# ![@gumhace Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::2720594754.png) @gumhace Mao BaoGuo

Mao BaoGuo posts on X about $iren, ai, money, if you the most. They currently have [-----] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::2720594754/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2720594754/c:line/m:interactions.svg)

- [--] Week [------] -69%
- [--] Month [-------] +120%
- [--] Months [---------] +22,494%
- [--] Year [---------] +174,408%

### Mentions: [--] [#](/creator/twitter::2720594754/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2720594754/c:line/m:posts_active.svg)

- [--] Week [--] -59%
- [--] Month [--] -48%
- [--] Months [---] +940%
- [--] Year [---] +12,725%

### Followers: [-----] [#](/creator/twitter::2720594754/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2720594754/c:line/m:followers.svg)

- [--] Week [-----] +3.40%
- [--] Month [-----] +34%
- [--] Months [-----] +604%
- [--] Year [-----] +934%

### CreatorRank: [-------] [#](/creator/twitter::2720594754/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2720594754/c:line/m:influencer_rank.svg)

### Social Influence

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

**Social topic influence**
[$iren](/topic/$iren) #60, [ai](/topic/ai), [money](/topic/money), [if you](/topic/if-you), [$cifr](/topic/$cifr) #17, [bullish](/topic/bullish), [stocks](/topic/stocks), [in the](/topic/in-the), [bitcoin](/topic/bitcoin), [$hood](/topic/$hood)

**Top accounts mentioned or mentioned by**
[@mikealfred](/creator/undefined) [@edgeofpower](/creator/undefined) [@ze1ooooo](/creator/undefined) [@pepemoonboy](/creator/undefined) [@wyattstorch](/creator/undefined) [@accountingds](/creator/undefined) [@jiahanjimliu](/creator/undefined) [@moninvestor](/creator/undefined) [@deepvaluebagger](/creator/undefined) [@realjimchanos](/creator/undefined) [@fransbakker9812](/creator/undefined) [@danroberts0101](/creator/undefined) [@rhouseresearch](/creator/undefined) [@aleabitoreddit](/creator/undefined) [@tjresearch](/creator/undefined) [@thekamahsutra](/creator/undefined) [@bitcoinbutcher1](/creator/undefined) [@michaeljburry](/creator/undefined) [@bitcoinaiguy](/creator/undefined) [@icyopro23](/creator/undefined)

**Top assets mentioned**
[Iris Energy Limited (IREN)](/topic/$iren) [Cipher Mining Inc. Common Stock (CIFR)](/topic/$cifr) [Bitcoin (BTC)](/topic/bitcoin) [Robinhood Markets, Inc.  (HOOD)](/topic/$hood) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [TeraWulf Inc. (WULF)](/topic/$wulf) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Solana (SOL)](/topic/solana) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [CoreWeave, Inc (CRWV)](/topic/$crwv) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Microsoft Corp. (MSFT)](/topic/microsoft) [Core Scientific, Inc. Common Stock (CORZ)](/topic/core-scientific) [Hut [--] Mining Corp. (HUT)](/topic/$hut) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Oracle Corporation (ORCL)](/topic/$orcl) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [WhiteFiber, Inc.  (WYFI)](/topic/$wyfi) [Asset Entities Inc. (ASST)](/topic/$asst) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [CLEANSPARK INC (CLSK)](/topic/$clsk) [Tesla, Inc. (TSLA)](/topic/$tsla)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@VoteHarrisOut Every democrats coming to DNC should have a vasectomy mandate. Honestly not a bad idea"  
[X Link](https://x.com/gumhace/status/1824922097199591608)  2024-08-17T21:31Z [---] followers, [--] engagements


"@BehizyTweets They should mandate vasectomies on DNC entrance. Wouldnt be so bad"  
[X Link](https://x.com/gumhace/status/1824923217988825316)  2024-08-17T21:36Z [---] followers, [--] engagements


"@Steve_Beans @TomiLahren Yeah so irrelevant that she was once the co-chair of DNC"  
[X Link](https://x.com/gumhace/status/1828145492452352476)  2024-08-26T19:00Z [---] followers, [--] engagements


"@Ze1ooooo Hi Cap I was a Hood investor for two years just sold this morning inflationary and recessionary environment will badly hurt retail trading on crypto which are Hoods biggest revenue driver. Buying equities now will be to bet on Trump being a negotiations"  
[X Link](https://x.com/gumhace/status/1907798170622480472)  2025-04-03T14:11Z [--] followers, [---] engagements


"@ChrisCamillo This is dumb. You think bear market recessionary and inflationary environment wont hurt retail participation"  
[X Link](https://x.com/gumhace/status/1907855726955114860)  2025-04-03T18:00Z [--] followers, [---] engagements


"@arny_trezzi @DataDInvesting Not true and delusional. Retail trading on both crypto and equities slows significantly in a bear market. With price increases young ppl has less money to gamble. Maybe active traders do fine but this slows down growth significantly"  
[X Link](https://x.com/gumhace/status/1908220852078076260)  2025-04-04T18:11Z [--] followers, [--] engagements


"@Ashton_1nvests Yeah $PYPL will be under [--] for the next decade good luck"  
[X Link](https://x.com/gumhace/status/1911564288671560006)  2025-04-13T23:36Z [--] followers, [---] engagements


"@Chilearmy123 @piovincenzo_ Bro stop shitposting and get a life. March [--] [----] bitcoin drop 50% a single day and week hands like you would sold then rage buying at the height at [----]. How many crypto bear market has there been 2018-2019 March [----] then 2022-2023"  
[X Link](https://x.com/gumhace/status/1936567628501541314)  2025-06-21T23:31Z [---] followers, [--] engagements


"@Chilearmy123 @piovincenzo_ This is not even a real bear market. Wait until eth or sol even bitcoin drops 20% a day then come out and cry. If you dont believe blockchain and smart contracts as technology would transform the life of generations and you dont believe the founding vision"  
[X Link](https://x.com/gumhace/status/1936568068320211223)  2025-06-21T23:33Z [---] followers, [--] engagements


"@RobinhoodApp @EthCC Solana Solana Solana"  
[X Link](https://x.com/gumhace/status/1937241464414572924)  2025-06-23T20:08Z [---] followers, [--] engagements


"@JourneyMacro 2023: btc [-----] eth [----] sol [--] 2025: btc [------] eth [----] sol [---] Enough said"  
[X Link](https://x.com/gumhace/status/1937905004301398206)  2025-06-25T16:05Z [---] followers, [---] engagements


"@digitalartchick Eth down 20% on the year against a dollar which is being printed to infinity that itself is down 10% against other paper currencies which are being printed to infinity. Ultra Sound Money"  
[X Link](https://x.com/gumhace/status/1940778745004281912)  2025-07-03T14:24Z [---] followers, [--] engagements


"@etheraider @_ryanrconnor Bear case for ETH: Your ultra sound money being down 20% on the year against a dollar which is being printed to infinity that itself is down 10% against other paper currencies which are being printed to infinity"  
[X Link](https://x.com/gumhace/status/1940958681417633814)  2025-07-04T02:19Z [---] followers, [--] engagements


"@ayyyeandy Arguably xstocks would have more decentralization"  
[X Link](https://x.com/gumhace/status/1941533188477812979)  2025-07-05T16:22Z [---] followers, [--] engagements


"@digitalartchick ETH is deflating yet losing 20% value against an inflating dollar which itself lost 10% value against other currencies. At least SOL doesnt call itself ultra sound money"  
[X Link](https://x.com/gumhace/status/1941536996289307091)  2025-07-05T16:37Z [---] followers, [--] engagements


"@DeepValueBagger Crypto is highly different from stock. Bitcoin already occupied the store of value/digital gold narrative eth as a network = with its toke price. With most layer [--] executing transactions its hard for ethereum to capture value"  
[X Link](https://x.com/gumhace/status/1941578484440318330)  2025-07-05T19:22Z [---] followers, [---] engagements


"@digitalartchick Keep day dreaming. Robinhood and Tom Lee cant move ETH price by 2%"  
[X Link](https://x.com/gumhace/status/1941688554897260816)  2025-07-06T02:40Z [---] followers, [--] engagements


"@RobinhoodApp why is your customer support agent lying about RH my fund and refuse to release it instead lying my transfer was queued and not completed on Solana"  
[X Link](https://x.com/gumhace/status/1941852112767328294)  2025-07-06T13:29Z [---] followers, [--] engagements


"@digitalartchick Thats the whole point and I cant figure out why eth/sol people has to shitpost each other when they literally go up and down 95% of the time and dont really compete in the same niche"  
[X Link](https://x.com/gumhace/status/1942433047564931328)  2025-07-08T03:58Z [---] followers, [--] engagements


"@ethereanbull I am a sol fan. Sol can be the best chain for retails apps and execution and Eth can the the best chain for institutional settlement and Wall Street. In this case everybody wins"  
[X Link](https://x.com/gumhace/status/1942644270696972695)  2025-07-08T17:57Z [---] followers, [--] engagements


"@fundstrat Solana is the way"  
[X Link](https://x.com/gumhace/status/1943803127456837936)  2025-07-11T22:42Z [---] followers, [----] engagements


"@JourneyMacro @JoshwaaaDixon By investors you mean professionals venture capitalist and even them lose money in many bets. I get the arguments that Solana is view as memecoin casinos but there are solid projects being launched and its just a new way of capital formation"  
[X Link](https://x.com/gumhace/status/1944557969917743120)  2025-07-14T00:42Z [---] followers, [--] engagements


