#  @TheKamaHsutra Kamahsutra Kamahsutra posts on X about $iren, ai, $bitf, in the the most. They currently have [------] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours. ### Engagements: [---] [#](/creator/twitter::1418176901919690757/interactions)  - [--] Week [-----] -85% - [--] Month [------] -28% - [--] Months [----------] +621% - [--] Year [----------] +786% ### Mentions: [--] [#](/creator/twitter::1418176901919690757/posts_active)  - [--] Week [--] -33% - [--] Month [--] -36% - [--] Months [-----] +72% - [--] Year [-----] +93% ### Followers: [------] [#](/creator/twitter::1418176901919690757/followers)  - [--] Week [------] -0.13% - [--] Month [------] +1.40% - [--] Months [------] +171% - [--] Year [------] +382% ### CreatorRank: [---------] [#](/creator/twitter::1418176901919690757/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) 64.22% [finance](/list/finance) 14.68% [cryptocurrencies](/list/cryptocurrencies) 11.93% [technology brands](/list/technology-brands) 8.26% [countries](/list/countries) 3.67% [celebrities](/list/celebrities) 1.83% [financial services](/list/financial-services) 0.92% [travel destinations](/list/travel-destinations) 0.92% **Social topic influence** [$iren](/topic/$iren) #275, [ai](/topic/ai) 16.51%, [$bitf](/topic/$bitf) #133, [in the](/topic/in-the) 9.17%, [bitfarms](/topic/bitfarms) #140, [if you](/topic/if-you) 7.34%, [$bitfs](/topic/$bitfs) #1, [moses](/topic/moses) 5.5%, [$irens](/topic/$irens) 4.59%, [ben](/topic/ben) 4.59% **Top accounts mentioned or mentioned by** [@hashoveride](/creator/undefined) [@bitfarmsio](/creator/undefined) [@danroberts0101](/creator/undefined) [@chinoalemano](/creator/undefined) [@bitcoinbutcher1](/creator/undefined) [@stephenzeiner](/creator/undefined) [@sgrastar](/creator/undefined) [@fransbakker9812](/creator/undefined) [@mcnalliem](/creator/undefined) [@dominicpoks](/creator/undefined) [@landoinvests](/creator/undefined) [@getwittit97](/creator/undefined) [@bitfarms](/creator/undefined) [@bknight221](/creator/undefined) [@lazaruscapital](/creator/undefined) [@answerreality](/creator/undefined) [@litigiousdulce](/creator/undefined) [@jadnaj](/creator/undefined) [@nanotitan28](/creator/undefined) [@agrippainv](/creator/undefined) **Top assets mentioned** [Iris Energy Limited (IREN)](/topic/$iren) [Bitfarms Ltd. (BITF)](/topic/$bitf) [CoreWeave, Inc (CRWV)](/topic/$crwv) [Stronghold Digital Mining, Inc. (SDIG)](/topic/$sdig) [Microsoft Corp. (MSFT)](/topic/$msft) [Core Scientific, Inc. Common Stock (CORZ)](/topic/$corz) [Cipher Mining Inc. Common Stock (CIFR)](/topic/$cifr) [MARA Holdings, Inc. (MARA)](/topic/$mara) [Riot Platforms, Inc. (RIOT)](/topic/$riot) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Hut [--] Mining Corp. (HUT)](/topic/$hut) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [TeraWulf Inc. (WULF)](/topic/$wulf) [Bit Digital, Inc. (BTBT)](/topic/$btbt) [Applied Digital Corp. (APLD)](/topic/$apld) [Galaxy Digital Inc. (GLXY)](/topic/$glxy) [Alpha Technology Group Limited (ATGL)](/topic/alpha) [BITMINE IMMERSION TECH (BMNR)](/topic/$bmnr) [CLEANSPARK INC (CLSK)](/topic/$clsk) ### Top Social Posts Top posts by engagements in the last [--] hours "Energization and revitalization is what vacations are for. Having been away on holidays for almost [--] weeks allowed me to just focus on enjoying life and not follow the day to day price action of the miners. It is highly recommended to step away from the market from time to time and not just worry about anything. Is everyone bearish now after the massive dumps in the markets due to FOMC hawkish tones I know that some people newer to the BTC cycles are barely hanging on or have already started capitulating. Tomorrow is always a new day in this space. It's imperative to know what you've signed" [X Link](https://x.com/TheKamaHsutra/status/1869893128397754833) 2024-12-19T23:50Z 12K followers, 30.5K engagements "🤯🤯A New Paradigm shift for $IREN🤯🤯 I don't use the mind blown emoji often but when I have used it like I did for $IREN's BTC mining fleet around the same time last year the predictions came out almost exactly to be true. It transformed IREN into a FCF machine. After the recent $IREN earnings call I was just as mind-blown by what they had announced in their guidance. The guidance is just as ambitious as their accelerated EH growth guidance in the May [----] earnings call. However this is arguably an even much more ambitious plan for $IREN since it's entering into an arena that is far more" [X Link](https://x.com/TheKamaHsutra/status/1962286060341444968) 2025-08-31T22:47Z 12K followers, 154.8K engagements "$BITF's first site to AI/HPC monetization 🤔 During his presentation at the HCW Conference on Sept 8th @hashoveride told us to keep an eye out for a possible announcement regarding their Washington site and AI/HPC developments. Their Washington site at [--] MW is the smallest of the site that BITF is currently working hard to develop into AI/HPC monetization and would be the quickest path due to lowest capex requirements. The site would be quite attractive to potential customers for it's ultra low rates at around $0.03/kWh as per BITF. Not only that the site sits right on a fiber optic line and" [X Link](https://x.com/TheKamaHsutra/status/1969110600510029941) 2025-09-19T18:45Z 12K followers, 79.7K engagements "I think you've sorely mistaken the situation. Consider the following: $BITF made the pivot to AI/HPC even before the $SDIG acquisition. The Sharon acquisition was the first sign. So people recognized the situation in real time. 😉 $BITF has overhauled the BOD and has removed the South American founding contingent. With all due respect the South American contingent was the incompetent faction within BITF. Some of whom were not qualified to run a publicly listed company and more adept at running cookie factories. The overhaul of the BOD included the appointment of a key piece such as Wayne Duso" [X Link](https://x.com/TheKamaHsutra/status/1976109928768029049) 2025-10-09T02:18Z 12K followers, 40.1K engagements "💲5 $BITF has closed over $5 and as a man of his word @hashoveride has agreed to a time for the next Bitfarms Kitchen Stadium Event 💲5 Please join myself co-hosts @bitcoinbutcher1 @litigious_dulce and @midlevelcruiser at [--] PM EST on Monday October 20th for this must listen to event. Ben has also graciously offered more than just [--] hour of his valuable time We should be able to open up questions and speakers from the floor this time around. You will not want to miss out the free recipes of Chicken Tikka Masala. I mean AI/HPC pivots from Ben Gagnon" [X Link](https://x.com/TheKamaHsutra/status/1978120442964512858) 2025-10-14T15:27Z 12K followers, 219.9K engagements "A month ago I had profiled $BITF's Moses Lake site as it was the site closet to monetization. It was exactly a month ago and going into tomorrow's spaces with @hashoveride I thought it would be appropriate to profile the biggest site in their portfolio that is closest to monetization. The latest $100mil credit facility from Macquarie is already earmarked for substation building and one can only guess how much of the $500mil from the convertibles offering will be going into building out this site. In my estimation there will be a good chunk of that convertibles money going into Panther Creek" [X Link](https://x.com/TheKamaHsutra/status/1980041083309465681) 2025-10-19T22:39Z 12K followers, 129.6K engagements "🏗 The IREN X MSFT Deal: A bet on the future of AI and owning the DC and infrastructure is the prize🏣 This is my first time breaking down the numbers of the $IREN x $MSFT deal since it had been announced using my trusty napkin math model. See the quoted post below for further reference on how this model and the numbers were derived. Before I begin I have to preface that my background is in IT and not the finances. However IMO even without using IRR calculations and etc. we can still come to the same final conclusions using other methods. At the end of the day we just want to know if this" [X Link](https://x.com/anyuser/status/1987229724372832417) 2025-11-08T18:44Z 12K followers, 115.2K engagements "Well well well. our friend Reginald Smith is a it again. 🤔 While the other recent analyst has gotten it right and have rerated $IREN's CSP business correctly the @jpmorgan analyst is not budging off his low ball price target and underweight stance on IREN. For the most part Reggie's modelling isn't too bad. However he's made some extremely bad assumptions. Reggie is only valuing $IREN's CSP business at $2.7bil and assumes that colocation is a downside risk for IREN rather than upside. Colocation would not be a downside risk at the very least it would be neutral as it would provide stable" [X Link](https://x.com/anyuser/status/1971578347978129861) 2025-09-26T14:11Z 12K followers, 100.3K engagements "Just as we saw new peaks in [----] for $IREN we will see new peaks for IREN in [----]. IREN is an AI infrastructure juggernaut in the making with an unmatched track record of execution. Stay focused $IREN shareholders look towards to oncoming Horizon and we will find new heights. Energization and revitalization is what vacations are for. Having been away on holidays for almost [--] weeks allowed me to just focus on enjoying life and not follow the day to day price action of the miners. It is highly recommended to step away from the market from time to time https://t.co/EDaSFizmTh Energization and" [X Link](https://x.com/TheKamaHsutra/status/2004436616031699088) 2025-12-26T06:18Z 12K followers, 22.8K engagements "Are you perplexed by the recent price action of $BITF Are you starting to contemplate the panic selling of BITF due to short term noise Or are you full of conviction that BITF can execute and that AI is for real No matter which category you fall under $BITF CEO Ben Gagnon @hashoveride has confirmed that a BITF State of the Union spaces will happen in Mid-January [----]. In the meantime if you're a true Farmer do not fret and let the man cook" [X Link](https://x.com/TheKamaHsutra/status/1998840003913285828) 2025-12-10T19:39Z 12K followers, 26.9K engagements "It's a rainy day in Osaka is there anyone that can point me to the nearest local chapter of the $IREN cult and when is the next meeting that I can attend 🤔😂" [X Link](https://x.com/TheKamaHsutra/status/2002611287482831158) 2025-12-21T05:25Z 12K followers, 18.2K engagements "@dominicpoks @jad_naj @hashoveride @Bitfarms_io Yes I have been in contact with Ben and we're hoping to do a space before the end of February. He's been very busy and apologized for not being able to do one in January. 😂" [X Link](https://x.com/TheKamaHsutra/status/2018456078158303623) 2026-02-02T22:46Z 12K followers, [---] engagements "@LandoInvests 💯 might have been a cascade of dumping that was triggered. Almost all the AI miners had similar heavy dumping at close with IREN affected most" [X Link](https://x.com/TheKamaHsutra/status/1996048787660562559) 2025-12-03T02:48Z 11.7K followers, [---] engagements "@notkenspeckle We shit the bed hard at the end of the day like first day of eating Vietnamese street food in Ho Chi Min City. For the most of the day $IREN wasn't even down that bad considering the convertible notes news" [X Link](https://x.com/TheKamaHsutra/status/1996093622899360099) 2025-12-03T05:46Z 11.7K followers, [----] engagements "@notkenspeckle The fundamentals haven't changed and arguable it's better now" [X Link](https://x.com/TheKamaHsutra/status/1996096646690558180) 2025-12-03T05:58Z 11.7K followers, [---] engagements "@chiptomunk @LiebermanAustin No way Chip. I flashed it to a group chat once and it almost marked the exact top. Never screenshot anything until after you've cashed some of it out. 😂" [X Link](https://x.com/TheKamaHsutra/status/1996427598935859429) 2025-12-04T03:53Z 11.7K followers, [---] engagements "@edge_of_power @CNBC Meh. it's drawing a lot of attention on $IREN or is it Irene 😂 More people than not know that he is an inverse signal" [X Link](https://x.com/TheKamaHsutra/status/1996584915832365214) 2025-12-04T14:18Z 11.7K followers, [----] engagements "At this point of the Big [--] BTC miners from the last cycle $RIOT $MARA and this is due to "non-BTC assets". All have to do with the quality of their site assets. Corsicana is better than any MARA site and arguably more valuable than all of the MARA sites combined by itself. If you add Corsicana and Rockdale then it's not really that close. RIOT's execution isn't exactly stellar but they just have to not bungle Corsicana to become a winner" [X Link](https://x.com/TheKamaHsutra/status/1996734065341337912) 2025-12-05T00:11Z 11.8K followers, [----] engagements "@MarckPam @DByProg Behind every man is a wife that is ready to proceed with purchase. 