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# ![@investingwombat Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1981457506502373376.png) @investingwombat Investing Wombat

Investing Wombat posts on X about ai, bitcoin, $iren, microsoft the most. They currently have XXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.

### Engagements: XXXXX [#](/creator/twitter::1981457506502373376/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1981457506502373376/c:line/m:interactions.svg)

- X Week XXXXXX +54%

### Mentions: XX [#](/creator/twitter::1981457506502373376/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1981457506502373376/c:line/m:posts_active.svg)

- X Week XXX +67%

### Followers: XXX [#](/creator/twitter::1981457506502373376/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1981457506502373376/c:line/m:followers.svg)

- X Week XXX +13%

### CreatorRank: XXXXXXX [#](/creator/twitter::1981457506502373376/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1981457506502373376/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1981457506502373376/influence)
---

**Social category influence**
[finance](/list/finance)  XXXXX% [stocks](/list/stocks)  XXXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXXX% [technology brands](/list/technology-brands)  XXXXX% [countries](/list/countries)  XXXX% [automotive brands](/list/automotive-brands)  XXXX% [celebrities](/list/celebrities)  XXXX% [travel destinations](/list/travel-destinations)  XXXX% [exchanges](/list/exchanges)  XXXX% [events](/list/events)  XXXX%

**Social topic influence**
[ai](/topic/ai) 31.72%, [bitcoin](/topic/bitcoin) 18.62%, [$iren](/topic/$iren) #209, [microsoft](/topic/microsoft) #699, [bitcoin mining](/topic/bitcoin-mining) #129, [surge](/topic/surge) #365, [$mara](/topic/$mara) #98, [$googl](/topic/$googl) 4.83%, [$97b](/topic/$97b) #6, [tesla](/topic/tesla) #1871

**Top accounts mentioned or mentioned by**
[@stocksavvyshay](/creator/undefined) [@cryptogoos](/creator/undefined) [@techconversationspostdqmxxnmjotsnvidianvdajustreceivedanewpricetargetgetof350at350nvidiawouldbewo](/creator/undefined)

**Top assets mentioned**
[Bitcoin (BTC)](/topic/bitcoin) [IREN Limited (IREN)](/topic/$iren) [Microsoft Corp. (MSFT)](/topic/microsoft) [MARA Holdings, Inc. (MARA)](/topic/$mara) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Tesla, Inc. (TSLA)](/topic/tesla) [MPLX LP (MPLX)](/topic/mplx) [Hive Digital Technologies Ltd (HIVE)](/topic/hive) [Eos Energy Enterprises, Inc. (EOSE)](/topic/$eose) [Metaplex (MPLX)](/topic/$mplx) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Datadog Inc (DDOG)](/topic/$ddog) [Hive (HIVE)](/topic/$hive) [Charles Schwab Corporation (SCHW)](/topic/charles-schwab) [Novartis AG (NVS)](/topic/novartis) [SPX6900 (SPX)](/topic/$spx) [SPDR S&P XXX ETF Trust (SPY)](/topic/$spy) [Toncoin (TON)](/topic/$ton) [ETHZilla Corp (ETHZ)](/topic/$ethz) [Ethereum (ETH)](/topic/$eth) [USA Rare Earth, Inc. Class A Common Stock (USAR)](/topic/$usar) [Avidity Biosciences, Inc. Common Stock (RNA)](/topic/$rna) [Cameco Corporation (CCJ)](/topic/$ccj) [TeraWulf Inc. (WULF)](/topic/terawulf)
### Top Social Posts [#](/creator/twitter::1981457506502373376/posts)
---
Top posts by engagements in the last XX hours

"$MARA Signs LOI with $MPLX for West Texas Gas-to-Power Deal ⚡🤝 MARA and MPLX announced a letter of intent on November X 2025 for MPLX to supply natural gas to MARA's planned integrated power generation facilities and data centers in West Texas's Delaware Basin. Key drivers: The catalyst stems from periodic negative natural gas prices at Waha hub driving in-basin demand creation. This positions MARA to secure low-cost power contrasting with grid-reliant miners facing ERCOT congestion. Key details:📊 $MARA signed LOI with $MPLX for natural gas supply from Delaware Basin plants. The company"  
[X Link](https://x.com/investingwombat/status/1985709656577134711) [@investingwombat](/creator/x/investingwombat) 2025-11-04T14:04Z XXX followers, 1317 engagements


"$BTC Dips Below $100K Amid Selling Pressure 🚨📉 On November XX 2025 Bitcoin briefly fell below $100000 as investor concerns over the government shutdown and slowing economic growth triggered heavy selling. Key drivers: The ongoing government shutdown delays Treasury General Account drawdowns stalling liquidity tailwinds for risk assets. This contrasts with earlier ETF inflow momentum now slowed amid whale selling and economic contraction signals. Key details:📊 $BTC declined more than X% to 100921.98 USD on November XX 2025. Bitcoin is down roughly XX% from its all-time high above $126000 in"  
[X Link](https://x.com/investingwombat/status/1985837459289055689) [@investingwombat](/creator/x/investingwombat) 2025-11-04T22:32Z XXX followers, XX engagements


"Bitcoin breaches $100000 as selling pressure mounts government shutdown 'stalls' tailwinds Bitcoin BTC (BTC-USD) Live Price News Chart & Price History U.S. government shutdown disrupts liquidity flows placing Bitcoin under pressure Bitcoin (BTC) Price Real-time Quote & News"  
[X Link](https://x.com/investingwombat/status/1985837462556655941) [@investingwombat](/creator/x/investingwombat) 2025-11-04T22:32Z XXX followers, XX engagements


"$DDOG Beats EPS and Revenue in Q3 2025 Earnings 🚨📈 Datadog released third quarter 2025 financial results on November XX 2025 8:00 a.m. ET highlighting robust demand for observability and security products amid cloud adoption. Key drivers: Strong expansion in high-value customers and efficient cost management fueled growth contrasting with peers facing slower adoption. Key details:📊 $DDOG reported $886M revenue in Q3 2025. Datadog grew customers with $100K+ ARR to 4060 in Q3 2025. The company achieved $XXXX non-GAAP EPS in Q3 2025. They generated $214M free cash flow in Q3 2025. Management"  
[X Link](https://x.com/investingwombat/status/1986414832598298882) [@investingwombat](/creator/x/investingwombat) 2025-11-06T12:46Z XXX followers, XX engagements


"Datadog Announces Third Quarter 2025 Financial Results Datadog soars after Q3 beat raises 2025 outlook Datadog Inc (DDOG) Q3 2025 Earnings: EPS of $XXXX Beats Estimate Datadog: Q3 Earnings Snapshot"  
[X Link](https://x.com/investingwombat/status/1986414835043590608) [@investingwombat](/creator/x/investingwombat) 2025-11-06T12:46Z XXX followers, XX engagements


