@vasilist Avatar @vasilist ClassicButcher

ClassicButcher posts on X about ai, $upst, $iren, fintech 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 89.62% finance 52.83% cryptocurrencies 17.92% technology brands 8.49% financial services #609 automotive brands 2.83% countries 1.89% exchanges 0.94%

Social topic influence ai 49.06%, $upst #15, $iren #78, fintech 14.15%, $pltr 9.43%, bitcoin 9.43%, $lmnd 8.49%, pltr 7.55%, stocks #3834, auto 6.6%

Top accounts mentioned or mentioned by @henryinvests @davegirouard @fransbakker9812 @upstart @mikealfred @irenltd @thekamahsutra @thebigdegen @jakebrowatzke @lemonadeinc @agrippainv @moninvestor @bitcoinbutcher1 @litigiousdulce @uipath @99999ichi @acethebully @zastocks @spacbobby @futurumequities

Top assets mentioned Upstart Holdings, Inc. (UPST) Iris Energy Limited (IREN) Palantir Technologies Inc. (PLTR) Bitcoin (BTC) Lemonade, Inc. (LMND) NVIDIA Corp. (NVDA) Hims & Hers Health, Inc. (HIMS) Tesla, Inc. (TSLA) Nebius Group N.V. Class A Ordinary Shares (NBIS) Datadog Inc (DDOG) Bill.com Holdings, Inc. (BILL) Snowflake Inc. (SNOW) monday.com Ltd. (MNDY) Cloudflare, Inc. (NET) Goldman Sachs (GS) UiPath, Inc. (PATH) The Root Network (ROOT) ZetaChain (ZETA) SPDR S&P [---] ETF Trust (SPY) Zscaler Inc (ZS)

Top Social Posts

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

"⚜EoM Portfolio Apr/2022 $SPY -13.31% YTD: -35.34% YTD Hi: -5.42% [--] Jan YTD Lo: -36.8% [--] Apr COs allocation % $UPST 17.8% $S 15.6% $SNOW 14.3% $DDOG 12.6% $ZS 11.7% $MNDY 10.8% $NET 9.0% $BILL 3.4% $STEM 1.5% Cash 3.3%"
X Link 2022-04-30T16:57Z [----] followers, [--] engagements

"🚀 $IREN is where JPMorgan dove headfirst like sharks 🦈catching a scent. They added around 688k more shares which basically X2 their position. Theyre sitting on roughly [----] million now. That filing is not small potatoes. JPM doesnt just wake up on a random Tuesday and go eh lets buy a bunch of this thing. They bought most of it above $40 too after the big [----] run. Not bottomfeeding not buying some panic dip. Theyre paying what most retail ppl would call too high which kinda tells you their analysts mustve run the [------] numbers and went yeah ok this thing still prints. 💰 Other big names"
X Link 2026-02-14T10:17Z [----] followers, 30.4K engagements

"$IREN is dirty cheap"
X Link 2026-02-09T19:24Z [----] followers, [----] engagements

"Hyper Growth 👊🏻 stocks are getting some support🤜🏻. On Friday well have much more clarity. $MNDY $UPST $DDOG $CELH $AMPL $BILL $NET $SNOW The reason most people fail instead of succeed is they trade what they want most for what they want at the moment. Napoleon Bonaparte"
X Link 2021-12-07T21:59Z [----] followers, [--] engagements

"Been in $UPST since the IPO through all the macro crap and sentiment swings and honestly the fundamentals right now the Growth the profits the funding stability the new products the leadership shift and AI implementation it all feels stronger than anything weve had the last years. https://twitter.com/i/web/status/2022633531474588058 https://twitter.com/i/web/status/2022633531474588058"
X Link 2026-02-14T11:26Z [----] followers, [----] engagements

"@TheBigDegen the key point is simple. JPMorgan and Goldman Sachs didnt just lend IREN three point six billion dollars at under six percent. They went through $IREN top to bottom saw everything and still chose to buy more shares afterward. That kind of move only happens when the conviction is real. 💎 It hits you when you think about it. Institutions with that level of access do not chase stories. They act when theyre certain. And their buying tells you exactly where they stand. It still feels undervalued. Thats the truth of it. https://twitter.com/i/web/status/2022963515896525094"
X Link 2026-02-15T09:17Z [----] followers, [---] engagements

"$Iris Energys AI Revolution: [-----] GPUs and $1.3B Funding Could Skyrocket It to a $30B+ Empire The Power Play Unveiled - [-----] GPUs Powered by $1.3B Funding: Iris Energy ($IREN) is doubling down expanding its AI Cloud fleet to [-----] units with a massive $1.3B capital infusionblending $674M in new GPU buys $1B convertible notes and prior financing. - $NVDA Blackwell & $AMD Instinct Accelerators: Unleashing cutting-edge tech with NVIDIAs Blackwell (B200/B300) and AMD Instinct MI350X positioning IREN as a GPU powerhouse. - $325M Financing + $1B Notes for [----] MW Sweetwater: Securing the future"
X Link 2025-10-26T10:46Z [----] followers, [----] engagements

"🚨 Explosive Setups That Could 35x by [----] Real Asymmetry Hides in These Small Caps Few companies have the moats catalysts and upside to matter. These may do. Just facts 🔬 [----] setup: Rate cuts growth refueling AI/agentic capex exploding Defense/robotics budgets at highs Credit cycle turning Vals still depressed across the board Small caps $7B are where real asymmetry hides. Big money is quietly accumulating. Retail will chase later. Small names with real moats + real catalysts + real upside. All trading at discounts that wont last. [--] $PATH UiPath Agentic AI pure-play. ARR bottomed first"
X Link 2025-12-26T15:15Z [----] followers, [----] engagements

"$UPST (Upstart Holdings) - Current price $47-48 (late Dec 2025) - Entry rationale: Wait for a pullback to strong support in this mixed trend. Buy if price bounces up from support with higher volume (shows buyers stepping in). Good for a swing trade if it holds above recent lows. - Buy area: $45-47 (near recent bounce zones and long-term support). - Stop loss: $43-44 (below support to protect against further drop if trend stays weak). - Realistic target: $55-60 (near resistance and average analyst targets; take some profit here). $LMND (Lemonade) - Current price $75-78 (late Dec 2025) - Entry"
X Link 2025-12-28T08:53Z [----] followers, [---] engagements

"@UiPath in a nutshell $PATH RPA leader AI automation Agentic AI shift Enterprise SaaS Founderled CEO Q3 rev $411M +16% YoY Net ARR increased last Q ARR guide $1.84B FY2026 RPO accelerates3 Quarters ARR growth around 11% YoY Gross retention stays at 98% NRR steady at 107% Q3 FY26 Guidance for stronger Q4 ARR Cash reserves at $1.5B no debt Operating profit reached $13.1M First GAAP profit $199M Q3 FY26 Analyst PT $16$16.75 Hold rating NonGAAP op inc guide near $140M Positioned for LT automation demand For more updates info follow @jakebrowatzke"
X Link 2026-01-18T19:13Z [----] followers, [---] engagements

"🔥 $LMND #AI eating the entire risk model alive. $LMND + $TSLA might be the first real AI insurance moat. Something wild is happening in #insurance and almost nobodys connecting the dots yet. @Lemonade_Inc just flipped the table. Not with marketing fluff. ✅With data. Real highresolution Tesla telemetry data that no other insurer has ever touched. Theyre slicing Tesla FSD miles by 50% on a paypermile basis. Not someday. Not coming soon. Now. Arizona this month. Oregon next. And heres the part that made me stop scrolling: They can 👀 every second of driving. Human vs FSD. Sensor precision."
X Link 2026-01-24T13:27Z [----] followers, [----] engagements

"$UPST JUST DROPPED Q4 EARNINGS AND IT'S 🔥 ADDICTIVE 🔥 Topline Going 💰 Fees Revenue: $265.22M 📈 (serious momentum building) Profitability Flipping the Script 🤑 EPS: $0.17 ✅ (back in the green zone baby) Pretax Profit: $19.16M 💪 Net Income: $18.64M 🙌 (profitability era unlocked) Costs Under Control ⚙ Operating Expenses: $277.17M (managing the machine like pros) Outlook = Straight Rocket Fuel 🚀 FY [----] Total Revenue Guidance: ** $1.4B** 📊 (that's massive scale incoming) [--------] Total Revenue CAGR 35% 🔥🔥🔥 (compound growth machine loading.) Leadership Glow-Up 👑 Paul Gu stepping up as"
X Link 2026-02-10T21:22Z [----] followers, [----] engagements

"@99999_ichi With assistance of GPT 😉"
X Link 2026-02-15T09:49Z [----] followers, [--] engagements

"The key point is simple. JPMorgan and Goldman Sachs they went through $IREN top to bottom saw everything 🔬 & still chose to buy more shares afterward. That kind of move only happens when the conviction is real. It hits you when you think about it. Institutions with that level of access do not chase stories. They act when theyre certain. And their buying tells you exactly where they stand. It still feels undervalued. https://twitter.com/i/web/status/2022964157608288436 https://twitter.com/i/web/status/2022964157608288436"
X Link 2026-02-15T09:20Z [----] followers, [---] engagements

"JPM has more than three hundred thousand employees across four huge divisions. With that kind of scale its normal for one silo to have no idea what another is doing. Reggie not knowing isnt a red flag. What actually matters is the diligence behind JPM underwriting IRENs financing. That level of review goes far deeper than anything an outside analyst ever sees. Analyst notes built on stale info are just noise compared to that. I will stick to the top tier analysis by @Agrippa_Inv which is spot on. https://twitter.com/i/web/status/2022998711278649648"
X Link 2026-02-15T11:37Z [----] followers, [--] engagements

"Following yesterdays JP downgrade for $UPST it appears Redburn Atlantic has taken the rhythm and changed the tune sharply revising its target price for the stock from $37 to an ambitious $95"
X Link 2024-12-03T12:24Z [----] followers, [----] engagements

"$UPST Blowout earnings and strong guidance Plus for the first 1K HELOCszero defaults. Execution at its finest. $UPST @davegirouard an invitation for the AI UPST day please 🙏🏻 Congrats @HenryInvests for all the work"
X Link 2025-02-11T23:24Z [----] followers, [----] engagements

"$UPST Upstart Crushes Earnings Expectations Upstart reported stellar earnings solidifying its position as one of my top fintech plays. Despite macroeconomic headwinds two years ago they've pushed through with improved model effectiveness and operational rigor Kudos to @davegirouard and the entire team for the fantastic job We're with you all the way Curious about what this company actually does Check out the Q&A by @HenryInvests for the full scoop August [----] February [----] http://youtube.com/watchv=27_HBa6P_zU https://www.youtube.com/watchv=E1Av_wU1bbA http://youtube.com/watchv=27_HBa6P_zU"
X Link 2025-02-15T10:32Z [----] followers, [----] engagements

"After a long wait Im finally adding to my beloved #Upstart $UPST at [-----] Lets see where this ride takes us @HenryInvests where are you"
X Link 2025-03-07T15:16Z [----] followers, [----] engagements

"For perspective where at previous earnings @HenryInvests was very close at his predictions now sees $UPST is on fire. Q1-2025: [---] reviews. Q4-2024: [---] reviews. Q2-2025: On track for [----] reviews a 26% jump from Q1. Even a conservative estimate as per @HenryInvests puts $UPST at [----] reviews (+21.8%). YES +21.8% $UPST just needs [-----] reviews/day and @Upstart already hitting it. Momentum is real. Growth is undeniable. This is just the beginning. $UPST Upstart Trustpilot Update 4/25/2025 $UPST The current 14-day moving average for Upstart Trustpilot reviews is [-----] up 12.46% from the end of"
X Link 2025-04-26T17:31Z [----] followers, [----] engagements

"$UPST 🚀 Massive Momentum in HELOC; Scaling Smart Fast and with Precision coupled with automation. Over the last two quarters Ive been closely tracking #Upstart HELOC progress and what Im seeing is nothing short of remarkable. $UPST is not just launching a new product they are building a high-growth high-potential engine at scale. Heres what stood out to me from Q1 [----] and why I believe this product is primed for even more impact: 📈 Performance Highlights (Q1 2025) HELOC originations up 52% QoQ (from Q4 2024) Year-over-year growth Over 600% compared to Q1 [----] - incredible acceleration for"
X Link 2025-05-17T15:33Z [----] followers, [----] engagements

"Massive expansion underway $UPST 🤫and were only in first gear. The real acceleration starts now. Small Dollar Loans (SDL): Originations grew +7% QoQ (Q4 [----] Q1 2025) Nearly [--] YoY growth Super Prime Loans (SPL*): Q1 [----] originations: $179M Estimated QoQ growth: +3545% based on an increase from an estimated $130M in Q4 [----] (*for personal loans with +720) Auto Loans (AUTO): Q1 [----] originations: $61M (vs. $43M in Q4 2024) QoQ growth: +42% YoY growth: +356% with [----] loans originated in Q1 [----] HELOC (Home Equity Lines of Credit): Q1 [----] originations: $41M (vs. $27M in Q4 2024) QoQ growth:"
X Link 2025-05-18T10:39Z [----] followers, [----] engagements

"#Upstart is a BEAST. But $UPST is only scratching the surface. 🚀 AI-driven lending is reshaping finance and Upstarts killing it. Thread on their automation partners TAM AUTO loans and HELOC growth. Lets dive in 🧵 #FinTech #AI #Investing"
X Link 2025-05-30T16:31Z [----] followers, [----] engagements

"🔥 [--] days left in Q2-2025 & @henryinvests Upstart IQ model is sounding the alarm. $UPST is set to CRUSH its Q2-2025 guidance #UTPI soaring 28.5% QoQ Revenue could hit $228M marking a 7.04% jump. Is this the start of over a $1B FY25 💰 #Fintech Upstart Trustpilot Index #UTPI Update 6/7 $UPST The 14d moving average for Upstart Trustpilot reviews currently sits at [-----] up 17.7% from the start of Q2. Now [--] days into Q2 heres how review counts stack up at the same point (67 days in) for both the current and past https://t.co/5ve9RnKi7D Upstart Trustpilot Index #UTPI Update 6/7 $UPST The 14d"
X Link 2025-06-07T19:28Z [----] followers, [----] engagements

"Here are the four main reasons I decided to increase allocation in Upstart Holdings Inc. ( $UPST ) based on the latest available info posts news and earnings: [--]. Automation at Scale Upstarts AI-powered lending platform achieves a 92% automation rate for loans meaning the entire process from rate request to loan closing is driven by AI with no human intervention. This high degree of automation enhances efficiency reduces costs and allows Upstart to scale rapidly while maintaining a seamless borrower experience providing a structural advantage over traditional lending models. [--]. Off-the-Charts"
X Link 2025-06-09T20:33Z [----] followers, [----] engagements

