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@edge_of_power Edge Of Power
Edge Of Power posts on X about $iren, $cifr, ai, $nvda the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXXX engagements in the last XX hours.
Engagements: XXXXXX #
- X Week XXXXXX -XX%
- X Month XXXXXXX +120%
Mentions: XX #
- X Week XX -XX%
- X Month XXX -XXXX%
Followers: XXXXX #
- X Week XXXXX +9.80%
- X Month XXXXX +91%
CreatorRank: XXXXXXX #
Social Influence
Social category influence stocks XXXXX% technology brands XXXXX% finance XXXXX% countries XXXX% cryptocurrencies #2274 currencies XXXX% vc firms XXXX%
Social topic influence $iren #18, $cifr #10, ai 8.99%, $nvda #963, $crwv #57, debt #231, $goog #12, microsoft #211, msft #14, strong XXXX%
Top accounts mentioned or mentioned by @mrknowtalk @maobaobaomby @bigbucks77 @daleevans22611 @globalcollapse @mrderivatives @ilzmcfly @mongolape @cnbc @thekamahsutra @hhhypergrowth @edgeofpower @sttomnakstamoto @mikealfred @atzaran3 @tree75769 @cfcstar @james_j_otis @stocktrader989 @jrouldz
Top assets mentioned IREN Limited (IREN) Cipher Mining Inc. Common Stock (CIFR) NVIDIA Corp. (NVDA) CoreWeave, Inc. (CRWV) Alphabet Inc Class A (GOOGL) Microsoft Corp. (MSFT) Credo Technology Group Holding Ltd Ordinary Shares (CRDO) Oracle Corporation (ORCL) Nebius Group N.V. Class A Ordinary Shares (NBIS) Vistra, Corp. (VST) TALEN ENERGY CORP (DE) (TLN) TeraWulf Inc. (WULF) Marvell Technology Inc (MRVL) Taiwan Semiconductor (TSM) Alibaba Group (BABA) Apple, Inc. (AAPL) retard to retired (R/R) OpenServ (SERV) Amazon.com, Inc. (AMZN) Morgan Stanley (MS) Ondas Holdings Inc. Common Stock (ONDS) Kratos Defense & Security Solutions, Inc. (KTOS) Core Scientific, Inc. Common Stock (CORZ) Metadium (META) Broadcom, Inc. (AVGO) RAI Finance (SOFI) Bitcoin (BTC) Bitfarms Ltd. (BITF) Eos Energy Enterprises, Inc. (EOSE) BlackRock Inc (BLK)
Top Social Posts
Top posts by engagements in the last XX hours
"$BZAI Coreweaved ER BZAI is down after ER but the story is way more interesting than the reaction They just did $11.9M revenue (up XXX% from last quarter) and guided Q4 to $21-23M. Thats basically doubling again. So why is it tanking The margin massacre: Gross margins went from XX% XX% Theyre shipping that massive $120M Starshine contract (Saudi smart city AI infrastructure) but its heavy on third-party hardware (THIRD PARTY again hello $CRWV) right now. Low margin stuff. Heres the actual play: BZAIs bet is their proprietary AI chips are 2.4x faster and 3x more power efficient. But those dont"
X Link 2025-11-14T17:42Z 1562 followers, 4374 engagements
"Trump just handed $NVDA - $MSFT- $ORCL a massive win. XX% to treasury rest goes to building OpenAIs datacenter empire I called $XXX for calls when $GOOG announced their chips. This looks suspiciously like a government backstop for OpenAI but what do I know 🤷🏻♂"
X Link 2025-12-08T21:54Z 1563 followers, XXX engagements
"@jrouldz No clear robotics play. $RR is a joke $SERV is not there yet intuitive surgical is hard to scale. And we come to conclusion that big Capex rules: $AMZN $GOOG and $NVDA. $AAPL is doing robots but what if thats another camera 😁"
X Link 2025-11-23T10:48Z 1533 followers, XXX engagements
"Thanks for catching that I'm deep into data center economics right now specifically looking at CIFR. I'll be digging through their financial reports tomorrow maybe I'll find something else interesting. I totally cracked up when I read the transcript from the call: analysts were asking Tyler about the Microsoft deal so clearly they don't even know who signed the contract 🤷🏻♂😄"
X Link 2025-11-27T22:03Z 1542 followers, XXX engagements
"$IREN $CIFR Morgan Stanley now projects a XX GW cumulative power shortfall in 2025-28 up from XX GW after revising semiconductor demand higher on the back of stronger Nvidia volumes. $IREN is highlighted as the strongest example of the new neocloud model. The company purchases GPUs or TPUs builds full-stack liquid-cooled infrastructure and leases capacity to hyperscalers under flexible contracts including its 5-year deal with Microsoft. Morgan Stanley calls these locations the lowest execution risk for AI customers and expects their value to rise as the power deficit deepens. Morgan Stanley"
X Link 2025-12-01T15:40Z 1533 followers, 5140 engagements
"Drone stocks are plummeting every day despite good news and a lot of interest developments: Iron Dome drugs cartels war etc $ONDS -X% received 2nd contract to defend EU airport $RCAT -X% $DPRO -X% $KTOS -3%"
X Link 2025-12-01T20:59Z 1544 followers, 1632 engagements
"$IREN Conversion price is $XXXXX Conversion premium: XX% thats standard for the sector. Implied conversion price: $XXXXX (based on the $XXXXX reference). Capped call protection: $XXXXX this part is actually strong since most companies cap around +4060%. Meaning: dilution only starts above $82"
