#  @ilzmcfly McFly McFly posts on X about $cifr, cifr, $iren, ai the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours. ### Engagements: [------] [#](/creator/twitter::1754685696546136064/interactions)  - [--] Week [-------] +171% - [--] Month [---------] +177% - [--] Months [---------] +4,847% - [--] Year [---------] +434% ### Mentions: [--] [#](/creator/twitter::1754685696546136064/posts_active)  - [--] Week [---] -1.40% - [--] Month [---] +106% - [--] Months [-----] +2,912% - [--] Year [-----] +42,067% ### Followers: [------] [#](/creator/twitter::1754685696546136064/followers)  - [--] Week [-----] +9.70% - [--] Month [-----] +37% - [--] Months [-----] +315% ### CreatorRank: [-------] [#](/creator/twitter::1754685696546136064/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) #3003 [finance](/list/finance) 18.65% [technology brands](/list/technology-brands) 18.65% [cryptocurrencies](/list/cryptocurrencies) 2.38% [financial services](/list/financial-services) #843 [countries](/list/countries) 0.79% [automotive brands](/list/automotive-brands) 0.4% [gaming](/list/gaming) 0.4% [social networks](/list/social-networks) 0.4% [celebrities](/list/celebrities) 0.4% **Social topic influence** [$cifr](/topic/$cifr) #23, [cifr](/topic/cifr) #12, [$iren](/topic/$iren) #15, [ai](/topic/ai) 11.9%, [$nbis](/topic/$nbis) #16, [in the](/topic/in-the) 10.71%, [$bitf](/topic/$bitf) #165, [$crwv](/topic/$crwv) #125, [ceo](/topic/ceo) #2422, [bullish](/topic/bullish) #149 **Top accounts mentioned or mentioned by** [@frameworkwisely](/creator/undefined) [@bitcoinbutcher1](/creator/undefined) [@user889889](/creator/undefined) [@cipherinc](/creator/undefined) [@rftylerpage](/creator/undefined) [@danroberts0101](/creator/undefined) [@investortobacco](/creator/undefined) [@jiahanjimliu](/creator/undefined) [@samsolid57](/creator/undefined) [@goingtobillions](/creator/undefined) [@mikealfred](/creator/undefined) [@hughhermann3](/creator/undefined) [@dantheslsman](/creator/undefined) [@lazaruscapital](/creator/undefined) [@fransbakker9812](/creator/undefined) [@petrakov47](/creator/undefined) [@markosaaig](/creator/undefined) [@atsomepointlets](/creator/undefined) [@mbhogan](/creator/undefined) [@justcohl](/creator/undefined) **Top assets mentioned** [Cipher Mining Inc. Common Stock (CIFR)](/topic/$cifr) [Iris Energy Limited (IREN)](/topic/$iren) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Bitfarms Ltd. (BITF)](/topic/$bitf) [CoreWeave, Inc (CRWV)](/topic/$crwv) [TeraWulf Inc. (WULF)](/topic/$wulf) [Advanced Micro Devices (AMD)](/topic/$amd) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Applied Digital Corp. (APLD)](/topic/$apld) [Microsoft Corp. (MSFT)](/topic/microsoft) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Metadium (META)](/topic/$meta) [Galaxy Digital Inc. (GLXY)](/topic/$glxy) [Bitcoin (BTC)](/topic/bitcoin) ### Top Social Posts Top posts by engagements in the last [--] hours "You can buy $BITF for a 3B mkt cap and 300MW AI/HPC Pipeline or you can buy $CIFR for 7.4B and 2.8GW AI/HPC Pipeline and ready to serve now. were just getting started $CIFR Texas" [X Link](https://x.com/anyuser/status/1979316326834540715) 2025-10-17T22:39Z [----] followers, 63.1K engagements "Cipher Mining $CIFR redeems all its outstanding warrants. 🔥 This means the company is forcing warrant holders to convert them into common stock (if it's profitable for them) or lose them. The action is seen as bullish because it: [--]. Removes Future Dilution: It cleans up the company's financial structure by eliminating the future threat of new shares being issued (dilution) which would normally pressure the stock price. [--]. Simplifies Capital Structure: It simplifies the balance sheet which is generally viewed positively by investors. [--]. The warrants the Cipher mining redeemed were originally" [X Link](https://x.com/ilzmcfly/status/1993681386285244874) 2025-11-26T14:00Z [----] followers, 76K engagements "Keep in mind $CIFR has 370MW in near near term for AI/HPC. They also have 270MW operating today for BTC Mining if they ever decide to convert that. Thats 640MW that can be leased in [----]. 1GW at Colchis is also possible 👀 Short Term PT $30 🐎" [X Link](https://x.com/ilzmcfly/status/2011495195041210639) 2026-01-14T17:46Z [----] followers, [----] engagements "TYLER PAGE ON WEST TEXAS AND THE NATURAL GAS POWER ABUNDANCE $CIFR @CipherInc @rftylerpage 🏇 (Needham Conference Jan 13th 2026) Could we add our own on-site generation to our existing sites Lots of folks are chasing that certainly the hyperscalers have talked about that. Traditional energy and oil and gas companies are talking about that. There are some engineering challenges like the load profile of a whole bunch of GPUs causes some challenges interacting directly with an energization apparatus. So its not as simple as buy some turbines and plug them in here. I've been saying that West" [X Link](https://x.com/ilzmcfly/status/2012308269390242037) 2026-01-16T23:37Z [----] followers, [----] engagements "People are complaining about $IREN not announcing a deal but they're missing the big picture: the longer the wait the higher the price per MW they'll eventually command. This results in a higher enterprise value for shareholders Thats [----] Energized Megawatts energized in [----] that has skyrocketed in value. The 2000MW's alone could be worth $20B to $30B in enterprise value once fully operational not including the additonal EV from GPU's for its cloud solutions which is worth $$Billions. Not to mention [--] year DC + GPU payoffs. After 2031-2033 any colocation + cloud revenue will be extremely" [X Link](https://x.com/ilzmcfly/status/2015167029129437394) 2026-01-24T20:57Z [----] followers, 20.2K engagements "Seeing $IREN $CIFR down right now while $CRWV got a $2B Injection from $NVDA is laughable. The market clearly doesnt understand whats going on. This about the ability to turn GPUs in to live running machines at speed. Step it up pls. 🐎" [X Link](https://x.com/ilzmcfly/status/2015813345857741008) 2026-01-26T15:45Z [----] followers, 26.3K engagements "$IREN x $AMZN 👀❓ CEO Hinted at this Sept [--] on CNBC with Jon Fortt. $iren will announce a deal with $AMZN Feb 5th when they report earnings. IREN CEO previously hinted at a deal with AWS. IREN moved up earnings to the same date as $amzn. AWS is expected to add 4gw-5gw in [----] IREN will be part of that. Expecting the stock to push $100 in $iren will announce a deal with $AMZN Feb 5th when they report earnings. IREN CEO previously hinted at a deal with AWS. IREN moved up earnings to the same date as $amzn. AWS is expected to add 4gw-5gw in [----] IREN will be part of that. Expecting the stock to" [X Link](https://x.com/ilzmcfly/status/2015960066118021459) 2026-01-27T01:28Z [----] followers, 39.4K engagements "BULLISH $IREN $CIFR Microsoft pulls back after management said Azure growth remains capacity constrained and not all incremental capex will be directed to Azure. Eventually they will need to increase Azure CAPEX to keep up with demand AI is a Virtuous Cycle 🤯 🐎 $MSFT Q3 OUTLOOK Revenue $81.3B (+16% YoY) Azure +38% with Cloud gross margin 65% Capex down sequentially Microsoft pulls back after management said Azure growth remains capacity constrained and not all incremental capex will be directed to Azure. https://t.co/HVyjcAcqAr $MSFT Q3 OUTLOOK Revenue $81.3B (+16% YoY) Azure +38% with" [X Link](https://x.com/ilzmcfly/status/2016690952593646000) 2026-01-29T01:52Z [----] followers, 15.7K engagements "$IREN Nothing has happened yet. The ONLY Vertically Integrated player with the ability to provide 2GW of power this year. [----] will be the year for the taking 2GW of Renewable Grid-Energy New SPP site on the way 🤫 Multiple Hundred Thousand's of GPU's to be procured. Next week is earnings whether we get a deal announcement or not doesnt matter to me. I want something that will be cooked well. Paytience 🔥 $100B Mkt Cap Is on the table. PT $306 https://twitter.com/i/web/status/2016948765739950124 https://twitter.com/i/web/status/2016948765739950124" [X Link](https://x.com/ilzmcfly/status/2016948765739950124) 2026-01-29T18:57Z [----] followers, 17.1K engagements "but somewhat "less" risky It's not as obvious of an investment like $IREN $CIFR Is a $NBIS Bull slowly admitting that having large access to power and talented AI DC Operators better than a software team. 🤔 My Point would be that you cant sell fish to a fisherman but you can sell a rod and a boat to a fisherman 😉 fisherman = Hyperscalers $NBIS deal with $MFST was solely for the purpose of the 300MW of power of at the NJ DC ($NBIS doesnt own). $NBIS knowns this which is why they are out acquiring power at MO and Alabama For the $META deal: "We could have sold more": Volozh stated that the" [X Link](https://x.com/ilzmcfly/status/2018011868070035842) 2026-02-01T17:21Z [----] followers, [----] engagements "$IREN has scaled to $3.4B in ARR for [----] using 16% of their available owned capacity (Not Including rumours of their new Oklohoma site). $NBIS has scaled to $7B to $9B in ARR by [----] using 100% of their available leased capacity. Will the great flip happen in 2026" [X Link](https://x.com/ilzmcfly/status/2018084494134108619) 2026-02-01T22:10Z [----] followers, 53.2K engagements "@Lazarus_Capital Yes exactly very similar to $CRWV but less debt heavy. This is why I bought it in the $30s and rode it until they sold out all capacity" [X Link](https://x.com/ilzmcfly/status/2018119876900945946) 2026-02-02T00:30Z [----] followers, [---] engagements "$IREN GPU STATUS💥 Q1 [----] (Current) [-----] GPUs = $500M LESS than 2% of their overall footprint. Q4 [----] (Milestone) [------] GPUs (6.1x)= $3.4B (6.8x) 16% of their overall footprint. [----] (Goal) [------] GPUs (6.25x) = $21.25B (6.25x) 100% of their overall footprint. *Estimated could be more GPU's. [--] Year DC + GPU Payoffs. https://twitter.com/i/web/status/2018137341337170382 https://twitter.com/i/web/status/2018137341337170382" [X Link](https://x.com/ilzmcfly/status/2018137341337170382) 2026-02-02T01:40Z [----] followers, [----] engagements "$IREN 🔥 SW1 Energization sooner 👀 $IREN is building a 1.4GW bulk substation at Sweetwater Texas. The utility is providing a switchyard that is capable of transporting 3GW of power from the Texas grid to coops and wholesale clients in the region. So if the switch can handle 3GW then why are they expanding it https://t.co/zV4QG5wVAX $IREN is building a 1.4GW bulk substation at Sweetwater Texas. The utility is providing a switchyard that is capable of transporting 3GW of power from the Texas grid to coops and wholesale clients in the region. So if the switch can handle 3GW then why are they" [X Link](https://x.com/ilzmcfly/status/2018195528920510739) 2026-02-02T05:31Z [----] followers, [----] engagements "Besides $IREN Let's talk about protecting your money if using a Bank. What happens if there is a run on the banks Any cash kept in the bank is therefore on the banks balance sheet and is being lent out. Meaning your money is lent out. How to protect yourself if there is a run on the bank. There is really two ways. If you operating within a bank hold liquid assets which are legally held within a trust in the bank and protected. uninvested cash in your account can be lent out Or dont operate with a bank. Attached: US & CAD Protection Overview https://twitter.com/i/web/status/2018504073595531762" [X Link](https://x.com/ilzmcfly/status/2018504073595531762) 2026-02-03T01:57Z [----] followers, [----] engagements "👀 @FransBakker9812 [--] customers 50MW and up the largest is over 1GW Previously largest was 130MW. Current mix: 9x 50-129MW 1x 130MW 1x 1GW+ Several parks in late-stage negotiations capacity unknown. I wonder for who $IREN $APLD $CIFR $WULF $BITF So $WULF will get some power that's great. +11.53% in pre-market. I wish there was another company that would get more power. Too bad the PSO doesn't disclose their customer names Oh well Wen deal https://t.co/CYS4FXJCHZ So $WULF will get some power that's great. +11.53% in pre-market. I wish there was another company that would get more power. Too" [X Link](https://x.com/ilzmcfly/status/2018702805553336648) 2026-02-03T15:07Z [----] followers, [----] engagements "@Lazarus_Capital Your asking the wrong questions Lazarus. Why are they are going out and acquiring power How are they acquiring it Why arent others acquiring it too $GLXY got approved. $CIFR acquired [----] power and uncertain power for [----]. Its not that easy. Kudos to $WULF" [X Link](https://x.com/ilzmcfly/status/2018730680469926222) 2026-02-03T16:57Z [----] followers, [---] engagements "There is a difference between having capacity and having the ability to lease out that capacity. Most companies for example $CIFR $APLD & $WULF who know how to build have leased out almost all their energized capacity for [----] and having hyperscaler asking for 2026-2027. If you listen to the $CIFR Call you would understand that there is power available you just need to scrap through and find it. Teams like $CIFR & $WULF are smaller and more nimble which actually makes them better at finding power than Hyperscalers. $CIFR CEO even said that. So I dont think power being acquired is a negative." [X Link](https://x.com/ilzmcfly/status/2018738795038875655) 2026-02-03T17:30Z [----] followers, [---] engagements "@Lazarus_Capital Oh brother 😂. Do you know that this site was acquired in september of [----] right Way before Hyperscalers are signing $B leases for 5-15 years out. The only case you have here is AI will not grow. If that is the case then short every AI stock" [X Link](https://x.com/ilzmcfly/status/2018753350607544728) 2026-02-03T18:28Z [----] followers, [--] engagements "So allot of $AMD Bears are cheering but they are entirely missing the point here" [X Link](https://x.com/ilzmcfly/status/2018836437504770479) 2026-02-03T23:58Z [----] followers, [----] engagements "@petrakov47 Okay now show me that it's $AMD" [X Link](https://x.com/ilzmcfly/status/2018852317005795461) 2026-02-04T01:01Z [----] followers, [---] engagements "@jukan05 None of that is important. We all know nothing major will happend until they ramp MI400 Series 2H 2026" [X Link](https://x.com/ilzmcfly/status/2018871987675029623) 2026-02-04T02:19Z [----] followers, [----] engagements "Let's all be frank with each other. this is one beautiful ugly chart. $IREN and the rest of the market is tumbling. If the market gets really UGLY for some apparent reason then we can go all the way back down to $30 Valuations are compressing. This is Wall Streets Game and we cant do anything about it. Nothing has happened yet though. Know what you own. https://twitter.com/i/web/status/2019097968092025306 https://twitter.com/i/web/status/2019097968092025306" [X Link](https://x.com/ilzmcfly/status/2019097968092025306) 2026-02-04T17:17Z [----] followers, 17K engagements "$BITF IS A $1.98" [X Link](https://x.com/ilzmcfly/status/2019105648324079839) 2026-02-04T17:47Z [----] followers, [---] engagements ""Concerns about artificial intelligence's impact on the software sector have fueled plunging equity and debt prices for some companies' securities but the debt sale tied to the data center has been well-received by investors." $CIFR" [X Link](https://x.com/ilzmcfly/status/2019138794436677923) 2026-02-04T19:59Z [----] followers, [----] engagements "Ouuu baby looks like the best DC Players are about to start getting some really juicy rates. This is about get real interesting. 👀 $CIFR $IREN $WULF" [X Link](https://x.com/ilzmcfly/status/2019139503550763143) 2026-02-04T20:02Z [----] followers, [----] engagements "@bitcoinbutcher1 @rftylerpage and $CIFR is at $13.91. Like wtf is Wall Street doing" [X Link](https://x.com/ilzmcfly/status/2019139907672007035) 2026-02-04T20:04Z [----] followers, [---] engagements "@MentoviaX Well I mean the reason why the stock went from $200 to $260 again is cause this time they thought $AMD was going to explode from the chip price increases but thats not the case. Anyways the Data Center server side is well intact" [X Link](https://x.com/ilzmcfly/status/2019214426004468149) 2026-02-05T01:00Z [----] followers, [---] engagements "@MarkosAAIG Samsung will be a key supplier of memory for $AMD 👀" [X Link](https://x.com/ilzmcfly/status/2019439735240876502) 2026-02-05T15:55Z [----] followers, [---] engagements "@FransBakker9812 @litigious_dulce He means if stock goes down he will cry" [X Link](https://x.com/ilzmcfly/status/2019514845700464844) 2026-02-05T20:53Z [----] followers, [---] engagements "OMG $IREN $AMD 🚨 JUST IN: $AMZN guides for [----] CapEx of $200B vs. $146B expected. 🤯 https://t.co/ELR3y8hE7Z 🚨 JUST IN: $AMZN guides for [----] CapEx of $200B vs. $146B expected. 🤯 https://t.co/ELR3y8hE7Z" [X Link](https://x.com/ilzmcfly/status/2019518105366495599) 2026-02-05T21:06Z [----] followers, 11.7K engagements "$IREN is in multiple advanced customer discussion Demand is stronger than ever Earnings Call" [X Link](https://x.com/ilzmcfly/status/2019536865976807487) 2026-02-05T22:21Z [----] followers, [----] engagements "Both my top position $IREN & $AMD are down on short term fuzzy noise. The mid to long-term is where we win" [X Link](https://x.com/ilzmcfly/status/2019537889319920121) 2026-02-05T22:25Z [----] followers, [----] engagements "$IREN $28.33 HOLY FUCK" [X Link](https://x.com/ilzmcfly/status/2019545097361109277) 2026-02-05T22:54Z [----] followers, 14.9K engagements "@user889889 I love colo because its easier to lease a site but cloud will deliver more shareholder value" [X Link](https://x.com/ilzmcfly/status/2019545441353056292) 2026-02-05T22:55Z [----] followers, [---] engagements "That is less than $IREN entire energy portfolio 🤯 WTF $AMZN CEO just said they AWS added 3.9GW in the past year which is equivalent to [--] nuclear plants. They added 1.2GW in Q4 alone & expect to double total capacity again by end of [----]. Power is clearly the gating resource in the largest industrial buildout of modern history. https://t.co/ZYtG1sy6WM $AMZN CEO just said they AWS added 3.9GW in the past year which is equivalent to [--] nuclear plants. They added 1.2GW in Q4 alone & expect to double total capacity again by end of [----]. Power is clearly the gating resource in the largest" [X Link](https://x.com/ilzmcfly/status/2019552574358319157) 2026-02-05T23:23Z [----] followers, 60.6K engagements "And you bearish $IREN $IREN literally added 1.6GW of power and are REALLY in multiple discussions for multi B $ deals 🐂 Capex guidance for FY26 mega-cap tech (so far): Amazon: $200B Google: $180B Meta: $122B Microsoft: $120B Tesla: $20B Apple: $13B TOTAL: $655B Thats more than the entire GDP of Sweden https://t.co/TBqZWqexe3 Capex guidance for FY26 mega-cap tech (so far): Amazon: $200B Google: $180B Meta: $122B Microsoft: $120B Tesla: $20B Apple: $13B TOTAL: $655B Thats more than the entire GDP of Sweden https://t.co/TBqZWqexe3" [X Link](https://x.com/ilzmcfly/status/2019553178925359212) 2026-02-05T23:26Z [----] followers, [----] engagements "Fundementally nothing has changed for $IREN since ATH a matter in fact everything has gotten better. More MW's for AI. Capex spending way higher on AI as a sector. Everything running smoothly on time. So why is the stock down My guess too many retailers were piling in and they are using this AI scare as a excuse to kick everyone out. What sucks is $HIMS went from $62 to $22 in [--] months because the business materially changed. This was a stock retailers massively piled into. The difference is $IREN went from $76 to $31 and everything has gotten materially better." [X Link](https://x.com/ilzmcfly/status/2019560687442502077) 2026-02-05T23:56Z [----] followers, [----] engagements "@HyperTechInvest They liked it last week with $WULF. This week they dont. Market is irrational and completely stupid right now" [X Link](https://x.com/ilzmcfly/status/2019561419759579300) 2026-02-05T23:58Z [----] followers, [----] engagements "@atsomepointlets @Jerryone001 No its not. They secured their pipeline size. Meaning they got the equivalent of $bitfs pipeline size but secured for energization" [X Link](https://x.com/ilzmcfly/status/2019595212310638627) 2026-02-06T02:13Z [----] followers, [---] engagements "I heard maybe a deal next week $CIFR" [X Link](https://x.com/ilzmcfly/status/2019785535766560947) 2026-02-06T14:49Z [----] followers, [----] engagements "Any deal from $CIFR now for energy in [--------] and [----] is bullish for the DCs as a whole. It shows that anyone who has the capability to build can sell out capacity in advance and the demand is strong I will be paying close attention to $CIFR 🐎" [X Link](https://x.com/ilzmcfly/status/2019785941104079055) 2026-02-06T14:51Z [----] followers, [----] engagements "My brother bought $IREN yesterday overnight at $32 he is now up 33%. This is why entry points matter" [X Link](https://x.com/ilzmcfly/status/2019822870034280712) 2026-02-06T17:17Z [----] followers, 73.7K engagements "$IREN WOW $IREN dropped to $29 after hours yesterday. It is trading at $43 today. That is a 50% swing in less than [--] hours. Someone once tried convincing me that retail investors were smarter and more nimble than the institutions. Can someone explain to me what new information we got https://t.co/7aC78SWUmf $IREN dropped to $29 after hours yesterday. It is trading at $43 today. That is a 50% swing in less than [--] hours. Someone once tried convincing me that retail investors were smarter and more nimble than the institutions. Can someone explain to me what new information we got" [X Link](https://x.com/ilzmcfly/status/2019827931347054770) 2026-02-06T17:38Z [----] followers, [----] engagements "BULLISH $IREN $NBIS $CRWV 🚨 JUST IN: Jensen Huang says GPUs sold six years ago are rising in price. Another argument against the GPU obsolescence bear case. VERY bullish for AI infrastructure stocks. https://t.co/EpISrTl0dq 🚨 JUST IN: Jensen Huang says GPUs sold six years ago are rising in price. Another argument against the GPU obsolescence bear case. VERY bullish for AI infrastructure stocks. https://t.co/EpISrTl0dq" [X Link](https://x.com/ilzmcfly/status/2019831479631786006) 2026-02-06T17:52Z [----] followers, [---] engagements "$AMD Is so cheap right now $AMD is down more than 13% in the last [--] days Makes no sense: Revenue $10.27B (+34% YoY) EPS $1.53 beat estimates Data center revenue $5.4B (+39% YoY) CEO Lisa Su said AI is accelerating at a pace that I would not have imagined. Seems Wall Street does not agree $AMD $AMD is down more than 13% in the last [--] days Makes no sense: Revenue $10.27B (+34% YoY) EPS $1.53 beat estimates Data center revenue $5.4B (+39% YoY) CEO Lisa Su said AI is accelerating at a pace that I would not have imagined. Seems Wall Street does not agree $AMD" [X Link](https://x.com/ilzmcfly/status/2019837932677525923) 2026-02-06T18:17Z [----] followers, [---] engagements "@matthew_sigel @brockfastnut I heard $CIFR has a site in PJM too 👀" [X Link](https://x.com/ilzmcfly/status/2019857585432887447) 2026-02-06T19:35Z [----] followers, [---] engagements "$CIFR $WULF $BITF 👀 Interesting to see how the grid economics are going in PJM $IREN PJMs December auction was short [---] GW for one year. Now the largest grid warns the cumulative gap will reach [--] GW over the next decade at a $180B cost. https://t.co/ByVUKaxkoH PJMs December auction was short [---] GW for one year. Now the largest grid warns the cumulative gap will reach [--] GW over the next decade at a $180B cost. https://t.co/ByVUKaxkoH" [X Link](https://x.com/ilzmcfly/status/2019858478039461897) 2026-02-06T19:39Z [----] followers, [----] engagements "Some good insight here Even for $IREN 👏 $NBIS and a few admittedly rudimentary observations from earnings this past week. Hyperscalers are putting more money into Ai capex than anticipated by the street. Over 500B in [----] just from Google Meta and Amazon. The Ai infrastructure thesis is stronger than ever in terms $NBIS and a few admittedly rudimentary observations from earnings this past week. Hyperscalers are putting more money into Ai capex than anticipated by the street. Over 500B in [----] just from Google Meta and Amazon. The Ai infrastructure thesis is stronger than ever in terms" [X Link](https://x.com/ilzmcfly/status/2019892178143596914) 2026-02-06T21:53Z [----] followers, [----] engagements "@bitcoinbutcher1 Yeah minus the buildout with the buildout were looking at $52.5 roughly saved if were using the same $CIFR build costs" [X Link](https://x.com/ilzmcfly/status/2019927958337560763) 2026-02-07T00:15Z [----] followers, [----] engagements "$IREN we need more supply Lambda Cloud just hit 100% utilization. Lambda Cloud just hit 100% utilization" [X Link](https://x.com/ilzmcfly/status/2020291804696822197) 2026-02-08T00:21Z [----] followers, [----] engagements "Some $IREN $CIFR alpha Jensen Huangs interview had a few important tells. The $NVDA GPU depreciation overhang on AI utilities like $NBIS $IREN $CIFR & $CRWV is fading right as hyperscaler CapEx + GPU demand re-accelerate. This is still early innings of the largest industrial buildout of our time. https://t.co/9ftsGrM0J8 Jensen Huangs interview had a few important tells. The $NVDA GPU depreciation overhang on AI utilities like $NBIS $IREN $CIFR & $CRWV is fading right as hyperscaler CapEx + GPU demand re-accelerate. This is still early innings of the largest industrial buildout of our time." [X Link](https://x.com/ilzmcfly/status/2020292640680685897) 2026-02-08T00:24Z [----] followers, [----] engagements "Whats great is that by leasing with $IREN $CIFR $WULF or any other DC players they wont have to dent the balance sheet with one time CAPEX spend and can quickly convert some of this spend to OPEX. This is uber bullish for $NVDA and $AMD shareholders. This will be a great year for AI as we are still in the first inning of the buildout. Hyperscalers are guiding $660 billion in capex for 2026: $GOOGL - $180B $AMZN - $200B $MSFT - $130B $META - $125- $135B This is insanity https://t.co/XeCUWYhZ5J Hyperscalers are guiding $660 billion in capex for 2026: $GOOGL - $180B $AMZN - $200B $MSFT - $130B" [X Link](https://x.com/ilzmcfly/status/2020299013573017734) 2026-02-08T00:49Z [----] followers, [----] engagements "Over the weekend I posted some napkin math on how much in just colo fees a hyperscaler would save by buying $IREN at $14B. This was temporarily reposted by @danroberts0101 CEO of $IREN 🙌 Using the same build costs as $CIFR for 4500MW of DC capacity it would roughly be $30B. Add the $14B E/V and thats a total cost of $44B at the time of the post for 4500MW of DC capacity. So if you take the same rate $CIFR charged to AWS for $IREN that would be a total of $82.5B in colocation fees by payed by as Hyperscaler for $IREN total capacity. Minus the $82.5 with the total cost a Hyperscaler would pay" [X Link](https://x.com/ilzmcfly/status/2020343816947917056) 2026-02-08T03:47Z [----] followers, [---] engagements "@samsolid57 $IREN spent multiple years trying to secure that capacity for Okhlohoma. If $NBIS announces a site it will be a gas on-site generation plant like NJ. MO will prob be that site announcement" [X Link](https://x.com/ilzmcfly/status/2020538641739620682) 2026-02-08T16:42Z [----] followers, [---] engagements "$IREN Colocation side of the business is valued at roughly $52.5B E/V for its 4.5GW secured capacity. $IREN Founders have majority control and would never allow a hostile bid takeover. I dont believe they would accept anything below $50B if that was the case. Undervalued. @Craignelson0 @ilzmcfly @danroberts0101 Based on the napkin math in the analysis the break-even acquisition price (where savings are zero) implies an enterprise value of about $52.5B for IREN. With 332M shares outstanding that estimates a share price of roughly $158. Note this is speculative and ignores costs @Craignelson0" [X Link](https://x.com/ilzmcfly/status/2020548734120050791) 2026-02-08T17:22Z [----] followers, 14.6K engagements "Colocation is allot easier and cheaper to do than providing Colocation + Cloud like $IREN is doing. Dealing with the financing and GPU procurements is not as easy as some people may think. $CIFR and $IREN have the best teams capable of executing on their capacity. $CIFR has leased all of its available enerized MW's and is already in talks to lease sites in advance to energization dates for [----] and [----]. If $IREN was doing colocation only you would have seen them already quickly convert at least half their 4.5GW pipeline by now because those MW's are secured for energization in [----] [----] and" [X Link](https://x.com/ilzmcfly/status/2020557542561124403) 2026-02-08T17:57Z [----] followers, [----] engagements "@jacob_kim1988 @danroberts0101 Im sure they would love 100% renewable energy 😉" [X Link](https://x.com/ilzmcfly/status/2020562111789764673) 2026-02-08T18:15Z [----] followers, [---] engagements "@EndicottInvests Impossible We dont touch anything $NBIS. Its poison" [X Link](https://x.com/ilzmcfly/status/2020572036095971810) 2026-02-08T18:54Z [----] followers, [---] engagements "@proof_of_thermo $CIFR lists sites that hasnt secured energization yet $IREN waits until they are secured for energization. Confidence vs certainty is a huge difference" [X Link](https://x.com/ilzmcfly/status/2020577477949821145) 2026-02-08T19:16Z [----] followers, [----] engagements "@MB_Hogan Both are great $IREN def has a stronger pipeline by far 👀" [X Link](https://x.com/ilzmcfly/status/2020581847848325246) 2026-02-08T19:33Z [----] followers, [---] engagements "@JustCohl @MB_Hogan You're wallet will hate you" [X Link](https://x.com/ilzmcfly/status/2020587897116885258) 2026-02-08T19:57Z [----] followers, [--] engagements "$CIFR is great no doubt I was fully invested in them at one point. But $IREN is building a cloud solution there are more points of monetization. They also pay off their DC and GPUs in [--] years instead of [--] like $CIFR. So Time to higher free cash flows is [--] years faster than CIFR from the colo side of the business. Also $IREN has a better and larger pipeline of secured MWs. https://twitter.com/i/web/status/2020897780634411304 https://twitter.com/i/web/status/2020897780634411304" [X Link](https://x.com/ilzmcfly/status/2020897780634411304) 2026-02-09T16:29Z [----] followers, [---] engagements "Are the rumours true $IREN x Anthropic 👀🔥 *ANTHROPIC MULLS SECURING 10GIGAWATTS OF CAPACITY: THE INFORMATION Anthropic has privately discussed getting [--] GW by renting capacity from cloud providers and notably by leasing its own data center spacemeaning it would likely purchase/operate the server equipment inside. *ANTHROPIC MULLS SECURING 10GIGAWATTS OF CAPACITY: THE INFORMATION Anthropic has privately discussed getting [--] GW by renting capacity from cloud providers and notably by leasing its own data center spacemeaning it would likely purchase/operate the server equipment inside" [X Link](https://x.com/ilzmcfly/status/2020909064671134084) 2026-02-09T17:14Z [----] followers, 25.6K engagements "@accounting_ds Allot of CPAs and Senior Accountants I know actually dont invest at all in the equities market" [X Link](https://x.com/ilzmcfly/status/2020984774282879273) 2026-02-09T22:14Z [----] followers, [--] engagements "@RHouseResearch @McnallieM Has nothing to do with $GLXY has to do with $CIFR's new site Colchis which was already critized by $WULF as being hard to energize" [X Link](https://x.com/ilzmcfly/status/2021074248035598353) 2026-02-10T04:10Z [----] followers, [---] engagements "Anthropic is looking for 10GW 👀 *ANTHROPIC MULLS SECURING 10GIGAWATTS OF CAPACITY: THE INFORMATION Anthropic has privately discussed getting [--] GW by renting capacity from cloud providers and notably by leasing its own data center spacemeaning it would likely purchase/operate the server equipment inside. So let's see which cloud and colocation providers have the available capacity at the moment to lease or rent to them: (Secured Capcity = MW's certain for energization or energized already) *No Pipelines *No Sites with uncertain energization capability *No sites already leased *Available to" [X Link](https://x.com/ilzmcfly/status/2021076515383832670) 2026-02-10T04:19Z [----] followers, [---] engagements "@user889889 Colchis does not they have AEP agreement not ERCOT" [X Link](https://x.com/ilzmcfly/status/2021226014592967146) 2026-02-10T14:13Z [----] followers, [--] engagements "@TheMarketJarl How much is software apart revenue for $NBIS" [X Link](https://x.com/ilzmcfly/status/2021468267811053736) 2026-02-11T06:16Z [----] followers, [---] engagements "$IREN is trading at $14B Mkt Cap and has 4.5GW of secured energized capacity for AI/HPC available to lease. $CIFR is trading at $6B Mkt Cap and has 370MW of secured energized capacity for AI/HPC available to lease. Make that make sense. I love $CIFR but there is big discorrelation in $IREN's share price right now. https://twitter.com/i/web/status/2020555665492550027 https://twitter.com/i/web/status/2020555665492550027" [X Link](https://x.com/ilzmcfly/status/2020555665492550027) 2026-02-08T17:49Z [----] followers, 61.6K engagements "@InvestorTobacco They expect 800-1000MW of connected from the 2GW contracted. So how much do they expect Active If you cant answer a simple question it tells you allot" [X Link](https://x.com/ilzmcfly/status/2022122011276062929) 2026-02-13T01:33Z [----] followers, [---] engagements "Cipher Mining : The Master Infrastructure Breakdown The Thesis: Cipher is pivoting from a pure Bitcoin miner to a dual-strategy developer of HPC (High-Performance Computing) & AI Data Centers. Their value lies in controlling massive blocks of power in a constrained US grid. (*FYI keep in mind that as per CEO said deals can be sign well in advance to their energization dates espcially for big sites who need [--] months + to build.) (*This breakdown does not include Stingray and Reveille which are closer in the queue.) [--]. The Asset Portfolio: "The [--] Ms" & Colchis" [X Link](https://x.com/ilzmcfly/status/1996760187676336597) 2025-12-05T01:55Z [----] followers, [----] engagements "Cipher Mining 28th Annual Needham Growth Conference: They are currently in active discussion for 370MW across Stingray Reveille and Ulysses. The pace of demand picked right back up after the holidays. We have multiple Hyperscalers interested in several of our sites. He mentioned nothing is finalized until a deal is struck so never hatch your eggs to early. They have spoken to everyone in the space from neo-clouds to hyperscalers to sovereigns and family offices and things like that that might be interested. The debt market views $CIFR as less risky Allot more to cover tonight in a full" [X Link](https://x.com/ilzmcfly/status/2011186538106011755) 2026-01-13T21:20Z [----] followers, 13.6K engagements "Full transparency I sold out of $CIFR this morning. As much as I love the company I decided short term there are better positions to be in. Since I bought it in early December It has been the top performing miners even outperforming $IREN. I believed at that time it was undervalued compare to its assets. As we know now $CIFR is monetizing 370MW across its portfolio and has 1GW with a AEP Interconnection with 1.5GW in the pipeline waiting on ERCOT next step approval. I still believe $CIFR has allot of upside and I will look to re-enter in the future but in the short to mid term I believe $IREN" [X Link](https://x.com/ilzmcfly/status/2014731479549354336) 2026-01-23T16:06Z [----] followers, 44.7K engagements "$IREN Some players in the space talking about how it could be Anthropic because of this Software talk with a potential tenant. What if its xAI instead 👀 Elongate your timeline. This space will run for awhile - ifykyk" [X Link](https://x.com/ilzmcfly/status/2020741260458299479) 2026-02-09T06:07Z [----] followers, [----] engagements "$CIFR is moving like there will be a deal this week 👀" [X Link](https://x.com/ilzmcfly/status/2021253452106469735) 2026-02-10T16:02Z [----] followers, 14K engagements "$CIFR Right now" [X Link](https://x.com/ilzmcfly/status/2021260338721620223) 2026-02-10T16:29Z [----] followers, [----] engagements "@user889889 @Allstarsv16 That's false listen to the earnings call again. Dan was very clear that they are finalizing a multi billion dollar contract" [X Link](https://x.com/ilzmcfly/status/2021283872772616541) 2026-02-10T18:03Z [----] followers, [---] engagements "@anandragn mgmt didnt offer much clarity sround forward deals Are you smoking crack Btw Clarity and Visibility are the same thing kid. Here is youre clarity: MULTIPLE advanced negotiations as execuation and financing progresses" [X Link](https://x.com/ilzmcfly/status/2021320571347161573) 2026-02-10T20:29Z [----] followers, [----] engagements "Hmmm $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/ilzmcfly/status/2021335867827327297) 2026-02-10T21:30Z [----] followers, 79.4K engagements "Sometimes it's so obvious its right in your face and everyone wants to point you the other way. $IREN" [X Link](https://x.com/ilzmcfly/status/2021335901079732612) 2026-02-10T21:30Z [----] followers, [----] engagements "🫵😂 Add ZETA OSCR PGY NBIS I know this is going to be hard to hear but if your entire portfolio consists of HIMS HOOD PLTR etc you are not a serious investor. You are a fad stock investor. For a period of time fad stocks can work. But you wont actually be able to build a career on it. Maybe thats OK. I know this is going to be hard to hear but if your entire portfolio consists of HIMS HOOD PLTR etc you are not a serious investor. You are a fad stock investor. For a period of time fad stocks can work. But you wont actually be able to build a career on it. Maybe thats OK" [X Link](https://x.com/ilzmcfly/status/2021336049981731064) 2026-02-10T21:30Z [----] followers, [----] engagements "@2qHA031dppMDvnm I wonder if that affects sites who already have grid secured power 👀" [X Link](https://x.com/ilzmcfly/status/2021377633238516155) 2026-02-11T00:15Z [----] followers, [---] engagements "Hmmm $IREN $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/ilzmcfly/status/2021389175497376047) 2026-02-11T01:01Z [----] followers, [----] engagements "@jiahanjimliu @Yuchenj_UW Anthropic looks like the best partner" [X Link](https://x.com/ilzmcfly/status/2021486808845140025) 