Brian Fry
@brianfry01
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IREN Strategic Shareholder, Co-Founder RackForce, PodTech (now IREN). 25 yrs Design, Build & Operation high performance Data Centers. AI, Cloud, #Bitcoin
Canada π¨π¦
Joined July 2009
Catch the replay of $IREN Co-Founder & Co-CEO @danroberts0101 on @FoxBusiness with @cvpayne discussing the $9.7bn @Microsoft AI Cloud Contract
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100% agree, Mike. $IREN βs long-term thinking and strategy have always enabled my techno optimist brain to run wild. Remove all the friction and innovate at the speed of AI.
Today is a big day but itβs just the tip of the iceberg in terms of the marshaling and monetization of power for AI/HPC. Itβs early days and we have decades of building ahead. The longest term thinkers always win the biggest. This will not be different. Stay focused.
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$IREN is pleased to announce the signing of a $9.7bn AI Cloud contract with @Microsoft Key details of the transaction: - $9.7bn AI Cloud contract value - 5-year average term - 20% prepayment - 200MW (IT load) data centers - NVIDIA GB300 GPU deployments Refer to the press
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$IREN signing a $9.7b cloud contract with $MSFT is a thesis-defining moment for shareholders For the last couple of years, doubters have argued that $IREN is just another $BTC miner or, in recent months, that they canβt compete with the likes of $NBIS or $CRWV because they lack
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I believe Mikeβs mind has been blown by what heβs hearing in $IREN board meetings. Iβm guessing here, but it sure feels that way. IaaS 1.0 (Cloud Computing - Infrastructure as a Service) was a huge leap forward and it relied on human engineering and creativity. IaaS 2.0βwhich I
You are simply not prepared for whatβs coming. If you donβt believe me, or donβt get it, I donβt have time to convince you, sorry.
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JUST IN: $4 TRILLION WALL STREET GIANT FIDELITY NOW LETS ITS CUSTOMERS DEPOSIT AND WITHDRAW #BITCOIN LOVE TO SEE IT π§‘
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LEX FRIDMAN: "Satoshi Nakamoto should be awarded the Nobel Prize in Economics" π―
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$IREN ππ Sunday night spaces about to be π₯
@FransBakker9812 @mikealfred Yes, I will join you this Sunday night, but I can't promise to only talk about $IREN.
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Amazon just confirmed theyβve spent $90B on capex this year. Data centers. GPUs. AI infrastructure. Thatβs not bearish β thatβs the biggest tell of the decade. You think all that compute runs on air? It runs on power β and companies like $CIFR and $IREN are building it. β‘οΈ
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Probably the best thing to happen to humanity in my lifetime
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From @IREN_Ltd - sharing is appreciated π Come join us for $IREN's Community Career Fair Friday, November 7th from 9:30am - 11:30am at Texas State Technical College Sweetwater Campus in the Student Center. Drop in and connect with our Recruiters and Hiring Managers, and learn
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Why I Took a Break from X Many of my followers assumed my absence from X over the last couple of months meant I had βretiredβ after the massive gains on $IREN β a stock Iβve been all-in on since last year at a mid single-digit avg. entry price. That couldnβt be further from the
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Elon Musk came up with a pretty incredible idea during the Q3 Earnings Call, that no one is really talking about. His words: βActually, one of the things I thought, if we've got all these cars that maybe are bored, while they're sort of, if they are bored, we could actually
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Secretary of the Interior Doug Burgum just now on CNBC: βThese arenβt just AI data centers, they are intelligence factories. For the first time in history you can turn energy into intelligence. These companies will go wherever there is stranded energy.β
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What is the "purpose" of $IREN moving up their earning's date? ππ€ This is a recurring theme that I have written about regarding IREN: purpose. Their slogan is "proceed with purpose", so whenever IREN announces something, the first thing that runs through my mind is what is the
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$IREN competitors need 5 to 7 years in order to secure power and land before thinking about beating $IREN. $IREN started in 2018 when its competitors started in 2024 and 2025. The company built its thesis based on this idea even as a $BTC miner. Software is replaceable
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If you're an investor in the HPC/AI data center space, you must understand what a true moat looks like. Agrippa returns with his renowned clarity. Read this.
@aleabitoreddit Ouh man π€¦π»ββοΈ... I rarely read such "smart sounding" bad take. What you are failing to realize (or deliberately avoiding to point out) is that there are 2 different "orchestrations": Type 1 is the customer-facing stack: things like Kubernetes/Slurm/Ray, model serving, MLOps, etc.
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