X Link 2025-12-03T20:46Z 1533 followers, 14.5K engagements
"COO $IREN Kent Draper highlighted one specific detail: the Microsoft project is expected to generate about XX% levered IRR under conservative leverage assumptions and assuming no residual value from the hardware after the contract period. He spoke to Barrons but declined to give the overall return on capital: secrets Barrons highlighted $CRWV $NBIS and $IREN as the three NeoCloud names worth considering after the recent selloff. One interesting note on $CRWV: they plan to build more of their own sites after $CORZ fell behind schedule. Overall its rare to see a mainstream outlet cover"
X Link 2025-12-04T04:09Z 1539 followers, 10.9K engagements
"@hhhypergrowth So its a mystery ok got it But its not good for $CRWV anyway if they cant control $CORZ"
X Link 2025-12-04T19:43Z 1533 followers, XXX engagements
"$IREN convertibles are not that cheap. The real price according to Anthropic is 6-13% depending on price action IREN Convertibles: What If Stock Hits $XX Everyones talking about IRENs $2B convertibles with 0.25-1% coupons being expensive debt. But lets run the numbers at $80/share - right below the $XXXXX cap price. The result might surprise you. The Setup: - $2B convertible notes (avg XXXXX% coupon) - Conversion price: $XXXXX - Cap price: $XXXXX (capped calls protect up to here) - Net proceeds after capped calls & fees: $1795M - Stock issued at: $XXXXX What Happens at $80:"
X Link 2025-12-04T22:39Z 1546 followers, 47.5K engagements
"Folks are taking credits for calling $META. Next week someone will claim they invented the internet"
X Link 2025-12-05T06:47Z 1550 followers, XXX engagements
"$VST and $TLN are probably at good entry points as theyre down XX% and XX% from ATH. If America needs more energy these companies are simply indispensable. Btw $VST supplies $CIFR sites and is one of its main energy partners while $EOSs stock performance largely depends on the deal with $TLN"
X Link 2025-12-07T21:43Z 1550 followers, XXX engagements
"@Atzaran3 @Tree75769 So from now on Spain is about tapas and $IREN 😄"
X Link 2025-12-09T09:01Z 1548 followers, XXX engagements
"$CIFR $IREN This is what happens when you attend an earnings call before you've had a chance to sober up"
X Link 2025-11-28T13:22Z 1555 followers, 5723 engagements
"$CRDO just posted a blowout Q2: $268M revenue industry-leading margins massive TAM expansion. But does $CRDO have room to run from here or is it due for an Astera-style reset My new Substack:"
X Link 2025-12-07T23:26Z 1559 followers, 1060 engagements
"@AvivArazi @jimcramer $CRWV pays X% for the past offerings. This current isnt priced yet 🤦🏻"
X Link 2025-12-08T17:30Z 1553 followers, XXX engagements
"@mrknowtalk $CRWV isn't repurchasing existing notes which is likely why it's holding better. $IREN issued 39.7M shares (8-10% dilution) to fund their debt repurchase creating immediate selling pressure. Additionally capped call hedging dynamics may contribute to technical weakness"
X Link 2025-12-09T03:32Z 1555 followers, XXX engagements
"$MSFT is a great company and they can keep selling their cloud service which grew by XX% along with Windows and feel perfectly fine. The problem is that by doing so they could be earning significantly more and demonstrating much higher margins by aggressively capitalizing on the AI component. Perhaps they don't even need that immediate margin boost and they will simply focus on the global expansion of Azure which is exactly what they are doing. I don't justify this strategy but it's a model that could persist for a very long time. The fact that Copilot isn't blowing anyone away is not nearly"
X Link 2025-12-09T11:01Z 1558 followers, XX engagements
"Its a very interesting observation about Copilot meaning Microsoft might not be as hopeless as we think. Let's just say they could have done a lot more with their software suite and significantly simplified people's lives. Instead it turns out that XX% of users aren't even aware of it plus negative articles are starting to surface. And its significantly harder to disprove those. As you said it might be an adoption problem 🤷🏻♂ Of course Anthropic is a league above. I feel like they could achieve a lot while OpenAI has gotten stuck at some point. They've somehow lingered too long in their"
X Link 2025-12-09T12:15Z 1558 followers, XX engagements
"There is absolutely no chance that $GOOG or $NVDA would buy unsecured convertibles from $IREN or any other company. Thats not their operating model at all. Google makes strategic investments through GV or CapitalG but never through unsecured convertible debt. Nvidia doesnt buy other companies convertibles to clean up their debt. If they wanted exposure they would take an equity stake directly"
