[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @litigious_dulce Dulce Dulce posts on X about $iren, iren, $crwv, bitcoin the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::1281053090783903744/interactions)  - X Week XXXXXX -XX% - X Month XXXXXXX +349% - X Months XXXXXXXXX +179% - X Year XXXXXXXXX +1,478% ### Mentions: XX [#](/creator/twitter::1281053090783903744/posts_active)  - X Week XX -XX% - X Month XXX +169% - X Months XXX +185% - X Year XXX +1,443% ### Followers: XXXXX [#](/creator/twitter::1281053090783903744/followers)  - X Week XXXXX +3.40% - X Month XXXXX +52% - X Months XXXXX +124% - X Year XXXXX +394% ### CreatorRank: XXXXXXX [#](/creator/twitter::1281053090783903744/influencer_rank)  ### Social Influence [#](/creator/twitter::1281053090783903744/influence) --- **Social category influence** [stocks](/list/stocks) [cryptocurrencies](/list/cryptocurrencies) [finance](/list/finance) [technology brands](/list/technology-brands) [countries](/list/countries) [celebrities](/list/celebrities) **Social topic influence** [$iren](/topic/$iren) #23, [iren](/topic/iren) #28, [$crwv](/topic/$crwv), [bitcoin](/topic/bitcoin), [allegations](/topic/allegations) #81, [nvda](/topic/nvda), [$nvda](/topic/$nvda), [$corz](/topic/$corz), [$glxy](/topic/$glxy), [$apld](/topic/$apld) **Top assets mentioned** [Iris Energy Limited Ordinary Shares (IREN)](/topic/$iren) [CoreWeave, Inc. (CRWV)](/topic/$crwv) [Bitcoin (BTC)](/topic/bitcoin) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Core Scientific, Inc. Common Stock (CORZ)](/topic/$corz) [Galaxy Digital Inc. (GLXY)](/topic/$glxy) [Applied Blockchain, Inc. Common Stock (APLD)](/topic/$apld) [Equinix Inc (EQIX)](/topic/$eqix) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) ### Top Social Posts [#](/creator/twitter::1281053090783903744/posts) --- Top posts by engagements in the last XX hours "I think many are waiting for the gap between $IREN and the moving average to shrink. A test isnt necessary (see $NVDA) but consolidation is healthy. One more week should suffice. I might buy short-dated calls"  [@litigious_dulce](/creator/x/litigious_dulce) on [X](/post/tweet/1946228967289004448) 2025-07-18 15:21:59 UTC 2726 followers, 4570 engagements "This is a great example of the short-sightedness of market participants. Some lack either the ability or the willingness to forecast more than X months into the future. Even if you share high quality sources (e.g. describing major sector trends they dont understand the implications. Its not about XX MW. Its about the XXX MW already energized and the X GW energized soon. Its also about the terms for monetizing that entire pipeline The market is starting to realize this too but some clearly never will Additionally its fascinating the number of people who transitioned from soyjak to chudjak. In"  [@litigious_dulce](/creator/x/litigious_dulce) on [X](/post/tweet/1946629361387364419) 2025-07-19 17:53:01 UTC 2725 followers, 6940 engagements "I deliberated for several hours yesterday and today regarding the following: 1) Although $IREN s data centers in Canada can operate air-cooled B200s IREN can only commission about 100K GPUs there. $CRWV will buy about 500K Blackwells this year alone. 2) In all likelihood IREN can air-cool Hoppers but not B200s in Texas due to the high ambient temperature (rack density is irrelevant). 3) IREN probably has disclosed all sites that will be energized in 2026 meaning there isnt some other site in a colder climate suitable for CSP expansion. Therefore if IREN plans to scale CSP it must do so in"  [@litigious_dulce](/creator/x/litigious_dulce) on [X](/post/tweet/1944426992776155412) 2025-07-13 16:01:35 UTC 2732 followers, 28.4K engagements "Is $IREN finally going to beat those R. Kelly allegations"  [@litigious_dulce](/creator/x/litigious_dulce) on [X](/post/tweet/1947671113548619974) 2025-07-22 14:52:34 UTC 2729 followers, 13.2K engagements "Hey @IREN_Ltd nice website Do you have a company overview video about AI Of course Heres one where the first XX% is about bees and the next XX% is about human extinction. Cheers Thats about as off the wall as talking about time dilation on a first date lol"  [@litigious_dulce](/creator/x/litigious_dulce) on [X](/post/tweet/1947717231540113728) 2025-07-22 17:55:49 UTC 2729 followers, 3738 engagements "The fact that top CSPs are choosing to white-label $IREN s infrastructure is a powerful form of external validation. These partners are extremely selective and their reputations depend on delivering high-quality reliable service to their own customers. When a leading CSP entrusts its brand and business to IRENs backend it signals that IRENs data centers meet or exceed the most demanding standards for uptime security and performance. In effect IRENs operational credibility is endorsed by some of the most sophisticated buyers in the market. IRENs exceptional ability to scale is central to its"  [@litigious_dulce](/creator/x/litigious_dulce) on [X](/post/tweet/1946621324127871424) 2025-07-19 17:21:04 UTC 2732 followers, 6786 engagements "@eggwalkingdog I agree. CPI might be a little hot next week but I think we priced that in already. Truflation also shows that inflation has cooled this month and even Wall Street at this point knows truflation is more accurate"  [@litigious_dulce](/creator/x/litigious_dulce) on [X](/post/tweet/1943844183653200020) 2025-07-12 01:25:42 UTC 2693 followers, XXX engagements "If were being honest $IREN s data centers are not visually impressive. They seem short and basic almost too utilitarian. By contrast $EQIX s data centers are works of art. Ill leave it to the reader to guess which picture depicts IRENs data centers Also when we hear the term modular most probably think along the lines of mobile or manufactured homes. Modular sounds cheap transient and low-quality. How big of a surprise would it be then if the modular aspect of IRENs data centers were its biggest strength What if the abstract spartan design optimally reduced costs while future-proofing the"  [@litigious_dulce](/creator/x/litigious_dulce) on [X](/post/tweet/1943746708162130302) 2025-07-11 18:58:22 UTC 2731 followers, 17.2K engagements "Here are some interesting slides from Coatues keynote deck. Coatue predicts that in this AI wave of innovation many insurgents will replace tech incumbents. I believe this is in large part because of the incredible demand for AI/HPC cloud services which are generally much more lucrative than traditional IT services. Customers often pay $2$5 per GPU hour (or more) for access to the latest AI hardware with gross margins typically ranging from 60-90%. In contrast revenue and margins for managed IT services legacy data center colocation or general outsourcing are typically much lower. Now that"  [@litigious_dulce](/creator/x/litigious_dulce) on [X](/post/tweet/1946945038346572021) 2025-07-20 14:47:24 UTC 2729 followers, 2742 engagements "One day $IREN will pump without dumping and we will all look like this"  [@litigious_dulce](/creator/x/litigious_dulce) on [X](/post/tweet/1945484225047679049) 2025-07-16 14:02:39 UTC 2729 followers, 10.1K engagements "I wonder if $IREN can compete on price with $NBIS I can sense @tim_delcourt s frustration 😛"  [@litigious_dulce](/creator/x/litigious_dulce) on [X](/post/tweet/1944406682341179721) 2025-07-13 14:40:53 UTC 2732 followers, 6649 engagements "Although this space is excellent investors should be familiar with most of the information shared. Still there are some highlights: IREN can likely build Horizon X data centers for $67M/MW due to a combination of (1) deep in-house engineering and construction experience (2) low-cost sites and power (3) vertical integration (4) a no-frills hyperscale-first design philosophy and (5) a founder-led culture that treats every dollar as their ownwhile peers build for $1012M/MW because they operate in higher-cost regions outsource more and cater to broader (often enterprise) use cases. Detailed"  [@litigious_dulce](/creator/x/litigious_dulce) on [X](/post/tweet/1946395935262863835) 2025-07-19 02:25:27 UTC 2729 followers, 9268 engagements "@FransBakker9812 Many just dont understand opportunity cost and BATNA. Or they want a pump on the back of a colocation announcement even if the price action is short-term"  [@litigious_dulce](/creator/x/litigious_dulce) on [X](/post/tweet/1947144819110773124) 2025-07-21 04:01:15 UTC 2726 followers, 1374 engagements "$IREN finally entering its Leonardo DiCaprio phase"  [@litigious_dulce](/creator/x/litigious_dulce) on [X](/post/tweet/1947763021910315470) 2025-07-22 20:57:46 UTC 2729 followers, 9113 engagements "Now that $IREN touched $XX I feel a strange sense of emptiness and vanity. I question now does any of this matter Im just kidding. Fuck the bears To Valhalla"  [@litigious_dulce](/creator/x/litigious_dulce) on [X](/post/tweet/1947347851668820301) 2025-07-21 17:28:02 UTC 2729 followers, 8282 engagements "Software isnt a moat when AGI exists. Electricity isnt a moat 2030+. $IREN can partner with a CSP aggregator that pairs IRENs hardware with its software. $CRWV can partner with a DC owner that pairs CRWVs software with its hardware. In either case you have the full package. IREN is probably giving up 20-40% margins to the CSP aggregator but CRWV is as well in colocation fees. The issue then is which business model is more scalable TODAY. Software is inherently very scalable but CRWV cannot just find another XXX MW of data center capacity ready today. No moat will last forever. All companies"  [@litigious_dulce](/creator/x/litigious_dulce) on [X](/post/tweet/1946967971517051285) 2025-07-20 16:18:31 UTC 2727 followers, 1268 engagements "For everyone asking why $IREN hasnt closed a colocation deal yet: 1) Why do you care when the stock price is at a new 52-week high Your long position cannot be underwater. 2) Bitcoin mining is about as profitable as most colocation deals. Bitcoin mining annual revenue = 50k PH * $60/PH * XXX = $1.1B. See Bitcoin mining EBITDA = $780m no additional financing or investment required. By contrast if all XXX MW of Childress were used for colocation then assuming a PUE of XXX and a $2.25m/MW Colocation annual revenue = XXX MW / XXX * $XXXX m/MW = $1.1B. Colocation EBITDA = $950m. However colocation"  [@litigious_dulce](/creator/x/litigious_dulce) on [X](/post/tweet/1947143123022250437) 2025-07-21 03:54:31 UTC 2729 followers, 11K engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@litigious_dulce Dulce
Dulce posts on X about $iren, iren, $crwv, bitcoin the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.
