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@meridius36 Avatar @meridius36 Meridius

Meridius posts on X about bitcoin, $tgen, infra, nvda the most. They currently have XX followers and X posts still getting attention that total XXXXXX engagements in the last XX hours.

Engagements: XXXXXX #

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Mentions: X #

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Followers: XX #

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Social Influence #

Social category influence cryptocurrencies #743 finance #2300 stocks #2691 technology brands XX% countries XXXXX%

Social topic influence bitcoin #238, $tgen 33.33%, infra 33.33%, nvda #8, $iren #3, $nvda #27, $200m 16.67%, profitable 16.67%, billions 16.67%, $50m XXXXX%

Top assets mentioned Bitcoin (BTC) Iris Energy Limited Ordinary Shares (IREN) NVIDIA Corp. (NVDA)

Top Social Posts #

Top posts by engagements in the last XX hours

"9/ 🧠 The Big Picture: AI = power bottlenecks GPUs = heat problems Data centers = grid-constrained $TGEN = solves both off-grid now This is a picks & shovels play on the thermal side of the AI boom. 📈 Asymmetric Setup: $50M MC TAM in billions (AI cooling clean power) Profitable de-risked tech XX big contracts = re-rating to $200M+ 4x10x potential in next 1224 months"
@meridius36 Avatar @meridius36 on X 2025-07-21 15:39:13 UTC XX followers, XX engagements

"💡 TL;DR: $TGEN makes gas-powered cooling for data centers. No one else in public markets is doing this. Think of it as the HVAC for AI before Wall Street figures it out. Im long. DYOR. Want to cool off while everyone else overheats chasing GPUs 📍 Follow me for more microcap AI infra plays 💬 Drop questions or tickers Ill dive in 🔁 RT if you think $TGEN is the next AI sleeper #AI #DataCenters #TGEN #Microcap #NVIDIA"
@meridius36 Avatar @meridius36 on X 2025-07-21 15:40:02 UTC XX followers, XX engagements

"💡 $IREN Deep Dive: Power Optionality at Hyperscale TL;DR $IREN is no longer just a bitcoin miner. Its quietly becoming a top-tier power-infrastructure play with: X GW of power secured Potential revenue of $2B/year at XX% margin (co-location) Or $40B/year at XX% margin (cloud compute) Trading at a $4B market cap If they execute this is $NVDA downstream leverage for XX% less cost"
@meridius36 Avatar @meridius36 on X 2025-07-21 02:15:39 UTC XX followers, 64.8K engagements

"🏗 What They Do Iris Energy started as a clean-energy bitcoin miner operating in Canada and Australia with cheap hydropower. But its now pivoting into: X. High-density data centers Ideal for AI/ML training (NVIDIA GPU farms) Modular large-scale self-managed buildout X. Energy-first infrastructure XXX% renewable long-term power contracts Power costs at $0.03/kWh = massive margin advantage X. Optionality at the edge of cloud computing First phase: co-location (plug-and-play power + cooling for hyperscalers or AI startups) Next phase: fully managed cloud + AI compute"
@meridius36 Avatar @meridius36 on X 2025-07-21 02:18:00 UTC XX followers, XXX engagements

"🧠 Management Daniel Roberts (CEO): Thoughtful long-term mindset. Respected among infra/energy investors. Founder-led capital efficient owns significant equity. Focused on returns on invested capital not just mining hash rate. ⚠ Risks Still perceived as a bitcoin miner (valuation lagging peers) Execution risk on large data center buildouts GPU/cloud margins could compress if $NVDA pricing shifts Need to secure customers AI optionality only pays off with demand 🪙 Bonus: Hidden Crypto Put Option Even if the AI/data center thesis takes time $IREN still mines bitcoin with one of the cleanest"
@meridius36 Avatar @meridius36 on X 2025-07-21 02:20:19 UTC XX followers, XXX engagements

"$IREN is in a category of its own: clean-energy hyperscale infra + cloud optionality. 📌 Investment Thesis Summary ✅ 2GW of secured power ✅ Optionality: $2B to $40B in revenue potential ✅ Undervalued vs peers ✅ Clean energy + real estate ownership ✅ Bitcoin floor + AI ceiling 🎯 Conviction Level: High Core position (510%) Re-rating likely once first co-location or cloud customer signs Optionality makes this one of the best small-cap AI infra plays globally"
@meridius36 Avatar @meridius36 on X 2025-07-21 02:21:17 UTC XX followers, XXX engagements