# ![@BCsickel Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1277201982562930689.png) @BCsickel Björn Sickel 🌍🌏🌎

Björn Sickel 🌍🌏🌎 posts on X about ai, $lunr, $iren, $apld the most. They currently have [-----] followers and [--] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1277201982562930689/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1277201982562930689/c:line/m:interactions.svg)

- [--] Week [------] +302%
- [--] Month [------] +525%
- [--] Months [-------] +401%
- [--] Year [-------] -97%

### Mentions: [--] [#](/creator/twitter::1277201982562930689/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1277201982562930689/c:line/m:posts_active.svg)

- [--] Week [--] -69%
- [--] Month [--] +95%
- [--] Months [---] +130%
- [--] Year [---] -56%

### Followers: [-----] [#](/creator/twitter::1277201982562930689/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1277201982562930689/c:line/m:followers.svg)

- [--] Week [-----] +0.94%
- [--] Month [-----] +0.87%
- [--] Months [-----] +5.10%
- [--] Year [-----] +18%

### CreatorRank: [-------] [#](/creator/twitter::1277201982562930689/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1277201982562930689/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  81.08% [finance](/list/finance)  27.03% [technology brands](/list/technology-brands)  21.62% [cryptocurrencies](/list/cryptocurrencies)  5.41% [celebrities](/list/celebrities)  2.7% [countries](/list/countries)  2.7%

**Social topic influence**
[ai](/topic/ai) 35.14%, [$lunr](/topic/$lunr) #32, [$iren](/topic/$iren) #317, [$apld](/topic/$apld) #217, [$glxy](/topic/$glxy) #33, [$frmi](/topic/$frmi) #8, [$wulf](/topic/$wulf) #71, [$cifr](/topic/$cifr) #114, [$riot](/topic/$riot) #87, [$nbis](/topic/$nbis) #432

**Top accounts mentioned or mentioned by**
[@thehube](/creator/undefined) [@matthewsigel](/creator/undefined) [@karlw0lf](/creator/undefined) [@cferraro06](/creator/undefined) [@ilzmcfly](/creator/undefined) [@jrcrawf_](/creator/undefined) [@samuel947117225](/creator/undefined) [@edgeofpower](/creator/undefined) [@dreesenkl](/creator/undefined) [@b0thsidesnow](/creator/undefined) [@tychodefeijter](/creator/undefined) [@nasa](/creator/undefined) [@esa](/creator/undefined) [@valueinvest01](/creator/undefined) [@skhynix](/creator/undefined) [@aplddigital](/creator/undefined) [@samsolid57](/creator/undefined) [@memely](/creator/undefined) [@minta0103](/creator/undefined)

**Top assets mentioned**
[Intuitive Machines, Inc. (LUNR)](/topic/$lunr) [Iris Energy Limited (IREN)](/topic/$iren) [Applied Digital Corp. (APLD)](/topic/$apld) [Galaxy Digital Inc. (GLXY)](/topic/$glxy) [Fermi Inc. (FRMI)](/topic/$frmi) [TeraWulf Inc. (WULF)](/topic/$wulf) [Cipher Mining Inc. Common Stock (CIFR)](/topic/$cifr) [Riot Platforms, Inc. (RIOT)](/topic/$riot) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Digital Realty Trust Inc (DLR)](/topic/$dlr) [Hive Digital Technologies Ltd (HIVE)](/topic/hive) [Bitdeer Technologies Group (BTDR)](/topic/bitdeer) [CoreWeave, Inc (CRWV)](/topic/$crwv) [Hive (HIVE)](/topic/$hive) [Core Scientific, Inc. Common Stock (CORZ)](/topic/$corz) [NVIDIA Corp. (NVDA)](/topic/$nvda) [WhiteFiber, Inc.  (WYFI)](/topic/$wyfi) [Morgan Stanley (MS)](/topic/morgan-stanley) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [Equinix Inc (EQIX)](/topic/$eqix) [Hut [--] Mining Corp. (HUT)](/topic/$hut) [Bit Digital, Inc. (BTBT)](/topic/bit-digital) [Applied Optoelectronics, Inc. (AAOI)](/topic/$aaoi) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Lumentum Holdings Inc. Common Stock (LITE)](/topic/$lite) [Astera Labs, Inc. (ALAB)](/topic/$alab) [Amazon.com, Inc. (AMZN)](/topic/$amzn)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@matthew_sigel I like the REIT comparison $dlr $eqix Whole new game.tax etc"  
[X Link](https://x.com/BCsickel/status/2020839337819013606)  2026-02-09T12:36Z [----] followers, [---] engagements


"Intuitive Machines 🌑🌕 $LUNR at $247 A deep dive into the backbone of the new lunar economy. From a simple lander company to a vertically integrated infrastructure giant. Heres why Intuitive Machines is becoming indispensable"  
[X Link](https://x.com/BCsickel/status/2020892732470751528)  2026-02-09T16:09Z [----] followers, [---] engagements


"Data Center YTD $TSSI TSS Inc.: +5670% $GLXY Galaxy Digital +3863% $BTDR Bitdeer +3714% $RIOT Riot Platforms +3588% $IREN IREN Limited: +3541% $APLD Applied +3305% $NBIS Nebius Group N.V.: +2990% $CRWV CoreWeave Inc.: +2762% $HIVE HIVE Digital +2711% $FRMI Fermi Inc.: +2515% $SLNH Soluna Holdings +1844% $CORZ Core Scientific +1814% $HUT Hut [--] Corp.: +1634% $BTBT Bit Digital Inc.: +1618% $CIFR Cipher Mining Inc.: +1605% $CLSK CleanSpark Inc.: +1576% $IRM Iron Mountain Inc.: +1558% $DGXX Digi Power X Inc.: +1434% $BITF Bitfarms Ltd.: +1346% $NUAI New Era Energy +1092% $WYFI WhiteFiber Inc.:"  
[X Link](https://x.com/BCsickel/status/2012501691522847226)  2026-01-17T12:26Z [----] followers, [---] engagements


"Der ganze Sektor ist stark. Ja AI Bubble Oktober bis Dezember waren schwierig aber nach April - September auch wichtig Data Center YTD $TSSI TSS Inc.: +5670% $GLXY Galaxy Digital +3863% $BTDR Bitdeer +3714% $RIOT Riot Platforms +3588% $IREN IREN Limited: +3541% $APLD Applied +3305% $NBIS Nebius Group N.V.: +2990% $CRWV CoreWeave Inc.: +2762% $HIVE HIVE Digital +2711% $FRMI Fermi Inc.: +2515% $SLNH Soluna Holdings +1844% $CORZ Core Scientific +1814% $HUT Hut [--] Corp.: +1634% $BTBT Bit Digital Inc.: +1618% $CIFR Cipher Mining Inc.: +1605% $CLSK CleanSpark Inc.: +1576% $IRM Iron Mountain Inc.:"  
[X Link](https://x.com/BCsickel/status/2012651280053793030)  2026-01-17T22:20Z [----] followers, [---] engagements


"$APLD vs. $IREN 🏗⚡ Two different blueprints for the AI revolution. Which one wins the scaling race Applied Digital: The "AI Fortress" Build: Precast Concrete (Thermal mass & protection) Climate: North Dakota (Natural "Free Cooling") Standard: Tier [--] (Enterprise-grade uptime for training) Design: High-density Liquid Cooling for $NVDA Blackwell. Vibe: The high-end lab for LLM Training. IREN: The "Energy Factory" Build: Industrial Steel (Speed & massive airflow) Climate: Texas (Low-cost energy & ERCOT flexibility) Standard: Tier [--] / Industrial Grade (Optimized for cost) Design: Massive"  
[X Link](https://x.com/BCsickel/status/2017144142145401297)  2026-01-30T07:53Z [----] followers, [---] engagements


"$APLD vs. $IREN 🏗⚡ Two different blueprints for the AI revolution. Which one wins the scaling race Applied Digital: The "AI Fortress" Build: Precast Concrete (Thermal mass & protection) Climate: North Dakota (Natural "Free Cooling") Standard: Tier [--] (Enterprise-grade uptime for training) Design: High-density Liquid Cooling for $NVDA Blackwell. Vibe: The high-end lab for LLM Training. IREN: The "Energy Factory" Build: Industrial Steel (Speed & massive airflow) Climate: Texas (Low-cost energy & ERCOT flexibility) Standard: Tier [--] / Industrial Grade (Optimized for cost) Design: Massive"  
[X Link](https://x.com/BCsickel/status/2017316676715663698)  2026-01-30T19:19Z [----] followers, [---] engagements


"@KARLW0LF @cferraro06 Insane cheap Market Cap: $8.4B Cash: $2.6B Crypto: $1.9B = $3.9B residual value for: ⚡ [---] GW capacity at Helios 💰 $1B+ Target Rev (CoreWeave deal) 🏦 Asset Mgmt ($12B AOP) Price per MW: 🔹 APLD: $19.8M 🔸 GLXY: $2.4M"  
[X Link](https://x.com/BCsickel/status/2018793530597245014)  2026-02-03T21:07Z [----] followers, [----] engagements


"$FRMI While others are still planning theyre building the backbone of AI infrastructure in Amarillo TX: ✅ [---] miles of gas pipeline completed ✅ [----] miles of fencing secured ✅ [---] acres of land cleared ✅ Siemens SGT-800 turbines ARRIVED 📦 The first 1GW of clean reliable power is on track for [----]. ⚡"  
[X Link](https://x.com/BCsickel/status/2018840236667670760)  2026-02-04T00:13Z [----] followers, [---] engagements


"$WYFI The Alpha: 🔒 Ultra-Tight Float: Bit Digital ($BTBT) holds 71% (27M shares) & committed NOT to sell in [----]. 🌊 Free Float: Only 11M shares available. High volatility potential. 💰 Cash Flow: $865M Nscale deal secured. Phase [--] billing starts April [--] Phase [--] on May [--]. May [----] is the catalyst"  
[X Link](https://x.com/BCsickel/status/2018841688878223795)  2026-02-04T00:19Z [----] followers, [---] engagements


"Ist eher ein SaaS Problem als ein IaaS oder ein AI Pick and Shovel Problem YTD Applied Digital (APLD): +497 % SanDisk (SNDK): +1846 % SK Hynix: +383 % Applied Optoelectronics (AAOI): +318 % AXTI (AXTI): +184 % Samsung: +170 % IREN: +127 % TeraWulf: +87 % Micron (MU): +4696 %"  
[X Link](https://x.com/BCsickel/status/2019004472123367863)  2026-02-04T11:05Z [----] followers, [---] engagements


"Deutschland wird unabhngig 🔹Telekom (Mnchen) [------] GPUs (Nvidia Blackwell GB200/H200 Mix) Fokus: Industrial AI Cloud fr den deutschen Mittelstand. 🔹CoreWeave [-------] bis [-------] GPUs Besonderheit: Allein am Standort Denton (Texas) wurden im Januar [------] Einheiten fr OpenAI live geschaltet. Weltweit ber [--] Standorte. 🔹IREN (Iris Energy) [-------] GPUs Zielmarke fr Ende 2026; aktuell ca. [------] im Live-Betrieb. 🔹Nebius [------] bis [-------] GPUs (hochgerechnet) Planung fr [----] basiert auf einer massiven Kapazittsausweitung auf [--] Gigawatt Rechenzentrumsleistung. 🔹Applied Digital (APLD) 40.000"  
[X Link](https://x.com/BCsickel/status/2019452233373405310)  2026-02-05T16:45Z [----] followers, [---] engagements


"$DLR earnings confirm the massive bull case for $WYFI and $DGXX 🚀 While giants build "mega-monsters" the specialized 0-1 MW niche is exploding: +38% growth (Interconnection/0-1MW) according to the latest DLR report 📈 Enterprise AI (Pharma Banks) needs this high-density power now. 💎 The Winners: $WYFI (WhiteFiber): Dominating the [--] MW "GPU-as-a-Service" niche. Management confirmed NO selling pressure for [----]. High-margin agility vs. heavy debt. $DGXX (DigiPower X): Already running NVIDIA B200 clusters. Their modular ARMS [---] system is the "Plug-and-Play" gold standard for the Edge. The DLR"  
[X Link](https://x.com/BCsickel/status/2019681317735030990)  2026-02-06T07:55Z [----] followers, [----] engagements


"SHORT SQUEEZE ALERT: Morgan Stanley ignites "Ex-Miner" rally 🚀 MS initiates coverage with massive Price Targets shifting the narrative from Mining to AI Infra. Shorts are officially in the "Danger Zone." 📉🔥 $WULF (TeraWulf) 🎯 PT: $37.00 📊 Short Float: 32.3% DTC: [---] days 📉 Shares Short: 105M $CIFR (Cipher Mining) 🎯 PT: $38.00 📊 Short Float: 16.7% DTC: [---] days 📉 Shares Short: 53M The "Time to Power" play is real. As MS steps in as lead underwriter the cost of betting against these infrastructure giants just skyrocketed. 🏦💎"  
[X Link](https://x.com/BCsickel/status/2020823862947004904)  2026-02-09T11:35Z [----] followers, [----] engagements


"@ilzmcfly Cipher [--] GW AWS and Fluidstack Google"  
[X Link](https://x.com/BCsickel/status/2020833132627550242)  2026-02-09T12:12Z [----] followers, [--] engagements


"Infrastructure Shift 2/10 In Jan [----] $LUNR completed its acquisition of Lanteris Space Systems (ex Maxar Space). They can now build their own satellite buses for LEO MEO and GEO. This pivot from risky individual missions to stable gov-backed infrastructure is a game changer"  
[X Link](https://x.com/BCsickel/status/2020892738326036548)  2026-02-09T16:09Z [----] followers, [---] engagements


"Artemis 2: The first crewed moon mission in 50+ years. While the spotlight is on the astronauts $LUNR provides the "Space Fidelity Network." They act as the essential relay station for telemetric data when Orion is behind the moon"  
[X Link](https://x.com/BCsickel/status/2020892743652843547)  2026-02-09T16:09Z [----] followers, [---] engagements


"LUNRs role goes deeper: 📍 Navigation: Their high-res South Pole maps serve as the "digital twin" for Orions AI Sensor 🧲 Physics: They hold the most precise lunar gravity models (Mascons) for orbit calculations. ☀ $LUNR sensors provide real-time solar radiation warnings"  
[X Link](https://x.com/BCsickel/status/2020892747440312462)  2026-02-09T16:09Z [----] followers, [---] engagements


"Elon Musk recently shifted SpaceX's priority toward a "Moon City." While Starship handles mass transport $LUNR fills the "Last Mile" gapdelivering sensitive payloads and establishing local lunar communication where Starship can't"  
[X Link](https://x.com/BCsickel/status/2020892752708317551)  2026-02-09T16:09Z [----] followers, [---] engagements


"For @NASA and @ESA $LUNR is the "Fast-Track" partner via the CLPS program. Success in Artemis [--] makes them the standard service provider for Artemis 3-5. Their software is becoming so integrated that switching costs for NASA would be astronomical"  
[X Link](https://x.com/BCsickel/status/2020892757993124227)  2026-02-09T16:09Z [----] followers, [---] engagements


"$LUNR owns the most accurate surface data of the lunar South Pole. Any nation or private company (mining research) wanting to land or build there in the future will likely have to license this data. Its a literal data monopoly in the making"  
[X Link](https://x.com/BCsickel/status/2020892762241995045)  2026-02-09T16:09Z [----] followers, [---] engagements


"Top analysts (e.g. Cantor Fitzgerald) see a "Blue Sky" scenario with the $5B NSNS contract. If $LUNR becomes the "Internet Provider" between Earth & Moon we move from volatile one-off payments to high-margin recurring service revenue"  
[X Link](https://x.com/BCsickel/status/2020892767283540034)  2026-02-09T16:09Z [----] followers, [---] engagements


"🔥 Short Interest: 30.5% of float DTC: [---] days 📈 Volume: 130% above avg today The shorts are trapped. Any positive catalyst could trigger a massive squeeze toward fundamental revaluation"  
[X Link](https://x.com/BCsickel/status/2020892771993649576)  2026-02-09T16:09Z [----] followers, [---] engagements


"$LUNR trades at a 4x-6x P/S while SpaceX is valued at 40x. If $LUNR is rerated as a system-critical infrastructure monopoly at a 40x P/S (SpaceX level) the stock lands at $247. Bull case EOY: $100. DYOR. 🚀🌑 #MoonCity #LUNR"  
[X Link](https://x.com/BCsickel/status/2020892776368390530)  2026-02-09T16:09Z [----] followers, [---] engagements


"@matthew_sigel $cifr $wulf etc"  
[X Link](https://x.com/BCsickel/status/2020919018605912187)  2026-02-09T17:53Z [----] followers, [----] engagements


"@value_invest01 $riot would have paid $230 per share in [----]. Before the Data Center Hype"  
[X Link](https://x.com/BCsickel/status/2020923830068445294)  2026-02-09T18:12Z [----] followers, [---] engagements


"@ilzmcfly They need $Cifr + $Wulf + $Iren + $glxy and for 2026/27 Or buy $NBIS or $CORZ [--] GW 🚀"  
[X Link](https://x.com/BCsickel/status/2020928058606354676)  2026-02-09T18:29Z [----] followers, [---] engagements


"Long SK Hynix"  
[X Link](https://x.com/BCsickel/status/2021132840562217269)  2026-02-10T08:03Z [----] followers, [---] engagements


"Hi @APLDdigital As a shareholder Im concerned about the brand representation at recent industry events like the NDSU Expo. Given Applied Digitals $10 billion market cap and its role as a key player in the AI factory buildout the current 'boots-on-the-ground' presentation feels disconnected from the companys actual scale and success. Strengthening the corporate identity at the recruitment level should be a priority"  
[X Link](https://x.com/BCsickel/status/2021160325794480582)  2026-02-10T09:52Z [----] followers, [---] engagements


"Huge progress for $FRMI 6x Siemens SGT-800 turbines (600-800 MW) are officially on the wayhardware is hitting the ground. Plus MUFG just stepped in to finance 3x massive SGT6-5000F units adding another [---] GW to the pipeline"  
[X Link](https://x.com/BCsickel/status/2021502256374296715)  2026-02-11T08:31Z [----] followers, [---] engagements


"The $FRMI Valuation Gap is getting ridiculous. ⚡🛸 [--] Hardware: 6x SGT-800 turbines arrived in Houston port. 📦 [--] Capital: $500M MUFG loan secured for 3x massive SGT6-5000F units. 💰 [--] Math: Morgan Stanley ( $wulf $cifr $glxy) Base Case ($8/watt) = $22/share. Bull Case ($12/watt) = $33/share. With a 46% short volume ratio and institutional accumulation starting (Jefferies/UBS) the "Execution Risk" discount is evaporating. While the market sleeps on the 75% YTD drop the 2.3GW "HyperGrid" is being built in real-time. Target: $30+ is not a meme it's infrastructure. 🚀"  
[X Link](https://x.com/BCsickel/status/2021509170936070346)  2026-02-11T08:58Z [----] followers, [---] engagements


"Institutional money is moving 📈 The February [----] MSCI Index Review is out and it's a massive win for our core strategy. Effective Feb [--] key players are joining the MSCI USA Index: 🛰 $ASTS (AST SpaceMobile) Now a top-3 global addition by market cap ⛏ $IREN (IREN) AI-Infrastructure & Mining validation complete. 💡 $LITE (Lumentum) The optics backbone for the AI era"  
[X Link](https://x.com/BCsickel/status/2021584950789583147)  2026-02-11T13:59Z [----] followers, [---] engagements


"@samsolid57 $ALAB Huge $6.5B deal with Amazon comes with a catch. Astera Labs issued 3.3M warrants to $AMZN (approx. 1.8% dilution). Impact: 🔹 Gross margins to take a 200bps hit starting Q2 [----] due to warrant accounting. 🔹 Strategic lock-in vs. margin compression"  
[X Link](https://x.com/BCsickel/status/2021618834684424591)  2026-02-11T16:14Z [----] followers, [---] engagements


"Why is $ASTS restructuring its debt right now Its more than just saving interest. Its the final technical requirement for its "Promotion" into the global elite of stocks: the MSCI World Index"  
[X Link](https://x.com/BCsickel/status/2021726825022406668)  2026-02-11T23:23Z [----] followers, [---] engagements

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