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# ![@CryptoSavant2 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1393860872209108992.png) @CryptoSavant2 CryptoSavant

CryptoSavant posts on X about $slnh, bitcoin, $iren, ai the most. They currently have [-------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::1393860872209108992/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1393860872209108992/c:line/m:interactions.svg)

- [--] Week [-----] -2.30%
- [--] Month [-----] +369%
- [--] Months [------] +240%
- [--] Year [------] +1,860%

### Mentions: [--] [#](/creator/twitter::1393860872209108992/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1393860872209108992/c:line/m:posts_active.svg)

- [--] Months [--] +41%
- [--] Year [--] +4,300%

### Followers: [-------] [#](/creator/twitter::1393860872209108992/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1393860872209108992/c:line/m:followers.svg)

- [--] Week [---] +0.72%
- [--] Month [---] -0.36%
- [--] Months [---] +95%
- [--] Year [---] +615%

### CreatorRank: [---------] [#](/creator/twitter::1393860872209108992/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1393860872209108992/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  [stocks](/list/stocks)  [cryptocurrencies](/list/cryptocurrencies)  [technology brands](/list/technology-brands)  [social networks](/list/social-networks)  [exchanges](/list/exchanges)  [countries](/list/countries)  [automotive brands](/list/automotive-brands)  [currencies](/list/currencies)  [celebrities](/list/celebrities) 

**Social topic influence**
[$slnh](/topic/$slnh), [bitcoin](/topic/bitcoin), [$iren](/topic/$iren), [ai](/topic/ai), [$cifr](/topic/$cifr), [debt](/topic/debt), [$bitf](/topic/$bitf), [$fsly](/topic/$fsly) #157, [money](/topic/money), [akam](/topic/akam) #149

**Top accounts mentioned or mentioned by**
[@mcnalliem](/creator/undefined) [@jbelizaireceo](/creator/undefined) [@mikealfred](/creator/undefined) [@ericjackson](/creator/undefined) [@amitisinvesting](/creator/undefined) [@youtube](/creator/undefined) [@solunaholdings](/creator/undefined) [@dmgblockchain](/creator/undefined) [@themooncarl](/creator/undefined) [@dmginvestors](/creator/undefined) [@billackman](/creator/undefined) [@garethsoloway](/creator/undefined) [@oceanpowertech](/creator/undefined) [@arnytrezzi](/creator/undefined) [@senlummis](/creator/undefined) [@zssbecker](/creator/undefined) [@bambroughkevin](/creator/undefined) [@otcbitcoin](/creator/undefined) [@derekquick1](/creator/undefined) [@solchatcoin](/creator/undefined)

**Top assets mentioned**
[Bitcoin (BTC)](/topic/bitcoin) [Iris Energy Limited (IREN)](/topic/$iren) [Cipher Mining Inc. Common Stock (CIFR)](/topic/$cifr) [Bitfarms Ltd. (BITF)](/topic/$bitf) [Fastly, Inc. (FSLY)](/topic/$fsly) [TeraWulf Inc. (WULF)](/topic/$wulf) [Akamai Technologies, Inc. (AKAM)](/topic/$akam) [DigitalOcean Holdings, Inc. (DOCN)](/topic/$docn) [Hut [--] Mining Corp. (HUT)](/topic/$hut) [Opendoor Technologies Inc Common Stock (OPEN)](/topic/$open) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [CLEANSPARK INC (CLSK)](/topic/$clsk) [Asset Entities Inc. (ASST)](/topic/$asst) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Riot Platforms, Inc. (RIOT)](/topic/$riot) [Landwolf (WOLF)](/topic/$wolf) [NVIDIA Corp. (NVDA)](/topic/$nvda) [MARA Holdings, Inc. (MARA)](/topic/$mara) [Tesla, Inc. (TSLA)](/topic/$tsla) [Trade Desk, Inc. (TTD)](/topic/$ttd) [Bitdeer Technologies Group (BTDR)](/topic/$btdr) [Strategy (MSTR)](/topic/$mstr) [retard to retired (R/R)](/topic/$rr)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@ZssBecker bro i love you but boy you've been too bearish on BTC all the way up from 16k"  
[X Link](https://x.com/CryptoSavant2/status/1716640026438549936)  2023-10-24T02:17Z [--] followers, [---] engagements


"@BambroughKevin Drinking again I see sir"  
[X Link](https://x.com/CryptoSavant2/status/1743210346939023747)  2024-01-05T09:58Z [--] followers, [---] engagements


"@OTC_Bitcoin Nope. You shorted at 44k and it popped to 49k in your eye. We have receipts. Then you flipped to maybe bullish. Then pullback. We saw it all. Horrific"  
[X Link](https://x.com/CryptoSavant2/status/1745560561570509260)  2024-01-11T21:37Z [--] followers, [--] engagements


"@derekquick1 just buy bitcoin - or the miners - my clsk up 35% today. 5% on pypl"  
[X Link](https://x.com/CryptoSavant2/status/1756050338908377188)  2024-02-09T20:20Z [--] followers, [---] engagements


"@SolChatCoin Seems like a natural to integrate with video games on sol network. Allow friends to play and call each other on screen. Partnerships Get em"  
[X Link](https://x.com/CryptoSavant2/status/1767624502169506231)  2024-03-12T18:51Z [--] followers, [----] engagements


"@mikealfred My tsll been much better but Bitcoin is good too"  
[X Link](https://x.com/CryptoSavant2/status/1880301446463385618)  2025-01-17T17:09Z [--] followers, [---] engagements


"@jefftimmer Tesla is rallying now. Dems popularity is tanking"  
[X Link](https://x.com/CryptoSavant2/status/1915705216344764713)  2025-04-25T09:51Z [--] followers, [--] engagements


"Watching CORZ fall back to pre acquisition price - How about at topping bid on CORZ From grok related to merger agreement: Go-Shop Provision: The agreement includes a 45-day go-shop period allowing Core Scientific to actively solicit alternative proposals from third parties. This provision explicitly creates room for a topping bid as it permits Core Scientific to seek and consider superior offers before the deal closes. If a superior proposal emerges Core Scientific can terminate the agreement with CoreWeave subject to paying a termination fee (typically 1-3% of the deal value though the"  
[X Link](https://x.com/CryptoSavant2/status/1942976913007407379)  2025-07-09T15:59Z [--] followers, [--] engagements


"Amazing thread here. Read if you like making money. $IREN $IREN is successfully applying the $TSLA playbook to datacenters and is positioned to grow exponentially as crypto and AI continue growing fast ๐Ÿงต https://t.co/ujCXGSmbSq $IREN is successfully applying the $TSLA playbook to datacenters and is positioned to grow exponentially as crypto and AI continue growing fast ๐Ÿงต https://t.co/ujCXGSmbSq"  
[X Link](https://x.com/CryptoSavant2/status/1944421012407198159)  2025-07-13T15:37Z [--] followers, [--] engagements


"Google to invest $25 billion in data centers AI infrastructure across largest U.S. grid @CNBC $IREN $CIFR $BITF $WULF $HUT https://www.cnbc.com/2025/07/15/google-to-invest-25-billion-in-data-centers-ai-infrastructure-in-pjm.html__source=iosappshare%7Ccom.apple.UIKit.activity.PostToTwitter https://www.cnbc.com/2025/07/15/google-to-invest-25-billion-in-data-centers-ai-infrastructure-in-pjm.html__source=iosappshare%7Ccom.apple.UIKit.activity.PostToTwitter"  
[X Link](https://x.com/CryptoSavant2/status/1945070236698366338)  2025-07-15T10:37Z [---] followers, [---] engagements


"Lack of pullback from miners when btc falls 3k overnight tells you shorts have lost the battle on the HPC rerates like $iren $cifr $hut $bitf $wulf - we are about to melt up. All aboard"  
[X Link](https://x.com/CryptoSavant2/status/1945073970434256926)  2025-07-15T10:52Z [---] followers, [---] engagements


"Just bought some $SLNH. $.43 is too low. Let the smoke clear. This will double quick. Assymetric lottery ticket. What you think @McnallieM Maybe time for another interview"  
[X Link](https://x.com/CryptoSavant2/status/1945446979502297233)  2025-07-16T11:34Z [---] followers, [---] engagements


"$open from grok: Operational Improvements: Opendoor is transitioning to an asset-light agent-assisted model moving away from its capital-intensive iBuying approach. This strategic shift along with the launch of the Key Agent app to streamline home assessments has boosted investor confidence. The company reported $1.2 billion in revenue in Q1 [----] (up 6% quarter-over-quarter) reduced its net loss to $85 million from $109 million year-over-year and projects positive Adjusted EBITDA ($1020 million) for Q2 [----]. @ericjackson @amitisinvesting"  
[X Link](https://x.com/CryptoSavant2/status/1946006721668718841)  2025-07-18T00:38Z [---] followers, [---] engagements


"I Bought $OPEN at $1.02. Why I'm sill Bullish AF: A Deep Dive Thread ๐Ÿ  The Core Business: Innovating Real Estate with iBuying - Opendoor's platform buys homes directly from sellers for cash renovates and resellsstreamlining the process with no showings or haggling. Their AI-driven pricing algorithms give them an edge in accurate valuations.They've outlasted rivals like Zillow who exited iBuying after big losses in 2022-2023. This leaves Opendoor as a dominant player in a disruptive space making home transactions as easy as e-commerce. Echoes of Carvana - giant TAM too"  
[X Link](https://x.com/CryptoSavant2/status/1947951146326208784)  2025-07-23T09:25Z [---] followers, [----] engagements


"Strategic Shift: Embracing an Asset-Light Referral Model - Opendoor is pivoting to a hybrid asset-light approach via their "Key Connections" program. Instead of buying every home they refer sellers to partner "super agents" for traditional listings earning referral fees. Launched in June [----] across more markets this reduces inventory risks and capital needs while leveraging agents' expertise. It's a smart evolution from pure iBuying aiming for sustainable growth in a volatile housing market. This will be a key growth driver in coming years. Totally additive to margins and cash flow. Expect"  
[X Link](https://x.com/CryptoSavant2/status/1947951147823567336)  2025-07-23T09:25Z [---] followers, [---] engagements


"Financial Progress: Turning the CornerAfter a 98% drop from [----] highs signs of recovery are emerging. Q1 [----] revenue: $1.153B. Gross profit: $99M. Contribution margin: +4.7% (up from negative in 2023). Homes purchased: [----] in Q1; full [----] total: [-----] (31% YoY growth). Cash on hand: $559M. Q2 guidance: $1.45-1.525B revenue positive adjusted EBITDA of $10-20M. (THIS IS A BIG F'ING DEAL - POSITIVE) Net loss narrowed to $85M in Q1 showing efficiency gains"  
[X Link](https://x.com/CryptoSavant2/status/1947951149144789495)  2025-07-23T09:25Z [---] followers, [--] engagements


"Market Tailwinds: Housing Rebound on the Horizon High mortgage rates (7%+) have slowed the market but Fed rate cuts loom potentially boosting transactions. Opendoor is well-positioned to capture share. Innovations like the Key Agent app for assessments add efficiency. Plus exploring fintech ties including crypto could bridge proptech and finance. Exciting potential as the sector evolves. Trump was even talking removing cap gains tax on real estate sales - imagine"  
[X Link](https://x.com/CryptoSavant2/status/1947951150512165195)  2025-07-23T09:25Z [---] followers, [---] engagements


"6/ Momentum from Retail and Activists Thank you @ericjackson OPEN has got a family. It's got meme stock energy: 1B+ shares traded in a day short interest 20% buzzing on Reddit/WSB"  
[X Link](https://x.com/CryptoSavant2/status/1947951151766176128)  2025-07-23T09:25Z [---] followers, [--] engagements


"@MunchBaby1337 Every turnaround is volatile - but this retraced 50% quick - so ought to stabilize in here and start trending higher soon. Hold for the ride. Or add if dummies sell. Good earnings and end of reverse split coming asap"  
[X Link](https://x.com/CryptoSavant2/status/1947952819383799948)  2025-07-23T09:31Z [---] followers, [--] engagements


"1/10 Just scooped up shares of $WOLF (Wolfspeed) at around $1.50 yes you read that right. While the market's been brutal on this stock dropping 94% in the first half of [----] alone I'm betting on a comeback. Here's why I'm buying into the dip and seeing massive upside potential. Let's break it down. #Investing #Semiconductors"  
[X Link](https://x.com/CryptoSavant2/status/1948028253601472852)  2025-07-23T14:31Z [---] followers, [----] engagements


"2/10 First who is Wolfspeed They're a powerhouse in silicon carbide (SiC) and gallium nitride (GaN) tech materials that are game-changers for electric vehicles (EVs) renewable energy 5G and power systems. SiC chips are more efficient than traditional silicon reducing energy loss by up to 30% in EVs and solar inverters. In a world pushing for green tech Wolfspeed's positioned as a leader"  
[X Link](https://x.com/CryptoSavant2/status/1948028254964617461)  2025-07-23T14:31Z [---] followers, [---] engagements


"3/10 The elephant in the room: Bankruptcy. Wolfspeed filed for Chapter [--] on June [--] [----] to restructure their debt. But this isn't a liquidation it's a proactive move to slash total debt by 70% and cut interest expenses by 60%. They're expecting to emerge stronger by Q3 end with a cleaner balance sheet for scalable growth. This could be the reset they need"  
[X Link](https://x.com/CryptoSavant2/status/1948028256331948370)  2025-07-23T14:31Z [---] followers, [---] engagements


"4/10 Look at the recent action shares skyrocketed 96% in a single day on July [--] after positive reorganization updates. Sure it's volatile (up 10% just last Friday) but that rally shows investor interest in the turnaround story. With a market cap under $250M and $1.4B in cash it's trading at a fraction of its potential value post-restructuring"  
[X Link](https://x.com/CryptoSavant2/status/1948028257665691711)  2025-07-23T14:31Z [---] followers, [---] engagements


"7/10 I'm not ignoring risks bankruptcy could dilute shareholders and competition from ON Semi or Infineon is fierce. But at this price the risk/reward skews positive for contrarians. I've seen BK plays rebound big (e.g. Hertz post-COVID). Entered at $1.04 avg like some traders eyeing $3-5 short-term if reorg goes smooth"  
[X Link](https://x.com/CryptoSavant2/status/1948028262661427208)  2025-07-23T14:31Z [---] followers, [---] engagements


"10/10 Bottom line: Buying $WOLF because the tech is future-proof the restructure clears the debt overhang and the stock's dirt cheap. Who's with me on this wolf pack"  
[X Link](https://x.com/CryptoSavant2/status/1948028266549301553)  2025-07-23T14:31Z [---] followers, [---] engagements


"Excited about $OPEN's Cash Plus launch todayit's a smart hybrid blending cash offers with agent-led listings. Sellers get upfront equity (most of home value in [--] days) skip repairs/showings and chase market upside. No more tough choices in a volatile housing market. 1/5 @ericjackson"  
[X Link](https://x.com/CryptoSavant2/status/1948339575383847092)  2025-07-24T11:08Z [---] followers, [--] engagements


"How it works: Sell to Opendoor for quick cash they prep the home to list-ready partner agents market it for max price and you pocket extra proceeds net of fees. Powered by AI valuations and efficient repairs it addresses seller pain points while reducing Opendoor's risks. 2/5"  
[X Link](https://x.com/CryptoSavant2/status/1948339576793080087)  2025-07-24T11:08Z [---] followers, [--] engagements


"A lot of good information here. True turnaround here. I hope the Tuesday earnings call lays out the vision. It's always such an honor to talk to @ericjackson He is an amazing investor and he is an amazing person If you are interested in anything related to $OPEN $IREN $CIFR $NBIS $WULF - Watch the interview Especially on $OPEN we discussed everything in depth and I think you may https://t.co/JeKpVTokO3 It's always such an honor to talk to @ericjackson He is an amazing investor and he is an amazing person If you are interested in anything related to $OPEN $IREN $CIFR $NBIS $WULF - Watch the"  
[X Link](https://x.com/CryptoSavant2/status/1951085069029769420)  2025-08-01T00:58Z [---] followers, [--] engagements


"6/ Market headwinds explain the Q3 sandbag: Seasonal slowdown + high rates stifling transactions. But macro tailwinds incomingFed rate cuts likely soon (BLS revisions boosting odds) which could juice housing activity. $OPEN survived the 2022-24 bloodbath; now positioned to thrive as rates drop. As one reply to Eric noted: "If the Fed cuts Open will rocket." Spot on"  
[X Link](https://x.com/CryptoSavant2/status/1953013596788559897)  2025-08-06T08:41Z [---] followers, [--] engagements


"7/ Balance sheet's rock solid: Refinanced convertibles boosted non-recourse lines for liquidity. Pulled cash from inventory (principle payments spiked) hinting at flexibility for acquisitions or ramp-ups. From X chatter: "Something else may be brewing"agreed this setup screams opportunistic growth once market turns"  
[X Link](https://x.com/CryptoSavant2/status/1953013598004842795)  2025-08-06T08:41Z [---] followers, [--] engagements


"8/ Don't sleep on the retail/meme factor. Wheeler thanked "new investors" (shoutout to the army building around Eric's thesis). Like $CVNA's turnaround memes & conviction precede the rip. Eric's path to $82+$200 intact: Undervalued platform in $4T housing market monopoly-by-default potential. Institutions will pile in as fixes (board/IR engagement) materialize"  
[X Link](https://x.com/CryptoSavant2/status/1953013599191928934)  2025-08-06T08:41Z [---] followers, [--] engagements


"7/ Risks EPS miss ($0.05 vs $0.07) from one-offs net loss $14M (but narrowing). Short-term vol from offering execution. But asymmetric bet: Survived 2022-24 downturn now inflecting. X bulls eyeing "stock/ETF perps" & AI playsAPPS fits as enabler. Community conviction growing like $CVNA turnaround"  
[X Link](https://x.com/CryptoSavant2/status/1953037597212602619)  2025-08-06T10:17Z [---] followers, [--] engagements


"8/ Balance sheet flex: Refinanced debt earlier liquidity boost from offering. Not desperateopportunistic for M&A in fragmented adtech. As one X post said: "Strong revenue trends despite sink"yep. Buying because overreaction to offering ignores the beat & raise. Long-term winner in $100B+ mobile ecosystem"  
[X Link](https://x.com/CryptoSavant2/status/1953037598567321913)  2025-08-06T10:17Z [---] followers, [--] engagements


"9/ Not FADYOR. Sources: DT press release earnings call SEC 8-K on offering X discussions. Full deets: Who's dipping with me $APPS ๐Ÿš€ #BuyTheDip http://investors.digitalturbine.com http://investors.digitalturbine.com"  
[X Link](https://x.com/CryptoSavant2/status/1953037599787893004)  2025-08-06T10:17Z [---] followers, [--] engagements


"Q2 was strong: Revenue $694M (+19% YoY beat est. by $8M) Adj. EPS $0.41 (in line) EBITDA $271M with 39% margins. Customer retention 95% for 11+ yearssticky business in programmatic ads. Growth dipped from Q1's 25% but still double-digits amid macro ad volatility. Fundamentals are rock solid. 2/7"  
[X Link](https://x.com/CryptoSavant2/status/1954582333224255782)  2025-08-10T16:35Z [---] followers, [--] engagements


"The sell-off Blame CFO departure (replaced by ex-Salesforce exec Alex Kayyalupgrade IMO) Q3 guidance $717M rev (up 14% slight beat but "cautious") and no FY25 outlook. Stock ran 56% YTD into earningspriced for perfection. Similar drop last year Rebounded 100%+. Algos panic I buy. 3/7"  
[X Link](https://x.com/CryptoSavant2/status/1954582334470046035)  2025-08-10T16:35Z [---] followers, [--] engagements


"$TTD's moat is expanding: CTV (connected TV) is booming as ads shift digital Kokai AI platform adoption up to 75% of clients (from 66%) retail media surging. They're winning in the open internet vs. walled gardens like Google/Meta. $1T global ad market TTD's positioned to capture more with AI-driven efficiency. 4/7"  
[X Link](https://x.com/CryptoSavant2/status/1954582335761838521)  2025-08-10T16:35Z [---] followers, [--] engagements


"Not my first rodeoI've seen these dips turn into massive gains. Patience pays. 6/7"  
[X Link](https://x.com/CryptoSavant2/status/1954582338228081094)  2025-08-10T16:35Z [---] followers, [--] engagements


"I'm no advisor just sharing my thesis. What about you Buying the $TTD dip or waiting Drop thoughts below ๐Ÿš€ #TTD #BuyTheDip #Investing 7/7"  
[X Link](https://x.com/CryptoSavant2/status/1954582340233302064)  2025-08-10T16:35Z [---] followers, [--] engagements


"Great analysis here. I own a truckload of wulf bought more on announcement. Transformational deal. $Wulf on its way to $50. Buy $cifr $iren $bitf $hut TeraWulf-Google Partnership: $3.7 Billion AI Infrastructure Deal Breakdown ๐Ÿชซโšก TeraWulf Inc. ( $WULF ) announced today a partnership that fundamentally repositions the company from a Bitcoin mining operation to a major AI infrastructure provider something that many people who https://t.co/Sf9qAv0lQf TeraWulf-Google Partnership: $3.7 Billion AI Infrastructure Deal Breakdown ๐Ÿชซโšก TeraWulf Inc. ( $WULF ) announced today a partnership that"  
[X Link](https://x.com/CryptoSavant2/status/1956278780667834684)  2025-08-15T08:56Z [---] followers, [----] engagements


"1/11: Thread: Why $SLNH (Soluna Holdings) is a compelling buy right now at crazy cheap $0.52. (20- 40x upside) Fresh insights from Q2 [----] Business Update Earnings Power Presentation & [----] Shareholder Letter. Green AI/BTC data centers poised for explosion amid compute shortages. Not fin adviceDYOR #SLNH #AI"  
[X Link](https://x.com/CryptoSavant2/status/1965359420956664245)  2025-09-09T10:19Z [---] followers, [----] engagements


"3/11: Q2 [----] highlights: Revenue $6.2M (up 4% QoQ) 19% gross margin Adj EBITDA ($1.2M) improved QoQ. Installed hashrate [---] EH/s [---] MW managed. Dorothy [--] Phase [--] energized (14 MW) onboarding customers. Exited HPE focusing on AI JVs & BTC hosting"  
[X Link](https://x.com/CryptoSavant2/status/1965359423611912264)  2025-09-09T10:19Z [---] followers, [---] engagements


"4/11: Pipeline firepower: [---] GW long-term +200 MW in June. Shovel-ready: Kati (166 MW BTC/AI). Term sheets: Rosa (187 MW) Hedy (120 MW) Ellen (100 MW) Annie (75 MW solar). [----] catalysts: Dorothy [--] full ramp Kati groundbreaking more AI partnerships"  
[X Link](https://x.com/CryptoSavant2/status/1965359425084129436)  2025-09-09T10:19Z [---] followers, [---] engagements


"5/11: Earnings ramp (base $55 hashprice): Consolidated rev to $132M by [----] Adj EBITDA $70M from Dorothy [--] Kati [--] +2 similar projects. Upside ($75 hashprice): Rev $167M EBITDA $100M. No AI revenue baked in yetmassive potential as they build HPC expertise"  
[X Link](https://x.com/CryptoSavant2/status/1965359426732483071)  2025-09-09T10:19Z [---] followers, [---] engagements


"6/11: Stellar project economics: BTC hosting (25% stake)755% ROIC 50% IRR post-flip. AI/HPC: 560% ROIC 37.7% IRR. Low corp debt ($24M) project-level financing. Soluna earns O&M fees (20% margin) developer shares (7.5% pre-flip 50% post) ownership profits"  
[X Link](https://x.com/CryptoSavant2/status/1965359428070506644)  2025-09-09T10:19Z [---] followers, [---] engagements


"8/11: Why now AI compute demand exploding (26-36% annual growth) renewables curtailment wasting energySoluna solves both. BTC mining consolidating to efficient hosts. Perfect storm for behind-the-meter green infra"  
[X Link](https://x.com/CryptoSavant2/status/1965359431119765646)  2025-09-09T10:19Z [---] followers, [---] engagements


"9/11: Recent validations: TeraWulf ($WULF) inked 200+ MW AI deals; Google boosted stake to 8% $3.2B backstopstock surged 50%+ in Aug. Last night Nebius ($NBIS) sealed $17.4B/5yr GPU deal w/ Microsoftshares up 40%. Big tech bets on green AI infra mirror Soluna's pivot"  
[X Link](https://x.com/CryptoSavant2/status/1965359432826790136)  2025-09-09T10:19Z [---] followers, [---] engagements


"10/11: With 80% rev growth in '24 [---] MW pipeline AI JVs forming & industry tailwinds Soluna eyes 5x+ scale by [----]. Undervalued play in renewable computing boom. Dive into the docswhat's your take #Bitcoin #GreenTech #Investing"  
[X Link](https://x.com/CryptoSavant2/status/1965359434139656545)  2025-09-09T10:19Z [---] followers, [---] engagements


"11/11 $SLNH Valuation Deep Dive: Current mcap $20M at $0.48/sh (42M shares out). Base case [----] consol. Adj EBITDA $47M (no AI rev)at peer 10x EV/EBITDA multiple implies $470M EV. Less $24M net debt equity $446M PT $10.60 (22x upside). Upside $75 hashprice: EBITDA $89M PT $20+. AI JVs could add more. DYOR not advice #SLNH #Bitcoin"  
[X Link](https://x.com/CryptoSavant2/status/1965359435569594521)  2025-09-09T10:19Z [---] followers, [---] engagements


"$SLNH - Don't miss this: Miner Melt Up Bitcoin Miner Re Rate has Begun Latest Bitcoin Mining. via @YouTube Thanks for all you do @McnallieM https://youtu.be/zgUaThnrh08si=afRfnq8CfGBmYS_k https://youtu.be/zgUaThnrh08si=afRfnq8CfGBmYS_k"  
[X Link](https://x.com/CryptoSavant2/status/1966098745428422960)  2025-09-11T11:17Z [---] followers, [---] engagements


"@SolunaHoldings More $SLNH news this am. Breaking ground on their largest site to date. AI data center at just $20 million mkt cap. Easiest 10x in the game. https://www.solunacomputing.com/news/project-kati-groundbreaking/ https://www.solunacomputing.com/news/project-kati-groundbreaking/"  
[X Link](https://x.com/CryptoSavant2/status/1966103448383885780)  2025-09-11T11:36Z [---] followers, [---] engagements


"$SLNH its a melt up. Tick tock. This will accelerate when it approaches $1 as that will take off the reverse split risk. Maybe a $2 stock by end of week. Will be $5 if @jbelizaireCEO does some insider buying"  
[X Link](https://x.com/CryptoSavant2/status/1966178503944192032)  2025-09-11T16:34Z [---] followers, [----] engagements


"Thank you for the follow @jbelizaireCEO. I admire what you are building. I can tell you that insider buying by you or better yet a cluster of buys by the $SLNH management would send a strong message (see $BITF) here at the bottom. Would turbo charge the comeback and put r/s behind"  
[X Link](https://x.com/CryptoSavant2/status/1966473105167323636)  2025-09-12T12:04Z [---] followers, [----] engagements


"@ChrisCamillo Where are you on $tsla these days"  
[X Link](https://x.com/CryptoSavant2/status/1967864676253098439)  2025-09-16T08:14Z [---] followers, [---] engagements


"It's a meltup $SLNH. It will accelerate as it leaves the potential of a reverse split behind post $1 for [--] days per nasdaq regs. Easily a $30 stock in short order"  
[X Link](https://x.com/CryptoSavant2/status/1970205857595212099)  2025-09-22T19:17Z [---] followers, [---] engagements


"Thanks. My post is what kicked off this attention cycle for $SLNH. Sleeping Giant. This stock is headed to $30 quickly for $1 billion mkt cap. Then the fun can really start. Hold on. @CryptoSavant2 Legendary post timestamp. Called it during the calm before the storm. ๐Ÿซก Got in last week wish I found u earlier. @CryptoSavant2 Legendary post timestamp. Called it during the calm before the storm. ๐Ÿซก Got in last week wish I found u earlier"  
[X Link](https://x.com/CryptoSavant2/status/1970433543034806784)  2025-09-23T10:22Z [---] followers, [----] engagements


"Hold on folks. $SLNH is the big one. Will be a $100 stock in a few years. Jensen from $NVDA is anticipating a [----------] fold increase in inference demand based on a recent interview. $SLNH has a strategic cost advantage over many competitors and is set up very strongly for running inference workloads. Soluna also builds modular datacenters that https://t.co/uNTMgLnk8w Jensen from $NVDA is anticipating a [----------] fold increase in inference demand based on a recent interview. $SLNH has a strategic cost advantage over many competitors and is set up very strongly for running inference"  
[X Link](https://x.com/CryptoSavant2/status/1972668324535292027)  2025-09-29T14:22Z [---] followers, [----] engagements


"Best stock in the market. Quite possible I'll just be putting all my free cash into $SLNH only. There might not be a better stock rn in the market at least from a risk/reward perspective. You mostly need to watch the technical levels of $SLNH now. Quite possible I'll just be putting all my free cash into $SLNH only. There might not be a better stock rn in the market at least from a risk/reward perspective. You mostly need to watch the technical levels of $SLNH now"  
[X Link](https://x.com/CryptoSavant2/status/1972821366564159958)  2025-09-30T00:30Z [---] followers, [---] engagements


"2/10 Legacy miner Don't care - that's the opportunity/confusion. Q3 '25 rev $11.6M (+40% YoY) [--] BTC mined at [----] EH/s (22.6 J/TH eff.). YTD rev $35.9M 22% op margin ex-D&A/SBC. Hydro-powered Christina Lake site (65MW op 85MW substation) = green edge for AI. Targets "sovereign AI" for Canadian agencies94% public servants demand data stays in Canada"  
[X Link](https://x.com/CryptoSavant2/status/1973036037677953190)  2025-09-30T14:43Z [---] followers, [--] engagements


"3/10 Near-term catalyst: [--] MW SCIF pilot. MOU Feb '25 for [--] MW prefab (SCIF-rated for defense/intel). Bought [--] MW PDC units Jul '25modular air-cooled ready for GenAI. Upfront $5M US balance on rev from off-take (gov't/NGOs). Aug ops: [--] BTC mined treasury to [---] BTC. Pilot = contract door-opener"  
[X Link](https://x.com/CryptoSavant2/status/1973036043231240578)  2025-09-30T14:43Z [---] followers, [--] engagements


"4/10 Val impact CIFR's Fluidstack/Google comps: [--] MW SCIF deal = $6-10/sh. 40-50% prob (owns assets due diligence done). That's 15-25x from here. X buzz exploding: "Up 30% on no news. AI contract incoming w/ national defense. massive shipping containers they own." Canaccord just upgraded to Buy"  
[X Link](https://x.com/CryptoSavant2/status/1973036049606615387)  2025-09-30T14:43Z [---] followers, [--] engagements


"5/10 Expansion: [--] MW Indigenous-led play. Oct '24 MOU w/ Malahat NationCanada's 1st Indigenous AI centers. [--] MW each (Christina Lake/Vancouver Island) carbon-neutral hydro. DMG leads; taps reconciliation policy boosts cred for gov't bids. Non-dilutive gov't financing eyed"  
[X Link](https://x.com/CryptoSavant2/status/1973036057273799149)  2025-09-30T14:43Z [---] followers, [--] engagements


"7/10 Long-tail: [---] MW+ runway. Christina Lake scales to [--] MW substation. + Malahat + unannounced site = big defense AI. Sep '25 deck targets Canadian gov't explicitly for "Trusted AI" via blockchain (ZK proofs smart contracts). Hashrate to [--] EH/s eff. [--] J/TH by YE. [---] MW deal $62+/sh"  
[X Link](https://x.com/CryptoSavant2/status/1973036067461677521)  2025-09-30T14:43Z [---] followers, [--] engagements


"This will 5x in days. $dmggf $cifr $iren $slnh $bitf Great breakdown of DMG Blockchain volume/price movement on @powermining_BTC today. 500% of average volume price discovery as a AI/HPC infrastructure player along with their Bitcoin mining (now over $114000) trust company and software. $71M market cap. $IREN $CIFR $SLNH ๐Ÿ‘‡ https://t.co/BkLUhEyGun Great breakdown of DMG Blockchain volume/price movement on @powermining_BTC today. 500% of average volume price discovery as a AI/HPC infrastructure player along with their Bitcoin mining (now over $114000) trust company and software. $71M market"  
[X Link](https://x.com/CryptoSavant2/status/1973286656108269652)  2025-10-01T07:19Z [---] followers, [---] engagements


"Welcome to day [--] above $1 for $slnh. Regaining Nasdaq compliance incoming. Look for a press release as soon as tomorrow and a meltup to $5 on the way to $10 near term. Longer term $30 easy on way to $100. @jbelizaireCEO Time for another interview @McnallieM"  
[X Link](https://x.com/CryptoSavant2/status/1973710656567394743)  2025-10-02T11:24Z [---] followers, 10.3K engagements


"The whole group is so undervalued. Holdingggggggg $iren $cifr $slnh $dmggf $bitf $hut Blackrock just paid 40x revenue to buy a 5GW (under construction) Data Center capacity https://t.co/fAqsQCwDSw Blackrock just paid 40x revenue to buy a 5GW (under construction) Data Center capacity https://t.co/fAqsQCwDSw"  
[X Link](https://x.com/CryptoSavant2/status/1974912703933329527)  2025-10-05T19:00Z [---] followers, [----] engagements


"@iammpremm Sure will. Hodl these rockets for [--] yrs"  
[X Link](https://x.com/CryptoSavant2/status/1975000934267928680)  2025-10-06T00:51Z [---] followers, [--] engagements


"$SLNH regains Nasdaq compliance. Say goodbye forever to reverse split talk. Nice job @jbelizaireCEO @McnallieM Blue skies ahead here. https://www.solunacomputing.com/news/soluna-regains-compliance-with-nasdaq/ https://www.solunacomputing.com/news/soluna-regains-compliance-with-nasdaq/"  
[X Link](https://x.com/CryptoSavant2/status/1975163044586996060)  2025-10-06T11:35Z [---] followers, [----] engagements


"Yep. Pretty simple to figure where we're going. $SLNH @jbelizaireCEO @McnallieM $SLNH its coming. Doest matter what you or I think. https://t.co/SDLLT2SaAo $SLNH its coming. Doest matter what you or I think. https://t.co/SDLLT2SaAo"  
[X Link](https://x.com/CryptoSavant2/status/1975538132172087525)  2025-10-07T12:26Z [---] followers, [---] engagements


"Own $CLSK too. Calls. Going loads higher. Just finished a small dinner with Secretary Bessent and Chairman Scott. We talked about the Market Structure bill. We talked about the economy. We talked about the [--] finalists for the Chair of the Fed and we talked about the Strategic Bitcoin Reserve. The US holds about Just finished a small dinner with Secretary Bessent and Chairman Scott. We talked about the Market Structure bill. We talked about the economy. We talked about the [--] finalists for the Chair of the Fed and we talked about the Strategic Bitcoin Reserve. The US holds about"  
[X Link](https://x.com/CryptoSavant2/status/1975936658525569344)  2025-10-08T14:49Z [---] followers, [---] engagements


