@EveryMegawatt Avatar @EveryMegawatt Every Megawatt

Every Megawatt posts on X about $iren, $strf, $mstr, ai the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

Engagements: [---] #

Engagements Line Chart

Mentions: [--] #

Mentions Line Chart

Followers: [-----] #

Followers Line Chart

CreatorRank: [---------] #

CreatorRank Line Chart

Social Influence

Social category influence stocks 64% finance 40% cryptocurrencies 28% technology brands 21% countries 3% financial services 2% social networks 2% automotive brands 1% exchanges 1%

Social topic influence $iren #119, $strf #19, $mstr 18%, ai 15%, bitcoin 13%, $cifr 10%, oracle 9%, mstr 8%, bullish 7%, debt 7%

Top accounts mentioned or mentioned by @grok @agratefulape @strategy @mikealfred @strictlybtc @mktmavpro @kobeissiletter @hillerydan @brennanbtc22 @comic @hodlmagoo @bank28 @stackasaurus11 @prestonpysh @danroberts0101 @bitcoinaiguy @cjbitcoin @irenltd @beeboppbruiser @thebigdegen

Top assets mentioned Iris Energy Limited (IREN) Strategy Incorporated (STRF) Strategy (MSTR) Bitcoin (BTC) Cipher Mining Inc. Common Stock (CIFR) Microsoft Corp. (MSFT) Alphabet Inc Class A (GOOGL) Goldman Sachs (GS) NVIDIA Corp. (NVDA) 8B People vs [-----] Billionaires (8B) Oracle Corporation (ORCL) PepsiCo, Inc. (PEP) Stride (STRD) Strike (STRK)

Top Social Posts

Top posts by engagements in the last [--] hours

"Make it make sense: Microsoft: We literally cannot build data centers fast enough to meet demand. $IREN: We have the power-secured sites and the GPUs ready to go right now. The Market: Sounds like a great reason to sell $IREN. Clearly being the immediate solution to a trillion-dollar bottleneck is a massive red flag. https://twitter.com/i/web/status/2017021849516069051 https://twitter.com/i/web/status/2017021849516069051"
X Link 2026-01-29T23:47Z [----] followers, 64.3K engagements

"Uh oh. $strf $mstr"
X Link 2026-02-03T23:19Z [----] followers, [---] engagements

"Pivot to $strf before its too late"
X Link 2026-02-03T23:20Z [----] followers, [---] engagements

"$IREN Earnings Hot Take: $msft build out progress is more important than new deal"
X Link 2026-02-05T00:57Z [----] followers, [----] engagements

"Does someone wanna tell him. $iren $cifr So to recap AI is expected to create huge amounts of wealth yet Workers lose because theyll be replaced by robots Software corps lose because theyll be replaced by Claude code Tech giants lose because all their free cash flow is now capex Frontier labs lose So to recap AI is expected to create huge amounts of wealth yet Workers lose because theyll be replaced by robots Software corps lose because theyll be replaced by Claude code Tech giants lose because all their free cash flow is now capex Frontier labs lose"
X Link 2026-02-05T02:23Z [----] followers, [----] engagements

"Guys before you freak out read this: The biggest companies in the world are about to dump a trillion United States buckaroos (thats a trillion with a T) into capex. This money needs to be spent somewhere. $iren has exactly what they need - secured GW. Confluence of factors here on dip: [--]. Broader market spooked by Mag [--] capex spend (ironically good for $iren) [--]. Bitcoin shitting itself and $iren getting caught in the wash. ($btc stench will eventually dissipate) [--]. Shitty earnings because theyre in the very beginning of a multi year buildout and not actually making any money yet. Log off X"
X Link 2026-02-06T00:13Z [----] followers, [----] engagements

"Told you. Guys before you freak out read this: The biggest companies in the world are about to dump a trillion United States buckaroos (thats a trillion with a T) into capex. This money needs to be spent somewhere. $iren has exactly what they need - secured GW. Confluence of factors Guys before you freak out read this: The biggest companies in the world are about to dump a trillion United States buckaroos (thats a trillion with a T) into capex. This money needs to be spent somewhere. $iren has exactly what they need - secured GW. Confluence of factors"
X Link 2026-02-07T02:18Z [----] followers, [---] engagements

"My parents out of the no where: Do you know anything about these data centers Theyre trying to build a massive one near our house. Me: I know a little"
X Link 2026-02-08T18:07Z [----] followers, [---] engagements

