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@yianisz "$ASML puts $1.5B into Mistral AI. With XXXX% of sales tied to China this reads as supply-chain insurance not VC. The overlooked goal: de-risk export curbs and defend tool pricing. Consensus sees AI upside; the trade is a volatility hedge"
X Link @yianisz 2025-09-30T18:44Z 6445 followers, 1164 engagements

"Q3 2025 was CleanSparks most profitable quarter ever: $198.6M revenue (+91% YoY) $257M net income ($0.90/share) XX% gross margin $377.7M adjusted EBITDA XX EH/s operational hash rate (5.8% of global power) And it did all this without raising equity since 2024funding growth entirely from operations"
X Link @yianisz 2025-10-15T14:29Z 6452 followers, XX engagements

"$IREN proved that miners can become AI landlords. $MARA built the power grid to scale it. One sells GPUs the other owns the megawatts. Lets break down the real race"
X Link @yianisz 2025-10-14T13:04Z 6452 followers, 114.5K engagements

"If you missed the parabolic runs in $NBIS and $IREN - dont worry the next wave of AI-energy winners is forming right now. Track the next breakout plays on my free watchlists"
X Link @yianisz 2025-10-13T12:45Z 6444 followers, XXX engagements

"Everyones focused on GPUs. The real bottleneck is power + land. $IREN just raised $875M in X% convertibles with capped calls set at a XXX% premium. Thats not a weak balance sheet move its a bet on being one of the few players with 2.9GW of secured renewable power and 810MW already running. While most chase chips IREN is quietly turning into an energy-backed AI infrastructure play"
X Link @yianisz 2025-10-09T10:25Z 6452 followers, 35.3K engagements

"Most investors still dont get why $EOSE matters for the AI era. Every new AI data center needs 24/7 powerbut the grid cant handle that demand. Lithium batteries help for a few hours but they overheat degrade fast and depend on China. Eos Znyth Z3 battery is different: Made in the US XXX% safe and non-flammable. Runs for XXX hours without losing capacity. Works in extreme heat or coldno fancy cooling needed. Lasts 20+ years with millions of cycles. This means AI data centers can run nonstop while cutting grid strain and energy costs"
X Link @yianisz 2025-10-10T12:29Z 6452 followers, 42.5K engagements

"If $CLSK were valued like its AI-infrastructure peers it would trade near $40/share a nearly XXX% upside from today. At $XX investors are paying for the Bitcoin operation and getting the AI power grid for free"
X Link @yianisz 2025-10-15T14:29Z 6453 followers, XXX engagements

"The difference is timing. IRENs AI revenue is visible now. MARAs will appear once Exaion integration closes likely in 2026. The market rewards what it can see. But the biggest payoffs come from what it cant yet"
X Link @yianisz 2025-10-14T13:04Z 6452 followers, 5139 engagements

"Lets talk valuation. $IREN trades near 83x EV/EBITDA. $MARA About 9x. Yet MARA generates $1.2B EBITDA controls XX EH/s and holds 50000 BTC. Its Exaion deal gives it a pipeline to AI revenue without issuing new shares. Same megawatts. Half the price"
X Link @yianisz 2025-10-14T13:04Z 6452 followers, 4447 engagements

"@hswinters13 Fair point - timing is everything. If a 2026 Bitcoin bear hits before $MARA lands AI/HPC contracts itll bleed. If it lands them first itll rerate overnight"
X Link @yianisz 2025-10-15T08:15Z 6444 followers, XXX engagements

"$ALAB down XX% on $AMD - Oracle GPU deal fears. AMDs own UALink standard was co-developed with Astera to keep AI infra open not replace it. This looks more like a valuation reset than a thesis break"
X Link @yianisz 2025-10-14T20:21Z 6452 followers, 2753 engagements

"In one line: IF $MARA closes Exaion and lands its first AI contracts its multiple will catch up fast. If not it remains tied to Bitcoins cycle. Thats what makes it an optionality play with asymmetric upside"
X Link @yianisz 2025-10-14T13:04Z 6452 followers, 5265 engagements

