@OInvests OliOli posts on X about $iren, $nbis, nbis, stocks the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
Social category influence stocks 41.75% finance 20.39% technology brands 9.71% cryptocurrencies 6.8% automotive brands 3.88% countries 1.94% celebrities 0.97%
Social topic influence $iren #65, $nbis #78, nbis 10.68%, stocks 9.71%, ai 8.74%, $amzn #561, iren #26, $vrt #205, $rklb #323, $btc #2507
Top accounts mentioned or mentioned by @blackpanthercap @accountingds @remotenavigator @tobyinvesting @accounting_ds @barcelonabatmn @jiahanjimliu @hyperaicapital @trendspider @themarketjarl @longinvest32 @mariuszinvest @lmaosuine420 @knasty626 @docfager @caesarcapitalz @grok @ashton1nvests @mpetrillo41 @kevinxu
Top assets mentioned Iris Energy Limited (IREN) Nebius Group N.V. Class A Ordinary Shares (NBIS) Amazon.com, Inc. (AMZN) Vertiv Holdings Co (VRT) Rocket Lab USA, Inc. Common Stock (RKLB) Bitcoin (BTC) CoreWeave, Inc (CRWV) Palantir Technologies Inc. (PLTR) Tesla, Inc. (TSLA) SPDR S&P [---] ETF Trust (SPY) Constellation Energy Corp (CEG) Vistra, Corp. (VST) Alphabet Inc Class A (GOOGL) Metadium (META) Ondas Holdings Inc. Common Stock (ONDS) NVIDIA Corp. (NVDA) MercadoLibre Inc (MELI) Oklo Inc. (OKLO) Vixco (VIX) Hims & Hers Health, Inc. (HIMS) Microsoft Corp. (MSFT) Advanced Micro Devices (AMD) Apple, Inc. (AAPL)
Top posts by engagements in the last [--] hours
"@BlackPantherCap Agree defence is a growing theme of the future. Out of this list which is your top [--] in order"
X Link 2026-01-31T13:07Z [---] followers, [---] engagements
"You dont need [--] stocks to get rich. You dont need [--] for life-changing returns. You need [--]. [--] Max. [--] stock = conviction and deep understanding (higher risk). [--] stocks = sector diversification across future themes you believe in. Beyond [--] youre not reducing risk youre increasing the odds of being wrong. The probability of being right once is low. Being right [--] times is far lower. https://twitter.com/i/web/status/2017891751818670582 https://twitter.com/i/web/status/2017891751818670582"
X Link 2026-02-01T09:24Z [---] followers, [---] engagements
"@TrendSpider I agree with this rotation. Which energy stocks do you think will benefit most $CEG $VST $OKLO $TE"
X Link 2026-02-01T16:12Z [---] followers, [----] engagements
"$NBIS or $IREN Which is the better buy at current prices π€"
X Link 2026-02-02T10:10Z [---] followers, 32.7K engagements
"@BarcelonaBatmn @TrendSpider Which of these do you like most"
X Link 2026-02-02T10:23Z [---] followers, [---] engagements
"@BarcelonaBatmn @TrendSpider $VRT is more on the side of cooling solution. $VST and $CEG are top [--] nuclear for me"
X Link 2026-02-02T10:41Z [---] followers, [---] engagements
"@silverbackRilaa CORZ"
X Link 2026-02-02T16:52Z [---] followers, [---] engagements
"$AMZN x $IREN this Thursday After Close. Probably nothing though right π€"
X Link 2026-02-03T12:00Z [---] followers, 26.1K engagements
"$IREN reports earnings this Thursday after the close. Speculation is growing about a potential hyperscaler deal Rumours range from $AMZN to $GOOGL to $META. Both $AMZN and $IREN report the same day π But what happens if Thursday comes and no deal is announced"
X Link 2026-02-04T10:26Z [---] followers, 26.3K engagements
"Interesting nice to speak to someone directly involved in processes similar. Outside of $IREN Ive been looking into power generation and stocks like $CEG and $VST. Solar could also be vital for future development with companies like $TE . Are there any energy generation/storage stocks that stand out to you https://twitter.com/i/web/status/2019385436372684869 https://twitter.com/i/web/status/2019385436372684869"
X Link 2026-02-05T12:19Z [---] followers, [---] engagements
"@Knasty626 I didnt expect earnings to shift us out of the overall market sentiment situation but regardless of the miss there were some positives to take from $IREN statement https://x.com/oinvests/status/2019539576944030111s=46&t=2rx4VYnCfZSb1pD1b6SxtA $IREN just reported Q2 FY26 earnings. Earnings were missed and no hyperscaler deal was announced. But heres what actually matters: π Secured grid-connected power increased to 4.5GW+ π $3.6B GPU financing secured at 6% interest π Power capacity scheduled to ramp from 2028"
