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@edge_of_power Edge Of Power
Edge Of Power posts on X about $iren, $cifr, ai, $crwv the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours.
Engagements: XXXXXX #
- X Week XXXXXX -XX%
- X Month XXXXXXX +93%
Mentions: XX #
- X Week XX -XX%
- X Month XXX -XXXX%
Followers: XXXXX #
- X Week XXXXX +8.40%
- X Month XXXXX +76%
CreatorRank: XXXXXXX #
Social Influence
Social category influence stocks #3165 technology brands XXXXX% finance XXXXX% countries XXXX% automotive brands XXXX% cryptocurrencies XXXX% products XXXX%
Social topic influence $iren #14, $cifr #6, ai 9.8%, $crwv #93, $nvda #420, $orcl #69, debt #274, microsoft #1003, $msft #111, open ai #623
Top accounts mentioned or mentioned by @mrknowtalk @maobaobaomby @mart27tan @bigbucks77 @edgeofpower @user889889 @thekamahsutra @hhhypergrowth @mikealfred @cfcstar @tree75769 @atzaran3 @sttomnakstamoto @wealthmatica @babyfolio @theraymyers @howietan88 @james_j_otis @stocktrader989 @jrouldz
Top assets mentioned IREN Limited (IREN) Cipher Mining Inc. Common Stock (CIFR) CoreWeave, Inc. (CRWV) NVIDIA Corp. (NVDA) Oracle Corporation (ORCL) Microsoft Corp. (MSFT) TeraWulf Inc. (WULF) Fermi Inc. Common Stock (FRMI) Credo Technology Group Holding Ltd Ordinary Shares (CRDO) Alphabet Inc Class A (GOOGL) Nebius Group N.V. Class A Ordinary Shares (NBIS) Broadcom, Inc. (AVGO) Morgan Stanley (MS) Marvell Technology Inc (MRVL) Taiwan Semiconductor (TSM) Alibaba Group (BABA) Eos Energy Enterprises, Inc. (EOSE) Tesla, Inc. (TSLA) Ondas Holdings Inc. Common Stock (ONDS) Kratos Defense & Security Solutions, Inc. (KTOS) RAI Finance (SOFI) Bitcoin (BTC) Netflix Inc (NFLX) Apple, Inc. (AAPL) BlackBerry Limited (BB) BlackRock Inc (BLK)
Top Social Posts
Top posts by engagements in the last XX hours
"Drone stocks are plummeting every day despite good news and a lot of interest developments: Iron Dome drugs cartels war etc $ONDS -X% received 2nd contract to defend EU airport $RCAT -X% $DPRO -X% $KTOS -3%"
X Link 2025-12-01T20:59Z 1576 followers, 1635 engagements
"$IREN s new $2B financing package marks a major restructuring of its capital stack and a clear signal that the company is preparing for a much larger AI-infrastructure buildout. The company is issuing $1B of 2032 convertible senior notes and another $1B of 2033 notes with an additional $150M upsize option for each tranche. These notes are senior unsecured carry semi-annual interest and include typical conversion and redemption mechanics. In parallel IREN is launching a registered equity offering with proceeds earmarked to retire portions of its 2029 and 2030 convertible notes. This is a"
X Link 2025-12-01T21:48Z 1578 followers, 9760 engagements
"Templum the leading infrastructure provider for private markets and $SOFI opened an exclusive investment window for accredited investors to access Epic Games and Stripe through the Cosmos Fund. It might be very interesting as alternative investments opportunities SOFI is down 1%"
X Link 2025-12-09T13:51Z 1573 followers, XXX engagements
"Either $IREN s construction progress report or $BTC growth brought the stock back to $XX today - the level where the convertible bonds were issued. All miners are up but its unclear how sustainable this rally is. Much will depend on the Fed meeting and Powells overall rhetoric as well as investor sentiment toward infrastructure companies in general. From this perspective IRENs update is very important. Investors are focused on execution. If this place is ready for next generation chips its super cool meaning less Capex in the future"
X Link 2025-12-09T16:38Z 1573 followers, 5430 engagements
"@mrknowtalk Idiots ppl are building the future they invest. How can it be the other way"
X Link 2025-12-10T22:51Z 1573 followers, XX engagements
"$WULF $CIFR Analysis: Fluidstack Google and the AI Infrastructure Arms Race ✅ Fluidstack is reportedly in discussions to raise approximately $XXX million in a funding round that would confer a substantial post-money valuation of $X billion. $GOOG is in talks to participate because Fluidstack is de facto its pet project ✅ Fluidstack operates as Neocloud primarily using advanced NVIDIA GPUs and now Google's TPUsfor top-tier AI labs. Its core value proposition lies in exceptional agility capable of deploying GPU resources far faster than traditional hyperscalers. This hybrid business model with"
X Link 2025-12-05T10:43Z 1604 followers, 1331 engagements
"Comparing $NBIS and $CRWV on financing models the way that short seller do doesnt make sense. CoreWeave finances growth by securitizing capacity against already signed contracts. Nebius does the opposite: it raises capital up front for the full buildout and then fills it with customers. Different risk profile different cost structure different architecture. You cant put them in the same bucket. The funniest part is that over the past two days $CRWV has been climbing on a scale effect pump that started right after they promised to clear delays and finally meet their own trimmed guidance"
X Link 2025-12-06T04:38Z 1606 followers, 4955 engagements
"$IREN $CIFR FT is fuming about power shortages for data centres. Interconnection queues are blowing up projects sit for years and data centers just wait. PJM in Virginia is already overloaded and thats the most developed region. Developers spam multiple utilities trying to get the lowest price creating phantom data centers and making the queues even worse. Then it gets uglier. Transformer shortages mean lead times are now X to X times longer than in 2020. Gas plants arent any better: large turbines take XXX years to deliver and new gas capacity is up XX percent in four years. Everyone wants"
X Link 2025-12-08T06:44Z 1607 followers, 60.7K engagements
"@MaoBaoBaomby $IREN hit the most fucking unstoppable drain. Only $WULF has turned green today"
X Link 2025-12-10T20:49Z 1604 followers, XXX engagements
"@edzitron Rude and arrogant but nevertheless $AVGO got multiple upgrades. $10B are the peanuts to OpenAI regarding other commitments"
X Link 2025-12-12T08:22Z 1607 followers, 2139 engagements
"BREAKING: China will allocate up to $70B to support its chipmaking industry. One million-dollar question: where exactly do you see $NVDA in this"
X Link 2025-12-12T10:18Z 1607 followers, 1609 engagements
"$FRMI is down XX% after losing its first tenant. Likely a relative positive for $IREN and $CIFR. Same Texas power market but execution and time-to-power matter. If FRMI lost its first tenant customers wont want to wait theyll favor operators with energized proven capacity"
X Link 2025-12-12T13:05Z 1607 followers, 53.6K engagements
"@user889889 Thats what $CIFR is telling: give us your project and well do everything thats needed from scratch. And $FRMI owner is the former energy secretary not your shoeshine boy. Really they could hire our little guys"
X Link 2025-12-12T15:09Z 1604 followers, XXX engagements
"If $ORCL is delaying data center construction and $FRMI is losing customers why is the market punishing the ones who are actually executing on time Looks like the market doesnt give a shit its just selling everything indiscriminately. And @rftylerpage was absolutely right when he said: dont build it yourself just tell us what you need and well do it for you. $IREN could probably share its expertise and become a great contractor for $ORCL. If you cant build it yourself focus on your cloud and hire the people who actually know how to build"
X Link 2025-12-12T17:47Z 1606 followers, XXX engagements
"What do we know for sure about $IREN without going into the weeds or counting toilets in Childress. They clearly have the money to meet their commitments to $MSFT. To keep building beyond that they either need another deal with similar prepayment terms or to move into colocation which they dont want to do or dilution at a much higher stock price say $60+. Since the Microsoft contract is the single most important thing execution has to be flawless. Thats why the market is waiting for earnings. Vertical integration and access to power are great sure but they still need to show how this actually"
X Link 2025-12-12T21:42Z 1607 followers, XXX engagements
"$IREN Having a Big Four auditor: ✅ Can make it easier and potentially cheaper to raise debt or equity capital in the future as banks and investors see lower audit risk. Are we ready for dilution/junk bonds ✅ The previous auditor RCGT had already reported a "material weakness in internal controls" over financial reporting. Bringing in KPMG might intensify the focus on this area. The new more rigorous audit by KPMG may lead to: More material weaknesses being identified in the first year. Changes in accounting practices to align with Big Four standards. Are we ready for a new CFO ✅ The auditor"
X Link 2025-11-29T12:32Z 1590 followers, 25.7K engagements
"$IREN $CIFR Morgan Stanley now projects a XX GW cumulative power shortfall in 2025-28 up from XX GW after revising semiconductor demand higher on the back of stronger Nvidia volumes. $IREN is highlighted as the strongest example of the new neocloud model. The company purchases GPUs or TPUs builds full-stack liquid-cooled infrastructure and leases capacity to hyperscalers under flexible contracts including its 5-year deal with Microsoft. Morgan Stanley calls these locations the lowest execution risk for AI customers and expects their value to rise as the power deficit deepens. Morgan Stanley"
X Link 2025-12-01T15:40Z 1591 followers, 5146 engagements
"@StTomNakstamoto Dilution is the only way to raise capital"
X Link 2025-12-05T07:55Z 1584 followers, XXX engagements
"❗❗❗Netflix agrees to buy Warner Bros studio and streaming business in $83bn deal $NFLX"
X Link 2025-12-05T12:11Z 1584 followers, XXX engagements
"Executives are leaving $AAPL the company has completely lost the AI race and yet the stock still isnt falling. This repeats what happened with BlackBerry. It didnt react immediately to the launch of the iPhone and its sales kept growing for some time. Then everything crashed at once"
X Link 2025-12-07T17:17Z 1592 followers, 2235 engagements
"$CRDO just posted a blowout Q2: $268M revenue industry-leading margins massive TAM expansion. But does $CRDO have room to run from here or is it due for an Astera-style reset My new Substack:"
X Link 2025-12-07T23:26Z 1588 followers, 1074 engagements
"@wealthmatica @babyfolio And what did he do"
X Link 2025-12-07T23:56Z 1592 followers, XX engagements
"Been studying $CRDO for the past X days. At first I thought wow perfect company: XXX% revenue growth XX% margins AI infrastructure winner Then I read the earnings call transcript. Wait. What 😳 Wrote on Friday I'm waiting for $165-170. Today it's already $XXX. Full breakdown in my pinned post why I'm not rushing in 👆"
X Link 2025-12-08T17:28Z 1587 followers, XXX engagements
"Why did folks suddenly start buying $CRWV and why did the stock suddenly return to the level it fell to after earnings The starting point can be considered the companys promise to meet guidance and deal with delays but that didnt solve its debt problem. Then they changed their financing structure and instead of X% on regular bonds started borrowing at XXXX% on convertibles. True this doesnt solve the debt burden problem at all but investors might have liked the new approach. Maybe the market believes that OpenAI will deliver on its promises because compute is a top priority for them. Theyll"
X Link 2025-12-09T19:58Z 1592 followers, XXX engagements
"$TSM reported strong year-over-year growth with JanuaryNovember revenue up XX% to NT$3.47T. November came in mixed +24.5% YoY XXX% MoM Demand remains solid but monthly momentum cooled slightly"
X Link 2025-12-10T07:23Z 1582 followers, XXX engagements
"Alibaba and ByteDance want to make large purchases of H200 chips. I wonder if they've already gotten the green light from the CCP Orders from $BABA alone could improve top line and help $TSM which showed a month-over-month decline today despite YoY growth. $NVDA chips cannot be replaced partly because China has no alternative for memory chips meaning it would take years to create the entire infrastructure. It's obvious that Huang himself considers the gap with Chinese competitors insignificant or something that will level out over time with or without NVDA chips. So the issue of country-level"
X Link 2025-12-10T11:51Z 1588 followers, XXX engagements
"@benitoz ould the post-earnings decline in $CRDO be explained by CPO acceleration fears Despite strong Q2 results the stock sold off in following sessions"
X Link 2025-12-10T12:48Z 1585 followers, XXX engagements
"@mrknowtalk @TheRayMyers The market needs clarity like actual margins and other shit. I dont think they have a bad deal with $MSFT and I understand why mgmt doesnt give updates every week"
X Link 2025-12-10T21:52Z 1590 followers, XXX engagements
"@mrknowtalk @TheRayMyers $WULF is finally showed me the green idk for how long 😁 I saw CEO interview - it was funny: our main task is to please $GOOG . Show shine boy is keeping his head higher than this guy 🤡"
X Link 2025-12-10T21:59Z 1592 followers, XXX engagements
"$IREN The CFO hired in September Anthony Lewis is starting to justify his appointment. ✅ He structured the deal with $MSFT which had already been reviewing $IRENs operations at the time he was appointed. ✅ Under him the zero-coupon convertible issuance happened right after the deal with $MSFT. ✅ Most likely $IREN will now try to place new convertibles at zero as well instead of XXXX% saving a significant amount. ✅ He also brought in $KPMG which is mandatory for companies aiming for multi-billion-dollar transactions. A single KPMG signature can shave off a couple of percentage points when"
X Link 2025-12-02T08:41Z 1594 followers, 24.7K engagements
"The main reason for the decline in $IREN and its younger brother $CIFR is that the market has started looking at the balance sheet. The romantic phase is over and now its day-to-day execution. Time to deliver. In the eyes of hyperscalers $IREN doesnt have real capital yet only youthful enthusiasm. The fact that the company raised convertibles instead of issuing junk bonds like $CIFR is a major success. Goldman Citi and JP Morgan made very good money on IREN but that also signals that large banks believe in the companys business model. Or that we may soon learn about major deals. Its a big"
X Link 2025-12-02T22:55Z 1593 followers, 3189 engagements
"Looking at $CRDO after this monster run. The setup is tricky now: the stock ripped so hard that a pullback into the 165170 zone wouldnt surprise me at all. At the same time $MRVL is grinding higher XX% a week The question is simple: is $CRDO just cooling off or is capital rotating back into the established players like Marvell What keeps me cautious in the short term: the move was vertical liquidity pockets below are untouched no major catalysts in the next few days sellers might defend 185190 on first attempts higher"
X Link 2025-12-05T13:50Z 1594 followers, 2082 engagements
"$IREN $CIFR BlackRock CIO Ben Powell: AI capex deluge is "far from peaking" with hyperscalers acting like it's winner-takes-all. The big companies have only just started dipping their toes into credit markets" Powell says tech giants have "barely tapped capital markets" for AI expansion. We're seeing early innings of a credit-fueled infrastructure boom. Grid operators from US to Middle East scrambling to meet data center power demand that could DOUBLE by 2030 Powell expects "positive surprises driving stocks in the year ahead" for picks and shovels - "whether you're making chips energy all"
X Link 2025-12-08T11:57Z 1594 followers, 13.1K engagements
"$IREN $CIFR Big accounts love to dunk on Bitcoin miners without doing basic homework. That $12.7B debt is a project financing for AI data centers with locked-in contracts from Microsoft hyperscalers and enterprise clients. $IREN didnt borrow billions to YOLO into Bitcointhey secured a $9.7B deal with MSFT to power AI infrastructure. $CIFR and $WULF are dealing with $GOOG $BITF is retrofitting Washington Is it enough"
X Link 2025-12-10T08:32Z 1594 followers, 10.5K engagements
"@jukan05 If Huawei is so close why $BABA wants H200 Probably all infrastructure is made by $NVDA and flipping would cost"
X Link 2025-12-10T16:48Z 1596 followers, XXX engagements
"$IREN $CIFR I asked Anthropic about DC in space thats what he told me"
X Link 2025-12-10T18:53Z 1595 followers, 7906 engagements
"$ORCL fell after earnings and dragged $IREN and $CIFR down. Another bloodbath Q2 Earnings: Strong EPS Beat Overshadowed by Revenue Miss The Numbers: EPS: $XXXX vs $XXXX estimate (+37.97% beat) Revenue: $16.058B vs $16.213B estimate (-0.96% miss) YoY Growth: EPS +53.74% Revenue +14.22% What Happened: Oracle delivered massive earnings leverageprofits jumped XX% while revenue grew just 14%. This suggests strong margin expansion and operational efficiency improvements. However the slight revenue miss ($155M shortfall) spooked investors despite the substantial profit beat. Market Reaction: The"
X Link 2025-12-10T21:13Z 1595 followers, 5730 engagements
"Only $RKLB in green Now its a space data centre stock 🫠"
X Link 2025-12-11T15:04Z 1595 followers, XXX engagements
"This started about a decade ago when Adam Jonas at Morgan Stanley was the first to seriously bake robo-taxis and other speculative narratives into Teslas valuation. Morgan Stanley is Musks core bank and once that framework was legitimized it stuck. His successor is effectively continuing the same playbook recycling forward-dated low-probability ideas to justify present-day multiples"
X Link 2025-12-12T06:40Z 1594 followers, XX engagements
"@zoomyzoomm Kermit the Frog is missing there"
X Link 2025-12-12T12:21Z 1596 followers, XXX engagements
"$IREN $CIFR Microsoft CEO Satya Nadella says AI is putting significant pressure on the U.S. electric grid He noted that the main challenge ahead is the limited availability of grid capacity as data-center energy demand accelerates. Nadella also added that the industry needs to earn the social permission to use energy reflecting rising public scrutiny of large-scale electricity consumption by AI workloads. Bullish for $IREN and $CIFR tho both are tanking today -XX% and -8%. $NBIS -X% Somehow miners are also down despite $BTC +6%"
X Link 2025-12-02T20:57Z 1595 followers, 4598 engagements
"$IREN convertibles are not that cheap. The real price according to Anthropic is 6-13% depending on price action IREN Convertibles: What If Stock Hits $XX Everyones talking about IRENs $2B convertibles with 0.25-1% coupons being expensive debt. But lets run the numbers at $80/share - right below the $XXXXX cap price. The result might surprise you. The Setup: - $2B convertible notes (avg XXXXX% coupon) - Conversion price: $XXXXX - Cap price: $XXXXX (capped calls protect up to here) - Net proceeds after capped calls & fees: $1795M - Stock issued at: $XXXXX What Happens at $80:"
X Link 2025-12-04T22:39Z 1596 followers, 47.6K engagements
"$VST and $TLN are probably at good entry points as theyre down XX% and XX% from ATH. If America needs more energy these companies are simply indispensable. Btw $VST supplies $CIFR sites and is one of its main energy partners while $EOSE performance largely depends on the deal with $TLN"
X Link 2025-12-07T22:18Z 1606 followers, 11.4K engagements
"$CRWV announces $2B Convertible Notes Offering due 2031 with an additional $XXX million option. Interest rate and conversion terms will be determined at pricing. CoreWeave currently carries high-yield debt: XXXXX% Senior Notes due 2030 and XXXXX% Senior Notes due 2031. The key question: can CoreWeave match the terms $IREN recently achieved IREN's convertible notes came at 0.25-1.00% all-in cost backed by their $9.7B Microsoft contract and vertical integration model. The upcoming pricing is critical because it will indicate how the market assesses $CRWV's financial health and the credibility"
X Link 2025-12-08T12:28Z 1598 followers, XXX engagements
"$CRWV calmly weathered the bond placement (-3%) whereas $IREN collapsed by 15%. Maybe its a question of market cap maybe the market positively assessed that CoreWeave started borrowing at significantly lower rates meaning it adopted $IRENs model. Maybe market sentiment is starting to change after a series of forecasts about increased demand for power. Either they figured that OpenAI will definitely fulfill its $16B obligations and priced that in. Optimists write about $IREN consolidating in the $43-46 range but the first point where it needs to hold will be $XX. For $NBIS its $XXX. I also"
X Link 2025-12-08T20:49Z 1599 followers, 2161 engagements
"$IREN $CRWV my thoughts on the converts for Substack. Its all like dating - first they judge you by how you look then by the size of your wallet. Investors want to see balance sheet and positive cash flow. Whoever goes through this process first will become the winner of the AI infra race"
X Link 2025-12-09T22:02Z 1596 followers, 1526 engagements
"I completely agree. You cant buy stocks in hindsight or claim it was obvious. You either ride the paper through all stages or choose less risky assets. I also think that a couple months ago neither $ORCL nor the cosmic odyssey could have stopped $IREN. Nevertheless this is a real test for an investor. Otherwise it makes sense to just buy ETFs. You can be smart in hindsight but you cant go back to the market in a time machine"
X Link 2025-12-11T03:43Z 1602 followers, XXX engagements
"Whats the real risk to $NBIS if OpenAI stumbles Limited but not zero. Heres the nuanced view: X. OpenAI has no direct contractual tie to NBIS NBIS capacity is contracted with $MSFT and $META directly. OpenAI isnt a party to these agreements. While OpenAI is a significant Azure AI customer theyre one workload among many across Microsofts $75B Azure business. X. OpenAI failure wouldnt kill AI infrastructure demand If OpenAI collapses its their problem not Anthropics Googles or Metas. The AI arms race continues Google isnt slowing Gemini development because OpenAI struggles. Microsoft would"
X Link 2025-12-11T07:49Z 1606 followers, XXX engagements
"Today D.A. Davidson has their tech call. Theyre bullish on $NBIS bearish on $CRWV and itll be interesting to hear their take on the sector. So far it looks like Oracle is really into colocation"
X Link 2025-12-11T10:53Z 1606 followers, 4987 engagements
"$IREN $CIFR waiting for a deal"
X Link 2025-12-11T20:20Z 1604 followers, 2321 engagements
"$IREN The real reason behind the SpaceX IPO is falling $TSLA sales. If your cash cow is bleeding you need a new one. And data centers in space of course as one of the main drivers"
X Link 2025-12-12T05:41Z 1606 followers, 1952 engagements
"OpenAIs GPU consumption share doesnt translate into ownership or capex control. Microsoft is the one paying for the Nvidia clusters and deciding how Azure capacity is allocated. OpenAI is a tenant not the infrastructure owner. If OpenAI usage slows MSFT can reassign that compute across Copilot Azure OpenAI enterprise demand internal workloads and other tenants. The bottleneck is building new power and cooling not reallocating GPUs inside existing clusters. And if the OpenAI relationship ever became structurally problematic Microsoft has clear strategic options. They already fund the compute"
X Link 2025-12-12T06:08Z 1596 followers, XXX engagements
"I honestly dont get this at all. Every time Tesla fails they start hyping robotaxis. No one has any clue how much theyd actually make from that theres still no real FSD and now its robots. Whos supposed to buy a humanoid robot for $30k And now weve got data centers in space. Yeah amazing arguments. Elons a genius hell figure it out apparently"
X Link 2025-12-12T07:36Z 1596 followers, XX engagements
"@Agrippa_Inv I was looking at this stock when it tanked under $XX. Prob one of the reasons I passed bc Im invested in $IREN and $CIFR. Thats enough for my ass"
X Link 2025-12-12T14:49Z 1606 followers, XXX engagements
"What happened Why all the energy stocks are down $BE -X% $EOSE -X% $FLNC -X% What am I missing $VRT $LITE - all down 🤯🤯🤯 Are they all somehow $AVGO related"
X Link 2025-12-12T14:55Z 1606 followers, 1569 engagements
"Oracle has pushed back the completion dates for some of the data centers its developing for the artificial intelligence model developer OpenAI to 2028 from 2027 according to people familiar with the work. So its not only debt its execution. Ok $IREN and $CIFR excel in execution but theyre even lower than $ORCL OAI isnt paying ORCL isnt building Fair and square"
X Link 2025-12-12T16:42Z 1607 followers, 5542 engagements
"$IREN $CIFR LMAO - CNBC is turning the Texas data center boom into a complete laughing stock. There are so many interconnection requests that the entire state of Texas doesnt have enough electricity for them. Red-hot Texas is getting so many data center requests that experts see a bubble"
X Link 2025-12-12T20:59Z 1607 followers, 19.2K engagements
"@HhIslandBliss Why do you think its incorrect Are you an insider or are working in $ORCL or building this DC Whats your proof Do you even have a subscription or spend your dough on Tuck You have no fucking facts and jump on me cmon you can do better than this"
X Link 2025-12-12T21:17Z 1596 followers, 1016 engagements
"@MaoBaoBaomby Its extremely bullish but after $CRWV earnings and all these converts ppl dump it and Im afraid we wont see anything before the earnings or the next deal. The deal will come earlier probably this year"
X Link 2025-12-12T21:19Z 1606 followers, XXX engagements
"China dumped $NVDA. Theyre rejecting our chips David Sacks said in an interview on Bloomberg Tech citing an unspecified news article he had seen that day. Apparently they dont want them and I think the reason for that is they want semiconductor independence"
X Link 2025-12-12T21:53Z 1606 followers, 1352 engagements
"@mart27tan I was looking at Micron wanted to sell CSP but sold $NVDA"
X Link 2025-12-12T22:40Z 1596 followers, XX engagements
"Hello my new friend $AVGO 470C Jun27 Also $NVDA 155P Aug26"
X Link 2025-12-12T22:43Z 1606 followers, XXX engagements
"Yes the time when earnings driven by mark-to-market gains on securities could impress the market is over. Now companies have to show real cash flow contract execution uptime and operational discipline. Whats happening with $ORCL and $CRWV is positive on the one hand but on the other hand many people start thinking: if even these monsters cant make it work why would $IREN succeed Thats exactly why expanding analyst coverage is strategically critical for them. All those Cantor valuations are bullshit the market doesnt care about. I remember how they were valuing $RDW at $XX. Bottom line: IR is"
X Link 2025-12-13T14:29Z 1607 followers, XXX engagements