# ![@Gyujin_9701 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1954919507639812096.png) @Gyujin_9701 재붕이_Jin

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

### Engagements: [------] [#](/creator/twitter::1954919507639812096/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1954919507639812096/c:line/m:interactions.svg)


### Mentions: [--] [#](/creator/twitter::1954919507639812096/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1954919507639812096/c:line/m:posts_active.svg)


### Followers: [-----] [#](/creator/twitter::1954919507639812096/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1954919507639812096/c:line/m:followers.svg)


### CreatorRank: [-------] [#](/creator/twitter::1954919507639812096/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1954919507639812096/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  #5852 [technology brands](/list/technology-brands)  30.65% [finance](/list/finance)  16.94% [cryptocurrencies](/list/cryptocurrencies)  12.1% [currencies](/list/currencies)  4.03% [exchanges](/list/exchanges)  #5181 [countries](/list/countries)  1.61% [financial services](/list/financial-services)  1.61%

**Social topic influence**
[$iren](/topic/$iren) #24, [ai](/topic/ai) 21.77%, [$nbis](/topic/$nbis) #229, [$crcl](/topic/$crcl) #11, [gpu](/topic/gpu) #106, [$msft](/topic/$msft) #75, [iren](/topic/iren) 10.48%, [crypto](/topic/crypto) #5231, [$crwv](/topic/$crwv) #94, [$cifr](/topic/$cifr) #74

**Top accounts mentioned or mentioned by**
[@bonjae3](/creator/undefined) [@jiahanjimliu](/creator/undefined) [@fransbakker9812](/creator/undefined) [@oinvests](/creator/undefined) [@mrmag314](/creator/undefined) [@bdigs](/creator/undefined) [@otskarerice](/creator/undefined) [@stwtcocy2emcve3](/creator/undefined) [@cftc](/creator/undefined) [@patrickjwitt](/creator/undefined) [@yarless_](/creator/undefined) [@ai_energyhub](/creator/undefined) [@trla2](/creator/undefined) [@singularityres](/creator/undefined) [@gyujin9701](/creator/undefined) [@spiraloutone](/creator/undefined) [@yahoofinance](/creator/undefined) [@aienergyhub](/creator/undefined) [@0xathenaz](/creator/undefined) [@bitcoin1ea](/creator/undefined)

**Top assets mentioned**
[Iris Energy Limited (IREN)](/topic/$iren) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Circle Internet Group, Inc. (CRCL)](/topic/$crcl) [Microsoft Corp. (MSFT)](/topic/$msft) [CoreWeave, Inc (CRWV)](/topic/$crwv) [Cipher Mining Inc. Common Stock (CIFR)](/topic/$cifr) [AbCellera Biologics Inc. (ABCL)](/topic/$abcl) [USDC (USDC)](/topic/usdc) [BITMINE IMMERSION TECH (BMNR)](/topic/$bmnr) [TransMedics Group, Inc. Common Stock (TMDX)](/topic/$tmdx) [Ethereum (ETH)](/topic/$eth) [Mario Coin (COIN)](/topic/$coin) [Abivax SA (ABVX)](/topic/$abvx) [Metadium (META)](/topic/$meta) [Bitcoin (BTC)](/topic/$btc) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Coinbase Global Inc. (COIN)](/topic/coinbase) [Adobe, Inc. (ADBE)](/topic/$adbe)
### Top Social Posts
Top posts by engagements in the last [--] hours

"" "  [----] [--]     "  ".      http://x.com/i/article/2023207037430370304 http://x.com/i/article/2023207037430370304"  
[X Link](https://x.com/Gyujin_9701/status/2023225930500731099)  2026-02-16T02:40Z [----] followers, 12.8K engagements


"The reason I use X is because it lets me read the work of top global investors and really internalize their thinking. Especially for deep-dive investors this is (for me) the only platform where I can actually interact with them directly which I really value. Honestly without X it wouldve been much harder for me to build conviction in my ideas and hold long term. My role in a way is to stress-test their theses figure out which ones are closer to structural reality or the direction of the cycle and then break those ideas down and explain them in Korean. Because of that Im very interested in"  
[X Link](https://x.com/Gyujin_9701/status/2023585851108978784)  2026-02-17T02:30Z [----] followers, [----] engagements


"$IREN  $MSFT . CEO    On site today reviewing progress on our 200MW Microsoft deployment. Tracking well. https://t.co/jDRIfR74If On site today reviewing progress on our 200MW Microsoft deployment. Tracking well. https://t.co/jDRIfR74If"  
[X Link](https://x.com/Gyujin_9701/status/2023930916012519456)  2026-02-18T01:21Z [----] followers, [----] engagements


"$ABCL     😆"  
[X Link](https://x.com/Gyujin_9701/status/2014348516592857414)  2026-01-22T14:44Z [----] followers, [----] engagements


"260127 $ABCL $ABCL      ABCL-635 VMS       elinzanetant      VMS ABCL-635         VMS    HR+  (70%)  [---]    +    [--] [--]  ABCL-635     elinzanetant                 😆 https://twitter.com/i/web/status/2015950057254879447 https://twitter.com/i/web/status/2015950057254879447"  
[X Link](https://x.com/Gyujin_9701/status/2015950057254879447)  2026-01-27T00:48Z [----] followers, [----] engagements


"260128       S&P500  ISA  KODEX S&P500 ETF/100 ETF [--]  ( $IREN) ( $TMDX) ( $ABCL) [--] ( $ABVX) ( $NUAI) [--]  (  .) $IREN [--]      [--]   [--]    S&P500 ETF          S&P500               (   .   🥲) https://twitter.com/i/web/status/2016377680019833199 https://twitter.com/i/web/status/2016377680019833199"  
[X Link](https://x.com/Gyujin_9701/status/2016377680019833199)  2026-01-28T05:07Z [----] followers, [----] engagements


"260131 $IREN $CRCL   [--]. $ABCL  +          -10%        +30+50%   [--]. $ABVX        $100    $CRCL     [--]   [--]. $TMDX  /  + [---] ETF        [--]. $NUAI     FID [--] [--]  [--]  FID       TCDC    New Mexico   [----]   GP/LP    BTM    (    )    😆 https://twitter.com/i/web/status/2017433679841390692 https://twitter.com/i/web/status/2017433679841390692"  
[X Link](https://x.com/Gyujin_9701/status/2017433679841390692)  2026-01-31T03:04Z [----] followers, [----] engagements


"260202 $CRCL    $CRCL       /  USDC               [---] ETF  [--]  . [--] [--]                                   $CRCL    $CRCL         $CRCL      Tether $CRCL   Tether   USDC  USDT   USDT   USDC  USD1    USDC  track record $CRCL [----] [--]   de-peg      USD1  Trump                  [--]      $CRCL     ---- JPM  ' '  [--]   [--------]      JPMD Onyx              $CRCL   https://twitter.com/i/web/status/2018144884075720865 https://twitter.com/i/web/status/2018144884075720865"  
[X Link](https://x.com/Gyujin_9701/status/2018144884075720865)  2026-02-02T02:10Z [----] followers, [----] engagements


"260203 $CRCL  $70    $CRCL  2%      😓     [----]  $50  (PER 20-25)   $50    $IREN   $5      $8-$10     😁 $CRCL                      $IREN   $IREN   https://twitter.com/i/web/status/2018489192981168291 https://twitter.com/i/web/status/2018489192981168291"  
[X Link](https://x.com/Gyujin_9701/status/2018489192981168291)  2026-02-03T00:58Z [----] followers, [----] engagements


"260203   $ABCL      $5-$7           ( ) [--] [--]      $ABCL    $ABVX $124  FOMO     $200      $110  $100    ( $ABVX   ) $TMDX         . [--------]   https://twitter.com/i/web/status/2018494321063067760 https://twitter.com/i/web/status/2018494321063067760"  
[X Link](https://x.com/Gyujin_9701/status/2018494321063067760)  2026-02-03T01:18Z [----] followers, [----] engagements


"ETH   $BMNR [--] ETH ETH    TVL 25M ETH - 31M ETH  DEX [--] Q4 $86B  $19B  Layer [--]  $100M $15M   roll up      Layer [--]   [--]     ETH  ' '  ' '   [--] [--] ETH     DAT  [--] [--] ETH     [--]     [--] ETH      2"  
[X Link](https://x.com/Gyujin_9701/status/2018546358094049484)  2026-02-03T04:45Z [----] followers, [----] engagements


"1) Roll up   &   L1 +  L2     Fusaka upgrade L2 L1    PeerDAS + BPO blob target L2   L2  L1     -         [--]  L2    blob pricing floor L1        ETH  ETH      https://twitter.com/i/web/status/2018546359868211319 https://twitter.com/i/web/status/2018546359868211319"  
[X Link](https://x.com/Gyujin_9701/status/2018546359868211319)  2026-02-03T04:45Z [----] followers, [---] engagements


"$TMDX long Nfa @TR_LA2 @SingularityRes $TMDX has their own planes (22) but they also charter planes plus ground transport has gone from 20% to 40% over the past [--] years (but we dont know the exact number QoQ) so tracking daily flights through the $TMDX tail numbers is just one piece of the puzzle. Its possible @TR_LA2 @SingularityRes $TMDX has their own planes (22) but they also charter planes plus ground transport has gone from 20% to 40% over the past [--] years (but we dont know the exact number QoQ) so tracking daily flights through the $TMDX tail numbers is just one piece of the puzzle. Its"  
[X Link](https://x.com/Gyujin_9701/status/2018571498383118691)  2026-02-03T06:25Z [----] followers, [----] engagements


"$crcl      [--] $crcl $4354 (  )    $50 [--]   I really really like $CRCL at $54. Valuation has been completely reset back to $12B MC. Everyone was rushing to buy it back at $150-200 but at $54 it's a ghost town. USDC supply still $70B+ and I expect stablecoins to continue growing in usage. https://t.co/R2Habycf7d I really really like $CRCL at $54. Valuation has been completely reset back to $12B MC. Everyone was rushing to buy it back at $150-200 but at $54 it's a ghost town. USDC supply still $70B+ and I expect stablecoins to continue growing in usage. https://t.co/R2Habycf7d"  
[X Link](https://x.com/Gyujin_9701/status/2018808611594756327)  2026-02-03T22:07Z [----] followers, [----] engagements


"$CIFR Cipher Mining AWS [--]  300MW AI/ (Black Pearl)  [--]      +  AWS [----] [--]  67%   Ai dc capex $CIFR AWS     🔥🔥 $CIFR Raising $2 Billion. Need More funding I guess. These facilities build out will require huge cash. Cipher Mining announced that Black Pearl Compute plans a $2B private offering of senior secured notes due [----] with proceeds to complete its Wink TX Black Pearl facility $CIFR Raising $2 Billion. Need More funding I guess. These facilities build out will require huge cash. Cipher Mining announced that Black Pearl Compute plans a $2B private offering of senior secured notes due"  
[X Link](https://x.com/Gyujin_9701/status/2018829570976407841)  2026-02-03T23:30Z [----] followers, [----] engagements


"$cifr [--]  6.375%   $iren    😁 *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 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"  
[X Link](https://x.com/Gyujin_9701/status/2019047753440215186)  2026-02-04T13:57Z [----] followers, [----] engagements


"$iren   ( ) Ai SaaS  workflow  SaaS  SaaS  Ai    zoom  workflow      Amd  Opex    +   ai capex [--]     ( ) Ai dc  ( btm dc    dc  )   Ai dc  ($cifr 2b [--]  )      Nfa https://twitter.com/i/web/status/2019166537803001875 https://twitter.com/i/web/status/2019166537803001875"  
[X Link](https://x.com/Gyujin_9701/status/2019166537803001875)  2026-02-04T21:49Z [----] followers, [----] engagements


"$IREN    $CIFR [--]  [---]    6.125%    $CIFR  $IREN    $CIFR Cipher Gets $13B Orders for $2B issue. Yield tightens to 6.125% from early indication 6.375%. https://t.co/4eOH6ElVNq $CIFR Cipher Gets $13B Orders for $2B issue. Yield tightens to 6.125% from early indication 6.375%. https://t.co/4eOH6ElVNq"  
[X Link](https://x.com/Gyujin_9701/status/2019190826673598818)  2026-02-04T23:26Z [----] followers, [----] engagements


"$abcl         .   sp500 😅😅"  
[X Link](https://x.com/Gyujin_9701/status/2019528403674878219)  2026-02-05T21:47Z [----] followers, [----] engagements


"$bmnr          $iren     😭"  
[X Link](https://x.com/Gyujin_9701/status/2019624540415135755)  2026-02-06T04:09Z [----] followers, [----] engagements


"$iren    bull  gpu  [--]           irr  [--] wacc         msft         bull   https://twitter.com/i/web/status/2019761552283607425 https://twitter.com/i/web/status/2019761552283607425"  
[X Link](https://x.com/Gyujin_9701/status/2019761552283607425)  2026-02-06T13:14Z [----] followers, [----] engagements


"$iren   (feat. )        "     AI    air-cooled GPU    ."   ai     .   $0.5b arr       horizon 5-10     Advancing design workstreams for potential conversion of entire 750MW Childress campus to liquid-cooled AI deployments  h5-10    childress    rollout    gpu ()      /ebitda   capex          "   GPU   . third-party      .         ."     .          ai    childress     (   ).  $0.4b arr    $0.1b arr   . [--] $0.5b    .       . ppt  dc         ai  . bull       .    dc    .    . Ai     .  capex   iren     .     ☺☺ $IREN finally heard what Ive been saying for months. The client requested a software"  
[X Link](https://x.com/Gyujin_9701/status/2020037705456054637)  2026-02-07T07:31Z [----] followers, 12.7K engagements


"$iren capex   +   $msft dc gpu capex Pg site dc fit out capex gpu capex Mckenzie site dc fit out capex   [---]    Mckenzie site gpu  Canal flat dc fit out gpu Horizon 5-10  dc gpu capex(  ) Sweetwater  dc/gpu capex Oklahoma   capex   . (    )   h5-10 air cooled        ;   capex  https://twitter.com/i/web/status/2020207973461815681 https://twitter.com/i/web/status/2020207973461815681"  
[X Link](https://x.com/Gyujin_9701/status/2020207973461815681)  2026-02-07T18:48Z [----] followers, [----] engagements


"H5-10    Childress     nvidia blackwell   (supply air / inlet air) 30C (86F)   GPU    AI /   / : [--]  : 9599F (3537C)  96F (35.5C). [--] :  9495F (3435C) :  117F (47C 2011) (2025) 105F (40.5C) [----]    : [--] [--]  87F (30.5C)  3540C   (3060 )   :  35C+  chiller/CRAC/CRAH inlet air 30C  (  + chiller ) : GPU throttling  1030% ( )  B200 air-cooled   7080%  SLA( )  / PUE :  4050%   : [----]   downtime [--].  ( )  air-cooled    liquid    /  +     / cooling  /   airflow   +  1020%     retrofit   chiller   liquid cooling   (2026 ): urgent demand  H5-10    (69): 35C+  throttling/downtime/PUE   [----]     +      450mw"  
[X Link](https://x.com/Gyujin_9701/status/2020226961596178435)  2026-02-07T20:03Z [----] followers, [----] engagements


": $iren   [--]. Gpu  $iren nvdia  hs $crwv $nbis  gpu    [--]. H5-10   gpu       gpu   ( [--] ) [--]. H5-10      capex . /     [--].      .      ----   ( ai )             ( gpu /capex + msft  + msft   gaas   ) [--]   Ceo    https://twitter.com/i/web/status/2020230225406353699 https://twitter.com/i/web/status/2020230225406353699"  
[X Link](https://x.com/Gyujin_9701/status/2020230225406353699)  2026-02-07T20:16Z [----] followers, [----] engagements


"iaas $iren $crwv $nbis      1)     build out            Iren dc  [--]  Nbis crwv   [--]  [--]   build out    $iren 2) iaas       ' ' .   dc    ' '     (  ) $iren :  4.5gw $crwv : 2.9gw $nbis : 1gw  $iren 4.5gw 810mw operation  ai  btc  retrofit dc fit out   . Sweetwater1 1.4gw [--] [--] energization.   [--] online  childress   risk  $crwv 2.9gw 1gw  sold out . 850mw  operation 1gw dc [--]  .   operation    $nbis 1gw capacity .  2.5gw  .    dc         upside  power dc   iren  land power        iaas      iren 3)  Bare metal gpu   . ai    ai   .    oracle iaas      ai capex    iren      iaas   uptime   msft   "  
[X Link](https://x.com/Gyujin_9701/status/2020256850764329234)  2026-02-07T22:02Z [----] followers, [----] engagements


"$IREN   '  '    '       ' '    '  [--] [--]       .            hold         ☺ https://twitter.com/i/web/status/2020360749076595181 https://twitter.com/i/web/status/2020360749076595181"  
[X Link](https://x.com/Gyujin_9701/status/2020360749076595181)  2026-02-08T04:55Z [----] followers, 12.5K engagements


"$iren            $iren $msft       MS $1.94B prepayment . IREN gpu   MS   MS  prepayment  ;   capex      hyperscaler CapEx delay  binding contract      . build out   capex     $iren   hs   capex      https://t.co/dAi5vsq1FR https://t.co/dAi5vsq1FR"  
[X Link](https://x.com/Gyujin_9701/status/2020372294431109620)  2026-02-08T05:41Z [----] followers, 11.9K engagements


"💪$IREN GPU financing $3.6B +  6%  $IREN  $3.6B GPU financing + JPM   6% (  ) $MSFT  cashflow   1.94B  GPU CapEx $5.8B 95%  [-----] GPU 3%   IT load 200MW   CapEx $3B /     $IREN       DC   DC DC CapEx GPU $MSFT    $IREN     $IREN   debt/equity ratio            CapEx & GPU   + GPU financing      Gross debt Net debt debt    debt/equity ratio     $CRWV   net debt  10%   debt/equity ratio     .        . $IREN    GPU finacing    . IaaS   https://twitter.com/i/web/status/2020473729290232098 https://twitter.com/i/web/status/2020473729290232098"  
[X Link](https://x.com/Gyujin_9701/status/2020473729290232098)  2026-02-08T12:24Z [----] followers, [----] engagements


"SK         $IREN    ($IREN upside /  )       😂    [--]        GPU/      $IREN 😊      .  China to mass-produce HBM3 technology gap narrows from four years to three years. 🔥😱 Well this is a typical headline that sounds really important but actually isnt. Simply said it means that China is entering HBM3 in [----] where Korea was in [----]. But it doesnt take in China to mass-produce HBM3 technology gap narrows from four years to three years. 🔥😱 Well this is a typical headline that sounds really important but actually isnt. Simply said it means that China is entering HBM3 in [----] where Korea was"  
[X Link](https://x.com/Gyujin_9701/status/2020657900637794683)  2026-02-09T00:36Z [----] followers, 13.4K engagements


"$IREN      810MW                  ( DC software engineer )       GPU financing    $IREN      DC     $iren  horizon 5-10       + childress     horizon 5-10   $iren  horizon 5-10       + childress     horizon 5-10"  
[X Link](https://x.com/Gyujin_9701/status/2020883470621507805)  2026-02-09T15:32Z [----] followers, 10.4K engagements


"$IREN Anthropic   AI             1)     [----]      GPU/        2)  AI  bare metal GPU  .     GPU        3) 'bare metal GPU +  '  AI      .   AI     4)    . [--] kubernetes    [--]    5)  DC .     DC       DC 6) $IREN        AI  . $MSFT     $IREN    https://twitter.com/i/web/status/2021016459686936818 https://twitter.com/i/web/status/2021016459686936818"  
[X Link](https://x.com/Gyujin_9701/status/2021016459686936818)  2026-02-10T00:20Z [----] followers, [----] engagements


"$IREN ABS    S&P [---] :      /  A or A- Moody's :        20-25 [--] Bloomberg [--] ABS [--] [--] 23-25   A/A-   [--] 5.46% ----- $IREN x MSFT ABS  $IREN $9.7B [--]  $MSFT   S&P/Moody A     /     + +         ABS  [----] [--]   Horizon  /  cash flow track record        ABS collateral   (PV)   DCF    cash flow $1.94B [--] ABS  [--]  68% (MSFT AAA)  collateral poool  $5-7B  ABS  PV 100% collateralization  60-70%  $3B     H5-10     $4.5B 66%  $IREN  H1-4        H1-4      Reference) Data center ABS Risks yields and ratings (Charles River Associates December 2025)"  
[X Link](https://x.com/Gyujin_9701/status/2021030027249533288)  2026-02-10T01:14Z [----] followers, [----] engagements


"$bmnr [--]    [---].        ;                      😅 https://twitter.com/i/web/status/2021044117657243866 https://twitter.com/i/web/status/2021044117657243866"  
[X Link](https://x.com/Gyujin_9701/status/2021044117657243866)  2026-02-10T02:10Z [----] followers, [----] engagements


"clarity act          $crcl [--].        [--].      [--].    usdc     [--]   [--]               usdc          Just Now on Maria Bartiromo 👀 Bessent sees the Clarity Act being passed in the Spring. https://t.co/xvv21kcaHI Just Now on Maria Bartiromo 👀 Bessent sees the Clarity Act being passed in the Spring. https://t.co/xvv21kcaHI"  
[X Link](https://x.com/Gyujin_9701/status/2021048854041579575)  2026-02-10T02:29Z [----] followers, 10.8K engagements


"$CRCL       USDC    $CRCL    USDC    RLDC   50% ( )   /     USDC      RLDC      'clarity act' .     $CRCL         $CRCL         $CRCL  CPN      .                          [--] [--] $CRCL         (  ) ---------- USDC $73.7B YoY( ) 108%  $740M YoY 66%   [--] [--] $CRCL         (  ) ---------- USDC $73.7B YoY( ) 108%  $740M YoY 66%"  
[X Link](https://x.com/Gyujin_9701/status/2021077303896440977)  2026-02-10T04:22Z [----] followers, [----] engagements


"$TMDX      Q4 [--] Q4 [--]         / Gen3 OCS                https://twitter.com/i/web/status/2021085823278764185 https://twitter.com/i/web/status/2021085823278764185"  
[X Link](https://x.com/Gyujin_9701/status/2021085823278764185)  2026-02-10T04:56Z [----] followers, [----] engagements


"$CRCL          USD1  '  '          USD1   USD1  $CRCL    1) USD1    $CRCL       $CRCL   USD1        USD1    $CRCL   $CRCL  USD1   USD1 $CRCL    2) USD1         $CRCL  +   USD1  -    $CRCL        ' '   $CRCL          $CRCL     $CRCL  + moat. [--] : WLFI     World Liberty Financial(WLFI)   .   60%  75%      [--] : WLFI     World Liberty Financial(WLFI)   .   60%  75%"  
[X Link](https://x.com/Gyujin_9701/status/2021103974531858648)  2026-02-10T06:08Z [----] followers, [----] engagements


"In that sense I used to think the most important thing was securing additional contracts with better economics but my perspective has changed. The real key is simply executing H1H4 on schedule and proving high-quality service. If that happens improved IRR will follow automatically and the bears will have nothing left to say. https://twitter.com/i/web/status/2021124577208959135 https://twitter.com/i/web/status/2021124577208959135"  
[X Link](https://x.com/Gyujin_9701/status/2021124577208959135)  2026-02-10T07:30Z [----] followers, 10.2K engagements


"$IREN   $MSFT  IRR 10% '5  '      . h1-4    . 10-Q      H1-4 GB300 TDP 1400W  200mw it load   gpu 130k   76k     gpu    .    200mw [-----]     .    NVIDIA GB300 GPU NVIDIA VR200 GPU      [--]  H1-4 [-----] gpu [--]   [--] [--] [--] [--]  h1 h2 [--]   [--] [--]    H1 gpu [--]  [--]   [--]     H1 uptime      h1 h2 gb300 [-----] h3 h4 vr200 [-----]   vr200       h4 vr200          1) uptime  2)  gpu    h4  topline  $iren         h1-4  uptime       msft       🔥🔥 $IREN GB300 or VR200 for $MSFT "The Microsoft agreement includes a hardware substitution clause that allows Microsoft to request replacing the originally planned NVIDIA GB300"  
[X Link](https://x.com/Gyujin_9701/status/2021147882619896037)  2026-02-10T09:03Z [----] followers, 12.2K engagements


"@mrmag314 @FransBakker9812 Additional prepayment & gpu financing For timing its probably worth reading the earnings call transcript closely"  
[X Link](https://x.com/Gyujin_9701/status/2021169638151729439)  2026-02-10T10:29Z [----] followers, [---] engagements


"$IREN BNP Paribas $IREN        [---]  BNP Paribas      '  + '          BNP Paribas who was previously one of $IRENs largest shareholders and sold out every last share last quarter at a sizable profit is now back in as of today with size 4.2M shares acquired. https://t.co/7xSnFzjP1U BNP Paribas who was previously one of $IRENs largest shareholders and sold out every last share last quarter at a sizable profit is now back in as of today with size 4.2M shares acquired. https://t.co/7xSnFzjP1U"  
[X Link](https://x.com/Gyujin_9701/status/2021349065695600854)  2026-02-10T22:22Z [----] followers, [----] engagements


"$IREN   [----] [--] [--]  S.9144 A.10141   3(3 + 90)  (20MW )        +      " ( ) "    New York ( 3) Virginia (2  ) Georgia (  ) Maryland (  /) Oklahoma ( [----] ) Vermont (  ) Michigan $IREN  BC Texas      1.6GW   [--] ramp up           $IREN   ' ' /   (  )               /             Six US states now have bills to pause data center construction. New York just introduced a three-year moratorium. Six US states now have bills to pause data center construction. New York just introduced a three-year moratorium"  
[X Link](https://x.com/Gyujin_9701/status/2021373080250220773)  2026-02-10T23:57Z [----] followers, [----] engagements


"$IREN MSCI  MSCI   ''   ETF/     MSCI /      ESG   [--] [--] [--] [--]   [--]   MSCI      $IREN   MSCI     MSCI        '   '        😁 https://twitter.com/i/web/status/2021376744616493254 https://twitter.com/i/web/status/2021376744616493254"  
[X Link](https://x.com/Gyujin_9701/status/2021376744616493254)  2026-02-11T00:12Z [----] followers, 13.3K engagements


"25 [--] [--] $IREN  Price target $39     $IREN 3.6B GPU financing   [---]  [---]  MSCI    GPU financing $IREN        Price target    😆 Goldman with 7.3m shares of $IREN an increase of 5.1m shares during the quarter (233% increase). Same guys handling the 3.6b GPU financing package getting loaded to the tits eh What would they know that Dipshit Danny on X who keeps comparing colo to cloud doesn't Looking https://t.co/HNoIVab1vZ Goldman with 7.3m shares of $IREN an increase of 5.1m shares during the quarter (233% increase). Same guys handling the 3.6b GPU financing package getting loaded to the tits"  
[X Link](https://x.com/Gyujin_9701/status/2021393748958335253)  2026-02-11T01:20Z [----] followers, [----] engagements


"$IREN Short interest  13.52%       22%     ☺ $IREN Shorts update. Plenty of short covering as of the latest snapshot. 11M shares covered leading up to the end of January snapshot. Now 14% of float short. https://t.co/lgag7S2zGW $IREN Shorts update. Plenty of short covering as of the latest snapshot. 11M shares covered leading up to the end of January snapshot. Now 14% of float short. https://t.co/lgag7S2zGW"  
[X Link](https://x.com/Gyujin_9701/status/2021394536174584226)  2026-02-11T01:23Z [----] followers, [----] engagements


"$IREN  $NBIS          1)  moat  moat   2)  CapEx   $NBIS   $MSFT $META   3) Frontier AI lab bare metal GPU + orchestration  $NBIS full-stack PaaS  4) Frontier AI lab AI [--]      ------- $IREN power/energy moat   AI lab   AI    $NBIS  bare metal GPU  + / AI     $NBIS      Frontier AI lab CapEx    $IREN $NBIS           I swapped 1/3 of my $IREN to $NBIS this morning. I think I can sleep better at night.It will be better after I move 100% over. I swapped 1/3 of my $IREN to $NBIS this morning. I think I can sleep better at night.It will be better after I move 100% over"  
[X Link](https://x.com/Gyujin_9701/status/2021401241738412201)  2026-02-11T01:49Z [----] followers, 16.7K engagements


"2.10 vs   $CRCL [----]               ' '   /           ' '                 ----  USDC         / clarity act    USD1                clarity act       /        $CRCL          $CRCL    ///// USDC          Cross-border           New: Here is a handout distributed at the White House's meeting today between banking and crypto reps on stablecoin yield (round 2). It lays out banking's red lines on yield. A source familiar described today's meeting as productive but also said "nothing was solved." It could https://t.co/fcvES9NeAK New: Here is a handout distributed at the White House's meeting today"  
[X Link](https://x.com/Gyujin_9701/status/2021419796856963387)  2026-02-11T03:03Z [----] followers, [----] engagements


"$NBIS $IREN       1) $MSFT $NBIS  GPU  . [--]  $IREN bull   [--]    2) $IREN $NBIS  uptime . h1-4 uptime  topline  3) $IREN $MSFT  GB300 VR200   .     4) $NBIS $MSFT bare metal GPU  $NBIS   https://twitter.com/i/web/status/2021424929355546897 https://twitter.com/i/web/status/2021424929355546897"  
[X Link](https://x.com/Gyujin_9701/status/2021424929355546897)  2026-02-11T03:23Z [----] followers, [---] engagements


".   [--]  $NBIS $IREN     Frontier AI lab bare metal GPU +-  .  AI        .   AI CapEx    $NBIS $IREN   https://twitter.com/i/web/status/2021433537724023173 https://twitter.com/i/web/status/2021433537724023173"  
[X Link](https://x.com/Gyujin_9701/status/2021433537724023173)  2026-02-11T03:58Z [----] followers, [---] engagements


"@bonjae3 . Fireworks AI $IREN bare metal GPU  $NBIS   "  
[X Link](https://x.com/Gyujin_9701/status/2021437883631186127)  2026-02-11T04:15Z [----] followers, [---] engagements


"AI platforms paying a premium and stretching for deals is to me evidence of how brutally competitive this space has become. One of the comments on my post today claimed $NBIS is the next AWS.honestly that made me laugh. They need to beat Fireworks AI first before Id even begin to take that argument seriously. Like you said IRENs biggest risk is failing to land large customers outside of hyperscalers. But what IREN said on the earnings call that they have a baseline software capability and that theyre negotiating a multi billion dollar deal that requires software does a lot to reduce that"  
[X Link](https://x.com/Gyujin_9701/status/2021461359754608731)  2026-02-11T05:48Z [----] followers, [----] engagements


"@Spiralout_one @B__Digs Just keep doubting like that and the train will leave without you. They were saying the exact same things even before they signed the deal with $MSFT"  
[X Link](https://x.com/Gyujin_9701/status/2021541773793952071)  2026-02-11T11:08Z [----] followers, [--] engagements


"Of course you wouldn't want to jump in you have no idea what kind of era that the Bitcoin miner has been preparing for over the past seven years. Hyperscalers and frontier AI labs are racing to outspend each other in CapEx and if you think those negotiations are all smoke and mirrors. well I don't even know where to start. Wishing you successful investments https://twitter.com/i/web/status/2021543566892564492 https://twitter.com/i/web/status/2021543566892564492"  
[X Link](https://x.com/Gyujin_9701/status/2021543566892564492)  2026-02-11T11:15Z [----] followers, [--] engagements


"Clarity Act      CEO     $CRCL 🔥🔥 💥BREAKING: Brian Armstrong after todays White House crypto talks: CRYPTO SHOWED UP READY TO WORK WE MADE PROGRESS. This is coordination not conflict. Washington just changed posture. $BTC $ETH $COIN https://t.co/DInuZS0hTt 💥BREAKING: Brian Armstrong after todays White House crypto talks: CRYPTO SHOWED UP READY TO WORK WE MADE PROGRESS. This is coordination not conflict. Washington just changed posture. $BTC $ETH $COIN https://t.co/DInuZS0hTt"  
[X Link](https://x.com/Gyujin_9701/status/2021546586996879427)  2026-02-11T11:27Z [----] followers, [----] engagements


"JPM $IREN  JPM $IREN  +102%  [--] [---]  JPM $IREN PT $39      $IREN GPU financing $3.6B    ' & JPM '     😊 ⚡JUST IN: JPMorgan just went ALL IN on $IREN. They added [------] shares. A 102.67% increase. Now holding [-------] shares total. Let me make this crystal clear: JPMorgan doesnt accumulate like this on a whim. They bought ABOVE $40 after the [----] run-up. Not the bottom. Not https://t.co/E0vCLuBhZR ⚡JUST IN: JPMorgan just went ALL IN on $IREN. They added [------] shares. A 102.67% increase. Now holding [-------] shares total. Let me make this crystal clear: JPMorgan doesnt accumulate like this on a"  
[X Link](https://x.com/Gyujin_9701/status/2021711111205400617)  2026-02-11T22:21Z [----] followers, [----] engagements


"$CRCL Clarity Act   [--] [--] Clarity Act                ----- GENIUS Act        /    /      /   GENIUS Act      vs       CLARITY Act    SEC     CFTC  CFTC         GENIUS Act    /    (    )  CLARITY Act $ETH  $ETH        $ETH  ' '  '   '       $CRCL    .         USDC    . $ETH ' '  $CRCL    JUST IN: The White House has urged crypto companies and banks to reach a deal on the Clarity Act and Crypto Market Structure Bill by March 1st https://t.co/UJkZ3HXHIB JUST IN: The White House has urged crypto companies and banks to reach a deal on the Clarity Act and Crypto Market Structure Bill by March 1st"  
[X Link](https://x.com/Gyujin_9701/status/2021752962457211326)  2026-02-12T01:07Z [----] followers, [----] engagements


"So if we dont hear about any additional contracts with hyperscalers Frontier AI labs or AI enterprises by April are you planning to significantly reduce your position Im assuming you set April as the benchmark because Sweetwater [--] energization is expected to be completed around then right Personally I think its reasonable to give IREN a bit more time at least through the first half of the year. https://twitter.com/i/web/status/2021758046029197489 https://twitter.com/i/web/status/2021758046029197489"  
[X Link](https://x.com/Gyujin_9701/status/2021758046029197489)  2026-02-12T01:27Z [----] followers, [---] engagements


"$AMZN    $AMZN   🤔 1)  $iren  2)    $amzn"  
[X Link](https://x.com/Gyujin_9701/status/2021792954311156155)  2026-02-12T03:46Z [----] followers, 11K engagements


"@otskarerice $IREN $AMZN   🤣🤣"  
[X Link](https://x.com/Gyujin_9701/status/2021830123146866792)  2026-02-12T06:13Z [----] followers, [---] engagements


"If energy were to become abundant one day. I dont think that will happen anytime soon. Compared to AWS $NBIS still has significant shortcomings and there are many areas where it clearly falls short. I also dont think its software capabilities are anywhere near those of hyperscalers or leading AI labs. That said the execution $NBIS demonstrated today was certainly impressive. Its a good company. https://twitter.com/i/web/status/2021970748777378134 https://twitter.com/i/web/status/2021970748777378134"  
[X Link](https://x.com/Gyujin_9701/status/2021970748777378134)  2026-02-12T15:32Z [----] followers, [---] engagements


"$NBIS x $MSFT    $NBIS $IREN $MSFT   1) $NBIS GPU   . [--] [--] [--] 2) $NBIS   total load IT load   $NBIS  AI    100%  $MSFT $META $NBIS   $IREN  $MSFT    $NBIS  $MSFT    ' ' $NBIS      Kubernetes native SUNK observability/monitoring   ( $CRWV  )           $IREN Kubernetes + Slurm + Observability    $IREN     .     ''             $IREN 🔥🔥 $NBIS  &     . [--] Q4 revenue 227.2M (YoY 547%)  $20M  Adjusted EBITDA 15.0M Net income -249.6M ( -122.9M) Adjusted net loss -173.0M ( -69.0M) Cost of revenue $NBIS  &     . [--] Q4 revenue 227.2M (YoY 547%)  $20M  Adjusted EBITDA 15.0M Net income -249.6M ("  
[X Link](https://x.com/Gyujin_9701/status/2022074406739349819)  2026-02-12T22:24Z [----] followers, [----] engagements


"$NBIS vs $IREN   $NBIS   $IREN interconnection   ' '  ' '   2GW  [--] 3GW   $IREN  ' '         $IREN $NBIS    $NBIS   sold out $IREN  Prince george ARR target $0.5B $0.4B  $NBIS     $NBIS      $IREN ' ' + 'retrofit DC'   $NBIS    1)  AI or AI    $NBIS  2)  Frontier AI lab    (  ) 3) Dan roberts      $NBIS $IREN   $NBIS   AI /  $NBIS      AI  $IREN  AI native        $IREN  $MSFT       $MSFT   $IREN       + IaaS                $NBIS $IREN            $NBIS   26-27  Frontier AI lab CapEx     $NBIS    $IREN   ( $NBIS     .) $NBIS x $MSFT    $NBIS $IREN $MSFT   1) $NBIS GPU   . [--] [--] [--] 2) $NBIS  "  
[X Link](https://x.com/Gyujin_9701/status/2022100615699353757)  2026-02-13T00:08Z [----] followers, [----] engagements


"@STwTCocy2EmCvE3   $NBIS     ramp up           😅"  
[X Link](https://x.com/Gyujin_9701/status/2022114067893354917)  2026-02-13T01:02Z [----] followers, [--] engagements


"GPU  GPU        👉    👉    Meta Platforms [---]  👉     👉 [--]     [--] Alphabet Amazon Meta Microsoft Oracle 👉 [--]  👉 [--]  CAPEX( )   ----- GPU   . [--]     GPU  GPU/hr  ( ) GPU   GPU    $IREN GPU  GPU   IRR  IaaS   ☺ The lengthening depreciation cycle and CAPEX HEAVY HYPERSCALER Balance sheet. Something most of us knew but had to defend. $META $GOOGL $IREN $NBIS $CRWV Compare that will railways $UNP which report depreciation as a stand-alone operating expense on the income statement From https://t.co/9j7yhekOrA The lengthening depreciation cycle and CAPEX HEAVY HYPERSCALER Balance sheet. Something"  
[X Link](https://x.com/Gyujin_9701/status/2022123798909329796)  2026-02-13T01:40Z [----] followers, [----] engagements


"$IREN Sweetwater [--] (600MW) : energization [----] [--] phase online [--]  [--] full online Oklahoma (1.6GW) : [--] energization [--]  online +         $IREN   online  ARR"  
[X Link](https://x.com/Gyujin_9701/status/2022128251880321433)  2026-02-13T01:58Z [----] followers, [----] engagements


"2627  [--] HBM HBM   HBM4 [--]  ramp up      40% HBM       HBM4   Rubin    [--]    [--]   CoWos CoWos    TSMC [--] - [--]  [--] ( / ) /    [--]     rubin       https://twitter.com/i/web/status/2022171027988717751 https://twitter.com/i/web/status/2022171027988717751"  
[X Link](https://x.com/Gyujin_9701/status/2022171027988717751)  2026-02-13T04:48Z [----] followers, [----] engagements


"Anthropic $30b     $IREN $NBIS $CRWV 🔥🔥 Weve raised $30B in funding at a $380B post-money valuation. This investment will help us deepen our research continue to innovate in products and ensure we have the resources to power our infrastructure expansion as we make Claude available everywhere our customers are. Weve raised $30B in funding at a $380B post-money valuation. This investment will help us deepen our research continue to innovate in products and ensure we have the resources to power our infrastructure expansion as we make Claude available everywhere our customers are"  
[X Link](https://x.com/Gyujin_9701/status/2022191251739771187)  2026-02-13T06:08Z [----] followers, [----] engagements


"$CRCL CFTC                    //   7-8  10-11  (//  ) +  +          CFTC     Clarity Act  vs          $CRCL  🔥🔥 Here is the full roster of the @CFTC Innovation Advisory Committee.👇 https://t.co/J8YwpXQ8I9 Here is the full roster of the @CFTC Innovation Advisory Committee.👇 https://t.co/J8YwpXQ8I9"  
[X Link](https://x.com/Gyujin_9701/status/2022223944078782634)  2026-02-13T08:18Z [----] followers, [----] engagements


"$BTC $ETH $BMNR $IREN $AMZN $MSFT            [--]    Clarity act     $ETH   .  $ETH  😊       ;;    .   [--] 😋😋 https://twitter.com/i/web/status/2022226799124496879 https://twitter.com/i/web/status/2022226799124496879"  
[X Link](https://x.com/Gyujin_9701/status/2022226799124496879)  2026-02-13T08:30Z [----] followers, [----] engagements


"$IREN ARR vs $NBIS ARR   $IREN ARR   $IREN ARR under contract = GPU x $/GPU/1 x 8760(1) + /   ARR under contract $2.3B GPU   GPU $MSFT $1.94B + Prince George $0.4B = $2.3B  ARR  GPU    ARR  GPU  [--]     $IREN [--]  $3.4B ARR  . footnote $3.4B ARR ARR under contract  'GPU   '  [--] $3.4B ARR 140K GPU   140K GPU  //     ----- $NBIS ARR $NBIS ARR = [--]  [--] -----  $NBIS   170MW ARR = $1.25B $IREN [--]  460MW ARR = $3.4B    $IREN   $1.25B / [---] = $7.35M $3.4B / [---] = $7.39M  $NBIS ARR    x12   ARR GPU utilization 100%   GPU commissioning   [--]     MW ARR GPU  ARR    $NBIS GPU      -----   $IREN  $NBIS   .   "  
[X Link](https://x.com/Gyujin_9701/status/2022303940080177384)  2026-02-13T13:36Z [----] followers, [----] engagements


"$crcl   [--]  😂"  
[X Link](https://x.com/Gyujin_9701/status/2022332417705668865)  2026-02-13T15:29Z [----] followers, [----] engagements


"🚨()  : Clarity Act   ' '   $ETH $BMNR $CRCL $BTC Trump White House says the Clarity Act will "unlock trillions" in Bitcoin and crypto purchases it's coming. https://t.co/XSEsl3gc6j Trump White House says the Clarity Act will "unlock trillions" in Bitcoin and crypto purchases it's coming. https://t.co/XSEsl3gc6j"  
[X Link](https://x.com/Gyujin_9701/status/2022462511908561137)  2026-02-14T00:06Z [----] followers, [----] engagements


"$CRCL JPMD     'JP    ' JP JPMD JPM      USD    /  /       L2   ' '   BNP Paribas    JPMD  /    .  cross-banck interoperability       $CRCL   🚨BREAKING: White House Crypto Adviser REVEALS JPMorgan Is Hiring Plenty of Digital Asset Positions Wall Street Going ALL-IN on Crypto 🤯🔥 During today's interview on @YahooFinance the White House crypto adviser @patrickjwitt was asked whether Jamie Dimon (CEO of https://t.co/dHcHwt3t3q 🚨BREAKING: White House Crypto Adviser REVEALS JPMorgan Is Hiring Plenty of Digital Asset Positions Wall Street Going ALL-IN on Crypto 🤯🔥 During today's interview on"  
[X Link](https://x.com/Gyujin_9701/status/2022470975263232140)  2026-02-14T00:40Z [----] followers, [----] engagements


"JPMD $CRCL  $CRCL Arc L1       USDC multi chain CCTP CPN    JPMD           $CRCL   ---- JPMD Permissioned  /DeFi          JPMD   Canton   '  ' JPMD    JPMD  ' '  ---- $CRCL   ' '      inflow   USDC  +        $CRCL         JPMD      $CRCL      https://twitter.com/i/web/status/2022470977473646723 https://twitter.com/i/web/status/2022470977473646723"  
[X Link](https://x.com/Gyujin_9701/status/2022470977473646723)  2026-02-14T00:40Z [----] followers, [---] engagements


"👀   Clarity Act    Clarity Act    CLARITY Act               😄 🚨BREAKING: White House to Host ANOTHER Crypto Meeting Next Week House PASSED Its Version of the CLARITY Act 🔥 In a new Yahoo Finance interview White House Crypto Adviser @patrickjwitt talked about the progress on CLARITY Act. 👀 The House passed the Clarity Act their https://t.co/3SEYhI7fNi 🚨BREAKING: White House to Host ANOTHER Crypto Meeting Next Week House PASSED Its Version of the CLARITY Act 🔥 In a new Yahoo Finance interview White House Crypto Adviser @patrickjwitt talked about the progress on CLARITY Act. 👀 The House"  
[X Link](https://x.com/Gyujin_9701/status/2022474970992087291)  2026-02-14T00:56Z [----] followers, [---] engagements


"$COIN CEO Brian Armstrong "      .  USDC    " "    ().         "        [--] Coinbase   $1.35B    43%  $CRCL     CLARITY Act $CRCL    CLARITY Act    / USDC    Coinbase     USDC   . Ironically if a crypto rewards ban went into law it would make us more profitable since we payout large amounts in rewards to our customers holding USDC. But we dont want this to happen its better for customers to get rewards and its better for the US to keep regulated Ironically if a crypto rewards ban went into law it would make us more profitable since we payout large amounts in rewards to our customers holding"  
[X Link](https://x.com/Gyujin_9701/status/2022477802747179334)  2026-02-14T01:07Z [----] followers, [----] engagements


"X         %                 '  '"  
[X Link](https://x.com/Gyujin_9701/status/2022482593468522869)  2026-02-14T01:26Z [----] followers, [----] engagements


"$IREN $NBIS $CRWV GPU   ARR   $NBIS $/GPU/hr  H100    reserved $2.00 H200 $2.30  on demand    H100 $2.95 H200 $3.50 B200  $5.50 on demand reserve 30%   $CRWV  on demand  [--] H100 $49.24 [--] H200 $50.44 [--] B200 $68.80 [--] H100 $6.155 [--] H200 $6.305 [--] B200 $8.6  8x GPU       [--] .   Lamda H100 $3.29 B200 $5.29 Together AI H100 $3.36 H200 $4.99       GPU/hr    ---- $IREN  GPU/hr  $IREN  GPU  ARR  $IREN  GPU/hr   [----] Hopper $30.6M ARR  $IREN  ARR   Hopper $1.8-2.2/hr  [----] GPU $195.6M ARR   $2.32.7/hr  [-----] /AMD $275M ARR   $2.42.8/hr  $IREN on demand       $NBIS B200 on demand    $5.3 30%  $3.7/GPU/hr  "  
[X Link](https://x.com/anyuser/status/2022494216551870621)  2026-02-14T02:12Z [----] followers, 24.2K engagements


"* $IREN  $3.7/GPU/hr      $IREN  ARR"  
[X Link](https://x.com/Gyujin_9701/status/2022495297390415912)  2026-02-14T02:17Z [----] followers, [----] engagements


"@AI_EnergyHub ARR     /AI native  "  
[X Link](https://x.com/Gyujin_9701/status/2022495667223216423)  2026-02-14T02:18Z [----] followers, [---] engagements


"CLARITY Act /  $COIN                       $COIN      [--] clarity act    👀 SEC ' 10' ' 1' .   ' ' . ( )     . [--]. [--]  "  https://t.co/1OsaGuUKSR SEC ' 10' ' 1' .   ' ' . ( )     . [--]. [--]  "  https://t.co/1OsaGuUKSR"  
[X Link](https://x.com/anyuser/status/2022499732216836343)  2026-02-14T02:34Z [----] followers, [----] engagements


"@0xAthena_Z Clarity act will save Circle🔥"  
[X Link](https://x.com/Gyujin_9701/status/2022507716040908915)  2026-02-14T03:06Z [----] followers, [--] engagements


"$IREN      $IREN  ARR     ARR   $IREN $NBIS $CRWV GPU   ARR   $NBIS $/GPU/hr  H100    reserved $2.00 H200 $2.30  on demand    https://t.co/Fg85ZnvHrn $IREN $NBIS $CRWV GPU   ARR   $NBIS $/GPU/hr  H100    reserved $2.00 H200 $2.30  on demand    https://t.co/Fg85ZnvHrn"  
[X Link](https://x.com/Gyujin_9701/status/2022600185604616409)  2026-02-14T09:13Z [----] followers, [----] engagements


"26 [--]  97.28%  71%      ;;"  
[X Link](https://x.com/Gyujin_9701/status/2022655143590953360)  2026-02-14T12:52Z [----] followers, [----] engagements


"$IREN $NBIS $CIFR $APLD $WULF Hbm          Ai     Ai      (Jevons paradox)  [----]  smr     ai dc    $IREN      $IREN  😎 https://twitter.com/i/web/status/2022662426257453447 https://twitter.com/i/web/status/2022662426257453447"  
[X Link](https://x.com/anyuser/status/2022662426257453447)  2026-02-14T13:21Z [----] followers, [----] engagements


"$TMDX   /  dso [--] $PLTR dso [--]     $PLTR          dso     Palantir [------] [--].   Palantir (  )   [--]  [--] DSO(  ) [----] [--] [----] [--] [--]  [--]. https://t.co/vB6simfAqE  Palantir [------] [--].   Palantir (  )   [--]  [--] DSO(  ) [----] [--] [----] [--] [--]  [--]. https://t.co/vB6simfAqE"  
[X Link](https://x.com/Gyujin_9701/status/2022839448774611161)  2026-02-15T01:04Z [----] followers, [----] engagements


"Q :  [--]    [---]    🔥🔥    [--]    BTC. https://t.co/P5v2PPZHWF    [--]    BTC. https://t.co/P5v2PPZHWF"  
[X Link](https://x.com/Gyujin_9701/status/2022843690818130171)  2026-02-15T01:21Z [----] followers, [----] engagements


"$ADBE  $264 AI  valuation         Adobe     (  ) Firefly AI     +  Adobe   AI   1520%  910% AI   Midjourney Sora Anthropic   Adobe narrative   PER 3050x  forward PER 1112x ( )   1825x     2030%    fundamentals  FCF yield 9% (cash cow ) AI upsellretention ARR 10%  DCF  $400$500 ( 50%+ upside) optimistic $700      [--]  : AI moat   Adobe AI   AI     ;            (     )      Nfa https://twitter.com/i/web/status/2022902882744565996 https://twitter.com/i/web/status/2022902882744565996"  
[X Link](https://x.com/anyuser/status/2022902882744565996)  2026-02-15T05:16Z [----] followers, [----] engagements


"$ADBE                    ai [--] [--]    ;;         $ADBE  $264 AI  valuation         Adobe     (   $ADBE  $264 AI  valuation         Adobe     ("  
[X Link](https://x.com/anyuser/status/2022904501238181969)  2026-02-15T05:23Z [----] followers, [----] engagements


"psd    .    saas      saas ai            ai     ai "  
[X Link](https://x.com/Gyujin_9701/status/2022906878356074903)  2026-02-15T05:32Z [----] followers, [---] engagements


"@OInvests     ☺"  
[X Link](https://x.com/Gyujin_9701/status/2022985353846788604)  2026-02-15T10:44Z [----] followers, [---] engagements


"@Bitcoin_1ea DCA"  
[X Link](https://x.com/Gyujin_9701/status/2023002656047038934)  2026-02-15T11:53Z [----] followers, [--] engagements


"Nebius AI   GPU  . (AWS Azure GCP)    GPU   Nebius http://x.com/i/article/2023026318619877376 http://x.com/i/article/2023026318619877376"  
[X Link](https://x.com/Gyujin_9701/status/2023031363541299312)  2026-02-15T13:47Z [----] followers, [----] engagements


"$IREN bull  $NBIS              $IREN $NBIS $CRWV  IaaS   https://t.co/yDNq5Ph1vi https://t.co/yDNq5Ph1vi"  
[X Link](https://x.com/Gyujin_9701/status/2023031749048230020)  2026-02-15T13:48Z [----] followers, [----] engagements


"@theodore_invest ☺☺"  
[X Link](https://x.com/Gyujin_9701/status/2023051785703944585)  2026-02-15T15:08Z [----] followers, [---] engagements


"Nebius emerged positioning itself as a bare-metal-level GPU cloud specialized for AI workloads. While hyperscalers (AWS Azure GCP) experience GPU performance losses due to the heavy virtualization http://x.com/i/article/2023195564888977408 http://x.com/i/article/2023195564888977408"  
[X Link](https://x.com/Gyujin_9701/status/2023197293248409880)  2026-02-16T00:46Z [----] followers, [---] engagements


"$cifr    fluidstack Aws   .   IaaS  $CIFR    ☺ https://t.co/7aH2KgwizR https://t.co/7aH2KgwizR"  
[X Link](https://x.com/anyuser/status/2023229310019211493)  2026-02-16T02:53Z [----] followers, [----] engagements


"@ilzmcfly $iren   $iren   . Sweetwater1 horizon 5-10     "  
[X Link](https://x.com/Gyujin_9701/status/2023233635894321560)  2026-02-16T03:11Z [----] followers, [----] engagements


"$IREN : AI  ' '   NAND HBM  ATH  AI   [--] [---] ATH   [--]     $ORCL     SVB   Heavy CapEx  IRR SaaS  .      NAND HBM AI           ' '    1) [--]    [--]   [--]   [--]  / /       29-30    2) $/GPU/hr  GPU         [--]  H100 GPU   $2.3-2.4    GPU    GPU  GPU   3)   Take or Pay  $CIFR $IREN     on demand         10-15                    ' '    ' '   $IREN  [--]   $IREN 🔥 https://twitter.com/i/web/status/2023273327440318789 https://twitter.com/i/web/status/2023273327440318789"  
[X Link](https://x.com/Gyujin_9701/status/2023273327440318789)  2026-02-16T05:48Z [----] followers, [----] engagements


"$IREN $CIFR   $CIFR  : 477MW energization  : 533MW 26-27 energization  : 150MW(Black pearl phase 2) + 244MW(Barber Lake [--] [--] ) + 370MW(26-27) = 764MW (28 energization  1GW Colchis site )  477MW  - HPC : 150MW(black pearl phase1   +  ) 0MW $IREN  : 810MW energization  : 910MW energization  : 1.4GW(26 4) + 0.6GW(27) = 2.0GW(28 energization  1.6GW )  810MW  - HPC : 810MW ( Prince george 50MW + Horzion 1-4 300MW HPC    460MW( 560MW) ) ----- $CIFR 300MW AWS '15' $5.5B DC CapEx $10M/MW CapEx $2B-$2.5B NOI 85-90% IRR 15-20%  [--]    $IREN 300MW $MSFT '5' $9.7B DC CapEx $3B + GPU CapEx $5.8B Project"  
[X Link](https://x.com/Gyujin_9701/status/2023369187171991867)  2026-02-16T12:09Z [----] followers, [----] engagements


"ai  +  AI        Qwen [---] DeepSeek Claude      [----]    MoE    mHC              .        .               .       .    .      .  [--]  [-------]       .   .   [--] [--]      .   . [----]        .    . [--] H100 H200    Meta Microsoft       . Gpu           .         .     . Claude Sonnet GPT-4o mini Qwen Gemini Flash Llama     .   . AI 1030%  GDP   .  AI     OpenAI Anthropic xAI    .         .  AI    Ai        $IREN   ☺ https://twitter.com/i/web/status/2023614059753717920 https://twitter.com/i/web/status/2023614059753717920"  
[X Link](https://x.com/Gyujin_9701/status/2023614059753717920)  2026-02-17T04:22Z [----] followers, [----] engagements


"@jiahanjimliu         $EQIX $IREN      $EQIX $IREN        moat   Equinix vendor-neutral interconnection hub metro edge AI    /    . vendor neutral     .  70+ metros IBX xScale   AWS Azure Google Cloud      AI ms   AI           moat recurring revenue( 70% + interconnection 1819%)   AFFO REIT-like valuation   IREN power-rich rural  GPU  hyperscaler AI  /  compute supplier $MSFT    revenue  GPU GPU cycle(5-7  )  recurring CapEx  AFFO EQIX 80%   . $MSFT  [--]    AFFO     [----] SMR/    inference  AI compute  rural  interconnection ecosystem     EQIX AI /.     IREN   AI      inference shift   moat     "  
[X Link](https://x.com/anyuser/status/2021829784834318389)  2026-02-12T06:12Z [----] followers, [----] engagements


"1)    2)        3)         s&p [---]  [--]   [--]   😭 If you invested $10000 in PayPal $PYPL exactly [--] years ago you'd have $1685 today 🚨 Not too bad 🫡 https://t.co/h1i1uFAVDa If you invested $10000 in PayPal $PYPL exactly [--] years ago you'd have $1685 today 🚨 Not too bad 🫡 https://t.co/h1i1uFAVDa"  
[X Link](https://x.com/Gyujin_9701/status/2023527327842639974)  2026-02-16T22:38Z [----] followers, [----] engagements


"h1-4   h12 dc hall   H34    horizon Utility substation primary substation dc hall      . "  
[X Link](https://x.com/anyuser/status/2023943563525189640)  2026-02-18T02:12Z [----] followers, [----] engagements


"1.   [--] primary substation Total load 750mw  500mw   [--].   utility substation   (1.5gw  ) [--]. Abilene    sweetwater1   🔥🔥 $IREN Sweetwater [--] HD 2/15/2026 Made possibly by OnlyFrans [--]. A grand total of [--] primary substations are identified with an expected 750MW of gross and 450MW of IT load to be available at 36.5kV. [--]. Two of these have transformers available in Texas but currently not visible https://t.co/bZkLNNkFOv $IREN Sweetwater [--] HD 2/15/2026 Made possibly by OnlyFrans [--]. A grand total of [--] primary substations are identified with an expected 750MW of gross and 450MW of IT load to be"  
[X Link](https://x.com/anyuser/status/2023946337633660973)  2026-02-18T02:23Z [----] followers, [----] engagements


"fomo      $IREN   $IREN        $IREN         $IREN     CapEx         💪 https://twitter.com/i/web/status/2023956064849518812 https://twitter.com/i/web/status/2023956064849518812"  
[X Link](https://x.com/anyuser/status/2023956064849518812)  2026-02-18T03:01Z [----] followers, [----] engagements


"$IREN : GPU  GPU   $IREN   [--] [--]    [--] GPU    HBM4   SK  HBM4   GPU    GPU    [--]           . HBM3E      .     IaaS GPU     .   CapEx +   .   HBM4 20% More Expensive Than Its Predecessor Samsung the 'Super Supplier' Devises Maximum Profitability Strategy Samsung Electronics which became the first in the world to begin mass production shipments of HBM4 is crunching the numbers to maximize profits. Samsung is https://t.co/lhowkIveYh HBM4 20% More Expensive Than Its Predecessor Samsung the 'Super Supplier' Devises Maximum Profitability Strategy Samsung Electronics which became the first in the"  
[X Link](https://x.com/anyuser/status/2023978559417806979)  2026-02-18T04:31Z [----] followers, [----] engagements


"1)    [--] '2 GPU  '     .   $MSFT horizon 1-4   2) AI lab               [--] ' '  .   AI lab $IREN  IaaS   . 3) Inference            .        . 4)  $IREN   $IREN      ' '  .  [--]         GPU   .  AI  IREN  GPU     5)      GPU      . AI      '  ' 'GPU  ' .      IREN  .     '  ' IREN     . IaaS   + IaaS   )   GPU   $IREN  26-27 $IREN / AI lab      ' GPU   '    GPU        GPU .   frontier AI lab . $IREN          full IaaS  colocation   . $IREN"  
[X Link](https://x.com/anyuser/status/2023978568343294160)  2026-02-18T04:31Z [----] followers, [---] engagements


"GPU   -  .( [--] )"  
[X Link](https://x.com/anyuser/status/2023979331895099672)  2026-02-18T04:34Z [----] followers, [---] engagements


"$nuai  Tcdc 250mw it load $20 upside    (      $20 )  TCDC 200mw online [--] $15       thesis         ;       (        )        Sharon ai        pdi      .     . btm    colocation     (tcdc 200mw online 3-4   800mw    ) [--]        [--]       upside [--]  $iren     Nfa $NUAI   ver [---] TCDC 250MW IT load 1) +  AI  $15M/MW 2)   $3M/MW . TCDC  Thunderhead energy solution capex   3) NOI 85% $NUAI   ver [---] TCDC 250MW IT load 1) +  AI  $15M/MW 2)   $3M/MW . TCDC  Thunderhead energy solution capex   3) NOI 85%"  
[X Link](https://x.com/Gyujin_9701/status/2024122765671039192)  2026-02-18T14:04Z [----] followers, [----] engagements


":       $20"  
[X Link](https://x.com/Gyujin_9701/status/2024122886882316621)  2026-02-18T14:04Z [----] followers, [---] engagements


"$IREN  $80  $NUAI   [--]  😅 $nuai  Tcdc 250mw it load $20 upside    (      $20 )  TCDC 200mw online [--] $15 $nuai  Tcdc 250mw it load $20 upside    (      $20 )  TCDC 200mw online [--] $15"  
[X Link](https://x.com/Gyujin_9701/status/2024123863966093357)  2026-02-18T14:08Z [----] followers, [----] engagements


"$BMNR 13F           (  )       💪 $BMNR 13F . .  -50%. . . https://t.co/B8oe8mVUP8 $BMNR 13F . .  -50%. . . https://t.co/B8oe8mVUP8"  
[X Link](https://x.com/Gyujin_9701/status/2024126149039956084)  2026-02-18T14:17Z [----] followers, [----] engagements


"3  $iren :  gpu     $nbis : ai      $crwv :  😋"  
[X Link](https://x.com/anyuser/status/2024155399038115941)  2026-02-18T16:13Z [----] followers, [----] engagements


"$IBRX  EU ANKTIVA + BCG BCG  + CIS    ANKTIVA    .       +41%  $IBRX $ABVX $IBRX     😊"  
[X Link](https://x.com/Gyujin_9701/status/2024248870822432797)  2026-02-18T22:25Z [----] followers, [---] engagements


"Cantor Fitzgerald $IREN 3.33M   🔥  +7%  FOMC   +2.7% ---- FOMC          ;;  🚨Cantor Fitzgerald Loads Up [----] Million $IREN Shares +2442% change $IREN now represents 1.99% of Cantor Fitzgeralds 13F AUM. Places it in the Top [--] Holdings of the fund Previous (Q3 2025) Shares Count [------] shares Current (Q4 2025) Share Count [-------] shares https://t.co/iKOry6jtS1 🚨Cantor Fitzgerald Loads Up [----] Million $IREN Shares +2442% change $IREN now represents 1.99% of Cantor Fitzgeralds 13F AUM. Places it in the Top [--] Holdings of the fund Previous (Q3 2025) Shares Count [------] shares Current (Q4 2025)"  
[X Link](https://x.com/Gyujin_9701/status/2024250262576386530)  2026-02-18T22:30Z [----] followers, [----] engagements


"$CRCL $COIN $ETH  CLARITY ACT    CEO          👀 🚨REMINDER: White House Crypto Summit on CLARITY Act Is TOMORROW Deal Almost Ready 🔥 Both the @Coinbase CEO and senior regulators like @CFTC Chair @MichaelSelig have recently signaled they're down to a small list of remaining issues on CLARITY Act. 👀 If compromise is https://t.co/fCR7WKRVcW 🚨REMINDER: White House Crypto Summit on CLARITY Act Is TOMORROW Deal Almost Ready 🔥 Both the @Coinbase CEO and senior regulators like @CFTC Chair @MichaelSelig have recently signaled they're down to a small list of remaining issues on CLARITY Act. 👀 If"  
[X Link](https://x.com/anyuser/status/2024269705889141124)  2026-02-18T23:48Z [----] followers, [---] engagements


"$COIN $CRCL CEO  crypto      $ETH    💥BREAKING: Coinbase CEO and a U.S. senator say a major crypto bill could be signed within weeks. Very bullish catalyst for RWA & Crypto. https://t.co/x5isZTeX96 💥BREAKING: Coinbase CEO and a U.S. senator say a major crypto bill could be signed within weeks. Very bullish catalyst for RWA & Crypto. https://t.co/x5isZTeX96"  
[X Link](https://x.com/anyuser/status/2024270706687824310)  2026-02-18T23:52Z [----] followers, [---] engagements


"$IREN     . $NBIS $CIFR  $IREN"  
[X Link](https://x.com/anyuser/status/2024279565770850715)  2026-02-19T00:27Z [----] followers, [---] engagements


"I.    AI      . CoWoS  HBM  GPU   http://x.com/i/article/2024283612280188929 http://x.com/i/article/2024283612280188929"  
[X Link](https://x.com/Gyujin_9701/status/2024286654778003860)  2026-02-19T00:55Z [----] followers, [---] engagements

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