X Link 2026-02-06T08:02Z [---] followers, [---] engagements
"@DocFager @WaltCapell Which part of AI do you think is a scam"
X Link 2026-02-06T08:03Z [---] followers, [--] engagements
"After multiple red days pre-market is flashing green across AI / growth names. $IREN π’ $NBIS π’ $VRT π’ $ONDS π’ $RKLB π’ $PLTR π’ $TSLA π’ Bottom in or dead cat bounce"
X Link 2026-02-06T11:51Z [---] followers, [----] engagements
"@DeepValueBagger @accounting_ds do you see this as a threat to $TE"
X Link 2026-02-06T15:02Z [---] followers, [---] engagements
"@RemoteNavigator The $VIX remains relatively low and yet still no one knows what caused such volatility. At least with April it was clear. Overall markets bleeding (equities crypto commodities) to me shouts something potentially happening in the background"
X Link 2026-02-06T15:55Z [---] followers, [--] engagements
"@valerijatrades1 Do you think $BTC has bottomed Im not so sure"
X Link 2026-02-07T10:07Z [---] followers, [---] engagements
"@CaesarCapitalz Surely continuous regulatory issues and management is a concern for you at this stage"
X Link 2026-02-07T13:55Z [---] followers, [--] engagements
"@accounting_ds Personally I think an emergency fund should always be kept. It prevents need to sell assets at lower prices to cover unexpected expenses"
X Link 2026-02-08T16:18Z [---] followers, [--] engagements
"@accounting_ds What if you use CC to cover emergency with assurance to cover using salary in coming months but then you later face unexpected job loss prior to CC deadline"
X Link 2026-02-08T16:21Z [---] followers, [--] engagements
"@accounting_ds I hear you we just never know whats around the corner a margin of safety or buffer provides an element of comfort if no need to use"
X Link 2026-02-08T16:31Z [---] followers, [--] engagements
"@RemoteNavigator @grok Algo seems pretty poor yesterday and today tbh my feed also appears quiet"
X Link 2026-02-08T18:01Z [---] followers, [--] engagements
"@BlackPantherCap Welcome to the $RKLB club π sad to see the loss of a fellow Krakhead tho π"
X Link 2026-02-08T18:44Z [---] followers, [---] engagements
"@SpecialSitsNews Progress has been phenomenal but at what stage does diminishing marginal returns start to take place"
X Link 2026-02-08T23:37Z [---] followers, 50.6K engagements
"@Ashton_1nvests No $IREN or $NBIS Im disappointed Ashton π"
X Link 2026-02-09T20:39Z [---] followers, [---] engagements
"@MPetrillo41 Over 60% of my individual stocks portfolio in $IREN you got me"
X Link 2026-02-09T20:46Z [---] followers, [---] engagements
"@TobyInvesting @accounting_ds They have to convince themselves. We all started with the initiative to research how to invest"
X Link 2026-02-09T21:55Z [---] followers, [--] engagements
"@accounting_ds If I had to choose between losing money or never risking losing money. Id choose losing money. At least then you gave ambition and freedom a go. Thankfully I do plenty of due diligence and risk mitigation to hopefully avoid this though π€£"
X Link 2026-02-09T21:59Z [---] followers, [--] engagements
"@TobyInvesting @accounting_ds Trading [---] is great. Gotta love the free friends and family shares π€£"
X Link 2026-02-09T22:00Z [---] followers, [--] engagements
"@TheMarketJarl Cloud based and compute solutions interesting"
X Link 2026-02-10T08:51Z [---] followers, [--] engagements
"@RemoteNavigator The stronger level of support seems to be broken. Will be interesting to see how it fairs here"
X Link 2026-02-10T09:58Z [---] followers, [--] engagements
"Think about ETFs as a secure base. A base that keeps ticking away in the background. A new investor imo should start by lump summing into an ETF to build a solid foundation. Once satisfied with the amount then the question becomes what % of allocation should I split my monthly pay between Index funds and individual stocks. This ratio will likely shift in favour of individual stocks as you gain more experience and understanding for how markets work. All of this is Not Financial advice. https://twitter.com/i/web/status/2021508006727299433 https://twitter.com/i/web/status/2021508006727299433"
