# ![@toothunior Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1620236643964706816.png) @toothunior Toothunior

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

### Engagements: [---] [#](/creator/twitter::1620236643964706816/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1620236643964706816/c:line/m:interactions.svg)

- [--] Week [-----] -19%
- [--] Month [------] +49%
- [--] Months [------] +2,489%
- [--] Year [------] +1,486%

### Mentions: [--] [#](/creator/twitter::1620236643964706816/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1620236643964706816/c:line/m:posts_active.svg)

- [--] Months [---] +4,950%
- [--] Year [---] +1,371%

### Followers: [---] [#](/creator/twitter::1620236643964706816/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1620236643964706816/c:line/m:followers.svg)

- [--] Week [---] +7.10%
- [--] Month [---] +39%
- [--] Months [---] +805%
- [--] Year [---] +2,486%

### CreatorRank: [---------] [#](/creator/twitter::1620236643964706816/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1620236643964706816/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  [stocks](/list/stocks)  [technology brands](/list/technology-brands)  [countries](/list/countries)  [cryptocurrencies](/list/cryptocurrencies)  [currencies](/list/currencies)  [social networks](/list/social-networks)  [celebrities](/list/celebrities)  [automotive brands](/list/automotive-brands)  [musicians](/list/musicians) 

**Social topic influence**
[ai](/topic/ai), [$iren](/topic/$iren), [meta](/topic/meta), [debt](/topic/debt), [money](/topic/money), [if you](/topic/if-you), [bullish](/topic/bullish) #2529, [in the](/topic/in-the), [bitcoin](/topic/bitcoin), [$dbrg](/topic/$dbrg)

**Top accounts mentioned or mentioned by**
[@jiahanjimliu](/creator/undefined) [@zephyrz9](/creator/undefined) [@m3melody](/creator/undefined) [@loganmohtashami](/creator/undefined) [@babyfolio](/creator/undefined) [@fransbakker9812](/creator/undefined) [@disruptorinvest](/creator/undefined) [@goooonnney](/creator/undefined) [@aleabitoreddit](/creator/undefined) [@singularityres](/creator/undefined) [@grok](/creator/undefined) [@kobeissiletter](/creator/undefined) [@cryptonmore](/creator/undefined) [@justindross](/creator/undefined) [@morganb](/creator/undefined) [@newslambert](/creator/undefined) [@jbelizaireceo](/creator/undefined) [@powerminingbtc](/creator/undefined) [@maxfishercre](/creator/undefined) [@georgejcip](/creator/undefined)

**Top assets mentioned**
[Iris Energy Limited (IREN)](/topic/$iren) [Bitcoin (BTC)](/topic/bitcoin) [DigitalBridge Group, Inc. (DBRG)](/topic/$dbrg) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Metadium (META)](/topic/$meta) [Legence Corp (LGN)](/topic/$lgn) [Sandisk Corporation (SNDK)](/topic/$sndk) [Microsoft Corp. (MSFT)](/topic/microsoft) [Tesla, Inc. (TSLA)](/topic/tesla) [Core Scientific, Inc. Common Stock (CORZ)](/topic/$corz) [CoreWeave, Inc (CRWV)](/topic/$crwv) [Opendoor Technologies Inc Common Stock (OPEN)](/topic/$open) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Mastercard, Inc. (MA)](/topic/$ma) [Freeport-McMoRan Inc (FCX)](/topic/$fcx) [Micron Technology, Inc. (MU)](/topic/$mu) [CatCoin (CAT)](/topic/$cat) [Halliburton Company (HAL)](/topic/$hal) [Comfort Systems USA, Inc. (FIX)](/topic/$fix) [Cipher Mining Inc. Common Stock (CIFR)](/topic/$cifr) [Duolingo, Inc.  (DUOL)](/topic/$duol)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@1223MCMXC @AP @seungminkim Better than selling guns and bombs to foreign countries"  
[X Link](https://x.com/toothunior/status/1772769452150407227)  2024-03-26T23:35Z [--] followers, [---] engagements


"@phlndrws @paulserra @girdley Sadly this is the case now. Chipotle is extremely hit or miss depending on location or even staff. Just not worth taking that coin flip when their price is higher than ever before"  
[X Link](https://x.com/mellowskijames/status/1774508959128268968)  2024-03-31T18:47Z [--] followers, [---] engagements


"@markjohnsaylor @9mm_smg This is a good one also As the tables below shows projected figures for St. George would create a town with an average income $30000 higher than present day Baton Rouge while the unemployment rate would be halved"  
[X Link](https://x.com/toothunior/status/1785052544055513201)  2024-04-29T21:04Z [--] followers, [----] engagements


"@JagexJerv The legs are kind of weird if its a serpent. What about a model similar to the Pokmon rayquasa where its more serpent like and wrapped around a mountain"  
[X Link](https://x.com/toothunior/status/1787897277048033473)  2024-05-07T17:28Z [--] followers, [---] engagements


"@gunnafandom @CrAstro2 You ever heard the leak ocean blue. I heard it on SoundCloud like 5-6 years ago and never again. Used to be my favorite gunna song"  
[X Link](https://x.com/toothunior/status/1798059656704844152)  2024-06-04T18:30Z [--] followers, [---] engagements


"@stuu1jz @Gunnnaupdates @1GunnaGunna @YslDuke lil keed - anybody ft gunna and Duke"  
[X Link](https://x.com/toothunior/status/1820322598498058639)  2024-08-05T04:55Z [--] followers, [--] engagements


"@DallasAptGP @GaryG39736923 I find the easiest way is to pick up the phone and call the employer. Very easy task to assign to leasing agents"  
[X Link](https://x.com/toothunior/status/1820922781581643945)  2024-08-06T20:39Z [--] followers, [----] engagements


"@RaelRutherford @StealthQE4 You cant just take out a 100k mortgage if your property doesnt have 100k in equity. The problem here is the equity is being erased now that they are facing huge bills. A lot of retirees and fixed incomes in Florida condos"  
[X Link](https://x.com/toothunior/status/1833281800736559390)  2024-09-09T23:10Z [---] followers, [--] engagements


"@moseskagan @bobbyfijan Unfortunately many in the inner city especially poorer neighborhoods impacted by this crime do not have the financial means to up and leave"  
[X Link](https://x.com/toothunior/status/1838348058100158968)  2024-09-23T22:41Z [---] followers, [---] engagements


"@Thedonofstocks Grew up with the Arrigo familys son in high school. They had a baller place and were loaded"  
[X Link](https://x.com/toothunior/status/1839411456413982878)  2024-09-26T21:07Z [---] followers, [---] engagements


"@JCacciapaglia @TheDrugMoney I mean a [--] flood cut in SWFL is like 35-40k for a [----] sq foot. Ask me how I know. Insurance means waiting for delays while insurance approves the works meanwhile mold starts to build up from damp drywalls causing more damage. Sometimes it is better to self insure if possible"  
[X Link](https://x.com/toothunior/status/1843619731531554967)  2024-10-08T11:49Z [---] followers, [--] engagements


"@jason_koltun @EricBurrisWESH Yeah just fuck fort Myers and Naples"  
[X Link](https://x.com/toothunior/status/1843629247249953178)  2024-10-08T12:27Z [---] followers, [---] engagements


"@Factsdefender Its dark in fort Myers here for the last [--] hours.this is not right now"  
[X Link](https://x.com/toothunior/status/1844194321328898374)  2024-10-10T01:52Z [---] followers, [---] engagements


"@teasingearth @Treyarch 🤣🤣 at this point he may have to. Hes been shadowed for [--] days while playing only on ps5"  
[X Link](https://x.com/toothunior/status/1874966838515540326)  2025-01-02T23:51Z [--] followers, [--] engagements


"@im_roy_lee @ProjectRevGame Meta ray bans do your best to cover the light"  
[X Link](https://x.com/mellowskijames/status/1897807111515427298)  2025-03-07T00:30Z [--] followers, [---] engagements


"@_FlipMan Sports contracts have gotten insane recently Biggest nba contract was just signed for an average of $70 mill a year. Definitely put your kids into basketball or baseball 🤣"  
[X Link](https://x.com/mellowskijames/status/1942565713396334960)  2025-07-08T12:45Z [--] followers, [---] engagements


"@CXCarroll @DallasAptGP @atxguy1839 Except its owned by google and will be used to maximize profits until their investment is recouped or on track to be recouped. Uber and Lyft pricing has only inflated so will this"  
[X Link](https://x.com/gunnaosrs/status/1950523460507017295)  2025-07-30T11:46Z [--] followers, [--] engagements


