@Lazarus_Capital Avatar @Lazarus_Capital Lazarus

Lazarus posts on X about $iren, $deft, ai, $nbis 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 46.9% finance 15.93% technology brands 13.27% cryptocurrencies 9.73% currencies 6.19% automotive brands 3.54% exchanges 2.65% countries 2.65% travel destinations 1.77% celebrities 1.77%

Social topic influence $iren 16.81%, $deft #16, ai 6.19%, $nbis 6.19%, iren 4.42%, $glxy 3.54%, $500m 3.54%, $wyfi 3.54%, bullish 3.54%, can you 3.54%

Top accounts mentioned or mentioned by @rhouseresearch @ivoreuropean @ilzmcfly @joshinvestsai @jarronjackson4 @mrdito14 @fransbakker9812 @ericjackson @runningthemodel @markdow @grok @anandragn @hobson19771250 @peakstopac @mikealfred @samirtabar @forson @bradmunchen @madridraptor @tickersymbolyou

Top assets mentioned Iris Energy Limited (IREN) Defi Technologies, Inc. (DEFT) Nebius Group N.V. Class A Ordinary Shares (NBIS) Galaxy Digital Inc. (GLXY) WhiteFiber, Inc. (WYFI) Netflix Inc (NFLX) Hyperliquid (HYPE) TeraWulf Inc. (WULF) Tesla, Inc. (TSLA) Paramount Skydance Corporation Class B Common Stock (PSKY) Warner Bros Discovery, Inc. (WBD) CoreWeave, Inc (CRWV) Cipher Mining Inc. Common Stock (CIFR) Bit Digital, Inc. (BTBT) Bitcoin (BTC) Microsoft Corp. (MSFT) Hut [--] Mining Corp. (HUT) Core Scientific, Inc. Common Stock (CORZ) Robinhood Markets, Inc. (HOOD) Mario Coin (COIN) Ethereum (ETH) Broadcom, Inc. (AVGO) NVIDIA Corp. (NVDA) Advanced Micro Devices (AMD) Morgan Stanley (MS) Sui (SUI) Solana (SOL)

Top Social Posts

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

"What. A. Joke. $PSKY $WBD $NFLX Paramount Skydance $PSKY sweetened its $30/share all-cash bid for $WBD with a $0.25/share quarterly ticking fee starting Jan [--] [----] if it hasnt closed and says it would cover WBDs $2.8B breakup fee to Netflix. Offer extended to Mar [--]. Paramount Skydance $PSKY sweetened its $30/share all-cash bid for $WBD with a $0.25/share quarterly ticking fee starting Jan [--] [----] if it hasnt closed and says it would cover WBDs $2.8B breakup fee to Netflix. Offer extended to Mar 2"
X Link 2026-02-10T15:17Z [----] followers, [---] engagements

"When $CORZ REJECTED $CRWV's offer of $5.75 a share last year $IREN ended up closing at $14.45 a few days later. Right now: $CORZ: $15.80 $IREN: $13.05 $IREN hasn't even taken out last year's highs. @Umbisam @FransBakker9812 @theBTCMiningGuy @mikealfred @ericjackson"
X Link 2025-06-26T18:49Z [----] followers, [----] engagements

"This is crazy. $HOOD $COIN $GLXY Heres what $GLXY accomplished YTD: - $13B deal with $CRWV over [--] years for 393MW at Helios - raised $500M in equity issuance (used for Helios P1 and P2) - listed on the NASDAQ - Integrations with Fireblocks Bitgo Zodia"
X Link 2025-07-19T16:59Z [----] followers, [----] engagements

"Careful. $CIFR"
X Link 2025-07-23T02:41Z [----] followers, [----] engagements

"Listening to this now. REALLY REALLY good interview by @SamirTabar. Good to get his thoughts. Seems to be ahead of the curve and market is not realizing it AGAIN. Also shared his thoughts on miners transitioning to HPC. $BTBT $WYFI @BitDigital_BTBT Join @SamirTabar CEO of @BitDigital_BTBT discussing Q2 Earnings $ETH Strategy & Bitcoin Mining outlook on todays @powermining_BTC Podcast ✅✅✅ $BTBT https://t.co/FCm5XPm3J1 https://t.co/hIl9v1jpuY Join @SamirTabar CEO of @BitDigital_BTBT discussing Q2 Earnings $ETH Strategy & Bitcoin Mining outlook on todays @powermining_BTC Podcast ✅✅✅ $BTBT"
X Link 2025-08-18T21:17Z [----] followers, [----] engagements

"Really think $GLXY outperforms $IREN from here"
X Link 2025-09-02T14:58Z [----] followers, 12.4K engagements

"I think the marker of a successful business is really simple. Do you have clients or not - @SamirTabar $WYFI $BTBT 💀 We are pleased to announce our upcoming Bitcoin Mining & High Performance Computing Panel taking place September 9th2:30 P.M. ET at our27th Annual Global Investment Conference. Moderated by @russellcann Chief Development Officer of @Core_Scientific panelists will examine https://t.co/o8xZfO1Unc We are pleased to announce our upcoming Bitcoin Mining & High Performance Computing Panel taking place September 9th2:30 P.M. ET at our27th Annual Global Investment Conference."
X Link 2025-09-09T19:55Z [----] followers, [----] engagements