"#Upstart $UPST in a nutshell Founder-led: CEO drives AI lending vision. AI lending platform: 1600+ variables AI automation: 90%+ loans automated. Affordable loans: for underserved borrowers. TAM; $4T+ Products: personal 🚗 🏠 loans;mortgage. Fee-based model: Earns from referral platform servicing fees. 67% YoY Rev growth: Q1 [----] at $213M. 102% YoY loan growth: [------] loans. Revenue: $213M Q1 $852M annualized. [----] guidance: $1.01B revenue 20% EBITDA. 55% contribution margin: Operat. efficiency. Positive cash flow: $186M operating cash flow (NTM [--] months). Segment & Market Context: Fintech"
X Link 2025-06-10T19:07Z [----] followers, [----] engagements

"How does a company handle complex loans yet earn raves from customers #Upstarts AI-driven platform nails it boasting a 4.9-star Trustpilot rating from 53000+ reviews. With fast transparent lending and a seamless process Upstart makes borrowing a breeze turning a tough product into a customer favorite. #fintech #investing $UPST"
X Link 2025-06-17T17:43Z [----] followers, [----] engagements

"The exhibits ( #UTPI ) are solid and have been analyzed by @HenryInvests so stay alert and do not allow yourself to be caught off guard. $UPST #Upstart"
X Link 2025-06-18T10:44Z [----] followers, [----] engagements

"🚨 Q2-2025 is 84% complete and the #Upstart Trustpilot Index #UTPI is soaring to new all-time highs 📈 @HenryInvests crunched the numbers of #UTPI estimating Q2 Revenue at a moderate scenario $260M (excl. fees) blowing Upstarts $214M guidance for this Quarter (Q2-2025). $UPST is firing on all cylinders can you imagine the fireworks at next quarters earnings Buckle up #Fintech #GrowthStocks"
X Link 2025-06-19T20:26Z [----] followers, [----] engagements

"#UTPI #Upstart [--] days ago Reviews [-----] Todays Reviews [-----] $UPST How does a company handle complex loans yet earn raves from customers #Upstarts AI-driven platform nails it boasting a 4.9-star Trustpilot rating from 53000+ reviews. With fast transparent lending and a seamless process Upstart makes borrowing a breeze turning a tough https://t.co/zbk4yRbyPQ How does a company handle complex loans yet earn raves from customers #Upstarts AI-driven platform nails it boasting a 4.9-star Trustpilot rating from 53000+ reviews. With fast transparent lending and a seamless process Upstart makes"
X Link 2025-06-20T17:13Z [----] followers, [----] engagements

"Howard Marks mentioned about investing: "Investing isnt about buying good things; its about buying things well. When it comes to #Upstart Holdings ( $UPST ) this advice is spot-on. Right now Mr. Market seems to be offering Upstart at a great deal especially with its stock price dipping to around $53-$59 recently down from a high of $96.43 in the past year. With Upstarts AI-powered lending platform growing a new partnership with All In Credit Union and a strong Q1 [----] performance & continues rising of #UTPI its looking like a solid company at a bargain price. Great quality great price happy"
X Link 2025-06-21T07:44Z [----] followers, [----] engagements

"Excluding $UPST $HIMS is my top conviction play followed closely by $LMND. Both are positioned for asymmetric upside but Im staying nimble and adjusting based on market sentiment and volatility. #investing #GrowthStock"
X Link 2025-06-27T22:39Z [----] followers, [----] engagements

"🔥 The numbers are insane #Upstarts revenue is set to surge 💥 📈 Q2 [----] Est: $259.98M from $213.00M in Q1 +22.1% QoQ from $127.60M in Q2 [----] +103.7% YoY 🚀 Crushing Q2 guidance of $225M momentum is on fire #UTPI #Earnings $UPST @HenryInvests"
X Link 2025-06-28T21:11Z [----] followers, [----] engagements

"🚨 Q2-2025 completed and the #Upstart Trustpilot Index #UTPI is soaring to new all-time highs $UPST [-----] 🌟🌟🌟🌟"
X Link 2025-06-30T22:05Z [----] followers, [----] engagements

"Big moves for $UPST Institutional confidence is surging with ownership hitting a new high in June [----]. After a rocky [----] a new era is beginning #GrowthInvest #Investing"
X Link 2025-07-02T15:29Z [----] followers, [----] engagements

"#Upstart $UPST in a nutshell $UPST TAM $4T+ Founder-led AI Lending vision AI-driven credit platform HELOCs surged 52% QoQ Revenue in Q1-25 hit $213M 92% of Q1 loans fully automated Products: Auto HELOC mortgages AUTO originations jumped 42% in Q1 Small-loans volume nearly tripled YoY Model [--] boosted credit risk separation Super-prime reached 32% of originations Platform Conversion rates from 14%-19% Model [--] (latest) boosted credit risk separation CEO : AI wins and capital access drove growth 🎬 Bonus: A must-watch conversation with CFO and @HenryInvests that ties it all together. Gain the"
X Link 2025-07-03T13:13Z [----] followers, [----] engagements

"Financial access when it matters most. 👇 $UPST This post highlights the real-world disruption #Upstart is creating: 🫡"
X Link 2025-07-04T16:34Z [----] followers, [----] engagements

"My Top [--] Stocks: [--]. $UPST AI Lending Credit Access Fintech [--]. $HIMS Healthtech Telemedicine Direct-to-Consumer Care [--]. $LMND Insurtech AI-Driven Insurance Digital-First Experience What are your top [--] right now #stocks #investing #fintech #healthtech #insurtech"
X Link 2025-07-05T10:48Z [----] followers, [----] engagements

"#Upstart: Then vs. Now 🔹 Adjusted EBITDA Q2 21: $48.8M Q1 25: $43M (20% margin : highest in [--] yrs) Slightly lower $ but far more efficient. 🔹 Loans Originated Q2 21: 167K Q1 25: 241K +44% vs. [--] +102% YoY 🔹 Products Q2 21: Personal loans & AI lending platform Q1 25: Full spectrum from Personal loans to HELOC 🔹 Total Addressable Market (TAM) Q2 21: $84 B Q1 25: $1 Trillion x10 bigger $UPST Core platform is leaner broader and scaling fast. #Fintech #GrowthInvesting"
X Link 2025-07-06T09:37Z [----] followers, [----] engagements

"👀 $UPST rocking a 25% short float. Thats not skepticism thats fuel. If () the fundamentals are turning this isnt a stock its a loaded spring. One spark and shorts could be scrambling. 💥📈 #UPST #ShortSqueeze #Fintech #StocksToWatch $UPST This is an absolutely monster base being built headed into more rate cuts. 25% short and rapidly improving fundamentals. Looks explosive. $CVNA [---] https://t.co/fzflZ9fM8X $UPST This is an absolutely monster base being built headed into more rate cuts. 25% short and rapidly improving fundamentals. Looks explosive. $CVNA [---] https://t.co/fzflZ9fM8X"
X Link 2025-07-07T17:26Z [----] followers, [----] engagements

"Everything is up $UPST #Upstart #UTPI"
X Link 2025-07-09T04:26Z [----] followers, [----] engagements

"WK [--] - [----] Portfolio update Ytd +26.4% 🟢 CAGR 10Y 36% Allocations $UPST 64% $HIMS 17% $LMND 12% $ROOT 3.2% $PLTR 0.8% $TMDX 0.6% $OSCR 0.2% #GrowthStocks #Investing"
X Link 2025-07-11T20:16Z [----] followers, [----] engagements

"$UPST ( #Upstart Holdings Inc.) [----] Fintech Phoenix Trustpilot data says Yes #UTPI Despite economic headwinds Upstart looks set to post GAAP profits by year-end. Heres why this under-the-radar AI lender might surprise Wall Street [--] Revenue Rocket Fuel Q1 25: $213M rev (+67% Y/Y) $2.1B loan volume (+89%) 92% automated + 100+ lenders 🤖 Auto (+42%) & HELOCs (+52%) diversify the game [--] Trustpilot = Loan Demand Pulse Q3: +21% review growth (2931 total) [---] reviews in [--] days (+48% vs Q2) = 🔥 borrower activity Forecast: $280M$293M Q3 rev eyes on $1.1B full-year [--] Margin Pressure Yeah but Q1"
X Link 2025-07-13T09:12Z [----] followers, [----] engagements

"🚀 $UPST: From 12x IPO spike to -88% crash Upstarts wild ride stunned Wall St 🤯 Analysts once clueless about its AI lending. Now 67% revenue growth booming auto/home loans & 4.9/5 Trustpilot reviews (54K+ votes) signal a fintech phoenix rising #GrowthStocks #AI #Fintech 1/6"
X Link 2025-07-16T13:39Z [----] followers, [----] engagements

"Institutional ownership in $UPST remains steady a sign of continued confidence from Smart money. #UTPI"
X Link 2025-07-18T20:10Z [----] followers, [----] engagements

"Starting to evaluate Opendoor Technologies $OPEN. In my view the company still has a long road ahead and a lot needs to go right for it to become a multibagger. Ive initiated a small 0.1% allocation with plans to adjust as things develop. Without a doubt #Opendoor Technologies ( $OPEN) now is a real homegrown WSB future will show if Turnaround in Progress or a Risky Bet Below are the key points Im watching: 👇"
X Link 2025-07-19T10:23Z [----] followers, [----] engagements

"Investment Analysis for Iris Energy Limited ( $IREN ) Ticker: $IREN Current Stock Price: $16.82 Market Cap: $4B Industry: AI Infrastructure and Bitcoin Mining Date: July [--] [----] --- Thesis Overview Iris Energy Limited ($IREN) operates renewable energy-powered data centers for Bitcoin mining and AI cloud services positioning it as a dual-revenue player in high-growth sectors. With 3GW of energy capacity $550M in recent funding and a growing AI segment IREN has strong potential but faces execution risks and crypto volatility. Compared to CoreWeaves AI infrastructure success IRENs lower"
X Link 2025-07-20T16:52Z [----] followers, 19.8K engagements

"How $UPST Could Reach $500 A Bullish Case for Upstart Holdings #Upstart Holdings has rapidly positioned itself as a fintech disruptor using AI to reshape the lending landscape. With shares up 154% over the past year and now trading around $78.36 (July 2025) some bullish investors are eyeing a moonshot to $500 a potential 540% surge. Whats fueling this bold target ➡ Surging Financial Efficiency (AI Day) ➡ Expanding Products + Partnerships ➡ Raving Trustpilot Reviews #UTPI (nsights from @HenryInvests ) Add in a hefty 25% short interest and fast-improving fundamentals and youve got the perfect"
X Link 2025-07-21T08:54Z [----] followers, [----] engagements

"At $4.18B $IREN trades at 4.25.1x [--] ARR attractive for a renewable-powered Bitcoin mining and AI infrastructure play with $150200M net cash convertible notes and a rapidly scaling pipeline. If IREN hits $1B ARR driven by #AI #Cloud and Bitcoin mining growth it could rerate toward 810x ARR implying significant upside"
X Link 2025-07-22T18:57Z [----] followers, [----] engagements

"$UPST Alert: Correction Ahead Following the Hype Upstart Holdings $UPST has surged to $78.36 a 154% gain over the past year driven by improving fundamentals expanding AI lending operations and a wave of social media-fueled enthusiasm. While Im encouraged by the companys growing strength Im also increasingly concerned that the recent hype cycle could spark a temporary but painful correction. As a long-term investor I sincerely hope Im wrong but the warning signs are flashing. ⚙ Improving Business But Fragile Sentiment Theres no denying that Upstarts fundamentals are getting stronger. Its"
X Link 2025-07-24T08:18Z [----] followers, [----] engagements

"#UPSTART Earnings for Q2-2025 ante portas @HenryInvests predicts for $UPST: For Q2 [----] will post $250m in revenue. For Q3 [----] will guide for $280m in revenue. Q2-2025 will be a pivotal quarter and the beginning of Upstart [---] Everything is in place for the launch"
X Link 2025-08-03T10:23Z [----] followers, [----] engagements

"$UPST bought more at these prices 😆 After market reaction -12% Pre market reaction -5.24%"
X Link 2025-08-06T11:12Z [----] followers, [----] engagements

"😱 $UPST plummets 19% to $67 despite a stellar Q2 102% revenue surge early profitability 154% loan growth Some of the best metrics ever yet the markets spooked. Profit-taking Macro fears This AI lender is a broken stock not a broken business. Stay focused on the company. Wild ride eyes on 👀 #Upstart #Stocks"
X Link 2025-08-06T19:55Z [----] followers, [----] engagements

"$UPST is quietly reshaping the lending landscape with its AI-powered credit platform moving beyond its roots as a personal loan innovator. With revenue surging 30% YoY in Q2 [----] and a return to consistent profitability Upstart is proving its model can thrive across diverse lending categories like auto loans home equity and small-ticket credit which saw 3570% growth last quarter. 🚀 AI at the Core Upstarts machine learning engine which processes thousands of data points per borrower delivers approval rates that traditional models cant matchoften exceeding 85% for partner banks. This precision"
X Link 2025-08-11T23:01Z [----] followers, 21.8K engagements

"$UPST : Loan Scare or Hyper-Growth Buyop Wall Streets spooked by #UPSTART loan balance but this is classic hyper-growth DNA. The dip looks like opportunity not danger. 🔍 Key Data Points: 📉 Loan Load: $1.02B on balance sheet (+25% QoQ from $806M) 💸 Cash Burn: $172.6M in Q2 tied to AUTO/HELOC R&D 🧾 Notes Offering: $600M$690M 0% convertible notes 💰 Net Proceeds: $405M for expansion $8.78M saved retiring $232.6M [----] debt 📈 Revenue Growth: Q2 rev up 102% YoY to $257M 🔧 Segment Growth: AUTO +87% QoQ HELOC +67% QoQ 📊 [----] Guidance: $1.055B vs. $1.01B prior 📉 Dilution Risk: 4.49% only if"
X Link 2025-08-13T11:32Z [----] followers, [----] engagements

"#Upstart Holdings $UPST short interest data is out As of July [--] [----] 22.64% of the float is shorted with [-----] million shares short down from [-----] million in the prior period. What's the bear thesis Heres what shorts might be betting on: Profitability remains inconsistent with a net loss of $6.35 million in the last [--] months and negative free cash flow of -$65.46 million. High valuation concerns: Trading at 45x [----] adjusted EBITDA forecasts or 180x when excluding stock-based compensation suggesting a stretched multiple. Expansion into new products (auto refinancing HELOCs) may dilute"
X Link 2025-08-13T20:44Z [----] followers, [----] engagements

"Intriguing Opportunity with $LMND: A Fintech Gem Backed by a Top-Tier X Community The $LMND community on X is a standout buzzing with sharp insights data-driven discussions and a rare openness to both bull and bear perspectives. This vibrant top-tier community delivers facts over hype making it a goldmine for investors seeking clarity on Lemonades AI-driven insurance revolution. 😉For those outside X missing the fintech buzz nows an ideal entry point to add $LMND to a long-term p/f. With its consistent QoQ progress and disruptive potential allocating a single-digit % from an ETF or"
X Link 2025-08-15T11:24Z [----] followers, 10.2K engagements

"🚀 $UPST crushing it Q2 2025: 102% YoY revenue growth 159% loan originations GAAP profitable 📈 JPMorgan upgrades to Overweight $88 PT. Rate cuts fueling AI lending boom 💸 whats your play after the bear did not play out as expected #FinTwit #UPST #Fintech #AI #Investing"
X Link 2025-08-20T16:48Z [----] followers, [----] engagements

"$IREN: The $30B AI Power Play Investors Cant Ignore in [----] Buckle up investors: Iris Energy Limited (NASDAQ: IREN) is no longer just a Bitcoin mining heavyweightits an AI infrastructure rocket ready to launch. With [---] GW of zero-carbon power and [----] NVIDIA GPUs IREN is pivoting to meet the AI data center boom potentially mirroring WULFs $1.85M/MW/year Google deal. At $16.11/share this $3.9B stock could skyrocket to a $30B valuation by [----] delivering 510x returns. Heres why IREN is the most electrifying AI infrastructure bet for [----]. - From Crypto King to AI Titan - Explosive Revenue"
X Link 2025-08-25T09:43Z [----] followers, 11K engagements

"🔥 $IREN isnt waiting for ER (28th) . Days before they locked in huge AI/Cloud processor buys a serious bet on the future direction and announce it earlier 🤔. ⚡ Their shift to #AI is crystal clear. 📈 Institutions are loading up big time. Fidelity jumped from 26K shares 8.67M in ONE quarter. Ownership now 41%+ (see chart with all institutions ownership how are loading). Bold timing. Clear direction. Heavy backing. $IREN is positioning to be a long-term AI winner"
X Link 2025-08-26T09:08Z [----] followers, [----] engagements

"$IREN is writing the blueprint. Forget hyperscalers. Neoclouds are leaner faster efficient and built for the GPU era. IRENs mgmt isnt just reacting. theyre leading with bold infrastructure moves that others will soon copy. Current price $26.48 #AI #growthmindsetalways #neocloud"
X Link 2025-08-30T10:39Z [----] followers, [----] engagements

"THIS is why this is truly only the beginning for $IREN Mr. Market may still be dozing but IREN has already crossed the Rubicon. Its not a Bitcoin miner with a side hustle its an AI cloud and colocation infrastructure leader in the making sitting on one of the rarest assets in todays tech economy: hyperscale AIready capacity powered by ultracheap renewable energy. In a world where GPU clusters are booked out months in advance and hyperscalegrade facilities are almost impossible to secure IRENs position is pure gold. The companys dualengine model ; stable Bitcoin mining cash flows plus"
X Link 2025-09-03T17:11Z [----] followers, [----] engagements

"If you cant explain it simply you dont understand it. Buffett Lynch Graham Munger - they all agree: the best investments fit in your circle of competence and can be pitched in plain English in under a minute. Simple wins. $IREN is exactly that. ✅Cheap renewable power. ✅Scarce AIready infrastructure. ✅Dualengine growth from AI cloud + Bitcoin mining. All in plain sight easy to grasp and thats what makes it powerful. Land they bought for pennies on the dollar. #AI #cloud #investing"
X Link 2025-09-04T11:59Z [----] followers, [----] engagements

"🚀 Mike Alfred IREN ( $IREN) board director & crypto investor is all-in Hes not selling a single share of his 1%+ stake in the sustainable Bitcoin mining & AI cloud giant. Bullish on #IREN_ltd s renewable-powered future 💪 Thank you @mikealfred for your insights #Bitcoin #AI #Investing #cloud"
X Link 2025-09-06T08:39Z [----] followers, 10.3K engagements

"This is not the upset of the century. Greece Stuns USA in Saitama Shocker (2006). In a jaw-dropping upset Greece outsmarted the star-studded USA 101-95 at the [----] FIBA World Championship in Saitama with Theodoros Papaloukas and Vassilis Spanoulis dismantling LeBron Carmelo Anthony Dwayne Wade and Co.s defense proving team play could topple NBA giants"
X Link 2025-09-06T21:42Z [----] followers, 11.6K engagements

"$IREN s playbook is 🔥 for AIs energy crunch 🎯 Next-Gen Data Centers for AI HPC and Sustainable Compute (as per their new startup page) nail cheap TX land 3.5/kWh renewables & stellar PUE (1.1-1.3). PUE = total energy vs. compute lower is better Hyped for their near-perfect execution posts of @FransBakker9812 captures clearly this 💡 #AI #IREN #Fintech IRENs Next-Gen Data Centers and Efficiency Playbook Iris Energy $IREN is redefining data center efficiency with their Next-Gen Data Centers for AI HPC and Sustainable Compute as showcased on their updated startup page. Their top mgmts playbook"
X Link 2025-09-07T08:56Z [----] followers, [----] engagements

"TOP [--] SMALL + [--] MICRO CAP STOCKS $HIMS $10.94B Mkt Cap The Future of Wellness $IREN $7.11B Mkt Cap AI Cloud for the Next Big Thing $UPST $6.44B Mkt Cap AI-Driven Credit Access $LMND $3.71B Mkt Cap AI-Powered Insurance Revolution $ROOT $1.43B Mkt Cap Data-Driven Auto Insurance ➕ $AIOT $669.89M Mkt Cap Unifying IoT Fleet Intelligence"
X Link 2025-09-07T15:38Z [----] followers, [----] engagements

"$IREN: The element to unlock its 10x AI potential Forget the noise IREN isnt just mining Bitcoin anymore. (New presentations and site have not any mention about this anymore ) Its atrongly laying the groundwork for the next wave of AI infrastructure and Co-Packaged Optics (CPO) could be the secret weapon that unlocks massive efficiency gains. With [---] GW of clean energy and [----] NVIDIA GPUs already deployed IREN is positioned to become a critical enabler of hyperscale AI. Company could surge to a $30B valuation by [----]. Heres why CPO makes IREN one of the smartest AI infrastructure bets of"
X Link 2025-09-13T09:07Z [----] followers, 11.4K engagements

"$IREN: The Emerging $PLTR of AI Infrastructure Thesis Snapshot Iris Energy ($IREN) is flying under the radar at $34/share ($8.2B market cap) but its trajectory is starting to resemble Palantirs early breakout. While PLTR built its moat around software and ontology $IREN is quietly assembling a vertically integrated AI/HPC infrastructure empire powered by 100% renewable energy and backed by 3GW of secured capacity at just 3.3/kWh. In a world where hyperscalers are scrambling for power (Morgan Stanley projects a 45GW shortfall in the U.S. by 2028) $IRENs positioning is not just strategic - its"
X Link 2025-09-14T17:25Z [----] followers, 122.8K engagements

"$IREN : The Only AI Infra Play That Doesnt Need $NVDA s Blessing Thesis Snapshot #IREN_ltd is trading at $38.64 share ($10B Mkt cap) after ripping to new all-time highs this week but it's still undervalued compared to Nebius ( $NBIS) at 5x its multiple despite similar AI cloud ambitions. While $NBIS grabbed headlines with that $19.4B Microsoft mega-deal in September [----] $IREN is stacking a fortress moat: ☑100% ♻ power at dirt-cheap 3.3/kWh ☑3GW+ secured capacity (with 2.9GW in Texas alone) and ☑zero-debt firepower to outbuild the competition in a world starving for AI juice. Morgan Stanley's"
X Link 2025-09-20T12:34Z [----] followers, 50.1K engagements

"$IREN is $PLTR ing for the AI Potential #IREN_ltd is no longer just a Bitcoin miner its focus has shifted to #AI infrastructure perfectly positioned for the Mag7s $300B+ [----] AI data center boom and Nebius-Microsofts $17.4B deal setting the pace. Co-CEO Dan Roberts on CNBC yesterday highlighted IRENs edge: [-----] GPUs driving $500M annualized revenue from 2% of its [---] GW clean power capacity with NVIDIA Blackwell swaps in hours. Co-Packaged Optics (CPO) supercharges efficiency but IRENs overachieving management and renewable moat make it a hyperscaler magnet challenging CoreWeave and Oracle."
X Link 2025-09-27T09:03Z [----] followers, 27.5K engagements

"🚀 $IREN is positioning itself as a powerhouse in the AI infrastructure race Here are [--] key takeaways from CEO Dan Roberts recent CNBC interview that highlight why Iris Energy is a compelling long-term play: [--] Massive Revenue Potential: Generating $500M in revenue from just 2% of its total power capacity shows IRENs efficiency and scalability. With 3GW already secured the runway for growth is enormous 💡 [--] Pivoting to an AWS-Type AI Cloud: - #IREN is shifting focus to high-margin AI cloud services capitalizing on the surging demand for AI compute. This strategic move aligns with the next wave"
X Link 2025-09-29T12:25Z [----] followers, 13.6K engagements

"$IREN s competitive advantages especially through the lens of AI infrastructure investing and the power-GPU economics as per latest from @Beth_Kindig @FransBakker9812 @TheKamaHsutra 🔋 [--]. Power-First Infrastructure Strategy #IREN_Ltd isnt just buying GPUs its building power-optimized campuses. Their 2GW Sweetwater site is designed from the ground up to support high-density AI workloads with efficient cooling and low PUE (1.1). Thats rare. Advantage: While others scramble for power permits IREN already controls the most critical input for hyperscale #AI: cheap scalable electricity. --- 🧮 2."
X Link 2025-09-29T16:47Z [----] followers, [----] engagements

"$IREN is early $PLTR where meets early $NVDA except $IREN owns the land the substations and the roadmap. No middlemen. Just execution. 🧠 Community Sell-Side Retail is running laps around institutions. Shoutout to @FransBakker9812 @brianfry01 @jiahanjimliu @TheKamaHsutra @Umbisam @moninvestor @litigious_dulce the $IREN hive mind is dissecting power contracts GPU fleets and satellite imagery like its Palantir v1. 📈 Q4 FY25 = Breakout $187M Revenue (+228% YoY) $177M Net Income (record) EPS $0.37 (beat by 118%) 10x EBITDA growth AI Cloud run rate: $2.4M/month (+4% MoM) NVIDIA Preferred Partner"
X Link 2025-10-04T13:34Z [----] followers, 22.5K engagements

"$IREN: The $PLTR of AI Infra Is Breaking Out - Buckle up X fintech and neocloud crew$IREN is no longer a sleeper hit. At $58/share ($14B market cap) Iris Energy is carving an AI/HPC empire with the same disruptive swagger Palantir ($PLTR) brought to data analytics. Powered by 100% renewable energy and [---] GW of contracted power at 3/kWh $IREN is a rare beast in a world where NVIDIAs Jensen Huang warns of a $500B/year data center crunch and a [--] GW U.S. power shortfall by [----]. This isnt just a stockits a bet on the AI infrastructure revolution. Heres why its going viral. Why $IREN Is the Next"
X Link 2025-10-09T18:28Z [----] followers, 40.8K engagements

"$IREN: From Bitcoin Rigs to Blackwell Racks The Quiet Giant Waking Up While everyones still arguing over $PLTR or chasing $SMCI breakouts $IREN has been quietly stacking real infra. Not hype not vapor. Concrete steel megawatts. They started as a Bitcoin miner. Now theyre morphing into a full-on AI compute machine and the storys getting spicy. ⚡ The Big Picture Heres the beauty of it. They didnt take the raise billions burn cash route. They mined Bitcoin used that revenue built out real data centers and now theyre flipping the switch to AI/HPC workloads. Its like using crypto to prepay for the"
X Link 2025-10-11T12:03Z [----] followers, 13.4K engagements

"$SLNH: The Underdog Green AI/BTC Play Betting Big on Execution Thesis Snapshot $SLNH (Soluna Holdings) is trading at $4.42/share ($268M market cap) after a blistering +330% 1-month rally (Sept-Oct 2025) yet its a micro-cap diamond in the rough compared to neocloud peers like Iris Energy ($IREN $10B) or CoreWeave ($CRWV $20B). While $IREN and $NBIS ride AI hype with 5-15x EV/revenue multiples $SLNHs 5x screams undervaluation for its 2.8GW green data center pipeline100% renewable at industry-best PUE (1.02). ☑ $100M Generate Capital facility fuels Project Kati (166MW Texas) ☑ Galaxy Digital"
X Link 2025-10-18T23:38Z [----] followers, 22.2K engagements

"$IREN: AI/Bitcoin Beast Cooling Before Next Roar ERCOT Curveballs and All Thesis Snapshot #IREN_ltd dipped to $59.22. Market cap $15B. After a 15x sprint in six months peaked at $74.15 on October [--] [----]. Pullback Breathing room not meltdown. Trading near EV/share $67.72. Numbers: 5x BTC mining 20x AI/HPC convertible notes in-the-money. ERCOT grid strains under AI demand hitting [---] GW peak by [----] data centers eating half. $IRENs got [----] GW capacity mostly renewables at 3/kWh. ☑ Childress at [---] MW Sweetwaters [--] GW gearing up. ☑ $875M zero-interest notes upsized to $1BGPU fuel no"
X Link 2025-10-21T20:56Z [----] followers, 40.2K engagements

"🚨 $IREN just crateredmy beloved #AI powerhouse tumbling hard. But here's the truth: This dip is flawless execution for their GPU empire. I'm loading up TODAY at $48.90. PRIME bull territory. Watch for capitulation cries at lows & smug highsthey're sentiment gold. Who's dipping in 💎🙌 #IREN_Ltd #AI"
X Link 2025-10-22T17:32Z [----] followers, [----] engagements

"🔥Must-listen alert for #AI infrastructure bulls: $BITF CEO Ben Gagnon went full throttle in the latest Kitchen Stadium Spacesover an hour of raw Q&A no fluff. Dilution Timelines He faced it all. @TheKamaHsutra nailed the vibe: Bens not running; funds are for ops and buildouts. The most recent space interview (X Spaces live audio) with Bitfarms CEO Ben Gagnon (@hashoveride) was the second Bitfarms Kitchen Stadium event on Monday October [--] [----] at [--] PM ET. Hosted by community leaders like @TheKamaHsutra @bitcoinbutcher1 @litigious_dulce and @midlevelcruiser it built on a prior Spaces from"
X Link 2025-10-22T20:47Z [----] followers, 13K engagements

"$IREN was the markets best-kept secret. Not anymore. That post lit up the feed like wildfirenow Queen is front and center no longer flying under the radar. Momentums building and its only a matter of time before shes woven into the DNA of fund allocations across the board. Watch this space. #AI #Datacenters #IREN_Ltd $IREN: The Emerging $PLTR of AI Infrastructure Thesis Snapshot Iris Energy ($IREN) is flying under the radar at $34/share ($8.2B market cap) but its trajectory is starting to resemble Palantirs early breakout. While PLTR built its moat around software and ontology $IREN is"
X Link 2025-10-23T19:56Z [----] followers, 30.5K engagements