X Link 2025-12-02T06:35Z 1560 followers, 1480 engagements
"President Donald Trump said he would approve an executive order this week to establish ONE RULE on artificial intelligence regulation and limit state-level policies regulating the technology. $NVDA $AVGO $IREN"
X Link 2025-12-08T13:50Z 1560 followers, XXX engagements
"@cfcstar @alanknit What exactly"
X Link 2025-12-08T15:17Z 1560 followers, XXX engagements
"Worth noting: $385M net income is almost entirely from unrealized gains ($665M on financial instruments) not operations. Core business posted $76M operating loss. SG&A jumped XXX% to $138M driven by stock comp and $33M payroll tax. That's concerning when the operating business isn't yet profitable. The company needs to balance growth investments with shareholder dilution. Im long $IREN"
X Link 2025-12-09T07:46Z 1560 followers, XXX engagements
"$IREN XX% levered IRR needs context. Levered IRR measures the return on equity after using debt not the return of the project itself. When the cost of capital is extremely low (0.25% and X% notes) the number naturally looks high. It does not tell us how profitable the underlying data center build is. What we still dont know is the unlevered return. CCO Draper didnt disclose it and thats the metric that shows the real economics of the project before the impact of leverage. And that's what investors need. For large AI-infrastructure builds a 1020% unlevered IRR is typical while 2040% levered"
X Link 2025-12-04T10:11Z 1562 followers, 1989 engagements
"Templum the leading infrastructure provider for private markets and $SOFI opened an exclusive investment window for accredited investors to access Epic Games and Stripe through the Cosmos Fund. It might be very interesting as alternative investments opportunities SOFI is down 1%"
X Link 2025-12-09T13:51Z 1562 followers, XXX engagements
"I've straight-up bounced. I was just so pissed off that ChatGPT stopped listening to what I was saying and started messing stuff up. But seriously Anthropic is way smoother and the output quality is just better. Yeah their usage caps are tighter than Chat's even on the paid tier but honestly the time you save makes it a total no-brainer. Worth every penny"
X Link 2025-12-10T07:35Z 1562 followers, XX engagements
"$IREN $CIFR Big accounts love to dunk on Bitcoin miners without doing basic homework. That $12.7B debt is a project financing for AI data centers with locked-in contracts from Microsoft hyperscalers and enterprise clients. $IREN didnt borrow billions to YOLO into Bitcointhey secured a $9.7B deal with MSFT to power AI infrastructure. $CIFR and $WULF are dealing with $GOOG $BITF is retrofitting Washington Is it enough"
X Link 2025-12-10T08:32Z 1562 followers, 8506 engagements
"$IREN $CRWV Space data centers that dont even exist already nuked the terrestrial ones. After they get rekt Elons gonna scoop them up for pennies on the dollar. $CRWV -X% $IREN -X% $CIFR -X% $NBIS -X% you guys need the land on the moon not Missouri"
X Link 2025-12-10T15:46Z 1562 followers, XXX engagements
"$ORCL fell after earnings and dragged $IREN and $CIFR down. Another bloodbath Q2 Earnings: Strong EPS Beat Overshadowed by Revenue Miss The Numbers: EPS: $XXXX vs $XXXX estimate (+37.97% beat) Revenue: $16.058B vs $16.213B estimate (-0.96% miss) YoY Growth: EPS +53.74% Revenue +14.22% What Happened: Oracle delivered massive earnings leverageprofits jumped XX% while revenue grew just 14%. This suggests strong margin expansion and operational efficiency improvements. However the slight revenue miss ($155M shortfall) spooked investors despite the substantial profit beat. Market Reaction: The"
X Link 2025-12-10T21:13Z 1563 followers, 1647 engagements
"$WULF $CIFR Analysis: Fluidstack Google and the AI Infrastructure Arms Race ✅ Fluidstack is reportedly in discussions to raise approximately $XXX million in a funding round that would confer a substantial post-money valuation of $X billion. $GOOG is in talks to participate because Fluidstack is de facto its pet project ✅ Fluidstack operates as Neocloud primarily using advanced NVIDIA GPUs and now Google's TPUsfor top-tier AI labs. Its core value proposition lies in exceptional agility capable of deploying GPU resources far faster than traditional hyperscalers. This hybrid business model with"
X Link 2025-12-05T10:43Z 1560 followers, 1330 engagements