"Terrible no good very bad morning for me $IREN $CIFR Good morning $CIFR and $IREN bulls 📈 https://t.co/nPiJmVt9ar Good morning $CIFR and $IREN bulls 📈 https://t.co/nPiJmVt9ar"
X Link 2025-10-15T12:47Z [----] followers, [----] engagements

"Oh nooooo $IREN is down Time for a market manipulation/shakeout post from a director on the board of @IREN_Ltd Mr @mikealfred"
X Link 2025-10-16T13:53Z [----] followers, [----] engagements

"No. @novogratz isnt stupid. Hes laying the groundwork to make a killing by strengthening the balance sheet. $GLXY Told you $glxy is piece of shit stock. They're watching the anemic price action and add fuel to the fire. Extremely disappointing move by Galaxy management. -9% AH Told you $glxy is piece of shit stock. They're watching the anemic price action and add fuel to the fire. Extremely disappointing move by Galaxy management. -9% AH"
X Link 2025-10-27T22:34Z [----] followers, [----] engagements

"Since management @olivierfrancois @Forson is silent I will commence bullish posting on $DEFT starting tomorrow. No need for payment like you guys did with @APompliano and @ericjackson Ill do it for retail 💪"
X Link 2025-10-30T15:38Z [----] followers, [----] engagements

"@JackMenshaw Can you guys explain how this is bullish for $IREN They dropped $IREN as a CSP signed up for 40k GB300s from $CRWV and landed a tenant for their data center build out"
X Link 2025-10-30T22:10Z [----] followers, [----] engagements

"Inference growth will massively benefit AI players that have strategic sites. Think $NBIS in NJ for example. $WYFI has an intriguing opportunity. What happens to Texas with its concentrated compute capacity AI training and inference demand is expected to more than triple by [----] rising from 44GW in [----] to more than 155GW by [----]. $NVDA $AMD $AVGO https://t.co/ZVRC567LtY AI training and inference demand is expected to more than triple by [----] rising from 44GW in [----] to more than 155GW by [----]. $NVDA $AMD $AVGO https://t.co/ZVRC567LtY"
X Link 2026-01-19T01:47Z [----] followers, [---] engagements

"Q&A $DEFT Q - marketing budget A - low ramp up for [----] especially in Scandinavian countries Q - long term vision A - build largest asset manager ex US. Might enter US. Looking at markets that will bring in good margins. Building out active strategies. Q - $100m raise if to deploy capital which business line A - looking to deploy across all lines most will go to valour. Will continue for vertical integration. Some will be used for seed money. Launching a custody and funds business. Investing into vertical integration taking middle man's margin. Building a lot of infra for ourselves. Building"
X Link 2026-01-22T20:02Z [----] followers, [----] engagements

"Inverse Head and Shoulders for $DEFT"
X Link 2026-01-23T20:28Z [----] followers, [----] engagements

"Woah this is very exciting $DEFT I am looking forward to participating as a panelist at Canaccord Genuity's (@CG_Driven)- Global Capital Markets Digital Assets Breakfast Panel Event in London on February [--] alongside Freddie New Co-Founder & Chief Policy Officer at @bitcoinpolicyuk Katharine Wooller Chief I am looking forward to participating as a panelist at Canaccord Genuity's (@CG_Driven)- Global Capital Markets Digital Assets Breakfast Panel Event in London on February [--] alongside Freddie New Co-Founder & Chief Policy Officer at @bitcoinpolicyuk Katharine Wooller Chief"
X Link 2026-01-25T21:20Z [----] followers, [----] engagements

"This is a problem for the whole neocloud space. Sure we have a power bottle neck right now but that wont always exist. Neocloud customers hyperscalers will shift the compute they rent in house. How will neoclouds survive $IREN $WYFI $WGMI As I've been arguing the neoclouds will live or die by their ability to secure their own tenants who are not the hyperscalers. This is from a Morgan Stanley meeting with MSFT management note. https://t.co/yrQhlHZmjH As I've been arguing the neoclouds will live or die by their ability to secure their own tenants who are not the hyperscalers. This is from a"
X Link 2026-01-27T19:35Z [----] followers, [----] engagements

"One of the most bullish things about $DEFT and their AUM is that theyll receive inflows (leading to AUM growth) from clients buying the $HYPE ETP. The price appreciation is just one single layer. The flows are another. Look at the impact $SUI had on DEFT with its monster run. With DEFT you dont necessarily need to bet and pick the right crypto token that will have a massive run. DEFTs business model does it for you. Even if Hype is a tiny % of AUM now it can grow quickly and to a substantial amount. Im personally looking out for this to attempt to quantify this effect. Hype flips Solana this"
X Link 2026-01-28T14:48Z [----] followers, [----] engagements

"@ericjackson Interesting are you still holding $DEFT or did you dump it all"
X Link 2026-01-28T20:54Z [----] followers, [----] engagements