"Peers like $IREN and TeraWulf $WULF have already been rewarded for pivoting to AI. Their valuations exploded. $CLSK trades at just 5.5x forward P/S despite XX% projected revenue growth to $1.13B in FY2026. The rerating gap is wide open"
X Link @yianisz 2025-10-15T14:29Z 6453 followers, XXX engagements

"$IREN owns its MWs full vertical stack X GW contracted XXX MW online. $MARA runs an asset-light XXX GW network with $X B liquidity + Exaion HPC (1200 GPUs). Control vs capital two different routes to AI infrastructure scale. The winner is who converts MW to AI revenue fastest"
X Link @yianisz 2025-10-15T06:22Z 6453 followers, XXX engagements

"$EOSE just hit a new 52-week high after announcing a multi-year partnership with Unico to supply advanced DC-to-DC converters boosting Z3 system efficiency and scaling reliability. This deal strengthens its US supply chain and cuts integration bottlenecks ahead of the 2026 profitability target. With XXX% shipment growth a $18.8B pipeline and federal credits worth $90M per line EOSE is no longer speculation its execution in motion. The market is finally catching up to the thesis"
X Link @yianisz 2025-10-08T17:02Z 6452 followers, 2478 engagements

"Both $IREN and $MARA started as Bitcoin miners. Both control massive data-center footprints. Both talk AI. But thats where the similarities end. $IREN went GPU-first. $MARA went grid-first. That single choice is the difference between narrative hype and structural dominance"
X Link @yianisz 2025-10-14T13:04Z 6452 followers, 6151 engagements

"The first AI stock boom was about silicon. $NVDA owned it. The next boom Its about power capacity and contracts the invisible backbone of AI infrastructure. If you missed $CRWV $NBIS and $IREN The next wave is already forming"
X Link @yianisz 2025-10-13T12:45Z 6453 followers, 1975 engagements

"Next its wiring those electrons into AI infrastructure. Partnership with TAE Power Solutions = turning Bitcoins flexible load into grid-stable AI compute. Acquisition of Exaion (EDF subsidiary) = direct access to European Tier-4 GDPR-compliant AI data centers. Thats how a miner becomes an energy landlord"
X Link @yianisz 2025-10-14T13:04Z 6452 followers, 4721 engagements

"Most investors see $EOSE strong bull run as euphoria its actually structural. Short interest still XX% of float but whales are loading long: $2.9M calls at $XXXXX and heavy dark-pool buys near $XX. Institutions also sold $2$5 puts worth $2.8M betting the floor is in. This isnt hype its positioning for a squeeze-plus-re-rating"
X Link @yianisz 2025-10-06T12:56Z 6435 followers, 41.4K engagements

"CleanSpark $CLSK runs XX EH/s owns X GW+ of power and mines Bitcoin at half the industry cost. Its already profitable self-funded and AI-ready yet valued XX% below peers like $IREN and $WULF. The setup before the next move"
X Link @yianisz 2025-10-15T14:29Z 6452 followers, 1385 engagements

"But heres where it gets interesting CleanSpark isnt only mining Bitcoin. Its quietly positioned to become a US digital power utility able to redirect its X GW capacity toward AI and HPC workloads as economics shift. The infrastructure is already built"
X Link @yianisz 2025-10-15T14:29Z 6452 followers, XX engagements

"$MARA The Sleeping Giant XXX GW of capacity at $0.04/kWh $5B+ in liquidity Acquired EDFs Exaion HPC unit (1200 GPUs enterprise clients) If MARA lands AI contracts it can re-rate overnight"
X Link @yianisz 2025-10-13T12:45Z 6453 followers, 11.9K engagements

"$WULF The Google-Backed Player TeraWulf just secured XXX MW of AI hosting deals with Fluidstack backed by Googles $1.8B guarantee and 10-year payments. Its powered by hydro + nuclear energy at $0.04/kWh ultra-cheap zero-carbon and built for GPUs. WULF isnt just mining Bitcoin anymore. Its selling power to the AI boom"
X Link @yianisz 2025-10-13T12:45Z 6449 followers, XXX engagements

"The $VIX jumped XX% after Trumps new tariffs but thats not necessarily bearish. Investors are hedging not panicking. Theyre buying volatility to protect positions not dumping stocks. Historically sharp VIX jumps often mark short-term bottoms as fear peaks and opportunity returns. Volatility up today opportunity tomorrow"
X Link @yianisz 2025-10-11T14:16Z 6452 followers, 2118 engagements

"AI data centers are starving for power. Hyperscalers cant build fast enough. $CLSK's sites spread across Georgia Tennessee and Wyoming sit right next to utility substations with high cooling density. When GPU economics make sense these sites can flip in months not years"
X Link @yianisz 2025-10-15T14:29Z 6453 followers, XXX engagements

"Catalysts to watch: Named AI contracts (instant re-ratings) GPU partnership news (Nvidia AMD hyperscalers) Separate HPC revenue lines in filings Sovereign AI or government hosting deals Each one reclassifies a miner into an AI infrastructure stock"
X Link @yianisz 2025-10-13T12:45Z 6453 followers, 1360 engagements

"This isnt a crypto story anymore. Its an energy story and energy is the new currency of AI. CleanSpark converts electricity into digital value with unmatched efficiency. Thats why its quietly morphing into the backbone of decentralized compute while still printing cash"
X Link @yianisz 2025-10-15T14:29Z 6452 followers, XXX engagements

"Ameriprise downgrades $AMD to Hold. The Street still pins a mean target at $XXXXXX versus price near $XXXXXX. That gap signals visibility risk; when targets stay high but ratings slip the next move is often estimate cuts not breakouts"
X Link @yianisz 2025-09-29T16:56Z 5926 followers, 1637 engagements

"Leading the charge is $IREN the blueprint. It runs over XXX MW of capacity expanding toward XXX GW. But what triggered its breakout wasnt power it was proof. It deployed NVIDIA H100s signed AI cloud contracts and started earning recurring GPU revenue"
X Link @yianisz 2025-10-13T12:45Z 6452 followers, XXX engagements

"$EOSE is the overlooked AI power trade. +15% and just getting started. AI data centers will push global power demand to 4x. Capital crowds chips; grid-scale storage with full order books is the bottleneck and the margin lever"
X Link @yianisz 2025-10-13T14:07Z 6452 followers, 3576 engagements

"I keep getting messages to sell $NBIS. Let me remind you were still early. Most investors are trading headlines. Im tracking capacity-to-ARR conversion the single metric that actually prices Nebius future. Each MW of Nebius AI power generates $5M in recurring revenue. For context: $430M ARR / XXX MW (connected) = $2M/MW. But only 100175 MW are active $2.5$4.3M/MW. So $5M/MW isnt hype = its the forward run-rate once utilization + pricing mature. Theyve already secured 1000 MW+ for 2026. $47B ARR potential 57x ARR = $2049B EV Scale to X GW by 202829 and youre talking $914B ARR $6398B EV. Add"
X Link @yianisz 2025-10-13T16:27Z 6452 followers, 9901 engagements

"I know some of you are tempted to trim or sell $NBIS after this explosive run past $XXX Heres what you need to know: Nebius isnt just another GPU rental shop. The $19B $MSFT deal validates a vertically integrated model: custom servers power arbitrage and a full-stack AI platform with embedded software margins. Wall Street still values $NBIS like a neocloud peer $CRWV but the efficiency gap is massive. Every MW Nebius energizes drives more ARR at lower cost. This is why $XXX isnt an exit signal. Its the start of a structural re-rating. My view: $200+ is where scale and efficiency converge"
X Link @yianisz 2025-10-03T16:29Z 6452 followers, 20.3K engagements

"That visibility changed everything. IREN went from Bitcoin miner to AI data-center stock. Wall Street could finally model its cash flows. Thats why it re-rated 10x. It monetized power not just owned it"
X Link @yianisz 2025-10-13T12:45Z 6444 followers, XXX engagements

"Now a second wave is forming. And this is where the real opportunity lies. - Marathon Digital $MARA - Applied Digital $APLD - TeraWulf $WULF all racing to replicate the $IREN playbook at scale"
X Link @yianisz 2025-10-13T12:45Z 6445 followers, XXX engagements

"@FralsarenK @ShayneOnChayne Totally agree $CLSK offers better risk/reward but this isnt a zero-sum game. Each stock has its own catalysts and playbook"
X Link @yianisz 2025-10-15T06:31Z 6452 followers, XXX engagements

"$APLD The Execution Leader XXX MW live expanding to XXX MW+ Hosting NVIDIA H100 clusters with real AI-cloud revenue $75M Together AI deal already paying $5B Macquarie JV + NVIDIA backing Built in North Dakota XXXX PUE free cooling low-cost power and high-margin efficiency"
X Link @yianisz 2025-10-13T12:45Z 6449 followers, XXX engagements

"$IREN already earns from GPUs. $MARA is building the grid to power them cheaper. IRENs moat: hardware and contracts. MARAs moat: energy control load flexibility and sovereign infrastructure through EDFs Exaion. One monetizes the AI wave. The other will power it"
X Link @yianisz 2025-10-14T13:04Z 6452 followers, 4602 engagements

"Selling the non-core assets too early would be a mistake. $NBIS doesnt have a dilution problem it has an optionality advantage. Avride ClickHouse Toloka these arent distractions. Theyre asymmetric levers on future AI adjacencies (autonomy data infra software). As long as Nebius is capitalizing expansion through debt at XXXXX% while keeping equity tight theres zero need to liquidate long-duration assets with compounding potential. This isnt a clean-up story. Its a platform story. And platforms dont trim they compound"
X Link @yianisz 2025-10-05T07:25Z 5999 followers, XXX engagements

"$MARAs approach is slower but deeper. Its quietly built XXX GW of owned power capacity XX% fully operated at just $0.04/kWh. Thats some of the cheapest large-scale power in North America. While others rent GPUs $MARA owns the electrons"
X Link @yianisz 2025-10-14T13:04Z 6452 followers, 5996 engagements

"Most miners survive by diluting shareholders. $CLSK compounds through cash flow. It now holds 12703 Bitcoin ($1.5B) and $34.6M cash with total debt of $820M in a X% convertible note. Working capital: $933M. Thats a fortress balance sheet for a mid-cap"
X Link @yianisz 2025-10-15T14:29Z 6448 followers, XXX engagements

"$AMD AMD unveiled Helios an open rack-scale AI platform built with $META's ORW standard combining AMDs GPUs CPUs and networking into a full AI infrastructure solution. Most headlines will focus on the tech but the real story is what investors are not pricing in: AMD moved from a chip supplier to a full-stack AI infrastructure leader. That shift could unlock enormous long-term value yet the market still values AMD like a component vendor not a platform company"
X Link @yianisz 2025-10-14T14:00Z 6451 followers, 2138 engagements

"$EOSE slid X% after its S-3 filing for 7.3M shares. This isnt a fresh cash raise these are warrant resales from its SPAC legacy. - Real dilution risk = XXX% - Company only benefits if $XXXXX warrants are exercised ($84M potential inflow) - Already secured $300M financing + DOE loan So why the drop Traders fear near-term supply overhang after a big rally. Bigger picture: Eos has $19B pipeline reaffirmed XX guidance and enough liquidity to scale. Execution on backlog matters far more than a modest filing overhang"
X Link @yianisz 2025-10-03T06:57Z 5905 followers, 14K engagements

"$IRENs playbook was speed. It bought thousands of NVIDIA H100s signed multi-year AI cloud contracts and showed the market real GPU revenue. Result Instant validation. The stock re-rated from miner multiple to AI multiple. Proof Potential"
X Link @yianisz 2025-10-14T13:04Z 6453 followers, 5541 engagements

"AIs growth is hitting a wall not of compute but electricity. Model training and inference are outpacing what the grid can deliver. The next constraint isnt chips. A quiet revolution is happening. Bitcoin miners once dismissed as pure speculators are repurposing their vast energy grids into AI data centers. These are the AI-Ready Infrastructure Miners. Their power is already wired cooled and ready to host GPUs"
X Link @yianisz 2025-10-13T12:45Z 6452 followers, XXX engagements