😂" [X Link](https://x.com/TheKamaHsutra/status/1998674918129479879) 2025-12-10T08:43Z 11.7K followers, [--] engagements "@nanotitan28 Bitfarms to table is how we can eat. 😅" [X Link](https://x.com/TheKamaHsutra/status/1998841348406071499) 2025-12-10T19:44Z 11.8K followers, [----] engagements "@callah32 @nanotitan28 My guess for $BITF is that they end up being a hybrid of GPUaaS and colocation" [X Link](https://x.com/TheKamaHsutra/status/1998893959238791222) 2025-12-10T23:13Z 11.8K followers, [---] engagements "I don't think it was a [---] degree turn at all. I think he was just being coy about it and saving it for the earnings announcement. If you go through my timeline I have been anticipating that $BITF will do some CSP because the numbers for CSP is much more compelling than pure location if you can get a deal done. CSP always made sense for $BITF's Moses Lake site because they are worried about the cost of capital being a much MC at this time. However at [--] MW they don't have to worry about the cost of capital for the DCs since the have money on hand to cover $12mil/MW x 18MW = $216mil to fully" [X Link](https://x.com/TheKamaHsutra/status/1998897184423686341) 2025-12-10T23:26Z 11.8K followers, [---] engagements "@Maxfrommunich Yeah that is a lot of built of infrastructure that is ready to be converted as easily as possible for a former BTC mining site" [X Link](https://x.com/TheKamaHsutra/status/1999180641842397495) 2025-12-11T18:13Z 11.8K followers, [--] engagements "@GetWITTit97 @hashoveride Noted will do. It being a state of the union type spaces Ben has agreed that we should field many questions from the open floor for all things $BITF. If you have the time to tune in you might even get to ask that question personally. 😉" [X Link](https://x.com/TheKamaHsutra/status/1999236605110784053) 2025-12-11T21:55Z 11.8K followers, [---] engagements "@just_for_elon @Bitfarms_io No they have only increased their pipeline by [---] MW. But I would imagine this [---] MW is close to load studies and not some distant pipeline" [X Link](https://x.com/TheKamaHsutra/status/1999256045584285954) 2025-12-11T23:12Z 11.8K followers, [---] engagements "For [--] I have heard arguments are building into the margins and writing off the bad hardware. Also having permanent robot in space to do the maintenance. Ok that is somewhat plausible. For [--] this is a whole dimension that has not be discussed. So are we going to start building a space military wing to protect these space assets Just a lot of complex layers that people think can be address in a [--] to [--] year time span. I don't see that happening" [X Link](https://x.com/TheKamaHsutra/status/1999271987445674274) 2025-12-12T00:16Z 11.8K followers, [---] engagements "@StockSavvyShay @LandoInvests Until $CRWV closes the deal to acquire $CORZ it can't be considered a power and compute integrator either. As of now the only player in the market that owns enough power capacity and projected GPU compute to be considered a compute-power integrator is $IREN. 😉" [X Link](https://x.com/TheKamaHsutra/status/1999350525146374515) 2025-12-12T05:28Z 11.8K followers, [---] engagements "@GetWITTit97 @StephenZeiner @BitFarms @Bitfarms_io This post explains my methodology. I don't necessarily need to go to country records. From the disclosed size of Panther Creek and what the possible plots of adjacent land can form the site it's very limited on what the actual site can be. https://x.com/TheKamaHsutra/status/1980041083309465681 A month ago I had profiled $BITF's Moses Lake site as it was the site closet to monetization. It was exactly a month ago and going into tomorrow's spaces with @hashoveride I thought it would be appropriate to profile the biggest site in their portfolio" [X Link](https://x.com/TheKamaHsutra/status/1999646673937817943) 2025-12-13T01:04Z 11.8K followers, [----] engagements "@GetWITTit97 @StephenZeiner @BitFarms @Bitfarms_io I did this for the $BITF Moses Lake site and it turned out exactly as predicted. First verified by Ben on our spaces and then on the BITF presentation for the site for AI DCs. https://x.com/TheKamaHsutra/status/1969227644735504673 @hashoveride An interesting find at $BITF's Washington site a billboard from Carlile Development LLC for the sale of land around the BITF site via Google street view dated [----]. As previously mentioned BITF purchased parcels of land to more than double the acreage at their [--] MW site from https://t.co/BaX7WjO5qI" [X Link](https://x.com/TheKamaHsutra/status/1999647290164686892) 2025-12-13T01:07Z 11.8K followers, [----] engagements "$BITF should be ok for the next couple of quarters without any capital raises IMO. Assuming they do have $1bil in the war chest as per the Q3 presentation. That is enough to cover the Moses Lake buildout at $12mil/MW x [--] = $216mil. The GPUs will be leased so there will be minimum down payment in exchange for interest rates. Panther Creek will be done in phases around [--] MW. Assuming $12mil/MW x [--] = $600mil. Adding up $1000mil - $600mil - $216mil = $184mil approximately remaining. This is enough to cover any civil works required at the Quebec and Sharon site. Those projects will run into Q3" [X Link](https://x.com/TheKamaHsutra/status/1999713180218535960) 2025-12-13T05:29Z 11.8K followers, [----] engagements "@electrcfrontier @StephenZeiner @BitFarms @Bitfarms_io No they recognized and addressed this deficiency by partnering with T5 to learn while building the first phases of Panther Creek" [X Link](https://x.com/TheKamaHsutra/status/2000058489880678494) 2025-12-14T04:21Z 11.8K followers, [---] engagements "@mikealfred @CryptoWendyO Did somebody say Jane Street 🤔" [X Link](https://x.com/TheKamaHsutra/status/2000191591026168228) 2025-12-14T13:10Z 11.8K followers, [---] engagements "@SVG__Collection Wasting husband hard earned money worldwide. Thanks for nothing Jane" [X Link](https://x.com/TheKamaHsutra/status/2000194150830932396) 2025-12-14T13:20Z 11.9K followers, [----] engagements "@Filmdaddy77 @StephenZeiner @Bitfarms_io Will ask that question on the spaces" [X Link](https://x.com/TheKamaHsutra/status/2001072980521099427) 2025-12-16T23:32Z 11.8K followers, [---] engagements "@BKnight221 It's been ugly price action that have driven any tourist out. At current valuation and with AI deals still coming for all available MWs no doubt in my mind $BITF is a multi bagger from here. Take advantage to accumulate now" [X Link](https://x.com/TheKamaHsutra/status/2001795914302669162) 2025-12-18T23:25Z 11.8K followers, [---] engagements "Using price action to explain the strength of a deal So now today the market thinks the $HUT deal is a PoS It's was down almost 4% while the peers were pretty green today that is some of the shittiest follow through price action if you ask me. Having said that $HUT did get one of the best colocation deals to date. Short term price action is not indicative of how good a deal is market forces and trends will dictate price action more. The $IREN x $MSFT deal is still one of the best value creation deals in the sector. There are different ways to look at it in terms of FCF modelling but it is" [X Link](https://x.com/TheKamaHsutra/status/2001901149885018360) 2025-12-19T06:23Z 11.8K followers, [----] engagements "@MaoBaoBaomby I think it's time for you to pay a visit back to your hometown then 😉" [X Link](https://x.com/TheKamaHsutra/status/2002164880342987113) 2025-12-19T23:51Z 11.8K followers, [---] engagements "@tennant_n @Agrippa_Inv @Thebullwhisper First noticed it when it pumped and people chased but didn't want to chase. Listening to @KashRamki on his interview/spaces on NUAI had me buying a starter position" [X Link](https://x.com/TheKamaHsutra/status/2002519669299990745) 2025-12-20T23:21Z 11.8K followers, [---] engagements "I don't want to crap on the $CORZ deal. However if your "hyperscaler" is $CRWV and not the likes of $MSFT or $GOOG then I would curb my enthusiasm. CORZ has the biggest deal in total dollar terms but it's not even close to being the best deal in average monetary terms over the course of their deal. A lot has been made of the money fronted to CORZ however MSFT has fronted $IREN more than 2.5x that amount. You also have to wonder what type of facilities are being built for $1.5mil/MW retrofitted. $IREN can do lower than thst in Canada because they can be running air-cooled Blackwells that won't" [X Link](https://x.com/TheKamaHsutra/status/2002530587501019394) 2025-12-21T00:04Z 11.8K followers, [----] engagements "@PDPhilaPhil @_Sgr_A_Star @danroberts0101 Yes with phased moves to SW1 but only if the capacity of SW is not all taken by a hyperscaler at better economics than BTC mining soon. 😂" [X Link](https://x.com/TheKamaHsutra/status/2002540871334703160) 2025-12-21T00:45Z 11.8K followers, [---] engagements "@IREN1000dollars No but I do have an affinity for travelling to Japan now after my first visit a year ago. 😉" [X Link](https://x.com/TheKamaHsutra/status/2002615548660900348) 2025-12-21T05:42Z 11.8K followers, [---] engagements "Are you sure about that Look at the $IREN vs BTC price action since the rerate started in April [----]. You telling me that $IREN is still closely tied to BTC correlation since then Really Now add in $NBIS to this chart and look at that correlation between $NBIS and $IREN. You sure that $IREN is still treated as a BTC miner and not a neocloud If you still think the market is treating $IREN as a BTC miner and not a neocloud then you're already a couple of steps behind the market. sorry bro. 🤷" [X Link](https://x.com/TheKamaHsutra/status/2002650849764651376) 2025-12-21T08:02Z 11.8K followers, [---] engagements "Have you ever questioned management about what type of facilities and shelf life of DCs you're getting from $1.5mil/MW retrofitted If $CORZ ever decided to dropped $CRWV do you think any real hyperscaler would be willing to do a colocation deal in those facilities as is Knowing what the DC capex is needed from the $APLD $WULF $CIFR $GLXY colocation deals Looking at how that deal is structured those DCs CORZ are building would have them joined to the hip with CRWV I don't think anyone else would take those as is. Do you really think those facilities will be able to support Vera Rubin Without a" [X Link](https://x.com/TheKamaHsutra/status/2002739899221291182) 2025-12-21T13:56Z 11.8K followers, [---] engagements "Yes two low ball offers from your over levered "hyperscaler" $CRWV. ok there. Do you also know why there won't be any attempt from anyone to try to buyout $IREN soon And no it's not because no one wants IREN far from it. If you can't see that $IREN can generate $9.7bil of revenue from only 10% of their current power portfolio then I can't help you either" [X Link](https://x.com/TheKamaHsutra/status/2002741633939616251) 2025-12-21T14:03Z 11.8K followers, [---] engagements "@TylerTX12 @McnallieM @EAWinvest @powermining_BTC $IREN hasn't formally announced VR support but they can do 200kw rack density now at Horizon DC. IREN will have the most VR ready DC capacity by EOY [----] at Childress in the entire market IMO" [X Link](https://x.com/TheKamaHsutra/status/2002846377911685564) 2025-12-21T20:59Z 11.8K followers, [---] engagements "@AvivArazi [--] kids you must become the alpha at all cost. The gloves come off. 😅" [X Link](https://x.com/TheKamaHsutra/status/2002848361565819317) 2025-12-21T21:07Z 11.8K followers, [---] engagements "@PelotasN2Boca @FransBakker9812 @StoxSamA No not this guy. Just Google the former CFO of SDIG" [X Link](https://x.com/TheKamaHsutra/status/2002910825603104887) 2025-12-22T01:15Z 11.8K followers, [--] engagements "@danroberts0101 Dan and $IREN have both the long and short game covered. Short game with the FCF from Canadian based cloud and BTC mining. Long game with fastest path to DC ownership and residual value of GPU equipment" [X Link](https://x.com/TheKamaHsutra/status/2002945850897777151) 2025-12-22T03:34Z 11.8K followers, [----] engagements "@_Sgr_A_Star @brianfry01 All I want for Christmas is Wagyu. 😂" [X Link](https://x.com/TheKamaHsutra/status/2003612181410251181) 2025-12-23T23:42Z 11.8K followers, [---] engagements "@AndersonMeadow2 @Agrippa_Inv @_Sgr_A_Star @brianfry01 Won't do Hokkaido or north of Tokyo until next year. I've had plenty of stinky tofu in Shanghai already. Have to save room for my [--] favorites in Japan Wagyu and fresh off the grill Unagi" [X Link](https://x.com/TheKamaHsutra/status/2003624240466264413) 2025-12-24T00:30Z 11.8K followers, [--] engagements "@LandoInvests If AI is the real deal then there is still ways to go" [X Link](https://x.com/TheKamaHsutra/status/2004505586495578567) 2025-12-26T10:52Z 11.8K followers, [---] engagements "@KMISglobal @LandoInvests The fundamentals especially based on some of the DD done by @FransBakker9812 and his OnlyFrans group are aligning with the charts for $IREN. When the fundamentals and charts align good things happen for the stock. We'll see this quarter" [X Link](https://x.com/TheKamaHsutra/status/2004551795428012393) 2025-12-26T13:56Z 11.8K followers, [---] engagements "@moninvestor Did they buy $BMNR because of Tom Lee's background That has been tough for almost all holders" [X Link](https://x.com/TheKamaHsutra/status/2004699128732025199) 2025-12-26T23:41Z 11.8K followers, [----] engagements "@Lazarus_Capital @JoshInvestsAI All good. Anytime. Perhaps you should go there on some of those $BTBT profits when you have the time 😉" [X Link](https://x.com/TheKamaHsutra/status/2006517791310959021) 2026-01-01T00:08Z 11.8K followers, [---] engagements "The thing that always impresses me about the Japanese is their dedication to perfecting their craft. If you go to a Japanese restaurant in Japan you are not likely to find a wide menu. They will focus on a theme or ingredient and do it extremely well. Tell your wife not to be closed minded and give it a chance I have not met a person who has travelled there and not like it. If she goes I am 99% certain that she will have a change of mind. Hope you get the chance to go with her. If your BTBT profits will allow it. 😂 https://twitter.com/i/web/status/2006544584893964415" [X Link](https://x.com/TheKamaHsutra/status/2006544584893964415) 2026-01-01T01:54Z 11.8K followers, [---] engagements "@capitaltracer @Lazarus_Capital @JoshInvestsAI $BTBT profits. that was exactly the joke. 😂😂😂" [X Link](https://x.com/TheKamaHsutra/status/2006546299177533606) 2026-01-01T02:01Z 11.8K followers, [---] engagements "@_Sgr_A_Star @bitcoinbutcher1 @FransBakker9812 @danroberts0101 $0.50 per GPU hour is a lot. If a 76k fleet for a year then it's $0.50 x [---] x [--] x 76k = $332.88mil of pure profit for the same fleet. Pure profit no extra costs" [X Link](https://x.com/TheKamaHsutra/status/2006560701498950035) 2026-01-01T02:58Z 11.9K followers, [---] engagements "Then buy the ETF. The biggest risk to MSTR performance is post Saylor. If you're that comfortable with MSTR would you be willing to all in MSTR and HODL it through like people willing to do with BTC If you are then I have no argument. But about future performance we can only come back to this thread in [--] years. https://twitter.com/i/web/status/1874684719570292851 https://twitter.com/i/web/status/1874684719570292851" [X Link](https://x.com/TheKamaHsutra/status/1874684719570292851) 2025-01-02T05:10Z 12K followers, [--] engagements "@maxxTFSA @theBTCMiningGuy Keep drinking Sam Tabar's Koolaid about "Wen Customer" and "aspirations" about $IREN. 😉" [X Link](https://x.com/TheKamaHsutra/status/1929332999402783220) 2025-06-02T00:23Z 12K followers, [---] engagements "So it appears that large scale AI/HPC campuses are not dead in fact they will be in high demand as per TD Cowen. Ironically it was also after a TD Cowen fireside chat that $IREN and West Texas haters were coming out of the woodwork. The quote from TD Cowen: "However we are admittedly skeptical that there is 5GW of available US data center supply across individual sites with 1GW scale that have power delivering in late [----] aside from capacity held by certain historical crypto miners converting facilities to support HPC." Doesn't that quote really resonate with a certain site that we have been" [X Link](https://x.com/TheKamaHsutra/status/1932177162318090495) 2025-06-09T20:45Z 12K followers, 30K engagements "Bro. just stop. $IREN has been on top of LLI more than any other company in the market and that is not a joke. That is why they have been able to build out so much electrical infrastructure in a year. They were at [---] MWs of operational capacity exactly a year ago and now at [---] MWs. So you're fading the company that has built out [---] MW of electrical capacity in a year Can you name me some other companies that have accomplished that kind of cadence Has $GLXY ever been able to do it If anything IREN has some of the best credibility in the entire industry of building electrical infrastructure." [X Link](https://x.com/TheKamaHsutra/status/1954194875378737191) 2025-08-09T14:55Z 12K followers, 11.6K engagements "$IREN has updated different sections of their website. One of the most notable being the company's leadership page. There are [--] new additions to this section Anthony Lewis (Chief Capital Officer) and Tribeni Lodh (VP of Commercial). We have known about Anthony Lewis since his initial hiring as the Chief Capital Officer we have never seen Tribeni Lodh's name surface in a leadership role until now. From Tribeni Lodh's LinkedIn page he has been with $IREN as the VP of Commercial since Oct of [----] coming from Goldman Sachs where he was an Executive Director. An Executive Director at GS would have" [X Link](https://x.com/anyuser/status/1959334852026569004) 2025-08-23T19:20Z 12K followers, 13.1K engagements "@jaijungkim If AI is not just hype and they can scale to [--] GW of CSP and using a model of 80% utilization revenues can easily go past $21bil ARR. Apply a 10x multiple that would be a $210bil MC. 30x from the $7bil MC now. If they can ever execute there is still a long long way to go" [X Link](https://x.com/TheKamaHsutra/status/1962202478088274121) 2025-08-31T17:15Z 12K followers, [--] engagements "If there was money well spent on a sponsorship then $IREN has just nailed it. Sponsoring BTC [----] was not going to get any new eyeballs. This one here will attract a whole lot of new eyeballs on IREN just at the right time. 👀👀👀 $IREN Co-Founders & Co-CEOs @danroberts0101 and Will Roberts with @DavidSacks @chamath and @friedberg at the @theallinpod @allinsummit. https://t.co/dEkONAjQR9 $IREN Co-Founders & Co-CEOs @danroberts0101 and Will Roberts with @DavidSacks @chamath and @friedberg at the @theallinpod @allinsummit. https://t.co/dEkONAjQR9" [X Link](https://x.com/anyuser/status/1964903184830468452) 2025-09-08T04:06Z 12K followers, 17.4K engagements "@trailinvest Agreed some of the conflating of ticker names will be gone. They're still going to win on MWs but not nearly the value $IREN can monetized on the whole AI vertical" [X Link](https://x.com/TheKamaHsutra/status/1965433993622684027) 2025-09-09T15:15Z 12K followers, [----] engagements "That is not on him. The previous board was adamant about expanding into South America because of their South American roots. That was the biggest cause of not hitting the targets in [----] the T21 miners being the other one. For a BTC miner that wasn't into AI/HPC $BITF pivoted pretty quickly into it. After they purchased their Sharon Pennsylvania site from Mawson and followed it up with the acquisition of $SDIG I very firmly believed those moves were for AI/HPC and not for BTC mining right then and there. I posted about how these sites were for the future of their AI/HPC and not BTC mining" [X Link](https://x.com/TheKamaHsutra/status/1965872424844443730) 2025-09-10T20:18Z 12K followers, 28.6K engagements "@CocomelonLife @miggitymawk @dannycheng2022 Pennsylvania is AWS country just saying" [X Link](https://x.com/TheKamaHsutra/status/1966621029373038672) 2025-09-12T21:52Z 12K followers, 27.3K engagements "Pennsylvania is AWS country that is probably more anecdotal than statistically true. However what is not anecdotal but factual is that $BITF has a real AWS connection. Because of the bad sentiment in $BITF a lot of people including myself missed this important BOD appointment back on August [--] when it was first announced. $BITF appointed former AWS executive Wayne Duso to the BOD. This a direct quote from Wayne Duso: Bitfarms strategic pivot to HPC/AI aligns perfectly with my passion for building scalable innovative enterprise and data center technologies. With a robust [---] GW energy pipeline" [X Link](https://x.com/anyuser/status/1966898441319026774) 2025-09-13T16:15Z 12K followers, 30.4K engagements "@GlobalCollapse It's all about rack density baby At $IREN we take rack density seriously" [X Link](https://x.com/TheKamaHsutra/status/1973207057567457474) 2025-10-01T02:03Z 12K followers, 17.4K engagements "💻Are new GPU installs finally here for $IREN 💻 Today @IREN_Ltd Co-CEO Daniel Roberts was on theCUBE with @furrier talking about everything IREN AI. It's an interview that I do recommend people watching themselves. Thank you to @MaartenDik for recording it so I can use that video on auto-play directly from a quote. For me I was looking for interesting tidbits or nuggets that Dan might be laying. While there doesn't appear to be any major nuggets here that we don't already know he did say the following: At 5:10 Because we've got those data centers operating we're actively swapping out Bitcoin" [X Link](https://x.com/TheKamaHsutra/status/1973957527093022902) 2025-10-03T03:45Z 12K followers, 20.4K engagements "I literally have no words. 😂 $IREN proved that miners can become AI landlords. $MARA built the power grid to scale it. One sells GPUs the other owns the megawatts. Lets break down the real race. https://t.co/gQpAmf1d7P $IREN proved that miners can become AI landlords. $MARA built the power grid to scale it. One sells GPUs the other owns the megawatts. Lets break down the real race. https://t.co/gQpAmf1d7P" [X Link](https://x.com/anyuser/status/1978282704148869315) 2025-10-15T02:12Z 12K followers, 72.6K engagements "Is this correct 👀 At 3:09 PM there was a [--] minute candle showing a buy of more than 2.49mil shares of $IREN I only see this on WeBull not on Tradingview. Anyone else see this on different platforms or services" [X Link](https://x.com/TheKamaHsutra/status/1981442210374484198) 2025-10-23T19:26Z 12K followers, 82K engagements "@_aulakhs Yeah I was waiting to see what @FL0WG0D was going to post regarding this. But his post is for calls and not shares. The value of these shares would be around $56.70s x 2.49mil shares over $140mil" [X Link](https://x.com/TheKamaHsutra/status/1981458827347202169) 2025-10-23T20:32Z 12K followers, [---] engagements "Thanks for pointing out that Greg Beard is now with the DoE as a Senior Advisor to the Loan Programs Office. I haven't really tracked him much after the $BITF acquisition of $SDIG and where we was in the organization. After he left that was pretty much the end of me noticing his progress. Is this merely a coincidence 🤔 https://twitter.com/i/web/status/1982069294990049586 https://twitter.com/i/web/status/1982069294990049586" [X Link](https://x.com/TheKamaHsutra/status/1982069294990049586) 2025-10-25T12:58Z 12K followers, [----] engagements "Where my bros @RHouseResearch @icyopro23 @Lazarus_Capital @FloodCapital at this morning Great Morning to be an $IREN holder isn't it 😉 And I haven't even pulled out any receipts yet. there is still a long ways to go before I pull out receipts and a lot more people I haven't tagged yet. 