"bullish or bearish the $IREN earnings call may be filled with several catalysts. - financing terms - $250m year end Cloud rev - $500m+ Q1 guidance upgrade - BC total retrofit w/ timeline - more contracts and/or GPU orders - Childress beyond H4 - SW progress A lot is in the hands of management. https://twitter.com/i/web/status/2017270907031420929 https://twitter.com/i/web/status/2017270907031420929"
X Link 2026-01-30T16:17Z [----] followers, [---] engagements

"Lowest close for $DEFT since May 16th 2004"
X Link 2026-01-30T23:22Z [----] followers, [---] engagements

"@ilzmcfly Moreso what what they were able to do in a power shortage and their ability to monetize it"
X Link 2026-02-02T00:24Z [----] followers, [---] engagements

"I dont follow $WULF too closely but this may be the 2nd or 3rd BTC miner name that just went out and purchased access to power. Nearly 700mw current capacity secured that can scale to 1.5GW. 1.) Doesnt this kill the whole thesis of how valuable power access is Cant just slap a multiple on the MW just because there's a shortage. Need to be able to develop it. $WULF has shown they can do. Sold out of their capacity. And are securing rights for more 2.) If im not mistaken they still have BTC operations I believe that may because Laker Mariner will scale to 750mw so they have wiggle room to keep"
X Link 2026-02-03T16:09Z [----] followers, [----] engagements

"dang what happened to $GLXY"
X Link 2026-02-03T16:54Z [----] followers, [---] engagements

"@BradMunchen I cant see anything other than $TSLA crashing form this. Musk is launching his new darlings to the market that he has a stronger incentive to pump and those companies are at least growing top line"
X Link 2026-02-03T18:11Z [----] followers, [---] engagements

"@RHouseResearch @institLPGP would that not be considered "financing" and/or "contribution of capital""
X Link 2026-02-04T20:04Z [----] followers, [--] engagements

"rough math gives me $300m+ of the 6.8% share $CEMX is keeping of RDC. Comes out to $500m+ payout for $WULF. More the higher you value the DC. I dont follow $WULF too closely but this may be the 2nd or 3rd BTC miner name that just went out and purchased access to power. Nearly 700mw current capacity secured that can scale to 1.5GW. 1.) Doesnt this kill the whole thesis of how valuable power access is Cant just I dont follow $WULF too closely but this may be the 2nd or 3rd BTC miner name that just went out and purchased access to power. Nearly 700mw current capacity secured that can scale to"
X Link 2026-02-04T21:24Z [----] followers, [---] engagements

"Really solid out performance from @matthew_sigel $NODE $DAPP"
X Link 2026-02-05T15:54Z [----] followers, [---] engagements

"$125 price target for $IREN when they value their $MSFT deal at 9% unlevered IRR is wild. $IREN 1) Bernstein released a research report price target reiterated at $125 2) Macquarie out with $70 target. https://t.co/oHa6XfkD74 $IREN 1) Bernstein released a research report price target reiterated at $125 2) Macquarie out with $70 target. https://t.co/oHa6XfkD74"
X Link 2026-02-06T14:35Z [----] followers, [----] engagements

"Sure 1.) thats what the report mentioned. Terrible IRR but theyre slapping a high price target on it doesnt make it sense. Seems like theyre giving an inflated multiple on revenue. 2.) financing sounds great but what are the exact terms. And why wasnt it for 100% of the GPUs they did 100% financing before. https://twitter.com/i/web/status/2019816289867387075 https://twitter.com/i/web/status/2019816289867387075"
X Link 2026-02-06T16:51Z [----] followers, [---] engagements

"$3.6B financing $1.94B prepayment $.2B Dell financing Basically at $5.8B $IREN Obviously terms of the financing matters but some creative strategies being deployed from miners"
X Link 2026-02-07T04:10Z [----] followers, [---] engagements

"@runningthemodel @JoshInvestsAI I mean the financing is the biggest disagreement and we dont know the full terms hence why we do unlevered IRRs"
X Link 2026-02-07T14:10Z [----] followers, [--] engagements

"@mark_dow Calling it over [--] years ago is crazy. Not sure itll change his supporters minds"
X Link 2026-02-07T19:05Z [----] followers, [--] engagements

"@RLHeinrichs moral depravity from president trump I would've expected outrage from American Christians over this"
X Link 2026-02-08T02:15Z [----] followers, [---] engagements

"@WaterworldCapi1 @leevalueroach Idk why youre laughing yahoo finance is worth [---] times $BAC"
X Link 2026-02-08T22:05Z [----] followers, [--] engagements

"@grok instead of looking at value can you tell me how much money in grants contracts loans anything has SpaceX and Tesla received from the government (include federal state etc). Break it down by company % of cumulative revenue % of net profits. Also try to quantify the federal EV tax credit and how much impact it had on Tesla sales in the US. https://twitter.com/i/web/status/2020873169368658345 https://twitter.com/i/web/status/2020873169368658345"
X Link 2026-02-09T14:51Z [----] followers, [----] engagements

"call notes $IREN Interesting how Dan Roberts $IREN stated demand is not the constraint for them yet they missed their year end revenue guide (even the low end of $200m) only have only $400m under contracts after months no update on Childress retrofit"
X Link 2026-02-09T17:56Z [----] followers, [---] engagements