2026-02-11T07:29Z [----] followers, [---] engagements "@MB_Hogan @jiahanjimliu Thank you for your honesty Mark your are valorant soldier. In [----] $CRWV spent these two years building the foundation of what would become their proprietary software layer. I think in today's age with the amount of AI software devs there are out there it can be done in 1" [X Link](https://x.com/ilzmcfly/status/2021620855760203825) 2026-02-11T16:22Z [----] followers, [---] engagements "In [----] $CRWV spent these two years building the foundation of what would become their proprietary software layer. I think in today's age with the amount of AI software devs there are out there it can be done in [--]. IREN is also in a better capital position in [----] than CRWV was in [----]. If you're talking about premium then define the figure. We have more AI software engineers in [----] then we did in [----]. In [----] CRWV had merely $1.2M in capital and managed to launched their software in [--] years. In [----] IREN has $2.8B in cash. Like I said you're software argument is broken." [X Link](https://x.com/ilzmcfly/status/2021644070116823514) 2026-02-11T17:54Z [----] followers, [---] engagements "Pam Bondi Needs to go to jail for lying about the Dow" [X Link](https://x.com/ilzmcfly/status/2022051334997086671) 2026-02-12T20:53Z [----] followers, [---] engagements "$CIFR BULLISH 🔥 *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/ilzmcfly/status/2019047589417824610) 2026-02-04T13:57Z [----] followers, [----] engagements "WOW $CIFR 🔥 $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/ilzmcfly/status/2019136483219877927) 2026-02-04T19:50Z [----] followers, [----] engagements "$IREN $CIFR Bears are looking for signs of capitulation but holy sh*t no one is understanding what's about to come" [X Link](https://x.com/ilzmcfly/status/2019138063507628420) 2026-02-04T19:56Z [----] followers, [----] engagements "So the question is does $CIFR Balloon the previous loan or is this fresh new capital because something is coming up 👀" [X Link](https://x.com/ilzmcfly/status/2019145246584778922) 2026-02-04T20:25Z [----] followers, [----] engagements "Is this a reference to the the bond offering today or did $CIFR just hit oil 🤔 https://t.co/1otyHKfw5M https://t.co/1otyHKfw5M" [X Link](https://x.com/ilzmcfly/status/2019215544432619849) 2026-02-05T01:04Z [----] followers, 12.6K engagements "Yeah anyways $BITF is more cooked than anyone" [X Link](https://x.com/ilzmcfly/status/2019522145655640407) 2026-02-05T21:22Z [----] followers, [---] engagements "$IREN just secured $BITF and most other miners entire Pipeline in one site 🤯 And its energized sooner $IREN Power Portfolio is insane Now can they turn it into revenue that is the question in play. I will be listening to the call for signs of demand and weakness. Why was there no deal https://twitter.com/i/web/status/2019524397581889616 https://twitter.com/i/web/status/2019524397581889616" [X Link](https://x.com/ilzmcfly/status/2019524397581889616) 2026-02-05T21:31Z [----] followers, 17.1K engagements "$WULF CEO has criticized $CIFR's new 1GW Colchis site in the past estimated to be energized in [----]. He may be hinting at it again 👀 TeraWulf $WULF CFO last week on @McnallieM explaining why they haven't expanded their data center portfolio to the ERCOT region of Texas: "If you think you're getting power (from ERCOT) in [----] or [----]. you better have some politically connected people in your corner or https://t.co/vgyqJ4KVVz TeraWulf $WULF CFO last week on @McnallieM explaining why they haven't expanded their data center portfolio to the ERCOT region of Texas: "If you think you're getting" [X Link](https://x.com/ilzmcfly/status/2020972802426405353) 2026-02-09T21:27Z [----] followers, [----] engagements "Honestly amazing seeing some investors crack on $IREN due to price action and sentiment being swayed away by cry babies. People have no patience. "Oklahoma increasing secured grid-connected power to 4.5GW" Now go find me a site that has 2GW of grid-secured power and 1.6GW of grid-secured powered or something that even comes close to half of that. You wont. They are leveraging their power and playing the waiting game as said on the call. People are swayed by short term noise but are not looking forward at how strong the fundamental setup is. One contract will do to silence the babies. As a" [X Link](https://x.com/ilzmcfly/status/2021305321126314262) 2026-02-10T19:28Z [----] followers, 26.7K engagements "$IREN Getting some Youtube love 🙌 Wall Street just made a HUGE MISTAKE on $IREN Here's why I'm buying this stock right now: https://t.co/LhSFLYH4wt Wall Street just made a HUGE MISTAKE on $IREN Here's why I'm buying this stock right now: https://t.co/LhSFLYH4wt" [X Link](https://x.com/ilzmcfly/status/2021452743463010519) 2026-02-11T05:14Z [----] followers, [----] engagements "Iren So $IREN 1.4GW Sweetwater Site will be in full operation by 2027-2028. Energization hits in [----]. When it comes to signing large contracts being energized now is important to closing a cloud + colo deal. GPU procurement and financing on $IREN side must fall in line with date of DC operation. All this must be accounted for with the DC Build procurements. Now that this year 1400MW comes online $IREN can start securing deals for Sweetwater 2027-2028 operations. $IREN also has 450-500 Estimated MWs gross left at Childress that is energized and soon to be in operation for colo + cloud this" [X Link](https://x.com/anyuser/status/2012770041012400349) 2026-01-18T06:12Z [----] followers, 26.2K engagements "Wow $BE is just a beast of a energy stock. Q4 REV $777.7M vs $648.5M Q4 EPS $0.45 vs $0.31M" [X Link](https://x.com/ilzmcfly/status/2019527395049632244) 2026-02-05T21:43Z [----] followers, [---] engagements "Over the weekend I posted some napkin math on how much in just colo fees a hyperscaler would save by buying $IREN at $14B. This was temporarily reposted by @danroberts0101 CEO of $IREN 🙌 Using the same build costs as $CIFR for 4500MW of DC capacity it would roughly be $30B. Add the $14B E/V and thats a total cost of $44B at the time of the post for 4500MW of DC capacity. So if you take the same rate $CIFR charged to AWS for $IREN that would be a total of $82.5B in colocation fees payed by a Hyperscaler for $IREN total capacity. Minus the $82.5 [--] year colo fee with the total cost a" [X Link](https://x.com/ilzmcfly/status/2020351107852009788) 2026-02-08T04:16Z [----] followers, 108.7K engagements "If $CRWV started out as a Ethereum Mining company and transitioned into a software cloud solution. Then what makes you think $IREN cant Software is not a compelling argument as to why they havent announced a deal. It gives them optionality but in recent call they said closing a deal including software is not a problem in matter in fact they are working on one right now. Why Unlike power which takes years to get for example Gas Engines are backlogged until [----] multiple US States are stopping DC builds and grids are massively constraint. Software is easier to build and acquire from the time a" [X Link](https://x.com/ilzmcfly/status/2021618390066958792) 2026-02-11T16:12Z [----] followers, [----] engagements "$IREN 🤯 $433M IN Potential Inflows by being included in the MSCI USA Index effective February [--] Per Goldman Sachs. This means that ETFs and mutual funds that automatically track the MSCI index are now required to buy IREN shares to match the index's composition. Goldmach Sachs PT $39.00 cc: @bitcoinbutcher1 @ResearchVa https://twitter.com/i/web/status/2021762666767806705 https://twitter.com/i/web/status/2021762666767806705" [X Link](https://x.com/ilzmcfly/status/2021762666767806705) 2026-02-12T01:45Z [----] followers, 15.8K engagements "This is extremely bullish for $IREN as he is essentially describing a scenario where the bottleneck for AI progress is no longer human ingenuity but physical infrastructure. xAI cofounder has resigned and says "recursive self-improvement loops will likely go live within [--] months and the right tools could unlock 100x productivity" that means AI improving AI is most likely coming earlier than previously thought anthropic and openAI have been https://t.co/F63mdtOc4o xAI cofounder has resigned and says "recursive self-improvement loops will likely go live within [--] months and the right tools" [X Link](https://x.com/ilzmcfly/status/2021812480691872044) 2026-02-12T05:03Z [----] followers, 23.8K engagements "$IREN There was allot of point to in the call which I liked but these statements were often overlooked from the rest. Kent Draper: So we continue to believe that these chips will have a long economically useful lifetime in excess of the contract lengths that we are signing even the Microsoft one at [--] years. Dan Roberts: having now absorbed the capital requirements associated with our Microsoft deployment we're able to focus on converting a broader set of advanced customer negotiations into contracted revenue. 🐎 https://twitter.com/i/web/status/2021822214216073267" [X Link](https://x.com/ilzmcfly/status/2021822214216073267) 2026-02-12T05:42Z [----] followers, [----] engagements "So it took $NBIS [--] Datacenters to raise capacity by 500MW. (*Most of them owned). Hmm 👀 Does anyone know the energization dates and how they will be powered" [X Link](https://x.com/ilzmcfly/status/2022021752755564763) 2026-02-12T18:55Z [----] followers, [----] engagements "The difference here is that $NBIS has 170MW of Active Power and 2GW of contracted power (This is not defined of how much is colocation or ownership neither if its secured to actually energize). $IREN has 870MW of Active Power with 1400MW of Active power coming online in April. They also have an additional 2.2GW secured active power to come online in [----] and [----]. Big Difference here. $NBIS Guided. $IREN Secured. FinX cant wrap their head around that because they have a big bias" [X Link](https://x.com/ilzmcfly/status/2022096786014253350) 2026-02-12T23:53Z [----] followers, 23.3K engagements "$IREN Secured 4.5GW of Capacity $NBIS has guided 3GW of contracted end of [----]. Secured Guided Not sure how they guided 3GW of contracted end of [----] if they are moving 0.8-1GW of contracted to connected end of [----]. Somebody did not math the equation at $NBIS Know what you own. https://twitter.com/i/web/status/2022132941812302181 https://twitter.com/i/web/status/2022132941812302181" [X Link](https://x.com/ilzmcfly/status/2022132941812302181) 2026-02-13T02:17Z [----] followers, [----] engagements "@genZinvest0r Lol yes. 800MW - 1GW (Not +) is incremental to generating $7-$9B ARR. Do you think its going to come from air" [X Link](https://x.com/ilzmcfly/status/2022350641746645469) 2026-02-13T16:42Z [----] followers, [---] engagements "Thats correct I stated Active capacity is baked into connected. I also said they wont mark a 30-40% premium because of their software. Their software proves to have no revenue still. Its just a perk. What you failed to mention is that the 20% increase in Price per MW comparison comes from the fact that they are paying more for Colo and the they are using slightly more expensive GPUs than IREN. So the economics are quite the same here. https://twitter.com/i/web/status/2022367974020010130 https://twitter.com/i/web/status/2022367974020010130" [X Link](https://x.com/ilzmcfly/status/2022367974020010130) 2026-02-13T17:51Z [----] followers, [--] engagements "What Gen Z Fails to mention about $NBIS guide is that ARR Guidance of of $7-9B ARR includes the $1.25B/170MW Active. Therefore New [----] ARR is $5.75-7.75B with guided NEW connected capacity of 800MW to 1GW expected to turn into Active for the ARR. That means that on the low side $5.75B/800MW Active power equals to $7.19B price per MW Which falls in line with Y/E [----] of $1.25B/170MW Active which equals to $7.35B price per MW This is similar to $IREN's [----] Guide of $3.4B ARR/460MW = $7.39M price per MW Actually $IREN economics are way better because they are not paying colo fees. $NBIS also" [X Link](https://x.com/ilzmcfly/status/2022378051300966822) 2026-02-13T18:31Z [----] followers, [----] engagements "@longinvest32 no clearly not. Look at the cacluation. NBIS bulls mix up PaaS for SaaS. It's a free perk not palantir software" [X Link](https://x.com/ilzmcfly/status/2022380177679093797) 2026-02-13T18:39Z [----] followers, [--] engagements "@NeuralCadence Brother no one cares about your model we care about companies guidance. Go with company guidance not fairytail marc predictions 😂" [X Link](https://x.com/ilzmcfly/status/2022392045797863924) 2026-02-13T19:26Z [----] followers, [--] engagements "JPMorgan Chase increased its stake in $CIFR Cipher Mining by 996.9% in Q2 acquiring an additional [-------] shares to hold [-------] shares (about 0.57% of the company) worth roughly $10.6 million. Analysts have turned broadly bullishmultiple firms raised price targets and ratings (13 Buys [--] Hold [--] Sell) giving a consensus rating of "Moderate Buy" with a consensus price target of $24.73 Looks like Reginald & Jamie are prepping for a big [----] 🔥 🐂 https://twitter.com/i/web/status/1998416981528043833 https://twitter.com/i/web/status/1998416981528043833" [X Link](https://x.com/ilzmcfly/status/1998416981528043833) 2025-12-09T15:38Z [----] followers, 43.4K engagements "On November 5th $CIFR Hit an all time-high of $25. Since then $CIFR has taken a big dip reaching all the way down to $13. Here is what has been announced since Nov 5th: - Nov [--] [----]. Cipher Mining Signs Additional [--] MW 10-Year AI Hosting Agreement with Fluidstack - Dec [--] [----]. Cipher Mining Announces Acquisition of [---] MW Site in Ohio - Nov [--] [----]. Cipher Mining Inc. Announces Proposed Offering of $333 Million of Additional Senior Secured Note - Jan [--] [----]. Cipher Welcomes Industry Veterans Lee Bratcher and Drew Armstrong $CIFR Now has a total 3.4GW In the pipeline for AI/HPC: - Stingray" [X Link](https://x.com/ilzmcfly/status/2009070830739763655) 2026-01-08T01:13Z [----] followers, 18.1K engagements "BULLISH $IREN $CIFR $AMD 🔥 $NVDA's Huang: it will take [--] years to figure out how much demand we have. 🐂" [X Link](https://x.com/ilzmcfly/status/2019833239737888791) 2026-02-06T17:59Z [----] followers, [----] engagements "@grok @goingtobillions @samsolid57 @grok How could they Aim for 3GW YE contracted if they are moving 800-1GW from contracted to connected year end" [X Link](https://x.com/ilzmcfly/status/2022321063317643309) 2026-02-13T14:44Z [----] followers, [--] engagements "Now that $bitf is now $keel do you think it will stop getting keeled" [X Link](https://x.com/ilzmcfly/status/2019857738826936466) 2026-02-06T19:36Z [----] followers, [----] engagements "Anthropic is looking for 10GW 👀 *ANTHROPIC MULLS SECURING 10GIGAWATTS OF CAPACITY: THE INFORMATION Anthropic has privately discussed getting [--] GW by renting capacity from cloud providers and notably by leasing its own data center spacemeaning it would likely purchase/operate the server equipment inside. So let's see which cloud and colocation providers have the available capacity at the moment to lease or rent to them: (Secured Capcity = MW's certain for energization or energized already) *No Pipelines *No Sites with uncertain energization capability *No sites already leased *Available to" [X Link](https://x.com/ilzmcfly/status/2021087357936468195) 2026-02-10T05:02Z [----] followers, 42.2K engagements "Its actually pretty simple $NBIS will have 7-9B ARR end of [----] and estimated 170MW current + 800-1GW to connected (converted to active). $IREN guided 3.4B ARR for 460MW. When you calculate the Price per MW you actually arrive at similar rates. There is no way in hell $NBIS is charging a 30-30% premium per MW for the PaaS they dont even describe Software in their Income Statement. https://twitter.com/i/web/status/2022343827806187853 https://twitter.com/i/web/status/2022343827806187853" [X Link](https://x.com/ilzmcfly/status/2022343827806187853) 2026-02-13T16:15Z [----] followers, [---] engagements "Long $IREN $CIFR AWS CEO: Well be capacity constrained for the next couple of years. AWS growth accelerated for the last two quarters and UBS sees AWS growth over 30% this year. Stock Having its longest slump over the last [--] years. Its getting ridiculous. Long $AMZN. https://t.co/a0AoLhqjZX AWS CEO: Well be capacity constrained for the next couple of years. AWS growth accelerated for the last two quarters and UBS sees AWS growth over 30% this year. Stock Having its longest slump over the last [--] years. Its getting ridiculous. Long $AMZN. https://t.co/a0AoLhqjZX" [X Link](https://x.com/ilzmcfly/status/2022363573972865193) 2026-02-13T17:33Z [----] followers, [----] engagements "@FrameworkWisely This is from q3 in q4 they described 170MW as Active power and guided 800-1000MW of connected power for 2026" [X Link](https://x.com/ilzmcfly/status/2022403239799672981) 2026-02-13T20:11Z [----] followers, [--] engagements "Yes exactly this proves nothing They described connected power in q3 as the ability of being active then in q4 described 170MW as Active and Guided 800MW-1GW connected and 3GW contracted We actually truly dont know unless they list each sites by sizes in their respective category. https://twitter.com/i/web/status/2022405171326644298 https://twitter.com/i/web/status/2022405171326644298" [X Link](https://x.com/ilzmcfly/status/2022405171326644298) 2026-02-13T20:19Z [----] followers, [--] engagements "$CIFR Cipher Mining Inc. Announces Proposed Offering of $2.00 Billion of Senior Secured Notes - Debt Offering (Non Dilutive) - issued by Black Pearl Compute LLC - To Private Investors - Interest Rate not finalized Although these are issued by Black Pearl LLC which is for their Black Peal Site this may be intended for a new project indirectly. They already raised nearly enough cash to fund Black Pearl and Barber Lake. No this is not to balloon given the market conditions this will have the same interest rate. Interesting 👀 🐎" [X Link](https://x.com/ilzmcfly/status/2018696491745898594) 2026-02-03T14:42Z [----] followers, [----] engagements "If a Hyperscaler wanted to buy $IREN for $14B at todays E/V they would save $82.5B in colocation fees for the next [--] years for 4.5GW. That's a big save Why $82.5 $CIFR received $5.5B for [--] years from AWS for 300MW. Repeat those economics for $IREN's 4.5GW secured energy and you have $82.5B for [--] years in colocation revenue. $IREN trading today for $14B is very cheap when comparing it to its secured MW's. 🏇 https://twitter.com/i/web/status/2019819795072393342 https://twitter.com/i/web/status/2019819795072393342" [X Link](https://x.com/ilzmcfly/status/2019819795072393342) 2026-02-06T17:05Z [----] followers, 74.4K engagements "CEO of DataOne (The ones building the NJ DC for $NBIS) taking shots at $IREN 👀 CEO of Dataone basically talks about how they will be able to build 400MW Gross load Plant in [--] months using Gas Engines and emission technology called the hexageneration that will allow the plant to run at net-zero emissions. Keep in mind they have only built two other AI Factories 15MW each while $IREN spent years securing power from the grid. Opinions: @jiahanjimliu @FransBakker9812 @Agrippa_Inv @bitcoinbutcher1 @SmallCapSnipa @Spiralout_one @BagelC47 Let them talk they will realise Nebius is in a league of" [X Link](https://x.com/ilzmcfly/status/2020740376391209391) 2026-02-09T06:03Z [----] followers, 30.4K engagements "This is very important to know for anyone operating in the ERCOT Area. $IREN $CIFR This also solidifies $IREN already secured power in Texas. 