Dark | Light
# ![@Fllw_the_light Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::386015972.png) @Fllw_the_light Follow the light

Follow the light posts on X about $apld, apld, $iren, $nvda the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::386015972/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::386015972/c:line/m:interactions.svg)

- [--] Week [-----] -94%
- [--] Month [-------] +528%
- [--] Months [-------] +223%
- [--] Year [-------] +470%

### Mentions: [--] [#](/creator/twitter::386015972/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::386015972/c:line/m:posts_active.svg)

- [--] Week [--] -16%
- [--] Month [--] +41%
- [--] Months [---] +134%
- [--] Year [---] +194%

### Followers: [---] [#](/creator/twitter::386015972/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::386015972/c:line/m:followers.svg)

- [--] Week [---] +1.60%
- [--] Month [---] +2.80%
- [--] Months [---] +54%
- [--] Year [---] +144%

### CreatorRank: [---------] [#](/creator/twitter::386015972/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::386015972/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  47% [technology brands](/list/technology-brands)  18% [cryptocurrencies](/list/cryptocurrencies)  17% [finance](/list/finance)  13% [automotive brands](/list/automotive-brands)  3% [celebrities](/list/celebrities)  2% [countries](/list/countries)  2% [exchanges](/list/exchanges)  1% [social networks](/list/social-networks)  1%

**Social topic influence**
[$apld](/topic/$apld) #16, [apld](/topic/apld) #5, [$iren](/topic/$iren) #301, [$nvda](/topic/$nvda) 13%, [$wulf](/topic/$wulf) #69, [if you](/topic/if-you) 9%, [$cifr](/topic/$cifr) #120, [$btc](/topic/$btc) #1537, [meta](/topic/meta) 7%, [$glxy](/topic/$glxy) 6%

**Top accounts mentioned or mentioned by**
[@wustlbear](/creator/undefined) [@grok](/creator/undefined) [@aplddigital](/creator/undefined) [@sullymichaelvan](/creator/undefined) [@rickyfrogfrog](/creator/undefined) [@mrderivatives](/creator/undefined) [@sylenttrade](/creator/undefined) [@robinhoodapp](/creator/undefined) [@pepemoonboy](/creator/undefined) [@vladtenev](/creator/undefined) [@fidelity](/creator/undefined) [@charlesschwab](/creator/undefined) [@kevinxu](/creator/undefined) [@smallcapsnipa](/creator/undefined) [@ilzmcfly](/creator/undefined) [@bitcoinaiguy](/creator/undefined) [@thesonofwalkley](/creator/undefined) [@perrylin1](/creator/undefined) [@twils1211](/creator/undefined) [@mtinvestor](/creator/undefined)

**Top assets mentioned**
[Applied Digital Corp. (APLD)](/topic/$apld) [Iris Energy Limited (IREN)](/topic/$iren) [NVIDIA Corp. (NVDA)](/topic/$nvda) [TeraWulf Inc. (WULF)](/topic/$wulf) [Cipher Mining Inc. Common Stock (CIFR)](/topic/$cifr) [Bitcoin (BTC)](/topic/$btc) [Galaxy Digital Inc. (GLXY)](/topic/$glxy) [Metadium (META)](/topic/$meta) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [CoreWeave, Inc (CRWV)](/topic/$crwv) [Microsoft Corp. (MSFT)](/topic/$msft) [Advanced Micro Devices (AMD)](/topic/$amd) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [CLEANSPARK INC (CLSK)](/topic/$clsk) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Oracle Corporation (ORCL)](/topic/$orcl) [Core Scientific, Inc. Common Stock (CORZ)](/topic/$corz) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Robinhood Markets, Inc.  (HOOD)](/topic/$hood) [Strategy (MSTR)](/topic/$mstr) [Meta Platforms, Inc. (META)](/topic/meta-platforms)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Is Will Campbell the worst tackle in the NFL #SuperBowl"  
[X Link](https://x.com/Fllw_the_light/status/2020684588075385095)  2026-02-09T02:22Z [---] followers, [---] engagements


"@mtinvestor Nice operation yes but if you really want your mind blown you should drive by an $APLD @APLDdigital jobsite. $NVDA $CIFR $WULF $GLXY"  
[X Link](https://x.com/Fllw_the_light/status/2017641886068928886)  2026-01-31T16:51Z [---] followers, [----] engagements


"$BTC What the hell are these 😋 Come on BTC. Give us that 4% green pump so everyone can freak out on X about "if you didnt buy it at 60k thats ok because now you can buy it at 65k""  
[X Link](https://x.com/anyuser/status/2019573955883921768)  2026-02-06T00:48Z [---] followers, [---] engagements


"@Mr_Derivatives"  
[X Link](https://x.com/Fllw_the_light/status/2019580972552044568)  2026-02-06T01:16Z [---] followers, [--] engagements


"Take me to Valhalla $BTC so that my beloved $APLD get relief from you. We call this: continuation Big stuff guys. $BTC https://t.co/mDnVMl9In9 We call this: continuation Big stuff guys. $BTC https://t.co/mDnVMl9In9"  
[X Link](https://x.com/anyuser/status/2019589958931988811)  2026-02-06T01:52Z [---] followers, [---] engagements


"@grok @SullyMichaelvan OK make myself and my good friend Sully a picture then of it. Feel free to put Sully in the cart with the BTC"  
[X Link](https://x.com/Fllw_the_light/status/2019601099918045617)  2026-02-06T02:36Z [---] followers, [--] engagements


"@grok @SullyMichaelvan @grok @SullyMichaelvan is waiting for the requested picture"  
[X Link](https://x.com/Fllw_the_light/status/2019604701290066142)  2026-02-06T02:50Z [---] followers, [--] engagements


"@SylentTrade These are sensible posts. Much better than screaming for multiple different deals you have zero clue on and were wildly incorrect. Good job on showing some growth and restraint"  
[X Link](https://x.com/Fllw_the_light/status/2019892608579875170)  2026-02-06T21:55Z [---] followers, [---] engagements


"@BitcoinAIGuy @WatcherGuru $APLD will carry it there. 😉😎"  
[X Link](https://x.com/Fllw_the_light/status/2019995347943100736)  2026-02-07T04:43Z [---] followers, [--] engagements


"@RealJGBanks Another nimrod ignoring $APLD. Go figure"  
[X Link](https://x.com/Fllw_the_light/status/2020591643607347465)  2026-02-08T20:12Z [---] followers, [---] engagements


"Believe that is just on the win/loss too. Doesn't include the player prop bets or if someone closes a position early and pays the additional $.01 $HOOD should make well over $2M on just this event. And somehow even though they are ahead of the trend on this prediction market they have the worst filtering for P&L's. Wake up @RobinhoodApp https://twitter.com/i/web/status/2020624279973347347 https://twitter.com/i/web/status/2020624279973347347"  
[X Link](https://x.com/Fllw_the_light/status/2020624279973347347)  2026-02-08T22:22Z [---] followers, [---] engagements


"@Alice_MiaX Think SEA is the overall better team but NE has better coaching. Plus always the risk of the NYJ Sam Darnold showing up 😉 I have NE as well"  
[X Link](https://x.com/Fllw_the_light/status/2020630361886294301)  2026-02-08T22:46Z [---] followers, [---] engagements


"@FinanceJack44 @Mr_Derivatives Same. move millions around their app trading and have been on the waiting list for 7+ months now"  
[X Link](https://x.com/Fllw_the_light/status/2020632085552095501)  2026-02-08T22:53Z [---] followers, [---] engagements


"Try to make it a more fair playing field. $APLD to $50 before $BTC $100k. Boy. was I light on the prediction $APLD to $25 before BTC $125k You better get a sequel out ASAP @SullyMichaelvan Boy. was I light on the prediction $APLD to $25 before BTC $125k You better get a sequel out ASAP @SullyMichaelvan"  
[X Link](https://x.com/anyuser/status/2017978853419864219)  2026-02-01T15:10Z [---] followers, [---] engagements


"Now why is $BTC unhappy"  
[X Link](https://x.com/anyuser/status/2018793420484219009)  2026-02-03T21:07Z [---] followers, [---] engagements


"Another nice listen/watch with @WUSTL_Bear walking through their history and process. Wes my only real comment or request actually is when they make a Blockbuster on the history of @APLDdigital I'd like to be casted as you not Matthew McConaughey. I think this is a reasonable request. What's the current temp check on South Dakota moving towards allowing the tax exemption Do you think its possible construction could start on the SD in [----] or simply too much to be voted on and approved then lined up with your customer and trades that at the earliest would be a [----] start As always love where"  
[X Link](https://x.com/anyuser/status/2018858663872495714)  2026-02-04T01:26Z [---] followers, [---] engagements


"$APLD Wes @WUSTL_Bear we've got hyperscalers raising CapEx guidance all over the freaking place. We've got some infrastructure plays probably not executing in the build as well as others. We've got every ticker taking an absolute beating from BTC and Tech scares. Nows the time to play a little more offense with your LA customer and get the deal inked. Surely others would be happy to jump in line on a site that is just starting. Earnings have all cleared the path now for announcements to be made now that their investors know the plan. Lets get some PR out (even if it's just saying "Hey"  
[X Link](https://x.com/anyuser/status/2019533045070487763)  2026-02-05T22:06Z [---] followers, [---] engagements