"less than 6% interest rate is crazy need to hear more about this. Also what stopped them from financing the full GPU capex the prepayment is from the contract they should still be able to finance all of the GPUs"
X Link 2026-02-09T17:59Z [----] followers, [--] engagements

"CCC makes sense but theyve really only disclosed one customer. Havent shared much on BC since. they mentioned air cooling is getting demand will childress asic retrofit happen"
X Link 2026-02-09T18:01Z [----] followers, [--] engagements

"Kent saying PG cutouts are setup just waiting on GPU deliveries. Im guessing thats a day of snapshot not year end. But that was restricted for b2/300s are other GPUs having trouble dont forget they ordered [----] gb300s"
X Link 2026-02-09T18:04Z [----] followers, [--] engagements

"BOOM $IREN Brett: "relative to first big deal. what are you seeing from a pricing environment. are you seeing something similar (improved pricing) when it comes to the cloud deals"" Kent "Seeing very strong demand. demand for longer tenors. interest in air cooled. ability to get prepayments. see a very strong demand picture" NO MENTION OF BETTER PRICING POWER Tee'd up question to state theyve got better pricing power and doesnt answer. @danroberts0101 jumps in "pricing is one dimension of a commercial negotiations" stresses the GPU financing instead"
X Link 2026-02-09T18:56Z [----] followers, [---] engagements

"Q on BC ramp up "allowing us to to the $.5b IN arr AT THAT SITE." ok seems like the $.5B should be secured no change in guidance there aside from a delay. Affirms $1b at MCF for 40k gpus. $2.85 gpu/hr off that ARR for 110mw. likely B2/b300s. Lambda charging $3.49+ for [--] year of a b200. Comes down to margin but thats $224m IREN is giving up https://twitter.com/i/web/status/2020948496317034807 https://twitter.com/i/web/status/2020948496317034807"
X Link 2026-02-09T19:50Z [----] followers, [--] engagements

""and theres a real opportunity cost of signing a bad deal" i agree. why did you do it also an opportunity cost of not signing any deals"
X Link 2026-02-09T20:19Z [----] followers, [--] engagements

"Kent on BC: $IREN "$3B capex" using $1.5B rev 85% contract renewal 90% GM: 26% IRR"
X Link 2026-02-09T20:36Z [----] followers, [---] engagements

"assuming leverage 57% IRR"
X Link 2026-02-09T20:37Z [----] followers, [---] engagements

"RT @Lazarus_Capital: Kent on BC: $IREN "$3B capex" using $1.5B rev 85% contract renewal 90% GM: 26% IRR"
X Link 2026-02-09T20:38Z [----] followers, [--] engagements

"funny how even they recognize they can get away with so much 💩if they appeal to the MAGA talking points Novo Nordisks lawsuit is a blatant attack by a Danish company on millions of Americans who rely on compounded medications for access to personalized care. Once again Big Pharma is weaponizing the US judicial system to limit consumer choice. This lawsuit attacks more than just Novo Nordisks lawsuit is a blatant attack by a Danish company on millions of Americans who rely on compounded medications for access to personalized care. Once again Big Pharma is weaponizing the US judicial system to"
X Link 2026-02-09T20:54Z [----] followers, [---] engagements

""Over the past [--] months Russell [----] Index has outperformed NDX by over 10% (among the largest 3M outperformance in the last [--] years)" $IWM $QQQ from Mandy Xu"
X Link 2026-02-09T20:58Z [----] followers, [---] engagements

"@madridraptor @Franchise9494 Helios already has a tenant the $50+ valuation is assuming a higher $/watt"
X Link 2026-02-10T19:35Z [----] followers, [--] engagements

"@RHouseResearch get lost nerd youre hurting the narrative"
X Link 2026-02-10T20:36Z [----] followers, [---] engagements

"@anandragn it had a 60% move off the lows in two days. This stock can either make ATHs tomorrow or get cut in half you never know"
X Link 2026-02-10T20:53Z [----] followers, [----] engagements

"@anandragn $WULF at 52wk highs with $APLD $HUT close to theirs shows the market is rewarding execution"
X Link 2026-02-10T20:56Z [----] followers, [---] engagements

"Better pricing is needed from $IREN. If theyre unable to achieve that it doesnt matter how much power they have. On earnings they were asked point blank if theyre seeing better pricing they didnt answer. When your deal has terrible economics even a 6% rate (assuming no fees) doesnt help much. $IREN https://t.co/5XsQDIpsVM When your deal has terrible economics even a 6% rate (assuming no fees) doesnt help much. $IREN https://t.co/5XsQDIpsVM"
X Link 2026-02-10T21:14Z [----] followers, [----] engagements

"Technically they answered that demand is strong. That theyre seeing longer tenors prepayments air cool interest but nothing on better pricing"
X Link 2026-02-10T21:14Z [----] followers, [---] engagements

"Nebius $NBIS wins in the end. Theyre basically building an alternative AI platform thats not run by the hyperscalers while currently maximizing their potential with IaaS to solidify themselves as a premier player and derisk compute for the future. Winning now. Winning later. Were not just aninfrastructure-as-a-service company were building the complete platform for anyone who wants tobuild AIproducts agents orservices. Tavily issolving acritical part ofthis stack with agentic search and has proven itwith strong developer adoption. This Were not just aninfrastructure-as-a-service company were"
X Link 2026-02-10T21:44Z [----] followers, [----] engagements

"@JarronJackson4 @TickerSymbolYOU Idk their shareholders have the same access to information as i do theyre free to make their own decisions"
X Link 2026-02-10T21:46Z [----] followers, [---] engagements

"@JarronJackson4 @TickerSymbolYOU my spreadsheet has a higher IRR than them. theyre saying the deal is even worse"
X Link 2026-02-10T21:53Z [----] followers, [--] engagements

"Higher pricing would be offset from higher capex. Same margin profile but higher absolute value per MW for $IREN Very interesting @FransBakker9812 $IREN Summary from Grok: - Frans Bakker's post analyzes a new hardware substitution clause in Iris Energy's ($IREN) $9.7 billion Microsoft deal allowing replacement of NVIDIA GB300 GPUs with more efficient VR200 GPUs in Horizon data center Very interesting @FransBakker9812 $IREN Summary from Grok: - Frans Bakker's post analyzes a new hardware substitution clause in Iris Energy's ($IREN) $9.7 billion Microsoft deal allowing replacement of NVIDIA"
X Link 2026-02-11T00:26Z [----] followers, [---] engagements

"ugh. $TSLA green. No matter what"
X Link 2026-02-11T15:02Z [----] followers, [---] engagements

"For reference I get a 39%+ IRR for the $NBIS $MSFT deal vs 18% $IREN $MSFT When your deal has terrible economics even a 6% rate (assuming no fees) doesnt help much. $IREN https://t.co/5XsQDIpsVM When your deal has terrible economics even a 6% rate (assuming no fees) doesnt help much. $IREN https://t.co/5XsQDIpsVM"
X Link 2026-02-11T15:29Z [----] followers, [---] engagements

"Used the same financing $IREN got for $NBIS lower per gpu capex 1st year colo rent of $2.1m/mw 3% escalator $164m pa in taxes and insurance nearly half a billion in electricity costs (modeling 3x the prices that IREN guides to)"
X Link 2026-02-11T15:29Z [----] followers, [---] engagements

"yet still barely off ATHs $IWM Russell $IWM has not had a single [--] minute green candle since the opening bell. [--] minutes of nonstop selling. https://t.co/4BYyj7WN6A Russell $IWM has not had a single [--] minute green candle since the opening bell. [--] minutes of nonstop selling. https://t.co/4BYyj7WN6A"
X Link 2026-02-11T15:33Z [----] followers, [---] engagements

"@Forson @ValourFunds @DeFiTechGlobal @grok can you summarize and give me the main points"
X Link 2026-02-11T15:37Z [----] followers, [---] engagements

"@treasury_bill agreed but the earnings call shut any pricing power down"
X Link 2026-02-11T15:48Z [----] followers, [--] engagements

"$3.7B to acquire additional 63k GPUs that will yield $1B in revenue for the first year is at best a [---] payback period on revenue assuming its a 4+ year contract. Assume 90% gross margins and the payback period is [--] on GROSS profits again assuming they have signed a [--] year contract. In reality pricing will drop every single year. https://twitter.com/i/web/status/2021634948499730810 https://twitter.com/i/web/status/2021634948499730810"
X Link 2026-02-11T17:18Z [----] followers, [--] engagements

"@DeepDishEnjoyer We have such amazing freedoms in America that we are only allowed to care about the exploitation and sexual abuse of children when the market is down"
X Link 2026-02-11T17:28Z [----] followers, [----] engagements

"The Dow is over [-----] right now. I dont know why youre laughing. Anyone mentioning Epstein why children are slaughtered in a war that Trump ended in [--] hours and Trumps WLFI connections to CZ/Middle East will be labeled an illegal and deported by ICE #MAGA Three babies and their father were murdered by the russian terrorist attack last night in Bohodukhiv Kharkiv region. The russian drone destroyed a private home covering all five family members w/ the rubble. First responders rescued their mother she is pregnant heavily https://t.co/As0tA2MnvX Three babies and their father were murdered by"
X Link 2026-02-11T17:36Z [----] followers, [---] engagements

"You dont need to have a bottle neck to have a head start. CRWV started focusing on cloud applications in [----] while IREN started getting some sort of cloud revenue in [----]. [--] year difference. Currently theres a premium for AI engineers and companies. Youll have to pay more to poach (see META) and/or pay a premium to acquire/hire talent. So the forward path isnt the same IREN if it wants to follow in CRWVs footsteps they will have to pay a massive premium. Thats just to catch up to their current state while CRWV is Constantly improving"
X Link 2026-02-11T17:42Z [----] followers, [--] engagements

"@dotkrueger @grok can you model this out but instead use 2025s performance for BTC and MSTR [--] year return"
X Link 2026-02-11T17:47Z [----] followers, [---] engagements

