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@_Sgr_A_Star Avatar @_Sgr_A_Star The God Particle

The God Particle posts on X about $hims, q2, q4, books the most. They currently have XXXXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.

Engagements: XXX #

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Mentions: X #

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Followers: XXXXX #

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CreatorRank: XXXXXXXXX #

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Social Influence

Social category influence stocks XX% finance XX% currencies X% cryptocurrencies X%

Social topic influence $hims #112, q2 8%, q4 4%, books 4%, not in 4%, the first 4%, momentum 4%, $iren 4%, math 4%, morgan stanley X%

Top accounts mentioned or mentioned by @preseidentmusk @jerbearrn @jiahanjimliu @hillsideassets @hypertechinvest @pdphilaphil @quanzhou03 @uvyatm @nighthawktradez @jonash00722429 @mcfdan @dinercoffee21m @thetechinvest @liebermanaustin @davidjacobslive @vasilist @globalcollapse @frameworkwisely @bagelc47 @evolamtrades

Top assets mentioned Hims & Hers Health, Inc. (HIMS) IREN Limited (IREN) Morgan Stanley (MS)

Top Social Posts

Top posts by engagements in the last XX hours

"$HIMS XX of the XX days in Q4 are in the books and this is how we compare to last year last quarter and the projected revenue for Q4. YoY Change: +12.1% QoQ Change: -XXX% Projected Revenue: 598.9M The projected revenue assumption uses the same sales to revenue ratio as Q3 as such it means Zava revenue is included in these totals. Any Canadian new vertical sales are NOT in this data. I included revenue guidance and analyst consensus. (As has been the case for the last 3-4 weeks I expect the trend to continue upward in the last XX days as the new verticals continue to gain traction all other"
X Link 2025-12-06T16:23Z 2875 followers, 7026 engagements

"$HIMS Update Time Now XX days into Q4 and we saw another uptick in the YOY and QOQ growth rates. YoY Change: +12.1% (+.9% from last week) QoQ Change: -X% (+ XXX% from last week) As anticipated this quarter is building (growth rate) momentum"
X Link 2025-11-29T23:21Z 2856 followers, 8845 engagements

"$IREN Looks like the convertible bonds are at less than 1%. 🔥🔥🔥🔥"
X Link 2025-12-02T01:54Z 2856 followers, 87.4K engagements

"@quanzhou03 Thanksgiving week. I wouldn't read too much into it. Not that this time last year wasn't also Thanksgiving week but much more variability in a week like Thanksgiving week"
X Link 2025-12-07T00:05Z 2855 followers, XXX engagements

"Maybe that's your blind spot that you can't even understand I did the math on the IRR of what that would look like. Have you Would it make you feel better if it came out of Dan Roberts' mouth You know the one actually having to make this decision. Dan Roberts: Look it's funny. I actually see risk very differently. So we've spoken about co-location deals with these hyperscalers. And if you model out a X% to X% starting yield on cost and run that through your financial model what you'll generally see is that you'll struggle to get your equity back during the contracted term. And then you're"
X Link 2025-12-07T16:27Z 2853 followers, XXX engagements

"They already explored it formally. Last year they appointed Morgan Stanley as their financial advisor to evaluate monetization opportunities (e.g. sale of Sweetwater) within their portfolio. Then in an earnings call earlier this year they told us they had terminated the site sale process with Morgan Stanley in favor of retaining long term ownership. Given the burgeoning AI market I'm confident the management team knows exactly what they own. You don't just sell at this point"
X Link 2025-12-05T01:19Z 2861 followers, XXX engagements

"$HIMS 🚨 Leerink Partners reiterated their 'Market Perform' recommendation and lowered their Target Price from $XX to $XX. (Brutal consensus - and Bloomberg doesn't even include BofA)"
X Link 2025-12-05T01:58Z 2876 followers, 2885 engagements

"@jiahanjimliu @MB_Hogan I think the 3.4B ARR guidance is "by end of 2026". You think there is chance Horizon 5-10 are 2026 projects (Horizon X was announced in Feb of 2025 and likely could have been commissioned in December but won't get GPUs now until Q1 26)"
X Link 2025-12-06T07:12Z 2874 followers, XXX engagements

"I don't trust the semi-analysis 170MW number but I don't think we need to to know that there will be excess capacity from what's provisioned. Besides you'd still need critical IT load to power the switches storage etc. IREN (Kent on the Q2 earnings call) had already told us that the average PUE at Horizon's will be XXX (peak of 1.4) - which means that to land on a useable (critical IT) load of 200MWs you only need on average 240MW gross load (1.2 x 200) and 280MW at peak (1.4 x 200). Even without the semi-analysis stepdown on average Horizon 1-4 will be provisioned with an "excess" of 60MW"
X Link 2025-12-09T02:50Z 2875 followers, XXX engagements

"@proof_of_thermo @Udi_Z @Agrippa_Inv For reference: This is what Kent told us during the Q2 earnings call told us. On the McNallie interview he also all but told us that they're working through plans on getting the miners to work in this PUE "sandbag""
X Link 2025-12-10T07:37Z 2876 followers, XX engagements