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@Agrippa_Inv Avatar @Agrippa_Inv 𝐀𝐠𝐫𝐢𝐩𝐩𝐚 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭𝐬

𝐀𝐠𝐫𝐢𝐩𝐩𝐚 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭𝐬 posts on X about $iren, $nbis, $btc, bitdeer the most. They currently have XXXXXX followers and XX posts still getting attention that total XXXXXXX engagements in the last XX hours.

Engagements: XXXXXXX #

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Mentions: X #

Mentions Line Chart

Followers: XXXXXX #

Followers Line Chart

CreatorRank: XXXXXXX #

CreatorRank Line Chart

Social Influence #

Social category influence stocks #1650 technology brands #6827 cryptocurrencies #332 finance XXXX% automotive brands XXXX%

Social topic influence $iren #22, $nbis #9, $btc #42, bitdeer 5.26%, has been 5.26%, $btdr 5.26%, ai 5.26%, over the 5.26%, $tsla 5.26%, all the XXXX%

Top accounts mentioned or mentioned by @tsuff101 @thekamahsutra @aleabitoreddit @oakenshieldvgx @fransbakker9812 @cazenove_uk @midlevelcruiser @skeptical1704 @peiliu3 @wyattstorch @deepvaluebagger @jiahanjimliu @tweet_tj @pred3500 @thebtcminingguy @btc_bella69420 @closenberger @thereplygui @lazarus_capital @scludweed

Top assets mentioned IREN Limited (IREN) Nebius Group N.V. Class A Ordinary Shares (NBIS) Bitcoin (BTC) Bitdeer Technologies Group (BTDR) Tesla, Inc. (TSLA) CoreWeave, Inc. (CRWV) Microsoft Corp. (MSFT)

Top Social Posts #

Top posts by engagements in the last XX hours

"Ouh man 🤦🏻♂. I rarely read such "smart sounding" bad take. What you are failing to realize (or deliberately avoiding to point out) is that there are X different "orchestrations": Type X is the customer-facing stack: things like Kubernetes/Slurm/Ray model serving MLOps etc. Type X is the provider control plane: think of fleet provisioning isolation firmware/driver lifecycle metering/billing observability quotas/SLAs and incident handling. $IREN explicitly targets large enterprises that bring Type X themselves and usually demand bare-metal so they retain full control and portability. And"
X Link @Agrippa_Inv 2025-10-26T19:45Z 14.8K followers, 314K engagements

"@pei_liu3 @Tsuff101 @midlevelcruiser @Wyatts_Torch @OakenshieldVGX @Tsuff101 has been bearish $IREN / bullish $BTDR since early 2025 since then $IREN has outperformed Bitdeer by a factor of 6x this guy will never learn 😂"
X Link @Agrippa_Inv 2025-10-25T21:35Z 14.1K followers, 4798 engagements

"@Tsuff101 @pei_liu3 @midlevelcruiser @Wyatts_Torch @OakenshieldVGX Dude you can't even differentiate "then" from "than""
X Link @Agrippa_Inv 2025-10-25T22:34Z 14.1K followers, XXX engagements

"LMAO now we know where @aleabitoreddit gets his bad info from 😂 Here is $IREN s most recent GAAP income statement clearly showing AI cloud gross margins of XX% over the quarter ending June XX 2025. Before you ( @grok ) get sassy about depreciation & amortization being excluded from cost of revenues - $NBIS literally does the exact same for its XX% gross margins see X. image showing the P&L of $NBIS. Ouh Grok you need more training 😂"
X Link @Agrippa_Inv 2025-10-27T09:14Z 14.6K followers, 1373 engagements

"Dude. just stop. $IREN s data center depreciation schedule is XX years. That hardly impacts OPEX margins - especially since $IREN s data centers are developed very cost effectively. 🤦🏻♂ The data center depreciation $IREN pays is so minuscule that it hardly impacts margins at all. Here some quick math for you: $IREN ran 1.9k air-cooled GPUs in in Q2 which in total use XXX MW (adjusted for XXX PUE). Lets call it X MW: just to show you how much of a non-factor that is for margins. All-in CAPEX costs for $IREN s BC facilities are $1m / MW. That means X MW cost them $2m in CAPEX. $IREN uses a 20"
X Link @Agrippa_Inv 2025-10-27T10:49Z 14.1K followers, 11.2K engagements

"Highly recommend checking out Antonios new deep-dive on $IREN. Just finished reading it its really well-written. I especially liked the comparison to $TSLA as a fully vertically integrated disruptive tech play. Couldnt agree more with that take. Im currently working on my own $IREN deep-dive. Itll be more concise & easier to read than the AZ report (50 pages) I published late last year with a strong focus on why $IREN is a true disruptor poised to dominate the data center industry. Should be out sometime next week. Once again hats off to Antonio for the great piece and huge thanks for the"
X Link @Agrippa_Inv 2025-07-02T11:16Z 14.8K followers, 43.8K engagements

"Why I Took a Break from X Many of my followers assumed my absence from X over the last couple of months meant I had retired after the massive gains on $IREN a stock Ive been all-in on since last year at a mid single-digit avg. entry price. That couldnt be further from the truth. Most of you know I was working on a new $IREN deep dive in early July. While writing it I realized I wanted to take it to the next level and fell down a rabbit hole that consumed a lot of my time. Hardly anyone publishes single-stock research on hyper-growth names with the rigor and attention to detail needed to truly"
X Link @Agrippa_Inv 2025-10-30T18:05Z 14.8K followers, 132.2K engagements

"$IREN signing a $9.7b cloud contract with $MSFT is a thesis-defining moment for shareholders For the last couple of years doubters have argued that $IREN is just another $BTC miner or in recent months that they cant compete with the likes of $NBIS or $CRWV because they lack "software orchestration". Well it turns out that all of these doubts were severely mis-guided. Investors who did extensive research and analysis of the AI sector understood that it was always just a question of time not merely because $IREN "has the power" but because they have world-class engineers and a one-of-a-kind CTO"
X Link @Agrippa_Inv 2025-11-03T11:31Z 14.8K followers, 135.9K engagements

"@IREN_Ltd @Microsoft Bravo 👏 Truly exceptional execution. From being a small cap $BTC miner that hardly anybody cared for a couple years ago to signing hyperscale cloud contracts. One of the best tech-based growth stories of the last decade 📈"
X Link @Agrippa_Inv 2025-11-03T11:48Z 14.8K followers, 17.9K engagements