X Link 2026-02-11T08:54Z [---] followers, [--] engagements
"@BlackPantherCap This kind of All in is like the @kevinxu All In π€£"
X Link 2026-02-11T22:01Z [---] followers, [---] engagements
"@jiahanjimliu Yep similar situation to last earnings. X was quiet and technicals were consolidating down. Then we gapped up near 30%. Again $NBIS media has been quiet so interested to see what happens tommorow not expecting the same result tho"
X Link 2026-02-11T22:15Z [---] followers, [---] engagements
"This is true. Technicals are merely a Snapshot overview of what the market is feeling and where money is directly flowing. Technicals leading into earnings suggest sentimental weakness. A blow out earnings could change the outlook however $SPY appears to be consolidating and slightly trending downwards. I wrote a post here explaining current market volatility and my current outlook. https://x.com/oinvests/status/2021643306183094631s=46&t=2rx4VYnCfZSb1pD1b6SxtA I wasnt fully convinced by the bounce earlier this week. $SPY is showing signs of weakness. Commodity markets and crypto are showing"
X Link 2026-02-11T22:40Z [---] followers, [---] engagements
"@BagelC47 Yeah an uncertain time currently. I have near 30% of individual stock portfolio in $NBIS but equally I have been building my cash position for months and have cash on the side waiting"
X Link 2026-02-11T22:42Z [---] followers, [---] engagements
"Sentiment certainly seems to shifting from risk on to risk off in recency. Yeah agreed technicals are a tool. ARR and MWs are an important topic. Targets were raised for secured contracted power so will be interesting to hear if any developments. Guidance as always will be most important https://twitter.com/i/web/status/2021718798416351728 https://twitter.com/i/web/status/2021718798416351728"
X Link 2026-02-11T22:51Z [---] followers, [--] engagements
"@accounting_ds @spacanpanman A lot of people trailed $TE following hype. I see it often on X where people buy trending tickers following momentum with zero idea of why they own it"
X Link 2026-02-12T09:22Z [---] followers, [---] engagements
"@WheelieInvestor What do you prefer in Claude over GPT"
X Link 2026-02-12T09:38Z [---] followers, [--] engagements
"@TobyInvesting The rebound was due to guidance being strong although overall market sentiment will drag it down"
X Link 2026-02-12T14:34Z [---] followers, [--] engagements
"@SharkChart Congrats brother ππ½ Ive enjoyed your deep dives"
X Link 2026-02-12T18:55Z [---] followers, [--] engagements
"@longinvest32 Im not sure your stance here. Are you not bullish on both within at least the next [--] years"
X Link 2026-02-13T22:58Z [---] followers, [--] engagements
"I remember this day This was $IREN after last earnings. Do we see a repeat move Or are we heading back to the $30s"
X Link 2026-02-05T16:58Z [---] followers, 92.7K engagements
"@jiahanjimliu Yeah I just think with general market outlook atm even great earnings dont result in much of an upward move. Although I say that after seeing $VRT up 25% today following strong guidance"
X Link 2026-02-11T22:18Z [---] followers, [---] engagements
"Regulatory issues legal scrutiny and conflicts poor management. Removal of compounded semaglutide pill potentially a hit to high-margins resulting from weight-loss demographic. Loss of potentially 25% revenue from compounded GLP-1s. Brand damage resulting from Novo Nordisk accusations. Idk bro there might be a reason $HIMS is on a downtrend π€ https://twitter.com/i/web/status/2022038302967103947 https://twitter.com/i/web/status/2022038302967103947"
X Link 2026-02-12T20:01Z [---] followers, [----] engagements
"@longinvest32 There are a few pumpers but $IREN share price is weakly correlated with $BTC eventually they will separate to be distinct. Secured power and efficiency is the real motive with $IREN . Although regardless Im bullish on $BTC also"
X Link 2026-02-13T23:08Z [---] followers, [---] engagements
"@kevinxu $SPY is surprising. Considering the weighting of the mag7 I wouldve thought wed be down slightly more. $NVDA and $GOOGL have been relatively flat but $AMZN $META $MSFT have fell fairly significantly"
