@RHouseResearch Avatar @RHouseResearch Rittenhouse Research

Cipher Mining ($CIFR) recently announced a significant data center co-location deal with Amazon ($AMZN), providing an estimated 200MW of critical IT load capacity, with a total contract value of $5.5 billion over [--] years. This deal has garnered attention from major investors, including Jane Street, which has disclosed a 5% position in Cipher Mining. Additionally, Galaxy Digital ($GLXY) and CoreWeave ($CRWV) are also making notable advancements in the data center and AI spaces.

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Social Influence

Social category influence stocks 63.96% technology brands 40.54% finance 36.04% cryptocurrencies 8.11% currencies 1.8% fashion brands 0.9% countries 0.9% celebrities 0.9% automotive brands 0.9% financial services 0.9%

Social topic influence $crwv #177, $glxy #24, ai 10.81%, $wulf #39, open ai 9.01%, microsoft #2428, $msft #423, investment 8.11%, $googl 7.21%, $nvda 6.31%

Top accounts mentioned or mentioned by @buccocapital @mcnalliem @lazarus_capital @meijkelenborg @adamq570 @novogratz @lazaruscapital @metacriticcap @floodcapital @perry_lin1 @dougdeason @onodacapital @negligiblecap @tbpn @bigtechpod @lazyvillager1 @kellangrenier @mathburn666 @citrini7 @altcap

Top assets mentioned CoreWeave, Inc (CRWV) Galaxy Digital Inc. (GLXY) TeraWulf Inc. (WULF) Microsoft Corp. (MSFT) Alphabet Inc Class A (GOOGL) NVIDIA Corp. (NVDA) Nebius Group N.V. Class A Ordinary Shares (NBIS) Metadium (META) Cipher Mining Inc. Common Stock (CIFR) Amazon.com, Inc. (AMZN) GitLab Inc. (GTLB) Iris Energy Limited (IREN) Applied Digital Corp. (APLD) Atlassian Corporation PLC (TEAM) Hut [--] Mining Corp. (HUT) Century Aluminum Co (CENX) Salesforce Inc (CRM) Oracle Corporation (ORCL) AppFolio, Inc. Class A (APPF) Procore Technologies, Inc. (PCOR) Rubrik, Inc. (RBRK) ServiceTitan, Inc. (TTAN) Bitcoin (BTC) Core Scientific, Inc. Common Stock (CORZ) MongoDB, Inc. (MDB) Micron Technology, Inc. (MU) Taiwan Semiconductor (TSM) Intel Corporation (INTC)

Top Social Posts

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

"$WULF certainly looks undervalued here and deserves massive credit for their deal with Fluidstack and $GOOG - well done to the mgmt. team for some really creative structuring and out-of-the-box thinking. That said it's interesting to hear $WULF discuss the potential of contracting $1B of data center related EBITDA when Galaxy $GLXY has already done so. $GLXY's 800MW Gross 526MW Critical IT Load deal with $CRWV results in $1B+ of avg. annual rev. at 90% EBITDA margins. From $CRWV's latest filings (which only reflect Phase I or 200MW gross 133MW critical IT load as Phases II and III were"
X Link 2025-08-20T17:46Z [----] followers, 31K engagements

"The biggest risk to the entire AI infrastructure value chain (e.g. Neoclouds such as $CRWV and $NBIS data center developers such as $GLXY $CORZ and $WULF) is that the largest end-consumer of AI compute OpenAI is currently burning billions of dollars to train models with little emphasis on monetizing those models and reducing their cash burn. The largest company in the world Nvidia $NVDA agreeing to invest $100B into OpenAI provides a massive mitigant against the risk that OpenAI runs out of money. Between this announcement and last week's news that $NVDA intends to backstop CoreWeave $CRWV by"
X Link 2025-09-22T17:12Z [----] followers, 61.6K engagements

"With all due respect your take here is ridiculous especially considering how other "data center developers" in your ETF's portfolio operate. Helios is a $6.4B project (533MW of critical IT load x $12MM/MW). Assuming 80% LTC (i.e. that Galaxy $GLXY can raise 80% or $5.3B of the total CapEx bill via project-level debt financing) Galaxy still needs to contribute $1.3B of cash equity into the project. $300MM or so has already been funded resulting in $1B of additional equity capital needed. Note that $GLXY has already raised $1.4B of non-dilutive project level debt from DB for Phase I (133MW) and"
X Link 2025-10-11T17:52Z [----] followers, 181.8K engagements

"Few understand the advantage CoreWeave has. Nvidia $NVDA gives priority allocations of its latest GPUs to $CRWV. CoreWeave then can go lock in long-term (5 yr.+) contracts with the largest purchasers of compute (OpenAI Meta $META Microsoft $MSFT Google Mistral Poolside etc.) as these companies are willing to agree to long-term contracts in order to obtain immediate access to the latest GPU generation. Long-term fixed $ / GPU-hour contracts allow $CRWV to lock-in profits by eliminating any exposure to declining spot GPU rental prices. These long-term contracts can also be borrowed against"
X Link 2025-10-30T20:00Z [----] followers, 34.8K engagements

"@OnodaCapital Shit guys we uh lent a lot of money across the data center ecosystem. How can we now hedge our data center exposure Yo uh. Hm. Maybe we buy these CoreWeave credit default swaps"
X Link 2025-12-17T01:06Z [----] followers, 34.5K engagements

"CoreWeave's $CRWV Delayed Draw Term Loan ("DDTL") facilities say much more about $CRWV's credit profile than any movement in the illiquid credit default swaps (CDS) tied to their debt. In July [----] $CRWV issued their "DDTL 1.0" which carries a stated interest rate of SOFR + 9.62% (resulting in an effective interest rate of 15% as of 9/30/25). In July [----] $CRWV issued their "DDTL 3.0" which carries a stated interest rate of SOFR + 3.00% (resulting in an effective interest rate of 9% as of 9/30/25). The DDTL [---] facility is specifically ear-marked to fund CapEx related to CoreWeave's contract"
X Link 2026-01-05T16:01Z [----] followers, 27.6K engagements

