IREN's newly signed multiyear deal with Anthropic should drive a big pop in the stock within 15 minutes. x.com 

An Anthropic deal adds a catalyst to the bullish case for IREN. A double smart-money zone on the chart also underpins the 'send it' call. x.com 

IREN's predatory management and markedly weaker execution than Nebius make it hard to take seriously while Mike Alfred remains on its board. Barring an oversold bounce, IREN looks cooked big time with more time. x.com  x.com 

IREN holders could see insane upside when Anthropic goes public soon after its reported multiyear cloud deal with IREN. Per The Information, Anthropic signed a cloud deal with IREN; the stock rose over 7% on the partnership report. x.com 

IREN's deal economics, not the Anthropic name alone, will determine whether locked-in demand earns good returns. The reported deal is good news, but its terms remain unknown, and a buyer that large can negotiate hard on price. IREN should do well: it still has more capacity to sell and is expected to charge a premium for it. x.com 

IREN's spending and ongoing financing still weigh on its shares despite a signed Anthropic deal. Its 2027 capex is put at $25-30B and its $6B ATM appears roughly halfway complete. Mirantis has improved fundamentals, but markets likely care more in about six months as revenue approaches and the ATM/capex window passes, as with Nebius after its Meta deal. A risk-off rotation to larger names adds pressure. x.com 

A reported Anthropic compute deal could bring more demand for IREN's capacity. Kalshi Finance reports a multi-year agreement, though the deal is still described as in the works. IREN remains a screaming deal because more compute is needed and it can supply that market. x.com  x.com  x.com 

A multiyear Anthropic cloud deal gives IREN a major AI customer it had long awaited, per The Information. The publication reports that Anthropic signed the unannounced agreement as it expands its data-center provider network; the deal's financial value, capacity and deployment timing were not disclosed. x.com 

IREN's reported Anthropic cloud deal is unlikely to sustain a stock pop because investors look past the brand halo to capex and dilution. Every stock with an Anthropic announcement gave back its gains, and neocloud compute deals do not seem to be driving re-ratings lately, regardless of terms. x.com  x.com  x.com 

IREN's frontier AI customer case gains independent support from The Information's report identifying Anthropic as its previously unnamed customer. An official announcement is expected before or during Nvidia's October 20-22 GTC Berlin conference, with $20-25 million per MW considered highly likely for the deal. x.com  x.com