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$NBIS reports Q3 2025 on Tue 11/11 pre-market.
Last Q2 was insane:
✅ +625% YoY revenue to $105M,
✅ EPS beat (-0.38 vs -0.41),
✅ ARR hiked to $900M–$1.1B.
Stock exploded +44% after the $17.4B / 5yr Microsoft deal.
$IREN also locked a
✅ $9.7B / 5yr Microsoft AI cloud deal with 20% prepayment
✅ $1.94B/yr revenue visibility.
Stock popped +22% on announcement but got sold off in last week’s bloodbath.
If $NBIS prints strong Q3 Tuesday → $IREN rallies in sympathy.
We’ve already seen this in Sept: NBIS-MSFT news lifted BOTH tickers.
Monday = likely last chance to buy IREN in the $60s before catalyst hits.


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