"$HIVE Secures Land for Tier III AI HPC Centers 🚨🌿 HIVE Digital Technologies announced on November X 2025 the acquisition of prime land for next-generation Tier III AI HPC data centers while surpassing XX EH/s in Bitcoin mining hashrate. Key drivers: Strong Bitcoin mining growth funds the pivot to high-margin AI and HPC infrastructure contrasting with pure-play miners amid rising AI compute demand. Key details:📊 $HIVE surpassed XX EH/s in Bitcoin mining hashrate in November 2025. The company acquired XXXX acres in Grand Falls New Brunswick for CAD $2.3M. They target XX EH/s by U.S."  
[X Link](https://x.com/investingwombat/status/1986446997247640046) [@investingwombat](/creator/x/investingwombat) 2025-11-06T14:54Z XXX followers, XXX engagements


"After major deleveraging bitcoin now has significant upside and looks more attractive than gold claims JPMorgan JPMorgan Analyst: Bitcoin Now Undervalued Versus Gold After Selloff JPMorgan: Bitcoin has "significant upside potential" relative to gold over the next 6-12 months Bitcoin Could Reach $165K Based on Gold's Record Run: JPMorgan"  
[X Link](https://x.com/investingwombat/status/1986449086472429689) [@investingwombat](/creator/x/investingwombat) 2025-11-06T15:02Z XXX followers, XX engagements


"$SCHW CEO Confirms Bitcoin Trading Launch in 2026 🚀📈 Charles Schwab CEO Rick Wurster confirmed in a CNBC interview on November XX 2025 that the firm will offer spot Bitcoin trading starting in the first half of 2026 amid strong client interest. Key drivers: Rising demand from retail clients and a XX% surge in crypto platform visits year-over-year drove the initiative offsetting regulatory hurdles in contrast to peers like Fidelity already offering similar services. Key details:📊 $SCHW manages $11.6T in assets under management. The company will launch spot Bitcoin and Ethereum trading in H1"  
[X Link](https://x.com/investingwombat/status/1986473241188192323) [@investingwombat](/creator/x/investingwombat) 2025-11-06T16:38Z XXX followers, XX engagements


"Tesla teases new AI5 chip that will revolutionize self-driving Tesla (TSLA) Q3 2025 Earnings Call Transcript Elon Musk on Tesla AI5 chip StockSavvyShay on Tesla AI5 sneak peek"  
[X Link](https://x.com/investingwombat/status/1986562132112970155) [@investingwombat](/creator/x/investingwombat) 2025-11-06T22:31Z XXX followers, XX engagements


"Tesla shareholder meeting updates: Elon Musk gets his $X trillion pay package Tesla says shareholders approve Musk's $X trillion pay plan Tesla shareholders approve Elon Musk's $X trillion pay package Tesla shareholders approve $X trillion pay package for Elon Musk"  
[X Link](https://x.com/investingwombat/status/1986563170182263281) [@investingwombat](/creator/x/investingwombat) 2025-11-06T22:35Z XXX followers, XX engagements


"$TSLA Shareholders Approve Musk's $1T Pay Package in Landmark Vote 🚀💰 Tesla shareholders overwhelmingly approved CEO Elon Musk's $X trillion compensation package on November X 2025 during the annual meeting in Austin Texas. The vote validates his leadership amid ongoing legal battles over the prior plan. Key drivers: The approval replaces Musk's voided 2018 package struck down by a Delaware court tying compensation to aggressive milestones like $8.5T market cap and 20M vehicle deliveries. This move aims to secure Musk's commitment despite his ventures in SpaceX X and xAI. Key details:📊"  
[X Link](https://x.com/investingwombat/status/1986566475746857379) [@investingwombat](/creator/x/investingwombat) 2025-11-06T22:48Z XXX followers, XXX engagements


"Tesla says shareholders approve Musk's $X trillion pay plan Tesla shareholders approve $X trillion pay package for Elon Musk Tesla (TSLA) shareholders shoot selves in foot approve Musk $X trillion payday Tesla shareholders approve Musk's $1T pay package"  
[X Link](https://x.com/investingwombat/status/1986566478200537572) [@investingwombat](/creator/x/investingwombat) 2025-11-06T22:48Z XXX followers, XX engagements


"🚨🔥 Telegram Billionaire Pavel Durov Keynotes Blockchain Life 2025 in Dubai $TON Durov Telegram & TON founder speaks live Oct XX 2025 at 16:00 on main stage. 15th edition forum draws 15k attendees from XXX countries Oct 28-29. Topic TBA; his rare stage appearance after years away. Blockchain Life Dubai: Crypto's Global Epicenter Tickets near sell-out for anniversary event. Why it matters: Insights from Durov could supercharge TON adoption among Telegram's 900M users bridging messaging and blockchain flows"  
[X Link](https://x.com/investingwombat/status/1982734011803033785) [@investingwombat](/creator/x/investingwombat) 2025-10-27T09:00Z XXX followers, XX engagements


"🚨🔋 $IREN CCO: Power Crunch Impacts AI Boom 100K GPUs Possible in 2026 Power is the primary constraint for data centers with potential for 100K GPUs operational in 2026. Starting from scratch takes 5-7 years to get power online. AI Cloud Expansion Accelerates 🚀 Capacity for 40K additional GPUs in British Columbia in 2026. Why it matters: $IREN's secured power positions it to meet rising AI demand increasing revenues and market share. 🔗"  
[X Link](https://x.com/investingwombat/status/1982764214759612695) [@investingwombat](/creator/x/investingwombat) 2025-10-27T11:00Z XXX followers, XXX engagements


"ETHZilla Sells $40M $ETH to Fuel $250M Buyback 📈 $ETHZ On Oct XX 2025 ETHZilla announced the sale of approximately $XX million in ETH to facilitate its ongoing stock repurchase program. Why now: 🏛 The catalyst is reducing the significant discount to NAV and normalizing the stock price amid recent share repurchases. Numbers that matter: 🧾 Sold approximately $40M ETH as part of the $250M board-approved program; repurchased 600000 shares for $12M since Oct XX 2025; still holds $400M ETH on balance sheet. For contrast SharpLink Gaming ($SBET) approved a $1.5B repurchase program. This accretive"  
[X Link](https://x.com/investingwombat/status/1982938626947268692) [@investingwombat](/creator/x/investingwombat) 2025-10-27T22:33Z XXX followers, XXX engagements


"Trending Tickers: $USAR Dips on Trade Optimism $IREN Soars on AI Pivot $NVS Strikes $12B Deal 📉📈💊 Yahoo Finance highlighted USA Rare Earth IREN and Novartis as key trending stocks on Oct XX 2025 at 8:19 a.m. ET amid sector shifts in rare earths AI computing and biotech M&A. Why now: US-China trade truce pauses tariffs and export curbs easing supply risks for rare earths while pressuring domestic miners. AI demand surges for computing power and Novartis seizes opportunity to bolster its neuroscience pipeline with a major acquisition. Key details:📊 $USAR fell XXXX% to $XXXXX testing its"  
[X Link](https://x.com/investingwombat/status/1983080870752788931) [@investingwombat](/creator/x/investingwombat) 2025-10-28T07:58Z XXX followers, XXX engagements