"Semi-Analysis's @JeremieEO on @tbpn last week: "2025 was an insane year for the (data center) leasing market and everything points to [----] [----] just accelerating." Towards the end of [----] Applied Digital $APLD Cipher $CIFR and Hut [--] $HUT signed the most attractive large scale (e.g. 200MW+) leases with investment grade hyperscaler counterparties to-date. The incremental 830MW of power that Galaxy Digital $GLXY received final ERCOT approval on yesterday seems to have arrived at a fortuitous time. https://twitter.com/i/web/status/2012225465071681559"
X Link 2026-01-16T18:08Z [----] followers, 21.1K engagements

"MongoDB $MDB CEO CJ Desai on @NoPriorsPod with @saranormous explaining the go-to-market regulatory security infrastructure and governance barriers-to-entry for a "vibe-coded" application to be adopted by an enterprise customer. "So okay you used a vibe coding platform and created an app. but you still need that go to market channel how are you going to approach the bank . Then the bank will ask you will it pass our regulatory test What do you mean you have just built it in AWS it doesn't work in GCP I need multi-cloud resiliency. I (also) need this banking application on-prem in a sandbox. I"
X Link 2026-01-26T12:48Z [----] followers, [----] engagements

"$ASML CEO: "In the last months many of our customers (e.g. TSMC $TSM Samsung $005930 Intel $INTC SK Hynix $000660 Micron $MU) have shared a notably more positive assessment of the medium-term market situation primarily based on more robust expectations of the sustainability of AI-related demand." https://twitter.com/i/web/status/2016485688200368310 https://twitter.com/i/web/status/2016485688200368310"
X Link 2026-01-28T12:17Z [----] followers, 38.5K engagements

"Microsoft $MSFT CFO made the same point on yesterday's earnings call. The idea that a GPU only has a 2-3 year useful life falls flat on its face when you consider that Microsoft's customers are signing 5-6 year contracts for the latest generation of GPUs. When a GPU is brought online in a $MSFT datacenter that GPU begins to generate a constant stream of revenue for Microsoft for the following 5-6 years. How can the useful life be [--] years when in year [--] of the GPU's life it's generating the same fixed rev. $ per GPU hour as it was in year [--] $MSFT CFO Amy Hood: "The majority of . the GPU that"
X Link 2026-01-29T14:11Z [----] followers, 44.1K engagements

"Andy Jassy has claimed $AMZN market share losses in cloud were driven by AWS not serving OpenAIs large training workloads. And that as the mix of compute spend shifted towards inference AWS would be a big winner. We have a very significant number of enterprises and startups who are running applications on top of AWSs AI services But its still just earlier stage At scale [--] to [--] percent of the cost will be inference. A $50 billion investment into OpenAI suggests Jassy believes OpenAIs inference needs are about to explode. https://twitter.com/i/web/status/2017592418455916806"
X Link 2026-01-31T13:34Z [----] followers, 42.1K engagements

"This headline is actually a nothing-burger IMO. For starters Jensen told reporters in Taiwan today that NVIDIA $NVDA was definitely going to be investing in OpenAIs current round (rumored to be led by Amazon $AMZN) and that it would it would likely be NVIDIAs largest ever investment. But the original $100B announcement which only reflected an MOU between OpenAI and NVIDIA never really made sense to begin with. The investment was supposedly related to helping fund OpenAIs self-building of data centers and allow it to bypass its cloud providers. But self-building is obviously wildly more"
X Link 2026-01-31T14:03Z [----] followers, 16.8K engagements

"Its kind of crazy that being an OpenAI bear is a consensus view now given that the biggest shareholder of OpenAIs biggest competitor is about to make the single biggest investment in the history of capitalism into. OpenAI. And the CEO of a $4.5 trillion company who hates OpenAIs biggest competitor is also telling you hes going to be making his biggest ever investment into OpenAI. When asked about report that Jensen is not happy with OpenAI: That's nonsense. That's complete nonsense. We are going to make a huge investment in OpenAI - NVIDIA CEO Jensen Huang $NVDA I really love working with Sam"
X Link 2026-02-01T01:20Z [----] followers, 40K engagements

"Not sure many other players can replicate this deal - have to imagine mgmt.s background in power was key here Kentucky deal also very clever as well. Between both of these and the original Fluidstack + Google backstop structure I think its safe to say $WULF mgmt. are really operating on a different level right now really impressive. https://twitter.com/i/web/status/2018909334923620424 https://twitter.com/i/web/status/2018909334923620424"
X Link 2026-02-04T04:47Z [----] followers, [----] engagements

"Yep peanuts compared to the $200MM upfront purchase price though. Point I was trying to make is that $WULF wouldn't have gone through with the $200MM purchase if they didn't believe they were going to sign a lease for the site. CFO basically said as much on @McnallieM yesterday"
X Link 2026-02-04T19:01Z [----] followers, [---] engagements

"$CENX isn't obligated to contribute equity to the project. They are receiving 6.8% of the project's equity as consideration for literally selling $WULF the site. They literally don't have to do anything else - $WULF contributes the equity capital raises the financing builds the DC etc. To answer your earlier question no it is not the equivalent. https://twitter.com/i/web/status/2019142292603302000 https://twitter.com/i/web/status/2019142292603302000"
X Link 2026-02-04T20:13Z [----] followers, [---] engagements

"Your math is completely off. The unlevered yield on cost is in the mid teens. $12MM/MW in CapEx. $1.62MM in EBITDA per MW in year [--] ($1.8MM x 90%). This is a 14% unlevered YoC. If CapEx is towards $13MM end of $11MM to $13MM CapEx range revenue ratchets upwards so that the yield on cost is maintained. The existing construction loan at 8% will also be refinanced with stabilized financing a few basis points lower once the property is cash flowing (next quarter). https://twitter.com/i/web/status/2019174951421411452 https://twitter.com/i/web/status/2019174951421411452"
X Link 2026-02-04T22:23Z [----] followers, [---] engagements

