I write about the boring stuff behind AI. Longer analysis available on my Substack. NFA
Cite asCryptoQuant has tracked the directional calls on IREN by @jpinsights on X since Jan 2019: not yet scored on IREN (as of Nov 11, 2026).
6 IREN calls on record, a thin history.
Relative view by default: fewer than 30 IREN calls or days on record.
Sentiment timeline shows relative sentiment within this analyst's history. A perma-bull showing 8 bullish : 2 bearish in a bear market sets that as their baseline. If you notice any errors, claim @jpinsights to submit corrections.
Hover the chart to read the thesis of that period · click a day to pin it
$META expects new U.S. data centers to become harder to build after the midterms, with more scrutiny of new projects. Dina Powell McCormick also said expanding existing sites should be easier and that Meta is looking at opportunities abroad. Acquisitions more attractive from here? Like $IREN?
View original →Volta’s $5B AI infrastructure loan reportedly needed a higher yield and stronger lender protections to get done. Bloomberg reports pricing at 6.5 percentage points above the benchmark rate, issued at 95 cents on the dollar. That pushed the yield above the 11% banks had initially floated. I’m interested to see what terms $IREN and $NBIS secure on future financing deals, and how much room those terms leave for attractive shareholder returns.
View original →$IREN may have Anthropic as the customer behind the unnamed frontier AI lab contract disclosed in August. If that reporting is correct, it would add another very serious name to the customer list alongside $MSFT and $NVDA. https://t.co/8nW08kZIP9
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