# ![@UncleAlpha007 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1675975217003241474.png) @UncleAlpha007 Asymmetric Bets

Asymmetric Bets posts on X about $iren, $cifr, ai, $fmcc the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1675975217003241474/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1675975217003241474/c:line/m:interactions.svg)

- [--] Week [------] -67%
- [--] Month [---------] +1,074%
- [--] Months [---------] +536%
- [--] Year [----------] -64%

### Mentions: [--] [#](/creator/twitter::1675975217003241474/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1675975217003241474/c:line/m:posts_active.svg)

- [--] Week [--] -21%
- [--] Month [--] -73%
- [--] Months [---] +580%
- [--] Year [---] +907%

### Followers: [-----] [#](/creator/twitter::1675975217003241474/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1675975217003241474/c:line/m:followers.svg)

- [--] Week [-----] +0.37%
- [--] Month [-----] +39%
- [--] Months [-----] +224%
- [--] Year [-----] +684%

### CreatorRank: [---------] [#](/creator/twitter::1675975217003241474/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1675975217003241474/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  56.73% [finance](/list/finance)  30.77% [technology brands](/list/technology-brands)  25% [cryptocurrencies](/list/cryptocurrencies)  11.54% [musicians](/list/musicians)  2.88% [countries](/list/countries)  2.88% [social networks](/list/social-networks)  1.92% [financial services](/list/financial-services)  0.96% [currencies](/list/currencies)  0.96%

**Social topic influence**
[$iren](/topic/$iren) #390, [$cifr](/topic/$cifr) 22.12%, [ai](/topic/ai) 22.12%, [$fmcc](/topic/$fmcc) 21.15%, [$fnma](/topic/$fnma) 20.19%, [market](/topic/market) 15.38%, [data](/topic/data) 12.5%, [in the](/topic/in-the) 11.54%, [$amzn](/topic/$amzn) 9.62%, [market cap](/topic/market-cap) 9.62%

**Top accounts mentioned or mentioned by**
[@mikealfred](/creator/undefined) [@thebtcminingguy](/creator/undefined) [@billackman](/creator/undefined) [@pulte](/creator/undefined) [@umbisam](/creator/undefined) [@fransbakker9812](/creator/undefined) [@grok](/creator/undefined) [@thewingman4life](/creator/undefined) [@samyouwellflynn](/creator/undefined) [@bitcoinbutcher1](/creator/undefined) [@stocksavvyshay](/creator/undefined) [@rftylerpage](/creator/undefined) [@alvaromysterio](/creator/undefined) [@danroberts0101](/creator/undefined) [@investorj3](/creator/undefined) [@realdonaldtrump](/creator/undefined) [@secscottbessent](/creator/undefined) [@altcap](/creator/undefined) [@rhouseresearch](/creator/undefined) [@fundstrat](/creator/undefined)

**Top assets mentioned**
[Iris Energy Limited (IREN)](/topic/$iren) [Cipher Mining Inc. Common Stock (CIFR)](/topic/$cifr) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Microsoft Corp. (MSFT)](/topic/$msft) [Bitcoin (BTC)](/topic/bitcoin) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Metadium (META)](/topic/$meta) [CoreWeave, Inc (CRWV)](/topic/$crwv) [Digital Realty Trust Inc (DLR)](/topic/$dlr) [Oracle Corporation (ORCL)](/topic/$orcl) [Micron Technology, Inc. (MU)](/topic/$mu) [Equinix Inc (EQIX)](/topic/$eqix) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [WhiteFiber, Inc.  (WYFI)](/topic/$wyfi) [Oklo Inc. (OKLO)](/topic/$oklo) [NuScale Power Corporation (SMR)](/topic/$smr) [Angi Inc. Class A Common Stock (ANGI)](/topic/$angi) [Spruce Biosciences, Inc. (SPRB)](/topic/$sprb)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$angi - seems dirt cheap at 5x TTM EV/EBIT (adjusted for recent $80M savings from layoffs). Re-rate to 8x EBIT would be a double. Also trading less than 1x gross profit seems like a pretty good take out candidate for PE"  
[X Link](https://x.com/UncleAlpha007/status/2013038840093479122)  2026-01-19T00:00Z [----] followers, [----] engagements


"$IREN if they did all colocation for just Sweetwater [--] which is energized in April [----] then enterprise value upon completion would be $33B ($2.13M per MW 1.4MW divided by [---] PUE) = $2.7B in recurring revenue by [----]. Using a 12x sales multiple like peer $DLR = $33B enterprise value. This ignores the rest of the pipeline and the current business entirely. If you discount $33B back 15% over two years for execution risk you have a $24B enterprise value today (ignoring the existing business ignoring the pipeline and assuming only colocation). https://twitter.com/i/web/status/1995972836570136718"  
[X Link](https://x.com/UncleAlpha007/status/1995972836570136718)  2025-12-02T21:46Z [----] followers, 20K engagements


"@MartinShkreli you still like $sprb here FDA approval potential mid summer"  
[X Link](https://x.com/UncleAlpha007/status/2007161970949317043)  2026-01-02T18:47Z [----] followers, [----] engagements


"I see no reason why Nanya Technologies shouldnt go straight to $500/share. Filling massive void that will be left from $mu samsung and hynix trading at 10x 2026x EPS growing revenues 18% MoM% and EPS 1000%"  
[X Link](https://x.com/UncleAlpha007/status/2015625128634183837)  2026-01-26T03:17Z [----] followers, 47.4K engagements


"@Tim_2_Olson @grok interactive brokers or call schwab and place trade over the phone"  
[X Link](https://x.com/UncleAlpha007/status/2015841712237617243)  2026-01-26T17:38Z [----] followers, [----] engagements


"People selling $FMCC here are crazy. Whole Trump cabinet says SPS decision imminent. If SPS is considered repaid and FMCC trades at 11x earnings then looking at 365% upside. If 15x earnings more than 500% upside. $fnma $fnmaj $fmckp"  
[X Link](https://x.com/UncleAlpha007/status/2015905113831854587)  2026-01-26T21:50Z [----] followers, 11.8K engagements


"@AlvaroMysterio Sept [--] w Jon Fort"  
[X Link](https://x.com/UncleAlpha007/status/2015953501931671964)  2026-01-27T01:02Z [----] followers, 39.8K engagements