"🔥 @Agrippa_inv you crushed the #NeocloudDebate with that $NBIS moat breakdown. But heres the flip: $IREN isnt just raw GWits a vertically integrated monster that flips your margin/power math on its head. Lets settle this with Q3 FY25 data. 1/ Margin Reality Check You called 4060% for $IREN. But Q3 FY25 AI Cloud rev = $3.6M at 95% hardware margins. Blended gross: 87%. Compare: $NBIS Q2 = 71.4% full-stack retail. $IREN targets bare-metal whalesBYO orchestration (Kubernetes/Ray) slashing Type-2 costs to 38% (not 2030%). 📊 Math: B200 @ $5/hr 90% util = $3.2k/mo rev. Fees + SRE = $100/mo hit. No"
X Link 2025-10-27T13:03Z [----] followers, [----] engagements

"@aleabitoreddit spot on abt pivots are brutal and $ORCL's flop screams execution risk for most miners. But $IREN isn't pivoting; it's built for this: 3GW owned renewables ($0.03/kWh) + 5GW pipeline = vertical moat $NBIS's leases can't touch. Q3 FY25: $148M rev (+24% QoQ) AI Cloud $3.6M (+33%) 95% hardware margins $24M NI (+28%). $500M AI run-rate by Q1 '26 debt-free via BTC cashflow ($87M FY25 NI). $NBIS's $17B MSFT hype is fire (Q3 Oct 29) but $IREN's infra edge crushes lease creep. Asymmetric $IREN at 3x FY26 sales ($750M) vs. $NBIS 141x. Both winnersI'm 90/10 $IREN/$NBIS"
X Link 2025-10-28T07:00Z [----] followers, [----] engagements

"Everyones asking when deal but maybe the better question is Whos already circling $IREN s not just buying cheap cables theyre buying smart. T2 suppliers mean theyve got the engineering muscle to validate and integrate like the big boys. Thats shows that #IREN_Ltd gearing up for serious scale. Childress is getting tuned for HPC rack density is dropping & the team has real datacenter chops. It is a quiet build toward something big. $MSFT s hungry $META s bold AWS is lurking and TogetherAI might just be the sleeper pick. $IREN s not chasing a deal theyre building the kind of setup that attracts"
X Link 2025-10-31T05:54Z [----] followers, [----] engagements

"🚨 $IREN Earnings Nov [--] Im 👀 [--] THINGS that could make or break the #AI pivot [--] GPU count installed Need 23k+ live or its a red flag on execution [--] AI revenue run-rate $500M ARR by Q1 FY26 or $15B cap is toast [--] Sweetwater timeline [--] GW H1 [----] locked Thats the hyperscaler 🧲 [--] Hyperscaler pipeline Any [---] MW+ LOI (MSFT GOOG) = moon fuel Beat all [--] $100+"
X Link 2025-11-01T17:13Z [----] followers, 20.6K engagements

"🚨 $LMND Earnings Nov [--] Im 👀 [--] THINGS that could make or break the #LemonadeInc 🍋story [--] IFP print Needs to hit $1.15B Every $10M beat = +6% after-hours pop [--] Gross Loss Ratio 69% ex-cat or its a margin warning [---] bps better = $9M surprise $1215 move [--] Adj EBITDA loss Must be $34M Hit the high end and every burn slide flips 🟢 [--] Premium per Customer $435 or FY26 guide gets shaky Each $5 beat = $11M drop-through at zero cost Beat all [--] $8595 Thats the setup. #InsureTech #earnings"
X Link 2025-11-03T20:37Z [----] followers, [----] engagements

"$PATH: The $PLTR of Automation Workflow Gartner forecasts 80% of enterprises will deploy AI agents by [----] and $PATH is built for it. Like $PLTR UiPath leverages proprietary data flywheels vertical integration & deep enterprise/government pipelines to scale AI adoption. At $7-8B Mkt cap will no longer be a sleeper. This is the AI productivity backbone in motion. Why $PATH Is Going Parabolic 📈 [--] Integration Moat: 2000+ connectors (MSFT SAP Salesforce Oracle ServiceNow). Once embedded its career suicide to rip it out. [--] AI Cloud Rocket: $403M Q3 FY26 rev $1.54B ARR (+21% YoY) targeting"
X Link 2025-11-06T08:54Z [----] followers, 11.7K engagements

"$UPST love the signal from @davegirouard your presence on X and those rare high-signal commentslike those who stay will be champions🏆are a breath of fresh air in a sea of corporate noise. The #Upstart community here thrives on that direct line to leadership. Were thirsty for more under-the-hood intel/specific actionable KPIs that let us ride shotgun on the vision. In Q3 balance sheet loans jumped $210M despite 100% institutional funding of platform originations. R&D products drove nearly all of it while Auto and HELOC scaled modestly (+9.4% / +5.9% QoQ). Were these primarily planned"
X Link 2025-11-07T21:32Z [----] followers, [----] engagements

"Give me a place to stand and I will move the Earth. Archimedes The Rise of $IREN: Building the Backbone of #AI in Texas In the quiet plains of Childress Texas something monumental is taking shape something that could redefine the future of artificial intelligence infrastructure in the United States. Most investors had no idea what IREN (formerly Iris Energy) was quietly planning as [----] began. But now the veil is lifting and whats emerging is nothing short of extraordinary. 🌎 The Land: [---] Acres of Pure Potential - At the heart of this story is a 576-acre plot of land fully owned by IREN."
X Link 2025-11-09T07:28Z [----] followers, [----] engagements

"Yeah totally but whats happening with $LMND + $TSLA goes way beyond the usual #AI makes things efficient storyline. This isnt just underwriting automation or cute chatbots. Theyre literally pricing risk off live driving behavior and FSD telemetry. Secondbysecond. Human vs machine. Software version vs software version. Thats not incremental. Thats a different sport. If they pull this off insurance stops being a paperwork business and becomes a realtime physics + software game. And whoever owns the cleanest data loop owns the moat. Feels like were watching the first crack in the old insurance"
X Link 2026-01-24T13:37Z [----] followers, [---] engagements

"Impressive that the launching for $TSLA insurance by 50% from $LMND based on FSD (telemetry) data shows how deep rooted is the AI that no other insurer has ever touched. Theyre slicing Tesla FSD miles by 50% on a paypermile basis. Not someday. Not coming soon. Now. Arizona this month. Oregon next. The relate of considering $LMND an AI company will start https://twitter.com/i/web/status/2015068679881318517 https://twitter.com/i/web/status/2015068679881318517"
X Link 2026-01-24T14:26Z [----] followers, [--] engagements

"@mmms3164 @harikotian51004 @Lemonade_Inc If you like it and provided good info 💜& 🔁"
X Link 2026-01-24T14:56Z [----] followers, [--] engagements

"Portfolio Philosophy ⚖ Mission: Long-term outperform S&P Target : Companies with Hi growth revenues COs🔑: Leaders/Execution/Reliability Max allocation [--] stocks🖖🏻 Buy gradually 🪜 Check 🔬 10-Q & 10-K if in doubt 🤨sell Sell when thesis broken 💔 Ver.02 #fintwit"
X Link 2021-12-05T11:01Z [----] followers, [--] engagements

"A year ago when $UPST was below $13 nobody was interested in the stock(this does not count @HenryInvests 😉) due to bankruptcy concerns and perceived inefficiencies in #Upstart prediction models. Now $UPST will gain widespread attention. ⚠Filter out the noise"
X Link 2023-12-13T23:02Z [----] followers, [----] engagements

"$IREN Zero delays. Zero excuses. Zero misses. 🔥🔥🔥 Every peer out there has at least one delay story since [----] supply chain issues permitting headaches the works. $IREN Flawless execution in data centers mining and AI infrastructure. Absolute beast mode. 💪🚀 No fanfare just pure receipts: - Early projects: Canal Flats Mackenzie expansions Prince George every phase energized on time or ahead. Pure clockwork. ✅ - Texas takeover: - Turned Childress into a powerhouse. 750MW site phases rolling out smoothly transformers arriving early 600MW+ energized in [--] months. Management says on track"
X Link 2025-12-12T17:11Z [----] followers, 12.1K engagements

"Everyones staring at the same [--] stocks. Fine. Let them. Meanwhile a different group of companies is putting up real numbers 60% YoY revenue in robotics 80%+ origination growth in AI lending 30%+ premium expansion in insurtech SaaS platforms flipping to recurringheavy models automation firms hitting profitability medtech names clearing FDA hurdles. Ive handpicked a set of small to midcaps heading into [----] that actually deserve attention. Curated. Thoughtfully selected. No tourists. Each one has a clear catalyst. Each one has a real TAM. Each one has a chart that could set up clean entries if"
X Link 2025-12-22T21:48Z [----] followers, [----] engagements

"🚨 $IREN: The $PLTR of AI Infrastructure BRUTAL JAN [----] UPDATE No copium. Just verified facts from official sources (Q1 FY26 results Nov [--] 2025; MSFT deal announcement Nov [--] 2025; investor updates). Thesis from a year ago aged like fine wine. Today: $15B Mkt cap share price $46-47. The pivot isn't "emerging" anymore. It's live and scaling fast. $IREN owns the scarcest asset in AI: grid-connected renewable power + vertical execution. Hyperscalers are desperate for GWs. $IREN secured them early. Thread 🧵👇 [--] Current Snapshot Jan [----] Market cap: $15B Secured power capacity: 2.91GW (nearly 3GW"
X Link 2026-01-10T10:28Z [----] followers, 17.2K engagements

"$ZETA in a nutshell Founder-led. AI boosts ROI. [---] scaled customers. TAM exceeds $2 trillion. offers an AI-driven platform. Zeta is a leading martech player. Vision centers on AI and marketing. Adj EBITDA rose 46% year-over-year. Q3-2025 revenue reached $337 million. Revenue increased 28% year-over-year. Cash position stood at $385 million in Q3. $ZETA is the ticker symbol for Zeta Global. ROI rates improved to 6x return on ad spend. CEO: doubling down on AI-led marketing transformation https://twitter.com/i/web/status/2011878676778951091 https://twitter.com/i/web/status/2011878676778951091"
X Link 2026-01-15T19:10Z [----] followers, [----] engagements

"$IREN Whisper expectations roar with results. Zero delays Zero excuses Max acceleration @IREN_Ltd highlights the quiet setup and explosive payoff. The pace of progress at Childress is accelerating Just months after breaking ground Horizon [--] electrical and mechanical works are well underway Horizon [--] data halls are rising Horizon 3-4 civils have commenced and more than [----] workers are active on site bringing this https://t.co/HVjMSBhZ5Q The pace of progress at Childress is accelerating Just months after breaking ground Horizon [--] electrical and mechanical works are well underway Horizon [--] data"
X Link 2025-12-19T13:44Z [----] followers, 17.3K engagements

"🚨 $UPST: The Q4 signal just got louder. Upstart has already logged [----] Trustpilot reviews in the first [--] days of Q4 surpassing the entire Q3 total of [----]. Base case for the quarter: [----] reviews Needed pace: 25/day Actual pace: 34.89/day Running 40% ahead of target. Across multiple UpstartIQ scenarios modeled by @HenryInvests the data consistently points toward: 👉 Q4 revenue clearing $300M A potential beat over the $288M guide. Personal loan demand is accelerating. Rates are easing. New products are scaling. If funding continues stabilizing [----] could be a breakout year. Credit to"
X Link 2025-12-19T21:53Z [----] followers, [----] engagements

"🚨 Brutal Verdict: $IREN Dec [--] [----] 🚨 85% on point. No copium. Same damn playbook #IREN_Ltd runs every financing cycle just longer digestion this time. @IREN_Ltd Zero delays. Zero excuses. Full acceleration. ✴ The Setup Dec 1-3: $2B (upsized/closed $2.3B) converts + $1.63B equity raise to refinance old 2029/2030 notes. Early Dec: Convert arb hits hard massive short/hedge pressure old unwinds mechanical sell-off. Stock cratered 50% from Nov highs ($77 to mid-$30s) billions absorbed in $3545 zone. High-volume dumps throughout the month. Who Sold 6070% new convert hedging + equity dilution"
X Link 2025-12-20T10:51Z [----] followers, 13.7K engagements

"🚨 $UPST The Inflection Nobodys Pricing In 🚨 🔥 Revenue +71% Q3 🔥 Institutions loading (Versor just stacked) 🔥 Chart begging for a $50 breakout $UPST 🚀 This wasnt recovery. This was the pivot to empirebuilding and the tape is still asleep. Heres the proof stack: [--] The Mix Shift (Locked In) New verticals (Auto / HELOC / SmallDollar) 12% of $2.8B originations Up from 10% in Q1 structural not noise 22% of new borrowers now nonpersonal loans Thats your future revenue moat forming in real time [--] Growth Rates Nobody Is Modeling Every new line: +300% YoY Personal loans Only +60% the old engine"
X Link 2025-12-23T21:31Z [----] followers, [----] engagements

"$UPST @Upstart s story isnt clean. Its jagged confusing and honestly more interesting than people give it credit for. It is not a smooth narrative just various angles that hit differently. PART I The Reality Check Whats actually happening under the hood. The numbers that dont match the doom talk. PART II The Macro Fog The messy part. Tight credit weird openings fintech chaos. PART III The Asymmetry Where the risk sits. Where the upside hides. Three parts. Short. Sharp. No polish. Just the truth as it comes. #AI #FINTECH https://twitter.com/i/web/status/2011082208199471316"
X Link 2026-01-13T14:25Z [----] followers, [----] engagements

"PART II The Macro Fog (And the Weird Opportunities Inside It) Right now the big credit card issuers are tightening their belts. This is a double-edged sword. It either pushes frustrated borrowers right into Upstarts debt-consolidation funnel or it chokes off demand entirely if loss rates spike too hard. It depends on the month the cycle and frankly just the general mood of the consumer. The Upstart Macro Index sitting at [---] tells me things are still stiff out there. If rates drop it could flip everything overnight. or it could do nothing. Timing is the whole game here. Analysts are basically"
X Link 2026-01-13T14:35Z [----] followers, [---] engagements

"PART III The Asymmetry (And Why Im adding) Against all that noise Upstart trading at 9x next-twelve-months EBITDA just feels mispriced to me. Maybe the market is just tired of waiting. Maybe its waiting for 100% proof. Thats fair. But if delinquencies start to ease even a little and the Fed actually plays ball with rates [----] is going to look very very different. Im not calling this a "guaranteed" winner. Nothing in fintech is a sure thing especially not this ticker. But the setup here is asymmetric. Im watching closely because the story isn't clean and it definitely isn't finished. And in"
X Link 2026-01-13T14:37Z [----] followers, [---] engagements

"🔵 $ZETA s cash flow story is quietly savage. The charts whisper moat From $25M $125M in TTM FCF. Margin doubled from 5% 11%. Not just growth profitable growth. Every dollar sharpened into deployable cash. This chart doesnt shout. It whispers: moat. 🟦 Now zoom out: $ZETA vs $PLTR. ZETA: +179.65% revenue growth 29.3% CAGR PLTR: +172.25% 28.4% CAGR ZETA started slow then exploded. Tortoise with a turbo engine. PLTR grabs headlines. ZETA builds value. 📊 Operational discipline. 📈 Strategic compounding. 🧠 Quiet outperformance. https://twitter.com/i/web/status/2011512750736835024"
X Link 2026-01-14T18:56Z [----] followers, [---] engagements

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