"sure but if you just look at their PG execution and their guide for BC their full year guide didnt change which was released per MSFT. Theyre effectively guiding to the same pricing despite landing MSFT having H100 prices increase and grow their cloud deployment. $500m not contracted out for PG is also concerning. People are focused on the next "hyperscaler deal" but their fattest margins are going to be at BC and they havent really been executing. https://twitter.com/i/web/status/2021643242761076772 https://twitter.com/i/web/status/2021643242761076772"
X Link 2026-02-11T17:51Z [----] followers, [--] engagements

"yeah good point on their capital but now bake in their future paths from here on out. Cant really define it but I did give an example of META shelling out the big bucks to restart* their AI initiatives. Unimaginable dropping that kind of money in [----]. Also need to look at the market for these AI engineers not just total supply. Meta wouldnt be dropping that kind of money along with NBIS/CRWV/etc for companies that can improve their stack if there was excess supply. Just to really bring home the technical knowledge gap NBIS and CRWV have built an expertise in setting up and running their"
X Link 2026-02-11T18:03Z [----] followers, [--] engagements

"@PpollingNumbers Looks like an abuse of power and attempt to keep his peeps in line. Either you serve our country or a man"
X Link 2026-02-12T01:16Z [----] followers, [---] engagements

"I think youre using numbers on the higher end but not too far off. With META and most hyperscalers they can see the applications for their AI initiatives. Makes sense to spend. And better to build and own then be beholden to a landlord especially if you can get solid financing for it https://twitter.com/i/web/status/2021791405023068584 https://twitter.com/i/web/status/2021791405023068584"
X Link 2026-02-12T03:40Z [----] followers, [---] engagements

"Wow $NBIS went from having over 1Gw of contracted power in August to over 3GW TODAY. #powershortage"
X Link 2026-02-12T12:06Z [----] followers, [----] engagements

"Sorry over 3GW for year end. Read the slides letter has more info. 800-1000mw connected power by year end. Over 2GW contracted right now"
X Link 2026-02-12T12:31Z [----] followers, [---] engagements

"Vast majority of power will come from owned data centers Ooof"
X Link 2026-02-12T12:32Z [----] followers, [---] engagements

"lol Arkady just shared $NBIS has been selling out of capacity in Q3 Q4 and already sold out for Q1 🤯"
X Link 2026-02-12T13:11Z [----] followers, [---] engagements

"Over 2GW secured today - call"
X Link 2026-02-12T13:13Z [----] followers, [---] engagements

"notes on $NBIS call: - Launched* company [---] years ago - ARR $1.25B - Capacity sold out in Q3 Q4 and already sold out for Q1 - contract duration grew by 50%. - GPU pricing for older GPUs on renewal not falling - More compute sophistication demand - Enterprise demand for larger workloads growing - Compute constraints remain for the industry - Hence why NBIS accelerating capacity expansion plans - 2GW contracted power TODAY 3GW goal for year end aiming for .8-1GW of connected power by year end - Two dimensional growth capacity and product - focus is building out their cloud platform - recently"
X Link 2026-02-12T15:06Z [----] followers, [---] engagements

"@mark_dow not to be rude but did she have a lot work done after this"
X Link 2026-02-12T15:58Z [----] followers, [----] engagements

"@treasury_bill @FransBakker9812 @jiahanjimliu one of the smallest increases as % of holding"
X Link 2026-02-12T16:32Z [----] followers, [--] engagements

"man $TSLA always up or barely red constantly out performing the market baffles me"
X Link 2026-02-12T16:35Z [----] followers, [---] engagements

"BREAKING: Investors start liquidating their retirement portfolios in attempt to get the Dow under [-----] to force the government to bring justice to children who were raped. Leading the investigation: Pam Bondi"
X Link 2026-02-12T19:32Z [----] followers, [---] engagements

"Literally the definition of dont look up but now its dont look at the Epstein files dont talk about it dont believe it. DOJ Admits Tracking Lawmakers Epstein Files Search HistoryAs Spying Backlash Grows https://t.co/XeQD7vlIxh https://t.co/D2gWbsTB7p DOJ Admits Tracking Lawmakers Epstein Files Search HistoryAs Spying Backlash Grows https://t.co/XeQD7vlIxh https://t.co/D2gWbsTB7p"
X Link 2026-02-12T22:47Z [----] followers, [---] engagements

"This narrative of AI disrupting software and sending them to zero is equivalent of how the market was underwriting software during Covid. Over extrapolating initial advances"
X Link 2026-02-12T23:17Z [----] followers, [---] engagements

"I get the incentive of owing the compute and DC but why pay a premium for a name thats already trading at a premium and why WULF Isnt their capacity accounted for outside of their recent deal Youll be paying $10B and still need to pour capex into building it out. So $10B for the power they just got for a few hundred mill and their team Ive only seen CRWV make a bid for a BTC miner and it was for CORZ who was missing deadlines for them. And that was back in July before this massive run up"
X Link 2026-02-13T00:57Z [----] followers, [---] engagements

"@JoshInvestsAI They already shared financing rates for the GPUs for BC never shared clients. You dont to wait for hyperscaler deals you can see their pricing power already or lack of"
X Link 2026-02-13T01:06Z [----] followers, [--] engagements

