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@Umbisam π°ππ·πΎππΆπ
π°ππ·πΎππΆπ posts on X about $iren, china, $crwv, infrastructure the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours.
Engagements: XXXXXX #
- X Week XXXXXXXXX +6.40%
- X Month XXXXXXXXX +143%
- X Months XXXXXXXXX +35%
- X Year XXXXXXXXXX +49%
Mentions: XXX #
- X Week XXX +13%
- X Month XXX +55%
- X Months XXXXX +0.23%
- X Year XXXXX -XX%
Followers: XXXXXX #
- X Week XXXXXX +5.50%
- X Month XXXXXX +21%
- X Months XXXXXX +44%
- X Year XXXXXX +54%
CreatorRank: XXXXXXX #
Social Influence #
Social category influence stocks #2466 finance XXXX% cryptocurrencies #7961 technology brands XXXX% countries XXXX% travel destinations XXXX% exchanges XXXX% celebrities XXXX% automotive brands XXXX%
Social topic influence $iren #22, china 1.22%, $crwv #15, infrastructure #457, bitcoin #2896, $corz #4, trade war #479, $bkkt #63, mining #456, investment #2936
Top accounts mentioned or mentioned by @thekamahsutra @thebtcminingguy @fransbakker9812 @mcf_dan @pred3500 @lucelex @mikealfred @trailinvest @ericjackson @yungads_ @mcnalliem @gary_pallett @vicvinegar888 @rufflife222 @cazenove_uk @litigious_dulce @elonmusk @grok @bigdegeneth @proof_of_thermo
Top assets mentioned IREN Limited (IREN) CoreWeave, Inc. (CRWV) Bitcoin (BTC) Core Scientific, Inc. Common Stock (CORZ) Bakkt Holdings, Inc. (BKKT) Artificial Intelligence (AI4) Morgan Stanley (MS) Alphabet Inc Class A (GOOGL) Microsoft Corp. (MSFT) MARA Holdings, Inc. (MARA) Galaxy Digital Inc. (GLXY) Cipher Mining Inc. Common Stock (CIFR) Hundred Million (100M) NVIDIA Corp. (NVDA) CLEANSPARK INC (CLSK) Comcast Corporation (CMCSA) Spotify Technology (SPOT) Fermi Inc. Common Stock (FRMI) TeraWulf Inc. (WULF) Goldman Sachs (GS) Rigetti Computing, Inc. Common Stock (RGTI) 286 (286) Advanced Micro Devices (AMD)
Top Social Posts #
Top posts by engagements in the last XX hours
"$IREN Companies are increasingly opting for a co-CEO structure as their operations become expansive diverse and complicated. Notably Oracle Comcast and Spotify have recently appointed joint CEOs to oversee their business operations reflecting the growing trend among high-profile firms to share top leadership roles. Below is a list of companies that have adopted such a structure: Oracle $ORCL Spotify $SPOT COMCAST $CMCSA KKR $KKR IREN $IREN LENNAR $LEN SHARPLINK GAMING $SBET MONSTER BEVERAGE $MNST SERES THERAPEUTICS $MCRB"
X Link @Umbisam 2025-10-06T11:14Z 15.3K followers, 5563 engagements
"$IREN Most Overlooked Forward Looking Value Factor"
X Link @Umbisam 2025-10-07T13:30Z 15.4K followers, 26.7K engagements
"$IREN looking back price target prediction on July X 2025 when Queen trading around $15ish mission accomplished bit ahead of schedule π"
X Link @Umbisam 2025-10-05T13:37Z 15.4K followers, 14.1K engagements
"$IREN JP Morons Highly Successful In Making Tons Of Wrong Relevant Assumptions In Their Income Statement π Revs - AS IF WE STILL RUNNING 10K GPUs . in 2027 π€£ Shares - 242m (vs actual 272m TODAY) = Assuming EPS growth from 2025 to 2027 at +12% per annum is like putting a footnote stating: 'Sorry We Didn't Have Any Time to Work on The Updated Model We Asked Grok v1 to Do That For Us'"
X Link @Umbisam 2025-09-26T11:36Z 15.3K followers, 48.8K engagements
"$IREN Its becoming incrementally clearer to me whats possibly happening and what may keep happening until $CORZ shareholders meeting voting for $CRWV deal (Oct 30). Queens success in business as in the investment world is convincing CORZ shareholders including largest shareholders to vote down CoreWeave offer. Only hope for CoreWeave and its lenders/creditors etc is to push IREN down as much as possible before the voting occurs. As to show CORZs shareholders how risky it is to move on stand-alone. Queens success is most likely or obviously not the only cause for CRWV/CORZ merge to derail but"
X Link @Umbisam 2025-09-30T10:31Z 15.4K followers, 73.3K engagements
"$IREN Beyond the initial 23k GPUs The Queen is actively engaging with existing and prospective customers through site tours technical diligence and commercial negotiations. The British Columbia campuses together with the Horizon X & X data centers under construction in Childress provide capacity for more than 100k GPUs. In addition IRENs 2910 MW secured power and land portfolio offers significant expansion potential which is also the subject of ongoing customer discussions. Our ability to rapidly transition from ASICs to GPUs across our British Columbia campuses and the speed at which were"
X Link @Umbisam 2025-10-07T13:24Z 15.3K followers, 6907 engagements
"$IREN Enjoy π"
X Link @Umbisam 2025-10-07T10:24Z 15.4K followers, 57.1K engagements
"$IREN did my best to counterattack the shorties in last trading minute increasing bid but my poor connection led me buy in AH lol"
X Link @Umbisam 2025-10-08T20:05Z 15.4K followers, 18.7K engagements
"$IREN I see only one bubble"