"USA Rare Earth Iren Novartis Softbank: Trending Stocks Novartis agrees to acquire Avidity Biosciences an innovator in RNA . IREN Limited's XXX% Run Doesn't Scare Me: Maintaining A Buy Rare earth miners fall as US-China truce to pause tariffs export curbs"  
[X Link](https://x.com/investingwombat/status/1983080873021870447) [@investingwombat](/creator/x/investingwombat) 2025-10-28T07:58Z XXX followers, XX engagements


"US Inks $80B Nuclear Pact with $CCJ for AI Power Surge ⚛🚀 On Oct XX 2025 the US government signed an $XX billion deal with Westinghouse Electric Co. Brookfield Asset Management and Cameco Corp. to build nuclear reactors amid rising AI-driven electricity demand. Why now: Data center power consumption is projected to double by 2035 to nearly X% of US demand spurring new reactor builds to secure grid capacity and outpace China in nuclear tech. Key details:📊 The US government committed $XX billion to deploy Westinghouse AP1000 reactors. Brookfield Asset Management contributes as a strategic"  
[X Link](https://x.com/investingwombat/status/1983141230432096335) [@investingwombat](/creator/x/investingwombat) 2025-10-28T11:58Z XXX followers, XXX engagements


"TeraWulf $WULF Inks $9.5B AI JV with FluidStack 🚀🤝 On Oct XX 2025 TeraWulf announced a 25-year joint venture with FluidStack to develop a XXX MW AI data center in Abernathy Texas backed by Google. Key drivers: The partnership accelerates TeraWulf's pivot from bitcoin mining to AI infrastructure amid surging global demand for HPC capacity. It builds on their prior Lake Mariner expansion scaling contracted critical IT load beyond XXX MW. Key details:📊 $WULF holds a XX% ownership stake in the joint venture. FluidStack secured $XXX billion in lease obligations from $GOOGL. The company projects"  
[X Link](https://x.com/investingwombat/status/1983214907710468544) [@investingwombat](/creator/x/investingwombat) 2025-10-28T16:50Z XXX followers, XXX engagements


"Iris Energy $IREN Draws Major Institutional Stakes from Mirae Thames 🚀💰 On Oct XX 2025 TheTechInvest highlighted new stakes in Iris Energy by Mirae Asset and Thames Capital signaling rising institutional interest. Key drivers: The investments align with $IREN's transition to AI infrastructure boasting high gross profit margins over 95%. This contrasts with traditional Bitcoin mining offering more stable revenue streams. Key details:📊 Mirae Asset purchased 1161923 shares of $IREN. Thames Capital purchased 512993 shares of $IREN. The company saw institutional ownership reach almost $2"  
[X Link](https://x.com/investingwombat/status/1983244100523479193) [@investingwombat](/creator/x/investingwombat) 2025-10-28T18:46Z XXX followers, XXX engagements


"Nvidia $NVDA Surpasses $XXX for First Time 🚀📈 On Oct XX 2025 Nvidia shares crossed the $XXX threshold amid AI breakthroughs unveiled at GTC DC. Key drivers: The surge stems from CEO Jensen Huang's keynote on sovereign AI partnerships and new chip roadmaps. This positions $NVDA in expanding government and telecom sectors unlike prior reliance on hyperscalers. Key details:📊 $NVDA reached an intraday high of $XXXXXX. The company traded at $XXXXXX during the session. They gained XXX% from the previous close of $XXXXXX. Management announced deals for over 100000 GPUs with US labs. Huang"  
[X Link](https://x.com/investingwombat/status/1983258544729153985) [@investingwombat](/creator/x/investingwombat) 2025-10-28T19:44Z XXX followers, XXX engagements


"Iris Energy $IREN AI Pivot Fuels Analyst Upgrades 🚀📈 On Oct XX 2025 analysts raised price targets for Iris Energy following its major expansion into AI cloud services and strategic partnerships. Key drivers: The upgrades stem from IREN's shift from bitcoin mining to AI infrastructure including deals for Nvidia Blackwell GPUs and partnerships with Google and Anthropic. This positions the company to capitalize on surging AI demand with flexible power resources insulating it from regulatory challenges. Key details:📊 $IREN surged XXX% from April 2025 lows. The company doubled its AI cloud to"  
[X Link](https://x.com/investingwombat/status/1983588205174698444) [@investingwombat](/creator/x/investingwombat) 2025-10-29T17:34Z XXX followers, XXX engagements


"$GOOGL Crushes Q3 Expectations Amid AI Surge 🚀📈 Alphabet delivered its first $XXX billion revenue quarter in Q3 2025 with earnings released after market close on Oct XX 2025 ET. The results eased investor concerns over generative AI disrupting core search contrasting with peers like $META's post-earnings plunge. Key drivers: Strong traction in AI offerings like Gemini and Cloud fueled beats across segments. Fading fears of AI cannibalizing search plus a recent favorable DOJ ruling bolstered the quarter's momentum. Key details:📊 $GOOGL reported $102.3B in Q3 2025 revenue up XX% YoY. Google"  
[X Link](https://x.com/investingwombat/status/1984214551009567080) [@investingwombat](/creator/x/investingwombat) 2025-10-31T11:03Z XXX followers, XX engagements


"Alphabet's Q3 revenue surges to $XXXXXX billion Alphabet (GOOG) Q3 2025 Earnings Call Transcript Alphabet signals $91B$93B 2025 CapEx Alphabet reports XX% increase in net income to $34.9bn in Q3 2025"  
[X Link](https://x.com/investingwombat/status/1984214553438134601) [@investingwombat](/creator/x/investingwombat) 2025-10-31T11:03Z XXX followers, XX engagements


"Berkshire's operating earnings jump XX% Buffett buys back no stock. BRK.B - BERKSHIRE HATHAWAY INC. Berkshire Hathaway Q3 operating earnings +33.6% Y/Y. Berkshire Operating Profits Rose XX% in Third Quarter"  
[X Link](https://x.com/investingwombat/status/1984883566350684637) [@investingwombat](/creator/x/investingwombat) 2025-11-02T07:21Z XXX followers, XX engagements


"Kevin Rose's Punch Test Slams AI Hardware Bullish on $GOOGL Gemini X 💥🤖 Veteran investor Kevin Rose shared candid views on AI hardware and entrepreneurship during a session at TechCrunch Disrupt in San Francisco on October XX 2025. Key drivers: Rose's stage appearance spotlighted the AI hardware boom in Silicon Valley drawing parallels to early social media pitfalls. His insights stem from testing devices and observing market failures emphasizing social acceptability over tech hype. Key details:📊 Kevin Rose unveiled his "punch test" for assessing AI wearable investments. True Ventures"  
[X Link](https://x.com/investingwombat/status/1985366921252864417) [@investingwombat](/creator/x/investingwombat) 2025-11-03T15:22Z XXX followers, XX engagements


"The Daily Dig 🦘 X 📈 S&P XXX futures rally $SPX On November X 2025 S&P XXX futures climbed XXX% to kick off November trading amid AI momentum. Seasonality data points to an average XXX% monthly gain boosted by strong Q3 earnings where XX% of companies beat estimates. Nasdaq surged on deals like Amazon's $38B OpenAI pact signaling broader tech sector uplift. X 💵 Fed liquidity injection The Federal Reserve injected $XXXX billion via repos on October XX 2025 its largest since 2020. This addressed funding strains as bank reserves dropped to $XXX trillion the lowest in four years amid QT. The"  
[X Link](https://x.com/investingwombat/status/1985368134136516855) [@investingwombat](/creator/x/investingwombat) 2025-11-03T15:27Z XXX followers, XX engagements