X Link 2026-02-14T11:12Z [---] followers, [---] engagements
"@Mariusz_Invest Congrats brother ππΎ Keep grinding 1K next"
X Link 2026-02-14T22:47Z [---] followers, [--] engagements
"$NBIS and $IREN are ripping today Do you trust this bounce or is it just relief before another move lower next week"
X Link 2026-02-06T16:40Z [---] followers, 30K engagements
"5 companies that could shape the future of AI expansion: $IREN - Grid-secured connected power $NBIS - The AI software stack $VRT - Cooling infrastructure for GPUs $PLTR - The AI operating layer $TSLA - The real-world application layer AI dominance will likely be built across the entire stack not just one company. https://twitter.com/i/web/status/2020833038381334982 https://twitter.com/i/web/status/2020833038381334982"
X Link 2026-02-09T12:11Z [---] followers, [---] engagements
"The 200W MA has historically been one of the strongest long-term support levels for $BTC . Losing $60k opens that conversation holding it probably signals strength into the next cycle phase. Curious which side people are leaning toward right now"
X Link 2026-02-11T08:23Z [---] followers, [---] engagements
"$NBIS continues battling key technical levels. [--] days rejecting the [--] SMA. Now starting to close below the [---] SMA. If weakness continues a move toward the [---] SMA near $78 becomes increasingly likely. Earnings tomorrow morning will likely decide short-term direction. Will earnings move price higher or lower $NBIS reports earnings Thursday (Pre-Market) Lets talk charts π Sideways consolidation since Nov [--] π Recently found support at $75 closing the Aug [--] gap π Reclaimed [---] SMA and [---] SMA as support β Failed to reclaim the [--] SMA (for now) Resistance sits near $100"
X Link 2026-02-11T20:50Z [---] followers, 12.9K engagements
"$NBIS will be interesting to see how we fair at the [---] SMA around $78. Next layer of support below if we fail will be between $65-75 Do you think [---] SMA holds as support. or do we close the gap fully at $68 $NBIS continues battling key technical levels. [--] days rejecting the [--] SMA. Now starting to close below the [---] SMA. If weakness continues a move toward the [---] SMA near $78 becomes increasingly likely. Earnings tomorrow morning will likely decide short-term direction. Will https://t.co/2EyvHKmxGJ $NBIS continues battling key technical levels. [--] days rejecting the [--] SMA. Now starting to"
X Link 2026-02-12T14:40Z [---] followers, [----] engagements
"$AMZN might be great Value But theres a gap to fill at $190"
X Link 2026-02-12T18:49Z [---] followers, [---] engagements
"π¨ Dont try to catch a falling knife πͺ The problem with buying down-trending stocks is simple: π You dont know how much further they can fall. Example: Advanced Micro Devices ( $AMD ) in 2024: β Fell from $230 $170 (-26%) β
Relief bounce $185 β Fell again $145 β
Relief bounce $185 β Then dropped $120 β True bottom $75 (Another -56% decline from $170) The true bottom didnt form until $75 and took [--] months. The price action above only covers the first [--] months. π The impact: If you bought at $170 thinking the dip was attractive It would have taken [--] months just to break even. The"
X Link 2026-02-14T10:27Z [---] followers, [---] engagements
"The hardest part of investing isnt buying early its having patience to wait for confirmation"
X Link 2026-02-14T11:05Z [---] followers, [--] engagements
"@BlackPantherCap I doubt it. $SPY and $QQQ still showing weakness. VIX is also rising"
X Link 2026-02-14T14:12Z [---] followers, [--] engagements
"@HyperAICapital When is $CRWV earnings"
X Link 2026-02-14T21:46Z [---] followers, [---] engagements
"@Mariusz_Invest Strong portfolio. $MELI I get but have some doubts. The rest I like a lot though"
X Link 2026-02-14T22:44Z [---] followers, [--] engagements
"@HyperAICapital Great post. It appears from this $NBIS potentially has a competitive advantage over $CRWV . $IREN I agree also looks to be conservatively priced with opportunities to further improve margins looking forward"
X Link 2026-02-15T10:26Z [---] followers, [---] engagements
"@Gyujin_9701 Great post thanks for the detailed breakdown. From this $NBIS appears to have a potential competitive advantage over $CRWV. I also agree $IREN looks conservatively priced with meaningful room for margin expansion ahead"
X Link 2026-02-15T10:28Z [---] followers, [---] engagements
"@Gyujin_9701 Agreed. $IREN is my largest position closely followed by $NBIS"
X Link 2026-02-15T10:46Z [---] followers, [---] engagements
"$NBIS $IREN $CRWV For all interested in AI infrastructure plays this is a great breakdown: π Comparative pricing structure per-GPU for major players π Detailed ARR analysis $IREN $NBIS $CRWV GPU ARR $NBIS $/GPU/hr H100 reserved $2.00 H200 $2.30 on demand https://t.co/Fg85ZnvHrn $IREN $NBIS $CRWV GPU ARR $NBIS $/GPU/hr H100 reserved $2.00 H200 $2.30 on demand https://t.co/Fg85ZnvHrn"
X Link 2026-02-15T11:38Z [---] followers, [----] engagements
"AI has a power crisis. TWh (total electricity): 2023: [--] 2026: [---] (est) kW per rack (power density): 2023: [--] 2026: [---] 8x more total power. 10x more power per square foot. The infrastructure cant scale fast enough. Next: Why this takes 5-10 years to solve. β‘"
X Link 2026-02-15T13:43Z [---] followers, [---] engagements
"Power & cooling infrastructure becomes the bottleneck for AI scaling"
X Link 2026-02-15T13:48Z [---] followers, [--] engagements
"@growthrapidly Closure. Stocks require research and due diligence. The need for this in crypto is far more self explanatory. Closure presents a time of quiet where deep dives can take place without market bias"
X Link 2026-02-15T14:06Z [---] followers, [--] engagements
"@Ashton_1nvests Agree with $AMZN . $TSLA below $AAPL tho. Bro has no faith in Elon π€£"
X Link 2026-02-15T16:48Z [---] followers, [--] engagements
"Im still not fully convinced by this bounce Curious whether people see this as a trend reversal or just relief before further volatility $NBIS and $IREN are ripping today Do you trust this bounce or is it just relief before another move lower next week https://t.co/E2kGTV7rg9 $NBIS and $IREN are ripping today Do you trust this bounce or is it just relief before another move lower next week https://t.co/E2kGTV7rg9"
X Link 2026-02-09T18:32Z [---] followers, [----] engagements
"$NBIS reports earnings Thursday (Pre-Market) Lets talk charts π Sideways consolidation since Nov [--] π Recently found support at $75 closing the Aug [--] gap π Reclaimed [---] SMA and [---] SMA as support β Failed to reclaim the [--] SMA (for now) Resistance sits near $100 Strong earnings could push $NBIS back above the [--] SMA and open the door to reclaiming $100 as support. https://twitter.com/i/web/status/2021189528728293679 https://twitter.com/i/web/status/2021189528728293679"
X Link 2026-02-10T11:48Z [---] followers, 14.2K engagements
"$IREN $PLTR $NBIS $RKLB This sparked a lot of discussion yesterday. Todays price action is exactly why I was cautious about trusting the bounce. Short-term relief or real trend change Im still not fully convinced by this bounce Curious whether people see this as a trend reversal or just relief before further volatility Im still not fully convinced by this bounce Curious whether people see this as a trend reversal or just relief before further volatility"
X Link 2026-02-10T20:37Z [---] followers, [---] engagements
"$BTC move into the $60ks played out as expected. Bigger question now is whether we see a deeper retrace toward the [---] week MA ($49k) or if the $60k range holds as support. $BTC breaking down. Lose $80k $60ks come into play. https://t.co/7Rwfg3x3Qd $BTC breaking down. Lose $80k $60ks come into play. https://t.co/7Rwfg3x3Qd"
X Link 2026-02-11T08:16Z [---] followers, [---] engagements
"$VRT posts incredible earnings & guidance. Whod have thought power-hungry GPUs would need cooling solutions π"
X Link 2026-02-11T11:10Z [---] followers, [----] engagements