"Everyday $fnma $fmcc $fnmaj go down the trade becomes more asymmetric. I now have more than a 40% allocation (50% common 50% preferred) since I have been trimming Power/Memory to rotate into GSE. $fmcc $fnmaj have 500% upside in a June IPO release scenario at 14x-15x earnings. Preferred ($fnmaj) have 150% upside and less downside in a release scenario. Extremely asymmetric. The fundamentals keep getting more bullish but the price keeps going down. This makes me add every day. I am also long $MU $2408 (Nanya Technologies) $iren $cifr $sezl $leu"  
[X Link](https://x.com/UncleAlpha007/status/2016698345041875155)  2026-01-29T02:22Z [----] followers, [----] engagements


"If true maybe this puts pressure on Admin to release and IPO sooner $fmcc $fnma SPACEX WANTS TO RAISE $50 BILLION IN JUNE IPO SOURCES SAY SPACEX WANTS TO RAISE $50 BILLION IN JUNE IPO SOURCES SAY"  
[X Link](https://x.com/UncleAlpha007/status/2017631064903066005)  2026-01-31T16:08Z [----] followers, [----] engagements


"So youre saying $iren 2GW Sweet Water campus is rare Amazon deal incoming this week 🎉. Data center developers expect one-fifth of sites to exceed 1GW by [----] and one-third by [----] up from just one-tenth today per Bloom. $MSFT $AMZN $GOOG $ORCL $NVDA Data center developers expect one-fifth of sites to exceed 1GW by [----] and one-third by [----] up from just one-tenth today per Bloom. $MSFT $AMZN $GOOG $ORCL $NVDA"  
[X Link](https://x.com/UncleAlpha007/status/2017649713969869247)  2026-01-31T17:22Z [----] followers, 22.2K engagements


"Market may give an insanely good entry on $cifr (which will be 90%+ revenue from AI in a year from now) given Bitcoin price action"  
[X Link](https://x.com/UncleAlpha007/status/2017745863108391111)  2026-01-31T23:44Z [----] followers, 15.2K engagements


"Deep value less than 10x [----] earnings: $fmcc 2.5x EPS IPO by [----] summer $fnmaj 150% upside on Trump amendment in next two months $mu less than 10x [----] EPS $2048 MSD [----] EPS after pricing goes through $2337 MSD [----] EPS after pricing goes through Nikki Minaj Growth: $iren massive 1.4GW deals inbound by April will do $20B ARR by 2028/2029 $cifr trades at less than the value of its AWS and Fluidstack/Google deals with 3GW pipeline ($90 stock in [--] years) $SEZL 12x [----] EPS growing 30%+ topline with no capital requirements and insane ROIC metrics Nikki Minaj Beginning to get interested in:"  
[X Link](https://x.com/UncleAlpha007/status/2018512964572119079)  2026-02-03T02:32Z [----] followers, 13.9K engagements


"@TheWingman4Life MSFT owns 27% they would happily acquire a controlling stake concerns are overstated buy misinformed media"  
[X Link](https://x.com/UncleAlpha007/status/2018513867891147130)  2026-02-03T02:36Z [----] followers, [---] engagements


"@TheWingman4Life Yes Oracle will be more than fine few companies are better positioned to dominate AI than Oracle. They are quite literally the system of record that agents will live on top of. The Oracle pessimism reminds me of the Google pessimism when OpenAI launched"  
[X Link](https://x.com/UncleAlpha007/status/2018516731074142535)  2026-02-03T02:47Z [----] followers, [--] engagements


"@SamYouWellFlynn @BillAckman @howardlutnick Big facts"  
[X Link](https://x.com/UncleAlpha007/status/2018684141219320184)  2026-02-03T13:52Z [----] followers, [---] engagements


"@nequalonetrader They excel at recreating model easily produced by the street that take [--] weeks and are set to consensus"  
[X Link](https://x.com/UncleAlpha007/status/2018906833801318407)  2026-02-04T04:37Z [----] followers, [---] engagements


"$Iren rumored to be rolling out Claude based software solution called 'DownUnder' to compete with AWS and control the full stack end to end. NFA DYOR @danroberts0101 @mikealfred @BitcoinAIGuy"  
[X Link](https://x.com/UncleAlpha007/status/2019778300688670837)  2026-02-06T14:20Z [----] followers, 28.6K engagements


"Keep seeing tweets about how cheap $now is. 30x [----] FCF adjusted for SBC. So cheap 😵💫"  
[X Link](https://x.com/UncleAlpha007/status/2019846349639069960)  2026-02-06T18:51Z [----] followers, [----] engagements


"@InvestorJ3 Ghislaine Maxwells uncles sisters cousin who knows bad bunny 🐰"  
[X Link](https://x.com/UncleAlpha007/status/2020662571142201509)  2026-02-09T00:54Z [----] followers, [---] engagements


"$IREN $MSFT deal implies $20B in revenue $16B in ebitda and over $320B in Enterprise Value. Were going much higher. Cheers to all the haters"  
[X Link](https://x.com/anyuser/status/1985320449203441831)  2025-11-03T12:17Z [----] followers, [----] engagements


"Preliminary [----] Top Picks List: $iren massive revenue ramp coming as 1.4GW SW campus gets contracted out in April (expecting $90B of hyperscale contracts). Enterprise value could approach $200B-$300B by [----] (8x-10x opportunity) $cifr colocation provider for hyperscalers almost $1B in run rate revenue signed ramping to $5B-$6B by [----]. If valued like $dlr market cap should be $60B in [----] vs $8B today. 500% upside (accounting for dilution) over next few years $meta trades at 19x adjusted EPS (backing out other bets) growing revenue 20%+ will easily double in two years $adbe incredible"  
[X Link](https://x.com/anyuser/status/1995265654958555176)  2025-11-30T22:56Z [----] followers, 33.4K engagements


"$iren will announce a deal with $AMZN Feb 5th when they report earnings. IREN CEO previously hinted at a deal with AWS. IREN moved up earnings to the same date as $amzn. AWS is expected to add 4gw-5gw in [----] IREN will be part of that. Expecting the stock to push $100 in February https://twitter.com/i/web/status/2015941584487936195 https://twitter.com/i/web/status/2015941584487936195"  
[X Link](https://x.com/UncleAlpha007/status/2015941584487936195)  2026-01-27T00:15Z [----] followers, 898.2K engagements


"$fnma $fmcc timeline: Earnings Feb [--] Feb [--] (freaky friday) SPSA Amendment big press coverage over weekend with time for market to digest 1Q26 change in capital rules 2Q26 FNMA uplist with Trump ringing the bell 2Q26 FNMA secondary with proceeds used to make housing more affordable ahead of midterms Lots of Obama shit posting in between Its happening. Huge upside in $fmcc $fnma $fnmaj @pulte https://twitter.com/i/web/status/2020612175442653422 https://twitter.com/i/web/status/2020612175442653422"  
[X Link](https://x.com/UncleAlpha007/status/2020612175442653422)  2026-02-08T21:34Z [----] followers, [----] engagements


