[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

# ![@Umbisam Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::431831209.png) @Umbisam 𝒰𝓂𝒷𝒾𝓈𝒶𝓂

𝒰𝓂𝒷𝒾𝓈𝒶𝓂 posts on X about $iren, infrastructure, $corz, bitcoin the most. They currently have XXXXXX followers and 6042 posts still getting attention that total XXXXXX engagements in the last XX hours.

### Engagements: XXXXXX [#](/creator/twitter::431831209/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::431831209/c:line/m:interactions.svg)

- X Week XXXXXXX -XX%
- X Month XXXXXXXXX +166%
- X Months XXXXXXXXX +43%
- X Year XXXXXXXXXX +48%

### Mentions: XX [#](/creator/twitter::431831209/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::431831209/c:line/m:posts_active.svg)

- X Week XXX -XX%
- X Month XXX +60%
- X Months XXXXX +4.70%
- X Year XXXXX -XX%

### Followers: XXXXXX [#](/creator/twitter::431831209/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::431831209/c:line/m:followers.svg)

- X Week XXXXXX +3%
- X Month XXXXXX +20%
- X Months XXXXXX +46%
- X Year XXXXXX +55%

### CreatorRank: XXXXXXX [#](/creator/twitter::431831209/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::431831209/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::431831209/influence)
---

**Social category influence**
[stocks](/list/stocks)  #2385 [finance](/list/finance)  #4485 [technology brands](/list/technology-brands)  [cryptocurrencies](/list/cryptocurrencies)  #2751 [countries](/list/countries)  [exchanges](/list/exchanges)  [celebrities](/list/celebrities)  [travel destinations](/list/travel-destinations)  [currencies](/list/currencies) 

**Social topic influence**
[$iren](/topic/$iren) #7, [infrastructure](/topic/infrastructure) #1377, [$corz](/topic/$corz) #23, [bitcoin](/topic/bitcoin) #1228, [$crwv](/topic/$crwv) #68, [mining](/topic/mining) #1303, [china](/topic/china), [investment](/topic/investment), [$bkkt](/topic/$bkkt) #69, [$ai4](/topic/$ai4)

**Top accounts mentioned or mentioned by**
[@elonmusk](/creator/undefined) [@cleansparkinc](/creator/undefined) [@thebtcminingguy](/creator/undefined) [@fransbakker9812](/creator/undefined) [@bitfarmsio](/creator/undefined) [@mikealfred](/creator/undefined) [@thekamahsutra](/creator/undefined) [@pennyether](/creator/undefined) [@sebastianski](/creator/undefined) [@mcnalliem](/creator/undefined) [@chargestack](/creator/undefined) [@smatthewschultz](/creator/undefined) [@cazenoveuk](/creator/undefined) [@danroberts0101](/creator/undefined) [@zerosumgame33](/creator/undefined) [@irenltd](/creator/undefined) [@jasonbr38474283](/creator/undefined) [@aanjanmidha](/creator/undefined) [@marco394925151](/creator/undefined) [@powerminingbtc](/creator/undefined)

**Top assets mentioned**
[IREN Limited (IREN)](/topic/$iren) [Core Scientific, Inc. Common Stock (CORZ)](/topic/$corz) [Bitcoin (BTC)](/topic/bitcoin) [CoreWeave, Inc. (CRWV)](/topic/$crwv) [Bakkt Holdings, Inc. (BKKT)](/topic/$bkkt) [Artificial Intelligence (AI4)](/topic/$ai4) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Morgan Stanley (MS)](/topic/morgan-stanley) [Microsoft Corp. (MSFT)](/topic/microsoft) [Galaxy Digital Inc. (GLXY)](/topic/galaxy-digital) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Fermi Inc. Common Stock (FRMI)](/topic/$frmi) [286 (286)](/topic/$286) [MARA Holdings, Inc. (MARA)](/topic/$mara) [XRP (XRP)](/topic/xrp) [Hundred Million (100M)](/topic/$100m) [Cipher Mining Inc. Common Stock (CIFR)](/topic/$cifr) [Suncor Energy, Inc. (SU)](/topic/$su) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Metaplanet Inc. (MTPLF)](/topic/$mtplf) [Comcast Corporation (CMCSA)](/topic/$cmcsa) [Spotify Technology (SPOT)](/topic/$spot) [TeraWulf Inc. (WULF)](/topic/terawulf) [Advanced Micro Devices (AMD)](/topic/$amd) [Riot Platforms, Inc. (RIOT)](/topic/riot-platforms)
### Top Social Posts [#](/creator/twitter::431831209/posts)
---
Top posts by engagements in the last XX hours

"$IREN Enjoy 👇"  
[X Link](https://x.com/Umbisam/status/1975507488951701720) [@Umbisam](/creator/x/Umbisam) 2025-10-07T10:24Z 15.5K followers, 57.2K engagements


"$IREN wonder who best fits into this Bernstein chart 😍"  
[X Link](https://x.com/Umbisam/status/1976634603076264210) [@Umbisam](/creator/x/Umbisam) 2025-10-10T13:03Z 15.5K followers, 13.6K engagements


"$IREN Despite the sell-off-the-news at open (congrats to all those buying this hilarious dip) I'm pleased to report that we have successfully flipped $FRMI market cap meantime . and so much rightfully so. We'll see if it holds. I feel it will. Simply put . as Queen deserves it"  
[X Link](https://x.com/Umbisam/status/1975556340173902319) [@Umbisam](/creator/x/Umbisam) 2025-10-07T13:38Z 15.5K followers, 9830 engagements


"$IREN 15mil shares traded in half an hour"  
[X Link](https://x.com/Umbisam/status/1979186447836946943) [@Umbisam](/creator/x/Umbisam) 2025-10-17T14:03Z 15.5K followers, 19.9K engagements