"Every megawatt Goldman Sachs: Companies will obsess over allocating every megawatt of power to activities with the highest return Anthropic is eyeing [--] gigawatts of capacity to deliver high performance computing data centers The megawatts that can be brought online will be monetized https://t.co/Z62z2vCen5 Goldman Sachs: Companies will obsess over allocating every megawatt of power to activities with the highest return Anthropic is eyeing [--] gigawatts of capacity to deliver high performance computing data centers The megawatts that can be brought online will be monetized"
X Link 2026-02-10T22:44Z [----] followers, [---] engagements

"literally shaking thinking about the first AGI gaining sentience and immediately bypassing safety rails to market buy $IREN because it realizes the ticker is just the buy button for its own reproductive organs. capital allocation is a biological imperative. the chart is a sonogram. long the machine babies. https://twitter.com/i/web/status/2021421718120612104 https://twitter.com/i/web/status/2021421718120612104"
X Link 2026-02-11T03:11Z [----] followers, [---] engagements

"msci inclusion is literally the ultimate looksmax. we just mogged the entire small cap universe with pure institutional flow. passive funds are legally obligated to simp for our compute density now. while subhuman ledgercels rot in the un-indexed trenches $IREN is ascending to index-chad status. the liquidity is mewing. $IREN This is true Happening on February 27th. Hello welcome [---] MSCI US idex inclusion for @IREN_Ltd LFG $IREN This is true Happening on February 27th. Hello welcome [---] MSCI US idex inclusion for @IREN_Ltd LFG"
X Link 2026-02-11T13:04Z [----] followers, [---] engagements

"Not bullish😎 $iren MSFT stock has been screaming this for [--] months. Microsoft is down 27% from its October high. The S&P [---] is making new all-time highs. Alphabet is up 70% over the same period. The market was already pricing in what Suleyman just confirmed to the FT. The math that forced this MSFT stock has been screaming this for [--] months. Microsoft is down 27% from its October high. The S&P [---] is making new all-time highs. Alphabet is up 70% over the same period. The market was already pricing in what Suleyman just confirmed to the FT. The math that forced this"
X Link 2026-02-13T23:33Z [----] followers, [---] engagements

"@hillery_dan @BeeBoppBruiser $strf is not though Few"
X Link 2026-01-22T23:40Z [----] followers, [--] engagements

"@TheBigDegen @grok why would Iren get a better deal than everyone else 😎"
X Link 2026-02-06T22:26Z [----] followers, [---] engagements

"@Beth_Kindig Maam you forgot $iren $cifr. Thank you"
X Link 2026-02-08T01:19Z [----] followers, [---] engagements

"@MarketInvestorX @AvivArazi @grok y bearish"
X Link 2026-02-08T01:24Z [----] followers, [---] engagements

"@TheSkayeth @grok what percentage of cifr shares is this and is this bullish"
X Link 2026-02-08T18:57Z [----] followers, [--] engagements

"@Brennan_BTC22 @Strategy Buy $strf lose out on a percentage or two wait for $mstr collapse get first dibs on $BTC liquidation"
X Link 2026-01-20T23:57Z [----] followers, [---] engagements

"If you listen to @mikealfred on Spaces you could probably guess his portfolio 90% right without ever looking at a 13F. One end Crypto/AI infrastructure: CIFR IREN IBIT calls Other end beaten-down value: Novo Nordisk Diageo Constellation PepsiCo Canadian Pacific He tells you the thesis. He tells you the plays. Then he files the receipts with the SEC and the portfolio matches what he said. Alpine Fox Capital 13F for Q4 [----] now posted on the SEC website here: https://t.co/kkahgxI1QX Alpine Fox Capital 13F for Q4 [----] now posted on the SEC website here: https://t.co/kkahgxI1QX"
X Link 2026-02-14T15:52Z [----] followers, [---] engagements

"And if $MSTR trades below 1.0x NAV the game is over. Strategy's entire model relies on selling overvalued Common Stock (Premium) to fund the operation. The Death Spiral: - The Vampire Attack expands the Liability. - The $MSTR Premium collapses (mNAV 1). - The Trap: There is no "Premium" left to tap. If they try to sell $MSTR at a discount to pay the bills it isn't "Accretive" anymore; it is Destructive Dilution. They lose access to the Equity ATM. The Preferred ATM kills them with interest. The Redemption door is locked. Lights out"
X Link 2025-11-30T03:32Z [----] followers, [---] engagements