"I wasnt fully convinced by the bounce earlier this week. $SPY is showing signs of weakness. Commodity markets and crypto are showing increased volatility. Macro uncertainty is building. A new Fed chair nomination falling job opening numbers and rising geopolitical tension in Iran. High beta stocks rarely swim against a macro tidal wave. My priority framework remains: [--] $SPY [--] Relative sector strength [--] Individual stocks If weakness appears in [--] and [--] caution is usually warranted in [--]. $IREN $NBIS $RKLB $PLTR are all highly sensitive to macro sentiment. If broader weakness continues they could"
X Link 2026-02-11T17:51Z [---] followers, [---] engagements
"π¨ $NBIS with a double miss on earnings. EPS miss by 55% Revenue miss by 6% But heres what really matters: Guidance: π€― YE'26 ARR guidance up roughly 7x YoY ($7B-$9B) π₯Raising YE'26 capacity guidance from 2.5GW to [---] GW"
X Link 2026-02-12T12:37Z [---] followers, [----] engagements
"Markets have been volatile this week. Several high-beta growth names are pulling back: $IREN $NBIS $RKLB $PLTR $ONDS How do you think we finish the week π’ Green π΄ Red π’ Green π΄ Red π’ Green π΄ Red"
X Link 2026-02-13T10:34Z [---] followers, [---] engagements
"$NBIS is Ripping today Resistance sits at $100 A close above the [--] SMA ($93) today though is bullish. $NBIS reports earnings Thursday (Pre-Market) Lets talk charts π Sideways consolidation since Nov [--] π Recently found support at $75 closing the Aug [--] gap π Reclaimed [---] SMA and [---] SMA as support β Failed to reclaim the [--] SMA (for now) Resistance sits near $100 https://t.co/MFuhc6zZnM $NBIS reports earnings Thursday (Pre-Market) Lets talk charts π Sideways consolidation since Nov [--] π Recently found support at $75 closing the Aug [--] gap π Reclaimed [---] SMA and [---] SMA as support β "
X Link 2026-02-13T15:42Z [---] followers, [----] engagements
"Will AI take your job U.S. job openings have fallen to their lowest level since September [----]. Layoff announcements in January [----] reached their highest start to a year since the [----] Great Recession. AI is part of the story but not the whole story. The shift is being driven by: πRapid technological change πEconomic and policy uncertainty πA correction from post-pandemic over-hiring πLow labour mobility AI will replace some jobs particularly repetitive and easily automated roles. But across many white-collar industries AI is more likely to reshape jobs rather than eliminate them. The"
X Link 2026-02-08T09:39Z [---] followers, [---] engagements
"@HyperAICapital Interesting. $NVDA earnings is the day before I believe (Feb 25). Ultimately I think Nvidia will have a larger impact on the overall market but sector specific $CRWV could definitely impact $NBIS and $IREN earnings considering current market volatility"
X Link 2026-02-14T21:59Z [---] followers, [---] engagements
"@BTCWealthWar @grok @7Investsa @zerpiV ok think this ones actually worth a shot"
X Link 2026-02-15T16:56Z [---] followers, [--] engagements
"@Mariusz_Invest No problem. Yeah $NBIS gets you exposure outside of US but the Latin America market is potentially huge for $MELI . I just think capital can be allocated elsewhere for likely higher returns. Although I do think Mercado Libre will do well regardless"
X Link 2026-02-14T22:56Z [---] followers, [---] engagements
"@cashflow_king94 Yeah thats understandable. I dont think emergency funds need to be large but simply enough to cover immediate unavoidable expenses"
X Link 2026-02-14T22:58Z [---] followers, [--] engagements
"@3KComeback Agree with $AMZN number [--]. $TSLA last is ludicrous"
X Link 2026-02-15T17:34Z [---] followers, [--] engagements
"@TommyC392000 @CKCapitalxx Why"
X Link 2026-02-15T18:08Z [---] followers, [--] engagements
"@RemoteNavigator @bidask123 Yeah theres a lot of uncertainty atm. Rumours are the Anthropic headline caused a dip in stocks especially software stocks although from what I see the drop was not distinct just to software. For now Im watching levels and waiting for an entry"
X Link 2026-02-05T09:06Z [---] followers, [--] engagements
"Why $IREN doesnt need to rush into signing a hyperscaler deal Building power generation and data centre infrastructure isnt quick. Permitting regulation grid integration and construction can take years. AI and hyperscaler demand doesnt have that luxury. Companies like $AMZN $META and $GOOGL are racing to secure long-term compute and energy capacity. Were entering a phase where high-quality compute capacity is becoming scarce relative to rapidly increasing demand and scarcity creates pricing power. Hyperscalers dont just pay for power. They pay for speed reliability and guaranteed scale. If"