"@RHouseResearch asked Claude for their deals for the one with higher values I halved the discount rate and valued the DCs at build cost after the end of the deal"
X Link 2026-02-13T03:19Z [----] followers, [---] engagements

"@ralakbar Mad respect for Joe Wilson"
X Link 2026-02-13T04:11Z [----] followers, [--] engagements

"Yes because they didnt have cash on hand it makes the return even worse when you look at how the funds were raised. Equity offering in December too. For the sake of evaluating the deal I didnt model out any dilution or the cost of raising the funds required for capex. No not all. They shared the announcement on October that they landed multi year contracts but not for the full capacity. I believe they worked since then on securing contracts for their compute. And Im not focused on their revenue but on their ARR. they missed their year end guide and shared contracted revenue not actual ARR day"
X Link 2026-02-13T15:23Z [----] followers, [--] engagements

"What kind of a person would say such a foolish thing as this" - Bill Maher Thats why our president is having a meltdown. Because he was asked about China banning ALL hockey. Take a deep breath Mr. President https://t.co/mNpepdtGmt Take a deep breath Mr. President https://t.co/mNpepdtGmt"
X Link 2026-02-14T16:52Z [----] followers, [---] engagements

"February [----] April [----] February [----] The last three times $SOL was at these levels. Good read through for $DEFT"
X Link 2026-02-02T14:12Z [----] followers, [----] engagements

"@FrameworkWisely @ilzmcfly Sure but this is the closest apples to apples comparison since its the same customer for the same GPUs"
X Link 2026-02-13T21:20Z [----] followers, [--] engagements

"The more info comes out the less respect I have for $PSKY and the Ellisons. What a joke $WBD $NFLX https://www.bloomberg.com/news/articles/2026-02-15/warner-bros-weighs-reopening-sale-negotiations-with-paramount https://www.bloomberg.com/news/articles/2026-02-15/warner-bros-weighs-reopening-sale-negotiations-with-paramount"
X Link 2026-02-16T01:46Z [----] followers, [---] engagements

"Geographical and production expansions $DEFT Brazil. UK Retail. ETP staking products. Wouldnt know it by the stock price but theyve been delivering lately. Valour has secured UK regulatory approval and has begun offering select Valour ETPs to UK retail investors through the London Stock Exchange starting January [--] [----]. 💬 This is a major milestone for Valour and @DeFiTechGlobal as we continue expanding access to regulated https://t.co/hkU9kdiL00 Valour has secured UK regulatory approval and has begun offering select Valour ETPs to UK retail investors through the London Stock Exchange"
X Link 2026-01-27T13:37Z [----] followers, [----] engagements

"massive outperformance for $DEFT over $IBIT does this hold"
X Link 2026-02-02T15:26Z [----] followers, [---] engagements

"Is this a potential move for $DEFT Very similar set up to liberation day"
X Link 2026-02-02T16:35Z [----] followers, [----] engagements

"Latest info shows over $1m in AUM for $HYPE $DEFT"
X Link 2026-02-02T22:34Z [----] followers, [---] engagements

"Really shows the advantage $DEFT has by having launched a $HYPE ETP months ago. That's one of the advantages they have by being a crypto company tuned in on the latest projects theyre able to identify assets that can transform the industry and offer access to their customers @ValourFunds @HyperliquidX @reflexivityres #Valour has an ETP with the @HyperliquidX #HYPE token as the underlying asset. @ValourFunds has provided a super useful overview of some of the characteristics that make HYPE interesting. We consider our Valour Hyperliquid (HYPE) SEK ETP an excellent way to gain secure"
X Link 2026-02-04T15:02Z [----] followers, [----] engagements

"I dont want to jinx but $DEFT performing relatively well whiel crypto sells off shows how hard its already been hit a lot of news baked in trading closer to P/B liquidation value than potential. Good and bad thing. Bad since the opportunity cost changes"
X Link 2026-02-04T16:15Z [----] followers, [----] engagements

"A Faith Under Siege via @YouTube https://youtu.be/bhm-Tppg89Qsi=NSBprHtxjMIO-ndj https://youtu.be/bhm-Tppg89Qsi=NSBprHtxjMIO-ndj"
X Link 2026-02-09T16:08Z [----] followers, [---] engagements

"@RHouseResearch Im not sure it makes sense. Google took a stake in Wulf since theyre building out the DCs for fluidstack which will likely run TPUs. Plus $HUT is the one handling the DC for the Anthropic fluidstack hut deal that can be for over 2.2GW"
X Link 2026-02-13T00:23Z [----] followers, [---] engagements

"@ASFleischman @mark_dow I honestly think that 90%+ of them feel they were in the right"
X Link 2026-02-13T20:42Z [----] followers, [----] engagements

"A lot of the funding partners have been hit because of private credit lending to software (Ares blue owl). That limits overall lending for AI buildouts. Market also getting cautious on this massive capex spend ($AMZN). Bad earnings from $IREN for a high beta name in a weak market and you can have a major sell off. Having said that even as a bear this name can hit ATHs by the end of the month. Crazier things have happened. https://twitter.com/i/web/status/2019610153654386973 https://twitter.com/i/web/status/2019610153654386973"
X Link 2026-02-06T03:12Z [----] followers, [---] engagements

