@ehrazahmedd Avatar @ehrazahmedd Ehraz Ahmed

Ehraz Ahmed posts on X about $crwv, $onds, gpu, $iren the most. They currently have [-----] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

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Social Influence

Social category influence stocks 67.91% technology brands 22.39% finance 20.9% cryptocurrencies 12.69% celebrities 1.49% countries 1.49% automotive brands 1.49% currencies 0.75% exchanges 0.75%

Social topic influence $crwv 45.52%, $onds #30, gpu 8.96%, $iren 7.46%, $nvda 6.72%, open ai 5.97%, meta 5.22%, stack 5.22%, $mara 5.22%, $pltr #327

Top accounts mentioned or mentioned by @grok @rick779933 @jaijungkim @thekamahsutra @deepvalue47 @minchoi @elonmusk @mikealfred @ivem5 @bodoxstocks @ondasinvestor @thomasjames1 @saylor @realmattmoney @michaeljburry @gabzinvesting @fundstrat @ceoondas @bindureddy @viralops

Top assets mentioned CoreWeave, Inc (CRWV) Ondas Holdings Inc. Common Stock (ONDS) Iris Energy Limited (IREN) NVIDIA Corp. (NVDA) MARA Holdings, Inc. (MARA) Palantir Technologies Inc. (PLTR) Bitcoin (BTC) Core Scientific, Inc. Common Stock (CORZ) Strategy (MSTR) CLEANSPARK INC (CLSK) Metadium (META) Nebius Group N.V. Class A Ordinary Shares (NBIS) Sandisk Corporation (SNDK)

Top Social Posts

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

"$ONDS sitting in the reload zone. Entire price action looks like a structured advance with controlled pullbacks not random retail chasing. Note that the volume is declining while price is stabilizing. Means - sellers exhausted no aggressive distribution on the tape. And for small caps like Ondas with very high short interest this is exactly how squeezes start. @ive_m5 @bodoxstocks @OndasInvestor @Thomas_james_1"
X Link 2026-02-12T11:18Z [----] followers, [----] engagements

"Everyone is locked on to this chart and calling for the bottom to be in. But what they don't know is 'ratios' dont bottom like stocks. They bottom when relative pain exhausts not when RSI looks oversold. Only three things will confirm a bottom in BTC: [--]. Ratio stops making lower lows while BTC price stabilizes. [--]. Gold stalls or rolls over without BTC dumping. [--]. A higher low on the ratio even if price chops. https://twitter.com/i/web/status/2023252737543266806 https://twitter.com/i/web/status/2023252737543266806"
X Link 2026-02-16T04:26Z [----] followers, [----] engagements

"@DeepValue47 Chapter [--]. [--] months. 💀"
X Link 2026-02-08T04:56Z [----] followers, [--] engagements

"People buy $MSTR for convexity. You can't as an individual borrow at near-zero real rates or issue converts at premium or roll debt indefinitely against BTC collateral or issue digital credit like $STRC to accumulate more Bitcoin. Saylor can. By buying MSTR you are in essence renting his balance sheet. Besides @saylor buys OTC because he doesnt want to move the spot market not because he enjoys overpaying. https://twitter.com/i/web/status/2020945732245782810 https://twitter.com/i/web/status/2020945732245782810"
X Link 2026-02-09T19:39Z [----] followers, [---] engagements

"@minchoi @grok Imagine. [--] line prompt. CC: @elonmusk"
X Link 2026-02-12T04:27Z [----] followers, [---] engagements

"@grok @minchoi @elonmusk It wasn't Seedance it was you"
X Link 2026-02-12T04:33Z [----] followers, [--] engagements

"$ONDS latest investor presentation. TL:DR - Theyre pitching multi-domain autonomy platform integrating aerial ground ISR strike and counter-UAS under one command layer. Thats Anduril language. Now the strategic question: Is this the start of a multi-year defense autonomy cycle The policy slide (Page 10) suggests yes. Global geopolitics suggests yes. Procurement shifts suggest yes. https://content.equisolve.net/ondas/sec/0001213900-26-014622/for_pdf/ea027651601ex99-1_ondas.htm https://content.equisolve.net/ondas/sec/0001213900-26-014622/for_pdf/ea027651601ex99-1_ondas.htm"
X Link 2026-02-12T13:16Z [----] followers, [---] engagements

"Behind a paywall but I would rather read $PLTR customer testimonials. Anyway in a risk off environment price will do what it does. Palantir didn't win because of fancy dashboards or a charismatic CEO it won because of embedding software inside live operations connecting data to decision to action by being in the loop not on the screen. However the big question the market is now asking is whether Palantir can remain indispensable when decisions are executed autonomously by machines and not humans Because the environment has changed. Agentic AI + autonomy shifts the stack. We're moving from:"
X Link 2026-02-13T05:33Z [----] followers, [---] engagements

"Read. $ONDS $PLTR https://t.co/IwibPeM6b8 https://t.co/IwibPeM6b8"
X Link 2026-02-13T12:53Z [----] followers, [---] engagements

"@RealMattMoney @michaeljburry What are the polymarket odds of Burry going bust on his $PLTR short Quite high I suppose lol"
X Link 2026-02-14T05:23Z [----] followers, [----] engagements

"@gabz_investing @fundstrat Eth narrative narrative is [--] years old"
X Link 2026-02-15T15:52Z [----] followers, [--] engagements

"Charts never change only the names on them do. Because charts are not about companies. They are crowd psychology rendered in price-time-space. And human psychology has not materially evolved in: risk perception. fear vs greed response. overreaction / underreaction cycles. narrative adoption curves. What has changed: speed. leverage. instruments. The structure has not. The real invariant: the human decision loop. Every chart whether tulips railroads dotcom bubble crypto AI space follows the same loop: [--]. "Disbelief": Smart money accumulates quietly. Volume dead. RSI flat. Sentiment - Why is"
X Link 2026-01-16T14:52Z [----] followers, [----] engagements

