[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @CernunnosCap Cernunnos Capital Cernunnos Capital posts on X about $iren, $nbis, $crwv, $cifr the most. They currently have XXX followers and XXX posts still getting attention that total XX engagements in the last XX hours. ### Engagements: XX [#](/creator/twitter::1619399128907382786/interactions)  - X Week XXXXXX +26% - X Month XXXXXX -XX% - X Months XXXXXXX +1,146,863% - X Year XXXXXXX +509,706% ### Mentions: XX [#](/creator/twitter::1619399128907382786/posts_active)  - X Week XX +62% - X Month XXX +12% - X Months XXX +37,400% - X Year XXX +37,500% ### Followers: XXX [#](/creator/twitter::1619399128907382786/followers)  - X Week XXX +7.80% - X Month XXX +14% ### CreatorRank: undefined [#](/creator/twitter::1619399128907382786/influencer_rank)  ### Social Influence [#](/creator/twitter::1619399128907382786/influence) --- **Social category influence** [stocks](/list/stocks) XXXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% [finance](/list/finance) XXXX% [technology brands](/list/technology-brands) XXXX% [countries](/list/countries) XXX% **Social topic influence** [$iren](/topic/$iren) #329, [$nbis](/topic/$nbis) #211, [$crwv](/topic/$crwv) 3.96%, [$cifr](/topic/$cifr) #221, [$root](/topic/$root) #46, [$pgr](/topic/$pgr) #25, [$lmnd](/topic/$lmnd) #417, [bitcoin](/topic/bitcoin) 1.98%, [$brk](/topic/$brk) #3, [$googl](/topic/$googl) XXXX% **Top accounts mentioned or mentioned by** [@dnv99999](/creator/undefined) [@jasonlcapital](/creator/undefined) [@mrknowtalk](/creator/undefined) [@jasonl_capital](/creator/undefined) [@mvcinvesting](/creator/undefined) [@longoption](/creator/undefined) [@alc2022](/creator/undefined) [@avrideai](/creator/undefined) [@novonordisk](/creator/undefined) [@andrewdudum](/creator/undefined) [@nebiusai](/creator/undefined) [@danielisdizzy](/creator/undefined) [@topsecretstocks](/creator/undefined) [@grok](/creator/undefined) [@aimarnils](/creator/undefined) [@meeijer](/creator/undefined) [@venuguntupalli7](/creator/undefined) [@manoylovnc](/creator/undefined) [@endicottinvests](/creator/undefined) [@nighthawktradez](/creator/undefined) **Top assets mentioned** [IREN Limited (IREN)](/topic/$iren) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [CoreWeave, Inc. (CRWV)](/topic/$crwv) [Cipher Mining Inc. Common Stock (CIFR)](/topic/$cifr) [The Root Network (ROOT)](/topic/$root) [Progressive Corp (PGR)](/topic/$pgr) [Lemonade, Inc. (LMND)](/topic/$lmnd) [Bitcoin (BTC)](/topic/bitcoin) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Oscar Health, Inc. (OSCR)](/topic/$oscr) [Alliance Fan Token (ALL)](/topic/$all) [Bitfarms Ltd. (BITF)](/topic/$bitf) [Carvana Co. (CVNA)](/topic/$cvna) [reAlpha Tech Corp. Common Stock (AIRE)](/topic/$aire) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Bank of America (BAC)](/topic/bank-of-america) [Basis Cash (BAC)](/topic/$bac) [TrustVerse (TRV)](/topic/$trv) [Microsoft Corp. (MSFT)](/topic/microsoft) [Metadium (META)](/topic/$meta) [Fluence Energy, Inc. Class A Common Stock (FLNC)](/topic/$flnc) [Eos Energy Enterprises, Inc. (EOSE)](/topic/$eose) ### Top Social Posts [#](/creator/twitter::1619399128907382786/posts) --- Top posts by engagements in the last XX hours "@Aktiehedonist This is exactly why most bitcoin miners turned AI Data Centers will get exposed with time. Inferencing and AI edge compute are latency constrainted. Miners got all the power and GPUs but are are over exposed to specific locations $IREN $CIFR $BITF" [X Link](https://x.com/CernunnosCap/status/1979224251300483477) [@CernunnosCap](/creator/x/CernunnosCap) 2025-10-17T16:33Z XXX followers, XXX engagements "🔗 The silent killer = Embedded Insurance $ROOT plugging directly into car dealers lenders and fintechs. Customers buy insurance at the point of sale. Low CAC. Sticky retention. Legacy insurers cant copy this. $CVNA $PGR $BRK" [X Link](https://x.com/CernunnosCap/status/1976720049919738076) [@CernunnosCap](/creator/x/CernunnosCap) 2025-10-10T18:42Z XXX followers, XXX engagements "🎯 The asymmetric setup If $ROOT just: ✅ Keeps revenue growth XX% ✅ Expands to all XX states ✅ Sustains XX% margins Youre not looking at a $1B company Youre looking at a $57B+ story 🚀 $LMND $OSCR $HIMS $NBIS" [X Link](https://x.com/CernunnosCap/status/1976720054206267721) [@CernunnosCap](/creator/x/CernunnosCap) 2025-10-10T18:42Z XXX followers, XXX engagements "What happened to $ROOT 🧐 Any news $ROOT-sters $PGR $LMND $ALL $BRK" [X Link](https://x.com/CernunnosCap/status/1978534205244977377) [@CernunnosCap](/creator/x/CernunnosCap) 2025-10-15T18:51Z XXX followers, XXX engagements "@thereplygui @Aktiehedonist The core issue with $IREN: Theyre HODLing GPUs betting customers flock to their data centers. But latency kills that-geolocation matters for AI workloads. Customers wont tolerate lag. To compete theyd need dirt-cheap bare-metal servers which crushes margins. Not Good. 🫤" [X Link](https://x.com/CernunnosCap/status/1979239423578611835) [@CernunnosCap](/creator/x/CernunnosCap) 2025-10-17T17:33Z XXX followers, XXX engagements "@hypergrowth102 Perfect for an investment like $AIRE" [X Link](https://x.com/CernunnosCap/status/1975996973242306631) [@CernunnosCap](/creator/x/CernunnosCap) 2025-10-08T18:49Z XXX followers, XXX engagements "🚗💥 $ROOT might be the most asymmetric play in the market right now. Tiny float. Explosive growth. Real profits. AI-driven insurance in a $350B+ market. Almost nobodys paying attention. Lets talk about why this could 3-5x 🧵👇 $PGR $BRK $LMND" [X Link](https://x.com/CernunnosCap/status/1976720020903444677) [@CernunnosCap](/creator/x/CernunnosCap) 2025-10-10T18:42Z XXX followers, 5039 engagements "🛞 The TAM is insane Auto insurance = $350B+ annual premiums. Legacy players are slow fat & still using ZIP codes and age brackets to price risk 🤡 $ROOT rebuilt everything from scratch with AI + telematics as its DNA. @GEICO @StateFarm $PGR @progressive #insurance" [X Link](https://x.com/CernunnosCap/status/1976720026272251992) [@CernunnosCap](/creator/x/CernunnosCap) 2025-10-10T18:42Z XXX followers, XXX engagements "@daniel_koss We don't think it's a good decision to sell $NBIS before 2025 ends anyway lol. Most of us early investors are sitting on 300%-400% unrealized gains. The cost of tax triggered and buying back again is too grossly expensive" [X Link](https://x.com/CernunnosCap/status/1977426732136509697) [@CernunnosCap](/creator/x/CernunnosCap) 2025-10-12T17:30Z XXX followers, XXX engagements "@jaybananabread @longoption XX% YoY revenue growth sustainability: X. Younger users are more likely to prefer $ROOT/$LMND over Geico/State Farm like $HOODs appeal X. Costs w/ cloud-native platform & AI for cheaper quotes X. Expand digital-first marketing X. Partner w/ fintechs #Insurtech 🚀" [X Link](https://x.com/CernunnosCap/status/1977789685482291399) [@CernunnosCap](/creator/x/CernunnosCap) 2025-10-13T17:33Z XXX followers, XXX engagements "Both $CIFR & $IREN started as $BTC miners now chasing AI/HPC gold. But heres the split: 🟢 $CIFR: Secured 10-yr $3B AI hosting deal with FluidStack (@Google in for $1.4B). 🔴 $IREN: Betting big on @nvidia GPUs but its a cash-burning gamble. $NVDA $GOOGL $NBIS" [X Link](https://x.com/CernunnosCap/status/1977925529119625334) [@CernunnosCap](/creator/x/CernunnosCap) 2025-10-14T02:32Z XXX followers, XX engagements "$CIFR deal is a GAME-CHANGER. $3B in contracted revenue 80-85% NOI margins XXX MW live by Sept 2026 @Google XXX% equity stake screams credibility. This isnt hypeits @Equinix for AI. Meanwhile $CIFR #Bitcoin mining keeps cash flowing. $IREN $BTC" [X Link](https://x.com/CernunnosCap/status/1977925531116114077) [@CernunnosCap](/creator/x/CernunnosCap) 2025-10-14T02:32Z XXX followers, XXX engagements "$HIMS Bank of America reiterates $XX PT *2030 $HIMS 10M customers with $6.5B ARR and $BAC still maintains $XX PT Who is this idiot at @BankofAmerica" [X Link](https://x.com/CernunnosCap/status/1978522781089206459) [@CernunnosCap](/creator/x/CernunnosCap) 2025-10-15T18:06Z XXX followers, XXX engagements "@mvcinvesting @grok we believe $NBIS makes 5c per $X Anthropic makes. How much will $NBIS make from the XX% stake in Clickhouse" [X Link](https://x.com/CernunnosCap/status/1978526324600750524) [@CernunnosCap](/creator/x/CernunnosCap) 2025-10-15T18:20Z XXX followers, 2392 engagements "$ROOT is growing revenue at 50%+ Competitors: $ALL $PGR $BRK $LMND $TRV If they maintain X% NET Profit margin(which we think they can definitely grow) 🚀 We project the following prices -" [X Link](https://x.com/CernunnosCap/status/1978616996099928113) [@CernunnosCap](/creator/x/CernunnosCap) 2025-10-16T00:20Z XXX followers, 1927 engagements "@JoshuaKushner is also the co-founder of $OSCR 🚀 🚀 🚀 BULLISH 🤑 $HIMS" [X Link](https://x.com/CernunnosCap/status/1978657634275266938) [@CernunnosCap](/creator/x/CernunnosCap) 2025-10-16T03:01Z XXX followers, XXX engagements "@DNV99999 They dont know how to build AI Data Centers. They just know how to run mining operation. We have a position in $CIFR purely because of euphoria. We really dont think $IREN will ever be a good business. $NBIS and $CRWV will only survive" [X Link](https://x.com/CernunnosCap/status/1978811939808481640) [@CernunnosCap](/creator/x/CernunnosCap) 2025-10-16T13:15Z XXX followers, 1381 engagements "@genZinvest0r We see $NBIS as an upcoming trillion $ company. For that to happen they would need to scale fast. They could sell voting rights in their subsidiaries or issue convertible bonds. Fine with both. AI race is real and what $NBIS is offering is way past what $IREN $CIFR is offering" [X Link](https://x.com/CernunnosCap/status/1978814981593252221) [@CernunnosCap](/creator/x/CernunnosCap) 2025-10-16T13:27Z XXX followers, XXX engagements "@JasonL_Capital @DNV99999 As we say to all $IREN bullsshow us your AI customers and we shall take the L gladly $IREN only AI customer left them and gave $CRWV their contract stating just land water air is not enough and Data centers need to be ACTUALLY delivered" [X Link](https://x.com/CernunnosCap/status/1978834460251455636) [@CernunnosCap](/creator/x/CernunnosCap) 2025-10-16T14:44Z XXX followers, XXX engagements "@JasonL_Capital @DNV99999 $CRWV got Microsoft OpenAI Meta $NBIS got Microsoft and more than XX small-mid sized businesses $CIFR got Google $IREN X AI customers and their bulls keep on saying they are not obligated to PR their customers 🤦♂" [X Link](https://x.com/CernunnosCap/status/1978835465357643995) [@CernunnosCap](/creator/x/CernunnosCap) 2025-10-16T14:48Z XXX followers, XXX engagements "@JasonL_Capital @DNV99999 Fluidstack is not a customer. Fluidstack is an enabler they enabled @poolsideai an $IREN customer who switched to $CRWV Also $IREN can only do bare-metal which has intense competition which will squeeze margins. X ability lol. We placed our bet on $NBIS way too long ago 🤣" [X Link](https://x.com/CernunnosCap/status/1978841732209913865) [@CernunnosCap](/creator/x/CernunnosCap) 2025-10-16T15:13Z XXX followers, XXX engagements "@JasonL_Capital @mrknowtalk @DNV99999 $NBIS and $CREV customers will never have power issues but $IREN customers will definitely have Reliability issues due to lack of experience" [X Link](https://x.com/CernunnosCap/status/1978842285207867444) [@CernunnosCap](/creator/x/CernunnosCap) 2025-10-16T15:15Z XXX followers, XXX engagements "@JasonL_Capital @mrknowtalk @DNV99999 Yes. $IREN is a miner. They dont have Data Center building experience. They excel at Bitcoin mining not soo much in AI Data Center space" [X Link](https://x.com/CernunnosCap/status/1978842971928748141) [@CernunnosCap](/creator/x/CernunnosCap) 2025-10-16T15:18Z XXX followers, XXX engagements "@JasonL_Capital @mrknowtalk @DNV99999 Proof of what $IREN started as a bitcoin miner lol. So did $CRWV but they actually started getting into the AI Data center space way before. $NBIS talent on the other hand comes from distinguished engineers of @yandexcom with years of data center building experience" [X Link](https://x.com/CernunnosCap/status/1978843615414645169) [@CernunnosCap](/creator/x/CernunnosCap) 2025-10-16T15:20Z XXX followers, XXX engagements "@JasonL_Capital @mrknowtalk @DNV99999 @yandexcom 🤣🤣🤣 what a way to get attention We are not really short but been thinking of shorting cuz their guidance is just unrealistic they dont have any distinct offerings vertical integration on Power is an absolute joke" [X Link](https://x.com/CernunnosCap/status/1978845454809833622) [@CernunnosCap](/creator/x/CernunnosCap) 2025-10-16T15:28Z XXX followers, XX engagements "@JasonL_Capital @mrknowtalk @DNV99999 @yandexcom I mean the biggest short is not to invest in $IREN at all. But we will attach a screenshot for sure. We are not afraid to lose" [X Link](https://x.com/CernunnosCap/status/1978849139849830706) [@CernunnosCap](/creator/x/CernunnosCap) 2025-10-16T15:42Z XXX followers, XXX engagements "@JasonL_Capital @manoylo_vnc @mrknowtalk @DNV99999 Not an $IREN hater lol We stated the facts. You just keep denying. You havent given us an actual AI customer name. Fine they guided for $500M AI cloud revenue. They also guided for $200M-$250M Dec-25 June they did $26M lets see if they can 5x without any customers" [X Link](https://x.com/CernunnosCap/status/1978851418539728909) [@CernunnosCap](/creator/x/CernunnosCap) 2025-10-16T15:51Z XXX followers, XXX engagements "@mrknowtalk @JasonL_Capital @manoylo_vnc @DNV99999 Also if $IREN is playing the $CRWV playbook then thats not the best move either. For us there is only ONE AI PURE PLAY - $NBIS" [X Link](https://x.com/CernunnosCap/status/1978876333943067095) [@CernunnosCap](/creator/x/CernunnosCap) 2025-10-16T17:30Z XXX followers, XXX engagements "@vicin888 @JasonL_Capital @DNV99999 @poolsideai But $GOOGL is a $CIFR client $META $MSFT are $CRWV clients $MSFT is $NBIS client Whos left" [X Link](https://x.com/CernunnosCap/status/1978876768930193806) [@CernunnosCap](/creator/x/CernunnosCap) 2025-10-16T17:32Z XXX followers, XXX engagements "@Aktiehedonist We quite differ over there. This idea of power constrain is something we dont understand. We have unlimited power in Sun. $NBIS is vertically integrated + has the tech stack needed to empower the AI workloads. We have seen $CRWV acquire software companies because of that" [X Link](https://x.com/CernunnosCap/status/1979229006454222950) [@CernunnosCap](/creator/x/CernunnosCap) 2025-10-17T16:52Z XXX followers, XXX engagements "@Aktiehedonist Thats not an issue. Solar energy will be stored in large fleets of Batteries( $FLNC and $EOSE ). *These can be used as backup as well And the Batteries shall deliver the energy in milliseconds" [X Link](https://x.com/CernunnosCap/status/1979240484930490799) [@CernunnosCap](/creator/x/CernunnosCap) 2025-10-17T17:37Z XXX followers, XXX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@CernunnosCap Cernunnos Capital
Cernunnos Capital posts on X about $iren, $nbis, $crwv, $cifr the most. They currently have XXX followers and XXX posts still getting attention that total XX engagements in the last XX hours.
Engagements: XX #
- X Week XXXXXX +26%
- X Month XXXXXX -XX%
- X Months XXXXXXX +1,146,863%
- X Year XXXXXXX +509,706%
Mentions: XX #
- X Week XX +62%
- X Month XXX +12%
- X Months XXX +37,400%
- X Year XXX +37,500%
Followers: XXX #
- X Week XXX +7.80%
- X Month XXX +14%
CreatorRank: undefined #
Social Influence #
Social category influence stocks XXXXX% cryptocurrencies XXXX% finance XXXX% technology brands XXXX% countries XXX%
Social topic influence $iren #329, $nbis #211, $crwv 3.96%, $cifr #221, $root #46, $pgr #25, $lmnd #417, bitcoin 1.98%, $brk #3, $googl XXXX%
Top accounts mentioned or mentioned by @dnv99999 @jasonlcapital @mrknowtalk @jasonl_capital @mvcinvesting @longoption @alc2022 @avrideai @novonordisk @andrewdudum @nebiusai @danielisdizzy @topsecretstocks @grok @aimarnils @meeijer @venuguntupalli7 @manoylovnc @endicottinvests @nighthawktradez
Top assets mentioned IREN Limited (IREN) Nebius Group N.V. Class A Ordinary Shares (NBIS) CoreWeave, Inc. (CRWV) Cipher Mining Inc. Common Stock (CIFR) The Root Network (ROOT) Progressive Corp (PGR) Lemonade, Inc. (LMND) Bitcoin (BTC) Alphabet Inc Class A (GOOGL) Hims & Hers Health, Inc. (HIMS) Oscar Health, Inc. (OSCR) Alliance Fan Token (ALL) Bitfarms Ltd. (BITF) Carvana Co. (CVNA) reAlpha Tech Corp. Common Stock (AIRE) NVIDIA Corp. (NVDA) Bank of America (BAC) Basis Cash (BAC) TrustVerse (TRV) Microsoft Corp. (MSFT) Metadium (META) Fluence Energy, Inc. Class A Common Stock (FLNC) Eos Energy Enterprises, Inc. (EOSE)
Top Social Posts #
Top posts by engagements in the last XX hours
"@Aktiehedonist This is exactly why most bitcoin miners turned AI Data Centers will get exposed with time. Inferencing and AI edge compute are latency constrainted. Miners got all the power and GPUs but are are over exposed to specific locations $IREN $CIFR $BITF"
X Link @CernunnosCap 2025-10-17T16:33Z XXX followers, XXX engagements
"🔗 The silent killer = Embedded Insurance $ROOT plugging directly into car dealers lenders and fintechs. Customers buy insurance at the point of sale. Low CAC. Sticky retention. Legacy insurers cant copy this. $CVNA $PGR $BRK"
X Link @CernunnosCap 2025-10-10T18:42Z XXX followers, XXX engagements
"🎯 The asymmetric setup If $ROOT just: ✅ Keeps revenue growth XX% ✅ Expands to all XX states ✅ Sustains XX% margins Youre not looking at a $1B company Youre looking at a $57B+ story 🚀 $LMND $OSCR $HIMS $NBIS"
X Link @CernunnosCap 2025-10-10T18:42Z XXX followers, XXX engagements
"What happened to $ROOT 🧐 Any news $ROOT-sters $PGR $LMND $ALL $BRK"
X Link @CernunnosCap 2025-10-15T18:51Z XXX followers, XXX engagements
"@thereplygui @Aktiehedonist The core issue with $IREN: Theyre HODLing GPUs betting customers flock to their data centers. But latency kills that-geolocation matters for AI workloads. Customers wont tolerate lag. To compete theyd need dirt-cheap bare-metal servers which crushes margins. Not Good. 🫤"
X Link @CernunnosCap 2025-10-17T17:33Z XXX followers, XXX engagements
"@hypergrowth102 Perfect for an investment like $AIRE"
X Link @CernunnosCap 2025-10-08T18:49Z XXX followers, XXX engagements
"🚗💥 $ROOT might be the most asymmetric play in the market right now. Tiny float. Explosive growth. Real profits. AI-driven insurance in a $350B+ market. Almost nobodys paying attention. Lets talk about why this could 3-5x 🧵👇 $PGR $BRK $LMND"
X Link @CernunnosCap 2025-10-10T18:42Z XXX followers, 5039 engagements
"🛞 The TAM is insane Auto insurance = $350B+ annual premiums. Legacy players are slow fat & still using ZIP codes and age brackets to price risk 🤡 $ROOT rebuilt everything from scratch with AI + telematics as its DNA. @GEICO @StateFarm $PGR @progressive #insurance"
X Link @CernunnosCap 2025-10-10T18:42Z XXX followers, XXX engagements
"@daniel_koss We don't think it's a good decision to sell $NBIS before 2025 ends anyway lol. Most of us early investors are sitting on 300%-400% unrealized gains. The cost of tax triggered and buying back again is too grossly expensive"
X Link @CernunnosCap 2025-10-12T17:30Z XXX followers, XXX engagements
"@jaybananabread @longoption XX% YoY revenue growth sustainability: X. Younger users are more likely to prefer $ROOT/$LMND over Geico/State Farm like $HOODs appeal X. Costs w/ cloud-native platform & AI for cheaper quotes X. Expand digital-first marketing X. Partner w/ fintechs #Insurtech 🚀"
X Link @CernunnosCap 2025-10-13T17:33Z XXX followers, XXX engagements
"Both $CIFR & $IREN started as $BTC miners now chasing AI/HPC gold. But heres the split: 🟢 $CIFR: Secured 10-yr $3B AI hosting deal with FluidStack (@Google in for $1.4B). 🔴 $IREN: Betting big on @nvidia GPUs but its a cash-burning gamble. $NVDA $GOOGL $NBIS"
X Link @CernunnosCap 2025-10-14T02:32Z XXX followers, XX engagements
"$CIFR deal is a GAME-CHANGER. $3B in contracted revenue 80-85% NOI margins XXX MW live by Sept 2026 @Google XXX% equity stake screams credibility. This isnt hypeits @Equinix for AI. Meanwhile $CIFR #Bitcoin mining keeps cash flowing. $IREN $BTC"
X Link @CernunnosCap 2025-10-14T02:32Z XXX followers, XXX engagements
"$HIMS Bank of America reiterates $XX PT *2030 $HIMS 10M customers with $6.5B ARR and $BAC still maintains $XX PT Who is this idiot at @BankofAmerica"
X Link @CernunnosCap 2025-10-15T18:06Z XXX followers, XXX engagements
"@mvcinvesting @grok we believe $NBIS makes 5c per $X Anthropic makes. How much will $NBIS make from the XX% stake in Clickhouse"
X Link @CernunnosCap 2025-10-15T18:20Z XXX followers, 2392 engagements
"$ROOT is growing revenue at 50%+ Competitors: $ALL $PGR $BRK $LMND $TRV If they maintain X% NET Profit margin(which we think they can definitely grow) 🚀 We project the following prices -"
X Link @CernunnosCap 2025-10-16T00:20Z XXX followers, 1927 engagements
"@JoshuaKushner is also the co-founder of $OSCR 🚀 🚀 🚀 BULLISH 🤑 $HIMS"
X Link @CernunnosCap 2025-10-16T03:01Z XXX followers, XXX engagements
"@DNV99999 They dont know how to build AI Data Centers. They just know how to run mining operation. We have a position in $CIFR purely because of euphoria. We really dont think $IREN will ever be a good business. $NBIS and $CRWV will only survive"
X Link @CernunnosCap 2025-10-16T13:15Z XXX followers, 1381 engagements
"@genZinvest0r We see $NBIS as an upcoming trillion $ company. For that to happen they would need to scale fast. They could sell voting rights in their subsidiaries or issue convertible bonds. Fine with both. AI race is real and what $NBIS is offering is way past what $IREN $CIFR is offering"
X Link @CernunnosCap 2025-10-16T13:27Z XXX followers, XXX engagements
"@JasonL_Capital @DNV99999 As we say to all $IREN bullsshow us your AI customers and we shall take the L gladly $IREN only AI customer left them and gave $CRWV their contract stating just land water air is not enough and Data centers need to be ACTUALLY delivered"
X Link @CernunnosCap 2025-10-16T14:44Z XXX followers, XXX engagements
"@JasonL_Capital @DNV99999 $CRWV got Microsoft OpenAI Meta $NBIS got Microsoft and more than XX small-mid sized businesses $CIFR got Google $IREN X AI customers and their bulls keep on saying they are not obligated to PR their customers 🤦♂"
X Link @CernunnosCap 2025-10-16T14:48Z XXX followers, XXX engagements
"@JasonL_Capital @DNV99999 Fluidstack is not a customer. Fluidstack is an enabler they enabled @poolsideai an $IREN customer who switched to $CRWV Also $IREN can only do bare-metal which has intense competition which will squeeze margins. X ability lol. We placed our bet on $NBIS way too long ago 🤣"
X Link @CernunnosCap 2025-10-16T15:13Z XXX followers, XXX engagements
"@JasonL_Capital @mrknowtalk @DNV99999 $NBIS and $CREV customers will never have power issues but $IREN customers will definitely have Reliability issues due to lack of experience"
X Link @CernunnosCap 2025-10-16T15:15Z XXX followers, XXX engagements
"@JasonL_Capital @mrknowtalk @DNV99999 Yes. $IREN is a miner. They dont have Data Center building experience. They excel at Bitcoin mining not soo much in AI Data Center space"
X Link @CernunnosCap 2025-10-16T15:18Z XXX followers, XXX engagements
"@JasonL_Capital @mrknowtalk @DNV99999 Proof of what $IREN started as a bitcoin miner lol. So did $CRWV but they actually started getting into the AI Data center space way before. $NBIS talent on the other hand comes from distinguished engineers of @yandexcom with years of data center building experience"
X Link @CernunnosCap 2025-10-16T15:20Z XXX followers, XXX engagements
"@JasonL_Capital @mrknowtalk @DNV99999 @yandexcom 🤣🤣🤣 what a way to get attention We are not really short but been thinking of shorting cuz their guidance is just unrealistic they dont have any distinct offerings vertical integration on Power is an absolute joke"
X Link @CernunnosCap 2025-10-16T15:28Z XXX followers, XX engagements
"@JasonL_Capital @mrknowtalk @DNV99999 @yandexcom I mean the biggest short is not to invest in $IREN at all. But we will attach a screenshot for sure. We are not afraid to lose"
X Link @CernunnosCap 2025-10-16T15:42Z XXX followers, XXX engagements
"@JasonL_Capital @manoylo_vnc @mrknowtalk @DNV99999 Not an $IREN hater lol We stated the facts. You just keep denying. You havent given us an actual AI customer name. Fine they guided for $500M AI cloud revenue. They also guided for $200M-$250M Dec-25 June they did $26M lets see if they can 5x without any customers"
X Link @CernunnosCap 2025-10-16T15:51Z XXX followers, XXX engagements
"@mrknowtalk @JasonL_Capital @manoylo_vnc @DNV99999 Also if $IREN is playing the $CRWV playbook then thats not the best move either. For us there is only ONE AI PURE PLAY - $NBIS"
X Link @CernunnosCap 2025-10-16T17:30Z XXX followers, XXX engagements
"@vicin888 @JasonL_Capital @DNV99999 @poolsideai But $GOOGL is a $CIFR client $META $MSFT are $CRWV clients $MSFT is $NBIS client Whos left"
X Link @CernunnosCap 2025-10-16T17:32Z XXX followers, XXX engagements
"@Aktiehedonist We quite differ over there. This idea of power constrain is something we dont understand. We have unlimited power in Sun. $NBIS is vertically integrated + has the tech stack needed to empower the AI workloads. We have seen $CRWV acquire software companies because of that"
X Link @CernunnosCap 2025-10-17T16:52Z XXX followers, XXX engagements
"@Aktiehedonist Thats not an issue. Solar energy will be stored in large fleets of Batteries( $FLNC and $EOSE ). *These can be used as backup as well And the Batteries shall deliver the energy in milliseconds"
X Link @CernunnosCap 2025-10-17T17:37Z XXX followers, XXX engagements