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@GlobalCollapse Late Stage CapitalismLate Stage Capitalism posts on X about $iren, $ire, $21xx, money the most. They currently have XXXXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.
Social category influence stocks XXXXX% finance XXXXX% cryptocurrencies XXXX% technology brands XXXX% automotive brands XXXX% fashion brands XXXX% celebrities XXXX% currencies XXXX%
Social topic influence $iren #304, $ire 7.14%, $21xx 4.76%, money 4.76%, $223b 4.76%, $zmdtf 4.76%, $app 4.76%, $appx 4.76%, guess 4.76%, $92k XXXX%
Top accounts mentioned or mentioned by @jiahanjimliu @theraymyers @vasilist @filipgerven @stockhunter1992 @mcuban @stockmeetups @grok @thefingodfather @srisridokania @jpmontero88 @pdphilaphil @edgeofpower @mplycap @polymarket @knuttekrut @dmginvestors @theknutsen @mp3michael @ahmetce91430463
Top assets mentioned IREN Limited (IREN) Applovin Corporation (APP) Tesla, Inc. (TSLA) NVIDIA Corp. (NVDA) Alphabet Inc Class A (GOOGL) Trade Desk, Inc. (TTD) CoreWeave, Inc. (CRWV) Nebius Group N.V. Class A Ordinary Shares (NBIS) Microsoft Corp. (MSFT)
Top posts by engagements in the last XX hours
"When $IREN offered the 2029 and 2030 convertibles they were trading at $10.xx. The conversion was at $13.xx and $16xx with capped call protection to $21.xx. Conversion at yesterday's prices (after a drop) was a good thing saves money in the long run. 🧵1/"
X Link 2025-12-03T16:34Z 5183 followers, 10.8K engagements
"By retiring at $XX they pay $1.63B to retire 540M in debt (great deal for the note holders) avg conversion price was $15.xx but capped call protection on that amount means it was the equivalent of $21.xx so they were protected to about $750M net added cost of $880M or so. 2/"
X Link 2025-12-03T16:34Z 5183 followers, XXX engagements
"@TheRayMyers I think it is likely there will be some colocation just for risk mitigation but saying they need $132B raised is not true. It will take X years to develop all 3GW cash flow from the first 1GW will pay for a lot"
X Link 2025-12-02T16:11Z 5183 followers, 1412 engagements
"@vasilist 200MW is critical IT load 300MW total so it's not 14.5x it's a little less than 10x"
X Link 2025-12-05T19:17Z 5182 followers, XXX engagements
"Added $30k of $IRE ( $IREN 2x) After hours on the the dip. Fully expect a reversal tomorrow or by end of the week when people realize a high growth company easily raising $2-2.3B is massively bullish"
X Link 2025-12-01T22:25Z 5182 followers, 11.9K engagements
"Lot of people are confused by this $IREN offering. The $2-2.3B convertible is NOT being used to close the old convertibles. It is for CAPEX/OPEX. The old convers will be partially closed via the direct share offering to a large buyer. Imagine if that buyer is $GOOG or $NVDA"
X Link 2025-12-02T00:30Z 5182 followers, 42.5K engagements
"Zoomd $ZMDTF $ZOMD.V $100M MC $18M in cash $29M in shareholder equity $16.5M FCF $69M revenue @ XX% YoY Growth XX% EPS growth $17.7M net income Trading at 4x forward PE. Stupid cheap slowly becoming my second largest position"
X Link 2025-12-02T19:49Z 5182 followers, 1390 engagements
"Took a rollercoaster ride on $APP and $APPX but here we are at $700"
X Link 2025-12-04T17:13Z 5182 followers, 1620 engagements
"@StockHunter1992 My guess is that will happen once we get either another deal or some news. too much overhang from the equity offering and convertible note for now. Ive been selling $XX CC's against my $IRE"
X Link 2025-12-04T18:30Z 5182 followers, XX engagements
"In 2026 we have midterm elections the Olympics and the World Cup. You know what those are rocket fuel for Advertising. $APP $APPX $ZMDTF"
X Link 2025-12-05T16:39Z 5179 followers, 1199 engagements
"@TheRayMyers Thats not profits thats EBITDA. At $110k BTC price the annual profit was about $250M at $92k the annual profit is about $110M"
X Link 2025-12-08T23:34Z 5182 followers, XXX engagements
"@StockMeetUps The $425M is not profits it's EBITDA. At $92k the net income from BTC mining is likely around $110M"
X Link 2025-12-08T23:37Z 5182 followers, XXX engagements
"@jiahanjimliu @StockMeetUps Yeah I mean I guess if you don't consider need to replace the ASICs then it could be considered profit at this point but there is still depreciation on the existing hardware to be taken"
X Link 2025-12-09T00:40Z 5179 followers, XXX engagements
"@JohnDoeKnowsGuy They have $500M/year in stock based comp and shareholder equity and book value per share is decreasing the last X quarters. Hands off until that gets fixed. $TTD"
X Link 2025-12-02T17:56Z 5180 followers, XXX engagements
"@stevewexler8 @ElectrekCo @FredLambert @grok when did Elon musk say that half of the population of the US would have access to Tesla robotaxis by the end of this year"
X Link 2025-12-10T23:00Z 5180 followers, XX engagements
"$CRWV has $2B in convertibles at XXXX% interest $NBIS has $2.7B in convertible notes at X% and XXXX% $IREN has $1B at X% and is raising another $2B at 0-1%. Which company do you think has big money the most interested"
X Link 2025-12-02T19:58Z 5182 followers, 66.8K engagements
"@kushalba @HungStriker @EvolamTrades Depends on what you mean by net. Instead of issuing 36M shares in 2029 and 2030 they are issuing 39M today but they save 18.5M annual interest payments and the cost of the dilution in the future would be much higher. It cost 1.63B today versus say 3.2B at stock price $82"
X Link 2025-12-03T15:13Z 5182 followers, XX engagements
"$IREN has reached market gift levels today. Trading at a $12.4B valuation $13B including expected share offering dilution. The assets alone they own are worth $6-8B including the $2B prepayment from $MSFT for Horizon development. $2.5B ARR by early next year"
X Link 2025-12-02T18:52Z 5183 followers, 13.6K engagements
"The BTC holdings for $DMGGF $DMGI.V are worth around $35M USD. Remaining assets minus liabilities are worth another $45-50M USD. It is trading at a market cap of $44M. The AI revenue alone coming in 2026 justifies a $0.70-0.80 share price currently at $XXXX. Ive been adding"
X Link 2025-12-05T21:11Z 5183 followers, 1683 engagements
"@AlexfromBabylon 8-10% annual failure rate on components makes it impossible to be financially viable with $80k servers. Easy to fix on earth not in space. Plus by 2035 we will have cheap nuclear reactors and/or even more disruptive fusion reactors"
X Link 2025-12-12T00:55Z 5183 followers, XXX engagements
"@DirtyTesLa The $TSLA cult cope is hilarious. Literally everyone else realizes additional information is a benefit but the blind loyalty to Elons ego is fun to watch go up in flames"
X Link 2025-12-12T18:13Z 5183 followers, XX engagements