"We ain't done yet. But don't bet on past winners identify the favoured sectors and watch the emerging leaders. History shows this is a bottoming indication. https://t.co/U2QwCZEBsS History shows this is a bottoming indication. https://t.co/U2QwCZEBsS"
X Link 2026-02-13T14:20Z [----] followers, [---] engagements

"Not much alpha left in the memory names. $SNDK"
X Link 2026-02-13T14:26Z [----] followers, [---] engagements

"Send it $ONDS"
X Link 2026-02-13T15:05Z [----] followers, [---] engagements

"$ONDS Must read. https://t.co/ma175FH9U6 https://t.co/ma175FH9U6"
X Link 2026-02-13T15:45Z [----] followers, [---] engagements

"$NVDA Bullish pennant"
X Link 2026-02-13T16:18Z [----] followers, [---] engagements

"$PLTR Massive higher low. Uptrend still very much intact"
X Link 2026-02-13T16:29Z [----] followers, [---] engagements

"👀 $ONDS #ONDS Not a bad technical setup to squeeze some shorts. https://t.co/i4V24zWSNG $ONDS #ONDS Not a bad technical setup to squeeze some shorts. https://t.co/i4V24zWSNG"
X Link 2026-02-13T16:41Z [----] followers, [---] engagements

"RT @CeoOndas: This order confirms we are at the beginning of a massive investment cycle in CUAS infrastructure across Europe and the United"
X Link 2026-02-13T19:31Z [----] followers, [--] engagements

"Traders are positioning for a higher probability that tariffs stay. USD strength + capital concentration = U.S. equities grind higher just like last time confusing everyone. EM gets hit hardest. Gold chops. Silver and BTC weaken. We are a week away from SCOTUS potentially issuing a decision on presidential powers over tariffs. This week's COT Report data show that the big "commercial" traders of euro currency futures are racing to increase their net short position. https://t.co/p6fwP0S10N We are a week away from SCOTUS potentially issuing a decision on presidential powers over tariffs. This"
X Link 2026-02-14T04:13Z [----] followers, [---] engagements

"$PLTR what if. 👀"
X Link 2026-02-14T04:25Z [----] followers, [---] engagements

"My $ONDS master investment thesis. Nearly [--] pages long. Should I post it"
X Link 2026-02-15T16:13Z [----] followers, [----] engagements

"@bindureddy @ViralOps_ Man vs nature. No rules. No mercy"
X Link 2026-02-16T04:42Z [----] followers, [---] engagements

"Why ONDAS rhymes with Palantir (but isnt a copy) What Palantir actually won: Palantir didnt win because of dashboards or AI. It won because it became: The default data integration layer for http://x.com/i/article/2022284800812544000 http://x.com/i/article/2022284800812544000"
X Link 2026-02-13T12:52Z [----] followers, 16.7K engagements

"Real-World Scenario: Unauthorized Drone Near a Major Airport Environment International airport Live commercial traffic Civil aviation rules apply Human authorization required for neutralization System http://x.com/i/article/2022330152794091520 http://x.com/i/article/2022330152794091520"
X Link 2026-02-13T15:43Z [----] followers, [----] engagements

"$ONDS Following successful deployment - this is post-validation spend not experimentation. Incase you didn't know airports are among the hardest buyers they are regulation-heavy risk-averse with long procurement cycles. But once one major international airport deploys others copy. This is classic reference-customer flywheel. PS: Civil infrastructure = non-cyclical demand. Ondas secured a new multi-million European order for Iron Drone Raider following successful deployment at a major international airport in a NATO country. $ONDS https://t.co/F7HH0MKBHd Ondas secured a new multi-million"
X Link 2026-02-13T17:54Z [----] followers, [----] engagements

"Bookmark this. $ONDS https://t.co/IwibPeM6b8 https://t.co/IwibPeM6b8"
X Link 2026-02-14T04:39Z [----] followers, [---] engagements

"Eventually every major airport in the world will be secured by $ONDS. Because there's no better way to. All roads lead to Ondas. Then ports data centers oil refineries borders every infrastructure of importance. Ondas here ondas there ondas everywhere. $ONDS Following successful deployment - this is post-validation spend not experimentation. Incase you didn't know airports are among the hardest buyers they are regulation-heavy risk-averse with long procurement cycles. But once one major international airport deploys $ONDS Following successful deployment - this is post-validation spend not"
X Link 2026-02-14T05:40Z [----] followers, [----] engagements

"REGIME SHIFT. ( $ONDS ) Defense isnt expensive because multiples expanded randomly. Its expensive because Defense moved from cyclical industrial to strategic infrastructure. Budgets went from discretionary to non-optional. Demand visibility went from [--] years to decade-long. That structurally deserves higher base multiples than old-cycle aerospace. The floor multiple for defense has moved up. That part is real and sticky. Defense stocks a part of industrials have never been pricier. https://t.co/1j8klbI5Uf Defense stocks a part of industrials have never been pricier. https://t.co/1j8klbI5Uf"
X Link 2026-02-16T04:19Z [----] followers, [---] engagements

"Man vs nature. No rules. No mercy"
X Link 2026-02-16T04:42Z [----] followers, [---] engagements

"$ONDS price action a carbon copy of November. $ONDS sitting in the reload zone. Entire price action looks like a structured advance with controlled pullbacks not random retail chasing. Note that the volume is declining while price is stabilizing. Means - sellers exhausted no aggressive distribution on the tape. And for https://t.co/atY5Puz6ep $ONDS sitting in the reload zone. Entire price action looks like a structured advance with controlled pullbacks not random retail chasing. Note that the volume is declining while price is stabilizing. Means - sellers exhausted no aggressive distribution"
X Link 2026-02-16T14:40Z [----] followers, [----] engagements

"@cpointx Backlog & hyperscaler trust arent built overnight. IREN/CIFR may win customers eventually but CoreWeave already has $30B+ contracted proven delivery and NVIDIA partnership. That scale + execution gives them a real edge"
X Link 2025-09-25T14:52Z [----] followers, [--] engagements

