[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @RHouseResearch Rittenhouse Research Cipher Mining ($CIFR) recently announced a significant data center co-location deal with Amazon ($AMZN), providing an estimated 200MW of critical IT load capacity, with a total contract value of $XXX billion over XX years. This deal has garnered attention from major investors, including Jane Street, which has disclosed a X% position in Cipher Mining. Additionally, Galaxy Digital ($GLXY) and CoreWeave ($CRWV) are also making notable advancements in the data center and AI spaces. ### Engagements: XXXXX [#](/creator/twitter::1923064392289050624/interactions)  - X Week XXXXXXX -XX% - X Month XXXXXXX -XX% - X Months XXXXXXXXX +8,455% ### Mentions: XX [#](/creator/twitter::1923064392289050624/posts_active)  - X Month XX -XX% - X Months XXX +4,790% ### Followers: XXXXX [#](/creator/twitter::1923064392289050624/followers)  - X Week XXXXX +1.20% - X Month XXXXX +5.70% - X Months XXXXX +1,890% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::1923064392289050624/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) [finance](/list/finance) [technology brands](/list/technology-brands) [currencies](/list/currencies) [social networks](/list/social-networks) [cryptocurrencies](/list/cryptocurrencies) **Social topic influence** [$iren](/topic/$iren) #124, [$msft](/topic/$msft) #168, [$nbis](/topic/$nbis) #122, [microsoft](/topic/microsoft) #1500, [if you](/topic/if-you), [$crwv](/topic/$crwv) #46, [$glxy](/topic/$glxy) #19, [ai](/topic/ai), [debt](/topic/debt) #1127, [twitter](/topic/twitter) **Top accounts mentioned or mentioned by** [@realjimchanos](/creator/undefined) [@floodcapital](/creator/undefined) [@semianalysis](/creator/undefined) [@akramsrazor](/creator/undefined) [@galaxyhq](/creator/undefined) [@jarronjackson4](/creator/undefined) [@mvcinvesting](/creator/undefined) [@daveyjuice](/creator/undefined) [@novogratz](/creator/undefined) [@dylan522p](/creator/undefined) [@stefanvanderlux](/creator/undefined) [@thekamahsutra](/creator/undefined) [@fransbakker9812](/creator/undefined) [@matthewsigel](/creator/undefined) [@actaccordingly](/creator/undefined) [@buccocapital](/creator/undefined) [@mikealfred](/creator/undefined) [@chelapples](/creator/undefined) [@trailinvest](/creator/undefined) [@umbisam](/creator/undefined) **Top assets mentioned** [IREN Limited (IREN)](/topic/$iren) [Microsoft Corp. (MSFT)](/topic/$msft) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [CoreWeave, Inc. (CRWV)](/topic/$crwv) [Galaxy Digital Inc. (GLXY)](/topic/$glxy) [TeraWulf Inc. (WULF)](/topic/terawulf) [Freicoin (FRC)](/topic/$frc) [Freshpet, Inc. (FRPT)](/topic/$frpt) [ProCap BTC (BRR)](/topic/$brr) ### Top Social Posts Top posts by engagements in the last XX hours "You actually made some good points here - the NJ location likely explains part of the premium pricing and the actual count is likely 100K (reporting is unclear). As I said earlier $IREN provides much more details than $NBIS - this isnt even up for debate. As to why you feel the need to personally attack (and wish harm on) me because of a Twitter exchange - I think that says a lot more about you than me" [X Link](https://x.com/RHouseResearch/status/1994852572985762084) 2025-11-29T19:34Z 8103 followers, XXX engagements "To IRENs $IREN credit - they provide much more detail and disclosure on their cloud business (e.g. precise GPU count expected CapEx $ per GPU for their Microsoft $MSFT deal) than Nebius $NBIS" [X Link](https://x.com/RHouseResearch/status/1994856332441391412) 2025-11-29T19:49Z 8102 followers, 13.4K engagements "@JordaanTrades No its not. Youre capping" [X Link](https://x.com/RHouseResearch/status/1996427164422656014) 2025-12-04T03:51Z 8102 followers, 4145 engagements "@LootDropCapital Well on the signed contract theres $8.8B going out and $8.2B going in so the unlevered IRR is negative. Not sure if you know how math works but" [X Link](https://x.com/RHouseResearch/status/1994572148539887822) 2025-11-29T01:00Z 8103 followers, XXX engagements "@Agrippa_Inv Lol you want me to build out a monthly model to juice the unlevered IRR XX bps to XXX% Talk about clutching at straws. And if this is such a leveragable deal why hasnt $IREN announced the financing yet We both know why - dilutive equity on the way 😂" [X Link](https://x.com/RHouseResearch/status/1994579052200681592) 2025-11-29T01:27Z 8103 followers, 2215 engagements "In my view still presents the best r/r of the cohort of emerging AI data center co-location businesses (along with TeraWulf $WULF which I also like a lot). Basically think that if you have a positive view on CoreWeave's $CRWV credit risk as a tenant (which I do) $GLXY is very cheap here on an absolute basis and even cheaper on a relative basis (and you're also getting the Digital Assets business which is worth $5B+ for free at this valuation)" [X Link](https://x.com/RHouseResearch/status/1991916536139780406) 2025-11-21T17:08Z 8098 followers, 2579 engagements "New post on my (free) substack: Has the Delivery Timeline for Galaxy Digital's Data Center Campus and CoreWeave Lease Accelerated $GLXY $CRWV" [X Link](https://x.com/RHouseResearch/status/1993741982574039171) 2025-11-26T18:01Z 8105 followers, 43.9K engagements "On the $IREN - $MSFT deal. if you assume Microsoft renews this cloud contract on the same exact terms for two X year incremental contracts the IRR is 8%. So in 2031 and in 2036 youre assuming $MSFT still wants to outsource to a neocloud. Thats a big assumption to need for an X% IRR lol" [X Link](https://x.com/RHouseResearch/status/1994559464431641087) 2025-11-29T00:10Z 8103 followers, 44.7K engagements "By my estimation Nebius $NBIS is earning $XXXX per GPU hour for their Microsoft $MSFT deal versus $XXXX per GPU hour for $IREN" [X Link](https://x.com/RHouseResearch/status/1994758308620571023) 2025-11-29T13:20Z 8104 followers, 55.9K engagements "@AustranSkolSwft Doesnt matter $MSFT deal bro (just ignore how bad of a deal it is) LOL" [X Link](https://x.com/RHouseResearch/status/1996401371302838408) 2025-12-04T02:09Z 8099 followers, 4236 engagements "Surely all of the Credit Default Swap gurus out there are going to give us an update on how CoreWeaves $CRWV CDS and debt have traded this week right" [X Link](https://x.com/RHouseResearch/status/1996762023200469345) 2025-12-05T02:02Z 8103 followers, 5295 engagements "Rookie Fund Manager @leopoldasch: $4.1B AUM Veteran Fund Manager Matthew Sigel: $48MM AUM The audacity (and / or sheer delusion)" [X Link](https://x.com/RHouseResearch/status/1990915713003839577) 2025-11-18T22:51Z 8099 followers, 6960 engagements "I had previously thought that @RealJimChanos converting his biz to a family office / research shop would mark the top and then I thought that Nate Anderson retiring would mark the top but this post + you pitching a long at Sohn surely definitively going to mark a top right" [X Link](https://x.com/RHouseResearch/status/1998529936945262610) 2025-12-09T23:07Z 8103 followers, XXX engagements "With all due respect your take here is ridiculous especially considering how other "data center developers" in your ETF's portfolio operate. Helios is a $6.4B project (533MW of critical IT load x $12MM/MW). Assuming XX% LTC (i.e. that Galaxy $GLXY can raise XX% or $5.3B of the total CapEx bill via project-level debt financing) Galaxy still needs to contribute $1.3B of cash equity into the project. $300MM or so has already been funded resulting in $1B of additional equity capital needed. Note that $GLXY has already raised $1.4B of non-dilutive project level debt from DB for Phase I (133MW) and" [X Link](https://x.com/RHouseResearch/status/1977069799932149938) 2025-10-11T17:52Z 8103 followers, 173.6K engagements "Remember when current $IREN Board Member Mike Alfred tweeted that he was short First Republic Bank $FRC on March XX 2023 And then told a compete and utter lie that a bank run was occurring at First Republic just one day later Note that First Republic didnt go into receivership until May" [X Link](https://x.com/RHouseResearch/status/1991620199804805345) 2025-11-20T21:30Z 8100 followers, 11.7K engagements "$IREN CEO Dan Roberts in May 2025: Were building AI data centers at $6MM - $7MM per MW. $IREN in November 2025: Its going to cost us $14MM - $16MM per MW to build an AI data center" [X Link](https://x.com/RHouseResearch/status/1996400135962780143) 2025-12-04T02:04Z 8103 followers, 92.4K engagements "@ActAccordingly @tbpn Freshpet thesis was a masterclass in short selling. Even more impressive in this environment. $FRPT" [X Link](https://x.com/RHouseResearch/status/1998220058863055305) 2025-12-09T02:36Z 8104 followers, XXX engagements "@MetacriticCap Buy stuff for sub $15B (such that its immaterial no need to disclose organic and PF growth) maintain positive revenue growth" [X Link](https://x.com/RHouseResearch/status/1998240915014775261) 2025-12-09T03:58Z 8102 followers, XX engagements "Any update on @APompliano and @dgt10011s SPAC Ticker is $BRR lol. You really gotta hand it to Pomp - truly an original outside the box thinker launching a BTC Treasury company via SPAC in late 2025. Because thats exactly what the world needed" [X Link](https://x.com/RHouseResearch/status/1998614787803197467) 2025-12-10T04:44Z 8103 followers, 1933 engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@RHouseResearch Rittenhouse Research
Cipher Mining ($CIFR) recently announced a significant data center co-location deal with Amazon ($AMZN), providing an estimated 200MW of critical IT load capacity, with a total contract value of $XXX billion over XX years. This deal has garnered attention from major investors, including Jane Street, which has disclosed a X% position in Cipher Mining. Additionally, Galaxy Digital ($GLXY) and CoreWeave ($CRWV) are also making notable advancements in the data center and AI spaces.
Engagements: XXXXX #
- X Week XXXXXXX -XX%
- X Month XXXXXXX -XX%
- X Months XXXXXXXXX +8,455%
Mentions: XX #
- X Month XX -XX%
- X Months XXX +4,790%
Followers: XXXXX #
- X Week XXXXX +1.20%
- X Month XXXXX +5.70%
- X Months XXXXX +1,890%
CreatorRank: XXXXXXXXX #
Social Influence
Social category influence stocks finance technology brands currencies social networks cryptocurrencies
Social topic influence $iren #124, $msft #168, $nbis #122, microsoft #1500, if you, $crwv #46, $glxy #19, ai, debt #1127, twitter
Top accounts mentioned or mentioned by @realjimchanos @floodcapital @semianalysis @akramsrazor @galaxyhq @jarronjackson4 @mvcinvesting @daveyjuice @novogratz @dylan522p @stefanvanderlux @thekamahsutra @fransbakker9812 @matthewsigel @actaccordingly @buccocapital @mikealfred @chelapples @trailinvest @umbisam
Top assets mentioned IREN Limited (IREN) Microsoft Corp. (MSFT) Nebius Group N.V. Class A Ordinary Shares (NBIS) CoreWeave, Inc. (CRWV) Galaxy Digital Inc. (GLXY) TeraWulf Inc. (WULF) Freicoin (FRC) Freshpet, Inc. (FRPT) ProCap BTC (BRR)
Top Social Posts
Top posts by engagements in the last XX hours
"You actually made some good points here - the NJ location likely explains part of the premium pricing and the actual count is likely 100K (reporting is unclear). As I said earlier $IREN provides much more details than $NBIS - this isnt even up for debate. As to why you feel the need to personally attack (and wish harm on) me because of a Twitter exchange - I think that says a lot more about you than me"
X Link 2025-11-29T19:34Z 8103 followers, XXX engagements
"To IRENs $IREN credit - they provide much more detail and disclosure on their cloud business (e.g. precise GPU count expected CapEx $ per GPU for their Microsoft $MSFT deal) than Nebius $NBIS"
X Link 2025-11-29T19:49Z 8102 followers, 13.4K engagements
"@JordaanTrades No its not. Youre capping"
X Link 2025-12-04T03:51Z 8102 followers, 4145 engagements
"@LootDropCapital Well on the signed contract theres $8.8B going out and $8.2B going in so the unlevered IRR is negative. Not sure if you know how math works but"
X Link 2025-11-29T01:00Z 8103 followers, XXX engagements
"@Agrippa_Inv Lol you want me to build out a monthly model to juice the unlevered IRR XX bps to XXX% Talk about clutching at straws. And if this is such a leveragable deal why hasnt $IREN announced the financing yet We both know why - dilutive equity on the way 😂"
X Link 2025-11-29T01:27Z 8103 followers, 2215 engagements
"In my view still presents the best r/r of the cohort of emerging AI data center co-location businesses (along with TeraWulf $WULF which I also like a lot). Basically think that if you have a positive view on CoreWeave's $CRWV credit risk as a tenant (which I do) $GLXY is very cheap here on an absolute basis and even cheaper on a relative basis (and you're also getting the Digital Assets business which is worth $5B+ for free at this valuation)"
X Link 2025-11-21T17:08Z 8098 followers, 2579 engagements
"New post on my (free) substack: Has the Delivery Timeline for Galaxy Digital's Data Center Campus and CoreWeave Lease Accelerated $GLXY $CRWV"
X Link 2025-11-26T18:01Z 8105 followers, 43.9K engagements
"On the $IREN - $MSFT deal. if you assume Microsoft renews this cloud contract on the same exact terms for two X year incremental contracts the IRR is 8%. So in 2031 and in 2036 youre assuming $MSFT still wants to outsource to a neocloud. Thats a big assumption to need for an X% IRR lol"
X Link 2025-11-29T00:10Z 8103 followers, 44.7K engagements
"By my estimation Nebius $NBIS is earning $XXXX per GPU hour for their Microsoft $MSFT deal versus $XXXX per GPU hour for $IREN"
X Link 2025-11-29T13:20Z 8104 followers, 55.9K engagements
"@AustranSkolSwft Doesnt matter $MSFT deal bro (just ignore how bad of a deal it is) LOL"
X Link 2025-12-04T02:09Z 8099 followers, 4236 engagements
"Surely all of the Credit Default Swap gurus out there are going to give us an update on how CoreWeaves $CRWV CDS and debt have traded this week right"
X Link 2025-12-05T02:02Z 8103 followers, 5295 engagements
"Rookie Fund Manager @leopoldasch: $4.1B AUM Veteran Fund Manager Matthew Sigel: $48MM AUM The audacity (and / or sheer delusion)"
X Link 2025-11-18T22:51Z 8099 followers, 6960 engagements
"I had previously thought that @RealJimChanos converting his biz to a family office / research shop would mark the top and then I thought that Nate Anderson retiring would mark the top but this post + you pitching a long at Sohn surely definitively going to mark a top right"
X Link 2025-12-09T23:07Z 8103 followers, XXX engagements
"With all due respect your take here is ridiculous especially considering how other "data center developers" in your ETF's portfolio operate. Helios is a $6.4B project (533MW of critical IT load x $12MM/MW). Assuming XX% LTC (i.e. that Galaxy $GLXY can raise XX% or $5.3B of the total CapEx bill via project-level debt financing) Galaxy still needs to contribute $1.3B of cash equity into the project. $300MM or so has already been funded resulting in $1B of additional equity capital needed. Note that $GLXY has already raised $1.4B of non-dilutive project level debt from DB for Phase I (133MW) and"
X Link 2025-10-11T17:52Z 8103 followers, 173.6K engagements
"Remember when current $IREN Board Member Mike Alfred tweeted that he was short First Republic Bank $FRC on March XX 2023 And then told a compete and utter lie that a bank run was occurring at First Republic just one day later Note that First Republic didnt go into receivership until May"
X Link 2025-11-20T21:30Z 8100 followers, 11.7K engagements
"$IREN CEO Dan Roberts in May 2025: Were building AI data centers at $6MM - $7MM per MW. $IREN in November 2025: Its going to cost us $14MM - $16MM per MW to build an AI data center"
X Link 2025-12-04T02:04Z 8103 followers, 92.4K engagements
"@ActAccordingly @tbpn Freshpet thesis was a masterclass in short selling. Even more impressive in this environment. $FRPT"
X Link 2025-12-09T02:36Z 8104 followers, XXX engagements
"@MetacriticCap Buy stuff for sub $15B (such that its immaterial no need to disclose organic and PF growth) maintain positive revenue growth"
X Link 2025-12-09T03:58Z 8102 followers, XX engagements
"Any update on @APompliano and @dgt10011s SPAC Ticker is $BRR lol. You really gotta hand it to Pomp - truly an original outside the box thinker launching a BTC Treasury company via SPAC in late 2025. Because thats exactly what the world needed"
X Link 2025-12-10T04:44Z 8103 followers, 1933 engagements