"@lazyvillager1 @kellangrenier @mathburn666 "My math was wrong and now everyone knows. So now I'll just move the goalposts and say that CoreWeave is going to default on their lease obligations to Galaxy" Keep digging bro. Keep on digging. And yeah I'm sure CoreWeave is going to miss rent"
X Link 2026-02-05T00:19Z [----] followers, [---] engagements

"Again its amusing listening to you give a lecture on structuring infrastructure investments and credit when your initial calculation of the projects yield on cost was wildly incorrect. Obviously the yield on cost here being 13.5% (not 8%) is above what the unlevered yield would be if the tenant was an investment grade hyperscaler. In any event CoreWeaves own cost of capital has declined rapidly over the past year. This can easily be observed by looking at the interest rates on their latest debt issuances (S+400 vs. S+1300 when Galaxy closed the lease with CRWV last year). Galaxy has"
X Link 2026-02-05T00:52Z [----] followers, [---] engagements

"@Citrini7 $S"
X Link 2026-02-06T17:59Z [----] followers, [---] engagements

"@Benioff @sundarpichai @altcap Since this video clearly $CRM not winning"
X Link 2026-02-08T00:38Z [----] followers, [----] engagements

"Short $MSFT $ORCL $CRWV and the rest of the OpenAI complex tomorrow. What a terrible commercial"
X Link 2026-02-09T00:05Z [----] followers, 10.1K engagements

"Wow Anthropic absolutely bottled it. Way too short with that ad terrible. Worst than OpenAIs"
X Link 2026-02-09T00:10Z [----] followers, [----] engagements

"@RobEducated @McnallieM [--] - $WULF is saying here no one is getting power even in [----] or [----] [--] - $GLXY said on their earnings call last week the 2028-energization timeline does not prohibit them from signing a deal for this power now (which they intend to do)"
X Link 2026-02-09T20:52Z [----] followers, [----] engagements

"@ZeMariaMacedo $GLXY $WULF ⛏ 🪏"
X Link 2026-02-10T11:55Z [----] followers, [---] engagements

"@Lazarus_Capital How is WULF already trading at a premium Literally at 15x 2026E RR EBITDA. Half of that on a 2027-2028E basis if you buy into their guidance Premium to what exactly The legacy data center operators trading at 100x earnings"
X Link 2026-02-13T01:07Z [----] followers, [---] engagements

"@Lazarus_Capital Please show me your DCF ☠"
X Link 2026-02-13T01:54Z [----] followers, [---] engagements

"@wclemente Claude Identify the largest gold deposit within a [---] mile radius of my Optimuss current location. Program Optimus to extract [----] troy ounces and transport them to my vault. Please have this done in the next [--] hours. Thank you"
X Link 2026-02-13T03:03Z [----] followers, [---] engagements

"If you havent started to accumulate any software names here is your cue to do so. $S $GTLB $RBRK $TEAM $TTAN $APPF $PCOR"
X Link 2026-01-25T11:57Z [----] followers, 70.6K engagements

"@MetacriticCap Not sure I follow. So you think they actually have a good Copilot product that theyre withholding from their customers because it will dilute their margins"
X Link 2026-02-13T23:17Z [----] followers, [--] engagements

"@Srasgon What do you get more satisfaction from as a sell-side analyst when your underperform stocks underperform or outperform stock outperform"
X Link 2026-02-13T23:41Z [----] followers, [---] engagements

"$IREN Cloud's largest ever customer PoolsideAI just announced a massive deal with CoreWeave $CRWV. For some backdrop $IREN launched their cloud offering in early [----] and secured Poolside as their first (and only) marquee customer logo on a short-term contract than ran through September [----]. In September [----] Poolside chose NOT to renew their contract with $IREN cloud. $IREN cloud's revenue fell from $3.2MM in Q3-24 to $2.7MM in Q4-24. As far as I'm aware IREN Cloud is the only neocloud to have reported a quarter of declining sequential revenue in the history of the neocloud industry. $IREN"
X Link 2025-10-15T15:22Z [----] followers, 158.2K engagements

"@bgurley @rohanpaul_ai Just like $FIG Figma raising the price of their IPO would have balanced things right"
X Link 2026-02-07T15:40Z [----] followers, [---] engagements

"@buccocapital Is $DIS a long soon too Similar thesis + real-world experiences might be more valuable in an increasing digital world"
X Link 2026-02-09T03:25Z [----] followers, [---] engagements

"Over / under on when Anthropic acquires TeraWulf $WULF Weve raised $30B in funding at a $380B post-money valuation. This investment will help us deepen our research continue to innovate in products and ensure we have the resources to power our infrastructure expansion as we make Claude available everywhere our customers are. Weve raised $30B in funding at a $380B post-money valuation. This investment will help us deepen our research continue to innovate in products and ensure we have the resources to power our infrastructure expansion as we make Claude available everywhere our customers are"
X Link 2026-02-12T23:50Z [----] followers, 16.9K engagements

"@TMTLongShort Throwback to an all time Fintwit quote from @buccocapital - Palantir is like Salesforce but for killing people 😂😂😂"
X Link 2026-02-13T23:20Z [----] followers, [---] engagements

"@MetacriticCap Why is Satya now essentially taking a product manager role on Copilot if it could be improved so easily"
X Link 2026-02-13T23:39Z [----] followers, [--] engagements

"@MetacriticCap So you agree he should find someone else to run product like maybe Truell And that more capacity to run more tokens makes sense - acquiring $NBIS or $CRWV could help there"
X Link 2026-02-13T23:57Z [----] followers, [---] engagements

"Illustrative Value Creation Analysis - 830MW Hyperscale Co-Location Lease - Galaxy Digital $GLXY Galaxy Digital $GLXY today announced they have received full final approval from ERCOT to energize an addition 830MW of power at their Helios data center campus in West Texas. Utilizing the assumptions laid out below some quick back of the envelope math suggests that an 830MW (gross MW) hyperscaler lease results in $10B+ of equity value at full stabilization. These assumptions are based predominantly on the most recent comparable lease transactions - Hut 8's $HUT deal with Fluidstack & Google and"
X Link 2026-01-15T16:49Z [----] followers, 49.2K engagements

"$ORCL on its last earnings call - "We've read quite a few (analyst reports) that show an expectation of $100 billion. We expect we will need less if not substantially less money raised than that amount ($100 billion)." $ORCL last night - We are raising $45B - $50B. Last I checked $45B - $50B is less if not substantially less than $100B. Who is the one lying here again 🚨 Oracle in December: We're going to "borrow substantially less than most people are modeling." Oracle February 1: We're now $45-50b more increasing our debt load nearly 40% more. what a bullsh*t lie. https://t.co/EZS5Ax3WMQ 🚨"
X Link 2026-02-02T16:18Z [----] followers, 15.6K engagements

"If data centers in space are really happening. Wouldnt SpaceX maximize profit by launching and operating these space data centers on behalf of all of the AI labs and hyperscalers Vertically integrating by acquiring xAI would seem to shut the door on having a monopoly as the only viable third-party launch business. BREAKING: SPACEX HAS ACQUIRED XAI. Elon roughly estimates launching 1M tons/year of satellites at [---] kW of compute per ton could add [---] GW of AI compute annually with a path to [--] TW/year. He also said he thinks the lowest-cost AI compute could be in space within [--] years."
X Link 2026-02-03T01:12Z [----] followers, 10.4K engagements

"Im riding with Citron here on SentinelOne $S. Trading sub 4x ARR vs. 20x+ for its closest comp $CRWD despite both growing topline at 22-23%. I struggle to see SMBs (SentinelOne $S plays more down-market) deciding to build in-house security solutions with vibe-coding tools. $S already seeing decent traction with their agentic offering PurpleAI (essentially a security operations workflow solution) reaching a record 40% attach rate on all licenses sold last quarter. ARR per customer also at a record high while non-endpoint (endpoint being the companys core product) bookings were 50% of total"
X Link 2026-02-04T16:38Z [----] followers, 43.4K engagements

"Added to TeraWulf $WULF here. An important yet possibly overlooked detail within their 8-K filed two days ago (outlining their purchase of a 480MW former aluminum plant in Hawesville KY from Century Aluminum $CENX) is that TeraWulf "exercised an exclusive option to purchase Hawesville." I highly doubt TeraWulf would have paid $200MM to exercise this purchase option unless they were highly confident in securing a tenant lease for this site in short order. 480MW gross at a [---] PUE is 400MW of critical IT capacity which would almost double $WULF's leased capacity and add further geographical"
X Link 2026-02-04T17:18Z [----] followers, 12.7K engagements

"$TEAM at $6B+ ARR with 85% gross margins yet negative GAAP operating margins is quite literally vomit inducing. Barely any margin expansion either. Truly diabolical levels of spend. This should be illegal $TEAM https://t.co/atuNV9lkTk This should be illegal $TEAM https://t.co/atuNV9lkTk"
X Link 2026-02-06T02:51Z [----] followers, 30.4K engagements

"Bitcoin $BTC"
X Link 2026-02-08T23:08Z [----] followers, [----] engagements

"Anthropic unironically couldnt afford to run a longer ad because they dont have ad revenue 😂 Wow Anthropic absolutely bottled it. Way too short with that ad terrible. Worst than OpenAIs Wow Anthropic absolutely bottled it. Way too short with that ad terrible. Worst than OpenAIs"
X Link 2026-02-09T00:11Z [----] followers, [----] engagements

"Every single CMO for every single company thats advertised (besides the Minion) during the Super Bowl should be fired tonight"
X Link 2026-02-09T00:35Z [----] followers, [----] engagements

"TeraWulf $WULF CFO last week on @McnallieM explaining why they haven't expanded their data center portfolio to the ERCOT region of Texas: "If you think you're getting power (from ERCOT) in [----] or [----]. you better have some politically connected people in your corner or you're not getting power". A little tongue in cheek nod at Galaxy $GLXY - Galaxy appointed Texan @DougDeason to their board last summer - Shortly after Galaxy CEO @novogratz met with Texas Governor Greg Abbott (pic below) - Galaxy was awarded 830MW of power by ERCOT last month (seemingly the only data center developer to"
X Link 2026-02-09T20:49Z [----] followers, 35K engagements

"If you think $GOOG's $31.5B of bond deals this week is a lot - consider the following: Amazon $AMZN Microsoft $MSFT Google $GOOG and META $META currently do a combined $657B of LTM Adjusted EBITDA. In aggregate they have a net cash position of $166B ($255B of gross debt vs. $421B of cash and marketable securities). They could raise $402B of incremental debt. And plow: (i) 100% of the incremental debt proceeds ($402B) (ii) 100% of existing cash balances ($421B) and (iii) 100% of operating cash flows ($581B assumed flat from 2025) for $1.4T of total CapEx this year. And still only be levered"
X Link 2026-02-10T20:20Z [----] followers, 12.7K engagements

"Guys our portfolio company might be overvalued here so lets give them $7 billion bucks at a 25x revenue multiple just in case. Databricks raised $7 billion because the smartest investors in the room were getting year [----] vibes @alighodsi isn't predicting a crash but he's preparing for one https://t.co/wBwgP8av5F Databricks raised $7 billion because the smartest investors in the room were getting year [----] vibes @alighodsi isn't predicting a crash but he's preparing for one https://t.co/wBwgP8av5F"
X Link 2026-02-11T02:51Z [----] followers, [----] engagements

"Similar to CoreWeave's $CRWV acquisitions (Weights & Biases OpenPipe and Monolith) last year Nebius $NBIS is now adding adjacent tooling to their cloud platform via M&A with their acquisition of Tavily. Imo over the longer-term neoclouds will need to shift their customer base away from large AI labs and hyperscalers and towards traditional enterprises where they can layer in additional software beyond just providing raw bare metal compute. AWS's operating margins declining [---] bps in [----] is just one data point suggesting the GPU-related cloud biz is lower margin and more commoditized vs. the"
X Link 2026-02-11T13:16Z [----] followers, 14.8K engagements

"Satya should really just rip the band-aid off and follow the Zuck blueprint to make Microsoft AI a legitimate frontier lab and application developer. Probably would cost $100B+ but that price is going up daily and he needs to make moves while Trump is still in office and he has OAIs IP. Could buy Cursor to overhaul applications and product SSI for research and Nebius and / or CoreWeave given both have gigawatts of data center capacity in development so he could really ramp Azure and their internal workloads. Granted some of these havent actually closed but if Meta can acqui-hire / acquire"
X Link 2026-02-12T16:52Z [----] followers, 10.8K engagements

"@wclemente Also bullish BTC because robotics automation space exploration etc. should result in more gold supply hitting the market right"
X Link 2026-02-13T02:52Z [----] followers, 25.4K engagements

"Turns out this was 100% bang on the money😂😂😂 Still dont know what Palantir does But someone here said its like Salesforce for killing people - and thats funny enough that well just roll with that Still dont know what Palantir does But someone here said its like Salesforce for killing people - and thats funny enough that well just roll with that"
X Link 2026-02-13T23:21Z [----] followers, [----] engagements

"@amendandpretend Lol and what about Thoma and Vistas 2020-2022 investments at 10x+ CARR that they havent sold yet"
X Link 2026-02-15T20:06Z [----] followers, [----] engagements

"Nebius $NBIS like CoreWeave $CRWV also has a very close relationship with NVIDIA $NVDA. This relationship helps them secure large deals such as their recently announced $19B+ 5-year agreement with Microsoft $MSFT. Nebius co-founder and CBO Roman Chernin @romanchernin outlined the importance of obtaining early access to the latest generation of GPUs in a recent Op-Ed in Forbes stating: "AI infrastructure is fundamentally about timing. New chip generations are released to the market very often. This creates competitive windows for those who can access and deploy them first. But it is not just"
X Link 2025-10-31T12:43Z [----] followers, 20.6K engagements

"By my estimation Galaxy Digital $GLXY now has $3.5B+ of cash and cash equivalents (incl. stablecoins) up from $500MM as of December [----]. Hmm"
X Link 2025-11-01T12:49Z [----] followers, 13.9K engagements

"Congrats to yourself and the rest of the $IREN shareholders I certainly did not envision $IREN securing this type of deal. What do you think about the economics and other terms I'm still running the numbers but would be curious to see your view on what the ROIC is here. Congrats again well played"
X Link 2025-11-03T13:18Z [----] followers, [----] engagements

"Sounds good please let me know once you review the details. Will be interesting to see how they compare to Microsoft's deals with $NBIS and nScale for example. And I have no issue admitting I'm wrong - I was clearly wrong with respect to $IREN's ability to secure a long-term cloud contract"
X Link 2025-11-03T13:28Z [----] followers, [----] engagements

"Cipher Mining ("Cipher") $CIFR reported their Q3-25 earnings today and more importantly announced a data center co-location transaction with Amazon $AMZN whereby Cipher provides AWS with an estimated 200MW of critical IT load DC capacity. The $5.5B of total contract value over [--] years implies $367MM of average annual revenue or $1.8MM per MW. The $1.8MM / MW figure is generally in line with other deals in the space (e.g. Cipher and TeraWulf's $WULF deals with Fluidstack Applied Digital's $APLD deal with $CRWV $WULF deal with Core42) despite the fact that this deal was executed with an"
X Link 2025-11-03T16:27Z [----] followers, 30.2K engagements

"WSJ Headline: OpenAI Wants Federal Backstop for New Investments What was actually said by OpenAI CFO Sarah Friar: Friar: "And so this is where we're looking for an ecosystem of banks private equity maybe even governmental. the ways governments can come to bear." WSJ: "Meaning like a federal subsidy or something" Friar: "First of all the backstop the guarantee that allows the financing to happen. That can really drop the cost of the financing but also increase the loan to value so the amount of debt that you can take on top of an equity portion." WSJ: "So some federal backstop for chip"
X Link 2025-11-06T01:27Z [----] followers, 82.3K engagements

"@davey_juice Agreed. Borderline uninvestable for me as I dont see how compression in take-rates ever subsides. Maybe those with an embedded software solution + payments can do well (Toast) but other than that seems very tough"
X Link 2025-11-06T18:51Z [----] followers, [---] engagements

"These past few weeks have ironically been quite bullish from a fundamental perspective on the data center side: - Applied Digital $APLD and Cipher $CIFR both signing data center co-location deals with investment grade hyperscalers corroborates mgmt.'s commentary that demand for future capacity at Helios is strong - Every hyperscaler has revised their projected CapEx numbers upwards - Per @stefanvanderlux 's great work Galaxy has made a handful of key hires for their data center biz and is making good progress w/r/t construction at Helios. The job listings for Galaxy's data center business"
X Link 2025-11-06T19:45Z [----] followers, 20.9K engagements

"OpenDoor $OPEN is a home-flipper. A real estate owner with a net $800MM of homes on its balance sheet trading at a $4.8B market cap. Buying $OPEN shares here is more or less buying ownership in these homes at a 600% premium to their underlying value. Insinuating that $OPEN shorts want to "make home ownership harder" is economically illiterate. $OPEN is the posterchild for a failed concept - iBuying has been tried multiple times by various different entities with all sorts of bells and whistles ("muh AI") and has never worked. The business simply doesn't scale as local markets are nuanced and"
X Link 2025-11-07T21:26Z [----] followers, 31K engagements

"By my estimation Cipher's $CIFR yield-on cost and unlevered IRR for their Amazon $AMZN deal are in the ballpark of 11-12%. Important to note that $CIFR is not employing a neocloud model here - they are acting as a data center developer providing turnkey space and power capacity for Amazon who brings its own chips into Cipher's facilities. The levered returns (not shown) are obviously extremely attractive due to Cipher's ability to source cheap construction (or project-level) debt to fund the vast majority of the $2.1B of estimated CapEx given Amazon's investment-grade credit rating. $CIFR"
X Link 2025-11-08T15:47Z [----] followers, 58.2K engagements

"Rookie Fund Manager @leopoldasch: $4.1B AUM Veteran Fund Manager Matthew Sigel: $48MM AUM The audacity (and / or sheer delusion)"
X Link 2025-11-18T22:51Z [----] followers, [----] engagements

"@buccocapital He simply wants to use the word fungible fleet as many times as possible"
X Link 2025-11-19T00:47Z [----] followers, 11.6K engagements

"Remember when current $IREN Board Member Mike Alfred tweeted that he was short First Republic Bank $FRC on March [--] [----] And then told a compete and utter lie that a bank run was occurring at First Republic just one day later Note that First Republic didnt go into receivership until May. https://twitter.com/i/web/status/1991620199804805345 https://twitter.com/i/web/status/1991620199804805345"
X Link 2025-11-20T21:30Z [----] followers, 12K engagements

"@TheBenSchmark Hyperscalar Really @Srasgon Gotta have your associates do a bit better on the proofreading"
X Link 2025-11-25T22:31Z [----] followers, [---] engagements

"@ActAccordingly @tbpn Freshpet thesis was a masterclass in short selling. Even more impressive in this environment. $FRPT"
X Link 2025-12-09T02:36Z [----] followers, [---] engagements

"Tread lightly Its not a threat. Im out - have so many better things to do than this. Dont worry - I wont be talking about $IREN much evidently there are some other scams in the Bitcoin equity space that also need attention and will make for some great writing material"
X Link 2025-12-24T01:03Z [----] followers, [---] engagements

"@negligible_cap This is a positive for CoreWeave $CRWV as a borrower under the DDTL [---] Credit Facility. The lenders are loosening covenants and postponing certain deadlines to allow for the later delivery of a delayed data center (which $CRWV disclosed on their Q3-2025 earnings call)"
X Link 2026-01-05T13:43Z [----] followers, 24.2K engagements

"Brad Gerstner @altcap discussing why CoreWeave $CRWV is the only neocloud position he likes. Interesting to hear from someone who knows Jensen Altman Satya etc. very well. "We were investors in CoreWeave when it was a private company. We've been investors you know as they entered the public market and it's pulled back here we've added to our position. We're not adding to other neoclouds. We don't think other neoclouds are created equal. We think CoreWeave stands alone in terms of its performance the software that it's build on top of the cloud its execution capability its strategic importance"
X Link 2026-01-06T21:49Z [----] followers, 189K engagements

"Galaxy Digitals $GLXY Director of Construction has spent time at both $META and $MSFT. Interesting that he refers to Galaxys Datacenter portfolio 4GW. https://twitter.com/i/web/status/2008993697200001063 https://twitter.com/i/web/status/2008993697200001063"
X Link 2026-01-07T20:06Z [----] followers, 20K engagements

"@OnodaCapital $SG"
X Link 2026-01-09T22:04Z [----] followers, [---] engagements

"CoreWeave $CRWV CEO Michael Intrator on the @BigTechPod providing what I believe is the most compelling rebuttal to the narrative that GPUs only have a [--] to 3-year useful life. CoreWeave's customers are the world's most sophisticated users of GPUs and they are signing contracts to utilize today's GPUs for the next [--] years despite Nvidia's new product release cadence resulting in more efficient GPUs every 1-2 years. The use-case for the GPUs might change over time as Nvidia rolls out new products (e.g. older chips are moved from training to inference workloads) but the "usefulness" does not."
X Link 2026-01-10T15:30Z [----] followers, 160.9K engagements

"CleanSpark $CLSK is a very interesting trade here valued at just $2.2MM per MW of approved power capacity - a 75% discount to peers. This discount reflects its lack of AI co-location deal as $HUT $CIFR $APLD and $WULF all began marketing their sites to hyperscalers and neoclouds in late [----] and early [----]. CleanSpark however did not "pivot" to AI until late [----]. In August [----] Matt Schultz @smatthewschultz co-founder executive chair and former CEO was re-appointed as CEO. Schultz immediately made moves to reposition CleanSpark as both a BTC miner and AI data center developer hiring Jeffrey"
X Link 2026-01-14T16:08Z [----] followers, 64.7K engagements

"Well played and I tend to agree. Its almost like a pick your own narrative adventure. Gold catch up trade Look at the Iranian rial and Venezuelan bolivar BTC fixes this The FED is going to be politicized BTC fixes this Market structure bill A lot of different narratives to choose from I suspect well be hearing about all of them if things start really moving. https://twitter.com/i/web/status/2011580147133038789 https://twitter.com/i/web/status/2011580147133038789"
X Link 2026-01-14T23:24Z [----] followers, [---] engagements

"ERCOT approved only 1GW of total data center interconnection large load requests in [----] and just awarded Galaxy Digital $GLXY 830MW of approved power. Needless to say there is an insatiable amount of demand for 830MW of approved power capacity in Texas right now. https://www.prnewswire.com/news-releases/galaxy-completes-ercot-interconnection-studies-and-secures-approval-for-additional-830-megawatts-at-helios-data-center-campus-doubling-total-approved-power-capacity-to-over-1-6-gigawatts-302662509.html"
X Link 2026-01-15T14:30Z [----] followers, 38.2K engagements

"@buccocapital @WaterworldCapi1 🥗 @Investor_NICK_ Up against just about every headwind possible this year (slowdown across broader restaurant category outsized impact from DOGE and govt shutdown given DC presence tariffs tough comps change to their loyalty program etc. etc.). New Chief Commercial Officer COO and CFO. https://t.co/C1UpBP0iUQ @Investor_NICK_ Up against just about every headwind possible this year (slowdown across broader restaurant category outsized impact from DOGE and govt shutdown given DC presence tariffs tough comps change to their loyalty program etc. etc.). New Chief"
X Link 2026-01-16T00:40Z [----] followers, [---] engagements

