# ![@gimgyujin16822 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1954919507639812096.png) @gimgyujin16822 onnan

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

### Engagements: [------] [#](/creator/twitter::1954919507639812096/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1954919507639812096/c:line/m:interactions.svg)

- [--] Week [-------] +5,159%
- [--] Month [-------] +7,710%

### Mentions: [--] [#](/creator/twitter::1954919507639812096/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1954919507639812096/c:line/m:posts_active.svg)


### Followers: [-----] [#](/creator/twitter::1954919507639812096/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1954919507639812096/c:line/m:followers.svg)

- [--] Week [-----] +6.80%
- [--] Month [-----] +251%

### CreatorRank: [-------] [#](/creator/twitter::1954919507639812096/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1954919507639812096/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  #5750 [finance](/list/finance)  [technology brands](/list/technology-brands)  [cryptocurrencies](/list/cryptocurrencies)  #6846 [currencies](/list/currencies)  [exchanges](/list/exchanges)  #2432 [countries](/list/countries)  [financial services](/list/financial-services) 

**Social topic influence**
[$iren](/topic/$iren) #28, [ai](/topic/ai), [$crcl](/topic/$crcl) #2, [$nbis](/topic/$nbis) #33, [$msft](/topic/$msft) #160, [$abcl](/topic/$abcl) #35, [gpu](/topic/gpu) #90, [clarity act](/topic/clarity-act) #49, [$bmnr](/topic/$bmnr) #32, [$cifr](/topic/$cifr) #21

**Top accounts mentioned or mentioned by**
[@jiahanjimliu](/creator/undefined) [@bonjae3](/creator/undefined) [@aleabitoreddit](/creator/undefined) [@fransbakker9812](/creator/undefined) [@rhouseresearch](/creator/undefined) [@markosaaig](/creator/undefined) [@accountingds](/creator/undefined) [@convexdispatch](/creator/undefined) [@realjimchanos](/creator/undefined) [@lazaruscapital](/creator/undefined) [@spvcoin](/creator/undefined) [@genzinvest0r](/creator/undefined) [@evepool75670](/creator/undefined) [@mrmag314](/creator/undefined) [@bdigs](/creator/undefined) [@otskarerice](/creator/undefined) [@stwtcocy2emcve3](/creator/undefined) [@patrickjwitt](/creator/undefined) [@ai_energyhub](/creator/undefined) [@yarless_](/creator/undefined)

**Top assets mentioned**
[Iris Energy Limited (IREN)](/topic/$iren) [Circle Internet Group, Inc. (CRCL)](/topic/$crcl) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Microsoft Corp. (MSFT)](/topic/$msft) [AbCellera Biologics Inc. (ABCL)](/topic/$abcl) [BITMINE IMMERSION TECH (BMNR)](/topic/$bmnr) [Cipher Mining Inc. Common Stock (CIFR)](/topic/$cifr) [Abivax SA (ABVX)](/topic/$abvx) [TransMedics Group, Inc. Common Stock (TMDX)](/topic/$tmdx) [CoreWeave, Inc (CRWV)](/topic/$crwv) [USDC (USDC)](/topic/usdc) [Bitcoin (BTC)](/topic/bitcoin) [TeraWulf Inc. (WULF)](/topic/$wulf) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Ethereum (ETH)](/topic/$eth) [Mario Coin (COIN)](/topic/$coin) [Dell Technologies, Inc. (DELL)](/topic/dell) [Applied Digital Corp. (APLD)](/topic/$apld) [Metadium (META)](/topic/$meta) [Adobe, Inc. (ADBE)](/topic/$adbe) [Eli Lilly and Company (LLY)](/topic/eli-lilly) [ImmunityBio, Inc. Common Stock (IBRX)](/topic/$ibrx)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@JoseRestonVA @PurposeFundXYZ AbCelleras ABCL575 has a clear advantage over Sanofis amlitelimab by extending half-life to potentially allow one injection every six months significantly improving convenience and compliance"  
[X Link](https://x.com/gimgyujin16822/status/1962550667991785962)  2025-09-01T16:18Z [--] followers, [--] engagements


"@RHouseResearch CoreWeave first needs to turn EPS positive lol. No matter how much revenue they grow if the net profit margins dont improve then its basically a bubble. In that sense IREN is better than CoreWeave"  
[X Link](https://x.com/gimgyujin16822/status/1978479770620068014)  2025-10-15T15:15Z [--] followers, [--] engagements


"@iHooghvorst The Phase [--] clinical results of Amlitelimab which shares the same mechanism of action as ABCL575 are not superior to Dupilumab. Moreover ABCL575 has a similar half-life time of amlitelimab meaning that even if it succeeds it is likely to be viewed as a me-too drug"  
[X Link](https://x.com/gimgyujin16822/status/1981669761269563715)  2025-10-24T10:31Z [--] followers, [---] engagements


"@Agrippa_Inv @aleabitoreddit If Nebius and Iris ever merged theyd be unstoppable someone please make that acquisition happen lol"  
[X Link](https://x.com/gimgyujin16822/status/1982665680647585903)  2025-10-27T04:28Z [--] followers, [---] engagements


"@MarkosAAIG @mikealfred what's the evidence of your statement 'Dell likely financed another $22.5 billion'"  
[X Link](https://x.com/gimgyujin16822/status/1985518653144776733)  2025-11-04T01:25Z [--] followers, [---] engagements


"@ilzmcfly Thats why $nbis investors dislike $iren. their claim that the software Nebius has moat is incorrect"  
[X Link](https://x.com/gimgyujin16822/status/1986674930600362469)  2025-11-07T05:59Z [--] followers, [---] engagements


"@Jaguarteck @YodaStockInvest multi gw development pipeline $iren"  
[X Link](https://x.com/gimgyujin16822/status/1987004314292998521)  2025-11-08T03:48Z [--] followers, [---] engagements


"$iren  Thanks to x jiahanjimliu https://m.blog.naver.com/eco-jaeboongii/224073608594 https://m.blog.naver.com/eco-jaeboongii/224073608594"  
[X Link](https://x.com/gimgyujin16822/status/1988500329806393394)  2025-11-12T06:53Z [--] followers, [---] engagements


"@accounting_ds Although sector valuations could decline due to credit-market stress I see this as an opportunity for $IREN rather than a threat. $IREN is positioned not just to survive but to push weaker competitors out of the market"  
[X Link](https://x.com/gimgyujin16822/status/1989468795216556062)  2025-11-14T23:01Z [--] followers, [---] engagements


"@jiahanjimliu Macro-driven volatility is something long-term investors must accept. What matters is whether the fundamentals changed and $IREN look even stronger amid private credit and AI bubble worries. I see its value multiplying in the next two years"  
[X Link](https://x.com/gimgyujin16822/status/1991716676195541255)  2025-11-21T03:53Z [--] followers, [---] engagements


"https://m.blog.naver.com/eco-jaeboongii/224087313280 https://m.blog.naver.com/eco-jaeboongii/224087313280"  
[X Link](https://x.com/gimgyujin16822/status/1993190848163725818)  2025-11-25T05:31Z [--] followers, [--] engagements


"@StockMeetUps ARR is $3.4B. that doesnt mean the projected [----] revenue is $3.4B. And with [---] MW of IT load the total load comes out to about [---] MW. Im bullish on IREN too but I think our reasoning needs a careful review"  
[X Link](https://x.com/gimgyujin16822/status/1994190336504004872)  2025-11-27T23:43Z [--] followers, [----] engagements


"@RHouseResearch IREN transparency and its strong execution in pivoting from Bitcoin mining to AI infrastructure make the managements earning call commentary far more credible. No matter how high priced NBIS contracts may appear the lack of detailed disclosure is a serious weakness"  
[X Link](https://x.com/gimgyujin16822/status/1994943364870050115)  2025-11-30T01:35Z [--] followers, [---] engagements


"@aleabitoreddit The key question is whether IREN can secure higher pricing. In my view Nebius and IREN both provide the same bare metal GPU service and the price difference mainly comes from uptime claims that havent really been proven"  
[X Link](https://x.com/gimgyujin16822/status/1995110445791756437)  2025-11-30T12:39Z [--] followers, [---] engagements


"@aleabitoreddit Thanks for the thoughtful take Just wanted to add a few data points to the discussion (all from recent public sources NFA/DYOR):Revenue premium from software layer"  
[X Link](https://x.com/gimgyujin16822/status/1995128297492250952)  2025-11-30T13:50Z [--] followers, [---] engagements


"@aleabitoreddit Most of the heavy lifting is already handled by NVIDIAs CUDA/NCCL stack. The remaining orchestration layer is increasingly commoditized frontier labs and hyperscalers routinely bring their own failover and scheduling stacks to bare-metal providers"  
[X Link](https://x.com/gimgyujin16822/status/1995128685289218278)  2025-11-30T13:52Z [--] followers, [--] engagements


"@accounting_ds To make a comparison like this we would first need to assume that Nebius shares information as transparently as IREN does. The key question is whether IREN can secure follow on contracts at pricing levels comparable to Nebius"  
[X Link](https://x.com/gimgyujin16822/status/1995132925055205456)  2025-11-30T14:08Z [--] followers, [--] engagements


"@aleabitoreddit So I think IRENs next contract pricing (likely in Horizon 510) will clarify whether the price difference in the recent MSFT deals comes from software or from uptime/availability. Thanks for the thoughtful explanation. I believe both Nebius and IREN will do well"  
[X Link](https://x.com/gimgyujin16822/status/1995137322057367682)  2025-11-30T14:26Z [--] followers, [--] engagements


"@jiahanjimliu @MarkosAAIG What do you think is the likelihood that roughly [---] MW of IT load at Sweetwater [--] will be converted into ARR by the end of [----] I see this as a key point in achieving an ARR level above the $3.4 billion guidance provided by management"  
[X Link](https://x.com/gimgyujin16822/status/2008449729689260120)  2026-01-06T08:05Z [---] followers, [---] engagements