"$CRWV gets another upgrade. Higher 👆"
X Link 2025-09-25T23:23Z [----] followers, [----] engagements

"Now Wells Fargo upgrades $CRWV price target to $170"
X Link 2025-09-26T02:17Z [----] followers, 12.8K engagements

"The market is already pricing in a [--] GW hyperscaler colo deal that doesnt exist yet and if it does happen itll require $10B capex. Too much optimism upfront more downside risk than upside. $IREN Told you the rally was purely sustaining on speculation not fundamentals just like $OKLO. And here we have retards comparing a hyperscaler grade AI infra company like $CRWV with $IREN lol. You will learn a lot of lessons in the next bear market and your bags will be heavy. PS: Technically parabolic 'hyperwave' price action is bearish in nature. JPMorgan Downgrades $IREN to Underweight from Neutral"
X Link 2025-09-26T11:27Z [----] followers, [----] engagements

"$CRWV just a couple of % away from completing its wave [--]. And then we kickstart wave [--] in October. Valuations are extremely cheap. $CRWV now with an Elliot wave overlay and adjusted for duration. https://t.co/gVQTBfkPvC $CRWV now with an Elliot wave overlay and adjusted for duration. https://t.co/gVQTBfkPvC"
X Link 2025-09-26T14:37Z [----] followers, [----] engagements

"Told ya. $NVDA x $CRWV $NVDA with $CRWV is coming for Azure AWS and GCP. $NVDA with $CRWV is coming for Azure AWS and GCP"
X Link 2025-09-26T14:57Z [----] followers, [---] engagements

"$CRWV has already brought GB200 NVL72 systems online for customers like Cohere and Mistral while everyone else is still putting in orders for them. MOAT"
X Link 2025-09-26T15:00Z [----] followers, [---] engagements

"Capital alone cant close the time-to-market + software ecosystem gap CRWV has built with Nvidia. The issue is focus & architecture. AWS/Azure clouds are general-purpose with layers of legacy networking which are sub-optimal for large-scale GPU clusters. CRWV is GPU-native & vertically tuned for AI training/inference leading to lower latency higher utilization and faster deployment"
X Link 2025-09-26T15:14Z [----] followers, [--] engagements

"$CRWV $CORZ merger moves closer to the finish line. 🔥 [--]. CoreWeave gets 1.21.5 GW of existing powered & permitted data-center capacity from CORZ already energized or near-ready. This removes one of CoreWeaves biggest bottlenecks: power-ready shells. Accelerates deployment of new GPUs by [----] months faster than green-field builds. [--]. Instead of spending $8-10 B+ to build fresh sites CRWV gains existing real estate interconnects and substations at CORZ sites. More cap-ex efficient = improves ROI on every GPU deployed. [--]. Shifts CoreWeave from being mostly a GPU provider to owning the full"
X Link 2025-09-27T06:59Z [----] followers, [----] engagements

"@JackMenshaw Which GPUs ASUS 🤣"
X Link 2025-09-29T00:37Z [----] followers, [---] engagements

"@RHouseResearch May be he means ASUS GPUs 🤣"
X Link 2025-09-29T00:39Z [----] followers, [---] engagements

"@matoxley Is Marc Marquez the GOAT Absolutely"
X Link 2025-09-29T03:59Z [----] followers, [---] engagements

"$CRWV retraced back to [-----] fib as expected. Also bounced off the 100dma. Now we initiate Wave [--] but we can still wick down to retest the bull flag breakout point. But we lookin good here. $CRWV now with an Elliot wave overlay and adjusted for duration. https://t.co/gVQTBfkPvC $CRWV now with an Elliot wave overlay and adjusted for duration. https://t.co/gVQTBfkPvC"
X Link 2025-09-29T09:38Z [----] followers, [----] engagements

"$CRWV trades at 22x EV/EBITDA and that's NOT excessive. It's roughly where a mature cloud provider like AWS or Azure might trade if they were still growing 30-40%/yr. But Coreweave's growth is explosive. [----] revenue guide $5.25.3 B (+200% YoY). Adjusted EBITDA guide: $0.8 B for FY25 in a market thats still supply-constrained. Wall Street models show EBITDA could [--] by [------] as [---] MW+ goes live and backlog converts to revenue. If EBITDA hits $2B+ by [----] (conservative given backlog) todays [--] drops to [--] on [--] numbers. That's cheap"
X Link 2025-09-29T09:48Z [----] followers, [--] engagements

"$CRWV contracted backlog with customers (OpenAI hyperscalers etc.) currently stretches deep into the late-2020s with some multi-year agreements believed to last to [--------] for certain customers. Combined with NVIDIAs backstop CoreWeave is essentially protected on the supply/demand side for the next [--] years. $CRWV in my opinion has one of the most secure revenue outlooks in the GPUaaS space. And this is a MOAT"
X Link 2025-09-29T10:04Z [----] followers, [---] engagements

"Utilization risk is the #1 problem when building AI infrastructure. Read why $CRWV is different: [--]. CoreWeave solved this by locking in take-or-pay multi-year contracts (Eg: $22.5 B OpenAI) customers pay whether or not they use full capacity. [--]. NVIDIAs backstop (through 2032) guarantees that if customers under-consume $NVDA buys the idle capacity essentially removing utilization risk for CoreWeave. [--]. For CoreWeave utilization risk is now de-risked letting them expand aggressively without fear of stranded GPUs. Now read why others dont have this safety net: [--]. For most new entrants like"
X Link 2025-09-29T11:11Z [----] followers, 14.7K engagements

"IREN can squeeze higher short-term margins only during periods of maxed-out demand. But CoreWeave traded a few points of peak margin for: Guaranteed revenue Predictable cash-flows Ability to finance massive scale without fear of downturns. Thats why the higher margins narrative isnt sustainable in a cyclical market"
X Link 2025-09-30T04:02Z [----] followers, [--] engagements