Engagements: XXXXX #
- X Week XXXXXX -XX%
- X Month XXXXXXX +349%
- X Months XXXXXXXXX +179%
- X Year XXXXXXXXX +1,478%
Mentions: XX #
- X Week XX -XX%
- X Month XXX +169%
- X Months XXX +185%
- X Year XXX +1,443%
Followers: XXXXX #
- X Week XXXXX +3.40%
- X Month XXXXX +52%
- X Months XXXXX +124%
- X Year XXXXX +394%
CreatorRank: XXXXXXX #
Social Influence #
Social category influence stocks cryptocurrencies finance technology brands countries celebrities
Social topic influence $iren #23, iren #28, $crwv, bitcoin, allegations #81, nvda, $nvda, $corz, $glxy, $apld
Top assets mentioned Iris Energy Limited Ordinary Shares (IREN) CoreWeave, Inc. (CRWV) Bitcoin (BTC) NVIDIA Corp. (NVDA) Core Scientific, Inc. Common Stock (CORZ) Galaxy Digital Inc. (GLXY) Applied Blockchain, Inc. Common Stock (APLD) Equinix Inc (EQIX) Nebius Group N.V. Class A Ordinary Shares (NBIS)
Top Social Posts #
Top posts by engagements in the last XX hours
"I think many are waiting for the gap between $IREN and the moving average to shrink. A test isnt necessary (see $NVDA) but consolidation is healthy. One more week should suffice. I might buy short-dated calls"
@litigious_dulce on X 2025-07-18 15:21:59 UTC 2726 followers, 4570 engagements
"This is a great example of the short-sightedness of market participants. Some lack either the ability or the willingness to forecast more than X months into the future. Even if you share high quality sources (e.g. describing major sector trends they dont understand the implications. Its not about XX MW. Its about the XXX MW already energized and the X GW energized soon. Its also about the terms for monetizing that entire pipeline The market is starting to realize this too but some clearly never will Additionally its fascinating the number of people who transitioned from soyjak to chudjak. In" @litigious_dulce on X 2025-07-19 17:53:01 UTC 2725 followers, 6940 engagements
"I deliberated for several hours yesterday and today regarding the following: 1) Although $IREN s data centers in Canada can operate air-cooled B200s IREN can only commission about 100K GPUs there. $CRWV will buy about 500K Blackwells this year alone. 2) In all likelihood IREN can air-cool Hoppers but not B200s in Texas due to the high ambient temperature (rack density is irrelevant). 3) IREN probably has disclosed all sites that will be energized in 2026 meaning there isnt some other site in a colder climate suitable for CSP expansion. Therefore if IREN plans to scale CSP it must do so in" @litigious_dulce on X 2025-07-13 16:01:35 UTC 2732 followers, 28.4K engagements
"Is $IREN finally going to beat those R. Kelly allegations" @litigious_dulce on X 2025-07-22 14:52:34 UTC 2729 followers, 13.2K engagements
"Hey @IREN_Ltd nice website Do you have a company overview video about AI Of course Heres one where the first XX% is about bees and the next XX% is about human extinction. Cheers Thats about as off the wall as talking about time dilation on a first date lol" @litigious_dulce on X 2025-07-22 17:55:49 UTC 2729 followers, 3738 engagements
"The fact that top CSPs are choosing to white-label $IREN s infrastructure is a powerful form of external validation. These partners are extremely selective and their reputations depend on delivering high-quality reliable service to their own customers. When a leading CSP entrusts its brand and business to IRENs backend it signals that IRENs data centers meet or exceed the most demanding standards for uptime security and performance. In effect IRENs operational credibility is endorsed by some of the most sophisticated buyers in the market. IRENs exceptional ability to scale is central to its" @litigious_dulce on X 2025-07-19 17:21:04 UTC 2732 followers, 6786 engagements
"@eggwalkingdog I agree. CPI might be a little hot next week but I think we priced that in already. Truflation also shows that inflation has cooled this month and even Wall Street at this point knows truflation is more accurate" @litigious_dulce on X 2025-07-12 01:25:42 UTC 2693 followers, XXX engagements