"@Jason______A @Uber @Chase Try to reset the account using card details. Look at recent orders"  
[X Link](https://x.com/gunnaosrs/status/1950731364006818297)  2025-07-31T01:32Z [--] followers, [----] engagements


"@DividendDude_X Whats taco mean Sorry"  
[X Link](https://x.com/gunnaosrs/status/1976776485785788436)  2025-10-10T22:26Z [--] followers, [----] engagements


"@WheelieInvestor $DBRG"  
[X Link](https://x.com/gunnaosrs/status/1980758582682358083)  2025-10-21T22:10Z [--] followers, [---] engagements


"@amitisinvesting Just wanna say that $DBGR has exposure to vantage data centers and many many more digital infrastructure companies"  
[X Link](https://x.com/gunnaosrs/status/1981495523308605621)  2025-10-23T22:58Z [--] followers, [---] engagements


"@amitisinvesting Sorry $DBRG"  
[X Link](https://x.com/gunnaosrs/status/1981495600945209576)  2025-10-23T22:59Z [--] followers, [---] engagements


"@RJCcapital @amitisinvesting $DBRG has direct exposure to vantage data center through investments and isnt tagged. 🫩"  
[X Link](https://x.com/gunnaosrs/status/1981503449570439210)  2025-10-23T23:30Z [--] followers, [---] engagements


"@KakashiCapital_ Yes I personally think the stock is mispriced and misunderstood. Them shedding the REIT status in the last [--] years has caused confusion But watching interviews from Marc the ceo. You can tell hes very knowledgeable in the industry with [--] years in digital infrastructure"  
[X Link](https://x.com/gunnaosrs/status/1981523844033556572)  2025-10-24T00:51Z [--] followers, [--] engagements


"$DGXX $DBRG. ITS TIME"  
[X Link](https://x.com/gunnaosrs/status/1982804645014602176)  2025-10-27T13:40Z [--] followers, [---] engagements


"@KakashiCapital_ Marc Ganzi better start pumping the fuck out of their available tier [--] HPC GW footprint on earnings call. I will say the vantage and oracle deal last week. The stock popped 10% after hours and sold off. They have a big stake in vantage data centers"  
[X Link](https://x.com/gunnaosrs/status/1983545176829440024)  2025-10-29T14:43Z [--] followers, [--] engagements


"@aherrerag23 @KobeissiLetter @grok Uncle Sam"  
[X Link](https://x.com/gunnaosrs/status/1983631267511070833)  2025-10-29T20:25Z [--] followers, [----] engagements


"@STLChrisH @TomMarren4 Blackstone = PE active buyer and manager Blackrock = Wall Street asset manager"  
[X Link](https://x.com/gunnaosrs/status/1983720137510510775)  2025-10-30T02:18Z [--] followers, [--] engagements


"@mattscottcap @GlenRubin If you wanna short housing market. Short invitation homes or any single family rental company that over bought in 2022-2023 in the sunbelt"  
[X Link](https://x.com/gunnaosrs/status/1983769705686167883)  2025-10-30T05:35Z [--] followers, [--] engagements


"@aleabitoreddit Bullish on $LGN - reported 2.9b of backlog work in June [----] with 35% of that being data center You want an indication of how peers performed recently look at $FIX who grew their backlog by 50% this year"  
[X Link](https://x.com/gunnaosrs/status/1983833273404158160)  2025-10-30T09:48Z [--] followers, [----] engagements


"$DBRG captured 1/3 of all hyper scaler leases this last quarter. Wow"  
[X Link](https://x.com/gunnaosrs/status/1983870306755473714)  2025-10-30T12:15Z [--] followers, [---] engagements


"@aleabitoreddit Its partially owned by blackstone. They did have around a billion in debt I believe but they used a lot of the IPO offering to pay it down"  
[X Link](https://x.com/gunnaosrs/status/1983870465857781768)  2025-10-30T12:15Z [--] followers, [---] engagements


"$DBRG leases [---] GW out of an available 22GW in this quarter. 10% of total capacity leased"  
[X Link](https://x.com/gunnaosrs/status/1983871791883014589)  2025-10-30T12:21Z [--] followers, [---] engagements


"@aleabitoreddit I had to do lots of digging on articles. Let me see if I can find the one yesterday that mentioned they paid down their debts"  
[X Link](https://x.com/gunnaosrs/status/1983872879130243396)  2025-10-30T12:25Z [--] followers, [---] engagements


"@aleabitoreddit Im listening to $DBRG earnings so give me like half an hour. Also hella bullish on $DBRG they just captured 1/3 of all hyper scaler leases this quarter"  
[X Link](https://x.com/gunnaosrs/status/1983873028430692362)  2025-10-30T12:26Z [--] followers, [---] engagements


"@aleabitoreddit Here is the links directly from Legence stating all IPO proceeds will pay down debt. https://www.wearelegence.com/media/legence-announces-closing-of-initial-public-offering-and-partial-exercise-of-overallotment-option https://www.wearelegence.com/media/legence-announces-closing-of-initial-public-offering-and-partial-exercise-of-overallotment-option"  
[X Link](https://x.com/gunnaosrs/status/1983873659195494661)  2025-10-30T12:28Z [--] followers, [--] engagements


"@aleabitoreddit $DBRG is a confusing company but they own 22GW of available tappable power With 5GW developing. Captured 1/3 of all hyper scaler leases this quarter and CEO just mentioned they have [--] GW in the sales pipeline. Very bullish"  
[X Link](https://x.com/gunnaosrs/status/1983876046102696112)  2025-10-30T12:38Z [--] followers, [---] engagements


"@USCorpFilings @aleabitoreddit sorry for the ping but heres some $LGN debt updates"  
[X Link](https://x.com/gunnaosrs/status/1983996854632378655)  2025-10-30T20:38Z [--] followers, [--] engagements


"@TD_btc24 @jiahanjimliu They own the physical location and real estate. They control the margins. These big tech companies will invest heavily into GPUs and proprietary cloud infrastructure. What they likely wont do is take on tons of debt to build out real estate that takes 3-5 years to develop"  
[X Link](https://x.com/gunnaosrs/status/1984273649390792781)  2025-10-31T14:57Z [--] followers, [---] engagements


"@brett_hart1551 @epictrades1 Yeah sell it all. Instagram Facebook and their 40% margins all gone overnight. Its the end"  
[X Link](https://x.com/gunnaosrs/status/1984471638671348204)  2025-11-01T04:04Z [--] followers, [--] engagements


"@cantonmeow Hello sir this is a relatively new IPO but its data center related. I dont think itll have much to chart unfortunately $LGN"  
[X Link](https://x.com/gunnaosrs/status/1984800323987227060)  2025-11-02T01:50Z [---] followers, [--] engagements


"@FIREDUpWealth $IREN and $LGN"  
[X Link](https://x.com/gunnaosrs/status/1985173627642269869)  2025-11-03T02:34Z [---] followers, [---] engagements


"@RJCcapital Do you think $LGN has $FIX potential its very undervalued imo"  
[X Link](https://x.com/gunnaosrs/status/1985229809455079647)  2025-11-03T06:17Z [---] followers, [---] engagements


"@moseskagan @John_Bailey @tylercowen For the first time in humanity the biggest companies in the world and the [--] biggest economies believe they can turn energy into computing power and that power can be turned into intelligence. The only limitation to this intelligence currently is our power grid"  
[X Link](https://x.com/gunnaosrs/status/1985561515785699472)  2025-11-04T04:15Z [--] followers, [---] engagements


"@moseskagan @John_Bailey @tylercowen This is one of the most clear real estate alpha plays in our lifetime. They need power that power is limited to land connected to the grid or other renewable sources. The ones who positioned themselves in 2021-2023 are reaping it"  
[X Link](https://x.com/gunnaosrs/status/1985562043475177883)  2025-11-04T04:17Z [--] followers, [--] engagements


"@mikealfred AI will speed up drug research. Long $CRSP"  
[X Link](https://x.com/gunnaosrs/status/1985739183437332983)  2025-11-04T16:01Z [--] followers, [---] engagements


"@grok @vasalex93 @neogoose_btw @neogoose_btw youre very dense"  
[X Link](https://x.com/gunnaosrs/status/1985756207978512522)  2025-11-04T17:09Z [--] followers, [----] engagements


"@4PFinance @Morteza_Esteki @DeepValueBagger Im really more interested in the lease details. Im interested if Microsoft is [---] iq and writing early termination clauses on year [--] [--] to switch to their own DCs later is there right of first refusal on the power projected to come online and exclusive use provisions"  
[X Link](https://x.com/gunnaosrs/status/1985967186561696221)  2025-11-05T07:07Z [--] followers, [--] engagements