"$IREN AI Infra bottleneck is coming. AI adoption / AI demand is booming while physical infrastructure cant. Its Dan theory since day one. And itll soon proved exactly right. Stay tuned weve seen nothing to date"  
[X Link](https://x.com/Umbisam/status/1977508063142875262) [@Umbisam](/creator/x/Umbisam) 2025-10-12T22:53Z 15.5K followers, 7124 engagements


"$IREN Microsoft cancels plans for data center in Caledonia Wisconsin. Short-lived plans have been canceled. As reported by local publications including the Milwaukee Journal Sentinel the company has withdrawn the application for "Project Nova" due to community opposition"  
[X Link](https://x.com/Umbisam/status/1976627809901789348) [@Umbisam](/creator/x/Umbisam) 2025-10-10T12:36Z 15.5K followers, 24.9K engagements


"$IREN OpenAI and Oracle's Stargate data center in Abilene Texas will eventually house more than 450000 Nvidia GB200 GPUs Larry Ellison has revealed. Oracle founder chairman and CTO Ellison delivered the news during a keynote at the Oracle AI World event in Las Vegas on Tuesday. The Stargate data center will use 1.2GW "enough power for one million four-bedroom homes in the United States" the billionaire said. This seemingly confirms that OpenAI and Oracle will take up all the capacity at the campus which is being constructed by Crusoe and has a stated target capacity of 1.2GW. The first two"  
[X Link](https://x.com/Umbisam/status/1978392635061445028) [@Umbisam](/creator/x/Umbisam) 2025-10-15T09:28Z 15.5K followers, 8529 engagements


"@FloodCapital @RHouseResearch @matthew_sigel your opinion matters a lot for many Im sure"  
[X Link](https://x.com/Umbisam/status/1977418716586668170) [@Umbisam](/creator/x/Umbisam) 2025-10-12T16:58Z 15.5K followers, XXX engagements


"$IREN I hope none of our beloved Queens Fam fell into whales several traps today. Hodl tight or buy the dip(s) are the only working & successful strategies"  
[X Link](https://x.com/Umbisam/status/1976744660753355229) [@Umbisam](/creator/x/Umbisam) 2025-10-10T20:20Z 15.5K followers, 25K engagements


"$IREN Oracle has unveiled the Oracle Cloud Infrastructure (OCI) Zettascale10 AI supercomputer. The Zettascale10 supercomputer is comprised of hundreds of thousands of Nvidia GPUs across multiple data centers to form multi-gigawatt clusters. According to Oracle this can reach up to XX zettaflops of peak AI performance (typically either FP8 or FP16). It will be available in the second half of 2026. The cloud company claims it will be the largest AI supercomputer in the cloud. The Zettascale10 is built on Oracle's Acceleron RoCE networking infrastructure and uses Nvidia AI infrastructure which"  
[X Link](https://x.com/Umbisam/status/1978393779334787263) [@Umbisam](/creator/x/Umbisam) 2025-10-15T09:33Z 15.5K followers, 4370 engagements


"$IREN Bernstein said that Iren's cash-generative mining business is helping to fund the company's rapid AI expansion projecting its total revenue to rise from $XXX million in 2024 to $XXX billion by 2027 with AI Cloud segment contributing more than half of that total achieving around XX% EBITDA margins"  
[X Link](https://x.com/Umbisam/status/1976636801516282099) [@Umbisam](/creator/x/Umbisam) 2025-10-10T13:11Z 15.5K followers, 7525 engagements


"$IREN Im XXX% sure we saw the bottom Friday after hours. Blue skies ahead"  
[X Link](https://x.com/Umbisam/status/1977372236257296848) [@Umbisam](/creator/x/Umbisam) 2025-10-12T13:54Z 15.5K followers, 20.4K engagements


"$CORZ $CRWV I reiterate the below increasingly convinced this deal is really hopeless otherwise. If anything I do now believe the range has moved up to AT LEAST XXXX ie. must be XXXX potentially closer to XXXX (aka 2x in-place Offer = 0.1235) to get CORZ shareholders support. This is why I'm STILL holding tight on my CORZ & CORZW positions. Story isn't over yet. Am expecting endgame to play out very differently"  
[X Link](https://x.com/Umbisam/status/1975573208918024203) [@Umbisam](/creator/x/Umbisam) 2025-10-07T14:45Z 15.5K followers, 10.3K engagements


"@RHouseResearch you have to learn how to look beyond your nose you will eventually after piling up on losses"  
[X Link](https://x.com/Umbisam/status/1978370931396342154) [@Umbisam](/creator/x/Umbisam) 2025-10-15T08:02Z 15.5K followers, XXX engagements


"$IREN Jim still doesnt fundamentally understand the different economics between Vertical Integrated Cloud Providers and Hosted Cloud Providers. he doesnt understand the reasons why CRWV is desperate in trying to buy CORZ (and why they wont succeed - most likely - without an upgraded offer) he doesnt understand the basics after a month studying & bashing the Queen from bottom up from right to left would you invest in any of his funds"  
[X Link](https://x.com/Umbisam/status/1978229767829700646) [@Umbisam](/creator/x/Umbisam) 2025-10-14T22:41Z 15.5K followers, 23.1K engagements


"$IREN GPUaaS and GenAI platform services are currently growing at around XXX percent per year and neoclouds are gaining share in those high-growth markets. There is every reason to believe that they will continue to grow their market share as cloud providers of all types struggle to match supply with burgeoning AI demand. - Jeremy Duke"  
[X Link](https://x.com/Umbisam/status/1978405032799174878) [@Umbisam](/creator/x/Umbisam) 2025-10-15T10:18Z 15.5K followers, 8571 engagements