😂" [X Link](https://x.com/anyuser/status/1985333834494230763) 2025-11-03T13:10Z 12K followers, 20.2K engagements "I do believe that $IREN still has an earnings call coming up this Thursday. What will @IREN_Ltd be able to cook up for an encore to today's deal announcement 👀👀👀" [X Link](https://x.com/TheKamaHsutra/status/1985541297923658175) 2025-11-04T02:55Z 12K followers, 25.7K engagements "It's been a while since I've put out any meaningful posts due to my life outside of AI miners. Here is a couple of things that caught my eye from the latest $IREN earnings call and presentations deck. This is the debut of Fireworks AI (@FireworksAI_HQ) in any of the $IREN published literature as a customer. Notice that the customers that IREN has featured on their deck in $MSFT Together AI FluidStack and Fireworks AI are all PaaS providers. This just reiterates how $IREN views it's market positioning going forward in AI compute they will not seek to go beyond IaaS as they feel there is simply" [X Link](https://x.com/TheKamaHsutra/status/1986620306522329501) 2025-11-07T02:22Z 12K followers, 58.2K engagements "Has $IREN been really weak the past couple of weeks No doubt. However have zero fear IREN holders. I am a big believer of pairs trading and if $IREN isn't fundamentally broken then IREN has bottomed vs peers in the shorter term time frames. Consider where the $IREN vs $CLSK $WULF $HUT $RIOT RSI and Bollinger Bands are on the hourly time frame. The daily time frame also looks atrocious for $IREN vs peers. This is not the time to rotate out but rather time to rotate in as statistical odds are in your favor. Bookmark this and see where these charts are at the end of next week or [--] weeks from now" [X Link](https://x.com/TheKamaHsutra/status/1994435773148311824) 2025-11-28T15:58Z 12K followers, 64.9K engagements "Excellent In the market one should not bet against statistical odds. For example using the $IREN / $CIFR pair. The hourly RSI is now at [-----] It has not been in this type of zone since March [--] [----] when the RSI was at [-----]. From that point it went on a massive rally in favor of $IREN. The hourly RSI was at [-----] on July [--] [----] then proceed to rally again in favor of $IREN. Zooming out to the daily time frame vs $CIFR it is the first time it has dipped into the under [--] RSI zone since November [----]. And it's not just vs CIFR it's vs almost every peer. When these type of conditions appear" [X Link](https://x.com/TheKamaHsutra/status/1994441717936701661) 2025-11-28T16:22Z 12K followers, 11.8K engagements "We know that $IREN has been very weak against peers recently. Just look at these charts on the hourly and daily time frames. Breaching the lower Bollinger Band on the daily timeframe is very rare on the $IREN / $WGMI pairs chart for IREN. On the hourly timeframe the RSI hit a low of [-----] today. The only other time it was this low on this pair was back on February [----]. It bottomed on February 27th when it hit single digits at [----] before it went on a massive run vs WGMI. Have we bottomed No idea. Could there be more weakness to come Entirely possible. But if history rhymes $IREN is likely" [X Link](https://x.com/TheKamaHsutra/status/1994588467041292651) 2025-11-29T02:05Z 12K followers, 47.9K engagements "Does $IREN underperforming for a couple of weeks bother me Not that much. NGL it would fee better if it kept up with AI miner peers instead of slumping with $NVDA neoclouds. But these movements are cyclical and I have high confidence/conviction that a bounce is near. It's the weekend so just kick back some Kootenay with friends. [--] for every GW in their portfolio" [X Link](https://x.com/TheKamaHsutra/status/1994792871568834863) 2025-11-29T15:37Z 12K followers, 12.5K engagements "Today was $IREN's biggest volume day ever with over [----] million shares traded. Sadly it was on a very red day. However what is more unusual is the volume distribution throughout the day it was completely dominated by the last hour of the day. Here is what the volume distribution looks like on the [--] minute chart to get a nice granular look. You can go through a couple of hundred of these type of daily charts and probably won't find another one of these on a stock as they are exceedingly rare. It's not just a matter of being beating the opening hour volume but rather completely dominating it" [X Link](https://x.com/TheKamaHsutra/status/1996088852751012035) 2025-12-03T05:27Z 12K followers, 48.9K engagements "I talked about $IREN looking like it was starting to bottom in terms of relative performance vs peers last week and the $IREN / $CIFR pair was one of them. Now looking at this a week (5 trading days later) I would say this is holding true. Last Friday the ratio closed at [----]. Monday IREN started outperformed significantly but that was brought back down by the convertibles announcement. However even the convertibles news IREN holding this range well for the rest of the week. IREN is at oversold territory for this pair on the daily timeframe and the ratio is staying in this same range as the" [X Link](https://x.com/TheKamaHsutra/status/1997766094300299543) 2025-12-07T20:32Z 12K followers, [----] engagements "RT @TheKamaHsutra: @nanotitan28 I talked about $IREN looking like it was starting to bottom in terms of relative performance vs peers last" [X Link](https://x.com/anyuser/status/1997766153200951340) 2025-12-07T20:32Z 12K followers, [--] engagements "Anyone able to post from desktop version" [X Link](https://x.com/TheKamaHsutra/status/1998584178435305543) 2025-12-10T02:42Z 12K followers, [----] engagements "As an $IREN shareholder I love the transparent nature of the company. Whether it's BTC mining or AI DCs IREN stands out from its peer in terms of letting shareholders know what is going on on a regular basis. This rare in BTC mining but virtually non-existent in the DC building world. In this most recent video of the Horizon buildouts at Childress $IREN is dropping more nuggets on us if we are paying close attention. I have echoed this theme many times in the past Childress is a sleeping giant that many people are not appreciating. Childress already has [---] MW of energized power today (with" [X Link](https://x.com/TheKamaHsutra/status/1998589154859352115) 2025-12-10T03:02Z 12K followers, 30K engagements "https://x.com/IREN_Ltd/status/1998385184723370099 Horizon is a new class of infrastructure purpose built for high performance AI workloads Were integrating [---] miles of high bandwidth fiber to create two 100MW GPU superclusters as well as flexible rack densities so we can deploy not just todays chip technologies but the https://t.co/501pUD37mD https://x.com/IREN_Ltd/status/1998385184723370099 Horizon is a new class of infrastructure purpose built for high performance AI workloads Were integrating [---] miles of high bandwidth fiber to create two 100MW GPU superclusters as well as flexible rack" [X Link](https://x.com/TheKamaHsutra/status/1998589159297134984) 2025-12-10T03:02Z 12K followers, [----] engagements "Just a clarification. The image below here is not of the interior of the $IREN Horizon DC data halls. From other videos of the frames of the DC shells we can see that size and alignment of the concrete pillars/supports do not match up. [--]. The height of the interior is higher than the DC shells and also with a completely flat roof across the area covered. [--]. The width of the building is also wider than the DC shells. [--]. The placement of pillars that are not consistent with what they would be if they were the DC shells as the DC shells would not have pillars in the middle of the floor space." [X Link](https://x.com/TheKamaHsutra/status/1998683816416657554) 2025-12-10T09:18Z 12K followers, [----] engagements "Is the fear in the terrestrial based AI DC plays such as $IREN $NBIS really warranted Let's just say that the complexities of terrestrial based AI DCs have not been fully figured out yet and we're going to add an entirely more complex layer on top of it. Will the space based DCs eventually happen I am not doubting or betting against it. But the key question is when and how many years do terrestrial based DCs have left Many IMHO. @GavinSBaker is much more educated on this subject matter than I am by a substantial margin. However I would like to remind him of something here in this clip." [X Link](https://x.com/TheKamaHsutra/status/1999261631944040476) 2025-12-11T23:34Z 12K followers, 13.4K engagements "The AI DC plays have been completely battered today on the reports of $ORCL delays related to OpenAI DCs. The algos are going to indiscriminately batter all names in this sector. However if there is a single name that does not deserve this it's $IREN. For those that have owned or followed IREN for a long time would know that IREN does not miss targets and has a stellar record of deliverables building BTC mining DCs. This will be no different building AI DCs. IREN was built for this. Under-promise and over-deliver is the IREN way. From the $IREN Q1 FY2026 earnings call on November [--] 2025." [X Link](https://x.com/TheKamaHsutra/status/1999606379691335773) 2025-12-12T22:24Z 12K followers, 33.6K engagements "https://youtu.be/P3uSSszIJ5wt=2500 https://youtu.be/P3uSSszIJ5wt=2500" [X Link](https://x.com/TheKamaHsutra/status/1999607278413009206) 2025-12-12T22:28Z 12K followers, [----] engagements "@BKnight221 Jane Street turned the markets into one big Diddy party today" [X Link](https://x.com/TheKamaHsutra/status/1999610389630198166) 2025-12-12T22:40Z 12K followers, [----] engagements "RT @TheKamaHsutra: @BKnight221 Jane Street turned the markets into one big Diddy party today" [X Link](https://x.com/anyuser/status/1999610410106806667) 2025-12-12T22:40Z 12K followers, [--] engagements "RT @TheKamaHsutra: @StephenZeiner @BitFarms Although @Bitfarms_io didn't come out with this slide until recently. Back on Oct [--] I had map" [X Link](https://x.com/TheKamaHsutra/status/1999629044405383534) 2025-12-12T23:54Z 12K followers, [--] engagements "Good thing no one seems to give a flying shit about your posts/opinions. Someone please call a WHHHHHHHAAAAAAAMMMMBULANCE for this weak crybaby man-child Someone please call a WHHHHHHHAAAAAAAMMMMBULANCE for this weak crybaby man-child" [X Link](https://x.com/TheKamaHsutra/status/2000199786914255018) 2025-12-14T13:42Z 12K followers, [----] engagements "@heedoyoon @BKnight221 At these levels I think $BITF should buy back some of their shares even a few million shares would give some people a bit of confidence" [X Link](https://x.com/TheKamaHsutra/status/2001800985048433032) 2025-12-18T23:45Z 12K followers, [----] engagements "Been slacking off for a couple weeks from doing anything much. Guess I haven't missed much happening in the market lately 😂" [X Link](https://x.com/TheKamaHsutra/status/2002162571923861991) 2025-12-19T23:42Z 12K followers, [----] engagements "👀 Also "building on top" would also mean building on top of existing Childress BTC mining infrastructure. Which the other Horizon DCs would be for $IREN. I also don't think Dan was really asking a question but rather giving out an answer in the form of a question. He may have been a fan of Jeopardy https://twitter.com/i/web/status/2002532329118658928 https://twitter.com/i/web/status/2002532329118658928" [X Link](https://x.com/TheKamaHsutra/status/2002532329118658928) 2025-12-21T00:11Z 12K followers, [----] engagements "RT @TheKamaHsutra: @_Sgr_A_Star @danroberts0101 👀 Also "building on top" would also mean building on top of existing Childress BTC mining i" [X Link](https://x.com/TheKamaHsutra/status/2002532387478278641) 2025-12-21T00:11Z 12K followers, [--] engagements "Here is a quick though for my buddy @Lazarus_Capital if hyperscalers were really confident that they can get enough power and build all the DCs they need in the next [--] years then they wouldn't be signing colocation deals for [--] years out with options for even longer. There will be demand for $IREN's DCs which they will have paid off in around [--] years. Faster than anyone else in the sector" [X Link](https://x.com/TheKamaHsutra/status/2003611710637436976) 2025-12-23T23:40Z 12K followers, 17.6K engagements "@hashoveride Alright @hashoveride will coming on to talk about the AI/HPC opportunity that is still flying under the radar that is $BITF. @litigious_dulce @bitcoinbutcher1 LFG.😉" [X Link](https://x.com/anyuser/status/1966276646023143759) 2025-09-11T23:04Z 12K followers, 12.3K engagements "Thanks for the extra info Matt. Yes @hashoveride did talk about as natural gas transmission pipeline being in the close vicinity of the $BITF Scrubgrass site during our spaces chat. I just didn't now how feasible that was vs more power from the grid and nearby 345kV lines. Here is the map of the Kinder Morgan pipelines in the area with the Scrubgrass site marked by the black dot. Now that I see the location of the natural gas pipeline it's easy to see that it's the one that is feeding into the Handsome Lake powerplant as that is the a natural gas powerplant. If using Google maps to measure" [X Link](https://x.com/TheKamaHsutra/status/1981775862824575157) 2025-10-24T17:32Z 12K followers, [----] engagements "This information is not entirely correct and heavily flawed I have known about $DGXX since the last cycle since it was $DGHI. Not to say there isn't enough of the AI pie to go around and that they will be successful in getting a piece of that pie but to compare their story to $IREN is completely inaccurate based on personnel foresight and execution. https://twitter.com/i/web/status/1982180517962502409 https://twitter.com/i/web/status/1982180517962502409" [X Link](https://x.com/TheKamaHsutra/status/1982180517962502409) 2025-10-25T20:20Z 12K followers, [----] engagements "To say that $IREN pivoted to AI/HPC is the first inaccuracy. IREN's goal was always to become an electrical infrastructure company and use those electrons for the best monetization use case possible. BTC mining was to bootstrap the whole business since it is the easiest business to start. $IREN started collecting power connection agreements well in advance to get to where they are now. They also acquired PodTech very early on to have the inhouse capabilities of designing their own AI/HPC DCs this is evident from their existing air-cooled 80kW rack density facilities that can be used for" [X Link](https://x.com/TheKamaHsutra/status/1982198414797402402) 2025-10-25T21:31Z 12K followers, [----] engagements "@closenberger @Agrippa_Inv @pei_liu3 @Tsuff101 @midlevelcruiser @Wyatts_Torch @OakenshieldVGX Oh shit You mean the former CFO of $SDIG. No wonder he loves $BITF and hates $IREN. there is no reason to love one but hate the other. 🤷🏻♂" [X Link](https://x.com/TheKamaHsutra/status/1982208414655590906) 2025-10-25T22:11Z 12K followers, [----] engagements "@rk8215 @chinoalemano DigiCloud would have been the perfect name. Captures the heritage of Digihost. I think Michel Amar watched one too many DragonballZ episodes. or Boyz N the Hood" [X Link](https://x.com/TheKamaHsutra/status/1996356700891406469) 2025-12-03T23:11Z 12K followers, [---] engagements "Although @Bitfarms_io didn't come out with this slide until recently. Back on Oct [--] I had mapped out the $BITF Panther Creek site based on the size listed and adjacent lots they could have purchased. The long row of DCs show is on what I labelled as "3" in my post. The Q3 presentation also showed how the rows of DCs were lining up to the west of the powerplant and confirmed it was on the plot of land that was labelled as "3". From both the BITF presentation and the ariel plots I have label there is still ample land to the south of "3" at "4" to build more phases at Panther Creek. The power" [X Link](https://x.com/TheKamaHsutra/status/1999628996485828858) 2025-12-12T23:54Z 12K followers, [----] engagements "@jad_naj @hashoveride @Bitfarms_io I am hoping @hashoveride can get back to me regarding the timing. Hopefully soon" [X Link](https://x.com/TheKamaHsutra/status/2011807105280332014) 2026-01-15T14:26Z 12K followers, [----] engagements "@MarinMar8 @dominicpoks @jad_naj @hashoveride @Bitfarms_io Thanks for the kind words. I extended my break after the Christmas vacation but it's time to get back into the flow. 🤝" [X Link](https://x.com/TheKamaHsutra/status/2018458370622005380) 2026-02-02T22:55Z 12K followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@TheKamaHsutra Kamahsutra
Kamahsutra posts on X about $iren, ai, $bitf, in the the most. They currently have [------] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.
Engagements: [---] #
- [--] Week [-----] -85%
- [--] Month [------] -28%
- [--] Months [----------] +621%
- [--] Year [----------] +786%
Mentions: [--] #
- [--] Week [--] -33%
- [--] Month [--] -36%
- [--] Months [-----] +72%
- [--] Year [-----] +93%
Followers: [------] #
- [--] Week [------] -0.13%
- [--] Month [------] +1.40%
- [--] Months [------] +171%
- [--] Year [------] +382%
CreatorRank: [---------] #
Social Influence
Social category influence stocks 64.22% finance 14.68% cryptocurrencies 11.93% technology brands 8.26% countries 3.67% celebrities 1.83% financial services 0.92% travel destinations 0.92%
Social topic influence $iren #275, ai 16.51%, $bitf #133, in the 9.17%, bitfarms #140, if you 7.34%, $bitfs #1, moses 5.5%, $irens 4.59%, ben 4.59%
Top accounts mentioned or mentioned by @hashoveride @bitfarmsio @danroberts0101 @chinoalemano @bitcoinbutcher1 @stephenzeiner @sgrastar @fransbakker9812 @mcnalliem @dominicpoks @landoinvests @getwittit97 @bitfarms @bknight221 @lazaruscapital @answerreality @litigiousdulce @jadnaj @nanotitan28 @agrippainv
Top assets mentioned Iris Energy Limited (IREN) Bitfarms Ltd. (BITF) CoreWeave, Inc (CRWV) Stronghold Digital Mining, Inc. (SDIG) Microsoft Corp. (MSFT) Core Scientific, Inc. Common Stock (CORZ) Cipher Mining Inc. Common Stock (CIFR) MARA Holdings, Inc. (MARA) Riot Platforms, Inc. (RIOT) Alphabet Inc Class A (GOOGL) Hut [--] Mining Corp. (HUT) Nebius Group N.V. Class A Ordinary Shares (NBIS) TeraWulf Inc. (WULF) Bit Digital, Inc. (BTBT) Applied Digital Corp. (APLD) Galaxy Digital Inc. (GLXY) Alpha Technology Group Limited (ATGL) BITMINE IMMERSION TECH (BMNR) CLEANSPARK INC (CLSK)
Top Social Posts
Top posts by engagements in the last [--] hours
"Energization and revitalization is what vacations are for. Having been away on holidays for almost [--] weeks allowed me to just focus on enjoying life and not follow the day to day price action of the miners. It is highly recommended to step away from the market from time to time and not just worry about anything. Is everyone bearish now after the massive dumps in the markets due to FOMC hawkish tones I know that some people newer to the BTC cycles are barely hanging on or have already started capitulating. Tomorrow is always a new day in this space. It's imperative to know what you've signed"
X Link 2024-12-19T23:50Z 12K followers, 30.5K engagements
"🤯🤯A New Paradigm shift for $IREN🤯🤯 I don't use the mind blown emoji often but when I have used it like I did for $IREN's BTC mining fleet around the same time last year the predictions came out almost exactly to be true. It transformed IREN into a FCF machine. After the recent $IREN earnings call I was just as mind-blown by what they had announced in their guidance. The guidance is just as ambitious as their accelerated EH growth guidance in the May [----] earnings call. However this is arguably an even much more ambitious plan for $IREN since it's entering into an arena that is far more"
X Link 2025-08-31T22:47Z 12K followers, 154.8K engagements
"$BITF's first site to AI/HPC monetization 🤔 During his presentation at the HCW Conference on Sept 8th @hashoveride told us to keep an eye out for a possible announcement regarding their Washington site and AI/HPC developments. Their Washington site at [--] MW is the smallest of the site that BITF is currently working hard to develop into AI/HPC monetization and would be the quickest path due to lowest capex requirements. The site would be quite attractive to potential customers for it's ultra low rates at around $0.03/kWh as per BITF. Not only that the site sits right on a fiber optic line and"
X Link 2025-09-19T18:45Z 12K followers, 79.7K engagements
"I think you've sorely mistaken the situation. Consider the following: $BITF made the pivot to AI/HPC even before the $SDIG acquisition. The Sharon acquisition was the first sign. So people recognized the situation in real time. 😉 $BITF has overhauled the BOD and has removed the South American founding contingent. With all due respect the South American contingent was the incompetent faction within BITF. Some of whom were not qualified to run a publicly listed company and more adept at running cookie factories. The overhaul of the BOD included the appointment of a key piece such as Wayne Duso"
X Link 2025-10-09T02:18Z 12K followers, 40.1K engagements
"💲5 $BITF has closed over $5 and as a man of his word @hashoveride has agreed to a time for the next Bitfarms Kitchen Stadium Event 💲5 Please join myself co-hosts @bitcoinbutcher1 @litigious_dulce and @midlevelcruiser at [--] PM EST on Monday October 20th for this must listen to event. Ben has also graciously offered more than just [--] hour of his valuable time We should be able to open up questions and speakers from the floor this time around. You will not want to miss out the free recipes of Chicken Tikka Masala. I mean AI/HPC pivots from Ben Gagnon"
X Link 2025-10-14T15:27Z 12K followers, 219.9K engagements
"A month ago I had profiled $BITF's Moses Lake site as it was the site closet to monetization. It was exactly a month ago and going into tomorrow's spaces with @hashoveride I thought it would be appropriate to profile the biggest site in their portfolio that is closest to monetization. The latest $100mil credit facility from Macquarie is already earmarked for substation building and one can only guess how much of the $500mil from the convertibles offering will be going into building out this site. In my estimation there will be a good chunk of that convertibles money going into Panther Creek"
X Link 2025-10-19T22:39Z 12K followers, 129.6K engagements
"🏗 The IREN X MSFT Deal: A bet on the future of AI and owning the DC and infrastructure is the prize🏣 This is my first time breaking down the numbers of the $IREN x $MSFT deal since it had been announced using my trusty napkin math model. See the quoted post below for further reference on how this model and the numbers were derived. Before I begin I have to preface that my background is in IT and not the finances. However IMO even without using IRR calculations and etc. we can still come to the same final conclusions using other methods. At the end of the day we just want to know if this"
X Link 2025-11-08T18:44Z 12K followers, 115.2K engagements
"Well well well. our friend Reginald Smith is a it again. 🤔 While the other recent analyst has gotten it right and have rerated $IREN's CSP business correctly the @jpmorgan analyst is not budging off his low ball price target and underweight stance on IREN. For the most part Reggie's modelling isn't too bad. However he's made some extremely bad assumptions. Reggie is only valuing $IREN's CSP business at $2.7bil and assumes that colocation is a downside risk for IREN rather than upside. Colocation would not be a downside risk at the very least it would be neutral as it would provide stable"
X Link 2025-09-26T14:11Z 12K followers, 100.3K engagements
"Just as we saw new peaks in [----] for $IREN we will see new peaks for IREN in [----]. IREN is an AI infrastructure juggernaut in the making with an unmatched track record of execution. Stay focused $IREN shareholders look towards to oncoming Horizon and we will find new heights. Energization and revitalization is what vacations are for. Having been away on holidays for almost [--] weeks allowed me to just focus on enjoying life and not follow the day to day price action of the miners. It is highly recommended to step away from the market from time to time https://t.co/EDaSFizmTh Energization and"
X Link 2025-12-26T06:18Z 12K followers, 22.8K engagements
"Are you perplexed by the recent price action of $BITF Are you starting to contemplate the panic selling of BITF due to short term noise Or are you full of conviction that BITF can execute and that AI is for real No matter which category you fall under $BITF CEO Ben Gagnon @hashoveride has confirmed that a BITF State of the Union spaces will happen in Mid-January [----]. In the meantime if you're a true Farmer do not fret and let the man cook"
X Link 2025-12-10T19:39Z 12K followers, 26.9K engagements
"It's a rainy day in Osaka is there anyone that can point me to the nearest local chapter of the $IREN cult and when is the next meeting that I can attend 🤔😂"
X Link 2025-12-21T05:25Z 12K followers, 18.2K engagements
"@dominicpoks @jad_naj @hashoveride @Bitfarms_io Yes I have been in contact with Ben and we're hoping to do a space before the end of February. He's been very busy and apologized for not being able to do one in January. 😂"
X Link 2026-02-02T22:46Z 12K followers, [---] engagements
"@LandoInvests 💯 might have been a cascade of dumping that was triggered. Almost all the AI miners had similar heavy dumping at close with IREN affected most"
X Link 2025-12-03T02:48Z 11.7K followers, [---] engagements
"@notkenspeckle We shit the bed hard at the end of the day like first day of eating Vietnamese street food in Ho Chi Min City. For the most of the day $IREN wasn't even down that bad considering the convertible notes news"
X Link 2025-12-03T05:46Z 11.7K followers, [----] engagements
"@notkenspeckle The fundamentals haven't changed and arguable it's better now"
X Link 2025-12-03T05:58Z 11.7K followers, [---] engagements
"@chiptomunk @LiebermanAustin No way Chip. I flashed it to a group chat once and it almost marked the exact top. Never screenshot anything until after you've cashed some of it out. 😂"
X Link 2025-12-04T03:53Z 11.7K followers, [---] engagements
"@edge_of_power @CNBC Meh. it's drawing a lot of attention on $IREN or is it Irene 😂 More people than not know that he is an inverse signal"
X Link 2025-12-04T14:18Z 11.7K followers, [----] engagements
"At this point of the Big [--] BTC miners from the last cycle $RIOT $MARA and this is due to "non-BTC assets". All have to do with the quality of their site assets. Corsicana is better than any MARA site and arguably more valuable than all of the MARA sites combined by itself. If you add Corsicana and Rockdale then it's not really that close. RIOT's execution isn't exactly stellar but they just have to not bungle Corsicana to become a winner"
X Link 2025-12-05T00:11Z 11.8K followers, [----] engagements
"@MarckPam @DByProg Behind every man is a wife that is ready to proceed with purchase. 😂"
X Link 2025-12-10T08:43Z 11.7K followers, [--] engagements
"@nanotitan28 Bitfarms to table is how we can eat. 😅"
X Link 2025-12-10T19:44Z 11.8K followers, [----] engagements
"@callah32 @nanotitan28 My guess for $BITF is that they end up being a hybrid of GPUaaS and colocation"
X Link 2025-12-10T23:13Z 11.8K followers, [---] engagements
"I don't think it was a [---] degree turn at all. I think he was just being coy about it and saving it for the earnings announcement. If you go through my timeline I have been anticipating that $BITF will do some CSP because the numbers for CSP is much more compelling than pure location if you can get a deal done. CSP always made sense for $BITF's Moses Lake site because they are worried about the cost of capital being a much MC at this time. However at [--] MW they don't have to worry about the cost of capital for the DCs since the have money on hand to cover $12mil/MW x 18MW = $216mil to fully"
X Link 2025-12-10T23:26Z 11.8K followers, [---] engagements
"@Maxfrommunich Yeah that is a lot of built of infrastructure that is ready to be converted as easily as possible for a former BTC mining site"
X Link 2025-12-11T18:13Z 11.8K followers, [--] engagements
"@GetWITTit97 @hashoveride Noted will do. It being a state of the union type spaces Ben has agreed that we should field many questions from the open floor for all things $BITF. If you have the time to tune in you might even get to ask that question personally. 😉"
X Link 2025-12-11T21:55Z 11.8K followers, [---] engagements
"@just_for_elon @Bitfarms_io No they have only increased their pipeline by [---] MW. But I would imagine this [---] MW is close to load studies and not some distant pipeline"
X Link 2025-12-11T23:12Z 11.8K followers, [---] engagements
"For [--] I have heard arguments are building into the margins and writing off the bad hardware. Also having permanent robot in space to do the maintenance. Ok that is somewhat plausible. For [--] this is a whole dimension that has not be discussed. So are we going to start building a space military wing to protect these space assets Just a lot of complex layers that people think can be address in a [--] to [--] year time span. I don't see that happening"
X Link 2025-12-12T00:16Z 11.8K followers, [---] engagements
"@StockSavvyShay @LandoInvests Until $CRWV closes the deal to acquire $CORZ it can't be considered a power and compute integrator either. As of now the only player in the market that owns enough power capacity and projected GPU compute to be considered a compute-power integrator is $IREN. 😉"
X Link 2025-12-12T05:28Z 11.8K followers, [---] engagements
"@GetWITTit97 @StephenZeiner @BitFarms @Bitfarms_io This post explains my methodology. I don't necessarily need to go to country records. From the disclosed size of Panther Creek and what the possible plots of adjacent land can form the site it's very limited on what the actual site can be. https://x.com/TheKamaHsutra/status/1980041083309465681 A month ago I had profiled $BITF's Moses Lake site as it was the site closet to monetization. It was exactly a month ago and going into tomorrow's spaces with @hashoveride I thought it would be appropriate to profile the biggest site in their portfolio"
X Link 2025-12-13T01:04Z 11.8K followers, [----] engagements
"@GetWITTit97 @StephenZeiner @BitFarms @Bitfarms_io I did this for the $BITF Moses Lake site and it turned out exactly as predicted. First verified by Ben on our spaces and then on the BITF presentation for the site for AI DCs. https://x.com/TheKamaHsutra/status/1969227644735504673 @hashoveride An interesting find at $BITF's Washington site a billboard from Carlile Development LLC for the sale of land around the BITF site via Google street view dated [----]. As previously mentioned BITF purchased parcels of land to more than double the acreage at their [--] MW site from https://t.co/BaX7WjO5qI"
X Link 2025-12-13T01:07Z 11.8K followers, [----] engagements
"$BITF should be ok for the next couple of quarters without any capital raises IMO. Assuming they do have $1bil in the war chest as per the Q3 presentation. That is enough to cover the Moses Lake buildout at $12mil/MW x [--] = $216mil. The GPUs will be leased so there will be minimum down payment in exchange for interest rates. Panther Creek will be done in phases around [--] MW. Assuming $12mil/MW x [--] = $600mil. Adding up $1000mil - $600mil - $216mil = $184mil approximately remaining. This is enough to cover any civil works required at the Quebec and Sharon site. Those projects will run into Q3"
X Link 2025-12-13T05:29Z 11.8K followers, [----] engagements
"@electrcfrontier @StephenZeiner @BitFarms @Bitfarms_io No they recognized and addressed this deficiency by partnering with T5 to learn while building the first phases of Panther Creek"
X Link 2025-12-14T04:21Z 11.8K followers, [---] engagements
"@mikealfred @CryptoWendyO Did somebody say Jane Street 🤔"
X Link 2025-12-14T13:10Z 11.8K followers, [---] engagements
"@SVG__Collection Wasting husband hard earned money worldwide. Thanks for nothing Jane"
X Link 2025-12-14T13:20Z 11.9K followers, [----] engagements
"@Filmdaddy77 @StephenZeiner @Bitfarms_io Will ask that question on the spaces"
X Link 2025-12-16T23:32Z 11.8K followers, [---] engagements
"@BKnight221 It's been ugly price action that have driven any tourist out. At current valuation and with AI deals still coming for all available MWs no doubt in my mind $BITF is a multi bagger from here. Take advantage to accumulate now"
X Link 2025-12-18T23:25Z 11.8K followers, [---] engagements
"Using price action to explain the strength of a deal So now today the market thinks the $HUT deal is a PoS It's was down almost 4% while the peers were pretty green today that is some of the shittiest follow through price action if you ask me. Having said that $HUT did get one of the best colocation deals to date. Short term price action is not indicative of how good a deal is market forces and trends will dictate price action more. The $IREN x $MSFT deal is still one of the best value creation deals in the sector. There are different ways to look at it in terms of FCF modelling but it is"
X Link 2025-12-19T06:23Z 11.8K followers, [----] engagements
"@MaoBaoBaomby I think it's time for you to pay a visit back to your hometown then 😉"
X Link 2025-12-19T23:51Z 11.8K followers, [---] engagements
"@tennant_n @Agrippa_Inv @Thebullwhisper First noticed it when it pumped and people chased but didn't want to chase. Listening to @KashRamki on his interview/spaces on NUAI had me buying a starter position"
X Link 2025-12-20T23:21Z 11.8K followers, [---] engagements
"I don't want to crap on the $CORZ deal. However if your "hyperscaler" is $CRWV and not the likes of $MSFT or $GOOG then I would curb my enthusiasm. CORZ has the biggest deal in total dollar terms but it's not even close to being the best deal in average monetary terms over the course of their deal. A lot has been made of the money fronted to CORZ however MSFT has fronted $IREN more than 2.5x that amount. You also have to wonder what type of facilities are being built for $1.5mil/MW retrofitted. $IREN can do lower than thst in Canada because they can be running air-cooled Blackwells that won't"
X Link 2025-12-21T00:04Z 11.8K followers, [----] engagements
"@PDPhilaPhil @_Sgr_A_Star @danroberts0101 Yes with phased moves to SW1 but only if the capacity of SW is not all taken by a hyperscaler at better economics than BTC mining soon. 😂"
X Link 2025-12-21T00:45Z 11.8K followers, [---] engagements
"@IREN1000dollars No but I do have an affinity for travelling to Japan now after my first visit a year ago. 😉"
X Link 2025-12-21T05:42Z 11.8K followers, [---] engagements
"Are you sure about that Look at the $IREN vs BTC price action since the rerate started in April [----]. You telling me that $IREN is still closely tied to BTC correlation since then Really Now add in $NBIS to this chart and look at that correlation between $NBIS and $IREN. You sure that $IREN is still treated as a BTC miner and not a neocloud If you still think the market is treating $IREN as a BTC miner and not a neocloud then you're already a couple of steps behind the market. sorry bro. 🤷"
X Link 2025-12-21T08:02Z 11.8K followers, [---] engagements
"Have you ever questioned management about what type of facilities and shelf life of DCs you're getting from $1.5mil/MW retrofitted If $CORZ ever decided to dropped $CRWV do you think any real hyperscaler would be willing to do a colocation deal in those facilities as is Knowing what the DC capex is needed from the $APLD $WULF $CIFR $GLXY colocation deals Looking at how that deal is structured those DCs CORZ are building would have them joined to the hip with CRWV I don't think anyone else would take those as is. Do you really think those facilities will be able to support Vera Rubin Without a"
X Link 2025-12-21T13:56Z 11.8K followers, [---] engagements
"Yes two low ball offers from your over levered "hyperscaler" $CRWV. ok there. Do you also know why there won't be any attempt from anyone to try to buyout $IREN soon And no it's not because no one wants IREN far from it. If you can't see that $IREN can generate $9.7bil of revenue from only 10% of their current power portfolio then I can't help you either"
X Link 2025-12-21T14:03Z 11.8K followers, [---] engagements
"@TylerTX12 @McnallieM @EAWinvest @powermining_BTC $IREN hasn't formally announced VR support but they can do 200kw rack density now at Horizon DC. IREN will have the most VR ready DC capacity by EOY [----] at Childress in the entire market IMO"
X Link 2025-12-21T20:59Z 11.8K followers, [---] engagements
"@AvivArazi [--] kids you must become the alpha at all cost. The gloves come off. 😅"
X Link 2025-12-21T21:07Z 11.8K followers, [---] engagements
"@PelotasN2Boca @FransBakker9812 @StoxSamA No not this guy. Just Google the former CFO of SDIG"
X Link 2025-12-22T01:15Z 11.8K followers, [--] engagements
"@danroberts0101 Dan and $IREN have both the long and short game covered. Short game with the FCF from Canadian based cloud and BTC mining. Long game with fastest path to DC ownership and residual value of GPU equipment"
X Link 2025-12-22T03:34Z 11.8K followers, [----] engagements
"@_Sgr_A_Star @brianfry01 All I want for Christmas is Wagyu. 😂"
X Link 2025-12-23T23:42Z 11.8K followers, [---] engagements
"@AndersonMeadow2 @Agrippa_Inv @_Sgr_A_Star @brianfry01 Won't do Hokkaido or north of Tokyo until next year. I've had plenty of stinky tofu in Shanghai already. Have to save room for my [--] favorites in Japan Wagyu and fresh off the grill Unagi"
X Link 2025-12-24T00:30Z 11.8K followers, [--] engagements
"@LandoInvests If AI is the real deal then there is still ways to go"
X Link 2025-12-26T10:52Z 11.8K followers, [---] engagements
"@KMISglobal @LandoInvests The fundamentals especially based on some of the DD done by @FransBakker9812 and his OnlyFrans group are aligning with the charts for $IREN. When the fundamentals and charts align good things happen for the stock. We'll see this quarter"
X Link 2025-12-26T13:56Z 11.8K followers, [---] engagements
"@moninvestor Did they buy $BMNR because of Tom Lee's background That has been tough for almost all holders"
X Link 2025-12-26T23:41Z 11.8K followers, [----] engagements
"@Lazarus_Capital @JoshInvestsAI All good. Anytime. Perhaps you should go there on some of those $BTBT profits when you have the time 😉"
X Link 2026-01-01T00:08Z 11.8K followers, [---] engagements
"The thing that always impresses me about the Japanese is their dedication to perfecting their craft. If you go to a Japanese restaurant in Japan you are not likely to find a wide menu. They will focus on a theme or ingredient and do it extremely well. Tell your wife not to be closed minded and give it a chance I have not met a person who has travelled there and not like it. If she goes I am 99% certain that she will have a change of mind. Hope you get the chance to go with her. If your BTBT profits will allow it. 😂 https://twitter.com/i/web/status/2006544584893964415"
X Link 2026-01-01T01:54Z 11.8K followers, [---] engagements
"@capitaltracer @Lazarus_Capital @JoshInvestsAI $BTBT profits. that was exactly the joke. 😂😂😂"
X Link 2026-01-01T02:01Z 11.8K followers, [---] engagements
"@_Sgr_A_Star @bitcoinbutcher1 @FransBakker9812 @danroberts0101 $0.50 per GPU hour is a lot. If a 76k fleet for a year then it's $0.50 x [---] x [--] x 76k = $332.88mil of pure profit for the same fleet. Pure profit no extra costs"
X Link 2026-01-01T02:58Z 11.9K followers, [---] engagements
"Then buy the ETF. The biggest risk to MSTR performance is post Saylor. If you're that comfortable with MSTR would you be willing to all in MSTR and HODL it through like people willing to do with BTC If you are then I have no argument. But about future performance we can only come back to this thread in [--] years. https://twitter.com/i/web/status/1874684719570292851 https://twitter.com/i/web/status/1874684719570292851"
X Link 2025-01-02T05:10Z 12K followers, [--] engagements
"@maxxTFSA @theBTCMiningGuy Keep drinking Sam Tabar's Koolaid about "Wen Customer" and "aspirations" about $IREN. 😉"
X Link 2025-06-02T00:23Z 12K followers, [---] engagements
"So it appears that large scale AI/HPC campuses are not dead in fact they will be in high demand as per TD Cowen. Ironically it was also after a TD Cowen fireside chat that $IREN and West Texas haters were coming out of the woodwork. The quote from TD Cowen: "However we are admittedly skeptical that there is 5GW of available US data center supply across individual sites with 1GW scale that have power delivering in late [----] aside from capacity held by certain historical crypto miners converting facilities to support HPC." Doesn't that quote really resonate with a certain site that we have been"
X Link 2025-06-09T20:45Z 12K followers, 30K engagements
"Bro. just stop. $IREN has been on top of LLI more than any other company in the market and that is not a joke. That is why they have been able to build out so much electrical infrastructure in a year. They were at [---] MWs of operational capacity exactly a year ago and now at [---] MWs. So you're fading the company that has built out [---] MW of electrical capacity in a year Can you name me some other companies that have accomplished that kind of cadence Has $GLXY ever been able to do it If anything IREN has some of the best credibility in the entire industry of building electrical infrastructure."
X Link 2025-08-09T14:55Z 12K followers, 11.6K engagements
"$IREN has updated different sections of their website. One of the most notable being the company's leadership page. There are [--] new additions to this section Anthony Lewis (Chief Capital Officer) and Tribeni Lodh (VP of Commercial). We have known about Anthony Lewis since his initial hiring as the Chief Capital Officer we have never seen Tribeni Lodh's name surface in a leadership role until now. From Tribeni Lodh's LinkedIn page he has been with $IREN as the VP of Commercial since Oct of [----] coming from Goldman Sachs where he was an Executive Director. An Executive Director at GS would have"
X Link 2025-08-23T19:20Z 12K followers, 13.1K engagements
"@jaijungkim If AI is not just hype and they can scale to [--] GW of CSP and using a model of 80% utilization revenues can easily go past $21bil ARR. Apply a 10x multiple that would be a $210bil MC. 30x from the $7bil MC now. If they can ever execute there is still a long long way to go"
X Link 2025-08-31T17:15Z 12K followers, [--] engagements
"If there was money well spent on a sponsorship then $IREN has just nailed it. Sponsoring BTC [----] was not going to get any new eyeballs. This one here will attract a whole lot of new eyeballs on IREN just at the right time. 👀👀👀 $IREN Co-Founders & Co-CEOs @danroberts0101 and Will Roberts with @DavidSacks @chamath and @friedberg at the @theallinpod @allinsummit. https://t.co/dEkONAjQR9 $IREN Co-Founders & Co-CEOs @danroberts0101 and Will Roberts with @DavidSacks @chamath and @friedberg at the @theallinpod @allinsummit. https://t.co/dEkONAjQR9"
X Link 2025-09-08T04:06Z 12K followers, 17.4K engagements
"@trailinvest Agreed some of the conflating of ticker names will be gone. They're still going to win on MWs but not nearly the value $IREN can monetized on the whole AI vertical"
X Link 2025-09-09T15:15Z 12K followers, [----] engagements
"That is not on him. The previous board was adamant about expanding into South America because of their South American roots. That was the biggest cause of not hitting the targets in [----] the T21 miners being the other one. For a BTC miner that wasn't into AI/HPC $BITF pivoted pretty quickly into it. After they purchased their Sharon Pennsylvania site from Mawson and followed it up with the acquisition of $SDIG I very firmly believed those moves were for AI/HPC and not for BTC mining right then and there. I posted about how these sites were for the future of their AI/HPC and not BTC mining"
X Link 2025-09-10T20:18Z 12K followers, 28.6K engagements
"@CocomelonLife @miggitymawk @dannycheng2022 Pennsylvania is AWS country just saying"
X Link 2025-09-12T21:52Z 12K followers, 27.3K engagements
"Pennsylvania is AWS country that is probably more anecdotal than statistically true. However what is not anecdotal but factual is that $BITF has a real AWS connection. Because of the bad sentiment in $BITF a lot of people including myself missed this important BOD appointment back on August [--] when it was first announced. $BITF appointed former AWS executive Wayne Duso to the BOD. This a direct quote from Wayne Duso: Bitfarms strategic pivot to HPC/AI aligns perfectly with my passion for building scalable innovative enterprise and data center technologies. With a robust [---] GW energy pipeline"
X Link 2025-09-13T16:15Z 12K followers, 30.4K engagements
"@GlobalCollapse It's all about rack density baby At $IREN we take rack density seriously"
X Link 2025-10-01T02:03Z 12K followers, 17.4K engagements
"💻Are new GPU installs finally here for $IREN 💻 Today @IREN_Ltd Co-CEO Daniel Roberts was on theCUBE with @furrier talking about everything IREN AI. It's an interview that I do recommend people watching themselves. Thank you to @MaartenDik for recording it so I can use that video on auto-play directly from a quote. For me I was looking for interesting tidbits or nuggets that Dan might be laying. While there doesn't appear to be any major nuggets here that we don't already know he did say the following: At 5:10 Because we've got those data centers operating we're actively swapping out Bitcoin"
X Link 2025-10-03T03:45Z 12K followers, 20.4K engagements
"I literally have no words. 😂 $IREN proved that miners can become AI landlords. $MARA built the power grid to scale it. One sells GPUs the other owns the megawatts. Lets break down the real race. https://t.co/gQpAmf1d7P $IREN proved that miners can become AI landlords. $MARA built the power grid to scale it. One sells GPUs the other owns the megawatts. Lets break down the real race. https://t.co/gQpAmf1d7P"
X Link 2025-10-15T02:12Z 12K followers, 72.6K engagements
"Is this correct 👀 At 3:09 PM there was a [--] minute candle showing a buy of more than 2.49mil shares of $IREN I only see this on WeBull not on Tradingview. Anyone else see this on different platforms or services"
X Link 2025-10-23T19:26Z 12K followers, 82K engagements
"@_aulakhs Yeah I was waiting to see what @FL0WG0D was going to post regarding this. But his post is for calls and not shares. The value of these shares would be around $56.70s x 2.49mil shares over $140mil"
X Link 2025-10-23T20:32Z 12K followers, [---] engagements
"Thanks for pointing out that Greg Beard is now with the DoE as a Senior Advisor to the Loan Programs Office. I haven't really tracked him much after the $BITF acquisition of $SDIG and where we was in the organization. After he left that was pretty much the end of me noticing his progress. Is this merely a coincidence 🤔 https://twitter.com/i/web/status/1982069294990049586 https://twitter.com/i/web/status/1982069294990049586"
X Link 2025-10-25T12:58Z 12K followers, [----] engagements
"Where my bros @RHouseResearch @icyopro23 @Lazarus_Capital @FloodCapital at this morning Great Morning to be an $IREN holder isn't it 😉 And I haven't even pulled out any receipts yet. there is still a long ways to go before I pull out receipts and a lot more people I haven't tagged yet. 😂"
X Link 2025-11-03T13:10Z 12K followers, 20.2K engagements
"I do believe that $IREN still has an earnings call coming up this Thursday. What will @IREN_Ltd be able to cook up for an encore to today's deal announcement 👀👀👀"
X Link 2025-11-04T02:55Z 12K followers, 25.7K engagements
"It's been a while since I've put out any meaningful posts due to my life outside of AI miners. Here is a couple of things that caught my eye from the latest $IREN earnings call and presentations deck. This is the debut of Fireworks AI (@FireworksAI_HQ) in any of the $IREN published literature as a customer. Notice that the customers that IREN has featured on their deck in $MSFT Together AI FluidStack and Fireworks AI are all PaaS providers. This just reiterates how $IREN views it's market positioning going forward in AI compute they will not seek to go beyond IaaS as they feel there is simply"
X Link 2025-11-07T02:22Z 12K followers, 58.2K engagements
"Has $IREN been really weak the past couple of weeks No doubt. However have zero fear IREN holders. I am a big believer of pairs trading and if $IREN isn't fundamentally broken then IREN has bottomed vs peers in the shorter term time frames. Consider where the $IREN vs $CLSK $WULF $HUT $RIOT RSI and Bollinger Bands are on the hourly time frame. The daily time frame also looks atrocious for $IREN vs peers. This is not the time to rotate out but rather time to rotate in as statistical odds are in your favor. Bookmark this and see where these charts are at the end of next week or [--] weeks from now"
X Link 2025-11-28T15:58Z 12K followers, 64.9K engagements
"Excellent In the market one should not bet against statistical odds. For example using the $IREN / $CIFR pair. The hourly RSI is now at [-----] It has not been in this type of zone since March [--] [----] when the RSI was at [-----]. From that point it went on a massive rally in favor of $IREN. The hourly RSI was at [-----] on July [--] [----] then proceed to rally again in favor of $IREN. Zooming out to the daily time frame vs $CIFR it is the first time it has dipped into the under [--] RSI zone since November [----]. And it's not just vs CIFR it's vs almost every peer. When these type of conditions appear"
X Link 2025-11-28T16:22Z 12K followers, 11.8K engagements
"We know that $IREN has been very weak against peers recently. Just look at these charts on the hourly and daily time frames. Breaching the lower Bollinger Band on the daily timeframe is very rare on the $IREN / $WGMI pairs chart for IREN. On the hourly timeframe the RSI hit a low of [-----] today. The only other time it was this low on this pair was back on February [----]. It bottomed on February 27th when it hit single digits at [----] before it went on a massive run vs WGMI. Have we bottomed No idea. Could there be more weakness to come Entirely possible. But if history rhymes $IREN is likely"
X Link 2025-11-29T02:05Z 12K followers, 47.9K engagements
"Does $IREN underperforming for a couple of weeks bother me Not that much. NGL it would fee better if it kept up with AI miner peers instead of slumping with $NVDA neoclouds. But these movements are cyclical and I have high confidence/conviction that a bounce is near. It's the weekend so just kick back some Kootenay with friends. [--] for every GW in their portfolio"
X Link 2025-11-29T15:37Z 12K followers, 12.5K engagements
"Today was $IREN's biggest volume day ever with over [----] million shares traded. Sadly it was on a very red day. However what is more unusual is the volume distribution throughout the day it was completely dominated by the last hour of the day. Here is what the volume distribution looks like on the [--] minute chart to get a nice granular look. You can go through a couple of hundred of these type of daily charts and probably won't find another one of these on a stock as they are exceedingly rare. It's not just a matter of being beating the opening hour volume but rather completely dominating it"
X Link 2025-12-03T05:27Z 12K followers, 48.9K engagements
"I talked about $IREN looking like it was starting to bottom in terms of relative performance vs peers last week and the $IREN / $CIFR pair was one of them. Now looking at this a week (5 trading days later) I would say this is holding true. Last Friday the ratio closed at [----]. Monday IREN started outperformed significantly but that was brought back down by the convertibles announcement. However even the convertibles news IREN holding this range well for the rest of the week. IREN is at oversold territory for this pair on the daily timeframe and the ratio is staying in this same range as the"
X Link 2025-12-07T20:32Z 12K followers, [----] engagements
"RT @TheKamaHsutra: @nanotitan28 I talked about $IREN looking like it was starting to bottom in terms of relative performance vs peers last"
X Link 2025-12-07T20:32Z 12K followers, [--] engagements
"Anyone able to post from desktop version"
X Link 2025-12-10T02:42Z 12K followers, [----] engagements
"As an $IREN shareholder I love the transparent nature of the company. Whether it's BTC mining or AI DCs IREN stands out from its peer in terms of letting shareholders know what is going on on a regular basis. This rare in BTC mining but virtually non-existent in the DC building world. In this most recent video of the Horizon buildouts at Childress $IREN is dropping more nuggets on us if we are paying close attention. I have echoed this theme many times in the past Childress is a sleeping giant that many people are not appreciating. Childress already has [---] MW of energized power today (with"
X Link 2025-12-10T03:02Z 12K followers, 30K engagements
"https://x.com/IREN_Ltd/status/1998385184723370099 Horizon is a new class of infrastructure purpose built for high performance AI workloads Were integrating [---] miles of high bandwidth fiber to create two 100MW GPU superclusters as well as flexible rack densities so we can deploy not just todays chip technologies but the https://t.co/501pUD37mD https://x.com/IREN_Ltd/status/1998385184723370099 Horizon is a new class of infrastructure purpose built for high performance AI workloads Were integrating [---] miles of high bandwidth fiber to create two 100MW GPU superclusters as well as flexible rack"
X Link 2025-12-10T03:02Z 12K followers, [----] engagements
"Just a clarification. The image below here is not of the interior of the $IREN Horizon DC data halls. From other videos of the frames of the DC shells we can see that size and alignment of the concrete pillars/supports do not match up. [--]. The height of the interior is higher than the DC shells and also with a completely flat roof across the area covered. [--]. The width of the building is also wider than the DC shells. [--]. The placement of pillars that are not consistent with what they would be if they were the DC shells as the DC shells would not have pillars in the middle of the floor space."
X Link 2025-12-10T09:18Z 12K followers, [----] engagements
"Is the fear in the terrestrial based AI DC plays such as $IREN $NBIS really warranted Let's just say that the complexities of terrestrial based AI DCs have not been fully figured out yet and we're going to add an entirely more complex layer on top of it. Will the space based DCs eventually happen I am not doubting or betting against it. But the key question is when and how many years do terrestrial based DCs have left Many IMHO. @GavinSBaker is much more educated on this subject matter than I am by a substantial margin. However I would like to remind him of something here in this clip."
X Link 2025-12-11T23:34Z 12K followers, 13.4K engagements
"The AI DC plays have been completely battered today on the reports of $ORCL delays related to OpenAI DCs. The algos are going to indiscriminately batter all names in this sector. However if there is a single name that does not deserve this it's $IREN. For those that have owned or followed IREN for a long time would know that IREN does not miss targets and has a stellar record of deliverables building BTC mining DCs. This will be no different building AI DCs. IREN was built for this. Under-promise and over-deliver is the IREN way. From the $IREN Q1 FY2026 earnings call on November [--] 2025."
X Link 2025-12-12T22:24Z 12K followers, 33.6K engagements
"https://youtu.be/P3uSSszIJ5wt=2500 https://youtu.be/P3uSSszIJ5wt=2500"
X Link 2025-12-12T22:28Z 12K followers, [----] engagements
"@BKnight221 Jane Street turned the markets into one big Diddy party today"
X Link 2025-12-12T22:40Z 12K followers, [----] engagements
"RT @TheKamaHsutra: @BKnight221 Jane Street turned the markets into one big Diddy party today"
X Link 2025-12-12T22:40Z 12K followers, [--] engagements
"RT @TheKamaHsutra: @StephenZeiner @BitFarms Although @Bitfarms_io didn't come out with this slide until recently. Back on Oct [--] I had map"
X Link 2025-12-12T23:54Z 12K followers, [--] engagements
"Good thing no one seems to give a flying shit about your posts/opinions. Someone please call a WHHHHHHHAAAAAAAMMMMBULANCE for this weak crybaby man-child Someone please call a WHHHHHHHAAAAAAAMMMMBULANCE for this weak crybaby man-child"
X Link 2025-12-14T13:42Z 12K followers, [----] engagements
"@heedoyoon @BKnight221 At these levels I think $BITF should buy back some of their shares even a few million shares would give some people a bit of confidence"
X Link 2025-12-18T23:45Z 12K followers, [----] engagements
"Been slacking off for a couple weeks from doing anything much. Guess I haven't missed much happening in the market lately 😂"
X Link 2025-12-19T23:42Z 12K followers, [----] engagements
"👀 Also "building on top" would also mean building on top of existing Childress BTC mining infrastructure. Which the other Horizon DCs would be for $IREN. I also don't think Dan was really asking a question but rather giving out an answer in the form of a question. He may have been a fan of Jeopardy https://twitter.com/i/web/status/2002532329118658928 https://twitter.com/i/web/status/2002532329118658928"
X Link 2025-12-21T00:11Z 12K followers, [----] engagements
"RT @TheKamaHsutra: @_Sgr_A_Star @danroberts0101 👀 Also "building on top" would also mean building on top of existing Childress BTC mining i"
X Link 2025-12-21T00:11Z 12K followers, [--] engagements
"Here is a quick though for my buddy @Lazarus_Capital if hyperscalers were really confident that they can get enough power and build all the DCs they need in the next [--] years then they wouldn't be signing colocation deals for [--] years out with options for even longer. There will be demand for $IREN's DCs which they will have paid off in around [--] years. Faster than anyone else in the sector"
X Link 2025-12-23T23:40Z 12K followers, 17.6K engagements
"@hashoveride Alright @hashoveride will coming on to talk about the AI/HPC opportunity that is still flying under the radar that is $BITF. @litigious_dulce @bitcoinbutcher1 LFG.😉"
X Link 2025-09-11T23:04Z 12K followers, 12.3K engagements
"Thanks for the extra info Matt. Yes @hashoveride did talk about as natural gas transmission pipeline being in the close vicinity of the $BITF Scrubgrass site during our spaces chat. I just didn't now how feasible that was vs more power from the grid and nearby 345kV lines. Here is the map of the Kinder Morgan pipelines in the area with the Scrubgrass site marked by the black dot. Now that I see the location of the natural gas pipeline it's easy to see that it's the one that is feeding into the Handsome Lake powerplant as that is the a natural gas powerplant. If using Google maps to measure"
X Link 2025-10-24T17:32Z 12K followers, [----] engagements
"This information is not entirely correct and heavily flawed I have known about $DGXX since the last cycle since it was $DGHI. Not to say there isn't enough of the AI pie to go around and that they will be successful in getting a piece of that pie but to compare their story to $IREN is completely inaccurate based on personnel foresight and execution. https://twitter.com/i/web/status/1982180517962502409 https://twitter.com/i/web/status/1982180517962502409"
X Link 2025-10-25T20:20Z 12K followers, [----] engagements
"To say that $IREN pivoted to AI/HPC is the first inaccuracy. IREN's goal was always to become an electrical infrastructure company and use those electrons for the best monetization use case possible. BTC mining was to bootstrap the whole business since it is the easiest business to start. $IREN started collecting power connection agreements well in advance to get to where they are now. They also acquired PodTech very early on to have the inhouse capabilities of designing their own AI/HPC DCs this is evident from their existing air-cooled 80kW rack density facilities that can be used for"
X Link 2025-10-25T21:31Z 12K followers, [----] engagements
"@closenberger @Agrippa_Inv @pei_liu3 @Tsuff101 @midlevelcruiser @Wyatts_Torch @OakenshieldVGX Oh shit You mean the former CFO of $SDIG. No wonder he loves $BITF and hates $IREN. there is no reason to love one but hate the other. 🤷🏻♂"
X Link 2025-10-25T22:11Z 12K followers, [----] engagements
"@rk8215 @chinoalemano DigiCloud would have been the perfect name. Captures the heritage of Digihost. I think Michel Amar watched one too many DragonballZ episodes. or Boyz N the Hood"
X Link 2025-12-03T23:11Z 12K followers, [---] engagements
"Although @Bitfarms_io didn't come out with this slide until recently. Back on Oct [--] I had mapped out the $BITF Panther Creek site based on the size listed and adjacent lots they could have purchased. The long row of DCs show is on what I labelled as "3" in my post. The Q3 presentation also showed how the rows of DCs were lining up to the west of the powerplant and confirmed it was on the plot of land that was labelled as "3". From both the BITF presentation and the ariel plots I have label there is still ample land to the south of "3" at "4" to build more phases at Panther Creek. The power"
X Link 2025-12-12T23:54Z 12K followers, [----] engagements
"@jad_naj @hashoveride @Bitfarms_io I am hoping @hashoveride can get back to me regarding the timing. Hopefully soon"
X Link 2026-01-15T14:26Z 12K followers, [----] engagements
"@MarinMar8 @dominicpoks @jad_naj @hashoveride @Bitfarms_io Thanks for the kind words. I extended my break after the Christmas vacation but it's time to get back into the flow. 🤝"
X Link 2026-02-02T22:55Z 12K followers, [---] engagements
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