#  @edge_of_power Edge Of Power Edge Of Power posts on X about $iren, $cifr, $nbis, ai the most. They currently have [-----] followers and [---] posts still getting attention that total [-------] engagements in the last [--] hours. ### Engagements: [-------] [#](/creator/twitter::1941452863869521920/interactions)  - [--] Week [-------] +241% - [--] Month [---------] +36% - [--] Months [---------] +1,893% ### Mentions: [--] [#](/creator/twitter::1941452863869521920/posts_active)  - [--] Week [---] -2.30% - [--] Month [---] +2.10% - [--] Months [-----] +370% ### Followers: [-----] [#](/creator/twitter::1941452863869521920/followers)  - [--] Week [-----] +6.40% - [--] Month [-----] +36% - [--] Months [-----] +1,180% ### CreatorRank: [------] [#](/creator/twitter::1941452863869521920/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) #628 [technology brands](/list/technology-brands) #7856 [finance](/list/finance) #1590 [cryptocurrencies](/list/cryptocurrencies) 11.35% [countries](/list/countries) #6943 [celebrities](/list/celebrities) 2.7% [financial services](/list/financial-services) 2.16% [currencies](/list/currencies) 1.08% [exchanges](/list/exchanges) 0.54% [travel destinations](/list/travel-destinations) 0.54% **Social topic influence** [$iren](/topic/$iren) #114, [$cifr](/topic/$cifr) #88, [$nbis](/topic/$nbis) #66, [ai](/topic/ai) 9.73%, [$crwv](/topic/$crwv) #32, [$nvda](/topic/$nvda) #1391, [$wulf](/topic/$wulf) #22, [money](/topic/money) 5.95%, [$googl](/topic/$googl) #120, [$goog](/topic/$goog) #2 **Top accounts mentioned or mentioned by** [@mrmag314](/creator/undefined) [@mrknowtalk](/creator/undefined) [@bitcoinbutcher1](/creator/undefined) [@mart27tan](/creator/undefined) [@user889889](/creator/undefined) [@frandsenhanz](/creator/undefined) [@waltek192](/creator/undefined) [@tommyleed8888](/creator/undefined) [@orangeman1992](/creator/undefined) [@noel_moore](/creator/undefined) [@howietan88](/creator/undefined) [@joeperry1963](/creator/undefined) [@bitcoinaiguy](/creator/undefined) [@bcrytpm](/creator/undefined) [@aisavvycapital](/creator/undefined) [@longinvest32](/creator/undefined) [@perry_lin1](/creator/undefined) [@treasurybill](/creator/undefined) [@jiahanjimliu](/creator/undefined) [@rklbsfan](/creator/undefined) **Top assets mentioned** [Iris Energy Limited (IREN)](/topic/$iren) [Cipher Mining Inc. Common Stock (CIFR)](/topic/$cifr) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [CoreWeave, Inc (CRWV)](/topic/$crwv) [NVIDIA Corp. (NVDA)](/topic/$nvda) [TeraWulf Inc. (WULF)](/topic/$wulf) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Microsoft Corp. (MSFT)](/topic/microsoft) [Micron Technology, Inc. (MU)](/topic/$mu) [Bitcoin (BTC)](/topic/bitcoin) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Oracle Corporation (ORCL)](/topic/$orcl) [Metadium (META)](/topic/$meta) [Duolingo, Inc. (DUOL)](/topic/$duol) [CatCoin (CAT)](/topic/$cat) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [Now Coin (NOW)](/topic/$now) [Advanced Micro Devices (AMD)](/topic/$amd) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Morgan Stanley (MS)](/topic/morgan-stanley) [Salesforce Inc (CRM)](/topic/$crm) [AppLovin Corporation (APP)](/topic/$app) [Galaxy Digital Inc. (GLXY)](/topic/$glxy) [Eli Lilly and Company (LLY)](/topic/$lly) [Adobe, Inc. (ADBE)](/topic/$adbe) [Texas Pacific Land, Corp. (TPL)](/topic/$tpl) [Goldman Sachs (GS)](/topic/goldman-sachs) [WhiteFiber, Inc. (WYFI)](/topic/$wyfi) [GE Vernova Inc. (GEV)](/topic/$gev) [Hut [--] Mining Corp. (HUT)](/topic/$hut) [ServiceNow Inc (NOW)](/topic/servicenow) ### Top Social Posts Top posts by engagements in the last [--] hours "Japan is officially dropping hundreds of billions to bankroll a massive data center build-out on U.S. soil. With SoftBank and Howard Lutnick at the helm all signs point to this being the infrastructure backbone for OpenAIs Project Stargate. And a boost for $ORCL - probably. The connections with Lutnick run deep: in October [----] his company Cantor Fitzgerald co-led the IPO for $FRMI valuing the company at over $12.5B with Kyle Lutnick publicly celebrating the deal. What if this company also needs Japanese money Were talking about a $550B war chest. At $50B per GW this should fund roughly [--] GW" [X Link](https://x.com/edge_of_power/status/2021872899712340065) 2026-02-12T09:03Z [----] followers, 114.5K engagements "$GOOG is in talks for a massive 250MW data centre in West Texas negotiating directly with Bolt Data and Energy. For $IREN and $CIFR its not the good news The firm co-founded by former Google CEO Eric Schmidt has partnered with Texas Pacific Land $TPL to secure a strategic site for a major data center campus. The deal is built around TPLs unique resource stack: [------] acres of land with built-in access to natural gas renewable energy and dedicated water services for cooling. While the final terms are still being hammered out the scale of the project points toward a long-term infrastructure" [X Link](https://x.com/edge_of_power/status/2021173699953488355) 2026-02-10T10:45Z [----] followers, 42.9K engagements "$Meta said it will spend more than $10 billion to build a data center campus in Lebanon Indiana. When will we finally see this kind of news for $IREN and when will the stock decouple from $BTC Getting added to the index hasn't helped so far and Im skeptical itll move the needle much. We absolutely must see a deal before the next earnings report management simply has no other choice. Right now the market doesn't care which miners are making what from Bitcoin; theyre all just traded as a single basket of high-risk junk. In my view theyre actually well-positioned because theyre essentially" [X Link](https://x.com/edge_of_power/status/2021654425865990230) 2026-02-11T18:35Z [----] followers, [----] engagements "$NBIS is projecting a 40% adjusted EBITDA margin for [----] which is a very solid number for an AI infrastructure play in hyper-growth mode. Even though they expect EBIT to remain in the red due to massive R&D and GPU deployment that 40% margin shows the underlying business is efficient. The company is planning to drop $16B$20B in CapEx for [----] to scale their capacity. Thats very close to $CRWV level. To fund this without heavy shareholder dilution theyre looking at adding corporate debt and asset-backed financing to the balance sheet. Basically they are burning cash on hardware and" [X Link](https://x.com/edge_of_power/status/2021940671507005842) 2026-02-12T13:33Z [----] followers, [----] engagements "But @brian_armstrong sold all he could $COIN I hope that $HOOD wont follow suit BREAKING: Coinbase $COIN says many users currently unable to buy sell or transfer crypto. https://t.co/HMZEoKlJAT BREAKING: Coinbase $COIN says many users currently unable to buy sell or transfer crypto. https://t.co/HMZEoKlJAT" [X Link](https://x.com/edge_of_power/status/2022023280828592219) 2026-02-12T19:01Z [----] followers, [---] engagements "Cantor sets $100 PT for $IREN The highest on Wall Street They also have $28 PT for $RDW so I would take it with a grain of salt but nevertheless" [X Link](https://x.com/edge_of_power/status/1978050866998358215) 2025-10-14T10:50Z [----] followers, 17K engagements "$NBIS $IREN Everyone's tired of this selloff so I wrote up my thoughts for Substack - sell everything nuclear winter is coming No wait - or sell everything while posting "buy the dip 🚀" for everyone else Judge for yourself I need to get out before the close https://edgeofpower.org/p/the-market-just-gave-you-a-30-discount https://edgeofpower.org/p/the-market-just-gave-you-a-30-discount" [X Link](https://x.com/edge_of_power/status/1988710577167094205) 2025-11-12T20:48Z [----] followers, [----] engagements "$IREN $CIFR Goldman: Electricity is becoming a critical factor for AI infrastructure Goldman Sachs notes that access to reliable electricity is emerging as a key variable in the global AI race. According to the bank the U.S. currently accounts for 44% of global data-center capacity or more than [--] GW. Demand is rising quickly: data centers already consume 6% of all U.S. electricity by [----] this could rise to 11% U.S. grid spare capacity has dropped from 26% to 19% over the last five years [--] of [--] regions are now classified as tight Goldman also highlights that in several scenarios spare" [X Link](https://x.com/edge_of_power/status/1988976373247930875) 2025-11-13T14:24Z [----] followers, 10.2K engagements "Citi resumed $CRWV with a Buy rating and a $135 vs $192 PT right after the OpenAI fundraising. Its still 100% upside despite bad earnings. Against that backdrop its not surprising that $WYFI has already started seeing meaningful upside after its deal. Analysts are now shifting focus to a different question: which miners and infrastructure players can actually dictate terms. The re-rating is no longer just about megawatts or headline pricing but about negotiating power. Thats exactly why Craig-Hallum described the $HUT deal as legendary. Not because of price alone but because it demonstrated a" [X Link](https://x.com/edge_of_power/status/2001984398464335988) 2025-12-19T11:54Z [----] followers, [----] engagements "@briefing_block_ Anyway some small caps are punished $ARCH $AMPX $SOUN and software $CRM is down 4%" [X Link](https://x.com/edge_of_power/status/2011122469122519208) 2026-01-13T17:05Z [----] followers, [---] engagements "$IREN $CIFR The ban on gas turbines for xAI provides a massive tailwind for $IREN and its green generation. Elon Musks xAI wont be able to use natural gas-burning turbines to build out its future data centers like it did in Memphis following an EPA rule update this week. While Elon tried to "hack the system" by hauling gas turbines on trailers to Memphis and labeling them mobile engines to bypass the red tape the EPA has officially closed that loophole. Now its simple: if you want gigawatts you either wait [--] years for a grid connection or go through the hell of permitting for stationary" [X Link](https://x.com/edge_of_power/status/2012511256188527013) 2026-01-17T13:04Z [----] followers, 185.2K engagements "$NUAI Would anyone honestly think that compliance would ever allow a hyperscaler to sign a contract with a company whose CEO and two associates were sued by the New Mexico Attorney General in late December The lawsuit accuses them of a fraudulent scheme involving oil and gas wells. The suit filed in the First Judicial District Court names New Era Energys Chairman and CEO Everett Willard Gray II along with Robert K. Stitzel and Marquis Reed Gilmore Jr. alleging they pocketed revenues from hundreds of oil and gas wells in New Mexico through shell corporations while evading environmental" [X Link](https://x.com/edge_of_power/status/2014658931570704676) 2026-01-23T11:18Z [----] followers, 15K engagements "$NVDA the dominant maker of artificial intelligence chips invested an additional $2 billion in $CRWV Inc. to help speed up an effort to add more than [--] gigawatts of AI computing capacity by [----]. Nvidia purchased CoreWeave Class A common stock at $87.20 a share the companies said Monday. As part of the collaboration CoreWeave will be among the first to deploy forthcoming Nvidia products including storage systems and a new central processing unit or CPU. Nvidia already a CoreWeave investor previously agreed to buy more than $6 billion in services from the firm through [----] - Bloomberg" [X Link](https://x.com/edge_of_power/status/2015774742058336458) 2026-01-26T13:12Z [----] followers, [----] engagements "$DUOL and $CHGG are falling after $GOOG rolled out free SAT practice exams directly within Gemini. On top of that Google Translate can now hold conversations in multiple languages meaning you can practice speaking right inside the app. Its only in beta for now but the writing is on the wall: niche software companies targeting B2C are in the line of fire especially those with zero corporate clout. Its clear that once Google makes a move they dont stop. theyll keep aggressivey expanding their edtech footprint. This is just another reason to be extremely cautious with software stocks even after" [X Link](https://x.com/edge_of_power/status/2015822296842391566) 2026-01-26T16:21Z [----] followers, [---] engagements "If $ORCL offloads Cerner which they shelled out $28B for it would finally let them take a massive hacksaw to a debt load that's been ballooning by tens of billions. Analysts were already calling this deal a bust back in August pointing out that Oracle is bleeding market share in the healthcare space. Since the [----] acquisition Oracle Health has seen client satisfaction stall and has lost [--] unique acute care customers including heavyweights like Intermountain Health UPMC and Henry Ford Health. The competitive landscape is even more brutal. Epic is eating Oracles lunch controlling over 42% of" [X Link](https://x.com/edge_of_power/status/2016093546051178856) 2026-01-27T10:18Z [----] followers, [----] engagements "👀 $IREN +13% $CIFR +13% $WULF +11% Whats going on $BTC is only 1% up Algos again or big fund already read my article about NeoClouds consolidation Of were talking about algos then tomorrow we can see a pullback. Or maybe ppl buy them before $META earnings. Thoughts" [X Link](https://x.com/edge_of_power/status/2016244707253248501) 2026-01-27T20:19Z [----] followers, [----] engagements "$AMZN announced plans to terminate about [-----] corporate employees ratcheting up efforts to streamline bureaucracy amid rising competition over artificial intelligence Minus 30k jobs in a few months $ASML cut [----] jobs AI bubble is real 🤡" [X Link](https://x.com/edge_of_power/status/2016463031832551891) 2026-01-28T10:47Z [----] followers, [----] engagements "$IREN $NBIS GE Vernovas Q4 earnings have become a direct read-through on how much capital is already being deployed into data centers and electricity infrastructure. $GEV Turbines are effectively sold out through [----]. This is not an outlook or an expectation but contracted demand. $59.3B of orders in [----] (+34% organically) and a $150B backlog indicate that new data centers require additional baseload generation capacity Gas turbines long-cycle services transmission equipment substations and power conversion systems are the physical inputs behind AI infrastructure. These segments are driving" [X Link](https://x.com/edge_of_power/status/2016610855958253664) 2026-01-28T20:34Z [----] followers, [----] engagements "Microsoft shares fell 7% after the software maker issued quarterly results Earnings per share: $4.14 adjusted vs. $3.97 expected Revenue: $81.27 billion vs. $80.27 billion expected Cloud revenue was $32B and increased 29% Microsofts revenue grew 17% YoY $MSFT" [X Link](https://x.com/edge_of_power/status/2016619075661664613) 2026-01-28T21:07Z [----] followers, [----] engagements "$MSFT isnt just burning our money; its creating added value. $RR cooked up a press release about some sham partnership which pumped the stock 40% in a single day. Then the very next day the company hit shareholders with a dilution. Im curious to see what the SEC does if all of this is true. If youve been following me you know Ive been saying to stay away from this paper since last summer. When I dug into their financials I realized theyre spending less on R&D than they are on G&A. BREAKING: Microsoft denies "commercial" relationship with Richtech Robotics after $RR added $370 million in" [X Link](https://x.com/edge_of_power/status/2016932822104039675) 2026-01-29T17:53Z [----] followers, [----] engagements "Someone told @markminervini about neoclouds and he just dumped them all into one pile and labeled them energy providers. $IREN and $BE together what an absolute mess. $NBIS also turned into an energy provider. Hope @romanchernin doesnt see this or hell have a heart attack. So a guy who wrote a bunch of trading books hasnt even heard of $IREN. That tells you what kind of bubble were living in here. Youre seeing a pullback in AI data-center energy providerswhat I like to call the picks and shovels of AI. Names like $HUT $BE $NBIS $APLD $IREN $WULF and $CIFR are pulling back today but I doubt AI" [X Link](https://x.com/edge_of_power/status/2016940486251204930) 2026-01-29T18:24Z [----] followers, [----] engagements "Melius Research argues that in software only a narrow group will truly survive the next phase: $IBM and a handful of companies tied directly to infrastructure. Everything else increasingly looks optional. $NOW is still trading at around 70x trailing earnings while $CRM has already compressed to roughly 30x. On a forward basis the gap remains wide: about 32x for NOW versus 17x for CRM. That raises a very practical question: does it make sense to step into NOW even around $116 despite the fact that it has embedded itself deeply into large enterprise workflows Compared to CRM there is still" [X Link](https://x.com/edge_of_power/status/2017142687132954980) 2026-01-30T07:47Z [----] followers, [----] engagements "$APP is down 11% Revenue +68% YoY to $1.41B. Net income +92% YoY to $836M. Adjusted EBITDA margin 81%. $1.05B free cash flow in a single quarter. Buyback authorization increased by $3.2B. And yet the stock is down in a broad selloff across software names. Looks like everyone stopped building mobile apps and switched to vibe coding. Except even vibe-coded apps still need users and users dont magically appear without ads. So either demand for attention suddenly went to zero or the market just decided to pretend mobile monetization died overnight." [X Link](https://x.com/edge_of_power/status/2017276993943875774) 2026-01-30T16:41Z [----] followers, [----] engagements "$NBIS is a miner. Now its official Welcome to the fam bro 👊🏻" [X Link](https://x.com/edge_of_power/status/2017299736995242383) 2026-01-30T18:11Z [----] followers, [----] engagements "As I said before companies developing consumer-facing software will take the biggest hit from AI. Today $U and $TTWO are tanking because $GOOG has set its sights on the gaming industry. I suspect this is exactly why $APP is dropping for me as well. That said I bought $NOW at a forward P/E of [--] it doesn't look that insane anymore and the company posted strong earnings. Maybe "vibe coding" will catch up to it eventually but when else are you going to buy if not after a dip like this Enterprise software is going to hold out much longer than retail. Wow. Just made my first AI video game with" [X Link](https://x.com/edge_of_power/status/2017328213543063856) 2026-01-30T20:05Z [----] followers, [----] engagements "$IREN $NBIS Very important update about data centers' energy demands from $CAT call. Joe Creed CEO: We anticipate growth in power generation for both Cat reciprocating engines and Solar Turbines driven by increasing energy demand to support data center build-out related to cloud computing and generative AI. Additionally were starting to see orders for prime power trend higher as data center customers look for alternative power solutions to keep pace with their growth. For example yesterday we announced an order for [--] gigawatts of reciprocating generator sets for a prime power application from" [X Link](https://x.com/edge_of_power/status/2017379757201990127) 2026-01-30T23:29Z [----] followers, [----] engagements "@HyperAICapital Honestly this is just a conspiracy theory and doesn't mean a thing. The real needle-movers are the construction permit for Independence in [--] weeks and the potential ClickHouse update" [X Link](https://x.com/edge_of_power/status/2017884813131239506) 2026-02-01T08:56Z [----] followers, [---] engagements "Heres what Im looking for in the $IREN earnings report. First Id like to see the stock at least hold its current levels though how realistic that is with Bitcoin under $80k remains to be seen. This might be a make-or-break moment for a decoupling among miners which currently all trade exactly the same. Even $NBIS has become a miner for algos. Honestly Im dreading Monday; days like Friday just suck. Anyway whatever. Theres gotta be a deal soon no point in dragging this out. Hyperscalers don't give a shit if SW1 is hooked up yet or not; they can sign whenever they want. Hard to say if it'll be" [X Link](https://x.com/edge_of_power/status/2017955984044433462) 2026-02-01T13:39Z [----] followers, 29.7K engagements "$ORCL is now funding its data centers the same way $IREN and $CIFR do - through ATMs and converts - diluting Larry Ellisons stake for the first time in years. Thats the price of success. For the first time the company also grouped all its major clients together including $META $AMD and xAI. Even with the Elon connection this is the first time Ive seen them referenced as a core client. I could be wrong but its a notable shift. This move could be a precursor to selling off Cerner (their healthcare unit) and the [----------] job cuts Ive mentioned before. The company can no longer rely on issuing" [X Link](https://x.com/edge_of_power/status/2018177863191597386) 2026-02-02T04:21Z [----] followers, [----] engagements "Honestly does reputation even mean anything anymore Is $ORCL really not the least bit bothered that their offering is being handled by $GS especially when the bank's top lawyer apparently valued her connection to Epstein Not a chance. Nothing changes until theres a hit to the bottom line until people actually refuse to take money from anyone tied to a pedo. Nothing on Wall Street is going to change until institutional investors and major shareholders start dumping assets en masse over reputational risks. To them its just "noise" they have to outlast. The most cynical part is how they all push" [X Link](https://x.com/edge_of_power/status/2018256472765796423) 2026-02-02T09:33Z [----] followers, [---] engagements "The $NBIS report 2/12 is a crucial chance to see the actual margins on the $MSFT deal and the execution progress on the project that could add another $2B. Q325 revenue was up 4x YoY to $146M and while the growth is insane the market is now in a 'Show me the money' phase. Investors want to know when they hit positive cash flow especially after that $119M net loss. That said the core infrastructure business is already hitting a nearly 19% adjusted EBITDA margin. Thats a massive statement and it proves the unit economics work even while theyre scaling. If they hit the $7-9B ARR target with" [X Link](https://x.com/edge_of_power/status/2018303107344593403) 2026-02-02T12:38Z [----] followers, [----] engagements "@ChrisKing189362 @mrmag314 When you're buying a shitco you've gotta dig up the dirt 😁😁😁" [X Link](https://x.com/edge_of_power/status/2018377061480468705) 2026-02-02T17:32Z [----] followers, [--] engagements "$WULF has significantly expanded its footprint and bought the sites with power already connected +1.5GW Theyre gearing up to handle a new order from their masters at $GOOG. We're expecting either Fluidstack or Anthropic. This new capacity is a game changer it puts them right up there with $IREN and $CIFR In Kentucky TeraWulf has acquired a former industrial site in Hawesville. The site includes more than [---] buildable acres for compute capacity and offers immediate access to robust power infrastructure including multiple high-voltage transmission lines an on-site energized substation and a" [X Link](https://x.com/edge_of_power/status/2018442294157050096) 2026-02-02T21:51Z [----] followers, [----] engagements "@HowieTan88 $WULFs sites aren't exactly direct competitors to what $IREN has. Theyve got everything dialed in for $NVDA chips which requires massive investment on top of what WULF already spent but yeah the trend is obvious. guys are catching up" [X Link](https://x.com/edge_of_power/status/2018459280538759525) 2026-02-02T22:59Z [----] followers, [---] engagements "I'm looking at the analysts and $2230 seems to be the consensus. Of course things could go south. Data centers are currently mooning and a Bitcoin crash is always a possibility but $CIFR doesn't really depend on BTC that much anymore. Theyre pulling in $55M a quarter from mining which is basically just enough to cover five square meters of the data centers theyre building. There could be some kind of tectonic shift in the market where we suddenly don't need this much capacity. Honestly I'm nervous too https://twitter.com/i/web/status/2018673202675745116" [X Link](https://x.com/edge_of_power/status/2018673202675745116) 2026-02-03T13:09Z [----] followers, [---] engagements "$CIFR has announced a $2B private offering of senior secured notes due [----]. The proceeds will be used to complete the construction of the Black Pearl Facility and fund debt service reserves. This facility is being developed for AWS under a $5.5B contract and must start working at the August 💪🏻 Bullish @edge_of_power This just came up https://t.co/clpts7tzs2 @edge_of_power This just came up https://t.co/clpts7tzs2" [X Link](https://x.com/edge_of_power/status/2018688630886199422) 2026-02-03T14:10Z [----] followers, [----] engagements "$AMD CEO: Hyperscalers Expanding Infrastructure to Meet Growing Cloud-Services Demand in Al Still the stock is down 9%" [X Link](https://x.com/edge_of_power/status/2018823069150986565) 2026-02-03T23:05Z [----] followers, [---] engagements "My buddy used vibe coding to build himself a language-learning app for multiple languages at once. So the question is will he keep paying for $DUOL And what's the deal with those accounts constantly posting revenue growth charts These people don't get that a crash happens in a single day they're completely blind to whats coming. Im no software expert but my gut tells me that apps targeting regular consumers will be the first to go. Theres no point in paying for ChatGPT or $DUOL. But ditching something like $NOW or $CRM will be a lot harder because theyre baked into the corporate structure. I" [X Link](https://x.com/edge_of_power/status/2018835520164606367) 2026-02-03T23:54Z [----] followers, [---] engagements "Thats what Im talking about. Vibe coding is perfectly fine for personal use or simple apps. But to get something to a high level professional engineers still need to step in and refine it. Some people won't want to deal with that at all. Its definitely not a reason for a total sell-off. However apps built around a single specific task are going to have a very tough time. https://twitter.com/i/web/status/2018842862411018256 https://twitter.com/i/web/status/2018842862411018256" [X Link](https://x.com/edge_of_power/status/2018842862411018256) 2026-02-04T00:23Z [----] followers, [--] engagements "@ScottWebb0880 Agree here $hut is also doing great" [X Link](https://x.com/edge_of_power/status/2018845396311896511) 2026-02-04T00:33Z [----] followers, [---] engagements "$GLXY is more tethered to Bitcoin because it's primarily a financial platform plus they lease space to $CRWV. $IREN simply doesn't have that kind of business model. But could they drop Of course they could. Anything can happen in a market like this. A good sign though is that $CIFR held its ground after the bond issuance. https://twitter.com/i/web/status/2018916557288509619 https://twitter.com/i/web/status/2018916557288509619" [X Link](https://x.com/edge_of_power/status/2018916557288509619) 2026-02-04T05:16Z [----] followers, [---] engagements "@mrknowtalk Of course they do as a miner but $GLXY is a crypto bank. When $BTC is falling ppl make less transactions. Thats the core business. While $IREN is only mining in will transform everything into data centres eradicating mining completely" [X Link](https://x.com/edge_of_power/status/2018919109216600485) 2026-02-04T05:26Z [----] followers, [---] engagements "WSJ is bashing Copilot but I caught an interesting detail in the piece regarding $MSFT's compute constraints: The effort to train proprietary models has been hampered by a shortage of computing capacity with the company rationing server time to ensure availability for OpenAI and other customers of its Azure cloud service. On a number of benchmark tests Microsofts flagship proprietary AI model ranks well below competitors. Its a very good sign for NeoClouds like $IREN and $NBIS to pick up more deals seeing as even the cloud leader can't meet its own internal demands." [X Link](https://x.com/edge_of_power/status/2018922251471495508) 2026-02-04T05:39Z [----] followers, [---] engagements "@DrTomsLens Dont stop pitching $DUOL bro you got so much to learn 🤡" [X Link](https://x.com/edge_of_power/status/2018924756842758240) 2026-02-04T05:49Z [----] followers, [---] engagements "@HowieTan88 $2 subscription pays off more than $MSFT haha. Thanks man Appreciate" [X Link](https://x.com/edge_of_power/status/2018942905511993475) 2026-02-04T07:01Z [----] followers, [---] engagements "Imagine holding $PYPL for [--] years and thinking you're sane I'm adjusting my $PYPL price target from $125 to $101. It represents: - A 140% potential upside from current price of $42 - A potential 28% CAGR return over the next [--] years I'll post my updated valuation model tomorrow and no I'm not selling a single share. I'm adjusting my $PYPL price target from $125 to $101. It represents: - A 140% potential upside from current price of $42 - A potential 28% CAGR return over the next [--] years I'll post my updated valuation model tomorrow and no I'm not selling a single share" [X Link](https://x.com/edge_of_power/status/2018959198147522647) 2026-02-04T08:05Z [----] followers, [----] engagements "Despite the solid offering it didn't save $CIFR miners are tanking between 7-12%. It feels like the carnage in software stocks has triggered margin calls across the board forcing people to liquidate everything or just flee to cash. $BTC is sitting at a critical $75k level. $IREN -11% $NBIS -7% *TALK: BLACK PEARL COMPUTE $2B NOTES 6.375%: BN CIFR looks to be pricing at 6.375% vs CRWV 9.25% APLD 9.25% and WULF 7.75%. Tighter spread reflects the A1-rated Amazon completion guarantee which covers construction cost overruns and eliminates the tenant walk-away risk *TALK: BLACK PEARL COMPUTE $2B" [X Link](https://x.com/edge_of_power/status/2019067947080171643) 2026-02-04T15:18Z [----] followers, [----] engagements "After you checked the market $IREN $CIFR" [X Link](https://x.com/edge_of_power/status/2019084533618876811) 2026-02-04T16:24Z [----] followers, [----] engagements "@Joeperry1963 small craps i'll do exactly the same. Mike was pumping $ASST while he could so you did the right thing. I sold $NOW to buy $CIFR" [X Link](https://x.com/edge_of_power/status/2019098783900991816) 2026-02-04T17:20Z [----] followers, [---] engagements "@yianisz If your logic is true then every miner issued bonds at the same time. so lame" [X Link](https://x.com/edge_of_power/status/2019108425926603235) 2026-02-04T17:58Z [----] followers, [---] engagements "The market has lost its mind everyones bailing on AI. Heres my take: the panic that started with SaaS companies has snowballed into a mass exodus from anything AI-related. Obviously $IREN dropping 18% and $CIFR tanking 20% feels like overkill but the market couldn't care less right now. Maybe it was $AMD s decent-but-not-great earnings that triggered it or maybe its a "Black Swan" event where the SaaS sell-off combined with $BTC weakness led to a blanket dump of all tech in favor of industrials. But lets be real industrials aren't exactly cheap either and they won't see much growth without" [X Link](https://x.com/edge_of_power/status/2019118463927689313) 2026-02-04T18:38Z [----] followers, 12.2K engagements "@Hank_BTC_1 Ive sold $MU puts thats all I came up with plus $CIFR calls" [X Link](https://x.com/edge_of_power/status/2019144656769151368) 2026-02-04T20:22Z [----] followers, [---] engagements "$GOOG -5% WTF Earnings per share: $2.82 vs. $2.63 estimated Revenue: $113.83 billion vs. $111.43 billion estimated CEO Sundar Pichai Said "Our first party models like Gemini now process over [--] billion tokens per minute via direct API use by our customers and the Gemini App has grown to over [---] million monthly active users." Its on par with ChatGPT Alphabet's Q4 results show a 48% surge in Google Cloud revenue to $17.7 billion and a 14% increase in Google Services to $95.9 billion. Meanwhile the company anticipates massive CapEx investments for [----] projected to range between $175 billion" [X Link](https://x.com/edge_of_power/status/2019156848201310442) 2026-02-04T21:11Z [----] followers, [----] engagements "$ARM had great earnings beat the forecast and it's still down 10%. What the fuck They hit the top and bottom lines fair and square. On top of that SoftBank has no plans to sell. This looks exactly like what happened with AMD and AVGO. So because Arm is linked to OpenAI through a common shareholder it has to be dumped by 10% That is just borderline insane. Q3 [----] Financial Highlights: Revenue: Record $1.24 billion (+26% YoY) beating the $1.22 billion forecast. EPS (Non-GAAP): $0.43 crushing the expected $0.32. Royalty Revenue: Hit a record $737 million (+27% YoY). Q4 Guidance: Raised to" [X Link](https://x.com/edge_of_power/status/2019179654242791493) 2026-02-04T22:41Z [----] followers, [----] engagements "What Google is doing is pushing the stakes in this arms race with OpenAI to an insane level. They are cranking up CapEx to a point where no one can catch them. Theyre going to build massive data centers keep pouring money into Anthropic fine-tune their own TPUs and build out their agents no one else has that kind of capital. This is an all-out war. Naturally this is great news for infrastructure companies that just got absolutely slaughtered today. $GOOG just gave us the perfect excuse to push for $400 and force the OpenAI consortium into a corner. That public meltdown over the Anthropic ad" [X Link](https://x.com/edge_of_power/status/2019198753282867537) 2026-02-04T23:57Z [----] followers, [----] engagements "He usually raises capital in the Middle East. Im not even sure hell need to put up shares as collateral though thats certainly on the table. If this is a venture investment they could take a stake in the company itself which would skyrocket after the IPO. There are options here. That said Masas reputation is still stained after the WeWork fiasco and people arent just going to hand him cash anymore. Obviously a low stock price doesn't do him any favors. https://twitter.com/i/web/status/2019199654227779783 https://twitter.com/i/web/status/2019199654227779783" [X Link](https://x.com/edge_of_power/status/2019199654227779783) 2026-02-05T00:01Z [----] followers, [---] engagements "@mrmag314 @BitcoinAIGuy If Im getting this right theyre talking about zombie projects the ones that got the green light but haven't actually started building anything. Projects unlikely to advance" [X Link](https://x.com/edge_of_power/status/2019321369628917886) 2026-02-05T08:05Z [----] followers, [--] engagements "@matthew_sigel It says about the projects unlikely to advance. Do you think it can hold $CIFR and $IREN" [X Link](https://x.com/edge_of_power/status/2019367219747254723) 2026-02-05T11:07Z [----] followers, [---] engagements "@bitcoinbutcher1 Why dont you take $BTC into account" [X Link](https://x.com/edge_of_power/status/2019407750602584331) 2026-02-05T13:48Z [----] followers, [---] engagements "@bitcoinbutcher1 If I have clarity to this moment. Even Google is down 5%. What was wrong with them Maybe theyre mining too" [X Link](https://x.com/edge_of_power/status/2019410949594378335) 2026-02-05T14:01Z [----] followers, [--] engagements "$IREN earnings werent bad and I wrote that they would miss bc their bottom line depends on financial engineering. But they have $9B of secured financing cash and 6% yields. Plus they added 1.5GW in Oklahoma leaving Texas with new ERCOT rules. Execution goes as planned no delays with $MSFT contract and advanced negotiations with Hyperscalers. But algos see the numbers and dump dump dump $NBiS at $70 is ridiculous https://twitter.com/i/web/status/2019539739897131343 https://twitter.com/i/web/status/2019539739897131343" [X Link](https://x.com/edge_of_power/status/2019539739897131343) 2026-02-05T22:32Z [----] followers, 16.4K engagements "$IREN -30% Whats going on" [X Link](https://x.com/edge_of_power/status/2019545638631849992) 2026-02-05T22:56Z [----] followers, [----] engagements "@tradepal_app Why -33%" [X Link](https://x.com/edge_of_power/status/2019547618247053379) 2026-02-05T23:04Z [----] followers, [---] engagements "@treasury_bill @tasha463726 Probably" [X Link](https://x.com/edge_of_power/status/2019549097774965125) 2026-02-05T23:10Z [----] followers, [--] engagements "Citizens analyst Greg Miller reiterated a Market Outperform rating and $80.00 price target on $IREN No details yet share if you have access" [X Link](https://x.com/edge_of_power/status/2019717697836331322) 2026-02-06T10:19Z [----] followers, 21.8K engagements "@AlexfromBabylon With $2.8B on the balance sheet they can just buy a team and solve this. Everything else is just noise" [X Link](https://x.com/edge_of_power/status/2019728618860196145) 2026-02-06T11:03Z [----] followers, [---] engagements "By the way he mentioned the GPU delays for Canada not sure how much that's gonna hit the top line. Im totally with you on that. Hes trying to build a solid conservative track record. Who knows what else those data centers could be used for down the road; usually new opportunities just pop up along the way. The more assets you have the more flexibility you've got. https://twitter.com/i/web/status/2019729333737148719 https://twitter.com/i/web/status/2019729333737148719" [X Link](https://x.com/edge_of_power/status/2019729333737148719) 2026-02-06T11:06Z [----] followers, [---] engagements "$IREN Quick update from CItizens: the newly acquired Oklahoma site alone could represent upward of $50 of potential incremental value to IRENs stock price once it is ultimately leased. The firm expressed increased confidence in IRENs strategic pivot from bitcoin mining toward providing higher-quality data center capacity to large-scale customers with profitable contracts that generate sustainable cash flow. Citizens highlighted IRENs substantial capacity resources noting the company has over 2GW of capacity available to contract with hyperscalers or neocloud providers. Citizens analyst Greg" [X Link](https://x.com/edge_of_power/status/2019731874461941894) 2026-02-06T11:16Z [----] followers, 15.5K engagements "@ishay_david But they were asked for it. And they dont have a deal yet. The more you give the more you get" [X Link](https://x.com/edge_of_power/status/2019737128968818945) 2026-02-06T11:37Z [----] followers, [---] engagements "$IREN PT Lowered to $82 from $132 at Cantor Fitzgerald 'They Have the Power & Demand; Pullback a Buying Opp' analyst Brett Knoblauch [--] is more realistic. He just clocked the CAPEX. Like shit we actually have to drop some cash and take out loans" [X Link](https://x.com/edge_of_power/status/2019744779722973379) 2026-02-06T12:07Z [----] followers, [----] engagements "@ishay_david Let's hope we hear about a new contract soon or my wifes gonna kick me out of the house for these investments. Then again Im the idiot who made the call" [X Link](https://x.com/edge_of_power/status/2019749778062512484) 2026-02-06T12:27Z [----] followers, [--] engagements "@kingpeebz69420 I cant imagine how I needed this twas a terrible days. [--] figs down every day" [X Link](https://x.com/edge_of_power/status/2019751032591392942) 2026-02-06T12:32Z [----] followers, [--] engagements "$IREN - punished for no new deal $IREN 1) Bernstein released a research report price target reiterated at $125 2) Macquarie out with $70 target. https://t.co/oHa6XfkD74 $IREN 1) Bernstein released a research report price target reiterated at $125 2) Macquarie out with $70 target. https://t.co/oHa6XfkD74" [X Link](https://x.com/edge_of_power/status/2019752919042556391) 2026-02-06T12:39Z [----] followers, [----] engagements "@_Beahmer_ After to grab below $30 algos know how to take money from paper hands" [X Link](https://x.com/edge_of_power/status/2019763933540696313) 2026-02-06T13:23Z [----] followers, [---] engagements "$BITF dumps bit from its name. Now theyre sheltered from volatility. $BITF re-domiciling from Canada to USA (Delaware) and changing name to Keel Infrastructure HQ NYC. Decision based on comprehensive strategic review including analysis of investor sentiment and capital markets trends with an eye to maximizing shareholder value Expects to https://t.co/CNKesaNl7X $BITF re-domiciling from Canada to USA (Delaware) and changing name to Keel Infrastructure HQ NYC. Decision based on comprehensive strategic review including analysis of investor sentiment and capital markets trends with an eye to" [X Link](https://x.com/edge_of_power/status/2019764505551458599) 2026-02-06T13:25Z [----] followers, [----] engagements "@_Beahmer_ And $BTC the same" [X Link](https://x.com/edge_of_power/status/2019765724961534441) 2026-02-06T13:30Z [----] followers, [--] engagements "@user889889 @bitcoinbutcher1 @BCrytpM He adjusted its logical but all this madness when ppl were talking shit about him non stop its bad bro very bad" [X Link](https://x.com/edge_of_power/status/2019810796566610303) 2026-02-06T16:29Z [----] followers, [--] engagements "@bitcoinbutcher1 @user889889 @BCrytpM Analysts always make the call before earnings and he doesnt have to wait. Its common practice" [X Link](https://x.com/edge_of_power/status/2019813592116404701) 2026-02-06T16:41Z [----] followers, [--] engagements "If every man spoke about his wife the way the $WULF CEO @PaulBPrager talks about $GOOG the divorce rate would plummet by 80%. This was determined by scientists at the UCLA Urban Development Lab after analyzing the businessman's interviews" [X Link](https://x.com/edge_of_power/status/2019848907358917008) 2026-02-06T19:01Z [----] followers, [---] engagements "$IREN should stabilize after this earnings report. The worst is already behind them in terms of financial metrics and we now have a clear picture of the Microsoft deal and how the Roberts bros plan to move forward. Theyve gained experience in sourcing several billion dollars for a major deal something they didn't have before. Solid banking relationships have been built; Goldman Sachs and JPMorgan are now key players having organized the credit for the Microsoft deal. This is huge and nobody is writing about it. The company has brought in the two biggest banks which is massive for their" [X Link](https://x.com/edge_of_power/status/2019899331222880737) 2026-02-06T22:21Z [----] followers, [----] engagements "It was common knowledge that these numbers were coming given the BTC slump and the mandatory revaluation of financial instruments for the report. The bottom line is that they actually have the cash for the Microsoft contract and they secured that funding at the lowest rate possible. If they had a professional IR team they would have specified which quarter theyll start recognizing the revenue from the Microsoft deal. Since they didnt do that the initial market reaction was predictably bad. Im not trying to sugarcoat this they need to show the money. Ive been saying along with other guys who" [X Link](https://x.com/edge_of_power/status/2020047159979041172) 2026-02-07T08:09Z [----] followers, [--] engagements "$GLXY is primarily a crypto bank and the market is pricing it with the same low valuation multiples it applies to all miners due to depressed crypto expectations. CAPEX here were talking $10M per 1MW. Sure they have $2.6B on the balance sheet but you cant overlook the $CRWV factor which is creating a drag on every company linked to OpenAI. At the end of the day the "crypto winter" is whats really weighing everything down. https://twitter.com/i/web/status/2020052826911584370 https://twitter.com/i/web/status/2020052826911584370" [X Link](https://x.com/edge_of_power/status/2020052826911584370) 2026-02-07T08:31Z [----] followers, [---] engagements "@midlevelcruiser $CIFR has it and what And $WULF. If they wanted Colo theyd have it already. This delay is connected to their stubbornness" [X Link](https://x.com/edge_of_power/status/2020058591990780229) 2026-02-07T08:54Z [----] followers, [---] engagements "@Wizardofdigi19 @m0xt_ If $CRWV isnt backed by $NVDA or OpenAI thats also NVDA apld will feel the heat. Its not isolated and its a mistake to think that theyre in another place" [X Link](https://x.com/edge_of_power/status/2020098274170990906) 2026-02-07T11:32Z [----] followers, [---] engagements "I dont have an explanation for why theyre doing this. Maybe they figured a Danish company wouldn't be able to stand its ground as well as an American one. I mean they arent selling $LLY knockoffs. Why should we as retail investors take on these risks Why should we have to wonder how a standoff with the White House is going to end From a business perspective if theyre moving like this its a sign that their other business lines are probably struggling. https://twitter.com/i/web/status/2020105955849978244 https://twitter.com/i/web/status/2020105955849978244" [X Link](https://x.com/edge_of_power/status/2020105955849978244) 2026-02-07T12:02Z [----] followers, [--] engagements "Thank you for your opinion We always have to take a critical look at what management is doing especially with $HIMS where they were dumping tens of millions of dollars in stock. And on the flip side who was actually pumping this thing Who decided to label them a "generational wealth" company A handful of influencers many of whom seemed to have access to exclusive company news. That doesn't just happen by accident" [X Link](https://x.com/edge_of_power/status/2020111747017793676) 2026-02-07T12:25Z [----] followers, [---] engagements "@DeepValueBagger Ive made 24% on $CAT in a month" [X Link](https://x.com/edge_of_power/status/2020165469815091205) 2026-02-07T15:59Z [----] followers, [--] engagements "@Gyujin_9701 @jiahanjimliu Spare me your software word salad it has zero to do with what I was actually talking about. By the way is your $300 price target still a thing Youre really comparing $CRWV and $ORCL to $IREN🤦🏻 Everyone sees you shilling now" [X Link](https://x.com/edge_of_power/status/2020213093767217600) 2026-02-07T19:08Z [----] followers, [---] engagements "@Spiralout_one @RklbsFan Dead on man 👊🏻 negotiating contracts. Hyperscalers pay $NBIS a top dollar to keep it running. $IREN has a lot to learn" [X Link](https://x.com/edge_of_power/status/2020229128415486254) 2026-02-07T20:12Z [----] followers, [---] engagements "@PSInvestor @jiahanjimliu This thread is crash course of shilling. With much more to come of course 🤦🏻" [X Link](https://x.com/edge_of_power/status/2020255962007830599) 2026-02-07T21:58Z [----] followers, [---] engagements "@PSInvestor @jiahanjimliu I dont know why are you so blind to see where he gets all this info. Think about it Maybe from the company itself Use your brains while its not too late" [X Link](https://x.com/edge_of_power/status/2020275206116495394) 2026-02-07T23:15Z [----] followers, [--] engagements "@RklbsFan @Spiralout_one NBIS contract with Microsoft is 17B Iren is 9B. They do have to learn. Is it clear" [X Link](https://x.com/edge_of_power/status/2020276126736900286) 2026-02-07T23:18Z [----] followers, [--] engagements "@QualityInvest5 Also $Adbe" [X Link](https://x.com/edge_of_power/status/2020288998925549694) 2026-02-08T00:10Z [----] followers, [---] engagements "It makes sense I agree but if you manage to become a real NeoCloud youll have much more in perspective. Im not pitting them against each other they all are trading like miners and far off ATH badly beaten group. $WULF is a $GOOG s bitch. $CIFR wants to diversify but their merger would create a better and stronger company https://twitter.com/i/web/status/2020395945712595338 https://twitter.com/i/web/status/2020395945712595338" [X Link](https://x.com/edge_of_power/status/2020395945712595338) 2026-02-08T07:15Z [----] followers, [---] engagements "$Uber could buy them as the closest partner with a massive cash pile. Apple wont buy anything even though it would make sense. Tim Cook is an idiot who cant see past his own nose. I agree regarding $META; it would be a great idea though I doubt theyd spread themselves thin. I think a buyout by Uber followed by raising money on the market would be the best move. https://twitter.com/i/web/status/2020406368419668187 https://twitter.com/i/web/status/2020406368419668187" [X Link](https://x.com/edge_of_power/status/2020406368419668187) 2026-02-08T07:56Z [----] followers, [---] engagements "They have only one deal so for speculation its ok. If youre going to invest invest in the leaders. Buying the smallest company in the group that trades like Bitcoin is a hard pass. I made 24% on $CAT in January imagine if that money had been in $WYFI. $IREN and $CIFR are enough for me; I'm not touching any other company in the sector. https://twitter.com/i/web/status/2020407400109400531 https://twitter.com/i/web/status/2020407400109400531" [X Link](https://x.com/edge_of_power/status/2020407400109400531) 2026-02-08T08:00Z [----] followers, [---] engagements "$NBIS Im not sure about AvRide or how competitive they are compared to someone like Waymo. It takes massive capital. There wont be many winners in this space; two or three players will end up devouring everyone else. $Uber will likely just buy one of them because as an app it will cease to exist. Itll be useless as just an add-on or at least it wont be worth nearly what it is now. Same goes for any software. Smaller players simply wont be able to compete with them. If $GOOG is already pulling $16B into Waymo and it's valued at $126B its already worth nearly as much as Uber. If AvRide wants to" [X Link](https://x.com/edge_of_power/status/2020418428956246524) 2026-02-08T08:44Z [----] followers, [---] engagements "@MegatrendGlobal Thank you for understanding. Ive made 24% with $CAT in Jan earned some with $GEV and $TSM calls. Im into semis and industrials right now. MU csp look good. In no way Im gonna buy $HIMS or smth closer" [X Link](https://x.com/edge_of_power/status/2020450079199371699) 2026-02-08T10:50Z [----] followers, [--] engagements "$HIMS The biggest issue is the management of a company that the market treats as a GLP-1 proxy. Revenue from cheap generics was projected to hit $725M this year. This is about a third of their total top line. How exactly are they going to make up for that shortfall now Management is a core part of any investment thesis. Weve seen the difference it makes with $AMD versus $NVDA and others. $HIMS management is pushing boundaries and testing the governments reaction. The Biden administration didn't do much. They looked the other way while pharma companies lost business to cheap substitutes. If" [X Link](https://x.com/edge_of_power/status/2020498016780607655) 2026-02-08T14:00Z [----] followers, [----] engagements "@manninglawrence @aleabitoreddit Its not the question of FDA approval its the equation of sanity first and foremost. They dont have to invent drugs. They have to sell existing drugs. Moreover they had a partnership with $NVO but they were too greedy" [X Link](https://x.com/edge_of_power/status/2020508386064769172) 2026-02-08T14:41Z [----] followers, [--] engagements "You asked $IREN cult wheres new deal" [X Link](https://x.com/edge_of_power/status/2020577138802659458) 2026-02-08T19:15Z [----] followers, [---] engagements "@waltek192 @anni_sen Im not sure Dems will do that thing. Especially if its up and running. $IREN should think about software a long time ago not only now when they got [--] months for a deal. $NBIS got rid of russian trace when they got $MSFT now its irrelevant" [X Link](https://x.com/edge_of_power/status/2020618230151459145) 2026-02-08T21:58Z [----] followers, [---] engagements "$HIMS is a prime example of why you shouldn't dump significant capital into pharma especially biotech. Heres why ✅ You have to be an expert in regulatory changes. It is impossible to keep up if you aren't a specialist. Youd basically need a mini home office with a lawyer a doctor and God knows who else just to track everything. Doing it solo is unrealistic. ✅ A single failed clinical trial can set the stock back for years. You might think it doesn't matter if a new drug cuts weight by 15% instead of 20%. Most people would be thrilled with 10% just to avoid going to a place as miserable as the" [X Link](https://x.com/edge_of_power/status/2020626020395516343) 2026-02-08T22:29Z [----] followers, [----] engagements "Hyperscalers choose whoever has the best execution. They couldn't care less whether someone owns their own power source or not. Microsoft paid $NBIS nearly twice as much as $IREN because it's easier for them to pay a premium and actually serve their clients than to deal with the kind of reporting we just saw. All of this is just speculation on our part anyway. I have no interest in pitting these two companies against each other. https://twitter.com/i/web/status/2020633975513883039 https://twitter.com/i/web/status/2020633975513883039" [X Link](https://x.com/edge_of_power/status/2020633975513883039) 2026-02-08T23:00Z [----] followers, [---] engagements "@mrknowtalk My bad I didnt buy $LLY at [---] Id better be with them than with some miners. The last week was the worst in my life" [X Link](https://x.com/edge_of_power/status/2020750591014674640) 2026-02-09T06:44Z [----] followers, [--] engagements "@mart27tan Im also thinking about buying them again but I compare them with $LLY that moved in another direction. And this stops me" [X Link](https://x.com/edge_of_power/status/2020750943520731180) 2026-02-09T06:45Z [----] followers, [--] engagements "If $MU gets 20% in $NVDA allocation it raises the question of why SemiAnalysis put this information out and who actually benefits from it. We are witnessing a massive war between Korean memory manufacturers and the American one. Or perhaps some fund desperately needs to tank $MU just to scoop it up on the cheap. If the reports of increasing shipments to NVIDIA to 20% are confirmed it effectively doubles $MU's market share. However if Micron gets nothing it calls the entire $100B new fab project into question. Its also unclear why Goldmans valuation has been such a massive outlier from the" [X Link](https://x.com/edge_of_power/status/2020789688022233190) 2026-02-09T09:19Z [----] followers, 32.8K engagements "If $MU gets 20% in $NVDA allocation it raises the question of why SemiAnalysis put this information out and who actually benefits from it. We are witnessing a massive war between Korean memory manufacturers and the American one. Or perhaps some fund desperately needs to tank $MU just to scoop it up on the cheap. If the reports of increasing shipments to NVIDIA to 20% are confirmed it effectively doubles $MU's market share. However if Micron gets nothing it calls the entire $100B new fab project into question. Its also unclear why Goldmans valuation has been such a massive outlier from the" [X Link](https://x.com/edge_of_power/status/2020794208626348162) 2026-02-09T09:37Z [----] followers, [----] engagements "Morgan Stanley sets $37 PT on $WULF. The company has a "strong" track record of signing agreements with data center customers and has experience in building a wide range of power infrastructure assets the analyst tells investors in a research note. Morgan Stanley is bullish on the "increasingly attractive valuations" of bitcoin-to-data center conversions. Let's also not forget that Morgan Stanley is the lead underwriter for $WULF bonds; the bank also has an extremely bullish outlook on data center development and the power shortage. @perry_lin1 plenty more to come @perry_lin1 plenty more to" [X Link](https://x.com/edge_of_power/status/2020799415909265639) 2026-02-09T09:58Z [----] followers, [----] engagements "Morgan Stanley analyst Stephen Byrd initiated coverage of $CIFR with an Overweight rating and $38 price target. Morgan Stanley is bullish on the "increasingly attractive valuations" of bitcoin-to-data center conversions. It sees significant upside in Cipher shares. Recent capital expenditure updates from the hyperscalers support the thesis that compute demand is likely to exceed supply MS is the main investment bank of the company underwriting bonds. The same goes to $WULF https://twitter.com/i/web/status/2020802114780324189 https://twitter.com/i/web/status/2020802114780324189" [X Link](https://x.com/edge_of_power/status/2020802114780324189) 2026-02-09T10:09Z [----] followers, 19.4K engagements "@jukan05 Whats going on with $MU and whos right" [X Link](https://x.com/edge_of_power/status/2020824719415705841) 2026-02-09T11:38Z [----] followers, [---] engagements "Found the chart from The Korea Economic Daily that contradicts @SemiAnalysis_ $MU 19%. Whos right For $MU Micron to be focused on NAND/DRAM and STILL getting nearly the same allocation as Samsung in HBM4 You are not bullish enough anon 🫡 For $MU Micron to be focused on NAND/DRAM and STILL getting nearly the same allocation as Samsung in HBM4 You are not bullish enough anon 🫡" [X Link](https://x.com/edge_of_power/status/2020827095203803160) 2026-02-09T11:48Z [----] followers, [----] engagements "@Joeperry1963 I wouldnt worry about $CIFR hes covered its a matter of time" [X Link](https://x.com/edge_of_power/status/2020837741546569799) 2026-02-09T12:30Z [----] followers, [---] engagements "@MB_Hogan I also hope they can deliver i don't wanna see another $IREN's earnings. Won't be surprised to see a little injection from $NVDA. Anyway the world don't need do many NeoClouds this year we'll see M&A deals while they're relatively cheap" [X Link](https://x.com/edge_of_power/status/2020853607776583708) 2026-02-09T13:33Z [----] followers, [---] engagements "$HIMS So strange they didn't mention Greenland Novo Nordisks lawsuit is a blatant attack by a Danish company on millions of Americans who rely on compounded medications for access to personalized care. Once again Big Pharma is weaponizing the US judicial system to limit consumer choice. This lawsuit attacks more than just Novo Nordisks lawsuit is a blatant attack by a Danish company on millions of Americans who rely on compounded medications for access to personalized care. Once again Big Pharma is weaponizing the US judicial system to limit consumer choice. This lawsuit attacks more than just" [X Link](https://x.com/edge_of_power/status/2020862449792987457) 2026-02-09T14:08Z [----] followers, [---] engagements "@AkbarInvests I dont own $CRWV sold after the last earnings" [X Link](https://x.com/edge_of_power/status/2020867591917473852) 2026-02-09T14:29Z [----] followers, [--] engagements "$CRWV generates $5B in annual revenue and their chip purchases are strictly tied to existing contracts. This represents only 2% of $NVDA's annual revenue. I wrote an article arguing that $NVDA needs them solely as its own cloud infrastructure. Therefore I don't believe $NVDA is dependent on them in any way. Let's put it this way: if it disappeared tomorrow nothing would change. Theyd just pivot their investment to something like $NBIS. https://twitter.com/i/web/status/2020879577128550476 https://twitter.com/i/web/status/2020879577128550476" [X Link](https://x.com/edge_of_power/status/2020879577128550476) 2026-02-09T15:16Z [----] followers, [--] engagements "$IREN's IR is working completely unprofessional. They couldn't even secure coverage from Morgan Stanley whos putting out bullish price targets. If they hadn't kept quiet and had actually warned that the Microsoft revenue wouldn't be factored into this quarter we wouldn't have seen a 30% crash. Its just some bush-league way of doing business. Im honestly speechless. https://twitter.com/i/web/status/2020880548382519634 https://twitter.com/i/web/status/2020880548382519634" [X Link](https://x.com/edge_of_power/status/2020880548382519634) 2026-02-09T15:20Z [----] followers, [---] engagements "Absolutely not I wound deal with the best supplier. And your logic contradicts their work with $TSMC while $INTC is completely out of the loop. The only thing that can help $MU is some administrative pressure to keep working places afloat. Btw is there an alternative to $ASML It's really tough to say what NVIDIA would do in that position. I'm sure theyre perfectly comfortable with two suppliers or even with just SK Hynix https://twitter.com/i/web/status/2020887064472965622 https://twitter.com/i/web/status/2020887064472965622" [X Link](https://x.com/edge_of_power/status/2020887064472965622) 2026-02-09T15:46Z [----] followers, [---] engagements "@AISavvyCapital On one hand I agree with you I think there could be a lot of upside there that we don't even see yet. Then I look at that massive CapEx how these stocks are constantly swinging what kind of shit is going on with my portfolio and all that's left to do is sigh" [X Link](https://x.com/edge_of_power/status/2020894917682147824) 2026-02-09T16:17Z [----] followers, [--] engagements "Building a [--] GW sites from scratch including Blackwell/Rubin chips requires roughly $400B. Thats an insane amount of capital that has to be pulled from OpenAIs share raised on the open market or sourced elsewhere. Were likely talking about a multi-year rollout aimed at [----]. This is a massive tailwind for $WULF and $CIFR though the two of them alone won't be enough to meet that kind of demand. As for whether Anthropic will tap $IREN I won't speculate. It turns out all that talk about gargantuan Capex is being vindicated. Some of these costs are probably already baked into the massive Capex" [X Link](https://x.com/edge_of_power/status/2020926318607520076) 2026-02-09T18:22Z [----] followers, 15.3K engagements "@beauty_oe $MU" [X Link](https://x.com/edge_of_power/status/2020929616538632638) 2026-02-09T18:35Z [----] followers, [---] engagements "@roberto45580514 @XCapitalMgmt Im not bullish enoughguilty as charged. The situation with $IREN and a few other stocks convinced me that even if I miss out I won't regret it. I cleared 24% in January with $CAT but if I had been betting on $ASST Id probably be in the hospital" [X Link](https://x.com/edge_of_power/status/2020944256517709846) 2026-02-09T19:33Z [----] followers, [---] engagements "I covered my $MU CSPs at breakeven. The stock is trading high. I definitely don't want to wake up wondering about the companys relationship with $NVDA or whether they're making better chips than Samsung. At the end of the day FOMO is a terrible advisor and I already made my money on $STX. You can buy SK Hynix through European exchanges but its sitting at all-time highs right now. The biggest lesson Ive learned and am still working through is FOMO. Nothing has done me more damage and thats exactly what Im still cleaning up. There has to be a very very serious catalyst to buy a stock at or near" [X Link](https://x.com/edge_of_power/status/2020972628257931287) 2026-02-09T21:26Z [----] followers, 10.1K engagements "@noel_moore Leave smth to $IREN 😁😁😁" [X Link](https://x.com/edge_of_power/status/2020980291586883778) 2026-02-09T21:57Z [----] followers, [---] engagements "@ser_kingslayer_ They use Googles TPUs for inference so who knows. I dont think that Nvidia can strong arm them to using only their shit but it will be a lot" [X Link](https://x.com/edge_of_power/status/2020985054428827764) 2026-02-09T22:15Z [----] followers, [--] engagements "$CRDO +28% after the company said it expects to report revenue in the range of $404 million to $408 million up from prior guidance of $335 million to $345 million. Credo designs high-speed connectivity solutions that act as the vital infrastructure for AI data centers. Their active electrical cables allow massive GPU clusters to communicate efficiently while keeping power consumption in check. Its a classic infrastructure play that depends heavily on the spending cycles of giants like Microsoft and Amazon. On its peak it was $213. So you can imagine how hard to predict its performance. One" [X Link](https://x.com/edge_of_power/status/2020990378900410859) 2026-02-09T22:37Z [----] followers, [----] engagements "$GOOG is