# ![@HaydnBCole Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1751154863776362496.png) @HaydnBCole Haydn Cole

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

### Engagements: [-----] [#](/creator/twitter::1751154863776362496/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1751154863776362496/c:line/m:interactions.svg)

- [--] Week [---] -86%
- [--] Month [-----] -13%
- [--] Months [------] +1,815%
- [--] Year [------] +805%

### Mentions: [--] [#](/creator/twitter::1751154863776362496/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1751154863776362496/c:line/m:posts_active.svg)

- [--] Months [---] +933%
- [--] Year [---] +625%

### Followers: [------] [#](/creator/twitter::1751154863776362496/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1751154863776362496/c:line/m:followers.svg)

- [--] Week [---] +2.40%
- [--] Month [---] +14%
- [--] Months [---] +41%
- [--] Year [---] -63%

### CreatorRank: [---------] [#](/creator/twitter::1751154863776362496/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1751154863776362496/c:line/m:influencer_rank.svg)

### Social Influence

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

**Social topic influence**
[$crwv](/topic/$crwv) #140, [$iren](/topic/$iren), [$nbis](/topic/$nbis), [$nvda](/topic/$nvda), [ai](/topic/ai), [$corz](/topic/$corz), [nvda](/topic/nvda), [$nak](/topic/$nak), [bullish](/topic/bullish), [bitcoin](/topic/bitcoin)

**Top accounts mentioned or mentioned by**
[@edgeofpower](/creator/undefined) [@epictrades1](/creator/undefined) [@aleabitoreddit](/creator/undefined) [@agrippainv](/creator/undefined) [@jrouldz](/creator/undefined) [@pennyether](/creator/undefined) [@jgnuke](/creator/undefined) [@rhouseresearch](/creator/undefined) [@repzdacanes](/creator/undefined) [@rjccapital](/creator/undefined) [@umbisam](/creator/undefined) [@jiahanjimliu](/creator/undefined) [@babyfolio](/creator/undefined) [@grok](/creator/undefined) [@josef21m](/creator/undefined) [@northstarcharts](/creator/undefined) [@dariocpx](/creator/undefined) [@moninvestor](/creator/undefined) [@livyresearch](/creator/undefined) [@coreweave](/creator/undefined)

**Top assets mentioned**
[CoreWeave, Inc (CRWV)](/topic/$crwv) [Iris Energy Limited (IREN)](/topic/$iren) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Core Scientific, Inc. Common Stock (CORZ)](/topic/$corz) [Bitcoin (BTC)](/topic/bitcoin) [Microsoft Corp. (MSFT)](/topic/$msft) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [BITMINE IMMERSION TECH (BMNR)](/topic/$bmnr) [Super Micro Computer, Inc. Common Stock (SMCI)](/topic/$smci) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Tesla, Inc. (TSLA)](/topic/$tsla) [Metadium (META)](/topic/$meta) [Applied Optoelectronics, Inc. (AAOI)](/topic/$aaoi) [MARA Holdings, Inc. (MARA)](/topic/$mara) [Credit Suisse Group (CS)](/topic/credit-suisse) [GRAIL, Inc. Common Stock (GRAL)](/topic/$gral) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Duolingo, Inc.  (DUOL)](/topic/$duol) [retard to retired (R/R)](/topic/$rr)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@bamthemexican @BenWerkman @ShayneOnChayne Exactly. No one thought there was this much institutional demand. Which was really dumb. Why would Black Rock go to all the trouble to work with the SEC ad nauseam if there wasnt clear indication of a massive payoff It was a huge amount of career risk for Larry Fink"  
[X Link](https://x.com/HaydnBCole/status/1765695608117997651)  2024-03-07T11:06Z [---] followers, [--] engagements


"@penny_ether @youngmogul4life @Umbisam @Lacabra_Capital Thats a good thought What is the variance around implied volatility for bitcoin miners over a four year period of time Do you have a database for that"  
[X Link](https://x.com/HaydnBCole/status/1776293010847776990)  2024-04-05T16:57Z [--] followers, [---] engagements


"@DrPetar_Serbia This analysis is interesting but overlooks an even simpler valuation principle the liquidation of the companys balance sheet. Conservatively $MARA is worth over $4 a share. It would also be more convincing if the industry group you show included one other bitcoin miner"  
[X Link](https://x.com/HaydnBCole/status/1780901336172593550)  2024-04-18T10:09Z [---] followers, [---] engagements


"@DrPetar_Serbia It is clear you have done quite a lot of work and research. I am certainly not trying to offend. The simplest explanation can be the most powerful (first principles). if the liquidation value of a company is higher than a DCF model the liquidation value is better; its cash today"  
[X Link](https://x.com/HaydnBCole/status/1781153778747503048)  2024-04-19T02:52Z [---] followers, [--] engagements


"@RockyInvest84 @Invst_Informant Its all about the future. Who can add capacity quickly at the best price The marginal analysis hinges on If scale helps ( $MARA ) or If scale hurts ( $CLSK ) Unlocking stranded energy globally feels p big"  
[X Link](https://x.com/HaydnBCole/status/1782668029454659671)  2024-04-23T07:09Z [---] followers, [---] engagements


"@Jake__Wujastyk Superstonk fav: $GME"  
[X Link](https://x.com/HaydnBCole/status/1804563987918377120)  2024-06-22T17:15Z [---] followers, [--] engagements


"@clubchamp21 def. MOC was enormous for $NVDA and some aggressive short dated call buying as well"  
[X Link](https://x.com/HaydnBCole/status/1837559270860378412)  2024-09-21T18:27Z [---] followers, [---] engagements


"@Mr_Derivatives they'll catch up quick short vix long nvda"  
[X Link](https://x.com/HaydnBCole/status/1837639114646036984)  2024-09-21T23:44Z [---] followers, [---] engagements


"@ASchulz888 @kelp_feeder @orrdavid @CerebrasSystems @GroqInc The virtuous cycle and lead that NVDA has gives them significant advantages that cannot be easily replicated at lower scales or R&D budgets let alone the concentration of talent and firm culture. Why feed the bears"  
[X Link](https://x.com/HaydnBCole/status/1837646607140962439)  2024-09-22T00:14Z [---] followers, [---] engagements


"@ThePutBull @Banana3Stocks Not unlike the semis chart looking for a catalyst and between $MU and PCE i think its possible we see 125"  
[X Link](https://x.com/HaydnBCole/status/1838023282437558440)  2024-09-23T01:11Z [---] followers, [---] engagements


"@TheCrypto_203 @jmfinvestments @StockSavvyShay if you paid less than 1% of your mortgage would you consider that you owned more equity than the lender Of course not so why conflate importance of these small sales by comparison to Huang's actual equity stake"  
[X Link](https://x.com/HaydnBCole/status/1838387943221669892)  2024-09-24T01:20Z [---] followers, [--] engagements


"@The_RockTrading I think finance a lot is overstating super microcomputer is importance to Nvidia"  
[X Link](https://x.com/HaydnBCole/status/1839401102162481191)  2024-09-26T20:26Z [---] followers, [---] engagements


"@OLineTrading I look at mainstream trades like $TSLA and $NVDA. $NVDA is my biggest position rn from rolling call profits into a leap call option. I have a lotto in $U lol. I was following $BABA and $JD but took no position"  
[X Link](https://x.com/HaydnBCole/status/1839766017607598207)  2024-09-27T20:36Z [---] followers, [---] engagements


"@TradableThesis That said I doubt the $SMCI situation goes that deep. We really dont know if were looking at aggressive accounting practices or fraud. Fraud is very uncommon. I am not smart enough to figure it out based on history or available info"  
[X Link](https://x.com/HaydnBCole/status/1840491430684536875)  2024-09-29T20:38Z [---] followers, [---] engagements


