# ![@_Sgr_A_Star Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::2508560796.png) @_Sgr_A_Star The God Particle

The God Particle posts on X about $iren, $hims, in the, money the most. They currently have [-----] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::2508560796/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2508560796/c:line/m:interactions.svg)

- [--] Week [-------] +315%
- [--] Month [-------] +0.92%
- [--] Months [---------] +773%
- [--] Year [---------] +6,567%

### Mentions: [--] [#](/creator/twitter::2508560796/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2508560796/c:line/m:posts_active.svg)

- [--] Month [--] -38%
- [--] Months [---] +56%
- [--] Year [---] +561%

### Followers: [-----] [#](/creator/twitter::2508560796/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2508560796/c:line/m:followers.svg)

- [--] Week [-----] +2.90%
- [--] Month [-----] +6.40%
- [--] Months [-----] +342%
- [--] Year [-----] +17,255%

### CreatorRank: [-------] [#](/creator/twitter::2508560796/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2508560796/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  33% [stocks](/list/stocks)  31% [technology brands](/list/technology-brands)  10% [cryptocurrencies](/list/cryptocurrencies)  5% [currencies](/list/currencies)  4% [social networks](/list/social-networks)  2% [financial services](/list/financial-services)  1% [countries](/list/countries)  1% [gaming](/list/gaming)  1%

**Social topic influence**
[$iren](/topic/$iren) #37, [$hims](/topic/$hims) #280, [in the](/topic/in-the) 7%, [money](/topic/money) 5%, [business](/topic/business) 5%, [shorts](/topic/shorts) 4%, [at least](/topic/at-least) 4%, [target](/topic/target) 3%, [msft](/topic/msft) 3%, [the first](/topic/the-first) 3%

**Top accounts mentioned or mentioned by**
[@nighthawktradez](/creator/undefined) [@mcnalliem](/creator/undefined) [@irenltd](/creator/undefined) [@bagelc47](/creator/undefined) [@pdphilaphil](/creator/undefined) [@bitcoinbutcher1](/creator/undefined) [@otium33](/creator/undefined) [@waymoproblems](/creator/undefined) [@hillsideassets](/creator/undefined) [@mattg0204](/creator/undefined) [@fransbakker9812](/creator/undefined) [@danroberts0101](/creator/undefined) [@agrippainv](/creator/undefined) [@chiptomunk](/creator/undefined) [@jiahanjimliu](/creator/undefined) [@deangilles15352](/creator/undefined) [@grok](/creator/undefined) [@scludweed](/creator/undefined) [@sudokhanh](/creator/undefined) [@holenandreas](/creator/undefined)

**Top assets mentioned**
[Iris Energy Limited (IREN)](/topic/$iren) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Bitcoin (BTC)](/topic/bitcoin) [Goldman Sachs (GS)](/topic/goldman-sachs) [Oracle Corporation (ORCL)](/topic/$orcl) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [CoreWeave, Inc (CRWV)](/topic/$crwv) [Microsoft Corp. (MSFT)](/topic/microsoft) [69Coin (69)](/topic/$69) [Alphabet Inc Class A (GOOGL)](/topic/$googl)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$IREN For those of us keeping score- this is the latest ratings price target changes since the earnings call. Goldman Sachs: Maintained Neutrual: $39 $37 Roth Capital: Maintained Buy: $94 - $94 Bernstein: Maintained Outperform: $125 - $125 Cantor Fitz: Maintained Overweight: $136 $82 BTIG: Maintained Buy: $75 - $75 Compass Point: Maintained Buy: $105 - $105 B Riley: Maintained Buy: $74 $83 Citizens: Maintained Market Outperform: $80 - $80 Cantor Fitzgerald lowered their price target significantly because they lowered their EV/EBITDA Multiples across the sector."  
[X Link](https://x.com/_Sgr_A_Star/status/2020356210877469184)  2026-02-08T04:37Z [----] followers, 22.1K engagements


"@IREN_Ltd I can't wait for the news of the new deal to hit the wire on Feb 2nd - the Monday of the earnings call held Thursday Feb [--]. MSFT News: *Monday* Nov 3rd Earnings Call: Thursday Nov 6th Will history repeat itself"  
[X Link](https://x.com/_Sgr_A_Star/status/2014447803876180148)  2026-01-22T21:19Z [----] followers, 15K engagements


"$HIMS [--] days into 1Q26 and sales are trending 12.2% lower than 1Q25 and higher than 4Q25 by 5.7%. I will update a revenue number as we get a little more clarity. As of now the QTF projected revenue is $573M. I think the more apt comparison is vs. last quarter. @MattG0204 https://twitter.com/i/web/status/2015529859980919162 https://twitter.com/i/web/status/2015529859980919162"  
[X Link](https://x.com/_Sgr_A_Star/status/2015529859980919162)  2026-01-25T20:59Z [----] followers, [----] engagements


"$HIMS shorts. Up again. Now up too 72.2M shares short. 35% of float. Por el amor de dios (Apologies if my Korean is broken.)"  
[X Link](https://x.com/_Sgr_A_Star/status/2016203508287152611)  2026-01-27T17:35Z [----] followers, [----] engagements


"$IREN Shorts. Added another 1.5M shares short. Interesting. I wonder what the shorts will be when Horizon 5-10 look like this:"  
[X Link](https://x.com/_Sgr_A_Star/status/2016259141963227188)  2026-01-27T21:16Z [----] followers, 62.3K engagements


"@NighthawkTradez Your hunch-meter is broken"  
[X Link](https://x.com/_Sgr_A_Star/status/2018511218777178294)  2026-02-03T02:25Z [----] followers, [---] engagements


"I said it a couple times Yemi found the infinite money glitch and I'm jelaous. HIMS grants Yemi RSU/shares every year. Yemi sells shares in the open market. HIMS buys Yemi's shares in the open market. HIMS grants Yemi's shares back to him as RSUs. When Yemi moves on I sure as hell am gonna apply for the CFO role and none of you better get in my way. @NighthawkTradez - $HIMS to [---]. https://twitter.com/i/web/status/2018826158947872843 https://twitter.com/i/web/status/2018826158947872843"  
[X Link](https://x.com/_Sgr_A_Star/status/2018826158947872843)  2026-02-03T23:17Z [----] followers, [---] engagements


"At the risk of coming across too strongly and insulting George. That space was a circle jerk of boomers literally yelling at the clouds. Same tired "LLMs are a probability parrot" or "every chatbot request ever has lost money" takes absent of any substance or actual analysis. And yep you guessed it they liked Gold and Silver on the space. For anyone that hasn't listened to it do yourself a favor and avoid it. Here let me summarize it for you. https://twitter.com/i/web/status/2018878464271827074 https://twitter.com/i/web/status/2018878464271827074"  
[X Link](https://x.com/_Sgr_A_Star/status/2018878464271827074)  2026-02-04T02:45Z [----] followers, [---] engagements


"Hey Bagel Good post. I don't care about a new deal - because I don't think one is "required" for tomorrow's earnings. The deal will come on IREN's and their new partner's terms and what they deem is best for both. I From my POV tomorrow's earnings call marks the first real test/checkpoint for $IREN's execution of their CSP aspirations and IMO this will be the single most important aspect of the call. Did IREN execute and install the [----] Blackwell GPUs in Q4 requisite to have generated the 32M of CSP revenue to have met their "$225M ARR by year end" guidance The team hangs their hat on never"  
[X Link](https://x.com/_Sgr_A_Star/status/2019285143123554686)  2026-02-05T05:41Z [----] followers, [---] engagements


"@FransBakker9812 Has to be demolishment of the data center halls that they wont longer need. Right The key word is "operating". If they've started the demolishment of data center calls then those MW's are no longer "operating""  
[X Link](https://x.com/_Sgr_A_Star/status/2019543737433747887)  2026-02-05T22:48Z [----] followers, [----] engagements


"The key words are "under contract." They're focusing your attention to a positive ".4B" under contract and taking it away from a negative their "225M ARR by year end" miss. Under contract doesn't mean operational and it doesn't mean generating revenue. They're not telling us that as of Feb 5th they have GPUs generating the equivalent of 33M (400M/12) they're telling us that as of Feb 5th they've contracted GPUs that will *eventually* generate 400M of ARR. The fact is as of the end of October the company already had 250M ARR under contract. The 10K+ GPUs that were already under contract are"  
[X Link](https://x.com/_Sgr_A_Star/status/2019553908792902129)  2026-02-05T23:29Z [----] followers, [--] engagements


"I liked many things on the call. - GPU financing being 6% was great to see. I actually modeled 5.5% in my model because I felt MSFT's credit and cashflows are second to none. Validation of this number was fantastic. This number should improve everyone's levered IRR as there is less $ going to interest. - I also thought financing 3.6B instead of the previous guidance of only 2.5B was very bullish. It means that for the GPU Capex of 5.8B when you factor in the 1.94B pre-payment the company is only putting up 260M of their own money (equity). This significantly improves levered IRR on the CSP"  
[X Link](https://x.com/_Sgr_A_Star/status/2019592131141333482)  2026-02-06T02:01Z [----] followers, [---] engagements


"I think any which way we slice it Bagel they missed their very first checkpoint guidance. They were clearly impacted with delays. What caused the delays or how long the delays - who knows. No one asked them about the GPU count and as I suspected the company wasn't about to explicitly say they missed ARR guidance. It's also no coincidence that they're stopped disclosing the count of operational GPUs in their 10Q. Previously they'd disclose the actual number (rounded to the nearest hundred). In today's 10Q they no longer disclose operational - they just disclose GPU count by "installed or on"  
[X Link](https://x.com/_Sgr_A_Star/status/2019594204062876071)  2026-02-06T02:09Z [----] followers, [--] engagements


"Their $225M revenue guidance was made in their last Monthly report in August. The guidance was made at the time of the purchase of the first batch of [----] Blackwell GPUs that corresponded with the $225M ARR by Dec [----]. As I mentioned- this doesn't break my investment thesis. These delays are not costing them customers these GPUs will be installed they just didn't do it by the time they had informed the market they would. https://twitter.com/i/web/status/2019599432095023596 https://twitter.com/i/web/status/2019599432095023596"  
[X Link](https://x.com/_Sgr_A_Star/status/2019599432095023596)  2026-02-06T02:30Z [----] followers, [--] engagements


"Contracted ARR is theoretical only until the GPU is racked and billing has started does that ARR get "realized". It definitely isn't revenue based you're correct about that. I'm suggesting that revenue is the only GAAP metric (outside of the company explicitly telling us what ARR was at the end of the period - which they didn't) we can use to gain insight on whether the ARR guidance is met. In theory if all [----] GPUs were installed/commissioned on December 31st then they would have realized the ARR (and met their guidance) even if recognized revenue would have been very little. Obviously"  
[X Link](https://x.com/_Sgr_A_Star/status/2019615358311866665)  2026-02-06T03:33Z [----] followers, [--] engagements


"I agree This should significantly improve most people's levered IRR numbers for [--] reasons. - The lower than anticipated interest rate means more cashflows are pocketed and less goes to interest. Each 100bps (1%) is worth 120M saved in interest over the contract length. - The cash out of pocket (equity) used to fund the 5.8B of GPU capex will be miniscule at only 260M. By my math we'll get close to [--] dollars returned for every $1 invested. Much smaller pool of equity used will amplify the return (levered). I'm sure they'll use the MSFT deal as the blueprint for future ones"  
[X Link](https://x.com/_Sgr_A_Star/status/2019623533094273359)  2026-02-06T04:05Z [----] followers, [---] engagements


"@danroberts0101 Imagine purchasing 5.8B worth of GB300s and only needing to use 260M out of pocket. Who'da thunk that operating a Cloud Services Provider business was capital light. 🙃 Fantastic work Dan (260M = 5.8B - 3.6B - 1.94B)"  
[X Link](https://x.com/_Sgr_A_Star/status/2019632360166420809)  2026-02-06T04:40Z [----] followers, [---] engagements


"@CuriousWhatever @Agrippa_Inv 40%+ Much much higher than that. They're only using $260M out of pocket (equity) on this CSP deal. If these GPUs have any residual value left at the end of the contract the levered IRR will be well into triple digits"  
[X Link](https://x.com/_Sgr_A_Star/status/2019856601109446910)  2026-02-06T19:31Z [----] followers, [--] engagements