in talks for a massive 250MW data centre in West Texas negotiating directly with Bolt Data and Energy. For $IREN and $CIFR its not the good news The firm co-founded by former Google CEO Eric Schmidt has partnered with Texas Pacific Land $TPL to secure a strategic site for a major data center campus. The deal is built around TPLs unique resource stack: [------] acres of land with built-in access to natural gas renewable energy and dedicated water services for cooling. While the final terms are still being hammered out the scale of the project points toward a long-term infrastructure" [X Link](https://x.com/edge_of_power/status/2021167582896672951) 2026-02-10T10:21Z [----] followers, [---] engagements "If $IREN and $CIFR are getting whipped around Im definitely not putting a dime into $NUAI when they only have $14M on the balance sheet. Itd be too easy if everyone with a plot of land in Texas could just roll in some gas turbines and wait for Google to show up. Plus management is facing a lawsuit. No thanks Id rather be able to sleep at night. https://twitter.com/i/web/status/2021187196439363736 https://twitter.com/i/web/status/2021187196439363736" [X Link](https://x.com/edge_of_power/status/2021187196439363736) 2026-02-10T11:39Z [----] followers, [----] engagements "Its hard to argue with that it is what it is. But every time I see these deals I find myself wondering when its going to be $CIFR or $IRENs turn. You end up watching everyone else close deals while youre sitting there like an idiot writing about how "positive" this is for the companies that don't actually have the contracts. Thats not the right approach either. There were no deals and the stocks tanked 30% in an instant despite having pretty solid earnings. That tells you exactly what the market is waiting for. The Roberts brothers need to get moving and stop telling fairy tales about" [X Link](https://x.com/edge_of_power/status/2021190279265452413) 2026-02-10T11:51Z [----] followers, [----] engagements "@treasury_bill Not super bearish but its not the reason to celebrate as a bright spot for little guys. They have to make a deal" [X Link](https://x.com/edge_of_power/status/2021203760903750137) 2026-02-10T12:45Z [----] followers, [---] engagements "This post is just me venting because Im tired of people seeing a bullish signal in every single data center that has absolutely nothing to do with $IREN. Im all for a sober look at the facts. If a deal was struck with someone else even though it wouldve been much simpler to go with them I want to understand why. Maybe the company's networking isn't up to par. Maybe they just can't close a deal. The post-earnings call didn't clear anything up so it remains a black box. Im looking at this as a binary situation. I see a deal happening with a guy who wasn't even into data centers until recently." [X Link](https://x.com/edge_of_power/status/2021210629512511500) 2026-02-10T13:12Z [----] followers, [---] engagements "This article perfectly illustrates just one thing: how X's algorithms work. Elon Musk needs to sell robots so the article pulls 1.5M views. Theres zero point in reading it or wasting your time like I did though I only made it halfway through. What shocks me is the [-----] bookmarks. Have people only just realized that the paid version of ChatGPT is better than the free one Or that robots will be working in factories Those two lines are basically the entire gist of the article. Ive got no beef with the author though everyone's gotta make a buck. https://t.co/ivXRKXJvQg https://t.co/ivXRKXJvQg" [X Link](https://x.com/edge_of_power/status/2021557998296985817) 2026-02-11T12:12Z [----] followers, [----] engagements "@AetasFuturis Its very interesting.sometimes when you use it you think that all the others do the same. It means that AI stocks have very bright future because the adoption is low" [X Link](https://x.com/edge_of_power/status/2021563524485644594) 2026-02-11T12:34Z [----] followers, [--] engagements "@MB_Hogan I hope well see a glimpse tomorrow. I dont remember good NeoCloud earnings after $CRWV" [X Link](https://x.com/edge_of_power/status/2021624772631626181) 2026-02-11T16:38Z [----] followers, [--] engagements "$HOOD is not good. Another reminder for me to sell on time. From the other side I sold $ALAB yesterday. very hard to go through these pics and shovels. So Ill be thinking should I increase my position in $CRDO. Im kinda 50% cash and no bright ideas. I covered my $MU CSPs at breakeven. The stock is trading high. I definitely don't want to wake up wondering about the companys relationship with $NVDA or whether they're making better chips than Samsung. At the end of the day FOMO is a terrible advisor and I already made my I covered my $MU CSPs at breakeven. The stock is trading high. I" [X Link](https://x.com/edge_of_power/status/2021354237377249668) 2026-02-10T22:42Z [----] followers, [----] engagements "When you bought $IREN and $HOOD and promised your wife a beautiful trip to the Seychelles" [X Link](https://x.com/edge_of_power/status/2021606934734884947) 2026-02-11T15:27Z [----] followers, [----] engagements "BlockFills has halted withdrawals and restricted trading on its platform. Now all the stocks making big MC from crypto are quick to move away. @vladtenev: I think perception lags reality to some degree. $HOOD now have [--] businesses that generate $100M or more in annual revenue. And that's up dramatically in just the past couple of years. The stock is down almost 50% from its peak -12% today https://twitter.com/i/web/status/2021642827701366841 https://twitter.com/i/web/status/2021642827701366841" [X Link](https://x.com/edge_of_power/status/2021642827701366841) 2026-02-11T17:49Z [----] followers, [----] engagements "@noel_moore Whats their edge Another dwarf company with cash reserves [--] times less than $IREN" [X Link](https://x.com/edge_of_power/status/2021836066085572808) 2026-02-12T06:37Z [----] followers, [---] engagements "@longinvest32 I moved some cash too but if I blow it I'm screwed. I'm sitting on 50% cash right now with nothing to buy because high-beta names are already overextended and industrials are trading way too high" [X Link](https://x.com/edge_of_power/status/2021901352042221927) 2026-02-12T10:57Z [----] followers, [--] engagements "$MSFT is pivoting toward "true self-sufficiency" in AI to cut its reliance on OpenAI. Mustafa Suleyman told the FT that theyre now building their own frontier models independently backed by gigawatt-scale compute and massive datasets. While Microsoft still holds a $135bn stake in OpenAI the relationship has shifted giving OpenAI more freedom to find other partners while Microsoft accelerates its own in-house tech. The goals are massive. Suleyman expects AI to fully automate most white-collar tasks lawyers accountants and managers within the next [--] to [--] months. Beyond that theyre pushing for" [X Link](https://x.com/edge_of_power/status/2021915764849058207) 2026-02-12T11:54Z [----] followers, [---] engagements "$NBIS the Amsterdam-based Al cloud services firm is planning a new 240-megawatt data centre in Bthune France near Lille that will be one of Europe's largest when it is finished the company said on Thursday. The project a redevelopment of a former Bridgestone tyre plant is expected to begin delivering capacity in phases with the first capacity online by late summer and roughly half the site operational by the end of [----] company Chief Communications Officer Tom Blackwell said. https://twitter.com/i/web/status/2021918987756490761 https://twitter.com/i/web/status/2021918987756490761" [X Link](https://x.com/edge_of_power/status/2021918987756490761) 2026-02-12T12:07Z [----] followers, [----] engagements "$NBIS Nebius Group NV reported its earnings for the fourth quarter (Q4) and full year (FY) [----] highlighting significant growth in annualized run-rate revenue and capacity expansion. The company announced that its [----] annualized run-rate (ARR) revenue reached USD [----] billion exceeding previous guidance of USD [---] million to USD [---] billion. Nebius Group NV also raised its year-end [----] ARR guidance by approximately seven times year-over-year. For [----] the company now expects contracted power guidance to surpass [---] GW up from previous indications of over [---] GW. Most of the planned capacity" [X Link](https://x.com/edge_of_power/status/2021919624690909229) 2026-02-12T12:09Z [----] followers, [----] engagements "$NBIS Beyond the numbers the market is currently gauging one simple thing: its trust in management's ability to execute both financially and technologically. Investing $20B a year across [--] locations will put this company on an entirely different level by next year. With revenue up 547% YoY and a 40% EBITDA margin the performance is already in line with AWS and Azure. Realistically you cant squeeze out much more unless you have a sweetheart deal with NVIDIA like $CRWV does. These are just the market realities. It also seems clear that $NBIS is hedging its bets staying ready for both massive" [X Link](https://x.com/edge_of_power/status/2021972859531235329) 2026-02-12T15:41Z [----] followers, [----] engagements "$WULF price action tells me that the deal is coming soon. The stock is ready for break out. Actually this is cryptic post from a CEO whos clearly salty about something and has started lashing out at other companies. Im not about to waste my time playing guessing games its obvious theres some shadow boxing going on between the big players probably because theyre fighting over the same clients. Safe to say theres a tug-of-war happening over Google. At WULF we dont gamble. Thats not our thing and its not what our investors entrust us to do. We dont bet on commodity or crypto prices and we dont" [X Link](https://x.com/edge_of_power/status/2021998225448730733) 2026-02-12T17:21Z [----] followers, [----] engagements "Now its official. $AAPL is a crypto stock" [X Link](https://x.com/edge_of_power/status/2022028802638196918) 2026-02-12T19:23Z [----] followers, [---] engagements "Donald Trump is planning to scale back some tariffs on steel and aluminium goods as he battles an affordability crisis that has sapped his approval ratings ahead of Novembers midterm elections. #TACO" [X Link](https://x.com/edge_of_power/status/2022195193232207985) 2026-02-13T06:24Z [----] followers, 29.6K engagements "$CIFR s main energy partner $VST is up 8% after $META deal $OKLO is up 18% no revenue company huh Meta said Friday it will purchase electricity from three existing Vistra Corp. plants and support several small reactors that Sam Altman-backed $Oklo Inc. and Bill Gates-backed TerraPower LLC are planning to build over the next decade. Those deals follow a separate June agreement to get energy from a Constellation Energy Corp. nuclear site https://twitter.com/i/web/status/2009584615728484558 https://twitter.com/i/web/status/2009584615728484558" [X Link](https://x.com/edge_of_power/status/2009584615728484558) 2026-01-09T11:14Z [----] followers, [----] engagements "Will $NVDA buy $IREN I just dropped a piece on $NVDA building out its own cloud using $CRWV as the muscle for a 5GW play. Theyll likely be hunting for land or turnkey sites soon. I wouldn't be surprised if they tap $IREN or $CIFR. This might stay strictly colo unless they cut a deal to pay rent in chips which would be a hell of a pivot. Bottom line: a new hyperscaler has entered the chat. With $60B in cash $NVDA can build out 4GW at $15M per MW (using $IRENs math) excluding the cost of silicon. Overall this means NeoClouds either have to consolidate or find a Sugar Daddy. A $CRWV/NBIS +" [X Link](https://x.com/edge_of_power/status/2016500528319025197) 2026-01-28T13:16Z [----] followers, 15.7K engagements "Ive put together an article with quick breakdown on why $WULF is likely prepping for a major new deal with $GOOG especially after snagging that land right before their masters earnings report. And how their gigawatts actually differ from $IREN and $CIFR. This isn't just another post about IREN crushing everyone; its about understanding that these companies are running different plays. https://t.co/rlq9cwKcpq https://t.co/rlq9cwKcpq" [X Link](https://x.com/edge_of_power/status/2018663687926555041) 2026-02-03T12:31Z [----] followers, 19.3K engagements "Anthropic is single-handedly gutting valuations across the software sector. Shares of legal tech and data service firms cratered on Tuesday following the release of a new AI automation tool that threatens to cannibalize their core business models. The sell-off hit hard: $SNOW dropped 9% $NOW slid 7% and $CRM broke below the psychological $200 support level. The most baffling casualty is $MSFT currently sitting at $413 despite Azure posting a massive 39% growth. In a sane market that's a win but investors are currently blinded by "margin compression" fears. They aren't looking at the 39%" [X Link](https://x.com/edge_of_power/status/2018725252688150620) 2026-02-03T16:36Z [----] followers, [----] engagements "$LITE s latest financial results signal a fundamental shift in data center architecture that has been a decade in the making. The figures are definitive: revenue reached $665.5M a 65% year-over-year increase while non-GAAP EPS hit $1.67 exceeding consensus by 20%. However the most critical data point is the Q3 guidance of $780M$830M. This projected acceleration to an 85% growth rate indicates that the industry is no longer in a speculative phase but in the midst of a massive structural build-out. Since its spin-off from JDSU in [----] Lumentum was largely pigeonholed as a legacy telecom" [X Link](https://x.com/edge_of_power/status/2019022622093111299) 2026-02-04T12:17Z [----] followers, [----] engagements "$IREN -20% A new site in Oklahoma No new deal Bloodbath" [X Link](https://x.com/edge_of_power/status/2019524479337271433) 2026-02-05T21:32Z [----] followers, 26.3K engagements "@perry_lin1 Agree they dont have much time to make it. WULF did it at the bad market. Iren wouldnt fall as much with another sentiment. U cover only WULF no other stocks" [X Link](https://x.com/edge_of_power/status/2019540563993981126) 2026-02-05T22:36Z [----] followers, [----] engagements "@user889889 @perry_lin1 Exit run rate" [X Link](https://x.com/edge_of_power/status/2019545454552506871) 2026-02-05T22:55Z [----] followers, [---] engagements "$IREN finally heard what Ive been saying for months. The client requested a software stack. People here used to mock me saying everyone brings their own stack but it turns out they need the full package. This points to great prospects for $NBIS since they already have everything in place. I also dont get why they couldn't just say Irens revenue wouldn't be booked until Q2. They could have avoided such a massive crash. I dont see anything terrible in the report but dont expect a new ATH this year. This is going to be a very long conservative play because the Roberts bros are building a real" [X Link](https://x.com/edge_of_power/status/2019703653112705148) 2026-02-06T09:24Z [----] followers, 72.4K engagements "The market is definitely in a "show me the money" phase right now. They keep talking about having a strong AI stack also Clickhouse Avride show us the revenue. How much are they pulling in from Microsoft I watched their interviews and it was an hour of yapping with zero useful info. It's accomplished nothing except making the bloggers who pump them rich. https://twitter.com/i/web/status/2020118413419356547 https://twitter.com/i/web/status/2020118413419356547" [X Link](https://x.com/edge_of_power/status/2020118413419356547) 2026-02-07T12:52Z [----] followers, [--] engagements "$IREN and $NBIS have one major problem: theyre broke. None of them have the cash for CapEx. We've got ATMs converts and more dilutive funding ahead. Heres how they differ: $NBIS has killer technology and software which is why their Microsoft contract is twice the size of $IREN's. However they lack massive power capacity so theyre currently snapping up sites across three different states. Basically its bare metal with brains. $IREN lacks the brains and doesnt have the same level of access to $NVDA chips; their main edge is vertical integration. So far this hasn't landed them a hyper-profitable" [X Link](https://x.com/edge_of_power/status/2020287103876092098) 2026-02-08T00:02Z [----] followers, [----] engagements "@tommyleed8888 @anni_sen Theres nothing to sell in Avride fully subsidised by Uber. They wont sell Clickhouse I guess theyll do another fundraiser like Chernin called $MSFT deal" [X Link](https://x.com/edge_of_power/status/2020392840124068183) 2026-02-08T07:02Z [----] followers, [---] engagements "It would be huge if Apple bought them especially since they spent years developing autonomous cars before giving up. Honestly I dont get how Tim Cook has been running the company for so long while leading it into a dead end. Its a textbook case of corporate inefficiency. $Uber is currently going through all the typical stages of a software company. They might invest in Avride and later sell it to $GOOG but out of all these subsidiaries I believe in ClickHouse the most. Thats what theyre actually best at and it's where they have massive real-world experience" [X Link](https://x.com/edge_of_power/status/2020424677953294588) 2026-02-08T09:09Z [----] followers, [--] engagements "$CRWV is dropping tens of millions on a new TV ad campaign. Why blow that much when you're buried in debt and only stay afloat because $NVDA needs its own cloud From a customer acquisition standpoint this campaign is a total waste. Man I'm starting to think this whole thing has nothing to do with market logic. Its like having a maxed-out credit card and going out to buy a brand new car. Before this it was the racing team sponsorship. I have no idea who Chance The Rapper is but he's the face of this campaign https://twitter.com/i/web/status/2020659877564055969" [X Link](https://x.com/edge_of_power/status/2020659877564055969) 2026-02-09T00:43Z [----] followers, [----] engagements "The Morgan Stanley report pulled off the impossible. Miners are rallying even as Bitcoin drops. $WULF +14% $CIFR +13% $NBIS +7% $IREN +6% This is happening because the bankers have mapped out massive upside for those pivoting to NeoCloud as well as those still focused solely on mining. $MARA: The firm says bitcoin mining economics are the dominant driver of the stock's value. It sees lower potential upside for Mara shares driven by bitcoin-to-data center conversions. The company owns a smaller volume of power access as many sites are leased from others the analyst tells investors in a" [X Link](https://x.com/edge_of_power/status/2020891655537049806) 2026-02-09T16:04Z [----] followers, 11.7K engagements "UBS recommends investors to diversify towards areas like banks healthcare utilities communication services and consumer discretionary. $VST $CEG $C" [X Link](https://x.com/edge_of_power/status/2021218786683109696) 2026-02-10T13:44Z [----] followers, [---] engagements "@RiskOnDesk Spot on JP Morgan today: selloff in software overdone. It means that they btd already haha" [X Link](https://x.com/edge_of_power/status/2021234654422921384) 2026-02-10T14:47Z [----] followers, [--] engagements "$NBIS agreed to acquire Tavily a maker of software that helps artificial intelligence agents search for up-to-date information needed for tasks like coding and financial trading. As part of the deal Tavily founder and Chief Executive Officer Rotem Weiss and his team will join Nebius which will pay $275 million for Tavily - Bloomberg https://twitter.com/i/web/status/2021258222141636864 https://twitter.com/i/web/status/2021258222141636864" [X Link](https://x.com/edge_of_power/status/2021258222141636864) 2026-02-10T16:21Z [----] followers, [----] engagements "$WULF ATH Lifes good when youre Googles bitch @treasury_bill @BitcoinAIGuy @edge_of_power IREN is down -40% from its ATH. CIFR is down -30% from its ATH. WULF is UP +5% from it's 52w high. What's is common between CIFR & WULF and not there for IREN. Colo. @treasury_bill @BitcoinAIGuy @edge_of_power IREN is down -40% from its ATH. CIFR is down -30% from its ATH. WULF is UP +5% from it's 52w high. What's is common between CIFR & WULF and not there for IREN. Colo" [X Link](https://x.com/edge_of_power/status/2021263430926193112) 2026-02-10T16:42Z [----] followers, [----] engagements "Tax planning and wealth management stocks sank after financial software provider Altruist Corp. launched an artificial intelligence tool for creating tax strategies sparking concerns that traditional players could be at risk. $SCHW $LPL" [X Link](https://x.com/edge_of_power/status/2021279549003088259) 2026-02-10T17:46Z [----] followers, [----] engagements "@MaoBaoBaomby I was looking at $SCHW but it was always too high" [X Link](https://x.com/edge_of_power/status/2021280301461176808) 2026-02-10T17:49Z [----] followers, [---] engagements "$NBIS I asked Gemini how Tavily works: Imagine a client building an AI-driven hedge fund tool designed to track real-time lithium prices and labor strikes in Australian mines. Without Tavily an agent running on Nebius would be "blind" it would understand the lithium market theoretically based on old training data but it wouldn't see a headline that broke ten minutes ago. The developer would have to build a complex fragile pipeline to scrape Google bypass bot protections and strip HTML junk just to get a single reliable fact. With Tavily integrated the Nebius client simply calls an API. In 180" [X Link](https://x.com/edge_of_power/status/2021286289635672109) 2026-02-10T18:12Z [----] followers, [---] engagements "Thoughts about $IREN and $NBIS. I really like what Nebius is doing. Theyre building a full AI stack to serve more than just hyperscalers allowing them to scale across a much broader client base. Its a very smart policy. Even though $NBIS doesnt have the massive power capacity that $IREN has I sleep better with them. Of course we still need to see exactly how much they plan to earn with their recent acquisitions and development but this is a logical path forward. Basically these guys are diversifying because they expect the AI market to expand allowing them to make money alongside big" [X Link](https://x.com/edge_of_power/status/2021325862440669639) 2026-02-10T20:50Z [----] followers, 19.6K engagements "@FrandsenHanz Tired is the right word. Today it fell like $BTDR who had problems on their site. I have nothing to add. You are dead on I wouldnt say it better. Probably people were selling Iren and buying CIFR/WULF" [X Link](https://x.com/edge_of_power/status/2021332614637117640) 2026-02-10T21:17Z [----] followers, [---] engagements "@blackwalletfr I aint selling Im just telling how I feel" [X Link](https://x.com/edge_of_power/status/2021347969195467258) 2026-02-10T22:18Z [----] followers, [---] engagements "I was on WULF acc here guys are invited to speak every day in March fucking impressive. Tho what can they say Google feels so good I dont even feel pain 🙄 Agree about crypto and this were taking thing is total A long time ago I had an employee with the same name as the CEO. Whenever I wanted people to leave me alone Id just say I already handled everything with him. It reminds me of hyperscalers https://twitter.com/i/web/status/2021349406273044801 https://twitter.com/i/web/status/2021349406273044801" [X Link](https://x.com/edge_of_power/status/2021349406273044801) 2026-02-10T22:23Z [----] followers, [--] engagements "@mrknowtalk Its very strange I dont have them 😁 it was a big mistake 🫠 $BTC is $65k and dumps them all tho $NBIS and $CRWV have nothing to do with them" [X Link](https://x.com/edge_of_power/status/2021608781574971731) 2026-02-11T15:34Z [----] followers, [---] engagements "@mrknowtalk Remember Antonio buying $DUOL at [---] Now I understand why he is also bullish on $ADBE so many people use it here. The market is falling still everyone around is making money like crazy" [X Link](https://x.com/edge_of_power/status/2021637932105576955) 2026-02-11T17:30Z [----] followers, [---] engagements "Suddenly The market has remembered that $CRWV is not a miner. Whos next" [X Link](https://x.com/edge_of_power/status/2021671060366655834) 2026-02-11T19:41Z [----] followers, [----] engagements "To me Duolingo is just a terrible waste of time because you repeat a single word a thousand times and a grammatical structure two thousand times only to be given some meaningless rewards and so on. With an LLM you set a topic for conversation like a doctor's visit and interact in a real-world situation. Ive even developed my own method for memorizing new words. The progress is just massive. All my family dumped Duolingo. https://twitter.com/i/web/status/2021851252779254249 https://twitter.com/i/web/status/2021851252779254249" [X Link](https://x.com/edge_of_power/status/2021851252779254249) 2026-02-12T07:37Z [----] followers, [--] engagements "Your friend wouldn't learn a thing with Duolingo either; its a matter of discipline not which app you use. For instance I don't want to be a fat pig so I hit [-----] steps every single day. It doesn't matter what the weather is like whether I have a flight that day or if I'm on a trip. I always get those steps in. Even when my knee hurts and its hard to walk I still do them. Its the exact same thing with a language. If you're too lazy to pick up your phone and tap on an app or an LLM you're not going to learn anything. Opening Duolingo for five minutes and then closing it won't do a damn thing" [X Link](https://x.com/edge_of_power/status/2021852252235800712) 2026-02-12T07:41Z [----] followers, [--] engagements "@mrmag314 They got money its the main ingredient" [X Link](https://x.com/edge_of_power/status/2021944278654611739) 2026-02-12T13:47Z [----] followers, [--] engagements "We don't fully know the specifics of the relationship between $CRWV and $NVDA or exactly how theyre squeezing out that 60% margin. Nebius is targeting 40% which is right on par with AWS and Azure levels. Since when is that considered "bad" You also have to keep in mind that the company is still in its early-stage hyper-growth phase. https://twitter.com/i/web/status/2021960527522504811 https://twitter.com/i/web/status/2021960527522504811" [X Link](https://x.com/edge_of_power/status/2021960527522504811) 2026-02-12T14:52Z [----] followers, [---] engagements "$GOOG just copy-pasted OpenAIs shopping list. Won't make turning a profit for @sama any easier though. Google's moving at warp speed and -2% today. $AAPL fucked up with Siri (again) is green" [X Link](https://x.com/edge_of_power/status/2021711168717435112) 2026-02-11T22:21Z [----] followers, 133K engagements "Is buying $PYPL $ADBE and now $DUOL and $HIMS some kind of masochism You guys seriously need a psychiatrist" [X Link](https://x.com/edge_of_power/status/2021789505703792673) 2026-02-12T03:32Z [----] followers, [----] engagements "$NBIS -6% after ER" [X Link](https://x.com/edge_of_power/status/2021918535946309856) 2026-02-12T12:05Z [----] followers, [----] engagements "Massacre in software stocks: $APP -20% $PLTR -6% $AFRM -8% Bloomberg: Swedish fintech company Klarna Group Plc stopped using software from Salesforce and Workday in [----] replacing the incumbent vendors with tools from smaller SaaS companies with names like Deel and Neo4j then using an AI coding tool called Cursor to build a more modern application layer on top. https://twitter.com/i/web/status/2021983142966337966 https://twitter.com/i/web/status/2021983142966337966" [X Link](https://x.com/edge_of_power/status/2021983142966337966) 2026-02-12T16:22Z [----] followers, [----] engagements "@mrknowtalk Iren is my biggest disappointment. Lousy management prolly NBIS will make me up for these losses. Tho if they cant use 4.5GW it will be very strange. What do you think about $RDDT" [X Link](https://x.com/edge_of_power/status/2022228540100690200) 2026-02-13T08:37Z [----] followers, [--] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@edge_of_power Edge Of Power
Edge Of Power posts on X about $iren, $cifr, $nbis, ai the most. They currently have [-----] followers and [---] posts still getting attention that total [-------] engagements in the last [--] hours.
Engagements: [-------] #
- [--] Week [-------] +241%
- [--] Month [---------] +36%
- [--] Months [---------] +1,893%
Mentions: [--] #
- [--] Week [---] -2.30%
- [--] Month [---] +2.10%
- [--] Months [-----] +370%
Followers: [-----] #
- [--] Week [-----] +6.40%
- [--] Month [-----] +36%
- [--] Months [-----] +1,180%
CreatorRank: [------] #
Social Influence
Social category influence stocks #628 technology brands #7856 finance #1590 cryptocurrencies 11.35% countries #6943 celebrities 2.7% financial services 2.16% currencies 1.08% exchanges 0.54% travel destinations 0.54%
Social topic influence $iren #114, $cifr #88, $nbis #66, ai 9.73%, $crwv #32, $nvda #1391, $wulf #22, money 5.95%, $googl #120, $goog #2
Top accounts mentioned or mentioned by @mrmag314 @mrknowtalk @bitcoinbutcher1 @mart27tan @user889889 @frandsenhanz @waltek192 @tommyleed8888 @orangeman1992 @noel_moore @howietan88 @joeperry1963 @bitcoinaiguy @bcrytpm @aisavvycapital @longinvest32 @perry_lin1 @treasurybill @jiahanjimliu @rklbsfan
Top assets mentioned Iris Energy Limited (IREN) Cipher Mining Inc. Common Stock (CIFR) Nebius Group N.V. Class A Ordinary Shares (NBIS) CoreWeave, Inc (CRWV) NVIDIA Corp. (NVDA) TeraWulf Inc. (WULF) Alphabet Inc Class A (GOOGL) Microsoft Corp. (MSFT) Micron Technology, Inc. (MU) Bitcoin (BTC) Hims & Hers Health, Inc. (HIMS) Oracle Corporation (ORCL) Metadium (META) Duolingo, Inc. (DUOL) CatCoin (CAT) Robinhood Markets, Inc. (HOOD) Now Coin (NOW) Advanced Micro Devices (AMD) Uber Technologies, Inc. (UBER) Morgan Stanley (MS) Salesforce Inc (CRM) AppLovin Corporation (APP) Galaxy Digital Inc. (GLXY) Eli Lilly and Company (LLY) Adobe, Inc. (ADBE) Texas Pacific Land, Corp. (TPL) Goldman Sachs (GS) WhiteFiber, Inc. (WYFI) GE Vernova Inc. (GEV) Hut [--] Mining Corp. (HUT) ServiceNow Inc (NOW)
Top Social Posts
Top posts by engagements in the last [--] hours
"Japan is officially dropping hundreds of billions to bankroll a massive data center build-out on U.S. soil. With SoftBank and Howard Lutnick at the helm all signs point to this being the infrastructure backbone for OpenAIs Project Stargate. And a boost for $ORCL - probably. The connections with Lutnick run deep: in October [----] his company Cantor Fitzgerald co-led the IPO for $FRMI valuing the company at over $12.5B with Kyle Lutnick publicly celebrating the deal. What if this company also needs Japanese money Were talking about a $550B war chest. At $50B per GW this should fund roughly [--] GW"
X Link 2026-02-12T09:03Z [----] followers, 114.5K engagements
"$GOOG is in talks for a massive 250MW data centre in West Texas negotiating directly with Bolt Data and Energy. For $IREN and $CIFR its not the good news The firm co-founded by former Google CEO Eric Schmidt has partnered with Texas Pacific Land $TPL to secure a strategic site for a major data center campus. The deal is built around TPLs unique resource stack: [------] acres of land with built-in access to natural gas renewable energy and dedicated water services for cooling. While the final terms are still being hammered out the scale of the project points toward a long-term infrastructure"
X Link 2026-02-10T10:45Z [----] followers, 42.9K engagements
"$Meta said it will spend more than $10 billion to build a data center campus in Lebanon Indiana. When will we finally see this kind of news for $IREN and when will the stock decouple from $BTC Getting added to the index hasn't helped so far and Im skeptical itll move the needle much. We absolutely must see a deal before the next earnings report management simply has no other choice. Right now the market doesn't care which miners are making what from Bitcoin; theyre all just traded as a single basket of high-risk junk. In my view theyre actually well-positioned because theyre essentially"
X Link 2026-02-11T18:35Z [----] followers, [----] engagements
"$NBIS is projecting a 40% adjusted EBITDA margin for [----] which is a very solid number for an AI infrastructure play in hyper-growth mode. Even though they expect EBIT to remain in the red due to massive R&D and GPU deployment that 40% margin shows the underlying business is efficient. The company is planning to drop $16B$20B in CapEx for [----] to scale their capacity. Thats very close to $CRWV level. To fund this without heavy shareholder dilution theyre looking at adding corporate debt and asset-backed financing to the balance sheet. Basically they are burning cash on hardware and"
X Link 2026-02-12T13:33Z [----] followers, [----] engagements
"But @brian_armstrong sold all he could $COIN I hope that $HOOD wont follow suit BREAKING: Coinbase $COIN says many users currently unable to buy sell or transfer crypto. https://t.co/HMZEoKlJAT BREAKING: Coinbase $COIN says many users currently unable to buy sell or transfer crypto. https://t.co/HMZEoKlJAT"
X Link 2026-02-12T19:01Z [----] followers, [---] engagements
"Cantor sets $100 PT for $IREN The highest on Wall Street They also have $28 PT for $RDW so I would take it with a grain of salt but nevertheless"
X Link 2025-10-14T10:50Z [----] followers, 17K engagements
"$NBIS $IREN Everyone's tired of this selloff so I wrote up my thoughts for Substack - sell everything nuclear winter is coming No wait - or sell everything while posting "buy the dip 🚀" for everyone else Judge for yourself I need to get out before the close https://edgeofpower.org/p/the-market-just-gave-you-a-30-discount https://edgeofpower.org/p/the-market-just-gave-you-a-30-discount"
X Link 2025-11-12T20:48Z [----] followers, [----] engagements
"$IREN $CIFR Goldman: Electricity is becoming a critical factor for AI infrastructure Goldman Sachs notes that access to reliable electricity is emerging as a key variable in the global AI race. According to the bank the U.S. currently accounts for 44% of global data-center capacity or more than [--] GW. Demand is rising quickly: data centers already consume 6% of all U.S. electricity by [----] this could rise to 11% U.S. grid spare capacity has dropped from 26% to 19% over the last five years [--] of [--] regions are now classified as tight Goldman also highlights that in several scenarios spare"
X Link 2025-11-13T14:24Z [----] followers, 10.2K engagements
"Citi resumed $CRWV with a Buy rating and a $135 vs $192 PT right after the OpenAI fundraising. Its still 100% upside despite bad earnings. Against that backdrop its not surprising that $WYFI has already started seeing meaningful upside after its deal. Analysts are now shifting focus to a different question: which miners and infrastructure players can actually dictate terms. The re-rating is no longer just about megawatts or headline pricing but about negotiating power. Thats exactly why Craig-Hallum described the $HUT deal as legendary. Not because of price alone but because it demonstrated a"
X Link 2025-12-19T11:54Z [----] followers, [----] engagements
"@briefing_block_ Anyway some small caps are punished $ARCH $AMPX $SOUN and software $CRM is down 4%"
X Link 2026-01-13T17:05Z [----] followers, [---] engagements
"$IREN $CIFR The ban on gas turbines for xAI provides a massive tailwind for $IREN and its green generation. Elon Musks xAI wont be able to use natural gas-burning turbines to build out its future data centers like it did in Memphis following an EPA rule update this week. While Elon tried to "hack the system" by hauling gas turbines on trailers to Memphis and labeling them mobile engines to bypass the red tape the EPA has officially closed that loophole. Now its simple: if you want gigawatts you either wait [--] years for a grid connection or go through the hell of permitting for stationary"
X Link 2026-01-17T13:04Z [----] followers, 185.2K engagements
"$NUAI Would anyone honestly think that compliance would ever allow a hyperscaler to sign a contract with a company whose CEO and two associates were sued by the New Mexico Attorney General in late December The lawsuit accuses them of a fraudulent scheme involving oil and gas wells. The suit filed in the First Judicial District Court names New Era Energys Chairman and CEO Everett Willard Gray II along with Robert K. Stitzel and Marquis Reed Gilmore Jr. alleging they pocketed revenues from hundreds of oil and gas wells in New Mexico through shell corporations while evading environmental"
X Link 2026-01-23T11:18Z [----] followers, 15K engagements
"$NVDA the dominant maker of artificial intelligence chips invested an additional $2 billion in $CRWV Inc. to help speed up an effort to add more than [--] gigawatts of AI computing capacity by [----]. Nvidia purchased CoreWeave Class A common stock at $87.20 a share the companies said Monday. As part of the collaboration CoreWeave will be among the first to deploy forthcoming Nvidia products including storage systems and a new central processing unit or CPU. Nvidia already a CoreWeave investor previously agreed to buy more than $6 billion in services from the firm through [----] - Bloomberg"
X Link 2026-01-26T13:12Z [----] followers, [----] engagements
"$DUOL and $CHGG are falling after $GOOG rolled out free SAT practice exams directly within Gemini. On top of that Google Translate can now hold conversations in multiple languages meaning you can practice speaking right inside the app. Its only in beta for now but the writing is on the wall: niche software companies targeting B2C are in the line of fire especially those with zero corporate clout. Its clear that once Google makes a move they dont stop. theyll keep aggressivey expanding their edtech footprint. This is just another reason to be extremely cautious with software stocks even after"
X Link 2026-01-26T16:21Z [----] followers, [---] engagements
"If $ORCL offloads Cerner which they shelled out $28B for it would finally let them take a massive hacksaw to a debt load that's been ballooning by tens of billions. Analysts were already calling this deal a bust back in August pointing out that Oracle is bleeding market share in the healthcare space. Since the [----] acquisition Oracle Health has seen client satisfaction stall and has lost [--] unique acute care customers including heavyweights like Intermountain Health UPMC and Henry Ford Health. The competitive landscape is even more brutal. Epic is eating Oracles lunch controlling over 42% of"
X Link 2026-01-27T10:18Z [----] followers, [----] engagements
"👀 $IREN +13% $CIFR +13% $WULF +11% Whats going on $BTC is only 1% up Algos again or big fund already read my article about NeoClouds consolidation Of were talking about algos then tomorrow we can see a pullback. Or maybe ppl buy them before $META earnings. Thoughts"
X Link 2026-01-27T20:19Z [----] followers, [----] engagements
"$AMZN announced plans to terminate about [-----] corporate employees ratcheting up efforts to streamline bureaucracy amid rising competition over artificial intelligence Minus 30k jobs in a few months $ASML cut [----] jobs AI bubble is real 🤡"
X Link 2026-01-28T10:47Z [----] followers, [----] engagements
"$IREN $NBIS GE Vernovas Q4 earnings have become a direct read-through on how much capital is already being deployed into data centers and electricity infrastructure. $GEV Turbines are effectively sold out through [----]. This is not an outlook or an expectation but contracted demand. $59.3B of orders in [----] (+34% organically) and a $150B backlog indicate that new data centers require additional baseload generation capacity Gas turbines long-cycle services transmission equipment substations and power conversion systems are the physical inputs behind AI infrastructure. These segments are driving"
X Link 2026-01-28T20:34Z [----] followers, [----] engagements
"Microsoft shares fell 7% after the software maker issued quarterly results Earnings per share: $4.14 adjusted vs. $3.97 expected Revenue: $81.27 billion vs. $80.27 billion expected Cloud revenue was $32B and increased 29% Microsofts revenue grew 17% YoY $MSFT"
X Link 2026-01-28T21:07Z [----] followers, [----] engagements
"$MSFT isnt just burning our money; its creating added value. $RR cooked up a press release about some sham partnership which pumped the stock 40% in a single day. Then the very next day the company hit shareholders with a dilution. Im curious to see what the SEC does if all of this is true. If youve been following me you know Ive been saying to stay away from this paper since last summer. When I dug into their financials I realized theyre spending less on R&D than they are on G&A. BREAKING: Microsoft denies "commercial" relationship with Richtech Robotics after $RR added $370 million in"
X Link 2026-01-29T17:53Z [----] followers, [----] engagements
"Someone told @markminervini about neoclouds and he just dumped them all into one pile and labeled them energy providers. $IREN and $BE together what an absolute mess. $NBIS also turned into an energy provider. Hope @romanchernin doesnt see this or hell have a heart attack. So a guy who wrote a bunch of trading books hasnt even heard of $IREN. That tells you what kind of bubble were living in here. Youre seeing a pullback in AI data-center energy providerswhat I like to call the picks and shovels of AI. Names like $HUT $BE $NBIS $APLD $IREN $WULF and $CIFR are pulling back today but I doubt AI"
X Link 2026-01-29T18:24Z [----] followers, [----] engagements
"Melius Research argues that in software only a narrow group will truly survive the next phase: $IBM and a handful of companies tied directly to infrastructure. Everything else increasingly looks optional. $NOW is still trading at around 70x trailing earnings while $CRM has already compressed to roughly 30x. On a forward basis the gap remains wide: about 32x for NOW versus 17x for CRM. That raises a very practical question: does it make sense to step into NOW even around $116 despite the fact that it has embedded itself deeply into large enterprise workflows Compared to CRM there is still"
X Link 2026-01-30T07:47Z [----] followers, [----] engagements
"$APP is down 11% Revenue +68% YoY to $1.41B. Net income +92% YoY to $836M. Adjusted EBITDA margin 81%. $1.05B free cash flow in a single quarter. Buyback authorization increased by $3.2B. And yet the stock is down in a broad selloff across software names. Looks like everyone stopped building mobile apps and switched to vibe coding. Except even vibe-coded apps still need users and users dont magically appear without ads. So either demand for attention suddenly went to zero or the market just decided to pretend mobile monetization died overnight."
X Link 2026-01-30T16:41Z [----] followers, [----] engagements
"$NBIS is a miner. Now its official Welcome to the fam bro 👊🏻"
X Link 2026-01-30T18:11Z [----] followers, [----] engagements
"As I said before companies developing consumer-facing software will take the biggest hit from AI. Today $U and $TTWO are tanking because $GOOG has set its sights on the gaming industry. I suspect this is exactly why $APP is dropping for me as well. That said I bought $NOW at a forward P/E of [--] it doesn't look that insane anymore and the company posted strong earnings. Maybe "vibe coding" will catch up to it eventually but when else are you going to buy if not after a dip like this Enterprise software is going to hold out much longer than retail. Wow. Just made my first AI video game with"
X Link 2026-01-30T20:05Z [----] followers, [----] engagements
"$IREN $NBIS Very important update about data centers' energy demands from $CAT call. Joe Creed CEO: We anticipate growth in power generation for both Cat reciprocating engines and Solar Turbines driven by increasing energy demand to support data center build-out related to cloud computing and generative AI. Additionally were starting to see orders for prime power trend higher as data center customers look for alternative power solutions to keep pace with their growth. For example yesterday we announced an order for [--] gigawatts of reciprocating generator sets for a prime power application from"
X Link 2026-01-30T23:29Z [----] followers, [----] engagements
"@HyperAICapital Honestly this is just a conspiracy theory and doesn't mean a thing. The real needle-movers are the construction permit for Independence in [--] weeks and the potential ClickHouse update"
X Link 2026-02-01T08:56Z [----] followers, [---] engagements
"Heres what Im looking for in the $IREN earnings report. First Id like to see the stock at least hold its current levels though how realistic that is with Bitcoin under $80k remains to be seen. This might be a make-or-break moment for a decoupling among miners which currently all trade exactly the same. Even $NBIS has become a miner for algos. Honestly Im dreading Monday; days like Friday just suck. Anyway whatever. Theres gotta be a deal soon no point in dragging this out. Hyperscalers don't give a shit if SW1 is hooked up yet or not; they can sign whenever they want. Hard to say if it'll be"
X Link 2026-02-01T13:39Z [----] followers, 29.7K engagements
"$ORCL is now funding its data centers the same way $IREN and $CIFR do - through ATMs and converts - diluting Larry Ellisons stake for the first time in years. Thats the price of success. For the first time the company also grouped all its major clients together including $META $AMD and xAI. Even with the Elon connection this is the first time Ive seen them referenced as a core client. I could be wrong but its a notable shift. This move could be a precursor to selling off Cerner (their healthcare unit) and the [----------] job cuts Ive mentioned before. The company can no longer rely on issuing"
X Link 2026-02-02T04:21Z [----] followers, [----] engagements
"Honestly does reputation even mean anything anymore Is $ORCL really not the least bit bothered that their offering is being handled by $GS especially when the bank's top lawyer apparently valued her connection to Epstein Not a chance. Nothing changes until theres a hit to the bottom line until people actually refuse to take money from anyone tied to a pedo. Nothing on Wall Street is going to change until institutional investors and major shareholders start dumping assets en masse over reputational risks. To them its just "noise" they have to outlast. The most cynical part is how they all push"
X Link 2026-02-02T09:33Z [----] followers, [---] engagements
"The $NBIS report 2/12 is a crucial chance to see the actual margins on the $MSFT deal and the execution progress on the project that could add another $2B. Q325 revenue was up 4x YoY to $146M and while the growth is insane the market is now in a 'Show me the money' phase. Investors want to know when they hit positive cash flow especially after that $119M net loss. That said the core infrastructure business is already hitting a nearly 19% adjusted EBITDA margin. Thats a massive statement and it proves the unit economics work even while theyre scaling. If they hit the $7-9B ARR target with"
X Link 2026-02-02T12:38Z [----] followers, [----] engagements
"@ChrisKing189362 @mrmag314 When you're buying a shitco you've gotta dig up the dirt 😁😁😁"
X Link 2026-02-02T17:32Z [----] followers, [--] engagements
"$WULF has significantly expanded its footprint and bought the sites with power already connected +1.5GW Theyre gearing up to handle a new order from their masters at $GOOG. We're expecting either Fluidstack or Anthropic. This new capacity is a game changer it puts them right up there with $IREN and $CIFR In Kentucky TeraWulf has acquired a former industrial site in Hawesville. The site includes more than [---] buildable acres for compute capacity and offers immediate access to robust power infrastructure including multiple high-voltage transmission lines an on-site energized substation and a"
X Link 2026-02-02T21:51Z [----] followers, [----] engagements
"@HowieTan88 $WULFs sites aren't exactly direct competitors to what $IREN has. Theyve got everything dialed in for $NVDA chips which requires massive investment on top of what WULF already spent but yeah the trend is obvious. guys are catching up"
X Link 2026-02-02T22:59Z [----] followers, [---] engagements
"I'm looking at the analysts and $2230 seems to be the consensus. Of course things could go south. Data centers are currently mooning and a Bitcoin crash is always a possibility but $CIFR doesn't really depend on BTC that much anymore. Theyre pulling in $55M a quarter from mining which is basically just enough to cover five square meters of the data centers theyre building. There could be some kind of tectonic shift in the market where we suddenly don't need this much capacity. Honestly I'm nervous too https://twitter.com/i/web/status/2018673202675745116"
X Link 2026-02-03T13:09Z [----] followers, [---] engagements
"$CIFR has announced a $2B private offering of senior secured notes due [----]. The proceeds will be used to complete the construction of the Black Pearl Facility and fund debt service reserves. This facility is being developed for AWS under a $5.5B contract and must start working at the August 💪🏻 Bullish @edge_of_power This just came up https://t.co/clpts7tzs2 @edge_of_power This just came up https://t.co/clpts7tzs2"
X Link 2026-02-03T14:10Z [----] followers, [----] engagements
"$AMD CEO: Hyperscalers Expanding Infrastructure to Meet Growing Cloud-Services Demand in Al Still the stock is down 9%"
X Link 2026-02-03T23:05Z [----] followers, [---] engagements
"My buddy used vibe coding to build himself a language-learning app for multiple languages at once. So the question is will he keep paying for $DUOL And what's the deal with those accounts constantly posting revenue growth charts These people don't get that a crash happens in a single day they're completely blind to whats coming. Im no software expert but my gut tells me that apps targeting regular consumers will be the first to go. Theres no point in paying for ChatGPT or $DUOL. But ditching something like $NOW or $CRM will be a lot harder because theyre baked into the corporate structure. I"
X Link 2026-02-03T23:54Z [----] followers, [---] engagements
"Thats what Im talking about. Vibe coding is perfectly fine for personal use or simple apps. But to get something to a high level professional engineers still need to step in and refine it. Some people won't want to deal with that at all. Its definitely not a reason for a total sell-off. However apps built around a single specific task are going to have a very tough time. https://twitter.com/i/web/status/2018842862411018256 https://twitter.com/i/web/status/2018842862411018256"
X Link 2026-02-04T00:23Z [----] followers, [--] engagements
"@ScottWebb0880 Agree here $hut is also doing great"
X Link 2026-02-04T00:33Z [----] followers, [---] engagements
"$GLXY is more tethered to Bitcoin because it's primarily a financial platform plus they lease space to $CRWV. $IREN simply doesn't have that kind of business model. But could they drop Of course they could. Anything can happen in a market like this. A good sign though is that $CIFR held its ground after the bond issuance. https://twitter.com/i/web/status/2018916557288509619 https://twitter.com/i/web/status/2018916557288509619"
X Link 2026-02-04T05:16Z [----] followers, [---] engagements
"@mrknowtalk Of course they do as a miner but $GLXY is a crypto bank. When $BTC is falling ppl make less transactions. Thats the core business. While $IREN is only mining in will transform everything into data centres eradicating mining completely"
X Link 2026-02-04T05:26Z [----] followers, [---] engagements
"WSJ is bashing Copilot but I caught an interesting detail in the piece regarding $MSFT's compute constraints: The effort to train proprietary models has been hampered by a shortage of computing capacity with the company rationing server time to ensure availability for OpenAI and other customers of its Azure cloud service. On a number of benchmark tests Microsofts flagship proprietary AI model ranks well below competitors. Its a very good sign for NeoClouds like $IREN and $NBIS to pick up more deals seeing as even the cloud leader can't meet its own internal demands."
X Link 2026-02-04T05:39Z [----] followers, [---] engagements
"@DrTomsLens Dont stop pitching $DUOL bro you got so much to learn 🤡"
X Link 2026-02-04T05:49Z [----] followers, [---] engagements
"@HowieTan88 $2 subscription pays off more than $MSFT haha. Thanks man Appreciate"
X Link 2026-02-04T07:01Z [----] followers, [---] engagements
"Imagine holding $PYPL for [--] years and thinking you're sane I'm adjusting my $PYPL price target from $125 to $101. It represents: - A 140% potential upside from current price of $42 - A potential 28% CAGR return over the next [--] years I'll post my updated valuation model tomorrow and no I'm not selling a single share. I'm adjusting my $PYPL price target from $125 to $101. It represents: - A 140% potential upside from current price of $42 - A potential 28% CAGR return over the next [--] years I'll post my updated valuation model tomorrow and no I'm not selling a single share"
X Link 2026-02-04T08:05Z [----] followers, [----] engagements
"Despite the solid offering it didn't save $CIFR miners are tanking between 7-12%. It feels like the carnage in software stocks has triggered margin calls across the board forcing people to liquidate everything or just flee to cash. $BTC is sitting at a critical $75k level. $IREN -11% $NBIS -7% *TALK: BLACK PEARL COMPUTE $2B NOTES 6.375%: BN CIFR looks to be pricing at 6.375% vs CRWV 9.25% APLD 9.25% and WULF 7.75%. Tighter spread reflects the A1-rated Amazon completion guarantee which covers construction cost overruns and eliminates the tenant walk-away risk *TALK: BLACK PEARL COMPUTE $2B"
X Link 2026-02-04T15:18Z [----] followers, [----] engagements
"After you checked the market $IREN $CIFR"
X Link 2026-02-04T16:24Z [----] followers, [----] engagements
"@Joeperry1963 small craps i'll do exactly the same. Mike was pumping $ASST while he could so you did the right thing. I sold $NOW to buy $CIFR"
X Link 2026-02-04T17:20Z [----] followers, [---] engagements
"@yianisz If your logic is true then every miner issued bonds at the same time. so lame"
X Link 2026-02-04T17:58Z [----] followers, [---] engagements
"The market has lost its mind everyones bailing on AI. Heres my take: the panic that started with SaaS companies has snowballed into a mass exodus from anything AI-related. Obviously $IREN dropping 18% and $CIFR tanking 20% feels like overkill but the market couldn't care less right now. Maybe it was $AMD s decent-but-not-great earnings that triggered it or maybe its a "Black Swan" event where the SaaS sell-off combined with $BTC weakness led to a blanket dump of all tech in favor of industrials. But lets be real industrials aren't exactly cheap either and they won't see much growth without"
X Link 2026-02-04T18:38Z [----] followers, 12.2K engagements
"@Hank_BTC_1 Ive sold $MU puts thats all I came up with plus $CIFR calls"
X Link 2026-02-04T20:22Z [----] followers, [---] engagements
"$GOOG -5% WTF Earnings per share: $2.82 vs. $2.63 estimated Revenue: $113.83 billion vs. $111.43 billion estimated CEO Sundar Pichai Said "Our first party models like Gemini now process over [--] billion tokens per minute via direct API use by our customers and the Gemini App has grown to over [---] million monthly active users." Its on par with ChatGPT Alphabet's Q4 results show a 48% surge in Google Cloud revenue to $17.7 billion and a 14% increase in Google Services to $95.9 billion. Meanwhile the company anticipates massive CapEx investments for [----] projected to range between $175 billion"
X Link 2026-02-04T21:11Z [----] followers, [----] engagements
"$ARM had great earnings beat the forecast and it's still down 10%. What the fuck They hit the top and bottom lines fair and square. On top of that SoftBank has no plans to sell. This looks exactly like what happened with AMD and AVGO. So because Arm is linked to OpenAI through a common shareholder it has to be dumped by 10% That is just borderline insane. Q3 [----] Financial Highlights: Revenue: Record $1.24 billion (+26% YoY) beating the $1.22 billion forecast. EPS (Non-GAAP): $0.43 crushing the expected $0.32. Royalty Revenue: Hit a record $737 million (+27% YoY). Q4 Guidance: Raised to"
X Link 2026-02-04T22:41Z [----] followers, [----] engagements
"What Google is doing is pushing the stakes in this arms race with OpenAI to an insane level. They are cranking up CapEx to a point where no one can catch them. Theyre going to build massive data centers keep pouring money into Anthropic fine-tune their own TPUs and build out their agents no one else has that kind of capital. This is an all-out war. Naturally this is great news for infrastructure companies that just got absolutely slaughtered today. $GOOG just gave us the perfect excuse to push for $400 and force the OpenAI consortium into a corner. That public meltdown over the Anthropic ad"
X Link 2026-02-04T23:57Z [----] followers, [----] engagements
"He usually raises capital in the Middle East. Im not even sure hell need to put up shares as collateral though thats certainly on the table. If this is a venture investment they could take a stake in the company itself which would skyrocket after the IPO. There are options here. That said Masas reputation is still stained after the WeWork fiasco and people arent just going to hand him cash anymore. Obviously a low stock price doesn't do him any favors. https://twitter.com/i/web/status/2019199654227779783 https://twitter.com/i/web/status/2019199654227779783"
X Link 2026-02-05T00:01Z [----] followers, [---] engagements
"@mrmag314 @BitcoinAIGuy If Im getting this right theyre talking about zombie projects the ones that got the green light but haven't actually started building anything. Projects unlikely to advance"
X Link 2026-02-05T08:05Z [----] followers, [--] engagements
"@matthew_sigel It says about the projects unlikely to advance. Do you think it can hold $CIFR and $IREN"
X Link 2026-02-05T11:07Z [----] followers, [---] engagements
"@bitcoinbutcher1 Why dont you take $BTC into account"
X Link 2026-02-05T13:48Z [----] followers, [---] engagements
"@bitcoinbutcher1 If I have clarity to this moment. Even Google is down 5%. What was wrong with them Maybe theyre mining too"
X Link 2026-02-05T14:01Z [----] followers, [--] engagements
"$IREN earnings werent bad and I wrote that they would miss bc their bottom line depends on financial engineering. But they have $9B of secured financing cash and 6% yields. Plus they added 1.5GW in Oklahoma leaving Texas with new ERCOT rules. Execution goes as planned no delays with $MSFT contract and advanced negotiations with Hyperscalers. But algos see the numbers and dump dump dump $NBiS at $70 is ridiculous https://twitter.com/i/web/status/2019539739897131343 https://twitter.com/i/web/status/2019539739897131343"
X Link 2026-02-05T22:32Z [----] followers, 16.4K engagements
"$IREN -30% Whats going on"
X Link 2026-02-05T22:56Z [----] followers, [----] engagements
"@tradepal_app Why -33%"
X Link 2026-02-05T23:04Z [----] followers, [---] engagements
"@treasury_bill @tasha463726 Probably"
X Link 2026-02-05T23:10Z [----] followers, [--] engagements
"Citizens analyst Greg Miller reiterated a Market Outperform rating and $80.00 price target on $IREN No details yet share if you have access"
X Link 2026-02-06T10:19Z [----] followers, 21.8K engagements
"@AlexfromBabylon With $2.8B on the balance sheet they can just buy a team and solve this. Everything else is just noise"
X Link 2026-02-06T11:03Z [----] followers, [---] engagements
"By the way he mentioned the GPU delays for Canada not sure how much that's gonna hit the top line. Im totally with you on that. Hes trying to build a solid conservative track record. Who knows what else those data centers could be used for down the road; usually new opportunities just pop up along the way. The more assets you have the more flexibility you've got. https://twitter.com/i/web/status/2019729333737148719 https://twitter.com/i/web/status/2019729333737148719"
X Link 2026-02-06T11:06Z [----] followers, [---] engagements
"$IREN Quick update from CItizens: the newly acquired Oklahoma site alone could represent upward of $50 of potential incremental value to IRENs stock price once it is ultimately leased. The firm expressed increased confidence in IRENs strategic pivot from bitcoin mining toward providing higher-quality data center capacity to large-scale customers with profitable contracts that generate sustainable cash flow. Citizens highlighted IRENs substantial capacity resources noting the company has over 2GW of capacity available to contract with hyperscalers or neocloud providers. Citizens analyst Greg"
X Link 2026-02-06T11:16Z [----] followers, 15.5K engagements
"@ishay_david But they were asked for it. And they dont have a deal yet. The more you give the more you get"
X Link 2026-02-06T11:37Z [----] followers, [---] engagements
"$IREN PT Lowered to $82 from $132 at Cantor Fitzgerald 'They Have the Power & Demand; Pullback a Buying Opp' analyst Brett Knoblauch [--] is more realistic. He just clocked the CAPEX. Like shit we actually have to drop some cash and take out loans"
X Link 2026-02-06T12:07Z [----] followers, [----] engagements
"@ishay_david Let's hope we hear about a new contract soon or my wifes gonna kick me out of the house for these investments. Then again Im the idiot who made the call"
X Link 2026-02-06T12:27Z [----] followers, [--] engagements
"@kingpeebz69420 I cant imagine how I needed this twas a terrible days. [--] figs down every day"
X Link 2026-02-06T12:32Z [----] followers, [--] engagements
"$IREN - punished for no new deal $IREN 1) Bernstein released a research report price target reiterated at $125 2) Macquarie out with $70 target. https://t.co/oHa6XfkD74 $IREN 1) Bernstein released a research report price target reiterated at $125 2) Macquarie out with $70 target. https://t.co/oHa6XfkD74"
X Link 2026-02-06T12:39Z [----] followers, [----] engagements
"@Beahmer After to grab below $30 algos know how to take money from paper hands"
X Link 2026-02-06T13:23Z [----] followers, [---] engagements
"$BITF dumps bit from its name. Now theyre sheltered from volatility. $BITF re-domiciling from Canada to USA (Delaware) and changing name to Keel Infrastructure HQ NYC. Decision based on comprehensive strategic review including analysis of investor sentiment and capital markets trends with an eye to maximizing shareholder value Expects to https://t.co/CNKesaNl7X $BITF re-domiciling from Canada to USA (Delaware) and changing name to Keel Infrastructure HQ NYC. Decision based on comprehensive strategic review including analysis of investor sentiment and capital markets trends with an eye to"
X Link 2026-02-06T13:25Z [----] followers, [----] engagements
"@Beahmer And $BTC the same"
X Link 2026-02-06T13:30Z [----] followers, [--] engagements
"@user889889 @bitcoinbutcher1 @BCrytpM He adjusted its logical but all this madness when ppl were talking shit about him non stop its bad bro very bad"
X Link 2026-02-06T16:29Z [----] followers, [--] engagements
"@bitcoinbutcher1 @user889889 @BCrytpM Analysts always make the call before earnings and he doesnt have to wait. Its common practice"
X Link 2026-02-06T16:41Z [----] followers, [--] engagements
"If every man spoke about his wife the way the $WULF CEO @PaulBPrager talks about $GOOG the divorce rate would plummet by 80%. This was determined by scientists at the UCLA Urban Development Lab after analyzing the businessman's interviews"
X Link 2026-02-06T19:01Z [----] followers, [---] engagements
"$IREN should stabilize after this earnings report. The worst is already behind them in terms of financial metrics and we now have a clear picture of the Microsoft deal and how the Roberts bros plan to move forward. Theyve gained experience in sourcing several billion dollars for a major deal something they didn't have before. Solid banking relationships have been built; Goldman Sachs and JPMorgan are now key players having organized the credit for the Microsoft deal. This is huge and nobody is writing about it. The company has brought in the two biggest banks which is massive for their"
X Link 2026-02-06T22:21Z [----] followers, [----] engagements
"It was common knowledge that these numbers were coming given the BTC slump and the mandatory revaluation of financial instruments for the report. The bottom line is that they actually have the cash for the Microsoft contract and they secured that funding at the lowest rate possible. If they had a professional IR team they would have specified which quarter theyll start recognizing the revenue from the Microsoft deal. Since they didnt do that the initial market reaction was predictably bad. Im not trying to sugarcoat this they need to show the money. Ive been saying along with other guys who"
X Link 2026-02-07T08:09Z [----] followers, [--] engagements
"$GLXY is primarily a crypto bank and the market is pricing it with the same low valuation multiples it applies to all miners due to depressed crypto expectations. CAPEX here were talking $10M per 1MW. Sure they have $2.6B on the balance sheet but you cant overlook the $CRWV factor which is creating a drag on every company linked to OpenAI. At the end of the day the "crypto winter" is whats really weighing everything down. https://twitter.com/i/web/status/2020052826911584370 https://twitter.com/i/web/status/2020052826911584370"
X Link 2026-02-07T08:31Z [----] followers, [---] engagements
"@midlevelcruiser $CIFR has it and what And $WULF. If they wanted Colo theyd have it already. This delay is connected to their stubbornness"
X Link 2026-02-07T08:54Z [----] followers, [---] engagements
"@Wizardofdigi19 @m0xt_ If $CRWV isnt backed by $NVDA or OpenAI thats also NVDA apld will feel the heat. Its not isolated and its a mistake to think that theyre in another place"
X Link 2026-02-07T11:32Z [----] followers, [---] engagements
"I dont have an explanation for why theyre doing this. Maybe they figured a Danish company wouldn't be able to stand its ground as well as an American one. I mean they arent selling $LLY knockoffs. Why should we as retail investors take on these risks Why should we have to wonder how a standoff with the White House is going to end From a business perspective if theyre moving like this its a sign that their other business lines are probably struggling. https://twitter.com/i/web/status/2020105955849978244 https://twitter.com/i/web/status/2020105955849978244"
X Link 2026-02-07T12:02Z [----] followers, [--] engagements
"Thank you for your opinion We always have to take a critical look at what management is doing especially with $HIMS where they were dumping tens of millions of dollars in stock. And on the flip side who was actually pumping this thing Who decided to label them a "generational wealth" company A handful of influencers many of whom seemed to have access to exclusive company news. That doesn't just happen by accident"
X Link 2026-02-07T12:25Z [----] followers, [---] engagements
"@DeepValueBagger Ive made 24% on $CAT in a month"
X Link 2026-02-07T15:59Z [----] followers, [--] engagements
"@Gyujin_9701 @jiahanjimliu Spare me your software word salad it has zero to do with what I was actually talking about. By the way is your $300 price target still a thing Youre really comparing $CRWV and $ORCL to $IREN🤦🏻 Everyone sees you shilling now"
X Link 2026-02-07T19:08Z [----] followers, [---] engagements
"@Spiralout_one @RklbsFan Dead on man 👊🏻 negotiating contracts. Hyperscalers pay $NBIS a top dollar to keep it running. $IREN has a lot to learn"
X Link 2026-02-07T20:12Z [----] followers, [---] engagements
"@PSInvestor @jiahanjimliu This thread is crash course of shilling. With much more to come of course 🤦🏻"
X Link 2026-02-07T21:58Z [----] followers, [---] engagements
"@PSInvestor @jiahanjimliu I dont know why are you so blind to see where he gets all this info. Think about it Maybe from the company itself Use your brains while its not too late"
X Link 2026-02-07T23:15Z [----] followers, [--] engagements
"@RklbsFan @Spiralout_one NBIS contract with Microsoft is 17B Iren is 9B. They do have to learn. Is it clear"
X Link 2026-02-07T23:18Z [----] followers, [--] engagements
"@QualityInvest5 Also $Adbe"
X Link 2026-02-08T00:10Z [----] followers, [---] engagements
"It makes sense I agree but if you manage to become a real NeoCloud youll have much more in perspective. Im not pitting them against each other they all are trading like miners and far off ATH badly beaten group. $WULF is a $GOOG s bitch. $CIFR wants to diversify but their merger would create a better and stronger company https://twitter.com/i/web/status/2020395945712595338 https://twitter.com/i/web/status/2020395945712595338"
X Link 2026-02-08T07:15Z [----] followers, [---] engagements
"$Uber could buy them as the closest partner with a massive cash pile. Apple wont buy anything even though it would make sense. Tim Cook is an idiot who cant see past his own nose. I agree regarding $META; it would be a great idea though I doubt theyd spread themselves thin. I think a buyout by Uber followed by raising money on the market would be the best move. https://twitter.com/i/web/status/2020406368419668187 https://twitter.com/i/web/status/2020406368419668187"
X Link 2026-02-08T07:56Z [----] followers, [---] engagements
"They have only one deal so for speculation its ok. If youre going to invest invest in the leaders. Buying the smallest company in the group that trades like Bitcoin is a hard pass. I made 24% on $CAT in January imagine if that money had been in $WYFI. $IREN and $CIFR are enough for me; I'm not touching any other company in the sector. https://twitter.com/i/web/status/2020407400109400531 https://twitter.com/i/web/status/2020407400109400531"
X Link 2026-02-08T08:00Z [----] followers, [---] engagements
"$NBIS Im not sure about AvRide or how competitive they are compared to someone like Waymo. It takes massive capital. There wont be many winners in this space; two or three players will end up devouring everyone else. $Uber will likely just buy one of them because as an app it will cease to exist. Itll be useless as just an add-on or at least it wont be worth nearly what it is now. Same goes for any software. Smaller players simply wont be able to compete with them. If $GOOG is already pulling $16B into Waymo and it's valued at $126B its already worth nearly as much as Uber. If AvRide wants to"
X Link 2026-02-08T08:44Z [----] followers, [---] engagements
"@MegatrendGlobal Thank you for understanding. Ive made 24% with $CAT in Jan earned some with $GEV and $TSM calls. Im into semis and industrials right now. MU csp look good. In no way Im gonna buy $HIMS or smth closer"
X Link 2026-02-08T10:50Z [----] followers, [--] engagements
"$HIMS The biggest issue is the management of a company that the market treats as a GLP-1 proxy. Revenue from cheap generics was projected to hit $725M this year. This is about a third of their total top line. How exactly are they going to make up for that shortfall now Management is a core part of any investment thesis. Weve seen the difference it makes with $AMD versus $NVDA and others. $HIMS management is pushing boundaries and testing the governments reaction. The Biden administration didn't do much. They looked the other way while pharma companies lost business to cheap substitutes. If"
X Link 2026-02-08T14:00Z [----] followers, [----] engagements
"@manninglawrence @aleabitoreddit Its not the question of FDA approval its the equation of sanity first and foremost. They dont have to invent drugs. They have to sell existing drugs. Moreover they had a partnership with $NVO but they were too greedy"
X Link 2026-02-08T14:41Z [----] followers, [--] engagements
"You asked $IREN cult wheres new deal"
X Link 2026-02-08T19:15Z [----] followers, [---] engagements
"@waltek192 @anni_sen Im not sure Dems will do that thing. Especially if its up and running. $IREN should think about software a long time ago not only now when they got [--] months for a deal. $NBIS got rid of russian trace when they got $MSFT now its irrelevant"
X Link 2026-02-08T21:58Z [----] followers, [---] engagements
"$HIMS is a prime example of why you shouldn't dump significant capital into pharma especially biotech. Heres why ✅ You have to be an expert in regulatory changes. It is impossible to keep up if you aren't a specialist. Youd basically need a mini home office with a lawyer a doctor and God knows who else just to track everything. Doing it solo is unrealistic. ✅ A single failed clinical trial can set the stock back for years. You might think it doesn't matter if a new drug cuts weight by 15% instead of 20%. Most people would be thrilled with 10% just to avoid going to a place as miserable as the"
X Link 2026-02-08T22:29Z [----] followers, [----] engagements
"Hyperscalers choose whoever has the best execution. They couldn't care less whether someone owns their own power source or not. Microsoft paid $NBIS nearly twice as much as $IREN because it's easier for them to pay a premium and actually serve their clients than to deal with the kind of reporting we just saw. All of this is just speculation on our part anyway. I have no interest in pitting these two companies against each other. https://twitter.com/i/web/status/2020633975513883039 https://twitter.com/i/web/status/2020633975513883039"
X Link 2026-02-08T23:00Z [----] followers, [---] engagements
"@mrknowtalk My bad I didnt buy $LLY at [---] Id better be with them than with some miners. The last week was the worst in my life"
X Link 2026-02-09T06:44Z [----] followers, [--] engagements
"@mart27tan Im also thinking about buying them again but I compare them with $LLY that moved in another direction. And this stops me"
X Link 2026-02-09T06:45Z [----] followers, [--] engagements
"If $MU gets 20% in $NVDA allocation it raises the question of why SemiAnalysis put this information out and who actually benefits from it. We are witnessing a massive war between Korean memory manufacturers and the American one. Or perhaps some fund desperately needs to tank $MU just to scoop it up on the cheap. If the reports of increasing shipments to NVIDIA to 20% are confirmed it effectively doubles $MU's market share. However if Micron gets nothing it calls the entire $100B new fab project into question. Its also unclear why Goldmans valuation has been such a massive outlier from the"
X Link 2026-02-09T09:19Z [----] followers, 32.8K engagements
"If $MU gets 20% in $NVDA allocation it raises the question of why SemiAnalysis put this information out and who actually benefits from it. We are witnessing a massive war between Korean memory manufacturers and the American one. Or perhaps some fund desperately needs to tank $MU just to scoop it up on the cheap. If the reports of increasing shipments to NVIDIA to 20% are confirmed it effectively doubles $MU's market share. However if Micron gets nothing it calls the entire $100B new fab project into question. Its also unclear why Goldmans valuation has been such a massive outlier from the"
X Link 2026-02-09T09:37Z [----] followers, [----] engagements
"Morgan Stanley sets $37 PT on $WULF. The company has a "strong" track record of signing agreements with data center customers and has experience in building a wide range of power infrastructure assets the analyst tells investors in a research note. Morgan Stanley is bullish on the "increasingly attractive valuations" of bitcoin-to-data center conversions. Let's also not forget that Morgan Stanley is the lead underwriter for $WULF bonds; the bank also has an extremely bullish outlook on data center development and the power shortage. @perry_lin1 plenty more to come @perry_lin1 plenty more to"
X Link 2026-02-09T09:58Z [----] followers, [----] engagements
"Morgan Stanley analyst Stephen Byrd initiated coverage of $CIFR with an Overweight rating and $38 price target. Morgan Stanley is bullish on the "increasingly attractive valuations" of bitcoin-to-data center conversions. It sees significant upside in Cipher shares. Recent capital expenditure updates from the hyperscalers support the thesis that compute demand is likely to exceed supply MS is the main investment bank of the company underwriting bonds. The same goes to $WULF https://twitter.com/i/web/status/2020802114780324189 https://twitter.com/i/web/status/2020802114780324189"
X Link 2026-02-09T10:09Z [----] followers, 19.4K engagements
"@jukan05 Whats going on with $MU and whos right"
X Link 2026-02-09T11:38Z [----] followers, [---] engagements
"Found the chart from The Korea Economic Daily that contradicts @SemiAnalysis_ $MU 19%. Whos right For $MU Micron to be focused on NAND/DRAM and STILL getting nearly the same allocation as Samsung in HBM4 You are not bullish enough anon 🫡 For $MU Micron to be focused on NAND/DRAM and STILL getting nearly the same allocation as Samsung in HBM4 You are not bullish enough anon 🫡"
X Link 2026-02-09T11:48Z [----] followers, [----] engagements
"@Joeperry1963 I wouldnt worry about $CIFR hes covered its a matter of time"
X Link 2026-02-09T12:30Z [----] followers, [---] engagements
"@MB_Hogan I also hope they can deliver i don't wanna see another $IREN's earnings. Won't be surprised to see a little injection from $NVDA. Anyway the world don't need do many NeoClouds this year we'll see M&A deals while they're relatively cheap"
X Link 2026-02-09T13:33Z [----] followers, [---] engagements
"$HIMS So strange they didn't mention Greenland Novo Nordisks lawsuit is a blatant attack by a Danish company on millions of Americans who rely on compounded medications for access to personalized care. Once again Big Pharma is weaponizing the US judicial system to limit consumer choice. This lawsuit attacks more than just Novo Nordisks lawsuit is a blatant attack by a Danish company on millions of Americans who rely on compounded medications for access to personalized care. Once again Big Pharma is weaponizing the US judicial system to limit consumer choice. This lawsuit attacks more than just"
X Link 2026-02-09T14:08Z [----] followers, [---] engagements
"@AkbarInvests I dont own $CRWV sold after the last earnings"
X Link 2026-02-09T14:29Z [----] followers, [--] engagements
"$CRWV generates $5B in annual revenue and their chip purchases are strictly tied to existing contracts. This represents only 2% of $NVDA's annual revenue. I wrote an article arguing that $NVDA needs them solely as its own cloud infrastructure. Therefore I don't believe $NVDA is dependent on them in any way. Let's put it this way: if it disappeared tomorrow nothing would change. Theyd just pivot their investment to something like $NBIS. https://twitter.com/i/web/status/2020879577128550476 https://twitter.com/i/web/status/2020879577128550476"
X Link 2026-02-09T15:16Z [----] followers, [--] engagements
"$IREN's IR is working completely unprofessional. They couldn't even secure coverage from Morgan Stanley whos putting out bullish price targets. If they hadn't kept quiet and had actually warned that the Microsoft revenue wouldn't be factored into this quarter we wouldn't have seen a 30% crash. Its just some bush-league way of doing business. Im honestly speechless. https://twitter.com/i/web/status/2020880548382519634 https://twitter.com/i/web/status/2020880548382519634"
X Link 2026-02-09T15:20Z [----] followers, [---] engagements
"Absolutely not I wound deal with the best supplier. And your logic contradicts their work with $TSMC while $INTC is completely out of the loop. The only thing that can help $MU is some administrative pressure to keep working places afloat. Btw is there an alternative to $ASML It's really tough to say what NVIDIA would do in that position. I'm sure theyre perfectly comfortable with two suppliers or even with just SK Hynix https://twitter.com/i/web/status/2020887064472965622 https://twitter.com/i/web/status/2020887064472965622"
X Link 2026-02-09T15:46Z [----] followers, [---] engagements
"@AISavvyCapital On one hand I agree with you I think there could be a lot of upside there that we don't even see yet. Then I look at that massive CapEx how these stocks are constantly swinging what kind of shit is going on with my portfolio and all that's left to do is sigh"
X Link 2026-02-09T16:17Z [----] followers, [--] engagements
"Building a [--] GW sites from scratch including Blackwell/Rubin chips requires roughly $400B. Thats an insane amount of capital that has to be pulled from OpenAIs share raised on the open market or sourced elsewhere. Were likely talking about a multi-year rollout aimed at [----]. This is a massive tailwind for $WULF and $CIFR though the two of them alone won't be enough to meet that kind of demand. As for whether Anthropic will tap $IREN I won't speculate. It turns out all that talk about gargantuan Capex is being vindicated. Some of these costs are probably already baked into the massive Capex"
X Link 2026-02-09T18:22Z [----] followers, 15.3K engagements
"@beauty_oe $MU"
X Link 2026-02-09T18:35Z [----] followers, [---] engagements
"@roberto45580514 @XCapitalMgmt Im not bullish enoughguilty as charged. The situation with $IREN and a few other stocks convinced me that even if I miss out I won't regret it. I cleared 24% in January with $CAT but if I had been betting on $ASST Id probably be in the hospital"
X Link 2026-02-09T19:33Z [----] followers, [---] engagements
"I covered my $MU CSPs at breakeven. The stock is trading high. I definitely don't want to wake up wondering about the companys relationship with $NVDA or whether they're making better chips than Samsung. At the end of the day FOMO is a terrible advisor and I already made my money on $STX. You can buy SK Hynix through European exchanges but its sitting at all-time highs right now. The biggest lesson Ive learned and am still working through is FOMO. Nothing has done me more damage and thats exactly what Im still cleaning up. There has to be a very very serious catalyst to buy a stock at or near"
X Link 2026-02-09T21:26Z [----] followers, 10.1K engagements
"@noel_moore Leave smth to $IREN 😁😁😁"
X Link 2026-02-09T21:57Z [----] followers, [---] engagements
"@ser_kingslayer_ They use Googles TPUs for inference so who knows. I dont think that Nvidia can strong arm them to using only their shit but it will be a lot"
X Link 2026-02-09T22:15Z [----] followers, [--] engagements
"$CRDO +28% after the company said it expects to report revenue in the range of $404 million to $408 million up from prior guidance of $335 million to $345 million. Credo designs high-speed connectivity solutions that act as the vital infrastructure for AI data centers. Their active electrical cables allow massive GPU clusters to communicate efficiently while keeping power consumption in check. Its a classic infrastructure play that depends heavily on the spending cycles of giants like Microsoft and Amazon. On its peak it was $213. So you can imagine how hard to predict its performance. One"
X Link 2026-02-09T22:37Z [----] followers, [----] engagements
"$GOOG is in talks for a massive 250MW data centre in West Texas negotiating directly with Bolt Data and Energy. For $IREN and $CIFR its not the good news The firm co-founded by former Google CEO Eric Schmidt has partnered with Texas Pacific Land $TPL to secure a strategic site for a major data center campus. The deal is built around TPLs unique resource stack: [------] acres of land with built-in access to natural gas renewable energy and dedicated water services for cooling. While the final terms are still being hammered out the scale of the project points toward a long-term infrastructure"
X Link 2026-02-10T10:21Z [----] followers, [---] engagements
"If $IREN and $CIFR are getting whipped around Im definitely not putting a dime into $NUAI when they only have $14M on the balance sheet. Itd be too easy if everyone with a plot of land in Texas could just roll in some gas turbines and wait for Google to show up. Plus management is facing a lawsuit. No thanks Id rather be able to sleep at night. https://twitter.com/i/web/status/2021187196439363736 https://twitter.com/i/web/status/2021187196439363736"
X Link 2026-02-10T11:39Z [----] followers, [----] engagements
"Its hard to argue with that it is what it is. But every time I see these deals I find myself wondering when its going to be $CIFR or $IRENs turn. You end up watching everyone else close deals while youre sitting there like an idiot writing about how "positive" this is for the companies that don't actually have the contracts. Thats not the right approach either. There were no deals and the stocks tanked 30% in an instant despite having pretty solid earnings. That tells you exactly what the market is waiting for. The Roberts brothers need to get moving and stop telling fairy tales about"
X Link 2026-02-10T11:51Z [----] followers, [----] engagements
"@treasury_bill Not super bearish but its not the reason to celebrate as a bright spot for little guys. They have to make a deal"
X Link 2026-02-10T12:45Z [----] followers, [---] engagements
"This post is just me venting because Im tired of people seeing a bullish signal in every single data center that has absolutely nothing to do with $IREN. Im all for a sober look at the facts. If a deal was struck with someone else even though it wouldve been much simpler to go with them I want to understand why. Maybe the company's networking isn't up to par. Maybe they just can't close a deal. The post-earnings call didn't clear anything up so it remains a black box. Im looking at this as a binary situation. I see a deal happening with a guy who wasn't even into data centers until recently."