X Link @Umbisam 2025-10-12T00:07Z 15.4K followers, 15.9K engagements
"$IREN The Nasdaq-100 includes the XXX largest non-financial companies listed on the Nasdaq Stock Market based on market capitalization. To qualify a company must: Be listed on the Nasdaq Global Select or Global Market tiers Be non-financial company (no banks REITs insurers etc.) Have a minimum three months of trading history Meet liquidity requirements (average daily trading volume of at least 200000 shares) Rank in the top XXX by market cap Queen greenflags all criteria. But market cap for now. If China/US trade war settle For context the smallest company currently listed in the Nasdaq-100"
X Link @Umbisam 2025-10-11T00:28Z 15.4K followers, 20.3K engagements
"$IREN Despite the sell-off-the-news at open (congrats to all those buying this hilarious dip) I'm pleased to report that we have successfully flipped $FRMI market cap meantime . and so much rightfully so. We'll see if it holds. I feel it will. Simply put . as Queen deserves it"
X Link @Umbisam 2025-10-07T13:38Z 15.4K followers, 9821 engagements
"$IREN A good coverage on the trade war topic from the Chinese perspective"
X Link @Umbisam 2025-10-12T10:24Z 15.4K followers, 11.5K engagements
"$IREN Cryptominer and AI data center operator TeraWulf is looking to raise $X billion from either the high-yield bond or leveraged loan market. The company's CFO Patrick Fleury told Bloomberg that Morgan Stanley is arranging the potential transaction which could launch next month. The fundraising could be backstopped by Google something that should give the debt a higher rating. Google took a XX% stake in the company earlier this year alongside TeraWulf scoring a deal with AI cloud firm Fluidstack Fluidstack plans to lease 360MW of critical IT load from TeraWulf's Lake Mariner data center"
X Link @Umbisam 2025-09-27T14:42Z 15.3K followers, 11.6K engagements
"$IREN I wonder which company is Kevin talking about here"
X Link @Umbisam 2025-08-30T21:36Z 15.4K followers, 8729 engagements
"$IREN IG debt growth tied to AI so linear across 5yrs Uhmm are JPMorons correct here"
X Link @Umbisam 2025-10-12T23:31Z 15.4K followers, 5933 engagements
"$BKKT Is this all of it Not sure this would deserve an halt but maybe it did"
X Link @Umbisam 2025-10-01T13:58Z 15.3K followers, 10.2K engagements
"$IREN Hi Reggie . despite it all we hope you feeling as good as do π"
X Link @Umbisam 2025-10-06T12:40Z 15.3K followers, 27.7K engagements
"$IREN How I see the kinda Nebius debate playing out in 2026"
X Link @Umbisam 2025-10-07T18:10Z 15.4K followers, 11.2K engagements
"$IREN Highly unlikely maybe impossible certainly unrealistic but technically intriguing"
X Link @Umbisam 2025-10-06T12:18Z 15.4K followers, 47.3K engagements
"$BKKT I now own 25k shares residual cash is shrinking . need to wait CORZ/CORZW deal to fully play out one way or the other as to keep increasing exposure"
X Link @Umbisam 2025-10-07T16:42Z 15.4K followers, 3277 engagements
"$IREN Goldman Sachs Kaplan π"
X Link @Umbisam 2025-10-07T19:50Z 15.3K followers, 3995 engagements
"$IREN Dans today commentary on usuful life of GPUs and on Queens GPUs growth in the hundreds of thousand camp π"
X Link @Umbisam 2025-10-03T21:57Z 15.3K followers, 6830 engagements
"$IREN Iren Limited: An AI Crypto and Cloud Computing Stock Every so often I come across a stock in my research that checks nearly every box I look for: innovation growth strong fundamentals and technical momentum. Iren Limited (IREN) is one of those rare finds. The company sits at the intersection of three of the most exciting technology trends artificial intelligence cryptocurrency and cloud computing while also boasting a top Zacks Rank a reasonable valuation and strong price momentum. While 2025 has been volatile for the stock IREN has proven resilient climbing an impressive 93%"
X Link @Umbisam 2025-08-15T19:21Z 15.4K followers, 33.5K engagements
"$IREN ON A BIBLICAL CRASH BEARS WINNING ITS TRADING NOW TRAGICALLY AH AS ON WEDNESDAY OCT X 2025"
X Link @Umbisam 2025-10-10T21:45Z 15.3K followers, 9454 engagements
"$IREN Data center plan for Campbell County Virginia rejected. Although the request was unanimously recommended for approval by the countys planning commission on October X its board of supervisors voted 5-2 against the proposal. Opposition to the data center proposal has been fierce. Many of the concerns expressed related to the impact on local water and electricity infrastructure and the environment but particular attention was paid to the fact that a data center development would go against planning restrictions called proffers that were imposed on the property by the previous owner"
X Link @Umbisam 2025-10-10T12:42Z 15.4K followers, 11.3K engagements
"$IREN AI Infra bottleneck is coming. AI adoption / AI demand is booming while physical infrastructure cant. Its Dan theory since day one. And itll soon proved exactly right. Stay tuned weve seen nothing to date"
X Link @Umbisam 2025-10-12T22:53Z 15.4K followers, 7101 engagements
"$IREN Microsoft cancels plans for data center in Caledonia Wisconsin. Short-lived plans have been canceled. As reported by local publications including the Milwaukee Journal Sentinel the company has withdrawn the application for "Project Nova" due to community opposition"
X Link @Umbisam 2025-10-10T12:36Z 15.3K followers, 24.9K engagements
"$IREN ATM3 (2025) ANALYSIS I'd like to share some observations on the outcome of ATM3 (2025) based on actual data. The $1B raise took less tha XX months to complete. It's been completed by issuing 66.7mil shares at an average of $15/sh. The achieved result notwithstanding an interim raise of approx $100mil for $6.1/sh back in Apr/May during the Trump Tariffs nightmare window (for 17mil shares sold aka more than XX% of total shares sold). One more comment which is quite interesting to note & underline. If the company had decided to sell overnight the entire raise back in January as someone"
X Link @Umbisam 2025-10-13T14:02Z 15.4K followers, 10.5K engagements
"$IREN needs a further JPMorons downgrade to increase chances to reach $XXX by year end"
X Link @Umbisam 2025-10-06T12:42Z 15.3K followers, 16.6K engagements
"$IREN AI demand spiking"
X Link @Umbisam 2025-10-11T14:07Z 15.3K followers, 6763 engagements
"$BKKT I do believe $XXX is weeks or months away. By year end we should be there or above"
X Link @Umbisam 2025-10-07T16:44Z 15.4K followers, 4041 engagements
"$IREN Morgan Stanley stated in a recent report that the market is severely underestimating a potential major positive catalyst in artificial intelligence (AI) that could emerge in 2026. Morgan Stanley added If the current scaling laws hold the consequences could be seismicshaking asset valuations across the entire AI infrastructure and global supply chain"
X Link @Umbisam 2025-10-10T00:38Z 15.4K followers, 54.2K engagements
"$MARA The Public Utilities Commission of Ohio (PUCO) has rejected a bid from Amazon Google and several other major data center developers to nix American Electric Powers (AEP) recently approved rate structure for the data center sector. The new rate which PUCO approved in July will require new data center customers in Ohio to pay for a portion of their energy requests even if they use less to cover the cost of the infrastructure required to bring electricity to those facilities. AEP introduced the new rate class in an effort to shield other ratepayers from bearing the cost of large data"
X Link @Umbisam 2025-09-08T11:54Z 15.4K followers, 4778 engagements
"$IREN OpenAI and Oracle's Stargate data center in Abilene Texas will eventually house more than 450000 Nvidia GB200 GPUs Larry Ellison has revealed. Oracle founder chairman and CTO Ellison delivered the news during a keynote at the Oracle AI World event in Las Vegas on Tuesday. The Stargate data center will use 1.2GW "enough power for one million four-bedroom homes in the United States" the billionaire said. This seemingly confirms that OpenAI and Oracle will take up all the capacity at the campus which is being constructed by Crusoe and has a stated target capacity of 1.2GW. The first two"
X Link @Umbisam 2025-10-15T09:28Z 15.4K followers, 3116 engagements
"@FloodCapital @RHouseResearch @matthew_sigel your opinion matters a lot for many Im sure"
X Link @Umbisam 2025-10-12T16:58Z 15.4K followers, XXX engagements
"$IREN Dear @elonmusk in the age of AI of xAI find an automatic way this (hopefully) automatic garbage goes directly to Xincinerator"
X Link @Umbisam 2025-10-08T22:47Z 15.3K followers, 14.4K engagements
"$CORZ as I recently said multiple times CRWV offer XXX% hopeless if not raised to 0.200.25 (from 0.1235)"
X Link @Umbisam 2025-10-14T13:51Z 15.4K followers, 4801 engagements
"$IREN This trade war is fake"
X Link @Umbisam 2025-10-10T22:13Z 15.3K followers, 9298 engagements
"$CORZ $CRWV I give now XX% chances this deal is finalized"
X Link @Umbisam 2025-10-07T22:18Z 15.4K followers, 6389 engagements
"$IREN I hope none of our beloved Queens Fam fell into whales several traps today. Hodl tight or buy the dip(s) are the only working & successful strategies"
X Link @Umbisam 2025-10-10T20:20Z 15.4K followers, 25K engagements
"I like MIKE"
X Link @Umbisam 2025-10-11T17:33Z 15.4K followers, 12.6K engagements
"$IREN I endorse Colin"
X Link @Umbisam 2025-10-11T17:45Z 15.3K followers, 11.7K engagements
"$IREN Congrats to Bernstein. This chart is finally somewhat closer to the truth. I've seen so many misleading 'researches' & fake 'data' on this topic that am glad seeing Bernstein getting it (fundamentally) right"
X Link @Umbisam 2025-10-10T13:08Z 15.4K followers, 52K engagements
"$IREN Im not selling a share to you"
X Link @Umbisam 2025-10-11T17:32Z 15.3K followers, 10.9K engagements
"$IREN shares outstanding as of Oct X 2025: 281.145k"
X Link @Umbisam 2025-10-07T21:45Z 15.4K followers, 13.2K engagements
"$IREN Noice π«Άβ₯π«Ά"
X Link @Umbisam 2025-10-14T17:24Z 15.4K followers, 11.8K engagements
"$IREN Lazarus Capital lost in the subway anyone around to help him out"
X Link @Umbisam 2025-10-14T17:41Z 15.4K followers, 13.6K engagements
"$IREN Hi Rottenhouse Research after a bit longer than two months maybe time to update your post Mid july when you wrote this beautiful extract CRWV/Queen market cap ratio was 18x not its 5x looking forward to it π"
X Link @Umbisam 2025-10-03T22:20Z 15.3K followers, 9501 engagements
"ππ $IREN . or $BKKT or . $BOTH ππ"
X Link @Umbisam 2025-10-03T10:01Z 15.4K followers, 34K engagements
"$IREN Queens Shares Scarcer Than Bitcoin"
X Link @Umbisam 2025-10-07T21:50Z 15.4K followers, 4224 engagements
"$IREN BACK TO NORMAL π"
X Link @Umbisam 2025-10-13T00:03Z 15.4K followers, 57.6K engagements
"$IREN Probably Nothing"
X Link @Umbisam 2025-10-09T21:42Z 15.4K followers, 94.4K engagements
"$IREN This one of the (many) reasons I prefer THE QUEEN over $GLXY. I like who does one job at 'excellence' levels than those who do ten jobs at average levels. Crypto investment company Galaxy Digital is diving head first into consumer finance launching a digital platform with cash deposit accounts stockbrokerage and crypto trading"
X Link @Umbisam 2025-10-06T11:23Z 15.3K followers, 7328 engagements
"$IREN If anyone interested in the real motivation of the RECENT BIRTH of @RHouseResearch otherwise known as RottenHouse ShittyResearch just ask Grok. Easy - so easy - to spot"
X Link @Umbisam 2025-10-03T22:56Z 15.3K followers, 5651 engagements
"$IREN Schneider Chairman on energy & data centers"
X Link @Umbisam 2025-10-05T23:27Z 15.4K followers, 6412 engagements
"$IREN announces a convert which will prob raise up to $1.5b at closing including option. It will be hugely over-subscribed. Maybe even 8x10x (considering outstanding are trading 3x nominal). Meantime 2025 ATM is over. The entire $1b has been raised (possibly this morning at open the last shares were sold). This 2025 ATM has been handled perfectly in my opinion. Best of all. Congrats π«Άπ«Ά Hence it is now time to expect more GPUs announced as acquired maybe later this week or next week. Would guess +25k GPUs. If not +30k. Maybe even 37k. To round up Queens owned GPU offering to 60k. Annual AI"
X Link @Umbisam 2025-10-07T20:43Z 15.4K followers, 182.1K engagements
"$IREN Oracle has unveiled the Oracle Cloud Infrastructure (OCI) Zettascale10 AI supercomputer. The Zettascale10 supercomputer is comprised of hundreds of thousands of Nvidia GPUs across multiple data centers to form multi-gigawatt clusters. According to Oracle this can reach up to XX zettaflops of peak AI performance (typically either FP8 or FP16). It will be available in the second half of 2026. The cloud company claims it will be the largest AI supercomputer in the cloud. The Zettascale10 is built on Oracle's Acceleron RoCE networking infrastructure and uses Nvidia AI infrastructure which"
X Link @Umbisam 2025-10-15T09:33Z 15.4K followers, 1894 engagements
"Jim your numbers are apple & oranges the 1250m refers to 23k new gen GPUs (=674/12.4k x 23k) while IREN $500m ARR est keeps into account new & older gen GPUs (aka those actually owned including those bought end of 2023) you should assume based on shared assumptions 500m revs vs 1000m investment (two year payback) if GPUs provide 5y of revs (5y useful life) then third year pays for 5yr expenses incl DC depreciation (useful life 2030y) and 4/5 yrs pay for the profit (IRR=20%) I would cover"
X Link @Umbisam 2025-09-29T23:39Z 15.3K followers, XXX engagements
"$IREN Queen is an hardware company. Hardware is the new software (multiple wise). Software is the old hardware (single digit multiple). I agree. We are entering / living a time where REAL value is MOSTLY in hard assets. This is the disruption of next decade"
X Link @Umbisam 2025-10-08T22:33Z 15.3K followers, 23.5K engagements
"$IREN KPMG: The world continues to face geopolitical tensions and economic uncertainty but KPMGs 11th CEO Outlook shows that leaders are positive if cautious about the future. Despite confidence in the global economy falling to pandemic levels XX percent of CEOs are optimistic about their own organizations prospects and are strongly backing a combination of investment in AI (71 percent) and retaining and retraining of high-potential talent (71 percent) to sustain and fuel future growth. Most CEOs (72 percent) have already adjusted their growth strategies to tackle ongoing interconnected"
X Link @Umbisam 2025-10-12T13:06Z 15.4K followers, 3445 engagements
"$IREN π π (yep two π )"
X Link @Umbisam 2025-10-03T22:01Z 15.3K followers, 4110 engagements
"$IREN I can tell you for sure Queen & Cipher are in-demand even in PIGS area (at least in the I π)"
X Link @Umbisam 2025-10-05T13:44Z 15.3K followers, 12.2K engagements
"this below is $RGTI HQ pretty much the only tangible asset market cap same as $IREN which is overvalued"
X Link @Umbisam 2025-10-04T20:13Z 15.4K followers, 7913 engagements
"$IREN Far more money has been lost by investors preparing for corrections or trying to anticipate corrections than has been lost in the corrections themselves - Peter Lynch"
X Link @Umbisam 2025-10-15T07:52Z 15.4K followers, 2304 engagements
"$IREN Bernstein said that Iren's cash-generative mining business is helping to fund the company's rapid AI expansion projecting its total revenue to rise from $XXX million in 2024 to $XXX billion by 2027 with AI Cloud segment contributing more than half of that total achieving around XX% EBITDA margins"
X Link @Umbisam 2025-10-10T13:11Z 15.3K followers, 7504 engagements
"$IREN Queens Shareholders day to day. Whatever happens. Its irrelevant as they know the end game"
X Link @Umbisam 2025-10-05T20:47Z 15.4K followers, 6173 engagements
"more here π on Chinas export controls vs ban stance"
X Link @Umbisam 2025-10-12T10:16Z 15.3K followers, 1361 engagements
"$IREN Microsoft is forecasting data center constraints through 2026 longer than previously outlined. They are literally turning away Azure customers right now due to lack of capacity"
X Link @Umbisam 2025-10-09T22:08Z 15.4K followers, 53.8K engagements
"$IREN As of September XX 2025 the Companys cash balance was approximately $XXX billion We prob will end this week with well above $2b in the bank. H2 fully funded plus tons of more GPUs fully funded. Great time to be a Queen shortie π"
X Link @Umbisam 2025-10-07T21:13Z 15.4K followers, 15.5K engagements
"$IREN Im XXX% sure we saw the bottom Friday after hours. Blue skies ahead"
X Link @Umbisam 2025-10-12T13:54Z 15.4K followers, 20.4K engagements
"$IREN REMINDER LOL: we have seen this (fake) US/China trade war escalation back in April 2025. Yep Exact Same. Spoor up 20%25% since then"
X Link @Umbisam 2025-10-12T09:33Z 15.4K followers, 8396 engagements
"$IREN Nvidia has announced more than a dozen partners as it looks to prepare the data center industry for 800-volt DC power architectures and rack densities of 1MW. The GPU giant this week said it would unveil specs of the Vera Rubin NVL144 MGX-generation open architecture rack servers. The company is also set to detail ecosystem support for Nvidias Kyber system which connects XXX Rubin Ultra GPUs built to support increasing inference demands. Around XX industry partners are showcasing new silicon components power systems and support for the companys latest 800-volt direct current (VDC) rack"
X Link @Umbisam 2025-10-15T09:39Z 15.4K followers, 1442 engagements
"$IREN Morgan Stanley π As AI solves more problems at lower costs the value of underlying infrastructure could soar"
X Link @Umbisam 2025-10-10T00:35Z 15.4K followers, 72.1K engagements
"$IREN This post may help understand whats happened ie what led China to impose export controls on rare earth (btw not a ban)"
X Link @Umbisam 2025-10-12T10:14Z 15.3K followers, 5274 engagements
"$IREN is seemingly & increasingly becoming an obsessions for peers they prefer to think market is wrong seeing none admitting own mistakes not even a small mistake (let alone a huge one only idiots shift to AI)"
X Link @Umbisam 2025-10-04T18:40Z 15.4K followers, 39.5K engagements
"$BKKT I'm buying the dip"
X Link @Umbisam 2025-10-07T16:39Z 15.4K followers, 7108 engagements
"$IREN My take on this matter something Ive been working the weekend on. Asked Grok to revise my english. ** Why the AI Boom Isn't a Bubble: Lessons from the Dot-Com Era and the Power of Tangible Investments ** In the cacophony of market pundits and skeptics a familiar refrain echoes: "This AI frenzy is just like the dot-com bubble of 2000a house of cards built on hype destined to collapse." They point to soaring stock prices trillion-dollar valuations and a rush of investor enthusiasm as harbingers of doom evoking memories of Pets/com and Webvan those fleeting darlings that vanished in a puff"
X Link @Umbisam 2025-10-06T23:31Z 15.4K followers, 60.3K engagements
"$BKKT Total outstanding shares 16mil. Scarcity is playing & will keep playing a huge role"
X Link @Umbisam 2025-09-30T14:03Z 15.3K followers, 8327 engagements
"$IREN The HILARIOUS Oracle $100m loss story has spread out to scare people out of best stonks as to grab them at discount. GPU's revs ramp up is always gradual before getting steady once at regime while depreciation isn't. Depreciation is on a straight-line basis (total capex / exp'ed usuful life). This dynamic is super common in capital intensive sectors like AI Cloud Infra where upfront investments create accounting headwinds before revenues catch up generating the classic J stick in profitability. In pills buy opp (for those still liquid)"
X Link @Umbisam 2025-10-07T16:18Z 15.4K followers, 9037 engagements
"$IREN I would suggest Queens Team to halt selling BTC for a few days. Iren has plenty of cash now we can HODL for one or two weeks until Trump & China fight is over. It will by Nov X deadline. No need to gift out BTCs meantime. @danroberts0101 @mikealfred"