"@zachistrading @Sarky_G Some not all many skeptics remain"  
[X Link](https://x.com/HaydnBCole/status/1840631229936230612)  2024-09-30T05:54Z [---] followers, [--] engagements


"@zachistrading @Sarky_G out of curiosity what makes you bearish $NVDA"  
[X Link](https://x.com/HaydnBCole/status/1840858637381603450)  2024-09-30T20:57Z [---] followers, [--] engagements


"@SBZung Exactly its basically like another earnings call cant predict the impact in advance without MNPI"  
[X Link](https://x.com/HaydnBCole/status/1843745351133737222)  2024-10-08T20:08Z [---] followers, [---] engagements


"@InvestiBrew All of [----] production is sold out"  
[X Link](https://x.com/HaydnBCole/status/1846355668552339774)  2024-10-16T01:01Z [---] followers, [--] engagements


"@InvestiBrew Many investors worry about stocks when they are priced to perfection. The truth is more complex. There is oversupply in the Chip industry for industrial and automotive applications however the Highest value components for AI builds are still in short supply"  
[X Link](https://x.com/HaydnBCole/status/1846532960389943753)  2024-10-16T12:45Z [---] followers, [--] engagements


"@FinanceLancelot https://x.com/HaydnBCole/status/1846533289323962614 @InvestiBrew This dynamic while strange is well documented. https://t.co/3l2ql3IREN https://x.com/HaydnBCole/status/1846533289323962614 @InvestiBrew This dynamic while strange is well documented. https://t.co/3l2ql3IREN"  
[X Link](https://x.com/HaydnBCole/status/1846551086150115652)  2024-10-16T13:57Z [---] followers, [--] engagements


"@FinanceLancelot $ASML CEO on the same topic. The read through to AI is there is no slow down. https://x.com/AnthPB/status/1846387789987790897 @CCM_Brett RE: "I thought there was 'unlimited' demand for AI chips" (https://t.co/7FoXKRUB8G) From the CEO's comments (https://t.co/JIGvUqp2xo $asml): "While there continue to be strong developments and upside potential in AI other market segments are taking longer to recover" https://t.co/cS8eMwKIrK https://x.com/AnthPB/status/1846387789987790897 @CCM_Brett RE: "I thought there was 'unlimited' demand for AI chips" (https://t.co/7FoXKRUB8G) From the"  
[X Link](https://x.com/HaydnBCole/status/1846554921862070744)  2024-10-16T14:12Z [---] followers, [---] engagements


"@InvestorTechie any thoughts here sir looks close to a breakout level w/earnings tuesday"  
[X Link](https://x.com/HaydnBCole/status/1848077839087628382)  2024-10-20T19:04Z [---] followers, [--] engagements


"@JackMenshaw @Protoplasmology @TrendSpider Bears have become insane. They think every technology company that is associated with AI is a fraud all the way up to $MSFT"  
[X Link](https://x.com/HaydnBCole/status/1848109313706856878)  2024-10-20T21:09Z [---] followers, [--] engagements


"@InvestorTechie $NSC. the chart is setting up for a breakout"  
[X Link](https://x.com/HaydnBCole/status/1848145387997343908)  2024-10-20T23:32Z [---] followers, [--] engagements


"@RealDinoCapital also as an FYI they have not actually scheduled their earnings release or quarterly conference call - https://ir.supermicro.com/events-and-presentations/default.aspx https://ir.supermicro.com/events-and-presentations/default.aspx"  
[X Link](https://x.com/HaydnBCole/status/1848418697548828708)  2024-10-21T17:38Z [---] followers, [--] engagements


"@RealDinoCapital they have earnings. they have not scheduled their earnings release. Investing requires attention to detail believing something is a fraud is not the same as it being so. If it were clear the company's stock would be worthless"  
[X Link](https://x.com/HaydnBCole/status/1848434703621079535)  2024-10-21T18:42Z [---] followers, [--] engagements


"@RealDinoCapital @HindenburgRes Do you know Hindenburg is still short or did they cover What do you know vs what do you think you know We know Hindenburg believes they are round tripping channel stuffing and that they are a fraud risk. We know $SMCI are testing their internal controls"  
[X Link](https://x.com/HaydnBCole/status/1848436452906106910)  2024-10-21T18:49Z [---] followers, [---] engagements


"@Prof_heist yeah the $SMCI bears will hate you for this Prof. but many others myself included appreciate your work"  
[X Link](https://x.com/HaydnBCole/status/1848461980354662431)  2024-10-21T20:30Z [---] followers, [----] engagements


"@pdicarlotrader I'm looking at 180-200 but the broader equity market needs to get moving as well"  
[X Link](https://x.com/HaydnBCole/status/1848856839112560784)  2024-10-22T22:39Z [---] followers, [---] engagements


"@LHSummers so are we benchmarking the failure or success of policy to daily changes in the equity market Appreciate the perspective"  
[X Link](https://x.com/HaydnBCole/status/1909634130112885172)  2025-04-08T15:47Z [--] followers, [---] engagements


"@MarkBCars macro outlook has nothing to do with the company. Trading it short term is just a reflection of the tariff/China trade war headlines"  
[X Link](https://x.com/HaydnBCole/status/1910465521327169776)  2025-04-10T22:50Z [--] followers, [--] engagements


"@TradexWhisperer seems like its coming soon if you take Bessent's comments as any indication of progress. We'll see"  
[X Link](https://x.com/HaydnBCole/status/1914846212160671855)  2025-04-23T00:58Z [--] followers, [--] engagements


"@FinanceLancelot try again bruv bear market canceled"  
[X Link](https://x.com/HaydnBCole/status/1922061895084761408)  2025-05-12T22:50Z [--] followers, [--] engagements


"@DarioCpx SoftBank is probably right"  
[X Link](https://x.com/HaydnBCole/status/1925883082306994355)  2025-05-23T11:54Z [--] followers, [---] engagements


"@dannycheng2022 @great_martis Exactly diamond patterns can go either way. Look at peter brandts $tsla chart from last year"  
[X Link](https://x.com/HaydnBCole/status/1936009129706881466)  2025-06-20T10:32Z [---] followers, [--] engagements


"@AP_stocks They smol"  
[X Link](https://x.com/HaydnBCole/status/1937733784947843095)  2025-06-25T04:45Z [---] followers, [---] engagements


"@teambullish95 any press release"  
[X Link](https://x.com/HaydnBCole/status/1939801877979570620)  2025-06-30T21:43Z [---] followers, [--] engagements


"@epictrades1 why would you do this. so investors think you are even more disconnected/worthless. Just give up HSBC thanks for playing tho"  
[X Link](https://x.com/HaydnBCole/status/1945585291290448105)  2025-07-16T20:44Z [---] followers, [--] engagements


"@kakashiii111 Once its 15-20T in market cap sure"  
[X Link](https://x.com/HaydnBCole/status/1946041494072139865)  2025-07-18T02:57Z [---] followers, [--] engagements


"@Opinion8dCrypto Its fair from my pov to suggest you correctly discerned it was not worth the political capital to rescind the veto. That said making the court decide is the best outcome imo just not what folks were hoping for and explains much of todays volatility"  
[X Link](https://x.com/HaydnBCole/status/1946111369889141075)  2025-07-18T07:34Z [---] followers, [--] engagements


"@YellowLabLife the execs exercising is normal when their options are in the money especially right before expiry. On paper they hold share now worth 40% vs earlier this week. The timing is a bad look comes at investors expense but at the same time its not that much money in comp"  
[X Link](https://x.com/HaydnBCole/status/1946188032685535347)  2025-07-18T12:39Z [---] followers, [----] engagements


"@YellowLabLife Retail will dump they started yesterday. We agree on this p. The retail investors in this trade are the noise not the signal. If they lose money its part of buying hopium. you have to have conviction in high risk investing not hope"  
[X Link](https://x.com/HaydnBCole/status/1946208163679658488)  2025-07-18T13:59Z [---] followers, [---] engagements


"@JasePosehn @Kaspasinceday1 Man I would just wait and see youre never gonna figure out whats happening in the cloak and dagger/closed door negotiations"  
[X Link](https://x.com/HaydnBCole/status/1946233546575614019)  2025-07-18T15:40Z [---] followers, [--] engagements


"@raseru99 @finance_daniel @JodyLutz4 @grok please explain how rule 10b5-1 works in the context of northern dynasty's recent insider transactions"  
[X Link](https://x.com/HaydnBCole/status/1946273391847018531)  2025-07-18T18:18Z [---] followers, [--] engagements


"@AlanRottersman @DanielTNiles On super micro its much simpler; theres no read through to DC capex or the competitive environment. Wall Street got a little over their skis as there was a little more pain from tariffs/macro headwinds than was priced in"  
[X Link](https://x.com/HaydnBCole/status/1952923305578774704)  2025-08-06T02:42Z [---] followers, [--] engagements


"@rafoholic @1CoastalJournal Lol exactly. Dude is calling cash flow fraudulent. Will fry"  
[X Link](https://x.com/HaydnBCole/status/1956179602990157838)  2025-08-15T02:22Z [---] followers, [--] engagements


"@DNV99999 Not comparable bruv"  
[X Link](https://x.com/HaydnBCole/status/1959777019782152467)  2025-08-25T00:37Z [---] followers, [---] engagements


"@mvcinvesting $pgen"  
[X Link](https://x.com/HaydnBCole/status/1959960848677384227)  2025-08-25T12:47Z [---] followers, [---] engagements


"@TradexWhisperer Imagine the dividend growth model/valuation 🤑"  
[X Link](https://x.com/HaydnBCole/status/1962337792366703047)  2025-09-01T02:12Z [---] followers, [---] engagements


"@Mojo_flyin Would you sell $AMZN after launching AWS Magnetar may sell here and there but theyll be very long neo cloud for a while yet"  
[X Link](https://x.com/HaydnBCole/status/1962836312450281613)  2025-09-02T11:13Z [---] followers, [---] engagements


"@moninvestor @proof_of_thermo IF they can scale and acquire hundreds of thousands of GPUs. Will take 2-3 years well see I dont think $NVDA will give up $CRWV s leadership in neo cloud so easily"  
[X Link](https://x.com/HaydnBCole/status/1962837128724766770)  2025-09-02T11:16Z [---] followers, [---] engagements


"@edge_of_power $NBIS is easily a better long: 1) deep expertise in the AI infra space/proven operator 2) more cash on hand and more ARR 3) enormous GPU fleet and NVDA partnership/backing"  
[X Link](https://x.com/HaydnBCole/status/1963041741944033465)  2025-09-03T00:49Z [---] followers, [---] engagements


"@GlobalCollapse Its going to go through third offer is usually the final offer"  
[X Link](https://x.com/HaydnBCole/status/1963327276986114501)  2025-09-03T19:44Z [---] followers, [--] engagements


"@GlobalCollapse I dont see it as bad for $CORZ. Will create way more upside in 5-7 years than Core Scientific was likely to return to shareholders. Base case for $CRWV is a CAGR of 11-12% upside is more like CAGR of 40%"  
[X Link](https://x.com/HaydnBCole/status/1963328879424057435)  2025-09-03T19:50Z [---] followers, [---] engagements


"@RepzdaCanes I would hardly characterize Core Scientifics Hedge fund investors as titans"  
[X Link](https://x.com/HaydnBCole/status/1963626184773624194)  2025-09-04T15:32Z [---] followers, [---] engagements


"@RepzdaCanes Two seas Lol"  
[X Link](https://x.com/HaydnBCole/status/1963629804583870926)  2025-09-04T15:46Z [---] followers, [--] engagements


"@RepzdaCanes Beating against $NVDA s largest portfolio company is a mistake"  
[X Link](https://x.com/HaydnBCole/status/1963630300988113047)  2025-09-04T15:48Z [---] followers, [--] engagements


"@JG_Nuke Not sure who youre referring to as degens Magnetar"  
[X Link](https://x.com/HaydnBCole/status/1963637736587333998)  2025-09-04T16:18Z [---] followers, [--] engagements


"@JG_Nuke I'd bet if the insiders stop selling similar to when Jensen was selling his $NVDA stock last fall and the stock traded below $100 that $CRWV rallies"  
[X Link](https://x.com/HaydnBCole/status/1963650551985705278)  2025-09-04T17:09Z [---] followers, [---] engagements


"@LootDropCapital @proof_of_thermo @RHouseResearch exactly. Will happen regardless of the all stock deal"  
[X Link](https://x.com/HaydnBCole/status/1963722331148407069)  2025-09-04T21:54Z [---] followers, [--] engagements


"@JG_Nuke https://investors.coreweave.com/financials/sec-filings/default.aspx https://investors.coreweave.com/financials/sec-filings/default.aspx"  
[X Link](https://x.com/HaydnBCole/status/1963723159615787278)  2025-09-04T21:57Z [---] followers, [--] engagements


"@GassionGreta I wouldn't count $crwv out just yet look up selling just about over and demand signals continue to exceed expectations"  
[X Link](https://x.com/HaydnBCole/status/1963962075752870213)  2025-09-05T13:47Z [---] followers, [---] engagements


"@AJacksonHole no signals more demand for GPU/capacity. Super bullish for AI infra"  
[X Link](https://x.com/HaydnBCole/status/1965199004343697694)  2025-09-08T23:42Z [---] followers, [--] engagements


"@AJacksonHole https://x.com/mvcinvesting/status/1965197575411167565 Important detail from the press release on $NBIS' multibillion-dollar deal with Microsoft: "Im happy toannounce the first ofthese contracts and Ibelieve there are more tocome." Founder & CEO Arkady Volozh During the last earnings call he noted: We have nearly https://t.co/Rz9D17d3ZB https://x.com/mvcinvesting/status/1965197575411167565 Important detail from the press release on $NBIS' multibillion-dollar deal with Microsoft: "Im happy toannounce the first ofthese contracts and Ibelieve there are more tocome." Founder & CEO"  
[X Link](https://x.com/HaydnBCole/status/1965200975339405809)  2025-09-08T23:49Z [---] followers, [---] engagements


"@AJacksonHole generally investors are not getting the demand picture right so if you are seeing that clearly I think you'll also see $CRWV is asymmetric to the upside not the other way around"  
[X Link](https://x.com/HaydnBCole/status/1965225636534083762)  2025-09-09T01:27Z [---] followers, [---] engagements


"@LivyResearch Sure. $NVDA will leave $CRWV out to dry. Makes sense"  
[X Link](https://x.com/HaydnBCole/status/1965487497879892278)  2025-09-09T18:48Z [---] followers, [---] engagements


"@RepzdaCanes @Core_Scientific @CoreWeave @_Adam_Sullivan1 its going to close. make peace with it"  
[X Link](https://x.com/HaydnBCole/status/1965560371865076077)  2025-09-09T23:38Z [---] followers, [---] engagements


"@RepzdaCanes Interesting lots of coreweave shorts covering as the stock bottomed out"  
[X Link](https://x.com/HaydnBCole/status/1966215415367086500)  2025-09-11T19:01Z [---] followers, [--] engagements


"@GlobalCollapse you can work out the timing. The point is any option can be recreated synthetically as proven by black scholes. So if youre that bullish long term on $IREN you don't need a LEAP to create the same upside or greeks"  
[X Link](https://x.com/HaydnBCole/status/1966322481649553804)  2025-09-12T02:06Z [---] followers, [---] engagements


"@RHouseResearch @mvcinvesting and Neo Cloud overall esp $CRWV $NBIS $ALAB $CRDO and others"  
[X Link](https://x.com/HaydnBCole/status/1966496706679222479)  2025-09-12T13:38Z [---] followers, [---] engagements


"@TradeWithD_ Institutions dont trade every day. This is just machines"  
[X Link](https://x.com/HaydnBCole/status/1966540888420557056)  2025-09-12T16:34Z [---] followers, [--] engagements


"@TradeWithD_ To each his own. Are you short here I accumulated a long-term position in the 80s adding heavily the last [--] days when it broke below [---]. The AWS opportunity for neo cloud providers is not unique to Nebius"  
[X Link](https://x.com/HaydnBCole/status/1966542654075703374)  2025-09-12T16:41Z [---] followers, [--] engagements


"@origoinvest @kurtsaltrichter well if you are short this stuff GL to you sir"  
[X Link](https://x.com/HaydnBCole/status/1968316141555851370)  2025-09-17T14:08Z [---] followers, [--] engagements


"@DelB0yTr0tter Iren has a long way to go to prove they can operate at Coreweaves scale and win hyperscaler customers relationships. Execution matters not just power"  
[X Link](https://x.com/HaydnBCole/status/1968974963529941185)  2025-09-19T09:46Z [---] followers, [--] engagements


"@vasilist @FransBakker9812 no the hype train can go alot further imho"  
[X Link](https://x.com/HaydnBCole/status/1969466830155608561)  2025-09-20T18:20Z [---] followers, [--] engagements


"@vasilist @FransBakker9812 recall my view is $IREN will not trade to $PLTR multiple of [---] times earnings. still sub [---] times rn. https://x.com/HaydnBCole/status/1967310325654639056 @vasilist This level of hype is almost insane enough to short the stock. $IREN will never trade at PLTR's current multiple of [------] times earnings. Mark it. https://x.com/HaydnBCole/status/1967310325654639056 @vasilist This level of hype is almost insane enough to short the stock. $IREN will never trade at PLTR's current multiple of [------] times earnings. Mark it"  
[X Link](https://x.com/HaydnBCole/status/1969469666889175342)  2025-09-20T18:32Z [---] followers, [---] engagements


"@yusufhameed @DiscernedEd exactly RJ is still super long $PGEN"  
[X Link](https://x.com/HaydnBCole/status/1969910918219014545)  2025-09-21T23:45Z [---] followers, [---] engagements


"@kashyap286 It's hate for these stocks that comes through posts like this one that illustrates the AI driven bull market is still very young"  
[X Link](https://x.com/HaydnBCole/status/1970249963411230788)  2025-09-22T22:12Z [---] followers, [---] engagements


"@Umbisam Probably overvalued still. But could go a lot higher before it becomes a great short. $IREN will never be like $CRWV or $NBIS"  
[X Link](https://x.com/HaydnBCole/status/1971758965345427691)  2025-09-27T02:09Z [---] followers, [----] engagements


"@Dragobbbb @jiahanjimliu @RHouseResearch @connorking_ @RemindMe_OfThis Bruv $IREN is not all that; tons of execution risk and [--] top AI hyperscaler customers. Its a good spec but its not a long term investment on par with $NBIS or $CRWV"  
[X Link](https://x.com/HaydnBCole/status/1971885072887566376)  2025-09-27T10:30Z [---] followers, [---] engagements


"@stevengiann @Umbisam Its hard to scale neo cloud. Its hard to catch up/close a 6-12 month lead which is understating $CRWV & $NBIS lead. Its hard to win Hyperscaler Customer relationships. its better than mining bitcoin and if they can scale to over a 100K gpu in a year thatd be progress"  
[X Link](https://x.com/HaydnBCole/status/1971888883148423370)  2025-09-27T10:45Z [---] followers, [---] engagements


"@RHouseResearch Exactly right. The $IREN pumpers are in for it"  
[X Link](https://x.com/HaydnBCole/status/1972082064666280315)  2025-09-27T23:32Z [---] followers, [---] engagements


"@OracleNYSE please think on or refer to folks who actually understand the AI paradigm"  
[X Link](https://x.com/HaydnBCole/status/1973097720651948140)  2025-09-30T18:48Z [---] followers, [---] engagements


"@A_Najumi p small for $CRWV"  
[X Link](https://x.com/HaydnBCole/status/1973532003623641545)  2025-10-01T23:34Z [---] followers, [---] engagements


"@yianisz $IREN still yet to be proven"  
[X Link](https://x.com/HaydnBCole/status/1973698651202769210)  2025-10-02T10:36Z [---] followers, [---] engagements


"@JG_Nuke Imagine how much higher it would be without this selling Once insiders do reduce or end their selling the stock is probably heading over $200"  
[X Link](https://x.com/HaydnBCole/status/1974158509135876458)  2025-10-03T17:04Z [---] followers, [---] engagements


"@thekriskay $CRWV's backlong is much higher by now. Key"  
[X Link](https://x.com/HaydnBCole/status/1974159018982846594)  2025-10-03T17:06Z [---] followers, [---] engagements


"@matt59606024 Id take that bet. $Crwv is about to rip"  
[X Link](https://x.com/HaydnBCole/status/1974288780111851923)  2025-10-04T01:41Z [---] followers, [---] engagements


"@babyfolio @ZkPercipio @AlvaroMysterio I mean OpenAI described $CRWV as indispensable"  
[X Link](https://x.com/HaydnBCole/status/1974289583924994247)  2025-10-04T01:44Z [---] followers, [---] engagements


"@LiebermanAustin Not with $NVDA as a major backer and OpenAI as the anchor customer. Not to mention the enormous lead Coreweave Nebius and a few others have. Details are key when figuring out valuations"  
[X Link](https://x.com/HaydnBCole/status/1974515880718729500)  2025-10-04T16:44Z [---] followers, [--] engagements


"@mvcinvesting Its super interesting how divergent DA Davidsons views are on $NBIS and $CRWV. We are along both names with a lean to $NBIS"  
[X Link](https://x.com/HaydnBCole/status/1974563356670677150)  2025-10-04T19:52Z [---] followers, [----] engagements


"@ehrazahmedd @TheKamaHsutra @rick779933 @jaijungkim Exactly. Ty Ehraz the $IREN pumping is beyond the pale"  
[X Link](https://x.com/HaydnBCole/status/1975097319801663984)  2025-10-06T07:14Z [---] followers, [---] engagements


"@JackMenshaw check the time stamps $CRWV's drop coincided with other news on their $CORZ offer"  
[X Link](https://x.com/HaydnBCole/status/1975665068777086988)  2025-10-07T20:50Z [---] followers, [---] engagements


"@leganadvisors @SILVERGOLDBTC28 @ContntofChrchtr @GovDunleavy They did submit a revised mining plan the veto is based on an older mining plan. Even ChatGPT knows this"  
[X Link](https://x.com/HaydnBCole/status/1975899108457222242)  2025-10-08T12:20Z [---] followers, [--] engagements


"@KerrisdaleCap when is the 2X inverse Kerrisdale Capital ETF rolling out again @REXShares Pls make it real"  
[X Link](https://x.com/HaydnBCole/status/1975985037570105436)  2025-10-08T18:01Z [---] followers, [---] engagements


"@leganadvisors some folks can't handle disagreement. State of the world rn unfortunately. the polarization/controversy + volatility that comes with $NAK indicated the binary outcome here: its either worth $75-100+ a share or its worthless"  
[X Link](https://x.com/HaydnBCole/status/1975989125556863154)  2025-10-08T18:18Z [---] followers, [---] engagements


"@LevinBurant As $CRWV rises the conversion keeps getting better. Who is going to vote against this"  
[X Link](https://x.com/HaydnBCole/status/1977881556564824382)  2025-10-13T23:38Z [---] followers, [---] engagements


"@RHouseResearch Yeah i recall Mike was incensed when I pointed out $IREN is still primarily a bitcoin mining company successfully marketing itself as an AI infrastructure hyperscaler. A different zealot responded IREN is the hyperscaler Cant help but feel people are about to get fd hard"  
[X Link](https://x.com/HaydnBCole/status/1978335438377980091)  2025-10-15T05:41Z [---] followers, [---] engagements


"@penny_ether More like $CRWV going to rally"  
[X Link](https://x.com/HaydnBCole/status/1978417354045321239)  2025-10-15T11:07Z [---] followers, [--] engagements


"@penny_ether To illustrate that the stock price is not so high that is impossible to close. Coreweave could easily rally over the implied conversion of todays CORZ price"  
[X Link](https://x.com/HaydnBCole/status/1978424816924266509)  2025-10-15T11:36Z [---] followers, [--] engagements


"@penny_ether If youre familiar with the principle of reflexivity I think were trying to determine which future is reflected in todays price. From my point of view its a successful merger with CRWV not going at alone especially not with their margin profile"  
[X Link](https://x.com/HaydnBCole/status/1978433087974391907)  2025-10-15T12:09Z [---] followers, [--] engagements


"@j_mars57 @penny_ether well its not the most tax efficient choice but it certainly makes sense if you are a) no longer interested in $CORZ or b) not interested in the possible merger"  
[X Link](https://x.com/HaydnBCole/status/1978471240424735207)  2025-10-15T14:41Z [---] followers, [--] engagements


"@EW_RunningFlat thoghts on $NAK @EW_RunningFlat"  
[X Link](https://x.com/HaydnBCole/status/1978556068243353955)  2025-10-15T20:18Z [---] followers, [---] engagements


"@JG_Nuke Best buy signal there is. I remain long $CRWV"  
[X Link](https://x.com/HaydnBCole/status/1978647422713638980)  2025-10-16T02:21Z [---] followers, [---] engagements


"Oddly similar to $BMNR [--] [--] [--] [--] [--] [--] [--] [--] [--] [--] Houston we have ignition And you thought Gold was exciting. Just wait. https://t.co/sBSPaayNeJ [--] [--] [--] [--] [--] [--] [--] [--] [--] [--] Houston we have ignition And you thought Gold was exciting. Just wait. https://t.co/sBSPaayNeJ"  
[X Link](https://x.com/HaydnBCole/status/1979016265084571998)  2025-10-17T02:47Z [---] followers, [---] engagements


"@Mr_Derivatives if you have time to expiry its probably going higher after investors digest the $SMCI news"  
[X Link](https://x.com/HaydnBCole/status/1839344993749848385)  2024-09-26T16:43Z [---] followers, [---] engagements


"@YellowLabLife Forgive me I saw no filing where Ron sold [---] M of shares from this options exercise and the other execs sold an additional 850K shares. Can you show me the evidence for this sale As far as I can see there is no filing - https://www.sec.gov/edgar/browse/CIK=1164771&owner=exclude https://www.sec.gov/edgar/browse/CIK=1164771&owner=exclude"  
[X Link](https://x.com/HaydnBCole/status/1946190175442276788)  2025-07-18T12:47Z [---] followers, [---] engagements


"@GordianKnotFinX @yieldsearcher Exactly Paul Volcker refers to this as well in his memoir. @grok please share this reference from his book keeping at it the excerpt describes how a 2% target for inflation became part of Fed policy"  
[X Link](https://x.com/HaydnBCole/status/1978332251533267255)  2025-10-15T05:28Z [---] followers, [--] engagements


"@penny_ether Coreweave / CORZ will be a yes too much upside to refuse in $CRWV"  
[X Link](https://x.com/HaydnBCole/status/1978345760639816060)  2025-10-15T06:22Z [---] followers, [---] engagements


"@RealJimChanos @mikealfred classic engagement farming from MA"  
[X Link](https://x.com/HaydnBCole/status/1980066233656475675)  2025-10-20T00:19Z [---] followers, [---] engagements


"@FilipGerven @Umbisam Im sure OpenAI Meta MSFT etc will all walk from $CRWV if the merger fails"  
[X Link](https://x.com/HaydnBCole/status/1980567210847531509)  2025-10-21T09:29Z [---] followers, [---] engagements


"@genZinvest0r @F28X5 Coreweave is already more than bare metal"  
[X Link](https://x.com/HaydnBCole/status/1980567898507940087)  2025-10-21T09:32Z [---] followers, [--] engagements


"@edge_of_power @Umbisam Whats the actionable tell The deals with OpenAI Meta MSFT Poolside etc or sales after an IPO"  
[X Link](https://x.com/HaydnBCole/status/1980568771736539544)  2025-10-21T09:36Z [---] followers, [--] engagements


"@RepzdaCanes for my part I thought it was a fair offer as CRWV has loads of upside. admittedly has been a bit volatile post IPO lock up"  
[X Link](https://x.com/HaydnBCole/status/1980712141540978697)  2025-10-21T19:05Z [---] followers, [--] engagements


"@babyfolio looking to add $NBIS added to $CRWV not touching $IREN think its overvalued"  
[X Link](https://x.com/HaydnBCole/status/1980738957819408781)  2025-10-21T20:52Z [---] followers, [---] engagements


"$CRWV bears are about to find out why it's Jensen's favorite investment. I'm levered long NFA"  
[X Link](https://x.com/HaydnBCole/status/1981439437948023172)  2025-10-23T19:15Z [---] followers, [---] engagements


"@KinggTrades Ahh you mean you never hear its a ponzi etc Is that right Most people dont know what they do or bother to have AI explain their value creation/proposition"  
[X Link](https://x.com/HaydnBCole/status/1981532875506774147)  2025-10-24T01:27Z [---] followers, [--] engagements


"And bears will assert all day that $CRWV is just bare metal. CoreWeave is at the heart of AIs infrastructure and is indispensable to AIs most significant companies. There is no reason to miss something this big. Big tech companies are just now starting to take out debt to build datacenters this is bullish for $CRWV. Why The GPU cloud infrastructure provider gets paid regardless of if the debt get paid. Dont forget about these quotes from Sam Altman: CoreWeave has been our largest https://t.co/H7XphtFmms Big tech companies are just now starting to take out debt to build datacenters this is"  
[X Link](https://x.com/HaydnBCole/status/1981772390389756230)  2025-10-24T17:18Z [---] followers, [---] engagements


"@RepzdaCanes merger arb"  
[X Link](https://x.com/HaydnBCole/status/1981860935905227040)  2025-10-24T23:10Z [---] followers, [--] engagements


"@babyfolio maybe the downgrade for $IREN I have no position. I believe the stock is disconnected from the fundamentals super stretched"  
[X Link](https://x.com/HaydnBCole/status/1983670510761472303)  2025-10-29T23:01Z [---] followers, [---] engagements


"nothing burger for $CORZ. Good Luck getting to the $IREN &c. multiples $CORZ Acquisition by CoreWeave $CRWV TERMINATED: https://t.co/ncewJNqnkq https://t.co/8IzDGXADAI $CORZ Acquisition by CoreWeave $CRWV TERMINATED: https://t.co/ncewJNqnkq https://t.co/8IzDGXADAI"  
[X Link](https://x.com/HaydnBCole/status/1983906320240800088)  2025-10-30T14:38Z [---] followers, [---] engagements


"@matthew_sigel @businessincltd $CORZ is not that valuable. retail drank the $IREN kool-aid"  
[X Link](https://x.com/HaydnBCole/status/1983907153971716409)  2025-10-30T14:41Z [---] followers, [---] engagements


"@epictrades1 as expected $CORZ is not ripping upon terminating the deal. retail got duped"  
[X Link](https://x.com/HaydnBCole/status/1983907932480626693)  2025-10-30T14:44Z [---] followers, [---] engagements


"@the_jones_gang @epictrades1 yeah the pump/run for $CRWV is coming thats the options flow tell anyway. Also technically we are just testing the [--] SMA p normal"  
[X Link](https://x.com/HaydnBCole/status/1983909085750702141)  2025-10-30T14:49Z [---] followers, [--] engagements


"@businessincltd @epictrades1 calling it like I see it Mr Biz. agree that time may be good for both $CRWV and $CORZ. GL out there"  
[X Link](https://x.com/HaydnBCole/status/1983912484235809010)  2025-10-30T15:02Z [---] followers, [---] engagements


"@businessincltd @epictrades1 not sure what your bull case/PT is for $CORZ I am mainly pushing back on accounts that were calling for prices over $50 for CORZ by Dec. I could see $25-30 for $CORZ and over $200 for CRWV"  
[X Link](https://x.com/HaydnBCole/status/1983913149158891764)  2025-10-30T15:05Z [---] followers, [---] engagements


"@_JoseNajarro @avelglory exactly. Long $CRWV"  
[X Link](https://x.com/HaydnBCole/status/1983924684342051110)  2025-10-30T15:51Z [---] followers, [--] engagements


"@Prof_heist great to have discipline as a trader and investor. I remain long $BMNR"  
[X Link](https://x.com/HaydnBCole/status/1983955601488241121)  2025-10-30T17:54Z [---] followers, [----] engagements


"@Umbisam naw $CRWV 's bid was fair their stock is goint to rocket. Retail is starry-eyed on $IREN type multiples for power shells"  
[X Link](https://x.com/HaydnBCole/status/1983957400039084375)  2025-10-30T18:01Z [---] followers, [---] engagements


"@MedoriiFFXIV thing is the comps are to companies that are overvalued/super disconnected from fundamentals. $CORZ can see [--] possibly even [--] but prices way over that are v speculative"  
[X Link](https://x.com/HaydnBCole/status/1984002006324015486)  2025-10-30T20:58Z [---] followers, [---] engagements


"@MedoriiFFXIV Not quite sir. If the valuation from a comparable yields a multiple of say 50X EBITDA but the comp is fundamentally worth 16-20X EBITDA then the 50X multiple is fake news/irrational exuberance/smoke/mirrors/hype &c. The premise is erroneous thus the logic fails. GL"  
[X Link](https://x.com/HaydnBCole/status/1984023537884262802)  2025-10-30T22:24Z [---] followers, [--] engagements


"@babyfolio @yianisz Youre getting even more with $CRWV than whats listed. The acquisitions will unlock more neocloud services at a scale that $NBIS is not going to achieve for a couple years or so. We own both and lean $NBIS but tend to think $CRWV is more discounted than makes sense"  
[X Link](https://x.com/HaydnBCole/status/1984182156449743010)  2025-10-31T08:54Z [---] followers, [---] engagements


"@penny_ether Will be surprised if this gets legs $corz is not doing much"  
[X Link](https://x.com/HaydnBCole/status/1984191619185434823)  2025-10-31T09:32Z [---] followers, [---] engagements


"@EndicottInvests + $CRWV"  
[X Link](https://x.com/HaydnBCole/status/1984192209512796255)  2025-10-31T09:34Z [---] followers, [---] engagements


"@ReneSellmann Overbuilding is possible calling a bubble ex ante is not doable. When will it peak Some time in the next decade And what will the actual impact be to long term investors We held tech stocks through 98-02 still long MSFT AMZN even some CSCO. Over time big winners win"  
[X Link](https://x.com/HaydnBCole/status/1984557514860400724)  2025-11-01T09:45Z [---] followers, [--] engagements


"@enriqueabeyta Vs Texas roadhouse at GDP +- 4%"  
[X Link](https://x.com/HaydnBCole/status/1985694131880915083)  2025-11-04T13:02Z [---] followers, [--] engagements


"Nice bounce off the [---] SMA for $ETH"  
[X Link](https://x.com/HaydnBCole/status/1985807380836122744)  2025-11-04T20:32Z [---] followers, [--] engagements


"@yieldsearcher This sucks big time"  
[X Link](https://x.com/HaydnBCole/status/1985910329243812031)  2025-11-05T03:21Z [---] followers, [---] engagements


"@octopus_tradez @TT_stocks_ $CRWV is at heart of the the AI infra opportunity. Great long term hold"  
[X Link](https://x.com/HaydnBCole/status/1986159480573186199)  2025-11-05T19:51Z [---] followers, [---] engagements


"@GoldTelegraph_ Might as well be credit suisse DB are gangsters no cred"  
[X Link](https://x.com/HaydnBCole/status/1986326591811535234)  2025-11-06T06:55Z [---] followers, [---] engagements


"@his_eminence_j You mean DB = Credit Suisse"  
[X Link](https://x.com/HaydnBCole/status/1986336891671646241)  2025-11-06T07:36Z [---] followers, [---] engagements


"@CitronResearch I wasnt super confident $PLTR was going to double in a year but now the inverse citron indicator has flashed. Load the boat"  
[X Link](https://x.com/HaydnBCole/status/1986469323167146486)  2025-11-06T16:22Z [---] followers, [----] engagements


"@MaybeChris2 @JG_Nuke Crowdstrike"  
[X Link](https://x.com/HaydnBCole/status/1986640066836316415)  2025-11-07T03:41Z [---] followers, [--] engagements


"@GordonJohnson19 @firstadopter Expenses increasing faster than contract rate due to capex"  
[X Link](https://x.com/HaydnBCole/status/1988271828570435664)  2025-11-11T15:45Z [---] followers, [---] engagements


"@B_Funk_ You don't mention the different markets by country of origin. All you suggests is its 50% of $CRWV's valuation excluding their other companies. A premium for US based DCs and AI infrastructure is will endure similar to the premium for US based mega caps. We're long both"  
[X Link](https://x.com/HaydnBCole/status/1988279129427636438)  2025-11-11T16:14Z [---] followers, [--] engagements


"@RJCcapital $CRWV will rebound. a slight delay in one DC is not equivalent to this hit not even close"  
[X Link](https://x.com/HaydnBCole/status/1988288596277948657)  2025-11-11T16:51Z [---] followers, [---] engagements


"@businessincltd @Sanjivian1 @epictrades1 both $CRWV and $CORZ looking tired after reporting shows $CORZ is behind on rolling out several campuses for Coreweave. I remain long"  
[X Link](https://x.com/HaydnBCole/status/1988331662695166213)  2025-11-11T19:43Z [---] followers, [---] engagements


"@DDantonie the delay is on the DC side $CORZ was named in several interviews today"  
[X Link](https://x.com/HaydnBCole/status/1988334425063780451)  2025-11-11T19:54Z [---] followers, [---] engagements


"@StonkChris Reading the comments you can tell ppl hate the stock and are capitulating. Smart money is longing from hear bigly this company is a monster in the making"  
[X Link](https://x.com/HaydnBCole/status/1988446306810085885)  2025-11-12T03:18Z [---] followers, [---] engagements


"@PelotasN2Boca @penny_ether @perry_lin1 If cramer figured it out penny can too"  
[X Link](https://x.com/HaydnBCole/status/1988556672080466375)  2025-11-12T10:37Z [---] followers, [--] engagements


"@1CoastalJournal Market is bipolar on $CRWV. Equity represents significant upside at these levels. We are long $CRWV and adding"  
[X Link](https://x.com/HaydnBCole/status/1989032925749248261)  2025-11-13T18:09Z [---] followers, [--] engagements


"@epictrades1 as an aside I think he was over 99% down in $PGEN at one point last year and now this is happening. Have to know what you own. we are long $CRWV and $NBIS https://x.com/BiotechAnalysst/status/1989341143453307228s=20 $PGEN no offering comming Cover. Rally Time. https://x.com/BiotechAnalysst/status/1989341143453307228s=20 $PGEN no offering comming Cover. Rally Time"  
[X Link](https://x.com/HaydnBCole/status/1989342418165289245)  2025-11-14T14:39Z [---] followers, [---] engagements


"@moninvestor $CRWV $IREN all day"  
[X Link](https://x.com/HaydnBCole/status/1990162071112253828)  2025-11-16T20:56Z [---] followers, [---] engagements


"@RJCcapital totally Ik you're on it mainly pointed out the MMs thing to set up the latter point; know what actual smart money is doing/positioned in. ty"  
[X Link](https://x.com/HaydnBCole/status/1990430453619212491)  2025-11-17T14:42Z [---] followers, [--] engagements


"@epictrades1 goldman cuing the Neocloud rally into $NVDA earnings. Epic"  
[X Link](https://x.com/HaydnBCole/status/1990431485610836391)  2025-11-17T14:47Z [---] followers, [---] engagements


"@TheKamaHsutra @edge_of_power @FransBakker9812 @litigious_dulce @bitcoinbutcher1 $MSFT is working with different needs with each vendor. No certainty they are "unhappy" as OpenAI and Meta both expanded their contracts with $CRWV. Story follows the price people are inferring more than is real after a fast sell off. $CORZ needs to execute no doubt"  
[X Link](https://x.com/HaydnBCole/status/1990433282010317075)  2025-11-17T14:54Z [---] followers, [---] engagements


"@iced_animals DYOR don't trust Goldman"  
[X Link](https://x.com/HaydnBCole/status/1990434001924902933)  2025-11-17T14:57Z [---] followers, [---] engagements


"@NewsoftheMarket I'll take betting with Jensen Huang on his biggest $NVDA portfolio company for $1000 Alex"  
[X Link](https://x.com/HaydnBCole/status/1990461906210181310)  2025-11-17T16:47Z [---] followers, [--] engagements


"@squabard @fundstrat @BitMNR hope they reinvest in more ETH and continue to stake more. p sick glitch could ton the stock"  
[X Link](https://x.com/HaydnBCole/status/1990617529526751265)  2025-11-18T03:06Z [---] followers, [---] engagements


"@SpacBobby literally the most popular opinion rn. Thing is if the CDS is telling us more about liquidity & sentiment than credit risk this thing will rip back to the upside once sentiment shifts"  
[X Link](https://x.com/HaydnBCole/status/1990945749803159587)  2025-11-19T00:50Z [---] followers, [---] engagements


"@zoomyzoomm Jensen will take the cake with winning on $CRWV"  
[X Link](https://x.com/HaydnBCole/status/1991156816592474508)  2025-11-19T14:49Z [---] followers, [---] engagements


"we are long $CRWV can bounce v hard and fast if the worries around default evaporate"  
[X Link](https://x.com/HaydnBCole/status/1991162424024543399)  2025-11-19T15:11Z [---] followers, [---] engagements


"$NVDA $CRWV Sentiment was being priced not actual risk. Was plain to see. We remain long $CRWV $NVDA $NBIS $PLTR and more AI plays. @SpacBobby literally the most popular opinion rn. Thing is if the CDS is telling us more about liquidity & sentiment than credit risk this thing will rip back to the upside once sentiment shifts. @SpacBobby literally the most popular opinion rn. Thing is if the CDS is telling us more about liquidity & sentiment than credit risk this thing will rip back to the upside once sentiment shifts"  
[X Link](https://x.com/HaydnBCole/status/1991258959668183338)  2025-11-19T21:35Z [---] followers, [---] engagements


"@thesovsignal @1CoastalJournal These guys at Coastal want the whole of AI to be a fraud but its just not. Might as well be rooting against the iPhone and hoping we go back to rotary dial phones. So backward. No way to convince them Sovereign"  
[X Link](https://x.com/HaydnBCole/status/1991353260322746734)  2025-11-20T03:49Z [---] followers, [---] engagements


"@Matans8442 @ifullyported @MartinShkreli Man its $nvda using $crwv compute because they could use it; $nvda cant fulfill all of the demand for their compute customers. This stuff is not complicated dont buy into some bullshit because it sounds smart/complex. The simpler legal explanations are the best ones"  
[X Link](https://x.com/HaydnBCole/status/1991480487865643357)  2025-11-20T12:15Z [---] followers, [---] engagements


"@Andrew87229442 @MartinShkreli @JG_Nuke He is loud. He is also wrong. His investigations are elementary at best. Give it more time like years not days. AI and AI infra is in early innings"  
[X Link](https://x.com/HaydnBCole/status/1991621514186359250)  2025-11-20T21:35Z [---] followers, [--] engagements


"@edge_of_power @beavinvests $IREN is not it. $NBIS + $CRWV"  
[X Link](https://x.com/HaydnBCole/status/1991711087163802034)  2025-11-21T03:31Z [---] followers, [---] engagements


"@HedgeyeTech is an IPO where insiders and early investors sell shares to the public typically followed by lock up expiries where more shares can be sold as private company's have almost no liquidity for their long term shareholders or executives I forget. Ty"  
[X Link](https://x.com/HaydnBCole/status/1992400648764276774)  2025-11-23T01:11Z [---] followers, [---] engagements


"@amir Yeah this is not spicy. $CORZ delayed a bit will be fine within a quarter reaction was way overblown"  
[X Link](https://x.com/HaydnBCole/status/1994325262926794974)  2025-11-28T08:39Z [---] followers, [---] engagements


"@Agrippa_Inv @RHouseResearch Pray tell why would they get better WACC than $NBIS or $CRWV"  
[X Link](https://x.com/HaydnBCole/status/1994595183451935165)  2025-11-29T02:32Z [---] followers, [---] engagements


"@TheBronxViking @unusual_whales Not going to happen $corz shareholders overwhelmingly said no"  
[X Link](https://x.com/HaydnBCole/status/1994678545084264802)  2025-11-29T08:03Z [---] followers, [---] engagements


"@Agrippa_Inv @seneca_____ @Cloudzillas Really Seems like Jensens favorite investment is worth a look at min"  
[X Link](https://x.com/HaydnBCole/status/1994898569867006111)  2025-11-29T22:37Z [---] followers, [--] engagements


"@edge_of_power @nikitos1979hmm @Mr_Derivatives Time to long $CRWV"  
[X Link](https://x.com/HaydnBCole/status/1994928999752241538)  2025-11-30T00:38Z [---] followers, [---] engagements


"@TheRayMyers Hard to beat $NVDA but wheres your $CRWV"  
[X Link](https://x.com/HaydnBCole/status/1994933667450462507)  2025-11-30T00:57Z [---] followers, [----] engagements


"@ekwufinance China exporting massive deflation. Inflation fears are overblown currently granted interest expense is insane"  
[X Link](https://x.com/HaydnBCole/status/1995834553970397340)  2025-12-02T12:36Z [---] followers, [---] engagements


"@josef21m @RJCcapital @jiahanjimliu @DeepValueBagger @Agrippa_Inv @aleabitoreddit We own $TSLA in the $140s yes. The value of vertical integration is not simply that owning more up & downstream is better that would be like saying most industries should be structured like big oil companies. That is v capital intensive and tends to produce more modest ROIC"  
[X Link](https://x.com/HaydnBCole/status/1996875779905671235)  2025-12-05T09:34Z [---] followers, [--] engagements


"@josef21m @RJCcapital @jiahanjimliu @DeepValueBagger @Agrippa_Inv @aleabitoreddit The physics of electrification technology are not at issue in the economic superiority. Solid state batteries will use smaller footprints be made more inexpensive be longer lasting and result in massive power savings as deployments ramp. Its a key part of $tslas work"  
[X Link](https://x.com/HaydnBCole/status/1996877303390110012)  2025-12-05T09:40Z [---] followers, [--] engagements


"@HighyieldHarry don't man. Burry is wrong. Its not worth dying on this hill. you don't need to be long but please don't short $NVDA"  
[X Link](https://x.com/HaydnBCole/status/1997147868352884919)  2025-12-06T03:35Z [---] followers, [--] engagements


"@AbbyJC_Invest @DarioCpx Sounds like you may be catastrophizing raising capital when nearly all players in the space have performed similar raises in recent months. It"  
[X Link](https://x.com/HaydnBCole/status/1998048049436995984)  2025-12-08T15:12Z [---] followers, [--] engagements


"@longinvest32 @jiahanjimliu Get the facts right at least. The notes scheduled to settle on December [--] will carry a 1.75% interest rate payable semiannually and mature on December [--] [----]. CoreWeave granted initial purchasers an option to buy up to an additional $337.5 million in notes"  
[X Link](https://x.com/HaydnBCole/status/1998363496262836542)  2025-12-09T12:05Z [---] followers, [--] engagements


"@edge_of_power The animal spirits were very afraid after the delays related to Core Scientific considering the potential liquidity issues implied by the concurrent CDS pricing. However those fears were overblown and more broadly liquidity conditions are improving"  
[X Link](https://x.com/HaydnBCole/status/1998487623925694642)  2025-12-09T20:19Z [---] followers, [--] engagements


"@edge_of_power while I don't love the analogy because I do not think $CRWV is junk the driving force of the rally is similar to what is typical with Junk bonds; when credit risks wane and liquidity improves Junk outperforms IG"  
[X Link](https://x.com/HaydnBCole/status/1998488527697273152)  2025-12-09T20:22Z [---] followers, [--] engagements


"@mikealfred Seems liquidity driven not specific to $CRWV alone. Is a take out that likely on the heels of the IPO perhaps $NVDA is natural acquirer in an all stock deal but would likely be at an enormous premium"  
[X Link](https://x.com/HaydnBCole/status/1998533354270945415)  2025-12-09T23:20Z [---] followers, [----] engagements


"@ChrisHodge36877 @Beth_Kindig well don't you think ppl will use the best ones repeatedly/regularly I use Gemini and ChatGPT at least once a day"  
[X Link](https://x.com/HaydnBCole/status/1998589807770099951)  2025-12-10T03:05Z [---] followers, [--] engagements


"@MaoBaoBaomby @aleabitoreddit @Hedgeye tell it to Jensen one of the best allocators of capital in 2-3 generations. His favorite investment- $CRWV"  
[X Link](https://x.com/HaydnBCole/status/1998775223554895940)  2025-12-10T15:22Z [---] followers, [--] engagements


"@MaoBaoBaomby @aleabitoreddit @Hedgeye Sure to each his own. we own more $NBIS but overall see sentiment overly bearish relative to Coreweave's growth. Sounds like you prefer lower risk and owning more fully integrated companies"  
[X Link](https://x.com/HaydnBCole/status/1998780457043828762)  2025-12-10T15:42Z [---] followers, [---] engagements


"@babyfolio $NAK. We are also long $GRAL and some other select biotech names"  
[X Link](https://x.com/HaydnBCole/status/1998783691225464923)  2025-12-10T15:55Z [---] followers, [---] engagements


"@MaoBaoBaomby they need more than execution on infra to be 'valued higher' The scale of Oracle's builds is head and shoulders above what Iris has accomplished to date. Its possible $IREN gets there but is it likely everything will run perfectly for one company and not everyone else"  
[X Link](https://x.com/HaydnBCole/status/1999547494921830483)  2025-12-12T18:30Z [---] followers, [---] engagements


"@masayoshisson yw. Agreed 3-5 years from now it may be a different story. Being skeptical of $NVDA's use of GAAP is fine if put in perspective; its in the top [--] most important companies for the foreseeable future. Some folks who start the GPU life debate end up in the NVDA=fraud camp. NGMI"  
[X Link](https://x.com/HaydnBCole/status/1999996677457953211)  2025-12-14T00:15Z [---] followers, [--] engagements


"@InvestorDFW1 all of the biggest audit firms in the world sign the 10-Ks for $MSFT $AMZN and $META all $NVDA's customers every year. how could they do more to prove the soundness of the businesses"  
[X Link](https://x.com/HaydnBCole/status/2000391769322901579)  2025-12-15T02:25Z [---] followers, [---] engagements


"the FUD is peaking. We remain long $CRWV $NVDA $AVGO $GOOG $AMZN $NAK $PLTR and other AI related equities. My model is showing a 100% chance of default on $crwv by March. $orcl at a 90% chance of default by fall [----]. My model is showing a 100% chance of default on $crwv by March. $orcl at a 90% chance of default by fall 2026"  
[X Link](https://x.com/HaydnBCole/status/2000601175234896042)  2025-12-15T16:17Z [---] followers, [--] engagements


"@ChartsRUs0 [---] too an $NVDA take out"  
[X Link](https://x.com/HaydnBCole/status/2000950201331437889)  2025-12-16T15:24Z [---] followers, [---] engagements


"Bottom Signal. https://www.wsj.com/tech/ai/coreweave-stock-market-ai-bubble-a3c8c321mod=hp_lead_pos1 https://www.wsj.com/tech/ai/coreweave-stock-market-ai-bubble-a3c8c321mod=hp_lead_pos1"  
[X Link](https://x.com/HaydnBCole/status/2000975413380555124)  2025-12-16T17:04Z [---] followers, [--] engagements


"@babyfolio Have to have conviction. We remain long $NBIS and $CRWV"  
[X Link](https://x.com/HaydnBCole/status/2001223106191384795)  2025-12-17T09:29Z [---] followers, [---] engagements


"@TheLongInvest Naw dog bear trap"  
[X Link](https://x.com/HaydnBCole/status/2001223294532382750)  2025-12-17T09:29Z [---] followers, [--] engagements


"@HyperAICapital Bigger for $CRWV but agree"  
[X Link](https://x.com/HaydnBCole/status/2001230562091041130)  2025-12-17T09:58Z [---] followers, [--] engagements


"@moninvestor esp $CRWV delays #1 thing sparking the selloff"  
[X Link](https://x.com/HaydnBCole/status/2001297568165187799)  2025-12-17T14:24Z [---] followers, [--] engagements


"@michaeljburry is it just as likely that real estate rallies"  
[X Link](https://x.com/HaydnBCole/status/2001302778216350151)  2025-12-17T14:45Z [---] followers, [--] engagements


"@HedgeyeTech well done. We remain long $CRWV and $NBIS"  
[X Link](https://x.com/HaydnBCole/status/2001466317111759336)  2025-12-18T01:35Z [---] followers, [---] engagements

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