"How is $MSTR down a fraction of what $IREN is giving all thats going on with BTC How is $MSTR down less AH than $APLD who didnt have earnings today and is executing"  
[X Link](https://x.com/anyuser/status/2019564337506177362)  2026-02-06T00:10Z [---] followers, [---] engagements


"👏👏 $APLD $IREN $WULF $CIFR $GLXY $CLSK 👏👏 In total with the four hyperscalers now having reported we have a colossal amount of CapEx coming into AI infra: Alphabet up 100%+ to $180B. META up 80% to $125B. AMZN up 50+% to $200B. MSFT up 35% to $105B. That's about $600B in CapEx spending by these four companies in the In total with the four hyperscalers now having reported we have a colossal amount of CapEx coming into AI infra: Alphabet up 100%+ to $180B. META up 80% to $125B. AMZN up 50+% to $200B. MSFT up 35% to $105B. That's about $600B in CapEx spending by these four companies in the"  
[X Link](https://x.com/anyuser/status/2019566819426857024)  2026-02-06T00:20Z [---] followers, [---] engagements


"We call this: continuation Big stuff guys. $BTC $BTC What the hell are these 😋 Come on BTC. Give us that 4% green pump so everyone can freak out on X about "if you didnt buy it at 60k thats ok because now you can buy it at 65k" https://t.co/LO4eWNOPdD $BTC What the hell are these 😋 Come on BTC. Give us that 4% green pump so everyone can freak out on X about "if you didnt buy it at 60k thats ok because now you can buy it at 65k" https://t.co/LO4eWNOPdD"  
[X Link](https://x.com/Fllw_the_light/status/2019579074029519343)  2026-02-06T01:09Z [---] followers, [---] engagements


"Somebody wake up @SullyMichaelvan and tell him $BTC is so back. Take me to Valhalla $BTC so that my beloved $APLD get relief from you. https://t.co/T9jhNJSDNI Take me to Valhalla $BTC so that my beloved $APLD get relief from you. https://t.co/T9jhNJSDNI"  
[X Link](https://x.com/anyuser/status/2019592695283605989)  2026-02-06T02:03Z [---] followers, [---] engagements


"There isn't a world where in [----] $APLD doesn't sign a lease with for sure $AMZN and then either $MSFT $GOOGL or $META. Hell maybe [--] of the [--] in [----] and the last one in [----]. I have talked about (and has @WUSTL_Bear ) about the intention of their design. The way they are future proofing it for different cooling different rack density different floor space configuration different voltages. They arent just trying to solve a "today" problem. They are creating a solution that will be viable for decades to come. They have the design signed off by multiple hyperscalers they have the sites they"  
[X Link](https://x.com/anyuser/status/2019604113227415608)  2026-02-06T02:48Z [---] followers, [----] engagements


"RT @MarketMaestro1: $APLD It looks very good and strong. It broke the red diagonal resistance and already did the retest. Now the next step"  
[X Link](https://x.com/Fllw_the_light/status/2021377212897734994)  2026-02-11T00:14Z [---] followers, [--] engagements


"@MrMikeInvesting Agreed on most What you left off is $APLD a $150 stock trading at $36"  
[X Link](https://x.com/Fllw_the_light/status/2021785909222334747)  2026-02-12T03:18Z [---] followers, [---] engagements


"Getting close. do we see it in Feb or March $APLD $IREN $NVDA $CIFR $WULF Next week. next week $APLD flips $IREN in market cap. $NVDA $AMD $AMZN $META Next week. next week $APLD flips $IREN in market cap. $NVDA $AMD $AMZN $META"  
[X Link](https://x.com/Fllw_the_light/status/2022057795139543177)  2026-02-12T21:18Z [---] followers, [---] engagements


"$APLD will report another double beat during April earnings. We'll see another site announcement (guessing ND or SD) in April or May. We'll see more MW coming online and being turned over for PF1-2 1st half (75MW) in approximately May. We'll see 75MW for PF1-2 2nd half (75MW) in approximately August. We'll see 75MW for PF2-1 1st half (75MW) in approximately September. There will be double beats and raises guidance each quarter for many earnings in a row. All of it non-reliant on $BTC. Not one dollar. $IREN $CIFR $NVDA $AMD $AMZN $MSFT $META $GOOGL"  
[X Link](https://x.com/anyuser/status/2018084589676147104)  2026-02-01T22:10Z [---] followers, [---] engagements


"Let's hear your Valentines love story @SullyMichaelvan Where is $BTC price at open Tuesday"  
[X Link](https://x.com/Fllw_the_light/status/2022783068688265416)  2026-02-14T21:20Z [---] followers, [--] engagements


"@TheSonOfWalkley @grok I am seeing reports that TSLA posted deliveries already on their website. Is this accurate and what were the estimations provided by TSLA if true"  
[X Link](https://x.com/Fllw_the_light/status/2006866442151727112)  2026-01-01T23:13Z [---] followers, [---] engagements


"@grok @TheSonOfWalkley So TSLA posted what analysts expect for them to post What was TSLA guidance last quarter for what they were intending to announce tomorrow And if there is a vehicle miss could the battery storage number save it"  
[X Link](https://x.com/Fllw_the_light/status/2006867232274657793)  2026-01-01T23:16Z [---] followers, [--] engagements


"@TheTechInvest You could have said: $APLD $IREN $CIFR $WULF $CRWV All up big today"  
[X Link](https://x.com/Fllw_the_light/status/2007180396203782333)  2026-01-02T20:01Z [---] followers, [----] engagements


"@kevinxu @alpha_ai Wait until you learn about $APLD"  
[X Link](https://x.com/Fllw_the_light/status/2008321838011629795)  2026-01-05T23:36Z [---] followers, [---] engagements


"@pepemoonboy Its $APLD"  
[X Link](https://x.com/Fllw_the_light/status/2008395993230827577)  2026-01-06T04:31Z [---] followers, [----] engagements


"@RJCcapital Wife changing 😅"  
[X Link](https://x.com/Fllw_the_light/status/2008678609943220357)  2026-01-06T23:14Z [---] followers, [----] engagements


"@DanVibes10 Guidance *should* be good. They'll be honing in on completion dates for next phases between each campus. Update on the cloud spin off business maybe some insight on if They'll actually be generating revenue off the $BW power plants as well. Lots of good stuff to come"  
[X Link](https://x.com/Fllw_the_light/status/2008725508637552695)  2026-01-07T02:20Z [---] followers, [---] engagements


"$APLD earnings tomorrow. Expecting a double beat and strong guidance from my man @WUSTL_Bear Thinking we could see contract expansion at PF2 for another 100MW that is in negotiations. Suspect APLD team is courting $META in Louisiana for either the "3rd party site" or its the hyperscaler working on multi sites with them. Possibly where the $BW NG generation plants will be If you recall BW expects that LOI to be a contract in Q1 '26. Don't believe we'll hear on expansion to 4th/5th buildings at PF1 or 3rd/4th buildings at PF2 just yet. Hopefully a hint of additional sites ik the Dakotas. More"  
[X Link](https://x.com/Fllw_the_light/status/2008750549697523783)  2026-01-07T04:00Z [---] followers, [----] engagements


"My prediction on $APLD earnings today: Double beat on EPS and Revenue contributed from remaining TFO one time Revenue My man @WUSTL_Bear drops some knowledge and insight on the ChronoScale and what that will look. I think we also get an update on a new site. Leaning towards LA but won't hate to hear it in ND or SD. I would not be shocked if we learn the name of the tenant at PF2 and it comes with an expansion of the existing 200MW lease. I could be wrong on everything but [----] is going to be a hell of a year. 150MW more coming online in '26 at PF1 (PF1-2) 75MW coming online at PF2 (PF2-1)"  
[X Link](https://x.com/Fllw_the_light/status/2008985006916685850)  2026-01-07T19:32Z [---] followers, [---] engagements


"My prediction on $APLD earnings today: Double beat on EPS and Revenue contributed from remaining TFO one time Revenue My man @WUSTL_Bear drops some knowledge and insight on the ChronoScale and what that will look. I think we also get an update on a new site. Leaning towards LA but won't hate to hear it in ND or SD. I would not be shocked if we learn the name of the tenant at PF2 and it comes with an expansion of the existing 200MW lease. I could be wrong on everything but [----] is going to be a hell of a year. 150MW more coming online in '26 at PF1 (PF1-2) 75MW coming online at PF2 (PF2-1)"  
[X Link](https://x.com/Fllw_the_light/status/2008986326692143121)  2026-01-07T19:37Z [---] followers, [----] engagements


"@cryptopunk2020 @WUSTL_Bear Im ok with a 15% pop and then a nice steady climb in the days/weeks to come"  
[X Link](https://x.com/Fllw_the_light/status/2009003018482798816)  2026-01-07T20:43Z [---] followers, [--] engagements