"$IREN Iren Limited: An AI Crypto and Cloud Computing Stock Every so often I come across a stock in my research that checks nearly every box I look for: innovation growth strong fundamentals and technical momentum. Iren Limited (IREN) is one of those rare finds. The company sits at the intersection of three of the most exciting technology trends artificial intelligence cryptocurrency and cloud computing while also boasting a top Zacks Rank a reasonable valuation and strong price momentum. While 2025 has been volatile for the stock IREN has proven resilient climbing an impressive 93%"  
[X Link](https://x.com/Umbisam/status/1956436000206708883) [@Umbisam](/creator/x/Umbisam) 2025-08-15T19:21Z 15.5K followers, 33.5K engagements


"$MARA The Public Utilities Commission of Ohio (PUCO) has rejected a bid from Amazon Google and several other major data center developers to nix American Electric Powers (AEP) recently approved rate structure for the data center sector. The new rate which PUCO approved in July will require new data center customers in Ohio to pay for a portion of their energy requests even if they use less to cover the cost of the infrastructure required to bring electricity to those facilities. AEP introduced the new rate class in an effort to shield other ratepayers from bearing the cost of large data"  
[X Link](https://x.com/Umbisam/status/1965020806649721184) [@Umbisam](/creator/x/Umbisam) 2025-09-08T11:54Z 15.5K followers, 4780 engagements


"$IREN Probably Nothing"  
[X Link](https://x.com/Umbisam/status/1976402804953731468) [@Umbisam](/creator/x/Umbisam) 2025-10-09T21:42Z 15.5K followers, 95.5K engagements


"$IREN Schneider Chairman on energy & data centers"  
[X Link](https://x.com/Umbisam/status/1974979781881110906) [@Umbisam](/creator/x/Umbisam) 2025-10-05T23:27Z 15.5K followers, 6423 engagements


"$GLXY Raises Funds Management Sells Shares Galaxy Digital Holdings Ltd. - Galaxy Announces $XXX Million Strategic Investment from a Leading Asset Management Firm"  
[X Link](https://x.com/Umbisam/status/1977365687812174139) [@Umbisam](/creator/x/Umbisam) 2025-10-12T13:28Z 15.5K followers, 1628 engagements


"$IREN reiterate what I said before Trump reaction overly stretched to let inner circle make some easy money. Trade war the tool"  
[X Link](https://x.com/Umbisam/status/1977301896097673709) [@Umbisam](/creator/x/Umbisam) 2025-10-12T09:14Z 15.5K followers, 9875 engagements


"$IREN Price is what you pay value is what you get - Warren Buffett Yep Queens share price has materially appreciated however its intrinsic value has significantly grown and - most importantly - will continue to grow at even a faster rate going forward. Much clearer long term strategy also. And lots of hidden treasuries"  
[X Link](https://x.com/Umbisam/status/1978369574711038196) [@Umbisam](/creator/x/Umbisam) 2025-10-15T07:57Z 15.5K followers, 11.2K engagements


"$IREN it seems quite impossible to date $CORZ shareholders will approve the CoreWeave merger at month end. Queen Cipher ATHs and a few others @ 52w highs are tough to hide and let go unnoticed. Is $CRWV about to sweeten the Offer up JP Morons tried & came to rescue it didn't work very nicely. I didn't work at all actually. A bunch of corrupted kids releasing a short report before CORZ sh's meeting maybe who knows we'll see. It would not work anyway. My take is that Offer must be enhanced significantly for a chance to get going"  
[X Link](https://x.com/Umbisam/status/1974164485624459736) [@Umbisam](/creator/x/Umbisam) 2025-10-03T17:27Z 15.5K followers, 8801 engagements


"$IREN I feel so sorry for those who couldnt stand the pressure or were on margins or were anyway forced to exit. $XX move in minutes on fake classic whales games"  
[X Link](https://x.com/Umbisam/status/1976775482961272997) [@Umbisam](/creator/x/Umbisam) 2025-10-10T22:22Z 15.5K followers, 34.8K engagements


"$XRP Crashed from $XXXX to $XXXX in X mins. Tons of folks were wiped out"  
[X Link](https://x.com/Umbisam/status/1976780503375290568) [@Umbisam](/creator/x/Umbisam) 2025-10-10T22:42Z 15.5K followers, 47.7K engagements


"$IREN IG debt growth tied to AI so linear across 5yrs Uhmm are JPMorons correct here"  
[X Link](https://x.com/Umbisam/status/1977517571953070333) [@Umbisam](/creator/x/Umbisam) 2025-10-12T23:31Z 15.5K followers, 5949 engagements


"$IREN Data center plan for Campbell County Virginia rejected. Although the request was unanimously recommended for approval by the countys planning commission on October X its board of supervisors voted 5-2 against the proposal. Opposition to the data center proposal has been fierce. Many of the concerns expressed related to the impact on local water and electricity infrastructure and the environment but particular attention was paid to the fact that a data center development would go against planning restrictions called proffers that were imposed on the property by the previous owner"  
[X Link](https://x.com/Umbisam/status/1976629511266451470) [@Umbisam](/creator/x/Umbisam) 2025-10-10T12:42Z 15.5K followers, 11.3K engagements


"Even if I disagree with the analysis (as many may know Im de facto on the opposite side ie only Iren) I must also admit I had pleasure in reading this post. Its respectful. And I did appreciate it. Im seeing much more upside in the Queen. But time will tell. What matters here isnt whos better or worse. Most likely both will do extremely well. What matters is the elegance of the debate. Thanks for keeping it at high level"  
[X Link](https://x.com/Umbisam/status/1978567646800236657) [@Umbisam](/creator/x/Umbisam) 2025-10-15T21:04Z 15.5K followers, 1340 engagements


"$IREN ATM3 (2025) ANALYSIS I'd like to share some observations on the outcome of ATM3 (2025) based on actual data. The $1B raise took less tha XX months to complete. It's been completed by issuing 66.7mil shares at an average of $15/sh. The achieved result notwithstanding an interim raise of approx $100mil for $6.1/sh back in Apr/May during the Trump Tariffs nightmare window (for 17mil shares sold aka more than XX% of total shares sold). One more comment which is quite interesting to note & underline. If the company had decided to sell overnight the entire raise back in January as someone"  
[X Link](https://x.com/Umbisam/status/1977736800564117571) [@Umbisam](/creator/x/Umbisam) 2025-10-13T14:02Z 15.5K followers, 10.6K engagements


"$CORZ $CRWV Most believe Core S. would crash XX% as to align to current CoreWeave share value x XXXXXX if deal/merge eventually approved. But that would assume CoreWeave not rerating if merge approved. It will rerate in fact as CoreWeave would make a huge deal a hugely discounted deal while canceling $10B+ of financial liabilities and increasing equity & enterprise value. No idea what would happen if merge not approved. My gut feeling is CORZ up or steady & CRWV down. Your view @penny_ether"  
[X Link](https://x.com/Umbisam/status/1978959426401792186) [@Umbisam](/creator/x/Umbisam) 2025-10-16T23:01Z 15.5K followers, 5263 engagements


"$IREN Lazarus Capital lost in the subway anyone around to help him out"  
[X Link](https://x.com/Umbisam/status/1978154326460604467) [@Umbisam](/creator/x/Umbisam) 2025-10-14T17:41Z 15.5K followers, 16.3K engagements


"👀👀 $IREN  . or $BKKT  or . $BOTH  👀👀"  
[X Link](https://x.com/Umbisam/status/1974052294883697120) [@Umbisam](/creator/x/Umbisam) 2025-10-03T10:01Z 15.5K followers, 34K engagements


"$IREN The HILARIOUS Oracle $100m loss story has spread out to scare people out of best stonks as to grab them at discount. GPU's revs ramp up is always gradual before getting steady once at regime while depreciation isn't. Depreciation is on a straight-line basis (total capex / exp'ed usuful life). This dynamic is super common in capital intensive sectors like AI Cloud Infra where upfront investments create accounting headwinds before revenues catch up generating the classic J stick in profitability. In pills buy opp (for those still liquid)"  
[X Link](https://x.com/Umbisam/status/1975596715848708585) [@Umbisam](/creator/x/Umbisam) 2025-10-07T16:18Z 15.5K followers, 9044 engagements


"$IREN Hi Fam Maybe Worth A Look 😘"  
[X Link](https://x.com/Umbisam/status/1974926512945311778) [@Umbisam](/creator/x/Umbisam) 2025-10-05T19:55Z 15.5K followers, 120.5K engagements


"$IREN Bernstein framed bitcoin miners as bridging two compute economies volatile bitcoin mining and stable AI infrastructure hosting. Bernstein expects Iren's AI & power assets to represent about XX% of its enterprise value by 2027 compared to just XX% from its bitcoin mining business amid a potential re-rating as miners reposition from bitcoin production toward high-margin data center operations"  
[X Link](https://x.com/Umbisam/status/1976637111450091829) [@Umbisam](/creator/x/Umbisam) 2025-10-10T13:13Z 15.5K followers, 1999 engagements


"$IREN I dont think this is true. Market isnt broken Mr Market is slow. It follows analysts & consensus. When all of sudden it realizes it was wrong it tries to catch up. CIFR was $XX in Q3 2021. Its up XX% since then ie in four years. With higher visibility on future revenues & much lower risks since then"  
[X Link](https://x.com/Umbisam/status/1976062681246212352) [@Umbisam](/creator/x/Umbisam) 2025-10-08T23:10Z 15.5K followers, 33.1K engagements


"$IREN It's always funny to read kid-experts on X talking Queen's dilution obv with only bad taste while completely disconnecting their brains. Queen - notwithstanding the 2024/2025 dilution (actually thanks to it) - has conquered a huge leadership in market cap while STILL maintaining the co-leadership as LOWEST SHARES OUTSTANDING Co. I talk co-leadership as CLSK has same # of shares outstanding (281m). This chart needs un update for the Queen but it still directionally correct"  
[X Link](https://x.com/Umbisam/status/1979162567567110302) [@Umbisam](/creator/x/Umbisam) 2025-10-17T12:28Z 15.5K followers, 19.8K engagements


"@CryptoCaveMan24 $SU"  
[X Link](https://x.com/Umbisam/status/1975154277716017225) [@Umbisam](/creator/x/Umbisam) 2025-10-06T11:00Z 15.5K followers, XXX engagements


"$IREN Beside technical sales (for upcoming note holders delta hedging) Queen's strength is proving as rock solid as lately ever. Queen's Fam is buying the technical dip while not selling a single f. share. Am reiterating this. Queen's shares are increasingly becoming as scarce as BTC . if not more 😍"  
[X Link](https://x.com/Umbisam/status/1975977439818912034) [@Umbisam](/creator/x/Umbisam) 2025-10-08T17:31Z 15.5K followers, 10.9K engagements


"$IREN NBIS CEO commentary in summary: - Nebius positions itself as a full-stack AI infrastructure provider offering hardware software and services for AI engineers to build applications without managing integrations. - The company aims to become the AWS of AI by focusing on specialized flexible compute solutions rather than commoditized offerings. - Nebius differentiates from other neo-cloud players like CoreWeave by being a comprehensive provider rather than just bare metal or software layers. - Hyperscalers like Microsoft are primary competitors not other neo-clouds due to their"  
[X Link](https://x.com/Umbisam/status/1976647786209620374) [@Umbisam](/creator/x/Umbisam) 2025-10-10T13:55Z 15.5K followers, 12.9K engagements


"$IREN Its becoming incrementally clearer to me whats possibly happening and what may keep happening until $CORZ shareholders meeting voting for $CRWV deal (Oct 30). Queens success in business as in the investment world is convincing CORZ shareholders including largest shareholders to vote down CoreWeave offer. Only hope for CoreWeave and its lenders/creditors etc is to push IREN down as much as possible before the voting occurs. As to show CORZs shareholders how risky it is to move on stand-alone. Queens success is most likely or obviously not the only cause for CRWV/CORZ merge to derail but"  
[X Link](https://x.com/Umbisam/status/1972972575295754615) [@Umbisam](/creator/x/Umbisam) 2025-09-30T10:31Z 15.5K followers, 73.6K engagements


"$IREN Spectacular raise congrats to the Queens Royal Team 👏"  
[X Link](https://x.com/Umbisam/status/1976274326879076518) [@Umbisam](/creator/x/Umbisam) 2025-10-09T13:11Z 15.5K followers, 37.6K engagements


"$IREN How I see the kinda Nebius debate playing out in 2026"  
[X Link](https://x.com/Umbisam/status/1975624901550879204) [@Umbisam](/creator/x/Umbisam) 2025-10-07T18:10Z 15.5K followers, 11.4K engagements


"$IREN prima facie Cipher - Google deal is nice particularly when considering counterpart's 'creditworthiness' & potential long term implications over pipeline . however - looking deeper into details - I believe it also quite helps understand why the Queen is decisively moving in all another direction (CoLo-CSP)"  
[X Link](https://x.com/Umbisam/status/1971185502037430278) [@Umbisam](/creator/x/Umbisam) 2025-09-25T12:10Z 15.5K followers, 46.4K engagements


"$IREN Morgan Stanley stated in a recent report that the market is severely underestimating a potential major positive catalyst in artificial intelligence (AI) that could emerge in 2026. Morgan Stanley added If the current scaling laws hold the consequences could be seismicshaking asset valuations across the entire AI infrastructure and global supply chain"  
[X Link](https://x.com/Umbisam/status/1976447168798941560) [@Umbisam](/creator/x/Umbisam) 2025-10-10T00:38Z 15.5K followers, 54.3K engagements


"$IREN Queen is an hardware company. Hardware is the new software (multiple wise). Software is the old hardware (single digit multiple). I agree. We are entering / living a time where *REAL* value is MOSTLY in hard assets. This is the disruption of next decade"  
[X Link](https://x.com/Umbisam/status/1976053338677379338) [@Umbisam](/creator/x/Umbisam) 2025-10-08T22:33Z 15.5K followers, 23.6K engagements


"$BKKT I'm buying the dip"  
[X Link](https://x.com/Umbisam/status/1975601781637095726) [@Umbisam](/creator/x/Umbisam) 2025-10-07T16:39Z 15.5K followers, 7145 engagements


"$IREN this is first time ever I *strongly* feel Queens flywheel is starting to kicking in. I did see it coming however now I see it coming sooner than even I originally thought. #RoadTo500"  
[X Link](https://x.com/Umbisam/status/1976276757151170636) [@Umbisam](/creator/x/Umbisam) 2025-10-09T13:21Z 15.5K followers, 28.7K engagements


"@RHouseResearch Queen will eat Coreweave lunch in a couple of years at latest. Your loved one controls (part of) last mile (and for now). We do control the entire journey. Good luck"  
[X Link](https://x.com/Umbisam/status/1976278158832967808) [@Umbisam](/creator/x/Umbisam) 2025-10-09T13:26Z 15.5K followers, 1138 engagements


"All 'treasuries' will fall eventually below X mNAV long term"  
[X Link](https://x.com/Umbisam/status/1978046789807981009) [@Umbisam](/creator/x/Umbisam) 2025-10-14T10:34Z 15.5K followers, 7596 engagements


"@kashyap286 hilarious post"  
[X Link](https://x.com/Umbisam/status/1979263864517628091) [@Umbisam](/creator/x/Umbisam) 2025-10-17T19:10Z 15.5K followers, XXX engagements


"$IREN Investment Thesis Update: The Institutional Awakening and the Road to $XXX Phase 1: Achieving Book Value ($5 $15) This initial move reflected the markets overdue recognition of IRENs tangible assets: its power infrastructure strategic land holdings existing data centre shells and high-efficiency Bitcoin mining business. Valuation was simply catching up to the physical reality of what the company already owned. Phase 2: The Great ReRating From BTC Miner to Neocloud ($15 $50) This was the pivotal narrative shift. The market began to see IRENs assets not just as mining infrastructure but"  
[X Link](https://x.com/Umbisam/status/1977503309109023094) [@Umbisam](/creator/x/Umbisam) 2025-10-12T22:35Z 15.5K followers, 56.2K engagements


"$IREN Companies are increasingly opting for a co-CEO structure as their operations become expansive diverse and complicated. Notably Oracle Comcast and Spotify have recently appointed joint CEOs to oversee their business operations reflecting the growing trend among high-profile firms to share top leadership roles. Below is a list of companies that have adopted such a structure: Oracle $ORCL Spotify $SPOT COMCAST $CMCSA KKR $KKR IREN $IREN LENNAR $LEN SHARPLINK GAMING $SBET MONSTER BEVERAGE $MNST SERES THERAPEUTICS $MCRB"  
[X Link](https://x.com/Umbisam/status/1975157813966991717) [@Umbisam](/creator/x/Umbisam) 2025-10-06T11:14Z 15.5K followers, 5566 engagements


"$IREN Cryptominer and AI data center operator TeraWulf is looking to raise $X billion from either the high-yield bond or leveraged loan market. The company's CFO Patrick Fleury told Bloomberg that Morgan Stanley is arranging the potential transaction which could launch next month. The fundraising could be backstopped by Google something that should give the debt a higher rating. Google took a XX% stake in the company earlier this year alongside TeraWulf scoring a deal with AI cloud firm Fluidstack Fluidstack plans to lease 360MW of critical IT load from TeraWulf's Lake Mariner data center"  
[X Link](https://x.com/Umbisam/status/1971948690039255301) [@Umbisam](/creator/x/Umbisam) 2025-09-27T14:42Z 15.5K followers, 11.6K engagements


"$IREN AI demand spiking"  
[X Link](https://x.com/Umbisam/status/1977013143529562175) [@Umbisam](/creator/x/Umbisam) 2025-10-11T14:07Z 15.5K followers, 6797 engagements


"$BKKT I do believe $XXX is weeks or months away. By year end we should be there or above"  
[X Link](https://x.com/Umbisam/status/1975603036803506300) [@Umbisam](/creator/x/Umbisam) 2025-10-07T16:44Z 15.5K followers, 4078 engagements


"$IREN Congrats to Bernstein. This chart is finally somewhat closer to the truth. I've seen so many misleading 'researches' & fake 'data' on this topic that am glad seeing Bernstein getting it (fundamentally) right"  
[X Link](https://x.com/Umbisam/status/1976636067009945795) [@Umbisam](/creator/x/Umbisam) 2025-10-10T13:08Z 15.5K followers, 52.2K engagements


"$IREN Noice 🫶♥🫶"  
[X Link](https://x.com/Umbisam/status/1978150050183164397) [@Umbisam](/creator/x/Umbisam) 2025-10-14T17:24Z 15.5K followers, 14.2K engagements


"$IREN BACK TO NORMAL 😘"  
[X Link](https://x.com/Umbisam/status/1977525586240413724) [@Umbisam](/creator/x/Umbisam) 2025-10-13T00:03Z 15.5K followers, 57.7K engagements


"$IREN announces a convert which will prob raise up to $1.5b at closing including option. It will be hugely over-subscribed. Maybe even 8x10x (considering outstanding are trading 3x nominal). Meantime 2025 ATM is over. The entire $1b has been raised (possibly this morning at open the last shares were sold). This 2025 ATM has been handled perfectly in my opinion. Best of all. Congrats 🫶🫶 Hence it is now time to expect more GPUs announced as acquired maybe later this week or next week. Would guess +25k GPUs. If not +30k. Maybe even 37k. To round up Queens owned GPU offering to 60k. Annual AI"  
[X Link](https://x.com/Umbisam/status/1975663221366313096) [@Umbisam](/creator/x/Umbisam) 2025-10-07T20:43Z 15.5K followers, 182.5K engagements


"$IREN Microsoft is forecasting data center constraints through 2026 longer than previously outlined. They are literally turning away Azure customers right now due to lack of capacity"  
[X Link](https://x.com/Umbisam/status/1976409498878345725) [@Umbisam](/creator/x/Umbisam) 2025-10-09T22:08Z 15.5K followers, 54.2K engagements


"$IREN I would suggest Queens Team to halt selling BTC for a few days. Iren has plenty of cash now we can HODL for one or two weeks until Trump & China fight is over. It will by Nov X deadline. No need to gift out BTCs meantime. @danroberts0101 @mikealfred"  
[X Link](https://x.com/Umbisam/status/1976761991529205924) [@Umbisam](/creator/x/Umbisam) 2025-10-10T21:29Z 15.5K followers, 9762 engagements


"$IREN Its time for $NVDA to step up & buy a min $500m Queens stake (3%). Otherwise Queen better buy $AMD chips. @nvidia"  
[X Link](https://x.com/Umbisam/status/1975723602239447536) [@Umbisam](/creator/x/Umbisam) 2025-10-08T00:43Z 15.4K followers, 11.3K engagements


"$IREN I'm expecting more analysts revisions coming we've had only a few so far. We'll see if anyone else will join JPMorons and try & help CoreWeave/CORZ deal in coming weeks"  
[X Link](https://x.com/Umbisam/status/1975568598518407509) [@Umbisam](/creator/x/Umbisam) 2025-10-07T14:27Z 15.5K followers, 11.2K engagements


"$IREN Arete rolled out coverage on the bitcoin miners with Buy ratings on IREN Riot Platforms (RIOT) and Cipher Mining (CIFR). The firm put a $XX price target on IREN $XX target on Riot and $XX target on Cipher. Demand from artificial intelligence computing provides long-term opportunities the analyst tells investors in a research note. Arete sees IREN benefitting from self-funding its data center construction and upgrading its bitcoin mining fleet. Riot reaching $2.3B of recurring EBITDA by 2031 from two high performance data centers on a co-location rental model and Cipher offering a"  
[X Link](https://x.com/Umbisam/status/1970816960507035760) [@Umbisam](/creator/x/Umbisam) 2025-09-24T11:45Z 15.5K followers, 10.6K engagements


"$IREN AI research and product company Zyphra has signed a multi-year agreement with IBM for access to a cloud-based GPU cluster. The cluster - accessed via IBM Cloud - is described as large and comprised of AMD Instinct MI300X GPUs. The number of GPUs in the cluster has not been shared. Zyphra will use the compute to train "frontier" multimodal foundation models including language vision and audio modalities for its Maia agent. According to IBM it is the largest such deal for an AMD stack on IBM Cloud"  
[X Link](https://x.com/Umbisam/status/1975560488818815397) [@Umbisam](/creator/x/Umbisam) 2025-10-07T13:54Z 15.5K followers, 4491 engagements


"$IREN China Spokesperson of the Ministry of Commerce: I would like to emphasize that Chinas export controls do not amount to an export ban. As long as exports are for civilian use and meet compliance requirements such applications will be approved and relevant enterprises have no cause for concern. The Chinese government will as always work together with all countries to firmly safeguard world peace and regional stability and to jointly ensure the stability of global industrial and supply chains"  
[X Link](https://x.com/Umbisam/status/1977365283791638877) [@Umbisam](/creator/x/Umbisam) 2025-10-12T13:26Z 15.5K followers, 30.3K engagements


"$IREN Most Overlooked Forward Looking Value Factor"  
[X Link](https://x.com/Umbisam/status/1975554398698066323) [@Umbisam](/creator/x/Umbisam) 2025-10-07T13:30Z 15.5K followers, 26.9K engagements


"$IREN The Nasdaq-100 includes the XXX largest non-financial companies listed on the Nasdaq Stock Market based on market capitalization. To qualify a company must: Be listed on the Nasdaq Global Select or Global Market tiers Be non-financial company (no banks REITs insurers etc.) Have a minimum three months of trading history Meet liquidity requirements (average daily trading volume of at least 200000 shares) Rank in the top XXX by market cap Queen greenflags all criteria. But market cap for now. If China/US trade war settle For context the smallest company currently listed in the Nasdaq-100"  
[X Link](https://x.com/Umbisam/status/1976807027625058622) [@Umbisam](/creator/x/Umbisam) 2025-10-11T00:28Z 15.5K followers, 20.4K engagements


"$IREN Highly unlikely maybe impossible certainly unrealistic but technically intriguing"  
[X Link](https://x.com/Umbisam/status/1975173882337485206) [@Umbisam](/creator/x/Umbisam) 2025-10-06T12:18Z 15.5K followers, 47.3K engagements


"$CORZ as I recently said multiple times CRWV offer XXX% hopeless if not raised to 0.200.25 (from 0.1235)"  
[X Link](https://x.com/Umbisam/status/1978096358075617582) [@Umbisam](/creator/x/Umbisam) 2025-10-14T13:51Z 15.5K followers, 5109 engagements


"$IREN I endorse Colin"  
[X Link](https://x.com/Umbisam/status/1977067975929692215) [@Umbisam](/creator/x/Umbisam) 2025-10-11T17:45Z 15.5K followers, 11.7K engagements


"$IREN Canaccord Genuity Raises Price Target from $XX to $XX While Confirming a Buy Rating"  
[X Link](https://x.com/Umbisam/status/1979308477269909982) [@Umbisam](/creator/x/Umbisam) 2025-10-17T22:08Z 15.5K followers, 33.7K engagements


"$IREN Someone betting BIG the Queen $XX by end of Oct 😘"  
[X Link](https://x.com/Umbisam/status/1978547057683009580) [@Umbisam](/creator/x/Umbisam) 2025-10-15T19:42Z 15.5K followers, 51.7K engagements


"$IREN Childress 750MW DC Has Never Been As Valuable As Today"  
[X Link](https://x.com/Umbisam/status/1978923834464960962) [@Umbisam](/creator/x/Umbisam) 2025-10-16T20:39Z 15.5K followers, 17.2K engagements


"$BKKT I now own 25k shares residual cash is shrinking . need to wait CORZ/CORZW deal to fully play out one way or the other as to keep increasing exposure"  
[X Link](https://x.com/Umbisam/status/1975602690391462340) [@Umbisam](/creator/x/Umbisam) 2025-10-07T16:42Z 15.5K followers, 3291 engagements


"$IREN Goldman Sachs Kaplan 👇"  
[X Link](https://x.com/Umbisam/status/1975650063289626873) [@Umbisam](/creator/x/Umbisam) 2025-10-07T19:50Z 15.5K followers, 4008 engagements


"$IREN Dear @elonmusk in the age of AI of xAI find an automatic way this (hopefully) automatic garbage goes directly to Xincinerator"  
[X Link](https://x.com/Umbisam/status/1976056922034852340) [@Umbisam](/creator/x/Umbisam) 2025-10-08T22:47Z 15.5K followers, 14.4K engagements


"$CORZ $CRWV I give now XX% chances this deal is finalized"  
[X Link](https://x.com/Umbisam/status/1975687089388679496) [@Umbisam](/creator/x/Umbisam) 2025-10-07T22:18Z 15.5K followers, 6571 engagements


"$IREN Queens Shares Scarcer Than Bitcoin"  
[X Link](https://x.com/Umbisam/status/1975680278669447615) [@Umbisam](/creator/x/Umbisam) 2025-10-07T21:50Z 15.5K followers, 4264 engagements


"$IREN This one of the (many) reasons I prefer THE QUEEN over $GLXY. I like who does one job at 'excellence' levels than those who do ten jobs at average levels. Crypto investment company Galaxy Digital is diving head first into consumer finance launching a digital platform with cash deposit accounts stockbrokerage and crypto trading"  
[X Link](https://x.com/Umbisam/status/1975160045059895297) [@Umbisam](/creator/x/Umbisam) 2025-10-06T11:23Z 15.5K followers, 7343 engagements


"$IREN Morgan Stanley 👇 As AI solves more problems at lower costs the value of underlying infrastructure could soar"  
[X Link](https://x.com/Umbisam/status/1976446544493863114) [@Umbisam](/creator/x/Umbisam) 2025-10-10T00:35Z 15.5K followers, 72.3K engagements


"$IREN I totally agree with Dan Ives here. This is a 1996 moment for AI. Not 1999. Take a listen"  
[X Link](https://x.com/Umbisam/status/1975310965760794999) [@Umbisam](/creator/x/Umbisam) 2025-10-06T21:23Z 15.5K followers, 238.4K engagements


"$IREN NEWS: The Orange Fam Is Long Again"  
[X Link](https://x.com/Umbisam/status/1979148283743224025) [@Umbisam](/creator/x/Umbisam) 2025-10-17T11:31Z 15.5K followers, 11.9K engagements


"@the_real_VdB $BKKT 👇"  
[X Link](https://x.com/Umbisam/status/1975611287653732788) [@Umbisam](/creator/x/Umbisam) 2025-10-07T17:16Z 15.4K followers, 1071 engagements


"$IREN REMINDER: If this guy proved correct Queen will have high chances to get included in Nasdaq XXX. Believe it or not thats it"  
[X Link](https://x.com/Umbisam/status/1978552678230667630) [@Umbisam](/creator/x/Umbisam) 2025-10-15T20:04Z 15.5K followers, 24.9K engagements


"@Wayne8680831649 while helpful US HQ not strictly necessary to get Spoor included other factors are also at play (see Accenture incorporated in Dublin or Garmin in Switzerland in S&P500 despite non-US)"  
[X Link](https://x.com/Umbisam/status/1976625397887586425) [@Umbisam](/creator/x/Umbisam) 2025-10-10T12:26Z 15.5K followers, XXX engagements


"$IREN So funny. Poolside copying business model location size and naming in just one shot. The Queen is the role model. Everything else is cut & paste. Buy. The. Original"  
[X Link](https://x.com/Umbisam/status/1978521421618786713) [@Umbisam](/creator/x/Umbisam) 2025-10-15T18:00Z 15.5K followers, 33K engagements


"$IREN did my best to counterattack the shorties in last trading minute increasing bid but my poor connection led me buy in AH lol"  
[X Link](https://x.com/Umbisam/status/1976016036282630620) [@Umbisam](/creator/x/Umbisam) 2025-10-08T20:05Z 15.5K followers, 18.7K engagements


"$IREN I see only one bubble"  
[X Link](https://x.com/Umbisam/status/1977164144324309332) [@Umbisam](/creator/x/Umbisam) 2025-10-12T00:07Z 15.5K followers, 16.3K engagements


"$IREN shares outstanding as of Oct X 2025: 281.145k"  
[X Link](https://x.com/Umbisam/status/1975679008701292793) [@Umbisam](/creator/x/Umbisam) 2025-10-07T21:45Z 15.5K followers, 13.2K engagements


"$IREN KPMG: The world continues to face geopolitical tensions and economic uncertainty but KPMGs 11th CEO Outlook shows that leaders are positive if cautious about the future. Despite confidence in the global economy falling to pandemic levels XX percent of CEOs are optimistic about their own organizations prospects and are strongly backing a combination of investment in AI (71 percent) and retaining and retraining of high-potential talent (71 percent) to sustain and fuel future growth. Most CEOs (72 percent) have already adjusted their growth strategies to tackle ongoing interconnected"  
[X Link](https://x.com/Umbisam/status/1977360142292131976) [@Umbisam](/creator/x/Umbisam) 2025-10-12T13:06Z 15.5K followers, 3456 engagements


"$IREN Far more money has been lost by investors preparing for corrections or trying to anticipate corrections than has been lost in the corrections themselves - Peter Lynch"  
[X Link](https://x.com/Umbisam/status/1978368323780857904) [@Umbisam](/creator/x/Umbisam) 2025-10-15T07:52Z 15.5K followers, 50.9K engagements


"$IREN REMINDER LOL: we have seen this (fake) US/China trade war escalation back in April 2025. Yep Exact Same. Spoor up 20%25% since then"  
[X Link](https://x.com/Umbisam/status/1977306685745041619) [@Umbisam](/creator/x/Umbisam) 2025-10-12T09:33Z 15.5K followers, 8421 engagements


"$IREN Nvidia has announced more than a dozen partners as it looks to prepare the data center industry for 800-volt DC power architectures and rack densities of 1MW. The GPU giant this week said it would unveil specs of the Vera Rubin NVL144 MGX-generation open architecture rack servers. The company is also set to detail ecosystem support for Nvidias Kyber system which connects XXX Rubin Ultra GPUs built to support increasing inference demands. Around XX industry partners are showcasing new silicon components power systems and support for the companys latest 800-volt direct current (VDC) rack"  
[X Link](https://x.com/Umbisam/status/1978395369370226891) [@Umbisam](/creator/x/Umbisam) 2025-10-15T09:39Z 15.5K followers, 9916 engagements


"$CORZ POLL Assume Core S. shareholders vote CRWV deal down. Stonk"  
[X Link](https://x.com/Umbisam/status/1977867258664714587) [@Umbisam](/creator/x/Umbisam) 2025-10-13T22:41Z 15.5K followers, 6084 engagements


"$IREN $CORZ $CRWV"  
[X Link](https://x.com/Umbisam/status/1973027682482057576) [@Umbisam](/creator/x/Umbisam) 2025-09-30T14:10Z 15.5K followers, 16.4K engagements


"$IREN It's rare when a stock receives a more-than XXX% price-target increase; it's even much rarer when this occurs twice on the same day"  
[X Link](https://x.com/Umbisam/status/1978237566894633100) [@Umbisam](/creator/x/Umbisam) 2025-10-14T23:12Z 15.5K followers, 22.8K engagements


"$IREN Aligned Data Centers is being sold to BlackRock and MGX in a deal worth $XX billion the biggest ever acquisition in the digital infrastructure space. Macquarie Asset Management which currently owns colo firm Aligned is selling it to a group comprising the AI Infrastructure Partnership (AIP) MGX and BlackRock-owned Global Infrastructure Partners (GIP). The deal is expected to close in the first half of 2026. News that Aligned could be sold was first reported earlier this month. The $40bn valuation makes the deal by far the biggest ever acquisition of a data center company beating the"  
[X Link](https://x.com/Umbisam/status/1978508593079959909) [@Umbisam](/creator/x/Umbisam) 2025-10-15T17:09Z 15.5K followers, 10.7K engagements