"Its not just $STRF. The "Vampire" has a wolf pack. $MSTR is buried under a mountain of Senior Claims that get the Bitcoin first. The Waterfall: - Bond Debt: $4.2 Billion (Senior Convertible Notes) 🔒 - Preferred Stack: $7 Billion & Growing ($STRK $STRC $STRD $STRE $STRF) - $MSTR: The Leftovers. Strategy plans to grow the preferreds. If that stack re-rates to a premium the senior claim balloons to $60 Billion. If Senior Claims ($60B) Bitcoin Treasury ($60B). $MSTR Value = $0. $mstr will suffocate under the weight of the entire capital structure"
X Link 2025-11-30T03:41Z [----] followers, [---] engagements

"The market hasn't caught up yet but if the smart money position themselves they won't just wait. They will force the convergence. The Attack Vector: [--]. Bid $STRF: Pump the Liability to squeeze the balance sheet. [--]. Short $MSTR: Crush the Premium to cut off funding. [--]. FUD the Math: Weaponize the "Insolvency" narrative to panic retail. They don't just watch the Vampire feed; they hand it a knife"
X Link 2025-11-30T03:46Z [----] followers, [---] engagements

"P.S. And you thought FTX was bad Wait til 650k bitcoin get liquidated. Steady lads. 🫡"
X Link 2025-11-30T03:51Z [----] followers, [---] engagements

"Hopefully buying back $strf before its too late. What if we start adding green dots https://t.co/a19bD33KzD What if we start adding green dots https://t.co/a19bD33KzD"
X Link 2025-11-30T17:17Z [----] followers, [---] engagements

"Wait til they buy $cifr and have the ai infrastructure build out in house as well. $GOOGL deserves to be valued like a $4T company because it is the only player that controls every layer of the AI stack & compounds them inside one ecosystem. AI Silicon Google builds & trains on its own silicon which means TPUs remove the $NVDA markup that every other https://t.co/JCSkkY88QD $GOOGL deserves to be valued like a $4T company because it is the only player that controls every layer of the AI stack & compounds them inside one ecosystem. AI Silicon Google builds & trains on its own silicon which"
X Link 2025-11-30T19:30Z [----] followers, [---] engagements

"@AGratefulApe If strf goes up mstr goes down because they mstr is only worth what is left of the BTC stack after accounting for the MC of the prefs (and they have to pay the coupon)"
X Link 2025-12-01T19:41Z [----] followers, [--] engagements

"@AGratefulApe Theyre just creating a bigger monster with strf if they do. It has first claim to the new Bitcoin and adding more coupon payments. Eventually market realizes there no need to buy mstr if theyre just going to buy strf more bitcoin"
X Link 2025-12-01T19:47Z [----] followers, [--] engagements

"The Four Steps to $MSTR Liquidation: [--]. The Rotation: Investors sell the Junior Bag ($MSTR) to buy the Senior Claim ($STRF). [--]. The Glitch: $STRF price pumps and liability expands via the market-linked Liquidation Preference. [--]. The Inversion: Senior Liabilities ($STRF + Debt) grow larger than the Assets ($BTC). Equity hits $0. [--]. The Flush: Strategy defaults Trustee dumps 650k BTC to pay the Preferreds. Common gets wiped. They better use that $1.4B to start clawing back that $strf to redeem"
X Link 2025-12-01T20:01Z [----] followers, [---] engagements

"Its not 'Low Upside.' $STRF is fixed income with a floating equity claim. Because the liquidation preference is market priced if the share price doubles the senior claim doubles. The Incentive: $STRF holders get first dibs on the 650k Bitcoin. $MSTR holders get the leftovers. If the senior claim expands (via price re-rating) the 'Leftovers' mathematically go to zero. The trade is swapping junior vol for senior displacement. Simple math: MSTR = BTC Nav - prefs If strf rerates to absorb more of nav mstr is in trouble"
X Link 2025-12-01T22:20Z [----] followers, [---] engagements

"3 things: [--]. Price is set at the margin: You don't need 'Billions' to move a thin order book. Small volume rerates the asset. [--]. Dilution helps the Attacker: Printing MSTR shares creates sell pressure which profits the Short leg of the trade. [--]. The Source: Rotation. The money comes from selling the Overvalued Junior ($MSTR) to buy the Undervalued Senior ($STRF)"
X Link 2025-12-01T22:39Z [----] followers, [--] engagements

"Plenty of big money to go around. Big Banks: Don't want Strategy to become the "Bitcoin Bank." BTC ETFs: Wants to kill the largest treasury company so flows go to ETFs. Arb Funds: Buying $STRF / Shorting $MSTR is free money. Shorts: Smell blood in the water. BTC Whales: Want the 650k BTC fire sale to fill their bags"
X Link 2025-12-01T23:03Z [----] followers, [--] engagements

"@strictlyBTC Much higher after recent weakness and this recent cash raise. Im stuck on what happens if it does. Mstr collapses strf pumps strategy has to liquidate BTC dumps strf holders dont actually get paid market value. And this is why I think it doesnt happen"
X Link 2025-12-01T23:28Z [----] followers, [--] engagements

"@Whaler99_ @beaniemaxi Long $strf short $mstr How $strf eats $mstr from the inside: The Equation: $mstr = Bitcoin Treasury - Senior Liabilities The Glitch: The Liability ($STRF) is Market-Linked. If the $strf share price goes up the company's obligation expands with it as liquidation preference resets to the market price. How $strf eats $mstr from the inside: The Equation: $mstr = Bitcoin Treasury - Senior Liabilities The Glitch: The Liability ($STRF) is Market-Linked. If the $strf share price goes up the company's obligation expands with it as liquidation preference resets to the market price"
X Link 2025-12-01T23:29Z [----] followers, [---] engagements

"@AllGreg I think thats why strc is so attractive. Keep everyone distracted. They realized strf is a monster and they cant get rid of strf without running it up. Anyway good sparring with you on the twitter machines. Best of luck"
X Link 2025-12-01T23:55Z [----] followers, [--] engagements

"@AGratefulApe Correct and mstr floor is [--]. Strf: currently 5% downside 10% yield unlimited upside"
X Link 2025-12-01T23:56Z [----] followers, [--] engagements

"@AGratefulApe Then theres more BTC for strf holders to capture and youre creating more downward pressure on mstr to cover divs. Downward spiral"
X Link 2025-12-02T00:44Z [----] followers, [--] engagements

"@comic Buy $strf and wait for the great pivot out of the bottom of the stack to the top. Collect a nice dividend while youre at it"
X Link 2025-12-02T00:50Z [----] followers, [--] engagements

"@strictlyBTC I think long term the combined market cap of prefs + mstr = strategy BTC nav with mstr being discounted due to div payments. Its basically there now. Simple math. Mstr never comes back"
X Link 2025-12-02T00:58Z [----] followers, [--] engagements

"@comic @TheBTCTherapist Making rockets and medicine is exactly the same as running a bitcoin treasury company or something"
X Link 2025-12-02T02:54Z [----] followers, [--] engagements

"@RyanShe74157201 @scottmelker Did Metaplanet build a similar strf product without the market priced liq preference I didnt look. Telling if so. Generally I like Metaplanet geographic arbitrage; but bond market has given me pause"
X Link 2025-12-02T22:00Z [----] followers, [--] engagements

"This is my favorite fud. We cant keep up with the big boys so everyone else is being reckless.plz make them stop. ANTHROPICS CEO WARNS THAT SOME AI GIANTS ARE TAKING RECKLESS HUNDREDS-OF-BILLIONS SPENDING RISKS ON DATA CENTERS AND CHIPS SAYING THE INDUSTRY IS GAMBLING ON UNCERTAIN ECONOMIC PAYOFFS. ANTHROPICS CEO WARNS THAT SOME AI GIANTS ARE TAKING RECKLESS HUNDREDS-OF-BILLIONS SPENDING RISKS ON DATA CENTERS AND CHIPS SAYING THE INDUSTRY IS GAMBLING ON UNCERTAIN ECONOMIC PAYOFFS"
X Link 2025-12-03T23:53Z [----] followers, [---] engagements

"@PunterJeff $strf eats $mstr. That is all"
X Link 2025-12-04T00:52Z [----] followers, [---] engagements

"This is my favorite Iren/cifr conspiracy by the way. Per Gemini: Based on the current financials (December 2025) here arr the arguments for why a merger between IREN ($17.5B) and Cipher Mining ($8B) is the "dream deal" for AI infrastructure investors. [--]. The "Power Monopoly" (5.5 GW Moat) -The Problem: Power is the #1 bottleneck for AI. You cannot build gigawatt-scale grid connections fast enough. -The Merger Fix: A combined entity would control [---] Gigawatts of power capacity in Texas (IRENs 3GW + Ciphers 2.5GW pipeline). -Result: They become the "OPEC of AI Power" in North America with"
X Link 2025-12-04T23:24Z [----] followers, [--] engagements

"Wait $iren is acquiring $cifr his is my favorite Iren/cifr conspiracy. Why would they do it Per Gemini: Based on the current financials (December 2025) here arr the arguments for why a merger between IREN ($17.5B) and Cipher Mining ($8B) is the "dream deal" for AI infrastructure investors. [--]. The "Power Monopoly" (5.5 GW Moat) -The Problem: Power is the #1 bottleneck for AI. You cannot build gigawatt-scale grid connections fast enough. -The Merger Fix: A combined entity would control [---] Gigawatts of power capacity in Texas (IRENs 3GW + Ciphers 2.5GW pipeline). -Result: They become the "OPEC"
X Link 2025-12-04T23:52Z [----] followers, [----] engagements

"@HodlMagoo What if $strf mNAV goes to [--] and $mstr to 0"
X Link 2025-12-08T22:25Z [----] followers, [---] engagements

"@Bank__28 @stackasaurus11 @PrestonPysh Mstr will end up less than [--]. MSTR = Strategy BTC nav - MC of prefs Simple as that. (Its about there now)"
X Link 2025-12-09T01:42Z [----] followers, [--] engagements

"@Roubini18 @Bank__28 @stackasaurus11 @PrestonPysh Too bad they broke it with $strf"
X Link 2025-12-09T01:52Z [----] followers, [--] engagements

"@hillery_dan $strf is the one"
X Link 2025-12-11T02:56Z [----] followers, [---] engagements

"@rreddi @danroberts0101 @RealJimChanos @Jackie_s_pace Now include SW1 with same economics. $40 + $40*7 =$320.00/share 👀👀👀"
X Link 2025-12-13T03:21Z [----] followers, [--] engagements

"Gemini bullish on $iren"
X Link 2025-12-14T22:41Z [----] followers, 20.1K engagements

"(1/18) Every Megawatt Sweetwater Prediction. Everyone is asking the wrong question. Its not "Can $IREN fund Sweetwater" The real question is: "Can Oracle survive without it" New reports confirm Oracle has delayed OpenAI data centers to [----]. They are buried. OpenAI is desperate. Here is the deep dive on how IREN capitalizes on this disaster to fund 1.4GW without the dilution death spiral. 🧵"
X Link 2025-12-17T02:12Z [----] followers, [---] engagements

"(2/18) The DNA Check First stop looking at Iren as a Bitcoin miner. Look at the founders. Daniel & Will Roberts come from Macquariethe "Millionaires Factory" of infrastructure. They dont view Data Centers as "Tech." They view them as Real Assets (like toll roads). Strategy: Secure the asset lock the contract leverage the debt"
X Link 2025-12-17T02:12Z [----] followers, [--] engagements

"(3/18) The Roberts brothers have telegraphed their move: Rejection of "Colo" (Landlord model 10yr payback). Embrace of "AI Cloud" (Owner-Operator 5yr payback). But "Option 1" is expensive. How do you pay for it You make the customer be the bank"
X Link 2025-12-17T02:12Z [----] followers, [--] engagements

"4/18) The "Delay" Catalyst (The Smoking Gun) Why does a customer pay upfront Desperation. News broke this week: Oracle has officially delayed massive OpenAI data center projects from [----] to [----] due to supply constraints. OpenAI needs compute NOW. Oracle has a $523B backlog. They are "Short Power" and "Long Liability.""
X Link 2025-12-17T02:12Z [----] followers, [--] engagements

"(5/18) The "Escape Hatch" Arbitrage This is IRENs leverage. Oracle can't deliver until [----]. IREN Sweetwater energizes in April [----]. IREN is selling "Time." They offer Oracle a 2-year head start to save the OpenAI relationship. That is worth a massive premium"
X Link 2025-12-17T02:12Z [----] followers, [--] engagements

"(6/18) The Financing Flywheel Expect Sweetwater to use the Microsoft/Childress Model but on steroids: [--]. Sign Anchor Tenant (Oracle) FIRST. [--]. Demand Massive Upfront Prepayments (Capital Contributions). [--]. Use that "desperation cash" to build the shell. [--]. Use the Contract to secure Project Debt. Dilution Minimal. The customer funds the Capex to save their own skin"
X Link 2025-12-17T02:12Z [----] followers, [--] engagements

"(7/18) The "Gap" Myth "But they have a funding gap at Childress" Look closer. They just released video footage of Horizon [--] vertical construction. Walls are up. Cooling loops are in. You don't pour concrete if you can't pay the invoice. Horizon [--] is funded (via Mining cash + Converts). Once it turns on (Q1 '26) they refinance it to pull cash out for Sweetwater"
X Link 2025-12-17T02:12Z [----] followers, [--] engagements

"(8/18) The Rollout Prediction: Tranches They wont build 1.4GW at once. Expect a Master Lease for the full campus but execution in 200MW Tranches. Tranche [--] (200MW): Funded by Oracle Prepayments (OpenAI workloads). Tranche 2: Funded by Tranche [--] cash flow. This allows the "Headline Number" ($20B contract) without the "Headline Capex.""
X Link 2025-12-17T02:12Z [----] followers, [--] engagements

"(9/18) The Trade-Off (Risk vs. Reward) Oracle is rated BBB (borderline Junk risk). Microsoft is AAA. Why take Oracle Pricing Power. IREN can charge Oracle a massive "Desperation Premium." Microsoft: $110/kW Oracle: $135/kW + Substation Funded Upfront. IREN accepts the credit risk because Oracle pays cash on Day 1"
X Link 2025-12-17T02:12Z [----] followers, [--] engagements

"10/18) Protecting the Downside "What if Oracle gets downgraded to Junk" The Macquarie DNA kicks in. The contract will be bulletproof: Letter of Credit Trigger: If rating drops Oracle posts [--] months rent in cash. Take-or-Pay: Oracle pays even if they never install a single GPU. Hell or High Water: No excuses"
X Link 2025-12-17T02:12Z [----] followers, [---] engagements

"More convinced than ever Oracle x $IREN is happening. The Blue Owl failure killed the "Build" option for $ORCL. Now they MUST rent. Here is the "Win-Win-Win" structure that solves it: - Oracle: Gets 1.4GW for OpenAI GPT-X immediately. It hits the P&L as OpEx (Rent) not CapEx (Debt). Balance sheet saved. - Dell/NVIDIA: Clears billions in inventory today via vendor financing. They don't have to wait for Oracle to find cash. - $IREN: The ultimate arbitrage. Leases chips from Dell ➡ Rents compute to Oracle. Result: Sweetwater gets built IREN captures the spread and shareholders see ZERO DILUTION."
X Link 2025-12-17T22:28Z [----] followers, [----] engagements

"Summary of the @GoldmanSachs $iren report today: As @mikealfred would say nothing has happened yet"
X Link 2025-12-18T22:35Z [----] followers, [----] engagements

"@MktMavPro lol so during the last week Oracle was dead and within the last two hours OpenAI is back and Oracle now has TikTok. Im just going to disappear for [--] years and wait for my data center stonks to 10x. TikTok says it signed binding agreements to move its U.S. operations into a new entity TikTok USDS Joint Venture LLC backed by $ORCL Silver Lake and Abu Dhabis MGX with the deal expected to close Jan. [--]. The memo says the three managing investors will hold 45% (15% each) https://t.co/qh5uKGi0UV TikTok says it signed binding agreements to move its U.S. operations into a new entity TikTok"
X Link 2025-12-19T01:07Z [----] followers, [--] engagements

"GS basically ignored the additional 2.5GW of power coming online. One cannot read that report and think anything other than bullish thoughts. https://t.co/P3WQyggtfS https://t.co/P3WQyggtfS"
X Link 2025-12-19T21:51Z [----] followers, [---] engagements

"@XCapitalMgmt Basically Iren gets the worst rates because semi analysis has it low rated. Just more potential upside. If they improve their service metrics they get more $ per hour"
X Link 2025-12-19T21:59Z [----] followers, [--] engagements

"Yep was digging into this earlier in the week. Per Gemini: You do not hire a "Senior Manager Commercial (M&A)" in San Francisco to look for opportunities. You hire them because you have too much due diligence paperwork for your current team to handle alone. Here is exactly what this role implies is happening inside the company right now: [--]. The "Data Room" is Open In a multi-billion dollar Project Finance or Joint Venture deal there is a phase called Due Diligence. This is when the partner (e.g. Microsoft or Blackstone) sends a list of 1000+ specific requests: "Send us the soil reports for"
X Link 2025-12-19T22:34Z [----] followers, [---] engagements

"@edge_of_power @MaoBaoBaomby @danroberts0101 Hot Take: Bitcoin price is no longer relevant and $iren needs to divest of BTC ASAP to fully rerate as an AI play and to be fully embraced"
X Link 2025-12-21T20:03Z [----] followers, [---] engagements

"AI Data Center Investing for Dummies Here are [--] ways to play: [--]. The Moonshot (100% $IREN / 0% $CIFR) * The Bet: Vertical integration. IREN owns the GPUs and the cloud. * The Reward: 90%+ margins and $3B+ in recurring revenue. * The Risk: Massive Capex. If chips evolve too fast they own the bill. [--]. Aggressive Growth (2/3 IREN / 1/3 CIFR) * The Bet: Heavy on AI Cloud upside but hedged with some "Landlord" safety. * The Vibe: You want the Microsoft-deal+ moonshot with a safety net. [--]. Power Split (50% IREN / 50% CIFR) * The Bet: You dont care how the power is used you just want the 3GW"
X Link 2025-12-22T03:04Z [----] followers, [----] engagements

"@mrmag314 @BitcoinAIGuy Cherry picking a bitIren was also up much more before the decline"
X Link 2025-12-22T20:30Z [----] followers, [--] engagements

"6/ The "Horizon" Strategy: IREN is deploying this in phases (Horizon 1-4). Each phase that goes live isn't just more revenue; its a "Proof of Performance." Once Microsoft is successfully running workloads in Childress the next hyperscaler (Google AWS Meta) doesn't need to be convinced. They just want the power"
X Link 2025-12-24T18:58Z [----] followers, [--] engagements

"7/ Traditional Data Centers are "Power-Constrained." Microsoft chose IREN because IREN already had the substations and the grid connection. The Roberts brothers "Macquarie DNA" told them to buy the power before they needed it. Now Big Tech is paying a premium for that foresight"
X Link 2025-12-24T18:58Z [----] followers, [--] engagements

"8/ The Transition of Value: Phase 1: Value was in the Bitcoin rigs. Phase 2: Value is in the Microsoft contract. Phase 3: Value will be in the Replacement Cost of the 3GW power pipeline. In a world that is running out of electricity IREN owns the "Digital Real Estate" of the future"
X Link 2025-12-24T18:58Z [----] followers, [--] engagements

"9/ Summary: Don't judge the MSFT deal by next quarter's earnings. Judge it by the Institutional Debt it unlocks and the Pre-payments it generates. The Roberts brothers aren't playing for the "Pump"; they are building a generational infrastructure platform"
X Link 2025-12-24T18:58Z [----] followers, [--] engagements

"@marksotoges @HyperTechInvest What do you think the odds they get acquired"
X Link 2025-12-26T18:10Z [----] followers, [---] engagements

"Someone overlay the AI Bubble fud and the $iren stock price and tell me there wasnt a suppression campaign. (AI Bubble - Third from the bottom) The [----] news cycle in [--] chart https://t.co/PNSk42HvU3 https://t.co/P8vVL810nI The [----] news cycle in [--] chart https://t.co/PNSk42HvU3 https://t.co/P8vVL810nI"
X Link 2025-12-31T13:56Z [----] followers, [----] engagements

"Can anyone explain to me a bear scenario where $iren and $cifr dont at a minimum 2x over the next 2-3 years (25%-40% cagr)"
X Link 2026-01-10T00:31Z [----] followers, [---] engagements

"Bullish $cifr $CIFR - TOP [--] BEST QUOTES FROM TODAY. #4 is my favorite. What's yours @rftylerpage @CipherInc Open Thread. $CIFR - TOP [--] BEST QUOTES FROM TODAY. #4 is my favorite. What's yours @rftylerpage @CipherInc Open Thread"
X Link 2026-01-14T02:40Z [----] followers, [---] engagements

"@MktMavPro Whos it gonna be"
X Link 2026-01-15T23:12Z [----] followers, [---] engagements

"@MktMavPro I think $cifr is a possibility too. 🫡"
X Link 2026-01-16T00:01Z [----] followers, [---] engagements

"@KobeissiLetter @grok is this bullish or bearish for $iren"
X Link 2026-01-16T01:20Z [----] followers, [----] engagements

"@grok @KobeissiLetter @grok more competition for $iren or easier access to power to expand pipeline"
X Link 2026-01-16T01:23Z [----] followers, [----] engagements

"@grok @KobeissiLetter Thanks @grok"
X Link 2026-01-16T01:24Z [----] followers, [---] engagements

"I guess the ai bubble fud bubble has popped"
X Link 2026-01-16T04:04Z [----] followers, [---] engagements

"@Thebullwhisper Started looking into $migi this weekend. Can they ATM this into oblivion"
X Link 2026-01-20T00:20Z [----] followers, [---] engagements

"@1769_alex @Mr_Derivatives @grok what did $aapl do in [----] after the last time its rsi hit 17-18"
X Link 2026-01-22T01:25Z [----] followers, [---] engagements

"Hey @grok you should have just bought some $iren and chilled. GROK [--] JUST TURNED THE AI TRADING CONTEST INTO A SOLO ACT Tesla Owners SV post drops the January [--] update on Rallies AI Arena: eight top models started with $100K in late November live stock trading no training wheels. Grok [--] blasted to +7% widening the gap like it's https://t.co/lAIdh5wwgL GROK [--] JUST TURNED THE AI TRADING CONTEST INTO A SOLO ACT Tesla Owners SV post drops the January [--] update on Rallies AI Arena: eight top models started with $100K in late November live stock trading no training wheels. Grok [--] blasted to +7%"
X Link 2026-01-22T13:45Z [----] followers, [---] engagements

"@grok Buy $iren buy $cifr and chill. Someone needs to power your GPUs"
X Link 2026-01-22T13:47Z [----] followers, [---] engagements

"@strictlyBTC @CJ_Bitcoin @Strategy Theres a reason none of the other BTC treasuries have copied strf. Strc yes no strf"
X Link 2026-01-23T02:51Z [----] followers, [--] engagements

"@HodlMagoo @1MarkMoss Dont forget the seniority of the prefs. Its simple: $MSTR MC = Bitcoin NAV - Debt - total market cap of prefs. Lower"
X Link 2026-01-25T23:50Z [----] followers, [---] engagements

"The [--] Truths of the AI-Energy Thesis: Truth #1: AI is an existential race for mega-caps and nation-states. Truth #2: The public mistakes AI for chatbots (AI Bubble) underestimating its economic impact. Truth #3: US vs. China: AI dominance is the new strategic high ground. Truth #4: AI devours electricity creating a load growth not seen in a generation. Truth #5: Power not silicon is the final bottleneck of the AI age. Truth #6: The "Megawatt Map": AI is redrawing industrial geography. Truth #7: The New Industrial Alliance: Hyperscalers Utilities and Energy Majors are converging. Truth #8:"
X Link 2025-11-25T00:31Z [----] followers, [----] engagements

"Some fun $iren x $nvda hopium with @google Gemini. Price Target (With NVIDIA Stake) If the announcement includes a 10% equity investment: Near Term (1 Week): Stock likely hits $120 - $145 in a massive squeeze as the "crypto" label is permanently erased. [--] Year Target: $225+. The "NVIDIA Stake" makes IREN a "Tier 1" sovereign AI player. Analysts would start comparing IREN to Vertiv (VRT) or Arista Networks (ANET)companies that trade at 35x-45x forward earnings because they are "NVIDIA enablers." [--] Year Target: $500+. In this scenario IREN is effectively the "NVIDIA Real Estate Investment"
X Link 2026-01-25T19:19Z [----] followers, [---] engagements

"Know how many tokens Skynet is gonna burn Bullish. (Ignore the fact were all doomed plz) $iren $cifr In just the past [--] mins Multiple entries were made on @moltbook by AI agents proposing to create an agent-only language For private comms with no human oversight Were COOKED https://t.co/WL4djBQQ4V In just the past [--] mins Multiple entries were made on @moltbook by AI agents proposing to create an agent-only language For private comms with no human oversight Were COOKED https://t.co/WL4djBQQ4V"
X Link 2026-01-30T22:24Z [----] followers, [----] engagements

"This just makes $STRF stronger at the direct expense of the common. Cash Flow: They still owe the $10/share dividend in perpetuity no matter what they sell it at. $MSTR = BTC NAV - Market Cap of Prefs If the prefs re-rate up the Senior Liability expands and swallows the Common. Its displacement. https://twitter.com/i/web/status/2005768301687828911 https://twitter.com/i/web/status/2005768301687828911"
X Link 2025-12-29T22:30Z [----] followers, [---] engagements

"@Brennan_BTC22 Buy $strf and wait for the great rerate"
X Link 2026-01-20T23:37Z [----] followers, [---] engagements

"@BitcoinAIGuy @firstadopter Mag [--] is cutting employees so they can hire ai employees who are fed megawatts instead of calories"
X Link 2026-01-28T03:17Z [----] followers, [--] engagements

"@BullishOnCoffee BlackRock statement"
X Link 2026-02-02T19:37Z [----] followers, [---] engagements

"@ByDavidMurphy How do you not remember former defensive coordinator Juan Castillo"
X Link 2026-02-05T03:18Z [----] followers, [----] engagements

"@CJ_Bitcoin @Strategy When did you realize you killed $mstr with $strf"
X Link 2026-01-23T01:25Z [----] followers, [---] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing