[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @edge_of_power Edge Of Power Edge Of Power posts on X about $iren, $nvda, $crwv, debt the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::1941452863869521920/interactions)  - X Week XXXXXXX -XX% - X Month XXXXXXX +157% ### Mentions: XX [#](/creator/twitter::1941452863869521920/posts_active)  - X Week XX -XX% - X Month XXX -X% ### Followers: XXXXX [#](/creator/twitter::1941452863869521920/followers)  - X Week XXXXX +8.10% - X Month XXXXX +88% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::1941452863869521920/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) XXXXX% [finance](/list/finance) XXXXX% [technology brands](/list/technology-brands) XXXX% [currencies](/list/currencies) XXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% [vc firms](/list/vc-firms) XXXX% **Social topic influence** [$iren](/topic/$iren) #58, [$nvda](/topic/$nvda) #844, [$crwv](/topic/$crwv) #17, [debt](/topic/debt) 3.74%, [$goog](/topic/$goog) 2.8%, [stocks](/topic/stocks) #4330, [ai](/topic/ai) 1.87%, [$2b](/topic/$2b) 1.87%, [$googl](/topic/$googl) 1.87%, [$wulf](/topic/$wulf) XXXX% **Top accounts mentioned or mentioned by** [@remotenavigator](/creator/undefined) [@accountingds](/creator/undefined) [@maobaobaomby](/creator/undefined) [@rftylerpage](/creator/undefined) [@edgeofpower](/creator/undefined) [@stocktrader989](/creator/undefined) [@mathiastheus](/creator/undefined) [@mrknowtalk](/creator/undefined) [@bigbucks77](/creator/undefined) [@jrouldz](/creator/undefined) [@dinercoffee21m](/creator/undefined) [@mrderivatives](/creator/undefined) [@genzinvest0r](/creator/undefined) [@rhouseresearch](/creator/undefined) [@nikitos1979hmm](/creator/undefined) [@daleevans22611](/creator/undefined) [@globalcollapse](/creator/undefined) [@accounting_ds](/creator/undefined) [@genuszach](/creator/undefined) [@ilzmcfly](/creator/undefined) **Top assets mentioned** [IREN Limited (IREN)](/topic/$iren) [NVIDIA Corp. (NVDA)](/topic/$nvda) [CoreWeave, Inc. (CRWV)](/topic/$crwv) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [TeraWulf Inc. (WULF)](/topic/$wulf) [Cipher Mining Inc. Common Stock (CIFR)](/topic/$cifr) [Ondas Holdings Inc. Common Stock (ONDS)](/topic/$onds) [Microsoft Corp. (MSFT)](/topic/microsoft) [Apple, Inc. (AAPL)](/topic/$aapl) [retard to retired (R/R)](/topic/$rr) [OpenServ (SERV)](/topic/$serv) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Redwire Corporation (RDW)](/topic/$rdw) [Kratos Defense & Security Solutions, Inc. (KTOS)](/topic/$ktos) [501 (32)](/topic/$32) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Metadium (META)](/topic/$meta) [Eos Energy Enterprises, Inc. (EOSE)](/topic/$eose) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [MongoDB, Inc. (MDB)](/topic/$mdb) [Cream (CRM)](/topic/$crm) [Adobe, Inc. (ADBE)](/topic/$adbe) [Duolingo, Inc. Class A Common Stock (DUOL)](/topic/$duol) [Core Scientific, Inc. Common Stock (CORZ)](/topic/$corz) [Netflix Inc (NFLX)](/topic/$nflx) [Oracle Corporation (ORCL)](/topic/$orcl) [Advanced Micro Devices (AMD)](/topic/$amd) ### Top Social Posts Top posts by engagements in the last XX hours "$BZAI Coreweaved ER BZAI is down after ER but the story is way more interesting than the reaction They just did $11.9M revenue (up XXX% from last quarter) and guided Q4 to $21-23M. Thats basically doubling again. So why is it tanking The margin massacre: Gross margins went from XX% XX% Theyre shipping that massive $120M Starshine contract (Saudi smart city AI infrastructure) but its heavy on third-party hardware (THIRD PARTY again hello $CRWV) right now. Low margin stuff. Heres the actual play: BZAIs bet is their proprietary AI chips are 2.4x faster and 3x more power efficient. But those dont" [X Link](https://x.com/edge_of_power/status/1989388368879181901) 2025-11-14T17:42Z 1476 followers, 3864 engagements "$IREN convertibles are not that cheap. The real price according to Anthropic is 6-13% depending on price action IREN Convertibles: What If Stock Hits $XX Everyones talking about IRENs $2B convertibles with 0.25-1% coupons being expensive debt. But lets run the numbers at $80/share - right below the $XXXXX cap price. The result might surprise you. **The Setup:** - $2B convertible notes (avg XXXXX% coupon) - Conversion price: $XXXXX - Cap price: $XXXXX (capped calls protect up to here) - Net proceeds after capped calls & fees: $1795M - Stock issued at: $XXXXX **What Happens at $80:**" [X Link](https://x.com/edge_of_power/status/1996710922438472055) 2025-12-04T22:39Z 1476 followers, 47.3K engagements "$WULF $CIFR Analysis: Fluidstack Google and the AI Infrastructure Arms Race ✅ Fluidstack is reportedly in discussions to raise approximately $XXX million in a funding round that would confer a substantial post-money valuation of $X billion. $GOOG is in talks to participate because Fluidstack is de facto its pet project ✅ Fluidstack operates as Neocloud primarily using advanced NVIDIA GPUs and now Google's TPUsfor top-tier AI labs. Its core value proposition lies in exceptional agility capable of deploying GPU resources far faster than traditional hyperscalers. This hybrid business model with" [X Link](https://x.com/edge_of_power/status/1996893291564949778) 2025-12-05T10:43Z 1476 followers, 1306 engagements "@jrouldz No clear robotics play. $RR is a joke $SERV is not there yet intuitive surgical is hard to scale. And we come to conclusion that big Capex rules: $AMZN $GOOG and $NVDA. $AAPL is doing robots but what if thats another camera 😁" [X Link](https://x.com/edge_of_power/status/1992545910077657286) 2025-11-23T10:48Z 1470 followers, XXX engagements "The only reason people keep recommending $ONDS is because its cheap and they think they can make 200300%. For some reason no one mentions the insane level of competition in this market UAS systems are being built by multiple companies and ONDS has zero unique technology. The only thing truly outstanding about ONDS is the fantastic shareholder dilution wiping out half the companys value. Even the NeoClouds never dreamed of dilution on this scale.People also refuse to understand that working with the Pentagon means working on minimal margins. For example $KTOS operates on an operating margin of" [X Link](https://x.com/edge_of_power/status/1992910105394700355) 2025-11-24T10:56Z 1470 followers, 8206 engagements "Read about $RDW bro youll see many similarities. I see it this way: their current things are too expensive in production so they went diluting and hunting for the others. Took the guy from Rafael and bought X companies giving the market SOP. And how many of them has more than IP and people And dilution is still dilution. By the way why you fav $KRKNF is down" [X Link](https://x.com/edge_of_power/status/1992997868810977423) 2025-11-24T16:44Z 1470 followers, XXX engagements "$IREN Having a Big Four auditor: ✅ Can make it easier and potentially cheaper to raise debt or equity capital in the future as banks and investors see lower audit risk. Are we ready for dilution/junk bonds ✅ The previous auditor RCGT had already reported a "material weakness in internal controls" over financial reporting. Bringing in KPMG might intensify the focus on this area. The new more rigorous audit by KPMG may lead to: More material weaknesses being identified in the first year. Changes in accounting practices to align with Big Four standards. Are we ready for a new CFO ✅ The auditor" [X Link](https://x.com/edge_of_power/status/1994746196171100279) 2025-11-29T12:32Z 1469 followers, 25.7K engagements "Drone stocks are plummeting every day despite good news and a lot of interest developments: Iron Dome drugs cartels war etc $ONDS -X% received 2nd contract to defend EU airport $RCAT -X% $DPRO -X% $KTOS -3%" [X Link](https://x.com/edge_of_power/status/1995598570549117075) 2025-12-01T20:59Z 1470 followers, 1626 engagements "$IREN s new $2B financing package marks a major restructuring of its capital stack and a clear signal that the company is preparing for a much larger AI-infrastructure buildout. The company is issuing $1B of 2032 convertible senior notes and another $1B of 2033 notes with an additional $150M upsize option for each tranche. These notes are senior unsecured carry semi-annual interest and include typical conversion and redemption mechanics. In parallel IREN is launching a registered equity offering with proceeds earmarked to retire portions of its 2029 and 2030 convertible notes. This is a" [X Link](https://x.com/edge_of_power/status/1995611068438081680) 2025-12-01T21:48Z 1467 followers, 9691 engagements "There is absolutely no chance that $GOOG or $NVDA would buy unsecured convertibles from $IREN or any other company. Thats not their operating model at all. Google makes strategic investments through GV or CapitalG but never through unsecured convertible debt. Nvidia doesnt buy other companies convertibles to clean up their debt. If they wanted exposure they would take an equity stake directly" [X Link](https://x.com/edge_of_power/status/1995743546830106833) 2025-12-02T06:35Z 1470 followers, 1478 engagements "@jindal_gautam $CIFR raised $1.4B with XXXXX% but $WULF raised $XXX in junk bonds. $IREN pays much less but everything has its price" [X Link](https://x.com/edge_of_power/status/1996478438992130138) 2025-12-04T07:15Z 1469 followers, XXX engagements "$IREN XX% levered IRR needs context. Levered IRR measures the return on equity after using debt not the return of the project itself. When the cost of capital is extremely low (0.25% and X% notes) the number naturally looks high. It does not tell us how profitable the underlying data center build is. What we still dont know is the unlevered return. CCO Draper didnt disclose it and thats the metric that shows the real economics of the project before the impact of leverage. And that's what investors need. For large AI-infrastructure builds a 1020% unlevered IRR is typical while 2040% levered" [X Link](https://x.com/edge_of_power/status/1996522629956506093) 2025-12-04T10:11Z 1471 followers, 1966 engagements "Never fade $NVDA Maybe $TSM too 😀" [X Link](https://x.com/edge_of_power/status/1996568335593373846) 2025-12-04T13:12Z 1469 followers, XXX engagements "$META is up X% after cutting Metaverse budget. Data centres rule 💪🏻" [X Link](https://x.com/edge_of_power/status/1996585711802134669) 2025-12-04T14:21Z 1469 followers, XXX engagements "@TheKamaHsutra @CNBC Its attention I agree but its not a coincidence. If you want to single out ugly balance sheet its $CRWV and its reasonable. But hes doing a hit job on $IREN for a reason. Maybe just maybeits a fight for another deal and hes picking the sides" [X Link](https://x.com/edge_of_power/status/1996591610197369144) 2025-12-04T14:45Z 1469 followers, XXX engagements "$EOSE is up XX% today. I have a small position only commons no adding on this level. Its a signal that market is ready to load up again on red hot and unprofitable stocks Data centres need storage especially if its subsidised by government 😄" [X Link](https://x.com/edge_of_power/status/1996632628041334922) 2025-12-04T17:28Z 1469 followers, XXX engagements "@ilzmcfly I wasnt impressed at all better off with ChatGPT" [X Link](https://x.com/edge_of_power/status/1996670569639506256) 2025-12-04T19:58Z 1469 followers, XX engagements "@BigBucks77 If the stock is at $XX when the notes mature the noteholders convert and IREN is fully hedged by the capped calls. The hedge counterparty delivers the shares not IREN. So no IREN doesnt need to issue any new shares in that scenario. Theres zero dilution" [X Link](https://x.com/edge_of_power/status/1996927781452824916) 2025-12-05T13:00Z 1469 followers, XXX engagements "@BigBucks77 IRENs Total Cash Cost: - Capped calls (paid upfront): $175M - Coupons over XXX years: $94M - Underwriting fees: $30M Total: $299M on $1795M net proceeds" [X Link](https://x.com/edge_of_power/status/1996932322583535800) 2025-12-05T13:19Z 1469 followers, XX engagements "@MaoBaoBaomby @mikealfred Every small cap has moments like this. Looks like $CRWV s got momentum they flipped. XX% drop - it was something" [X Link](https://x.com/edge_of_power/status/1997026515108966709) 2025-12-05T19:33Z 1469 followers, XXX engagements "COO $IREN Kent Draper highlighted one specific detail: the Microsoft project is expected to generate about XX% levered IRR under conservative leverage assumptions and assuming no residual value from the hardware after the contract period. He spoke to Barrons but declined to give the overall return on capital: secrets Barrons highlighted $CRWV $NBIS and $IREN as the three NeoCloud names worth considering after the recent selloff. One interesting note on $CRWV: they plan to build more of their own sites after $CORZ fell behind schedule. Overall its rare to see a mainstream outlet cover" [X Link](https://x.com/edge_of_power/status/1996431742970847505) 2025-12-04T04:09Z 1470 followers, 10.9K engagements "Strange days. Software companies that everyone hates are gaining traction after good reports from $MDB and $CRM $ADBE +4% $CRM +5% $DUOL +5% Suddenly all the talk about OpenAI killing them has faded into the background. It turns out that companies with strong cash flows are the ones capable of withstanding the pressure from chatbots and smaller players. Meanwhile Paul Meeks of Freedom Capital has become the latest analyst to recommend $CRWV citing scale advantage as the key driver. He also believes the company will narrow the valuation gap with $NBIS which he likes as well" [X Link](https://x.com/edge_of_power/status/1996997593268998183) 2025-12-05T17:38Z 1470 followers, XXX engagements "@MaoBaoBaomby @mikealfred Nothings for free in this world. Now $IREN is a home for bag holders and permabulls" [X Link](https://x.com/edge_of_power/status/1997023777897709964) 2025-12-05T19:22Z 1470 followers, XXX engagements "@mongolApe @CNBC @615Investor Hahaha I wonder why hes still live" [X Link](https://x.com/edge_of_power/status/1996499153455919485) 2025-12-04T08:37Z 1471 followers, XX engagements "@hhhypergrowth So its a mystery ok got it But its not good for $CRWV anyway if they cant control $CORZ" [X Link](https://x.com/edge_of_power/status/1996666756807504042) 2025-12-04T19:43Z 1471 followers, XXX engagements "@StTomNakstamoto Dilution is the only way to raise capital" [X Link](https://x.com/edge_of_power/status/1996850838158164446) 2025-12-05T07:55Z 1471 followers, XXX engagements "$IREN Conversion price is $XXXXX Conversion premium: XX% thats standard for the sector. Implied conversion price: $XXXXX (based on the $XXXXX reference). Capped call protection: $XXXXX this part is actually strong since most companies cap around +4060%. Meaning: dilution only starts above $82" [X Link](https://x.com/edge_of_power/status/1996320197595038178) 2025-12-03T20:46Z 1476 followers, 14.4K engagements "Great question. $IREN really only pays XXX percent in actual cash. The extra XX percent isnt something they ever pay to anyone its just what the math shows if you treat the whole structure as a regular loan. In other words IRR tells you the interest rate IREN wouldve paid if it had just borrowed that money from a bank and kept all the economic value instead of giving some of it away through the capped call and the embedded option. So the cash cost stays XXX percent the rest is just opportunity cost expressed as a percentage" [X Link](https://x.com/edge_of_power/status/1996925930946621744) 2025-12-05T12:53Z 1473 followers, XXX engagements "❗❗❗Netflix agrees to buy Warner Bros studio and streaming business in $83bn deal $NFLX" [X Link](https://x.com/edge_of_power/status/1996915429416272142) 2025-12-05T12:11Z 1476 followers, XXX engagements "Suddenly ppl started to understand that $ORCL wont go bankrupt but the bounce is small. He and $CRWV have the same problem - OpenAI commitments. If Altman wants $NVDA to step in he probably has to cave in to some conditions. It would be very strange if OpenAI ends up buying $AMD on Huangs money. If Im not mistaken OpenAI will go through a radical transformation because there is no way it can spend money the way $GOOG or $META do. Wednesdays $ORCL earnings should answer a lot of unresolved questions including whether OpenAI is meaningfully included in their backlog and what margin structure" [X Link](https://x.com/edge_of_power/status/1997255470541680987) 2025-12-06T10:43Z 1476 followers, 1047 engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@edge_of_power Edge Of Power
Edge Of Power posts on X about $iren, $nvda, $crwv, debt the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.
Engagements: XXXXX #
- X Week XXXXXXX -XX%
- X Month XXXXXXX +157%
Mentions: XX #
- X Week XX -XX%
- X Month XXX -X%
Followers: XXXXX #
- X Week XXXXX +8.10%
- X Month XXXXX +88%
CreatorRank: XXXXXXXXX #
Social Influence
Social category influence stocks XXXXX% finance XXXXX% technology brands XXXX% currencies XXX% cryptocurrencies XXXX% vc firms XXXX%
Social topic influence $iren #58, $nvda #844, $crwv #17, debt 3.74%, $goog 2.8%, stocks #4330, ai 1.87%, $2b 1.87%, $googl 1.87%, $wulf XXXX%
Top accounts mentioned or mentioned by @remotenavigator @accountingds @maobaobaomby @rftylerpage @edgeofpower @stocktrader989 @mathiastheus @mrknowtalk @bigbucks77 @jrouldz @dinercoffee21m @mrderivatives @genzinvest0r @rhouseresearch @nikitos1979hmm @daleevans22611 @globalcollapse @accounting_ds @genuszach @ilzmcfly
Top assets mentioned IREN Limited (IREN) NVIDIA Corp. (NVDA) CoreWeave, Inc. (CRWV) Alphabet Inc Class A (GOOGL) TeraWulf Inc. (WULF) Cipher Mining Inc. Common Stock (CIFR) Ondas Holdings Inc. Common Stock (ONDS) Microsoft Corp. (MSFT) Apple, Inc. (AAPL) retard to retired (R/R) OpenServ (SERV) Amazon.com, Inc. (AMZN) Redwire Corporation (RDW) Kratos Defense & Security Solutions, Inc. (KTOS) 501 (32) Taiwan Semiconductor (TSM) Metadium (META) Eos Energy Enterprises, Inc. (EOSE) Nebius Group N.V. Class A Ordinary Shares (NBIS) MongoDB, Inc. (MDB) Cream (CRM) Adobe, Inc. (ADBE) Duolingo, Inc. Class A Common Stock (DUOL) Core Scientific, Inc. Common Stock (CORZ) Netflix Inc (NFLX) Oracle Corporation (ORCL) Advanced Micro Devices (AMD)
Top Social Posts
Top posts by engagements in the last XX hours
"$BZAI Coreweaved ER BZAI is down after ER but the story is way more interesting than the reaction They just did $11.9M revenue (up XXX% from last quarter) and guided Q4 to $21-23M. Thats basically doubling again. So why is it tanking The margin massacre: Gross margins went from XX% XX% Theyre shipping that massive $120M Starshine contract (Saudi smart city AI infrastructure) but its heavy on third-party hardware (THIRD PARTY again hello $CRWV) right now. Low margin stuff. Heres the actual play: BZAIs bet is their proprietary AI chips are 2.4x faster and 3x more power efficient. But those dont"
X Link 2025-11-14T17:42Z 1476 followers, 3864 engagements
"$IREN convertibles are not that cheap. The real price according to Anthropic is 6-13% depending on price action IREN Convertibles: What If Stock Hits $XX Everyones talking about IRENs $2B convertibles with 0.25-1% coupons being expensive debt. But lets run the numbers at $80/share - right below the $XXXXX cap price. The result might surprise you. The Setup: - $2B convertible notes (avg XXXXX% coupon) - Conversion price: $XXXXX - Cap price: $XXXXX (capped calls protect up to here) - Net proceeds after capped calls & fees: $1795M - Stock issued at: $XXXXX What Happens at $80:"
X Link 2025-12-04T22:39Z 1476 followers, 47.3K engagements
"$WULF $CIFR Analysis: Fluidstack Google and the AI Infrastructure Arms Race ✅ Fluidstack is reportedly in discussions to raise approximately $XXX million in a funding round that would confer a substantial post-money valuation of $X billion. $GOOG is in talks to participate because Fluidstack is de facto its pet project ✅ Fluidstack operates as Neocloud primarily using advanced NVIDIA GPUs and now Google's TPUsfor top-tier AI labs. Its core value proposition lies in exceptional agility capable of deploying GPU resources far faster than traditional hyperscalers. This hybrid business model with"
X Link 2025-12-05T10:43Z 1476 followers, 1306 engagements
"@jrouldz No clear robotics play. $RR is a joke $SERV is not there yet intuitive surgical is hard to scale. And we come to conclusion that big Capex rules: $AMZN $GOOG and $NVDA. $AAPL is doing robots but what if thats another camera 😁"
X Link 2025-11-23T10:48Z 1470 followers, XXX engagements
"The only reason people keep recommending $ONDS is because its cheap and they think they can make 200300%. For some reason no one mentions the insane level of competition in this market UAS systems are being built by multiple companies and ONDS has zero unique technology. The only thing truly outstanding about ONDS is the fantastic shareholder dilution wiping out half the companys value. Even the NeoClouds never dreamed of dilution on this scale.People also refuse to understand that working with the Pentagon means working on minimal margins. For example $KTOS operates on an operating margin of"
X Link 2025-11-24T10:56Z 1470 followers, 8206 engagements
"Read about $RDW bro youll see many similarities. I see it this way: their current things are too expensive in production so they went diluting and hunting for the others. Took the guy from Rafael and bought X companies giving the market SOP. And how many of them has more than IP and people And dilution is still dilution. By the way why you fav $KRKNF is down"
X Link 2025-11-24T16:44Z 1470 followers, XXX engagements
"$IREN Having a Big Four auditor: ✅ Can make it easier and potentially cheaper to raise debt or equity capital in the future as banks and investors see lower audit risk. Are we ready for dilution/junk bonds ✅ The previous auditor RCGT had already reported a "material weakness in internal controls" over financial reporting. Bringing in KPMG might intensify the focus on this area. The new more rigorous audit by KPMG may lead to: More material weaknesses being identified in the first year. Changes in accounting practices to align with Big Four standards. Are we ready for a new CFO ✅ The auditor"
X Link 2025-11-29T12:32Z 1469 followers, 25.7K engagements
"Drone stocks are plummeting every day despite good news and a lot of interest developments: Iron Dome drugs cartels war etc $ONDS -X% received 2nd contract to defend EU airport $RCAT -X% $DPRO -X% $KTOS -3%"
X Link 2025-12-01T20:59Z 1470 followers, 1626 engagements
"$IREN s new $2B financing package marks a major restructuring of its capital stack and a clear signal that the company is preparing for a much larger AI-infrastructure buildout. The company is issuing $1B of 2032 convertible senior notes and another $1B of 2033 notes with an additional $150M upsize option for each tranche. These notes are senior unsecured carry semi-annual interest and include typical conversion and redemption mechanics. In parallel IREN is launching a registered equity offering with proceeds earmarked to retire portions of its 2029 and 2030 convertible notes. This is a"
X Link 2025-12-01T21:48Z 1467 followers, 9691 engagements
"There is absolutely no chance that $GOOG or $NVDA would buy unsecured convertibles from $IREN or any other company. Thats not their operating model at all. Google makes strategic investments through GV or CapitalG but never through unsecured convertible debt. Nvidia doesnt buy other companies convertibles to clean up their debt. If they wanted exposure they would take an equity stake directly"
X Link 2025-12-02T06:35Z 1470 followers, 1478 engagements
"@jindal_gautam $CIFR raised $1.4B with XXXXX% but $WULF raised $XXX in junk bonds. $IREN pays much less but everything has its price"
X Link 2025-12-04T07:15Z 1469 followers, XXX engagements
"$IREN XX% levered IRR needs context. Levered IRR measures the return on equity after using debt not the return of the project itself. When the cost of capital is extremely low (0.25% and X% notes) the number naturally looks high. It does not tell us how profitable the underlying data center build is. What we still dont know is the unlevered return. CCO Draper didnt disclose it and thats the metric that shows the real economics of the project before the impact of leverage. And that's what investors need. For large AI-infrastructure builds a 1020% unlevered IRR is typical while 2040% levered"
X Link 2025-12-04T10:11Z 1471 followers, 1966 engagements
"Never fade $NVDA Maybe $TSM too 😀"
X Link 2025-12-04T13:12Z 1469 followers, XXX engagements
"$META is up X% after cutting Metaverse budget. Data centres rule 💪🏻"
X Link 2025-12-04T14:21Z 1469 followers, XXX engagements
"@TheKamaHsutra @CNBC Its attention I agree but its not a coincidence. If you want to single out ugly balance sheet its $CRWV and its reasonable. But hes doing a hit job on $IREN for a reason. Maybe just maybeits a fight for another deal and hes picking the sides"
X Link 2025-12-04T14:45Z 1469 followers, XXX engagements
"$EOSE is up XX% today. I have a small position only commons no adding on this level. Its a signal that market is ready to load up again on red hot and unprofitable stocks Data centres need storage especially if its subsidised by government 😄"
X Link 2025-12-04T17:28Z 1469 followers, XXX engagements
"@ilzmcfly I wasnt impressed at all better off with ChatGPT"
X Link 2025-12-04T19:58Z 1469 followers, XX engagements
"@BigBucks77 If the stock is at $XX when the notes mature the noteholders convert and IREN is fully hedged by the capped calls. The hedge counterparty delivers the shares not IREN. So no IREN doesnt need to issue any new shares in that scenario. Theres zero dilution"
X Link 2025-12-05T13:00Z 1469 followers, XXX engagements
"@BigBucks77 IRENs Total Cash Cost: - Capped calls (paid upfront): $175M - Coupons over XXX years: $94M - Underwriting fees: $30M Total: $299M on $1795M net proceeds"
X Link 2025-12-05T13:19Z 1469 followers, XX engagements
"@MaoBaoBaomby @mikealfred Every small cap has moments like this. Looks like $CRWV s got momentum they flipped. XX% drop - it was something"
X Link 2025-12-05T19:33Z 1469 followers, XXX engagements
"COO $IREN Kent Draper highlighted one specific detail: the Microsoft project is expected to generate about XX% levered IRR under conservative leverage assumptions and assuming no residual value from the hardware after the contract period. He spoke to Barrons but declined to give the overall return on capital: secrets Barrons highlighted $CRWV $NBIS and $IREN as the three NeoCloud names worth considering after the recent selloff. One interesting note on $CRWV: they plan to build more of their own sites after $CORZ fell behind schedule. Overall its rare to see a mainstream outlet cover"
X Link 2025-12-04T04:09Z 1470 followers, 10.9K engagements
"Strange days. Software companies that everyone hates are gaining traction after good reports from $MDB and $CRM $ADBE +4% $CRM +5% $DUOL +5% Suddenly all the talk about OpenAI killing them has faded into the background. It turns out that companies with strong cash flows are the ones capable of withstanding the pressure from chatbots and smaller players. Meanwhile Paul Meeks of Freedom Capital has become the latest analyst to recommend $CRWV citing scale advantage as the key driver. He also believes the company will narrow the valuation gap with $NBIS which he likes as well"
X Link 2025-12-05T17:38Z 1470 followers, XXX engagements
"@MaoBaoBaomby @mikealfred Nothings for free in this world. Now $IREN is a home for bag holders and permabulls"
X Link 2025-12-05T19:22Z 1470 followers, XXX engagements
"@mongolApe @CNBC @615Investor Hahaha I wonder why hes still live"
X Link 2025-12-04T08:37Z 1471 followers, XX engagements
"@hhhypergrowth So its a mystery ok got it But its not good for $CRWV anyway if they cant control $CORZ"
X Link 2025-12-04T19:43Z 1471 followers, XXX engagements
"@StTomNakstamoto Dilution is the only way to raise capital"
X Link 2025-12-05T07:55Z 1471 followers, XXX engagements
"$IREN Conversion price is $XXXXX Conversion premium: XX% thats standard for the sector. Implied conversion price: $XXXXX (based on the $XXXXX reference). Capped call protection: $XXXXX this part is actually strong since most companies cap around +4060%. Meaning: dilution only starts above $82"
X Link 2025-12-03T20:46Z 1476 followers, 14.4K engagements
"Great question. $IREN really only pays XXX percent in actual cash. The extra XX percent isnt something they ever pay to anyone its just what the math shows if you treat the whole structure as a regular loan. In other words IRR tells you the interest rate IREN wouldve paid if it had just borrowed that money from a bank and kept all the economic value instead of giving some of it away through the capped call and the embedded option. So the cash cost stays XXX percent the rest is just opportunity cost expressed as a percentage"
X Link 2025-12-05T12:53Z 1473 followers, XXX engagements
"❗❗❗Netflix agrees to buy Warner Bros studio and streaming business in $83bn deal $NFLX"
X Link 2025-12-05T12:11Z 1476 followers, XXX engagements
"Suddenly ppl started to understand that $ORCL wont go bankrupt but the bounce is small. He and $CRWV have the same problem - OpenAI commitments. If Altman wants $NVDA to step in he probably has to cave in to some conditions. It would be very strange if OpenAI ends up buying $AMD on Huangs money. If Im not mistaken OpenAI will go through a radical transformation because there is no way it can spend money the way $GOOG or $META do. Wednesdays $ORCL earnings should answer a lot of unresolved questions including whether OpenAI is meaningfully included in their backlog and what margin structure"
X Link 2025-12-06T10:43Z 1476 followers, 1047 engagements