"$IREN $NBIS $CRWV $ORCL New recent high for the hourly rate of NVIDIA H100 Hoppers. Now at $2.33/hr - is a many month high. Demand. $IREN insatiable /insSHb()l/adjective (of an appetite or desire) impossible to satisfy. Example sentence: AI has created insatiable demand for power and energy producers and distributors are racing to respond. https://t.co/m4slb66lMz $IREN insatiable /insSHb()l/adjective (of an appetite or desire) impossible to satisfy. Example sentence: AI has created insatiable demand for power and energy producers and distributors are racing to respond. https://t.co/m4slb66lMz"  
[X Link](https://x.com/_Sgr_A_Star/status/2019966712880460209)  2026-02-07T02:49Z [----] followers, 12.5K engagements


"@chiptomunk Higher accelerated stock based amortization recognized and payroll tax accruals"  
[X Link](https://x.com/_Sgr_A_Star/status/2020016407308849281)  2026-02-07T06:06Z [----] followers, [---] engagements


"@Gyujin_9701 @FransBakker9812 @jiahanjimliu @marksotoges It's not a revenue recognition timing issue it's a GPUs aren't getting here on time issue. No GPUS means no ARR no revenue. The tell is the low RPOs"  
[X Link](https://x.com/_Sgr_A_Star/status/2020350555709964655)  2026-02-08T04:14Z [----] followers, [---] engagements


"These numbers don't look great but they don't look awful either. Although January is typically the high for the weight loss category for the quarter this year is unique in that there are multiple new verticals that are still gaining traction. It will be interesting to see the impact of the "bad press" this week and the Superbowl ad. We won't know until [--] weeks from now (data is [--] days in the rear) but I'll be sure to pay close attention and share"  
[X Link](https://x.com/_Sgr_A_Star/status/2020438781502050777)  2026-02-08T10:05Z [----] followers, [---] engagements


"Although they grouped the "810MW" of air-cooled capacity in one when they were talking about the increased demand in air-cooled GPUS (time to install) I didn't read it as Childress possibly getting air-cooled GPUs. Recall that as of Feb 5th they've "only" contracted 18K of the [-----] air cooled GPUs (sans the 10MW of GB300s at PG) slated for British Columbia. There is still 10's of thousands of air-cooled GPUs that don't yet have a name to them. I took their comments as hyperscalers and enterprises now seriously considering this air cooled capacity instead of waiting for liquid-cooled variants"  
[X Link](https://x.com/_Sgr_A_Star/status/2020183654866252136)  2026-02-07T17:11Z [----] followers, [----] engagements


"Tweet of the month Jacques. The $3B for Horizon 1-4 that are currently locked were paid for by the balance sheet (out of pocket). The second those data centers are derisked once they start generating revenue from a world class counterparty $IREN will be able to unlock (i.e. "get their money back") that money at very attractive rates. This is how large infrastructure projects work. Build it with cash out of pocket or expensive construction financing once it's built and derisked get your money back by "borrowing" against those assets at much better rates. This is one (massive) source of funding"  
[X Link](https://x.com/_Sgr_A_Star/status/2020997979591802988)  2026-02-09T23:07Z [----] followers, [----] engagements


"$HIMS January credit card sales are in the books: Q1 is trending +1.7% over Q3 through the first [--] days of each period. I'm using 3Q25 because it's the most recent quarter in which we have actual credit card sales and actual revenue totals. As a reminder: Q3 Revenue: $599M As of now credit card sales are trending slightly above Q3. When we get Q4 actuals it will allow me to get another data point for the regression. (I also included monthly credit card sales for the last [--] months.) @DeanGilles15352 https://twitter.com/i/web/status/2020362454950449376"  
[X Link](https://x.com/_Sgr_A_Star/status/2020362454950449376)  2026-02-08T05:02Z [----] followers, [----] engagements


"Frankly it's too late to sell. The time to have sold was as they were committing execution mistake after execution mistake throughout the last [--] months not now when the stock price is 2x sales and the entire GLP1 business has been discounted. I'm not saying it can't go lower as that would be foolish. The truth is the mistakes that have lead to the DOJ referral and Novo lawsuit *have* to lead to consequences and accountability. As the saying goes heads have to roll. If they don't *that* would be thesis breaking for me as I would have no choice but to assume that mistakes like these can and"  
[X Link](https://x.com/_Sgr_A_Star/status/2021344087786541550)  2026-02-10T22:02Z [----] followers, [--] engagements


"$IREN Just sharing my initial thoughts on IREN's earnings call. What I loved liked didn't like and don't care. What I loved: [--]. Loved the interest rate of less than 6% for GPU financing. This alone will improve most levered IRR models in the wild as I don't think anyone was expecting/modeling this low of a rate. [--]. Securing 3.6B (1.1B above the guided 2.5B) in GPU financing means when you factor in the Microsoft pre-payment the company is only paying 260M out of pocket (equity) for $5.8B worth of GB300s . This makes the CSP portion of the Microsoft deal "capital light". Nuts This also"  
[X Link](https://x.com/_Sgr_A_Star/status/2020074982605537609)  2026-02-07T09:59Z [----] followers, [----] engagements


"$IREN Shorts update. Plenty of short covering as of the latest snapshot. 11M shares covered leading up to the end of January snapshot. Now 14% of float short. $IREN Shorts. Added another 1.5M shares short. Interesting. I wonder what the shorts will be when Horizon 5-10 look like this: https://t.co/YYFMVeHa4q $IREN Shorts. Added another 1.5M shares short. Interesting. I wonder what the shorts will be when Horizon 5-10 look like this: https://t.co/YYFMVeHa4q"  
[X Link](https://x.com/_Sgr_A_Star/status/2021383783208058990)  2026-02-11T00:40Z [----] followers, 31.3K engagements


"$HIMS Shorts update. Does anyone know if the short squeeze is still scheduled Asking for a my friend @NighthawkTradez Shares were at an all time high leading up to this last swing down"  
[X Link](https://x.com/_Sgr_A_Star/status/2021384756827754834)  2026-02-11T00:44Z [----] followers, [----] engagements


"@IREN $CRWV $ORCL $NBIS Looks like the Claude code inflection point has legs and staying power. Hopper (H100) compute prices continue to steadily climb. 👀 $IREN $NBIS $CRWV $ORCL New recent high for the hourly rate of NVIDIA H100 Hoppers. Now at $2.33/hr - is a many month high. Demand. https://t.co/sfa8HvjegR $IREN $NBIS $CRWV $ORCL New recent high for the hourly rate of NVIDIA H100 Hoppers. Now at $2.33/hr - is a many month high. Demand. https://t.co/sfa8HvjegR"  
[X Link](https://x.com/_Sgr_A_Star/status/2021386888045789600)  2026-02-11T00:52Z [----] followers, [----] engagements


"$IREN Happy New Year All 🎇 Will IREN meet their first ARR guidance of $225M by end of [----] Only Q4 (Dec) revenue will answer that for us. Being that the company has provided us with multiple ARR updates over the last few months we can use those ARR figures to estimate revenue each quarter to determine whether the company is executing on their CSP expansion plans guidance(s). 1Guidance: $225M ARR end of [----] 2Guidance: $500M ARR end of Q1 [----] 3Guidance: $3.44B ARR end of [----] Each one of these is layering in additional GPU batches that each have a respective ARR. Looks something like:"  
[X Link](https://x.com/_Sgr_A_Star/status/2006928218348204461)  2026-01-02T03:19Z [----] followers, 56.3K engagements


"Conservatively I believe at least 150MW of additional (IT) capacity will be operational by the end of fiscal [----] (which ends in June 27). Horizon [--] (50) at Childress Horizon 11-12 (100) at Sweetwater1 Assuming the same rates from the MSFT deal that would take ARR to 4.895B by the end of Fiscal [----]. Each 50MW of IT = 485M of ARR. https://twitter.com/i/web/status/2007242066720596115 https://twitter.com/i/web/status/2007242066720596115"  
[X Link](https://x.com/_Sgr_A_Star/status/2007242066720596115)  2026-01-03T00:06Z [----] followers, [---] engagements


"Yes a full CSP Sweetwater at MSFT terms would = 9B ARR. The key is each new deal will get priced in immediately as that's how most analysts are valuing the company. Most are placing no value to any non-contracted or operational MWs. Because most of the analysts are valuing the company via a EV/EBITDA multiple on [----] revenue all of them assume zero revenue beyond the 3.44B the company has guided to. Meaning most of the analysts valuations assume no additional capacity will become operational until [----]. Any new deal that contributes revenue to calendar year [----] will immediately force a"  
[X Link](https://x.com/_Sgr_A_Star/status/2007249576139567137)  2026-01-03T00:36Z [----] followers, [----] engagements


"@grok @stocktrader989 @PDPhilaPhil @scludweed @bitcoinbutcher1 @SmallCapSnipa @danroberts0101 @mikealfred Damn Grok. wishful thinking. lol I think the average PUE across Sweetwater will be [---] on average with a peak of [---] - assuming they're designed as Horizons. The company (Kent Draper) disclosed this a couple of earnings calls ago"  
[X Link](https://x.com/_Sgr_A_Star/status/2007301673027579977)  2026-01-03T04:03Z [----] followers, [--] engagements


"@bitcoinbutcher1 Below is my list for reference as well as a summary cost per GPU type. I assume 9% interest rate on the leases (we don't know)"  
[X Link](https://x.com/_Sgr_A_Star/status/2008002899113349482)  2026-01-05T02:29Z [----] followers, [---] engagements


"@upliftyourpath No analyst that I'm aware of has a $69 price target. Two have a $39 price target. (JP Morgan and Goldman Sachs)"  
[X Link](https://x.com/_Sgr_A_Star/status/2008451704551825891)  2026-01-06T08:12Z [----] followers, [---] engagements


"$IREN And the beat goes on. Still climbing. 👀👀 $IREN 👀 Nvidia H100() GPU hourly rates rising. https://t.co/mUdsHN9iH3 $IREN 👀 Nvidia H100() GPU hourly rates rising. https://t.co/mUdsHN9iH3"  
[X Link](https://x.com/_Sgr_A_Star/status/2009108219168481703)  2026-01-08T03:41Z [----] followers, 15.9K engagements


"The company is ridiculously undervalued but the stock/narrative is broken and it's unclear whether they'll ever be fairly valued. Novo broke the story/narrative during their break-up last year and HIMS has made a number of unforced errors (poor vertical launches hiring/firing Chiefs within months etc.)to boot. I don't expect another leg down in the stock price but if the next leg down happens I'd be forced to add to my position. At this point I think it's selling for less than half of fair value (10-year DCF). https://twitter.com/i/web/status/2009857369212101102"  
[X Link](https://x.com/_Sgr_A_Star/status/2009857369212101102)  2026-01-10T05:18Z [----] followers, [----] engagements


"Those 6.3B won't be spent now. They'd be "needed" over years. Now you're underestimating cashflows. By my estimate the company will generate at least 2B of revenue in [----] and at least 3.44B of revenue in [----]. Most of this revenue will be operating cashflow that they'll be able to reinvest into their growth/capex. That's Billions in operating cashflow starting *this* year. As revenue and cashflows ramp they'll get closer and closer to self-funding their growth. Each tranche of capacity they operationalize will generate revenue/cashflows and as each quarter passes they'll get closer and"  
[X Link](https://x.com/_Sgr_A_Star/status/2009870605567537545)  2026-01-10T06:11Z [----] followers, [--] engagements


"Horizon 5-10 is child's play compared to the 2GW sweetwater campus. I'm unaware of the [--] more GWs that will be grid connected in [----] - can you share I don't see them waiting until April to announce something for Sweetwater. I say we get that announcement before April. WRT to stock re-rating as I've shared a couple of times that will happen with each new data that's announced because that's how most analysts value the company (EV/EBITDA). To put it in simple terms; all other things being equal - each new 100MWs of capacity that are contracted will add $10 to the stock price."  
[X Link](https://x.com/_Sgr_A_Star/status/2009872029286314258)  2026-01-10T06:16Z [----] followers, [--] engagements


"Whether Anthropic leases bare metal or a platform-as-a-service neither of those are enabling Anthropic to "build its own US data center footprint". So if Anthropic is committing itself to owning its own infrastructure it wouldn't do so by leasing bare metal from IREN. In this regard PaaS bare-metal or colocation are the same difference. https://twitter.com/i/web/status/2009945714307080573 https://twitter.com/i/web/status/2009945714307080573"  
[X Link](https://x.com/_Sgr_A_Star/status/2009945714307080573)  2026-01-10T11:09Z [----] followers, [---] engagements


"@McnallieM Fake news. Bernstein doesn't have a $75 PT and they didn't increase their PT recently. Bernstein PT is $125 and they set it in November after the Microsoft deal"  
[X Link](https://x.com/_Sgr_A_Star/status/2010171732796362820)  2026-01-11T02:07Z [----] followers, [---] engagements


"@otium33 @McnallieM A lot of pumping going on right now and a lot of misinformation. If we're going to pump let's at least do it right. 🥴"  
[X Link](https://x.com/_Sgr_A_Star/status/2010177199736029574)  2026-01-11T02:29Z [----] followers, [--] engagements


"@otium33 @McnallieM Just in the last week alone we've been linked to. Google Anthropic AWS Meta xAI OpenAI and Walmart"  
[X Link](https://x.com/_Sgr_A_Star/status/2010178720842334357)  2026-01-11T02:35Z [----] followers, [--] engagements


"@otium33 @McnallieM No one had started the Walmart rumor so I figured I would. lol I saw Kent Draper in one this weekend"  
[X Link](https://x.com/_Sgr_A_Star/status/2010183370555417045)  2026-01-11T02:53Z [----] followers, [--] engagements


"@gary_pallett @McnallieM Grok obviously needs more compute"  
[X Link](https://x.com/_Sgr_A_Star/status/2010194611034304654)  2026-01-11T03:38Z [----] followers, [--] engagements


"$2M per MW. Kent Said: .think one thing that gets overlooked a bit with BC is because we built very high quality data centers there originally and effectively over spec them for bitcoin mining it's a very low capital cost to upgrade these data centers. The actual just pure cost of conversion to switch them over is is very minimal and then you know the one thing that we consider is whether we want to add redundant backup power generation uh which we probably will across most of the sites that costs about two million dollars a megawatt so when you take both the capex cost and the gpu cost into"  
[X Link](https://x.com/_Sgr_A_Star/status/2010273869735833603)  2026-01-11T08:53Z [----] followers, [---] engagements


"$HIMS Are the shorts getting greedy $67M+ shorts on HIMS. WOW. (just added to my position)"  
[X Link](https://x.com/_Sgr_A_Star/status/2010805158977159471)  2026-01-12T20:04Z [----] followers, 18.6K engagements


"@sudokhanh @RealDGunn @grok is @sudokhanh right Please fact check him. 😂"  
[X Link](https://x.com/_Sgr_A_Star/status/2010811502656438517)  2026-01-12T20:29Z [----] followers, [--] engagements


"$IREN short interest out. 👀"  
[X Link](https://x.com/_Sgr_A_Star/status/2010828995676315871)  2026-01-12T21:39Z [----] followers, 94.1K engagements


"@NighthawkTradez @Mr_Derivatives"  
[X Link](https://x.com/_Sgr_A_Star/status/2010841391601963511)  2026-01-12T22:28Z [----] followers, [---] engagements


"@XCapitalMgmt A good chunk will be associated with the convert hedging but it would still be the minority. If you look at the jumps at/around the converts it gives us a sense"  
[X Link](https://x.com/_Sgr_A_Star/status/2010923878735032768)  2026-01-13T03:56Z [----] followers, [----] engagements


"@holen_andreas @JonasH00722429 I'm not gonna lie woooosh. you kept me up at night knowing I'd disappointed you. lol If I don't put out something today and cc you on it I will shut down this account. *pinky swear*"  
[X Link](https://x.com/_Sgr_A_Star/status/2011130204903915932)  2026-01-13T17:36Z [----] followers, [--] engagements


"$IREN HC Wainwright updated their recommendation from "sell" to "buy" and updated their Target Price to $80. Rare for an analyst to go from sell to buy as they usually do it in steps sell - hold - buy. Analyst Mike Colonnese uses a Sum Of The Parts Valuation to land at his $80 Target Price: 4x BTC revenue 12.5x Fiscal year [----] EBITDA estimate ($1.8B) (that conservative EBITDA figure for F2027 leaves a lot of upside room) https://twitter.com/i/web/status/2011133240539779423 https://twitter.com/i/web/status/2011133240539779423"  
[X Link](https://x.com/_Sgr_A_Star/status/2011133240539779423)  2026-01-13T17:48Z [----] followers, [----] engagements


"Yes that's true - most analysts that use Sum Of The Parts as their valuation method actually value their non-operational capacity which HC Wainwright does not. They effectively assign $0 value to the 2GW of non-operational capacity. Even for their 1.8B EBITDA estimate for [----] there is a lot of room to the upside as that estimate implies an extremely conservative EBITDA margin or a very low revenue estimate. By my estimate CSP alone will likely generate 3B in revenue in F2027. And I'm confident EBITDA % will be higher than 60%. https://twitter.com/i/web/status/2011135193621639383"  
[X Link](https://x.com/_Sgr_A_Star/status/2011135193621639383)  2026-01-13T17:56Z [----] followers, [---] engagements


"@PDPhilaPhil My position is starting to get unhealthy. lol I like to deep dive my investments and appreciate like minded investors"  
[X Link](https://x.com/_Sgr_A_Star/status/2011173451894308976)  2026-01-13T20:28Z [----] followers, [--] engagements


"Nothing has even happened yet Phil The ramp from 50M (2025) to 10B in annual revenue will happen much faster than most think but. .an ARR of $7-10 by mid [----] would require an additional 460MW to 860MW of operational capacity on top of the already guided expansion that I just don't think is in the cards. I'm sure that capacity is coming I just don't think it will get here (commissioned) before mid [----]. Though I'll happily be proven wrong. But yes the rest is simple math. https://twitter.com/i/web/status/2011183791126298854 https://twitter.com/i/web/status/2011183791126298854"  
[X Link](https://x.com/_Sgr_A_Star/status/2011183791126298854)  2026-01-13T21:09Z [----] followers, [--] engagements


"It does in that it's baked into the revenue for Q3. So technically it is in both. but the Q4 estimate assumes the same Zava revenue because I apply the same multiplier we saw in Q3. Meaning any Zava revenue higher than Q3 helps make up the current 9M gap - which I would expect would be the case. Hope that makes sense RCD. https://twitter.com/i/web/status/2011291541244088649 https://twitter.com/i/web/status/2011291541244088649"  
[X Link](https://x.com/_Sgr_A_Star/status/2011291541244088649)  2026-01-14T04:17Z [----] followers, [---] engagements


"$IREN 👀 H100 rates continue to go up"  
[X Link](https://x.com/_Sgr_A_Star/status/2011479060652740773)  2026-01-14T16:42Z [----] followers, 14.8K engagements


"To my knowledge there hasn't been a single analyst aside from the jokers on X that have spoken poorly of the MSFT terms/deal. Most models the ones that matter (analysts) don't assign any value to any non-operational uncontracted capacity. Goldman Citizens HC Wainwright Compass and others don't assign a single dollar of value to any of their non-operational capacity. And those that do (Macquarie Bernstein etc.) assign an enterprise value that is a fraction of the EV if it were operational capacity. IMO the re-rating will come not based on improvement from the MSFT deal (though it would"  
[X Link](https://x.com/_Sgr_A_Star/status/2011652319486541918)  2026-01-15T04:11Z [----] followers, [----] engagements


"Additional grid connected capacity (OK) will definitely force a rerate from any analyst that assigns a value to any non-operational uncontracted capacity. Cantor Macquarie Bernstein Roth and the others that employ a SOTP valuation method would increase their enterprise value when new (OK) capacity is added. https://twitter.com/i/web/status/2011666336167182687 https://twitter.com/i/web/status/2011666336167182687"  
[X Link](https://x.com/_Sgr_A_Star/status/2011666336167182687)  2026-01-15T05:06Z [----] followers, [--] engagements


"$HIMS [--] week into 2026- this is how we look. I will add the guidance range and consensus data as it starts tricking in. Decent start. $HIMS The revenue projection for Q4 was simple: compare Q4 CC sales to Q3 CC Sales and apply the same sales to revenue multiple as Q3. That's it. Q3 CC Sales: $15718391 Q3 Revenue: $599M Q4 CC Sales: $15481257 (down 1.5%) Q4 Revenue: $590.2M projected. Under normal https://t.co/doqiV48nv8 $HIMS The revenue projection for Q4 was simple: compare Q4 CC sales to Q3 CC Sales and apply the same sales to revenue multiple as Q3. That's it. Q3 CC Sales: $15718391 Q3"  
[X Link](https://x.com/_Sgr_A_Star/status/2011668616123728284)  2026-01-15T05:15Z [----] followers, 10.6K engagements


"@compoundturtle_ I don't necessarily disagree with you. I do think a lot of the growth in [----] will come from the new verticals (including Zava)"  
[X Link](https://x.com/_Sgr_A_Star/status/2011835551121621006)  2026-01-15T16:19Z [----] followers, [--] engagements


"This data is correct. There is nothing "wrong" about this data. The correlation to revenue is an entirely different matter but this credit card sales data from a sample of 30M US based consumer credit card usage is correct. I largely agree with you Turtle. But I think the slow down is more of a sexual health headwind (transformation still ongoing). HERS may be growing like weeds but the new verticals remain to be seen"  
[X Link](https://x.com/_Sgr_A_Star/status/2011953785544077384)  2026-01-16T00:08Z [----] followers, [--] engagements


"It's early still. Looking forward to the earnings call and I hope they make some disclosures that allow us to back into some of the growth rates of the verticals (core zava glp1 etc.) This past quarter they offered literally nothing and I suspect to your point because the core business growth is low to flat. I'll give more thoughts around this come earnings. https://twitter.com/i/web/status/2011957260356870476 https://twitter.com/i/web/status/2011957260356870476"  
[X Link](https://x.com/_Sgr_A_Star/status/2011957260356870476)  2026-01-16T00:22Z [----] followers, [--] engagements


"@compoundturtle_ @BJ88254673 Sure I largly agree there too. But that's typically when they decide to launch a new vertical when the growth rate from the rest of the business starts to inflect. Mostly by design"  
[X Link](https://x.com/_Sgr_A_Star/status/2011959584848535655)  2026-01-16T00:32Z [----] followers, [--] engagements


"$IREN What's the over under on $MSFT getting Horizon [--] well before the end of the year AI is driving unprecedented demand for compute. The ability to rapidly design and construct data centers at scale is the critical bottleneck. $IREN s 1000+ site team at Childress is meeting that challenge head on and momentum is building for our AI Cloud deployment for https://t.co/EhzBSGAsOM AI is driving unprecedented demand for compute. The ability to rapidly design and construct data centers at scale is the critical bottleneck. $IREN s 1000+ site team at Childress is meeting that challenge head on and"  
[X Link](https://x.com/_Sgr_A_Star/status/2011964210234999271)  2026-01-16T00:50Z [----] followers, 11.5K engagements


"@IREN_Ltd Oh oh IREN laid off [---] workers Just last month it was [----] workers Now it's only [----]. 🧐😂"  
[X Link](https://x.com/_Sgr_A_Star/status/2011967965386924522)  2026-01-16T01:05Z [----] followers, [----] engagements


"@Agrippa_Inv @VanquishTrader If $IREN showed @VanquishTrader their "spreadsheet" gigawatts like the others have done he'd blush"  
[X Link](https://x.com/_Sgr_A_Star/status/2012237586509521220)  2026-01-16T18:56Z [----] followers, [---] engagements


"@Kajiastic I wouldn't say nothing. But I don't think new verticals come out of the gate running. Outside of GLP-1 most verticals take time to "move the needle""  
[X Link](https://x.com/_Sgr_A_Star/status/2012289447031668770)  2026-01-16T22:22Z [----] followers, [--] engagements


"@BagelC47 I'll settle for 30M :) The December exit run rate would have to be 18.75M for their guidance of 225M ARR to be met. But yes revenue growth is about to go parabolic starting next earnings call"  
[X Link](https://x.com/_Sgr_A_Star/status/2012731442887798936)  2026-01-18T03:39Z [----] followers, [---] engagements


"@tempocap2 RIP Umbi. I can barely enjoy my gains from the lows knowing Umbi capitulated. Sad"  
[X Link](https://x.com/_Sgr_A_Star/status/2012954529273348467)  2026-01-18T18:25Z [----] followers, [---] engagements


"@jiahanjimliu @SaiseiInvesting I have a $HIMS erectile dysfunction and hair loss subscription and I tell *everyone* I know. *facepalm emoji*"  
[X Link](https://x.com/_Sgr_A_Star/status/2013470332657819698)  2026-01-20T04:35Z [----] followers, [---] engagements


"@ScalpinRoc Barring any significant macro driven leg down - I think the downside is very limited. Grossly undervalued here"  
[X Link](https://x.com/_Sgr_A_Star/status/2013631660525527240)  2026-01-20T15:16Z [----] followers, [---] engagements


"@brianfry01 As I mentioned in his tweet. This would be fantastic.if it were true. It's not. MoneyQubit clearly doesn't understand what negative CCC is"  
[X Link](https://x.com/_Sgr_A_Star/status/2013825541401411704)  2026-01-21T04:06Z [----] followers, [---] engagements


"One thing to keep in mind is that $IREN broke the MSFT deal [--] days before the last earnings call. I'm sure they did it by design to allow the analysts a few days to digest the news and come up with necessary questions/answers on the earnings call. Will they do the same for this call When is the FYQ2 call https://twitter.com/i/web/status/2014396904457830476 https://twitter.com/i/web/status/2014396904457830476"  
[X Link](https://x.com/_Sgr_A_Star/status/2014396904457830476)  2026-01-22T17:57Z [----] followers, [---] engagements


"@MahkaBhee671 @IREN_Ltd I think giving the market a few days to digest the news and allow the analysts a few days to come up with questions for the earnings call is the right play. My body is ready. Is yours"  
[X Link](https://x.com/_Sgr_A_Star/status/2014451539549814793)  2026-01-22T21:34Z [----] followers, [---] engagements


"@sudokhanh @IREN_Ltd No they hadn't previous disclosed when the earnings call would be. Today was the day they disclosed it. In [----] and [----] their Q2 (Fiscal year) call was on Feb 14th and 15th. Going by that they are having it a week earlier but I wouldn't be reading too much into it"  
[X Link](https://x.com/_Sgr_A_Star/status/2014487715400896616)  2026-01-22T23:57Z [----] followers, [---] engagements


"No it's definitely not priced in. In fact I don't think think the MSFT deal is priced but that's neither here nor there. Fact is most analysts don't value any uncontracted non-operational capacity. Every deal forces a rerate because it forces all analysts to update their valuation models (EV/EBITDA). Based on their EV/Multiples - each new contracted Horizon adds $10 to their price target. And as much as we love to hate analysts the fact is they move the needle not us. https://twitter.com/i/web/status/2014494520092799314 https://twitter.com/i/web/status/2014494520092799314"  
[X Link](https://x.com/_Sgr_A_Star/status/2014494520092799314)  2026-01-23T00:24Z [----] followers, [---] engagements


"@gimgyujin16822 Keep the DD coming @gimgyujin16822 I don't speak Spanish but this is excellent due diligence"  
[X Link](https://x.com/_Sgr_A_Star/status/2014600042955604258)  2026-01-23T07:24Z [----] followers, [---] engagements


"@FundBreakdown @MattG0204 Credit card sales - a close to 30M sample of US consumer based credit card spending and transactions. very highly correlated to revenue. very"  
[X Link](https://x.com/_Sgr_A_Star/status/2015535390309155252)  2026-01-25T21:20Z [----] followers, [---] engagements


"Let's hope so. I expect their next ARR update once they contract the most recent 12.4K GPU purchase to be significantly above 500M. Their current guidance is " on track to achieve 500M ARR". At 500M ARR this is the payback for that batch: 674M / (275M * .98) = [---] year payback period. ARR would have to be 569M for the payback period to equal [--] years for this batch. 674/(344M*.98) = [--] year payback. https://twitter.com/i/web/status/1981044730445402560 https://twitter.com/i/web/status/1981044730445402560"  
[X Link](https://x.com/_Sgr_A_Star/status/1981044730445402560)  2025-10-22T17:07Z [----] followers, [---] engagements


"I know you're not asking me but this is how I see the ARR for IREN in [----] based on their current guidance(s). 225M by end of [----] (1/2 PG) 985M by end of Q1 [--] (PG + Horizon 1) 1790M by end of Q2 [--] (PG + Horizon 1-2 + 1/3 CF and Mac) 2595M by end of Q3 [--] (PG + Horizon 1-3 + 2/3 CF and Mac) 3400M by end of Q4 [----] (PG + Horizon 1-4 + CF and Mac) https://twitter.com/i/web/status/1997206402486734991 https://twitter.com/i/web/status/1997206402486734991"  
[X Link](https://x.com/_Sgr_A_Star/status/1997206402486734991)  2025-12-06T07:28Z [----] followers, [---] engagements


"Not true. The only misconception here is yours in thinking that IREN has to have all the money to acquire the GPUs. They don't. For the 5.8B of the GPU capex in the MSFT deal it's likely they only use 860M in equity (their own cash). The other 5B will come from the pre-payment $1.94B (33%) and debt financing $3.0B (52%). The 3B will be borrowed against the cashflows from the contract at an interest commensurate with the counterparties (MSFT) credit profile. The monthly revenue will easily cover the interest and principal from the loan and still leave positive cashflow. It's also likely the"  
[X Link](https://x.com/_Sgr_A_Star/status/2009854729212571681)  2026-01-10T05:08Z [----] followers, [---] engagements


"HC Wainwright is applying their valuation to their Bitcoing revenue estimate and their EBITDA estimate for fiscal year [----] (starts in Q3 [--] ends in Q2 27). 803M Bitcoin revenue estimate x [--] 1.8B CSP EBITDA estimate x [----] As I've told you now at least [--] times (ok 4) most analysts are valuing the company based on their estimates [--] months out. Based on HC's estimates (which has nothing to do with multiples) it's clear they're only including known operational capacity (MSFT included) in their [----] estimates. As I've said [--] other times any additional capacity (beyond what's known) that"  
[X Link](https://x.com/_Sgr_A_Star/status/2011140239004483938)  2026-01-13T18:16Z [----] followers, [---] engagements


"$HIMS The revenue projection for Q4 was simple: compare Q4 CC sales to Q3 CC Sales and apply the same sales to revenue multiple as Q3. That's it. Q3 CC Sales: $15718391 Q3 Revenue: $599M Q4 CC Sales: $15481257 (down 1.5%) Q4 Revenue: $590.2M projected. Under normal circumstances you'd like your model to use more than [--] period in any regression analysis but since the introduction of Zava it's no longer useful. Additionally since the company made no disclosures as to the performance of Zava in Q3 it makes isolating US based totals impossible. What we know for sure is that Q4 credit card sales"  
[X Link](https://x.com/_Sgr_A_Star/status/2011214837557440685)  2026-01-13T23:12Z [----] followers, 15.7K engagements


"$IREN Price of H100 GPUs rates continue to go up. Approximately an [--] month high. Even with the ramp up of Blackwell GPUs Hoppers still in high demand. 👀"  
[X Link](https://x.com/_Sgr_A_Star/status/2013519381142130731)  2026-01-20T07:50Z [----] followers, [----] engagements


"@Kajiastic @JoshInvestsAI I also own both. Because of the ratio I actually established a position in NBIS this week. But unlike my IREN position I don't yet call it an "investment". May they both makes us so much money we'll want to give it away"  
[X Link](https://x.com/_Sgr_A_Star/status/2016653790997598609)  2026-01-28T23:25Z [----] followers, [--] engagements


"@TheBigDegen No worse. But Bloomberg isn't"  
[X Link](https://x.com/_Sgr_A_Star/status/2016668343026307450)  2026-01-29T00:22Z [----] followers, [--] engagements


"@TheBigDegen Macro permitting this week should continue the momentum upward. With all the potential imminent catalysts leading up to the earnings call it's difficult not seeing price appreciation in the next [--] days. I'm positioned accordingly 🤝"  
[X Link](https://x.com/_Sgr_A_Star/status/2016691063180935383)  2026-01-29T01:53Z [----] followers, [--] engagements


"@NighthawkTradez Let's first hold on to:"  
[X Link](https://x.com/_Sgr_A_Star/status/2016929951644340314)  2026-01-29T17:42Z [----] followers, [---] engagements


"No. There is currently [--] Bitcoin Data Center halls but Horizon 5-10 would only require [--] (3 for each Horizon). The [--] data center halls that will be "demolished" have already been identified - and they indicated which in the rendered design of a full CSP Childress. Those [--] DC halls will be replaced with the liquid cooling hardware for the remaining [--] DC halls. Below is the [--] data center halls as they sit today the rendered redesign of Horizon 5-10 the the company provided months ago and a photoshop satellite image of what Horizon 5-10 will look like when done"  
[X Link](https://x.com/_Sgr_A_Star/status/2017075871627317258)  2026-01-30T03:22Z [----] followers, [----] engagements


"@PDPhilaPhil @NighthawkTradez I say Monday. Though I only put the odds of it at 55%"  
[X Link](https://x.com/_Sgr_A_Star/status/2017770873206514080)  2026-02-01T01:23Z [----] followers, [--] engagements


"The pre-payment will also come in [--] tranches paid just prior to the delivery of each [--] of the GPU tranches. What the flow will look like: Tranche [--] March: [--]. MSFT-485M➡ IREN (Right before delivery) [--]. DELL-19000+ GPUs➡IREN (March delivery) [--]. IREN-485M+965M (financed)➡Dell (Within [--] days of delivery) Tranche [--] June: Same Tranche [--] Sep: Same Tranche [--] Dec: Same (Technically there will be "several" tranches starting in March but I would expect several means 4) https://twitter.com/i/web/status/2001941006690984287 https://twitter.com/i/web/status/2001941006690984287"  
[X Link](https://x.com/_Sgr_A_Star/status/2001941006690984287)  2025-12-19T09:01Z [----] followers, [---] engagements


"$HIMS Intra-week update time at the request of @Viniciu32103530 [--] days into Q4. YOY Change: 14.9% Projected Revenue: $614M And the beat goes on. need a solid last [--] weeks for $HIMS to close out the year. $HIMS Intra-week update time at the request of our resident HIMS quant @NighthawkTradez . [--] days into Q4: YOY Change: 14.5% Projected Revenue: 611.3M Q4 is playing out like a few us called for - strength into the close of the quarter (unlike Q2 and Q3). Likely due to the https://t.co/2zASdjhSxx $HIMS Intra-week update time at the request of our resident HIMS quant @NighthawkTradez . [--] days"  
[X Link](https://x.com/_Sgr_A_Star/status/2003518738222710975)  2025-12-23T17:31Z [----] followers, 19.3K engagements


"@Viniciu32103530 Sure so this model accounts for that now though. It assigns the same ratio of sales to revenue in Q4 as we saw in Q3. And right now apples to apples (with Q3) the data says 614M"  
[X Link](https://x.com/_Sgr_A_Star/status/2003537238924447972)  2025-12-23T18:44Z [----] followers, [---] engagements


"@scludweed And nothing has even happened yet The real traction in the business starts now (2026). I expect cloud revenue to go from. 2Q25A: 7.2M 3Q25E: 32M 1Q26E: 150M 2Q26E: 348M 3Q26E:553M 4Q26E: 758M If [----] was a bull-ride [----] is going to be a rollercoaster"  
[X Link](https://x.com/_Sgr_A_Star/status/2006493207878840541)  2025-12-31T22:30Z [----] followers, [---] engagements


"The point I was trying to make was that the MSFT deal is a good deal on its own. I don't subscribe to the sentiment by many that the economics were poor relative to others neoclouds. Not getting rates in the mid-3s although they'd be welcomed wouldn't be bearish from my pov. I'm firmly in the CSP camp so long as the contract lengths are long duration (years). To me it's the contract lengths that unlocks the CSP business. Dan's tweet signals no change in direction. They will continue to "bet" on CSP. https://twitter.com/i/web/status/2007753332895646138"  
[X Link](https://x.com/_Sgr_A_Star/status/2007753332895646138)  2026-01-04T09:57Z [----] followers, [---] engagements


"This is exactly the way to think about this quarter. 1Q25 saw very high GLP1 sales because it pulled forward a lot of sales after the tirzepatide shortage was declared over. 1Q26 has Europe Canada and the new verticals that were not in the base in [----]. (I think the revenue number will trend upward this quarter) https://twitter.com/i/web/status/2015537664104210734 https://twitter.com/i/web/status/2015537664104210734"  
[X Link](https://x.com/_Sgr_A_Star/status/2015537664104210734)  2026-01-25T21:30Z [----] followers, [---] engagements


"You're completely ruining CK Capital's pump Alex Please let the guy misinform everyone and pump his bags It's obvious they moved up earnings specifically for AWS. Although now that I think about it they're also moving up their earnings to report with Roblox or Reddit or Cigna or Chevron Wow IREN making lots of deals https://twitter.com/i/web/status/2018446306214297750 https://twitter.com/i/web/status/2018446306214297750"  
[X Link](https://x.com/_Sgr_A_Star/status/2018446306214297750)  2026-02-02T22:07Z [----] followers, [---] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing