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@AvivArazi Lilโ Mafia | โ๏ธ๐ต ๐ฎLilโ Mafia | โ๏ธ๐ต ๐ฎ posts on X about $iren, $crwv, debt, money the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.
Social category influence stocks XXXXX% finance XXXXX% cryptocurrencies XXXX% technology brands XXXX%
Social topic influence $iren #102, $crwv #68, debt 7.14%, money 7.14%, guess 7.14%, $orcl #242, if you 3.57%, business 3.57%, you dont 3.57%, $67mmw XXXX%
Top accounts mentioned or mentioned by @dollarcostavg @jimcramer @jiahanjimliu @spybear180 @utahpowscott @sgrastar @boringbiz @rjccapital @deepvaluebagger @agrippainv @aleabitoreddit @therocktrading @polymarket @hankbtc1 @lnginvestor @mikealfred @t_tj_3 @hank_btc_1 @edge_of_power @trentbuysvalue
Top assets mentioned IREN Limited (IREN) CoreWeave, Inc. (CRWV) Oracle Corporation (ORCL) Vixco (VIX) NVIDIA (NVIDIA) Alphabet Inc Class A (GOOGL) Nebius Group N.V. Class A Ordinary Shares (NBIS) Eos Energy Enterprises, Inc. (EOSE) Cipher Mining Inc. Common Stock (CIFR) MARA Holdings, Inc. (MARA) TeraWulf Inc. (WULF) Vertiv Holdings Co (VRT) Fluence Energy, Inc. Class A Common Stock (FLNC) Bitcoin (BTC)
Top posts by engagements in the last XX hours
"$IREN LETS EXPLAIN: Imagine you borrowed $XX from someone the deal is: If you dont pay it back They can take XX% of your new business You would rather: Pay back the $XX now So they can NEVER take part of your business later Thats exactly what $IREN did"
X Link 2025-12-01T21:36Z 1187 followers, 76.7K engagements
"@_Sgr_A_Star Of course IREN is viewed as low credit risk"
X Link 2025-12-02T02:11Z 1179 followers, 1010 engagements
"@RJCcapital @jiahanjimliu @DeepValueBagger @Agrippa_Inv @aleabitoreddit Theyre not the same cost you morron $67M/MW = IT load build (the racks liquid cooling electrical distribution) $1416M/MW = includes full facility land substations construction. Youre comparing a component vs the whole datacenter. Theres not a contradiction at all"
X Link 2025-12-04T02:59Z 1180 followers, 1928 engagements
"@DollarCostAvg Bro Las quarter ended September XX 2025 CoreWeave reported net interest expense = US$ 310555000 This is unsustainable"
X Link 2025-12-08T14:44Z 1175 followers, XX engagements
"@jiahanjimliu Exactly. CoreWeave screwed up so badly it made the entire neocloud sector look toxic. Buttttt $IREN looking solid now more than ever"
X Link 2025-12-09T00:35Z 1175 followers, XXX engagements
"Dont forget CoreWeave Is Already Buried in X% Debt On top of the convertibles CoreWeave still pays: XXXX% on one bond XXXX% on another Interest cost is crazy: Over $XXX BILLION per year"
X Link 2025-12-09T15:29Z 1174 followers, 1263 engagements
"@Hank_BTC_1 @LNG_Investor_ @jimcramer Just reality"
X Link 2025-12-09T23:06Z 1175 followers, XX engagements
"Imposible $VIX at $XXXXX its should be at $XX This is unsustainable market has never been more manipulated"
X Link 2025-12-12T16:06Z 1187 followers, XXX engagements
"@spybear180 We will soon be informed of the buyer hope its $NVIDIA OR $GOOGLE"
X Link 2025-12-03T13:30Z 1182 followers, XX engagements
"@utahpowscott Arlington has less shares than @mikealfred haha 39m shares can be bought only by big big big big whale"
X Link 2025-12-03T18:47Z 1182 followers, 2747 engagements
"For every $1000 they lent CoreWeave the lender gets: Formula (Basic): Example: Shares received = $1000 CoreWeaves conversion price = $XXXXXX = XXXXXX shares So if the stock goes to $150: Lender gets XXXXXX shares $XXX = $1391 value in shares Instead of paying $1000 cash + XXXX% interest. That extra $XXX is called the 2530% premium dilution. If CoreWeave trades at $XXX in 2031 the lender WILL take shares not cash because they make more money and CoreWeave is forced to print those shares causing dilution"
X Link 2025-12-09T15:29Z 1182 followers, 1199 engagements
"$IREN Deal Is the Exact Opposite IREN borrowed $2.3B at: XXXX% XXXX% That is basically free money. PLUS they bought a capped call up to $XXXXX which protects shareholders from dilution. PLUS they can choose to repay in cash if they want. PLUS they eliminated old expensive debt (3.25% and 3.50%). PLUS their balance sheet got stronger not weaker. And IREN has NO 2530% dilution premium like CoreWeave. There is NO clause that gives lenders the right to take shares whenever it benefits them There is NO 2530% forced premium There is NO automatic share printing There is NO conversion bomb waiting in"
X Link 2025-12-09T15:29Z 1187 followers, 10.1K engagements
"Here is the $CRWV oficial statement"
X Link 2025-12-09T15:32Z 1182 followers, 1179 engagements
"Gm Remember my quote: ask the lenders Today $CRWV took the Same financing tool (convertible note) totally different risk profile: $IREN gets almost-free money. (1%) CoreWeave has to pay junk-bond rates. (9%) Thats the level @jimcramer"
X Link 2025-12-08T13:14Z 1187 followers, 18.4K engagements
"Like I said in Sunday I hate do do this but I will do this in order to help investors take the best decision for their future prosperity $IREN is the only vertical integrated company and only NEOCLOUD I recommend and now I Will answer this person: CoreWeaves Convertible = A basic Dilution Bomb CoreWeave borrowed $2.25B at XXXX% interest ๐๐๐ AND the lender has a special right: If $CRWV stock goes above $XXXXXX the lender can take shares instead of cash. The lender has the RIGHT to choose shares. CoreWeave cannot block conversion. CoreWeave has forced dilution if the stock rises ๐งต๐"
X Link 2025-12-09T15:29Z 1187 followers, 38.8K engagements
"I know short term people dont get reality. But Oracles $ORCL huge RPO means: 1) demand for compute is exploding 2) hyperscalers cant build fast enough 3) hyperscalers need partners 4) GPU capacity is gold Who builds GPU clusters fastest & cheapest $IREN"
X Link 2025-12-10T21:51Z 1187 followers, 3714 engagements
"Back to Wednesday panic $IREN While retail panicked guess who quietly heavy ๐ loaded up Value Aligned Research Advisors They filed a 13F/A on Dec XX 2025: Position size: 3873337 shares Increase: +18.59% Reported value: $181776000 Value aligned Known for taking high-conviction long term positions never bet against them"
X Link 2025-12-07T15:29Z 1187 followers, 23.2K engagements
"Honest moment. ๐๐ Long-term investors know this feeling that quiet NAUSEA when sentiment gets so negative it makes you question everything. That feeling matters be HONEST It helps us understand where we are in the market cycle. Did you feel it today"
X Link 2025-12-12T19:25Z 1187 followers, XXX engagements
"All of you $NBIS $CIFR $IREN $EOSE $WULF $MARA $BTC $ORCL $VRT $CRWV $FLNC"
X Link 2025-12-12T19:27Z 1186 followers, XXX engagements