X Link 2026-02-05T09:58Z [---] followers, [----] engagements
"@CoffeeStocksGuy Agreed. The bargaining power lies with those who hold the resource. the limitation of expansion is POWER"
X Link 2026-02-05T11:21Z [---] followers, [---] engagements
"Great points here thanks for the reply. The mag7 are continually stating CAPEX spending is not ceasing but more so expanding and increasing. Its clear now the bottleneck to expansion is power the big players will be willing to pay a multiple to ensure they have capacity to front-run AI integration"
X Link 2026-02-05T11:47Z [---] followers, [---] engagements
"@TobyInvesting Thanks for the write up. Agreed securing sites took years. This is the advantage $IREN has in this sector. Its not a question of if its when"
X Link 2026-02-05T12:13Z [---] followers, [---] engagements
"Yep Ive been watching the sector closely. Solar headlines have hit nuclear stocks pretty hard in recency but the market seems to forget Trump is notoriously pro Nuclear. Been watching $EOSE a while but management concerns me. I also question whether a company like $BE fits purpose better https://x.com/oinvests/status/1990124733178794356s=46&t=2rx4VYnCfZSb1pD1b6SxtA https://x.com/oinvests/status/1990124733178794356s=46&t=2rx4VYnCfZSb1pD1b6SxtA"
X Link 2026-02-05T12:28Z [---] followers, [---] engagements
"@LandoInvests $IREN is going to $200 regardless of what happens at earnings π"
X Link 2026-02-05T12:29Z [---] followers, [----] engagements
"Ill be honest I dont know enough about Bitfarm to comment. When I initially conducted research prior to entry though the [--] companies pivoting from Bitcoin that stood out to me was $CIFR and $IREN. My only position in this space is $IREN I hold $NBIS also but for a different perspective to $IREN https://twitter.com/i/web/status/2019390832202166725 https://twitter.com/i/web/status/2019390832202166725"
X Link 2026-02-05T12:41Z [---] followers, [---] engagements
"@DollarCostAvg There downgrading of $IREN is deliberate. Once again a repeat of [--] months ago π JPMemes strike again"
X Link 2026-02-05T12:48Z [---] followers, [----] engagements
"@TurboLoveland @DollarCostAvg The rules arent saying [--] years that I can assure you"
X Link 2026-02-05T14:20Z [---] followers, [--] engagements
"@itschrisray Chris Im sorry to tell you this. but its time to get the McD hat on π«‘"
X Link 2026-02-05T16:48Z [---] followers, [--] engagements
"@Hotmess_Richard Likely with current market climate"
X Link 2026-02-05T21:00Z [---] followers, [--] engagements
"@RemoteNavigator Hard to trust a Friday relief bounce"
X Link 2026-02-06T15:39Z [---] followers, [--] engagements
"@JordaanTrades See Im bullish April onwards and I think we likely close the year strong. One Big Beautiful Bill further rate cuts and likely the end of QT turns into QE at some stage. Theres quite a few positive catalysts tha can send us higher this year. Next year when I think issues come"
X Link 2026-02-06T20:07Z [---] followers, [--] engagements
"@GlobalCollapse Can I ask why and what do they do"
X Link 2026-01-13T17:33Z [---] followers, [----] engagements
"@ant_trading1 Will be interesting to see if 80k holds if it doesnt 60ks are possible"
X Link 2026-01-21T11:48Z [---] followers, [--] engagements
"@BlackPantherCap Do you limit posts per day or think number of posts per day helps"
X Link 2026-01-24T19:48Z [---] followers, [--] engagements
"@Leo_Traydes If $80k doesnt hold its a straight dive to the $60ks"
X Link 2026-01-26T14:51Z [---] followers, [--] engagements
"@ant_trading1 Wait until you see $60ks"
X Link 2026-01-30T11:21Z [---] followers, [--] engagements
"The $IREN chart is starting to look similar to $RKLB. Anyone else see it"
X Link 2026-01-15T10:17Z [---] followers, 95.3K engagements
"$BTC breaking down. Lose $80k $60ks come into play"
X Link 2026-01-25T21:10Z [---] followers, [----] engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing