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@UncleAlpha007 Avatar @UncleAlpha007 Asymmetric Bets

Asymmetric Bets posts on X about $iren, ai, $cifr, open ai the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXXX engagements in the last XX hours.

Engagements: XXXXXX #

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Mentions: XX #

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Followers: XXXXX #

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CreatorRank: XXXXXXX #

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Social Influence #

Social category influence stocks XXXX% technology brands XXXX% cryptocurrencies X% musicians XXX% finance XXX% celebrities XXX% currencies XXX%

Social topic influence $iren #43, ai 15%, $cifr #134, open ai #2301, market cap #319, $amzn #157, $msft #167, $fnma #15, $fmcc #13, $crwv X%

Top accounts mentioned or mentioned by @mikealfred @fransbakker9812 @billackman @umbisam @thebtcminingguy @buccocapital @realjimchanos @elonmusk @jason @chamath @secscottbessent @rihardjarc @davidsacks @markosaaig @hoopsbobray @blueduckcap @ilzmcfly @jiahanjimliu @rftylerpage @theallinpod

Top assets mentioned IREN Limited (IREN) Cipher Mining Inc. Common Stock (CIFR) Amazon.com, Inc. (AMZN) Microsoft Corp. (MSFT) CoreWeave, Inc. (CRWV) Nebius Group N.V. Class A Ordinary Shares (NBIS) Alphabet Inc Class A (GOOGL) Metadium (META) Marginswap (MFI) Sweetgreen, Inc. (SG) Sezzle Inc. Common Stock (SEZL) Digital Realty Trust Inc (DLR) Equinix Inc (EQIX) Floor & Decor Holdings, Inc. (FND) NVIDIA Corp. (NVDA)

Top Social Posts #

Top posts by engagements in the last XX hours

"$iren gunna be a big week $500+ share is coming. Patience"
X Link @UncleAlpha007 2025-11-09T23:38Z 4518 followers, 30.7K engagements

"Can we please get a wellness check on Chanos @RealJimChanos Turns out real assets don't depreciate the same way academics in their ivory towers postulate. Go figure. $IREN $CIFR $CRWV $NBIS @mikealfred"
X Link @UncleAlpha007 2025-10-29T17:20Z 4476 followers, 6461 engagements

"$cifr $iren $tgen Hard not to be wildly bullish"
X Link @UncleAlpha007 2025-10-31T16:40Z 4489 followers, 5268 engagements

"$CIFR fair value $XX (150% upside next 6-12 months) and $XXX by 2030 following Colchis announcement Incredible execution from @rftylerpage"
X Link @UncleAlpha007 2025-11-03T22:50Z 4502 followers, 30.3K engagements

"Tomorrow I think its possible we get a NVDA partnership/investment that de-risks ROIC concerns for investors around IREN and potentially another MSFT/Type deal announcement. if this happens I would expect the stock to surpass $NBIS is market cap in short order"
X Link @UncleAlpha007 2025-11-05T19:38Z 4452 followers, 1344 engagements

"$fnma $fmcc @putle @SecScottBessent @howardlutnick @BillAckman Itll really be something if the Government gives Scam Altman a massive loan and wipes out common shareholders in $fnma $fmcc Altman is absolutely cooked. OpenAI rumored to be burning $12B a quarter. He needs $50B this year $80B next $100B the year after that. OpenAIs valuation cant keep rising because its already very high at $500B-$1T for a cash burner. Massive dilution is the only option without government help"
X Link @UncleAlpha007 2025-11-06T00:53Z 4448 followers, 1974 engagements

"$sezl why is it not ripping today QoQ revenue growth reaccelerated FY25 revenue guidance maintained EPS outlook up to $XXXX. Stock is trading at 19x EPS with 60%+ revenue growth and 80%+ EPS growth"
X Link @UncleAlpha007 2025-11-06T14:50Z 4452 followers, 2711 engagements

"@DavidSacks Dilute Scam Altman and his VCs and return the company to @elonmusk. Scam Altman needs $100Bs+ and wants the private marks for the next round to be higher than $500B so no down round. GL with that"
X Link @UncleAlpha007 2025-11-06T17:24Z 4491 followers, XXX engagements

"@EricJhonsa Nice summary Fairly certain there is a communication issue re 4Q implied sales seems like an obvious buy"
X Link @UncleAlpha007 2025-11-07T03:04Z 4446 followers, XXX engagements

"@MarkosAAIG @FransBakker9812 Respectfully disagree iren is sitting on 3GW of power that will all be online in 3-4 years. Sam Altman wants to spend $1T on AI infrastructure and thats just OpenAI demand. There is almost no chance in my view that IRENs power and GPU as a service does not get fully rented"
X Link @UncleAlpha007 2025-11-07T03:18Z 4438 followers, XXX engagements

"@Fulcrumbs44 🤣 yes some ppl on Wall St are very dumb"
X Link @UncleAlpha007 2025-11-07T21:10Z 4492 followers, XXX engagements

"@hoopsbobray In my opinion yes over 4ish years choppy along the way"
X Link @UncleAlpha007 2025-11-08T12:32Z 4507 followers, XXX engagements

"Glad I was adding to $mfi last week. Prescient.🤣"
X Link @UncleAlpha007 2025-10-22T21:39Z 4509 followers, 1584 engagements