"@SamYouWellFlynn @realDonaldTrump @SecScottBessent I think ammednment is coming in February"  
[X Link](https://x.com/UncleAlpha007/status/2022007742484083087)  2026-02-12T17:59Z [----] followers, [---] engagements


"$fnma $fmcc $50/share may I meet you"  
[X Link](https://x.com/UncleAlpha007/status/1990606636352688608)  2025-11-18T02:23Z [----] followers, [----] engagements


"Disagree with you. Digital Realty and Equinix are still operating data centers from [--] years ago. Both companies have 20x EBITDA multiples. Further as soon as the facility is built it should trade at 20x EBITDA just like $DLR and $EQIX. Cipher is putting in $690M in equity for the DC. If the DC then trades at 18x EBITDA (lower than DLR and Equix) the economic value added is $4.3B-690M. That is 500%+ return on equity investment for this project. https://twitter.com/i/web/status/2006870488509755796 https://twitter.com/i/web/status/2006870488509755796"  
[X Link](https://x.com/UncleAlpha007/status/2006870488509755796)  2026-01-01T23:29Z [----] followers, [---] engagements


"@JarronJackson4 @bitcoinbutcher1 @mikealfred Colocation is a 6x MoIC not 1.7x the MSFT / iren deal is 3x. They payback on data center is faster because youre employing more capital. Shareholders should care about earnings per share and the way to optimize earnings per share is via the highest MoIC"  
[X Link](https://x.com/UncleAlpha007/status/2008757596606583047)  2026-01-07T04:28Z [----] followers, [---] engagements


"What is your best [----] all in type trade for [----] Must be backed by fundamentals. Mine is currently $fnma $fmcc. I also think $cifr is incredibly undervalued though I would never go all in something correlated to bitcoin. SK Square $402340 is also extremely compelling (owns 20% of SK Hynix and trades at 3.5x P/E) https://twitter.com/i/web/status/2010881711299526933 https://twitter.com/i/web/status/2010881711299526933"  
[X Link](https://x.com/UncleAlpha007/status/2010881711299526933)  2026-01-13T01:08Z [----] followers, [----] engagements


"@kunoo Youre gunna hate having a wife 🤪"  
[X Link](https://x.com/UncleAlpha007/status/2017782469274095820)  2026-02-01T02:10Z [----] followers, [----] engagements


"@komodo_capital Probably wouldnt make that swap would be more inclined to add SK Hynix"  
[X Link](https://x.com/UncleAlpha007/status/2018515782133785015)  2026-02-03T02:43Z [----] followers, [---] engagements


"$sbbc.v $SBBCF did another channel check today across a few Whole Foods TruBar had consistently as much shelf space as top bars but sell through looked much better (vs RX for example). If this is any indication this is $350M-$400M brand without much imagination 350%+ upside"  
[X Link](https://x.com/anyuser/status/1865537677883265228)  2024-12-07T23:23Z [----] followers, [----] engagements


"@DeadLiftCapital This is correct. Front office SM long short comp is 200-250 with P&L ties. If your fund isnt performing total comp is very close to salary. Its become a horrible risk / reward LT for a career path imo"  
[X Link](https://x.com/anyuser/status/1867620758685393125)  2024-12-13T17:21Z [----] followers, 12K engagements


"Gentlemen can we please get a polymarket poll for the probability that Fannie $FNMA and Freddie $FMCC get released from conservatorship by FY25/FY26 Market is currently pricing in 13% probability based on @BillAckman price target (i.e. $4.5/$34). Would be fun @theallinpod @Jason @chamath @friedberg @DavidSacks @BillAckman @altcap"  
[X Link](https://x.com/anyuser/status/1876796207592337675)  2025-01-08T01:00Z [----] followers, [----] engagements


"$FNMA $FMCC market realizing last chance to get in under $10 before Scott Bessent is confirmed. Craig Phillips (newly appointed reg and conservatorship affairs at $FMCC) is on record saying government has been paid back. Think these are going to $15 soon on the way to mid $30s. As for @BillAckman. dawg"  
[X Link](https://x.com/anyuser/status/1879213108813844981)  2025-01-14T17:04Z [----] followers, [----] engagements


"$fnma $fmcc summary: Trump wants $fnma and $fmcc to exit conservatorship. Exiting requires agreement between Treasury and FHFA. Both are appointed by Trump. Treasurer Scott Bessent has said he will do what Trump asks him to. Head of FHFA will do the same. No action from Congress required. Dilution extremely unlikely. Fair value of both companies in the mid $30s or 500% upside which is not enough for day traders who will make -50% per year for the next two years"  
[X Link](https://x.com/anyuser/status/1879920940429332538)  2025-01-16T15:57Z [----] followers, 14.2K engagements


"$fnma $fmcc I believe Pulte hearing is next Wednesday which is next positive catalyst. 100% chance he is asked about exiting conservatorship and 99% chance he suggests it will happen swiftly under Trump admin. I would expect some fast money short covering into the event"  
[X Link](https://x.com/anyuser/status/1882807946499031161)  2025-01-24T15:09Z [----] followers, [----] engagements


"The best semi analyst in the world thinks $NVDA revenue will exceed FY26 estimates by 2x. Sounds like $PSIX (8x FY26 EPS) and $TSSI (growing revs 650%+) have A LOT of upside https://x.com/The_AI_Investor/status/1886432691316531305 Nvidia data center: Analysts current projection is about $220B for CY2026 Dylan just said it could be $400B 🔥 @dylan522p https://t.co/t491et6lmD https://x.com/The_AI_Investor/status/1886432691316531305 Nvidia data center: Analysts current projection is about $220B for CY2026 Dylan just said it could be $400B 🔥 @dylan522p https://t.co/t491et6lmD"  
[X Link](https://x.com/anyuser/status/1886568620412551547)  2025-02-04T00:13Z [----] followers, 12.2K engagements


"Every major hyperscaler ($msft $googl $meta $amzn) just guided at or above street on AI related capex. But people shit themselves when a TD Cowen analyst puts out fud saying MSFT cancelling leases to generate trading fees (otherwise no one reads their research). $psix $tssi are ridiculously cheap imo META AIMS TO OUTBUILD RIVALS IN AI INFRASTRUCTURE RACE CONSIDERS $200B PROJECT - THE INFORMATION $META META AIMS TO OUTBUILD RIVALS IN AI INFRASTRUCTURE RACE CONSIDERS $200B PROJECT - THE INFORMATION $META"  
[X Link](https://x.com/anyuser/status/1894580933464133637)  2025-02-26T02:51Z [----] followers, 13.6K engagements