"@FD_coop_NY Thanks 😊 im also a $cifr bull"  
[X Link](https://x.com/gimgyujin16822/status/2009625477208752618)  2026-01-09T13:57Z [---] followers, [---] engagements


"@DeMampCamp Hold strategy is invincible"  
[X Link](https://x.com/gimgyujin16822/status/2009815583794352571)  2026-01-10T02:32Z [---] followers, [---] engagements


"Jim thank you as always for your great posts. Would it be okay if we quote this post for Korean IREN investors Also there has been some discussion about the possibility that Sweetwater [--] could be operated as a colocation facility. I was wondering how likely you think it is that IREN might run a hybrid model combining GaaS and colocation"  
[X Link](https://x.com/gimgyujin16822/status/2010237675492782442)  2026-01-11T06:29Z [----] followers, [---] engagements


"@jiahanjimliu I had no idea there was a comment I completely missed it🥲 Ive been a fan of yours ever since I started investing in IREN so this is an honor. I look forward to more great insights from you in the future"  
[X Link](https://x.com/gimgyujin16822/status/2010587492031111636)  2026-01-12T05:39Z [---] followers, [---] engagements


"$abvx     $abvx  $ABVX Per La Lettre: Eli Lilly ready to put [--] billion euros ($17. [--] billion) on the table for biotech Abivax. Although it has not yet submitted a formal offer to the Abivax board the Eli Lilly lab is still in the race to buy. Before positioning itself the American group is https://t.co/u02tUPLhXb $ABVX Per La Lettre: Eli Lilly ready to put [--] billion euros ($17. [--] billion) on the table for biotech Abivax. Although it has not yet submitted a formal offer to the Abivax board the Eli Lilly lab is still in the race to buy. Before positioning itself the American group is"  
[X Link](https://x.com/gimgyujin16822/status/2010623148451143759)  2026-01-12T08:01Z [----] followers, [----] engagements


"Investing without leverage in a solid company that has strong upside potential and rides the broader trend of the times is as you said not a reckless decision at all. Someday when Iris Energy is trading above $200 people may say we were just luckybut we know it wasnt luck. It was the result of trying to truly understand both the company and the era were living in. Jim your words have been a huge encouragement for someone like me whos just starting their investment journey with a relatively small amount of capital. Lets aim for success together."  
[X Link](https://x.com/gimgyujin16822/status/2011272471182516349)  2026-01-14T03:01Z [---] followers, [----] engagements


"@josenun83227631 You can read it or ignore itits totally up to you. If you think a company-sponsored survey led by Abcl proves injection preference for ABCL635 then sure believe that🤣"  
[X Link](https://x.com/gimgyujin16822/status/2011638570625499476)  2026-01-15T03:16Z [----] followers, [---] engagements


"@ConvexDispatch When investing in $bmnr do people completely rule out the possibility that eth price could fall It seems that eth developers are primarily focused on network scalability rather than being deeply concerned with increasing the price of eth itself"  
[X Link](https://x.com/gimgyujin16822/status/2012077218143617325)  2026-01-16T08:19Z [----] followers, [---] engagements


"@ConvexDispatch Ethereum needs to demonstrate that an increase in transactions leads to higher fee burning and ultimately a reduction in net ETH issuance"  
[X Link](https://x.com/gimgyujin16822/status/2012082662643782056)  2026-01-16T08:41Z [----] followers, [---] engagements


"I just posted a clear and easy to understand analysis of $IBRX written in a way thats accessible to the general public. In the biotech world its often said that no one can truly predict the outcome before the final Phase [--] results. However theres still a meaningful difference between a drug that shares the same mechanism of action as one already approved by the FDA and one that doesnt. That distinction matters. For those who enjoy high-risk high-reward opportunities $IBRX does seem to have a certain appeal worth considering. https://twitter.com/i/web/status/2012162191110324280"  
[X Link](https://x.com/gimgyujin16822/status/2012162191110324280)  2026-01-16T13:57Z [----] followers, [---] engagements


"@jiahanjimliu Thanks Since its in the biotech space Ill do a deep dive myself. Im glad I could be helpful"  
[X Link](https://x.com/gimgyujin16822/status/2012177336670867874)  2026-01-16T14:57Z [----] followers, [--] engagements


"$TMDX shares many similarities with $IREN in that there is clear durable demand ahead and the company has the execution capability to supply it. Compared to high-risk biotech it has a much more stable business model. The progress of its clinical studies aimed at indication expansion is also compelling and vertical integration is another major pillar of my DD. If you ask an LLM to explain the article I linked in simple terms even without deep medical knowledge it should become clear why I see significant upside in TMDX 😄 https://x.com/gimgyujin16822/status/2011004981084827936s=20"  
[X Link](https://x.com/gimgyujin16822/status/2012347368956702967)  2026-01-17T02:12Z [----] followers, [---] engagements


"@jiahanjimliu @kimsbinvesting Feel free to ask anytime if you have any questions about $TMDX I think its a great company to look at from a buying-on-pullbacks perspective (not now😅)"  
[X Link](https://x.com/gimgyujin16822/status/2012349111257752020)  2026-01-17T02:19Z [----] followers, [--] engagements


"@StockStormX let's go $IREN"  
[X Link](https://x.com/gimgyujin16822/status/2012377743460057114)  2026-01-17T04:13Z [----] followers, [---] engagements


"@moneyloanruns also $CIFR 💪"  
[X Link](https://x.com/gimgyujin16822/status/2012869954429677855)  2026-01-18T12:49Z [----] followers, [---] engagements


"@RealJimChanos @Lazarus_Capital I think $Iren will probably prove itself with an additional contract this year. Lets wait and see"  
[X Link](https://x.com/gimgyujin16822/status/2013016492020015510)  2026-01-18T22:31Z [----] followers, [---] engagements


"@Lazarus_Capital When do you think power will stop being the bottleneck Until when should $IREN be viewed as a Bitcoin mining pivot company Given that $MSFT has explicitly positioned it as a GaaS company should it still be considered a Bitcoin mining company at this point"  
[X Link](https://x.com/gimgyujin16822/status/2013068891115909175)  2026-01-19T01:59Z [----] followers, [---] engagements


"Jim thank you as always for the detailed model updates and transparent sharing The addition of a 20-year positive cash flow perspective and the 20YR Cashflow/MW metric is extremely helpful for understanding the long-term picture. I also view incremental topline expansion from additional contracts at H510 and Sweetwater as the core driver of the $IREN investment thesis. What still gives me pause is whether $IREN can realistically sustain similar topline pricing every five years over a [--] year horizon. That timeframe seems long enough for technologies that could materially ease power"  
[X Link](https://x.com/gimgyujin16822/status/2013419869291848164)  2026-01-20T01:14Z [----] followers, [---] engagements


"@jiahanjimliu It seems like having a CEO doesn't really matter much for this company. In fact having one might have increased the risk. I'm really glad Nuai has Dulce"  
[X Link](https://x.com/gimgyujin16822/status/2014241647866069453)  2026-01-22T07:40Z [----] followers, [---] engagements


"@unemon1 @abvx @lalettre_fr its almost like all he think about is M&A rumors even when he is eating😄And I mean that in a good way"  
[X Link](https://x.com/gimgyujin16822/status/2014309497842585665)  2026-01-22T12:09Z [----] followers, [---] engagements


"$NUAI   nuai   S-3   :)   😆😆 For everyone newly invested in $NUAI this is an extremely volatile stock that is actively being shorted by players like @FuzzyPandaShort. I would not be surprised if Fuzzy Panda doubled down on his short today and is selling after-hours to create fear in anticipation of the S3 For everyone newly invested in $NUAI this is an extremely volatile stock that is actively being shorted by players like @FuzzyPandaShort. I would not be surprised if Fuzzy Panda doubled down on his short today and is selling after-hours to create fear in anticipation of the S3"  
[X Link](https://x.com/gimgyujin16822/status/2014489044940714416)  2026-01-23T00:03Z [----] followers, [----] engagements


"@jiahanjimliu @FransBakker9812 If I end up making a lot of money Im going to subscribe to all the Iren Community investors Substacks🤣 Are you planning to start your own Substack If you do Ill be your very first subscriber"  
[X Link](https://x.com/gimgyujin16822/status/2014599062440575040)  2026-01-23T07:20Z [----] followers, [---] engagements


"Jim myself and the Iren community analyze stocks with as neutral a perspective as possible. If something still looks attractive from that objective lens were happy to take a meaningful position just like Iren (My calculations could be wrong too so Id really appreciate lots of feedback) https://twitter.com/i/web/status/2014599947568742445 https://twitter.com/i/web/status/2014599947568742445"  
[X Link](https://x.com/gimgyujin16822/status/2014599947568742445)  2026-01-23T07:23Z [----] followers, [---] engagements


"Additionally for these reasons I think having an attractive average cost basis is extremely extremely important. Stock prices can always correct for macro related reasons and when the price falls significantly below your cost basis its easy to start questioning your original thesis and become skeptical about the position. Thats why I believe its critical to calculate fair value as precisely as possible at entry and build in a clear margin of safety. Only then can you realistically hold a position for the long term. Really appreciate the insights Jim. I do think I probably have a bit of a"  
[X Link](https://x.com/gimgyujin16822/status/2014888729366954170)  2026-01-24T02:31Z [----] followers, [---] engagements


"@domdam0x0 @jiahanjimliu Agreed As long as you can handle the volatility from macro factors $IREN is a solid pick"  
[X Link](https://x.com/gimgyujin16822/status/2014903370407149977)  2026-01-24T03:29Z [----] followers, [---] engagements


"I think GPU residual value is something the market has a hard time pricing in especially in the near term. What we should be focusing on is how much additional topline IREN can extract in the next contract using the first $MSFT deal as a reference point. 99% of IRENs stock performance in the first half of the year will hinge on this. https://twitter.com/i/web/status/2015651890139209943 https://twitter.com/i/web/status/2015651890139209943"  
[X Link](https://x.com/gimgyujin16822/status/2015651890139209943)  2026-01-26T05:03Z [----] followers, [---] engagements