"IREN Surges XX% on $9.7B Microsoft AI Deal 🚀 $IREN Iris Energy announced a five-year $XXX billion AI cloud services contract with Microsoft on November X 2025 providing access to NVIDIA GB300 GPUs. This contrasts with smaller AI deals by peers like Core Scientific highlighting IREN's scale in hyperscaler partnerships. Key drivers: Securing the multi-year contract with Microsoft fueled a sharp stock rally driven by the XX% prepayment and phased GPU deployment. Without similar hyperscaler validation this sets IREN apart from traditional Bitcoin miners pivoting to AI. Key details:📊 $IREN"  
[X Link](https://x.com/investingwombat/status/1985369982084026558) [@investingwombat](/creator/x/investingwombat) 2025-11-03T15:34Z XXX followers, XXX engagements


"Amazon stock jumps on $XX billion deal with OpenAI to use hundreds of thousands of Nvidia chips AWS and OpenAI announce multi-year strategic partnership OpenAI turns to Amazon in $XX billion cloud services deal OpenAI Amazon Sign $XX Billion Cloud Deal"  
[X Link](https://x.com/investingwombat/status/1985370882328436738) [@investingwombat](/creator/x/investingwombat) 2025-11-03T15:37Z XXX followers, XX engagements


"NVDA Eyes $8.5T on AI Golden Wave Loop Says 🚀 $NVDA Loop Capital Markets raised its price target on Nvidia to $XXX on November X 2025 implying a market cap exceeding $XXX trillion. This contrasts with the average analyst target of $XXX highlighting bullish sentiment amid AI demand. Key drivers: Entering the next Golden Wave of generative AI adoption propelled the Street-high target driven by $XXX billion in Blackwell orders through 2026. Without hyperscaler commitments from $MSFT $META $GOOG and $AMZN growth could moderate. Key details:📊 $NVDA shares rose X% in premarket trading on November"  
[X Link](https://x.com/investingwombat/status/1985372200698814691) [@investingwombat](/creator/x/investingwombat) 2025-11-03T15:43Z XXX followers, XX engagements


"$MSFT Seals $9.7B AI Cloud Pact with $IREN 🚀🤖 Microsoft signed a five-year AI cloud services contract with Iris Energy providing access to $NVDA GB300 GPUs at the Childress Texas data center announced Nov X 2025. Key drivers: Bitcoin miners face squeezed margins post the April 2024 halving prompting $IREN's pivot to AI workloads leveraging existing power assets. This $MSFT deal validates the shift positioning ex-miners as key AI infrastructure providers amid surging compute demand. Key details:📊 $IREN secured $9.7B contract value over five years with $MSFT. Iris Energy received 20%"  
[X Link](https://x.com/investingwombat/status/1985445514142183792) [@investingwombat](/creator/x/investingwombat) 2025-11-03T20:34Z XXX followers, XXX engagements


"IREN Secures $9.7bn AI Cloud Contract with Microsoft Microsoft's $XXX billion deal with IREN shows bitcoin miners' AI pivot is paying off Iren lands $14.8b Microsoft deal for AI cloud services IREN jumps XX% on $XXX billion multi-year cloud contract with Microsoft"  
[X Link](https://x.com/investingwombat/status/1985445516767887582) [@investingwombat](/creator/x/investingwombat) 2025-11-03T20:34Z XXX followers, XX engagements


"$GOOGL Ramps Up Moonshot Spinouts as Independent Companies 🚀🤖 Alphabet's X lab revealed on November X 2025 its evolving strategy to launch ambitious moonshot projects as standalone entities as discussed by CEO Astro Teller at TechCrunch Disrupt in San Francisco. Key drivers: Lessons from a decade of projects like $GOOGL's Waymo show some moonshots advance faster outside the corporate structure. The shift leverages a dedicated venture fund for independence while securing strategic benefits contrasting with prior subsidiary integrations. Key details:📊 $GOOGL spun out Taara for optical"  
[X Link](https://x.com/investingwombat/status/1985448322044477730) [@investingwombat](/creator/x/investingwombat) 2025-11-03T20:45Z XXX followers, XX engagements


"$MARA Deploys AI Inference Racks in Texas Data Center 🚀🤖 MARA announced on November X 2025 the deployment of AI inference racks and computing at its North Central Texas data center. Key drivers: This move stems from MARA's diversification strategy beyond Bitcoin mining leveraging existing infrastructure for high-performance computing like AI workloads. Key details:📊 $MARA deployed AI inference racks at North Central Texas data center. The company marked this as the start of high-performance compute applications beyond Bitcoin mining. They validated ability to redirect power toward AI"  
[X Link](https://x.com/investingwombat/status/1985719464004890769) [@investingwombat](/creator/x/investingwombat) 2025-11-04T14:43Z XXX followers, 1175 engagements


"MARA deploys AI inference racks MARA Announces Third Quarter 2025 Results MARA Reports $XXX Million in Q3 Revenue MARA Holdings Q3 earnings"  
[X Link](https://x.com/investingwombat/status/1985719466504618394) [@investingwombat](/creator/x/investingwombat) 2025-11-04T14:43Z XXX followers, XXX engagements


"$IREN Projects $3.5B-$4B 2026 Revenue After $MSFT Deal 🚀📈 Iris Energy announced a five-year AI cloud contract with Microsoft valued at $9.7B on Nov XX 2025. The agreement provides access to NVIDIA GB300 GPUs at the Childress Texas facility. Key drivers: The Microsoft partnership accelerates $IREN's pivot from Bitcoin mining to AI infrastructure capitalizing on surging demand for compute power. Analysts project a XX GW shortfall in new data centers by 2028 positioning $IREN's X GW portfolio for significant market capture. Key details:📊 $IREN secured a $9.7B contract with $MSFT over five"  
[X Link](https://x.com/investingwombat/status/1985725470352998708) [@investingwombat](/creator/x/investingwombat) 2025-11-04T15:06Z XXX followers, XXX engagements


"IREN Secures $9.7bn AI Cloud Contract with Microsoft Microsoft's $XXX billion deal with IREN shows bitcoin miners' AI pivot is paying off IREN jumps XX% on $XXX billion multi-year cloud contract with Microsoft Microsoft signs $9.7bn cloud capacity deal with Iren"  
[X Link](https://x.com/investingwombat/status/1985725473473663302) [@investingwombat](/creator/x/investingwombat) 2025-11-04T15:07Z XXX followers, XX engagements


"$HIVE Hits XX EH/s Mining Capacity Funding AI Expansion 🚀🌿 HIVE Digital Technologies announced on November X 2025 that it has achieved XX EH/s in global Bitcoin mining capacity while securing additional land for Tier III+ AI HPC data centers. Key drivers: The surge is powered by full deployment at the XXX MW hydroelectric facility in Paraguay enabling over XX% mining margins to fund the pivot to high-performance computing. This positions $HIVE ahead of peers like $IREN in blending Bitcoin cash flows with AI infrastructure growth. Key details:📊 $HIVE achieved XX EH/s in global Bitcoin"  
[X Link](https://x.com/investingwombat/status/1985727482616594486) [@investingwombat](/creator/x/investingwombat) 2025-11-04T15:14Z XXX followers, XXX engagements


"HIVE Digital Technologies Accelerates into the AI Super Cycle by Securing Prime Land for Next-Gen Tier III+ AI HPC Data Centers and Surpassing XX EH/s HIVE Digital's Mining Capacity Hits XX EH/s as Bitcoin Output Funds AI Shift HIVE Digital surpasses XX EH/s secures prime land for next-gen data centers HIVE Digital Achieves XX EH/s Bitcoin Capacity Up XXX% YTD"  
[X Link](https://x.com/investingwombat/status/1985727485141553357) [@investingwombat](/creator/x/investingwombat) 2025-11-04T15:15Z XXX followers, XX engagements


"$MARA Swings to $123M Profit on $252M Q3 Revenue Surge 📈💰 On November X 2025 MARA Holdings released its Q3 2025 shareholder letter highlighting strong revenue growth driven by higher $BTC prices and expanded operations. Key drivers: Higher average $BTC prices and a XX% year-over-year hash rate increase fueled the revenue jump. The signed letter of intent with $MPLX for XXX MW initial power capacity scalable to XXX GW positions MARA for further expansion in West Texas. Key details:📊 $MARA reported $XXXXX million in revenue for Q3 2025 up XX% from $XXXXX million in Q3 2024. The company"  
[X Link](https://x.com/investingwombat/status/1985752592211693717) [@investingwombat](/creator/x/investingwombat) 2025-11-04T16:54Z XXX followers, XXX engagements


"MARA Announces Third Quarter 2025 Results MARA Reports $XXX Million in Q3 Revenue MARA Holdings Inc. (MARA) Stock Price News Quote & History MARA Reports Strong Q3 2025 Earnings: Revenue Up XX% Net "  
[X Link](https://x.com/investingwombat/status/1985752594770178104) [@investingwombat](/creator/x/investingwombat) 2025-11-04T16:54Z XXX followers, XX engagements


"Examining Valuation After Recent Surge in Investor Interest Eos Energy Enterprises Announces Date for Third Quarter 2025  Eos Energy Enterprises Surges Amidst Shifting Energy Storage Landscape Eos Energy Announces Strategic Investment of up to $XXXXX Million from Cerberus"  
[X Link](https://x.com/investingwombat/status/1985801380716552312) [@investingwombat](/creator/x/investingwombat) 2025-11-04T20:08Z XXX followers, XX engagements


"They said uptober They said moonvember Cant wait for bullcember😭"  
[X Link](https://x.com/investingwombat/status/1985813665103179851) [@investingwombat](/creator/x/investingwombat) 2025-11-04T20:57Z XXX followers, XXX engagements


"$SPX $NDX $INDU Slide Amid Frothy AI Valuations 📉⚠ US stocks tumbled on November XX 2025 as doubts about high-running AI valuations preyed on investors sifting through the latest flurry of quarterly earnings. Key drivers: Wall Street grew nervous that companies arent performing well enough to justify their lofty market valuations prompting big bank CEOs to flag a likely correction ahead. Skepticism seeped into the staying power of this years tech-driven rally contrasting with strong earnings reports. Key details:📊 The Nasdaq Composite led losses sliding XXX% on November XX 2025. The S&P 500"  
[X Link](https://x.com/investingwombat/status/1985815368665854054) [@investingwombat](/creator/x/investingwombat) 2025-11-04T21:04Z XXX followers, XX engagements


"$IREN Unveils AI Infrastructure Vision in CEO Interview Video 🚀📈 Key drivers: AI innovation is outpacing physical infrastructure buildout at an unprecedented rate. IREN aims to close this gap with grid-connected renewable-powered data centers deployed swiftly for hyperscalers and enterprises. Key details:📊 $IREN operates XXX MW of multi-purpose data centers ready for AI factories. The company utilizes less than X% of its energy portfolio for GPUs as of October 2025. They forecast a XX GW power shortfall in the US over the next X years. Management references McKinsey's projection of XXX GW"  
[X Link](https://x.com/investingwombat/status/1985835255077748916) [@investingwombat](/creator/x/investingwombat) 2025-11-04T22:23Z XXX followers, XXX engagements


"IREN Investor News Financial Announcements & Updates Microsoft's $XXX billion deal with IREN shows bitcoin miners' AI pivot is paying off IREN jumps XX% on $XXX billion multi-year cloud contract with Microsoft Microsoft strikes multi-billion dollar deal with IREN"  
[X Link](https://x.com/investingwombat/status/1985835257904423373) [@investingwombat](/creator/x/investingwombat) 2025-11-04T22:23Z XXX followers, XX engagements


"T1 Energy $TE Raises $72M in Discounted Offering to Power Solar Expansion 💰☀ T1 Energy Inc. announced on October XX 2025 a registered direct offering to institutional investors pricing XXXXX million shares at $XXXX each for $XX million gross proceeds. The move aims to fund working capital and the G2_Austin solar cell facility amid rising U.S. energy demand from AI data centers. Key drivers: The raise provides essential liquidity to accelerate the first XXX GW phase of G2_Austin with projected $400-425 million capex. This contrasts with prior battery focus pivoting to solar where domestic"  
[X Link](https://x.com/investingwombat/status/1985839066219241498) [@investingwombat](/creator/x/investingwombat) 2025-11-04T22:38Z XXX followers, XXX engagements


"$BETA Closes Up on NYSE Debut After Raising $1B in IPO 🚀📈 Beta Technologies debuted on the NYSE on November X 2025 pricing XXXX million shares at $XX each to raise $XXX billion. The stock dipped intraday before closing at $XX per share valuing the electric aircraft maker at $XXX billion. Key drivers: Strong institutional demand drove an upsized offering priced above the $27$33 range. Backing from Fidelity Amazon and General Electric fueled interest in Beta's eVTOL and charging tech amid aviation electrification trends. Key details:📊 $BETA offered XXXX million shares at $XX each on the"  
[X Link](https://x.com/investingwombat/status/1985963095009710291) [@investingwombat](/creator/x/investingwombat) 2025-11-05T06:51Z XXX followers, XXX engagements


"Beta Technologies ends first day on NYSE in the green and $1B raised S-1 - Bell Calendar - NYSE Amazon-backed eVTOL Beta opens on New York Stock Exchange after IPO"  
[X Link](https://x.com/investingwombat/status/1985963097232687181) [@investingwombat](/creator/x/investingwombat) 2025-11-05T06:51Z XXX followers, XX engagements


"$AMZN Sends Cease-and-Desist to Perplexity Over AI Agent Violations ⚖🚨 On November X 2025 Amazon issued a legal threat to Perplexity AI demanding the startup prevent its Comet shopping assistant from accessing Amazon's online store without proper agent identification. Key drivers: Rising conflicts over AI agentic browsing highlight e-commerce platforms' push to enforce transparency and protect ad revenue streams amid growing third-party bot usage. Key details:📊 $AMZN sent a cease-and-desist letter dated October XX 2025 accusing Perplexity of terms of service violations. Perplexity published"  
[X Link](https://x.com/investingwombat/status/1985963680400351618) [@investingwombat](/creator/x/investingwombat) 2025-11-05T06:53Z XXX followers, XX engagements


"Amazon sends legal threats to Perplexity over agentic browsing Perplexity AI accuses Amazon of bullying with Comet legal threat Amazon Sues to Stop Perplexity From Using AI Tool to Buy Stuff Amazon and Perplexity have kicked off the great AI web browser fight"  
[X Link](https://x.com/investingwombat/status/1985963682807918636) [@investingwombat](/creator/x/investingwombat) 2025-11-05T06:53Z XXX followers, XX engagements


"Democrats Score Big Wins Amid Shutdown Lifting $SPY Sentiment 📈🚀 On November X 2025 Democrats achieved their largest electoral successes since Donald Trump's 2024 victory capturing governorships in Virginia and New Jersey plus the New York City mayoral race amid voter backlash against the ongoing federal government shutdown. Key drivers: Voter frustration with economic instability from the five-week shutdown propelled Democratic gains as candidates emphasized affordability child care expansion and stability in contrast to Republican focuses on immigration and parental rights. Key details:📊"  
[X Link](https://x.com/investingwombat/status/1985965751761543563) [@investingwombat](/creator/x/investingwombat) 2025-11-05T07:01Z XXX followers, XX engagements


"Democrats Score Biggest Wins Since Trump Returned as 2026 Looms Democrats Say Election Results Show Shutdown Bet Is Paying Off Government shutdown becomes the longest on record as fallout spreads nationwide Democrats are more enthusiastic about the midterms as Trump's approval dips"  
[X Link](https://x.com/investingwombat/status/1985965754026524721) [@investingwombat](/creator/x/investingwombat) 2025-11-05T07:01Z XXX followers, XX engagements


"SCOTUS Hears Trump's Tariff Powers Today ⚖📈 $SPY The U.S. Supreme Court hears oral arguments on November X 2025 at 10:00 a.m. ET on whether President Trump exceeded authority under IEEPA for imposing broad tariffs. Lower courts ruled against the measures but they remain in effect pending the decision. Key drivers: The hearing stems from appeals after federal courts found Trump's tariffs beyond IEEPA scope amid post-Chevron scrutiny of executive powers. Experts highlight uncertainties with potential for the Court to curb presidential overreach in trade policy. Key details:📊 The Supreme Court"  
[X Link](https://x.com/investingwombat/status/1986053304921530691) [@investingwombat](/creator/x/investingwombat) 2025-11-05T12:49Z XXX followers, XX engagements


"Looking to experts for how the Supreme Court will rule on tariffs They aren't sure either. President Trumps tariffs v. the Supreme Courts duties The tariff case puts the Supreme Courts conservatives in a bind Supreme Court Confronts Trump and His Tariffs in Test of Presidential Power"  
[X Link](https://x.com/investingwombat/status/1986053307366813792) [@investingwombat](/creator/x/investingwombat) 2025-11-05T12:49Z XXX followers, XX engagements


"IREN Inks $9.7B AI Cloud Deal with MSFT 🚀 $IREN Iris Energy announced a major AI cloud services contract with Microsoft on November X 2025. The deal leverages NVIDIA GB300 GPUs and positions IREN as a key player in AI infrastructure. Key drivers: Surging demand for AI compute capacity prompted IREN's pivot from bitcoin mining to high-performance computing. This partnership validates their scalable platform amid hyperscaler needs for affordable power. Key details:📊 $IREN secured a $9.7B contract value over five years with $MSFT. Iris Energy will deploy NVIDIA GB300 GPUs across 200MW at"  
[X Link](https://x.com/investingwombat/status/1986053551269757233) [@investingwombat](/creator/x/investingwombat) 2025-11-05T12:50Z XXX followers, XXX engagements


"IREN Secures $9.7bn AI Cloud Contract with Microsoft Microsoft's $XXX billion deal with IREN shows bitcoin miners' AI pivot Microsoft signs $XXX billion cloud deal with IREN as AI demand swells Microsoft to Buy AI Computing Power From IREN for $XXX Billion"  
[X Link](https://x.com/investingwombat/status/1986053553731797042) [@investingwombat](/creator/x/investingwombat) 2025-11-05T12:50Z XXX followers, XX engagements


"$MARA CEO Outlines AI Pivot and $MPLX Deal on Bloomberg 🚀⚡ On November X 2025 MARA CEO Fred Thiel joined Bloomberg TV to discuss the companys BTC yield strategy deployment of its first AI inference site and a new collaboration with MPLX for power generation. Key drivers: Surging AI compute demand coupled with energy scarcity is driving Bitcoin miners to integrate HPC infrastructure leveraging low-cost power for dual-use sites. Key details:📊 $MARA reported $XXXXX million revenue in Q3 2025 up XX% year-over-year. The company mined 2144 BTC in Q3 2025. They deployed first XX AI inference racks"  
[X Link](https://x.com/investingwombat/status/1986064578438983699) [@investingwombat](/creator/x/investingwombat) 2025-11-05T13:34Z XXX followers, XXX engagements


"MARA MPLX Team Up in Texas Amid Strong Q3 Earnings - Bitcoin Miner MARA Revenue Hit Record High in Q3 - MARA Holdings Reports $252M Q3 Revenue Pivots to AI - Watch MARA CEO Discusses Bitcoin Slide Earnings -"  
[X Link](https://x.com/investingwombat/status/1986064582012461393) [@investingwombat](/creator/x/investingwombat) 2025-11-05T13:34Z XXX followers, XX engagements


"$GOOGL Plans Major AI Data Center on Christmas Island 🚨🌏 Google announced plans for a large artificial intelligence data center on Australia's Christmas Island on November XX 2025 following its cloud services deal with the Department of Defence. Key drivers: Strategic location in the Indo-Pacific and defense collaborations drove the initiative offsetting traditional site challenges with sovereignty benefits amid rising AI demand. Key details:📊 $GOOGL signed a three-year cloud agreement with Australia's Department of Defence in July 2025. Google is in advanced talks to lease land near the"  
[X Link](https://x.com/investingwombat/status/1986415817269952769) [@investingwombat](/creator/x/investingwombat) 2025-11-06T12:50Z XXX followers, XX engagements


"Exclusive: Google planning powerful AI data centre on tiny . - Reuters - Google Eyes Christmas Island For Massive AI Data Centre In . - Google planning powerful AI data center on tiny Australian Indian . - Google plans to build AI data center on Christmas Island Reuters . -"  
[X Link](https://x.com/investingwombat/status/1986415819966886151) [@investingwombat](/creator/x/investingwombat) 2025-11-06T12:50Z XXX followers, XX engagements


"$JPM Strategist Sees Significant $BTC Upside Over Gold 🚨📈 JPMorgan issued a research note on November XX 2025 emphasizing Bitcoin's post-deleveraging attractiveness amid a volatile October. Key drivers: Major deleveraging in perpetual futures and a $128M theft from Balancer drove Bitcoin's October dip offsetting gold's rally with a more favorable volatility-adjusted valuation. Key details:📊 $BTC hit $126000 all-time high on October XX 2025. JPMorgan highlighted $128M theft from Balancer protocol in October 2025. The bank views Bitcoin as cheaper than gold on volatility-adjusted basis. They"  
[X Link](https://x.com/investingwombat/status/1986449083825864797) [@investingwombat](/creator/x/investingwombat) 2025-11-06T15:02Z XXX followers, XX engagements


"$MSFT-Backed OpenAI CEO Altman Predicts AI CEO Era 🚨🤖 OpenAI CEO Sam Altman shared predictions on AI replacing leadership roles in a podcast interview on November X 2025 emphasizing rapid technological progress. Key drivers: Accelerating AI capabilities and automation demands drove the forecast contrasting short-term job disruptions with long-term economic transformations amid surging AI adoption. Key details:📊 Sam Altman anticipates AI managing major departments in single-digit years. OpenAI aims to pioneer the first major company run by an AI CEO. He plans to become a farmer"  
[X Link](https://x.com/investingwombat/status/1986452228186538366) [@investingwombat](/creator/x/investingwombat) 2025-11-06T15:14Z XXX followers, XX engagements


"Sam Altman says AI could soon replace him as OpenAI CEO he . Sam Altman Says AI Could Soon Replace Him as OpenAI CEO Sam Altman says he is just waiting to be replaced as OpenAI CEO . Sam Altman Predicts AI Will Surpass Human Intelligence by 2030"  
[X Link](https://x.com/investingwombat/status/1986452230992544081) [@investingwombat](/creator/x/investingwombat) 2025-11-06T15:14Z XXX followers, XX engagements


"$BTC Bullish as China Suspends US Tariffs 🚨🤝 China announced the suspension of additional XX% tariffs on US imports for one year on November XX 2025 easing trade tensions post-election. Key drivers: Improved US-China relations amid fentanyl tariff reductions drove the decision contrasting with prior escalations in a volatile commodity environment. Key details:📊 China will suspend XX% additional tariffs on US goods for one year. The country retains XX% levy on US soybeans. They lift penalties on key US farm exports including corn wheat and pork. Management confirmed the move via State"  
[X Link](https://x.com/investingwombat/status/1986453138736398388) [@investingwombat](/creator/x/investingwombat) 2025-11-06T15:18Z XXX followers, XX engagements


"Beijing lifts some tariffs on US farm goods but soybeans stay costly China suspends XX% tariffs on US goods for one year but retains import duty on a key product China suspending retaliatory tariffs on some US farm goods China suspends some tariffs on US imports"  
[X Link](https://x.com/investingwombat/status/1986453141332668711) [@investingwombat](/creator/x/investingwombat) 2025-11-06T15:18Z XXX followers, XX engagements


"$TSLA Unveils AI5 Chip with 50x Boost Over AI4 🚀🔌 Tesla shared a sneak peek of its next-generation AI5 chip on November X 2025 highlighting massive performance gains for autonomy and AI infrastructure. Key drivers: The in-house AI5 design eliminates legacy components for radical efficiency powering FSD Optimus and data centers amid surging AI demand. Key details:📊 $TSLA targets mass production of AI5 in 2027. The company plans samples and limited units in 2026. They expect 50x total improvement over AI4. Management forecasts 10x raw compute increase. Musk anticipates 9x memory capacity."  
[X Link](https://x.com/investingwombat/status/1986562129936150719) [@investingwombat](/creator/x/investingwombat) 2025-11-06T22:31Z XXX followers, XXX engagements


"$IREN CEO Signals More AI Cloud Deals Above 200MW Beyond $MSFT 🚀🔥 Iris Energy Co-CEO Dan Roberts revealed during the Q1 FY26 earnings webcast on November X 2025 at 5:00 p.m. ET strong interest from multiple parties for large-scale cloud services. Key drivers: The remark emphasizes expanding demand for IREN's AI cloud infrastructure capitalizing on the recent $9.7B multi-year contract with Microsoft amid surging hyperscaler needs. Key details:📊 $IREN highlighted appetite from a number of parties for cloud services well above 200MW. The company sees the $MSFT partnership as just the start."  
[X Link](https://x.com/investingwombat/status/1986567639271973244) [@investingwombat](/creator/x/investingwombat) 2025-11-06T22:53Z XXX followers, XXX engagements


"$IREN Spotlights 140k GPU Expansion and 2GW Sweetwater Hub in Q1 FY26 Presentation 🚀📈 Iris Energy shared its Q1 FY26 earnings presentation on November X 2025 detailing ambitious AI Cloud growth and infrastructure developments. Key drivers: The presentation emphasizes vertical integration in AI Cloud services capitalizing on the Microsoft partnership and power assets amid surging hyperscaler demand. Key details:📊 $IREN targets 140k GPU expansion by end of 2026. The company advances Sweetwater Hub with 2GW capacity. They highlight vertically integrated AI Cloud from data centers to GPU"  
[X Link](https://x.com/investingwombat/status/1986569155794117006) [@investingwombat](/creator/x/investingwombat) 2025-11-06T22:59Z XXX followers, XXX engagements


"IREN Reports Q1 FY26 Results moninvestor on $IREN earnings presentation IREN Investor News Iris Energy Q1 net income swings to profit"  
[X Link](https://x.com/investingwombat/status/1986569158511722676) [@investingwombat](/creator/x/investingwombat) 2025-11-06T22:59Z XXX followers, XXX engagements


"$IREN Garners $MSFT Praise for Integrated AI Cloud Expertise 🚀🤝 Iris Energy received a key endorsement from Microsoft on November X 2025 spotlighting its strengths in AI infrastructure amid the recent multi-billion deal. Key drivers: The quote highlights IREN's vertical integration in AI cloud services building on the $9.7B contract to meet hyperscaler demands. Key details:📊 $IREN secured a $9.7B 5-year AI cloud contract with $MSFT. The company received XX% prepayment on the deal. They target $3.4B AI Cloud ARR by December XX 2026. Management plans phased deployments at Childress through"  
[X Link](https://x.com/investingwombat/status/1986570359680995679) [@investingwombat](/creator/x/investingwombat) 2025-11-06T23:04Z XXX followers, XXX engagements


"US Spot $SOL ETFs Crush Debut with $200M Inflows 🚀📈 Bitwise launched its spot Solana ETF on Oct XX 2025 followed by Grayscale on Oct XX 2025 both on NYSE Arca. Key drivers: SEC approval in mid-2025 cleared the path for these staking-enabled funds. This expands $SOL exposure to traditional investors building on Bitcoin and Ethereum ETF momentum but with yield potential. Key details:📊 Bitwise drew $197M in net inflows for $BSOL in the week ending Nov X 2025. Grayscale added $2.2M in net inflows for $GSOL since Oct XX 2025. The funds hold over $500M in combined AUM including seed capital."  
[X Link](https://x.com/investingwombat/status/1984964593412698133) [@investingwombat](/creator/x/investingwombat) 2025-11-02T12:43Z XXX followers, XX engagements


"$EOSE Valuation Examined After XXX% Quarterly Surge 📈🔍 Simply Wall St published an analysis on November XX 2025 examining Eos Energy Enterprises valuation amid a surge in investor interest. Key drivers: The acceleration of large-scale energy storage projects driven by renewable adoption and grid needs boosts demand for $EOSEs zinc-based systems. US incentives enhance competitiveness against offshore rivals contrasting with earlier production hurdles. Key details:📊 $EOSE delivered XXX% gain over the past X months. Eos Energy Enterprises achieved XXXXXX% 1-year total shareholder return. The"  
[X Link](https://x.com/investingwombat/status/1985801376157577298) [@investingwombat](/creator/x/investingwombat) 2025-11-04T20:08Z XXX followers, XXX engagements


"$EOSE Secures XXX MWh Order from Frontier Power 🔋🤝 On October XX 2025 Eos Energy Enterprises announced a XXX MWh order from Frontier Power Ltd. under the existing X GWh framework agreement marking the first conversion and achieving the final Cerberus milestone. Key drivers: The order validates Eos' zinc-based Z3 technology for long-duration storage in diverse grid environments ahead of major projects. This partnership supports renewable integration and grid stability contrasting lithium-ion with safer scalable alternatives. Key details:📊 $EOSE secured a XXX MWh order from Frontier Power in"  
[X Link](https://x.com/investingwombat/status/1985835844217766031) [@investingwombat](/creator/x/investingwombat) 2025-11-04T22:25Z XXX followers, XXX engagements


"Eos Energy Secures Strategic XXX MWh Order from Frontier Power Under Existing X GWh Framework Agreement & Achieves Final Cerberus Milestone Eos Energy (EOSE) Soars XXXX% as Firm Bags New XXX MWh Order Eos Energy Enterprises Shares Rise After Order From Frontier Power Eos Energy secures XXX MWh order from Frontier Power"  
[X Link](https://x.com/investingwombat/status/1985835848189743325) [@investingwombat](/creator/x/investingwombat) 2025-11-04T22:25Z XXX followers, XX engagements


"HIVE Digital Technologies Accelerates into the AI Super Cycle by Securing Prime Land for Next-Gen Tier III AI HPC Data Centers and Surpassing XX EH/s HIVE Digital hits XX EH/s as it expands AI HPC data centers HIVE Digital accelerates AI infrastructure push with $XXX million Canada data center deal HIVE Digital Technologies Surpasses XX EH/s and Accelerates Conversion from Tier-1 to Tier-3 Data Centers for AI Cloud Expansion in Sweden"  
[X Link](https://x.com/investingwombat/status/1986446999730716869) [@investingwombat](/creator/x/investingwombat) 2025-11-06T14:54Z XXX followers, XX engagements


"Watch CNBC's full interview with Charles Schwab CEO Rick Wurster Charles Schwab to Launch Spot Crypto Trading in 2026 Schwab Sees XX% Crypto Surge Plans 2026 Bitcoin Trading Charles Schwab to begin spot crypto trading in first half of 2026"  
[X Link](https://x.com/investingwombat/status/1986473244359111069) [@investingwombat](/creator/x/investingwombat) 2025-11-06T16:38Z XXX followers, XX engagements


"$MARA Smashes Q3 Records with XX% Revenue Jump 🚀📈 Marathon Digital Holdings unveiled its Q3 2025 earnings on November X 2025 at 9:30 a.m. ET highlighting robust Bitcoin mining performance amid soaring BTC prices. Key drivers: Strong Bitcoin price gains and hash rate expansion fueled the turnaround from last year's loss. Strategic diversification into AI and HPC sets the stage for sustained FCF generation. Key details:📊 $MARA reported revenue of $252.4M in Q3 2025 up XX% from $131.6M YoY. The company achieved an energized hash rate of XXXX EH/s a XX% increase from XXXX EH/s in Q3 2024. They"  
[X Link](https://x.com/investingwombat/status/1986510078829040033) [@investingwombat](/creator/x/investingwombat) 2025-11-06T19:04Z XXX followers, XX engagements


"$IREN Crushes Q1 FY26 with $240M Revenue and $9.7B $MSFT Deal 🚀📈 Iris Energy released Q1 FY26 earnings on November X 2025 highlighting explosive AI Cloud growth and record profitability. Management discussed the results in a webcast at 5:00 p.m. ET. Key drivers: New multi-year AI Cloud contracts including a landmark $9.7B hyperscaler deal with Microsoft fueled the surge. This expansion taps into booming demand utilizing just XX% of the 3GW power portfolio versus prior Bitcoin mining focus. Key details:📊 $IREN reported $240.3M revenue in Q1 FY26 up XXX% YoY. The company swung to $384.6M net"  
[X Link](https://x.com/investingwombat/status/1986560910354235866) [@investingwombat](/creator/x/investingwombat) 2025-11-06T22:26Z XXX followers, XXX engagements


"$TSLA Eyes Potential Talks with $INTC for Chips 🚀🔌 Elon Musk mentioned possible discussions with Intel during Tesla's annual shareholder meeting on November X 2025. Key drivers: Focus on securing inexpensive power-efficient chips for Optimus robots and autonomy drives exploration of foundry partnerships amid vertical integration push. Key details:📊 $TSLA hasn't signed any deals yet. Musk indicated it's probably worth having discussions with $INTC. The company may build a gigantic chip fab. They need chips optimized for Tesla software. Management plans chips made in Taiwan South Korea"  
[X Link](https://x.com/investingwombat/status/1986563167850238062) [@investingwombat](/creator/x/investingwombat) 2025-11-06T22:35Z XXX followers, XXX engagements


"$ACHR Snaps Up Hawthorne Airport for $126M 🚀🛫 Archer Aviation announced the acquisition on November X 2025 positioning the site as a key hub for its Los Angeles air taxi network and AI aviation tech testbed. Key drivers: The strategic location near LAX and major venues taps into urban air mobility demand ahead of the LA28 Olympics. This move secures infrastructure control amid partnerships with United Airlines and international expansions. Key details: 📊 $ACHR signed definitive agreements to acquire control of Hawthorne Airport for $126M in cash. The company raised $650M in new equity"  
[X Link](https://x.com/investingwombat/status/1986564331052671004) [@investingwombat](/creator/x/investingwombat) 2025-11-06T22:40Z XXX followers, XXX engagements


"IREN Reports Q1 FY26 Results The Tech Investor on $IREN CEO quote Fallom Capital on $IREN CEO quote burryinvegas on $IREN CEO quote"  
[X Link](https://x.com/investingwombat/status/1986567641482342425) [@investingwombat](/creator/x/investingwombat) 2025-11-06T22:53Z XXX followers, XXX engagements


"IREN Secures $9.7bn AI Cloud Contract with Microsoft Microsoft signs $9.7bn cloud capacity deal with Iren IREN shares surge after $XXX billion AI cloud deal with Microsoft moninvestor on $IREN Microsoft quote"  
[X Link](https://x.com/investingwombat/status/1986570362448986112) [@investingwombat](/creator/x/investingwombat) 2025-11-06T23:04Z XXX followers, XXX engagements