"LFG $fnma $fmcc Donald J. Trump Truth Social 05.27.25 06:25 PM EST Our great Mortgage Agencies Fannie Mae and Freddie Mac provide a vital service to our Nation by helping hardworking Americans reach the American Dream Home Ownership. I am working on TAKING THESE AMAZING COMPANIES PUBLIC Donald J. Trump Truth Social 05.27.25 06:25 PM EST Our great Mortgage Agencies Fannie Mae and Freddie Mac provide a vital service to our Nation by helping hardworking Americans reach the American Dream Home Ownership. I am working on TAKING THESE AMAZING COMPANIES PUBLIC"  
[X Link](https://x.com/anyuser/status/1927493821463687596)  2025-05-27T22:35Z [----] followers, [----] engagements


"$FNMA $FMCC @pulte I really don't understand the people who think that @realDonaldTrump will convert the SPS to common. For what To potentially squeeze out an additional $50B for the government (and in doing so risk demand for any IPO + extending timeline). $50B is like two days of government spending. Completely immaterial to the $36T+ deficit. The bet is that Trump wants to depart from Obama's policies and do something that is both equitable and epic/memorable. Zeroing out existing shareholders ain't it. He previously said these companies were stolen. So he's going to further "steal" them"  
[X Link](https://x.com/anyuser/status/1930316492354269673)  2025-06-04T17:31Z [----] followers, 12.1K engagements


"$psix $tssi AI infrastructure stocks have been hot lately but $psix is still cheap. Psix will generate close to its entire market cap in cash next [--] years. For all the concerns about governance its being added to the Russell indices. Fair value is $100 this year. $800m in cash flow over next [--] years plus 15x terminal multiple on $200m profit = $170/share. Discount back 15% to today = $100/share"  
[X Link](https://x.com/anyuser/status/1932485924577030184)  2025-06-10T17:12Z [----] followers, [----] engagements


"@BillAckman you and team should take a look at IREN. 500% upside next [--] months. IREN will be the largest hyperscale colocation company in United States by YE27. 1400MW of fully energized capacity coming by April [----] in West TX. Leases typically start [--] months before energization. Another 600mw coming mid [--]. HIGHLY misunderstood as a result of Bitcoin mining pivot + capital needs to complete AI build out. Tons of value in a Pershing vote of confidence + unit economics walk for the market. I see $4B+ in annual revs and $2B in contracted EBITDA by YE27 $45B of incremental value creation (22x"  
[X Link](https://x.com/anyuser/status/1940208528909611131)  2025-07-02T00:38Z [----] followers, [----] engagements


"Still holding some $FNMA $FMCC but have reduced significantly. Seeing too many other good opportunities to risk a large capital impairment just not worth it. You've got Bessent punching the richest man in the world over inability to deliver $1T in cuts @pulte tweeting that $2.5B Fed office is corrupt when inherently $FNMA $FMCC shareholders asking gov to forego $20B-$50B (which is laughable btw in context of the $37T deficit) I voted for Trump but I gotta say one of the most Trump things ever would be to call Obama a stealer and then monetize Obama's theft so that Trump can claim a "bigger"  
[X Link](https://x.com/anyuser/status/1940809550853992726)  2025-07-03T16:27Z [----] followers, [----] engagements


"Big Beautiful Bill is bullish for $BTC $IREN and risk assets generally. Still a lot of money on the sidelines there will be pullbacks but the direction of this market is up. If we enter a rate cutting cycle I think we rebubble"  
[X Link](https://x.com/anyuser/status/1942189106735300821)  2025-07-07T11:49Z [----] followers, [----] engagements


"Implied upside on $IREN is roughly 450% based on the $CORZ $CRWV $BTC $SMNR. Strange the stock is down"  
[X Link](https://x.com/anyuser/status/1942220192936833483)  2025-07-07T13:52Z [----] followers, [----] engagements


"$psix still less than 10x [----] EV/FCF"  
[X Link](https://x.com/anyuser/status/1942585749838164064)  2025-07-08T14:05Z [----] followers, [----] engagements


"$iren has 2GW coming online in next 18-24 months. MS estimates there will be a shortfall by [----] AI data center power demand could rise more than 30x over the next decade from just [--] GW in [----] to [---] GW by [----]. https://t.co/XYUHywHMk1 $NVDA $MSFT $GOOG $AMZN AI data center power demand could rise more than 30x over the next decade from just [--] GW in [----] to [---] GW by [----]. https://t.co/XYUHywHMk1 $NVDA $MSFT $GOOG $AMZN"  
[X Link](https://x.com/anyuser/status/1943099634978586942)  2025-07-10T00:07Z [----] followers, [----] engagements


"@SMB_Attorney Opportunity cost of buying an asset that is not likely to materially appreciate when the market is about to remake the roaring 1920s with an explosion of AI Energy and crypto"  
[X Link](https://x.com/anyuser/status/1946939639379399144)  2025-07-20T14:25Z [----] followers, 18.4K engagements


"$fnma $fmcc You think he cares about conservatorship precedent set under the Obama admin And youre aware hes going to allow you to buy Dogecoin in your 401k . And you still think hes going to send Fannie / Freddies shares plummeting to perpetuate Obamas theft 😵💫🧐 Long $fmcc $fnma Congrats @pulte"  
[X Link](https://x.com/anyuser/status/1947034375792865313)  2025-07-20T20:42Z [----] followers, [----] engagements


"$psix trading around 12.5x FY25 EPS and 7x FY27 EPS adj for FCF generation 2025/2026. Bought more yesterday lol. Very few stocks have this type of visibility to earnings think we see $150 in next [--] months"  
[X Link](https://x.com/anyuser/status/1951280603938050258)  2025-08-01T13:55Z [----] followers, [----] engagements


"@RHouseResearch So Galaxy pivoted to AI data centers after Iren and Coreweave only became involved with gpus five years ago but its game over for Iren because theyre too late Got it. Makes a bunch of sense"  
[X Link](https://x.com/anyuser/status/1952925141622751581)  2025-08-06T02:50Z [----] followers, [----] engagements


"$fnma $fmcc Buffett retiring at year end. Berkshire sitting on a mountain of cash. Berkshire previously owned Fannie. Youre telling me Warren Buffett is riding off into the sunset without making one last big investment when Fannie/Freddie IPO/secondary offering is estimated to be $30B. 🤨🤨🤨"  
[X Link](https://x.com/anyuser/status/1957944108275659198)  2025-08-19T23:13Z [----] followers, [----] engagements


"$fnma $fmcc X Buffett = [----] Glory"  
[X Link](https://x.com/anyuser/status/1960454662995271926)  2025-08-26T21:29Z [----] followers, 10.7K engagements


"White $IREN son we started ballin when we were young https://x.com/FransBakker9812/status/1961085423289057355 🚨BREAKING $IREN Becomes Preferred Cloud Partner with $NVDA 🚨 Congratulations team @IREN_Ltd 🥳 @tim_delcourt @danroberts0101 @mikealfred @kentpdraper https://t.co/ThbF59QyBm https://x.com/FransBakker9812/status/1961085423289057355 🚨BREAKING $IREN Becomes Preferred Cloud Partner with $NVDA 🚨 Congratulations team @IREN_Ltd 🥳 @tim_delcourt @danroberts0101 @mikealfred @kentpdraper https://t.co/ThbF59QyBm"  
[X Link](https://x.com/anyuser/status/1961112620393488607)  2025-08-28T17:04Z [----] followers, [----] engagements


"$IREN is going to $80+. Thank you for your attention to this matter. $IREN looks to have 500%+ upside in the next [--] months. Price target is $83. I have historically been EXTREMELY skeptical of the bitcoin miner space but after looking into $IREN's pivot to AI datacenters the math seems to check out. Let's take a look at the math: IREN $IREN looks to have 500%+ upside in the next [--] months. Price target is $83. I have historically been EXTREMELY skeptical of the bitcoin miner space but after looking into $IREN's pivot to AI datacenters the math seems to check out. Let's take a look at the"  
[X Link](https://x.com/anyuser/status/1961400203057012823)  2025-08-29T12:07Z [----] followers, 30.8K engagements


"$IREN will double in the next [--] months when it announces a similar deal to $NBIS. It's coming. https://x.com/mvcinvesting/status/1965159293197713849 JUST IN: $NBIS announces multi-billion dollar agreement with Microsoft for AI infrastructure. 🔥 Under this multi-year agreement $NBIS will deliver dedicated capacity toMicrosoft from its new data center inVineland New Jersey starting later this year. Arkady Volozh Founder https://t.co/VifW2fuReI https://x.com/mvcinvesting/status/1965159293197713849 JUST IN: $NBIS announces multi-billion dollar agreement with Microsoft for AI infrastructure. 🔥"  
[X Link](https://x.com/anyuser/status/1965161633753563557)  2025-09-08T21:13Z [----] followers, [----] engagements


"$IREN big contract is likely to come from Oracle. Easy double for stock. Oracle just guided for infrastructure revenue to grow from $18B to $144B in next four years Oracle uses colocation. $ORCL backlog was CRAZY+359% to $455B. HOW CAN YOU SAY THE AI BUBBLE IS NOW WHEN YOU SEE NUMBERS LIKE THIS "We signed four multi-billion-dollar contracts with three different customers in Q1" said Oracle CEO Safra Catz. "This resulted in RPO contract backlog increasing 359% https://t.co/5cXpEzT4ln $ORCL backlog was CRAZY+359% to $455B. HOW CAN YOU SAY THE AI BUBBLE IS NOW WHEN YOU SEE NUMBERS LIKE THIS "We"  
[X Link](https://x.com/anyuser/status/1965532016042246157)  2025-09-09T21:45Z [----] followers, 17.4K engagements


"$IREN IMPORTANT Trump hints that TikTOK deal is coming (see below) The only way ORCL's recent backlog numbers are true (see below) is if $ORCL acquires TikTOK. ORCL uses colocation for data centers which is why $IREN is going to be the beneficiary of the Oracle TikTOK deal (see below) TLDR: $IREN to $100 soon (see moon). Would also be surpised if $MFI doesn't hit $100 this week after mix shelf of $700M DYOR https://x.com/UncleAlpha007/status/1938628042190102673 https://x.com/UncleAlpha007/status/1938628042190102673"  
[X Link](https://x.com/anyuser/status/1967585967579267310)  2025-09-15T13:47Z [----] followers, 48.4K engagements


"$FNMA $FMCC Surprised we are not green today following this tweet. My interpretation is "back up the truck". https://x.com/pulte/status/1967679096529494279 Obama and Biden kept Fannie and Freddie under the thumb of Washington grifters who were always looking to milk a dime out of Fannie and Freddie Weve put them back to work for the American citizens not for grifters. https://x.com/pulte/status/1967679096529494279 Obama and Biden kept Fannie and Freddie under the thumb of Washington grifters who were always looking to milk a dime out of Fannie and Freddie Weve put them back to work for the"  
[X Link](https://x.com/anyuser/status/1968006063892074660)  2025-09-16T17:36Z [----] followers, [----] engagements


"$WYFI seems cheap Based on investor deck implicitly guiding to $85M-$90M in run-rate EBITDA by end of [----]. Multiples typically 22.5x EBITDA. Would place shares 200% higher (or $60/share) while giving no credit to the rest their 1GW remaining pipeline. Seems like it could 5x-10x from here. $iren $riot $cifr Thoughts @theBTCMiningGuy @mikealfred"  
[X Link](https://x.com/anyuser/status/1968410345124278704)  2025-09-17T20:22Z [----] followers, [----] engagements


"$LTBR might giga send to $50 just a hunch small position $smr $oklo"  
[X Link](https://x.com/anyuser/status/1969060613377655076)  2025-09-19T15:26Z [----] followers, [----] engagements


"Framing $IREN's HUGE potential through $AMZN comparison Consider Amazon Web Services (AWS) used 3.5GW (see below) in [----] and generated $18.5B in operating income from AWS. AWS probably traded around 40X operating income. That is a valuation of $720B IREN has 3GW and trades at a market cap of just $10B. higher @mikealfred @theBTCMiningGuy @StockSavvyShay @Umbisam"  
[X Link](https://x.com/anyuser/status/1969917747271495701)  2025-09-22T00:12Z [----] followers, 50K engagements


"$CIFR is an OBVIOUS buy here IMO $300M revenue * 70% margin * 22x EBITDA for colocation = $4.6B which equals the current market cap You get the rest of the 2GW pipeline for FREE and Google is now a shareholder (yes there is an $800m offering and yes Google stake will push market cap towards $5B vs. $4.6B). So effectively you have 10% downside if they don't sign another contract ever and you have probably 5x+ upside with more contracts down the line. UHHH lol @theBTCMiningGuy @mikealfred $IREN"  
[X Link](https://x.com/anyuser/status/1971288099679343061)  2025-09-25T18:58Z [----] followers, 81.4K engagements


"$CIFR $84 Price Target [----] (570% upside) and $42 price target (234% upside) in the next year Thesis explained simply below: $GOOG $META $AMZN $MSFT and OpenAI are in a race to build out AI data centers which require 10x the power of traditional data centers. Each player wants to build out 10GW by [----] (according to the CEO of $NVDA on the recent @bg2pod podcast). 10GW is where artificial general intelligence (AGI) can be achieved (according to $NVDA CEO). These companies need 40GW-50GW of INCREMENTAL data center infrastructure. $CIFR can provide an incremental 2GW of this infrastructure"  
[X Link](https://x.com/anyuser/status/1973380146477318195)  2025-10-01T13:31Z [----] followers, 100.2K engagements


"Two more days until Trump sends $FNMA $FMCC to the moon (and the preferreds to par)"  
[X Link](https://x.com/anyuser/status/1973483762442002733)  2025-10-01T20:22Z [----] followers, [----] engagements


"$iren $cifr Blackstone forecasting US data center GW going from 24GW in [----] to 101GW by [----]. Do you trust Blackstone or the wealth strategist you hear on cnbc saying bubble who spends [--] hours a week researching [--] hours a week finding new clients and [--] hour a week on asset allocation @theBTCMiningGuy @mikealfred"  
[X Link](https://x.com/anyuser/status/1974601457950175493)  2025-10-04T22:24Z [----] followers, 63.5K engagements


"$iren $cifr $wyfi Not typically a chartist but this one is really something. It's a chart of bitcoin priced in gold. It looks like it is about to absolutely sky rocket. If this happens what do you think happens to efficient bitcoin miners pivoting to AI data centers Bitcoin goes to $180k and bitcoin miners pivoting to AI data centers triple. NFA"  
[X Link](https://x.com/anyuser/status/1976286639652536338)  2025-10-09T14:00Z [----] followers, [----] engagements


"$fmcc $fnma SPS update should be any day now unless the IPO slips into next year"  
[X Link](https://x.com/anyuser/status/1976370536394653849)  2025-10-09T19:33Z [----] followers, [----] engagements


"$LTBR named today in Morgan Stanley's National Security Basket alongside names like $oklo $aspi $LAC $mp https://x.com/UncleAlpha007/status/1969060613377655076 $LTBR might giga send to $50 just a hunch small position $smr $oklo https://x.com/UncleAlpha007/status/1969060613377655076 $LTBR might giga send to $50 just a hunch small position $smr $oklo"  
[X Link](https://x.com/anyuser/status/1977720518175297908)  2025-10-13T12:58Z [----] followers, [----] engagements


"Interesting the $EOSE is going parabolic when $ENS does 20x EOSEs [----] estimated sales trades at just 11x earnings and is building one of the USs largest lithium battery plants in SC strangely EOS has a higher market cap"  
[X Link](https://x.com/anyuser/status/1977869557650854009)  2025-10-13T22:50Z [----] followers, 37.1K engagements


"FULL SEND $iren $cifr BLACKROCK & NVIDIA IN $40 B DATA CENTER TAKEOVER: Macquarie is selling Aligned Data Centers for $40B with press reports noting the platform is poised to expand its capacity to over 5GW. Implies a valuation of roughly $8M per MW of total data-center capacity (operating + https://t.co/hkwNjgVe8H BLACKROCK & NVIDIA IN $40 B DATA CENTER TAKEOVER: Macquarie is selling Aligned Data Centers for $40B with press reports noting the platform is poised to expand its capacity to over 5GW. Implies a valuation of roughly $8M per MW of total data-center capacity (operating +"  
[X Link](https://x.com/anyuser/status/1978438384772149504)  2025-10-15T12:30Z [----] followers, [----] engagements


"When ppl suggest $cifr is "extended" I literally have no idea wtf that means. If they sign the 300mw deal they are marketing which seems highly likely the stock will be undervalued on the deals its signed alone. That ignores the massive pipeline @rftylerpage"  
[X Link](https://x.com/anyuser/status/1978512360902922694)  2025-10-15T17:24Z [----] followers, 18.8K engagements


"$IREN could be looking at $15B+ EBITDA in a few years based on $ORCL OCI presentation today. At 20x EBITDA that would be a $300B Enterprise Value vs. less than $20B today. So 15X. Yes there will be costs to fund the buildout but the opportunity is still immense. And you're selling because the stock needs a breather or Chyna HFSP @theBTCMiningGuy @mikealfred"  
[X Link](https://x.com/anyuser/status/1978888913948127374)  2025-10-16T18:20Z [----] followers, 28.7K engagements


"@pulte confirmed IPO as soon as this year said on Bloomberg Frankly if I wasnt in the gov I would love to invest in it to $fnma $fmcc President Trump made the right decision not to take Freddie and Fannie public during his first term and is opportunistically evaluating an offering this time around which could be as early as the end of [----]. President Trump made the right decision not to take Freddie and Fannie public during his first term and is opportunistically evaluating an offering this time around which could be as early as the end of 2025"  
[X Link](https://x.com/anyuser/status/1980411006351470744)  2025-10-20T23:09Z [----] followers, [----] engagements


"$cifr $iren opportunistically getting hammered as mkt fears around Trump/Xi meeting Nov [--]. I would expect shares to rise next week as shorts cover into the meeting. If the meeting goes well which I expect shares will see new highs in Nov. Haven't sold a share of either. NFA"  
[X Link](https://x.com/anyuser/status/1980706925802103199)  2025-10-21T18:45Z [----] followers, 15.4K engagements


"@BlueDuckCap 100%. Also saving $6B enables AMZN to spend $60B in capex and show a 10% ROIC which means the capex cycle goes on. I expect this will happen more and more across big tech. Combined with pricing power the cycle has legs"  
[X Link](https://x.com/anyuser/status/1982889344420720807)  2025-10-27T19:17Z [----] followers, 22.5K engagements


"It is really quite baffling that $psix can still be purchased at 10x [----] earnings with a clean balance sheet (especially given a lot of froth in other areas of the market)"  
[X Link](https://x.com/anyuser/status/1983343962934124833)  2025-10-29T01:23Z [----] followers, 14K engagements


"$fmcc $fnma to $50-$60 (400%-500% upside). $600B EV is not a meme. Math below. @pulte @SecScottBessent doing great jobs"  
[X Link](https://x.com/anyuser/status/1983583082545299871)  2025-10-29T17:13Z [----] followers, 16K engagements


"Can we please get a wellness check on Chanos @RealJimChanos Turns out real assets don't depreciate the same way academics in their ivory towers postulate. Go figure. $IREN $CIFR $CRWV $NBIS @mikealfred"  
[X Link](https://x.com/anyuser/status/1983584740549791905)  2025-10-29T17:20Z [----] followers, [----] engagements


"$IREN can still 10x-20X (math below we are still EARLY). $2.5B ARR (per below) represents 12% of announced capacity. Full capacity is $2.5B ARR / .12 = $20.8B in ARR. IREN's EBITDA margin is 80%. $20.8B * 80% margin is $16.6B EBITDA. Conservative EBITDA multiple is 15x. $16.6B * 15x = $250B enterprise value. Cost to build is $14M per MW * [----] MW = $40.6B. $250B enterprise value - $40.6B build out is $210B market cap vs. $IREN's $20B mkt cap this morning. $210B/$20B is more than 10x upside. @mikealfred @theBTCMiningGuy @FransBakker9812 @Umbisam"  
[X Link](https://x.com/anyuser/status/1985343346642977259)  2025-11-03T13:48Z [----] followers, 49.1K engagements


"$CIFR fair value $55 (150% upside next 6-12 months) and $110 by [----] following Colchis announcement Incredible execution from @rftylerpage https://x.com/UncleAlpha007/status/1973380146477318195 $CIFR $84 Price Target [----] (570% upside) and $42 price target (234% upside) in the next year Thesis explained simply below: $GOOG $META $AMZN $MSFT and OpenAI are in a race to build out AI data centers which require 10x the power of traditional data centers. Each player https://x.com/UncleAlpha007/status/1973380146477318195 $CIFR $84 Price Target [----] (570% upside) and $42 price target (234% upside)"  
[X Link](https://x.com/anyuser/status/1985479610558017955)  2025-11-03T22:50Z [----] followers, 30.6K engagements


"Why $IREN can 10x by [----] (follow up to prior post) Digital Realty ($DLR) and Equinix ($EQIX) are comps to IREN. IREN will have more contracted ARR than $DLR by mid [----] (implies 230% upside) yet DLR's market cap is $59B vs. IREN at $18B. Similarly $IREN is likely to have more contracted ARR than $EQIX by [----] (EQIX has a $81.5B market cap vs. $IREN at $18B. Implies 350% upside over the next 14-18 months). Further IREN should get to contracted ARR of $18B+ by [----] (implying a market cap of $160B using EQIX as a comp). Capital required to get to $18B ARR is likely to be in the $35-$40B range."  
[X Link](https://x.com/anyuser/status/1986067598065181013)  2025-11-05T13:46Z [----] followers, 26.1K engagements


"$IREN Press Release Takeaways [--]. $3.6B ARR guide uses only 16% of secured power implying IREN could generate $21B in ARR by [----] - at 10x ARR this would put IREN at a $210B market cap more than 10X from today (will likely need $30-$40B in capital). See below for chart. [--]. $3.6B [----] AI ARR guide - is awesome but a low ball guide that provides plenty of room for beat and raises as Sweetwater Energizes April [----]. I am expecting this to be raised to at least $5.5B by mid April [--]. $3.6ARR guide implies stock is trading around 5x [----] ARR which is only a .5x premium to CRWV (ie CRWV trades at"  
[X Link](https://x.com/anyuser/status/1986564558484386057)  2025-11-06T22:41Z [----] followers, 122.2K engagements


"Me watching people that have no idea what theyre doing selling $IREN this morning. Fair value today is $192-$210 btw"  
[X Link](https://x.com/anyuser/status/1986805059582120328)  2025-11-07T14:36Z [----] followers, 16.7K engagements


"$IREN has the most power guaranteed to come online in the next [--] years of any Neocloud $META said they are spending $600B next [--] years METAs compute needs are smaller than $AMZN $GOOG $MSFT. OpenAI said they need $1T in capital $GOOG co founder Sergey Brin said hes willing to have Google go bankrupt before he loses AI race $NVDA CEO said spending will reach $5T next few years and you dont think $IREN will get to $21B ARR (10x stock return) in the next four years Its so easy. Hold. Dont use leverage (its not needed). Retire before age [--]. This option is available to you if you choose to not be"  
[X Link](https://x.com/anyuser/status/1986900023003517253)  2025-11-07T20:54Z [----] followers, 51.7K engagements


"$CIFR fair value today is in the mid $40s (100% upside short term). Take a look at @RHouseResearch analysis below. FCF of $300M on the AMZN deal. If they can replicate that 10x across their pipeline implies $3B in FCF sometime around 2031ish. $3B FCF x 20X multiple = $60B market cap Discount that back to today around 17-18% rate (for higher risk) and youre in $45/share range https://x.com/rhouseresearch/status/1987185207632429418s=46 By my estimation Cipher's $CIFR yield-on cost and unlevered IRR for their Amazon $AMZN deal are in the ballpark of 11-12%. Important to note that $CIFR is not"  
[X Link](https://x.com/anyuser/status/1987200734748942381)  2025-11-08T16:49Z [----] followers, 42.3K engagements


"$iren gunna be a big week $500+ share is coming. Patience https://x.com/dnv99999/status/1987187043760271809s=46 Cantor Fitzgerald Reports $IREN Target Price of $384 by [----] if IREN Targets and Transforms All Its MW into AI Data Centers https://t.co/cKGbkKmo3s https://x.com/dnv99999/status/1987187043760271809s=46 Cantor Fitzgerald Reports $IREN Target Price of $384 by [----] if IREN Targets and Transforms All Its MW into AI Data Centers https://t.co/cKGbkKmo3s"  
[X Link](https://x.com/anyuser/status/1987666256967741784)  2025-11-09T23:38Z [----] followers, 32.9K engagements


"$crwv looks attractive here imo 4.2x [----] sales growing arr 150% YoY"  
[X Link](https://x.com/anyuser/status/1987708570100552072)  2025-11-10T02:27Z [----] followers, [----] engagements


"New cars are nearly fully depreciated over 5-7 years. You know what the average age of a car is in the US [----] years. People don't throw away their cars after five years because the accounting value is [--]. Go figure. These doomers are so mentally sick. NVDA chips would only be obsolete after two years if a single competitor had enough capital to fully upgrade their entire fleet after two years. the reality is that they cannot do that because they are capital constrained. https://x.com/danielnewmanUV/status/1987940710188720638s=20 https://x.com/danielnewmanUV/status/1987940710188720638s=20"  
[X Link](https://x.com/anyuser/status/1987952468882305443)  2025-11-10T18:36Z [----] followers, [----] engagements


"$iren 👀 $cifr 👀 You cant print energy AI eventually funded by governments "You can't print energy" https://t.co/bMT6omdRiv "You can't print energy" https://t.co/bMT6omdRiv"  
[X Link](https://x.com/anyuser/status/1988066206209716441)  2025-11-11T02:08Z [----] followers, 27.2K engagements


"For context $650B through [----] is only a 6% revenue CAGR for big tech (big tech grew 17%+ last quarter). More doomer fear porn "to drive a 10% return on our modeled AI investments through [----] would require $650 billion of annual revenue into perpetuity which is an astonishingly large number. For context that equates to $180/month from every NFLX subscriber"- JPM That's why Sam is begging for a bailout "to drive a 10% return on our modeled AI investments through [----] would require $650 billion of annual revenue into perpetuity which is an astonishingly large number. For context that equates"  
[X Link](https://x.com/anyuser/status/1988216764753383649)  2025-11-11T12:06Z [----] followers, [----] engagements


"$IREN's total contracted backlog should be 40% higher than CoreWeave by April [----] (when 1.4GW from Sweetwater Energizes) but $crwv is valued 3x higher than $IREN.Lol Ok @theBTCMiningGuy @bitcoinbutcher1 @jiahanjimliu @mikealfred @FransBakker9812 @Umbisam"  
[X Link](https://x.com/anyuser/status/1988280208533905858)  2025-11-11T16:18Z [----] followers, 21.7K engagements


"So $nvda backstops $crwv chips to 100% utilization through [----] and everyone on the timeline says $crwv biz model doesnt work lol ok And $crwv CEO is a former hedge fund manager. So FinTwit implies that a former hedge fund manager cant structure deals where he earns higher than his cost of capital knowing that he is backstopped with 100% utilization 😂 $iren will get a similar deal with $nvda @matthew_sigel"  
[X Link](https://x.com/anyuser/status/1988415276912623677)  2025-11-12T01:15Z [----] followers, [----] engagements


"@StockSavvyShay @mweinbach 1) 650B in revenue is a 6% revenue CAGR for big tech (which is growing 17%) 2) the vast majority of responses here show that ppl dont read / the JPM author is saying he already receives a greater benefit than $35/month from AI"  
[X Link](https://x.com/anyuser/status/1988576675521810907)  2025-11-12T11:56Z [----] followers, 23.1K engagements


"According to JPM hyperscaler's need to get $650B in incremental revenue to earn a 10% ROIC on AI capex through [----]. $650B in collective revenue is only a 10.5% CAGR (the companies have grown at 14%/17% over the last 3/5 years). The bubble doomers are lazy. $iren $cifr $msft $goog $amzn $meta https://x.com/StockSavvyShay/status/1988563007375286514s=20 https://x.com/StockSavvyShay/status/1988563007375286514s=20"  
[X Link](https://x.com/anyuser/status/1988601105182302409)  2025-11-12T13:33Z [----] followers, [----] engagements


"$iren $cifr moves allows dealers to reset options pricing. Long dated options are now VERY expensive despite the stocks moving lower I was loading Jan [----] w/ $10 strikes on IREN for $6-$7 of premium in May/June. Dealers now understand the opportunity and are pricing it accordingly Now [--] yr+ calls your basically better off just buying the stock"  
[X Link](https://x.com/anyuser/status/1989015588375785480)  2025-11-13T17:00Z [----] followers, 16.3K engagements


"$cifr $iren sentiment on here has gone from McMansions to McGriddles. Meanwhile fundamentals are mega yacht status"  
[X Link](https://x.com/anyuser/status/1989053590854623578)  2025-11-13T19:31Z [----] followers, 16.1K engagements


"Portfolio is 30% off the highs. Guess I'm a levered beta boy. Gov reopen China trade deal talks behind us all major hyperscalers guiding to massive increases in capex for [----] hyperscalers earnings strong bank earnings strong GDP strong This does remind me of March/April - where the AI trade was obviously hyperbullish and people still shit themselves $iren $cifr. Cramer tweeted this morning bashing these companies so perhaps today is the low"  
[X Link](https://x.com/anyuser/status/1989328853404151832)  2025-11-14T13:45Z [----] followers, [----] engagements


"This is a good take but I think there are catalysts for bitcoin: 1) FED likely to cut in December 2) new FED chairman in May [----] 3) quantitative tightening ending and QE restarting Overall I think everyone was hyper bullish crypto into year end (partially due to Clarity Act) which was supposed to be November but got pushed due to the Schumer shutdown. The bullish narrative is intact (crypto and AI) but the timeline might be pushed by [--] months which can make a big difference for leveraged participants. $NVDA earning this week is a clearing event for AI trade / crypto to go higher in December"  
[X Link](https://x.com/anyuser/status/1990114145690096083)  2025-11-16T17:46Z [----] followers, [----] engagements


"$iren $cifr just got a big call It was Valhalla she said may I meet you I said sure where She replied at my gates 5pm ET after the $NVDA print I said wouldnt miss it for the world"  
[X Link](https://x.com/anyuser/status/1990215690423279914)  2025-11-17T00:29Z [----] followers, [----] engagements


"$iren $iren Not exactly bearish. I reached this conclusion as well and my IQ is [----] As World's Highest IQ Record Holder I expect #BITCOIN is going to $220000 in the next [--] days. I will use 100% of my Bitcoin profits to build churches for Jesus Christ in every nation. For with God nothing shall be impossible. (Luke 1:37) https://t.co/eY7RcAjx0p As World's Highest IQ Record Holder I expect #BITCOIN is going to $220000 in the next [--] days. I will use 100% of my Bitcoin profits to build churches for Jesus Christ in every nation. For with God nothing shall be impossible. (Luke 1:37)"  
[X Link](https://x.com/anyuser/status/1990235490944192617)  2025-11-17T01:48Z [----] followers, [----] engagements


"If you think there is a bubble in AI capex consider that Hyperscalers were on pace for $200B in capex BEFORE AI. Now on $325B pace. So were talking about $125B of extra capexon over $10T of market cap for hyperscalersso 1.3% of market cap ($125B/$10T).. If you think that makes a bubble and are worried about credit quality respectfully you are not bright these stocks move 1.3% daily $iren $cifr are well positioned this is the bottom @mikealfred @theBTCMiningGuy @JoeSquawk @fundstrat @DivesTech"  
[X Link](https://x.com/anyuser/status/1990598410869657771)  2025-11-18T01:50Z [----] followers, [----] engagements


"Imagine selling $iren and $CIfR and then seeing this $NVDA press release lmfao"  
[X Link](https://x.com/anyuser/status/1991255979862773952)  2025-11-19T21:23Z [----] followers, 13.4K engagements


"Will be serving bear to my family at thanksgiving. $iren to $100 by year end. $cifr $30"  
[X Link](https://x.com/anyuser/status/1991272498680217804)  2025-11-19T22:28Z [----] followers, 12.1K engagements

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