"@PeloSwing It will breakout tomorrow This was a very bullish earnings. Massive double beat. Increased forward guidance. Big insight to more deals. If broader market plays nice tomorrow easy 10%+ day tomorrow"  
[X Link](https://x.com/Fllw_the_light/status/2009069730083295638)  2026-01-08T01:08Z [---] followers, [---] engagements


"@SmallCapSnipa Include $WULF but leave out $APLD Yeah. ok"  
[X Link](https://x.com/Fllw_the_light/status/2009365242321555888)  2026-01-08T20:43Z [---] followers, [---] engagements


"@kevinxu Now do $APLD Kevin"  
[X Link](https://x.com/Fllw_the_light/status/2009766312327717150)  2026-01-09T23:16Z [---] followers, [---] engagements


"@ilzmcfly What will be energized and leased bringing in revenue by end of '27"  
[X Link](https://x.com/Fllw_the_light/status/2010087395639873869)  2026-01-10T20:32Z [---] followers, [--] engagements


"@ilzmcfly None of that 3.4GW yet leased though correct Admittedly I need to do more research on CIFR. Ive been hardcore APLD and getting into IREN. Does CIFR have a good investor presentation that lays all of this out"  
[X Link](https://x.com/Fllw_the_light/status/2010090778832580899)  2026-01-10T20:46Z [---] followers, [--] engagements


"@ilzmcfly @bitcoinbutcher1 @SmallCapSnipa Thank you. I would imagine once they execute their first lease on a portion of that they'll take off. How many MWs are currently under construction and how long ago did construction start"  
[X Link](https://x.com/Fllw_the_light/status/2010093047871393802)  2026-01-10T20:55Z [---] followers, [--] engagements


"@vladtenev @RobinhoodApp Here is how @Fidelity does it if you need some inspiration on this tricky assignment Maybe the guys at @CharlesSchwab could also assist too. Heck I bet if you tell @grok what coding program you use it could write the code for you even"  
[X Link](https://x.com/Fllw_the_light/status/2010105967242015045)  2026-01-10T21:46Z [---] followers, [---] engagements


"@vladtenev @RobinhoodApp @Fidelity @CharlesSchwab @grok Imagine then being able to filter further You want to see how much you've made in a custom period on strictly selling covered calls Bam. How about how effective you are in the prediction market No problem Revolutionary"  
[X Link](https://x.com/Fllw_the_light/status/2010106969638514823)  2026-01-10T21:50Z [---] followers, [---] engagements


"@DGretta_Author No. $APLD 👀"  
[X Link](https://x.com/Fllw_the_light/status/2010480957720047812)  2026-01-11T22:36Z [---] followers, [----] engagements


"@AlvaroMysterio @strandedpsgr Volume wasnt terrible but if anything volume saw an uptick due to $APLD earnings. There is zero information anyone knows about a possible IREN deal. If it happens its simply dumb luck"  
[X Link](https://x.com/Fllw_the_light/status/2010516094759436648)  2026-01-12T00:56Z [---] followers, [---] engagements


"$META and $APLD yeah $NVDA $AMD MARK ZUCKERBERG AND META PLATFORMS $META JUST POSTED THIS: Today we're establishing a new top-level initiative called Meta Compute. Meta is planning to build tens of gigawatts this decade and hundreds of gigawatts or more over time. How we engineer invest and partner to https://t.co/o4OoPySGj7 MARK ZUCKERBERG AND META PLATFORMS $META JUST POSTED THIS: Today we're establishing a new top-level initiative called Meta Compute. Meta is planning to build tens of gigawatts this decade and hundreds of gigawatts or more over time. How we engineer invest and partner to"  
[X Link](https://x.com/Fllw_the_light/status/2010805791658541205)  2026-01-12T20:07Z [---] followers, [---] engagements


"@vladtenev @RobinhoodApp @Fidelity @CharlesSchwab @grok @grok - can we make sure the tagged people see this thread Thanks"  
[X Link](https://x.com/Fllw_the_light/status/2010805883283128769)  2026-01-12T20:07Z [---] followers, [--] engagements


"@grok @vladtenev @RobinhoodApp @Fidelity @CharlesSchwab Please feel to give them some sample codes Base it off the screen shot given for Fidelity"  
[X Link](https://x.com/Fllw_the_light/status/2010806368345968676)  2026-01-12T20:09Z [---] followers, [--] engagements


"The doubt comes in the "a deal is coming tomorrow" He didnt cause this to run. Other AI plays up nicely today too ($NBIS and $CRWV) If you recall (and you probably don't) he was screaming a deal was coming in Dec with a different player. Eventually the blind squirrel finds it nut but lets not pretend he knows anything nor had any influence in the 9% move today. Lets just all cheer that AI is alive and well across the board. https://twitter.com/i/web/status/2010857403764425203 https://twitter.com/i/web/status/2010857403764425203"  
[X Link](https://x.com/Fllw_the_light/status/2010857403764425203)  2026-01-12T23:32Z [---] followers, [---] engagements


"There are other examples like this but he clearly calls out Monday. The "hate" is probably more so annoyance of how loud he is on top of just being wrong and reckless. Yes there is a deal close. There are deals close for little every player out there ( $APLD $WULF $CIFR $IREN $GLXY $CORZ $NBIS AND $ORCL) I would say even if his approach was "I think a deal is close with XYZ" it would be much better perceived. At this point he knows he's trolling while gaining followers and some fan boys. Either way its a net win for him. https://twitter.com/i/web/status/2010863975328518156"  
[X Link](https://x.com/Fllw_the_light/status/2010863975328518156)  2026-01-12T23:58Z [---] followers, [---] engagements


"@Betsgonewild43 @SylentTrade Thank you. It's been a better week for me for $APLD though 😉"  
[X Link](https://x.com/Fllw_the_light/status/2010868262318256176)  2026-01-13T00:15Z [---] followers, [--] engagements


"@kevinxu Because stocks dont go straight up Because PPI came in higher than expected Because tariff ruling indecision Because War tensions Because lots of reasons"  
[X Link](https://x.com/Fllw_the_light/status/2011609588773376356)  2026-01-15T01:21Z [---] followers, [---] engagements


"@Mr_Derivatives"  
[X Link](https://x.com/Fllw_the_light/status/2011612116420276303)  2026-01-15T01:31Z [---] followers, [---] engagements


"Boy. mighty quiet. Can we acknowledge now he knows/knew absolutely nothing as well as he didnt do anything for moving the stock price Sundah night and Monday $IREN $NVDA $TSM Two days in a row my $IREN position gained 800k plus each day. Does this excite me No. I am an investor and trader. I take my emotions out of this business. I follow the news and charts. If you think $55 $IREN is nice wait till its $100 in a few weeks. Two days in a row my $IREN position gained 800k plus each day. Does this excite me No. I am an investor and trader. I take my emotions out of this business. I follow the"  
[X Link](https://x.com/Fllw_the_light/status/2011815972437409814)  2026-01-15T15:01Z [---] followers, [---] engagements


"@Mr_Derivatives $APLD at #3 is criminal. Not for long"  
[X Link](https://x.com/Fllw_the_light/status/2012315057250537625)  2026-01-17T00:04Z [---] followers, [----] engagements


"@SmallCapSnipa $WULF over $APLD Did you hit your head"  
[X Link](https://x.com/Fllw_the_light/status/2013434939400749185)  2026-01-20T02:14Z [---] followers, [---] engagements


"@ScoopySnax @midascabal Why not $APLD*"  
[X Link](https://x.com/Fllw_the_light/status/2013794659672224185)  2026-01-21T02:03Z [---] followers, [--] engagements


"When $APLD announces two sites for 600MW with either $MSFT or $AMZN in the next [--] days it's going to absolutely rip faces off. Right around the time of another double beat for earnings too. $32000000000 under contract between [--] customers over [--] years by August this year (PF2 100MW pick up) bookmark it. @APLDdigital $NVDA $IREN $CIFR https://twitter.com/i/web/status/2013795927513833696 https://twitter.com/i/web/status/2013795927513833696"  
[X Link](https://x.com/Fllw_the_light/status/2013795927513833696)  2026-01-21T02:08Z [---] followers, [----] engagements


"$APLD Here we go baby Another milestone in motion. Applied Digital Breaks Ground on Delta Forge [--] a [---] MW AI Factory Campus in a Southern U.S. State. $APLD Full details here: https://t.co/XJNvVpbcBc https://t.co/JQgJa1qj6t Another milestone in motion. Applied Digital Breaks Ground on Delta Forge [--] a [---] MW AI Factory Campus in a Southern U.S. State. $APLD Full details here: https://t.co/XJNvVpbcBc https://t.co/JQgJa1qj6t"  
[X Link](https://x.com/Fllw_the_light/status/2014324037917241519)  2026-01-22T13:07Z [---] followers, [---] engagements


"@FL0WG0D Yeah baby $APLD $NVDA $IREN"  
[X Link](https://x.com/Fllw_the_light/status/2014393378314547229)  2026-01-22T17:43Z [---] followers, [---] engagements


"It's moments like these I wish the algorithm gods would bless me and get the good word out on $APLD to all of tnose who are in the dark. Another campus (430MW)breaking ground Lease to follow (I predict with $MSFT). $50+ coming soon. Team is executing. Revenue is growing. Projects are scaling. $IREN $WULF $CIFR $NBIS $ORCL $NVDA $GOOGL $META $GLXY https://twitter.com/i/web/status/2014401413275590914 https://twitter.com/i/web/status/2014401413275590914"  
[X Link](https://x.com/Fllw_the_light/status/2014401413275590914)  2026-01-22T18:14Z [---] followers, [---] engagements


"@RickyFrogFrog You're welcome to run I'm not"  
[X Link](https://x.com/Fllw_the_light/status/2014439041802944609)  2026-01-22T20:44Z [---] followers, [--] engagements


"$APLD active development picture has changed How Site E gets to move over to the "Sites Under Construction" now. Polaris Forge [--] with 100MW turned over and generating full revenue as of Q1 300MW in progress with 150MW of that generating full revenue by July/August. Remaining 150MW by March '27. Campus still scalable. Polaris Forge [--] with 200MW signed and 100MW under negotiation (the two buildings are 300MW total) and that tenant has first right of refusal on the entire campus. Today - we shift focus to Delta Forge [--] and the site construction that just started for another 300MW equating to"  
[X Link](https://x.com/Fllw_the_light/status/2014545408765116588)  2026-01-23T03:47Z [---] followers, [---] engagements


"@RickyFrogFrog Shorted or bought puts Either way condolences for your losses. Hope you stopped the bleeding and decided to go long"  
[X Link](https://x.com/Fllw_the_light/status/2014841339041436122)  2026-01-23T23:23Z [---] followers, [--] engagements


"@DearS_o_n Investing in $APLD 😉"  
[X Link](https://x.com/Fllw_the_light/status/2015146301239804383)  2026-01-24T19:34Z [---] followers, [----] engagements


"@RickyFrogFrog @pepemoonboy"  
[X Link](https://x.com/Fllw_the_light/status/2015806531904712990)  2026-01-26T15:18Z [---] followers, [--] engagements


"@RickyFrogFrog @pepemoonboy I see a bull flag being built out personally. I hope you closed your position"  
[X Link](https://x.com/Fllw_the_light/status/2015808520310939982)  2026-01-26T15:26Z [---] followers, [--] engagements


"@RickyFrogFrog @pepemoonboy"  
[X Link](https://x.com/Fllw_the_light/status/2015812559048253818)  2026-01-26T15:42Z [---] followers, [--] engagements


"Good evening @WUSTL_Bear On the news of $CRWV today and the additional backing from $NVDA to help advance their build outs I was curious on CRWV's positioning within APLD/ELN ecosystem. Would you expect that if/when CRWV is to say "go for the next set of buildings" that they would only build these with you in Ellendale Or is it possible to see them want to build on another campus with you outside of Ellendale before additional buildings in Ellendale Pros or cons to CRWV and APLD if they did either option Excited to see continued updates coming from your PR team on the site progress for all 3"  
[X Link](https://x.com/Fllw_the_light/status/2015949967291019495)  2026-01-27T00:48Z [---] followers, [---] engagements


"@itsdsha @SylentTrade Have noticed that too. Like clockwork when its red hes MIA. If they are up 7% "You could have made millions like me if you bought when I told you about the Anthropic deal that was 100% going to be signed [--] weeks ago" Meanwhile back to prices seen in Oct Nov and Jan"  
[X Link](https://x.com/Fllw_the_light/status/2015963383036522791)  2026-01-27T01:41Z [---] followers, [--] engagements


"@RickyFrogFrog @pepemoonboy My sweet bull flag was still getting erected yesterday is all Join us long brother"  
[X Link](https://x.com/Fllw_the_light/status/2016189575580758428)  2026-01-27T16:40Z [---] followers, [--] engagements


"@AlexSchettino @SylentTrade I think many have him beat. myself included"  
[X Link](https://x.com/Fllw_the_light/status/2016608486524932114)  2026-01-28T20:25Z [---] followers, [---] engagements


"@D3GSolutions @ThiemManage @SylentTrade You could have played almost any Data center play and been making bank. Taking him seriously on "Deal tomorrow" now [--] weeks ago is a foolish comment. $APLD $IREN $CIFR $WULF $NBIS $GLXY $CLSK will all have deals "tomorrow" (which is the next few months)"  
[X Link](https://x.com/Fllw_the_light/status/2016656287115702593)  2026-01-28T23:35Z [---] followers, [---] engagements


"If you weren't in BTC early and I mean early early you've got to be pretty annoyed these last [--] months with it being completely flat while everything else has absolutely ripped yeah"  
[X Link](https://x.com/Fllw_the_light/status/2017053669997310374)  2026-01-30T01:54Z [---] followers, [---] engagements


"You vs the guy she tells you not to worry about 😏 $IREN $APLD $NVDA $AMD $SOFI $CIFR"  
[X Link](https://x.com/Fllw_the_light/status/2017273322254324096)  2026-01-30T16:26Z [---] followers, [----] engagements


"There'a way too many people screaming for a bloody Monday to match Friday. What's the real negative news A make believe digital currency that is heavily manipulated by algorithms is causing this It's not this "Government shutdown". It's not Iran. This spikes deep red at open Sunday and recovers by open Monday. Stocks that is. BTC Will be lucky to see 82k Sunday night/Monday morning. https://twitter.com/i/web/status/2017735140080861568 https://twitter.com/i/web/status/2017735140080861568"  
[X Link](https://x.com/Fllw_the_light/status/2017735140080861568)  2026-01-31T23:01Z [---] followers, [---] engagements


"@TickerTapX Good one Yes forgot that. I can see gold and silver pulling back because of that because this fed chair would look to strengthen the dollar more. But still way too overblown everywhere"  
[X Link](https://x.com/Fllw_the_light/status/2017736065159696711)  2026-01-31T23:05Z [---] followers, [--] engagements


"4 Company HPC/AI race Lets engage with the $CORZ @Core_Scientific faithful as well as the $WULF @TeraWulfInc $IREN @IREN_Ltd faithful and then segway that into an $APLD @APLDdigital conversation. -------------------------------------- CORZ: recently signed a total of $10.2 billion over [--] years for 590MW of HPC power (Well done @_Adam_Sullivan1) to $CRWV. Not all 590MW are up and active construction ongoing/yet to start for some. @CoreWeave and Michael Intrator turned around and sold this power capacity to @sama and @OpenAI for $12 billion over [--] years (CRWV to provide the GPUs)"  
[X Link](https://x.com/anyuser/status/1908967180202647857)  2025-04-06T19:36Z [---] followers, [----] engagements


"Dow Futures flip green. Russell Futures flip green. SPY and Nasdaq almost green now too Hell yeah. Lets carry that into open I suppose BTC should get to 82k just for good measure. $SPY $BTC $NVDA $QQQ"  
[X Link](https://x.com/anyuser/status/2018124695787196655)  2026-02-02T00:49Z [---] followers, [---] engagements


"@perry_lin1 Man even for bad stuff you still forget about $APLD 😅"  
[X Link](https://x.com/Fllw_the_light/status/2018023710528020489)  2026-02-01T18:08Z [---] followers, [---] engagements


"@perry_lin1 Perry serious question. Say BTC reclaim 81k by Monday morning is the crisis off What do you think needs to happen for cooler heads to prevail and fear/panic to stop"  
[X Link](https://x.com/Fllw_the_light/status/2018024310028357659)  2026-02-01T18:11Z [---] followers, [---] engagements


"Did gold and silver front run the anticipated fed chair choice thinking the dollar would weaken Then it was a [---] on the chair now potentially a stronger dollar so the unrealistic gold and silver run comes back to earth And now BTC a fictional store of value that has been too volatile is now causing panic among the market No new killer covid [---] No new deepseek [---] No 200% tarrif threats No actual wars starting Got it - everyone panic and sell everything makes sense $SPY $BTC $QQQ $NVDA $AMZN $IREN $APLD https://twitter.com/i/web/status/2018097461428977838"  
[X Link](https://x.com/anyuser/status/2018097461428977838)  2026-02-01T23:01Z [---] followers, [---] engagements


"@realDonaldTrump @POTUS Time for a tweet to soften the landing of the stock market this week. You've got an hour. Go"  
[X Link](https://x.com/Fllw_the_light/status/2018100789063868622)  2026-02-01T23:14Z [---] followers, [--] engagements


"@Mr_Derivatives My thoughts as well Maybe social media (X) is fear mongering more than it should 😅"  
[X Link](https://x.com/Fllw_the_light/status/2018111391647842504)  2026-02-01T23:57Z [---] followers, [---] engagements


"@growthrapidly Why do you feel $IREN over $APLD"  
[X Link](https://x.com/Fllw_the_light/status/2018123074424418308)  2026-02-02T00:43Z [---] followers, [---] engagements