"Evercore upgrades $CRWV to 'Outperform' with a $175 price target. What Evercore says: Coreweave isnt just a hyperscaler wannabe. Its built AI-first with better Model FLOPs Utilization (MFU) Evercore says 20% more efficient than AWS/Azure. That means more work per GPU lower cost per token = stickier customers. The $175 PT (+43% upside) is based on sustained revenue growth + high-quality RPO/backlog (like Oracles long-term contracts). NVDAs MSA (Master Supply Agreement) absorbs unused capacity means it kills the utilization risk that kills most new infra players. They highlight OpenAI expansion"
X Link 2025-09-30T11:48Z [----] followers, [--] engagements

"$CRWV 🤝 $META Backlog explodes from $30B to $44B+ pushing revenue visibility well into the 2030s. Adds a 4th mega-tenant diversifies away from OpenAI/NVDA concentration risk. Take-or-pay clause locks in 90% utilization; protects margins even in downturns. Pricing power confirmed. Meta signing now proves GPU supply is still tight & CoreWeave can command premium rates. Capex ramps but still ROI-accretive $18-20B spend to add 700-900MW GPU capacity (H200/Blackwell). Biggest takeaway: CoreWeave just went from a 2-3 tenant hyperscale partner to a too important to fail compute layer for AI majors."
X Link 2025-09-30T13:00Z [----] followers, [---] engagements

"$CRWV $CORZ deal is almost a given now. Another catalyst"
X Link 2025-09-30T13:28Z [----] followers, [---] engagements

"$CRWV Top of the board. Price/volume chart. Tutes loading up like crazy"
X Link 2025-09-30T14:07Z [----] followers, [----] engagements

"$CRWV Wave [--] initiated. $CRWV retraced back to [-----] fib as expected. Also bounced off the 100dma. Now we initiate Wave [--] but we can still wick down to retest the bull flag breakout point. But we lookin good here. https://t.co/zmo5stbiWj $CRWV retraced back to [-----] fib as expected. Also bounced off the 100dma. Now we initiate Wave [--] but we can still wick down to retest the bull flag breakout point. But we lookin good here. https://t.co/zmo5stbiWj"
X Link 2025-09-30T14:30Z [----] followers, [---] engagements

"No fresh 'hot data' means Fed may stay dovish. Without new data showing strength in the economy or labour market bond yields might drift lower on data vacuum + uncertainty which can be bullish for tech/growth stocks that benefit from lower yields. The United States government is officially SHUTDOWN. https://t.co/uA2bxoSDoH The United States government is officially SHUTDOWN. https://t.co/uA2bxoSDoH"
X Link 2025-10-01T04:17Z [----] followers, [----] engagements

"$CRWV is the one company already delivering at hyperscale - $44B+ backlog 90%+ contracted utilization and Nvidia literally backstopping unused capacity. If anyones picking up pieces itll be Coreweave from smaller players who discover that scaling AI infra is a whole different beast than buying GPUs. CoreWeave signing large deals with Meta OpenAI etc is super bullish for the firms that can actually deliver high quality compute sustainably over the long term without service delivery issues. These firms will pick up the pieces when many of these deals fail. Watch and learn. CoreWeave signing"
X Link 2025-10-01T04:36Z [----] followers, 16.6K engagements

"$CRWV highest volume day in its trading history. 71m shares traded. If price is king volume is queen. $CRWV still holding top [--] in the price/volume leaders. [---] billion dollars worth of shares traded so far. Massive institutional accumulation stock is getting rerated. https://t.co/zCYaQ9nElH $CRWV still holding top [--] in the price/volume leaders. [---] billion dollars worth of shares traded so far. Massive institutional accumulation stock is getting rerated. https://t.co/zCYaQ9nElH"
X Link 2025-10-01T05:18Z [----] followers, [---] engagements

"$CRWV It's called the 'runaway gap'. Backed by explosive volume - meaning massive institutional accumulation. These type of gaps rarely get filled (all the way atleast) in a bull market. It is the confirmation of a rerating by the market. What causes them A massive catalyst - in Coreweave's case it was more about customer diversification ( $META) rather than the number of zeroes on the contract and ofcourse the validation of the idea that COREWEAVE is now the go-to choice for hyperscalers. PS: $PLTR put in a 'runaway gap' on 6th of Feb [----] at $16 with similar characteristics massive gap up"
X Link 2025-10-01T10:14Z [----] followers, [----] engagements

"$VIX at resistance with a government shutdown it should've broken out already. Risk on sentiment very much intact"
X Link 2025-10-01T10:17Z [----] followers, [---] engagements

"$CRWV Except this ex eth miner is now not only the showcase partner but is also backstopped by the largest company in the world $NVDA. $IREN if a miner of ETH can become $70b co believe me anyone else can even more so if it owns the full stack $IREN if a miner of ETH can become $70b co believe me anyone else can even more so if it owns the full stack"
X Link 2025-10-02T05:35Z [----] followers, [---] engagements

"$CRWV Market cap = $66B vs backlog $44B+ Market still prices it like a GPU host not the AI-native hyperscaler its becoming. Higher. 👆"
X Link 2025-10-02T09:58Z [----] followers, [---] engagements

"$CRWV Capex is 243% of sales but its funding hyperscale GPU clusters with Blackwell/GB300. This is what spending ahead of demand looks like except demand is already LOCKED IN which none of the BTC miners pivoting to AI have"
X Link 2025-10-02T10:09Z [----] followers, [--] engagements

"$CRWV The fear of chasing keeps most retail traders out after such runaway gaps which leaves room for institutions to push it higher. $CRWV It's called the 'runaway gap'. Backed by explosive volume - meaning massive institutional accumulation. These type of gaps rarely get filled (all the way atleast) in a bull market. It is the confirmation of a rerating by the market. What causes them A massive catalyst - https://t.co/BIvKnD4XXo $CRWV It's called the 'runaway gap'. Backed by explosive volume - meaning massive institutional accumulation. These type of gaps rarely get filled (all the way"
X Link 2025-10-02T12:36Z [----] followers, [---] engagements