"Looking at $CRDO after this monster run. The setup is tricky now: the stock ripped so hard that a pullback into the 165170 zone wouldnt surprise me at all. At the same time $MRVL is grinding higher XX% a week The question is simple: is $CRDO just cooling off or is capital rotating back into the established players like Marvell What keeps me cautious in the short term: the move was vertical liquidity pockets below are untouched no major catalysts in the next few days sellers might defend 185190 on first attempts higher"
X Link 2025-12-05T13:50Z 1562 followers, 2024 engagements
"$VST and $TLN are probably at good entry points as theyre down XX% and XX% from ATH. If America needs more energy these companies are simply indispensable. Btw $VST supplies $CIFR sites and is one of its main energy partners while $EOSE performance largely depends on the deal with $TLN"
X Link 2025-12-07T22:18Z 1562 followers, 11K engagements
"$IREN $CIFR BlackRock CIO Ben Powell: AI capex deluge is "far from peaking" with hyperscalers acting like it's winner-takes-all. The big companies have only just started dipping their toes into credit markets" Powell says tech giants have "barely tapped capital markets" for AI expansion. We're seeing early innings of a credit-fueled infrastructure boom. Grid operators from US to Middle East scrambling to meet data center power demand that could DOUBLE by 2030 Powell expects "positive surprises driving stocks in the year ahead" for picks and shovels - "whether you're making chips energy all"
X Link 2025-12-08T11:57Z 1562 followers, 13K engagements
"Been studying $CRDO for the past X days. At first I thought wow perfect company: XXX% revenue growth XX% margins AI infrastructure winner Then I read the earnings call transcript. Wait. What 😳 Wrote on Friday I'm waiting for $165-170. Today it's already $XXX. Full breakdown in my pinned post why I'm not rushing in 👆"
X Link 2025-12-08T17:28Z 1562 followers, XXX engagements
"@Tree75769 How do they know about $IREN 🤷🏻♂"
X Link 2025-12-09T06:50Z 1562 followers, XXX engagements
"Either $IREN s construction progress report or $BTC growth brought the stock back to $XX today - the level where the convertible bonds were issued. All miners are up but its unclear how sustainable this rally is. Much will depend on the Fed meeting and Powells overall rhetoric as well as investor sentiment toward infrastructure companies in general. From this perspective IRENs update is very important. Investors are focused on execution. If this place is ready for next generation chips its super cool meaning less Capex in the future"
X Link 2025-12-09T16:38Z 1562 followers, 5388 engagements
"Why did folks suddenly start buying $CRWV and why did the stock suddenly return to the level it fell to after earnings The starting point can be considered the companys promise to meet guidance and deal with delays but that didnt solve its debt problem. Then they changed their financing structure and instead of X% on regular bonds started borrowing at XXXX% on convertibles. True this doesnt solve the debt burden problem at all but investors might have liked the new approach. Maybe the market believes that OpenAI will deliver on its promises because compute is a top priority for them. Theyll"
X Link 2025-12-09T19:58Z 1562 followers, XXX engagements
"$TSM reported strong year-over-year growth with JanuaryNovember revenue up XX% to NT$3.47T. November came in mixed +24.5% YoY XXX% MoM Demand remains solid but monthly momentum cooled slightly"
X Link 2025-12-10T07:23Z 1562 followers, XXX engagements
"Alibaba and ByteDance want to make large purchases of H200 chips. I wonder if they've already gotten the green light from the CCP Orders from $BABA alone could improve top line and help $TSM which showed a month-over-month decline today despite YoY growth. $NVDA chips cannot be replaced partly because China has no alternative for memory chips meaning it would take years to create the entire infrastructure. It's obvious that Huang himself considers the gap with Chinese competitors insignificant or something that will level out over time with or without NVDA chips. So the issue of country-level"
X Link 2025-12-10T11:51Z 1562 followers, XXX engagements
"@benitoz ould the post-earnings decline in $CRDO be explained by CPO acceleration fears Despite strong Q2 results the stock sold off in following sessions"
X Link 2025-12-10T12:48Z 1562 followers, XXX engagements
"@jukan05 If Huawei is so close why $BABA wants H200 Probably all infrastructure is made by $NVDA and flipping would cost"
X Link 2025-12-10T16:48Z 1563 followers, XXX engagements
"@mrknowtalk @TheRayMyers The market needs clarity like actual margins and other shit. I dont think they have a bad deal with $MSFT and I understand why mgmt doesnt give updates every week"
X Link 2025-12-10T21:52Z 1562 followers, XX engagements