"interesting position for $DEFT Inverse head and shoulders pattern The stock has made lowers highs and lower lows though. Continued downtrend or reversal here will be a key catalyst. Sentiment is in the gutter"
X Link 2026-01-27T18:03Z [----] followers, [----] engagements

"@NEWSMAX @mobbs_mentality @Shelby_Wilder Great to see the comments of people having compassion for others especially children"
X Link 2026-02-15T16:34Z [----] followers, [---] engagements

"@bitcoinbutcher1 What pricing power and margin are you guys expecting if they upgrade the MSFT/DELL deal to Rubins"
X Link 2026-02-16T02:36Z [----] followers, [---] engagements

"When your deal has terrible economics even a 6% rate (assuming no fees) doesnt help much. $IREN 1/ Capital We secured $3.6bn of committed GPU financing for the Microsoft contract at 6% p.a. Combined with the $1.9bn Microsoft prepayment that covers 95% of GPU-related capex at an average interest cost just over 3%. 1/ Capital We secured $3.6bn of committed GPU financing for the Microsoft contract at 6% p.a. Combined with the $1.9bn Microsoft prepayment that covers 95% of GPU-related capex at an average interest cost just over 3%"
X Link 2026-02-10T21:07Z [----] followers, 14.3K engagements

"@BBCBreaking Russian bots trying to discredit the BBC when they are giving direct quotes"
X Link 2026-02-14T14:34Z [----] followers, 22.3K engagements

"@evrgn11112231 How do you normally model it out"
X Link 2026-02-15T17:49Z [----] followers, [---] engagements

"@RepDonBacon Im thankful to have people like you who fear and love the Lord in our government. Thank you bacon"
X Link 2026-02-16T00:38Z [----] followers, [---] engagements

"The funny part is while I think its a solid deal for $NFLX if they lose out theyll get this overhead that the market is assigning them removed and the break up fee of $2.8B+ lol"
X Link 2026-02-16T01:49Z [----] followers, [---] engagements

"Glad theyre able to run Twitter with [--] engineers"
X Link 2026-02-16T14:09Z [----] followers, [--] engagements

Topic Creators

https://lunarcrush.com/api4/public/topic/:topic/creators/v1

Get the top creators for a social topic

input parameters:

Example request:

curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/topic/bitcoin/creators/v1

Example response:

{
  "data": [
    {
      "creator_id": "twitter::1605310254085980161",
      "creator_name": "Bitcoin_Teddy",
      "creator_avatar": "https://pbs.twimg.com/profile_images/1739753415134138368/FrWHMAnb_200x200.jpg",
      "creator_followers": 74293,
      "creator_rank": 1,
      "interactions_24h": [-------]
    }
  ]
}

Schema:

Creators List

https://lunarcrush.com/api4/public/creators/list/v1

Get a list of trending social creators over all of social based on interactions. To get lists of creators by category or topic see the topics and categories endpoints.

Example request:

curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creators/list/v1

Example response:

{
  "data": [
    {
      "creator_name": "elonmusk",
      "creator_display_name": "Elon Musk",
      "creator_id": "44196397",
      "creator_network": "twitter",
      "creator_avatar": "https://pbs.twimg.com/profile_images/2008546467615580160/57KcqsTA_200x200.jpg",
      "creator_followers": 234295750,
      "creator_posts": 3649,
      "creator_rank": 1,
      "interactions_24h": [---------]
    }
  ]
}

Schema:

Creator

https://lunarcrush.com/api4/public/creator/:network/:id/v1

Get detail information on a specific creator

input parameters:

Example request:

curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creator/twitter/elonmusk/v1

Example response:

{
  "data": {
    "creator_id": "twitter::44196397",
    "creator_name": "elonmusk",
    "creator_display_name": "Elon Musk",
    "creator_avatar": "https://pbs.twimg.com/profile_images/2008546467615580160/57KcqsTA_200x200.jpg",
    "creator_followers": 234296337,
    "creator_rank": 2,
    "interactions_24h": 318539577,
    "topic_influence": [
      {
        "topic": "in the",
        "count": 294,
        "percent": 5.88,
        "rank": [--]
      }
    ],
    "top_community": [
      {
        "creator_name": "grok",
        "creator_display_name": "Grok",
        "creator_avatar": "https://pbs.twimg.com/profile_images/1893219113717342208/Vgg2hEPa_200x200.jpg",
        "count": [---]
      }
    ]
  }
}

Schema:

Creator Time Series

https://lunarcrush.com/api4/public/creator/:network/:id/time-series/v1

Get time series data on a creator.

input parameters:

Example request:

curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creator/twitter/lunarcrush/time-series/v1

Example response:

{
  "config": {
    "network": "twitter",
    "influencer_id": "twitter::988992203568562176",
    "interval": "1w",
    "start": 1769990400,
    "end": 1770681600,
    "bucket": "hour",
    "name": "lunarcrush",
    "remote_api": "danode1-13",
    "generated": [----------]
  },
  "data": [
    {
      "time": 1769990400,
      "followers": 305326,
      "interactions": 717,
      "posts_active": 14,
      "creator_rank": [------]
    }
  ]
}

Schema:

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