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@AvivArazi Avatar @AvivArazi Lil’ Mafia | ♟️🌵 🌮

Lil’ Mafia | ♟️🌵 🌮 posts on X about $iren, $crwv, debt, guess the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.

Engagements: XXXXX #

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Mentions: XX #

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Followers: XXXXX #

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CreatorRank: XXXXXXX #

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Social Influence

Social category influence stocks XXXXX% finance XXXXX% cryptocurrencies XXXX% technology brands XXXX%

Social topic influence $iren #42, $crwv #43, debt 7.32%, guess 4.88%, money 4.88%, if you 2.44%, business 2.44%, panic 2.44%, dec 2.44%, level XXXX%

Top accounts mentioned or mentioned by @jimcramer @dollarcostavg @rjccapital @jiahanjimliu @antinoqui34 @vuzhteetz @spybear180 @deepvaluebagger @agrippainv @aleabitoreddit @wonderland2025 @landoinvests @genzinvest0r @sgrastar @ravram @therocktrading @polymarket @boringbiz @hankbtc1 @lnginvestor

Top assets mentioned IREN Limited (IREN) CoreWeave, Inc. (CRWV) NVIDIA (NVIDIA) Alphabet Inc Class A (GOOGL)

Top Social Posts

Top posts by engagements in the last XX hours

"$IREN LETS EXPLAIN: Imagine you borrowed $XX from someone the deal is: If you dont pay it back They can take XX% of your new business You would rather: Pay back the $XX now So they can NEVER take part of your business later Thats exactly what $IREN did"
X Link 2025-12-01T21:36Z 1175 followers, 76.7K engagements

"Back to Wednesday panic $IREN While retail panicked guess who quietly heavy 🚀 loaded up Value Aligned Research Advisors They filed a 13F/A on Dec XX 2025: Position size: 3873337 shares Increase: +18.59% Reported value: $181776000 Value aligned Known for taking high-conviction long term positions never bet against them"
X Link 2025-12-07T15:29Z 1175 followers, 23K engagements

"Gm Remember my quote: ask the lenders Today $CRWV took the Same financing tool (convertible note) totally different risk profile: $IREN gets almost-free money. (1%) CoreWeave has to pay junk-bond rates. (9%) Thats the level @jimcramer"
X Link 2025-12-08T13:14Z 1175 followers, 18.4K engagements

"Like I said in Sunday I hate do do this but I will do this in order to help investors take the best decision for their future prosperity $IREN is the only vertical integrated company and only NEOCLOUD I recommend and now I Will answer this person: CoreWeaves Convertible = A basic Dilution Bomb CoreWeave borrowed $2.25B at XXXX% interest 👏👏👏 AND the lender has a special right: If $CRWV stock goes above $XXXXXX the lender can take shares instead of cash. The lender has the RIGHT to choose shares. CoreWeave cannot block conversion. CoreWeave has forced dilution if the stock rises 🧵👇"
X Link 2025-12-09T15:29Z 1175 followers, 38.7K engagements

"For every $1000 they lent CoreWeave the lender gets: Formula (Basic): Example: Shares received = $1000 CoreWeaves conversion price = $XXXXXX = XXXXXX shares So if the stock goes to $150: Lender gets XXXXXX shares $XXX = $1391 value in shares Instead of paying $1000 cash + XXXX% interest. That extra $XXX is called the 2530% premium dilution. If CoreWeave trades at $XXX in 2031 the lender WILL take shares not cash because they make more money and CoreWeave is forced to print those shares causing dilution"
X Link 2025-12-09T15:29Z 1175 followers, 1197 engagements

"@RJCcapital @jiahanjimliu @DeepValueBagger @Agrippa_Inv @aleabitoreddit Theyre not the same cost you morron $67M/MW = IT load build (the racks liquid cooling electrical distribution) $1416M/MW = includes full facility land substations construction. Youre comparing a component vs the whole datacenter. Theres not a contradiction at all"
X Link 2025-12-04T02:59Z 1175 followers, 1927 engagements

"@DollarCostAvg Bro Las quarter ended September XX 2025 CoreWeave reported net interest expense = US$ 310555000 This is unsustainable"
X Link 2025-12-08T14:44Z 1175 followers, XX engagements

"@jiahanjimliu Exactly. CoreWeave screwed up so badly it made the entire neocloud sector look toxic. Buttttt $IREN looking solid now more than ever"
X Link 2025-12-09T00:35Z 1175 followers, XXX engagements

"@DollarCostAvg $IREN isnt tied to CoreWeaves debt problems. Different balance sheets different cost of capital different execution. Maybe short term similarity long term dif story"
X Link 2025-12-09T01:43Z 1175 followers, XXX engagements

"Dont forget CoreWeave Is Already Buried in X% Debt On top of the convertibles CoreWeave still pays: XXXX% on one bond XXXX% on another Interest cost is crazy: Over $XXX BILLION per year"
X Link 2025-12-09T15:29Z 1175 followers, 1261 engagements

"$IREN Deal Is the Exact Opposite IREN borrowed $2.3B at: XXXX% XXXX% That is basically free money. PLUS they bought a capped call up to $XXXXX which protects shareholders from dilution. PLUS they can choose to repay in cash if they want. PLUS they eliminated old expensive debt (3.25% and 3.50%). PLUS their balance sheet got stronger not weaker. And IREN has NO 2530% dilution premium like CoreWeave. There is NO clause that gives lenders the right to take shares whenever it benefits them There is NO 2530% forced premium There is NO automatic share printing There is NO conversion bomb waiting in"
X Link 2025-12-09T15:29Z 1175 followers, 10.1K engagements

"Here is the $CRWV oficial statement"
X Link 2025-12-09T15:32Z 1175 followers, 1176 engagements

"@spybear180 We will soon be informed of the buyer hope its $NVIDIA OR $GOOGLE"
X Link 2025-12-03T13:30Z 1171 followers, XX engagements

"@BoringBiz_ Paid $96k and he suggested more 69s for better health"
X Link 2025-12-03T18:59Z 1169 followers, XXX engagements

"@Hank_BTC_1 @LNG_Investor_ @jimcramer Just reality"
X Link 2025-12-09T23:06Z 1175 followers, XX engagements