"@Banana_Oncology Honestly I dont really care whether it gets acquired or not. Just capturing a solid share of the UC market alone seems to offer plenty of upside compared to the current price. I opened a new position in $ABVX today"  
[X Link](https://x.com/gimgyujin16822/status/2013566792732438709)  2026-01-20T10:58Z [----] followers, [---] engagements


"@jiahanjimliu Im taking a more hard look at whether $NUAI actually has the capacity to service its massive debt. Its turning out to be more difficult than I expected"  
[X Link](https://x.com/Gyujin_9701/status/2014164644064313370)  2026-01-22T02:34Z [----] followers, [---] engagements


"@RealJimChanos @Marc_750 At this point its not about GPU residual value anymore. The real question is how much additional top-line Iren can generate on top of the MSFT deal. Lets watch how this plays out"  
[X Link](https://x.com/Gyujin_9701/status/2015963399021330760)  2026-01-27T01:41Z [----] followers, [---] engagements


"It's kind of an excuse but I actually spotted $IREN when it was in the $10 range. I just didnt have enough conviction at the time so I couldnt allocate much. 😔 Still I first discovered X around August [----] and after seeing your posts and others I started to gain real confidence so I averaged down. Sometimes I wonder how things mightve been different if I had started using X a bit earlier it's a bit regretful. But next time I want to be a solid investor building a strong position before averaging down https://twitter.com/i/web/status/2017131272116810107"  
[X Link](https://x.com/gimgyujin16822/status/2017131272116810107)  2026-01-30T07:02Z [----] followers, [---] engagements


"260131 $CRCL     ETF  [--]  x       . $CRCL    $IREN    $CRCL           $CRCL    -----     1) QT Fed balance sheet  .    [----]  + [----]  QE    balance sheet $6.58   balance sheet Fed     balance sheet                             2)  QT       1) 2)     (  ) $CRCL   1)      $CRCL     2)      $CRCL  reserve income                 $CRCL            view  crypto    USDC  Defi   USDC   crypto   USDC    ------  $CRCL crypto      $CRCL  ' '         . / /treasury USDC crypto USDC     -     reserve income $CRCL     $CRCL     $CRCL   $CRCL     $CRCL            ----  $CRCL              x      $CRCL     (  )   "  
[X Link](https://x.com/Gyujin_9701/status/2017422992893218914)  2026-01-31T02:21Z [----] followers, [----] engagements


"For foreigner $CRCL investors"  
[X Link](https://x.com/Gyujin_9701/status/2017430851907412391)  2026-01-31T02:52Z [----] followers, [----] engagements


"$CRCL       😆"  
[X Link](https://x.com/Gyujin_9701/status/2017834002359718000)  2026-02-01T05:34Z [----] followers, [----] engagements


"$CRCL $IREN    $CRCL    [--]   [--]      (    )    -----   S&P [---]        AI           '   ' '     '    $IREN   AI         AI          [----]     ' '  AI     Top [--]      CapEx  [--]  CapEx       ROI    .    .                   /          [----]     AI                $NBIS $CRWV      $IREN AI       3Gw   energization       .    1.4GW sweetwater [--] enregization [--]            AI DC           $10         $IREN $MSFT        x IREN community        $50$40      AI          [--]        .       $CRCL  -       $CRCL [--]      other revenue $CRCL       $CRCL  -       $CRCL [--]      other revenue $CRCL"  
[X Link](https://x.com/Gyujin_9701/status/2017928074688663866)  2026-02-01T11:48Z [----] followers, [----] engagements


"$IREN   $CRCL                    AI       ' '  GENIUS Act          ' '    /     24/7                     24/7        AML/KYC   .        '    /  '      $CRCL USDC   [--]  reserve     USDC    USDC     // /                 $IREN moat  $CRCL /  $IREN AI DC  AI DC  USDC    Circle reserve income      $IREN AI  CPN   USDC    CCTP  USDC       Circle mint Programmable wallet       USDC circulation 70B+  reserve income other revenue  CPN   [--] [---]  .      -----     reserve income  [--]   $43$65    $72      CAGR 40% reserve return rate 2.5%  reserve income  [--] PT $61$92    +10%    [--]   2.5%  [--] PT $67$101   2"  
[X Link](https://x.com/Gyujin_9701/status/2017928077305839968)  2026-02-01T11:48Z [----] followers, [----] engagements


"$IREN $CRCL   $IREN  upside  NFA"  
[X Link](https://x.com/Gyujin_9701/status/2017928871753158708)  2026-02-01T11:51Z [----] followers, [----] engagements


"$WULF $IREN   +12%      1.5GW   [---]    + +          480MW      210MW     1GW       FERC      [--] [---]        ---- $IREN $IREN         $WULF       . $WULF +12%         AI      $IREN 11.5GW     $WULF     $IREN                   . $WULF 🐺 @TeraWulfInc announces strategic acquisitions in Kentucky and Maryland adding [---] GW of power capacity. Portfolio now totals [---] GW across [--] sites with [------] MW of targeted new contracted capacity annually. Full RNS 🔗 https://t.co/862Fr9d6mm https://t.co/GafFBaRLPl $WULF 🐺 @TeraWulfInc announces strategic acquisitions in Kentucky and Maryland adding [---] GW of"  
[X Link](https://x.com/Gyujin_9701/status/2018485729601753539)  2026-02-03T00:44Z [----] followers, [----] engagements


"260203 $IREN       5%   $IREN    $WULF       $IREN    $WULF  $40  $55;          95% + 5% 😁😁 $IREN  $WULF        https://twitter.com/i/web/status/2018487337517568508 https://twitter.com/i/web/status/2018487337517568508"  
[X Link](https://x.com/Gyujin_9701/status/2018487337517568508)  2026-02-03T00:50Z [----] followers, 12.7K engagements


"$TMDX long Nfa @TR_LA2 @SingularityRes $TMDX has their own planes (22) but they also charter planes plus ground transport has gone from 20% to 40% over the past [--] years (but we dont know the exact number QoQ) so tracking daily flights through the $TMDX tail numbers is just one piece of the puzzle. Its possible @TR_LA2 @SingularityRes $TMDX has their own planes (22) but they also charter planes plus ground transport has gone from 20% to 40% over the past [--] years (but we dont know the exact number QoQ) so tracking daily flights through the $TMDX tail numbers is just one piece of the puzzle. Its"  
[X Link](https://x.com/Gyujin_9701/status/2018571498383118691)  2026-02-03T06:25Z [----] followers, [----] engagements


"1) Strong operating performance from the Prince George data center along with an upward revision to ARR guidance 2) Clear updates on the Canadian data center expansion plan 3) Greater transparency on the scale and structure of GPU financing within the Microsoft deal 4) Clearly defined additional funding pathways with a strong emphasis on protecting shareholder value and minimizing dilution 5) Status updates across Horizon [--] and confirmation that Sweetwater [--] energization remains on track for April 6) At least commentary during the earnings call on progress for H510 and Sweetwater [--] contracts"  
[X Link](https://x.com/Gyujin_9701/status/2019306634120405081)  2026-02-05T07:06Z [----] followers, [----] engagements


"$iren    bull  gpu  [--]           irr  [--] wacc         msft         bull"  
[X Link](https://x.com/Gyujin_9701/status/2019761552283607425)  2026-02-06T13:14Z [----] followers, [----] engagements


"What exactly is the definition of ARR that $IREN is using Isnt the $3.4B ARR figure they mention based on annualizing the revenue generated from GPUs that are already online As far as I understand just because a GPU is racked doesn't mean the revenue is immediately booked and counted in ARR given the typical nature of such contracts. Also isnt the reason the RPO is only $150M because a large portion of the $400M in signed contracts wont be recognized until Q1 [----] rather than Q4 [----] If thats the case isnt it misleading to judge their GPU availability solely based on the current low RPO If Im"  
[X Link](https://x.com/Gyujin_9701/status/2020358753321975995)  2026-02-08T04:47Z [----] followers, [---] engagements


"@SpV_coin @genZinvest0r Someone might think iren is running the entire [---] GW on air cooling😂 Why are you so triggered man"  
[X Link](https://x.com/Gyujin_9701/status/2020836648976896100)  2026-02-09T12:26Z [----] followers, [--] engagements


"$CIFR Cipher Mining AWS [--]  300MW AI/ (Black Pearl)  [--]      +  AWS [----] [--]  67%   Ai dc capex $CIFR AWS     🔥🔥 $CIFR Raising $2 Billion. Need More funding I guess. These facilities build out will require huge cash. Cipher Mining announced that Black Pearl Compute plans a $2B private offering of senior secured notes due [----] with proceeds to complete its Wink TX Black Pearl facility $CIFR Raising $2 Billion. Need More funding I guess. These facilities build out will require huge cash. Cipher Mining announced that Black Pearl Compute plans a $2B private offering of senior secured notes due"  
[X Link](https://x.com/Gyujin_9701/status/2018829570976407841)  2026-02-03T23:30Z [----] followers, [----] engagements


"H5-10    Childress     nvidia blackwell   (supply air / inlet air) 30C (86F)   GPU    AI /   / : [--]  : 9599F (3537C)  96F (35.5C). [--] :  9495F (3435C) :  117F (47C 2011) (2025) 105F (40.5C) [----]    : [--] [--]  87F (30.5C)  3540C   (3060 )   :  35C+  chiller/CRAC/CRAH inlet air 30C  (  + chiller ) : GPU throttling  1030% ( )  B200 air-cooled   7080%  SLA( )  / PUE :  4050%   : [----]   downtime [--].  ( )  air-cooled    liquid    /  +     / cooling  /   airflow   +  1020%     retrofit   chiller   liquid cooling   (2026 ): urgent demand  H5-10    (69): 35C+  throttling/downtime/PUE   [----]     +      450mw"  
[X Link](https://x.com/Gyujin_9701/status/2020226961596178435)  2026-02-07T20:03Z [----] followers, [----] engagements