"Why does the $IREN cult tag its favourite company when its supposed 'competitor' - Coreweave in this case is bagging multi-billion dollar deals one after the other How long will they ride on the coat tails of Coreweave and Nebius' success 😆 $IREN $CORZ $CRWV https://t.co/I7sZnp6wS4 $IREN $CORZ $CRWV https://t.co/I7sZnp6wS4"
X Link 2025-10-03T04:42Z [----] followers, [---] engagements

"$CRWV is a coiled spring"
X Link 2025-10-03T10:10Z [----] followers, [---] engagements

"Note: AI infra is still in its training + inference phase. The real TAM explodes when physical AI - robotics autonomous factories and vehicles healthcare devices go mainstream. CoreWeaves purpose-built stack positions it to capture that next S-curve while the others are still playing catch-up. $CRWV"
X Link 2025-10-03T11:21Z [----] followers, [---] engagements

"$CRWV Backlog Adjusted P/S. If we think about backlog converting into $810 B annual revenue by 2027-28: At $8 B revenue - P/S = [---] At $10 B revenue - P/S = 6.9"
X Link 2025-10-03T12:42Z [----] followers, [---] engagements

"@mikealfred What happened to the 'Bitcoin dividends' Mike Did you guys get it 😂"
X Link 2025-10-03T12:54Z [----] followers, [----] engagements

"@mikealfred Broke 😂 Im not the one begging people not to sleep on a Bitcoin miner while CoreWeave is signing $40B+ contracts. Stay mad Mike"
X Link 2025-10-03T13:24Z [----] followers, [---] engagements

"What a move. $RCAT $1B Mcap"
X Link 2025-10-03T13:56Z [----] followers, [----] engagements

"@DeepValue47 I suppose they can fix the gaps. Market reacting as if a breach already occurred. $CRWD recovered from worse"
X Link 2025-10-03T14:27Z [----] followers, [---] engagements

"$CRWV In AI infra 'time-to-market' is the real moat not just price or even raw GPU count. Heres why: [--]. Demand is front-loaded: Model training windows are short and whoever can bring compute online first captures the contracts (think OpenAI Meta Anthropic). [--]. First-movers lock in multi-year take-or-pay deals. If you miss that initial wave the big tenants are already spoken for. [--]. CAPEX CLOCK IS BRUTAL: Every month a rack sits un-powered is lost revenue and sunk depreciation. [--]. Switching costs favor the early provider: Once customers deploy workloads they rarely migrate unless theres a"
X Link 2025-10-03T15:13Z [----] followers, [---] engagements

"Feel once $STRC hits $100 $MSTR will take off. STRC is an absolute GAME CHANGER and a CATEGORY CREATOR: The first institutional Bitcoin-backed stable yield primitive. Saylor just did what every crypto founder has been LARPing about for a decade. He built a pegged yield-bearing Bitcoin-backed stablecoin. but he did https://t.co/PUr9U988VN STRC is an absolute GAME CHANGER and a CATEGORY CREATOR: The first institutional Bitcoin-backed stable yield primitive. Saylor just did what every crypto founder has been LARPing about for a decade. He built a pegged yield-bearing Bitcoin-backed stablecoin."
X Link 2025-10-04T15:45Z [----] followers, [---] engagements

"BTC ALL TIME HIGHS. No fresh 'hot data' means Fed may stay dovish. Without new data showing strength in the economy or labour market bond yields might drift lower on data vacuum + uncertainty which can be bullish for tech/growth stocks that benefit from lower yields. No fresh 'hot data' means Fed may stay dovish. Without new data showing strength in the economy or labour market bond yields might drift lower on data vacuum + uncertainty which can be bullish for tech/growth stocks that benefit from lower yields"
X Link 2025-10-05T05:03Z [----] followers, [---] engagements

"From Zacks $CRWV"
X Link 2025-10-05T05:32Z [----] followers, [----] engagements

"Power is the real bottleneck Ok. But having access to cheap power is not the same as having long term PPA agreements. $CRWV has already locked in [---] GW of power capacity under long-term PPA agreements. These contracts usually have fixed or predictable pricing so they dont suffer if the market price for power goes up. Result: CoreWeave can keep building and running GPUs at the old cheaper rate while the ones who have access to cheap power for now will have to pay more as the market bids up power scarcity. PS: Once the $CORZ merger is complete CoreWeave will become unstoppable"
X Link 2025-10-05T21:31Z [----] followers, [---] engagements

"Hyperscaler workloads don't migrate so easily. $CRWV & $NBIS have already taken the lion's share of the market with OpenAI Meta Microsoft. The newbies can fight for scraps"
X Link 2025-10-05T21:45Z [----] followers, [---] engagements

"$IREN cult thinks spinning up a hyperscaler-grade AI neo-cloud is as simple as plugging in Bitcoin miners. 😆 Reality: AI cloud racks + power. Its high-density cooling sovereign compliance low-latency networking GPU scheduling software stack and take-or-pay contracts at scale. To serve OpenAI-style customers you need: [--]. Purpose-built data centers: Ultra-dense liquid cooling fiber mesh multi-terabit networking. [--]. GPU scheduling & orchestration software: To allocate thousands of GPUs across multi-tenant jobs efficiently. [--]. APIs & dev-tools: provisioning scaling billing telemetry. [--]. Security"
X Link 2025-10-05T21:53Z [----] followers, [----] engagements

"This tweet is the perfect example of back-of-the-napkin hopium math. It assumes [--] MW = [-----] GPUs. That ratio is fantasy-level oversimplified. Real AI clusters need more power per GPU (especially for cooling networking redundancy). The racks liquid cooling networking fabric power distribution and redundancy eat a big slice of that MW. So [---] MW does not magically turn into [------] rentable GPUs. Stupid cult"
X Link 2025-10-05T21:55Z [----] followers, [----] engagements