"I think its time to close your eyes and buy a bucket of infra + vertical SaaS soon What am I missing Infrastructure / security: $S $GTLB $RBRK Vertical: $TOST $PCOR $APPF $TTAN"
X Link 2026-01-16T01:48Z [----] followers, 21.2K engagements

"@HyperTechInvest No it makes complete sense. The revenue per capex is a very attractive yield on cost. $1.25MM / $3.86MM. Whats that Can you calculate that"
X Link 2026-01-18T00:58Z [----] followers, [---] engagements

"@BucknSF Grafana Clickhouse etc. competitive pressures not great for DDOG either"
X Link 2026-01-21T04:25Z [----] followers, [----] engagements

"@P_Remarks [----] could end up being a historically good vintage for software PE Buy $S $TEAM $GTLB etc. for 5-6x ARR with 2x of leverage. Dont think its unreasonable to believe they can compound revs 15%+ and get to 30-40% EBITDA margins over [--] years"
X Link 2026-01-21T22:33Z [----] followers, [----] engagements

"OpenAI CFO Sarah Friar confirming to CNBC at Davos that OpenAI exited "2025 with over $40 billion on the balance sheet." As of a company blog post from just a few days ago OpenAI expected to exit [----] with $20B of annualized revenue and 1.9GW of cloud capacity implying $19B of run-rate cloud computing costs (at an estimated $10MM per MW of capacity). Assumed 10% rev. share to Microsoft adds another $2B of run-rate cash expenses. $2B of estimated cash compensation spend (4000 employees per the WSJ x $500K/employee) and $1B of non-headcount related spend results in $24B of total cash expenses."
X Link 2026-01-22T12:58Z [----] followers, 43.5K engagements

"@ContrarianCurse Just a baby barf for $DDOG which started climbing back again once market participants realized that acquiring $GTLB below $10B will be fairly accretive"
X Link 2026-01-22T21:01Z [----] followers, [----] engagements

"Rick Reider would be a fantastic pick BREAKING: Blackrock CIO Rick Reider is now the frontrunner to be nominated as Fed Chair. https://t.co/e6LR0iqAgf BREAKING: Blackrock CIO Rick Reider is now the frontrunner to be nominated as Fed Chair. https://t.co/e6LR0iqAgf"
X Link 2026-01-23T21:30Z [----] followers, [----] engagements

"Say it with me. CoreWeave $CRWV is the de-facto cloud computing arm of Nvidia $NVDA. Nvidia $NVDA is investing $2B into CoreWeave $CRWV at $87.20/share deepening their AI infrastructure partnership. Theyre targeting 5+ GW of AI factories by [----] with CoreWeave planning early deployments of Nvidias Rubin platform plus Vera CPUs and BlueField systems. https://t.co/zfRXVq7il3 Nvidia $NVDA is investing $2B into CoreWeave $CRWV at $87.20/share deepening their AI infrastructure partnership. Theyre targeting 5+ GW of AI factories by [----] with CoreWeave planning early deployments of Nvidias Rubin"
X Link 2026-01-26T14:11Z [----] followers, 21K engagements

""I suspect the level of implicit support $NVDA provides to $CRWV will only increase as the use of TPUs grows. In a few years it should become pretty clear that CoreWeave is really the de-facto cloud computing arm of Nvidia." 👍👍👍 @zephyr_z9 Few understand the advantage CoreWeave has. Nvidia $NVDA gives priority allocations of its latest GPUs to $CRWV. CoreWeave then can go lock in long-term (5 yr.+) contracts with the largest purchasers of compute (OpenAI Meta $META Microsoft $MSFT Google Mistral Poolside @zephyr_z9 Few understand the advantage CoreWeave has. Nvidia $NVDA gives priority"
X Link 2026-01-26T14:13Z [----] followers, [----] engagements

"@adreon Thats a great way of putting it"
X Link 2026-01-26T21:38Z [----] followers, [---] engagements

"Wow - I'm a bit shocked that the U.S. Army didn't vibe code their own CRM procurement HR and internal communications software systems. $CRM The Army signed a 10-year $5.6B deal with Salesforce $CRM to modernize its processes with cloud software. The contract includes Slack access for recruiters and Salesforce says its AI agents can help cut procurement timelines from months to days. https://t.co/lGGdsDcU1O The Army signed a 10-year $5.6B deal with Salesforce $CRM to modernize its processes with cloud software. The contract includes Slack access for recruiters and Salesforce says its AI agents"
X Link 2026-01-27T14:03Z [----] followers, [----] engagements

"@BoxLongs They cant miss this q after the CFO transition and completely sandbagged guidance right"
X Link 2026-01-27T23:34Z [----] followers, [---] engagements

"This cant be right - @edzitron told me in July that SoftBank wasnt going to fund its $40B commitment as part of OpenAIs last round. Youre meaning to tell me that not only did SoftBank complete its $40B investment as planned. That they now want to plow another $30B in WSJ: SoftBank is in talks to invest up to $30B more into OpenAI as part of a broader raise of up to $100B. The round could value OpenAI as high as $830B if fully funded. https://t.co/RCilto0rA0 WSJ: SoftBank is in talks to invest up to $30B more into OpenAI as part of a broader raise of up to $100B. The round could value OpenAI"
X Link 2026-01-28T00:40Z [----] followers, 18.1K engagements

"@vladtenev The fate of humanity depends on whether or not Robinhoods retail users are able to invest in Anthropic"
X Link 2026-01-28T02:18Z [----] followers, [----] engagements

"Meta $META as of 12/31/25: -$80B of cash and marketable securities -$59B of debt -$100B of LTM EBITDA What are these doomers smoking The risk embedded here is astonishing The risk embedded here is astonishing"
X Link 2026-01-29T02:11Z [----] followers, 13.8K engagements

