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@mrknowtalk Avatar @mrknowtalk MrKnow

MrKnow posts on X about $crwv, gpu, debt, $iren the most. They currently have XXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.

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Mentions: XX #

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Followers: XXX #

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Social category influence stocks finance technology brands countries

Social topic influence $crwv #87, gpu #1000, debt #1663, $iren #239, up the, collab, the only, loading, pricing, $msft

Top assets mentioned CoreWeave, Inc. (CRWV) IREN Limited (IREN) Microsoft Corp. (MSFT) Nebius Group N.V. Class A Ordinary Shares (NBIS) Palantir (PLTR) Boeing Co (BA)

Top Social Posts #

Top posts by engagements in the last XX hours

"Crypto leverage is similar to any business you are involved in. The more you earn the more you want to expand move up the chain stock up more forecast higher at a point where you are also leveraged to suppliers etc. When business environment change your whole business fall and unable to repay debt"
X Link @mrknowtalk 2025-10-12T06:07Z XXX followers, XX engagements

"$CRWV what's happening"
X Link @mrknowtalk 2025-10-15T13:07Z XXX followers, XXX engagements

"@jiahanjimliu @franklee6924T You are right. The only thing Coreweave doesnt have is more partners to collab with to give them GW to realise revenues. Other than that GPU software uptime is miles ahead of those who are just getting started"
X Link @mrknowtalk 2025-10-16T02:42Z XXX followers, XX engagements

"Coreweave Inc - Introduces Pricing Tiers With Over XX% Lower Costs wonder how others going to compete in this space loading up debt without an edge. Serverless was impressive and now AI Object Storage $CRWV"
X Link @mrknowtalk 2025-10-16T10:36Z XXX followers, XX engagements

"@accounting_ds Cant wait for $MSFT to cancel $CRWV deal and give it to $NBIS Coreweave is such a dishonest bunch of people they have nothing to deserve such backlog"
X Link @mrknowtalk 2025-10-15T10:10Z XXX followers, XXX engagements

"@TRIX_trades Why are you so convinced on $CRWV when the whole X all in on Nebius and Iren"
X Link @mrknowtalk 2025-10-12T20:58Z XXX followers, XXX engagements

"@Kingjames550055 @ilzmcfly And power and land cant get you 250k GPU over night without debt dilution and big contracts. Literally far behind the scaling curve. Should be around 1b for 25k GPUs"
X Link @mrknowtalk 2025-10-12T21:05Z XXX followers, XX engagements

"@Lazarus_Capital 23k gpu 1bil debt 230k gpu 10bil debt. Doesnt seem too far off Coreweave debt"
X Link @mrknowtalk 2025-10-15T07:52Z XXX followers, XX engagements

"@MB_Hogan Seems like $CRWV deal with Microsoft is not as attractive as with Nebius"
X Link @mrknowtalk 2025-10-15T18:03Z XXX followers, XXX engagements

"@Wambscapital It's the first time i saw a chart with so many red candles and keep grinding up $CRWV any reason for that"
X Link @mrknowtalk 2025-10-15T20:01Z XXX followers, XXX engagements

"@CernunnosCap @JasonL_Capital @manoylo_vnc @DNV99999 Florida Real Estate vs Country Garden. I guess they need to raise more capital till Coreweave level first. Then theyll have the same balance sheet by then Coreweave would have more partners M&A and software upgrades"
X Link @mrknowtalk 2025-10-16T17:21Z XXX followers, XX engagements

"@JasonL_Capital @CernunnosCap @manoylo_vnc @DNV99999 Maybe $CRWV clients are all delusional have yet to see $IREN potential and giving them a single B"
X Link @mrknowtalk 2025-10-16T15:49Z XXX followers, XXX engagements

"@F28X5 High chance to see $CRWV hitting $XXX end of month"
X Link @mrknowtalk 2025-10-12T15:26Z XXX followers, XX engagements

"$PLTR took X months to go $XX to $XX $IREN took X months to go $XX to $70"
X Link @mrknowtalk 2025-10-15T05:22Z XXX followers, XXX engagements

"Finally someone understand this. $CRWV is forced to hyperscale by Nvidia because of clients demand. Now they have it they are doing M&A to improve efficiency and providing new solutions. Could see more companies interested to be acquired into the group expanding service to banks boeing etc to train their AI with gpu access"
X Link @mrknowtalk 2025-10-13T05:23Z XXX followers, XXX engagements

"Seems like the beginning of $CRWV"
X Link @mrknowtalk 2025-10-15T19:50Z XXX followers, XXX engagements

"@TheKamaHsutra @poolsideai Its time for a post about $CRWV unable to compete with $IREN"
X Link @mrknowtalk 2025-10-16T00:03Z XXX followers, XXX engagements

"@Wyatts_Torch I cannot $IREN is the next Palantir and should be at the same PE ratio"
X Link @mrknowtalk 2025-10-12T21:19Z XXX followers, XXX engagements

"@Kingjames550055 @TRIX_trades Literally flooded my whole feed when they talk about hyperscalers without naming Coreweave"
X Link @mrknowtalk 2025-10-12T21:23Z XXX followers, XX engagements

"@fReshhhh26 @Marc_750 @mikealfred Probably down XX% just like Coreweave when its 185"
X Link @mrknowtalk 2025-10-15T11:04Z XXX followers, XX engagements

"Whatever $CRWV doing is similar as what China property developers have been doing for many years until the music stops. Its the same formula"
X Link @mrknowtalk 2025-10-16T02:45Z XXX followers, XXX engagements

"@MooseySnipes Yeah so $CRWV need to announce more stuffs and get it to $180-200 before the vote"
X Link @mrknowtalk 2025-10-12T15:54Z XXX followers, XX engagements

"$CRWV no land no power its ok well just build 2GW"
X Link @mrknowtalk 2025-10-15T13:17Z XXX followers, XX engagements

"@jiahanjimliu @MVanbrunsc47513 @BagelC47 @babyfolio @MB_Hogan @ilzmcfly Why not having a comparison with the leader $CRWV you constantly shy away from it"
X Link @mrknowtalk 2025-10-15T07:39Z XXX followers, XXX engagements

"Ive said many times $CRWV is really next level Neocloud. While others still flaunting their DC Coreweave is already talking about efficiency and AI loop productivity. Its not about scaling XX to XX sites is getting XX sites to work like XX sites. Not only they are ahead of GPUs they have clients wanting more. 40k GPU just like that while others celebrating 1b debt to purchase 25k"
X Link @mrknowtalk 2025-10-15T16:00Z XXX followers, XXX engagements

"@TRIX_trades I know I mean what got you into Coreweave and at XXX. Maybe you know something"
X Link @mrknowtalk 2025-10-12T21:28Z XXX followers, XX engagements

"$CRWV - as said previously - CoreWeave is evolving from an AI cloud hardware provider to a full-stack agentic infrastructure platform targeting the AI agent revolution. - CRWV's acquisition of OpenPipe and focus on reinforcement learning positions it to capture higher-margin software and orchestration revenue beyond GPU compute. - Rapid sales growth expanding backlog and deepening customer integration support a long-term thesis of durable demand and high switching costs for CRWV. - Despite execution and capital risks CRWV's strategic shift and platform lock-in potential present a compelling"
X Link @mrknowtalk 2025-10-14T05:36Z XXX followers, XXX engagements

"Think of Forever XX Toy R us etc maybe Labubu and Chagee next Thats why a portfolio is similar like entrepreneur and owning a business you constantly move your assets to performing industries. We have the liquidity and access its our own decision to be agile"
X Link @mrknowtalk 2025-10-12T06:41Z XXX followers, XX engagements

"@Kingjames550055 @ilzmcfly Coreweave also doing 4th M&A this year more to come and they will get full stack soon. M&A is still faster than converting DCs or constructing them"
X Link @mrknowtalk 2025-10-12T21:07Z XXX followers, XX engagements

"@accounting_ds Dont understand why over leverage and getting all these gpu. Are they out of mind"
X Link @mrknowtalk 2025-10-15T10:18Z XXX followers, XX engagements