X Link 2026-02-10T13:12Z [----] followers, [---] engagements
"This article perfectly illustrates just one thing: how X's algorithms work. Elon Musk needs to sell robots so the article pulls 1.5M views. Theres zero point in reading it or wasting your time like I did though I only made it halfway through. What shocks me is the [-----] bookmarks. Have people only just realized that the paid version of ChatGPT is better than the free one Or that robots will be working in factories Those two lines are basically the entire gist of the article. Ive got no beef with the author though everyone's gotta make a buck. https://t.co/ivXRKXJvQg https://t.co/ivXRKXJvQg"
X Link 2026-02-11T12:12Z [----] followers, [----] engagements
"@AetasFuturis Its very interesting.sometimes when you use it you think that all the others do the same. It means that AI stocks have very bright future because the adoption is low"
X Link 2026-02-11T12:34Z [----] followers, [--] engagements
"@MB_Hogan I hope well see a glimpse tomorrow. I dont remember good NeoCloud earnings after $CRWV"
X Link 2026-02-11T16:38Z [----] followers, [--] engagements
"$HOOD is not good. Another reminder for me to sell on time. From the other side I sold $ALAB yesterday. very hard to go through these pics and shovels. So Ill be thinking should I increase my position in $CRDO. Im kinda 50% cash and no bright ideas. I covered my $MU CSPs at breakeven. The stock is trading high. I definitely don't want to wake up wondering about the companys relationship with $NVDA or whether they're making better chips than Samsung. At the end of the day FOMO is a terrible advisor and I already made my I covered my $MU CSPs at breakeven. The stock is trading high. I"
X Link 2026-02-10T22:42Z [----] followers, [----] engagements
"When you bought $IREN and $HOOD and promised your wife a beautiful trip to the Seychelles"
X Link 2026-02-11T15:27Z [----] followers, [----] engagements
"BlockFills has halted withdrawals and restricted trading on its platform. Now all the stocks making big MC from crypto are quick to move away. @vladtenev: I think perception lags reality to some degree. $HOOD now have [--] businesses that generate $100M or more in annual revenue. And that's up dramatically in just the past couple of years. The stock is down almost 50% from its peak -12% today https://twitter.com/i/web/status/2021642827701366841 https://twitter.com/i/web/status/2021642827701366841"
X Link 2026-02-11T17:49Z [----] followers, [----] engagements
"@noel_moore Whats their edge Another dwarf company with cash reserves [--] times less than $IREN"
X Link 2026-02-12T06:37Z [----] followers, [---] engagements
"@longinvest32 I moved some cash too but if I blow it I'm screwed. I'm sitting on 50% cash right now with nothing to buy because high-beta names are already overextended and industrials are trading way too high"
X Link 2026-02-12T10:57Z [----] followers, [--] engagements
"$MSFT is pivoting toward "true self-sufficiency" in AI to cut its reliance on OpenAI. Mustafa Suleyman told the FT that theyre now building their own frontier models independently backed by gigawatt-scale compute and massive datasets. While Microsoft still holds a $135bn stake in OpenAI the relationship has shifted giving OpenAI more freedom to find other partners while Microsoft accelerates its own in-house tech. The goals are massive. Suleyman expects AI to fully automate most white-collar tasks lawyers accountants and managers within the next [--] to [--] months. Beyond that theyre pushing for"
X Link 2026-02-12T11:54Z [----] followers, [---] engagements
"$NBIS the Amsterdam-based Al cloud services firm is planning a new 240-megawatt data centre in Bthune France near Lille that will be one of Europe's largest when it is finished the company said on Thursday. The project a redevelopment of a former Bridgestone tyre plant is expected to begin delivering capacity in phases with the first capacity online by late summer and roughly half the site operational by the end of [----] company Chief Communications Officer Tom Blackwell said. https://twitter.com/i/web/status/2021918987756490761 https://twitter.com/i/web/status/2021918987756490761"
X Link 2026-02-12T12:07Z [----] followers, [----] engagements
"$NBIS Nebius Group NV reported its earnings for the fourth quarter (Q4) and full year (FY) [----] highlighting significant growth in annualized run-rate revenue and capacity expansion. The company announced that its [----] annualized run-rate (ARR) revenue reached USD [----] billion exceeding previous guidance of USD [---] million to USD [---] billion. Nebius Group NV also raised its year-end [----] ARR guidance by approximately seven times year-over-year. For [----] the company now expects contracted power guidance to surpass [---] GW up from previous indications of over [---] GW. Most of the planned capacity"
X Link 2026-02-12T12:09Z [----] followers, [----] engagements
"$NBIS Beyond the numbers the market is currently gauging one simple thing: its trust in management's ability to execute both financially and technologically. Investing $20B a year across [--] locations will put this company on an entirely different level by next year. With revenue up 547% YoY and a 40% EBITDA margin the performance is already in line with AWS and Azure. Realistically you cant squeeze out much more unless you have a sweetheart deal with NVIDIA like $CRWV does. These are just the market realities. It also seems clear that $NBIS is hedging its bets staying ready for both massive"
X Link 2026-02-12T15:41Z [----] followers, [----] engagements
"$WULF price action tells me that the deal is coming soon. The stock is ready for break out. Actually this is cryptic post from a CEO whos clearly salty about something and has started lashing out at other companies. Im not about to waste my time playing guessing games its obvious theres some shadow boxing going on between the big players probably because theyre fighting over the same clients. Safe to say theres a tug-of-war happening over Google. At WULF we dont gamble. Thats not our thing and its not what our investors entrust us to do. We dont bet on commodity or crypto prices and we dont"
X Link 2026-02-12T17:21Z [----] followers, [----] engagements
"Now its official. $AAPL is a crypto stock"
X Link 2026-02-12T19:23Z [----] followers, [---] engagements
"Donald Trump is planning to scale back some tariffs on steel and aluminium goods as he battles an affordability crisis that has sapped his approval ratings ahead of Novembers midterm elections. #TACO"
X Link 2026-02-13T06:24Z [----] followers, 29.6K engagements
"$CIFR s main energy partner $VST is up 8% after $META deal $OKLO is up 18% no revenue company huh Meta said Friday it will purchase electricity from three existing Vistra Corp. plants and support several small reactors that Sam Altman-backed $Oklo Inc. and Bill Gates-backed TerraPower LLC are planning to build over the next decade. Those deals follow a separate June agreement to get energy from a Constellation Energy Corp. nuclear site https://twitter.com/i/web/status/2009584615728484558 https://twitter.com/i/web/status/2009584615728484558"
X Link 2026-01-09T11:14Z [----] followers, [----] engagements
"Will $NVDA buy $IREN I just dropped a piece on $NVDA building out its own cloud using $CRWV as the muscle for a 5GW play. Theyll likely be hunting for land or turnkey sites soon. I wouldn't be surprised if they tap $IREN or $CIFR. This might stay strictly colo unless they cut a deal to pay rent in chips which would be a hell of a pivot. Bottom line: a new hyperscaler has entered the chat. With $60B in cash $NVDA can build out 4GW at $15M per MW (using $IRENs math) excluding the cost of silicon. Overall this means NeoClouds either have to consolidate or find a Sugar Daddy. A $CRWV/NBIS +"
X Link 2026-01-28T13:16Z [----] followers, 15.7K engagements
"Ive put together an article with quick breakdown on why $WULF is likely prepping for a major new deal with $GOOG especially after snagging that land right before their masters earnings report. And how their gigawatts actually differ from $IREN and $CIFR. This isn't just another post about IREN crushing everyone; its about understanding that these companies are running different plays. https://t.co/rlq9cwKcpq https://t.co/rlq9cwKcpq"
X Link 2026-02-03T12:31Z [----] followers, 19.3K engagements
"Anthropic is single-handedly gutting valuations across the software sector. Shares of legal tech and data service firms cratered on Tuesday following the release of a new AI automation tool that threatens to cannibalize their core business models. The sell-off hit hard: $SNOW dropped 9% $NOW slid 7% and $CRM broke below the psychological $200 support level. The most baffling casualty is $MSFT currently sitting at $413 despite Azure posting a massive 39% growth. In a sane market that's a win but investors are currently blinded by "margin compression" fears. They aren't looking at the 39%"
X Link 2026-02-03T16:36Z [----] followers, [----] engagements
"$LITE s latest financial results signal a fundamental shift in data center architecture that has been a decade in the making. The figures are definitive: revenue reached $665.5M a 65% year-over-year increase while non-GAAP EPS hit $1.67 exceeding consensus by 20%. However the most critical data point is the Q3 guidance of $780M$830M. This projected acceleration to an 85% growth rate indicates that the industry is no longer in a speculative phase but in the midst of a massive structural build-out. Since its spin-off from JDSU in [----] Lumentum was largely pigeonholed as a legacy telecom"
X Link 2026-02-04T12:17Z [----] followers, [----] engagements
"$IREN -20% A new site in Oklahoma No new deal Bloodbath"
X Link 2026-02-05T21:32Z [----] followers, 26.3K engagements
"@perry_lin1 Agree they dont have much time to make it. WULF did it at the bad market. Iren wouldnt fall as much with another sentiment. U cover only WULF no other stocks"
X Link 2026-02-05T22:36Z [----] followers, [----] engagements
"@user889889 @perry_lin1 Exit run rate"
X Link 2026-02-05T22:55Z [----] followers, [---] engagements
"$IREN finally heard what Ive been saying for months. The client requested a software stack. People here used to mock me saying everyone brings their own stack but it turns out they need the full package. This points to great prospects for $NBIS since they already have everything in place. I also dont get why they couldn't just say Irens revenue wouldn't be booked until Q2. They could have avoided such a massive crash. I dont see anything terrible in the report but dont expect a new ATH this year. This is going to be a very long conservative play because the Roberts bros are building a real"
X Link 2026-02-06T09:24Z [----] followers, 72.4K engagements
"The market is definitely in a "show me the money" phase right now. They keep talking about having a strong AI stack also Clickhouse Avride show us the revenue. How much are they pulling in from Microsoft I watched their interviews and it was an hour of yapping with zero useful info. It's accomplished nothing except making the bloggers who pump them rich. https://twitter.com/i/web/status/2020118413419356547 https://twitter.com/i/web/status/2020118413419356547"
X Link 2026-02-07T12:52Z [----] followers, [--] engagements
"$IREN and $NBIS have one major problem: theyre broke. None of them have the cash for CapEx. We've got ATMs converts and more dilutive funding ahead. Heres how they differ: $NBIS has killer technology and software which is why their Microsoft contract is twice the size of $IREN's. However they lack massive power capacity so theyre currently snapping up sites across three different states. Basically its bare metal with brains. $IREN lacks the brains and doesnt have the same level of access to $NVDA chips; their main edge is vertical integration. So far this hasn't landed them a hyper-profitable"
X Link 2026-02-08T00:02Z [----] followers, [----] engagements
"@tommyleed8888 @anni_sen Theres nothing to sell in Avride fully subsidised by Uber. They wont sell Clickhouse I guess theyll do another fundraiser like Chernin called $MSFT deal"
X Link 2026-02-08T07:02Z [----] followers, [---] engagements
"It would be huge if Apple bought them especially since they spent years developing autonomous cars before giving up. Honestly I dont get how Tim Cook has been running the company for so long while leading it into a dead end. Its a textbook case of corporate inefficiency. $Uber is currently going through all the typical stages of a software company. They might invest in Avride and later sell it to $GOOG but out of all these subsidiaries I believe in ClickHouse the most. Thats what theyre actually best at and it's where they have massive real-world experience"
X Link 2026-02-08T09:09Z [----] followers, [--] engagements
"$CRWV is dropping tens of millions on a new TV ad campaign. Why blow that much when you're buried in debt and only stay afloat because $NVDA needs its own cloud From a customer acquisition standpoint this campaign is a total waste. Man I'm starting to think this whole thing has nothing to do with market logic. Its like having a maxed-out credit card and going out to buy a brand new car. Before this it was the racing team sponsorship. I have no idea who Chance The Rapper is but he's the face of this campaign https://twitter.com/i/web/status/2020659877564055969"
X Link 2026-02-09T00:43Z [----] followers, [----] engagements
"The Morgan Stanley report pulled off the impossible. Miners are rallying even as Bitcoin drops. $WULF +14% $CIFR +13% $NBIS +7% $IREN +6% This is happening because the bankers have mapped out massive upside for those pivoting to NeoCloud as well as those still focused solely on mining. $MARA: The firm says bitcoin mining economics are the dominant driver of the stock's value. It sees lower potential upside for Mara shares driven by bitcoin-to-data center conversions. The company owns a smaller volume of power access as many sites are leased from others the analyst tells investors in a"
X Link 2026-02-09T16:04Z [----] followers, 11.7K engagements
"UBS recommends investors to diversify towards areas like banks healthcare utilities communication services and consumer discretionary. $VST $CEG $C"
X Link 2026-02-10T13:44Z [----] followers, [---] engagements
"@RiskOnDesk Spot on JP Morgan today: selloff in software overdone. It means that they btd already haha"
X Link 2026-02-10T14:47Z [----] followers, [--] engagements
"$NBIS agreed to acquire Tavily a maker of software that helps artificial intelligence agents search for up-to-date information needed for tasks like coding and financial trading. As part of the deal Tavily founder and Chief Executive Officer Rotem Weiss and his team will join Nebius which will pay $275 million for Tavily - Bloomberg https://twitter.com/i/web/status/2021258222141636864 https://twitter.com/i/web/status/2021258222141636864"
X Link 2026-02-10T16:21Z [----] followers, [----] engagements
"$WULF ATH Lifes good when youre Googles bitch @treasury_bill @BitcoinAIGuy @edge_of_power IREN is down -40% from its ATH. CIFR is down -30% from its ATH. WULF is UP +5% from it's 52w high. What's is common between CIFR & WULF and not there for IREN. Colo. @treasury_bill @BitcoinAIGuy @edge_of_power IREN is down -40% from its ATH. CIFR is down -30% from its ATH. WULF is UP +5% from it's 52w high. What's is common between CIFR & WULF and not there for IREN. Colo"
X Link 2026-02-10T16:42Z [----] followers, [----] engagements
"Tax planning and wealth management stocks sank after financial software provider Altruist Corp. launched an artificial intelligence tool for creating tax strategies sparking concerns that traditional players could be at risk. $SCHW $LPL"
X Link 2026-02-10T17:46Z [----] followers, [----] engagements
"@MaoBaoBaomby I was looking at $SCHW but it was always too high"
X Link 2026-02-10T17:49Z [----] followers, [---] engagements
"$NBIS I asked Gemini how Tavily works: Imagine a client building an AI-driven hedge fund tool designed to track real-time lithium prices and labor strikes in Australian mines. Without Tavily an agent running on Nebius would be "blind" it would understand the lithium market theoretically based on old training data but it wouldn't see a headline that broke ten minutes ago. The developer would have to build a complex fragile pipeline to scrape Google bypass bot protections and strip HTML junk just to get a single reliable fact. With Tavily integrated the Nebius client simply calls an API. In 180"
X Link 2026-02-10T18:12Z [----] followers, [---] engagements
"Thoughts about $IREN and $NBIS. I really like what Nebius is doing. Theyre building a full AI stack to serve more than just hyperscalers allowing them to scale across a much broader client base. Its a very smart policy. Even though $NBIS doesnt have the massive power capacity that $IREN has I sleep better with them. Of course we still need to see exactly how much they plan to earn with their recent acquisitions and development but this is a logical path forward. Basically these guys are diversifying because they expect the AI market to expand allowing them to make money alongside big"
X Link 2026-02-10T20:50Z [----] followers, 19.6K engagements
"@FrandsenHanz Tired is the right word. Today it fell like $BTDR who had problems on their site. I have nothing to add. You are dead on I wouldnt say it better. Probably people were selling Iren and buying CIFR/WULF"
X Link 2026-02-10T21:17Z [----] followers, [---] engagements
"@blackwalletfr I aint selling Im just telling how I feel"
X Link 2026-02-10T22:18Z [----] followers, [---] engagements
"I was on WULF acc here guys are invited to speak every day in March fucking impressive. Tho what can they say Google feels so good I dont even feel pain 🙄 Agree about crypto and this were taking thing is total A long time ago I had an employee with the same name as the CEO. Whenever I wanted people to leave me alone Id just say I already handled everything with him. It reminds me of hyperscalers https://twitter.com/i/web/status/2021349406273044801 https://twitter.com/i/web/status/2021349406273044801"
X Link 2026-02-10T22:23Z [----] followers, [--] engagements
"@mrknowtalk Its very strange I dont have them 😁 it was a big mistake 🫠 $BTC is $65k and dumps them all tho $NBIS and $CRWV have nothing to do with them"
X Link 2026-02-11T15:34Z [----] followers, [---] engagements
"@mrknowtalk Remember Antonio buying $DUOL at [---] Now I understand why he is also bullish on $ADBE so many people use it here. The market is falling still everyone around is making money like crazy"
X Link 2026-02-11T17:30Z [----] followers, [---] engagements
"Suddenly The market has remembered that $CRWV is not a miner. Whos next"
X Link 2026-02-11T19:41Z [----] followers, [----] engagements
"To me Duolingo is just a terrible waste of time because you repeat a single word a thousand times and a grammatical structure two thousand times only to be given some meaningless rewards and so on. With an LLM you set a topic for conversation like a doctor's visit and interact in a real-world situation. Ive even developed my own method for memorizing new words. The progress is just massive. All my family dumped Duolingo. https://twitter.com/i/web/status/2021851252779254249 https://twitter.com/i/web/status/2021851252779254249"
X Link 2026-02-12T07:37Z [----] followers, [--] engagements
"Your friend wouldn't learn a thing with Duolingo either; its a matter of discipline not which app you use. For instance I don't want to be a fat pig so I hit [-----] steps every single day. It doesn't matter what the weather is like whether I have a flight that day or if I'm on a trip. I always get those steps in. Even when my knee hurts and its hard to walk I still do them. Its the exact same thing with a language. If you're too lazy to pick up your phone and tap on an app or an LLM you're not going to learn anything. Opening Duolingo for five minutes and then closing it won't do a damn thing"
X Link 2026-02-12T07:41Z [----] followers, [--] engagements
"@mrmag314 They got money its the main ingredient"
X Link 2026-02-12T13:47Z [----] followers, [--] engagements
"We don't fully know the specifics of the relationship between $CRWV and $NVDA or exactly how theyre squeezing out that 60% margin. Nebius is targeting 40% which is right on par with AWS and Azure levels. Since when is that considered "bad" You also have to keep in mind that the company is still in its early-stage hyper-growth phase. https://twitter.com/i/web/status/2021960527522504811 https://twitter.com/i/web/status/2021960527522504811"
X Link 2026-02-12T14:52Z [----] followers, [---] engagements
"$GOOG just copy-pasted OpenAIs shopping list. Won't make turning a profit for @sama any easier though. Google's moving at warp speed and -2% today. $AAPL fucked up with Siri (again) is green"
X Link 2026-02-11T22:21Z [----] followers, 133K engagements
"Is buying $PYPL $ADBE and now $DUOL and $HIMS some kind of masochism You guys seriously need a psychiatrist"
X Link 2026-02-12T03:32Z [----] followers, [----] engagements
"$NBIS -6% after ER"
X Link 2026-02-12T12:05Z [----] followers, [----] engagements
"Massacre in software stocks: $APP -20% $PLTR -6% $AFRM -8% Bloomberg: Swedish fintech company Klarna Group Plc stopped using software from Salesforce and Workday in [----] replacing the incumbent vendors with tools from smaller SaaS companies with names like Deel and Neo4j then using an AI coding tool called Cursor to build a more modern application layer on top. https://twitter.com/i/web/status/2021983142966337966 https://twitter.com/i/web/status/2021983142966337966"
X Link 2026-02-12T16:22Z [----] followers, [----] engagements
"@mrknowtalk Iren is my biggest disappointment. Lousy management prolly NBIS will make me up for these losses. Tho if they cant use 4.5GW it will be very strange. What do you think about $RDDT"
X Link 2026-02-13T08:37Z [----] followers, [--] engagements
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