"@Boris_Zhi @daddygrahams They definitely do need money - like all the miners transitioning to HPC. So the stock going up is a positive feedback loop. Makes value higher thus dilution lower thus have better balance sheet and leverage to cut better deals and own more of each project = higher stock"  
[X Link](https://x.com/CryptoSavant2/status/1975941439063482766)  2025-10-08T15:08Z [---] followers, [--] engagements


"$SLNH premarket is electric. Tick Tock. Going so much higher. And the stock going higher is a self reinforcement loop that will allow them to finance new deals with less dilution negotiate better terms bringing more profits and a higher stock price. Rinse repeat. @jbelizaireCEO @McnallieM"  
[X Link](https://x.com/CryptoSavant2/status/1978403244817748209)  2025-10-15T10:11Z [---] followers, [----] engagements


"@TheMoonCarl Already 7x my money in Bitcoin miners turkey while you post toilet ๐Ÿšฝ shots about altcoins"  
[X Link](https://x.com/CryptoSavant2/status/1978624019076186499)  2025-10-16T00:48Z [---] followers, [--] engagements


"5/10 Market tailwinds are huge. EV adoption is exploding global sales projected to hit 17M units in [----] and SiC demand could grow 30%+ annually through [----]. Wolfspeed's tech is key for faster charging and longer range. Plus partnerships like with Renesas keep the bullish vibe alive even amid challenges"  
[X Link](https://x.com/CryptoSavant2/status/1948028258852671586)  2025-07-23T14:31Z [---] followers, [---] engagements


"6/10 Financials snapshot: Revenue at $761M TTM but losses are real (-$8.26 EPS) due to high debt and capex for expansion. Post-bankruptcy with debt down and fabs ramping (like their new Mohawk Valley facility) profitability could return. Analysts' price targets range up to $20 that's 13x from here"  
[X Link](https://x.com/CryptoSavant2/status/1948028260119433629)  2025-07-23T14:31Z [---] followers, [---] engagements


"I scooped up some $TTD shares on this massive post-earnings dip Down 28% AH after solid Q2 results Total overreaction. As a long-term investor here's why I'm buying & holding. Thread: 1/7"  
[X Link](https://x.com/CryptoSavant2/status/1954582331873734710)  2025-08-10T16:35Z [---] followers, [---] engagements


"$WOLF Valuation Deep Dive: Current mcap $328M at $2.1/sh (156M shares out). Base case [----] revenue $966M EBITDA $327M. At peer 13x EV/EBITDA multiple implies $4.25B EV. Post-restruct net debt $1.9B equity $2.35B PT $15 (7x upside). Boom case EBITDA $500M PT $25+. DYOR not advice #WOLF #SiC"  
[X Link](https://x.com/CryptoSavant2/status/1965367541036962203)  2025-09-09T10:51Z [---] followers, [---] engagements


"$SLNH is [--] days into the [--] needed to regain nasdaq compliance with the stock staying over $1. So next Friday we will likely get a release like $OPEN did: This will be a catalyst for higher stock prices. Much higher. Well done @jbelizaireCEO https://investor.opendoor.com/news-releases/news-release-details/opendoor-regains-compliance-nasdaq-minimum-bid-price-requirement https://investor.opendoor.com/news-releases/news-release-details/opendoor-regains-compliance-nasdaq-minimum-bid-price-requirement"  
[X Link](https://x.com/CryptoSavant2/status/1971927540769112203)  2025-09-27T13:18Z [---] followers, [---] engagements


"1/10 I went in heavy on $DMGGF the last few days - avg $0.32. $93M CAD mkt cap on monster volume (1Y high). Market waking up to pivot: SCIF-rated AI data centers for gov't/defense. Asymmetric betdownside cushioned by $133.6M CAD assets (incl. [---] BTC HODL @ $50.7M) upside 20x+ on contracts. @DMG_Investors @dmgblockchain @McnallieM"  
[X Link](https://x.com/CryptoSavant2/status/1973036032183443605)  2025-09-30T14:43Z [---] followers, [---] engagements


"8/10 Why missed Legacy "miner" label. MOUs not yet contracts. Low liq (1M sh/day). Canadian but looking at US listing. But Q3 beat balance sheet ($11.1M cash + [---] BTC debt $10M) + software/Trust Co. (2nd in Canada PayPal partner SOC2 Type II) = recurring rev ignored. Vol spike (up 30% today) signals wake-upBNN Bloomberg just featured"  
[X Link](https://x.com/CryptoSavant2/status/1973036073337905345)  2025-09-30T14:43Z [---] followers, [--] engagements


"9/10 Prob-weighted FV: Blend scenarios (10/30/100 MW) = $7-8/sh (20x+). Downside: Miner val w/ BTC cushion. Upside: Pilot alone 5-10x; full award $20-90/sh. X thesis: "Most undervalued AI infra/BTC minerintegrated diversified. $93M cap vs. peers $1B+." Channels hydro profits to defense AI supercomputer"  
[X Link](https://x.com/CryptoSavant2/status/1973036079868432692)  2025-09-30T14:43Z [---] followers, [---] engagements


"10/10 DMGGF: Tiny float (203M sh) huge optionality. Sovereign AI/defense in Canada = tailwind (mkt CAGR 23%+). Don't sleepbought at $0.32 but this screams multi-bagger. DYOR. @dmgblockchain"  
[X Link](https://x.com/CryptoSavant2/status/1973036085321388198)  2025-09-30T14:43Z [---] followers, [---] engagements


"@DMG_Investors @dmgblockchain This is exactly correct. They need to communicate. $slnh is all over x. It shows they are not asleep during this once in a lifetime power/datacenter opportunity. Talk to us $dmgi"  
[X Link](https://x.com/CryptoSavant2/status/1977916124009271397)  2025-10-14T01:55Z [---] followers, [---] engagements


"$apld deal brings revs at $166 mil per kw per month. Up from recent deals $corz $crwv at $120 and recent $wulf deal and $cifr deals at $150 per kw per month. Demand growing. Buy $bitf $slnh $iren $mara $clsk $cifr $wuld $riot $hut $dmggf"  
[X Link](https://x.com/CryptoSavant2/status/1980988633130934763)  2025-10-22T13:24Z [---] followers, [---] engagements


"@TheBTCTherapist End of the cycle mate"  
[X Link](https://x.com/CryptoSavant2/status/1983305912979992629)  2025-10-28T22:52Z [---] followers, [--] engagements


"@Vivek4real_ [--] yr cycle bruh"  
[X Link](https://x.com/CryptoSavant2/status/1984048045747736979)  2025-10-31T00:01Z [---] followers, [--] engagements


"@TheMoonCarl Carl I bought the dip to $122k from $125k in btc. What do you recommend"  
[X Link](https://x.com/CryptoSavant2/status/1985868718354682287)  2025-11-05T00:36Z [---] followers, [--] engagements


"@Kylechasse You are an embarrassment bruh"  
[X Link](https://x.com/CryptoSavant2/status/1989152336770629897)  2025-11-14T02:04Z [---] followers, [--] engagements


"I have sold all of my bitcoin related names. The cycle is over. Fight if you will. Short is now the way to make money if you are into that. For about the next year. Good luck"  
[X Link](https://x.com/CryptoSavant2/status/1989237069189640636)  2025-11-14T07:40Z [---] followers, [--] engagements


"I bought a fuckton of $MARA $BTDR $ASST $CLSK $RIOT and $BITF near the close Friday. Firesale prices gents. Peak fear. This is how you do it. @mikealfred"  
[X Link](https://x.com/CryptoSavant2/status/1990015885327876505)  2025-11-16T11:15Z [---] followers, [---] engagements


"They do sometimes ring a bell at the bottom. Since Friday through yesterday I've gone heavy long: $BITF $BTDR $CLSK $MARA $SLNH $IREN $RIOT $NBIS $WULF $CIFR $HUT . "  
[X Link](https://x.com/CryptoSavant2/status/1991150045886910842)  2025-11-19T14:22Z [---] followers, [---] engagements


"Live look in at a Somali child care center. Its for the children of course. @elonmusk @BillAckman @chamath @nickshirleyy"  
[X Link](https://x.com/CryptoSavant2/status/2005395917600669943)  2025-12-28T21:50Z [---] followers, [--] engagements


"1/12 Thread: Why I'm pounding the table on $MSTR right here right now at $156.75. After accounting for debt and cash the stock is trading at just 1.06x mNAV (enterprise value to Bitcoin NAV) near the lowest premiums in years. That's buying leveraged Bitcoin exposure at a slim markup plus getting the world's most aggressive accumulator essentially for free. This isn't hype. It's grounded math. https://twitter.com/i/web/status/2005700591448899945 https://twitter.com/i/web/status/2005700591448899945"  
[X Link](https://x.com/CryptoSavant2/status/2005700591448899945)  2025-12-29T18:00Z [---] followers, [--] engagements


"2/12 Strategy (formerly MicroStrategy) just stacked another [----] BTC pushing holdings to [------] coins. Average cost basis $75K. Current BTC price $88K. Unrealized gains massive and they're not stopping. Saylor's playbook: raise capital smartly (equity convertibles preferred) buy more BTC repeat. No one matches this conviction or scale. https://twitter.com/i/web/status/2005700592887271830 https://twitter.com/i/web/status/2005700592887271830"  
[X Link](https://x.com/CryptoSavant2/status/2005700592887271830)  2025-12-29T18:01Z [---] followers, [--] engagements


"3/12 Valuation case: mNAV at 1.06x factors in $8.2B debt and $8B preferred offset by $2.2B cash reserve. EV $63B vs $59B in BTC value. Historically this premium balloons in bull phases often hitting 1.5-2x or more. If it expands even modestly as BTC rallies you're set for serious torque"  
[X Link](https://x.com/CryptoSavant2/status/2005700594065957185)  2025-12-29T18:01Z [---] followers, [--] engagements


"4/12 Leverage without liquidation headaches. MSTR uses debt and equity to fund buys but with low net leverage (10%) and a fat cash buffer for interest/dividends. Dilution concerns Overrated accretive raises buy more BTC per share over time. They've navigated cycles without forced sales. https://twitter.com/i/web/status/2005700595328393245 https://twitter.com/i/web/status/2005700595328393245"  
[X Link](https://x.com/CryptoSavant2/status/2005700595328393245)  2025-12-29T18:01Z [---] followers, [--] engagements


"5/12 Bitcoin exposure + alpha. Spot holders get 1:1. MSTR amplifies via premium expansion ongoing stacking and smart capital ops. In BTC bulls (like now) this has crushed spot returns over multi-year horizons even after debt costs"  
[X Link](https://x.com/CryptoSavant2/status/2005700596477968510)  2025-12-29T18:01Z [---] followers, [--] engagements


"6/12 Institutional winds at their back: ETF inflows policy tailwinds more corporates dipping in. MSTR is the cleanest public play no fees eroding gains direct mega-stack ownership Saylor turning it into a Bitcoin juggernaut"  
[X Link](https://x.com/CryptoSavant2/status/2005700597824249945)  2025-12-29T18:01Z [---] followers, [--] engagements


"7/12 Technicals: Oversold after months of chop hugging support max fear while fundamentals peak. Whales scooping dips. This is multi-bagger territory load up when premiums compress"  
[X Link](https://x.com/CryptoSavant2/status/2005700599116095598)  2025-12-29T18:01Z [---] followers, [--] engagements


"8/12 Risks acknowledged: BTC swings debt servicing ($800M annual outflows) potential dilution. But Saylor's execution is proven transformed a software firm into the top corporate BTC holder debt managed flawlessly. Built for longevity no panic sellers"  
[X Link](https://x.com/CryptoSavant2/status/2005700600433107321)  2025-12-29T18:01Z [---] followers, [--] engagements


"9/12 Vs alternatives: Spot BTC: Solid no leverage/alpha. ETFs: Easy but fees and no accumulation edge. Miners: Ops risks energy drags anti datacenter sentiment with price increases for consumers. MSTR Pure amplified battle-tested BTC vehicle"  
[X Link](https://x.com/CryptoSavant2/status/2005700601741443365)  2025-12-29T18:01Z [---] followers, [--] engagements


"10/12 Long view: As BTC matures MSTR evolves into a "Bitcoin bank" apps yielding assets ecosystem plays. With 672K+ coins they're positioned like no other for adoption waves"  
[X Link](https://x.com/CryptoSavant2/status/2005700602895163782)  2025-12-29T18:01Z [---] followers, [--] engagements


"11/12 TL;DR: At 1.06x mNAV MSTR offers asymmetric upside in a BTC uptrend. Premium expansion + relentless buying = potential monster gains. I'm stacking shares here. Not advice but this screams opportunity"  
[X Link](https://x.com/CryptoSavant2/status/2005700604249923785)  2025-12-29T18:01Z [---] followers, [--] engagements


"@Breaking911 @BillAckman"  
[X Link](https://x.com/CryptoSavant2/status/2005930387801833949)  2025-12-30T09:14Z [---] followers, [--] engagements


"I agree with this analysis by @GarethSoloway. $BTC Bitcoin about to rally bigly. https://youtu.be/Fi4G-zb1KF8si=jOTwNF7gP0dnzyCA https://youtu.be/Fi4G-zb1KF8si=jOTwNF7gP0dnzyCA"  
[X Link](https://x.com/CryptoSavant2/status/2006365252712276281)  2025-12-31T14:02Z [---] followers, [--] engagements


"@GarethSoloway I am pregnant with $MSTX $BITX and $ASST. Tax loss selling ending today - market already frontrunning a big rebound"  
[X Link](https://x.com/CryptoSavant2/status/2006367400678285405)  2025-12-31T14:10Z [---] followers, [---] engagements


"Going so much higher. Long calls long MSTX long $ASST. long every miner. Melt up. ๐Ÿšจ๐Ÿšจ MSCI Won't Exclude $MSTR from Indices $MSTR +6% https://t.co/uc1hxK3hkx ๐Ÿšจ๐Ÿšจ MSCI Won't Exclude $MSTR from Indices $MSTR +6% https://t.co/uc1hxK3hkx"  
[X Link](https://x.com/CryptoSavant2/status/2008650166258262288)  2026-01-06T21:21Z [---] followers, [---] engagements


"Going so much higher. I own 2x etf in all three. Are the daily highs in or will we trade higher into close ๐Ÿคทโ™‚๐Ÿคทโ™‚๐Ÿคทโ™‚ $RIOT $IREN $CIFR https://t.co/USSBgrI6la Are the daily highs in or will we trade higher into close ๐Ÿคทโ™‚๐Ÿคทโ™‚๐Ÿคทโ™‚ $RIOT $IREN $CIFR https://t.co/USSBgrI6la"  
[X Link](https://x.com/CryptoSavant2/status/2012221217910972450)  2026-01-16T17:51Z [---] followers, [--] engagements


"1/ Why I loaded up a literal fuckton of $OPTT around $0.62. @OceanPowerTech Ocean Power Technologies went from perennial wave-energy meme to actually landing real defense contracts and revenue ramps. Here's the bull case in [--] tweets. ๐ŸŒŠ"  
[X Link](https://x.com/CryptoSavant2/status/2015837167528935872)  2026-01-26T17:20Z [---] followers, [---] engagements


"2/ Big catalyst: Jan [----] news dropped a $5M multi-buoy contract with DHS + US Coast Guard. Deploying multiple MERROWS-equipped PowerBuoys off San Diego in partnership with Anduril (the defense drone/AI beast). Autonomous maritime domain awareness = gov money that sticks"  
[X Link](https://x.com/CryptoSavant2/status/2015837168820727918)  2026-01-26T17:20Z [---] followers, [--] engagements


"5/ Defense tailwinds on steroids. US pushing hard on maritime security (drugs subs drones Indo-Pacific). Anduril collab + direct DHS/Coast Guard/Navy exposure = real shot at bigger recurring deals. This isn't 2010s vaporwareit's [----] execution mode"  
[X Link](https://x.com/CryptoSavant2/status/2015837171781873977)  2026-01-26T17:20Z [---] followers, [--] engagements


"6/ Still tiny valuation. Bought in when mcap was sub-$100M range despite fresh multi-million contracts. Volume spikes hard on newsstock's shown multi-bagger pops before. If they stack a few more $510M wins and revenue scales easy 510x potential from these levels. (Volatile as hell tho.)"  
[X Link](https://x.com/CryptoSavant2/status/2015837173270892702)  2026-01-26T17:20Z [---] followers, [--] engagements


"7/ Balance sheet looking way better. Cash position strengthened massively (nearly 300% YoY in recent quarter). Less brutal dilution risk than the old days. Still speculative but shifting from pure burn to actual growth trajectory"  
[X Link](https://x.com/CryptoSavant2/status/2015837174441160823)  2026-01-26T17:20Z [---] followers, [--] engagements


"8/ Sector setup is fire. Unmanned surface vehicles (USVs) + offshore autonomy exploding. Clean energy/defense crossover gets bipartisan budget love. $OPTT positioned right at the nexuswave power meets maritime drones"  
[X Link](https://x.com/CryptoSavant2/status/2015837175569354955)  2026-01-26T17:20Z [---] followers, [---] engagements


"9/ Risk/reward is stupid asymmetric. Downside: classic penny stock shitdilution misses macro dumps. Upside: consistent contract flow $2050M+ revenue run-rate serious rerate. I'm sizing for the upside scenario after digging through filings IR and news flow"  
[X Link](https://x.com/CryptoSavant2/status/2015837176764760407)  2026-01-26T17:20Z [---] followers, [--] engagements


"9/ Insider conviction: Recent buys from CEO & CFO. CEO Philipp Stratmann scooped up shares (6.3k at $0.34 in Dec 2025) CFO Robert Powers adding too. Insiders putting real money where their mouth isskin in the game when the story's heating up. Not just talk"  
[X Link](https://x.com/CryptoSavant2/status/2015837177922339168)  2026-01-26T17:20Z [---] followers, [--] engagements


"10/ Sellside waking up: Two firms (incl. HC Wainwright initiating Buy) slapped $1.50 targets recently. Consensus around $1.50 implies massive upside from current levels. Analysts seeing the defense contract momentum and maritime tech edgefinally some Wall Street eyes on this"  
[X Link](https://x.com/CryptoSavant2/status/2015837179075756293)  2026-01-26T17:20Z [---] followers, [--] engagements


"12/ Position: a literal fuckton of shares. Not "YOLO everything"conviction play after real DD on these DHS/Anduril wins insider buys analyst upgrades and momentum shift. Not advice high risk do your own homework"  
[X Link](https://x.com/CryptoSavant2/status/2015837180392849614)  2026-01-26T17:20Z [---] followers, [--] engagements


"Kraken Robotics ($KRKNF) is a marine tech powerhouse building the backbone of tomorrow's undersea domain: ultra-high-res subsea sensors (like their game-changing AquaPix synthetic aperture sonar) pressure-tolerant batteries (SeaPower) towed vehicles (KATFISH) robotic systems and more.They serve serious clientsleading navies major defense contractors offshore energy giants. Military + commercial dual-use in a world where subsea dominance = strategic edge.I loaded up big at $6.23. @KrakenRobotics Here's why I'm balls-deep and still bullish: https://twitter.com/i/web/status/2016188037911163356"  
[X Link](https://x.com/CryptoSavant2/status/2016188037911163356)  2026-01-27T16:34Z [---] followers, [---] engagements


"1/8 The macro tailwinds are monstrous. Geopolitical tensions = massive defense spending on underwater capabilities (mine countermeasures ASW seabed mapping AUV/UUV fleets). Every major navy is racing to own the seabed. Kraken's tech is right in the crosshairshigh-res seabed imaging & endurance solutions.Offshore wind/oil & gas still need insane subsea data for site surveys cable laying asset inspection. Renewables boom + energy security = more demand. https://twitter.com/i/web/status/2016188040004120658 https://twitter.com/i/web/status/2016188040004120658"  
[X Link](https://x.com/CryptoSavant2/status/2016188040004120658)  2026-01-27T16:34Z [---] followers, [--] engagements


"2/8 Recent momentum is stupid.Stock ran from $1.40 low to highs near $6.44 recently. We're trading around $6.206.40 zone now after pulling back a bit. That's +300350% off the bottom in under a year. Volume has exploded. Retail + institutional interest is clearly picking up.Analysts are waking uprecent targets raised (e.g. Canaccord to C$9 implying serious upside from here). https://twitter.com/i/web/status/2016188220367581678 https://twitter.com/i/web/status/2016188220367581678"  
[X Link](https://x.com/CryptoSavant2/status/2016188220367581678)  2026-01-27T16:35Z [---] followers, [--] engagements


"3/8 Fundamentals catching fire.Record revenues growing backlog margin expansion from higher-margin products (batteries & sensors scaling nicely). They're shifting from pure R&D/play to commercial execution mode.SeaPower batteries just had a reported $35M breakthrough/order visibilityhuge for endurance in deep-sea ops where power is the bottleneck.Products segment scaling while Services provide recurring revenue. Path to profitability is clear and accelerating. https://twitter.com/i/web/status/2016188222150426809 https://twitter.com/i/web/status/2016188222150426809"  
[X Link](https://x.com/CryptoSavant2/status/2016188222150426809)  2026-01-27T16:35Z [---] followers, [--] engagements


"4/8 Valuation still reasonable for growth. Trading at $1.9B market cap with massive TAM in defense/offshore. Forward multiples look compressed relative to peers in robotics/autonomy/defense tech. If they keep executing this easily becomes a multi-bagger story.High P/E today because earnings are rampingclassic growth name. https://twitter.com/i/web/status/2016188223681081504 https://twitter.com/i/web/status/2016188223681081504"  
[X Link](https://x.com/CryptoSavant2/status/2016188223681081504)  2026-01-27T16:35Z [---] followers, [--] engagements


"$OPTT seems crazy cheap at about $100 mil mkt cap. Partnership with Anduril. Insider buying by CEO and CFO. Back up the truck. @OceanPowerTech"  
[X Link](https://x.com/CryptoSavant2/status/2016152535174652003)  2026-01-27T14:13Z [---] followers, [---] engagements


"5/8 Asymmetric setup.Worst case: macro cools defense budgets stall stock corrects but company still has sticky tech & case: more big defense wins battery orders explode offshore energy surges $1015+ CAD equivalent in [----] months isn't crazy (analyst targets already pointing that direction).Bought at $6.23 because the risk/reward felt disgusting in a good way. Pulled the trigger hard when most were still sleeping on it. http://contracts.Best http://contracts.Best http://contracts.Best http://contracts.Best"  
[X Link](https://x.com/CryptoSavant2/status/2016188225258139773)  2026-01-27T16:35Z [---] followers, [--] engagements


"6/8 Not advicejust one guy's convicted position.This isn't pump & dump. It's conviction in a real company solving hard problems in a secularly growing market. Underwater is the new space race.If you're in defense/autonomy/ocean tech themes $KRKNF deserves a hard look"  
[X Link](https://x.com/CryptoSavant2/status/2016188226721952007)  2026-01-27T16:35Z [---] followers, [---] engagements


"Do Not Miss This Video on $KRKNF This says it all. Kraken Robotics is the Next Canadian Super Stock via @YouTube https://youtu.be/JIhABOqmfc4si=eaU-c3_v27Bmj1mY https://youtu.be/JIhABOqmfc4si=eaU-c3_v27Bmj1mY"  
[X Link](https://x.com/CryptoSavant2/status/2016206529225949251)  2026-01-27T17:47Z [---] followers, [---] engagements


"I'm buying all the $IREN I can after hours as low as $30. Great call. Great future. @mikealfred"  
[X Link](https://x.com/CryptoSavant2/status/2019551931602202856)  2026-02-05T23:21Z [---] followers, [---] engagements


"There is no second best to $IREN. Best mgmt. Listening to $clsk - not close. $IREN Some quick considerations: - Guided for $2.5B GPU financing in Q1 - realized $3.6B - Guided for $0.5B ARR by eo March - realized $0.4B by February 5th - In talks for multi billion $ contract with software solution from IREN - Added 1.6GW to the contracted power pipeline $IREN Some quick considerations: - Guided for $2.5B GPU financing in Q1 - realized $3.6B - Guided for $0.5B ARR by eo March - realized $0.4B by February 5th - In talks for multi billion $ contract with software solution from IREN - Added 1.6GW"  
[X Link](https://x.com/CryptoSavant2/status/2019591046620148008)  2026-02-06T01:56Z [---] followers, [---] engagements


"@SamanthaLaDuc Samantha your anti trump take is insufferable. No one at all cares about your politics. Not one person"  
[X Link](https://x.com/CryptoSavant2/status/2020315373346942986)  2026-02-08T01:54Z [---] followers, [--] engagements


"8/10 Broader context: The semi sector's volatile but Wolfspeed's niche in wide-bandgap semis is undervalued amid the AI hype overshadowing EVs. With U.S. chips push (CHIPS Act vibes) domestic players like WOLF could get a boost"  
[X Link](https://x.com/CryptoSavant2/status/1948028264036888982)  2025-07-23T14:31Z [---] followers, [---] engagements


"9/10 Renesas Electronics Corporation: As a major strategic partner and creditor Renesas is converting its existing $2 billion loan (stemming from a prior deposit for silicon carbide supply) into equity as part of Wolfspeed's Chapter [--] bankruptcy restructuring. This move positions Renesas as the largest shareholder with approximately 38.7% ownership in the reorganized company contributing to Wolfspeed's overall debt reduction of about $4.6 billion and enabling scalable growth in EV and renewable energy sectors. https://twitter.com/i/web/status/1948028265223934295"  
[X Link](https://x.com/CryptoSavant2/status/1948028265223934295)  2025-07-23T14:31Z [---] followers, [---] engagements


"My guess is $DMGGF and $SLNH will be the best performers in the next year. Take a listen and you be the judge ๐Ÿ‘€๐Ÿ‘€๐Ÿ‘€ $DMGI https://t.co/pH1xQZlzVA https://t.co/3MLHm1UqTF Take a listen and you be the judge ๐Ÿ‘€๐Ÿ‘€๐Ÿ‘€ $DMGI https://t.co/pH1xQZlzVA https://t.co/3MLHm1UqTF"  
[X Link](https://x.com/CryptoSavant2/status/1978448438531400064)  2025-10-15T13:10Z [---] followers, [---] engagements


"Hey @mikealfred $ASST is a bag of shit"  
[X Link](https://x.com/anyuser/status/2021991055219208506)  2026-02-12T16:53Z [---] followers, [--] engagements


"@isfall Right - I own IREN too. Been a beast. But looking forward over the next year.$SLNH and $DMGGF are my picks. (and still own a bunch of others including IREN)"  
[X Link](https://x.com/CryptoSavant2/status/1978485218555129877)  2025-10-15T15:36Z [---] followers, [---] engagements


"Tweet 2/7 $AKAM (Akamai) The established giant reinventing itself. Legacy CDN is stable but the real story is explosive growth in Cloud Infrastructure Services (up 39% YoY recently) + NVIDIA-powered Inference Cloud for AI at the edge. Security revenue still growing double-digits. Strong margins cash flow for buybacks/CapEx. Analysts see EPS growth 15%+ annually. I see much more. Buy with upside to $200-300. Positioning perfectly for agentic AI era. https://twitter.com/i/web/status/2021982994118885568 https://twitter.com/i/web/status/2021982994118885568"  
[X Link](https://x.com/CryptoSavant2/status/2021982994118885568)  2026-02-12T16:21Z [---] followers, [---] engagements


"Tweet 3/7 $FSLY (Fastly) The developer-first edge cloud pure play. Finally turning profitable in [----] (first full profitable year) with record revenue + strong margin expansion. Guidance points to 14%+ revenue growth in [----] non-GAAP profitability ramping hard. Edge compute + security + network services all beating market rates. Trading at low forward P/S (2x) for a SaaS-like breakout story. Undervalued with real [----] upside potential. https://twitter.com/i/web/status/2021982995544940684 https://twitter.com/i/web/status/2021982995544940684"  
[X Link](https://x.com/CryptoSavant2/status/2021982995544940684)  2026-02-12T16:21Z [---] followers, [--] engagements


"Tweet 1/7 Building positions in edge/cloud plays for [----] and beyond. My top [--] picks right now: $AKAM $FSLY and $DOCN. All three sit at the intersection of exploding demand for low-latency compute AI inference at the edge security and developer-friendly cloud infra. Here's why I'm buying each. ๐Ÿงต https://twitter.com/i/web/status/2021982992629899497 https://twitter.com/i/web/status/2021982992629899497"  
[X Link](https://x.com/anyuser/status/2021982992629899497)  2026-02-12T16:21Z [---] followers, [---] engagements


"Tweet 4/7 $DOCN (DigitalOcean) The SMB/developer cloud that's quietly crushing it. AI revenue doubling for multiple quarters straight. Overall revenue accelerating (15-16%+) profitability improving fast attractive valuation (forward P/E [--] cheaper than many peers). Tailwind from AI enabling smaller teams + cost-effective infra for startups/mid-market. Wall Street loves itModerate Buy targets implying solid upside. Still way off [----] highs = room to run"  
[X Link](https://x.com/CryptoSavant2/status/2021982996891312169)  2026-02-12T16:21Z [---] followers, [--] engagements


"Tweet 5/7 Why these three together $AKAM: Enterprise-grade massive scale AI inference leader. $FSLY: Pure edge innovation fast-growing profitability. $DOCN: Developer/SMB focus AI tailwinds best value. Diversified exposure to edge computing CDN evolution cloud infra and AI workloads without overlapping too much. All benefit from the same macro: AI needs distributed low-latency power. https://twitter.com/i/web/status/2021982998153797962 https://twitter.com/i/web/status/2021982998153797962"  
[X Link](https://x.com/CryptoSavant2/status/2021982998153797962)  2026-02-12T16:21Z [---] followers, [---] engagements


"Tweet 6/7 Risks exist (competition from hyperscalers macro slowdowns execution) but: All showing accelerating/guided growth Improving fundamentals (margins profitability) Attractive valuations relative to potentialI'm buying on dipslong-term conviction high for 2026+"  
[X Link](https://x.com/anyuser/status/2021983000028930316)  2026-02-12T16:21Z [---] followers, [--] engagements


"Tweet 7/7 Not financial advicedo your own DD. What are your thoughts on edge/cloud plays Holding any of these $AKAM $FSLY $DOCN"  
[X Link](https://x.com/anyuser/status/2021983001647947797)  2026-02-12T16:21Z [---] followers, [---] engagements


"And $RR is a cash burning pile of dung. See ya at Bitcoin $35k"  
[X Link](https://x.com/CryptoSavant2/status/2022004362365845618)  2026-02-12T17:46Z [---] followers, [---] engagements


"Am afraid it doesnt make you a good investor @arny_trezzi and @amitisinvesting to ride a stock from $200 to $130 even if you bought it at $6. It means you got greedy or are naive to how markets and valuation works. Or you got lucky. The goal is to make money not hold stocks forever and make arguments. And the stock is still priced for perfection. Prob headed to $50. Burry wins this round folks. https://twitter.com/i/web/status/2022797321914732948 https://twitter.com/i/web/status/2022797321914732948"  
[X Link](https://x.com/CryptoSavant2/status/2022797321914732948)  2026-02-14T22:17Z [---] followers, [---] engagements


"Tweet 1/7 Building positions in edge/cloud plays for [----] and beyond. My top [--] picks right now: $AKAM $FSLY and $DOCN. All three sit at the intersection of exploding demand for low-latency compute AI inference at the edge security and developer-friendly cloud infra. Here's why I'm buying each. ๐Ÿงต https://twitter.com/i/web/status/2021982992629899497 https://twitter.com/i/web/status/2021982992629899497"  
[X Link](https://x.com/anyuser/status/2021982992629899497)  2026-02-12T16:21Z [---] followers, [---] engagements


"The stock market is either a place where we attempt to make money by picking what is inflecting ($akam $fsly $docn) or a debate club. Which one is it @mikealfred @amitisinvesting @arny_trezzi @michaeljburry"  
[X Link](https://x.com/anyuser/status/2022836630986297646)  2026-02-15T00:53Z [---] followers, [--] engagements


"FSLY AKAM and DOCN inflecting and going through massive rerating. These will triple in short order this year. Agent traffic is structural tailwind. $FSLY CEO says AI is boosting their business across the board driving more agentgenerated traffic through their network increasing AI training and inference workloads on their edge platform: "We're seeing a lot with respect to AI on our platform and it really breaks into a https://t.co/bIgDWMNwcq $FSLY CEO says AI is boosting their business across the board driving more agentgenerated traffic through their network increasing AI training and"  
[X Link](https://x.com/anyuser/status/2022756120360632325)  2026-02-14T19:33Z [---] followers, [--] engagements


"$FSLY CEO says AI is boosting their business across the board driving more agentgenerated traffic through their network increasing AI training and inference workloads on their edge platform: "We're seeing a lot with respect to AI on our platform and it really breaks into a number of categories. First of all just we're seeing an increase in traffic related to agents. I think in the past the saving called machine to machine. And as you -- if you've used AI tools I think you would appreciate that they often check a lot more websites for instance than you might. And that's more traffic and all of"  
[X Link](https://x.com/anyuser/status/2021727503963107758)  2026-02-11T23:26Z 31.6K followers, [----] engagements


"Hey @mikealfred $ASST is a bag of shit"  
[X Link](https://x.com/anyuser/status/2021991055219208506)  2026-02-12T16:53Z [---] followers, [--] engagements


"And $RR is a cash burning pile of dung. See ya at Bitcoin $35k"  
[X Link](https://x.com/CryptoSavant2/status/2022004362365845618)  2026-02-12T17:46Z [---] followers, [---] engagements


"Tweet 6/7 Risks exist (competition from hyperscalers macro slowdowns execution) but: All showing accelerating/guided growth Improving fundamentals (margins profitability) Attractive valuations relative to potentialI'm buying on dipslong-term conviction high for 2026+"  
[X Link](https://x.com/anyuser/status/2021983000028930316)  2026-02-12T16:21Z [---] followers, [--] engagements


"Tweet 7/7 Not financial advicedo your own DD. What are your thoughts on edge/cloud plays Holding any of these $AKAM $FSLY $DOCN"  
[X Link](https://x.com/anyuser/status/2021983001647947797)  2026-02-12T16:21Z [---] followers, [---] engagements


"This is why Im long the group. Anthropic is looking for 10GW ๐Ÿ‘€ *ANTHROPIC MULLS SECURING 10GIGAWATTS OF CAPACITY: THE INFORMATION Anthropic has privately discussed getting [--] GW by renting capacity from cloud providers and notably by leasing its own data center spacemeaning it would likely https://t.co/RDspSM7YgX Anthropic is looking for 10GW ๐Ÿ‘€ *ANTHROPIC MULLS SECURING 10GIGAWATTS OF CAPACITY: THE INFORMATION Anthropic has privately discussed getting [--] GW by renting capacity from cloud providers and notably by leasing its own data center spacemeaning it would likely https://t.co/RDspSM7YgX"  
[X Link](https://x.com/anyuser/status/2021317524709683520)  2026-02-10T20:17Z [---] followers, [--] engagements


"Anthropic is looking for 10GW ๐Ÿ‘€ *ANTHROPIC MULLS SECURING 10GIGAWATTS OF CAPACITY: THE INFORMATION Anthropic has privately discussed getting [--] GW by renting capacity from cloud providers and notably by leasing its own data center spacemeaning it would likely purchase/operate the server equipment inside. So let's see which cloud and colocation providers have the available capacity at the moment to lease or rent to them: (Secured Capcity = MW's certain for energization or energized already) *No Pipelines *No Sites with uncertain energization capability *No sites already leased *Available to"  
[X Link](https://x.com/anyuser/status/2021087357936468195)  2026-02-10T05:02Z [----] followers, 42.3K engagements


"RT @McnallieM: ๐Ÿ‘€๐Ÿ‘€๐Ÿ‘€ $CIFR"  
[X Link](https://x.com/anyuser/status/2021214590206415120)  2026-02-10T13:28Z [---] followers, [--] engagements


"๐Ÿ‘€๐Ÿ‘€๐Ÿ‘€ $CIFR Probably no more than [--] days until CIFRs next deal announcement. Will they do more capacity with Amazon or Google/Fluidstack go direct with Google work with a new hyperscaler like Meta or partner directly with a major AI lab like Anthropic or OpenAI Its almost go time. Probably no more than [--] days until CIFRs next deal announcement. Will they do more capacity with Amazon or Google/Fluidstack go direct with Google work with a new hyperscaler like Meta or partner directly with a major AI lab like Anthropic or OpenAI Its almost go time"  
[X Link](https://x.com/anyuser/status/2021214291249033358)  2026-02-10T13:26Z [----] followers, 16.5K engagements


"Probably no more than [--] days until CIFRs next deal announcement. Will they do more capacity with Amazon or Google/Fluidstack go direct with Google work with a new hyperscaler like Meta or partner directly with a major AI lab like Anthropic or OpenAI Its almost go time"  
[X Link](https://x.com/anyuser/status/2020995924584169909)  2026-02-09T22:59Z 337.6K followers, 165K engagements


"RT @anthonynoto: Clarity becoming Law is vital to our country's competitive position in the world. Without the Clarity act becoming law US"  
[X Link](https://x.com/anyuser/status/2020907352166117581)  2026-02-09T17:07Z [---] followers, [--] engagements


"Clarity becoming Law is vital to our country's competitive position in the world. Without the Clarity act becoming law US companies face the risk of constantly changing regulatory frameworks subject to the perspectives of the controlling party. Companies can not make long term investments without a durable framework (ie law) nor successfully compete verse foreign entities that play by better rules. Everyone must lead from the front or get out of the way. Thank you to @SecScottBessent @SenLummis @DavidSacks @patrickjwitt for your leadership. Thank you to @SenLummis for your continued efforts"  
[X Link](https://x.com/anyuser/status/2020905768204239053)  2026-02-09T17:00Z 95.1K followers, 45K engagements


"Thank you to @SenLummis for your continued efforts in the Senate to advance critical market structure legislation for digital assets. As I said during my testimony it is vital that the CLARITY Act is signed into law. The digital asset revolution is here and I am confident that with leadership from both sides of the aisle we can get this across the finish line. https://twitter.com/i/web/status/2019788180623671796 https://twitter.com/i/web/status/2019788180623671796"  
[X Link](https://x.com/anyuser/status/2019788180623671796)  2026-02-06T15:00Z 823.2K followers, 702.7K engagements


"1/ Why I scooped Bitcoin miners after yesterday's bloodbath + this morning's action IREN CIFR CLSK MARA RIOT SLNH BITF GLXY HUT.BTC plunged to $60K its worst drawdown since FTX era now snapping back fast to $67K. Miners got obliterated (1525%+ drops overnight) but the rebound is real. Fear = opportunity. ๐Ÿงต @McnallieM"  
[X Link](https://x.com/anyuser/status/2019774056384417916)  2026-02-06T14:03Z [---] followers, [---] engagements


"Prices paid: SLNH $0.81 IREN $32 GLXY $18.35 CLSK $8.66 CIFR $13.15 RIOT $12.69 MARA $7.2 BITF $1.86 HUT $48.88 WULF $12.70"  
[X Link](https://x.com/anyuser/status/2020846646557319342)  2026-02-09T13:06Z [---] followers, [--] engagements


"Why the Smartest AI Teams Are Panic-Buying Compute: The 36-Month AI Infr. via @YouTube This is why I bought a shit ton of Bitcoin miners. Sustained demand for inference. Long HPC. Long IREN CIFR WULF BITF SLNH MARA RIOT CLSK HUT GLXY. https://youtu.be/pSgy2P2q790si=Pc33V5I2AE5wJEmq https://youtu.be/pSgy2P2q790si=Pc33V5I2AE5wJEmq"  
[X Link](https://x.com/anyuser/status/2020844183007658224)  2026-02-09T12:56Z [---] followers, [---] engagements


"TRUMP CALLS OUT BAD BUNNY"  
[X Link](https://x.com/anyuser/status/2020579944167006617)  2026-02-08T19:26Z 430.4K followers, 8.3M engagements


"RT @McnallieM: BULLISH"  
[X Link](https://x.com/anyuser/status/2020293825630204213)  2026-02-08T00:29Z [---] followers, [--] engagements


"BULLISH $NVDA CEO says GPUs sold six years ago are rising in price and that it could take seven years to fully size true AI demand. This is incredibly bullish for AI Utility layer like $NBIS $IREN and $CIFR. https://t.co/KpcIGaTU0m $NVDA CEO says GPUs sold six years ago are rising in price and that it could take seven years to fully size true AI demand. This is incredibly bullish for AI Utility layer like $NBIS $IREN and $CIFR. https://t.co/KpcIGaTU0m"  
[X Link](https://x.com/anyuser/status/2020293051147804857)  2026-02-08T00:26Z [----] followers, [----] engagements


"$NVDA CEO says GPUs sold six years ago are rising in price and that it could take seven years to fully size true AI demand. This is incredibly bullish for AI Utility layer like $NBIS $IREN and $CIFR"  
[X Link](https://x.com/anyuser/status/2019827901391335511)  2026-02-06T17:37Z 347.8K followers, 116.6K engagements


"Long $SLNH Still cookin over here. Stay tuned. $SLNH @SolunaHoldings Still cookin over here. Stay tuned. $SLNH @SolunaHoldings"  
[X Link](https://x.com/anyuser/status/2019811910817059281)  2026-02-06T16:34Z [---] followers, [---] engagements


"Still cookin over here. Stay tuned. $SLNH @SolunaHoldings"  
[X Link](https://x.com/anyuser/status/2019796172848718043)  2026-02-06T15:31Z [----] followers, [----] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing

@CryptoSavant2 Avatar @CryptoSavant2 CryptoSavant

CryptoSavant posts on X about $slnh, bitcoin, $iren, ai the most. They currently have [-------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

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Engagements Line Chart

  • [--] Week [-----] -2.30%
  • [--] Month [-----] +369%
  • [--] Months [------] +240%
  • [--] Year [------] +1,860%

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Mentions Line Chart

  • [--] Months [--] +41%
  • [--] Year [--] +4,300%

Followers: [-------] #

Followers Line Chart

  • [--] Week [---] +0.72%
  • [--] Month [---] -0.36%
  • [--] Months [---] +95%
  • [--] Year [---] +615%

CreatorRank: [---------] #

CreatorRank Line Chart

Social Influence

Social category influence finance stocks cryptocurrencies technology brands social networks exchanges countries automotive brands currencies celebrities

Social topic influence $slnh, bitcoin, $iren, ai, $cifr, debt, $bitf, $fsly #157, money, akam #149

Top accounts mentioned or mentioned by @mcnalliem @jbelizaireceo @mikealfred @ericjackson @amitisinvesting @youtube @solunaholdings @dmgblockchain @themooncarl @dmginvestors @billackman @garethsoloway @oceanpowertech @arnytrezzi @senlummis @zssbecker @bambroughkevin @otcbitcoin @derekquick1 @solchatcoin

Top assets mentioned Bitcoin (BTC) Iris Energy Limited (IREN) Cipher Mining Inc. Common Stock (CIFR) Bitfarms Ltd. (BITF) Fastly, Inc. (FSLY) TeraWulf Inc. (WULF) Akamai Technologies, Inc. (AKAM) DigitalOcean Holdings, Inc. (DOCN) Hut [--] Mining Corp. (HUT) Opendoor Technologies Inc Common Stock (OPEN) Nebius Group N.V. Class A Ordinary Shares (NBIS) CLEANSPARK INC (CLSK) Asset Entities Inc. (ASST) Alphabet Inc Class A (GOOGL) Riot Platforms, Inc. (RIOT) Landwolf (WOLF) NVIDIA Corp. (NVDA) MARA Holdings, Inc. (MARA) Tesla, Inc. (TSLA) Trade Desk, Inc. (TTD) Bitdeer Technologies Group (BTDR) Strategy (MSTR) retard to retired (R/R)

Top Social Posts

Top posts by engagements in the last [--] hours

"@ZssBecker bro i love you but boy you've been too bearish on BTC all the way up from 16k"
X Link 2023-10-24T02:17Z [--] followers, [---] engagements

"@BambroughKevin Drinking again I see sir"
X Link 2024-01-05T09:58Z [--] followers, [---] engagements

"@OTC_Bitcoin Nope. You shorted at 44k and it popped to 49k in your eye. We have receipts. Then you flipped to maybe bullish. Then pullback. We saw it all. Horrific"
X Link 2024-01-11T21:37Z [--] followers, [--] engagements

"@derekquick1 just buy bitcoin - or the miners - my clsk up 35% today. 5% on pypl"
X Link 2024-02-09T20:20Z [--] followers, [---] engagements

"@SolChatCoin Seems like a natural to integrate with video games on sol network. Allow friends to play and call each other on screen. Partnerships Get em"
X Link 2024-03-12T18:51Z [--] followers, [----] engagements

"@mikealfred My tsll been much better but Bitcoin is good too"
X Link 2025-01-17T17:09Z [--] followers, [---] engagements

"@jefftimmer Tesla is rallying now. Dems popularity is tanking"
X Link 2025-04-25T09:51Z [--] followers, [--] engagements

"Watching CORZ fall back to pre acquisition price - How about at topping bid on CORZ From grok related to merger agreement: Go-Shop Provision: The agreement includes a 45-day go-shop period allowing Core Scientific to actively solicit alternative proposals from third parties. This provision explicitly creates room for a topping bid as it permits Core Scientific to seek and consider superior offers before the deal closes. If a superior proposal emerges Core Scientific can terminate the agreement with CoreWeave subject to paying a termination fee (typically 1-3% of the deal value though the"
X Link 2025-07-09T15:59Z [--] followers, [--] engagements

"Amazing thread here. Read if you like making money. $IREN $IREN is successfully applying the $TSLA playbook to datacenters and is positioned to grow exponentially as crypto and AI continue growing fast ๐Ÿงต https://t.co/ujCXGSmbSq $IREN is successfully applying the $TSLA playbook to datacenters and is positioned to grow exponentially as crypto and AI continue growing fast ๐Ÿงต https://t.co/ujCXGSmbSq"
X Link 2025-07-13T15:37Z [--] followers, [--] engagements

"Google to invest $25 billion in data centers AI infrastructure across largest U.S. grid @CNBC $IREN $CIFR $BITF $WULF $HUT https://www.cnbc.com/2025/07/15/google-to-invest-25-billion-in-data-centers-ai-infrastructure-in-pjm.html__source=iosappshare%7Ccom.apple.UIKit.activity.PostToTwitter https://www.cnbc.com/2025/07/15/google-to-invest-25-billion-in-data-centers-ai-infrastructure-in-pjm.html__source=iosappshare%7Ccom.apple.UIKit.activity.PostToTwitter"
X Link 2025-07-15T10:37Z [---] followers, [---] engagements

"Lack of pullback from miners when btc falls 3k overnight tells you shorts have lost the battle on the HPC rerates like $iren $cifr $hut $bitf $wulf - we are about to melt up. All aboard"
X Link 2025-07-15T10:52Z [---] followers, [---] engagements

"Just bought some $SLNH. $.43 is too low. Let the smoke clear. This will double quick. Assymetric lottery ticket. What you think @McnallieM Maybe time for another interview"
X Link 2025-07-16T11:34Z [---] followers, [---] engagements

"$open from grok: Operational Improvements: Opendoor is transitioning to an asset-light agent-assisted model moving away from its capital-intensive iBuying approach. This strategic shift along with the launch of the Key Agent app to streamline home assessments has boosted investor confidence. The company reported $1.2 billion in revenue in Q1 [----] (up 6% quarter-over-quarter) reduced its net loss to $85 million from $109 million year-over-year and projects positive Adjusted EBITDA ($1020 million) for Q2 [----]. @ericjackson @amitisinvesting"
X Link 2025-07-18T00:38Z [---] followers, [---] engagements

"I Bought $OPEN at $1.02. Why I'm sill Bullish AF: A Deep Dive Thread ๐Ÿ  The Core Business: Innovating Real Estate with iBuying - Opendoor's platform buys homes directly from sellers for cash renovates and resellsstreamlining the process with no showings or haggling. Their AI-driven pricing algorithms give them an edge in accurate valuations.They've outlasted rivals like Zillow who exited iBuying after big losses in 2022-2023. This leaves Opendoor as a dominant player in a disruptive space making home transactions as easy as e-commerce. Echoes of Carvana - giant TAM too"
X Link 2025-07-23T09:25Z [---] followers, [----] engagements

"Strategic Shift: Embracing an Asset-Light Referral Model - Opendoor is pivoting to a hybrid asset-light approach via their "Key Connections" program. Instead of buying every home they refer sellers to partner "super agents" for traditional listings earning referral fees. Launched in June [----] across more markets this reduces inventory risks and capital needs while leveraging agents' expertise. It's a smart evolution from pure iBuying aiming for sustainable growth in a volatile housing market. This will be a key growth driver in coming years. Totally additive to margins and cash flow. Expect"
X Link 2025-07-23T09:25Z [---] followers, [---] engagements

"Financial Progress: Turning the CornerAfter a 98% drop from [----] highs signs of recovery are emerging. Q1 [----] revenue: $1.153B. Gross profit: $99M. Contribution margin: +4.7% (up from negative in 2023). Homes purchased: [----] in Q1; full [----] total: [-----] (31% YoY growth). Cash on hand: $559M. Q2 guidance: $1.45-1.525B revenue positive adjusted EBITDA of $10-20M. (THIS IS A BIG F'ING DEAL - POSITIVE) Net loss narrowed to $85M in Q1 showing efficiency gains"
X Link 2025-07-23T09:25Z [---] followers, [--] engagements

"Market Tailwinds: Housing Rebound on the Horizon High mortgage rates (7%+) have slowed the market but Fed rate cuts loom potentially boosting transactions. Opendoor is well-positioned to capture share. Innovations like the Key Agent app for assessments add efficiency. Plus exploring fintech ties including crypto could bridge proptech and finance. Exciting potential as the sector evolves. Trump was even talking removing cap gains tax on real estate sales - imagine"
X Link 2025-07-23T09:25Z [---] followers, [---] engagements

"6/ Momentum from Retail and Activists Thank you @ericjackson OPEN has got a family. It's got meme stock energy: 1B+ shares traded in a day short interest 20% buzzing on Reddit/WSB"
X Link 2025-07-23T09:25Z [---] followers, [--] engagements

"@MunchBaby1337 Every turnaround is volatile - but this retraced 50% quick - so ought to stabilize in here and start trending higher soon. Hold for the ride. Or add if dummies sell. Good earnings and end of reverse split coming asap"
X Link 2025-07-23T09:31Z [---] followers, [--] engagements

"1/10 Just scooped up shares of $WOLF (Wolfspeed) at around $1.50 yes you read that right. While the market's been brutal on this stock dropping 94% in the first half of [----] alone I'm betting on a comeback. Here's why I'm buying into the dip and seeing massive upside potential. Let's break it down. #Investing #Semiconductors"
X Link 2025-07-23T14:31Z [---] followers, [----] engagements

"2/10 First who is Wolfspeed They're a powerhouse in silicon carbide (SiC) and gallium nitride (GaN) tech materials that are game-changers for electric vehicles (EVs) renewable energy 5G and power systems. SiC chips are more efficient than traditional silicon reducing energy loss by up to 30% in EVs and solar inverters. In a world pushing for green tech Wolfspeed's positioned as a leader"
X Link 2025-07-23T14:31Z [---] followers, [---] engagements

"3/10 The elephant in the room: Bankruptcy. Wolfspeed filed for Chapter [--] on June [--] [----] to restructure their debt. But this isn't a liquidation it's a proactive move to slash total debt by 70% and cut interest expenses by 60%. They're expecting to emerge stronger by Q3 end with a cleaner balance sheet for scalable growth. This could be the reset they need"
X Link 2025-07-23T14:31Z [---] followers, [---] engagements

"4/10 Look at the recent action shares skyrocketed 96% in a single day on July [--] after positive reorganization updates. Sure it's volatile (up 10% just last Friday) but that rally shows investor interest in the turnaround story. With a market cap under $250M and $1.4B in cash it's trading at a fraction of its potential value post-restructuring"
X Link 2025-07-23T14:31Z [---] followers, [---] engagements

"7/10 I'm not ignoring risks bankruptcy could dilute shareholders and competition from ON Semi or Infineon is fierce. But at this price the risk/reward skews positive for contrarians. I've seen BK plays rebound big (e.g. Hertz post-COVID). Entered at $1.04 avg like some traders eyeing $3-5 short-term if reorg goes smooth"
X Link 2025-07-23T14:31Z [---] followers, [---] engagements

"10/10 Bottom line: Buying $WOLF because the tech is future-proof the restructure clears the debt overhang and the stock's dirt cheap. Who's with me on this wolf pack"
X Link 2025-07-23T14:31Z [---] followers, [---] engagements

"Excited about $OPEN's Cash Plus launch todayit's a smart hybrid blending cash offers with agent-led listings. Sellers get upfront equity (most of home value in [--] days) skip repairs/showings and chase market upside. No more tough choices in a volatile housing market. 1/5 @ericjackson"
X Link 2025-07-24T11:08Z [---] followers, [--] engagements

"How it works: Sell to Opendoor for quick cash they prep the home to list-ready partner agents market it for max price and you pocket extra proceeds net of fees. Powered by AI valuations and efficient repairs it addresses seller pain points while reducing Opendoor's risks. 2/5"
X Link 2025-07-24T11:08Z [---] followers, [--] engagements

"A lot of good information here. True turnaround here. I hope the Tuesday earnings call lays out the vision. It's always such an honor to talk to @ericjackson He is an amazing investor and he is an amazing person If you are interested in anything related to $OPEN $IREN $CIFR $NBIS $WULF - Watch the interview Especially on $OPEN we discussed everything in depth and I think you may https://t.co/JeKpVTokO3 It's always such an honor to talk to @ericjackson He is an amazing investor and he is an amazing person If you are interested in anything related to $OPEN $IREN $CIFR $NBIS $WULF - Watch the"
X Link 2025-08-01T00:58Z [---] followers, [--] engagements

"6/ Market headwinds explain the Q3 sandbag: Seasonal slowdown + high rates stifling transactions. But macro tailwinds incomingFed rate cuts likely soon (BLS revisions boosting odds) which could juice housing activity. $OPEN survived the 2022-24 bloodbath; now positioned to thrive as rates drop. As one reply to Eric noted: "If the Fed cuts Open will rocket." Spot on"
X Link 2025-08-06T08:41Z [---] followers, [--] engagements

"7/ Balance sheet's rock solid: Refinanced convertibles boosted non-recourse lines for liquidity. Pulled cash from inventory (principle payments spiked) hinting at flexibility for acquisitions or ramp-ups. From X chatter: "Something else may be brewing"agreed this setup screams opportunistic growth once market turns"
X Link 2025-08-06T08:41Z [---] followers, [--] engagements

"8/ Don't sleep on the retail/meme factor. Wheeler thanked "new investors" (shoutout to the army building around Eric's thesis). Like $CVNA's turnaround memes & conviction precede the rip. Eric's path to $82+$200 intact: Undervalued platform in $4T housing market monopoly-by-default potential. Institutions will pile in as fixes (board/IR engagement) materialize"
X Link 2025-08-06T08:41Z [---] followers, [--] engagements

"7/ Risks EPS miss ($0.05 vs $0.07) from one-offs net loss $14M (but narrowing). Short-term vol from offering execution. But asymmetric bet: Survived 2022-24 downturn now inflecting. X bulls eyeing "stock/ETF perps" & AI playsAPPS fits as enabler. Community conviction growing like $CVNA turnaround"
X Link 2025-08-06T10:17Z [---] followers, [--] engagements

"8/ Balance sheet flex: Refinanced debt earlier liquidity boost from offering. Not desperateopportunistic for M&A in fragmented adtech. As one X post said: "Strong revenue trends despite sink"yep. Buying because overreaction to offering ignores the beat & raise. Long-term winner in $100B+ mobile ecosystem"
X Link 2025-08-06T10:17Z [---] followers, [--] engagements

"9/ Not FADYOR. Sources: DT press release earnings call SEC 8-K on offering X discussions. Full deets: Who's dipping with me $APPS ๐Ÿš€ #BuyTheDip http://investors.digitalturbine.com http://investors.digitalturbine.com"
X Link 2025-08-06T10:17Z [---] followers, [--] engagements

"Q2 was strong: Revenue $694M (+19% YoY beat est. by $8M) Adj. EPS $0.41 (in line) EBITDA $271M with 39% margins. Customer retention 95% for 11+ yearssticky business in programmatic ads. Growth dipped from Q1's 25% but still double-digits amid macro ad volatility. Fundamentals are rock solid. 2/7"
X Link 2025-08-10T16:35Z [---] followers, [--] engagements

"The sell-off Blame CFO departure (replaced by ex-Salesforce exec Alex Kayyalupgrade IMO) Q3 guidance $717M rev (up 14% slight beat but "cautious") and no FY25 outlook. Stock ran 56% YTD into earningspriced for perfection. Similar drop last year Rebounded 100%+. Algos panic I buy. 3/7"
X Link 2025-08-10T16:35Z [---] followers, [--] engagements

"$TTD's moat is expanding: CTV (connected TV) is booming as ads shift digital Kokai AI platform adoption up to 75% of clients (from 66%) retail media surging. They're winning in the open internet vs. walled gardens like Google/Meta. $1T global ad market TTD's positioned to capture more with AI-driven efficiency. 4/7"
X Link 2025-08-10T16:35Z [---] followers, [--] engagements

"Not my first rodeoI've seen these dips turn into massive gains. Patience pays. 6/7"
X Link 2025-08-10T16:35Z [---] followers, [--] engagements

"I'm no advisor just sharing my thesis. What about you Buying the $TTD dip or waiting Drop thoughts below ๐Ÿš€ #TTD #BuyTheDip #Investing 7/7"
X Link 2025-08-10T16:35Z [---] followers, [--] engagements

"Great analysis here. I own a truckload of wulf bought more on announcement. Transformational deal. $Wulf on its way to $50. Buy $cifr $iren $bitf $hut TeraWulf-Google Partnership: $3.7 Billion AI Infrastructure Deal Breakdown ๐Ÿชซโšก TeraWulf Inc. ( $WULF ) announced today a partnership that fundamentally repositions the company from a Bitcoin mining operation to a major AI infrastructure provider something that many people who https://t.co/Sf9qAv0lQf TeraWulf-Google Partnership: $3.7 Billion AI Infrastructure Deal Breakdown ๐Ÿชซโšก TeraWulf Inc. ( $WULF ) announced today a partnership that"
X Link 2025-08-15T08:56Z [---] followers, [----] engagements

"1/11: Thread: Why $SLNH (Soluna Holdings) is a compelling buy right now at crazy cheap $0.52. (20- 40x upside) Fresh insights from Q2 [----] Business Update Earnings Power Presentation & [----] Shareholder Letter. Green AI/BTC data centers poised for explosion amid compute shortages. Not fin adviceDYOR #SLNH #AI"
X Link 2025-09-09T10:19Z [---] followers, [----] engagements

"3/11: Q2 [----] highlights: Revenue $6.2M (up 4% QoQ) 19% gross margin Adj EBITDA ($1.2M) improved QoQ. Installed hashrate [---] EH/s [---] MW managed. Dorothy [--] Phase [--] energized (14 MW) onboarding customers. Exited HPE focusing on AI JVs & BTC hosting"
X Link 2025-09-09T10:19Z [---] followers, [---] engagements

"4/11: Pipeline firepower: [---] GW long-term +200 MW in June. Shovel-ready: Kati (166 MW BTC/AI). Term sheets: Rosa (187 MW) Hedy (120 MW) Ellen (100 MW) Annie (75 MW solar). [----] catalysts: Dorothy [--] full ramp Kati groundbreaking more AI partnerships"
X Link 2025-09-09T10:19Z [---] followers, [---] engagements

"5/11: Earnings ramp (base $55 hashprice): Consolidated rev to $132M by [----] Adj EBITDA $70M from Dorothy [--] Kati [--] +2 similar projects. Upside ($75 hashprice): Rev $167M EBITDA $100M. No AI revenue baked in yetmassive potential as they build HPC expertise"
X Link 2025-09-09T10:19Z [---] followers, [---] engagements

"6/11: Stellar project economics: BTC hosting (25% stake)755% ROIC 50% IRR post-flip. AI/HPC: 560% ROIC 37.7% IRR. Low corp debt ($24M) project-level financing. Soluna earns O&M fees (20% margin) developer shares (7.5% pre-flip 50% post) ownership profits"
X Link 2025-09-09T10:19Z [---] followers, [---] engagements

"8/11: Why now AI compute demand exploding (26-36% annual growth) renewables curtailment wasting energySoluna solves both. BTC mining consolidating to efficient hosts. Perfect storm for behind-the-meter green infra"
X Link 2025-09-09T10:19Z [---] followers, [---] engagements

"9/11: Recent validations: TeraWulf ($WULF) inked 200+ MW AI deals; Google boosted stake to 8% $3.2B backstopstock surged 50%+ in Aug. Last night Nebius ($NBIS) sealed $17.4B/5yr GPU deal w/ Microsoftshares up 40%. Big tech bets on green AI infra mirror Soluna's pivot"
X Link 2025-09-09T10:19Z [---] followers, [---] engagements

"10/11: With 80% rev growth in '24 [---] MW pipeline AI JVs forming & industry tailwinds Soluna eyes 5x+ scale by [----]. Undervalued play in renewable computing boom. Dive into the docswhat's your take #Bitcoin #GreenTech #Investing"
X Link 2025-09-09T10:19Z [---] followers, [---] engagements

"11/11 $SLNH Valuation Deep Dive: Current mcap $20M at $0.48/sh (42M shares out). Base case [----] consol. Adj EBITDA $47M (no AI rev)at peer 10x EV/EBITDA multiple implies $470M EV. Less $24M net debt equity $446M PT $10.60 (22x upside). Upside $75 hashprice: EBITDA $89M PT $20+. AI JVs could add more. DYOR not advice #SLNH #Bitcoin"
X Link 2025-09-09T10:19Z [---] followers, [---] engagements

"$SLNH - Don't miss this: Miner Melt Up Bitcoin Miner Re Rate has Begun Latest Bitcoin Mining. via @YouTube Thanks for all you do @McnallieM https://youtu.be/zgUaThnrh08si=afRfnq8CfGBmYS_k https://youtu.be/zgUaThnrh08si=afRfnq8CfGBmYS_k"
X Link 2025-09-11T11:17Z [---] followers, [---] engagements

"@SolunaHoldings More $SLNH news this am. Breaking ground on their largest site to date. AI data center at just $20 million mkt cap. Easiest 10x in the game. https://www.solunacomputing.com/news/project-kati-groundbreaking/ https://www.solunacomputing.com/news/project-kati-groundbreaking/"
X Link 2025-09-11T11:36Z [---] followers, [---] engagements

"$SLNH its a melt up. Tick tock. This will accelerate when it approaches $1 as that will take off the reverse split risk. Maybe a $2 stock by end of week. Will be $5 if @jbelizaireCEO does some insider buying"
X Link 2025-09-11T16:34Z [---] followers, [----] engagements

"Thank you for the follow @jbelizaireCEO. I admire what you are building. I can tell you that insider buying by you or better yet a cluster of buys by the $SLNH management would send a strong message (see $BITF) here at the bottom. Would turbo charge the comeback and put r/s behind"
X Link 2025-09-12T12:04Z [---] followers, [----] engagements

"@ChrisCamillo Where are you on $tsla these days"
X Link 2025-09-16T08:14Z [---] followers, [---] engagements

"It's a meltup $SLNH. It will accelerate as it leaves the potential of a reverse split behind post $1 for [--] days per nasdaq regs. Easily a $30 stock in short order"
X Link 2025-09-22T19:17Z [---] followers, [---] engagements

"Thanks. My post is what kicked off this attention cycle for $SLNH. Sleeping Giant. This stock is headed to $30 quickly for $1 billion mkt cap. Then the fun can really start. Hold on. @CryptoSavant2 Legendary post timestamp. Called it during the calm before the storm. ๐Ÿซก Got in last week wish I found u earlier. @CryptoSavant2 Legendary post timestamp. Called it during the calm before the storm. ๐Ÿซก Got in last week wish I found u earlier"
X Link 2025-09-23T10:22Z [---] followers, [----] engagements

"Hold on folks. $SLNH is the big one. Will be a $100 stock in a few years. Jensen from $NVDA is anticipating a [----------] fold increase in inference demand based on a recent interview. $SLNH has a strategic cost advantage over many competitors and is set up very strongly for running inference workloads. Soluna also builds modular datacenters that https://t.co/uNTMgLnk8w Jensen from $NVDA is anticipating a [----------] fold increase in inference demand based on a recent interview. $SLNH has a strategic cost advantage over many competitors and is set up very strongly for running inference"
X Link 2025-09-29T14:22Z [---] followers, [----] engagements

"Best stock in the market. Quite possible I'll just be putting all my free cash into $SLNH only. There might not be a better stock rn in the market at least from a risk/reward perspective. You mostly need to watch the technical levels of $SLNH now. Quite possible I'll just be putting all my free cash into $SLNH only. There might not be a better stock rn in the market at least from a risk/reward perspective. You mostly need to watch the technical levels of $SLNH now"
X Link 2025-09-30T00:30Z [---] followers, [---] engagements

"2/10 Legacy miner Don't care - that's the opportunity/confusion. Q3 '25 rev $11.6M (+40% YoY) [--] BTC mined at [----] EH/s (22.6 J/TH eff.). YTD rev $35.9M 22% op margin ex-D&A/SBC. Hydro-powered Christina Lake site (65MW op 85MW substation) = green edge for AI. Targets "sovereign AI" for Canadian agencies94% public servants demand data stays in Canada"
X Link 2025-09-30T14:43Z [---] followers, [--] engagements

"3/10 Near-term catalyst: [--] MW SCIF pilot. MOU Feb '25 for [--] MW prefab (SCIF-rated for defense/intel). Bought [--] MW PDC units Jul '25modular air-cooled ready for GenAI. Upfront $5M US balance on rev from off-take (gov't/NGOs). Aug ops: [--] BTC mined treasury to [---] BTC. Pilot = contract door-opener"
X Link 2025-09-30T14:43Z [---] followers, [--] engagements

"4/10 Val impact CIFR's Fluidstack/Google comps: [--] MW SCIF deal = $6-10/sh. 40-50% prob (owns assets due diligence done). That's 15-25x from here. X buzz exploding: "Up 30% on no news. AI contract incoming w/ national defense. massive shipping containers they own." Canaccord just upgraded to Buy"
X Link 2025-09-30T14:43Z [---] followers, [--] engagements

"5/10 Expansion: [--] MW Indigenous-led play. Oct '24 MOU w/ Malahat NationCanada's 1st Indigenous AI centers. [--] MW each (Christina Lake/Vancouver Island) carbon-neutral hydro. DMG leads; taps reconciliation policy boosts cred for gov't bids. Non-dilutive gov't financing eyed"
X Link 2025-09-30T14:43Z [---] followers, [--] engagements

"7/10 Long-tail: [---] MW+ runway. Christina Lake scales to [--] MW substation. + Malahat + unannounced site = big defense AI. Sep '25 deck targets Canadian gov't explicitly for "Trusted AI" via blockchain (ZK proofs smart contracts). Hashrate to [--] EH/s eff. [--] J/TH by YE. [---] MW deal $62+/sh"
X Link 2025-09-30T14:43Z [---] followers, [--] engagements

"This will 5x in days. $dmggf $cifr $iren $slnh $bitf Great breakdown of DMG Blockchain volume/price movement on @powermining_BTC today. 500% of average volume price discovery as a AI/HPC infrastructure player along with their Bitcoin mining (now over $114000) trust company and software. $71M market cap. $IREN $CIFR $SLNH ๐Ÿ‘‡ https://t.co/BkLUhEyGun Great breakdown of DMG Blockchain volume/price movement on @powermining_BTC today. 500% of average volume price discovery as a AI/HPC infrastructure player along with their Bitcoin mining (now over $114000) trust company and software. $71M market"
X Link 2025-10-01T07:19Z [---] followers, [---] engagements

"Welcome to day [--] above $1 for $slnh. Regaining Nasdaq compliance incoming. Look for a press release as soon as tomorrow and a meltup to $5 on the way to $10 near term. Longer term $30 easy on way to $100. @jbelizaireCEO Time for another interview @McnallieM"
X Link 2025-10-02T11:24Z [---] followers, 10.3K engagements

"The whole group is so undervalued. Holdingggggggg $iren $cifr $slnh $dmggf $bitf $hut Blackrock just paid 40x revenue to buy a 5GW (under construction) Data Center capacity https://t.co/fAqsQCwDSw Blackrock just paid 40x revenue to buy a 5GW (under construction) Data Center capacity https://t.co/fAqsQCwDSw"
X Link 2025-10-05T19:00Z [---] followers, [----] engagements

"@iammpremm Sure will. Hodl these rockets for [--] yrs"
X Link 2025-10-06T00:51Z [---] followers, [--] engagements

"$SLNH regains Nasdaq compliance. Say goodbye forever to reverse split talk. Nice job @jbelizaireCEO @McnallieM Blue skies ahead here. https://www.solunacomputing.com/news/soluna-regains-compliance-with-nasdaq/ https://www.solunacomputing.com/news/soluna-regains-compliance-with-nasdaq/"
X Link 2025-10-06T11:35Z [---] followers, [----] engagements

"Yep. Pretty simple to figure where we're going. $SLNH @jbelizaireCEO @McnallieM $SLNH its coming. Doest matter what you or I think. https://t.co/SDLLT2SaAo $SLNH its coming. Doest matter what you or I think. https://t.co/SDLLT2SaAo"
X Link 2025-10-07T12:26Z [---] followers, [---] engagements

"Own $CLSK too. Calls. Going loads higher. Just finished a small dinner with Secretary Bessent and Chairman Scott. We talked about the Market Structure bill. We talked about the economy. We talked about the [--] finalists for the Chair of the Fed and we talked about the Strategic Bitcoin Reserve. The US holds about Just finished a small dinner with Secretary Bessent and Chairman Scott. We talked about the Market Structure bill. We talked about the economy. We talked about the [--] finalists for the Chair of the Fed and we talked about the Strategic Bitcoin Reserve. The US holds about"
X Link 2025-10-08T14:49Z [---] followers, [---] engagements

"@Boris_Zhi @daddygrahams They definitely do need money - like all the miners transitioning to HPC. So the stock going up is a positive feedback loop. Makes value higher thus dilution lower thus have better balance sheet and leverage to cut better deals and own more of each project = higher stock"
X Link 2025-10-08T15:08Z [---] followers, [--] engagements

"$SLNH premarket is electric. Tick Tock. Going so much higher. And the stock going higher is a self reinforcement loop that will allow them to finance new deals with less dilution negotiate better terms bringing more profits and a higher stock price. Rinse repeat. @jbelizaireCEO @McnallieM"
X Link 2025-10-15T10:11Z [---] followers, [----] engagements

"@TheMoonCarl Already 7x my money in Bitcoin miners turkey while you post toilet ๐Ÿšฝ shots about altcoins"
X Link 2025-10-16T00:48Z [---] followers, [--] engagements

"5/10 Market tailwinds are huge. EV adoption is exploding global sales projected to hit 17M units in [----] and SiC demand could grow 30%+ annually through [----]. Wolfspeed's tech is key for faster charging and longer range. Plus partnerships like with Renesas keep the bullish vibe alive even amid challenges"
X Link 2025-07-23T14:31Z [---] followers, [---] engagements

"6/10 Financials snapshot: Revenue at $761M TTM but losses are real (-$8.26 EPS) due to high debt and capex for expansion. Post-bankruptcy with debt down and fabs ramping (like their new Mohawk Valley facility) profitability could return. Analysts' price targets range up to $20 that's 13x from here"
X Link 2025-07-23T14:31Z [---] followers, [---] engagements

"I scooped up some $TTD shares on this massive post-earnings dip Down 28% AH after solid Q2 results Total overreaction. As a long-term investor here's why I'm buying & holding. Thread: 1/7"
X Link 2025-08-10T16:35Z [---] followers, [---] engagements

"$WOLF Valuation Deep Dive: Current mcap $328M at $2.1/sh (156M shares out). Base case [----] revenue $966M EBITDA $327M. At peer 13x EV/EBITDA multiple implies $4.25B EV. Post-restruct net debt $1.9B equity $2.35B PT $15 (7x upside). Boom case EBITDA $500M PT $25+. DYOR not advice #WOLF #SiC"
X Link 2025-09-09T10:51Z [---] followers, [---] engagements

"$SLNH is [--] days into the [--] needed to regain nasdaq compliance with the stock staying over $1. So next Friday we will likely get a release like $OPEN did: This will be a catalyst for higher stock prices. Much higher. Well done @jbelizaireCEO https://investor.opendoor.com/news-releases/news-release-details/opendoor-regains-compliance-nasdaq-minimum-bid-price-requirement https://investor.opendoor.com/news-releases/news-release-details/opendoor-regains-compliance-nasdaq-minimum-bid-price-requirement"
X Link 2025-09-27T13:18Z [---] followers, [---] engagements

"1/10 I went in heavy on $DMGGF the last few days - avg $0.32. $93M CAD mkt cap on monster volume (1Y high). Market waking up to pivot: SCIF-rated AI data centers for gov't/defense. Asymmetric betdownside cushioned by $133.6M CAD assets (incl. [---] BTC HODL @ $50.7M) upside 20x+ on contracts. @DMG_Investors @dmgblockchain @McnallieM"
X Link 2025-09-30T14:43Z [---] followers, [---] engagements

"8/10 Why missed Legacy "miner" label. MOUs not yet contracts. Low liq (1M sh/day). Canadian but looking at US listing. But Q3 beat balance sheet ($11.1M cash + [---] BTC debt $10M) + software/Trust Co. (2nd in Canada PayPal partner SOC2 Type II) = recurring rev ignored. Vol spike (up 30% today) signals wake-upBNN Bloomberg just featured"
X Link 2025-09-30T14:43Z [---] followers, [--] engagements

"9/10 Prob-weighted FV: Blend scenarios (10/30/100 MW) = $7-8/sh (20x+). Downside: Miner val w/ BTC cushion. Upside: Pilot alone 5-10x; full award $20-90/sh. X thesis: "Most undervalued AI infra/BTC minerintegrated diversified. $93M cap vs. peers $1B+." Channels hydro profits to defense AI supercomputer"
X Link 2025-09-30T14:43Z [---] followers, [---] engagements

"10/10 DMGGF: Tiny float (203M sh) huge optionality. Sovereign AI/defense in Canada = tailwind (mkt CAGR 23%+). Don't sleepbought at $0.32 but this screams multi-bagger. DYOR. @dmgblockchain"
X Link 2025-09-30T14:43Z [---] followers, [---] engagements

"@DMG_Investors @dmgblockchain This is exactly correct. They need to communicate. $slnh is all over x. It shows they are not asleep during this once in a lifetime power/datacenter opportunity. Talk to us $dmgi"
X Link 2025-10-14T01:55Z [---] followers, [---] engagements

"$apld deal brings revs at $166 mil per kw per month. Up from recent deals $corz $crwv at $120 and recent $wulf deal and $cifr deals at $150 per kw per month. Demand growing. Buy $bitf $slnh $iren $mara $clsk $cifr $wuld $riot $hut $dmggf"
X Link 2025-10-22T13:24Z [---] followers, [---] engagements

"@TheBTCTherapist End of the cycle mate"
X Link 2025-10-28T22:52Z [---] followers, [--] engagements

"@Vivek4real_ [--] yr cycle bruh"
X Link 2025-10-31T00:01Z [---] followers, [--] engagements

"@TheMoonCarl Carl I bought the dip to $122k from $125k in btc. What do you recommend"
X Link 2025-11-05T00:36Z [---] followers, [--] engagements

"@Kylechasse You are an embarrassment bruh"
X Link 2025-11-14T02:04Z [---] followers, [--] engagements

"I have sold all of my bitcoin related names. The cycle is over. Fight if you will. Short is now the way to make money if you are into that. For about the next year. Good luck"
X Link 2025-11-14T07:40Z [---] followers, [--] engagements

"I bought a fuckton of $MARA $BTDR $ASST $CLSK $RIOT and $BITF near the close Friday. Firesale prices gents. Peak fear. This is how you do it. @mikealfred"
X Link 2025-11-16T11:15Z [---] followers, [---] engagements

"They do sometimes ring a bell at the bottom. Since Friday through yesterday I've gone heavy long: $BITF $BTDR $CLSK $MARA $SLNH $IREN $RIOT $NBIS $WULF $CIFR $HUT . "
X Link 2025-11-19T14:22Z [---] followers, [---] engagements

"Live look in at a Somali child care center. Its for the children of course. @elonmusk @BillAckman @chamath @nickshirleyy"
X Link 2025-12-28T21:50Z [---] followers, [--] engagements

"1/12 Thread: Why I'm pounding the table on $MSTR right here right now at $156.75. After accounting for debt and cash the stock is trading at just 1.06x mNAV (enterprise value to Bitcoin NAV) near the lowest premiums in years. That's buying leveraged Bitcoin exposure at a slim markup plus getting the world's most aggressive accumulator essentially for free. This isn't hype. It's grounded math. https://twitter.com/i/web/status/2005700591448899945 https://twitter.com/i/web/status/2005700591448899945"
X Link 2025-12-29T18:00Z [---] followers, [--] engagements

"2/12 Strategy (formerly MicroStrategy) just stacked another [----] BTC pushing holdings to [------] coins. Average cost basis $75K. Current BTC price $88K. Unrealized gains massive and they're not stopping. Saylor's playbook: raise capital smartly (equity convertibles preferred) buy more BTC repeat. No one matches this conviction or scale. https://twitter.com/i/web/status/2005700592887271830 https://twitter.com/i/web/status/2005700592887271830"
X Link 2025-12-29T18:01Z [---] followers, [--] engagements

"3/12 Valuation case: mNAV at 1.06x factors in $8.2B debt and $8B preferred offset by $2.2B cash reserve. EV $63B vs $59B in BTC value. Historically this premium balloons in bull phases often hitting 1.5-2x or more. If it expands even modestly as BTC rallies you're set for serious torque"
X Link 2025-12-29T18:01Z [---] followers, [--] engagements

"4/12 Leverage without liquidation headaches. MSTR uses debt and equity to fund buys but with low net leverage (10%) and a fat cash buffer for interest/dividends. Dilution concerns Overrated accretive raises buy more BTC per share over time. They've navigated cycles without forced sales. https://twitter.com/i/web/status/2005700595328393245 https://twitter.com/i/web/status/2005700595328393245"
X Link 2025-12-29T18:01Z [---] followers, [--] engagements

"5/12 Bitcoin exposure + alpha. Spot holders get 1:1. MSTR amplifies via premium expansion ongoing stacking and smart capital ops. In BTC bulls (like now) this has crushed spot returns over multi-year horizons even after debt costs"
X Link 2025-12-29T18:01Z [---] followers, [--] engagements

"6/12 Institutional winds at their back: ETF inflows policy tailwinds more corporates dipping in. MSTR is the cleanest public play no fees eroding gains direct mega-stack ownership Saylor turning it into a Bitcoin juggernaut"
X Link 2025-12-29T18:01Z [---] followers, [--] engagements

"7/12 Technicals: Oversold after months of chop hugging support max fear while fundamentals peak. Whales scooping dips. This is multi-bagger territory load up when premiums compress"
X Link 2025-12-29T18:01Z [---] followers, [--] engagements

"8/12 Risks acknowledged: BTC swings debt servicing ($800M annual outflows) potential dilution. But Saylor's execution is proven transformed a software firm into the top corporate BTC holder debt managed flawlessly. Built for longevity no panic sellers"
X Link 2025-12-29T18:01Z [---] followers, [--] engagements

"9/12 Vs alternatives: Spot BTC: Solid no leverage/alpha. ETFs: Easy but fees and no accumulation edge. Miners: Ops risks energy drags anti datacenter sentiment with price increases for consumers. MSTR Pure amplified battle-tested BTC vehicle"
X Link 2025-12-29T18:01Z [---] followers, [--] engagements

"10/12 Long view: As BTC matures MSTR evolves into a "Bitcoin bank" apps yielding assets ecosystem plays. With 672K+ coins they're positioned like no other for adoption waves"
X Link 2025-12-29T18:01Z [---] followers, [--] engagements

"11/12 TL;DR: At 1.06x mNAV MSTR offers asymmetric upside in a BTC uptrend. Premium expansion + relentless buying = potential monster gains. I'm stacking shares here. Not advice but this screams opportunity"
X Link 2025-12-29T18:01Z [---] followers, [--] engagements

"@Breaking911 @BillAckman"
X Link 2025-12-30T09:14Z [---] followers, [--] engagements

"I agree with this analysis by @GarethSoloway. $BTC Bitcoin about to rally bigly. https://youtu.be/Fi4G-zb1KF8si=jOTwNF7gP0dnzyCA https://youtu.be/Fi4G-zb1KF8si=jOTwNF7gP0dnzyCA"
X Link 2025-12-31T14:02Z [---] followers, [--] engagements

"@GarethSoloway I am pregnant with $MSTX $BITX and $ASST. Tax loss selling ending today - market already frontrunning a big rebound"
X Link 2025-12-31T14:10Z [---] followers, [---] engagements

"Going so much higher. Long calls long MSTX long $ASST. long every miner. Melt up. ๐Ÿšจ๐Ÿšจ MSCI Won't Exclude $MSTR from Indices $MSTR +6% https://t.co/uc1hxK3hkx ๐Ÿšจ๐Ÿšจ MSCI Won't Exclude $MSTR from Indices $MSTR +6% https://t.co/uc1hxK3hkx"
X Link 2026-01-06T21:21Z [---] followers, [---] engagements

"Going so much higher. I own 2x etf in all three. Are the daily highs in or will we trade higher into close ๐Ÿคทโ™‚๐Ÿคทโ™‚๐Ÿคทโ™‚ $RIOT $IREN $CIFR https://t.co/USSBgrI6la Are the daily highs in or will we trade higher into close ๐Ÿคทโ™‚๐Ÿคทโ™‚๐Ÿคทโ™‚ $RIOT $IREN $CIFR https://t.co/USSBgrI6la"
X Link 2026-01-16T17:51Z [---] followers, [--] engagements

"1/ Why I loaded up a literal fuckton of $OPTT around $0.62. @OceanPowerTech Ocean Power Technologies went from perennial wave-energy meme to actually landing real defense contracts and revenue ramps. Here's the bull case in [--] tweets. ๐ŸŒŠ"
X Link 2026-01-26T17:20Z [---] followers, [---] engagements

"2/ Big catalyst: Jan [----] news dropped a $5M multi-buoy contract with DHS + US Coast Guard. Deploying multiple MERROWS-equipped PowerBuoys off San Diego in partnership with Anduril (the defense drone/AI beast). Autonomous maritime domain awareness = gov money that sticks"
X Link 2026-01-26T17:20Z [---] followers, [--] engagements

"5/ Defense tailwinds on steroids. US pushing hard on maritime security (drugs subs drones Indo-Pacific). Anduril collab + direct DHS/Coast Guard/Navy exposure = real shot at bigger recurring deals. This isn't 2010s vaporwareit's [----] execution mode"
X Link 2026-01-26T17:20Z [---] followers, [--] engagements

"6/ Still tiny valuation. Bought in when mcap was sub-$100M range despite fresh multi-million contracts. Volume spikes hard on newsstock's shown multi-bagger pops before. If they stack a few more $510M wins and revenue scales easy 510x potential from these levels. (Volatile as hell tho.)"
X Link 2026-01-26T17:20Z [---] followers, [--] engagements

"7/ Balance sheet looking way better. Cash position strengthened massively (nearly 300% YoY in recent quarter). Less brutal dilution risk than the old days. Still speculative but shifting from pure burn to actual growth trajectory"
X Link 2026-01-26T17:20Z [---] followers, [--] engagements

"8/ Sector setup is fire. Unmanned surface vehicles (USVs) + offshore autonomy exploding. Clean energy/defense crossover gets bipartisan budget love. $OPTT positioned right at the nexuswave power meets maritime drones"
X Link 2026-01-26T17:20Z [---] followers, [---] engagements

"9/ Risk/reward is stupid asymmetric. Downside: classic penny stock shitdilution misses macro dumps. Upside: consistent contract flow $2050M+ revenue run-rate serious rerate. I'm sizing for the upside scenario after digging through filings IR and news flow"
X Link 2026-01-26T17:20Z [---] followers, [--] engagements

"9/ Insider conviction: Recent buys from CEO & CFO. CEO Philipp Stratmann scooped up shares (6.3k at $0.34 in Dec 2025) CFO Robert Powers adding too. Insiders putting real money where their mouth isskin in the game when the story's heating up. Not just talk"
X Link 2026-01-26T17:20Z [---] followers, [--] engagements

"10/ Sellside waking up: Two firms (incl. HC Wainwright initiating Buy) slapped $1.50 targets recently. Consensus around $1.50 implies massive upside from current levels. Analysts seeing the defense contract momentum and maritime tech edgefinally some Wall Street eyes on this"
X Link 2026-01-26T17:20Z [---] followers, [--] engagements

"12/ Position: a literal fuckton of shares. Not "YOLO everything"conviction play after real DD on these DHS/Anduril wins insider buys analyst upgrades and momentum shift. Not advice high risk do your own homework"
X Link 2026-01-26T17:20Z [---] followers, [--] engagements

"Kraken Robotics ($KRKNF) is a marine tech powerhouse building the backbone of tomorrow's undersea domain: ultra-high-res subsea sensors (like their game-changing AquaPix synthetic aperture sonar) pressure-tolerant batteries (SeaPower) towed vehicles (KATFISH) robotic systems and more.They serve serious clientsleading navies major defense contractors offshore energy giants. Military + commercial dual-use in a world where subsea dominance = strategic edge.I loaded up big at $6.23. @KrakenRobotics Here's why I'm balls-deep and still bullish: https://twitter.com/i/web/status/2016188037911163356"
X Link 2026-01-27T16:34Z [---] followers, [---] engagements

"1/8 The macro tailwinds are monstrous. Geopolitical tensions = massive defense spending on underwater capabilities (mine countermeasures ASW seabed mapping AUV/UUV fleets). Every major navy is racing to own the seabed. Kraken's tech is right in the crosshairshigh-res seabed imaging & endurance solutions.Offshore wind/oil & gas still need insane subsea data for site surveys cable laying asset inspection. Renewables boom + energy security = more demand. https://twitter.com/i/web/status/2016188040004120658 https://twitter.com/i/web/status/2016188040004120658"
X Link 2026-01-27T16:34Z [---] followers, [--] engagements

"2/8 Recent momentum is stupid.Stock ran from $1.40 low to highs near $6.44 recently. We're trading around $6.206.40 zone now after pulling back a bit. That's +300350% off the bottom in under a year. Volume has exploded. Retail + institutional interest is clearly picking up.Analysts are waking uprecent targets raised (e.g. Canaccord to C$9 implying serious upside from here). https://twitter.com/i/web/status/2016188220367581678 https://twitter.com/i/web/status/2016188220367581678"
X Link 2026-01-27T16:35Z [---] followers, [--] engagements

"3/8 Fundamentals catching fire.Record revenues growing backlog margin expansion from higher-margin products (batteries & sensors scaling nicely). They're shifting from pure R&D/play to commercial execution mode.SeaPower batteries just had a reported $35M breakthrough/order visibilityhuge for endurance in deep-sea ops where power is the bottleneck.Products segment scaling while Services provide recurring revenue. Path to profitability is clear and accelerating. https://twitter.com/i/web/status/2016188222150426809 https://twitter.com/i/web/status/2016188222150426809"
X Link 2026-01-27T16:35Z [---] followers, [--] engagements

"4/8 Valuation still reasonable for growth. Trading at $1.9B market cap with massive TAM in defense/offshore. Forward multiples look compressed relative to peers in robotics/autonomy/defense tech. If they keep executing this easily becomes a multi-bagger story.High P/E today because earnings are rampingclassic growth name. https://twitter.com/i/web/status/2016188223681081504 https://twitter.com/i/web/status/2016188223681081504"
X Link 2026-01-27T16:35Z [---] followers, [--] engagements

"$OPTT seems crazy cheap at about $100 mil mkt cap. Partnership with Anduril. Insider buying by CEO and CFO. Back up the truck. @OceanPowerTech"
X Link 2026-01-27T14:13Z [---] followers, [---] engagements

"5/8 Asymmetric setup.Worst case: macro cools defense budgets stall stock corrects but company still has sticky tech & case: more big defense wins battery orders explode offshore energy surges $1015+ CAD equivalent in [----] months isn't crazy (analyst targets already pointing that direction).Bought at $6.23 because the risk/reward felt disgusting in a good way. Pulled the trigger hard when most were still sleeping on it. http://contracts.Best http://contracts.Best http://contracts.Best http://contracts.Best"
X Link 2026-01-27T16:35Z [---] followers, [--] engagements

"6/8 Not advicejust one guy's convicted position.This isn't pump & dump. It's conviction in a real company solving hard problems in a secularly growing market. Underwater is the new space race.If you're in defense/autonomy/ocean tech themes $KRKNF deserves a hard look"
X Link 2026-01-27T16:35Z [---] followers, [---] engagements

"Do Not Miss This Video on $KRKNF This says it all. Kraken Robotics is the Next Canadian Super Stock via @YouTube https://youtu.be/JIhABOqmfc4si=eaU-c3_v27Bmj1mY https://youtu.be/JIhABOqmfc4si=eaU-c3_v27Bmj1mY"
X Link 2026-01-27T17:47Z [---] followers, [---] engagements

"I'm buying all the $IREN I can after hours as low as $30. Great call. Great future. @mikealfred"
X Link 2026-02-05T23:21Z [---] followers, [---] engagements

"There is no second best to $IREN. Best mgmt. Listening to $clsk - not close. $IREN Some quick considerations: - Guided for $2.5B GPU financing in Q1 - realized $3.6B - Guided for $0.5B ARR by eo March - realized $0.4B by February 5th - In talks for multi billion $ contract with software solution from IREN - Added 1.6GW to the contracted power pipeline $IREN Some quick considerations: - Guided for $2.5B GPU financing in Q1 - realized $3.6B - Guided for $0.5B ARR by eo March - realized $0.4B by February 5th - In talks for multi billion $ contract with software solution from IREN - Added 1.6GW"
X Link 2026-02-06T01:56Z [---] followers, [---] engagements

"@SamanthaLaDuc Samantha your anti trump take is insufferable. No one at all cares about your politics. Not one person"
X Link 2026-02-08T01:54Z [---] followers, [--] engagements

"8/10 Broader context: The semi sector's volatile but Wolfspeed's niche in wide-bandgap semis is undervalued amid the AI hype overshadowing EVs. With U.S. chips push (CHIPS Act vibes) domestic players like WOLF could get a boost"
X Link 2025-07-23T14:31Z [---] followers, [---] engagements

"9/10 Renesas Electronics Corporation: As a major strategic partner and creditor Renesas is converting its existing $2 billion loan (stemming from a prior deposit for silicon carbide supply) into equity as part of Wolfspeed's Chapter [--] bankruptcy restructuring. This move positions Renesas as the largest shareholder with approximately 38.7% ownership in the reorganized company contributing to Wolfspeed's overall debt reduction of about $4.6 billion and enabling scalable growth in EV and renewable energy sectors. https://twitter.com/i/web/status/1948028265223934295"
X Link 2025-07-23T14:31Z [---] followers, [---] engagements

"My guess is $DMGGF and $SLNH will be the best performers in the next year. Take a listen and you be the judge ๐Ÿ‘€๐Ÿ‘€๐Ÿ‘€ $DMGI https://t.co/pH1xQZlzVA https://t.co/3MLHm1UqTF Take a listen and you be the judge ๐Ÿ‘€๐Ÿ‘€๐Ÿ‘€ $DMGI https://t.co/pH1xQZlzVA https://t.co/3MLHm1UqTF"
X Link 2025-10-15T13:10Z [---] followers, [---] engagements

"Hey @mikealfred $ASST is a bag of shit"
X Link 2026-02-12T16:53Z [---] followers, [--] engagements

"@isfall Right - I own IREN too. Been a beast. But looking forward over the next year.$SLNH and $DMGGF are my picks. (and still own a bunch of others including IREN)"
X Link 2025-10-15T15:36Z [---] followers, [---] engagements

"Tweet 2/7 $AKAM (Akamai) The established giant reinventing itself. Legacy CDN is stable but the real story is explosive growth in Cloud Infrastructure Services (up 39% YoY recently) + NVIDIA-powered Inference Cloud for AI at the edge. Security revenue still growing double-digits. Strong margins cash flow for buybacks/CapEx. Analysts see EPS growth 15%+ annually. I see much more. Buy with upside to $200-300. Positioning perfectly for agentic AI era. https://twitter.com/i/web/status/2021982994118885568 https://twitter.com/i/web/status/2021982994118885568"
X Link 2026-02-12T16:21Z [---] followers, [---] engagements

"Tweet 3/7 $FSLY (Fastly) The developer-first edge cloud pure play. Finally turning profitable in [----] (first full profitable year) with record revenue + strong margin expansion. Guidance points to 14%+ revenue growth in [----] non-GAAP profitability ramping hard. Edge compute + security + network services all beating market rates. Trading at low forward P/S (2x) for a SaaS-like breakout story. Undervalued with real [----] upside potential. https://twitter.com/i/web/status/2021982995544940684 https://twitter.com/i/web/status/2021982995544940684"
X Link 2026-02-12T16:21Z [---] followers, [--] engagements

"Tweet 1/7 Building positions in edge/cloud plays for [----] and beyond. My top [--] picks right now: $AKAM $FSLY and $DOCN. All three sit at the intersection of exploding demand for low-latency compute AI inference at the edge security and developer-friendly cloud infra. Here's why I'm buying each. ๐Ÿงต https://twitter.com/i/web/status/2021982992629899497 https://twitter.com/i/web/status/2021982992629899497"
X Link 2026-02-12T16:21Z [---] followers, [---] engagements

"Tweet 4/7 $DOCN (DigitalOcean) The SMB/developer cloud that's quietly crushing it. AI revenue doubling for multiple quarters straight. Overall revenue accelerating (15-16%+) profitability improving fast attractive valuation (forward P/E [--] cheaper than many peers). Tailwind from AI enabling smaller teams + cost-effective infra for startups/mid-market. Wall Street loves itModerate Buy targets implying solid upside. Still way off [----] highs = room to run"
X Link 2026-02-12T16:21Z [---] followers, [--] engagements

"Tweet 5/7 Why these three together $AKAM: Enterprise-grade massive scale AI inference leader. $FSLY: Pure edge innovation fast-growing profitability. $DOCN: Developer/SMB focus AI tailwinds best value. Diversified exposure to edge computing CDN evolution cloud infra and AI workloads without overlapping too much. All benefit from the same macro: AI needs distributed low-latency power. https://twitter.com/i/web/status/2021982998153797962 https://twitter.com/i/web/status/2021982998153797962"
X Link 2026-02-12T16:21Z [---] followers, [---] engagements

"Tweet 6/7 Risks exist (competition from hyperscalers macro slowdowns execution) but: All showing accelerating/guided growth Improving fundamentals (margins profitability) Attractive valuations relative to potentialI'm buying on dipslong-term conviction high for 2026+"
X Link 2026-02-12T16:21Z [---] followers, [--] engagements

"Tweet 7/7 Not financial advicedo your own DD. What are your thoughts on edge/cloud plays Holding any of these $AKAM $FSLY $DOCN"
X Link 2026-02-12T16:21Z [---] followers, [---] engagements

"And $RR is a cash burning pile of dung. See ya at Bitcoin $35k"
X Link 2026-02-12T17:46Z [---] followers, [---] engagements

"Am afraid it doesnt make you a good investor @arny_trezzi and @amitisinvesting to ride a stock from $200 to $130 even if you bought it at $6. It means you got greedy or are naive to how markets and valuation works. Or you got lucky. The goal is to make money not hold stocks forever and make arguments. And the stock is still priced for perfection. Prob headed to $50. Burry wins this round folks. https://twitter.com/i/web/status/2022797321914732948 https://twitter.com/i/web/status/2022797321914732948"
X Link 2026-02-14T22:17Z [---] followers, [---] engagements

"Tweet 1/7 Building positions in edge/cloud plays for [----] and beyond. My top [--] picks right now: $AKAM $FSLY and $DOCN. All three sit at the intersection of exploding demand for low-latency compute AI inference at the edge security and developer-friendly cloud infra. Here's why I'm buying each. ๐Ÿงต https://twitter.com/i/web/status/2021982992629899497 https://twitter.com/i/web/status/2021982992629899497"
X Link 2026-02-12T16:21Z [---] followers, [---] engagements

"The stock market is either a place where we attempt to make money by picking what is inflecting ($akam $fsly $docn) or a debate club. Which one is it @mikealfred @amitisinvesting @arny_trezzi @michaeljburry"
X Link 2026-02-15T00:53Z [---] followers, [--] engagements

"FSLY AKAM and DOCN inflecting and going through massive rerating. These will triple in short order this year. Agent traffic is structural tailwind. $FSLY CEO says AI is boosting their business across the board driving more agentgenerated traffic through their network increasing AI training and inference workloads on their edge platform: "We're seeing a lot with respect to AI on our platform and it really breaks into a https://t.co/bIgDWMNwcq $FSLY CEO says AI is boosting their business across the board driving more agentgenerated traffic through their network increasing AI training and"
X Link 2026-02-14T19:33Z [---] followers, [--] engagements

"$FSLY CEO says AI is boosting their business across the board driving more agentgenerated traffic through their network increasing AI training and inference workloads on their edge platform: "We're seeing a lot with respect to AI on our platform and it really breaks into a number of categories. First of all just we're seeing an increase in traffic related to agents. I think in the past the saving called machine to machine. And as you -- if you've used AI tools I think you would appreciate that they often check a lot more websites for instance than you might. And that's more traffic and all of"
X Link 2026-02-11T23:26Z 31.6K followers, [----] engagements

"Hey @mikealfred $ASST is a bag of shit"
X Link 2026-02-12T16:53Z [---] followers, [--] engagements

"And $RR is a cash burning pile of dung. See ya at Bitcoin $35k"
X Link 2026-02-12T17:46Z [---] followers, [---] engagements

"Tweet 6/7 Risks exist (competition from hyperscalers macro slowdowns execution) but: All showing accelerating/guided growth Improving fundamentals (margins profitability) Attractive valuations relative to potentialI'm buying on dipslong-term conviction high for 2026+"
X Link 2026-02-12T16:21Z [---] followers, [--] engagements

"Tweet 7/7 Not financial advicedo your own DD. What are your thoughts on edge/cloud plays Holding any of these $AKAM $FSLY $DOCN"
X Link 2026-02-12T16:21Z [---] followers, [---] engagements

"This is why Im long the group. Anthropic is looking for 10GW ๐Ÿ‘€ *ANTHROPIC MULLS SECURING 10GIGAWATTS OF CAPACITY: THE INFORMATION Anthropic has privately discussed getting [--] GW by renting capacity from cloud providers and notably by leasing its own data center spacemeaning it would likely https://t.co/RDspSM7YgX Anthropic is looking for 10GW ๐Ÿ‘€ *ANTHROPIC MULLS SECURING 10GIGAWATTS OF CAPACITY: THE INFORMATION Anthropic has privately discussed getting [--] GW by renting capacity from cloud providers and notably by leasing its own data center spacemeaning it would likely https://t.co/RDspSM7YgX"
X Link 2026-02-10T20:17Z [---] followers, [--] engagements

"Anthropic is looking for 10GW ๐Ÿ‘€ *ANTHROPIC MULLS SECURING 10GIGAWATTS OF CAPACITY: THE INFORMATION Anthropic has privately discussed getting [--] GW by renting capacity from cloud providers and notably by leasing its own data center spacemeaning it would likely purchase/operate the server equipment inside. So let's see which cloud and colocation providers have the available capacity at the moment to lease or rent to them: (Secured Capcity = MW's certain for energization or energized already) *No Pipelines *No Sites with uncertain energization capability *No sites already leased *Available to"
X Link 2026-02-10T05:02Z [----] followers, 42.3K engagements

"RT @McnallieM: ๐Ÿ‘€๐Ÿ‘€๐Ÿ‘€ $CIFR"
X Link 2026-02-10T13:28Z [---] followers, [--] engagements

"๐Ÿ‘€๐Ÿ‘€๐Ÿ‘€ $CIFR Probably no more than [--] days until CIFRs next deal announcement. Will they do more capacity with Amazon or Google/Fluidstack go direct with Google work with a new hyperscaler like Meta or partner directly with a major AI lab like Anthropic or OpenAI Its almost go time. Probably no more than [--] days until CIFRs next deal announcement. Will they do more capacity with Amazon or Google/Fluidstack go direct with Google work with a new hyperscaler like Meta or partner directly with a major AI lab like Anthropic or OpenAI Its almost go time"
X Link 2026-02-10T13:26Z [----] followers, 16.5K engagements

"Probably no more than [--] days until CIFRs next deal announcement. Will they do more capacity with Amazon or Google/Fluidstack go direct with Google work with a new hyperscaler like Meta or partner directly with a major AI lab like Anthropic or OpenAI Its almost go time"
X Link 2026-02-09T22:59Z 337.6K followers, 165K engagements

"RT @anthonynoto: Clarity becoming Law is vital to our country's competitive position in the world. Without the Clarity act becoming law US"
X Link 2026-02-09T17:07Z [---] followers, [--] engagements

"Clarity becoming Law is vital to our country's competitive position in the world. Without the Clarity act becoming law US companies face the risk of constantly changing regulatory frameworks subject to the perspectives of the controlling party. Companies can not make long term investments without a durable framework (ie law) nor successfully compete verse foreign entities that play by better rules. Everyone must lead from the front or get out of the way. Thank you to @SecScottBessent @SenLummis @DavidSacks @patrickjwitt for your leadership. Thank you to @SenLummis for your continued efforts"
X Link 2026-02-09T17:00Z 95.1K followers, 45K engagements

"Thank you to @SenLummis for your continued efforts in the Senate to advance critical market structure legislation for digital assets. As I said during my testimony it is vital that the CLARITY Act is signed into law. The digital asset revolution is here and I am confident that with leadership from both sides of the aisle we can get this across the finish line. https://twitter.com/i/web/status/2019788180623671796 https://twitter.com/i/web/status/2019788180623671796"
X Link 2026-02-06T15:00Z 823.2K followers, 702.7K engagements

"1/ Why I scooped Bitcoin miners after yesterday's bloodbath + this morning's action IREN CIFR CLSK MARA RIOT SLNH BITF GLXY HUT.BTC plunged to $60K its worst drawdown since FTX era now snapping back fast to $67K. Miners got obliterated (1525%+ drops overnight) but the rebound is real. Fear = opportunity. ๐Ÿงต @McnallieM"
X Link 2026-02-06T14:03Z [---] followers, [---] engagements

"Prices paid: SLNH $0.81 IREN $32 GLXY $18.35 CLSK $8.66 CIFR $13.15 RIOT $12.69 MARA $7.2 BITF $1.86 HUT $48.88 WULF $12.70"
X Link 2026-02-09T13:06Z [---] followers, [--] engagements

"Why the Smartest AI Teams Are Panic-Buying Compute: The 36-Month AI Infr. via @YouTube This is why I bought a shit ton of Bitcoin miners. Sustained demand for inference. Long HPC. Long IREN CIFR WULF BITF SLNH MARA RIOT CLSK HUT GLXY. https://youtu.be/pSgy2P2q790si=Pc33V5I2AE5wJEmq https://youtu.be/pSgy2P2q790si=Pc33V5I2AE5wJEmq"
X Link 2026-02-09T12:56Z [---] followers, [---] engagements

"TRUMP CALLS OUT BAD BUNNY"
X Link 2026-02-08T19:26Z 430.4K followers, 8.3M engagements

"RT @McnallieM: BULLISH"
X Link 2026-02-08T00:29Z [---] followers, [--] engagements

"BULLISH $NVDA CEO says GPUs sold six years ago are rising in price and that it could take seven years to fully size true AI demand. This is incredibly bullish for AI Utility layer like $NBIS $IREN and $CIFR. https://t.co/KpcIGaTU0m $NVDA CEO says GPUs sold six years ago are rising in price and that it could take seven years to fully size true AI demand. This is incredibly bullish for AI Utility layer like $NBIS $IREN and $CIFR. https://t.co/KpcIGaTU0m"
X Link 2026-02-08T00:26Z [----] followers, [----] engagements

"$NVDA CEO says GPUs sold six years ago are rising in price and that it could take seven years to fully size true AI demand. This is incredibly bullish for AI Utility layer like $NBIS $IREN and $CIFR"
X Link 2026-02-06T17:37Z 347.8K followers, 116.6K engagements

"Long $SLNH Still cookin over here. Stay tuned. $SLNH @SolunaHoldings Still cookin over here. Stay tuned. $SLNH @SolunaHoldings"
X Link 2026-02-06T16:34Z [---] followers, [---] engagements

"Still cookin over here. Stay tuned. $SLNH @SolunaHoldings"
X Link 2026-02-06T15:31Z [----] followers, [----] engagements

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@CryptoSavant2
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