# ![@SmallCapSnipa Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1366093717678026753.png) @SmallCapSnipa Small Cap Snipa

Small Cap Snipa posts on X about ai, $iren, $cifr, cipher mining the most. They currently have [------] followers and [---] posts still getting attention that total [-------] engagements in the last [--] hours.

### Engagements: [-------] [#](/creator/twitter::1366093717678026753/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1366093717678026753/c:line/m:interactions.svg)

- [--] Week [-------] +0.32%
- [--] Month [---------] -28%
- [--] Year [----------] +59,127%

### Mentions: [--] [#](/creator/twitter::1366093717678026753/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1366093717678026753/c:line/m:posts_active.svg)

- [--] Week [---] -14%
- [--] Month [---] +38%
- [--] Year [---] +74,100%

### Followers: [------] [#](/creator/twitter::1366093717678026753/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1366093717678026753/c:line/m:followers.svg)

- [--] Week [------] +1.10%
- [--] Month [------] +12%
- [--] Year [------] +34%

### CreatorRank: [------] [#](/creator/twitter::1366093717678026753/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1366093717678026753/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  #1170 [technology brands](/list/technology-brands)  30.65% [finance](/list/finance)  25% [cryptocurrencies](/list/cryptocurrencies)  9.68% [financial services](/list/financial-services)  #1153 [countries](/list/countries)  6.45% [exchanges](/list/exchanges)  #4363 [celebrities](/list/celebrities)  1.61% [social networks](/list/social-networks)  0.81%

**Social topic influence**
[ai](/topic/ai) #4052, [$iren](/topic/$iren) #12, [$cifr](/topic/$cifr) #12, [cipher mining](/topic/cipher-mining) #12, [$wulf](/topic/$wulf) #4, [ceo](/topic/ceo) #191, [data](/topic/data) #484, [future](/topic/future) 8.87%, [in the](/topic/in-the) 8.87%, [$googl](/topic/$googl) #140

**Top accounts mentioned or mentioned by**
[@grok](/creator/undefined) [@blackpanthercap](/creator/undefined) [@louieinvests](/creator/undefined) [@psinvestor](/creator/undefined) [@kraneshares](/creator/undefined) [@fransbakker9812](/creator/undefined) [@mrtrendwatch](/creator/undefined) [@valerijatrades1](/creator/undefined) [@marketinvestorx](/creator/undefined) [@martinszerment](/creator/undefined) [@apex_watts](/creator/undefined) [@venicehodl](/creator/undefined) [@beatlizard13](/creator/undefined) [@kizzyfba](/creator/undefined) [@jchrisqy](/creator/undefined) [@jwmoonx](/creator/undefined) [@howietan88](/creator/undefined) [@joshuapoddoku](/creator/undefined) [@svbriskmanager](/creator/undefined) [@themarketjarl](/creator/undefined)

**Top assets mentioned**
[Iris Energy Limited (IREN)](/topic/$iren) [Cipher Mining Inc. Common Stock (CIFR)](/topic/$cifr) [TeraWulf Inc. (WULF)](/topic/$wulf) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Applied Digital Corp. (APLD)](/topic/$apld) [Galaxy Digital Inc. (GLXY)](/topic/$glxy) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Hut [--] Mining Corp. (HUT)](/topic/$hut) [CoreWeave, Inc (CRWV)](/topic/$crwv) [Bitcoin (BTC)](/topic/bitcoin) [Microsoft Corp. (MSFT)](/topic/microsoft) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Metadium (META)](/topic/$meta) [Bloom Energy Corporation (BE)](/topic/$be) [Eos Energy Enterprises, Inc. (EOSE)](/topic/$eose) [Navitas Semiconductor Corporation Common Stock (NVTS)](/topic/$nvts) [BlackRock Inc (BLK)](/topic/blackrock) [NVIDIA Corp. (NVDA)](/topic/$nvda) [CLEANSPARK INC (CLSK)](/topic/$clsk) [Bitfarms Ltd. (BITF)](/topic/$bitf) [GE Vernova Inc. (GEV)](/topic/$gev) [Lowes Companies Inc (LOW)](/topic/$low) [Philip Morris International Inc. (PM)](/topic/$pm) [Coca-Cola Co (KO)](/topic/$ko) [Procter & Gamble (PG)](/topic/$pg) [Nova Minerals Limited (NVA)](/topic/$nva) [JPMorgan Chase (JPM)](/topic/$jpm) [Bitdeer Technologies Group (BTDR)](/topic/$btdr) [Core Scientific, Inc. Common Stock (CORZ)](/topic/$corz)
### Top Social Posts
Top posts by engagements in the last [--] hours

"THE $WULF MEGA DATA CENTER IN NEW YORK TeraWulf's Lake Mariner data center is expected to support up to [---] MW of power capacity built for AI and HPC FluidStack has signed a long term lease at the site for [---] MW to support their liquid-cooled GPU workloads This single agreement alone has the potential to generate billions in revenue for TeraWulf 📈 https://twitter.com/i/web/status/2002566621420810379 https://twitter.com/i/web/status/2002566621420810379"  
[X Link](https://x.com/SmallCapSnipa/status/2002566621420810379)  2025-12-21T02:27Z 26.4K followers, 34.9K engagements


"$WULF AI DATA CENTER IN TEXAS IS UNDERWAY TeraWulfs Abernathy data center will deliver [---] MW of power capacity for AI + HPC workloads. Developed through a joint venture with Fluidstack the site is projected for capacity expansion beyond Phase I Texas has become a hub for the future of AI and TeraWulf is building into it 📈 https://twitter.com/i/web/status/2002937679613141170 https://twitter.com/i/web/status/2002937679613141170"  
[X Link](https://x.com/SmallCapSnipa/status/2002937679613141170)  2025-12-22T03:02Z 26.4K followers, 21K engagements


"$WULF wins a huge zoning appeal in Lansing clearing the company to move its Cayuga Lake data center forward TeraWulf is building a [---] MW data center for AI + HPC in Lansing New York named Lake Hawkeye. The site is located on the retired [---] MW Cayuga coal plant 📈"  
[X Link](https://x.com/SmallCapSnipa/status/2004926671745651171)  2025-12-27T14:45Z 26.4K followers, [----] engagements


"INSIDE $WULF LAKE MARINER AI DATA CENTER TeraWulf is building a [---] MW data center for AI + HPC. The site is vertically integrated allowing them to control everything from design to operations The company is positioned as a major infrastructure provider for the future of AI 📈 THE $WULF MEGA DATA CENTER IN NEW YORK TeraWulf's Lake Mariner data center is expected to support up to [---] MW of power capacity built for AI and HPC FluidStack has signed a long term lease at the site for [---] MW to support their liquid-cooled GPU workloads This single https://t.co/2XYIlxuFhH THE $WULF MEGA DATA CENTER"  
[X Link](https://x.com/SmallCapSnipa/status/2006399088615358573)  2025-12-31T16:16Z 26.4K followers, 30.3K engagements


"$CIFR CEO Tyler Page says this year is going to be gigantic: Introducing the [----] Cipher Mining Yankees It's starting to feel like the '27 Yankees around here.2026 is going to be gigantic. $CIFR It's starting to feel like the '27 Yankees around here.2026 is going to be gigantic. $CIFR"  
[X Link](https://x.com/SmallCapSnipa/status/2008596280596197385)  2026-01-06T17:47Z 26.4K followers, [----] engagements


"$CIFR CEO Tyler Page on the 15-year data center campus lease with $AMZN AWS to support AI workloads: As the industry evolves rapidly and validates our thesis that Tier [--] hyperscalers would turn to Cipher and to non-traditional areas in Texas were more confident than ever that Cipher is among the best-positioned companies in the world to seize additional opportunities created by the growing power shortfall https://twitter.com/i/web/status/2009090348237172737 https://twitter.com/i/web/status/2009090348237172737"  
[X Link](https://x.com/SmallCapSnipa/status/2009090348237172737)  2026-01-08T02:30Z 26.3K followers, 13.7K engagements


"$IREN & $CIFR are nice and GREEN 📈 IREN +6.22% 🟢 Cipher Mining +2.02% 🟢"  
[X Link](https://x.com/SmallCapSnipa/status/2009294820162895997)  2026-01-08T16:03Z 26.5K followers, 19.9K engagements


"ANALYSTS ARE PROJECTING OVER [--] GW OF AI DATA CENTER POWER DEMAND BY 2028: Currently secured power: $CIFR: [---] GW (6.8%) $IREN: [---] GW (6%) $HUT: [---] GW (5.2%) $WULF: [--] GW (2%) xAI is targeting to deploy [--] million GPUs by end of [----] clearly the leader in the AI race when it comes to compute power and scale IREN - targeting April [----] for SweetWater [--] energization (1.4 GW) Cipher Mining - aggressively expanding power pipeline just closed on Ulysses in Ohio (+200 MW) HUT [--] - will deliver at least [---] MW (up to [---] GW) of AI infrastructure for Anthropic TeraWulf - over [---] MW in secured"  
[X Link](https://x.com/SmallCapSnipa/status/2009324501314556123)  2026-01-08T18:01Z 26.3K followers, 28.8K engagements


"$HUT River Bend project is a $10 BILLION data center campus for AI + HPC in Louisiana This is where Hut [--] will deliver at least [---] MW and up to nearly [---] GW for Anthropic with HPC clusters operated by Fluidstack @SmallCapSnipa $HUT: Hut [--] will develop and deliver at least [---] megawatts (MW) and up to [----] MW of AI data center infrastructure for Anthropic. @SmallCapSnipa $HUT: Hut [--] will develop and deliver at least [---] megawatts (MW) and up to [----] MW of AI data center infrastructure for Anthropic"  
[X Link](https://x.com/SmallCapSnipa/status/2009363379807469823)  2026-01-08T20:35Z 26.4K followers, [----] engagements


"$CIFR REVEILLE DATA CENTER PROGRESS: CEO Tyler Page discussed marketing [---] MW across three sites one being Reveille (70 MW) Biggest difference from the image on Cipher Minings website is a new rectangular graded area in the top left corner. This looks like a primary building footprint/data hall foundation. Access roads and pathways extend much clearer than before. This image is straight from google earth so the exact date can't be confirmed. I would think this image is from sometime during mid-late [----]. Nonetheless there is progress. https://twitter.com/i/web/status/2011848995069706425"  
[X Link](https://x.com/SmallCapSnipa/status/2011848995069706425)  2026-01-15T17:12Z 26.3K followers, 14.4K engagements


"This is the original image from Cipher Mining's website:"  
[X Link](https://x.com/SmallCapSnipa/status/2011849139374735618)  2026-01-15T17:13Z 26.3K followers, [----] engagements


"Neocloud/AI infrastructure in 2026: $NUAI +105% 🟢 $IREN +38% 🟢 $GLXY +36% 🟢 $APLD +38% 🟢 $BTDR +25% 🟢 $CRWV +24% 🟢 $CORZ +21% 🟢 $CLSK +19% 🟢 $HUT +18% 🟢 $CIFR +16% 🟢 $BITF +9% 🟢 $WULF +8% 🟢 Power is the bottleneck and competitive mote for AI"  
[X Link](https://x.com/SmallCapSnipa/status/2013976603601121647)  2026-01-21T14:06Z 26.3K followers, [----] engagements


"https://x.com/i/spaces/1nAJEEYLXkgJL https://x.com/i/spaces/1nAJEEYLXkgJL"  
[X Link](https://x.com/SmallCapSnipa/status/2014503405717180540)  2026-01-23T01:00Z 26.4K followers, 10.2K engagements


"$IREN is not the typical Bitcoin miner that transitioned to AI infrastructure IREN was founded in [----] by Dan & Will Roberts with a vision that the world would need high performance computing data centers Its no surprise why IREN is now leading the sector"  
[X Link](https://x.com/SmallCapSnipa/status/2015128806852379125)  2026-01-24T18:25Z 26.4K followers, 55.4K engagements


"$CIFR is RED today back under $17📉 Cipher Mining -3.36% 🔴 Lots of noise this week"  
[X Link](https://x.com/SmallCapSnipa/status/2015801849190699196)  2026-01-26T14:59Z 26.4K followers, 37.2K engagements


"Lots of noise this week that can drive volatility in markets Not worried and looking for dips in AI & Energy stocks with real moats Buy levels Im watching 🎯 $IREN - $48 $CIFR - $14.50 $WULF - $12 $EOSE - $14.80 $BE - $118 $NVTS - $9.20 AI YOU CANT IGNORE FOR 2026: Blackrock: Companies havent struggled to get chips the real constraint is land and energy. Data Centers: $IREN $CIFR $WULF $GLXY $APLD $NUAI Grid & Energy: $BE $GEV $EOSE $TE $NVTS Analysts have continuously underestimated demand and I https://t.co/FsTDVpqF8Z AI YOU CANT IGNORE FOR 2026: Blackrock: Companies havent struggled to get"  
[X Link](https://x.com/SmallCapSnipa/status/2015804241462362496)  2026-01-26T15:09Z 26.3K followers, 17.5K engagements


"Jensen Huang: Trillions in infrastructure is still needed to be built out Data center construction jumped to a record $42 billion annualized rate. The crazy part is weve barely even scratched the surface $IREN $CIFR $WULF $BE $NVTS BREAKING: US data center construction jumped +18.5% YoY in October [----] to a record $42 billion annualized rate. This is just $3 billion below the $45 billion spent on office buildings. This comes as spending on data centers has TRIPLED since the ChatGPT launch in November https://t.co/Kpm1qRYozr BREAKING: US data center construction jumped +18.5% YoY in October"  
[X Link](https://x.com/SmallCapSnipa/status/2015898754566504718)  2026-01-26T21:24Z 26.3K followers, 10.6K engagements


"Blackrock CEO Larry Fink on if AI is a bubble: I dont think theres any uncertainty about AI. Theres no question that hundreds of billions of dollars is needed to build this out. The capex is going to drive more global growth. I sincerely believe there is no bubble"  
[X Link](https://x.com/SmallCapSnipa/status/2015943580070621445)  2026-01-27T00:22Z 26.3K followers, 97.9K engagements


"$IREN x AWS [--]. Geographically aligned $AMZN (AWS) has a large Texas data center footprint with proximity to Sweetwater & Childress [--]. AWS expected to add 4-5 GW in [----] [--]. Sweetwater is de-risked: secured power and engineered to scale AWS demand (1.4 GW) [--]. IREN moved earnings to the same date as Amazon Ive am bullish on Google x IREN but I have always thought Sweetwater is the perfect fit for AWS $iren will announce a deal with $AMZN Feb 5th when they report earnings. IREN CEO previously hinted at a deal with AWS. IREN moved up earnings to the same date as $amzn. AWS is expected to add"  
[X Link](https://x.com/SmallCapSnipa/status/2016213978666451106)  2026-01-27T18:17Z 26.3K followers, 199.5K engagements


"@BlackPantherCap Yep were almost there. $APLD just had a great earnings report their CEO said hypercalers are now competing for power"  
[X Link](https://x.com/SmallCapSnipa/status/2016230573207863398)  2026-01-27T19:23Z 26.3K followers, [----] engagements


"HYPERSCALERS ARE COMPETING WITH EACHOTHER FOR GRID SECURED POWER"  
[X Link](https://x.com/SmallCapSnipa/status/2016247425514573863)  2026-01-27T20:30Z 26.3K followers, 64.8K engagements


"Jim Cramer just six weeks ago: This reckless imprudent data center spending has been collapsing the value of all the stocks Cramer went on to say that hyperscalers starting with Oracle must cut capex or we will keep going lower Dont pay attention to this entertainer This ASML order backlog is insane; very hard to get your head around what is happening and i am a huge bull on ai/data center/hyperscalers. This ASML order backlog is insane; very hard to get your head around what is happening and i am a huge bull on ai/data center/hyperscalers"  
[X Link](https://x.com/SmallCapSnipa/status/2016546489477038249)  2026-01-28T16:18Z 26.3K followers, [----] engagements


"@venicehodl @grok These arent development pipelines. This is secured power. If it was development pipeline $CIFR would be [---] GW $GLXY would be [---] GW $HUT would be north of [---] GW etc"  
[X Link](https://x.com/SmallCapSnipa/status/2017419578129756309)  2026-01-31T02:08Z 26.4K followers, [----] engagements


"@beatlizard13 Bing bing"  
[X Link](https://x.com/SmallCapSnipa/status/2017431709894029586)  2026-01-31T02:56Z 26.4K followers, [---] engagements


"@zhadd330 @IREN_Ltd @CipherInc $IREN $CIFR is correct"  
[X Link](https://x.com/SmallCapSnipa/status/2017447082043318364)  2026-01-31T03:57Z 26.3K followers, [---] engagements


"Exelon one of the largest utility companies in the United States on AI energy demand and power shortages: We have increased demand like weve never seen in the last 30-40 years Secured power is more valuable than you think $IREN $CIFR $WULF $EOSE $BE"  
[X Link](https://x.com/SmallCapSnipa/status/2018016606626980295)  2026-02-01T17:40Z 26.4K followers, 10.9K engagements


"@TheTechInvest There are quite a few opportunities for $IREN across a very strong power footprint. Amazon Google & Microsoft are deploying massive capex for cloud computing. Childress Sweetwater Canadian sites I like Google and AWS"  
[X Link](https://x.com/SmallCapSnipa/status/2018371161441051036)  2026-02-02T17:09Z 26.3K followers, [----] engagements


"$WULF good morning 📈 TeraWulf +12.50% today 🟢 [---] GW across five sites $WULF is back with new acquisitions in Kentucky and Maryland adding [---] GW of load capacity TeraWulf already delivers power/HPC to hyperscalers and continues to grow their pipeline AI Infrastructure/Neocloud space is heating up https://t.co/Au46ipUQts $WULF is back with new acquisitions in Kentucky and Maryland adding [---] GW of load capacity TeraWulf already delivers power/HPC to hyperscalers and continues to grow their pipeline AI Infrastructure/Neocloud space is heating up https://t.co/Au46ipUQts"  
[X Link](https://x.com/SmallCapSnipa/status/2018694636651368949)  2026-02-03T14:34Z 26.4K followers, [----] engagements


"🚨AI INVESTORS PAY ATTENTION Eric Schmidt: In America we have produced no new electricity China has infinite electricity China has a lot of power we dont. We have a lot of chips they dont. Energy is the bottleneck in winning the AI race vs China find out which companies control power"  
[X Link](https://x.com/SmallCapSnipa/status/2018777016804180253)  2026-02-03T20:02Z 26.3K followers, 15.2K engagements


"🚨JUST IN: NVIDIA TO INVEST $20B IN OPENAI The race for AI Infrastructure compute and energy just hit another gear $IREN $CIFR $WULF $APLD HYPERSCALERS ARE COMPETING WITH EACHOTHER FOR GRID SECURED POWER HYPERSCALERS ARE COMPETING WITH EACHOTHER FOR GRID SECURED POWER"  
[X Link](https://x.com/SmallCapSnipa/status/2018845928481071486)  2026-02-04T00:35Z 26.4K followers, 10.3K engagements


"$IREN Two more sleeps. Wen deal"  
[X Link](https://x.com/SmallCapSnipa/status/2018892458575438041)  2026-02-04T03:40Z 26.5K followers, 31.2K engagements


"$IREN is RED nearly -15% today 🔴 Tech feels heavy almost as if we are due for a 10-20% correction in QQQ & XLK That said sentiment can shift at the speed of light with $GOOGL & $AMZN earnings The market cares less about the print and more about forward guidance. Any deceleration will add pressure to a correction. Similarly strong forward guidance and growth in cloud products will quiet the noise Tranquilo my friends 🧘♂ WHAT TO LOOK FOR - $AMZN & $GOOGL EARNINGS THIS WEEK: Its clear that mega cap earnings season doesnt care about revenues. Capex is building the moat for years of dominance in"  
[X Link](https://x.com/SmallCapSnipa/status/2019078639258632373)  2026-02-04T16:00Z 26.4K followers, 36.4K engagements


"Congressman Cleo Fields is back with a new stock trade: He has purchased up to $100K worth of $IREN Just a over a month ago Fields disclosed a sale of IREN valued up to $100K Rather unusual activity as IREN reports earnings tomorrow after close does he know something"  
[X Link](https://x.com/SmallCapSnipa/status/2019081279120015464)  2026-02-04T16:11Z 26.3K followers, 23.2K engagements


"@KraneShares CES was sick this year"  
[X Link](https://x.com/SmallCapSnipa/status/2019200215610278366)  2026-02-05T00:03Z 26.3K followers, [---] engagements


"$GOOGL CFO Anat Ashkenazi on Capex in Q4 2025: The vast majority of our capex was invested in technical infrastructure with approximately 60% of that investment in servers and 40% in data centers and networking equipment in Q4 Capex guidance is driven by strategy needs for Other Bets and overall cloud/enterprise AI leadership 📈 $GOOGL RAISES [----] CAPEX GUIDANCE TO $175B TO $185B FROM $120B AI INFRASTRUCTURE 📈 $GOOGL RAISES [----] CAPEX GUIDANCE TO $175B TO $185B FROM $120B AI INFRASTRUCTURE 📈"  
[X Link](https://x.com/SmallCapSnipa/status/2019238490651725973)  2026-02-05T02:35Z 26.3K followers, [----] engagements


"$AMD CEO Lisa Su doubles down on the future of AI growth: AI is accelerating at a pace that I would not have imagined The most important thing is we are seeing our data center business increase from Q4 into Q1 which is a show of the strength of the business"  
[X Link](https://x.com/SmallCapSnipa/status/2019268042950082933)  2026-02-05T04:33Z 26.3K followers, 12.2K engagements


"It is a brutal morning for Neoclouds/AI Infrastructure $IREN -7.88% 🔴 $CIFR -5.61% 🔴 $WULF -5.12% 🔴 $NBIS -3.97% 🔴 $CRWV -2.79% 🔴 $APLD -6.15% 🔴"  
[X Link](https://x.com/SmallCapSnipa/status/2019400727609696492)  2026-02-05T13:20Z 26.4K followers, 11.2K engagements


"@kizzyfba Im thinking [---] quintillion tbh"  
[X Link](https://x.com/SmallCapSnipa/status/2019503793050648739)  2026-02-05T20:09Z 26.3K followers, [--] engagements


"🚨BREAKING: $IREN HAS ADDED A NEW [---] GW SITE IN OKLAHOMA BRINGS TOTAL GRID SECURED POWER TO [---] GIGAWATTS"  
[X Link](https://x.com/SmallCapSnipa/status/2019518898882900149)  2026-02-05T21:10Z 26.3K followers, 24K engagements


"@mikealfred Market is just repricing timing not opportunity. Guidance is so strong just not strong enough YET for the infinite valuation expansions. Just de risking on the hits of deceleration. Fundamentals are continuously improving. Not worried"  
[X Link](https://x.com/SmallCapSnipa/status/2019526085340246464)  2026-02-05T21:38Z 26.3K followers, [----] engagements


"@jchrisqy You can see my recent tweet"  
[X Link](https://x.com/SmallCapSnipa/status/2019537946618347869)  2026-02-05T22:25Z 26.3K followers, [---] engagements


"Hyperscaler Capex is Exploding: It is clear that the market is repricing time not opportunity For the last year and a half anything tied to AI data centers compute or power exploded as if the future was arriving tomorrow The irony in the recent sell off is that fundamentals are improving across the board: More GPU demand More power demand & constraints Increasing grid-secured capacity More long term compute contracts AI stocks are extremely capital intensive and forward loaded. The market is just asking how much longer till capex turns to cash flow When the market tightens future-heavy assets"  
[X Link](https://x.com/SmallCapSnipa/status/2019769392054034887)  2026-02-06T13:45Z 26.3K followers, [----] engagements


"@JWMoonX The market has been non stop explosive uptrend since [----]. If anything this is a healthy correction that is needed $QQQ and $XLK feel so heavy. Fundamentals havent changed just yet market is just asking wen ROI"  
[X Link](https://x.com/SmallCapSnipa/status/2019770863906697492)  2026-02-06T13:51Z 26.3K followers, [--] engagements


"@KraneShares @BYDCompany @Xiaomi Crazy amount of power"  
[X Link](https://x.com/SmallCapSnipa/status/2019806068155777216)  2026-02-06T16:11Z 26.3K followers, [---] engagements


"$IREN is back to $43 after tapping as low as $28 post earnings yesterday A near 55% swing in less than a day and holding December lows on the daily timeframe. As a young investor with many years ahead in my journey moments like these are invaluable. Markets dont just test your thesis they test you psychologically and emotionally. Every time this happens (with any investment not just IREN) the stronger I get at separating signal noise from fundamentals. The market understands that fundamentals have not changed. I am looking forward to the future of contracting more power and delivering"  
[X Link](https://x.com/SmallCapSnipa/status/2019815283699875911)  2026-02-06T16:47Z 26.5K followers, 36.6K engagements


"Great movement so far today but I dont think we are free & clear just yet Feels less of a leg higher and more of a snapback rally after reaction to hyperscaler earnings & crypto/AI pressure I think we have found a local $BTC bottom Please dont come after me with pitchforks"  
[X Link](https://x.com/SmallCapSnipa/status/2019822336200020247)  2026-02-06T17:15Z 26.3K followers, [----] engagements


"@HowieTan88 Yep. $IREN is foundational and building for scale"  
[X Link](https://x.com/SmallCapSnipa/status/2019901485144805792)  2026-02-06T22:30Z 26.3K followers, [---] engagements


"@JoshuaPoddoku Surely. All the fundamentals are there for $IREN to succeed as a major AI infra/cloud provider. What matters most is macro drivers. Fed rates monetary policy etc"  
[X Link](https://x.com/SmallCapSnipa/status/2020603142975680609)  2026-02-08T20:58Z 26.4K followers, [---] engagements


"Wont be able to make it to $IREN spaces this evening but everyone should still try to join or at least listen to the recording. The boss man @FransBakker9812 has a great show in store for you with tons of value. Make sure to set your reminder below. https://twitter.com/i/spaces/1jMKgRkWOrWxL https://twitter.com/i/spaces/1jMKgRkWOrWxL"  
[X Link](https://x.com/SmallCapSnipa/status/2020603780698366142)  2026-02-08T21:00Z 26.5K followers, [----] engagements


"Im assuming that this sharp decline is in anticipation of that the fed will cut rates due to economy weakening. A lot of people believe that the fed cutting rates will be good for equities give the economy a boost etc. Is this post alluding to the contrary Fed will cut due to panic which will cause stocks to drop Do you think that Warsh should cut https://twitter.com/i/web/status/2020911723079700557 https://twitter.com/i/web/status/2020911723079700557"  
[X Link](https://x.com/SmallCapSnipa/status/2020911723079700557)  2026-02-09T17:24Z 26.4K followers, [---] engagements


"A bit different from what I usually post and maybe boring but this matters Consumer staples are outperforming the S&P and Nasdaq YTD. I expect this to continue in [----] as capital is slowly rotating to defensive stability & resilient demand $LOW +15.30% $PM + 13.97% $PG +12.19% $KO +11.13% https://twitter.com/i/web/status/2021444943038873861 https://twitter.com/i/web/status/2021444943038873861"  
[X Link](https://x.com/SmallCapSnipa/status/2021444943038873861)  2026-02-11T04:43Z 26.6K followers, [----] engagements


"$IREN is RED today holding $40 📉 IREN -4.61% 🔴"  
[X Link](https://x.com/SmallCapSnipa/status/2021644046998118807)  2026-02-11T17:54Z 26.6K followers, [----] engagements


"🚨 $NBIS REPORTS EARNINGS TOMORROW Another huge earnings in the neocloud space heres what Im looking for: [--]. Funding: transparency from management regarding capital risks for AI infrastructure and data center buildouts [--]. Contracted Capacity: progress in targeting [---] GW of connected power capacity by end of [----] [--]. Connected Data Centers: progress in targeting [---] MW to [--] GW of connected data center power by end or [----] [--]. Existing Data Center Footprint: Nebius plans to expand existing footprint - Israel U.K New Jersey USA etc. https://twitter.com/i/web/status/2021648896569627031"  
[X Link](https://x.com/SmallCapSnipa/status/2021648896569627031)  2026-02-11T18:13Z 26.6K followers, [----] engagements


"🚨 JUST IN: $META TO BREAK GROUND ON MASSIVE $10+ BILLION DATA CENTER CAMPUS IN LEBANON INDIANA"  
[X Link](https://x.com/SmallCapSnipa/status/2021683288805363855)  2026-02-11T20:30Z 26.6K followers, 15.1K engagements


"🚨 JPMORGAN CHASE HAS INCREASED OWNERSHIP IN $IREN BY OVER 100% JPMorgan now holds over [----] million shares of IREN worth nearly $60m Last week JP maintained an underweight rating on IREN citing capital intensity risk"  
[X Link](https://x.com/SmallCapSnipa/status/2021690665780772865)  2026-02-11T20:59Z 26.6K followers, 59K engagements


"Data centers are GREEN this morning 📈 🟢 $NBIS +7.66% 🟢 $CIFR +6.12% 🟢 $IREN +5.80% 🟢 $WULF +5.59%"  
[X Link](https://x.com/SmallCapSnipa/status/2022341687725510778)  2026-02-13T16:06Z 26.6K followers, [----] engagements


"$WULF is back with new acquisitions in Kentucky and Maryland adding [---] GW of load capacity TeraWulf already delivers power/HPC to hyperscalers and continues to grow their pipeline AI Infrastructure/Neocloud space is heating up"  
[X Link](https://x.com/SmallCapSnipa/status/2018440014716100808)  2026-02-02T21:42Z 26.6K followers, 24.6K engagements


"$IREN CEO Dan Roberts made clear: the 2000MW at Sweetwater is secured. Legacy grids were not designed for hyperscaler AI workloads. Interconnection timelines are taking years at minimum with most players still negotiating power access. Dan reiterated IREN is secure today"  
[X Link](https://x.com/SmallCapSnipa/status/2022350578899177876)  2026-02-13T16:42Z 26.6K followers, 44.6K engagements


"@SVBriskmanager There are quite a few options if they decide colocation/power shell. I outlined it here: https://x.com/smallcapsnipa/status/2017373089357574478s=46 In the midst of a red day let me remind you the United States will need [---] gigawatts of power by [----] to energize AI data centers These guys have grid secured power $IREN - [--] GW $CIFR - [---] GW $GLXY - [---] GW $HUT - [--] GW $WULF - [---] MW $APLD - [---] MW https://t.co/GW8FRJuKik https://x.com/smallcapsnipa/status/2017373089357574478s=46 In the midst of a red day let me remind you the United States will need [---] gigawatts of power by"  
[X Link](https://x.com/SmallCapSnipa/status/2020952936130675003)  2026-02-09T20:08Z 26.6K followers, [----] engagements


"Eric Schmidt: America needs [--] gigawatts in the next 3-5 years The real demand from hyperscalers for AI data centers is otherworldly they need [--] to [--] gigawatts EACH The real economics are being most felt in the infrastructure buildout powering the next wave of AI"  
[X Link](https://x.com/SmallCapSnipa/status/2021954839857762576)  2026-02-12T14:29Z 26.6K followers, 38.9K engagements


"@TheMarketJarl The report you posed is from March [----] highlighting Sweetwater [--]. Sweetwater [--] is [----] MW to be energized in April of this year"  
[X Link](https://x.com/SmallCapSnipa/status/2022380735240253865)  2026-02-13T18:41Z 26.6K followers, [---] engagements


"$IREN REVENUES EARNINGS ARE OUT: Rev $184m vs $226m (-19%)🔴 Stock currently +3% after hours Earnings call at 5pm EST"  
[X Link](https://x.com/SmallCapSnipa/status/2019517887652762102)  2026-02-05T21:05Z 26.6K followers, 56.6K engagements


"🚨BREAKING: ANTHROPIC LOOKS TO SECURE [--] GIGAWATTS OF CAPACITY FOR FUTURE AI DATA CENTERS"  
[X Link](https://x.com/SmallCapSnipa/status/2020925279603130443)  2026-02-09T18:18Z 26.6K followers, 204.6K engagements


"ITS BORING BUT ITS WORKING Consumer Staples grinding higher $XLP now +14% TYD 🟢 My bet is this continues A bit different from what I usually post and maybe boring but this matters Consumer staples are outperforming the S&P and Nasdaq YTD. I expect this to continue in [----] as capital is slowly rotating to defensive stability & resilient demand $LOW +15.30% $PM + 13.97% $PG https://t.co/nSNp8CsIXo A bit different from what I usually post and maybe boring but this matters Consumer staples are outperforming the S&P and Nasdaq YTD. I expect this to continue in [----] as capital is slowly rotating"  
[X Link](https://x.com/SmallCapSnipa/status/2021747733187457493)  2026-02-12T00:46Z 26.6K followers, [----] engagements


"🚨JUST IN: ANTHROPIC CLOSES $30 BILLION FUNDING ROUND AT $380B VALUATION 🚨BREAKING: ANTHROPIC LOOKS TO SECURE [--] GIGAWATTS OF CAPACITY FOR FUTURE AI DATA CENTERS https://t.co/1woxOd4nyr 🚨BREAKING: ANTHROPIC LOOKS TO SECURE [--] GIGAWATTS OF CAPACITY FOR FUTURE AI DATA CENTERS https://t.co/1woxOd4nyr"  
[X Link](https://x.com/SmallCapSnipa/status/2022029927277850879)  2026-02-12T19:27Z 26.6K followers, [----] engagements


"$COIN REPORTS EARNINGS TODAY: Coinbase is at a huge weekly support level $141. If this breaks I wouldnt be surprised to see $120 in the coming days Stock is -68% since July [----] 🔴"  
[X Link](https://x.com/SmallCapSnipa/status/2022047982234087490)  2026-02-12T20:39Z 26.6K followers, [----] engagements


"$CIFR Institutional Ownership hits all time highs As of February [----] Institutions own over [---] million shares"  
[X Link](https://x.com/SmallCapSnipa/status/2022143788152750435)  2026-02-13T03:00Z 26.6K followers, 14.3K engagements


"$BMNR CEO Tom Lee believes that crypto is bottoming: Crypto looks really like its bottoming because the fundamental story of crypto is quite positive"  
[X Link](https://x.com/SmallCapSnipa/status/2022153633828417934)  2026-02-13T03:39Z 26.6K followers, 10K engagements


"@HarveyPC_ @grok Its from the Q2 earnings call last Thursday (2/5)"  
[X Link](https://x.com/SmallCapSnipa/status/2022382065875062998)  2026-02-13T18:47Z 26.6K followers, [---] engagements


"THE TRUMP ADMINISTRATION IS EYEING NOVA MINERALS IS 🟢 $NVA was invited to by the Australian ambassador to the United States to brief the government on its critical mineral projects in Alaska The Trump Administration is actively showing interest in rare earth and critical mineral companies. We have NVA in watch as the stock is soaring off the Trump news. The company recently secured over $43 million from the department of war to develop supply chain for antimony https://twitter.com/i/web/status/1978825651114090856 https://twitter.com/i/web/status/1978825651114090856"  
[X Link](https://x.com/SmallCapSnipa/status/1978825651114090856)  2025-10-16T14:09Z 26.5K followers, [----] engagements


"Our Rare Earth/Critical Minerals watchlist is getting crushed today 📉 Many of these names recently surged after large contracts with federal government agencies so pullbacks were expected. The hunt for Rare Earths and Critical Minerals isnt slowing down yet $NAK $TMQ $CRML $LAC $NVA $MP $SLI $AREC TRILOGY METALS IS DOWN 9% TODAY 🔴 $TMQ is down 35% this past week. The stock pulled back after the company secured a $35 million investment from the Department of War and approval from President Trump for their Ambler Access Project We have TMQ on watch at the $5 support https://t.co/jfmfcRXyBY"  
[X Link](https://x.com/SmallCapSnipa/status/1981067398548492457)  2025-10-22T18:37Z 26.5K followers, [----] engagements


"BREAKING: JP MORGAN HAS TAKEN AN 8.1% STAKE IN $HIMS SEC filings show that JP Morgan reported a passive stake in Hims & Hers health owning [--------] shares $JPM is betting big on the future of telehealth and wellness"  
[X Link](https://x.com/SmallCapSnipa/status/1984269469078937808)  2025-10-31T14:41Z 26.5K followers, [----] engagements


"@anitapatel316 Im shaking my head for forgetting to put that in largest part of $IREN current revenue is BTC mining but I am super focused on their AI cloud and high performance computing future which the company is making a strategic transition to"  
[X Link](https://x.com/SmallCapSnipa/status/1985129794833371261)  2025-11-02T23:39Z 26.5K followers, [----] engagements


"CIPHER MININGS LARGEST DATA CENTER The Barber Lake Site owned and operated by $CIFR covers nearly [---] acres and has a build out potential of [---] MW The site is Ciphers largest data center by both acreage and power capacity and is tied to the $3 billion deal with FluidStack. Cipher is positioned to be a powerhouse in the future of HPC and AI workloads 📈"  
[X Link](https://x.com/SmallCapSnipa/status/1985716872952582597)  2025-11-04T14:32Z 26.5K followers, [----] engagements


"WE COULD SEE $CIFR AT $35 THIS YEAR Cipher Mining is becoming a major player in AI infrastructure not just bitcoin mining ✅ [---] GW of power capacity in pipeline ✅Clear Street raised target to $34 and maintained buy rating ✅ H.C. Wainwright increased target to $30 ✅ Black Pearl site energized at [---] MW ✅ Barber Lake site scaling to [---] MW ✅ Long-term partnership with FluidStack and Amazon"  
[X Link](https://x.com/SmallCapSnipa/status/1987644390303494633)  2025-11-09T22:12Z 26.5K followers, [----] engagements


"COREWEAVE $CRWV REPORTS EARNINGS TODAY AT THE BELL Here are a few things to look for: [--]. Power Access - this was a previous obstacle for CoreWeave. In Q3 the company has announced [---] gigawatts of secured power [--]. Future Contracts - contracts with OpenAI Meta and Nvidia. Watch for updates and developments [--]. Customer Base - some analysts pointed out CoreWeaves dependence on a few large clients. Watch for new names and potential partnerships [--]. Forecasted Revenue and EPS - revenue $1.29 billion EPS -0.40"  
[X Link](https://x.com/SmallCapSnipa/status/1987869760533491783)  2025-11-10T13:07Z 26.5K followers, [----] engagements


"COREWEAVE $CRWV DOUBLE BEAT ON EARNINGS ✅ EPS +88% YoY ✅ Revenue +134% YoY ✅ EPS +63% quarter-over-quarter ✅ Revenue up 13% quarter-over-quarter ✅Added 120MW of power ✅ First to deploy Nvidia GB300 NVL72 systems ✅ Acquired OpenPipe HUGE QUARTER FOR COREWEAVE"  
[X Link](https://x.com/SmallCapSnipa/status/1987993068155404606)  2025-11-10T21:17Z 26.5K followers, [----] engagements


"$CIFR LARGEST CAPACITY DATA CENTER TO DATE Cipher Minings Odessa facility is currently the companys most powerful energized site. At [---] MW of capacity the facility is scaling both bitcoin mining and AI workloads With Ciphers recent transition to AI Odessa offers a unique opportunity for the company to grow its HPC infrastructure The site is also wholly-owned by Cipher📈"  
[X Link](https://x.com/SmallCapSnipa/status/1988666077799240016)  2025-11-12T17:51Z 26.5K followers, [----] engagements


"$IREN are you buying the dip 📈"  
[X Link](https://x.com/SmallCapSnipa/status/1989005648307310882)  2025-11-13T16:21Z 26.5K followers, [----] engagements


"$CIFR is GREEN back over $17 📈 Cipher Mining +5.26% 🟢 $CIFR is GREEN back over $16 📈 Cipher Mining +8.40% 🟢 https://t.co/WSzZFHl1RY $CIFR is GREEN back over $16 📈 Cipher Mining +8.40% 🟢 https://t.co/WSzZFHl1RY"  
[X Link](https://x.com/SmallCapSnipa/status/2008185684449005641)  2026-01-05T14:35Z 26.5K followers, 22.6K engagements


"AI INFRASTRUCTURE DEVELOPMENT PIPELINE IN GIGAWATTS: $IREN: [--] GW $CIFR: [---] GW $WULF: [--] GW $CLSK: [---] GW $GLXY: [---] GW $BITF: [---] GW IREN - 5yr/$9.7B deal with Microsoft Cipher Mining - 15yr/$5.5B deal with AWS TeraWulf - up to [---] GW CleanSpark - up to [---] GW AI INFRASTRUCTURE/ENERGY DEMAND STOCKS TO KEEP ON WATCH FOR [----] Ex-CEO $GOOGL Eric Schmidt on energy demand driven by AI: "We need energy and the numbers are profound. What we need from you is energy in all forms. People are planning [--] gigawatt data centers" $IREN: owns and https://t.co/qWNE9mhIaB AI INFRASTRUCTURE/ENERGY DEMAND"  
[X Link](https://x.com/SmallCapSnipa/status/2008209530413269337)  2026-01-05T16:10Z 26.5K followers, 194.4K engagements


"$CIFR Institutional Ownership continues to increase The story is very similar to $IREN Major allocators are quietly building positions as Cipher Mining will scale beyond [---] GW in its power development pipeline 📈 $CIFR is GREEN back over $17 📈 Cipher Mining +5.26% 🟢 https://t.co/V4APss3ncU $CIFR is GREEN back over $17 📈 Cipher Mining +5.26% 🟢 https://t.co/V4APss3ncU"  
[X Link](https://x.com/SmallCapSnipa/status/2008692256274846048)  2026-01-07T00:08Z 26.5K followers, 12.5K engagements


"$CIFR is vertically GREEN Cipher Mining +5.71% 🟢 $IREN & $CIFR are nice and GREEN 📈 IREN +6.22% 🟢 Cipher Mining +2.02% 🟢 https://t.co/viDjTYlRX5 $IREN & $CIFR are nice and GREEN 📈 IREN +6.22% 🟢 Cipher Mining +2.02% 🟢 https://t.co/viDjTYlRX5"  
[X Link](https://x.com/SmallCapSnipa/status/2009647490338079193)  2026-01-09T15:24Z 26.5K followers, 21.7K engagements


"$AMZN AWS continues to lead cloud infrastructure with 30% market share AWS signed a $5.5 billion deal with $CIFR to run HPC at Cipher Minings Barber Lake site Not to mention a $38 billion partnership with OpenAI to run AI workloads on AWS Just getting started 📈"  
[X Link](https://x.com/SmallCapSnipa/status/2010384111718842424)  2026-01-11T16:11Z 26.5K followers, 23.6K engagements


"$CIFR is GREEN this morning 📈 Cipher Mining +4.78% 🟢 CEO Tyler Page is speaking later today at the Needham Growth Conference $CIFR green to RED 📉 Cipher Mining -0.27% 🔴 This is why I dont really care to post daily price updates. Im an investor focused on long-term fundamentals not the noise But Ill still post them for the love of this community and because getting juiced up together is fun https://t.co/VXU8661zUi $CIFR green to RED 📉 Cipher Mining -0.27% 🔴 This is why I dont really care to post daily price updates. Im an investor focused on long-term fundamentals not the noise But Ill"  
[X Link](https://x.com/SmallCapSnipa/status/2011106293931794595)  2026-01-13T16:01Z 26.5K followers, [----] engagements


"Part 1: Needham Growth Conference - $CIFR Cipher Mining CEO Tyler Page Below is a highlight video of yesterdays interview and my breakdown/thoughts [--]. Cipher is in the midst of a pivot to HPC - currently constructing two [---] MW sites - Barber Lake: Fluidstack & Google - Black Pearl: AWS [--]. Currently in discussions and marketing [---] MW across three data centers scheduled to energize in [----] & [----] - Ulysses: [---] MW - Stingray: [---] MW - Reveille: [--] MW [--]. Ulysses is the company's first site purchased outside of Texas. I really like this move as far as power goes this takes Cipher to more of a"  
[X Link](https://x.com/SmallCapSnipa/status/2011544316796420582)  2026-01-14T21:01Z 26.5K followers, 36.9K engagements


"$CIFR is red on a dip that has absolutely nothing to do with its performance and pivot to AI + HPC Cipher Mining -1.99% and bouncing 🔴"  
[X Link](https://x.com/SmallCapSnipa/status/2013647056087244959)  2026-01-20T16:17Z 26.5K followers, [----] engagements


"$NVIDIA CEO Jensen Huang on the Vera Rubin: 10x more energy efficient than Blackwell 10x cheaper per token than Blackwell Blackwell was 10x Hopper Every single year were driving up energy efficiency and driving down token cost"  
[X Link](https://x.com/SmallCapSnipa/status/2014887128061145366)  2026-01-24T02:25Z 26.5K followers, 51.8K engagements


"JP Morgan: AI Infrastructure could triple to $1.4 TRILLION This week could mark the beginning of that reality as two out of the five major hyperscalers report earnings $MSFT & $META Microsoft: has deals with $IREN $NBIS Meta: has deals with $CRWV $NBIS $OKLO I'm looking out for their capex guidance AI YOU CANT IGNORE FOR 2026: Blackrock: Companies havent struggled to get chips the real constraint is land and energy. Data Centers: $IREN $CIFR $WULF $GLXY $APLD $NUAI Grid & Energy: $BE $GEV $EOSE $TE $NVTS Analysts have continuously underestimated demand and I https://t.co/FsTDVpqF8Z AI YOU"  
[X Link](https://x.com/SmallCapSnipa/status/2015199015894176165)  2026-01-24T23:04Z 26.5K followers, 37.9K engagements


"$CIFR UPGRADE BY KEEFE BRUYETTE This morning Keefe Bruyette raised their Cipher Mining price target to $22 from $13 and maintained an Outperform rating on the shares $CIFR is RED today back under $17📉 Cipher Mining -3.36% 🔴 Lots of noise this week https://t.co/3nRqmOMK4p $CIFR is RED today back under $17📉 Cipher Mining -3.36% 🔴 Lots of noise this week https://t.co/3nRqmOMK4p"  
[X Link](https://x.com/SmallCapSnipa/status/2016187452675731932)  2026-01-27T16:32Z 26.5K followers, 32.6K engagements


"Tom Lee: All the pieces are in place for crypto to be bottoming right now $BTC: $74500 $ETH: $2150 Tom believes we have bottomed. Bookmark this one for a later date"  
[X Link](https://x.com/SmallCapSnipa/status/2018425414276800569)  2026-02-02T20:44Z 26.5K followers, [----] engagements


"🚨 $CIFR has announced a $2 billion offering of senior secured notes due in 2031: Black Pearl Compute LLC to issue $2 billion for data center funding Proceeds will finance Cipher Minings Black Pearl Facility & reimburse prior capex Cipher is lining up to be a major player in AI Infrastructure https://twitter.com/i/web/status/2018698422715330836 https://twitter.com/i/web/status/2018698422715330836"  
[X Link](https://x.com/SmallCapSnipa/status/2018698422715330836)  2026-02-03T14:49Z 26.5K followers, [----] engagements


"Novo Nordisk $NVO is down nearly 15% today on news that the company is declining its sales and profit forecast for [----] In a fierce nascent and rapidly growing global market these things will happen. Weve seen this movie before in the world of pharmaceuticals/biotech Volatility is the price of admission https://twitter.com/i/web/status/2018738874571178082 https://twitter.com/i/web/status/2018738874571178082"  
[X Link](https://x.com/SmallCapSnipa/status/2018738874571178082)  2026-02-03T17:30Z 26.5K followers, [----] engagements


"$GOOGL RAISES [----] CAPEX GUIDANCE TO $175B TO $185B FROM $120B AI INFRASTRUCTURE 📈 $META RAISES [----] CAPEX GUIDANCE TO $115B-$135B FROM $110B BULLISH AI INFRASTRUCTURE $IREN $META RAISES [----] CAPEX GUIDANCE TO $115B-$135B FROM $110B BULLISH AI INFRASTRUCTURE $IREN"  
[X Link](https://x.com/SmallCapSnipa/status/2019155694113505484)  2026-02-04T21:06Z 26.5K followers, 20.4K engagements


"Bernstein just released a report on $IREN titled Punished for no new deal - AI scale up on track They raised IRENs price target to $125 believing that new deals are coming: [---] GW of grid secured power (10% contracted) Q1 financials hurt by BTC (eventually phasing out) Low cost financing 6% The fundamentals have not changed https://twitter.com/i/web/status/2019764556378079666 https://twitter.com/i/web/status/2019764556378079666"  
[X Link](https://x.com/SmallCapSnipa/status/2019764556378079666)  2026-02-06T13:26Z 26.5K followers, 40K engagements


"On top of covering 95% of GPU related capex $IREN has drastically expanded their power portfolio with a new [----] acre site in Oklahoma: [---] GW of Grid Secured Power: Sweetwater - [--] GW Oklahoma - [---] GW Childress - [----] GW Canada - [----] GW This is scale $IREN Has Covered 95% of GPU Related Capital Expenditures👾 Both Revenue & EPS came in below expectations with a loss of -$0.52 vs -$0.18 estimate They announced they have secured $3.6B in GPU financing this will help them fulfill the $9.7B Microsoft Contract Many people https://t.co/7qH7V5z6q9 $IREN Has Covered 95% of GPU Related Capital"  
[X Link](https://x.com/SmallCapSnipa/status/2019900966930170001)  2026-02-06T22:28Z 26.5K followers, 21.9K engagements


"Dan Ives is remaining bullish on AI: Deals on the enterprise are accelerating no one is stopping. I get the nervousness but thats when I focus on the fundamental checks Coming into [----] Ives listed stocks like $IREN $NBIS $CRWV & $NVDA as his AI winners"  
[X Link](https://x.com/SmallCapSnipa/status/2020552764074463553)  2026-02-08T17:38Z 26.5K followers, 16K engagements


"$IREN CDO Kent Draper stressed the importance and advantages of being vertically integrated: Vertical integration is [--] of IREN's most important competitive advantages. We design build and operate our own data centers supported by in-house engineering procurement construction technology and operations teams Vertically integrated models give customers (hyperscalers) a high degree of confidence in execution. When advertising and pursuing colocation this is a huge competitive advantage. On top of covering 95% of GPU related capex $IREN has drastically expanded their power portfolio with a new"  
[X Link](https://x.com/SmallCapSnipa/status/2020596213846811037)  2026-02-08T20:30Z 26.5K followers, 11.4K engagements


"$CIFR is GREEN this morning 📈 Cipher Mining +7.13% 🟢 Earnings in two weeks"  
[X Link](https://x.com/SmallCapSnipa/status/2020875340977946914)  2026-02-09T15:00Z 26.5K followers, 14.7K engagements


"Goldman Sachs: Companies will obsess over allocating every megawatt of power to activities with the highest return Anthropic is eyeing [--] gigawatts of capacity to deliver high performance computing data centers The megawatts that can be brought online will be monetized"  
[X Link](https://x.com/SmallCapSnipa/status/2021068045939056999)  2026-02-10T03:45Z 26.5K followers, [----] engagements


"$WULF just broke its [----] high 📈 Last time TeraWulf traded at these levels was December [----] Among the bitcoin miners to AI infrastructure TeraWulf is one of the best risk-adjusted plays in the entire sector $WULF is back with new acquisitions in Kentucky and Maryland adding [---] GW of load capacity TeraWulf already delivers power/HPC to hyperscalers and continues to grow their pipeline AI Infrastructure/Neocloud space is heating up https://t.co/Au46ipUQts $WULF is back with new acquisitions in Kentucky and Maryland adding [---] GW of load capacity TeraWulf already delivers power/HPC to"  
[X Link](https://x.com/SmallCapSnipa/status/2021253791551513070)  2026-02-10T16:03Z 26.5K followers, 13.3K engagements


"🚨ANTHROPIC'S [--] GIGAWATT GOAL WOULD REQUIRE "HUNDREDS OF BILLIONS OF DOLLARS" 🚨BREAKING: ANTHROPIC LOOKS TO SECURE [--] GIGAWATTS OF CAPACITY FOR FUTURE AI DATA CENTERS https://t.co/1woxOd4nyr 🚨BREAKING: ANTHROPIC LOOKS TO SECURE [--] GIGAWATTS OF CAPACITY FOR FUTURE AI DATA CENTERS https://t.co/1woxOd4nyr"  
[X Link](https://x.com/SmallCapSnipa/status/2021272842893922468)  2026-02-10T17:19Z 26.5K followers, 33K engagements


"🚨ABU DHABI MGX IS NEAR A DEAL TO JOIN ANTHROPICS $20 BILLION FUNDING ROUND"  
[X Link](https://x.com/SmallCapSnipa/status/2021306101472367003)  2026-02-10T19:31Z 26.5K followers, [----] engagements


"@KraneShares LLMs are evolving"  
[X Link](https://x.com/SmallCapSnipa/status/2021333894856049049)  2026-02-10T21:22Z 26.5K followers, [---] engagements


"@Bitcoin_Teddy I get it Elon is paying way more for engagement but stop spreading false news. Jamie Dimon did not say that 😂"  
[X Link](https://x.com/SmallCapSnipa/status/2021652289833046313)  2026-02-11T18:27Z 26.5K followers, [---] engagements


"@christo84019133 Meta will still mix strategies with third party providers that actually have already"  
[X Link](https://x.com/SmallCapSnipa/status/2021697164548710786)  2026-02-11T21:25Z 26.5K followers, [---] engagements


"@traderjane123 They just maintained an underweight rating last week too. Something to note is $60m position is very small for $JPM. Nonetheless it does say something"  
[X Link](https://x.com/SmallCapSnipa/status/2021705571754299479)  2026-02-11T21:59Z 26.5K followers, [----] engagements


"@LouieInvests I dont own all of them but I do own $KO and $XLU (utilities etf) which is performing very well this year too"  
[X Link](https://x.com/SmallCapSnipa/status/2021791825103868212)  2026-02-12T03:41Z 26.5K followers, [--] engagements


"$CIFR green to RED 📉 Cipher Mining -0.27% 🔴 This is why I dont really care to post daily price updates. Im an investor focused on long-term fundamentals not the noise But Ill still post them for the love of this community and because getting juiced up together is fun $CIFR is vertically GREEN Cipher Mining +5.71% 🟢 https://t.co/Ssx4WXVlYo $CIFR is vertically GREEN Cipher Mining +5.71% 🟢 https://t.co/Ssx4WXVlYo"  
[X Link](https://x.com/SmallCapSnipa/status/2009731319761097152)  2026-01-09T20:57Z 26.6K followers, 19.9K engagements


"Jeff Bezos Everyone has their own data center and thats not going to last He said the quiet part out loud The grid cant keep up we need substantial power upgrades to fuel AI demand The AI trade isnt just software its energy Everyone should watch this video"  
[X Link](https://x.com/SmallCapSnipa/status/2010229335693926407)  2026-01-11T05:56Z 26.6K followers, 1.1M engagements


"https://x.com/i/spaces/1lPKqvbqAzMGb https://x.com/i/spaces/1lPKqvbqAzMGb"  
[X Link](https://x.com/SmallCapSnipa/status/2017040377643925524)  2026-01-30T01:01Z 26.6K followers, 233.1K engagements


"In the midst of a red day let me remind you the United States will need [---] gigawatts of power by [----] to energize AI data centers These guys have grid secured power $IREN - [--] GW $CIFR - [---] GW $GLXY - [---] GW $HUT - [--] GW $WULF - [---] MW $APLD - [---] MW"  
[X Link](https://x.com/SmallCapSnipa/status/2017373089357574478)  2026-01-30T23:03Z 26.5K followers, 93.5K engagements


"$MSTR has lost nearly $100 Billion in market cap since July [----] Down 74% in [---] months Wild"  
[X Link](https://x.com/SmallCapSnipa/status/2019119356119249191)  2026-02-04T18:42Z 26.5K followers, [----] engagements


"$IREN EARNINGS TODAY AFTER THE CLOSE: Here's the data and what I am looking for: [--]. Cut Bitcoin Mining: I would like to see IREN part ways with BTC mining and focus solely on AI - increased revenues & margins as well as decreasing crypto dependency and volatility [--]. Childress Update: I would like to see an update for Childress expansion plans as well as execution for Microsoft I would love to see a deal announced for H5-10 [--]. AI Cloud / GPU Progress: Scaling to 140k GPUs by year end Path to $3.4B ARR Canada deployments [--]. Sweetwater: Over a year ago Dan said "We got an email from a trillion"  
[X Link](https://x.com/SmallCapSnipa/status/2019504791899054136)  2026-02-05T20:13Z 26.6K followers, 14.3K engagements


"$NVDA CEO Jensen Huang on OpenAI and Anthropic needing more compute: Anthropic is making great money OpenAI is making great money. If they could have twice as much compute the revenues would go up four times as much. These guys are so compute constrained"  
[X Link](https://x.com/SmallCapSnipa/status/2019865859830042691)  2026-02-06T20:08Z 26.5K followers, 21.7K engagements


"@Jordandebelfort @RiotPlatforms $RIOT finally got some skin in the game"  
[X Link](https://x.com/SmallCapSnipa/status/2019901617718407262)  2026-02-06T22:30Z 26.5K followers, [---] engagements


"$NVDA CEO Jensen Huang on hyperscalers spending $660 billion on AI this year: It is appropriate and sustainable. All of these companies cash flows are gonna start rising. For the very first time software is not just the tool software uses the tools. $NVDA CEO Jensen Huang on OpenAI and Anthropic needing more compute: Anthropic is making great money OpenAI is making great money. If they could have twice as much compute the revenues would go up four times as much. These guys are so compute constrained. https://t.co/bAJ6u1XFl4 $NVDA CEO Jensen Huang on OpenAI and Anthropic needing more compute:"  
[X Link](https://x.com/SmallCapSnipa/status/2020136498897551546)  2026-02-07T14:04Z 26.6K followers, 10.4K engagements


"Hyperscalers are guiding $660 billion in capex for 2026: $GOOGL - $180B $AMZN - $200B $MSFT - $130B $META - $125- $135B This is insanity"  
[X Link](https://x.com/SmallCapSnipa/status/2020279994811842974)  2026-02-07T23:34Z 26.6K followers, 12.3K engagements


"$IREN up to $45 📈 IREN +7.01% today 🟢 Last week was noisy $IREN is back to $43 after tapping as low as $28 post earnings yesterday A near 55% swing in less than a day and holding December lows on the daily timeframe. As a young investor with many years ahead in my journey moments like these are invaluable. Markets dont just test https://t.co/p6wMGvlKuH $IREN is back to $43 after tapping as low as $28 post earnings yesterday A near 55% swing in less than a day and holding December lows on the daily timeframe. As a young investor with many years ahead in my journey moments like these are"  
[X Link](https://x.com/SmallCapSnipa/status/2020900842669269084)  2026-02-09T16:41Z 26.6K followers, 10.8K engagements


"@MrTrendwatch Lot more to go from here for Anthropic. $20 billion is 11% of their $180B goal by [----]. And thats not nearly enough for their 10GW target. $300b minimum"  
[X Link](https://x.com/SmallCapSnipa/status/2021307753130508397)  2026-02-10T19:38Z 26.6K followers, [---] engagements


"WHAT TO LOOK FOR - $AMZN & $GOOGL EARNINGS THIS WEEK: Its clear that mega cap earnings season doesnt care about revenues. Capex is building the moat for years of dominance in AI. It is all about Guidance. Google: Cloud growth/margins Capex ($90B - $140B analyst proj) Capacity constraints Backlog - converting AI contracts to revenues Amazon: AWS growth (expecting 20% to 21%) Capex ($125B for [--] expecting $150B+ for [--] FCF pressure - similar to what we saw from Microsoft last week. Watch for Capex vs increasing AWS growth These two reports will be pivotal for the AI Infrastructure/Neocloud"  
[X Link](https://x.com/SmallCapSnipa/status/2018330151235289162)  2026-02-02T14:26Z 26.6K followers, 43.9K engagements


"This is the most important video for AI investors right now Eric Schmidt: AIs natural limit is electricity not chips The former $GOOGL CEO dropped the truth. Forget the chip shortage power is bottleneck Find out who controls the power and monetize every last megawatt"  
[X Link](https://x.com/SmallCapSnipa/status/2011156389327257960)  2026-01-13T19:20Z 26.6K followers, 295.9K engagements


"$CIFR INITIATED OVERWEIGHT AND $38 TARGET BY MORGAN STANLEY Morgan Stanley remains bullish on the increasingly attractive valuations of the bitcoin miner to AI data center conversions $CIFR is GREEN this morning 📈 Cipher Mining +7.13% 🟢 Earnings in two weeks https://t.co/2ecgqOwsPw $CIFR is GREEN this morning 📈 Cipher Mining +7.13% 🟢 Earnings in two weeks https://t.co/2ecgqOwsPw"  
[X Link](https://x.com/SmallCapSnipa/status/2020902077816262809)  2026-02-09T16:46Z 26.6K followers, 11.8K engagements


"Former $GOOGL CEO Eric Schmidt: Were running out of electricity. I testified in congress we need [--] gigawatts more power the average nuclear power plant is [---] gigawatts you see the problem"  
[X Link](https://x.com/SmallCapSnipa/status/2022541756223381623)  2026-02-14T05:21Z 26.6K followers, 95.7K engagements

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