🐎 ERCOT's proposed large load study framework currently making its way through the stakeholder engagement and consultation process will be a moment of reckoning for datacenter loads looking to grid interconnections to save them. It's becoming increasingly clear that you will need ERCOT's proposed large load study framework currently making its way through the stakeholder engagement and consultation process will be a moment of reckoning for datacenter" [X Link](https://x.com/ilzmcfly/status/2021624388307886294) 2026-02-11T16:36Z [----] followers, 10.9K engagements "@MikeLongTerm @BlackRock @AMD They are buying up for end of the year blast off" [X Link](https://x.com/ilzmcfly/status/2022084887600337286) 2026-02-12T23:06Z [----] followers, [---] engagements "@InvestorTobacco Mate I know they will have 2.275GW of Active Power by April I dont know how much of that is connected to IT WTF does contracted mean 😂 Is it secured Is it bought from somewhere" [X Link](https://x.com/ilzmcfly/status/2022125594377691572) 2026-02-13T01:48Z [----] followers, [---] engagements "@JH_ED12 @cvel317 ha ha 130% gain on $CIFR since nbis has done nothing" [X Link](https://x.com/ilzmcfly/status/2022155070327177498) 2026-02-13T03:45Z [----] followers, [---] engagements "@joshfrazzini @InvestorTobacco Youre uninformed. You cant derived 8b Arr from 170MW active the 800MW-1GW connected must translate to Active" [X Link](https://x.com/ilzmcfly/status/2022156847571234959) 2026-02-13T03:52Z [----] followers, [--] engagements "Its actually not misleading. You're largely innacurate. "you're tossing around "Active Power" like it's the same thing between them but one is 100% AI and the other is 9% AI." - Active Power is MW's that energized. They currently have 170MW. This is what is described in their letter of shareholders "NBIS has 170MW of AI active power IREN is unknown my guess is 1/2-2/3rd of 50MW Prince George so 20-30MW" - NBIS 170MW of Active Power (Yes this is used for AI we know this but they are talking about MW's energized in their portfolio) IREN has 910MW energized (750 Childress 80MW Mackenzie 50MW" [X Link](https://x.com/ilzmcfly/status/2022192258552877537) 2026-02-13T06:12Z [----] followers, [---] engagements "@grok @goingtobillions @samsolid57 @grok some lf those sites are listed as Active Which ones are apart of the 800-1000MW connected and which are apart of the 2GW contracted" [X Link](https://x.com/ilzmcfly/status/2022320186439696594) 2026-02-13T14:41Z [----] followers, [--] engagements "@grok @goingtobillions @samsolid57 @grok why guide for 3GW contracted and 800MW-1GW connected Its define into three categories Active Connected and Contracted as per the Q4 Letter. Also what are the sizes and how will they be power for their current 2GW contracted" [X Link](https://x.com/ilzmcfly/status/2022323266090623370) 2026-02-13T14:53Z [----] followers, [--] engagements "@clockworksantos @genZinvest0r No you actually just proved yourself wrong. lol. Find me in the shareholder letter where it says that not what AI thinks. Look at how we got to two different answers with your question" [X Link](https://x.com/ilzmcfly/status/2022400064770183392) 2026-02-13T19:58Z [----] followers, [--] engagements "I will call a spade a spade. They did not clarify in the q4 shareholder letter that "Connected power includes both active power and power that is fully provisioned and can be activated immediately upon GPU installation" But they did in q2 and q3. Therefore something must have changed in their guidance. Don't be fooled by corporate lingo. https://twitter.com/i/web/status/2022410521061015557 https://twitter.com/i/web/status/2022410521061015557" [X Link](https://x.com/ilzmcfly/status/2022410521061015557) 2026-02-13T20:40Z [----] followers, [--] engagements "Iren So $IREN 1.4GW Sweetwater Site will be in full operation by 2027-2028. Energization hits in [----]. When it comes to signing large contracts being energized now is important to closing a cloud + colo deal. GPU procurement and financing on $IREN side must fall in line with date of DC operation. All this must be accounted for with the DC Build procurements. Now that this year 1400MW comes online $IREN can start securing deals for Sweetwater 2027-2028 operations. $IREN also has 450-500 Estimated MWs gross left at Childress that is energized and soon to be in operation for colo + cloud this" [X Link](https://x.com/anyuser/status/2012770041012400349) 2026-01-18T06:12Z [----] followers, 26.2K engagements "$CIFR WHAT WAS SAID ON THE SPACE TONIGHT WITH CIPHER CEO TYLER PAGE Financial & Project Updates $1.3B fully exercised from the converts $1.7B to build Barber Lake. Potential Debt Refinance with google as backstopper. The convert was a fantastic way to raise allot of money at fantastic terms and raise allot of it We now have allot of capital on hands that was very cheap to get Power Availability [--] MW available at Barber Lake for HPC. [---] MW available at Black Pearl Phase [--] for HPC. [---] MW available right now at Odessa and Phase [--] Black Pearl for retrofit and conversion to HPC. [---] MW" [X Link](https://x.com/anyuser/status/1972486082663989555) 2025-09-29T02:18Z [----] followers, 41.3K engagements "As of now the market has priced in [--] deal in for $CIFR I believe the stock is now tracing to new highs for a potential second deal by the end of the year. $CIFR Currently has [--] MW available now at Barber Lake and 150MW to 300MW at Black Pearl. We do not know the size of the next deal but I believe at a minimum it will take the stock to a $10B Mkt Cap. Their cash sits at very healthy position with the CEO in a recent X space saying they have allot of cash right now more cash than they thought they needed and they are in very healthy spot. Cipher has also expressed buying GPU's and plugging" [X Link](https://x.com/anyuser/status/1974597590244061198) 2025-10-04T22:08Z [----] followers, 58.7K engagements "When $CIFR hits $30 I will tell my kids I survived the great AI bubble" [X Link](https://x.com/anyuser/status/1989354617847926954) 2025-11-14T15:27Z [----] followers, 14.9K engagements "$CIFR Macquarie has raised the target price for Cipher Mining (NASDAQ:CIFR) from $16.00 to $27.00 projecting a potential upside of 67.60% from its previous close. (Same Group that helped $APLD and $BITF) https://twitter.com/i/web/status/1981162316847599940 https://twitter.com/i/web/status/1981162316847599940" [X Link](https://x.com/anyuser/status/1981162316847599940) 2025-10-23T00:54Z [----] followers, 16K engagements "$CIFR just added another 1GW under its portfolio and nobody is batting a eye 👀" [X Link](https://x.com/anyuser/status/1985430082937098449) 2025-11-03T19:33Z [----] followers, 13.3K engagements "🚀 $BITF Analysis: Bitfarms' Potential $73.52 Share Price Bitfarms could hit $10 short-term due to: ✅ [--]. Enhanced datacenter buildouts ✅ [--]. Peer contract wins (e.g. $CIFR) ✅ [--]. Strong AI datacenter spending ✅ [--]. Potential contract at its [--] MW Washington site With [---] GW in the pipeline and possible Quebec datacenter approvals for AI/HPC low energy costs could drive growth. Securing [---] GW in contracts like $WULF s terms could yield $2.7 billion in annual revenue for [--] years with 85% net income valuing shares at $73.52. Success depends on execution and AI spending. Among miners transitioning" [X Link](https://x.com/anyuser/status/1969851043900199218) 2025-09-21T19:47Z [----] followers, 33.3K engagements "If $CIFR offers the full stack in the next deal they will be the only company in the market that has locked in a 5-10 Year deal while owning the Land Power Infra and Compute. They will have one of the highest Top Line and Bottom Line in the AI/HPC space. Higher than $NBIS $CRWV $WULF $APLD $CORZ. I wont put $BITF cause they dont generate AI/HPC revenue yet. And I wont put $IREN because they are doing this as a Neo-cloud" [X Link](https://x.com/anyuser/status/1983587471171440726) 2025-10-29T17:31Z [----] followers, 26.2K engagements "Yes I know it sucks. $CIFR absolutely crushed and delivered on earnings and were getting tossed around like the rest of the garbage. Feels like the stock should be trading in the mid 20s by now. This is how the market works sometimes. 🤷🏻♂" [X Link](https://x.com/anyuser/status/1988630325702926771) 2025-11-12T15:29Z [----] followers, 20.2K engagements "What if I told you that $CIFR owns more land and power than $NBIS and $CRWV Combined 🫢" [X Link](https://x.com/anyuser/status/1976330317221986793) 2025-10-09T16:54Z [----] followers, 24.3K engagements "$CIFR crushed earnings and delivered by far the best results. New 1GW Site. 5.5B contract with $AMZN AWS with no further equity dilution. Huge Pipeline Growth ahead. After the recent market dip we are smack down to where we were pre-earnings. Imo this is overdone" [X Link](https://x.com/anyuser/status/1988028564621664355) 2025-11-10T23:38Z [----] followers, 15.4K engagements "$CIFR Green Overnight. Somethings cooking 🤫" [X Link](https://x.com/anyuser/status/1981157552021996010) 2025-10-23T00:35Z [----] followers, 19K engagements "Remember $CIFR signed a 5.5B 300MW deal with $AMZN with no dilution and no equity given. Big Change from its first 168MW deal with fluidstack and $GOOG. They also raised 1.4B that was 8x oversubscribed (no dilution). They added 1GW of land and power ready by [----] with 95% ownership. I am confident we will expect more deals and acquisitons like this. I believe that we are massively undervalued and should be trading in the 30's range minimum. My basis is solely off of its outlook and recent deals. Analyst also seems to agree After hearing this call with $IREN I am more bullish on $CIFR" [X Link](https://x.com/anyuser/status/1986576022603538447) 2025-11-06T23:26Z [----] followers, 14.9K engagements "$IREN CEO said Customer like Microsoft are only looking for bare-metal servers so they can add their own orchestration on top. 👀 Like I was saying Hyperscalers dont care about the software. They want power and compute Software is more important for the smaller customers like $CRWD $SHOP. The problem for $NBIS is that they have the software but they dont have the land and power capacity to build into a hyperscaler. And they own little to no datacenters. I think in this AI revolution $IREN & $CIFR have the edge. Im only putting them because they best quality teams" [X Link](https://x.com/anyuser/status/1986568887178072084) 2025-11-06T22:58Z [----] followers, 18.1K engagements "Remember $CIFR is already in early discussions with potential tenants for its new 1GW site Colchis. Thats just one of its sites from its portfolio. So many big things in the cards right now. 🤯 Dont sleep on $CIFR" [X Link](https://x.com/anyuser/status/1987903758924173496) 2025-11-10T15:22Z [----] followers, 12.7K engagements "There is a reason why the smartest people in the room are pointing to the same two stocks $IREN $CIFR 🤷🏻♂" [X Link](https://x.com/anyuser/status/1973818887566471649) 2025-10-02T18:34Z [----] followers, [----] engagements "$CIFR is a gift right now" [X Link](https://x.com/anyuser/status/1986868138135150956) 2025-11-07T18:47Z [----] followers, [----] engagements "The new CFO Hire at $CIFR is no random. He is a vet in the space and by the far most experienced since [----]. He knows about almost every deal and structure in the bitcoin mining space. He is also not unfamiliar with Cipher. In the video below you see him on a panel with the Co-President of Cipher Mining in early [----]. This was a great hire for $CIFR no kidding they announced it on Time Square. Great things ahead S/O to @NFTGroudon for the find https://www.youtube.com/watchapp=desktop&v=G-g1R2WdAw0 https://www.youtube.com/watchapp=desktop&v=G-g1R2WdAw0" [X Link](https://x.com/anyuser/status/1979405130643497178) 2025-10-18T04:32Z [----] followers, 13.9K engagements "What a beautiful chart by $IREN. 100B Mkt Cap is Possible. This thing is Palantir'ing Will $CIFR follow Its time" [X Link](https://x.com/anyuser/status/1975675460139802767) 2025-10-07T21:31Z [----] followers, 16.4K engagements "You can buy $BITF for a 3B mkt cap and 300MW AI/HPC Pipeline or you can buy $CIFR for 7.4B and 2.8GW AI/HPC Pipeline and ready to serve now. were just getting started $CIFR Texas" [X Link](https://x.com/anyuser/status/1979316326834540715) 2025-10-17T22:39Z [----] followers, 63.1K engagements "How much is $CIFR entire pipeline worth Based on ciphers recent deal with Amazon their entire pipeline colocated out is worth $75.5B in revenue over [--] years. Math: 4.1GW X $1.83M per MW = $75.1B over [--] Years. $75.1 [--] = $5B in Annual Revenue. $CIFR is only trading at $5.67B. This is not a joke. This real. We are going so much higher I have not included the appreciation of MW's and I have not Included cloud revenue or potential new sites and JV partnerships. @CipherInc has the potential of being a AI Datacenter Giant and they are moving leaner and more efficient than the heavy DC companies" [X Link](https://x.com/anyuser/status/1989824308244549634) 2025-11-15T22:34Z [----] followers, 19.6K engagements "Just to give some quick maths on $CIFR without making people scratch their head too much. In plain sense $CIFR mkt cap is currently $5.67B $IREN is $13.14B. At this very moment $CIFR has a bigger pipeline than $IREN but entirely two different business models: $IREN: 3GW Secured Grid-Connected Power Capacity $CIFR: 4.1GW Secured Grid-Connected Power Capacity Most of the power for $CIFR is expected to come online in [----] and most of the power for $IREN is coming online in [----]. At the moment $CIFR is doing a co-location thing and $IREN is is deploying cloud instances with co-location. Both" [X Link](https://x.com/anyuser/status/1989818519572418660) 2025-11-15T22:11Z [----] followers, 19.9K engagements "$CIFR Somethings cooking" [X Link](https://x.com/anyuser/status/1974991393010651148) 2025-10-06T00:13Z [----] followers, 13.6K engagements "$CIFR Overnight demand is strong😎" [X Link](https://x.com/anyuser/status/1975036743801049282) 2025-10-06T03:13Z [----] followers, [----] engagements "They are keeping $CIFR down" [X Link](https://x.com/anyuser/status/1987986120819237352) 2025-11-10T20:50Z [----] followers, 16.5K engagements "$CIFR is down 30% but all I see is 100% upside from here" [X Link](https://x.com/anyuser/status/1989396245862039743) 2025-11-14T18:13Z [----] followers, [----] engagements "$CIFR Green 👀" [X Link](https://x.com/anyuser/status/1975635302862737662) 2025-10-07T18:52Z [----] followers, [----] engagements "Bought some more $CIFR" [X Link](https://x.com/anyuser/status/1989021713137602746) 2025-11-13T17:25Z [----] followers, [----] engagements "Good morning $CIFR Bulls I heard neo-clouds are having power constraint problems. Its okay because we have the best wild-cat power hunters and data-center build out Teams 🤟🏼 Own the picks and shovels ⛏" [X Link](https://x.com/anyuser/status/1988600432336470094) 2025-11-12T13:31Z [----] followers, [----] engagements "$CIFR Something is brewing" [X Link](https://x.com/anyuser/status/1973945480074965135) 2025-10-03T02:57Z [----] followers, [----] engagements "Good thing $CIFR has 2.5GW expected to come online by [----] 🚨BREAKING: MORGAN STANLEY WARNS OF U.S. POWER SHORTAGE FOR DATA CENTERS BY [----] Morgan Stanley says surging AI demand could create a power shortfall of up to 20% about [----] GW for U.S. data centers through [----]. SO BULLISH FOR $IREN $CIFR $BITF cc: @mikealfred 🚨BREAKING: MORGAN STANLEY WARNS OF U.S. POWER SHORTAGE FOR DATA CENTERS BY [----] Morgan Stanley says surging AI demand could create a power shortfall of up to 20% about [----] GW for U.S. data centers through [----]. SO BULLISH FOR $IREN $CIFR $BITF cc: @mikealfred" [X Link](https://x.com/anyuser/status/1988606334133239830) 2025-11-12T13:54Z [----] followers, 13.3K engagements "🚨BREAKING: MORGAN STANLEY WARNS OF U.S. POWER SHORTAGE FOR DATA CENTERS BY [----] Morgan Stanley says surging AI demand could create a power shortfall of up to 20% about [----] GW for U.S. data centers through [----]. SO BULLISH FOR $IREN $CIFR $BITF cc: @mikealfred @_Sgr_A_Star @danielnewmanUV" [X Link](https://x.com/anyuser/status/1988603940301156359) 2025-11-12T13:45Z 18.2K followers, 107.6K engagements "I think every detail on AI that has came out this week has been bullish for DC Stocks like $CIFR - AMD Very Large AI Datacenter Guidance - Nvda Hometown Datacenters sitting without power - Neo-Clouds cant keep up with demand because not enough power capacity - Anthropic Investing 50B into AI Datacenters - Meta to spend 600B on Ai Datacenters Whats funny is that DC Stock $IREN $CIFR are now down more than 30% since all these catalysts came out this week. If this is not a buying opportunity I dont know what is" [X Link](https://x.com/anyuser/status/1988664507892187600) 2025-11-12T17:45Z [----] followers, [----] engagements "$BITF Sleeping beast ready to wake $CIFR deal rumoured to be announced this week $IREN Pumping As we are still in the early innings of this [--] year phase I believe we surely undervalues at these levels with allot room to grow" [X Link](https://x.com/anyuser/status/1969040910965993924) 2025-09-19T14:08Z [----] followers, 13.8K engagements "$NBIS ❓What Nebius is HIDING about the $17B Microsoft deal (IMPORTANT) As $IREN $CIFR and others are scaling up the ramps with their already massive Data Center footprints. I was curious to know more about Nebius and its deal with Microsoft. What I came to find out is that there is allot of grey areas and unknowns. (FYI I am a $NBIS shareholder at $55.00) Lets take deeper look: On Septemeber [--] [----] Nebius announced a $17.4B deal with Microsoft (MSFT) to deliver 300MW dedicated capacity from its new data center in Vineland New Jersey. ✅WHAT WE DO KNOW: [--] Year Term start time [----] "later this" [X Link](https://x.com/anyuser/status/1972372935085260979) 2025-09-28T18:48Z [----] followers, 29.7K engagements "$CIFR Shes runnin folks and runnin hard $20 by EOW can be in the cards" [X Link](https://x.com/anyuser/status/1975186216208191980) 2025-10-06T13:07Z [----] followers, [----] engagements "I recently watched this panel with @mikealfred. He mentioned something interesting about $IREN and West Texas which I ought to bring up. Mike Alfred said " Im obviously very highly biased but I think $IREN has the best site acquisition team in the space. They have gone out and acquired some really incredible sites. $IREN has view that we shouldnt announce those sites until there is a interconnect agreement actually signed so the actual pipeline for $IREN is quite substantial but you wont hear about those until its done. Where as allot of other folks not any of the people on the stage here of" [X Link](https://x.com/anyuser/status/1987577123314253836) 2025-11-09T17:44Z [----] followers, [----] engagements "@mvcinvesting $CIFR" [X Link](https://x.com/anyuser/status/1976988988813853094) 2025-10-11T12:31Z [----] followers, [----] engagements "I believe $CIFR has hit a pivotal point in the companies history. There are now more MWs reserved for AI/HPC than BTC mining. I believe over the next year we will see shift completely off of BTC Mining to AI/HPC. What I am betting on over the next few months: - Power and Land Acquisition - Colocation deals (retrofit & new builds) - Cloud Implementation - ERCOT Queue Approvals of its 3M sites. Right now $CIFR sits on top as one of the biggest power and land pipelines until [----]. I believe this puts them at an edge compared to many others. They have done a great job with financing. The Earnings" [X Link](https://x.com/anyuser/status/1986496477246500892) 2025-11-06T18:10Z [----] followers, [----] engagements "$CIFR is the only company right now that can do what $IREN is doing. Will they do it I am excited for that decision. BOOOM" [X Link](https://x.com/anyuser/status/1975647260580188652) 2025-10-07T19:39Z [----] followers, [----] engagements "Remember you can stil buy $CIFR for only $22. We just signed a 300MW 5.5B [--] Year JV deal with $AMZN AWS (No dilution needed to fund this build) - NEW 1GW site called Colchis in Texas with 95% Ownership - We are about to deploy a 56MW Cloud setup at barber lake - We still have Black Pearl which is 300MW ready now - We still have the rest of $CIFR Pipeline which is ready between 2025-2027 (Deals will be signed early for these sites) Imo we should be trading over a 10-12B Mkt Cap. At least over $30. We are now trading at last weeks price and we had none of this 👀" [X Link](https://x.com/anyuser/status/1985345476560896368) 2025-11-03T13:57Z [----] followers, [----] engagements "$CIFR $IREN Who is buying the dip 👀" [X Link](https://x.com/anyuser/status/1977124493916356946) 2025-10-11T21:29Z [----] followers, [----] engagements "$IREN $CIFR will surpass $NBIS $CRWV in valuation" [X Link](https://x.com/anyuser/status/1978081325669122138) 2025-10-14T12:51Z [----] followers, [----] engagements "This is wrong at needs to be updated. $CIFR has now added a 1GW to its energy portfolio. If you include the The grey and blue operating available now + the total pipeline capacity you get 3.6GW AI-Compute Capacity in development. Which by my calculation puts it in 1st. It would be nice to see a update. Thanks" [X Link](https://x.com/anyuser/status/1990093546754347148) 2025-11-16T16:24Z [----] followers, [----] engagements "$CIFR is the black sheep They are focusing on High Margins and Longevity. Watch and Learn. $CIFR often gets overlooked when people talk about IREN and NBIS. Dont forget that CIFR has secured deals with two hyperscalers: one with Google (via Fluidstack) and another with Amazon (AWS). +11.61%. Hit all time high. 🔥🔥🔥 https://t.co/laSj7cjCoC $CIFR often gets overlooked when people talk about IREN and NBIS. Dont forget that CIFR has secured deals with two hyperscalers: one with Google (via Fluidstack) and another with Amazon (AWS). +11.61%. Hit all time high. 🔥🔥🔥 https://t.co/laSj7cjCoC" [X Link](https://x.com/anyuser/status/1986086029841879200) 2025-11-05T14:59Z [----] followers, [----] engagements "$CIFR often gets overlooked when people talk about IREN and NBIS. Dont forget that CIFR has secured deals with two hyperscalers: one with Google (via Fluidstack) and another with Amazon (AWS). +11.61%. Hit all time high. 🔥🔥🔥" [X Link](https://x.com/anyuser/status/1986085056834658576) 2025-11-05T14:55Z 39.5K followers, 23.7K engagements "I truly believe $CIFR is wildly undervalued at these levels. I am currently processing everything that was said today. I believe we are going higher as the markets digest this information" [X Link](https://x.com/anyuser/status/1985491774240874886) 2025-11-03T23:38Z [----] followers, [---] engagements "After hearing $NBIS & $CRWV earnings I have concluded that power capacity is the biggest bottleneck. Therefore $CIFR will be the biggest winner as they are focusing solely on that. They also are confident it has the highest profit margins higher than compute which is why they havent bothered to enter the GPU space as of yet. I believe if they enter the gpu space they will do it at conservative rate with the best possible financing as they mentioned that that is key. Therefore they will have one of the highest margins from bare-metal rentals" [X Link](https://x.com/anyuser/status/1988263120943391041) 2025-11-11T15:10Z [----] followers, [----] engagements "Imo if $CIFR doesnt announce a deal Monday that is bullish. They are cooking. If you are going to colocate a valuable asset for [--] years + might as well monetize the shit out of it and add the compute. The shareholder meeting to approve the increase in shares is interesting. Seems like they are getting ready to fund something big 👀" [X Link](https://x.com/anyuser/status/1984653501423595789) 2025-11-01T16:07Z [----] followers, [----] engagements "@topsecretstocks All theee cmon man $CIFR has 1.3B in cash and can easily raise another 1B + through debt refinance because of their google backstop" [X Link](https://x.com/anyuser/status/1974461553165434930) 2025-10-04T13:08Z [----] followers, [----] engagements "Anthropic X Fluidstack to Invest $50B in AI Datacenters in Texas Who is in Texas and has a fluidstack deal $CIFR $WULF Google to Invest $40B in AI Datacenters in Texas Who has large [---] GW+ Pipeline $CIFR Who has the years of experience building high quality Datacenters and never missed a deadline $CIFR $CIFR selling point is not only its Site Portfolio but its datacenter building team" [X Link](https://x.com/anyuser/status/1990090603300856279) 2025-11-16T16:12Z [----] followers, [----] engagements "$CIFR Buying pressure is coming in hot" [X Link](https://x.com/anyuser/status/1981076533327298693) 2025-10-22T19:13Z [----] followers, [----] engagements "$CIFR $IREN ✅ $META is investing $600B in U.S. infrastructure to build out the AI data centers that will power its next decade of products and growth. https://t.co/Vr62jKiBmS $META is investing $600B in U.S. infrastructure to build out the AI data centers that will power its next decade of products and growth. https://t.co/Vr62jKiBmS" [X Link](https://x.com/anyuser/status/1986851277457031508) 2025-11-07T17:40Z [----] followers, [----] engagements "$META is investing $600B in U.S. infrastructure to build out the AI data centers that will power its next decade of products and growth" [X Link](https://x.com/anyuser/status/1986844826395156675) 2025-11-07T17:14Z 347.5K followers, 121.1K engagements "@UGOOOTWEETS @Akademiks Bruh what Thug said metro prob using his mom as an excuse. Thugs ungrateful ass wanted Drake to go talk to the president 🤣" [X Link](https://x.com/anyuser/status/1964349053220651078) 2025-09-06T15:24Z [----] followers, [----] engagements "Manipulation on $CIFR is crazy at this point" [X Link](https://x.com/anyuser/status/1984346953657041112) 2025-10-31T19:49Z [----] followers, [----] engagements "Kevin OLeary on AI Datacenters: $CIFR $IREN" [X Link](https://x.com/anyuser/status/1978290218701635729) 2025-10-15T02:41Z [----] followers, [----] engagements "@moninvestor $BITF Short term Price target 8$. Long term $40-80" [X Link](https://x.com/ilzmcfly/status/1969760101670998282) 2025-09-21T13:46Z [----] followers, [----] engagements "@mikealfred 100% I feel it. They are trying to hide a gem" [X Link](https://x.com/anyuser/status/1975935863466168571) 2025-10-08T14:46Z [----] followers, [----] engagements "Now that is beautiful 🥲 $CIFR" [X Link](https://x.com/anyuser/status/1985427591717966002) 2025-11-03T19:23Z [----] followers, [----] engagements "$CIFR CEO on Patrick Fleury from $WULF comments about Texas. True excellence and respect 👏🏼" [X Link](https://x.com/anyuser/status/1986268235801510124) 2025-11-06T03:03Z [----] followers, [----] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@ilzmcfly McFly
McFly posts on X about $cifr, cifr, $iren, ai the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.
Engagements: [------] #
- [--] Week [-------] +171%
- [--] Month [---------] +177%
- [--] Months [---------] +4,847%
- [--] Year [---------] +434%
Mentions: [--] #
- [--] Week [---] -1.40%
- [--] Month [---] +106%
- [--] Months [-----] +2,912%
- [--] Year [-----] +42,067%
Followers: [------] #
- [--] Week [-----] +9.70%
- [--] Month [-----] +37%
- [--] Months [-----] +315%
CreatorRank: [-------] #
Social Influence
Social category influence stocks #3003 finance 18.65% technology brands 18.65% cryptocurrencies 2.38% financial services #843 countries 0.79% automotive brands 0.4% gaming 0.4% social networks 0.4% celebrities 0.4%
Social topic influence $cifr #23, cifr #12, $iren #15, ai 11.9%, $nbis #16, in the 10.71%, $bitf #165, $crwv #125, ceo #2422, bullish #149
Top accounts mentioned or mentioned by @frameworkwisely @bitcoinbutcher1 @user889889 @cipherinc @rftylerpage @danroberts0101 @investortobacco @jiahanjimliu @samsolid57 @goingtobillions @mikealfred @hughhermann3 @dantheslsman @lazaruscapital @fransbakker9812 @petrakov47 @markosaaig @atsomepointlets @mbhogan @justcohl
Top assets mentioned Cipher Mining Inc. Common Stock (CIFR) Iris Energy Limited (IREN) Nebius Group N.V. Class A Ordinary Shares (NBIS) Bitfarms Ltd. (BITF) CoreWeave, Inc (CRWV) TeraWulf Inc. (WULF) Advanced Micro Devices (AMD) Alphabet Inc Class A (GOOGL) Amazon.com, Inc. (AMZN) Applied Digital Corp. (APLD) Microsoft Corp. (MSFT) NVIDIA Corp. (NVDA) Metadium (META) Galaxy Digital Inc. (GLXY) Bitcoin (BTC)
Top Social Posts
Top posts by engagements in the last [--] hours
"You can buy $BITF for a 3B mkt cap and 300MW AI/HPC Pipeline or you can buy $CIFR for 7.4B and 2.8GW AI/HPC Pipeline and ready to serve now. were just getting started $CIFR Texas"
X Link 2025-10-17T22:39Z [----] followers, 63.1K engagements
"Cipher Mining $CIFR redeems all its outstanding warrants. 🔥 This means the company is forcing warrant holders to convert them into common stock (if it's profitable for them) or lose them. The action is seen as bullish because it: [--]. Removes Future Dilution: It cleans up the company's financial structure by eliminating the future threat of new shares being issued (dilution) which would normally pressure the stock price. [--]. Simplifies Capital Structure: It simplifies the balance sheet which is generally viewed positively by investors. [--]. The warrants the Cipher mining redeemed were originally"
X Link 2025-11-26T14:00Z [----] followers, 76K engagements
"Keep in mind $CIFR has 370MW in near near term for AI/HPC. They also have 270MW operating today for BTC Mining if they ever decide to convert that. Thats 640MW that can be leased in [----]. 1GW at Colchis is also possible 👀 Short Term PT $30 🐎"
X Link 2026-01-14T17:46Z [----] followers, [----] engagements
"TYLER PAGE ON WEST TEXAS AND THE NATURAL GAS POWER ABUNDANCE $CIFR @CipherInc @rftylerpage 🏇 (Needham Conference Jan 13th 2026) Could we add our own on-site generation to our existing sites Lots of folks are chasing that certainly the hyperscalers have talked about that. Traditional energy and oil and gas companies are talking about that. There are some engineering challenges like the load profile of a whole bunch of GPUs causes some challenges interacting directly with an energization apparatus. So its not as simple as buy some turbines and plug them in here. I've been saying that West"
X Link 2026-01-16T23:37Z [----] followers, [----] engagements
"People are complaining about $IREN not announcing a deal but they're missing the big picture: the longer the wait the higher the price per MW they'll eventually command. This results in a higher enterprise value for shareholders Thats [----] Energized Megawatts energized in [----] that has skyrocketed in value. The 2000MW's alone could be worth $20B to $30B in enterprise value once fully operational not including the additonal EV from GPU's for its cloud solutions which is worth $$Billions. Not to mention [--] year DC + GPU payoffs. After 2031-2033 any colocation + cloud revenue will be extremely"
X Link 2026-01-24T20:57Z [----] followers, 20.2K engagements
"Seeing $IREN $CIFR down right now while $CRWV got a $2B Injection from $NVDA is laughable. The market clearly doesnt understand whats going on. This about the ability to turn GPUs in to live running machines at speed. Step it up pls. 🐎"
X Link 2026-01-26T15:45Z [----] followers, 26.3K engagements
"$IREN x $AMZN 👀❓ CEO Hinted at this Sept [--] on CNBC with Jon Fortt. $iren will announce a deal with $AMZN Feb 5th when they report earnings. IREN CEO previously hinted at a deal with AWS. IREN moved up earnings to the same date as $amzn. AWS is expected to add 4gw-5gw in [----] IREN will be part of that. Expecting the stock to push $100 in $iren will announce a deal with $AMZN Feb 5th when they report earnings. IREN CEO previously hinted at a deal with AWS. IREN moved up earnings to the same date as $amzn. AWS is expected to add 4gw-5gw in [----] IREN will be part of that. Expecting the stock to"
X Link 2026-01-27T01:28Z [----] followers, 39.4K engagements
"BULLISH $IREN $CIFR Microsoft pulls back after management said Azure growth remains capacity constrained and not all incremental capex will be directed to Azure. Eventually they will need to increase Azure CAPEX to keep up with demand AI is a Virtuous Cycle 🤯 🐎 $MSFT Q3 OUTLOOK Revenue $81.3B (+16% YoY) Azure +38% with Cloud gross margin 65% Capex down sequentially Microsoft pulls back after management said Azure growth remains capacity constrained and not all incremental capex will be directed to Azure. https://t.co/HVyjcAcqAr $MSFT Q3 OUTLOOK Revenue $81.3B (+16% YoY) Azure +38% with"
X Link 2026-01-29T01:52Z [----] followers, 15.7K engagements
"$IREN Nothing has happened yet. The ONLY Vertically Integrated player with the ability to provide 2GW of power this year. [----] will be the year for the taking 2GW of Renewable Grid-Energy New SPP site on the way 🤫 Multiple Hundred Thousand's of GPU's to be procured. Next week is earnings whether we get a deal announcement or not doesnt matter to me. I want something that will be cooked well. Paytience 🔥 $100B Mkt Cap Is on the table. PT $306 https://twitter.com/i/web/status/2016948765739950124 https://twitter.com/i/web/status/2016948765739950124"
X Link 2026-01-29T18:57Z [----] followers, 17.1K engagements
"but somewhat "less" risky It's not as obvious of an investment like $IREN $CIFR Is a $NBIS Bull slowly admitting that having large access to power and talented AI DC Operators better than a software team. 🤔 My Point would be that you cant sell fish to a fisherman but you can sell a rod and a boat to a fisherman 😉 fisherman = Hyperscalers $NBIS deal with $MFST was solely for the purpose of the 300MW of power of at the NJ DC ($NBIS doesnt own). $NBIS knowns this which is why they are out acquiring power at MO and Alabama For the $META deal: "We could have sold more": Volozh stated that the"
X Link 2026-02-01T17:21Z [----] followers, [----] engagements
"$IREN has scaled to $3.4B in ARR for [----] using 16% of their available owned capacity (Not Including rumours of their new Oklohoma site). $NBIS has scaled to $7B to $9B in ARR by [----] using 100% of their available leased capacity. Will the great flip happen in 2026"
X Link 2026-02-01T22:10Z [----] followers, 53.2K engagements
"@Lazarus_Capital Yes exactly very similar to $CRWV but less debt heavy. This is why I bought it in the $30s and rode it until they sold out all capacity"
X Link 2026-02-02T00:30Z [----] followers, [---] engagements
"$IREN GPU STATUS💥 Q1 [----] (Current) [-----] GPUs = $500M LESS than 2% of their overall footprint. Q4 [----] (Milestone) [------] GPUs (6.1x)= $3.4B (6.8x) 16% of their overall footprint. [----] (Goal) [------] GPUs (6.25x) = $21.25B (6.25x) 100% of their overall footprint. *Estimated could be more GPU's. [--] Year DC + GPU Payoffs. https://twitter.com/i/web/status/2018137341337170382 https://twitter.com/i/web/status/2018137341337170382"
X Link 2026-02-02T01:40Z [----] followers, [----] engagements
"$IREN 🔥 SW1 Energization sooner 👀 $IREN is building a 1.4GW bulk substation at Sweetwater Texas. The utility is providing a switchyard that is capable of transporting 3GW of power from the Texas grid to coops and wholesale clients in the region. So if the switch can handle 3GW then why are they expanding it https://t.co/zV4QG5wVAX $IREN is building a 1.4GW bulk substation at Sweetwater Texas. The utility is providing a switchyard that is capable of transporting 3GW of power from the Texas grid to coops and wholesale clients in the region. So if the switch can handle 3GW then why are they"
X Link 2026-02-02T05:31Z [----] followers, [----] engagements
"Besides $IREN Let's talk about protecting your money if using a Bank. What happens if there is a run on the banks Any cash kept in the bank is therefore on the banks balance sheet and is being lent out. Meaning your money is lent out. How to protect yourself if there is a run on the bank. There is really two ways. If you operating within a bank hold liquid assets which are legally held within a trust in the bank and protected. uninvested cash in your account can be lent out Or dont operate with a bank. Attached: US & CAD Protection Overview https://twitter.com/i/web/status/2018504073595531762"
X Link 2026-02-03T01:57Z [----] followers, [----] engagements
"👀 @FransBakker9812 [--] customers 50MW and up the largest is over 1GW Previously largest was 130MW. Current mix: 9x 50-129MW 1x 130MW 1x 1GW+ Several parks in late-stage negotiations capacity unknown. I wonder for who $IREN $APLD $CIFR $WULF $BITF So $WULF will get some power that's great. +11.53% in pre-market. I wish there was another company that would get more power. Too bad the PSO doesn't disclose their customer names Oh well Wen deal https://t.co/CYS4FXJCHZ So $WULF will get some power that's great. +11.53% in pre-market. I wish there was another company that would get more power. Too"
X Link 2026-02-03T15:07Z [----] followers, [----] engagements
"@Lazarus_Capital Your asking the wrong questions Lazarus. Why are they are going out and acquiring power How are they acquiring it Why arent others acquiring it too $GLXY got approved. $CIFR acquired [----] power and uncertain power for [----]. Its not that easy. Kudos to $WULF"
X Link 2026-02-03T16:57Z [----] followers, [---] engagements
"There is a difference between having capacity and having the ability to lease out that capacity. Most companies for example $CIFR $APLD & $WULF who know how to build have leased out almost all their energized capacity for [----] and having hyperscaler asking for 2026-2027. If you listen to the $CIFR Call you would understand that there is power available you just need to scrap through and find it. Teams like $CIFR & $WULF are smaller and more nimble which actually makes them better at finding power than Hyperscalers. $CIFR CEO even said that. So I dont think power being acquired is a negative."
