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@EvolamTrades Avatar @EvolamTrades EvolamTrades

EvolamTrades posts on X about $iren, debt, gpu, $crwv the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.

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

Social topic influence $iren #81, debt #1092, gpu #955, $crwv #115, $cifr 12.5%, market cap 8.33%, $btc 8.33%, $2b #70, $675m 8.33%, $irens #8

Top accounts mentioned or mentioned by @danroberts0101 @rhouseresearch @jarronjackson4 @thekamahsutra

Top assets mentioned IREN Limited (IREN) CoreWeave, Inc. (CRWV) Cipher Mining Inc. Common Stock (CIFR) Bitcoin (BTC) Strategy (MSTR) Dave Inc. Class A Common Stock (DAVE) Oracle Corporation (ORCL) Apple, Inc. (AAPL) Carvana Co. (CVNA) Tesla, Inc. (TSLA) Amazon.com, Inc. (AMZN) NVIDIA Corp. (NVDA)

Top Social Posts #

Top posts by engagements in the last XX hours

"$IREN has the balance sheet to buy an additional 70k GPU's and put $6-7B of debt on its Balance Sheet (converts asset lending lease financing etc). When the market wakes up to this the price will be $150+ and they will be looking to flip $CRWV in market cap. 🚀🚀🚀🚀🚀 Additionally in BC there is very little infrastructure buildout cost so they are just upgrading networking installing generators etc there (60k capacity in BC alone). Meanwhile by mid next year the Company will be cash flowing $100M per month (minimum) potentially $200M depending on $BTC and speed of scaling their GPU Fleet."
X Link @EvolamTrades 2025-10-14T15:38Z 2153 followers, 30.7K engagements

"If $CIFR can go to capital markets and get $1.1B debt to fund their Co-Location (20% of equity market cap today). $IREN is probably looking at something similar. Potentially a $2.5B - $3B debt round incoming to get to 60k GPU's Additionally the original convertibles are looking like a really attractive deal for debt holders right now and the likelihood that they would be able to do something similar is high. I have been supportive of further ATM usage but @danroberts0101 seems to not want to use it.a very shareholder friendly move. 🚀🚀🚀🚀🚀🚀"
X Link @EvolamTrades 2025-10-02T16:50Z 2153 followers, 11.2K engagements

"$IREN - Went through and mapped out their actual Share Count Outstanding including and assuming the Convertible Notes done prior are ITM (they are) and they convert. Instead of 281.55M Shares Outstanding there are really 347.64M Shares Outstanding. What does this mean Not much change to valuation. You would remove $1B of debt cash in on the derivative hedges that were shareholder friendly and anti dilution.and be left with the share count. Long Term this good and was needed at the time this was done. Slight revision to share price but overall still material upside from here. Not to mention"
X Link @EvolamTrades 2025-10-12T20:52Z 2153 followers, 5618 engagements

"$MSTR is an incredible LT buy but the days of it being valued 2-3x book are over. Until they can demonstrate actually doing something with their Treasury. There are better alternatives. Itll trade in line with $BTC going forward nothing more"
X Link @EvolamTrades 2025-10-14T02:16Z 2150 followers, 1107 engagements

"$IREN take. On todays news I think you can raise your ST price target from $XX $150+ insatiable demand. 1) announced that 11k GPUs contracted. This is not surprising to those who follow closely but it will be to the bears who claim they dont have customers. Simply not true. 2) X year revenue pay back is a guide higher from previous guidance of X years and X years including infra. Price Targets need to be raised due to incredible demand and pricing power. 3) For @danroberts0101 to mention 100k GPUs it means we need to rate targets for 2026 GPU deliveries by a good number. Theyll meet / exceed"
X Link @EvolamTrades 2025-10-07T10:33Z 2153 followers, 15.8K engagements

"So youve been long $IREN since $X Yes Dave And you are worried about @RHouseResearch and the kid analysts saying they are now overbought Yes Dave The same @RHouseResearch and kid analysts that have been saying the same thing since $XX Thats correct Dave"
X Link @EvolamTrades 2025-10-12T17:52Z 2150 followers, 7358 engagements

"$IREN will have $2B in cash post close of the debt offering this week. They have the $675M of GPU CAPEX they have not announced funding plans for yet. Could go a few different ways but should hear more about financing strategy in the coming weeks GPU CAPEX History screenshot"
X Link @EvolamTrades 2025-10-13T01:07Z 2153 followers, 15.1K engagements

"$IREN most recent debt offering is wildly bullish. No need to go through the transaction others here did already. $100+ coming quickly ✅ $2B of cash on hand (pre recent CAPEX announcements) ✅ Upcoming Horizon 1/2 announcements ✅ More customer announcements / contracted GPU announcements ✅ Dev Pipeline announcements ✅ Lease Financing arrangements ✅ More GPU purchases incoming ✅ Potential Co-Locate deal on their terms (as they prove they can become a neocloud their leverage increases) ✅ Trades at 15x EV / 2026 EBITDA ✅ Guided GPU pricing higher (2 year payback vs prior X year) ✅ Adding more MW"
X Link @EvolamTrades 2025-10-09T13:56Z 2153 followers, 20.1K engagements

"This. $IREN owns the full stack very different than $ORCL and $CRWV"
X Link @EvolamTrades 2025-10-07T20:19Z 2150 followers, 3683 engagements

"My $IREN Price Target is $XXXXX Per Share in the next X months as Wall Street continues to re-rate 2026 earnings higher. I still think $XXX next year and $500+ over the next few years this is a shorter term valuation model. see attached and below inputs for arriving at this valuation: 1) 60k GPU Fleet by Spring / Summer of 2026 $675M CAPEX from recently announced $2.4B CAPEX from upcoming announcements Capital Needed for GPU's = $3B 2) How to fund it $1.6B of Additional Debt (GPU Financing + Bonds) $1.5B of Additional Equity (25-35M Shares) 3) Valuation SOTP 5x Mining Business ($600M EBITDA)"
X Link @EvolamTrades 2025-09-30T15:06Z 2151 followers, 85.1K engagements

"$IREN Usually when stocks move aggressively PRE and AH its not indicative of retail. The buy program on retail traders arent large enough to swing markets this extreme. Its institutional flow hedge funds or shorts covering. Whatever it is it isnt dumb retail money. 🎯"
X Link @EvolamTrades 2025-10-06T22:39Z 2153 followers, 12.6K engagements

"$IREN will continue to trade at a premium bc it has set itself apart in the greatest and most lucrative sector for the next 10-20 years. $BTC + AI + HPC. No sectors are more important its like the internet in early 2000s. They are the only vertically integrated player. The premium is warranted and deserved. Their mgmt team @danroberts0101 has a proven track record of meeting expectations and delivering results"
X Link @EvolamTrades 2025-10-05T22:17Z 2153 followers, 17.6K engagements

"Dont forget $IREN had 11k GPUs contracted out of 12.5k. Which led they to double their fleet up to 23k. Assume theyll have the 23k contracted out in Q4 and theyll double the fleet again up to 60k. Not to mention Horizon and SW1 announcements coming soon 🎯"
X Link @EvolamTrades 2025-10-16T13:09Z 2153 followers, 6481 engagements

"Those who sold $IREN @ $XX looking for a pullback to $XX are still waiting. Those who sold $IREN @ $XX looking for a pullback to $XX are still waiting. ✅ Dont trade around your position when institutions are re-rating a stock higher based on fundamentals. They dont care about RSI and MACD. Examples: $CVNA $TSLA $AMZN $AAPL ✅ The best bull markets go faster and further than you think they can ✅ The best bull markets never give you great entries or time to build your position once they get going ✅ Research gamma squeeze clearly at play in $IREN and will be likely through the EOY"
X Link @EvolamTrades 2025-10-10T11:53Z 2153 followers, 11.7K engagements

"$CRWV is making splashy headlines by doing deals left and right with high profile players. What is not known is the terms and Ill bet anything the devil in the details are NOT attractive. $IREN $CIFR much better positioned long term. $CRWV is nothing more than a middle man"
X Link @EvolamTrades 2025-10-16T01:01Z 2153 followers, 4217 engagements

"$IREN - View of $IREN's GPU Fleet and the IRR associated with it depending on how long the GPU lifecycle is. Assumes $1.24B GPU Fleet X% Vacancy & XX% direct OPEX X Year Life = X% IRR X Year Life = XX% IRR X Year Life = XX% IRR *** Target X Year Life = XX% IRR Bears who are saying that the GPU Life Cycle make this business obsolete once again are not too bright. Additionally when you factor in that a portion of $IREN purchases are made using Lease Financing with 10-20% value returned at the end of life it makes the numbers even more economical"
X Link @EvolamTrades 2025-10-13T14:10Z 2153 followers, 12.2K engagements

"Interesting confirmation for $IREN from this $CIFR spaces. 3-5x the margins would mean $4.5M - $7.4M profit per MW. This assumes the $1.85M deal x XX% NOI they have in place today. 🚀🚀🚀 $IREN launch soon 🚀🚀🚀"
X Link @EvolamTrades 2025-10-06T20:32Z 2153 followers, 17.7K engagements

"How many GPU's will $IREN's Fleet build up to in 2026. Currently today they have 23000+ GPU's announced that will be plugged in by Q1 XX. Where do you see them ending the year"
X Link @EvolamTrades 2025-10-14T13:53Z 2153 followers, 4194 engagements