X Link @Umbisam 2025-10-10T21:29Z 15.4K followers, 9743 engagements
"$GLXY Raises Funds Management Sells Shares Galaxy Digital Holdings Ltd. - Galaxy Announces $XXX Million Strategic Investment from a Leading Asset Management Firm"
X Link @Umbisam 2025-10-12T13:28Z 15.4K followers, 1618 engagements
"$IREN AMD up XX% on 6GW OpenAI chip supply deal. If someone still missing what's happening in the AI infra space across the entire value chain better go take a breather in the park"
X Link @Umbisam 2025-10-06T12:08Z 15.4K followers, 14.8K engagements
"$IREN Current Large Load Interconnection Queue - ERCOT as of Aug XX 2025 released Sept XX 2025 PS Vast majority for 2029/2030"
X Link @Umbisam 2025-10-03T14:40Z 15.3K followers, 10.7K engagements
"$IREN Hi Fam Maybe Worth A Look π"
X Link @Umbisam 2025-10-05T19:55Z 15.4K followers, 120K engagements
"$IREN Its time for $NVDA to step up & buy a min $500m Queens stake (3%). Otherwise Queen better buy $AMD chips. @nvidia"
X Link @Umbisam 2025-10-08T00:43Z 15.4K followers, 11.2K engagements
"$CORZ $CRWV I reiterate the below increasingly convinced this deal is really hopeless otherwise. If anything I do now believe the range has moved up to AT LEAST XXXX ie. must be XXXX potentially closer to XXXX (aka 2x in-place Offer = 0.1235) to get CORZ shareholders support. This is why I'm STILL holding tight on my CORZ & CORZW positions. Story isn't over yet. Am expecting endgame to play out very differently"
X Link @Umbisam 2025-10-07T14:45Z 15.4K followers, 10K engagements
"$IREN Let me introduce you to another funny genius who missed the AI infra train while trying to throw yourself off of it"
X Link @Umbisam 2025-10-13T21:50Z 15.4K followers, 12.4K engagements
"$IREN this is first time ever I strongly feel Queens flywheel is starting to kicking in. I did see it coming however now I see it coming sooner than even I originally thought. #RoadTo500"
X Link @Umbisam 2025-10-09T13:21Z 15.3K followers, 28.6K engagements
"$IREN Bernstein framed bitcoin miners as bridging two compute economies volatile bitcoin mining and stable AI infrastructure hosting. Bernstein expects Iren's AI & power assets to represent about XX% of its enterprise value by 2027 compared to just XX% from its bitcoin mining business amid a potential re-rating as miners reposition from bitcoin production toward high-margin data center operations"
X Link @Umbisam 2025-10-10T13:13Z 15.4K followers, 1990 engagements
"$CORZ POLL Assume Core S. shareholders vote CRWV deal down. Stonk"
X Link @Umbisam 2025-10-13T22:41Z 15.4K followers, 4597 engagements
"$IREN I dont think this is true. Market isnt broken Mr Market is slow. It follows analysts & consensus. When all of sudden it realizes it was wrong it tries to catch up. CIFR was $XX in Q3 2021. Its up XX% since then ie in four years. With higher visibility on future revenues & much lower risks since then"
X Link @Umbisam 2025-10-08T23:10Z 15.4K followers, 33K engagements
"$IREN $CORZ $CRWV"
X Link @Umbisam 2025-09-30T14:10Z 15.4K followers, 16.4K engagements
"$IREN Reggie asked a pic to Dan Dan was generously willing to concede. #JPMorons"
X Link @Umbisam 2025-10-03T16:37Z 15.3K followers, 9674 engagements
"$IREN I totally agree with Dan Ives here. This is a 1996 moment for AI. Not 1999. Take a listen"
X Link @Umbisam 2025-10-06T21:23Z 15.4K followers, 235.6K engagements
"$IREN This π explained in a chart"
X Link @Umbisam 2025-10-07T00:42Z 15.4K followers, 35.7K engagements
"$IREN It's rare when a stock receives a more-than XXX% price-target increase; it's even much rarer when this occurs twice on the same day"
X Link @Umbisam 2025-10-14T23:12Z 15.4K followers, 11.2K engagements
"@RHouseResearch you have to learn how to look beyond your nose you will eventually after piling up on losses"
X Link @Umbisam 2025-10-15T08:02Z 15.4K followers, X engagements
"$IREN Trump on China Trade War: the meeting with Xi isnt cancelled we have time til Nov 1st to settle"
X Link @Umbisam 2025-10-10T22:11Z 15.4K followers, 55.8K engagements
"$IREN Jim still doesnt fundamentally understand the different economics between Vertical Integrated Cloud Providers and Hosted Cloud Providers. he doesnt understand the reasons why CRWV is desperate in trying to buy CORZ (and why they wont succeed - most likely - without an upgraded offer) he doesnt understand the basics after a month studying & bashing the Queen from bottom up from right to left would you invest in any of his funds"
X Link @Umbisam 2025-10-14T22:41Z 15.4K followers, 9992 engagements
"@CryptoCaveMan24 $SU"
X Link @Umbisam 2025-10-06T11:00Z 15.4K followers, XXX engagements
"$IREN I'm expecting more analysts revisions coming we've had only a few so far. We'll see if anyone else will join JPMorons and try & help CoreWeave/CORZ deal in coming weeks"
X Link @Umbisam 2025-10-07T14:27Z 15.4K followers, 11.2K engagements
"$IREN reiterate what I said before Trump reaction overly stretched to let inner circle make some easy money. Trade war the tool"
X Link @Umbisam 2025-10-12T09:14Z 15.4K followers, 9841 engagements
"$IREN it seems quite impossible to date $CORZ shareholders will approve the CoreWeave merger at month end. Queen Cipher ATHs and a few others @ 52w highs are tough to hide and let go unnoticed. Is $CRWV about to sweeten the Offer up JP Morons tried & came to rescue it didn't work very nicely. I didn't work at all actually. A bunch of corrupted kids releasing a short report before CORZ sh's meeting maybe who knows we'll see. It would not work anyway. My take is that Offer must be enhanced significantly for a chance to get going"
X Link @Umbisam 2025-10-03T17:27Z 15.4K followers, 8787 engagements
"$IREN Price is what you pay value is what you get - Warren Buffett Yep Queens share price has materially appreciated however its intrinsic value has significantly grown and - most importantly - will continue to grow at even a faster rate going forward. Much clearer long term strategy also. And lots of hidden treasuries"
X Link @Umbisam 2025-10-15T07:57Z 15.4K followers, 4510 engagements
"$IREN Arete rolled out coverage on the bitcoin miners with Buy ratings on IREN Riot Platforms (RIOT) and Cipher Mining (CIFR). The firm put a $XX price target on IREN $XX target on Riot and $XX target on Cipher. Demand from artificial intelligence computing provides long-term opportunities the analyst tells investors in a research note. Arete sees IREN benefitting from self-funding its data center construction and upgrading its bitcoin mining fleet. Riot reaching $2.3B of recurring EBITDA by 2031 from two high performance data centers on a co-location rental model and Cipher offering a"
X Link @Umbisam 2025-09-24T11:45Z 15.4K followers, 10.6K engagements
"$CLSK shifting to AI with which credibility π"
X Link @Umbisam 2025-10-04T23:17Z 15.3K followers, 9082 engagements
"$IREN Fermi America the company developing the 11GW HyperGrid AI data center campus in Amarillo Texas has raised $XXX million as part of a Series C equity funding round led by Macquarie Group. In addition the data center developer secured a $250m senior loan facility funded solely by Macquaries commodities and global markets business with $100m drawn at close. Macquaries leadership in both our Series C and senior loan facility underscores their conviction that our speed of execution is based on our teams experience in real-time power generation and construction said Fermi America co-founder &"
X Link @Umbisam 2025-09-01T13:27Z 15.4K followers, 2712 engagements
"maybe you did maybe you didnt as claimed at a profit what we know for sure is that your followers were pumped into LUNA and you never told them you sold at those prices I dont care if you gained or lost I care tour followers to pay close attention to you & your recommendations"
X Link @Umbisam 2025-10-12T17:46Z 15.4K followers, XXX engagements
"$IREN AI research and product company Zyphra has signed a multi-year agreement with IBM for access to a cloud-based GPU cluster. The cluster - accessed via IBM Cloud - is described as large and comprised of AMD Instinct MI300X GPUs. The number of GPUs in the cluster has not been shared. Zyphra will use the compute to train "frontier" multimodal foundation models including language vision and audio modalities for its Maia agent. According to IBM it is the largest such deal for an AMD stack on IBM Cloud"
X Link @Umbisam 2025-10-07T13:54Z 15.3K followers, 4490 engagements
"$IREN China Spokesperson of the Ministry of Commerce: I would like to emphasize that Chinas export controls do not amount to an export ban. As long as exports are for civilian use and meet compliance requirements such applications will be approved and relevant enterprises have no cause for concern. The Chinese government will as always work together with all countries to firmly safeguard world peace and regional stability and to jointly ensure the stability of global industrial and supply chains"
X Link @Umbisam 2025-10-12T13:26Z 15.4K followers, 30.2K engagements
"@RHouseResearch Queen will eat Coreweave lunch in a couple of years at latest. Your loved one controls (part of) last mile (and for now). We do control the entire journey. Good luck"
X Link @Umbisam 2025-10-09T13:26Z 15.4K followers, 1122 engagements
"$IREN Beside technical sales (for upcoming note holders delta hedging) Queen's strength is proving as rock solid as lately ever. Queen's Fam is buying the technical dip while not selling a single f. share. Am reiterating this. Queen's shares are increasingly becoming as scarce as BTC . if not more π"
X Link @Umbisam 2025-10-08T17:31Z 15.4K followers, 10.9K engagements
"$IREN Since The Beginning Of The BTC Bull Market (Jan 2023) QUEEN +2346% πΈ CIFR +1440% BTC +562% CLSK +389% MARA +343% RIOT +282% BTDR +36%"
X Link @Umbisam 2025-09-02T21:45Z 15.4K followers, 7224 engagements
"buying $WTI (3x levered certificates)"
X Link @Umbisam 2025-10-10T18:42Z 15.4K followers, 3316 engagements
"$IREN NBIS CEO commentary in summary: - Nebius positions itself as a full-stack AI infrastructure provider offering hardware software and services for AI engineers to build applications without managing integrations. - The company aims to become the AWS of AI by focusing on specialized flexible compute solutions rather than commoditized offerings. - Nebius differentiates from other neo-cloud players like CoreWeave by being a comprehensive provider rather than just bare metal or software layers. - Hyperscalers like Microsoft are primary competitors not other neo-clouds due to their"
X Link @Umbisam 2025-10-10T13:55Z 15.4K followers, 12.9K engagements
"@the_real_VdB $BKKT π"
X Link @Umbisam 2025-10-07T17:16Z 15.3K followers, 1053 engagements
"$IREN Mizuho Securities Analysts Assigned a Buy Rating on The Queen Today and Set a Price Target of $75.00"
X Link @Umbisam 2025-09-25T13:04Z 15.4K followers, 40.3K engagements
"$IREN Reality: not possible to survive a trade war itd cause a severe global recession. An agreement is granted. Relax & enjoy a walk in the park. Happy Sunday to all. Including Queens Fam"
X Link @Umbisam 2025-10-12T01:29Z 15.3K followers, 10.6K engagements
"$IREN I think betting in the Queen today is like betting in Tesla in 2018 early 2019"
X Link @Umbisam 2025-10-12T14:54Z 15.4K followers, 7351 engagements
"Bitcoin Oct 2025 Mining Rewards Estimate as of End of Oct 6th 2025 Top Three BTC Miners $IREN XXX BTC $CLSK XXX BTC $MARA XXX BTC"
X Link @Umbisam 2025-10-07T13:14Z 15.3K followers, 5022 engagements
"All 'treasuries' will fall eventually below X mNAV long term"
X Link @Umbisam 2025-10-14T10:34Z 15.4K followers, 7342 engagements
"$IREN I feel so sorry for those who couldnt stand the pressure or were on margins or were anyway forced to exit. $XX move in minutes on fake classic whales games"
X Link @Umbisam 2025-10-10T22:22Z 15.4K followers, 34.7K engagements
"$IREN I rarely agree with this account. This is one of those times"
X Link @Umbisam 2025-10-12T19:01Z 15.4K followers, 20.8K engagements
"$IREN very well written comprehensive up to date article on the Queen suggest a read"
X Link @Umbisam 2025-10-06T11:45Z 15.3K followers, 20.1K engagements
"$IREN One of the potential #RoadTo500 pathways "
X Link @Umbisam 2025-10-07T12:21Z 15.4K followers, 25.4K engagements
"$IREN Investment Thesis Update: The Institutional Awakening and the Road to $XXX Phase 1: Achieving Book Value ($5 $15) This initial move reflected the markets overdue recognition of IRENs tangible assets: its power infrastructure strategic land holdings existing data centre shells and high-efficiency Bitcoin mining business. Valuation was simply catching up to the physical reality of what the company already owned. Phase 2: The Great ReRating From BTC Miner to Neocloud ($15 $50) This was the pivotal narrative shift. The market began to see IRENs assets not just as mining infrastructure but"
X Link @Umbisam 2025-10-12T22:35Z 15.4K followers, 55.4K engagements
"$IREN Pipeline and Pipedreams Aren't Equal π₯°"
X Link @Umbisam 2025-10-10T13:26Z 15.4K followers, 6984 engagements
"@Wayne8680831649 while helpful US HQ not strictly necessary to get Spoor included other factors are also at play (see Accenture incorporated in Dublin or Garmin in Switzerland in S&P500 despite non-US)"
X Link @Umbisam 2025-10-10T12:26Z 15.4K followers, XXX engagements
"$XRP Crashed from $XXXX to $XXXX in X mins. Tons of folks were wiped out"
X Link @Umbisam 2025-10-10T22:42Z 15.4K followers, 47.4K engagements
"$IREN Analysts at research and brokerage firm Bernstein said bitcoin miners are emerging as unexpected winners in the artificial intelligence infrastructure boom thanks to their access to pre-secured high-density power capacity. In a new report on Friday the analysts led by Gautam Chhugani argued that this power advantage positions miners as critical partners for AI cloud providers who are facing long interconnection delays and rising grid congestion. Among the group Bernstein named the leading public bitcoin miner by market cap IREN as its top pick rating the stock as "outperform" and"
X Link @Umbisam 2025-10-10T13:02Z 15.4K followers, 16.5K engagements
"@oreo22485 market cap $CRWV in 12/18 months"
X Link @Umbisam 2025-10-12T15:56Z 15.4K followers, XXX engagements
"$IREN How I Envisage The #RoadTo500 Process Playing Out: X. Growth (2024/25) X. Accelerated Growth (2026) & Indexes Inclusions X. Cash Flow Flywheel Kicking In (2027/28) X. Visibility on Free Cash Flow Generation (2028/29) X. Buybacks (2029/2030) X. $XXX Price Target Met (When Market Understands & Trusts This Entire Process . Likely Much Sooner @ Phase X or Phase X @ Latest)"
X Link @Umbisam 2025-10-07T12:41Z 15.4K followers, 13.6K engagements