"Anthropic $30b     $IREN $NBIS $CRWV 🔥🔥 Weve raised $30B in funding at a $380B post-money valuation. This investment will help us deepen our research continue to innovate in products and ensure we have the resources to power our infrastructure expansion as we make Claude available everywhere our customers are. Weve raised $30B in funding at a $380B post-money valuation. This investment will help us deepen our research continue to innovate in products and ensure we have the resources to power our infrastructure expansion as we make Claude available everywhere our customers are"  
[X Link](https://x.com/Gyujin_9701/status/2022191251739771187)  2026-02-13T06:08Z [----] followers, [----] engagements


"$BTC $ETH $BMNR $IREN $AMZN $MSFT            [--]    Clarity act     $ETH   .  $ETH  😊       ;;    .   [--] 😋😋 https://twitter.com/i/web/status/2022226799124496879 https://twitter.com/i/web/status/2022226799124496879"  
[X Link](https://x.com/Gyujin_9701/status/2022226799124496879)  2026-02-13T08:30Z [----] followers, [----] engagements


"CLARITY Act /  $COIN                       $COIN      [--] clarity act    👀 SEC ' 10' ' 1' .   ' ' . ( )     . [--]. [--]  "  https://t.co/1OsaGuUKSR SEC ' 10' ' 1' .   ' ' . ( )     . [--]. [--]  "  https://t.co/1OsaGuUKSR"  
[X Link](https://x.com/Gyujin_9701/status/2022499732216836343)  2026-02-14T02:34Z [----] followers, [----] engagements


"'  TCR- HBV -MHC      '  TCR T  'TCR ' T    ' '   (epitope)   ' '     TCR            ''   MHC    MHC    T MHC    T  TCR T  MHC      ( )   MHC   T T  ( ) TCR  MHC-   ( )"  
[X Link](https://x.com/Gyujin_9701/status/2008750790652109142)  2026-01-07T04:01Z [----] followers, [---] engagements


"$IREN     $CIFR $APLD $WULF // GPU     Colo [---]  Colo [---]    GPI + AI +        $IREN Colo [---] Dell  GPU GPU  GaaS  Colo [---]     Colo [---]  $MSFT   Dell  GPU    GPU   GPU    $IREN   [--]  MW   MW   $IREN    . $IREN     Colo [---] Colo [---] Dell         GPU   Colo [---] $IREN  GPU $IREN    Colo [---]      ' $IREN   ' $IREN  (JV) $IREN    GPU    $IREN    JV 51%    $IREN     $MSFT       $IREN    $IREN JV 51%  $IREN      LP JV    -----   $IREN      $IREN bear          IRR   Colo [---] $IREN bear      $IREN    $IREN         NFA 🚀🚀🚀 $IREN https://twitter.com/i/web/status/2016669139591713147"  
[X Link](https://x.com/Gyujin_9701/status/2016669139591713147)  2026-01-29T00:26Z [----] followers, [----] engagements


"@zen_xen_horizen"  
[X Link](https://x.com/Gyujin_9701/status/2017945573815673110)  2026-02-01T12:58Z [----] followers, [--] engagements


"$bmnr            '     '    [---]                ai                                          rwa   rwa  tvl        eth     .         L2   evm L1        $bmnr     ' '          qt rwa     '    '   $bmnr   https://twitter.com/i/web/status/2017960857301598309 https://twitter.com/i/web/status/2017960857301598309"  
[X Link](https://x.com/Gyujin_9701/status/2017960857301598309)  2026-02-01T13:58Z [----] followers, [----] engagements


"260202 $IREN  $IREN  [--]  $NBIS $CRWV -3%  $IREN     QT       $IREN  95%     $IREN                 [--] 5( [--] 6)    $IREN       $IREN   1)    2) horizon 1-4 $MSFT   3) Sweetwater [--] energization [--] [--] 4) horizon 5-10   ' 5) Sweetwater [--]   JV $IREN   6) 1GW   7)     AI  +    [---] ETF     . [--]       ;;( $CRCL )    [--] [--] ( .)    $IREN   //                         AI      ' '   $IREN            $IREN 🔥🔥🔥🔥  NFA https://twitter.com/i/web/status/2018135803223023947 https://twitter.com/i/web/status/2018135803223023947"  
[X Link](https://x.com/Gyujin_9701/status/2018135803223023947)  2026-02-02T01:34Z [----] followers, [----] engagements


"260202 $CRCL    $CRCL       /  USDC               [---] ETF  [--]  . [--] [--]                                   $CRCL    $CRCL         $CRCL      Tether $CRCL   Tether   USDC  USDT   USDT   USDC  USD1    USDC  track record $CRCL [----] [--]   de-peg      USD1  Trump                  [--]      $CRCL     ---- JPM  ' '  [--]   [--------]      JPMD Onyx              $CRCL   https://twitter.com/i/web/status/2018144884075720865 https://twitter.com/i/web/status/2018144884075720865"  
[X Link](https://x.com/Gyujin_9701/status/2018144884075720865)  2026-02-02T02:10Z [----] followers, [----] engagements


"$ETH $BMNR               [--------]     [----------]     [----]          https://twitter.com/i/web/status/2018170476724650027 https://twitter.com/i/web/status/2018170476724650027"  
[X Link](https://x.com/Gyujin_9701/status/2018170476724650027)  2026-02-02T03:51Z [----] followers, 37.7K engagements


"260203 $CRCL  $70    $CRCL  2%      😓     [----]  $50  (PER 20-25)   $50    $IREN   $5      $8-$10     😁 $CRCL                      $IREN   $IREN   https://twitter.com/i/web/status/2018489192981168291 https://twitter.com/i/web/status/2018489192981168291"  
[X Link](https://x.com/Gyujin_9701/status/2018489192981168291)  2026-02-03T00:58Z [----] followers, [----] engagements


"$iren         🧐🧐"  
[X Link](https://x.com/Gyujin_9701/status/2018536287855399324)  2026-02-03T04:05Z [----] followers, 11.8K engagements


"ETH   $BMNR [--] ETH ETH    TVL 25M ETH - 31M ETH  DEX [--] Q4 $86B  $19B  Layer [--]  $100M $15M   roll up      Layer [--]   [--]     ETH  ' '  ' '   [--] [--] ETH     DAT  [--] [--] ETH     [--]     [--] ETH      2"  
[X Link](https://x.com/Gyujin_9701/status/2018546358094049484)  2026-02-03T04:45Z [----] followers, [----] engagements


"1) Roll up   &   L1 +  L2     Fusaka upgrade L2 L1    PeerDAS + BPO blob target L2   L2  L1     -         [--]  L2    blob pricing floor L1        ETH  ETH      https://twitter.com/i/web/status/2018546359868211319 https://twitter.com/i/web/status/2018546359868211319"  
[X Link](https://x.com/Gyujin_9701/status/2018546359868211319)  2026-02-03T04:45Z [----] followers, [---] engagements


"ETH            $crcl  😂 ( ) BREAKING: Vitalik just sold $1942300 worth of ETH. https://t.co/YcuFVESdq5 BREAKING: Vitalik just sold $1942300 worth of ETH. https://t.co/YcuFVESdq5"  
[X Link](https://x.com/Gyujin_9701/status/2018666347820163229)  2026-02-03T12:42Z [----] followers, [----] engagements


"$cifr [--]  6.375%   $iren    😁 *TALK: BLACK PEARL COMPUTE $2B NOTES 6.375%: BN CIFR looks to be pricing at 6.375% vs CRWV 9.25% APLD 9.25% and WULF 7.75%. Tighter spread reflects the A1-rated Amazon completion guarantee which covers construction cost overruns and eliminates the tenant walk-away risk *TALK: BLACK PEARL COMPUTE $2B NOTES 6.375%: BN CIFR looks to be pricing at 6.375% vs CRWV 9.25% APLD 9.25% and WULF 7.75%. Tighter spread reflects the A1-rated Amazon completion guarantee which covers construction cost overruns and eliminates the tenant walk-away risk"  
[X Link](https://x.com/Gyujin_9701/status/2019047753440215186)  2026-02-04T13:57Z [----] followers, [----] engagements


"$iren   ( ) Ai SaaS  workflow  SaaS  SaaS  Ai    zoom  workflow      Amd  Opex    +   ai capex [--]     ( ) Ai dc  ( btm dc    dc  )   Ai dc  ($cifr 2b [--]  )      Nfa https://twitter.com/i/web/status/2019166537803001875 https://twitter.com/i/web/status/2019166537803001875"  
[X Link](https://x.com/Gyujin_9701/status/2019166537803001875)  2026-02-04T21:49Z [----] followers, [----] engagements


"$IREN    $CIFR [--]  [---]    6.125%    $CIFR  $IREN    $CIFR Cipher Gets $13B Orders for $2B issue. Yield tightens to 6.125% from early indication 6.375%. https://t.co/4eOH6ElVNq $CIFR Cipher Gets $13B Orders for $2B issue. Yield tightens to 6.125% from early indication 6.375%. https://t.co/4eOH6ElVNq"  
[X Link](https://x.com/Gyujin_9701/status/2019190826673598818)  2026-02-04T23:26Z [----] followers, [----] engagements


"$iren         ai  (   )"  
[X Link](https://x.com/Gyujin_9701/status/2019537903194620082)  2026-02-05T22:25Z [----] followers, [----] engagements


"$bmnr          $iren     😭"  
[X Link](https://x.com/Gyujin_9701/status/2019624540415135755)  2026-02-06T04:09Z [----] followers, [----] engagements


"$iren  [--]   🤔"  
[X Link](https://x.com/Gyujin_9701/status/2019751295880470955)  2026-02-06T12:33Z [----] followers, [----] engagements


"$iren   (feat. )        "     AI    air-cooled GPU    ."   ai     .   $0.5b arr       horizon 5-10     Advancing design workstreams for potential conversion of entire 750MW Childress campus to liquid-cooled AI deployments  h5-10    childress    rollout    gpu ()      /ebitda   capex          "   GPU   . third-party      .         ."     .          ai    childress     (   ).  $0.4b arr    $0.1b arr   . [--] $0.5b    .       . ppt  dc         ai  . bull       .    dc    .    . Ai     .  capex   iren     .     ☺☺ $IREN finally heard what Ive been saying for months. The client requested a software"  
[X Link](https://x.com/Gyujin_9701/status/2020037705456054637)  2026-02-07T07:31Z [----] followers, 12.5K engagements


"$IREN   '  '    '       ' '    '  [--] [--]       .            hold         ☺ https://twitter.com/i/web/status/2020360749076595181 https://twitter.com/i/web/status/2020360749076595181"  
[X Link](https://x.com/Gyujin_9701/status/2020360749076595181)  2026-02-08T04:55Z [----] followers, 12.5K engagements


"$iren            $iren $msft       MS $1.94B prepayment . IREN gpu   MS   MS  prepayment  ;   capex      hyperscaler CapEx delay  binding contract      . build out   capex     $iren   hs   capex      https://t.co/dAi5vsq1FR https://t.co/dAi5vsq1FR"  
[X Link](https://x.com/Gyujin_9701/status/2020372294431109620)  2026-02-08T05:41Z [----] followers, 11.9K engagements


"$nbis                       $IREN 🔥 $NBIS DataOne has still not received the air permit for its gas engines at the Vineland data center The permit covers [--] Bergen engines with a combined [---] MW of power generation potential Until they stop triggering deficiencies the engines cannot be installed https://t.co/yvgTiMwdwR $NBIS DataOne has still not received the air permit for its gas engines at the Vineland data center The permit covers [--] Bergen engines with a combined [---] MW of power generation potential Until they stop triggering deficiencies the engines cannot be installed"  
[X Link](https://x.com/Gyujin_9701/status/2020430109564682454)  2026-02-08T09:30Z [----] followers, [----] engagements


"$NBIS  $IREN  $NBIS   $NBIS            AI  CapEx  CapEx     AI  CapEx  $NBIS     [----]             $NBIS  -----  [--]    1)  [---]  800MW [--] [--] 1.1GW   [--]     800MW GPU    IPP(UET Exigent energy) [--] ( PPA  [--] ) DC  [--]      [----]     Phase [--] : [--] 225-250MW [--] [--]  Phase [--] :  1.1GW [--] [--]   &   [--] [--]    [--] [--]    2) Vineland Dataone  DC DC  300MW    BTM . engine [--] 400MW  + Air permit     +( ) 3) Mantsala  25MW - 75MW     BTM      AI + PUE  Scale + 4) London UK London  MW gpu cluster  DC  5) Paris France  MW DC 6) Keflavik 10MW cluster  DC 7) 80MW  DC -- [--] 2.5GW    ------ 1.1GW + Vineland 0.3GW +  0.4GW"  
[X Link](https://x.com/Gyujin_9701/status/2020674486035698110)  2026-02-09T01:41Z [----] followers, [----] engagements


"@Tesla_Bit_King @rklb_invest"  
[X Link](https://x.com/Gyujin_9701/status/2020676573809213556)  2026-02-09T01:50Z [----] followers, [--] engagements


"@EvePool75670  $IREN  😆😆"  
[X Link](https://x.com/Gyujin_9701/status/2020682474016375049)  2026-02-09T02:13Z [----] followers, [---] engagements


"$IREN ARR AI    FY [--] press release footnote #3 " Prince George ARR [--] [--] [--] [--]  GPU  [----]  GPU //     " FY [--] earning call "  [--]     (Prince George) (Operational) " ----- [--] [--] AI ARR   GPU   [--] [--] $IREN press release footnote #3   ARR    GPU delivery     ' $0.4B ARR   operational '  [--] [--]  GPU         operational             $IREN 1) GPU   2) $IREN  GPU      [--]  $IREN  AI        [--]  [--]      GPU    . GPU   $IREN  GPU    GPU   . & GPU      (    preferred partner   )"  
[X Link](https://x.com/Gyujin_9701/status/2020745033033589144)  2026-02-09T06:22Z [----] followers, [----] engagements


"CapEx    $AMZN  $AMZN AWS   '  '   ROI         neural network  /    'AWS  $AMZN   ' AWS     . AWS sales $35.6B YoY 24%      .   $244B YoY +40% QoQ +22% YoY YoY QoQ      ' AI CapEx   '   ' [--]        '    FCF AI    heavy-CapEx   FCF    FCF             AWS 30%      CapEx  ROI     + build out   UBS  AWS YoY 38% [--]  $400B (YoY 64%)   bullish     AWS YoY 25%   backlog    YoY 40%     $15B AWS 1%   UBS   AWS    $AMZN  AWS       [--] FCF  AWS  FCF      FCF     heavy-CapEx   AWS       AI  [--]  CapEx                CapEx  FCF        '  .     NFA'"  
[X Link](https://x.com/Gyujin_9701/status/2020807958918275519)  2026-02-09T10:32Z [----] followers, [----] engagements


"$IREN        @jiahanjimliu    ----- (AWS Azure GCP )            AI    bare metal GPU + Kubernetes     (7080% )     ( )    GPU   LLM / GPU   / bare metal        (GPT DeepSeek bare metal OS custom inference runtime  ) GPU     Anthropic     Kubernetes   (Kubernetes      DevOps/SRE  ) Anthropic AI    Kubernetes ' '     AI     ( + bare metal IaaS)  .     bare metal GPU       10ms     ( bare metal GPU)     Fireworks AI $IREN  DeepSeek $CRWV    AI     $IREN    PaaS   bare metal GPU Kubernetes   Kubernetes-friendly    $IREN  (  DevOps/SRE GPU  /   )   $IREN  [--] [--] Senior software engineer You will"  
[X Link](https://x.com/Gyujin_9701/status/2020860498410115322)  2026-02-09T14:01Z [----] followers, [----] engagements


"@SpV_coin @genZinvest0r Hmm I think it would be better for you to re-listen the earning call. It seems like you haven't done much research on $IREN yet"  
[X Link](https://x.com/Gyujin_9701/status/2020861103962472521)  2026-02-09T14:03Z [----] followers, [---] engagements


"$IREN Anthropic   AI             1)     [----]      GPU/        2)  AI  bare metal GPU  .     GPU        3) 'bare metal GPU +  '  AI      .   AI     4)    . [--] kubernetes    [--]    5)  DC .     DC       DC 6) $IREN        AI  . $MSFT     $IREN"  
[X Link](https://x.com/Gyujin_9701/status/2021016459686936818)  2026-02-10T00:20Z [----] followers, [----] engagements


"$IREN ABS    S&P [---] :      /  A or A- Moody's :        20-25 [--] Bloomberg [--] ABS [--] [--] 23-25   A/A-   [--] 5.46% ----- $IREN x MSFT ABS  $IREN $9.7B [--]  $MSFT   S&P/Moody A     /     + +         ABS  [----] [--]   Horizon  /  cash flow track record        ABS collateral   (PV)   DCF    cash flow $1.94B [--] ABS  [--]  68% (MSFT AAA)  collateral poool  $5-7B  ABS  PV 100% collateralization  60-70%  $3B     H5-10     $4.5B 66%  $IREN  H1-4        H1-4      Reference) Data center ABS Risks yields and ratings (Charles River Associates December 2025)"  
[X Link](https://x.com/Gyujin_9701/status/2021030027249533288)  2026-02-10T01:14Z [----] followers, [----] engagements


"$TMDX      Q4 [--] Q4 [--]         / Gen3 OCS"  
[X Link](https://x.com/Gyujin_9701/status/2021085823278764185)  2026-02-10T04:56Z [----] followers, [---] engagements


"In that sense I used to think the most important thing was securing additional contracts with better economics but my perspective has changed. The real key is simply executing H1H4 on schedule and proving high-quality service. If that happens improved IRR will follow automatically and the bears will have nothing left to say. https://twitter.com/i/web/status/2021124577208959135 https://twitter.com/i/web/status/2021124577208959135"  
[X Link](https://x.com/Gyujin_9701/status/2021124577208959135)  2026-02-10T07:30Z [----] followers, 10.2K engagements


"$IREN   $MSFT  IRR 10% '5  '      . h1-4    . 10-Q      H1-4 GB300 TDP 1400W  200mw it load   gpu 130k   76k     gpu    .    200mw [-----]     .    NVIDIA GB300 GPU NVIDIA VR200 GPU      [--]  H1-4 [-----] gpu [--]   [--] [--] [--] [--]  h1 h2 [--]   [--] [--]    H1 gpu [--]  [--]   [--]     H1 uptime      h1 h2 gb300 [-----] h3 h4 vr200 [-----]   vr200       h4 vr200          1) uptime  2)  gpu    h4  topline  $iren         h1-4  uptime       msft       🔥🔥 $IREN GB300 or VR200 for $MSFT "The Microsoft agreement includes a hardware substitution clause that allows Microsoft to request replacing the originally planned NVIDIA GB300"  
[X Link](https://x.com/Gyujin_9701/status/2021147882619896037)  2026-02-10T09:03Z [----] followers, 12.2K engagements


"@mrmag314 @FransBakker9812 Additional prepayment & gpu financing For timing its probably worth reading the earnings call transcript closely"  
[X Link](https://x.com/Gyujin_9701/status/2021169638151729439)  2026-02-10T10:29Z [----] followers, [---] engagements


"$IREN BNP Paribas $IREN        [---]  BNP Paribas      '  + '          BNP Paribas who was previously one of $IRENs largest shareholders and sold out every last share last quarter at a sizable profit is now back in as of today with size 4.2M shares acquired. https://t.co/7xSnFzjP1U BNP Paribas who was previously one of $IRENs largest shareholders and sold out every last share last quarter at a sizable profit is now back in as of today with size 4.2M shares acquired. https://t.co/7xSnFzjP1U"  
[X Link](https://x.com/Gyujin_9701/status/2021349065695600854)  2026-02-10T22:22Z [----] followers, [----] engagements