"$sg is highly asymmetric at these levels. No position yet"
X Link @UncleAlpha007 2025-10-30T19:48Z 4511 followers, 3341 engagements

"Why $IREN can 10x by 2030 (follow up to prior post) Digital Realty ($DLR) and Equinix ($EQIX) are comps to IREN. IREN will have more contracted ARR than $DLR by mid 2026 (implies XXX% upside) yet DLR's market cap is $59B vs. IREN at $18B. Similarly $IREN is likely to have more contracted ARR than $EQIX by 2027 (EQIX has a $81.5B market cap vs. $IREN at $18B. Implies XXX% upside over the next 14-18 months). Further IREN should get to contracted ARR of $18B+ by 2030 (implying a market cap of $160B using EQIX as a comp). Capital required to get to $18B ARR is likely to be in the $35-$40B range."
X Link @UncleAlpha007 2025-11-05T13:46Z 4518 followers, 25.5K engagements

"Me watching people that have no idea what theyre doing selling $IREN this morning. Fair value today is $192-$210 btw"
X Link @UncleAlpha007 2025-11-07T14:36Z 4518 followers, 16.5K engagements

"@DeepSailCapital $fnma $fmcc $mfi $krknf no positions but $sg and $fnd looking very washed out"
X Link @UncleAlpha007 2025-11-10T02:15Z 4519 followers, 2408 engagements

"$IREN $MSFT deal implies $20B in revenue $16B in ebitda and over $320B in Enterprise Value. Were going much higher. Cheers to all the haters"
X Link @UncleAlpha007 2025-11-03T12:17Z 4516 followers, 6385 engagements

"$IREN can still 10x-20X (math below we are still EARLY). $2.5B ARR (per below) represents XX% of announced capacity. Full capacity is $2.5B ARR / .12 = $20.8B in ARR. IREN's EBITDA margin is 80%. $20.8B * XX% margin is $16.6B EBITDA. Conservative EBITDA multiple is 15x. $16.6B * 15x = $250B enterprise value. Cost to build is $14M per MW * 2900 MW = $40.6B. $250B enterprise value - $40.6B build out is $210B market cap vs. $IREN's $20B mkt cap this morning. $210B/$20B is more than 10x upside. @mikealfred @theBTCMiningGuy @FransBakker9812 @Umbisam"
X Link @UncleAlpha007 2025-11-03T13:48Z 4518 followers, 48.4K engagements

"$iren takeaway from Altman post below is that OpenAI wants to be in the business of GPUs as a service like $IREN -- not exactly bearish"
X Link @UncleAlpha007 2025-11-06T20:34Z 4518 followers, 4534 engagements

"Market is giving a gift tomorrow $psix"
X Link @UncleAlpha007 2025-11-07T03:06Z 4519 followers, 3655 engagements

"$IREN has the most power guaranteed to come online in the next X years of any Neocloud $META said they are spending $600B next X years METAs compute needs are smaller than $AMZN $GOOG $MSFT. OpenAI said they need $1T in capital $GOOG co founder Sergey Brin said hes willing to have Google go bankrupt before he loses AI race $NVDA CEO said spending will reach $5T next few years and you dont think $IREN will get to $21B ARR (10x stock return) in the next four years Its so easy. Hold. Dont use leverage (its not needed). Retire before age XX. This option is available to you if you choose to not be"
X Link @UncleAlpha007 2025-11-07T20:54Z 4518 followers, 51.1K engagements

"$crwv looks attractive here imo 4.2x 2026 sales growing arr XXX% YoY"
X Link @UncleAlpha007 2025-11-10T02:27Z 4519 followers, 4758 engagements

"$fmcc $fnma to $50-$60 (400%-500% upside). $600B EV is not a meme. Math below. @pulte @SecScottBessent doing great jobs"
X Link @UncleAlpha007 2025-10-29T17:13Z 4518 followers, 13.6K engagements

"$IREN Press Release Takeaways X. $3.6B ARR guide uses only XX% of secured power implying IREN could generate $21B in ARR by 2030 - at 10x ARR this would put IREN at a $210B market cap more than 10X from today (will likely need $30-$40B in capital). See below for chart. X. $3.6B 2026 AI ARR guide - is awesome but a low ball guide that provides plenty of room for beat and raises as Sweetwater Energizes April 2026. I am expecting this to be raised to at least $5.5B by mid April X. $3.6ARR guide implies stock is trading around 5x 2026 ARR which is only a .5x premium to CRWV (ie CRWV trades at"
X Link @UncleAlpha007 2025-11-06T22:41Z 4519 followers, 120.2K engagements

"$CIFR fair value today is in the mid $40s (100% upside short term). Take a look at @RHouseResearch analysis below. FCF of $300M on the AMZN deal. If they can replicate that 10x across their pipeline implies $3B in FCF sometime around 2031ish. $3B FCF x 20X multiple = $60B market cap Discount that back to today around 17-18% rate (for higher risk) and youre in $45/share range"
X Link @UncleAlpha007 2025-11-08T16:49Z 4518 followers, 41.7K engagements

"$iren 👀 $cifr 👀 You cant print energy AI eventually funded by governments"
X Link @UncleAlpha007 2025-11-11T02:08Z 4519 followers, 9331 engagements