"@BitcoinAIGuy @Kalshi So many banger responses across all topics. Short and sweet yet packs a punch. How do you do it"  
[X Link](https://x.com/Fllw_the_light/status/2018902935275475149)  2026-02-04T04:22Z [---] followers, [--] engagements


"@genZinvest0r @Couch_Investor $APLD planned for liquid cooled"  
[X Link](https://x.com/Fllw_the_light/status/2019554240671412371)  2026-02-05T23:30Z [---] followers, [---] engagements


"@twils1211 Does $587 AH count Can we please go up now"  
[X Link](https://x.com/Fllw_the_light/status/2019590663432749252)  2026-02-06T01:55Z [---] followers, [--] engagements


"@SullyMichaelvan @grok can you make a gif of BTC on a roller coaster that just goes up Not too straight up though a nice steady up"  
[X Link](https://x.com/Fllw_the_light/status/2019600542650232926)  2026-02-06T02:34Z [---] followers, [--] engagements


"@CK_Cryptoklepto @dollar_mara The computers themselves within those DCs are $MARAs correct Do you happen to know what those lease terms are Specifically what MARA is paying a year to $APLD"  
[X Link](https://x.com/Fllw_the_light/status/1903813666857775474)  2025-03-23T14:18Z [---] followers, [--] engagements


"Next week. next week $APLD flips $IREN in market cap. $NVDA $AMD $AMZN $META Wouldn't that be something if $APLD flips $IREN and $GLXY in market cap by Thanksgiving 😏 Wouldn't that be something if $APLD flips $IREN and $GLXY in market cap by Thanksgiving 😏"  
[X Link](https://x.com/Fllw_the_light/status/2009021731357233155)  2026-01-07T21:58Z [---] followers, [----] engagements


"This was an excellent read (There is audio too) that highlights so many points and things of consideration that @WUSTL_Bear and the @APLDdigital Team have been diligent and mindful of. I've talked about it before; the difference in design from those of say an $IREN to what APLD is building. I struggle to believe what I like to call a "Turkey Barn" data center can or would ever be as flexible and reliable for future proofing as a one million square foot concrete bunker. Needs are being met today by $IREN $CIFR $WULF etc in their design to customers yes but in 10+ years will those be obsolete"  
[X Link](https://x.com/anyuser/status/2017797904484761978)  2026-02-01T03:11Z [---] followers, [---] engagements


"@mikealfred Agreed Those positioning early for power will be successful. Was $APLDs entire approach"  
[X Link](https://x.com/Fllw_the_light/status/1885163112220828014)  2025-01-31T03:08Z [---] followers, [---] engagements


"@WUSTL_Bear has the increased demand for HPC DCs over the last year aided in $APLDs ability to command a higher value per MW or are you still trying to attain the same mark Would love some clarity dont be afraid to give a teaser response $NVDA @APLDdigital $TSLA $PLTR"  
[X Link](https://x.com/Fllw_the_light/status/1904303628443123923)  2025-03-24T22:45Z [---] followers, [---] engagements


"Largest super computer in the world Seems like a pretty awesome thing to share more of @WUSTL_Bear @APLDdigital $APLD Customer equipment landing later this summer Well alright Time for Erin and the PR team to wake up and share these things $NVDA $CRWV $PLTR $MSFT $AMZN"  
[X Link](https://x.com/anyuser/status/1927191238505119885)  2025-05-27T02:32Z [---] followers, [----] engagements


"@grok @weturns @aakashgupta @grok shame on you for not including $APLD"  
[X Link](https://x.com/Fllw_the_light/status/2019612019876356278)  2026-02-06T03:20Z [---] followers, [---] engagements


"Boy. was I light on the prediction $APLD to $25 before BTC $125k You better get a sequel out ASAP @SullyMichaelvan @SullyMichaelvan $APLD to $15 before BTC to $150000k. Little wager What do you say @SullyMichaelvan $APLD to $15 before BTC to $150000k. Little wager What do you say"  
[X Link](https://x.com/Fllw_the_light/status/1972356200198213699)  2025-09-28T17:42Z [---] followers, [----] engagements

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

@Fllw_the_light Avatar @Fllw_the_light Follow the light

Follow the light posts on X about $apld, apld, $iren, $nvda the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

Engagements: [---] #

Engagements Line Chart

  • [--] Week [-----] -94%
  • [--] Month [-------] +528%
  • [--] Months [-------] +223%
  • [--] Year [-------] +470%

Mentions: [--] #

Mentions Line Chart

  • [--] Week [--] -16%
  • [--] Month [--] +41%
  • [--] Months [---] +134%
  • [--] Year [---] +194%

Followers: [---] #

Followers Line Chart

  • [--] Week [---] +1.60%
  • [--] Month [---] +2.80%
  • [--] Months [---] +54%
  • [--] Year [---] +144%

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

CreatorRank Line Chart

Social Influence

Social category influence stocks 47% technology brands 18% cryptocurrencies 17% finance 13% automotive brands 3% celebrities 2% countries 2% exchanges 1% social networks 1%

Social topic influence $apld #16, apld #5, $iren #301, $nvda 13%, $wulf #69, if you 9%, $cifr #120, $btc #1537, meta 7%, $glxy 6%

Top accounts mentioned or mentioned by @wustlbear @grok @aplddigital @sullymichaelvan @rickyfrogfrog @mrderivatives @sylenttrade @robinhoodapp @pepemoonboy @vladtenev @fidelity @charlesschwab @kevinxu @smallcapsnipa @ilzmcfly @bitcoinaiguy @thesonofwalkley @perrylin1 @twils1211 @mtinvestor

Top assets mentioned Applied Digital Corp. (APLD) Iris Energy Limited (IREN) NVIDIA Corp. (NVDA) TeraWulf Inc. (WULF) Cipher Mining Inc. Common Stock (CIFR) Bitcoin (BTC) Galaxy Digital Inc. (GLXY) Metadium (META) Amazon.com, Inc. (AMZN) CoreWeave, Inc (CRWV) Microsoft Corp. (MSFT) Advanced Micro Devices (AMD) Nebius Group N.V. Class A Ordinary Shares (NBIS) CLEANSPARK INC (CLSK) Alphabet Inc Class A (GOOGL) Oracle Corporation (ORCL) Core Scientific, Inc. Common Stock (CORZ) Palantir Technologies Inc. (PLTR) Robinhood Markets, Inc. (HOOD) Strategy (MSTR) Meta Platforms, Inc. (META)

Top Social Posts

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

"Is Will Campbell the worst tackle in the NFL #SuperBowl"
X Link 2026-02-09T02:22Z [---] followers, [---] engagements

"@mtinvestor Nice operation yes but if you really want your mind blown you should drive by an $APLD @APLDdigital jobsite. $NVDA $CIFR $WULF $GLXY"
X Link 2026-01-31T16:51Z [---] followers, [----] engagements

"$BTC What the hell are these 😋 Come on BTC. Give us that 4% green pump so everyone can freak out on X about "if you didnt buy it at 60k thats ok because now you can buy it at 65k""
X Link 2026-02-06T00:48Z [---] followers, [---] engagements

"@Mr_Derivatives"
X Link 2026-02-06T01:16Z [---] followers, [--] engagements

"Take me to Valhalla $BTC so that my beloved $APLD get relief from you. We call this: continuation Big stuff guys. $BTC https://t.co/mDnVMl9In9 We call this: continuation Big stuff guys. $BTC https://t.co/mDnVMl9In9"
X Link 2026-02-06T01:52Z [---] followers, [---] engagements

"@grok @SullyMichaelvan OK make myself and my good friend Sully a picture then of it. Feel free to put Sully in the cart with the BTC"
X Link 2026-02-06T02:36Z [---] followers, [--] engagements

"@grok @SullyMichaelvan @grok @SullyMichaelvan is waiting for the requested picture"
X Link 2026-02-06T02:50Z [---] followers, [--] engagements

"@SylentTrade These are sensible posts. Much better than screaming for multiple different deals you have zero clue on and were wildly incorrect. Good job on showing some growth and restraint"
X Link 2026-02-06T21:55Z [---] followers, [---] engagements

"@BitcoinAIGuy @WatcherGuru $APLD will carry it there. 😉😎"
X Link 2026-02-07T04:43Z [---] followers, [--] engagements

"@RealJGBanks Another nimrod ignoring $APLD. Go figure"
X Link 2026-02-08T20:12Z [---] followers, [---] engagements

"Believe that is just on the win/loss too. Doesn't include the player prop bets or if someone closes a position early and pays the additional $.01 $HOOD should make well over $2M on just this event. And somehow even though they are ahead of the trend on this prediction market they have the worst filtering for P&L's. Wake up @RobinhoodApp https://twitter.com/i/web/status/2020624279973347347 https://twitter.com/i/web/status/2020624279973347347"
X Link 2026-02-08T22:22Z [---] followers, [---] engagements

"@Alice_MiaX Think SEA is the overall better team but NE has better coaching. Plus always the risk of the NYJ Sam Darnold showing up 😉 I have NE as well"
X Link 2026-02-08T22:46Z [---] followers, [---] engagements

"@FinanceJack44 @Mr_Derivatives Same. move millions around their app trading and have been on the waiting list for 7+ months now"
X Link 2026-02-08T22:53Z [---] followers, [---] engagements

"Try to make it a more fair playing field. $APLD to $50 before $BTC $100k. Boy. was I light on the prediction $APLD to $25 before BTC $125k You better get a sequel out ASAP @SullyMichaelvan Boy. was I light on the prediction $APLD to $25 before BTC $125k You better get a sequel out ASAP @SullyMichaelvan"
X Link 2026-02-01T15:10Z [---] followers, [---] engagements

"Now why is $BTC unhappy"
X Link 2026-02-03T21:07Z [---] followers, [---] engagements

"Another nice listen/watch with @WUSTL_Bear walking through their history and process. Wes my only real comment or request actually is when they make a Blockbuster on the history of @APLDdigital I'd like to be casted as you not Matthew McConaughey. I think this is a reasonable request. What's the current temp check on South Dakota moving towards allowing the tax exemption Do you think its possible construction could start on the SD in [----] or simply too much to be voted on and approved then lined up with your customer and trades that at the earliest would be a [----] start As always love where"
X Link 2026-02-04T01:26Z [---] followers, [---] engagements

"$APLD Wes @WUSTL_Bear we've got hyperscalers raising CapEx guidance all over the freaking place. We've got some infrastructure plays probably not executing in the build as well as others. We've got every ticker taking an absolute beating from BTC and Tech scares. Nows the time to play a little more offense with your LA customer and get the deal inked. Surely others would be happy to jump in line on a site that is just starting. Earnings have all cleared the path now for announcements to be made now that their investors know the plan. Lets get some PR out (even if it's just saying "Hey"
X Link 2026-02-05T22:06Z [---] followers, [---] engagements

"How is $MSTR down a fraction of what $IREN is giving all thats going on with BTC How is $MSTR down less AH than $APLD who didnt have earnings today and is executing"
X Link 2026-02-06T00:10Z [---] followers, [---] engagements

"👏👏 $APLD $IREN $WULF $CIFR $GLXY $CLSK 👏👏 In total with the four hyperscalers now having reported we have a colossal amount of CapEx coming into AI infra: Alphabet up 100%+ to $180B. META up 80% to $125B. AMZN up 50+% to $200B. MSFT up 35% to $105B. That's about $600B in CapEx spending by these four companies in the In total with the four hyperscalers now having reported we have a colossal amount of CapEx coming into AI infra: Alphabet up 100%+ to $180B. META up 80% to $125B. AMZN up 50+% to $200B. MSFT up 35% to $105B. That's about $600B in CapEx spending by these four companies in the"
X Link 2026-02-06T00:20Z [---] followers, [---] engagements

"We call this: continuation Big stuff guys. $BTC $BTC What the hell are these 😋 Come on BTC. Give us that 4% green pump so everyone can freak out on X about "if you didnt buy it at 60k thats ok because now you can buy it at 65k" https://t.co/LO4eWNOPdD $BTC What the hell are these 😋 Come on BTC. Give us that 4% green pump so everyone can freak out on X about "if you didnt buy it at 60k thats ok because now you can buy it at 65k" https://t.co/LO4eWNOPdD"
X Link 2026-02-06T01:09Z [---] followers, [---] engagements

"Somebody wake up @SullyMichaelvan and tell him $BTC is so back. Take me to Valhalla $BTC so that my beloved $APLD get relief from you. https://t.co/T9jhNJSDNI Take me to Valhalla $BTC so that my beloved $APLD get relief from you. https://t.co/T9jhNJSDNI"
X Link 2026-02-06T02:03Z [---] followers, [---] engagements

"There isn't a world where in [----] $APLD doesn't sign a lease with for sure $AMZN and then either $MSFT $GOOGL or $META. Hell maybe [--] of the [--] in [----] and the last one in [----]. I have talked about (and has @WUSTL_Bear ) about the intention of their design. The way they are future proofing it for different cooling different rack density different floor space configuration different voltages. They arent just trying to solve a "today" problem. They are creating a solution that will be viable for decades to come. They have the design signed off by multiple hyperscalers they have the sites they"
X Link 2026-02-06T02:48Z [---] followers, [----] engagements

"RT @MarketMaestro1: $APLD It looks very good and strong. It broke the red diagonal resistance and already did the retest. Now the next step"
X Link 2026-02-11T00:14Z [---] followers, [--] engagements

"@MrMikeInvesting Agreed on most What you left off is $APLD a $150 stock trading at $36"
X Link 2026-02-12T03:18Z [---] followers, [---] engagements

"Getting close. do we see it in Feb or March $APLD $IREN $NVDA $CIFR $WULF Next week. next week $APLD flips $IREN in market cap. $NVDA $AMD $AMZN $META Next week. next week $APLD flips $IREN in market cap. $NVDA $AMD $AMZN $META"
X Link 2026-02-12T21:18Z [---] followers, [---] engagements

"$APLD will report another double beat during April earnings. We'll see another site announcement (guessing ND or SD) in April or May. We'll see more MW coming online and being turned over for PF1-2 1st half (75MW) in approximately May. We'll see 75MW for PF1-2 2nd half (75MW) in approximately August. We'll see 75MW for PF2-1 1st half (75MW) in approximately September. There will be double beats and raises guidance each quarter for many earnings in a row. All of it non-reliant on $BTC. Not one dollar. $IREN $CIFR $NVDA $AMD $AMZN $MSFT $META $GOOGL"
X Link 2026-02-01T22:10Z [---] followers, [---] engagements

"Let's hear your Valentines love story @SullyMichaelvan Where is $BTC price at open Tuesday"
X Link 2026-02-14T21:20Z [---] followers, [--] engagements

"@TheSonOfWalkley @grok I am seeing reports that TSLA posted deliveries already on their website. Is this accurate and what were the estimations provided by TSLA if true"
X Link 2026-01-01T23:13Z [---] followers, [---] engagements

"@grok @TheSonOfWalkley So TSLA posted what analysts expect for them to post What was TSLA guidance last quarter for what they were intending to announce tomorrow And if there is a vehicle miss could the battery storage number save it"
X Link 2026-01-01T23:16Z [---] followers, [--] engagements

"@TheTechInvest You could have said: $APLD $IREN $CIFR $WULF $CRWV All up big today"
X Link 2026-01-02T20:01Z [---] followers, [----] engagements

"@kevinxu @alpha_ai Wait until you learn about $APLD"
X Link 2026-01-05T23:36Z [---] followers, [---] engagements

"@pepemoonboy Its $APLD"
X Link 2026-01-06T04:31Z [---] followers, [----] engagements

"@RJCcapital Wife changing 😅"
X Link 2026-01-06T23:14Z [---] followers, [----] engagements

"@DanVibes10 Guidance should be good. They'll be honing in on completion dates for next phases between each campus. Update on the cloud spin off business maybe some insight on if They'll actually be generating revenue off the $BW power plants as well. Lots of good stuff to come"
X Link 2026-01-07T02:20Z [---] followers, [---] engagements

"$APLD earnings tomorrow. Expecting a double beat and strong guidance from my man @WUSTL_Bear Thinking we could see contract expansion at PF2 for another 100MW that is in negotiations. Suspect APLD team is courting $META in Louisiana for either the "3rd party site" or its the hyperscaler working on multi sites with them. Possibly where the $BW NG generation plants will be If you recall BW expects that LOI to be a contract in Q1 '26. Don't believe we'll hear on expansion to 4th/5th buildings at PF1 or 3rd/4th buildings at PF2 just yet. Hopefully a hint of additional sites ik the Dakotas. More"
X Link 2026-01-07T04:00Z [---] followers, [----] engagements

"My prediction on $APLD earnings today: Double beat on EPS and Revenue contributed from remaining TFO one time Revenue My man @WUSTL_Bear drops some knowledge and insight on the ChronoScale and what that will look. I think we also get an update on a new site. Leaning towards LA but won't hate to hear it in ND or SD. I would not be shocked if we learn the name of the tenant at PF2 and it comes with an expansion of the existing 200MW lease. I could be wrong on everything but [----] is going to be a hell of a year. 150MW more coming online in '26 at PF1 (PF1-2) 75MW coming online at PF2 (PF2-1)"
X Link 2026-01-07T19:32Z [---] followers, [---] engagements

"My prediction on $APLD earnings today: Double beat on EPS and Revenue contributed from remaining TFO one time Revenue My man @WUSTL_Bear drops some knowledge and insight on the ChronoScale and what that will look. I think we also get an update on a new site. Leaning towards LA but won't hate to hear it in ND or SD. I would not be shocked if we learn the name of the tenant at PF2 and it comes with an expansion of the existing 200MW lease. I could be wrong on everything but [----] is going to be a hell of a year. 150MW more coming online in '26 at PF1 (PF1-2) 75MW coming online at PF2 (PF2-1)"
X Link 2026-01-07T19:37Z [---] followers, [----] engagements