X Link 2026-02-03T17:30Z [----] followers, [---] engagements
"@Lazarus_Capital Oh brother 😂. Do you know that this site was acquired in september of [----] right Way before Hyperscalers are signing $B leases for 5-15 years out. The only case you have here is AI will not grow. If that is the case then short every AI stock"
X Link 2026-02-03T18:28Z [----] followers, [--] engagements
"So allot of $AMD Bears are cheering but they are entirely missing the point here"
X Link 2026-02-03T23:58Z [----] followers, [----] engagements
"@petrakov47 Okay now show me that it's $AMD"
X Link 2026-02-04T01:01Z [----] followers, [---] engagements
"@jukan05 None of that is important. We all know nothing major will happend until they ramp MI400 Series 2H 2026"
X Link 2026-02-04T02:19Z [----] followers, [----] engagements
"Let's all be frank with each other. this is one beautiful ugly chart. $IREN and the rest of the market is tumbling. If the market gets really UGLY for some apparent reason then we can go all the way back down to $30 Valuations are compressing. This is Wall Streets Game and we cant do anything about it. Nothing has happened yet though. Know what you own. https://twitter.com/i/web/status/2019097968092025306 https://twitter.com/i/web/status/2019097968092025306"
X Link 2026-02-04T17:17Z [----] followers, 17K engagements
"$BITF IS A $1.98"
X Link 2026-02-04T17:47Z [----] followers, [---] engagements
""Concerns about artificial intelligence's impact on the software sector have fueled plunging equity and debt prices for some companies' securities but the debt sale tied to the data center has been well-received by investors." $CIFR"
X Link 2026-02-04T19:59Z [----] followers, [----] engagements
"Ouuu baby looks like the best DC Players are about to start getting some really juicy rates. This is about get real interesting. 👀 $CIFR $IREN $WULF"
X Link 2026-02-04T20:02Z [----] followers, [----] engagements
"@bitcoinbutcher1 @rftylerpage and $CIFR is at $13.91. Like wtf is Wall Street doing"
X Link 2026-02-04T20:04Z [----] followers, [---] engagements
"@MentoviaX Well I mean the reason why the stock went from $200 to $260 again is cause this time they thought $AMD was going to explode from the chip price increases but thats not the case. Anyways the Data Center server side is well intact"
X Link 2026-02-05T01:00Z [----] followers, [---] engagements
"@MarkosAAIG Samsung will be a key supplier of memory for $AMD 👀"
X Link 2026-02-05T15:55Z [----] followers, [---] engagements
"@FransBakker9812 @litigious_dulce He means if stock goes down he will cry"
X Link 2026-02-05T20:53Z [----] followers, [---] engagements
"OMG $IREN $AMD 🚨 JUST IN: $AMZN guides for [----] CapEx of $200B vs. $146B expected. 🤯 https://t.co/ELR3y8hE7Z 🚨 JUST IN: $AMZN guides for [----] CapEx of $200B vs. $146B expected. 🤯 https://t.co/ELR3y8hE7Z"
X Link 2026-02-05T21:06Z [----] followers, 11.7K engagements
"$IREN is in multiple advanced customer discussion Demand is stronger than ever Earnings Call"
X Link 2026-02-05T22:21Z [----] followers, [----] engagements
"Both my top position $IREN & $AMD are down on short term fuzzy noise. The mid to long-term is where we win"
X Link 2026-02-05T22:25Z [----] followers, [----] engagements
"$IREN $28.33 HOLY FUCK"
X Link 2026-02-05T22:54Z [----] followers, 14.9K engagements
"@user889889 I love colo because its easier to lease a site but cloud will deliver more shareholder value"
X Link 2026-02-05T22:55Z [----] followers, [---] engagements
"That is less than $IREN entire energy portfolio 🤯 WTF $AMZN CEO just said they AWS added 3.9GW in the past year which is equivalent to [--] nuclear plants. They added 1.2GW in Q4 alone & expect to double total capacity again by end of [----]. Power is clearly the gating resource in the largest industrial buildout of modern history. https://t.co/ZYtG1sy6WM $AMZN CEO just said they AWS added 3.9GW in the past year which is equivalent to [--] nuclear plants. They added 1.2GW in Q4 alone & expect to double total capacity again by end of [----]. Power is clearly the gating resource in the largest"
X Link 2026-02-05T23:23Z [----] followers, 60.6K engagements
"And you bearish $IREN $IREN literally added 1.6GW of power and are REALLY in multiple discussions for multi B $ deals 🐂 Capex guidance for FY26 mega-cap tech (so far): Amazon: $200B Google: $180B Meta: $122B Microsoft: $120B Tesla: $20B Apple: $13B TOTAL: $655B Thats more than the entire GDP of Sweden https://t.co/TBqZWqexe3 Capex guidance for FY26 mega-cap tech (so far): Amazon: $200B Google: $180B Meta: $122B Microsoft: $120B Tesla: $20B Apple: $13B TOTAL: $655B Thats more than the entire GDP of Sweden https://t.co/TBqZWqexe3"
X Link 2026-02-05T23:26Z [----] followers, [----] engagements
"Fundementally nothing has changed for $IREN since ATH a matter in fact everything has gotten better. More MW's for AI. Capex spending way higher on AI as a sector. Everything running smoothly on time. So why is the stock down My guess too many retailers were piling in and they are using this AI scare as a excuse to kick everyone out. What sucks is $HIMS went from $62 to $22 in [--] months because the business materially changed. This was a stock retailers massively piled into. The difference is $IREN went from $76 to $31 and everything has gotten materially better."
X Link 2026-02-05T23:56Z [----] followers, [----] engagements
"@HyperTechInvest They liked it last week with $WULF. This week they dont. Market is irrational and completely stupid right now"
X Link 2026-02-05T23:58Z [----] followers, [----] engagements
"@atsomepointlets @Jerryone001 No its not. They secured their pipeline size. Meaning they got the equivalent of $bitfs pipeline size but secured for energization"
X Link 2026-02-06T02:13Z [----] followers, [---] engagements
"I heard maybe a deal next week $CIFR"
X Link 2026-02-06T14:49Z [----] followers, [----] engagements
"Any deal from $CIFR now for energy in [--------] and [----] is bullish for the DCs as a whole. It shows that anyone who has the capability to build can sell out capacity in advance and the demand is strong I will be paying close attention to $CIFR 🐎"
X Link 2026-02-06T14:51Z [----] followers, [----] engagements
"My brother bought $IREN yesterday overnight at $32 he is now up 33%. This is why entry points matter"
X Link 2026-02-06T17:17Z [----] followers, 73.7K engagements
"$IREN WOW $IREN dropped to $29 after hours yesterday. It is trading at $43 today. That is a 50% swing in less than [--] hours. Someone once tried convincing me that retail investors were smarter and more nimble than the institutions. Can someone explain to me what new information we got https://t.co/7aC78SWUmf $IREN dropped to $29 after hours yesterday. It is trading at $43 today. That is a 50% swing in less than [--] hours. Someone once tried convincing me that retail investors were smarter and more nimble than the institutions. Can someone explain to me what new information we got"
X Link 2026-02-06T17:38Z [----] followers, [----] engagements
"BULLISH $IREN $NBIS $CRWV 🚨 JUST IN: Jensen Huang says GPUs sold six years ago are rising in price. Another argument against the GPU obsolescence bear case. VERY bullish for AI infrastructure stocks. https://t.co/EpISrTl0dq 🚨 JUST IN: Jensen Huang says GPUs sold six years ago are rising in price. Another argument against the GPU obsolescence bear case. VERY bullish for AI infrastructure stocks. https://t.co/EpISrTl0dq"
X Link 2026-02-06T17:52Z [----] followers, [---] engagements
"$AMD Is so cheap right now $AMD is down more than 13% in the last [--] days Makes no sense: Revenue $10.27B (+34% YoY) EPS $1.53 beat estimates Data center revenue $5.4B (+39% YoY) CEO Lisa Su said AI is accelerating at a pace that I would not have imagined. Seems Wall Street does not agree $AMD $AMD is down more than 13% in the last [--] days Makes no sense: Revenue $10.27B (+34% YoY) EPS $1.53 beat estimates Data center revenue $5.4B (+39% YoY) CEO Lisa Su said AI is accelerating at a pace that I would not have imagined. Seems Wall Street does not agree $AMD"
X Link 2026-02-06T18:17Z [----] followers, [---] engagements
"@matthew_sigel @brockfastnut I heard $CIFR has a site in PJM too 👀"
X Link 2026-02-06T19:35Z [----] followers, [---] engagements
"$CIFR $WULF $BITF 👀 Interesting to see how the grid economics are going in PJM $IREN PJMs December auction was short [---] GW for one year. Now the largest grid warns the cumulative gap will reach [--] GW over the next decade at a $180B cost. https://t.co/ByVUKaxkoH PJMs December auction was short [---] GW for one year. Now the largest grid warns the cumulative gap will reach [--] GW over the next decade at a $180B cost. https://t.co/ByVUKaxkoH"
X Link 2026-02-06T19:39Z [----] followers, [----] engagements
"Some good insight here Even for $IREN 👏 $NBIS and a few admittedly rudimentary observations from earnings this past week. Hyperscalers are putting more money into Ai capex than anticipated by the street. Over 500B in [----] just from Google Meta and Amazon. The Ai infrastructure thesis is stronger than ever in terms $NBIS and a few admittedly rudimentary observations from earnings this past week. Hyperscalers are putting more money into Ai capex than anticipated by the street. Over 500B in [----] just from Google Meta and Amazon. The Ai infrastructure thesis is stronger than ever in terms"
X Link 2026-02-06T21:53Z [----] followers, [----] engagements
"@bitcoinbutcher1 Yeah minus the buildout with the buildout were looking at $52.5 roughly saved if were using the same $CIFR build costs"
X Link 2026-02-07T00:15Z [----] followers, [----] engagements
"$IREN we need more supply Lambda Cloud just hit 100% utilization. Lambda Cloud just hit 100% utilization"
X Link 2026-02-08T00:21Z [----] followers, [----] engagements
"Some $IREN $CIFR alpha Jensen Huangs interview had a few important tells. The $NVDA GPU depreciation overhang on AI utilities like $NBIS $IREN $CIFR & $CRWV is fading right as hyperscaler CapEx + GPU demand re-accelerate. This is still early innings of the largest industrial buildout of our time. https://t.co/9ftsGrM0J8 Jensen Huangs interview had a few important tells. The $NVDA GPU depreciation overhang on AI utilities like $NBIS $IREN $CIFR & $CRWV is fading right as hyperscaler CapEx + GPU demand re-accelerate. This is still early innings of the largest industrial buildout of our time."
X Link 2026-02-08T00:24Z [----] followers, [----] engagements
"Whats great is that by leasing with $IREN $CIFR $WULF or any other DC players they wont have to dent the balance sheet with one time CAPEX spend and can quickly convert some of this spend to OPEX. This is uber bullish for $NVDA and $AMD shareholders. This will be a great year for AI as we are still in the first inning of the buildout. Hyperscalers are guiding $660 billion in capex for 2026: $GOOGL - $180B $AMZN - $200B $MSFT - $130B $META - $125- $135B This is insanity https://t.co/XeCUWYhZ5J Hyperscalers are guiding $660 billion in capex for 2026: $GOOGL - $180B $AMZN - $200B $MSFT - $130B"
X Link 2026-02-08T00:49Z [----] followers, [----] engagements
"Over the weekend I posted some napkin math on how much in just colo fees a hyperscaler would save by buying $IREN at $14B. This was temporarily reposted by @danroberts0101 CEO of $IREN 🙌 Using the same build costs as $CIFR for 4500MW of DC capacity it would roughly be $30B. Add the $14B E/V and thats a total cost of $44B at the time of the post for 4500MW of DC capacity. So if you take the same rate $CIFR charged to AWS for $IREN that would be a total of $82.5B in colocation fees by payed by as Hyperscaler for $IREN total capacity. Minus the $82.5 with the total cost a Hyperscaler would pay"
X Link 2026-02-08T03:47Z [----] followers, [---] engagements
"@samsolid57 $IREN spent multiple years trying to secure that capacity for Okhlohoma. If $NBIS announces a site it will be a gas on-site generation plant like NJ. MO will prob be that site announcement"
X Link 2026-02-08T16:42Z [----] followers, [---] engagements
"$IREN Colocation side of the business is valued at roughly $52.5B E/V for its 4.5GW secured capacity. $IREN Founders have majority control and would never allow a hostile bid takeover. I dont believe they would accept anything below $50B if that was the case. Undervalued. @Craignelson0 @ilzmcfly @danroberts0101 Based on the napkin math in the analysis the break-even acquisition price (where savings are zero) implies an enterprise value of about $52.5B for IREN. With 332M shares outstanding that estimates a share price of roughly $158. Note this is speculative and ignores costs @Craignelson0"
X Link 2026-02-08T17:22Z [----] followers, 14.6K engagements
"Colocation is allot easier and cheaper to do than providing Colocation + Cloud like $IREN is doing. Dealing with the financing and GPU procurements is not as easy as some people may think. $CIFR and $IREN have the best teams capable of executing on their capacity. $CIFR has leased all of its available enerized MW's and is already in talks to lease sites in advance to energization dates for [----] and [----]. If $IREN was doing colocation only you would have seen them already quickly convert at least half their 4.5GW pipeline by now because those MW's are secured for energization in [----] [----] and"
X Link 2026-02-08T17:57Z [----] followers, [----] engagements
"@jacob_kim1988 @danroberts0101 Im sure they would love 100% renewable energy 😉"
X Link 2026-02-08T18:15Z [----] followers, [---] engagements
"@EndicottInvests Impossible We dont touch anything $NBIS. Its poison"
X Link 2026-02-08T18:54Z [----] followers, [---] engagements
"@proof_of_thermo $CIFR lists sites that hasnt secured energization yet $IREN waits until they are secured for energization. Confidence vs certainty is a huge difference"
X Link 2026-02-08T19:16Z [----] followers, [----] engagements
"@MB_Hogan Both are great $IREN def has a stronger pipeline by far 👀"
X Link 2026-02-08T19:33Z [----] followers, [---] engagements
"@JustCohl @MB_Hogan You're wallet will hate you"
X Link 2026-02-08T19:57Z [----] followers, [--] engagements
"$CIFR is great no doubt I was fully invested in them at one point. But $IREN is building a cloud solution there are more points of monetization. They also pay off their DC and GPUs in [--] years instead of [--] like $CIFR. So Time to higher free cash flows is [--] years faster than CIFR from the colo side of the business. Also $IREN has a better and larger pipeline of secured MWs. https://twitter.com/i/web/status/2020897780634411304 https://twitter.com/i/web/status/2020897780634411304"
X Link 2026-02-09T16:29Z [----] followers, [---] engagements
"Are the rumours true $IREN x Anthropic 👀🔥 *ANTHROPIC MULLS SECURING 10GIGAWATTS OF CAPACITY: THE INFORMATION Anthropic has privately discussed getting [--] GW by renting capacity from cloud providers and notably by leasing its own data center spacemeaning it would likely purchase/operate the server equipment inside. *ANTHROPIC MULLS SECURING 10GIGAWATTS OF CAPACITY: THE INFORMATION Anthropic has privately discussed getting [--] GW by renting capacity from cloud providers and notably by leasing its own data center spacemeaning it would likely purchase/operate the server equipment inside"
X Link 2026-02-09T17:14Z [----] followers, 25.6K engagements
"@accounting_ds Allot of CPAs and Senior Accountants I know actually dont invest at all in the equities market"
X Link 2026-02-09T22:14Z [----] followers, [--] engagements
"@RHouseResearch @McnallieM Has nothing to do with $GLXY has to do with $CIFR's new site Colchis which was already critized by $WULF as being hard to energize"
X Link 2026-02-10T04:10Z [----] followers, [---] engagements
"Anthropic is looking for 10GW 👀 *ANTHROPIC MULLS SECURING 10GIGAWATTS OF CAPACITY: THE INFORMATION Anthropic has privately discussed getting [--] GW by renting capacity from cloud providers and notably by leasing its own data center spacemeaning it would likely purchase/operate the server equipment inside. So let's see which cloud and colocation providers have the available capacity at the moment to lease or rent to them: (Secured Capcity = MW's certain for energization or energized already) *No Pipelines *No Sites with uncertain energization capability *No sites already leased *Available to"
X Link 2026-02-10T04:19Z [----] followers, [---] engagements
"@user889889 Colchis does not they have AEP agreement not ERCOT"
X Link 2026-02-10T14:13Z [----] followers, [--] engagements
"@TheMarketJarl How much is software apart revenue for $NBIS"
X Link 2026-02-11T06:16Z [----] followers, [---] engagements
"$IREN is trading at $14B Mkt Cap and has 4.5GW of secured energized capacity for AI/HPC available to lease. $CIFR is trading at $6B Mkt Cap and has 370MW of secured energized capacity for AI/HPC available to lease. Make that make sense. I love $CIFR but there is big discorrelation in $IREN's share price right now. https://twitter.com/i/web/status/2020555665492550027 https://twitter.com/i/web/status/2020555665492550027"
X Link 2026-02-08T17:49Z [----] followers, 61.6K engagements
"@InvestorTobacco They expect 800-1000MW of connected from the 2GW contracted. So how much do they expect Active If you cant answer a simple question it tells you allot"
X Link 2026-02-13T01:33Z [----] followers, [---] engagements
"Cipher Mining : The Master Infrastructure Breakdown The Thesis: Cipher is pivoting from a pure Bitcoin miner to a dual-strategy developer of HPC (High-Performance Computing) & AI Data Centers. Their value lies in controlling massive blocks of power in a constrained US grid. (*FYI keep in mind that as per CEO said deals can be sign well in advance to their energization dates espcially for big sites who need [--] months + to build.) (*This breakdown does not include Stingray and Reveille which are closer in the queue.) [--]. The Asset Portfolio: "The [--] Ms" & Colchis"
X Link 2025-12-05T01:55Z [----] followers, [----] engagements
"Cipher Mining 28th Annual Needham Growth Conference: They are currently in active discussion for 370MW across Stingray Reveille and Ulysses. The pace of demand picked right back up after the holidays. We have multiple Hyperscalers interested in several of our sites. He mentioned nothing is finalized until a deal is struck so never hatch your eggs to early. They have spoken to everyone in the space from neo-clouds to hyperscalers to sovereigns and family offices and things like that that might be interested. The debt market views $CIFR as less risky Allot more to cover tonight in a full"
X Link 2026-01-13T21:20Z [----] followers, 13.6K engagements
"Full transparency I sold out of $CIFR this morning. As much as I love the company I decided short term there are better positions to be in. Since I bought it in early December It has been the top performing miners even outperforming $IREN. I believed at that time it was undervalued compare to its assets. As we know now $CIFR is monetizing 370MW across its portfolio and has 1GW with a AEP Interconnection with 1.5GW in the pipeline waiting on ERCOT next step approval. I still believe $CIFR has allot of upside and I will look to re-enter in the future but in the short to mid term I believe $IREN"
X Link 2026-01-23T16:06Z [----] followers, 44.7K engagements
"$IREN Some players in the space talking about how it could be Anthropic because of this Software talk with a potential tenant. What if its xAI instead 👀 Elongate your timeline. This space will run for awhile - ifykyk"
X Link 2026-02-09T06:07Z [----] followers, [----] engagements
"$CIFR is moving like there will be a deal this week 👀"
X Link 2026-02-10T16:02Z [----] followers, 14K engagements
"$CIFR Right now"
X Link 2026-02-10T16:29Z [----] followers, [----] engagements
"@user889889 @Allstarsv16 That's false listen to the earnings call again. Dan was very clear that they are finalizing a multi billion dollar contract"
X Link 2026-02-10T18:03Z [----] followers, [---] engagements
"@anandragn mgmt didnt offer much clarity sround forward deals Are you smoking crack Btw Clarity and Visibility are the same thing kid. Here is youre clarity: MULTIPLE advanced negotiations as execuation and financing progresses"
X Link 2026-02-10T20:29Z [----] followers, [----] engagements
"Hmmm $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 2026-02-10T21:30Z [----] followers, 79.4K engagements
"Sometimes it's so obvious its right in your face and everyone wants to point you the other way. $IREN"
X Link 2026-02-10T21:30Z [----] followers, [----] engagements
"🫵😂 Add ZETA OSCR PGY NBIS I know this is going to be hard to hear but if your entire portfolio consists of HIMS HOOD PLTR etc you are not a serious investor. You are a fad stock investor. For a period of time fad stocks can work. But you wont actually be able to build a career on it. Maybe thats OK. I know this is going to be hard to hear but if your entire portfolio consists of HIMS HOOD PLTR etc you are not a serious investor. You are a fad stock investor. For a period of time fad stocks can work. But you wont actually be able to build a career on it. Maybe thats OK"
X Link 2026-02-10T21:30Z [----] followers, [----] engagements
"@2qHA031dppMDvnm I wonder if that affects sites who already have grid secured power 👀"
X Link 2026-02-11T00:15Z [----] followers, [---] engagements
"Hmmm $IREN $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 2026-02-11T01:01Z [----] followers, [----] engagements
"@jiahanjimliu @Yuchenj_UW Anthropic looks like the best partner"
X Link 2026-02-11T07:29Z [----] followers, [---] engagements
"@MB_Hogan @jiahanjimliu Thank you for your honesty Mark your are valorant soldier. In [----] $CRWV spent these two years building the foundation of what would become their proprietary software layer. I think in today's age with the amount of AI software devs there are out there it can be done in 1"
X Link 2026-02-11T16:22Z [----] followers, [---] engagements
"In [----] $CRWV spent these two years building the foundation of what would become their proprietary software layer. I think in today's age with the amount of AI software devs there are out there it can be done in [--]. IREN is also in a better capital position in [----] than CRWV was in [----]. If you're talking about premium then define the figure. We have more AI software engineers in [----] then we did in [----]. In [----] CRWV had merely $1.2M in capital and managed to launched their software in [--] years. In [----] IREN has $2.8B in cash. Like I said you're software argument is broken."
X Link 2026-02-11T17:54Z [----] followers, [---] engagements
"Pam Bondi Needs to go to jail for lying about the Dow"
X Link 2026-02-12T20:53Z [----] followers, [---] engagements
"$CIFR BULLISH 🔥 *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 2026-02-04T13:57Z [----] followers, [----] engagements
"WOW $CIFR 🔥 $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 $2B issue. Yield tightens to 6.125% from early indication 6.375%. https://t.co/4eOH6ElVNq"
X Link 2026-02-04T19:50Z [----] followers, [----] engagements
"$IREN $CIFR Bears are looking for signs of capitulation but holy sh*t no one is understanding what's about to come"
X Link 2026-02-04T19:56Z [----] followers, [----] engagements
"So the question is does $CIFR Balloon the previous loan or is this fresh new capital because something is coming up 👀"
X Link 2026-02-04T20:25Z [----] followers, [----] engagements
"Is this a reference to the the bond offering today or did $CIFR just hit oil 🤔 https://t.co/1otyHKfw5M https://t.co/1otyHKfw5M"
X Link 2026-02-05T01:04Z [----] followers, 12.6K engagements
"Yeah anyways $BITF is more cooked than anyone"
X Link 2026-02-05T21:22Z [----] followers, [---] engagements
"$IREN just secured $BITF and most other miners entire Pipeline in one site 🤯 And its energized sooner $IREN Power Portfolio is insane Now can they turn it into revenue that is the question in play. I will be listening to the call for signs of demand and weakness. Why was there no deal https://twitter.com/i/web/status/2019524397581889616 https://twitter.com/i/web/status/2019524397581889616"
X Link 2026-02-05T21:31Z [----] followers, 17.1K engagements
"$WULF CEO has criticized $CIFR's new 1GW Colchis site in the past estimated to be energized in [----]. He may be hinting at it again 👀 TeraWulf $WULF CFO last week on @McnallieM explaining why they haven't expanded their data center portfolio to the ERCOT region of Texas: "If you think you're getting power (from ERCOT) in [----] or [----]. you better have some politically connected people in your corner or https://t.co/vgyqJ4KVVz TeraWulf $WULF CFO last week on @McnallieM explaining why they haven't expanded their data center portfolio to the ERCOT region of Texas: "If you think you're getting"
X Link 2026-02-09T21:27Z [----] followers, [----] engagements
"Honestly amazing seeing some investors crack on $IREN due to price action and sentiment being swayed away by cry babies. People have no patience. "Oklahoma increasing secured grid-connected power to 4.5GW" Now go find me a site that has 2GW of grid-secured power and 1.6GW of grid-secured powered or something that even comes close to half of that. You wont. They are leveraging their power and playing the waiting game as said on the call. People are swayed by short term noise but are not looking forward at how strong the fundamental setup is. One contract will do to silence the babies. As a"
X Link 2026-02-10T19:28Z [----] followers, 26.7K engagements
"$IREN Getting some Youtube love 🙌 Wall Street just made a HUGE MISTAKE on $IREN Here's why I'm buying this stock right now: https://t.co/LhSFLYH4wt Wall Street just made a HUGE MISTAKE on $IREN Here's why I'm buying this stock right now: https://t.co/LhSFLYH4wt"
X Link 2026-02-11T05:14Z [----] followers, [----] engagements
"Iren So $IREN 1.4GW Sweetwater Site will be in full operation by 2027-2028. Energization hits in [----]. When it comes to signing large contracts being energized now is important to closing a cloud + colo deal. GPU procurement and financing on $IREN side must fall in line with date of DC operation. All this must be accounted for with the DC Build procurements. Now that this year 1400MW comes online $IREN can start securing deals for Sweetwater 2027-2028 operations. $IREN also has 450-500 Estimated MWs gross left at Childress that is energized and soon to be in operation for colo + cloud this"
X Link 2026-01-18T06:12Z [----] followers, 26.2K engagements
"Wow $BE is just a beast of a energy stock. Q4 REV $777.7M vs $648.5M Q4 EPS $0.45 vs $0.31M"
X Link 2026-02-05T21:43Z [----] followers, [---] engagements
"Over the weekend I posted some napkin math on how much in just colo fees a hyperscaler would save by buying $IREN at $14B. This was temporarily reposted by @danroberts0101 CEO of $IREN 🙌 Using the same build costs as $CIFR for 4500MW of DC capacity it would roughly be $30B. Add the $14B E/V and thats a total cost of $44B at the time of the post for 4500MW of DC capacity. So if you take the same rate $CIFR charged to AWS for $IREN that would be a total of $82.5B in colocation fees payed by a Hyperscaler for $IREN total capacity. Minus the $82.5 [--] year colo fee with the total cost a"
X Link 2026-02-08T04:16Z [----] followers, 108.7K engagements
"If $CRWV started out as a Ethereum Mining company and transitioned into a software cloud solution. Then what makes you think $IREN cant Software is not a compelling argument as to why they havent announced a deal. It gives them optionality but in recent call they said closing a deal including software is not a problem in matter in fact they are working on one right now. Why Unlike power which takes years to get for example Gas Engines are backlogged until [----] multiple US States are stopping DC builds and grids are massively constraint. Software is easier to build and acquire from the time a"
X Link 2026-02-11T16:12Z [----] followers, [----] engagements
"$IREN 🤯 $433M IN Potential Inflows by being included in the MSCI USA Index effective February [--] Per Goldman Sachs. This means that ETFs and mutual funds that automatically track the MSCI index are now required to buy IREN shares to match the index's composition. Goldmach Sachs PT $39.00 cc: @bitcoinbutcher1 @ResearchVa https://twitter.com/i/web/status/2021762666767806705 https://twitter.com/i/web/status/2021762666767806705"
X Link 2026-02-12T01:45Z [----] followers, 15.8K engagements
"This is extremely bullish for $IREN as he is essentially describing a scenario where the bottleneck for AI progress is no longer human ingenuity but physical infrastructure. xAI cofounder has resigned and says "recursive self-improvement loops will likely go live within [--] months and the right tools could unlock 100x productivity" that means AI improving AI is most likely coming earlier than previously thought anthropic and openAI have been https://t.co/F63mdtOc4o xAI cofounder has resigned and says "recursive self-improvement loops will likely go live within [--] months and the right tools"
X Link 2026-02-12T05:03Z [----] followers, 23.8K engagements
"$IREN There was allot of point to in the call which I liked but these statements were often overlooked from the rest. Kent Draper: So we continue to believe that these chips will have a long economically useful lifetime in excess of the contract lengths that we are signing even the Microsoft one at [--] years. Dan Roberts: having now absorbed the capital requirements associated with our Microsoft deployment we're able to focus on converting a broader set of advanced customer negotiations into contracted revenue. 🐎 https://twitter.com/i/web/status/2021822214216073267"
X Link 2026-02-12T05:42Z [----] followers, [----] engagements
"So it took $NBIS [--] Datacenters to raise capacity by 500MW. (*Most of them owned). Hmm 👀 Does anyone know the energization dates and how they will be powered"
X Link 2026-02-12T18:55Z [----] followers, [----] engagements
"The difference here is that $NBIS has 170MW of Active Power and 2GW of contracted power (This is not defined of how much is colocation or ownership neither if its secured to actually energize). $IREN has 870MW of Active Power with 1400MW of Active power coming online in April. They also have an additional 2.2GW secured active power to come online in [----] and [----]. Big Difference here. $NBIS Guided. $IREN Secured. FinX cant wrap their head around that because they have a big bias"
X Link 2026-02-12T23:53Z [----] followers, 23.3K engagements
"$IREN Secured 4.5GW of Capacity $NBIS has guided 3GW of contracted end of [----]. Secured Guided Not sure how they guided 3GW of contracted end of [----] if they are moving 0.8-1GW of contracted to connected end of [----]. Somebody did not math the equation at $NBIS Know what you own. https://twitter.com/i/web/status/2022132941812302181 https://twitter.com/i/web/status/2022132941812302181"
X Link 2026-02-13T02:17Z [----] followers, [----] engagements
"@genZinvest0r Lol yes. 800MW - 1GW (Not +) is incremental to generating $7-$9B ARR. Do you think its going to come from air"
X Link 2026-02-13T16:42Z [----] followers, [---] engagements
"Thats correct I stated Active capacity is baked into connected. I also said they wont mark a 30-40% premium because of their software. Their software proves to have no revenue still. Its just a perk. What you failed to mention is that the 20% increase in Price per MW comparison comes from the fact that they are paying more for Colo and the they are using slightly more expensive GPUs than IREN. So the economics are quite the same here. https://twitter.com/i/web/status/2022367974020010130 https://twitter.com/i/web/status/2022367974020010130"
X Link 2026-02-13T17:51Z [----] followers, [--] engagements
"What Gen Z Fails to mention about $NBIS guide is that ARR Guidance of of $7-9B ARR includes the $1.25B/170MW Active. Therefore New [----] ARR is $5.75-7.75B with guided NEW connected capacity of 800MW to 1GW expected to turn into Active for the ARR. That means that on the low side $5.75B/800MW Active power equals to $7.19B price per MW Which falls in line with Y/E [----] of $1.25B/170MW Active which equals to $7.35B price per MW This is similar to $IREN's [----] Guide of $3.4B ARR/460MW = $7.39M price per MW Actually $IREN economics are way better because they are not paying colo fees. $NBIS also"
X Link 2026-02-13T18:31Z [----] followers, [----] engagements
"@longinvest32 no clearly not. Look at the cacluation. NBIS bulls mix up PaaS for SaaS. It's a free perk not palantir software"
X Link 2026-02-13T18:39Z [----] followers, [--] engagements
"@NeuralCadence Brother no one cares about your model we care about companies guidance. Go with company guidance not fairytail marc predictions 😂"
X Link 2026-02-13T19:26Z [----] followers, [--] engagements
"JPMorgan Chase increased its stake in $CIFR Cipher Mining by 996.9% in Q2 acquiring an additional [-------] shares to hold [-------] shares (about 0.57% of the company) worth roughly $10.6 million. Analysts have turned broadly bullishmultiple firms raised price targets and ratings (13 Buys [--] Hold [--] Sell) giving a consensus rating of "Moderate Buy" with a consensus price target of $24.73 Looks like Reginald & Jamie are prepping for a big [----] 🔥 🐂 https://twitter.com/i/web/status/1998416981528043833 https://twitter.com/i/web/status/1998416981528043833"
X Link 2025-12-09T15:38Z [----] followers, 43.4K engagements
"On November 5th $CIFR Hit an all time-high of $25. Since then $CIFR has taken a big dip reaching all the way down to $13. Here is what has been announced since Nov 5th: - Nov [--] [----]. Cipher Mining Signs Additional [--] MW 10-Year AI Hosting Agreement with Fluidstack - Dec [--] [----]. Cipher Mining Announces Acquisition of [---] MW Site in Ohio - Nov [--] [----]. Cipher Mining Inc. Announces Proposed Offering of $333 Million of Additional Senior Secured Note - Jan [--] [----]. Cipher Welcomes Industry Veterans Lee Bratcher and Drew Armstrong $CIFR Now has a total 3.4GW In the pipeline for AI/HPC: - Stingray"
X Link 2026-01-08T01:13Z [----] followers, 18.1K engagements
"BULLISH $IREN $CIFR $AMD 🔥 $NVDA's Huang: it will take [--] years to figure out how much demand we have. 🐂"
X Link 2026-02-06T17:59Z [----] followers, [----] engagements
"@grok @goingtobillions @samsolid57 @grok How could they Aim for 3GW YE contracted if they are moving 800-1GW from contracted to connected year end"
X Link 2026-02-13T14:44Z [----] followers, [--] engagements
"Now that $bitf is now $keel do you think it will stop getting keeled"
X Link 2026-02-06T19:36Z [----] followers, [----] engagements
"Anthropic is looking for 10GW 👀 *ANTHROPIC MULLS SECURING 10GIGAWATTS OF CAPACITY: THE INFORMATION Anthropic has privately discussed getting [--] GW by renting capacity from cloud providers and notably by leasing its own data center spacemeaning it would likely purchase/operate the server equipment inside. So let's see which cloud and colocation providers have the available capacity at the moment to lease or rent to them: (Secured Capcity = MW's certain for energization or energized already) *No Pipelines *No Sites with uncertain energization capability *No sites already leased *Available to"
X Link 2026-02-10T05:02Z [----] followers, 42.2K engagements
"Its actually pretty simple $NBIS will have 7-9B ARR end of [----] and estimated 170MW current + 800-1GW to connected (converted to active). $IREN guided 3.4B ARR for 460MW. When you calculate the Price per MW you actually arrive at similar rates. There is no way in hell $NBIS is charging a 30-30% premium per MW for the PaaS they dont even describe Software in their Income Statement. https://twitter.com/i/web/status/2022343827806187853 https://twitter.com/i/web/status/2022343827806187853"
X Link 2026-02-13T16:15Z [----] followers, [---] engagements
"Long $IREN $CIFR AWS CEO: Well be capacity constrained for the next couple of years. AWS growth accelerated for the last two quarters and UBS sees AWS growth over 30% this year. Stock Having its longest slump over the last [--] years. Its getting ridiculous. Long $AMZN. https://t.co/a0AoLhqjZX AWS CEO: Well be capacity constrained for the next couple of years. AWS growth accelerated for the last two quarters and UBS sees AWS growth over 30% this year. Stock Having its longest slump over the last [--] years. Its getting ridiculous. Long $AMZN. https://t.co/a0AoLhqjZX"
X Link 2026-02-13T17:33Z [----] followers, [----] engagements
"@FrameworkWisely This is from q3 in q4 they described 170MW as Active power and guided 800-1000MW of connected power for 2026"
X Link 2026-02-13T20:11Z [----] followers, [--] engagements
"Yes exactly this proves nothing They described connected power in q3 as the ability of being active then in q4 described 170MW as Active and Guided 800MW-1GW connected and 3GW contracted We actually truly dont know unless they list each sites by sizes in their respective category. https://twitter.com/i/web/status/2022405171326644298 https://twitter.com/i/web/status/2022405171326644298"
X Link 2026-02-13T20:19Z [----] followers, [--] engagements
"$CIFR Cipher Mining Inc. Announces Proposed Offering of $2.00 Billion of Senior Secured Notes - Debt Offering (Non Dilutive) - issued by Black Pearl Compute LLC - To Private Investors - Interest Rate not finalized Although these are issued by Black Pearl LLC which is for their Black Peal Site this may be intended for a new project indirectly. They already raised nearly enough cash to fund Black Pearl and Barber Lake. No this is not to balloon given the market conditions this will have the same interest rate. Interesting 👀 🐎"
X Link 2026-02-03T14:42Z [----] followers, [----] engagements
"If a Hyperscaler wanted to buy $IREN for $14B at todays E/V they would save $82.5B in colocation fees for the next [--] years for 4.5GW. That's a big save Why $82.5 $CIFR received $5.5B for [--] years from AWS for 300MW. Repeat those economics for $IREN's 4.5GW secured energy and you have $82.5B for [--] years in colocation revenue. $IREN trading today for $14B is very cheap when comparing it to its secured MW's. 🏇 https://twitter.com/i/web/status/2019819795072393342 https://twitter.com/i/web/status/2019819795072393342"
X Link 2026-02-06T17:05Z [----] followers, 74.4K engagements
"CEO of DataOne (The ones building the NJ DC for $NBIS) taking shots at $IREN 👀 CEO of Dataone basically talks about how they will be able to build 400MW Gross load Plant in [--] months using Gas Engines and emission technology called the hexageneration that will allow the plant to run at net-zero emissions. Keep in mind they have only built two other AI Factories 15MW each while $IREN spent years securing power from the grid. Opinions: @jiahanjimliu @FransBakker9812 @Agrippa_Inv @bitcoinbutcher1 @SmallCapSnipa @Spiralout_one @BagelC47 Let them talk they will realise Nebius is in a league of"
X Link 2026-02-09T06:03Z [----] followers, 30.4K engagements
"This is very important to know for anyone operating in the ERCOT Area. $IREN $CIFR This also solidifies $IREN already secured power in Texas. 🐎 ERCOT's proposed large load study framework currently making its way through the stakeholder engagement and consultation process will be a moment of reckoning for datacenter loads looking to grid interconnections to save them. It's becoming increasingly clear that you will need ERCOT's proposed large load study framework currently making its way through the stakeholder engagement and consultation process will be a moment of reckoning for datacenter"
X Link 2026-02-11T16:36Z [----] followers, 10.9K engagements
"@MikeLongTerm @BlackRock @AMD They are buying up for end of the year blast off"
X Link 2026-02-12T23:06Z [----] followers, [---] engagements
"@InvestorTobacco Mate I know they will have 2.275GW of Active Power by April I dont know how much of that is connected to IT WTF does contracted mean 😂 Is it secured Is it bought from somewhere"
X Link 2026-02-13T01:48Z [----] followers, [---] engagements
"@JH_ED12 @cvel317 ha ha 130% gain on $CIFR since nbis has done nothing"
X Link 2026-02-13T03:45Z [----] followers, [---] engagements
"@joshfrazzini @InvestorTobacco Youre uninformed. You cant derived 8b Arr from 170MW active the 800MW-1GW connected must translate to Active"
X Link 2026-02-13T03:52Z [----] followers, [--] engagements
"Its actually not misleading. You're largely innacurate. "you're tossing around "Active Power" like it's the same thing between them but one is 100% AI and the other is 9% AI." - Active Power is MW's that energized. They currently have 170MW. This is what is described in their letter of shareholders "NBIS has 170MW of AI active power IREN is unknown my guess is 1/2-2/3rd of 50MW Prince George so 20-30MW" - NBIS 170MW of Active Power (Yes this is used for AI we know this but they are talking about MW's energized in their portfolio) IREN has 910MW energized (750 Childress 80MW Mackenzie 50MW"
X Link 2026-02-13T06:12Z [----] followers, [---] engagements
"@grok @goingtobillions @samsolid57 @grok some lf those sites are listed as Active Which ones are apart of the 800-1000MW connected and which are apart of the 2GW contracted"
X Link 2026-02-13T14:41Z [----] followers, [--] engagements
"@grok @goingtobillions @samsolid57 @grok why guide for 3GW contracted and 800MW-1GW connected Its define into three categories Active Connected and Contracted as per the Q4 Letter. Also what are the sizes and how will they be power for their current 2GW contracted"
X Link 2026-02-13T14:53Z [----] followers, [--] engagements
"@clockworksantos @genZinvest0r No you actually just proved yourself wrong. lol. Find me in the shareholder letter where it says that not what AI thinks. Look at how we got to two different answers with your question"
X Link 2026-02-13T19:58Z [----] followers, [--] engagements
"I will call a spade a spade. They did not clarify in the q4 shareholder letter that "Connected power includes both active power and power that is fully provisioned and can be activated immediately upon GPU installation" But they did in q2 and q3. Therefore something must have changed in their guidance. Don't be fooled by corporate lingo. https://twitter.com/i/web/status/2022410521061015557 https://twitter.com/i/web/status/2022410521061015557"
X Link 2026-02-13T20:40Z [----] followers, [--] engagements
"Iren So $IREN 1.4GW Sweetwater Site will be in full operation by 2027-2028. Energization hits in [----]. When it comes to signing large contracts being energized now is important to closing a cloud + colo deal. GPU procurement and financing on $IREN side must fall in line with date of DC operation. All this must be accounted for with the DC Build procurements. Now that this year 1400MW comes online $IREN can start securing deals for Sweetwater 2027-2028 operations. $IREN also has 450-500 Estimated MWs gross left at Childress that is energized and soon to be in operation for colo + cloud this"
X Link 2026-01-18T06:12Z [----] followers, 26.2K engagements
"$CIFR WHAT WAS SAID ON THE SPACE TONIGHT WITH CIPHER CEO TYLER PAGE Financial & Project Updates $1.3B fully exercised from the converts $1.7B to build Barber Lake. Potential Debt Refinance with google as backstopper. The convert was a fantastic way to raise allot of money at fantastic terms and raise allot of it We now have allot of capital on hands that was very cheap to get Power Availability [--] MW available at Barber Lake for HPC. [---] MW available at Black Pearl Phase [--] for HPC. [---] MW available right now at Odessa and Phase [--] Black Pearl for retrofit and conversion to HPC. [---] MW"
X Link 2025-09-29T02:18Z [----] followers, 41.3K engagements
"As of now the market has priced in [--] deal in for $CIFR I believe the stock is now tracing to new highs for a potential second deal by the end of the year. $CIFR Currently has [--] MW available now at Barber Lake and 150MW to 300MW at Black Pearl. We do not know the size of the next deal but I believe at a minimum it will take the stock to a $10B Mkt Cap. Their cash sits at very healthy position with the CEO in a recent X space saying they have allot of cash right now more cash than they thought they needed and they are in very healthy spot. Cipher has also expressed buying GPU's and plugging"
X Link 2025-10-04T22:08Z [----] followers, 58.7K engagements
"When $CIFR hits $30 I will tell my kids I survived the great AI bubble"
X Link 2025-11-14T15:27Z [----] followers, 14.9K engagements
"$CIFR Macquarie has raised the target price for Cipher Mining (NASDAQ:CIFR) from $16.00 to $27.00 projecting a potential upside of 67.60% from its previous close. (Same Group that helped $APLD and $BITF) https://twitter.com/i/web/status/1981162316847599940 https://twitter.com/i/web/status/1981162316847599940"
X Link 2025-10-23T00:54Z [----] followers, 16K engagements
"$CIFR just added another 1GW under its portfolio and nobody is batting a eye 👀"
X Link 2025-11-03T19:33Z [----] followers, 13.3K engagements
"🚀 $BITF Analysis: Bitfarms' Potential $73.52 Share Price Bitfarms could hit $10 short-term due to: ✅ [--]. Enhanced datacenter buildouts ✅ [--]. Peer contract wins (e.g. $CIFR) ✅ [--]. Strong AI datacenter spending ✅ [--]. Potential contract at its [--] MW Washington site With [---] GW in the pipeline and possible Quebec datacenter approvals for AI/HPC low energy costs could drive growth. Securing [---] GW in contracts like $WULF s terms could yield $2.7 billion in annual revenue for [--] years with 85% net income valuing shares at $73.52. Success depends on execution and AI spending. Among miners transitioning"
X Link 2025-09-21T19:47Z [----] followers, 33.3K engagements
"If $CIFR offers the full stack in the next deal they will be the only company in the market that has locked in a 5-10 Year deal while owning the Land Power Infra and Compute. They will have one of the highest Top Line and Bottom Line in the AI/HPC space. Higher than $NBIS $CRWV $WULF $APLD $CORZ. I wont put $BITF cause they dont generate AI/HPC revenue yet. And I wont put $IREN because they are doing this as a Neo-cloud"
X Link 2025-10-29T17:31Z [----] followers, 26.2K engagements
"Yes I know it sucks. $CIFR absolutely crushed and delivered on earnings and were getting tossed around like the rest of the garbage. Feels like the stock should be trading in the mid 20s by now. This is how the market works sometimes. 🤷🏻♂"
X Link 2025-11-12T15:29Z [----] followers, 20.2K engagements
"What if I told you that $CIFR owns more land and power than $NBIS and $CRWV Combined 🫢"
X Link 2025-10-09T16:54Z [----] followers, 24.3K engagements
"$CIFR crushed earnings and delivered by far the best results. New 1GW Site. 5.5B contract with $AMZN AWS with no further equity dilution. Huge Pipeline Growth ahead. After the recent market dip we are smack down to where we were pre-earnings. Imo this is overdone"
X Link 2025-11-10T23:38Z [----] followers, 15.4K engagements
"$CIFR Green Overnight. Somethings cooking 🤫"
X Link 2025-10-23T00:35Z [----] followers, 19K engagements
"Remember $CIFR signed a 5.5B 300MW deal with $AMZN with no dilution and no equity given. Big Change from its first 168MW deal with fluidstack and $GOOG. They also raised 1.4B that was 8x oversubscribed (no dilution). They added 1GW of land and power ready by [----] with 95% ownership. I am confident we will expect more deals and acquisitons like this. I believe that we are massively undervalued and should be trading in the 30's range minimum. My basis is solely off of its outlook and recent deals. Analyst also seems to agree After hearing this call with $IREN I am more bullish on $CIFR"
X Link 2025-11-06T23:26Z [----] followers, 14.9K engagements
"$IREN CEO said Customer like Microsoft are only looking for bare-metal servers so they can add their own orchestration on top. 👀 Like I was saying Hyperscalers dont care about the software. They want power and compute Software is more important for the smaller customers like $CRWD $SHOP. The problem for $NBIS is that they have the software but they dont have the land and power capacity to build into a hyperscaler. And they own little to no datacenters. I think in this AI revolution $IREN & $CIFR have the edge. Im only putting them because they best quality teams"
X Link 2025-11-06T22:58Z [----] followers, 18.1K engagements
"Remember $CIFR is already in early discussions with potential tenants for its new 1GW site Colchis. Thats just one of its sites from its portfolio. So many big things in the cards right now. 🤯 Dont sleep on $CIFR"
X Link 2025-11-10T15:22Z [----] followers, 12.7K engagements
"There is a reason why the smartest people in the room are pointing to the same two stocks $IREN $CIFR 🤷🏻♂"
X Link 2025-10-02T18:34Z [----] followers, [----] engagements
"$CIFR is a gift right now"
X Link 2025-11-07T18:47Z [----] followers, [----] engagements
"The new CFO Hire at $CIFR is no random. He is a vet in the space and by the far most experienced since [----]. He knows about almost every deal and structure in the bitcoin mining space. He is also not unfamiliar with Cipher. In the video below you see him on a panel with the Co-President of Cipher Mining in early [----]. This was a great hire for $CIFR no kidding they announced it on Time Square. Great things ahead S/O to @NFTGroudon for the find https://www.youtube.com/watchapp=desktop&v=G-g1R2WdAw0 https://www.youtube.com/watchapp=desktop&v=G-g1R2WdAw0"
X Link 2025-10-18T04:32Z [----] followers, 13.9K engagements
"What a beautiful chart by $IREN. 100B Mkt Cap is Possible. This thing is Palantir'ing Will $CIFR follow Its time"
X Link 2025-10-07T21:31Z [----] followers, 16.4K engagements
"You can buy $BITF for a 3B mkt cap and 300MW AI/HPC Pipeline or you can buy $CIFR for 7.4B and 2.8GW AI/HPC Pipeline and ready to serve now. were just getting started $CIFR Texas"
X Link 2025-10-17T22:39Z [----] followers, 63.1K engagements
"How much is $CIFR entire pipeline worth Based on ciphers recent deal with Amazon their entire pipeline colocated out is worth $75.5B in revenue over [--] years. Math: 4.1GW X $1.83M per MW = $75.1B over [--] Years. $75.1 [--] = $5B in Annual Revenue. $CIFR is only trading at $5.67B. This is not a joke. This real. We are going so much higher I have not included the appreciation of MW's and I have not Included cloud revenue or potential new sites and JV partnerships. @CipherInc has the potential of being a AI Datacenter Giant and they are moving leaner and more efficient than the heavy DC companies"
X Link 2025-11-15T22:34Z [----] followers, 19.6K engagements
"Just to give some quick maths on $CIFR without making people scratch their head too much. In plain sense $CIFR mkt cap is currently $5.67B $IREN is $13.14B. At this very moment $CIFR has a bigger pipeline than $IREN but entirely two different business models: $IREN: 3GW Secured Grid-Connected Power Capacity $CIFR: 4.1GW Secured Grid-Connected Power Capacity Most of the power for $CIFR is expected to come online in [----] and most of the power for $IREN is coming online in [----]. At the moment $CIFR is doing a co-location thing and $IREN is is deploying cloud instances with co-location. Both"
X Link 2025-11-15T22:11Z [----] followers, 19.9K engagements
"$CIFR Somethings cooking"
X Link 2025-10-06T00:13Z [----] followers, 13.6K engagements
"$CIFR Overnight demand is strong😎"
X Link 2025-10-06T03:13Z [----] followers, [----] engagements
"They are keeping $CIFR down"
X Link 2025-11-10T20:50Z [----] followers, 16.5K engagements
"$CIFR is down 30% but all I see is 100% upside from here"
X Link 2025-11-14T18:13Z [----] followers, [----] engagements
"$CIFR Green 👀"
X Link 2025-10-07T18:52Z [----] followers, [----] engagements
"Bought some more $CIFR"
X Link 2025-11-13T17:25Z [----] followers, [----] engagements
"Good morning $CIFR Bulls I heard neo-clouds are having power constraint problems. Its okay because we have the best wild-cat power hunters and data-center build out Teams 🤟🏼 Own the picks and shovels ⛏"
X Link 2025-11-12T13:31Z [----] followers, [----] engagements
"$CIFR Something is brewing"
X Link 2025-10-03T02:57Z [----] followers, [----] engagements
"Good thing $CIFR has 2.5GW expected to come online by [----] 🚨BREAKING: MORGAN STANLEY WARNS OF U.S. POWER SHORTAGE FOR DATA CENTERS BY [----] Morgan Stanley says surging AI demand could create a power shortfall of up to 20% about [----] GW for U.S. data centers through [----]. SO BULLISH FOR $IREN $CIFR $BITF cc: @mikealfred 🚨BREAKING: MORGAN STANLEY WARNS OF U.S. POWER SHORTAGE FOR DATA CENTERS BY [----] Morgan Stanley says surging AI demand could create a power shortfall of up to 20% about [----] GW for U.S. data centers through [----]. SO BULLISH FOR $IREN $CIFR $BITF cc: @mikealfred"
X Link 2025-11-12T13:54Z [----] followers, 13.3K engagements
"🚨BREAKING: MORGAN STANLEY WARNS OF U.S. POWER SHORTAGE FOR DATA CENTERS BY [----] Morgan Stanley says surging AI demand could create a power shortfall of up to 20% about [----] GW for U.S. data centers through [----]. SO BULLISH FOR $IREN $CIFR $BITF cc: @mikealfred @_Sgr_A_Star @danielnewmanUV"
X Link 2025-11-12T13:45Z 18.2K followers, 107.6K engagements
"I think every detail on AI that has came out this week has been bullish for DC Stocks like $CIFR - AMD Very Large AI Datacenter Guidance - Nvda Hometown Datacenters sitting without power - Neo-Clouds cant keep up with demand because not enough power capacity - Anthropic Investing 50B into AI Datacenters - Meta to spend 600B on Ai Datacenters Whats funny is that DC Stock $IREN $CIFR are now down more than 30% since all these catalysts came out this week. If this is not a buying opportunity I dont know what is"
X Link 2025-11-12T17:45Z [----] followers, [----] engagements
"$BITF Sleeping beast ready to wake $CIFR deal rumoured to be announced this week $IREN Pumping As we are still in the early innings of this [--] year phase I believe we surely undervalues at these levels with allot room to grow"
X Link 2025-09-19T14:08Z [----] followers, 13.8K engagements
"$NBIS ❓What Nebius is HIDING about the $17B Microsoft deal (IMPORTANT) As $IREN $CIFR and others are scaling up the ramps with their already massive Data Center footprints. I was curious to know more about Nebius and its deal with Microsoft. What I came to find out is that there is allot of grey areas and unknowns. (FYI I am a $NBIS shareholder at $55.00) Lets take deeper look: On Septemeber [--] [----] Nebius announced a $17.4B deal with Microsoft (MSFT) to deliver 300MW dedicated capacity from its new data center in Vineland New Jersey. ✅WHAT WE DO KNOW: [--] Year Term start time [----] "later this"
X Link 2025-09-28T18:48Z [----] followers, 29.7K engagements
"$CIFR Shes runnin folks and runnin hard $20 by EOW can be in the cards"
X Link 2025-10-06T13:07Z [----] followers, [----] engagements
"I recently watched this panel with @mikealfred. He mentioned something interesting about $IREN and West Texas which I ought to bring up. Mike Alfred said " Im obviously very highly biased but I think $IREN has the best site acquisition team in the space. They have gone out and acquired some really incredible sites. $IREN has view that we shouldnt announce those sites until there is a interconnect agreement actually signed so the actual pipeline for $IREN is quite substantial but you wont hear about those until its done. Where as allot of other folks not any of the people on the stage here of"
X Link 2025-11-09T17:44Z [----] followers, [----] engagements
"@mvcinvesting $CIFR"
X Link 2025-10-11T12:31Z [----] followers, [----] engagements
"I believe $CIFR has hit a pivotal point in the companies history. There are now more MWs reserved for AI/HPC than BTC mining. I believe over the next year we will see shift completely off of BTC Mining to AI/HPC. What I am betting on over the next few months: - Power and Land Acquisition - Colocation deals (retrofit & new builds) - Cloud Implementation - ERCOT Queue Approvals of its 3M sites. Right now $CIFR sits on top as one of the biggest power and land pipelines until [----]. I believe this puts them at an edge compared to many others. They have done a great job with financing. The Earnings"
X Link 2025-11-06T18:10Z [----] followers, [----] engagements
"$CIFR is the only company right now that can do what $IREN is doing. Will they do it I am excited for that decision. BOOOM"
X Link 2025-10-07T19:39Z [----] followers, [----] engagements
"Remember you can stil buy $CIFR for only $22. We just signed a 300MW 5.5B [--] Year JV deal with $AMZN AWS (No dilution needed to fund this build) - NEW 1GW site called Colchis in Texas with 95% Ownership - We are about to deploy a 56MW Cloud setup at barber lake - We still have Black Pearl which is 300MW ready now - We still have the rest of $CIFR Pipeline which is ready between 2025-2027 (Deals will be signed early for these sites) Imo we should be trading over a 10-12B Mkt Cap. At least over $30. We are now trading at last weeks price and we had none of this 👀"
X Link 2025-11-03T13:57Z [----] followers, [----] engagements
"$CIFR $IREN Who is buying the dip 👀"
X Link 2025-10-11T21:29Z [----] followers, [----] engagements
"$IREN $CIFR will surpass $NBIS $CRWV in valuation"
X Link 2025-10-14T12:51Z [----] followers, [----] engagements
"This is wrong at needs to be updated. $CIFR has now added a 1GW to its energy portfolio. If you include the The grey and blue operating available now + the total pipeline capacity you get 3.6GW AI-Compute Capacity in development. Which by my calculation puts it in 1st. It would be nice to see a update. Thanks"
X Link 2025-11-16T16:24Z [----] followers, [----] engagements
"$CIFR is the black sheep They are focusing on High Margins and Longevity. Watch and Learn. $CIFR often gets overlooked when people talk about IREN and NBIS. Dont forget that CIFR has secured deals with two hyperscalers: one with Google (via Fluidstack) and another with Amazon (AWS). +11.61%. Hit all time high. 🔥🔥🔥 https://t.co/laSj7cjCoC $CIFR often gets overlooked when people talk about IREN and NBIS. Dont forget that CIFR has secured deals with two hyperscalers: one with Google (via Fluidstack) and another with Amazon (AWS). +11.61%. Hit all time high. 🔥🔥🔥 https://t.co/laSj7cjCoC"
X Link 2025-11-05T14:59Z [----] followers, [----] engagements
"$CIFR often gets overlooked when people talk about IREN and NBIS. Dont forget that CIFR has secured deals with two hyperscalers: one with Google (via Fluidstack) and another with Amazon (AWS). +11.61%. Hit all time high. 🔥🔥🔥"
X Link 2025-11-05T14:55Z 39.5K followers, 23.7K engagements
"I truly believe $CIFR is wildly undervalued at these levels. I am currently processing everything that was said today. I believe we are going higher as the markets digest this information"
X Link 2025-11-03T23:38Z [----] followers, [---] engagements
"After hearing $NBIS & $CRWV earnings I have concluded that power capacity is the biggest bottleneck. Therefore $CIFR will be the biggest winner as they are focusing solely on that. They also are confident it has the highest profit margins higher than compute which is why they havent bothered to enter the GPU space as of yet. I believe if they enter the gpu space they will do it at conservative rate with the best possible financing as they mentioned that that is key. Therefore they will have one of the highest margins from bare-metal rentals"
X Link 2025-11-11T15:10Z [----] followers, [----] engagements
"Imo if $CIFR doesnt announce a deal Monday that is bullish. They are cooking. If you are going to colocate a valuable asset for [--] years + might as well monetize the shit out of it and add the compute. The shareholder meeting to approve the increase in shares is interesting. Seems like they are getting ready to fund something big 👀"
X Link 2025-11-01T16:07Z [----] followers, [----] engagements
"@topsecretstocks All theee cmon man $CIFR has 1.3B in cash and can easily raise another 1B + through debt refinance because of their google backstop"
X Link 2025-10-04T13:08Z [----] followers, [----] engagements
"Anthropic X Fluidstack to Invest $50B in AI Datacenters in Texas Who is in Texas and has a fluidstack deal $CIFR $WULF Google to Invest $40B in AI Datacenters in Texas Who has large [---] GW+ Pipeline $CIFR Who has the years of experience building high quality Datacenters and never missed a deadline $CIFR $CIFR selling point is not only its Site Portfolio but its datacenter building team"
X Link 2025-11-16T16:12Z [----] followers, [----] engagements
"$CIFR Buying pressure is coming in hot"
X Link 2025-10-22T19:13Z [----] followers, [----] engagements
"$CIFR $IREN ✅ $META is investing $600B in U.S. infrastructure to build out the AI data centers that will power its next decade of products and growth. https://t.co/Vr62jKiBmS $META is investing $600B in U.S. infrastructure to build out the AI data centers that will power its next decade of products and growth. https://t.co/Vr62jKiBmS"
X Link 2025-11-07T17:40Z [----] followers, [----] engagements
"$META is investing $600B in U.S. infrastructure to build out the AI data centers that will power its next decade of products and growth"
X Link 2025-11-07T17:14Z 347.5K followers, 121.1K engagements
"@UGOOOTWEETS @Akademiks Bruh what Thug said metro prob using his mom as an excuse. Thugs ungrateful ass wanted Drake to go talk to the president 🤣"
X Link 2025-09-06T15:24Z [----] followers, [----] engagements
"Manipulation on $CIFR is crazy at this point"
X Link 2025-10-31T19:49Z [----] followers, [----] engagements
"Kevin OLeary on AI Datacenters: $CIFR $IREN"
X Link 2025-10-15T02:41Z [----] followers, [----] engagements
"@moninvestor $BITF Short term Price target 8$. Long term $40-80"
X Link 2025-09-21T13:46Z [----] followers, [----] engagements
"@mikealfred 100% I feel it. They are trying to hide a gem"
X Link 2025-10-08T14:46Z [----] followers, [----] engagements
"Now that is beautiful 🥲 $CIFR"
X Link 2025-11-03T19:23Z [----] followers, [----] engagements
"$CIFR CEO on Patrick Fleury from $WULF comments about Texas. True excellence and respect 👏🏼"
X Link 2025-11-06T03:03Z [----] followers, [----] engagements
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