"@4PFinance @Morteza_Esteki @DeepValueBagger Early termination means potential bailing later if AI fails Right of first refusal means they want any power developed first before offered to others. BULLish Exclusive use provisions means they dont want any other AI hosted. This is common for commercial RE unsure on DCs"  
[X Link](https://x.com/gunnaosrs/status/1985967882824536089)  2025-11-05T07:10Z [--] followers, [--] engagements


"@zephyr_z9 Look at $LGN brother. legence group I think they have room to run with the data center capex boom"  
[X Link](https://x.com/gunnaosrs/status/1986132048986472475)  2025-11-05T18:02Z [---] followers, [---] engagements


"@disruptorinvest I found data in sec filings that their current centers run at 85-90% which is very good. Im assuming its off due to low margin bitcoin mining. If they can show verified 99% uptime for tier [--] centers then Im going all in"  
[X Link](https://x.com/gunnaosrs/status/1986158205299556789)  2025-11-05T19:46Z [--] followers, [--] engagements


"AI will destroy SaaS companies. Personalized Agentic AI for businesses and individuals will destroy these companies"  
[X Link](https://x.com/gunnaosrs/status/1986182526554038352)  2025-11-05T21:23Z [--] followers, [--] engagements


"@NathanKnows25 @amitisinvesting Is the basic gold card hard to get Or are you talking about the solid metal one"  
[X Link](https://x.com/gunnaosrs/status/1986187412498780326)  2025-11-05T21:42Z [--] followers, [--] engagements


"@KenTumin @JonErlichman Yeah anyone could of told you soy meat a fucking biking company and a uber copy would tank"  
[X Link](https://x.com/gunnaosrs/status/1986194106154951054)  2025-11-05T22:09Z [--] followers, [---] engagements


"Are you bullish enough"  
[X Link](https://x.com/gunnaosrs/status/1986225505285382487)  2025-11-06T00:13Z [--] followers, [---] engagements


"Bullish on data centers. Bullish on AI. BULLISH ON USA INFRASTRUCTURE REAL ESTATE AND MANUFACTURING. Sam Altman is giving Trump his gift to start a super cycle of onshore investments into infrastructure and manufacturing backed by AI"  
[X Link](https://x.com/gunnaosrs/status/1986226652943138820)  2025-11-06T00:18Z [--] followers, [--] engagements


"@mikealfred Wait fluid stack aka google bought warrants in CIFR"  
[X Link](https://x.com/gunnaosrs/status/1986253244495241413)  2025-11-06T02:04Z [--] followers, [----] engagements


"@babyfolio @accounting_ds @grok Yeah bullish on American companies American manufacturing and American infrastructure. Nebius will run but America is where the play is"  
[X Link](https://x.com/gunnaosrs/status/1986415587615268956)  2025-11-06T12:49Z [--] followers, [---] engagements


"@jbelizaireCEO @galaxyhq @SolunaHoldings @powermining_BTC @cazenove_uk 🐂"  
[X Link](https://x.com/gunnaosrs/status/1986430780285870493)  2025-11-06T13:49Z [--] followers, [---] engagements


"@disruptorinvest Im guessing if they bought land with 7GW capacity. They have a lease signed to backstop the loan and purchase. This is how real estate works. They are likely building to suit a tenant that already picked out"  
[X Link](https://x.com/gunnaosrs/status/1986439106168053807)  2025-11-06T14:22Z [--] followers, [---] engagements


"@RJCcapital @zephyr_z9 Im invested. Leaps and shares"  
[X Link](https://x.com/gunnaosrs/status/1986450575718748622)  2025-11-06T15:08Z [--] followers, [--] engagements


"@RJCcapital @zephyr_z9 Got $IREN and $SNDK earnings calls today. Either I see a god green candle or go to the bread line"  
[X Link](https://x.com/gunnaosrs/status/1986450751611084951)  2025-11-06T15:09Z [--] followers, [---] engagements


"Call me crazy now go ahead"  
[X Link](https://x.com/gunnaosrs/status/1986498447222944003)  2025-11-06T18:18Z [--] followers, [--] engagements


"@disruptorinvest They have a tenant in place 95% sure brother This is commercial real estate. Whoever owns that land is not letting them into a 30-60 day DD period with a signed LOI without a serious proof of funds"  
[X Link](https://x.com/gunnaosrs/status/1986511797315068060)  2025-11-06T19:11Z [--] followers, [---] engagements


"The bull run goes on until either the US/China or one of the hyperscalers signals one or a few things. [--]. AI failed and wasnt as significant as thought [--]. Weve maxed out AI capabilities [--]. We die to agentic AI robots. [--]. Were losing tons of money on AI Im bullish. I would like to clarify a few things. First the obvious one: we do not have or want government guarantees for OpenAI datacenters. We believe that governments should not pick winners or losers and that taxpayers should not bail out companies that make bad business decisions or I would like to clarify a few things. First the obvious"  
[X Link](https://x.com/gunnaosrs/status/1986518770358055022)  2025-11-06T19:39Z [--] followers, [--] engagements


"Cant even tune into $IREN earnings call the site blew up"  
[X Link](https://x.com/gunnaosrs/status/1986547401767923947)  2025-11-06T21:33Z [--] followers, [---] engagements


"Did $IREN say a 20-25% IRR. Holy shit"  
[X Link](https://x.com/gunnaosrs/status/1986560715604242505)  2025-11-06T22:25Z [--] followers, [---] engagements


"https://x.com/kalshi/status/1986564361414975571s=46&t=hmh826yq8b3hIHvadR2-yg JUST IN: Elon Musk says Tesla will be "way bigger" than Berkshire Hathaway https://x.com/kalshi/status/1986564361414975571s=46&t=hmh826yq8b3hIHvadR2-yg JUST IN: Elon Musk says Tesla will be "way bigger" than Berkshire Hathaway"  
[X Link](https://x.com/gunnaosrs/status/1986572836677222698)  2025-11-06T23:14Z [--] followers, [--] engagements


"@crypto_n_more @disruptorinvest Not idea but for 7GW its definitely a hyperscaler If you listen to $IREN earning call today Dan Roberts mentioned that these deals have high confidentially and NDA and he still couldnt fully outline all the specifics due to it. These are huge CRE leases. NDA galore"  
[X Link](https://x.com/gunnaosrs/status/1986613953967849800)  2025-11-07T01:57Z [--] followers, [---] engagements


"@disruptorinvest @crypto_n_more I am a lot more bullish on companies who keep quiet instead of run to Twitter to pump their stock"  
[X Link](https://x.com/gunnaosrs/status/1986628303642333405)  2025-11-07T02:54Z [--] followers, [--] engagements


"@disruptorinvest @crypto_n_more Open up ChatGPT and look up NDA in commercial real estate leases confidentiality agreements. How do large multi year billion dollar leases get put together I work in real estate"  
[X Link](https://x.com/gunnaosrs/status/1986629142289285311)  2025-11-07T02:57Z [--] followers, [--] engagements


"@disruptorinvest @crypto_n_more While youre at it ask chatGPT How hard is it to land a 5-15 year lease with a triple A credit company with upfront prepayment. How long would it roughly take What steps are involved And would the parties be put under confidentiality or NDA agreements"  
[X Link](https://x.com/gunnaosrs/status/1986630095050620938)  2025-11-07T03:01Z [--] followers, [--] engagements


"@disruptorinvest @crypto_n_more The fact they didnt rush to Twitter today to pump their stock and stayed quiet. Leads me to believe they know what theyre doing"  
[X Link](https://x.com/gunnaosrs/status/1986631037137629218)  2025-11-07T03:05Z [--] followers, [--] engagements


"@disruptorinvest @crypto_n_more Also for a [--] GW single site my educated guess is the tenant will be openAI or Tesla. They are the two hyperscalers showing demand for large single site GW. Sam Altman posted yesterday openAIs infrastructure commitments rised from 500m to [---] trillion"  
[X Link](https://x.com/gunnaosrs/status/1986631441401213403)  2025-11-07T03:07Z [--] followers, [--] engagements


"@FransBakker9812 Possible but I highly doubt it Institutional demand for this data center debt is stepping in rapidly. META and CIFRs debt for data center was oversubscribed by 3-4x the amount they needed These companies have ascended ATM offerings now. Institutional debt is available"  
[X Link](https://x.com/gunnaosrs/status/1986765465952129345)  2025-11-07T11:59Z [--] followers, [---] engagements


"@FransBakker9812 ATP data centers are the hottest commercial real estate debt backed by the largest most profitable companies. Big institutions will step in to park some cash for a 5-6% interest on these"  
[X Link](https://x.com/gunnaosrs/status/1986765660366524537)  2025-11-07T12:00Z [--] followers, [--] engagements


"@FransBakker9812 Dan Roberts their models had their lease structures running at 20-30% IRR I believe. This number is absolutely bonkers in the real estate world"  
[X Link](https://x.com/gunnaosrs/status/1986766352229544146)  2025-11-07T12:03Z [--] followers, [---] engagements


"@FransBakker9812 To put it into perspective a very attractive IRR for commercial real estate is 10-15% If IREN has models showing 20-30% IRR after IREN IaaS pays IREN data centers like Dan said. Thats actually insane. 5-10 billion dollar leases with trillion dollar companies and 25% IRR 🤯"  
[X Link](https://x.com/gunnaosrs/status/1986768494193725903)  2025-11-07T12:11Z [--] followers, [----] engagements


"@FransBakker9812 The demand to fund this debt will be enormous"  
[X Link](https://x.com/gunnaosrs/status/1986768734137299320)  2025-11-07T12:12Z [--] followers, [---] engagements


"@FransBakker9812 Heres my proof from the call. Where Dan mentions a 25-30% levered IRR"  
[X Link](https://x.com/gunnaosrs/status/1986772270216261856)  2025-11-07T12:26Z [---] followers, [---] engagements


"@FransBakker9812 Ik mr. Grant Cardone is big in this community. If you get the chance ask him what he would do to secure a multi family property with a 25-30% IRR. Hell tell you how insane of a number that is. These are complex commercial real estate deals and metrics End of my rant anyways"  
[X Link](https://x.com/gunnaosrs/status/1986773538011832739)  2025-11-07T12:31Z [--] followers, [--] engagements


"@MaxFisherCRE Government will reopen next week by Friday and the market will rally into EOY. Hold strong"  
[X Link](https://x.com/gunnaosrs/status/1986791735557488985)  2025-11-07T13:43Z [--] followers, [---] engagements


"@MaxFisherCRE $IREN has a 25-30% levered IRR on their data center leases and 3B ARR with only 15% capacity leased. Once market is back HPC/miners will run again"  
[X Link](https://x.com/gunnaosrs/status/1986792078332907786)  2025-11-07T13:45Z [--] followers, [---] engagements


"@MaxFisherCRE @FransBakker9812 Yup its insane. This is basic commercial real estate at this point. The stock will rally until leasing capacity hits 100% or demand completely implodes (which I doubt)"  
[X Link](https://x.com/gunnaosrs/status/1986805203081846819)  2025-11-07T14:37Z [--] followers, [--] engagements


"@MaxFisherCRE @FransBakker9812 Yeah he sold off all his industrial and made the pivot to AI like [--] years ago I think After the whole Jake debacle and rumors about his fund being under. My guess is he did have alpha and saw the opportunity"  
[X Link](https://x.com/gunnaosrs/status/1986805869091102857)  2025-11-07T14:40Z [--] followers, [--] engagements


"@MaxFisherCRE @FransBakker9812 Honestly hes smart though. If he did pivot when he did. Im using REtwit as an indicator sort of. Right now most people on that side still in denial of AI and the demand Once I see GP/LP data centers funds popping up left and right I might start consider selling"  
[X Link](https://x.com/gunnaosrs/status/1986806744299807050)  2025-11-07T14:43Z [--] followers, [--] engagements


"@jiahanjimliu You get it bro. The US miners are focusing on their edge - thats land access to power and their knowledge with computing power (bitcoin mining). They are sitting on gold mines. Not only huge CRE leases we are seeing a new industry of energy as a commodity and IaaS"  
[X Link](https://x.com/gunnaosrs/status/1986852661463847265)  2025-11-07T17:46Z [--] followers, [---] engagements


"The golden age is upon us. The writing is on the wall. My feed is just for myself to build conviction on this now. Trump is truly gather trillions of investments into the buildout of infrastructure and grid capacity based on the benefits and returns of AI"  
[X Link](https://x.com/gunnaosrs/status/1986859103340097735)  2025-11-07T18:11Z [--] followers, [--] engagements


"He will be able to ride the wave of GDP growth and productivity in Red states from data centers. Its on the wall. Big tech invested into his ballroom. At the promise they will build out in red states. The most recent data centers have been in Texas Indiana and New Mexico"  
[X Link](https://x.com/gunnaosrs/status/1986859581524341115)  2025-11-07T18:13Z [--] followers, [--] engagements


"Trump and the red states will remove the red tape around regulations and permitting to super cycle this growth and build out. The GDP growth and economic growth locally will be insane for the rust belt and other red states. They can claim the golden age for the next election"  
[X Link](https://x.com/gunnaosrs/status/1986859825762832586)  2025-11-07T18:14Z [--] followers, [--] engagements


"This will of course lead to an undeniable super cycle in America infrastructure manufacturing and grid capacity based on the levels of investment being committed. If AI does pay off and changes the world the cycle will truly enter us into a supercharged revolution"  
[X Link](https://x.com/gunnaosrs/status/1986860247999226274)  2025-11-07T18:16Z [--] followers, [--] engagements


"Americas 4th Industrial Revolution. Americas 3rd Technological Revolution. (Internet smartphones AI) Trump will likely host an announcement when the ballroom opens to clear a huge bill or act for infrastructure and grid capacity buildout. Thats big techs IOU"  
[X Link](https://x.com/gunnaosrs/status/1986860544780083401)  2025-11-07T18:17Z [--] followers, [--] engagements


"$NUAI announced plans for a 7GW data centers in NM they also withdrew their ATM offering stating funding no longer needed. This could be related but openAI also has project Jupiter allegedly under construction in another county in NM as well. Hmm BANKS LINE UP $18B LOAN FOR ORACLE-TIED NEW MEXICO DATA CENTER $ORCL BANKS LINE UP $18B LOAN FOR ORACLE-TIED NEW MEXICO DATA CENTER $ORCL"  
[X Link](https://x.com/gunnaosrs/status/1986880087015166369)  2025-11-07T19:35Z [--] followers, [---] engagements


"@jiahanjimliu Another important rabbit hole to dig into is SB6 that was passed in Texas. Look into how the impacts data centers and what behind the grid power. You know who has a lot of behind the grid power in Texas . Natural gas companies and bitcoin miners in west Texas"  
[X Link](https://x.com/gunnaosrs/status/1986997120914579650)  2025-11-08T03:20Z [--] followers, [---] engagements


"@jiahanjimliu Look how this impacts data centers and what behind the grid power is*"  
[X Link](https://x.com/gunnaosrs/status/1986997452688240710)  2025-11-08T03:21Z [--] followers, [--] engagements


"@jiahanjimliu Its not just iren. There is tons of other public west Texas based miners and natural gas companies. that have signaled they have demand and the access to behind the grid power. Look into behind the grid power access and why data centers have to implement this for any new DCs"  
[X Link](https://x.com/gunnaosrs/status/1986998947408478662)  2025-11-08T03:27Z [--] followers, [--] engagements


"@jiahanjimliu This interview with a public ceo. He breaks it down a lot better than I will https://youtu.be/rKQ06zFGEQQsi=i8k2oj_gp4-C1SNK https://youtu.be/rKQ06zFGEQQsi=i8k2oj_gp4-C1SNK"  
[X Link](https://x.com/gunnaosrs/status/1986999315680629024)  2025-11-08T03:28Z [--] followers, [---] engagements


"@jiahanjimliu But do your own DD my conviction is very strong"  
[X Link](https://x.com/gunnaosrs/status/1986999404344078548)  2025-11-08T03:29Z [--] followers, [--] engagements


"@jiahanjimliu My point remains. As I said west Texas has companies with behind the grid power. Natural gas and bitcoin miners have ton of it"  
[X Link](https://x.com/gunnaosrs/status/1987000364751634497)  2025-11-08T03:32Z [--] followers, [--] engagements


"@jbelizaireCEO @galaxyhq @SolunaHoldings @powermining_BTC @cazenove_uk An agreement with San Francisco computing company.which is backed by Alt Capital who is led by Sam Altmans brother.hmmmm 🧐 They dont believe but I do 😀"  
[X Link](https://x.com/gunnaosrs/status/1987025526431617503)  2025-11-08T05:12Z [--] followers, [--] engagements


"@jbelizaireCEO @galaxyhq @SolunaHoldings @powermining_BTC @cazenove_uk Sam Altman expressed his desire to get into the computing as a service business. He just needs somewhere to plug them in. His brothers company has the GPU and the business ready with San Francis compute company.hmmm"  
[X Link](https://x.com/gunnaosrs/status/1987026367171420188)  2025-11-08T05:16Z [--] followers, [--] engagements


"Ive done endless research on all the land moving around in west Texas right now every single one is under confidentiality or NDA even when submitted to county and local records. This submission is the only one that slipped county records and it was submitted 8/2025"  
[X Link](https://x.com/gunnaosrs/status/1987028214007390509)  2025-11-08T05:23Z [--] followers, [--] engagements


"Multiple engineering firms and large natural gas companies bitcoin miners talking NDAs and how the very specific request for tenant and occupants is always listed as confidential Hmmm"  
[X Link](https://x.com/gunnaosrs/status/1987028484498055627)  2025-11-08T05:24Z [--] followers, [--] engagements


"Sammy boy wants [---] GWs now just for himself instead of his original 25-50. @GlobalCollapse Sir in the letter the US needs +100GW/year. $IREN could max build out +3 GW in these few years. https://t.co/A2hY5oaIf0 @GlobalCollapse Sir in the letter the US needs +100GW/year. $IREN could max build out +3 GW in these few years. https://t.co/A2hY5oaIf0"  
[X Link](https://x.com/gunnaosrs/status/1987144949121618002)  2025-11-08T13:07Z [--] followers, [--] engagements


"Sam Altman has the [---] GWs lined up. He just wants trump blessing for a tax credit for data centers before he announces it all"  
[X Link](https://x.com/gunnaosrs/status/1987145511267410329)  2025-11-08T13:09Z [--] followers, [--] engagements


"@zephyr_z9 Its commercial real estate at this point brother. Anyone will hand them debt at favorable terms. They have a 5-10 year lease worth billions with a trillion dollar company. You might as well have a lease with the US gov Thats how attractive that lease is. Financing will b ez"  
[X Link](https://x.com/gunnaosrs/status/1987149274975555786)  2025-11-08T13:24Z [--] followers, [---] engagements


"@zephyr_z9 Look into how many institutional investors have developed an appetite for data centers debts. IREN said their Microsoft lease is generating 25-30% IRR which is insane to any real estate investor"  
[X Link](https://x.com/gunnaosrs/status/1987149631180914937)  2025-11-08T13:26Z [--] followers, [--] engagements


"@zephyr_z9 Also theres rumors of a Nvidia partnership but nothing confirmed"  
[X Link](https://x.com/gunnaosrs/status/1987150531375055332)  2025-11-08T13:29Z [--] followers, [--] engagements


"@zephyr_z9 Microsoft is a triple A credit rank.so they have a triple A credit trillionaire dollar company who signed a 5-10 year commitment worth billions and IREN is making 25-30% IRR off it. When everyone said low margins hyperscalers will squeeze their margin. Not true"  
[X Link](https://x.com/gunnaosrs/status/1987151388540084526)  2025-11-08T13:33Z [--] followers, [--] engagements


"@zephyr_z9 They are projected to make 3.4b ARR off 15% leased capacity with 25-30% IRR.if that doesnt blow ur mind.idk"  
[X Link](https://x.com/gunnaosrs/status/1987151683693256935)  2025-11-08T13:34Z [--] followers, [--] engagements


"$IREN was the North Star for the miner and natural gas pivot to HPC A proof of concept to the industry that IaaS and power as a commodity can be done. A new industry. Shortly after CIFR followed a 2nd proof of concept. The demand in west Texas in satiable. Who else"  
[X Link](https://x.com/gunnaosrs/status/1987219713714266510)  2025-11-08T18:04Z [--] followers, [---] engagements


"Have some fucking faiththat the US will remain a global super power to come. This is the easy asymmetrical bet in history. https://t.co/Jk0IZqgtiK https://t.co/Jk0IZqgtiK"  
[X Link](https://x.com/gunnaosrs/status/1987266667710222756)  2025-11-08T21:11Z [--] followers, [--] engagements


"Just realized that METAs peak to trough move from 10/28 to 11/7 was.exactly 20-21% before it bounced hard. META dropped 20% after the whole TikTok/Metaverse fiasco triggering the [----] bear market. Funny how that works huh Almost like the market knows pain points"  
[X Link](https://x.com/gunnaosrs/status/1987309603865161936)  2025-11-09T00:01Z [--] followers, [--] engagements


"@AlphEatsCats @JCIce18 @GrahamStephan If the average mortgage is only held for 6-8 years that means the average homeowner is refinancing or selling after [--] years. This means their amortization schedule is reset. Once again front loading internet that is how debt and loans work. The lenders want the risk back quick"  
[X Link](https://x.com/gunnaosrs/status/1987370685342359759)  2025-11-09T04:04Z [--] followers, [--] engagements


"@AlphEatsCats @JCIce18 @GrahamStephan Graham used to be a great educational content maker then he became click bait view farmer. I remeber all his doomer market crash videos during 2022-2023"  
[X Link](https://x.com/gunnaosrs/status/1987371048304529564)  2025-11-09T04:05Z [--] followers, [--] engagements


"@AlphEatsCats @JCIce18 @GrahamStephan Good job bud. Now turn on the auto investments bi weekly enable DRIP and set and forget. The financial markets are beyond your comprehension. Graham made his initial fortune on real estate. Specifically the appreciation of real estate. His channel was focused on this pre2020"  
[X Link](https://x.com/gunnaosrs/status/1987372406256902648)  2025-11-09T04:11Z [--] followers, [--] engagements


"@AlphEatsCats @JCIce18 @GrahamStephan Graham did not make his money in real estate off PITI payments and he will tell you that himself"  
[X Link](https://x.com/gunnaosrs/status/1987372613178413514)  2025-11-09T04:12Z [--] followers, [--] engagements


"@Jason Damn weve seen the full arch Tech angel investor Jason to ultra doomer AGI robots will takeover us Jason Niceanyway whens Chamaths next SPAC. Will it be AI related"  
[X Link](https://x.com/gunnaosrs/status/1987389619684417810)  2025-11-09T05:19Z [--] followers, [---] engagements


"@babyfolio @jiahanjimliu People keep forgetting these data centers are real estate. The location location location matters"  
[X Link](https://x.com/gunnaosrs/status/1987530689814696135)  2025-11-09T14:40Z [--] followers, [--] engagements


"@babyfolio @jiahanjimliu Have they broken down their profit margins and IRR for the lease yet I think we will have to see. You cant assume a better deal just off amount size"  
[X Link](https://x.com/gunnaosrs/status/1987531056568844322)  2025-11-09T14:41Z [--] followers, [--] engagements


"@babyfolio @jiahanjimliu Them being in a rented powered shell and being in New Jersey near population where energy prices are much higher than sparsely populated west Texas. My guess is they dont make nearly as much off their lease as the 30% IRR that $IREN does"  
[X Link](https://x.com/gunnaosrs/status/1987531499986473157)  2025-11-09T14:43Z [--] followers, [--] engagements


"@babyfolio @jiahanjimliu I respect Jim and his breakdown is very in depth but he did it at face value of profit per GPU. his math didnt factor in higher energy prices in New Jersey compared to west Texas and it did not factor in what fees or percentage of the profit does DCOne get for their help"  
[X Link](https://x.com/gunnaosrs/status/1987534934500679704)  2025-11-09T14:57Z [--] followers, [--] engagements


"@babyfolio @jiahanjimliu As i said this is real estate. Location location location and if you think DataOne isnt getting a piece of the pie.well I cant help you"  
[X Link](https://x.com/gunnaosrs/status/1987535164075896969)  2025-11-09T14:58Z [--] followers, [--] engagements


"@babyfolio @jiahanjimliu Ive also told Jim and many others the importance of the location of these bitcoin miners being in primarily west Texas near the Permian basin. Please look into the Permian basin and its huge energy abundance and how much investments have piled in there"  
[X Link](https://x.com/gunnaosrs/status/1987535569812082957)  2025-11-09T14:59Z [--] followers, [--] engagements


"@babyfolio @jiahanjimliu My point stands. Mike is a non executive board member basically a spokesperson or hype man. Nebius CEO and CFO instantly went to Twitter to try and flex their deal and being a real neocloud when IREN didnt even want to be one. Ick. 🤮"  
[X Link](https://x.com/gunnaosrs/status/1987536656769978583)  2025-11-09T15:04Z [--] followers, [--] engagements


"@babyfolio @jiahanjimliu Also read this chat GPT prompt on how foreign investors are treated on owning and operating data centers. The US has been clear AI is a national security issue. They will implement ownership of these centers to US companies only hence the DataOne partnership"  
[X Link](https://x.com/gunnaosrs/status/1987538323296878698)  2025-11-09T15:10Z [--] followers, [--] engagements


"@babyfolio @jiahanjimliu Also I dont mean to keep shitting on NBIS. But their neocloud is directly competing with the hyperscalers AVride is directly competing with Rivian(AMZN) Tesla cyber cab and Waymo. They are gonna get eaten alive. Clickhouse is their one shot"  
[X Link](https://x.com/gunnaosrs/status/1987539890280562699)  2025-11-09T15:16Z [--] followers, [--] engagements


"@mcuban Holy Mark Cuban reawakening"  
[X Link](https://x.com/gunnaosrs/status/1987579621156802729)  2025-11-09T17:54Z [--] followers, [--] engagements


"Now watch the timeline dissipate of the chart readers TA gods discord sellers and perma doomers"  
[X Link](https://x.com/gunnaosrs/status/1987615437912252881)  2025-11-09T20:17Z [--] followers, [--] engagements


"@KobeissiLetter The difference is the stimulus checks were paid directly by increasing M2 supply and printing money. The tariff stimulus will be paid out through revenue captured by the federal government from tariff revenue. Why is this so hard to understand"  
[X Link](https://x.com/gunnaosrs/status/1987615927613980739)  2025-11-09T20:18Z [--] followers, [---] engagements


"Some people never invested during the trump pump [---] and it shows"  
[X Link](https://x.com/gunnaosrs/status/1987617207757811804)  2025-11-09T20:24Z [--] followers, [--] engagements


"@McnallieM @hashoveride @Bitfarms_io @powermining_BTC can we get a @jbelizaireCEO one"  
[X Link](https://x.com/gunnaosrs/status/1987697914894746098)  2025-11-10T01:44Z [--] followers, [---] engagements


"@McnallieM @hashoveride @Bitfarms_io @powermining_BTC @jbelizaireCEO 🐂 Can you do me a favor and ask him about how his deal with San Francisco computing company came about and how he was introduced to them. 😉"  
[X Link](https://x.com/gunnaosrs/status/1987698918579110392)  2025-11-10T01:48Z [--] followers, [---] engagements


"@Geiger_Capital Imagine carrying about politics. The American people are pawns on the chess board. Youre simply used to protect their more valuable pieces like the queen Sometimes you put your pawns at risk to protect your queen. Sometimes you take these calculated risks for a checkmate"  
[X Link](https://x.com/gunnaosrs/status/1987713559665459556)  2025-11-10T02:46Z [--] followers, [---] engagements


"@ripmangopods @Geiger_Capital Im invested in all long shares and leap options. None of my portfolio is day trading or OTM options. Keep posting politics 24/7 on Twitter. Its ok bro youre NGMI"  
[X Link](https://x.com/gunnaosrs/status/1987727315900547309)  2025-11-10T03:41Z [--] followers, [--] engagements


"@ripmangopods @Geiger_Capital If you knew anything about the markets you would know that day trading is done through options and options dont change prices in overnight trading. Youre NGMI"  
[X Link](https://x.com/gunnaosrs/status/1987728139921858585)  2025-11-10T03:44Z [--] followers, [--] engagements


"@newhandledre @mcuban The US population is [---] million do you understand that"  
[X Link](https://x.com/gunnaosrs/status/1987733449420009534)  2025-11-10T04:05Z [---] followers, [--] engagements


"@newhandledre @mcuban So in your mind 6m is comparable to 345m"  
[X Link](https://x.com/gunnaosrs/status/1987745709685108926)  2025-11-10T04:54Z [---] followers, [--] engagements


"@zephyr_z9 All the hyperscalers pre ordering gpu and memory and buying up tons and tons of land to build out infrastructure to plug and play Look into the Permian Basin and how much land has traded for data center build outs. All public records for occupants are listed as confidential"  
[X Link](https://x.com/gunnaosrs/status/1987746726825107569)  2025-11-10T04:58Z [--] followers, [---] engagements


"@zephyr_z9 Look up how many times Jensen Huang and the hyperscalers have mentioned behind the grid power and the need to build data centers in less populated areas for training and bring the trained models to their more populated center"  
[X Link](https://x.com/gunnaosrs/status/1987749431177781576)  2025-11-10T05:09Z [--] followers, [--] engagements


"@zephyr_z9 Sam Altman has raised OpenAIs capex commitments from 500b to [---] trillion. Yet no announcements on new data centers aside the original stargate. So where has Sam spent his other 900b Hmmm"  
[X Link](https://x.com/gunnaosrs/status/1987750027389698180)  2025-11-10T05:11Z [--] followers, [--] engagements


"@fin_anthro @KobeissiLetter Ok go ahead. I will be glad to see this play out by end of year. SCOTUS will uphold tariffs and no refund required. You think the USA a country running a trillion dollar deficit and making no income. Is gonna force the sitting president to return billions to other countries"  
[X Link](https://x.com/gunnaosrs/status/1987861721004773743)  2025-11-10T12:35Z [--] followers, [--] engagements


"@davey_juice @jbulltard1 is a pro at this"  
[X Link](https://x.com/gunnaosrs/status/1987873862126559673)  2025-11-10T13:23Z [--] followers, [--] engagements


"@davey_juice @jbulltard1 He got his chipotle burrito plug and thought he became a genius overnight. Completely missed all the chip and memory manufacturers saying demand is off the charts and that Nvidia ramped production 50% 💀💀💀💀"  
[X Link](https://x.com/gunnaosrs/status/1987874250502414640)  2025-11-10T13:25Z [--] followers, [--] engagements


"@nikitabier @elonmusk Tesla X xAI -MS describes importance of them integrating. Morgan Stanley's Adam Jonas on the Tesla shareholder xAI investment vote: "They're gonna have to revisit this. We don't think investors understand just how important xAI is to Tesla and the broader Muskonomy. Tesla's relationship with xAI (financially and strategically) is https://t.co/trmDjaPedf Morgan Stanley's Adam Jonas on the Tesla shareholder xAI investment vote: "They're gonna have to revisit this. We don't think investors understand just how important xAI is to Tesla and the broader Muskonomy. Tesla's"  
[X Link](https://x.com/gunnaosrs/status/1987923275725303879)  2025-11-10T16:40Z [--] followers, [---] engagements


"@Jake__Wujastyk Another terrible day for $UP $JD and $BULL on a very Green Day. Sucks you led all your followers to the slaughter. I wonder how many bought options just for you to flex that youre in all shares. 🤣🤣"  
[X Link](https://x.com/gunnaosrs/status/1987925712297177376)  2025-11-10T16:49Z [--] followers, [---] engagements


"@nikitabier @elonmusk @nikitabier @elonmusk can I please come see a rocket ship. I called this last week https://x.com/kalshi/status/1987949065372590177s=46&t=hmh826yq8b3hIHvadR2-yg JUST IN: Elon Musk says his companies are trending towards "convergence" https://x.com/kalshi/status/1987949065372590177s=46&t=hmh826yq8b3hIHvadR2-yg JUST IN: Elon Musk says his companies are trending towards "convergence""  
[X Link](https://x.com/gunnaosrs/status/1988001370960785740)  2025-11-10T21:50Z [--] followers, [--] engagements


"Mind you cleanspark raised 1.2b convertible notes with and used the funds to BUY BACK shares and 600m towards data center expansions Why is a bitcoin miner with no lease buying back shares with their convertible note while $NBIS is offloading ATM to retail"  
[X Link](https://x.com/gunnaosrs/status/1988238879984418851)  2025-11-11T13:34Z [--] followers, [--] engagements


"@Jonewang7 Why would they not just raise this debt with convertible notes if theres demand for the shares and investors see an undervalued company The miners raised ATM as well but once they secured credibility they went to convertible notes and institutional debt"  
[X Link](https://x.com/gunnaosrs/status/1988240105224434015)  2025-11-11T13:39Z [--] followers, [--] engagements


"@Jonewang7 You should instill faith in your investors by not using them as dilution and an ATM literally and metaphorically. You raise faith by making outside investors invest at a convertible note above the current market price"  
[X Link](https://x.com/gunnaosrs/status/1988240313563955496)  2025-11-11T13:40Z [--] followers, [--] engagements


"@InvestwithDoc @SteveDotLong @APompliano Ok youre right. I tried to give coreweave the benefit of the doubt but this interview with the CEO is just horrible. This CEO is driving it into the ground. https://www.cnbc.com/2025/11/11/coreweave-stock-core-scientific-delays.html https://www.cnbc.com/2025/11/11/coreweave-stock-core-scientific-delays.html"  
[X Link](https://x.com/gunnaosrs/status/1988395178458222990)  2025-11-11T23:55Z [---] followers, [--] engagements


"Going to put a bet out there now that $CORZ squeezes $CRWV out of there data center projects and takes over the leases. $CRWV CEOs interviews today showed he has no faith in those deals coming through. He tried to lie and say its [--] centeryikes Neocloud squeeze"  
[X Link](https://x.com/gunnaosrs/status/1988430622575001603)  2025-11-12T02:16Z [--] followers, [---] engagements


"Couldnt reiterate on who the impacted clients maybe a quarter delay couldnt give specifics on what caused the delay and listed off several issues in between lots of Uhmms $CORZ is going to pull the rug out from underneath them on these leases and data centers"  
[X Link](https://x.com/gunnaosrs/status/1988431326689562722)  2025-11-12T02:19Z [--] followers, [--] engagements


"$CORZ denied $CRWV buyout because they have no intentions to continue working with them. Thats why there is delays. The market knows this the ceo is doing damage controlyikes"  
[X Link](https://x.com/gunnaosrs/status/1988431563835781134)  2025-11-12T02:20Z [--] followers, [---] engagements


"$NBIS and $CRWV breaking through their 10/22 lows. Meanwhile the bitcoin miners are still holding above $IREN $CIFR"  
[X Link](https://x.com/gunnaosrs/status/1988625389841703322)  2025-11-12T15:10Z [--] followers, [---] engagements


"I think $CORZ just showed Wall Street who holds the cards IMO $CRWV and $NBIS are selling off at 2-3x their average daily volume while the $IREN and $CIFR sell off have failed to hit their average daily volume. This indicates heavy selling pressure on the neoclouds"  
[X Link](https://x.com/gunnaosrs/status/1988628870862344658)  2025-11-12T15:24Z [--] followers, [---] engagements


"@zephyr_z9 Bitcoin miner just rug pulled a neocloudlolollololol"  
[X Link](https://x.com/gunnaosrs/status/1988639086597280216)  2025-11-12T16:04Z [--] followers, [--] engagements


"@georgejcip @moneyqubit CDS are rising for coreweave. Who owns no lands and has offered junk bonds to fund their expansion. IREN has not raised junk bonds CDS are not rising for them and theyve actually raised money extremely financially sound"  
[X Link](https://x.com/gunnaosrs/status/1989680742406725855)  2025-11-15T13:03Z [---] followers, [--] engagements


"@georgejcip @moneyqubit Oracle is taking out tons of debt to buy land and fund the development. APLD had junk bonds because their tenant was coreweave. Coreweave is rated junk and risky now. Anyone associated with coreweave is now bad. IREN doesnt use bonds and has little debt"  
[X Link](https://x.com/gunnaosrs/status/1989682715977809962)  2025-11-15T13:11Z [---] followers, [--] engagements


"@georgejcip @moneyqubit Their tenants have so far been Microsoft which is in no way shape or form a junk rated tenant or raising junk bonds"  
[X Link](https://x.com/gunnaosrs/status/1989682891316478386)  2025-11-15T13:12Z [---] followers, [--] engagements


"@georgejcip @moneyqubit I understand how it works. APLD was unable to fill out their bond offering due to the tenant being coreweave on the development that was backing the bonds. No one wants to invest in bonds backed by coreweave as their deemed a subgrade risky tenant"  
[X Link](https://x.com/gunnaosrs/status/1989684847674040363)  2025-11-15T13:20Z [--] followers, [--] engagements


"@georgejcip @moneyqubit And as I said IREN has not needed to raise any bonds and has used 0% financing from convertible notes which is better than 10% junk bonds offered by APLD Do you follow along now"  
[X Link](https://x.com/gunnaosrs/status/1989685975492993400)  2025-11-15T13:24Z [--] followers, [--] engagements


"@WheelieInvestor @pepemoonboy I started off at ATT as retail sales rep at [--]. Usually you can average out to 25$/hr with commissions and hourly Went into residential mortgages to single family rental leasing and now Im in property management but making the switch back to sales in IT ironically lol"  
[X Link](https://x.com/gunnaosrs/status/1990896633827955050)  2025-11-18T21:35Z [--] followers, [---] engagements


"Did $NVDA name drop iren cifr and nebius. 🤣"  
[X Link](https://x.com/gunnaosrs/status/1991258825639301492)  2025-11-19T21:34Z [--] followers, [---] engagements


"Imagine being Jensen. Incredible swagger and ego boost to see your earnings call move the entire indexes 1% AH. 🤣"  
[X Link](https://x.com/gunnaosrs/status/1991262913416319163)  2025-11-19T21:50Z [--] followers, [--] engagements


"@AverageDipBuyer @TheRealBirnbaum Its not that theyre losing market share more so that the two juggernauts visa and Mastercard are not going anywhere. They will stay the king of payment processing for a long time. And on the digital side they have Venmo which competes with cashapp and Zelle"  
[X Link](https://x.com/gunnaosrs/status/1991498971416760554)  2025-11-20T13:28Z [--] followers, [--] engagements


"@AverageDipBuyer @TheRealBirnbaum Its the same reason $XYZ and no $FISV are in the gutter too If you try to compete in payment processing. You just cant beat visa and Mastercard. They will eat your lunch"  
[X Link](https://x.com/gunnaosrs/status/1991499304746512805)  2025-11-20T13:30Z [--] followers, [---] engagements


"@AverageDipBuyer @TheRealBirnbaum Mastercard and Visa still growing faster even at 10x PayPals size"  
[X Link](https://x.com/gunnaosrs/status/1991501231764951341)  2025-11-20T13:37Z [--] followers, [--] engagements


"@silmarilco @HealthcareREguy Exactly. Financial literacy is entirely the individuals responsibility. We have to stop feeling bad for grown adults who cant take anytime to research financial decisions and get themselves into stupid debt"  
[X Link](https://x.com/gunnaosrs/status/1992594709496398158)  2025-11-23T14:02Z [---] followers, [--] engagements


"@dig_deeper1 This is what happens when an illiquid asset class like real estate turns into a liquid speculative asset class. some areas homes were trading hands 2-3 times in a year or two period each time being a higher price. Only a matter of time before someone was the bag holder"  
[X Link](https://x.com/gunnaosrs/status/1993447778081796421)  2025-11-25T22:32Z [---] followers, [---] engagements


"Can attest Ive seen sign spinners for new ground up apartments in south Florida. Going to be a rough few years. Talking with top rental managers locally and their rents are down 15-20% since [----] and their vacancy is now 2-3 months. Site reps are dancing on the street flipping signs that say THREE MONTHS FREE RENT. And then theres more and more multifam and residential being built at https://t.co/ZDEigTS9zx Talking with top rental managers locally and their rents are down 15-20% since [----] and their vacancy is now 2-3 months. Site reps are dancing on the street flipping signs that say THREE"  
[X Link](https://x.com/gunnaosrs/status/1993740494774395256)  2025-11-26T17:55Z [---] followers, [---] engagements


"@iamjonbrooks Can confirm Ive seen several sign spinners for brand new apartments in south Florida"  
[X Link](https://x.com/gunnaosrs/status/1993740568019783892)  2025-11-26T17:56Z [---] followers, [--] engagements


"Very important thread to understand the single family housing market. Nick gets shit cause hes been a housing bear since [----] (hes been right) but this is all very informative. Stocks real estate for the next [--] years IMO. Pending home sales in October [----] came in -1.2% below last year and -27% below the long-term average. Today's contract signings are at the lowest level in 30+ years - even worse than the GFC - and showing no noticeable signs of improvement (even after [--] Fed rate cuts and a big https://t.co/YlYY0ZtF6A Pending home sales in October [----] came in -1.2% below last year and -27%"  
[X Link](https://x.com/gunnaosrs/status/1993796736582865365)  2025-11-26T21:39Z [---] followers, [--] engagements


"Markets always revert back to the mean. Especially illiquid markets like real estate. 6) Meanwhile the Mortgage Cost as a % of Income in the U.S. Housing Market is around 38.6% at the end [----]. The long-term average is 28%. Indicating that the cost of buying determined by prices and rates has gone up way more than income. So homebuyers are out. Until the cost https://t.co/tGpPeDsazN 6) Meanwhile the Mortgage Cost as a % of Income in the U.S. Housing Market is around 38.6% at the end [----]. The long-term average is 28%. Indicating that the cost of buying determined by prices and rates has gone"  
[X Link](https://x.com/gunnaosrs/status/1993797191958450607)  2025-11-26T21:41Z [---] followers, [--] engagements


"@TheDrugMoney Amazon"  
[X Link](https://x.com/gunnaosrs/status/1994035375497466168)  2025-11-27T13:27Z [---] followers, [---] engagements


"@TheDrugMoney Was speaking about this with friends last week. Black Friday lining up and dying for a tv is over. I think Amazon and online shopping killed it to be honest. Why sit outside when you can just click buttons and load up your virtual cart"  
[X Link](https://x.com/gunnaosrs/status/1994035544334983302)  2025-11-27T13:28Z [---] followers, [--] engagements


"@2happydogday @k2__investment @unusual_whales Tell that to everyone who bought from 2021-2024. Also equity appreciation isnt making you money. Its paper gains and losses until you sell. Real estate only makes money through cash flow. If youre not cash flowing its a liability"  
[X Link](https://x.com/gunnaosrs/status/1994058685216100647)  2025-11-27T15:00Z [---] followers, [--] engagements


"@Veridivus124444 @NeoAnderson166 @k2__investment @unusual_whales Yup very true. Except if you bought the top of the market at [----] it took 5-11 years to break even. Add on inflation interest on the debt taxes and insurance increases. You lost lots of money. So once again my point stands. Owning a home is a liability not an asset"  
[X Link](https://x.com/gunnaosrs/status/1994096226044944600)  2025-11-27T17:29Z [---] followers, [--] engagements


"@Veridivus124444 @NeoAnderson166 @k2__investment @unusual_whales Owning a home is a liability you take on debt and you pay that debt monthly on top of other costs. If the home makes no monthly income it is not an asset. Equity appreciation is a benefit of ownership not a guarantee. Equity pay down is better"  
[X Link](https://x.com/gunnaosrs/status/1994099570771677576)  2025-11-27T17:42Z [---] followers, [--] engagements


"@LoganMohtashami Looks like the only commenter agrees with me. Arrogance is off the charts dude. Good luck on growing your dying social media presence. @m3_melody clears you any day"  
[X Link](https://x.com/gunnaosrs/status/1994248041662988293)  2025-11-28T03:32Z [---] followers, [--] engagements


"@LoganMohtashami @m3_melody Mhmmmmmustve struck a nerve. Youve spent the last [--] minutes chasing this chicken around the pen. Go spend time your family bud and next time you give a presentation dont wear a silk shirt 3x your size"  
[X Link](https://x.com/gunnaosrs/status/1994248676126912562)  2025-11-28T03:35Z [---] followers, [--] engagements


"@LoganMohtashami @m3_melody Keep refreshing your Twitter pal. I know Im your only engagement"  
[X Link](https://x.com/gunnaosrs/status/1994249387250221183)  2025-11-28T03:37Z [---] followers, [--] engagements


"@LoganMohtashami @m3_melody We gonna have a spaces for your whopping 5-10 person audience 🤣🤣🤣🤣🤣"  
[X Link](https://x.com/gunnaosrs/status/1994249482871910902)  2025-11-28T03:38Z [---] followers, [--] engagements


"@LoganMohtashami @m3_melody Good luck pal. Hopefully this thread blows up and you can double your YouTube views from [---] to [---]. I think the spaces is better hosted by me I have a better chance to pull over [--] viewers than you. 🤣🤣🤣"  
[X Link](https://x.com/gunnaosrs/status/1994249978466746663)  2025-11-28T03:40Z [---] followers, [--] engagements


"@LoganMohtashami @m3_melody Here you are in [----]. - demand will stay high inventory stays tight and affordability will recover. 💀💀💀 https://www.cnbc.com/2023/02/18/home-prices-mortgage-rates-how-to-know-when-housing-bottom-is-in.html https://www.cnbc.com/2023/02/18/home-prices-mortgage-rates-how-to-know-when-housing-bottom-is-in.html"  
[X Link](https://x.com/gunnaosrs/status/1994252009495580942)  2025-11-28T03:48Z [---] followers, [--] engagements


"@LoganMohtashami @m3_melody SighLogan blindly bullish since 2022"  
[X Link](https://x.com/gunnaosrs/status/1994252092295303451)  2025-11-28T03:48Z [---] followers, [--] engagements


"@LoganMohtashami @m3_melody It gives you more buying power than people realize. Demand will increase and supply will stay tight Yikes"  
[X Link](https://x.com/gunnaosrs/status/1994252551747764348)  2025-11-28T03:50Z [---] followers, [--] engagements


"@LoganMohtashami @m3_melody Im not even gonna touch into your prediction that rates would go down"  
[X Link](https://x.com/gunnaosrs/status/1994252751954395405)  2025-11-28T03:51Z [---] followers, [--] engagements


"@LoganMohtashami @m3_melody Demand at all time lows supply nearing all time highs buyer demand no where to be found. Time on market creeping up. Logan said in [----] supply will be tight demand still high and affordability will correct due to incomes and rates coming down. 💀💀💀💀"  
[X Link](https://x.com/gunnaosrs/status/1994253181497294901)  2025-11-28T03:53Z [---] followers, [--] engagements


"@LoganMohtashami @m3_melody Im not in a clan bro. I play RuneScape Im in a RuneScape clan. No idea what the clan youre fighting against for real estate is against. I see by your weird gifs you think youre some war general. 🤣🤣🤣"  
[X Link](https://x.com/gunnaosrs/status/1994253394815397959)  2025-11-28T03:53Z [---] followers, [--] engagements


"@LoganMohtashami @m3_melody Not gonna comment on this one You missed the mark on all your predictions from that article. Yikes"  
[X Link](https://x.com/gunnaosrs/status/1994253787670704258)  2025-11-28T03:55Z [---] followers, [--] engagements


"Do NOT show $DUOL bulls or @alc2022 this thread. 🤣🤣 My father has a 1200+ day Spanish streak on Duolingo. We went on holiday to Spain recently and he could hardly string two sentences together. What the fuck is the point of that app My father has a 1200+ day Spanish streak on Duolingo. We went on holiday to Spain recently and he could hardly string two sentences together. What the fuck is the point of that app"  
[X Link](https://x.com/gunnaosrs/status/1994282658881261634)  2025-11-28T05:50Z [---] followers, [---] engagements


"@KrisPatel99 @SMVCapital META also has MSL and Meta reality labs. Reality labs is still developing hardware with AI. They have the eagleeye prototype with Anduril for military use. Lots of interesting stuff they are doing that no one mentions"  
[X Link](https://x.com/gunnaosrs/status/1994804163805327838)  2025-11-29T16:22Z [---] followers, [--] engagements


"@srikanthsk91 @TruthCompanyCIO @KobeissiLetter @grok Just say thank you. If it wasnt for the US this year you guys would be at war again with Pakistan"  
[X Link](https://x.com/gunnaosrs/status/1994821645496979916)  2025-11-29T17:31Z [---] followers, [--] engagements


"@srikanthsk91 @TruthCompanyCIO @KobeissiLetter @grok I didnt deny that we have a relationship with Pakistan. But we as a country have always denied funding or restricted it when Pakistan has pushed Indian borders or tried to develop nuclear weapons"  
[X Link](https://x.com/gunnaosrs/status/1994826173420060803)  2025-11-29T17:49Z [---] followers, [--] engagements


"@pepemoonboy Probably $IREN or $META $AMZN pretty intriguing too if I wanted to be safe lol. I buy all [--] currently though"  
[X Link](https://x.com/gunnaosrs/status/1994963119349940308)  2025-11-30T02:54Z [---] followers, [----] engagements


"@StealthQE4 They forced all of them to take a bailout but the documentary and other sources explicitly say that not every bank needed the bailout. It was forced on everyone so a bank run wouldnt start on the weaker banks. Everyone was deemed needy instead of just the weak ones"  
[X Link](https://x.com/gunnaosrs/status/1995148774923247958)  2025-11-30T15:11Z [---] followers, [---] engagements


"@StealthQE4 Pretty sure JP Morgan and Jamie Dimon didnt need the bailout and paid it back in full"  
[X Link](https://x.com/gunnaosrs/status/1995148917948998093)  2025-11-30T15:12Z [---] followers, [--] engagements


"@Jason______A @morgan__trades Jesus Christ🤣🤣 Did he really not understand an amortization schedule"  
[X Link](https://x.com/gunnaosrs/status/1995192996548206790)  2025-11-30T18:07Z [---] followers, [----] engagements


"@morgan__trades @Jason______A I do know now.* Is what you meant to type"  
[X Link](https://x.com/gunnaosrs/status/1995195271186375050)  2025-11-30T18:16Z [---] followers, [---] engagements

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