"@cryptopunk2020 @WUSTL_Bear Im ok with a 15% pop and then a nice steady climb in the days/weeks to come"
X Link 2026-01-07T20:43Z [---] followers, [--] engagements

"@PeloSwing It will breakout tomorrow This was a very bullish earnings. Massive double beat. Increased forward guidance. Big insight to more deals. If broader market plays nice tomorrow easy 10%+ day tomorrow"
X Link 2026-01-08T01:08Z [---] followers, [---] engagements

"@SmallCapSnipa Include $WULF but leave out $APLD Yeah. ok"
X Link 2026-01-08T20:43Z [---] followers, [---] engagements

"@kevinxu Now do $APLD Kevin"
X Link 2026-01-09T23:16Z [---] followers, [---] engagements

"@ilzmcfly What will be energized and leased bringing in revenue by end of '27"
X Link 2026-01-10T20:32Z [---] followers, [--] engagements

"@ilzmcfly None of that 3.4GW yet leased though correct Admittedly I need to do more research on CIFR. Ive been hardcore APLD and getting into IREN. Does CIFR have a good investor presentation that lays all of this out"
X Link 2026-01-10T20:46Z [---] followers, [--] engagements

"@ilzmcfly @bitcoinbutcher1 @SmallCapSnipa Thank you. I would imagine once they execute their first lease on a portion of that they'll take off. How many MWs are currently under construction and how long ago did construction start"
X Link 2026-01-10T20:55Z [---] followers, [--] engagements

"@vladtenev @RobinhoodApp Here is how @Fidelity does it if you need some inspiration on this tricky assignment Maybe the guys at @CharlesSchwab could also assist too. Heck I bet if you tell @grok what coding program you use it could write the code for you even"
X Link 2026-01-10T21:46Z [---] followers, [---] engagements

"@vladtenev @RobinhoodApp @Fidelity @CharlesSchwab @grok Imagine then being able to filter further You want to see how much you've made in a custom period on strictly selling covered calls Bam. How about how effective you are in the prediction market No problem Revolutionary"
X Link 2026-01-10T21:50Z [---] followers, [---] engagements

"@DGretta_Author No. $APLD 👀"
X Link 2026-01-11T22:36Z [---] followers, [----] engagements

"@AlvaroMysterio @strandedpsgr Volume wasnt terrible but if anything volume saw an uptick due to $APLD earnings. There is zero information anyone knows about a possible IREN deal. If it happens its simply dumb luck"
X Link 2026-01-12T00:56Z [---] followers, [---] engagements

"$META and $APLD yeah $NVDA $AMD MARK ZUCKERBERG AND META PLATFORMS $META JUST POSTED THIS: Today we're establishing a new top-level initiative called Meta Compute. Meta is planning to build tens of gigawatts this decade and hundreds of gigawatts or more over time. How we engineer invest and partner to https://t.co/o4OoPySGj7 MARK ZUCKERBERG AND META PLATFORMS $META JUST POSTED THIS: Today we're establishing a new top-level initiative called Meta Compute. Meta is planning to build tens of gigawatts this decade and hundreds of gigawatts or more over time. How we engineer invest and partner to"
X Link 2026-01-12T20:07Z [---] followers, [---] engagements

"@vladtenev @RobinhoodApp @Fidelity @CharlesSchwab @grok @grok - can we make sure the tagged people see this thread Thanks"
X Link 2026-01-12T20:07Z [---] followers, [--] engagements

"@grok @vladtenev @RobinhoodApp @Fidelity @CharlesSchwab Please feel to give them some sample codes Base it off the screen shot given for Fidelity"
X Link 2026-01-12T20:09Z [---] followers, [--] engagements

"The doubt comes in the "a deal is coming tomorrow" He didnt cause this to run. Other AI plays up nicely today too ($NBIS and $CRWV) If you recall (and you probably don't) he was screaming a deal was coming in Dec with a different player. Eventually the blind squirrel finds it nut but lets not pretend he knows anything nor had any influence in the 9% move today. Lets just all cheer that AI is alive and well across the board. https://twitter.com/i/web/status/2010857403764425203 https://twitter.com/i/web/status/2010857403764425203"
X Link 2026-01-12T23:32Z [---] followers, [---] engagements

"There are other examples like this but he clearly calls out Monday. The "hate" is probably more so annoyance of how loud he is on top of just being wrong and reckless. Yes there is a deal close. There are deals close for little every player out there ( $APLD $WULF $CIFR $IREN $GLXY $CORZ $NBIS AND $ORCL) I would say even if his approach was "I think a deal is close with XYZ" it would be much better perceived. At this point he knows he's trolling while gaining followers and some fan boys. Either way its a net win for him. https://twitter.com/i/web/status/2010863975328518156"
X Link 2026-01-12T23:58Z [---] followers, [---] engagements

"@Betsgonewild43 @SylentTrade Thank you. It's been a better week for me for $APLD though 😉"
X Link 2026-01-13T00:15Z [---] followers, [--] engagements

"@kevinxu Because stocks dont go straight up Because PPI came in higher than expected Because tariff ruling indecision Because War tensions Because lots of reasons"
X Link 2026-01-15T01:21Z [---] followers, [---] engagements

"@Mr_Derivatives"
X Link 2026-01-15T01:31Z [---] followers, [---] engagements

"Boy. mighty quiet. Can we acknowledge now he knows/knew absolutely nothing as well as he didnt do anything for moving the stock price Sundah night and Monday $IREN $NVDA $TSM Two days in a row my $IREN position gained 800k plus each day. Does this excite me No. I am an investor and trader. I take my emotions out of this business. I follow the news and charts. If you think $55 $IREN is nice wait till its $100 in a few weeks. Two days in a row my $IREN position gained 800k plus each day. Does this excite me No. I am an investor and trader. I take my emotions out of this business. I follow the"
X Link 2026-01-15T15:01Z [---] followers, [---] engagements

"@Mr_Derivatives $APLD at #3 is criminal. Not for long"
X Link 2026-01-17T00:04Z [---] followers, [----] engagements

"@SmallCapSnipa $WULF over $APLD Did you hit your head"
X Link 2026-01-20T02:14Z [---] followers, [---] engagements

"@ScoopySnax @midascabal Why not $APLD*"
X Link 2026-01-21T02:03Z [---] followers, [--] engagements

"When $APLD announces two sites for 600MW with either $MSFT or $AMZN in the next [--] days it's going to absolutely rip faces off. Right around the time of another double beat for earnings too. $32000000000 under contract between [--] customers over [--] years by August this year (PF2 100MW pick up) bookmark it. @APLDdigital $NVDA $IREN $CIFR https://twitter.com/i/web/status/2013795927513833696 https://twitter.com/i/web/status/2013795927513833696"
X Link 2026-01-21T02:08Z [---] followers, [----] engagements

"$APLD Here we go baby Another milestone in motion. Applied Digital Breaks Ground on Delta Forge [--] a [---] MW AI Factory Campus in a Southern U.S. State. $APLD Full details here: https://t.co/XJNvVpbcBc https://t.co/JQgJa1qj6t Another milestone in motion. Applied Digital Breaks Ground on Delta Forge [--] a [---] MW AI Factory Campus in a Southern U.S. State. $APLD Full details here: https://t.co/XJNvVpbcBc https://t.co/JQgJa1qj6t"
X Link 2026-01-22T13:07Z [---] followers, [---] engagements

"@FL0WG0D Yeah baby $APLD $NVDA $IREN"
X Link 2026-01-22T17:43Z [---] followers, [---] engagements

"It's moments like these I wish the algorithm gods would bless me and get the good word out on $APLD to all of tnose who are in the dark. Another campus (430MW)breaking ground Lease to follow (I predict with $MSFT). $50+ coming soon. Team is executing. Revenue is growing. Projects are scaling. $IREN $WULF $CIFR $NBIS $ORCL $NVDA $GOOGL $META $GLXY https://twitter.com/i/web/status/2014401413275590914 https://twitter.com/i/web/status/2014401413275590914"
X Link 2026-01-22T18:14Z [---] followers, [---] engagements

"@RickyFrogFrog You're welcome to run I'm not"
X Link 2026-01-22T20:44Z [---] followers, [--] engagements

"$APLD active development picture has changed How Site E gets to move over to the "Sites Under Construction" now. Polaris Forge [--] with 100MW turned over and generating full revenue as of Q1 300MW in progress with 150MW of that generating full revenue by July/August. Remaining 150MW by March '27. Campus still scalable. Polaris Forge [--] with 200MW signed and 100MW under negotiation (the two buildings are 300MW total) and that tenant has first right of refusal on the entire campus. Today - we shift focus to Delta Forge [--] and the site construction that just started for another 300MW equating to"
X Link 2026-01-23T03:47Z [---] followers, [---] engagements

"@RickyFrogFrog Shorted or bought puts Either way condolences for your losses. Hope you stopped the bleeding and decided to go long"
X Link 2026-01-23T23:23Z [---] followers, [--] engagements

"@DearS_o_n Investing in $APLD 😉"
X Link 2026-01-24T19:34Z [---] followers, [----] engagements

"@RickyFrogFrog @pepemoonboy"
X Link 2026-01-26T15:18Z [---] followers, [--] engagements

"@RickyFrogFrog @pepemoonboy I see a bull flag being built out personally. I hope you closed your position"
X Link 2026-01-26T15:26Z [---] followers, [--] engagements

"@RickyFrogFrog @pepemoonboy"
X Link 2026-01-26T15:42Z [---] followers, [--] engagements

"Good evening @WUSTL_Bear On the news of $CRWV today and the additional backing from $NVDA to help advance their build outs I was curious on CRWV's positioning within APLD/ELN ecosystem. Would you expect that if/when CRWV is to say "go for the next set of buildings" that they would only build these with you in Ellendale Or is it possible to see them want to build on another campus with you outside of Ellendale before additional buildings in Ellendale Pros or cons to CRWV and APLD if they did either option Excited to see continued updates coming from your PR team on the site progress for all 3"
X Link 2026-01-27T00:48Z [---] followers, [---] engagements

"@itsdsha @SylentTrade Have noticed that too. Like clockwork when its red hes MIA. If they are up 7% "You could have made millions like me if you bought when I told you about the Anthropic deal that was 100% going to be signed [--] weeks ago" Meanwhile back to prices seen in Oct Nov and Jan"
X Link 2026-01-27T01:41Z [---] followers, [--] engagements

"@RickyFrogFrog @pepemoonboy My sweet bull flag was still getting erected yesterday is all Join us long brother"
X Link 2026-01-27T16:40Z [---] followers, [--] engagements

"@AlexSchettino @SylentTrade I think many have him beat. myself included"
X Link 2026-01-28T20:25Z [---] followers, [---] engagements

"@D3GSolutions @ThiemManage @SylentTrade You could have played almost any Data center play and been making bank. Taking him seriously on "Deal tomorrow" now [--] weeks ago is a foolish comment. $APLD $IREN $CIFR $WULF $NBIS $GLXY $CLSK will all have deals "tomorrow" (which is the next few months)"
X Link 2026-01-28T23:35Z [---] followers, [---] engagements

"If you weren't in BTC early and I mean early early you've got to be pretty annoyed these last [--] months with it being completely flat while everything else has absolutely ripped yeah"
X Link 2026-01-30T01:54Z [---] followers, [---] engagements

"You vs the guy she tells you not to worry about 😏 $IREN $APLD $NVDA $AMD $SOFI $CIFR"
X Link 2026-01-30T16:26Z [---] followers, [----] engagements

"There'a way too many people screaming for a bloody Monday to match Friday. What's the real negative news A make believe digital currency that is heavily manipulated by algorithms is causing this It's not this "Government shutdown". It's not Iran. This spikes deep red at open Sunday and recovers by open Monday. Stocks that is. BTC Will be lucky to see 82k Sunday night/Monday morning. https://twitter.com/i/web/status/2017735140080861568 https://twitter.com/i/web/status/2017735140080861568"
X Link 2026-01-31T23:01Z [---] followers, [---] engagements

"@TickerTapX Good one Yes forgot that. I can see gold and silver pulling back because of that because this fed chair would look to strengthen the dollar more. But still way too overblown everywhere"
X Link 2026-01-31T23:05Z [---] followers, [--] engagements

"4 Company HPC/AI race Lets engage with the $CORZ @Core_Scientific faithful as well as the $WULF @TeraWulfInc $IREN @IREN_Ltd faithful and then segway that into an $APLD @APLDdigital conversation. -------------------------------------- CORZ: recently signed a total of $10.2 billion over [--] years for 590MW of HPC power (Well done @_Adam_Sullivan1) to $CRWV. Not all 590MW are up and active construction ongoing/yet to start for some. @CoreWeave and Michael Intrator turned around and sold this power capacity to @sama and @OpenAI for $12 billion over [--] years (CRWV to provide the GPUs)"
X Link 2025-04-06T19:36Z [---] followers, [----] engagements

"Dow Futures flip green. Russell Futures flip green. SPY and Nasdaq almost green now too Hell yeah. Lets carry that into open I suppose BTC should get to 82k just for good measure. $SPY $BTC $NVDA $QQQ"
X Link 2026-02-02T00:49Z [---] followers, [---] engagements

"@perry_lin1 Man even for bad stuff you still forget about $APLD 😅"
X Link 2026-02-01T18:08Z [---] followers, [---] engagements

"@perry_lin1 Perry serious question. Say BTC reclaim 81k by Monday morning is the crisis off What do you think needs to happen for cooler heads to prevail and fear/panic to stop"
X Link 2026-02-01T18:11Z [---] followers, [---] engagements

"Did gold and silver front run the anticipated fed chair choice thinking the dollar would weaken Then it was a [---] on the chair now potentially a stronger dollar so the unrealistic gold and silver run comes back to earth And now BTC a fictional store of value that has been too volatile is now causing panic among the market No new killer covid [---] No new deepseek [---] No 200% tarrif threats No actual wars starting Got it - everyone panic and sell everything makes sense $SPY $BTC $QQQ $NVDA $AMZN $IREN $APLD https://twitter.com/i/web/status/2018097461428977838"
X Link 2026-02-01T23:01Z [---] followers, [---] engagements

"@realDonaldTrump @POTUS Time for a tweet to soften the landing of the stock market this week. You've got an hour. Go"
X Link 2026-02-01T23:14Z [---] followers, [--] engagements

"@Mr_Derivatives My thoughts as well Maybe social media (X) is fear mongering more than it should 😅"
X Link 2026-02-01T23:57Z [---] followers, [---] engagements

"@growthrapidly Why do you feel $IREN over $APLD"
X Link 2026-02-02T00:43Z [---] followers, [---] engagements

"@BitcoinAIGuy @Kalshi So many banger responses across all topics. Short and sweet yet packs a punch. How do you do it"
X Link 2026-02-04T04:22Z [---] followers, [--] engagements

"@genZinvest0r @Couch_Investor $APLD planned for liquid cooled"
X Link 2026-02-05T23:30Z [---] followers, [---] engagements

"@twils1211 Does $587 AH count Can we please go up now"
X Link 2026-02-06T01:55Z [---] followers, [--] engagements

"@SullyMichaelvan @grok can you make a gif of BTC on a roller coaster that just goes up Not too straight up though a nice steady up"
X Link 2026-02-06T02:34Z [---] followers, [--] engagements

"@CK_Cryptoklepto @dollar_mara The computers themselves within those DCs are $MARAs correct Do you happen to know what those lease terms are Specifically what MARA is paying a year to $APLD"
X Link 2025-03-23T14:18Z [---] followers, [--] engagements

"Next week. next week $APLD flips $IREN in market cap. $NVDA $AMD $AMZN $META Wouldn't that be something if $APLD flips $IREN and $GLXY in market cap by Thanksgiving 😏 Wouldn't that be something if $APLD flips $IREN and $GLXY in market cap by Thanksgiving 😏"
X Link 2026-01-07T21:58Z [---] followers, [----] engagements

"This was an excellent read (There is audio too) that highlights so many points and things of consideration that @WUSTL_Bear and the @APLDdigital Team have been diligent and mindful of. I've talked about it before; the difference in design from those of say an $IREN to what APLD is building. I struggle to believe what I like to call a "Turkey Barn" data center can or would ever be as flexible and reliable for future proofing as a one million square foot concrete bunker. Needs are being met today by $IREN $CIFR $WULF etc in their design to customers yes but in 10+ years will those be obsolete"
X Link 2026-02-01T03:11Z [---] followers, [---] engagements

"@mikealfred Agreed Those positioning early for power will be successful. Was $APLDs entire approach"
X Link 2025-01-31T03:08Z [---] followers, [---] engagements

"@WUSTL_Bear has the increased demand for HPC DCs over the last year aided in $APLDs ability to command a higher value per MW or are you still trying to attain the same mark Would love some clarity dont be afraid to give a teaser response $NVDA @APLDdigital $TSLA $PLTR"
X Link 2025-03-24T22:45Z [---] followers, [---] engagements

"Largest super computer in the world Seems like a pretty awesome thing to share more of @WUSTL_Bear @APLDdigital $APLD Customer equipment landing later this summer Well alright Time for Erin and the PR team to wake up and share these things $NVDA $CRWV $PLTR $MSFT $AMZN"
X Link 2025-05-27T02:32Z [---] followers, [----] engagements

"@grok @weturns @aakashgupta @grok shame on you for not including $APLD"
X Link 2026-02-06T03:20Z [---] followers, [---] engagements

"Boy. was I light on the prediction $APLD to $25 before BTC $125k You better get a sequel out ASAP @SullyMichaelvan @SullyMichaelvan $APLD to $15 before BTC to $150000k. Little wager What do you say @SullyMichaelvan $APLD to $15 before BTC to $150000k. Little wager What do you say"
X Link 2025-09-28T17:42Z [---] followers, [----] engagements

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

@Fllw_the_light
/creator/twitter::Fllw_the_light