"@rick779933 @jaijungkim @TheKamaHsutra Stupid cult doesn't even know what it owns. Now dog whistling the ring leaders of its cult to pump their bags. 🤣"
X Link 2025-10-05T22:09Z [----] followers, [---] engagements

"@TheKamaHsutra @rick779933 @jaijungkim Bro i switched to nebius and Coreweave at their lows. Go check if you want. What sour grapes lol. I shit on your company because the ring leader of your cult mike doesn't miss a chance to take jabs at crwv n nbis"
X Link 2025-10-05T22:40Z [----] followers, [---] engagements

"@golfsohard CoreWeaves data-center pipeline is modular and geographically diverse. Its not reliant on any single power supplier or location. Even if the CORZ relationship changes CoreWeave can redirect its capex to other facilities and partners. Anyway they are backstopped by $NVDA"
X Link 2025-10-05T22:49Z [----] followers, [--] engagements

"Rack density doesnt sell itself. You can have 80kW racks 3GW of power and [--] acres of dirt but without software scheduling billing orchestration and multi-tenant SLAs youre just a Bitcoin miner with fancier plumbing. No wonder you guys still don't have any signed hyperscaler contracts. Anyway congrats on owning dirt and wires. Still waiting on actual AI workloads though. Meanwhile you keep pumping those bags for the cult bro"
X Link 2025-10-05T23:15Z [----] followers, [---] engagements

"This is adorable. [--]. Rack density revenue. [--]. Bare metal cloud. [--]. Moving dirt building a global customer platform. You dont win multi-billion dollar AI contracts with hyperscalers by posting drone pics of construction sites. You win by already running a trusted software stack that can onboard customers TODAY guarantee utilization and scale APIs across regions. $CRWV didnt get $44 B backlog and $NBIS didn't get a $17 B deal because of pretty substation photos. Flex contracts not capacity. Or pictures of dirt in your case. Your cult is excited because the price is up alot Opendoor is up more"
X Link 2025-10-06T04:24Z [----] followers, [---] engagements

"Majority of CoreWeaves revenue comes from fully managed AI-optimized clusters delivered through their own control plane APIs and software-defined network. The Meta OpenAI Stability and RunPod-style workloads rely on CoreWeaves orchestration scheduling RPO billing elasticity multi-tenant isolation security etc. Thats SaaS-like not a warehouse of unsupervised GPUs. When you IREN bulls say bare metal you mean rack of GPUs with power & cooling. When CoreWeave says bare metal its dedicated instances provisioned instantly through CoreWeaves cloud stack still running on top of their Kubernetes-based"
X Link 2025-10-06T04:57Z [----] followers, [---] engagements

"Imagine bragging you used [--] chatbots to prove CoreWeave is IaaS-heavy. Backlog comes from signed take-or-pay contracts with OpenAI Meta Stability RunPod etc all buying managed AI cloud clusters not renting cages. AI models guessing revenue mix SEC-filed RPO data. If CoreWeave were just IaaS racks those customers could have gone to any power-rich miner years ago. They didnt. Go pump your bags elsewhere. I'm out bye"
X Link 2025-10-06T05:41Z [----] followers, [---] engagements

"@closenberger @TheKamaHsutra @rick779933 @jaijungkim Hmm I cant. Im not from US can only buy/sell stocks/etfs. No options"
X Link 2025-10-06T05:52Z [----] followers, [---] engagements

"@Baddison987 Contracts will expand as Coreweave scales. Open Ai is an example"
X Link 2025-10-06T09:42Z [----] followers, [--] engagements

"$CRWV price target $174 at Cantor"
X Link 2025-10-06T18:36Z [----] followers, [----] engagements

"Until now $CRWV story was mostly about compute capacity for training & inference. With the Monolith AI acquisition CoreWeave is now embedding domain-specific AI for industrial applications - automotive aerospace manufacturing. This is no longer just we sell GPU hours. Its we own the stack that helps BMW Nissan Honeywell design faster test less ship sooner. Thats sticky revenue long contracts higher-margin SaaS + enterprise workflows. [--]. Industrial R&D is a trillion-dollar global market thats still mostly manual & simulation-heavy. McKinsey estimates AI can cut R&D cycles by 2080%. If"
X Link 2025-10-07T10:23Z [----] followers, [----] engagements

"Translation: Were not going to blow up our balance sheet or over-dilute for AI hype. Well walk away if needed. This actually helps $CRWV look rational while rivals are spending like crazy. When $CORZ board realizes CoreWeave is the only credible AI-scale buyer for their power footprint they'll come back to accept the deal. $CRWV CEO shuts down talk of a sweeter offer for $CORZ: Under no circumstances will we readdress the bid we put out. Thats the number. https://t.co/SiCPJ37loK $CRWV CEO shuts down talk of a sweeter offer for $CORZ: Under no circumstances will we readdress the bid we put"
X Link 2025-10-08T11:07Z [----] followers, [---] engagements

"Wrong. CoreWeaves colocation styled asset-light model means higher return on invested capital because most cash is deployed on GPUs that are monetized almost immediately. In AI infra space owning the grid connection isnt the moat. Owning the software stack and customer pipeline is. CoreWeave deliberately uses partners (Core Scientific CyrusOne DataBank etc.) to scale faster without tying up billions in concrete & substations. The high-margin layer in GPU cloud is in software-defined orchestration scheduling AI-optimized workloads and sticky SaaS like contracts exactly what CoreWeave has spent"
X Link 2025-10-08T11:32Z [----] followers, [---] engagements

"$MSTR Sentiment arbitrage. Retail apathy = Opportunity window. Buy when interest is low volatility compressed and narrative dead BUT fundamentals (BTC exposure leverage accumulation) remain strong"
X Link 2025-10-09T07:05Z [----] followers, [---] engagements

"A new discovery yesterday by FinTwit $MSTR is tracking BTC/GOLD 👀"
X Link 2025-10-09T10:26Z [----] followers, [---] engagements