"So Microsoft $MSFT has [---] million paid [---] Commercial Seats and only [--] million paid [---] Copilot seats implying 3% penetration for Copilot. Not quite sure if this is bullish because of how much runway there is to upsell Copilot to the existing base of 450MM users. Or bearish because it shows how bad their copilot offering is lol. https://twitter.com/i/web/status/2016884228248482197 https://twitter.com/i/web/status/2016884228248482197"
X Link 2026-01-29T14:40Z [----] followers, 18.7K engagements

"@buccocapital $MSFT down 10% because they missed the Azure bogey due to allocating more of their compute capacity to their own internal AI apps workloads and R&D says it all lol"
X Link 2026-01-29T14:42Z [----] followers, [----] engagements

"@rennyzucker Is he really about to plow $50B in at $830B after saying that the reason AWS was losing share was because they didnt want to take on the huge training workloads. ☠"
X Link 2026-01-29T22:36Z [----] followers, [----] engagements

"Going to Literally everything in this post has already happened or been effectuated Pressure OAIs funding ability after this funding round This makes zero sense. Do you think the investors in the current round are saying to themselves Ah yes OAI is absolutely going to be cooked after this round closes but well still fund this current round I had been thinking Google is probably a good short here - thank you. https://twitter.com/i/web/status/2017694195192914215 https://twitter.com/i/web/status/2017694195192914215"
X Link 2026-01-31T20:19Z [----] followers, [----] engagements

"Agreed - clearly impossible to predict with any confidence how the next few years play out for OpenAI. But I think the Amazon investment is the biggest signal. It makes no sense for Amazon to invest $50B into OpenAI unless Andy Jassy has an extremely bullish view on OpenAI. If he was interested but not bullish he could just wait to see how the next year plays out. Clearly he thinks he has to move now. And you can understand that he might want to hedge their Anthropic position but $50B isnt a hedge. https://twitter.com/i/web/status/2017779897561731229"
X Link 2026-02-01T01:59Z [----] followers, [----] engagements

"@institLPGP @buccocapital Amazon investment is the signal here I think not Nvidia"
X Link 2026-02-01T02:13Z [----] followers, [---] engagements

"@eliant_capital Spot on. Feel like Im taking crazy pills - the largest Anthropic shareholder is rumored to about to plow $50B into OAI yet OAI FUD is higher than ever"
X Link 2026-02-03T01:44Z [----] followers, [----] engagements

"@Crussian17 @CapitalObserver Probably worse if everyones out of the money on their options - plans will need to be reset with a greater amount of shares issued for the same dollar amount of compensation"
X Link 2026-02-04T04:35Z [----] followers, [---] engagements

"@institLPGP @Lazarus_Capital $264MM with the assumptions laid out here (e.g. $10MM/MW in CapEx $1.5MM year [--] rent 85% EBITDA margin 7% cap rate or 14.3x EBITDA)"
X Link 2026-02-04T19:19Z [----] followers, [----] engagements

"Its almost as if data center developers are working with the power and utility providers to expand the grids capacity as well as building their own behind the meter energy to support the data center buildout. Do people really think Google and Microsoft just bully grid operators into allowing them to plug in and hoover up all of the electricity from every other grid consumer https://twitter.com/i/web/status/2019184254316396617 https://twitter.com/i/web/status/2019184254316396617"
X Link 2026-02-04T23:00Z [----] followers, [----] engagements

"If you believe Jensen every traditional CPU workload (e.g. Metas ad recommendation system Google search Microsoft office AWS SaaS hosting) is going to be replaced with an AI-accelerated version of that workload. Which would imply that these levels of CapEx could persist for quite some time. 🤔 https://twitter.com/i/web/status/2019205621468291492 https://twitter.com/i/web/status/2019205621468291492"
X Link 2026-02-05T00:25Z [----] followers, [----] engagements

"@lazyvillager1 @kellangrenier @mathburn666 Im literally comparing their DDTL [---] to their DDTL [---]. Not the DDTL to the unsecured notes. Nice try trying to wait until midnight to respond with more bullshit hoping I wouldnt catch you out on your lies again"
X Link 2026-02-05T05:06Z [----] followers, [---] engagements

"Bull case is that $GLXY becomes one of the largest publicly traded AI data center developers owners and operators in the world. For some context on the data center side their first executed lease with CoreWeave $CRWV is for 533MW of IT load and is expected to generate $1B+ of annual EBITDA. If they can execute [--] additional lease per year of similar size with the Oracles Amazons Googles etc. of the world you're looking at a multi-gigawatt portfolio generating multiple billions of EBITDA by late 2020s. Public comps $DLR and $EQIX have around 3GW of capacity enterprise values north of $75B and"
X Link 2025-10-16T01:03Z [----] followers, 56.2K engagements

"Loved this response from Galaxy Digital's $GLXY mgmt. team on Tuesday's earnings call when asked if Galaxy was considering building their own neocloud or GPUaaS offering. I continue to be of the belief that partnering with the CoreWeave's Oracle's Google's Amazon's and Microsoft's of the world via a co-location model whereby Galaxy acts as an outsourced service provider to the hyperscalers (by providing data center space and power) presents a greater risk-adjusted return on invested capital than potentially competing with those companies by developing your own cloud. Do you think you can do"
X Link 2025-10-25T19:29Z [----] followers, 42.4K engagements

"Galaxy Digital $GLXY trading down in pre-market on the issuance of this "2031 Exchangeable Note ("muh dilution") is amusing given this raise actually affords them flexibility to refi their existing [----] Exchangeable Notes with cash (instead of stock) limiting potential dilution from the [----] Exchangeable Notes. One feature of these exchangeable notes is that the Issuer (i.e. Galaxy) can decide whether to repay the notes in cash or $GLXY shares. The press release from this morning on the [----] Exchangeable Notes explicitly states they may use a portion of the proceeds to repay the 2026"
X Link 2025-10-28T12:26Z [----] followers, 116.1K engagements

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