"If were being honest $IREN s data centers are not visually impressive. They seem short and basic almost too utilitarian. By contrast $EQIX s data centers are works of art. Ill leave it to the reader to guess which picture depicts IRENs data centers Also when we hear the term modular most probably think along the lines of mobile or manufactured homes. Modular sounds cheap transient and low-quality. How big of a surprise would it be then if the modular aspect of IRENs data centers were its biggest strength What if the abstract spartan design optimally reduced costs while future-proofing the" @litigious_dulce on X 2025-07-11 18:58:22 UTC 2731 followers, 17.2K engagements
"Here are some interesting slides from Coatues keynote deck. Coatue predicts that in this AI wave of innovation many insurgents will replace tech incumbents. I believe this is in large part because of the incredible demand for AI/HPC cloud services which are generally much more lucrative than traditional IT services. Customers often pay $2$5 per GPU hour (or more) for access to the latest AI hardware with gross margins typically ranging from 60-90%. In contrast revenue and margins for managed IT services legacy data center colocation or general outsourcing are typically much lower. Now that" @litigious_dulce on X 2025-07-20 14:47:24 UTC 2729 followers, 2742 engagements
"One day $IREN will pump without dumping and we will all look like this" @litigious_dulce on X 2025-07-16 14:02:39 UTC 2729 followers, 10.1K engagements
"I wonder if $IREN can compete on price with $NBIS I can sense @tim_delcourt s frustration 😛" @litigious_dulce on X 2025-07-13 14:40:53 UTC 2732 followers, 6649 engagements
"Although this space is excellent investors should be familiar with most of the information shared. Still there are some highlights: IREN can likely build Horizon X data centers for $67M/MW due to a combination of (1) deep in-house engineering and construction experience (2) low-cost sites and power (3) vertical integration (4) a no-frills hyperscale-first design philosophy and (5) a founder-led culture that treats every dollar as their ownwhile peers build for $1012M/MW because they operate in higher-cost regions outsource more and cater to broader (often enterprise) use cases. Detailed" @litigious_dulce on X 2025-07-19 02:25:27 UTC 2729 followers, 9268 engagements
"@FransBakker9812 Many just dont understand opportunity cost and BATNA. Or they want a pump on the back of a colocation announcement even if the price action is short-term" @litigious_dulce on X 2025-07-21 04:01:15 UTC 2726 followers, 1374 engagements
"$IREN finally entering its Leonardo DiCaprio phase" @litigious_dulce on X 2025-07-22 20:57:46 UTC 2729 followers, 9113 engagements
"Now that $IREN touched $XX I feel a strange sense of emptiness and vanity. I question now does any of this matter Im just kidding. Fuck the bears To Valhalla" @litigious_dulce on X 2025-07-21 17:28:02 UTC 2729 followers, 8282 engagements
"Software isnt a moat when AGI exists. Electricity isnt a moat 2030+. $IREN can partner with a CSP aggregator that pairs IRENs hardware with its software. $CRWV can partner with a DC owner that pairs CRWVs software with its hardware. In either case you have the full package. IREN is probably giving up 20-40% margins to the CSP aggregator but CRWV is as well in colocation fees. The issue then is which business model is more scalable TODAY. Software is inherently very scalable but CRWV cannot just find another XXX MW of data center capacity ready today. No moat will last forever. All companies" @litigious_dulce on X 2025-07-20 16:18:31 UTC 2727 followers, 1268 engagements
"For everyone asking why $IREN hasnt closed a colocation deal yet: 1) Why do you care when the stock price is at a new 52-week high Your long position cannot be underwater. 2) Bitcoin mining is about as profitable as most colocation deals. Bitcoin mining annual revenue = 50k PH * $60/PH * XXX = $1.1B. See Bitcoin mining EBITDA = $780m no additional financing or investment required. By contrast if all XXX MW of Childress were used for colocation then assuming a PUE of XXX and a $2.25m/MW Colocation annual revenue = XXX MW / XXX * $XXXX m/MW = $1.1B. Colocation EBITDA = $950m. However colocation" @litigious_dulce on X 2025-07-21 03:54:31 UTC 2729 followers, 11K engagements