"@JourneyMacro Companies are buying ETH as a capital asset/investment. They *DONT* need to have any stakes on ETH to make secure their settlement. This whole economic security stuff is unprovable. There is no way to cause either liveness failure or censorship on ETH L1. Its engineeringly impo"  
[X Link](https://x.com/gumhace/status/1947825099752530086)  2025-07-23T01:04Z [---] followers, [--] engagements


"@JourneyMacro Solana foundation does not control the validators and has no control of how they vote"  
[X Link](https://x.com/gumhace/status/1948190009028223414)  2025-07-24T01:14Z [---] followers, [--] engagements


"@etheraider This is ultimate bullshit coming from ETH community. Pump is less than one year old and didnt even exist in the first SOL bull run"  
[X Link](https://x.com/gumhace/status/1949567471280918689)  2025-07-27T20:28Z [---] followers, [---] engagements


"@etheraider Again wrong. Helium has over all [--] million users was migrated on mid [----]. Pump didnt take off until mid [----] so about [--] year Keep bullshitting wont change facts"  
[X Link](https://x.com/gumhace/status/1949575714442711267)  2025-07-27T21:00Z [---] followers, [--] engagements


"@bakesonsol @a1lon9 @pumpdotfun 💀"  
[X Link](https://x.com/gumhace/status/1949603644325740979)  2025-07-27T22:51Z [---] followers, [---] engagements


"@RMJR20 @piovincenzo_ Stock shares come with ownership of underlying company. If you all the Apple shares you own Apple. Tokens are totally different buying all the HYPE token does not grant you ownership of hyperliquid. Therefore there has to be rev sharing structure for tokens"  
[X Link](https://x.com/gumhace/status/1949938313475084507)  2025-07-28T21:01Z [---] followers, [--] engagements


"@DividendDude_X None. Terrible picks with limited upsides. Read this like ppl trying to buy dip for PayPal at [--] last year"  
[X Link](https://x.com/gumhace/status/1959449957028810927)  2025-08-24T02:57Z [---] followers, [---] engagements


"@morris11183 Good luck. I can see price drop after earning by profit taking and market maker flush calls"  
[X Link](https://x.com/gumhace/status/1961126200165667297)  2025-08-28T17:58Z [---] followers, [--] engagements


"@Wyatts_Torch @trailinvest Of course you are the smartest in the world. Iren price with over 100M trading volume in the last two trading days are all pushed by retail dumb money without Wall Street involvement. All the analysts upgrades are colliding with the company. The price is going to [--] soon"  
[X Link](https://x.com/gumhace/status/1963101024128049302)  2025-09-03T04:45Z [---] followers, [--] engagements


"@icyopro23 @BigDegenEth @RHouseResearch @Wyatts_Torch Please get your facts straight. Chinese companies were begging to NVDA to sell them H20 chips which is a much worse version than H200 so that Trump is using it as a negotiating leverage against China. Even to this date deepseek is still smuggling NVDA chips"  
[X Link](https://x.com/gumhace/status/1964859362012463250)  2025-09-08T01:12Z [---] followers, [--] engagements


"@icyopro23 @Wyatts_Torch @BigDegenEth @RHouseResearch Your average coffee shop will run some kinds of AI software one way or another without they even realizing it. Like most store use payment software which then use a whole system built on internet. Ppl back in the days say will your local coffee shop run on internet Yes it does"  
[X Link](https://x.com/gumhace/status/1964893491705807245)  2025-09-08T03:28Z [---] followers, [--] engagements


"@icyopro23 @Wyatts_Torch @BigDegenEth @RHouseResearch People [--] years ago would not think a taco food truck could ever has an internet page yet nor does it need one but yet it does. Best way that I can put it"  
[X Link](https://x.com/gumhace/status/1964894280222437857)  2025-09-08T03:31Z [---] followers, [--] engagements


"@Wyatts_Torch @icyopro23 @BigDegenEth @RHouseResearch Yes I am still in my 20s. But u being much older person and has seen and experienced how much the world has changed I could not understand why someone would bet the velocity of technological acceleration would become slower nor faster"  
[X Link](https://x.com/gumhace/status/1964901886626255172)  2025-09-08T04:01Z [---] followers, [--] engagements


"@Wyatts_Torch @icyopro23 @BigDegenEth @RHouseResearch Honestly I am not a power expert. But given how much I think youve been wrong on all kinds of subjects I take your opinion very lightly. I already bet my money with IREN and am pretty happy with the return. I will let the market price action speaks the outcome"  
[X Link](https://x.com/gumhace/status/1964909474340376776)  2025-09-08T04:31Z [---] followers, [--] engagements


"@Wyatts_Torch @hashoveride Ellis Mad big as usual shareholders dont care as usual Price went up as usual"  
[X Link](https://x.com/gumhace/status/1966335211467059692)  2025-09-12T02:57Z [---] followers, [----] engagements


"@Wyatts_Torch @hashoveride I want AI is the bubble Ellis back. Of course this narrative doesnt fit you anymore after the NBIS deal and ORCL earning. Jensen Huang sold NVDA at [---] before split. Everybody IREN shareholders expected the sells at this point after it went up 500% from $5"  
[X Link](https://x.com/gumhace/status/1966337022500471118)  2025-09-12T03:04Z [---] followers, [---] engagements


"@Wyatts_Torch @HYBITCOIN @hashoveride @litigious_dulce @Umbisam @TheKamaHsutra @mikealfred Hi Ellis Good evening 🌆 Where is the market hour dump today for IREN after the insider sells you predicted My account is as green as the grass is in Austin. Going away Bao-bao"  
[X Link](https://x.com/gumhace/status/1966669052983623749)  2025-09-13T01:03Z [---] followers, [---] engagements


"Hi DVB I would like to hear more about your thesis on Etheruem and its treasury companies. I never could quite get the augment of ETH. I am pretty deep into crypto and have read a lot on different valuations framework for the tokens. Lets say Etheruem becomes the world computer or world financial ledger and most of financial assets settle on Etheruem. How does that accrue value back to ETH the token There is a disconnection between the success and objective of the network and its token price. Settlement itself does not make money. If Etheruems goal is to become DTCC I dont see why its tokens"  
[X Link](https://x.com/gumhace/status/1970186060379627912)  2025-09-22T17:58Z [---] followers, [---] engagements


"@jrouldz @StockSavvyShay Martin asked a very fundamental question that no one is answering: what business need can quantum computing solve if there is any then how. We cant evade this question then just say quantum is going to be a multi billion dollar business because it sounds fancy"  
[X Link](https://x.com/gumhace/status/1971243951530328366)  2025-09-25T16:02Z [---] followers, [---] engagements


"@jrouldz @StockSavvyShay Thank you for replying Will read :)"  
[X Link](https://x.com/gumhace/status/1971246848280232064)  2025-09-25T16:14Z [---] followers, [--] engagements


"@DeepValueBagger Covered calls is a dangerous game especially if you want your shares (less than [--] year old) to be taxed as as long term capital gains. I dont want sell CCs unless I would be ok to let my shares go at strike price"  
[X Link](https://x.com/gumhace/status/1972806199767613638)  2025-09-29T23:30Z [---] followers, [---] engagements


"@moninvestor @zarieinvests I would think thats kind of bad advice. Once you lose that steady income when you are not financially free yet your investing/trading psychology shifts. This often force people to take unnecessary risk or make a force trade that ends up losing money"  
[X Link](https://x.com/gumhace/status/1973100516918829393)  2025-09-30T18:59Z [---] followers, [--] engagements


"I agree with you that being consistent is very important. Its easier said than done especially when its a -2% day or even a -5% week. Those occurrence happens 100%. And lots of time the best thing to do with your portfolio under market conditions is nothing. This is particularly hard when you dont have a day job or persistent income. I think thats why lots of people invest in real estate or rental properties even it on-average generate less return than stocks and takes more time to manage. Because it generates a stable passive income and gives people a job-like feeling (being a property"  
[X Link](https://x.com/gumhace/status/1973107340598517794)  2025-09-30T19:27Z [---] followers, [--] engagements


"@DeepValueBagger Almost never invest the second best the top one is dominating. Sometimes people like to contrarian for their own ego after missing a good company not for maximizing their returns. So many examples NVDA vs AMD HOOD vs BULL IREN vs CIFR etc etc"  
[X Link](https://x.com/gumhace/status/1973127127693205581)  2025-09-30T20:45Z [---] followers, [---] engagements


"You already have generative AI won the noble prize on decoding the DNA sequences of entire proteins space after [--] year of break out yet this is what people claim. AI research requires money and money doesnt grow on the money tree. It comes from digital slop. https://www.nobelprize.org/prizes/chemistry/2024/popular-information/ https://www.nobelprize.org/prizes/chemistry/2024/popular-information/ Ive seen enough I am raising my probability that the entire AI bubble is going to produce nothing but facebook slop and TV commercials to 20%"  
[X Link](https://x.com/gumhace/status/1973408252248445141)  2025-10-01T15:22Z [---] followers, [--] engagements


"@ValerijDaniloff Hey I love your podcasts analysis on various stocks. Its one of the most informative retail oriented podcasts Ive heard. When will be the next update"  
[X Link](https://x.com/gumhace/status/1974486843908337706)  2025-10-04T14:48Z [---] followers, [---] engagements


"@rhysdiab @SayNoToTrading Their revenue growth is at 5% barely keep up with inflation. There is no growth period. They wont deserve a premium at this growth rate and can be traded at 8-12 PE for forever"  
[X Link](https://x.com/gumhace/status/1975062379294793969)  2025-10-06T04:55Z [---] followers, [--] engagements


"Hit my [--] baggers with $IREN waiting it to become a [--] baggers"  
[X Link](https://x.com/gumhace/status/1975299763521433943)  2025-10-06T20:38Z [---] followers, [--] engagements


"@DeepValueBagger LULU is such a good example trending down for the past two years. People keep saying it cant go lower well they now trade a forward PE of [--] while Nike has a forward PE of 25"  
[X Link](https://x.com/gumhace/status/1975787721840062811)  2025-10-08T04:57Z [---] followers, [---] engagements


"@BTC_MSTR_21M Same shit 😂😂😂 I took the screenshot instead of sell"  
[X Link](https://x.com/gumhace/status/1976738828271730744)  2025-10-10T19:57Z [---] followers, [---] engagements


"@Ze1ooooo Love your haters - they're your biggest fans Kanye West"  
[X Link](https://x.com/gumhace/status/1977173377451450729)  2025-10-12T00:44Z [---] followers, [---] engagements


"@DeepValueBagger Same. Wall Streets trick is getting old and fooling nobody"  
[X Link](https://x.com/gumhace/status/1978181480237949289)  2025-10-14T19:29Z [---] followers, [---] engagements


"Love u Mike. I just disconnected in space. My question was what is your valuation framework for smart contracts platform tokens I studied crypto for years and I basically breakdown them into [--] categories [--]. Bitcoin: store of value digital gold POW better fiat. [--]. Smart contracts platform tokens: Solana ETH Tron Sui etc [--]. Utility tokens with a buyback program: pump hyperliquid bonk [--]. Shitcoins: fartcoin etc. Just based on the future cash flow there is no math that ETH could worth 300B yet the market is trading this way. Same for ADA XPR etc why is that the case Thanks Mike maybe you can"  
[X Link](https://x.com/gumhace/status/1978245946787217839)  2025-10-14T23:46Z [---] followers, [---] engagements


"@Wyatts_Torch Boring. 🥱 make it 20% dip"  
[X Link](https://x.com/MaoBaoBaomby/status/1978864992712528300)  2025-10-16T16:45Z [---] followers, [--] engagements


"@jrouldz They simply have no idea what it feels like to to hold growth stock. $HOOD $HIMS $RKLB $ASTS multiple 20% daily price swing ceo sell share short report macro downturn etc. 95% people get washed out before they even hit a 2x"  
[X Link](https://x.com/MaoBaoBaomby/status/1979179874221769195)  2025-10-17T13:37Z [---] followers, [---] engagements


"@WealthyReadings Honestly its a nothing burger. Whats their margin per transaction"  
[X Link](https://x.com/MaoBaoBaomby/status/1976056604299755970)  2025-10-08T22:46Z [---] followers, [----] engagements


"@hyvatherrat @moninvestor Couldnt be scarier than the liberation day which turned out to be net good"  
[X Link](https://x.com/MaoBaoBaomby/status/1978860653260447988)  2025-10-16T16:28Z [---] followers, [--] engagements


"@Rick1591687 @Wyatts_Torch Ill say it again - somebody cares enough to reply twice 💁🏻♂"  
[X Link](https://x.com/MaoBaoBaomby/status/1979288689940255000)  2025-10-17T20:49Z [---] followers, [--] engagements


"@IdeateJS @thexcapitalist Movie Gaming Ads Design. This is just top of my head. Saying those additive slop videos dont make money is like saying TikTok doesnt make. They make billions"  
[X Link](https://x.com/MaoBaoBaomby/status/1979912454202179769)  2025-10-19T14:08Z [---] followers, [--] engagements


"@moninvestor Good move. Every investor needs to learn his/her lesson. Hand-holding investing does not work and you are not supposed to be anyones free financial advisor"  
[X Link](https://x.com/MaoBaoBaomby/status/1979979578270527918)  2025-10-19T18:34Z [---] followers, [---] engagements


"@FundJudah @burdmen441 @saltydocEM @thexcapitalist You are correct here. But there is a saying in the investment world bears sound smart bulls made the money. Its the unknown and skepticism that creates the exponential upsides. There is not much upside when everybody is bullish"  
[X Link](https://x.com/MaoBaoBaomby/status/1980014324295885114)  2025-10-19T20:52Z [---] followers, [--] engagements


"@WealthyReadings If I have to bet probably $LULU with a new management and CEO. Forward PE of [--] is dirt cheap compared to its own historical average and NIKEs forward PE of 25"  
[X Link](https://x.com/MaoBaoBaomby/status/1980314607488303596)  2025-10-20T16:46Z [---] followers, [---] engagements


"- Comparison: Wyatt accurately highlights ERCOTs volatility and $IRENs lack of on-site generation but his claim of no fixed PPAs is unverified and likely overstated as $IRENs low costs suggest some hedging or PPAs. Sigels evidence of effective cost management ($0.033/kWh) is stronger backed by filings though he understates long-term volatility risks. Sigel is more correct here as $IRENs operational data supports its ability to manage power costs effectively"  
[X Link](https://x.com/MaoBaoBaomby/status/1980446178920595560)  2025-10-21T01:28Z [---] followers, [---] engagements


"@Wyatts_Torch @rogueT888 @matthew_sigel @Lazarus_Capital @FransBakker9812 @mikealfred @Umbisam @TheKamaHsutra @litigious_dulce @bitcoinbutcher1 @theBTCMiningGuy - Evidence: Web searches confirm ERCOTs price-based demand response mechanism. For example during peak events large industrial users like data centers often face [--] Coincident Peak (4CP) charges which incentivize curtailment but dont mandate shutdowns"  
[X Link](https://x.com/MaoBaoBaomby/status/1980633223932912092)  2025-10-21T13:52Z [---] followers, [--] engagements


"@Browpeak @RentYourStocks This is so common every good stocks have a group of haters that have missed the train. They spent all day creating FUDs while losing money. Those people are called gay bears because they likes to get their ass fucked. $EOSE $IREN $HOOD $PLTR so many more"  
[X Link](https://x.com/MaoBaoBaomby/status/1980699951467491819)  2025-10-21T18:17Z [---] followers, [---] engagements


"@GlobalCollapse @edge_of_power At the end price will come to the fundamentals. Companies with no positive FCF in the next 2-3 years dont deserve a high valuation in the first place"  
[X Link](https://x.com/MaoBaoBaomby/status/1981222849189941612)  2025-10-23T04:55Z [---] followers, [--] engagements


"@Wyatts_Torch @Agrippa_Inv @OakenshieldVGX Man why does AI say you are not correct every time I am even trying to prompt to make you wrong 💁🏻♂ https://x.com/i/grok/share/ECfqPI4jC6w5n4651acRxIZrj https://x.com/i/grok/share/ECfqPI4jC6w5n4651acRxIZrj"  
[X Link](https://x.com/MaoBaoBaomby/status/1981503361657516137)  2025-10-23T23:29Z [---] followers, [---] engagements


"@KrisPatel99 No terrible idea. ETH and crypto bulls are pulling price target out of their ass. There is no valuation framework that can explain why ETH is worth 500B today none because its not based on FCF and your ultra sound money dont drop 15% in [--] min candle"  
[X Link](https://x.com/MaoBaoBaomby/status/1981712712989385181)  2025-10-24T13:21Z [---] followers, [---] engagements


"@Tsuff101 @aahmad1581 @Wyatts_Torch @Agrippa_Inv @OakenshieldVGX Again please read @LucasBohn125456 Great question. ERCOT is an open market. As demand outstrips supply prices rise. IREN curtailed for Bitcoin for savings. HPC has much higher revenue/MW so it make economics to pay higher rate. If you know power you know that if the grid shutdown it would very hard to bring @LucasBohn125456 Great question. ERCOT is an open market. As demand outstrips supply prices rise. IREN curtailed for Bitcoin for savings. HPC has much higher revenue/MW so it make economics to pay higher rate. If you know"  
[X Link](https://x.com/MaoBaoBaomby/status/1982136784210346086)  2025-10-25T17:26Z [---] followers, [---] engagements


"@DeepValueBagger Lynch: [--] year Walmart"  
[X Link](https://x.com/MaoBaoBaomby/status/1982641778781298829)  2025-10-27T02:53Z [---] followers, [--] engagements


"@dcarchedi @Ze1ooooo Hey I actually got net credit for rolling. Rolling an option is basically closing your current position while simultaneously opening a new open for a longer dated future. Basically you are selling additional time value against your position:)"  
[X Link](https://x.com/MaoBaoBaomby/status/1982932441469010203)  2025-10-27T22:08Z [---] followers, [---] engagements


"Covered calls has a cap on the upside. Lets say if $HOOD gets to $200 on Dec 19th then my [----] shares will be called away (sold) at the price of [---] instead of [---]. Same for [---] [---] but if the price is at [---] I get to keep my shares and get the premium of sold Covered calls for free. Also learn from @Ze1ooooo hes kind of expert in this too"  
[X Link](https://x.com/MaoBaoBaomby/status/1982952081267847418)  2025-10-27T23:26Z [---] followers, [---] engagements


"@DeepValueBagger @accounting_ds So true"  
[X Link](https://x.com/MaoBaoBaomby/status/1983158782239883438)  2025-10-28T13:07Z [---] followers, [--] engagements


"Whats up with all the PainPal $PYPL people as their favorite stock has gone to [--] again. Image when a deal with OPENAI cant save your stock @DeepValueBagger"  
[X Link](https://x.com/MaoBaoBaomby/status/1983932285993759204)  2025-10-30T16:21Z [---] followers, [--] engagements


"@mikealfred At the end the first principle question of smart contracts platforms token valuation will come back and bite those DATs. Nothing besides bitcoin is safe IMO"  
[X Link](https://x.com/MaoBaoBaomby/status/1983982839784976634)  2025-10-30T19:42Z [---] followers, [---] engagements


"@investingluc This is such a amateur take. Citadel literally gives a tighter spread and better fill of orders from Robinhood compared to other institutional counter parters because they deem Robinhood users as dump money and hedge funds quant trades as smart money"  
[X Link](https://x.com/MaoBaoBaomby/status/1984120951156699568)  2025-10-31T04:51Z [---] followers, [---] engagements


"@matthew_sigel @Ross__Hendricks @Ross__Hendricks yeah you literally have generative AI decoded the DNA structure of entire proteins space after one year it came out won the Nobel Chemistry Prize but that must be fake too Right https://www.nobelprize.org/prizes/chemistry/2024/press-release/ https://www.nobelprize.org/prizes/chemistry/2024/press-release/"  
[X Link](https://x.com/MaoBaoBaomby/status/1984669321893986335)  2025-11-01T17:10Z [---] followers, [--] engagements


"@DeepValueBagger It was not an easy hold TBH. Yen carry trade bad [----] Q3 earnings elections then April tariffs. Many including me got shaken out. Its only after the April lows I revisited Peter Lynch and understood his wisdom. Before that I only thought that I know"  
[X Link](https://x.com/MaoBaoBaomby/status/1985168720684089721)  2025-11-03T02:14Z [---] followers, [---] engagements


"@pepemoonboy FinX Wall Street"  
[X Link](https://x.com/MaoBaoBaomby/status/1985347811148263771)  2025-11-03T14:06Z [---] followers, [---] engagements


"I never had a thing with PLTR company with its valuation. But since Michael Burry is now shorting it I am seriously considering to open a sizable position. Those bears have step way out of their lane and it wont be pretty for them. Congrats on all the holders for the great earnings"  
[X Link](https://x.com/MaoBaoBaomby/status/1985711824432398744)  2025-11-04T14:12Z [---] followers, [---] engagements


"All those people who are yelling OPENAI bubble are not thinking from a higher level. I just woke up and read the news this morning about a group of new rules of energy subsidies launched by Beijing for data centers that use Chinese made chips. United States is already lagging behind on many key industrial sectors against China. One of the areas that US still have a competitive advantage is AI supply chain and eco-system. The defining scene of geopolitical landscape for the next 5-10 years is US-China competition for Hegemony. The AI race is the race that US cannot afford to lose. This relates"  
[X Link](https://x.com/MaoBaoBaomby/status/1986430016138232270)  2025-11-06T13:46Z [---] followers, [---] engagements


"@wallstengine Bullish $IREN"  
[X Link](https://x.com/MaoBaoBaomby/status/1986908511725584769)  2025-11-07T21:27Z [---] followers, [---] engagements


"@RJCcapital Bullish $IREN"  
[X Link](https://x.com/MaoBaoBaomby/status/1986943089458446593)  2025-11-07T23:45Z [---] followers, [---] engagements


"Of course valuation does not work on Tesla because Elon has a fan base on both retail and Wall Street. We all understand that. But they pretty much single handily create the EV industry and they are the only company in the West that mass produces cars that can self-drive. Google is good with self driving but they dont make a car. So there is a reason for the premium"  
[X Link](https://x.com/MaoBaoBaomby/status/1987265281576550840)  2025-11-08T21:05Z [---] followers, [--] engagements


"@arpitrage @soumitrashukla9 Thats the biggest BS coming from somebody who has no idea what he is talking about. You CANNOT just download an open source ai and have it do heavy load inference on your local computer. Its fairy tales spinned by AI bears"  
[X Link](https://x.com/MaoBaoBaomby/status/1987358875654213683)  2025-11-09T03:17Z [---] followers, [--] engagements


"@FunOfInvesting What he said makes zero sense. The last gen 3+ years old GPU spot price is literally going up https://x.com/benitoz/status/1987905451087008031s=46 GPU prices arent deflating H100 spot up 8% H200 up 18% expected by Q4 [----]. The AI bubble talk misses the real story: sustained compute scarcity and pricing power. $NVDA still owns the stack https://x.com/benitoz/status/1987905451087008031s=46 GPU prices arent deflating H100 spot up 8% H200 up 18% expected by Q4 [----]. The AI bubble talk misses the real story: sustained compute scarcity and pricing power. $NVDA still owns the stack"  
[X Link](https://x.com/MaoBaoBaomby/status/1987938869703307634)  2025-11-10T17:42Z [---] followers, [---] engagements


"@RJCcapital This u https://x.com/rjccapital/status/1987988254642036768s=46 $CRWV will be up 15% plus after earnings today https://x.com/rjccapital/status/1987988254642036768s=46 $CRWV will be up 15% plus after earnings today"  
[X Link](https://x.com/MaoBaoBaomby/status/1988015542926471533)  2025-11-10T22:46Z [---] followers, [----] engagements


"This whole GPU depreciation fast narrative is spanned by amateurs. CoreWeave just said in their earning calls that their [--] years old renewal contract is within 5% price difference even their A100 card compute power is sold out. Market is overestimating the depreciation not underestimating"  
[X Link](https://x.com/MaoBaoBaomby/status/1988670434179518752)  2025-11-12T18:09Z [---] followers, [---] engagements


"@RJCcapital @michaeljburry $IREN shareholders and $NBIS shareholders unit on hating Michael Burry"  
[X Link](https://x.com/MaoBaoBaomby/status/1988976217400435022)  2025-11-13T14:24Z [---] followers, [---] engagements


"@moninvestor And with no risks on GPU depreciation or what so ever. This is how we know this drawdown has nothing to do with GPU depreciation BS. Look at Terawulf as well no GPU exposure stock down 30%"  
[X Link](https://x.com/MaoBaoBaomby/status/1989346123274981824)  2025-11-14T14:54Z [----] followers, [----] engagements


"@moninvestor Tells u how ridiculous IRENs valuation is right now with a world-class assets in the balance sheet"  
[X Link](https://x.com/MaoBaoBaomby/status/1989446225574379934)  2025-11-14T21:31Z [---] followers, [----] engagements


"@WheelieInvestor Canes is the best food to eat while watching college football"  
[X Link](https://x.com/MaoBaoBaomby/status/1989901748170051961)  2025-11-16T03:42Z [---] followers, [--] engagements


"@mikealfred Multi-Trillion dollar 🤯🤯🤯"  
[X Link](https://x.com/MaoBaoBaomby/status/1989939399019167972)  2025-11-16T06:11Z [---] followers, [---] engagements


"You hit a real good point. Wall Street analysts/financial gurus never get number right for transformational technology because they focus too much on the numbers and not enough on the technology. You cant expect somebody who sits in a manhattan office 9-6 to really see whats going on with wireless internet smart phones cloud now AI"  
[X Link](https://x.com/MaoBaoBaomby/status/1990408604457799818)  2025-11-17T13:16Z [---] followers, [--] engagements


"@mikealfred I just re-listened the IREN space from [--] weeks ago where you gave the closing speech. We all saw this from miles away and Wall Street cant dumb us down anymore. Its really that simple: NOBODY IS BULLISH ENOUGH"  
[X Link](https://x.com/MaoBaoBaomby/status/1990945886826877007)  2025-11-19T00:51Z [---] followers, [----] engagements


"@rbalsaud @POTUS @FLOTUS Did i just see @vladtenev"  
[X Link](https://x.com/MaoBaoBaomby/status/1990998148076998798)  2025-11-19T04:18Z [---] followers, [---] engagements


"@michaeljburry Bro you are literally retarded. Stop the nonsense https://x.com/theallinpod/status/1990819213133619290s=46 David Friedberg: Michael Burrys Datacenter Math is Wrong I actually think Michael Burberry's got this wrong. What Michael Burry is saying is that all of these hyperscalers have extended their depreciation schedule or the useful life of their data centers by roughly 2x https://t.co/lsNb9tFuex https://x.com/theallinpod/status/1990819213133619290s=46 David Friedberg: Michael Burrys Datacenter Math is Wrong I actually think Michael Burberry's got this wrong. What Michael Burry"  
[X Link](https://x.com/MaoBaoBaomby/status/1991012404411400195)  2025-11-19T05:15Z [---] followers, [---] engagements


"@FransBakker9812 Yes when I came to the space last week I had similar thought but could not elaborate it well. The well-design prime located grid connected data center could produce more value over time therefore the value of the data center itself could appreciate instead of depreciate"  
[X Link](https://x.com/MaoBaoBaomby/status/1991354571793617008)  2025-11-20T03:55Z [---] followers, [----] engagements


"I do think it is AI bubble related valuation kills plotted by Wall Street otherwise how is QQQ down more than IWM Are small caps more sensitive to rate cut than large technology and chip companies I dont think there is an AI bubble but hedge funds on Wall Street think otherwise. Even the strongest earning season and good labor market data cant shut them up now lets see if Trump will be happy with all the smoke and mirrors that the Wall Street is throwing"  
[X Link](https://x.com/MaoBaoBaomby/status/1991592129949495402)  2025-11-20T19:39Z [---] followers, [---] engagements


"We are truly living in unusual times where multiple narratives are colliding with each other and perhaps the greatest technological shift in human history is happening. Fed gold bitcoin US China money cycles none of them is going to matter. Our little humanly brain could not comprehend why what and how everything has moved the way it was Maybe in [--] years or so AI will"  
[X Link](https://x.com/MaoBaoBaomby/status/1991598625005375528)  2025-11-20T20:04Z [---] followers, [---] engagements


"Couldnt be more true. If you believe the price you see every second reflect the perfect valuation for that particular company that there is no point for investing individual stocks. Know what you own. Smart Retails Wall Street MMs $NBIS $IREN $CRWV $CIFR Market Makers are absolutely toying with retail investors right now. 🤡 Yesterday retails favourite AI DC plays opened up 5% 10% even 15% up. Investors were flooding in to buy thinking $NVDA had marked the bottom just for said stocks to make a 20% https://t.co/Zc8HWfcfbv $NBIS $IREN $CRWV $CIFR Market Makers are absolutely toying with retail"  
[X Link](https://x.com/MaoBaoBaomby/status/1991925301065224436)  2025-11-21T17:42Z [---] followers, [---] engagements


"@pepemoonboy @PercSeeker92 Another sign of victim mindset is that all successful people are successful mostly because of luck"  
[X Link](https://x.com/MaoBaoBaomby/status/1992251796488929604)  2025-11-22T15:20Z [---] followers, [---] engagements


"@edge_of_power Consolidated Statement of income and asset balance sheet should be must-read prerequisites for active investors who invest in individual companies"  
[X Link](https://x.com/MaoBaoBaomby/status/1992331292298674263)  2025-11-22T20:36Z [---] followers, [--] engagements


"@accounting_ds @moninvestor The risk adjusted return on CIFR is crazy I only wish I have cash to buy more"  
[X Link](https://x.com/MaoBaoBaomby/status/1992394783399256142)  2025-11-23T00:48Z [---] followers, [---] engagements


"@accounting_ds @edge_of_power If you open your substack I would subscribe even for a subscription fee if you keep the same quality of work"  
[X Link](https://x.com/MaoBaoBaomby/status/1992608668085600296)  2025-11-23T14:58Z [---] followers, [--] engagements


"Research like yours take passion commitment and talent. Ive seen too many retail buying companies like $PYPL because low PE on paper without digging enough companys history and competitive advantage. Lots of paper hands are because of lack of conviction and study of the company. Keep up and I would like to always cheer for you"  
[X Link](https://x.com/MaoBaoBaomby/status/1992990926889750994)  2025-11-24T16:17Z [---] followers, [---] engagements


"Watching short sellers and hedge funds suppress $IREN under [--] is so funny. By the way it is not a conspiracy therapy that $IREN is being heavily shorted for the past month and so"  
[X Link](https://x.com/MaoBaoBaomby/status/1993057564964307258)  2025-11-24T20:42Z [---] followers, [---] engagements


"Cancel AI Data Centers 🤣🤣 tell me again US will scale AI infrastructure quickly BREAKING: Im running to succeed Ron DeSantis as Floridas next Republican Governor to make life more affordable for you and your family. Ill stop the H-1B scam tell Blackstone they can't buy our homes cancel AI Data Centers and abolish property taxes. https://t.co/IMDs4kPC9l BREAKING: Im running to succeed Ron DeSantis as Floridas next Republican Governor to make life more affordable for you and your family. Ill stop the H-1B scam tell Blackstone they can't buy our homes cancel AI Data Centers and abolish"  
[X Link](https://x.com/MaoBaoBaomby/status/1993122730234069062)  2025-11-25T01:01Z [---] followers, [---] engagements


"Ai model cannot cure cancer now and are not guaranteed to cure cancer. But it has a really good chance to once it gets good enough. Again I suggest u read AlphaFold [--] and its direct application in drug development. So in order to get the model good enough companies need to spend a shit tons of money to fund it and those money does not grow from money tree. The same model that is really relay good at creating porn will also be good to drug development although it sounds counter intuitive. Because it is about how good can the AI model understand the physical world. They are not mutually"  
[X Link](https://x.com/MaoBaoBaomby/status/1993153271414821075)  2025-11-25T03:02Z [---] followers, [--] engagements


"@The_AI_Investor https://x.com/i/grok/share/EzXmAUQKlxkN0cBFvbMzkW40o https://x.com/i/grok/share/EzXmAUQKlxkN0cBFvbMzkW40o"  
[X Link](https://x.com/MaoBaoBaomby/status/1993391894769156098)  2025-11-25T18:50Z [---] followers, [--] engagements


"@accounting_ds Will early followers get special peaks when you reach 1M followers numbers"  
[X Link](https://x.com/MaoBaoBaomby/status/1993771272061542494)  2025-11-26T19:58Z [---] followers, [--] engagements


"@accounting_ds Rooting for u Daniel"  
[X Link](https://x.com/MaoBaoBaomby/status/1993772863887954216)  2025-11-26T20:04Z [---] followers, [--] engagements


"Look at what I found in SF airport. When $IREN and $NBIS"  
[X Link](https://x.com/MaoBaoBaomby/status/1993873650458804274)  2025-11-27T02:44Z [---] followers, [----] engagements


"Wish a very warm thanksgiving to all my friends on X even the AI bears. No matter how much money is made remember all that glitters is not gold. The real gold is your friends families and people you love and those who love. Happy thanksgiving 🍁"  
[X Link](https://x.com/MaoBaoBaomby/status/1993931620064350513)  2025-11-27T06:35Z [---] followers, [--] engagements


"@mikealfred Can we send $IREN back to [--] Asking for my future girlfriends"  
[X Link](https://x.com/MaoBaoBaomby/status/1994488381364130233)  2025-11-28T19:27Z [---] followers, [----] engagements


"@accounting_ds @jrouldz CRWVs asset balance sheet is way too ugly"  
[X Link](https://x.com/MaoBaoBaomby/status/1994965491467870539)  2025-11-30T03:03Z [---] followers, [---] engagements


"@accounting_ds Mike Alfred: there is real prize to greatness. Most arent willing to pay for it and thats ok"  
[X Link](https://x.com/MaoBaoBaomby/status/1995208455259582930)  2025-11-30T19:08Z [---] followers, [---] engagements


"@Tsuff101 @jiahanjimliu @brianfry01 @Spiralout_one It is. $IREN has been doing GPU cloud service for over a year now in a smaller scale and $CIFR hasnt even got started yet. Do you know how hard it is right now to get GPU allocation from NVDA Clearly you dont"  
[X Link](https://x.com/MaoBaoBaomby/status/1995215480752320621)  2025-11-30T19:36Z [---] followers, [---] engagements


"If you think any bitcoin miners can just go talk to NVDA or even AMD and ask them to sell you tens of thousands of state of the art GPU which the company needs to take debt for without a proven track record of running cloud services or a MAG7 hyperscaler customer as your tenant then I dont know what to tell u. As much as we dont like CoreWeave their biggest moat is actually their direct partnership with NVDA to get the best GPUs"  
[X Link](https://x.com/MaoBaoBaomby/status/1995218768918958313)  2025-11-30T19:49Z [---] followers, [---] engagements


"@brianfry01 @Tsuff101 @jiahanjimliu @Spiralout_one Additionally NVDA right now literally decides which customers and how much to sell them. I highly doubt that players like $CLSK or $BITF can go to NVDA or AMD and ask them for tens of thousands of GPU which they dont have money for. If you think any bitcoin miners can just go talk to NVDA or even AMD and ask them to sell you tens of thousands of state of the art GPU which the company needs to take debt for without a proven track record of running cloud services or a MAG7 hyperscaler customer as your If you think any bitcoin miners can just go"  
[X Link](https://x.com/MaoBaoBaomby/status/1995227729927757874)  2025-11-30T20:25Z [---] followers, [---] engagements


"For GB300s IREN purchases it through DELL with racks cables ancillaries and thats the Microsoft deal. IREN also runs its own cloud in Canada where the GPUs are directly purchased through NVDA and AMD. But those are minor details. Dell has to get their GPUs from NVDA with a contracted customer. I think these are just minor details"  
[X Link](https://x.com/MaoBaoBaomby/status/1995231669490692248)  2025-11-30T20:41Z [---] followers, [--] engagements


"TBH I have been expecting this news for a while. With simple math we know $IREN is short on cash for the Microsoft buildout therefore they either have to do project based financing or convertible notes. Buying out old converts with lower convert price when the current stock price is higher is the right thing to do if the management believes that the price will keep appreciating. The key thing to watch from there will be the interest rate on the notes subscription level and convert price. Stock market is in lots of skepticism now but bond market could tell us a different story. $IREN plans to"  
[X Link](https://x.com/MaoBaoBaomby/status/1995615567118795112)  2025-12-01T22:06Z [---] followers, 19.2K engagements


"@MktMavPro What are you talking about This raise is just for the MSFT buildout. If you look at the cash on the balance sheet now for IREN they will have to do converts or financing to build this. $NBIS might need to do that same thing soon you just dont know https://x.com/maobaobaomby/status/1995615567118795112s=46 TBH I have been expecting this news for a while. With simple math we know $IREN is short on cash for the Microsoft buildout therefore they either have to do project based financing or convertible notes. Buying out old converts with lower convert price when the current stock"  
[X Link](https://x.com/MaoBaoBaomby/status/1995616558157365612)  2025-12-01T22:10Z [---] followers, [----] engagements


"I know. But Horizon 1-4 has [---] MW of power and IREN has to raise over 3B in like [--] months to barely fund the buildout on the Microsoft deal and thats with the 1.94B of prepayment. SW has [---] GW of power HOW THE EARTH WILL IREN GET THIS MONEY. Of course as a shareholder I want the potential of IREN to be as high as possible but we also need to look at reality and not be delusional"  
[X Link](https://x.com/MaoBaoBaomby/status/1995643244038737948)  2025-12-01T23:56Z [---] followers, [---] engagements


"@acdumitru90 I am vacationing heading back to Austin tonight 🫠 I love Vancouver"  
[X Link](https://x.com/MaoBaoBaomby/status/1995652830833901951)  2025-12-02T00:34Z [---] followers, [--] engagements


"With Horizon 5-10 I am fine with IREN signing a cloud deal after they get the 1-4 finished and running. But with SW [---] GW of power I really really dont want IREN to talk too much debt and become over leveraged. When a company runs on too much risk any link on the whole chain breaks it could be catastrophic"  
[X Link](https://x.com/MaoBaoBaomby/status/1995660660542185606)  2025-12-02T01:05Z [---] followers, [---] engagements


"I tend to agree here. Hyperscaler dont buy direct equity offerings like just without any partnership just to help the other company retire old convert notes. @GlobalCollapse I know you meant the equity buyer. But the point still stands $GOOG and $NVDA dont participate in direct equity offerings of other public companies to help retire converts. If they want exposure they take a strategic equity stake through their investment arms and announce it @GlobalCollapse I know you meant the equity buyer. But the point still stands $GOOG and $NVDA dont participate in direct equity offerings of other"  
[X Link](https://x.com/MaoBaoBaomby/status/1995751429286617282)  2025-12-02T07:06Z [---] followers, [---] engagements


"Since nobody likes my when will I sell IREN post I will just never sell IREN and use my shares as future collateral to buy houses 🫠"  
[X Link](https://x.com/MaoBaoBaomby/status/1995883862707372339)  2025-12-02T15:52Z [---] followers, [---] engagements


"@RealJimChanos The rack power density that requires to run NVDA GPU clusters is much much higher than traditional CPU and data storage DCs. Asking question is good first step Jim"  
[X Link](https://x.com/MaoBaoBaomby/status/1995906074172608820)  2025-12-02T17:21Z [---] followers, [----] engagements


"@mikealfred I am prepared for $60 year end price for IREN not prepared for another -15% down. Please"  
[X Link](https://x.com/MaoBaoBaomby/status/1996057456997519736)  2025-12-03T03:22Z [---] followers, [----] engagements


"@DrTomsLens Dr with respect you are dreaming about the future which nobody can predict and verify. If you are investing based on sci-fi scenarios then good luck"  
[X Link](https://x.com/MaoBaoBaomby/status/1996344142868406775)  2025-12-03T22:21Z [---] followers, [--] engagements


"Jensen founded the company that makes GPU. Are you an investor or tech founder Can you make the prediction you have into reality That what Jensen and all great founders did. I know I am an investor not a founder. If you believe otherwise then you should work toward eliminating the difference between hardwares across different companies and make them as cheap as possible not spilling fantasies and arguing with an online BaoBao"  
[X Link](https://x.com/MaoBaoBaomby/status/1996347632747266231)  2025-12-03T22:35Z [---] followers, [--] engagements


"@FransBakker9812 So many good things are not priced in for IREN and so many unknown risk is overblown. Cant wait for 2026"  
[X Link](https://x.com/MaoBaoBaomby/status/1996406759498695060)  2025-12-04T02:30Z [---] followers, [---] engagements


"$IREN Guys there is no way to sugar coat it although the issuing has not been closed the term of the convertible notes this round is much much worse than the one that was issued in October. Here is the quick summary by Gemini: Quick Summary of Changes Interest Rates: The October notes were 0% interest (free money) whereas the new December notes carry small coupons (0.25% and 1.00%) reflecting slightly tighter financing conditions. Conversion Price: The conversion price has dropped significantly (from $85.63 to $51.40) driven by the decline in IREN's stock price between October and December."  
[X Link](https://x.com/MaoBaoBaomby/status/1996743604006498707)  2025-12-05T00:49Z [----] followers, 30.6K engagements


"Technically speaking IREN could do this in October and November when share price was significantly higher to buyback old converts to achieving the same goal with less shares being issued. I dont have a financial education background so I dont know how to correctly valuate converts based on market conditions so I want some more experienced community members to give their thoughts"  
[X Link](https://x.com/MaoBaoBaomby/status/1996770239544005000)  2025-12-05T02:34Z [---] followers, [---] engagements


"The thing I worry about most is that if the bond market/Wall Street is reluctant to lend money to IREN and demands harsher concessions from the company $IREN might not have enough capital to develop those sites. $IREN has control of world class assets I have zero doubts regarding those. But in order for those assets to generate positive cash flows the initial capex for developing those sites is huge. What we are seeing now is just utilizing of 300MW of power for half of Childress with Capex spending of close to 8B. 5B for GPUs and 3B for site development. What about rest of Childress and SW"  
[X Link](https://x.com/MaoBaoBaomby/status/1996805724102447179)  2025-12-05T04:55Z [---] followers, [---] engagements


"@james_j_otis @PDPhilaPhil No true. They couldve retire the same debt when share price were higher and issued less shares to be sold to buy back the same old converts"  
[X Link](https://x.com/MaoBaoBaomby/status/1996809170268615153)  2025-12-05T05:09Z [---] followers, [--] engagements


"@edge_of_power @mikealfred My cost basis for most shares is at $20 but it might be a much harder hold for lots of people who came in at 50s and 60s"  
[X Link](https://x.com/MaoBaoBaomby/status/1997024863434035636)  2025-12-05T19:26Z [---] followers, [---] engagements


"@edge_of_power @mikealfred Tell me about it. I brought $HOOD last year around $18-20 in June and July. Then one month after I brought we had Yen Carry Trade it dropped it $12-13. Then during the April tariff it drops from [--] to [--]. Now its at $130. Its the kind of investment I live for"  
[X Link](https://x.com/MaoBaoBaomby/status/1997027278396776808)  2025-12-05T19:36Z [---] followers, [---] engagements


"@aleabitoreddit @Hedgeye $CRWV is the worst neocloud theres no other way to put it"  
[X Link](https://x.com/MaoBaoBaomby/status/1997035055580094933)  2025-12-05T20:07Z [---] followers, [---] engagements


"@michaeljburry Sorry man NVDA is not going down. Another [--] tweets wont do it. You shorts are fucked"  
[X Link](https://x.com/MaoBaoBaomby/status/1997754901556830554)  2025-12-07T19:47Z [---] followers, [----] engagements


"I would add that PE number has more to do with Macro condition liquidity and sentiment than the company itself especially given that neocloud is a completely new sector. Even companies like NVDA can trade around [--] - [--] forward PE it all depends on how market decides to discount growth rate vs capex"  
[X Link](https://x.com/MaoBaoBaomby/status/1998073070045585523)  2025-12-08T16:51Z [---] followers, [--] engagements


"@jiahanjimliu CoreWeave has way way way higher financing and execution risk than IREN. If any of their colocation partners mess up and they couldnt miss the payment on the contract they are in big trouble"  
[X Link](https://x.com/MaoBaoBaomby/status/1998193652296753340)  2025-12-09T00:51Z [---] followers, [---] engagements


"@bitcoinbutcher1 @jimcramer And IREN doesnt have [--] co-location partners which can easily mess up. When that happens CRWV misses one payment their debt could explode"  
[X Link](https://x.com/MaoBaoBaomby/status/1998434184595898667)  2025-12-09T16:46Z [---] followers, [---] engagements


"@mikealfred We missed your tweet on bitcoin price updates"  
[X Link](https://x.com/MaoBaoBaomby/status/1998481264912089237)  2025-12-09T19:53Z [---] followers, [---] engagements


"@chickvestor You need to checkout $WULF over 30% shorted"  
[X Link](https://x.com/MaoBaoBaomby/status/1998570449371033863)  2025-12-10T01:48Z [---] followers, [---] engagements


"@HaydnBCole @aleabitoreddit @Hedgeye Does Jensen have control over the facility of Core scientific or Applied Digital or Galaxy Again none of this is news just listen to the CEO of coreweave in the last earnings call. If you only think this is going to happen once go ahead and buy the stock"  
[X Link](https://x.com/MaoBaoBaomby/status/1998776413696983319)  2025-12-10T15:26Z [----] followers, [---] engagements


"@HaydnBCole @aleabitoreddit @Hedgeye You can keep your own opinion. I dont want to own a company with [--] colocation partners which if any of them mess up could result in the blow up of the debt of the itself"  
[X Link](https://x.com/MaoBaoBaomby/status/1998779431695888482)  2025-12-10T15:38Z [---] followers, [--] engagements


"@ronitkd Good content followed"  
[X Link](https://x.com/MaoBaoBaomby/status/1998789732311118212)  2025-12-10T16:19Z [---] followers, [---] engagements


"@accounting_ds @babyfolio You guys need to check out $WULF short float 40% 💀☠"  
[X Link](https://x.com/MaoBaoBaomby/status/1998844054839099607)  2025-12-10T19:55Z [---] followers, [---] engagements


"$IREN $NBIS $CRWV My prediction: Oracle will have massive beat for their earnings providing visibility on how OPENAI will execute their spending commitment. All neocloud stock will have massive pump AH. Will not delete if wrong"  
[X Link](https://x.com/MaoBaoBaomby/status/1998848007534424431)  2025-12-10T20:11Z [---] followers, 10.1K engagements


"@edge_of_power I am sick. The whole sector needs narrative improvements"  
[X Link](https://x.com/MaoBaoBaomby/status/1998854176928051229)  2025-12-10T20:35Z [---] followers, [---] engagements


"@hhuang Time to 3x long labubu"  
[X Link](https://x.com/MaoBaoBaomby/status/1998916550179643864)  2025-12-11T00:43Z [----] followers, [---] engagements


"@aleabitoreddit Question: if OPENAI cannot absorb the increasing buildout of data center and compute which means that AI arm race cools off wouldnt that cause margins compression for Neocloud sector as a whole"  
[X Link](https://x.com/MaoBaoBaomby/status/1998927424298561817)  2025-12-11T01:26Z [---] followers, [----] engagements


"Particularly true for all growth stocks. $RKLB $ASTS $APP $PLTR all had bad moments. When I first started investing I brought $RKLB over $5 then sold it a week later after down 30% when they had a launch failure lost customer payload after multiple delays. Now in hindsight people say its such an obvious buy at $5 but most people wouldnt have held. When the rocket and share price both tanked I created this account a few years back mainly to see NSFW content and trolling ppl on Twitter but since Ive learned so much from FinX. I want to share my investment journey in particular my biggest"  
[X Link](https://x.com/MaoBaoBaomby/status/1998963699415986272)  2025-12-11T03:50Z [---] followers, [---] engagements


"The key is here is that doesnt matter what ones personal opinion regarding OpenAI or Sam Altman we absolutely need them to succeed on both the frontiers model level and monetization level to fuel the whole AI ecosystem going otherwise neocloud is just a wild dream all the capex is not going to see exponential returns. This holds true to all Neoclouds"  
[X Link](https://x.com/MaoBaoBaomby/status/1999312148090999214)  2025-12-12T02:55Z [---] followers, [---] engagements


"@jiahanjimliu We are thinking the same 🤝this is insanely bullish for $IREN. Cant believe market trades this stupid https://x.com/maobaobaomby/status/1999530283947655247s=46 $IREN I hate to sound like a permabull but this is literally bullish for $IREN. $IREN time to power execution capabilities will be even valued higher. As more and more weaker infrastructure players could not deliver for their commitment the one which can will be strongly https://x.com/maobaobaomby/status/1999530283947655247s=46 $IREN I hate to sound like a permabull but this is literally bullish for $IREN. $IREN time to"  
[X Link](https://x.com/MaoBaoBaomby/status/1999531265351876717)  2025-12-12T17:26Z [---] followers, [---] engagements


"@accounting_ds They are failing because they could not build not because there isnt enough demand. How is this not bullish for $IREN $CIFR and all the strong infra players 😂😂😂"  
[X Link](https://x.com/MaoBaoBaomby/status/1999531939045204061)  2025-12-12T17:28Z [---] followers, [---] engagements


"@SpoonKidnapper @jiahanjimliu Its crazy. Look at Oracles price action it seems like the market is not giving them credibility for their refute and sides with Bloomberg on the delay story"  
[X Link](https://x.com/MaoBaoBaomby/status/1999558970780930198)  2025-12-12T19:16Z [---] followers, [---] engagements


"@edge_of_power I am now tend to believe the article is in fact factual given the price action of Oracle this afternoon. As long as AI demand is there and $IREN s time to power execution advantage holds up all should be good"  
[X Link](https://x.com/MaoBaoBaomby/status/1999588147978477950)  2025-12-12T21:12Z [---] followers, [---] engagements


"@edge_of_power I am hoping if not I will cry 🫠"  
[X Link](https://x.com/MaoBaoBaomby/status/1999590199278403624)  2025-12-12T21:20Z [---] followers, [--] engagements


"I guess this is where each individual investors have to decide: do you trust the management of the company or do you trust the market price action by traders My thesis is that : not one or two but all of MAG7 companies CEO and management is saying their revenue growth from cloud AI and hardware is accelerating and they will increase the capex for the next two years. You can go upstream all the way to $GEV and their gas turbines for energy production is sold out all the way to [----]. Similar situations for GPUs for $NVDA and $AMD they have thee years of backlogs. You can go downstream to"  
[X Link](https://x.com/MaoBaoBaomby/status/1999905247721042018)  2025-12-13T18:12Z [---] followers, [---] engagements


"@willweathersby @edge_of_power @danroberts0101 Short sellers going to short retail favorite companies its their playbook. $PLTR $APP and the original meme stock $TSLA"  
[X Link](https://x.com/MaoBaoBaomby/status/2000013505232028006)  2025-12-14T01:22Z [---] followers, [---] engagements


"I think the last Fridays 1B dollar deal with Disney on Sora is an indication that OpenAI is ramping up the monetization effect. I think more deals like this will come in [----] which will bring significant cashflow Also we get to aware that Anthropics ARR jumped from 1B from the start of [----] to close to 10B at year end (already happened) and is projected to grow 70B in [----]. We have never seen a company grow its revenue from 1B to close to 10B in a single year span. This is the monetization potential of AI. I am not suggesting that the pace of growth of Anthropic or other frontier AI lap can"  
[X Link](https://x.com/MaoBaoBaomby/status/2000243071762698586)  2025-12-14T16:34Z [---] followers, [----] engagements


"@edge_of_power I agree. The monetization cannot just be coding agent or chatbots. That market is too niched and small. It has to be something very mainstream like entertainment ads customer products etc"  
[X Link](https://x.com/MaoBaoBaomby/status/2000249047647768648)  2025-12-14T16:58Z [---] followers, [--] engagements


"Contrarian view: I dont think $IREN price can go much lower. Will not delete if wrong"  
[X Link](https://x.com/MaoBaoBaomby/status/2000424464366916076)  2025-12-15T04:35Z [---] followers, 18.9K engagements


"Whats everybodys thought on neoclouds and miners if we get a -10% pullback on $QQQ giving the consistent bearish sentiment on the AI trade"  
[X Link](https://x.com/MaoBaoBaomby/status/2000768642703671473)  2025-12-16T03:23Z [---] followers, [----] engagements


"$IREN has broken [--] which based on Chinese Bagua probability calculations is heading $0.0001 per share. Dumping all my $IREN shares and calls to buy waste management $WM which just raised dividends and based on Chinese Bagua probability calculations is heading to $1000 per share. #shitpost https://twitter.com/i/web/status/2000941432001929558 https://twitter.com/i/web/status/2000941432001929558"  
[X Link](https://x.com/MaoBaoBaomby/status/2000941432001929558)  2025-12-16T14:49Z [----] followers, [----] engagements


"$IREN $NBIS I have said it many times and I will say it again: AI is not metaverse [---] no matter how people want to span it. Having the best AI model is important to sovereign safety and global competition. If US companies stop spending China will 100% unleash government funding to support frontier AI model development when Alibaba or Deepseek has the equivalent SOTA model it will underprice the token output and take over the entire space. Its the standard playbook for the past [--] years. I also want to remind people again during the Cold War there is no money to be made sending astronauts to"  
[X Link](https://x.com/MaoBaoBaomby/status/2001144907902115913)  2025-12-17T04:18Z [---] followers, 13.2K engagements


"@mrmag314 Amount of short sighted politicians and hedge fund managers are ridiculous in US"  
[X Link](https://x.com/MaoBaoBaomby/status/2001332859454525921)  2025-12-17T16:45Z [---] followers, [---] engagements


"Wall Street can keep running their circus on AI related themes. I personally listened and went through almost all the important earnings this season especially AI related companies. Either the best [--] companies managements are collectively colluding with each other and lying to investors or Wall Street hedge funds and their controlled media are creating an alternative reality to help cover their huge underperforming this year against the retail. I believe the latter"  
[X Link](https://x.com/MaoBaoBaomby/status/2001394307509461204)  2025-12-17T20:49Z [---] followers, [----] engagements


"@Ross__Hendricks Jim Chanos has been wrong for the past [--] years. Image listen to him. I know he is intelligent but look at his short on $TLSA $LMND $DASH"  
[X Link](https://x.com/MaoBaoBaomby/status/2001446530406903939)  2025-12-18T00:16Z [----] followers, [---] engagements


"@Ross__Hendricks @user889889 Love your consistency. You were short at peak euphoria and short now. So many people just flip flop"  
[X Link](https://x.com/MaoBaoBaomby/status/2001462605878108627)  2025-12-18T01:20Z [---] followers, [--] engagements


"Agree with you. Apple Vision Pro was the last push kinda buried the whole space. The hardware and tech just isnt there yet not enough use cases not enough end customers. Slowly it will get there. AI is totally a different story where the model capabilities are hard limited by compute the use cases and demands are everywhere. Its hyper competitive where the company owns the SOTA model could eat the whole pie"  
[X Link](https://x.com/MaoBaoBaomby/status/2001512388156105192)  2025-12-18T04:38Z [----] followers, [---] engagements


"Microsoft said they want to have infrastructure for more than one GPU SKU but we know for a fact that each generation of GPU requires higher rack density and more advanced cooling and communication tool to build a GPU cluster. So just identifying the power source is not enough they also need to partner who can execute on building advanced AI factory unless they want to building everything in-house. Bullish $IREN"  
[X Link](https://x.com/MaoBaoBaomby/status/2001734414473269356)  2025-12-18T19:20Z [----] followers, [---] engagements


"@jiahanjimliu @genZinvest0r @jiahanjimliu @genZinvest0r come on guys we have one Green Day the tribal war is back for $IREN and $NBIS"  
[X Link](https://x.com/MaoBaoBaomby/status/2001746877704728930)  2025-12-18T20:10Z [---] followers, [---] engagements


"@jiahanjimliu @genZinvest0r Lets wait until $IREN get back to $80 and $NBIS back to $140 and the whole neocloud space is booming then we can keep doing the decade long argument on whos better on what"  
[X Link](https://x.com/MaoBaoBaomby/status/2001748192849748442)  2025-12-18T20:15Z [---] followers, [---] engagements


"Anyone still believe $ORCL is overbuilding In the hindsight everything will be so obvious TikTok's CEO told employees that its parent company ByteDance signed binding agreements to create a US joint venture majority-owned by American investors including Oracle $ORCL Silver Lake ad MGX - Bloomberg $ORCL stock is up 4% in after hours 🟢🟢🟢🟢 https://t.co/B5eDE3wHGk TikTok's CEO told employees that its parent company ByteDance signed binding agreements to create a US joint venture majority-owned by American investors including Oracle $ORCL Silver Lake ad MGX - Bloomberg $ORCL stock is up 4% in"  
[X Link](https://x.com/MaoBaoBaomby/status/2001806120609026084)  2025-12-19T00:05Z [----] followers, [---] engagements


"@DollarCostAvg We will melt up. Inflation numbers down Oracle brought majority shares in TikTok and will host their services coreweave joined US energy initiative WYFI signed new deal with Nscale OpenAI raise 100B and release codexso many good news today"  
[X Link](https://x.com/MaoBaoBaomby/status/2001808449546645905)  2025-12-19T00:15Z [----] followers, [----] engagements


"$IREN This is also based on my updated Chinese Bagua calculation. We will see a very Green Day tomorrow and next week with small probability of ending [----] at $69.69 Chinese Bagua chart squiggling Will not delete if wrong @DollarCostAvg We will melt up. Inflation numbers down Oracle brought majority shares in TikTok and will host their services coreweave joined US energy initiative WYFI signed new deal with Nscale OpenAI raise 100B and release codexso many good news today @DollarCostAvg We will melt up. Inflation numbers down Oracle brought majority shares in TikTok and will host their"  
[X Link](https://x.com/MaoBaoBaomby/status/2001829272365994130)  2025-12-19T01:37Z [---] followers, [----] engagements


"How many people shorted $CRWV Thats quite a squeeze up +22%. $IREN nicely up +9%. My Chinese Bagua finally hit. Astrology and tarot cards prediction coming next week on subscription only which will break down all the mystery of price predictions. Bagua + Astrology + Tarot cards chart squiggling #shitpost"  
[X Link](https://x.com/MaoBaoBaomby/status/2002094356371579212)  2025-12-19T19:11Z [----] followers, [---] engagements


"Wisdom of the day: You cant put too much weight on what some Wall Street analysts say especially against the management of the company they supposed to cover. On average C-suit managements of any successful run business (especially founder led one) are lot smarter and experienced than some analysts from some banks. In general there is nothing that analysts could know that the management of the company does not know. The information you gather from companys earnings call and press release should be treated as the most valuable source of anyones decision making investment. The first step of any"  
[X Link](https://x.com/MaoBaoBaomby/status/2002112051481850228)  2025-12-19T20:21Z [---] followers, [---] engagements


"@RealJimChanos @mikealfred 😂😂😂 You guys are my favorite. But Mike is right outside of AI and mag7 rest of S&P are pretty flat even down YTD and for the past [--] years"  
[X Link](https://x.com/MaoBaoBaomby/status/2002131785233445308)  2025-12-19T21:39Z [---] followers, [---] engagements


"@TheKamaHsutra Wonderful I am from Shanghai so good to see the city I love and grew up in. The Da Zha Xie (crap) in this season is soooo goooood"  
[X Link](https://x.com/MaoBaoBaomby/status/2002162983561052594)  2025-12-19T23:43Z [---] followers, [---] engagements


"Dan is working on better analyst coverage. Reggie will be out of job soon. BULLISH $IREN @MaoBaoBaomby Working on it @MaoBaoBaomby Working on it"  
[X Link](https://x.com/MaoBaoBaomby/status/2002165520997441814)  2025-12-19T23:53Z [----] followers, 11K engagements


"@TheKamaHsutra I think our favorite CEO Dan is doing a live Q&A dont miss it"  
[X Link](https://x.com/MaoBaoBaomby/status/2002165949244256326)  2025-12-19T23:55Z [---] followers, [--] engagements


"@Jackie_s_pace Reggie is a terrible analyst from Goldman Sacks who initiated a $19 PT when $IREN was traded at $60s"  
[X Link](https://x.com/MaoBaoBaomby/status/2002167676555190279)  2025-12-20T00:02Z [---] followers, [---] engagements


"@danroberts0101 @RHouseResearch Please dont listen to @RHouseResearch he is an IREN hater"  
[X Link](https://x.com/MaoBaoBaomby/status/2002172319259836917)  2025-12-20T00:20Z [---] followers, [---] engagements


"I think that for the last decade people have been heavily invested in software companies when even when some errors happen they can be rolled back quickly. After all its just a brunch of code where patch fixes are easy. However that dynamic is significantly different in physical infrastructures and systems. Its not easy to fix a rocket or redo design for data center. Even cars if you have one generation of bad models next fix is not there for at least another year. Thats part of why all the legacy car companies traded at low PE multiples. People need to keep that in minds"  
[X Link](https://x.com/MaoBaoBaomby/status/2002432682853052671)  2025-12-20T17:35Z [---] followers, [---] engagements


"Remember back in [----] and the yield curve was inverted and it was a [--] out of [--] signal that we would have the prolonged recession and hard landing Me neither. Those macro bears new day old story This is one of the most unmistakable patterns in macro. we're just waiting for the "grey bar" to show up now https://t.co/JoKcECBIsP This is one of the most unmistakable patterns in macro. we're just waiting for the "grey bar" to show up now https://t.co/JoKcECBIsP"  
[X Link](https://x.com/MaoBaoBaomby/status/2002491160061960258)  2025-12-20T21:27Z [----] followers, [----] engagements


"@edge_of_power I am cool with him being bearish but I dont agree with his supporting evidences. Macro bears came out every year when there is weakness its not really a big deal"  
[X Link](https://x.com/MaoBaoBaomby/status/2002496480553353409)  2025-12-20T21:49Z [---] followers, [--] engagements


"@Ross__Hendricks Thank you for replaying But hasnt it been [--] years already 😂 I just checked the chart the [--] [--] spread is expanding the widening gap is usually regarded as a macro bullish signal. Based on your analysis how long do we have to wait https://www.cnbc.com/quotes/10Y2YS https://www.cnbc.com/quotes/10Y2YS"  
[X Link](https://x.com/MaoBaoBaomby/status/2002499860118085777)  2025-12-20T22:02Z [----] followers, [--] engagements


"@Ross__Hendricks labor market is weakening/inflation down(I live in Austin rents down like 15% this year) more rate cuts coming a new Fed chair next year more rate cuts coming and QE the spread keep expanding. Unless there is a inversion I dont see how its not bullish"  
[X Link](https://x.com/MaoBaoBaomby/status/2002503770631250224)  2025-12-20T22:17Z [---] followers, [--] engagements


"@RHouseResearch Where is the threat Call [---] bud"  
[X Link](https://x.com/MaoBaoBaomby/status/2002508243806081434)  2025-12-20T22:35Z [---] followers, [---] engagements


"I actually think unemployment could go higher next year. Once it on a uptrend its hard to get it backdown. But your entire macro bear case is based on unemployment then we wouldnt have the quickest reversal during COVID. If Fed aggressively cut and do QE plus Trump probably send stimulus for midterm then asset price is just going to get inflated. And lets do forget the economy is already K-shaped its not like the bottom 50% of the people is doing all the spending so its not even going to hurt earning that much. All these factors added together = Bullish 26"  
[X Link](https://x.com/MaoBaoBaomby/status/2002531674354078035)  2025-12-21T00:08Z [---] followers, [---] engagements


"@PDPhilaPhil @edge_of_power @danroberts0101 The SW [--] energization has a schedule it does not come online all at once and will probably serve multi-clients. Thats my prediction"  
[X Link](https://x.com/MaoBaoBaomby/status/2002808355799363821)  2025-12-21T18:28Z [---] followers, [---] engagements


"@treasury_bill @danroberts0101 Maybe just some good publicity after share price taken a beat and short sellers and Fuder running wild"  
[X Link](https://x.com/MaoBaoBaomby/status/2002927443620053035)  2025-12-22T02:21Z [---] followers, [--] engagements


"$IREN $NBIS $NVDA My question is: does companies and hyperscalers have enough GW of power and data centers available to support the faster architectural cadence pushed by Nvidia We already know that the data centers that run the current generation Hopper GPU cannot run BlackWells without significant upgrades. For B200s and GB300s with NVL [--] it requires an entire rack layout and more advanced cooling solutions. From now on we can extrapolate that each new generation of GPU clusters are going to require higher rack density more advanced liquid cooling and higher power consumption of networking"  
[X Link](https://x.com/MaoBaoBaomby/status/2002951728782541126)  2025-12-22T03:57Z [----] followers, 14.2K engagements

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