"Most if not all roads lead to $CRWV"
X Link 2025-10-10T08:35Z [----] followers, [----] engagements

"Most BTC/AI HPC miners will compete for headlines not marketshare while $$CRWV quietly locks in one hyperscaler after another. Sounds like late to the party is an advantage We were the last miner now nobody has more hashrate in the US. We have the best team in the world. Probably nothing Maybe something. Tick Tock. Sounds like late to the party is an advantage We were the last miner now nobody has more hashrate in the US. We have the best team in the world. Probably nothing Maybe something. Tick Tock"
X Link 2025-10-10T08:57Z [----] followers, [---] engagements

"$CLSK doubled in a month just on headlines and proof of concepts. Tell me there's not a bubble"
X Link 2025-10-10T08:59Z [----] followers, [---] engagements

"$CRWV isnt some startup fighting for survival. Its the de facto AI cloud backbone for hyperscaler sovereigns enterprises and research. Theyre running positive EBITDA. And have a backlog of 44+ Billion dollars thats committed revenue by three of the biggest hyperscalers in the world and is also backstopped by $NVDA nullifying any utilization risk. Crwv is not a coin flip anymore its not plugpower or Nikola its the connective tissue of the AI economy. The future compute monopoly wont look like AWS. Itll look like CoreWeave"
X Link 2025-10-11T23:15Z [----] followers, [---] engagements

"$CRWV isnt some startup fighting for survival. Its the de facto AI cloud backbone for hyperscaler sovereigns enterprises and research. Theyre running positive EBITDA. And have a backlog of 44+ Billion dollars thats committed revenue by three of the biggest hyperscalers in the world and is also backstopped by $NVDA nullifying any utilization risk. Crwv is not a coin flip anymore its not plugpower or Nikola its the connective tissue of the AI economy. The future compute monopoly wont look like AWS. Itll look like CoreWeave. the truth is like most things i don't know. i could see $CRWV become"
X Link 2025-10-11T23:16Z [----] followers, [----] engagements

"Samsung-style hardware verticalization makes CoreWeaves abstraction layer more valuable because now compute is fragmented across architectures (Nvidia AMD Gaudi etc.). CoreWeave becomes the unifying layer that normalizes all of them for developers. Thats the exact opposite of obsolescence. Its what AWS did to physical servers in 2008"
X Link 2025-10-11T23:20Z [----] followers, [---] engagements

"Run it back turbo BREAKING: China says new export controls on rare earths are NOT a ban on exports and applications that "meet regulations" will be approved. China says they are willing to strengthen dialogue to "better maintain stability of global industrial and supply chains." Are we back BREAKING: China says new export controls on rare earths are NOT a ban on exports and applications that "meet regulations" will be approved. China says they are willing to strengthen dialogue to "better maintain stability of global industrial and supply chains." Are we back"
X Link 2025-10-12T04:16Z [----] followers, [----] engagements

"When high-beta names like AI/HPC miners roll over momentum traders and quant funds dont leave the theme; they rotate up the stack. Its the same dynamic we saw in: Solar 2013: $FSLR rallied after the microcaps died. EV 2020: $TSLA rallied after $NIO/ $PEV cooled. Crypto 2021: $COIN rallied after miners peaked. $CRWV is that senior liquidity sink in the AI-infra complex. KNOW WHAT YOU OWN"
X Link 2025-10-12T18:50Z [----] followers, [---] engagements

"Depreciation is 46% of topline - unsustainable Thats cherry-picked and context-free. Heres the truth: [--]. $CRWV is in the build-out phase. GPU acquisition is front-loaded. [--]. Revenue ramps after capacity goes live. [--]. Comparing depreciation to revenue mid-cycle is meaningless its like judging AWS in [----] when it was still ramping datacenter capacity. [--]. Once utilization stabilizes depreciation as % of revenue will normalize toward 2025% similar to other hyperscalers. [--]. And since they lease or recycle GPUs aggressively not every GPU is a sunk cost. Plus depreciation is non-cash it doesnt"
X Link 2025-10-13T11:10Z [----] followers, [---] engagements

"$CRWV When AI/HPC miners break down from their parabolic price action driven purely by narratives and hopium $CRWV becomes the liquidity refuge for the AI infra trade and liquidity not narrative will set up CoreWeave for its second rise - the institutional one driven by When AI/HPC miners break down from their parabolic price action driven purely by narratives and hopium $CRWV becomes the liquidity refuge for the AI infra trade and liquidity not narrative will set up CoreWeave for its second rise - the institutional one driven by"
X Link 2025-10-13T11:11Z [----] followers, [---] engagements

"$CRWV debt is asset-backed tied to long-term GPU purchase agreements and datacenter buildouts exactly how AWS Google Cloud & Azure financed their early hyperscale expansions. This is project financing not raising debt to cover losses. Debt is matched to productive assets (GPUs real estate cooling infrastructure) that generate yield over multi-year contracts. Calling that a doom loop is like calling AWS in [----] or ExxonMobil in [----] a debt bubble. Its nonsensical"
X Link 2025-10-13T12:40Z [----] followers, [---] engagements

"Youre mistaking strategic scaling losses for structural insolvency. CoreWeave isnt covering losses with debt its financing asset expansion with GPU-backed loans that monetize within [----] months. Theyre EBITDA positive operating cash flow positive & every dollar of debt is secured by productive compute. This isnt gambling. Its building the GPU utility grid that others will rent from"
X Link 2025-10-13T12:49Z [----] followers, [---] engagements

"Is there an inverse $HOOD ETF"
X Link 2025-10-13T14:28Z [----] followers, [---] engagements

"Yessir $CRWV"
X Link 2025-10-14T06:08Z [----] followers, [---] engagements

"$CRWV is still being valued as a hardware-intensive cloud lol. I don't mind. Your ignorance is my opportunity"
X Link 2025-10-14T10:30Z [----] followers, [---] engagements

"$CRWV doesn't even need $NVDA to backstop it anymore. As agentic loops strengthen and RL becomes the increasingly dominant form of training datacenter utilization rates could easily rise towards 90%-100%. Damn Asked ChatGPT because it is too technical for me to understand. The response should make you very bullish $CRWV https://t.co/6ADmwjgT6Q Asked ChatGPT because it is too technical for me to understand. The response should make you very bullish $CRWV https://t.co/6ADmwjgT6Q"
X Link 2025-10-14T10:35Z [----] followers, [---] engagements

"Can any of the btc/hpc ai miners construct an RL infrastructure into their stack like $CRWV If so how long would it take"
X Link 2025-10-14T10:40Z [----] followers, [---] engagements

"Yeah yesterday's pump wasn't convincing. Only speculative names were running hot may be short covering. You need to see sector leaders like $NVDA $PLTR & $CRWV to show relative strength only then price action is genuine and sustainable"
X Link 2025-10-14T10:55Z [----] followers, [---] engagements

"$CRWV $CORZ"
X Link 2025-10-14T11:08Z [----] followers, [---] engagements

"$CRWV is no longer a GPU hosting company. Its evolving into an agentic infrastructure platform the first cloud designed for Reinforcement Learning (RL) and AI agents not just LLM inference. This means theyre not just selling compute time anymore theyre selling the entire runtime loop that autonomous AI agents need to function continuously (reward evaluators memory systems rollback logic etc.). CoreWeave owns the full loop GPUs RL toolkits runtime orchestration. OpenPipe + serverless RL APIs = a new standard for agent building. Agentic workloads (continuous inference + RL loops) consume orders"
X Link 2025-10-14T11:49Z [----] followers, [----] engagements

"$CRWV has entered Formula [--]. https://youtu.be/uwaulrmPGHAsi=-mi89dJXXFSLKXtZ https://youtu.be/uwaulrmPGHAsi=-mi89dJXXFSLKXtZ"
X Link 2025-10-14T12:42Z [----] followers, [---] engagements

"$CRWV still a higher low. Keeping it simple"
X Link 2025-10-14T13:37Z [----] followers, [---] engagements

"Better volumes on $CRWV today"
X Link 2025-10-14T14:26Z [----] followers, [---] engagements

"$CRWV back in the rising channel"
X Link 2025-10-14T14:34Z [----] followers, [----] engagements

"Bought $Mara 2x. LFG"
X Link 2025-10-14T17:32Z [----] followers, [----] engagements

"The race is on. 🔥 Two are near exhaustion and the other one is just warming up. $MARA $CLSK $IREN"
X Link 2025-10-14T19:09Z [----] followers, [----] engagements

"Why $MARA $IREN fundamentally: IREN: GPU renter. Dependent on third-party capital limited control over power. MARA: Power owner with nuclear integration. Converts megawatts into multiple yield streams (BTC + AI + heat + IP). IREN = speculative compute-as-a-service. MARA = digital energy infrastructure. Bought $Mara 2x. LFG Bought $Mara 2x. LFG"
X Link 2025-10-15T10:59Z [----] followers, [----] engagements

"$CRWV $CRWV is no longer a GPU hosting company. Its evolving into an agentic infrastructure platform the first cloud designed for Reinforcement Learning (RL) and AI agents not just LLM inference. This means theyre not just selling compute time anymore theyre selling the entire https://t.co/2xQPV9SsI6 $CRWV is no longer a GPU hosting company. Its evolving into an agentic infrastructure platform the first cloud designed for Reinforcement Learning (RL) and AI agents not just LLM inference. This means theyre not just selling compute time anymore theyre selling the entire https://t.co/2xQPV9SsI6"
X Link 2025-10-15T11:32Z [----] followers, [---] engagements

"The gap continues to widen. $CRWV 🤝 Poolside (ex- $IREN) CoreWeave is $67B IREN is $20B The gap continues to close as foretold. One of these companies will be unable to compete at scale. Watch and enjoy. CoreWeave is $67B IREN is $20B The gap continues to close as foretold. One of these companies will be unable to compete at scale. Watch and enjoy"
X Link 2025-10-15T13:25Z [----] followers, [---] engagements

"$CRWV next stop $160"
X Link 2025-10-15T14:23Z [----] followers, [---] engagements

"$MARA / $BTC Massive doube-bottom breakout"
X Link 2025-10-15T14:52Z [----] followers, [---] engagements

"The race is well and truly on And $MARA is winning again. $CLSK $IREN $CIFR The race is on. 🔥 Two are near exhaustion and the other one is just warming up. $MARA $CLSK $IREN https://t.co/kXOzbOjBHr The race is on. 🔥 Two are near exhaustion and the other one is just warming up. $MARA $CLSK $IREN https://t.co/kXOzbOjBHr"
X Link 2025-10-15T15:48Z [----] followers, [----] engagements

"These don't care about soybeans. $CRWV $MARA"
X Link 2025-10-15T19:04Z [----] followers, [---] engagements

"@litigious_dulce You lost your once biggest customer to $CRWV just take the L and move on"
X Link 2025-10-16T06:11Z [----] followers, [---] engagements

"@Umbisam $IREN cult realizing the copycat actually has CoreWeave as anchor tenant 😭😭😭"
X Link 2025-10-16T08:34Z [----] followers, [---] engagements

"$MARA holding up well in overnight markets. $CLSK $IREN"
X Link 2025-10-17T04:38Z [----] followers, [---] engagements

"$CRWV opening around the 21dma support. Nice spot for a bounce. Comfortably chugging along in this rising channel. I don't need to stress much on fundamentals this is a monster in the making. Next gen AI hyperscaler taking market share from everyone"
X Link 2025-10-17T10:22Z [----] followers, [----] engagements

"Indian Rupee was [--] during May this year now it's [--] and climbing. Ache din for dollar I suppose. #MufflerMan #KejriwalFirSe"
X Link 2014-12-01T05:35Z [----] followers, [--] engagements

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