"$IREN   [----] [--] [--]  S.9144 A.10141   3(3 + 90)  (20MW )        +      " ( ) "    New York ( 3) Virginia (2  ) Georgia (  ) Maryland (  /) Oklahoma ( [----] ) Vermont (  ) Michigan $IREN  BC Texas      1.6GW   [--] ramp up           $IREN   ' ' /   (  )               /             Six US states now have bills to pause data center construction. New York just introduced a three-year moratorium. Six US states now have bills to pause data center construction. New York just introduced a three-year moratorium"  
[X Link](https://x.com/Gyujin_9701/status/2021373080250220773)  2026-02-10T23:57Z [----] followers, [----] engagements


"25 [--] [--] $IREN  Price target $39     $IREN 3.6B GPU financing   [---]  [---]  MSCI    GPU financing $IREN        Price target    😆 Goldman with 7.3m shares of $IREN an increase of 5.1m shares during the quarter (233% increase). Same guys handling the 3.6b GPU financing package getting loaded to the tits eh What would they know that Dipshit Danny on X who keeps comparing colo to cloud doesn't Looking https://t.co/HNoIVab1vZ Goldman with 7.3m shares of $IREN an increase of 5.1m shares during the quarter (233% increase). Same guys handling the 3.6b GPU financing package getting loaded to the tits"  
[X Link](https://x.com/Gyujin_9701/status/2021393748958335253)  2026-02-11T01:20Z [----] followers, [----] engagements


"$NBIS $IREN       1) $MSFT $NBIS  GPU  . [--]  $IREN bull   [--]    2) $IREN $NBIS  uptime . h1-4 uptime  topline  3) $IREN $MSFT  GB300 VR200   .     4) $NBIS $MSFT bare metal GPU  $NBIS   https://twitter.com/i/web/status/2021424929355546897 https://twitter.com/i/web/status/2021424929355546897"  
[X Link](https://x.com/Gyujin_9701/status/2021424929355546897)  2026-02-11T03:23Z [----] followers, [---] engagements


".   [--]  $NBIS $IREN     Frontier AI lab bare metal GPU +-  .  AI        .   AI CapEx    $NBIS $IREN   https://twitter.com/i/web/status/2021433537724023173 https://twitter.com/i/web/status/2021433537724023173"  
[X Link](https://x.com/Gyujin_9701/status/2021433537724023173)  2026-02-11T03:58Z [----] followers, [---] engagements


"@bonjae3 . Fireworks AI $IREN bare metal GPU  $NBIS   "  
[X Link](https://x.com/Gyujin_9701/status/2021437883631186127)  2026-02-11T04:15Z [----] followers, [---] engagements


"@Spiralout_one @B__Digs Just keep doubting like that and the train will leave without you. They were saying the exact same things even before they signed the deal with $MSFT"  
[X Link](https://x.com/Gyujin_9701/status/2021541773793952071)  2026-02-11T11:08Z [----] followers, [--] engagements


"Of course you wouldn't want to jump in you have no idea what kind of era that the Bitcoin miner has been preparing for over the past seven years. Hyperscalers and frontier AI labs are racing to outspend each other in CapEx and if you think those negotiations are all smoke and mirrors. well I don't even know where to start. Wishing you successful investments https://twitter.com/i/web/status/2021543566892564492 https://twitter.com/i/web/status/2021543566892564492"  
[X Link](https://x.com/Gyujin_9701/status/2021543566892564492)  2026-02-11T11:15Z [----] followers, [--] engagements


"So if we dont hear about any additional contracts with hyperscalers Frontier AI labs or AI enterprises by April are you planning to significantly reduce your position Im assuming you set April as the benchmark because Sweetwater [--] energization is expected to be completed around then right Personally I think its reasonable to give IREN a bit more time at least through the first half of the year. https://twitter.com/i/web/status/2021758046029197489 https://twitter.com/i/web/status/2021758046029197489"  
[X Link](https://x.com/Gyujin_9701/status/2021758046029197489)  2026-02-12T01:27Z [----] followers, [---] engagements


"260203   $ABCL      $5-$7           ( ) [--] [--]      $ABCL    $ABVX $124  FOMO     $200      $110  $100    ( $ABVX   ) $TMDX         . [--------]   https://twitter.com/i/web/status/2018494321063067760 https://twitter.com/i/web/status/2018494321063067760"  
[X Link](https://x.com/Gyujin_9701/status/2018494321063067760)  2026-02-03T01:18Z [----] followers, [----] engagements


"SK         $IREN    ($IREN upside /  )       😂    [--]        GPU/      $IREN 😊      .  China to mass-produce HBM3 technology gap narrows from four years to three years. 🔥😱 Well this is a typical headline that sounds really important but actually isnt. Simply said it means that China is entering HBM3 in [----] where Korea was in [----]. But it doesnt take in China to mass-produce HBM3 technology gap narrows from four years to three years. 🔥😱 Well this is a typical headline that sounds really important but actually isnt. Simply said it means that China is entering HBM3 in [----] where Korea was"  
[X Link](https://x.com/Gyujin_9701/status/2020657900637794683)  2026-02-09T00:36Z [----] followers, 13.4K engagements


"$IREN      810MW                  ( DC software engineer )       GPU financing    $IREN      DC     $iren  horizon 5-10       + childress     horizon 5-10   $iren  horizon 5-10       + childress     horizon 5-10"  
[X Link](https://x.com/Gyujin_9701/status/2020883470621507805)  2026-02-09T15:32Z [----] followers, 10.4K engagements


"$bmnr [--]    [---].        ;                      😅 https://twitter.com/i/web/status/2021044117657243866 https://twitter.com/i/web/status/2021044117657243866"  
[X Link](https://x.com/Gyujin_9701/status/2021044117657243866)  2026-02-10T02:10Z [----] followers, [----] engagements


"$AMZN    $AMZN   🤔 1)  $iren  2)    $amzn"  
[X Link](https://x.com/Gyujin_9701/status/2021792954311156155)  2026-02-12T03:46Z [----] followers, 11K engagements


"@otskarerice $IREN $AMZN   🤣🤣"  
[X Link](https://x.com/Gyujin_9701/status/2021830123146866792)  2026-02-12T06:13Z [----] followers, [---] engagements


"' B '     'Gilead Sciences( )'   +  [--]        B  [--]            Gilead Science B    B   1) ( ) 2)  [--]  1) B  DNA    2)   B    (B      )        B  'HBV'  HBV   MHC    'CD8+ T'     HBV   ( )  T      T    T  '   ' https://twitter.com/i/web/status/2008750795622351255 https://twitter.com/i/web/status/2008750795622351255"  
[X Link](https://x.com/Gyujin_9701/status/2008750795622351255)  2026-01-07T04:01Z [----] followers, [---] engagements


"$abcl  $nuai  .  [--]    $abvx $nuai         $nuai        or               X    $iren       ()  $iren $nuai   (   )     https://twitter.com/i/web/status/2013656314929652068 https://twitter.com/i/web/status/2013656314929652068"  
[X Link](https://x.com/Gyujin_9701/status/2013656314929652068)  2026-01-20T16:54Z [----] followers, [----] engagements


"$ABCL   [--] [--] ABCL-635 [--]   [--] [--] JPM             $56   (    🔥🔥) https://twitter.com/i/web/status/2014139312821129492 https://twitter.com/i/web/status/2014139312821129492"  
[X Link](https://x.com/Gyujin_9701/status/2014139312821129492)  2026-01-22T00:53Z [----] followers, [----] engagements


"$ABCL     😆"  
[X Link](https://x.com/Gyujin_9701/status/2014348516592857414)  2026-01-22T14:44Z [----] followers, [----] engagements


"$ABCL      $abcl  dca     [--]      dca  😅  . https://twitter.com/i/web/status/2015060757818577292 https://twitter.com/i/web/status/2015060757818577292"  
[X Link](https://x.com/Gyujin_9701/status/2015060757818577292)  2026-01-24T13:54Z [----] followers, 10.8K engagements


"$ABCL      ABCL-635 oncology phase [--]   VMS  VMS        VMS           (   ) fezolinetant  VMS  [--]  elinzanetant  VMS  [--] . elinzanetant  VMS  / - VMS  .  elinzanetant vs  -   [--] : [----] vs -3.0( P0.001 ) [--] : [----] vs -4.2( P0.001 )  [--] : [-----] vs -4.1( P0.001 )   [--] : [----] vs -0.5( P0.001 )   (NK1R)  ( )    elinzanetant    VMS    .     VMS [----] $350M [----] $1.154B [----] $2.1B   TAM CAGR      VMS           30%   70% HR+  - VMS  50%    10%  .    VMS       TAM CAGR   fezolinetant elinzanetant  VMS       ---- ABCL-635 VMS    oncology    VMS [--]  ABCL-635 elinzanetant    .   (elinzanetant [--]   fezolinetant"  
[X Link](https://x.com/Gyujin_9701/status/2015743837634019549)  2026-01-26T11:09Z [----] followers, [----] engagements


"260127 $ABCL $ABCL      ABCL-635 VMS       elinzanetant      VMS ABCL-635         VMS    HR+  (70%)  [---]    +    [--] [--]  ABCL-635     elinzanetant                 😆 https://twitter.com/i/web/status/2015950057254879447 https://twitter.com/i/web/status/2015950057254879447"  
[X Link](https://x.com/Gyujin_9701/status/2015950057254879447)  2026-01-27T00:48Z [----] followers, [----] engagements


"260128       S&P500  ISA  KODEX S&P500 ETF/100 ETF [--]  ( $IREN) ( $TMDX) ( $ABCL) [--] ( $ABVX) ( $NUAI) [--]  (  .) $IREN [--]      [--]   [--]    S&P500 ETF          S&P500               (   .   🥲) https://twitter.com/i/web/status/2016377680019833199 https://twitter.com/i/web/status/2016377680019833199"  
[X Link](https://x.com/Gyujin_9701/status/2016377680019833199)  2026-01-28T05:07Z [----] followers, [----] engagements


"260131 $IREN $CRCL   [--]. $ABCL  +          -10%        +30+50%   [--]. $ABVX        $100    $CRCL     [--]   [--]. $TMDX  /  + [---] ETF        [--]. $NUAI     FID [--] [--]  [--]  FID       TCDC    New Mexico   [----]   GP/LP    BTM    (    )    😆 https://twitter.com/i/web/status/2017433679841390692 https://twitter.com/i/web/status/2017433679841390692"  
[X Link](https://x.com/Gyujin_9701/status/2017433679841390692)  2026-01-31T03:04Z [----] followers, [----] engagements


"$crcl      [--] $crcl $4354 (  )    $50 [--]   I really really like $CRCL at $54. Valuation has been completely reset back to $12B MC. Everyone was rushing to buy it back at $150-200 but at $54 it's a ghost town. USDC supply still $70B+ and I expect stablecoins to continue growing in usage. https://t.co/R2Habycf7d I really really like $CRCL at $54. Valuation has been completely reset back to $12B MC. Everyone was rushing to buy it back at $150-200 but at $54 it's a ghost town. USDC supply still $70B+ and I expect stablecoins to continue growing in usage. https://t.co/R2Habycf7d"  
[X Link](https://x.com/Gyujin_9701/status/2018808611594756327)  2026-02-03T22:07Z [----] followers, [----] engagements


": $iren   [--]. Gpu  $iren nvdia  hs $crwv $nbis  gpu    [--]. H5-10   gpu       gpu   ( [--] ) [--]. H5-10      capex . /     [--].      .      ----   ( ai )             ( gpu /capex + msft  + msft   gaas   ) [--]   Ceo    https://twitter.com/i/web/status/2020230225406353699 https://twitter.com/i/web/status/2020230225406353699"  
[X Link](https://x.com/Gyujin_9701/status/2020230225406353699)  2026-02-07T20:16Z [----] followers, [----] engagements


"iaas $iren $crwv $nbis      1)     build out            Iren dc  [--]  Nbis crwv   [--]  [--]   build out    $iren 2) iaas       ' ' .   dc    ' '     (  ) $iren :  4.5gw $crwv : 2.9gw $nbis : 1gw  $iren 4.5gw 810mw operation  ai  btc  retrofit dc fit out   . Sweetwater1 1.4gw [--] [--] energization.   [--] online  childress   risk  $crwv 2.9gw 1gw  sold out . 850mw  operation 1gw dc [--]  .   operation    $nbis 1gw capacity .  2.5gw  .    dc         upside  power dc   iren  land power        iaas      iren 3)  Bare metal gpu   . ai    ai   .    oracle iaas      ai capex    iren      iaas   uptime   msft   "  
[X Link](https://x.com/Gyujin_9701/status/2020256850764329234)  2026-02-07T22:02Z [----] followers, [----] engagements


"clarity act          $crcl [--].        [--].      [--].    usdc     [--]   [--]               usdc          Just Now on Maria Bartiromo 👀 Bessent sees the Clarity Act being passed in the Spring. https://t.co/xvv21kcaHI Just Now on Maria Bartiromo 👀 Bessent sees the Clarity Act being passed in the Spring. https://t.co/xvv21kcaHI"  
[X Link](https://x.com/Gyujin_9701/status/2021048854041579575)  2026-02-10T02:29Z [----] followers, 10.7K engagements


"$CRCL       USDC    $CRCL    USDC    RLDC   50% ( )   /     USDC      RLDC      'clarity act' .     $CRCL         $CRCL         $CRCL  CPN      .                          [--] [--] $CRCL         (  ) ---------- USDC $73.7B YoY( ) 108%  $740M YoY 66%   [--] [--] $CRCL         (  ) ---------- USDC $73.7B YoY( ) 108%  $740M YoY 66%"  
[X Link](https://x.com/Gyujin_9701/status/2021077303896440977)  2026-02-10T04:22Z [----] followers, [----] engagements


"$CRCL          USD1  '  '          USD1   USD1  $CRCL    1) USD1    $CRCL       $CRCL   USD1        USD1    $CRCL   $CRCL  USD1   USD1 $CRCL    2) USD1         $CRCL  +   USD1  -    $CRCL        ' '   $CRCL          $CRCL     $CRCL  + moat. [--] : WLFI     World Liberty Financial(WLFI)   .   60%  75%      [--] : WLFI     World Liberty Financial(WLFI)   .   60%  75%"  
[X Link](https://x.com/Gyujin_9701/status/2021103974531858648)  2026-02-10T06:08Z [----] followers, [----] engagements


"2.10 vs   $CRCL [----]               ' '   /           ' '                 ----  USDC         / clarity act    USD1                clarity act       /        $CRCL          $CRCL    ///// USDC          Cross-border           New: Here is a handout distributed at the White House's meeting today between banking and crypto reps on stablecoin yield (round 2). It lays out banking's red lines on yield. A source familiar described today's meeting as productive but also said "nothing was solved." It could https://t.co/fcvES9NeAK New: Here is a handout distributed at the White House's meeting today"  
[X Link](https://x.com/Gyujin_9701/status/2021419796856963387)  2026-02-11T03:03Z [----] followers, [----] engagements


"AI platforms paying a premium and stretching for deals is to me evidence of how brutally competitive this space has become. One of the comments on my post today claimed $NBIS is the next AWS.honestly that made me laugh. They need to beat Fireworks AI first before Id even begin to take that argument seriously. Like you said IRENs biggest risk is failing to land large customers outside of hyperscalers. But what IREN said on the earnings call that they have a baseline software capability and that theyre negotiating a multi billion dollar deal that requires software does a lot to reduce that"  
[X Link](https://x.com/Gyujin_9701/status/2021461359754608731)  2026-02-11T05:48Z [----] followers, [----] engagements


"Clarity Act      CEO     $CRCL 🔥🔥 💥BREAKING: Brian Armstrong after todays White House crypto talks: CRYPTO SHOWED UP READY TO WORK WE MADE PROGRESS. This is coordination not conflict. Washington just changed posture. $BTC $ETH $COIN https://t.co/DInuZS0hTt 💥BREAKING: Brian Armstrong after todays White House crypto talks: CRYPTO SHOWED UP READY TO WORK WE MADE PROGRESS. This is coordination not conflict. Washington just changed posture. $BTC $ETH $COIN https://t.co/DInuZS0hTt"  
[X Link](https://x.com/Gyujin_9701/status/2021546586996879427)  2026-02-11T11:27Z [----] followers, [----] engagements


"$CRCL Clarity Act   [--] [--] Clarity Act                ----- GENIUS Act        /    /      /   GENIUS Act      vs       CLARITY Act    SEC     CFTC  CFTC         GENIUS Act    /    (    )  CLARITY Act $ETH  $ETH        $ETH  ' '  '   '       $CRCL    .         USDC    . $ETH ' '  $CRCL    JUST IN: The White House has urged crypto companies and banks to reach a deal on the Clarity Act and Crypto Market Structure Bill by March 1st https://t.co/UJkZ3HXHIB JUST IN: The White House has urged crypto companies and banks to reach a deal on the Clarity Act and Crypto Market Structure Bill by March 1st"  
[X Link](https://x.com/Gyujin_9701/status/2021752962457211326)  2026-02-12T01:07Z [----] followers, [----] engagements


"If energy were to become abundant one day. I dont think that will happen anytime soon. Compared to AWS $NBIS still has significant shortcomings and there are many areas where it clearly falls short. I also dont think its software capabilities are anywhere near those of hyperscalers or leading AI labs. That said the execution $NBIS demonstrated today was certainly impressive. Its a good company. https://twitter.com/i/web/status/2021970748777378134 https://twitter.com/i/web/status/2021970748777378134"  
[X Link](https://x.com/Gyujin_9701/status/2021970748777378134)  2026-02-12T15:32Z [----] followers, [---] engagements


"$CRCL CFTC                    //   7-8  10-11  (//  ) +  +          CFTC     Clarity Act  vs          $CRCL  🔥🔥 Here is the full roster of the @CFTC Innovation Advisory Committee.👇 https://t.co/J8YwpXQ8I9 Here is the full roster of the @CFTC Innovation Advisory Committee.👇 https://t.co/J8YwpXQ8I9"  
[X Link](https://x.com/Gyujin_9701/status/2022223944078782634)  2026-02-13T08:18Z [----] followers, [----] engagements


"$IREN ARR vs $NBIS ARR   $IREN ARR   $IREN ARR under contract = GPU x $/GPU/1 x 8760(1) + /   ARR under contract $2.3B GPU   GPU $MSFT $1.94B + Prince George $0.4B = $2.3B  ARR  GPU    ARR  GPU  [--]     $IREN [--]  $3.4B ARR  . footnote $3.4B ARR ARR under contract  'GPU   '  [--] $3.4B ARR 140K GPU   140K GPU  //     ----- $NBIS ARR $NBIS ARR = [--]  [--] -----  $NBIS   170MW ARR = $1.25B $IREN [--]  460MW ARR = $3.4B    $IREN   $1.25B / [---] = $7.35M $3.4B / [---] = $7.39M  $NBIS ARR    x12   ARR GPU utilization 100%   GPU commissioning   [--]     MW ARR GPU  ARR    $NBIS GPU      -----   $IREN  $NBIS   .   "  
[X Link](https://x.com/Gyujin_9701/status/2022303940080177384)  2026-02-13T13:36Z [----] followers, [----] engagements


"$crcl   [--]  😂"  
[X Link](https://x.com/Gyujin_9701/status/2022332417705668865)  2026-02-13T15:29Z [----] followers, [----] engagements


"$abcl         .   sp500 😅😅"  
[X Link](https://x.com/Gyujin_9701/status/2019528403674878219)  2026-02-05T21:47Z [----] followers, [----] engagements


"$IREN MSCI  MSCI   ''   ETF/     MSCI /      ESG   [--] [--] [--] [--]   [--]   MSCI      $IREN   MSCI     MSCI        '   '        😁 https://twitter.com/i/web/status/2021376744616493254 https://twitter.com/i/web/status/2021376744616493254"  
[X Link](https://x.com/Gyujin_9701/status/2021376744616493254)  2026-02-11T00:12Z [----] followers, 13.2K engagements


"$IREN Short interest  13.52%       22%     ☺ $IREN Shorts update. Plenty of short covering as of the latest snapshot. 11M shares covered leading up to the end of January snapshot. Now 14% of float short. https://t.co/lgag7S2zGW $IREN Shorts update. Plenty of short covering as of the latest snapshot. 11M shares covered leading up to the end of January snapshot. Now 14% of float short. https://t.co/lgag7S2zGW"  
[X Link](https://x.com/Gyujin_9701/status/2021394536174584226)  2026-02-11T01:23Z [----] followers, [----] engagements


"$IREN  $NBIS          1)  moat  moat   2)  CapEx   $NBIS   $MSFT $META   3) Frontier AI lab bare metal GPU + orchestration  $NBIS full-stack PaaS  4) Frontier AI lab AI [--]      ------- $IREN power/energy moat   AI lab   AI    $NBIS  bare metal GPU  + / AI     $NBIS      Frontier AI lab CapEx    $IREN $NBIS           I swapped 1/3 of my $IREN to $NBIS this morning. I think I can sleep better at night.It will be better after I move 100% over. I swapped 1/3 of my $IREN to $NBIS this morning. I think I can sleep better at night.It will be better after I move 100% over"  
[X Link](https://x.com/Gyujin_9701/status/2021401241738412201)  2026-02-11T01:49Z [----] followers, 16.7K engagements


"@STwTCocy2EmCvE3   $NBIS     ramp up           😅"  
[X Link](https://x.com/Gyujin_9701/status/2022114067893354917)  2026-02-13T01:02Z [----] followers, [--] engagements


"GPU  GPU        👉    👉    Meta Platforms [---]  👉     👉 [--]     [--] Alphabet Amazon Meta Microsoft Oracle 👉 [--]  👉 [--]  CAPEX( )   ----- GPU   . [--]     GPU  GPU/hr  ( ) GPU   GPU    $IREN GPU  GPU   IRR  IaaS   ☺ The lengthening depreciation cycle and CAPEX HEAVY HYPERSCALER Balance sheet. Something most of us knew but had to defend. $META $GOOGL $IREN $NBIS $CRWV Compare that will railways $UNP which report depreciation as a stand-alone operating expense on the income statement From https://t.co/9j7yhekOrA The lengthening depreciation cycle and CAPEX HEAVY HYPERSCALER Balance sheet. Something"  
[X Link](https://x.com/Gyujin_9701/status/2022123798909329796)  2026-02-13T01:40Z [----] followers, [----] engagements


"$IREN Sweetwater [--] (600MW) : energization [----] [--] phase online [--]  [--] full online Oklahoma (1.6GW) : [--] energization [--]  online +         $IREN   online  ARR"  
[X Link](https://x.com/Gyujin_9701/status/2022128251880321433)  2026-02-13T01:58Z [----] followers, [----] engagements


"2627  [--] HBM HBM   HBM4 [--]  ramp up      40% HBM       HBM4   Rubin    [--]    [--]   CoWos CoWos    TSMC [--] - [--]  [--] ( / ) /    [--]     rubin       https://twitter.com/i/web/status/2022171027988717751 https://twitter.com/i/web/status/2022171027988717751"  
[X Link](https://x.com/Gyujin_9701/status/2022171027988717751)  2026-02-13T04:48Z [----] followers, [----] engagements


"🚨()  : Clarity Act   ' '   $ETH $BMNR $CRCL $BTC Trump White House says the Clarity Act will "unlock trillions" in Bitcoin and crypto purchases it's coming. https://t.co/XSEsl3gc6j Trump White House says the Clarity Act will "unlock trillions" in Bitcoin and crypto purchases it's coming. https://t.co/XSEsl3gc6j"  
[X Link](https://x.com/Gyujin_9701/status/2022462511908561137)  2026-02-14T00:06Z [----] followers, [----] engagements


"$CRCL JPMD     'JP    ' JP JPMD JPM      USD    /  /       L2   ' '   BNP Paribas    JPMD  /    .  cross-banck interoperability       $CRCL   🚨BREAKING: White House Crypto Adviser REVEALS JPMorgan Is Hiring Plenty of Digital Asset Positions Wall Street Going ALL-IN on Crypto 🤯🔥 During today's interview on @YahooFinance the White House crypto adviser @patrickjwitt was asked whether Jamie Dimon (CEO of https://t.co/dHcHwt3t3q 🚨BREAKING: White House Crypto Adviser REVEALS JPMorgan Is Hiring Plenty of Digital Asset Positions Wall Street Going ALL-IN on Crypto 🤯🔥 During today's interview on"  
[X Link](https://x.com/Gyujin_9701/status/2022470975263232140)  2026-02-14T00:40Z [----] followers, [----] engagements


"JPMD $CRCL  $CRCL Arc L1       USDC multi chain CCTP CPN    JPMD           $CRCL   ---- JPMD Permissioned  /DeFi          JPMD   Canton   '  ' JPMD    JPMD  ' '  ---- $CRCL   ' '      inflow   USDC  +        $CRCL         JPMD      $CRCL      https://twitter.com/i/web/status/2022470977473646723 https://twitter.com/i/web/status/2022470977473646723"  
[X Link](https://x.com/Gyujin_9701/status/2022470977473646723)  2026-02-14T00:40Z [----] followers, [---] engagements


"👀   Clarity Act    Clarity Act    CLARITY Act               😄 🚨BREAKING: White House to Host ANOTHER Crypto Meeting Next Week House PASSED Its Version of the CLARITY Act 🔥 In a new Yahoo Finance interview White House Crypto Adviser @patrickjwitt talked about the progress on CLARITY Act. 👀 The House passed the Clarity Act their https://t.co/3SEYhI7fNi 🚨BREAKING: White House to Host ANOTHER Crypto Meeting Next Week House PASSED Its Version of the CLARITY Act 🔥 In a new Yahoo Finance interview White House Crypto Adviser @patrickjwitt talked about the progress on CLARITY Act. 👀 The House"  
[X Link](https://x.com/Gyujin_9701/status/2022474970992087291)  2026-02-14T00:56Z [----] followers, [---] engagements


"$COIN CEO Brian Armstrong "      .  USDC    " "    ().         "        [--] Coinbase   $1.35B    43%  $CRCL     CLARITY Act $CRCL    CLARITY Act    / USDC    Coinbase     USDC   . Ironically if a crypto rewards ban went into law it would make us more profitable since we payout large amounts in rewards to our customers holding USDC. But we dont want this to happen its better for customers to get rewards and its better for the US to keep regulated Ironically if a crypto rewards ban went into law it would make us more profitable since we payout large amounts in rewards to our customers holding"  
[X Link](https://x.com/Gyujin_9701/status/2022477802747179334)  2026-02-14T01:07Z [----] followers, [---] engagements


"$IREN $NBIS $CRWV GPU   ARR   $NBIS $/GPU/hr  H100    reserved $2.00 H200 $2.30  on demand    H100 $2.95 H200 $3.50 B200  $5.50 on demand reserve 30%   $CRWV  on demand  [--] H100 $49.24 [--] H200 $50.44 [--] B200 $68.80 [--] H100 $6.155 [--] H200 $6.305 [--] B200 $8.6  8x GPU       [--] .   Lamda H100 $3.29 B200 $5.29 Together AI H100 $3.36 H200 $4.99       GPU/hr    ---- $IREN  GPU/hr  $IREN  GPU  ARR  $IREN  GPU/hr   [----] Hopper $30.6M ARR  $IREN  ARR   Hopper $1.8-2.2/hr  [----] GPU $195.6M ARR   $2.32.7/hr  [-----] /AMD $275M ARR   $2.42.8/hr  $IREN on demand       $NBIS B200 on demand    $5.3 30%  $3.7/GPU/hr  "  
[X Link](https://x.com/Gyujin_9701/status/2022494216551870621)  2026-02-14T02:12Z [----] followers, 10.1K engagements


"@AI_EnergyHub ARR     /AI native  "  
[X Link](https://x.com/Gyujin_9701/status/2022495667223216423)  2026-02-14T02:18Z [----] followers, [---] engagements


"@0xAthena_Z Clarity act will save Circle🔥"  
[X Link](https://x.com/Gyujin_9701/status/2022507716040908915)  2026-02-14T03:06Z [----] followers, [--] engagements


"$IREN $NBIS $CIFR $APLD $WULF Hbm          Ai     Ai      (Jevons paradox)  [----]  smr     ai dc    $IREN      $IREN  😎 https://twitter.com/i/web/status/2022662426257453447 https://twitter.com/i/web/status/2022662426257453447"  
[X Link](https://x.com/Gyujin_9701/status/2022662426257453447)  2026-02-14T13:21Z [----] followers, [----] engagements


"$ADBE  $264 AI  valuation         Adobe     (  ) Firefly AI     +  Adobe   AI   1520%  910% AI   Midjourney Sora Anthropic   Adobe narrative   PER 3050x  forward PER 1112x ( )   1825x     2030%    fundamentals  FCF yield 9% (cash cow ) AI upsellretention ARR 10%  DCF  $400$500 ( 50%+ upside) optimistic $700      [--]  : AI moat   Adobe AI   AI     ;            (     )      Nfa https://twitter.com/i/web/status/2022902882744565996 https://twitter.com/i/web/status/2022902882744565996"  
[X Link](https://x.com/Gyujin_9701/status/2022902882744565996)  2026-02-15T05:16Z [----] followers, [---] engagements


"$ADBE                    ai [--] [--]    ;;         $ADBE  $264 AI  valuation         Adobe     (   $ADBE  $264 AI  valuation         Adobe     ("  
[X Link](https://x.com/Gyujin_9701/status/2022904501238181969)  2026-02-15T05:23Z [----] followers, [---] engagements

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