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# ![@litigious_dulce Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1281053090783903744.png) @litigious_dulce Dulce

Dulce posts on X about $iren, infrastructure, integration, $slnh the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours.

### Engagements: XXXXXX [#](/creator/twitter::1281053090783903744/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1281053090783903744/c:line/m:interactions.svg)

- X Week XXXXXXX +43%
- X Month XXXXXXXXX +43%
- X Months XXXXXXXXX +464%
- X Year XXXXXXXXX +1,298%

### Mentions: XX [#](/creator/twitter::1281053090783903744/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1281053090783903744/c:line/m:posts_active.svg)

- X Week XX -XXXX%
- X Month XX -XX%
- X Months XXX +130%
- X Year XXX +469%

### Followers: XXXXX [#](/creator/twitter::1281053090783903744/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1281053090783903744/c:line/m:followers.svg)

- X Week XXXXX +6.60%
- X Month XXXXX +45%
- X Months XXXXX +379%
- X Year XXXXX +951%

### CreatorRank: XXXXXXX [#](/creator/twitter::1281053090783903744/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1281053090783903744/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1281053090783903744/influence)
---

**Social category influence**
[stocks](/list/stocks)  XXXX% [finance](/list/finance)  #4570 [technology brands](/list/technology-brands)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX% [fashion brands](/list/fashion-brands)  XXXX%

**Social topic influence**
[$iren](/topic/$iren) #146, [infrastructure](/topic/infrastructure) #1361, [integration](/topic/integration) #323, [$slnh](/topic/$slnh) #14, [$crwv](/topic/$crwv) #91, [market cap](/topic/market-cap) #999, [the only](/topic/the-only) 0.99%, [investment](/topic/investment) #377, [gpu](/topic/gpu) 0.66%, [$nbis](/topic/$nbis) #199

**Top accounts mentioned or mentioned by**
[@fransbakker9812](/creator/undefined) [@thekamahsutra](/creator/undefined) [@atzaran3](/creator/undefined) [@313ronnieb](/creator/undefined) [@mcf_dan](/creator/undefined) [@proof_of_thermo](/creator/undefined) [@thebtcminingguy](/creator/undefined) [@bitcoinbutcher1](/creator/undefined) [@fnitefiend](/creator/undefined) [@princetonheavy](/creator/undefined) [@jiahanjimliu](/creator/undefined) [@mikealfred](/creator/undefined) [@umbisam](/creator/undefined) [@jarronjackson4](/creator/undefined) [@alanbialo](/creator/undefined) [@trailinvest](/creator/undefined) [@agrippainv](/creator/undefined) [@yungads_](/creator/undefined) [@b__digs](/creator/undefined) [@danroberts0101](/creator/undefined)

**Top assets mentioned**
[IREN Limited (IREN)](/topic/$iren) [CoreWeave, Inc. (CRWV)](/topic/$crwv) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Oracle Corporation (ORCL)](/topic/$orcl) [TeraWulf Inc. (WULF)](/topic/$wulf) [Palantir (PLTR)](/topic/$pltr) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [Eos Energy Enterprises, Inc. (EOSE)](/topic/$eose) [Advanced Micro Devices (AMD)](/topic/$amd) [Bitcoin (BTC)](/topic/bitcoin) [Morgan Stanley (MS)](/topic/morgan-stanley) [Microsoft Corp. (MSFT)](/topic/$msft) [Bitfarms Ltd. (BITF)](/topic/$bitf) [Cipher Mining Inc. Common Stock (CIFR)](/topic/$cifr)
### Top Social Posts [#](/creator/twitter::1281053090783903744/posts)
---
Top posts by engagements in the last XX hours

"IREN's Capital Strategy and the CSP Flywheel In an ideal world $IREN would transition its entire infrastructure portfolio toward cloud service provider (CSP) operations as rapidly as possible using only internally generated cash flow. However the CSP model is inherently capital intensiverequiring substantial upfront investment in cutting-edge data center infrastructure and GPU hardware. While IREN has historically demonstrated a disciplined approach to financing it is reasonable for the company to consider moderate equity dilution through instruments such as convertible notes to accelerate"  
[X Link](https://x.com/litigious_dulce/status/1977381368871981296) [@litigious_dulce](/creator/x/litigious_dulce) 2025-10-12T14:30Z 7108 followers, 13.1K engagements


"IRENs Ongoing Rerating: From Infrastructure to Narrative-Driven Growth Over the past year several stocks with strong retail followingssuch as $PLTR $HOOD $ASTS $NBIS $EOSE and $AMD have experienced significant reratings. Despite rich valuations their multiples have been sustained by compelling narratives: revolutionary technology secular tailwinds and a credible path to exponential growth. In each case investors were not merely pricing near-term fundamentals but rather the structural inevitability of dominance in their respective fields. A similar dynamic is now unfolding with $IREN. The"  
[X Link](https://x.com/litigious_dulce/status/1977387744390209949) [@litigious_dulce](/creator/x/litigious_dulce) 2025-10-12T14:55Z 7190 followers, 18.8K engagements


"Worth reviewing this post about $IREN's CSP to remind you why it's setup for success"  
[X Link](https://x.com/litigious_dulce/status/1976831632914203092) [@litigious_dulce](/creator/x/litigious_dulce) 2025-10-11T02:06Z 7108 followers, 19K engagements


"I believe $SLNH is investable. SLNH is developing a Renewable Computing model that leverages stranded or curtailed renewable energyoften wasted due to grid constraintsto power high-demand workloads like AI HPC and Bitcoin mining. Its project pipeline now exceeds XXX GW of renewable capacity across XX projects of which XXX MW are already categorized as shovel-ready or under signed PPAs/term sheets with an additional XXX MW in active term sheet negotiations. SLNH's competitive advantage lies in its hybrid behind-the-meter (BTM) with grid-supplemented load design which allows its data centers to"  
[X Link](https://x.com/litigious_dulce/status/1978813178482946064) [@litigious_dulce](/creator/x/litigious_dulce) 2025-10-16T13:20Z 7191 followers, 18K engagements


"Will $NVDA accelerate $IREN"  
[X Link](https://x.com/litigious_dulce/status/1977391303831740436) [@litigious_dulce](/creator/x/litigious_dulce) 2025-10-12T15:09Z 7190 followers, 13.5K engagements


"@disruptorinvest I agree that this is the thesis for $SLNH. Their ai/hpc advisors are also world-class. I was surprised"  
[X Link](https://x.com/litigious_dulce/status/1978811289091604556) [@litigious_dulce](/creator/x/litigious_dulce) 2025-10-16T13:12Z 7182 followers, XXX engagements


"Anyone who argued that $IREN was at a structural disadvantage compared to $CRWV and even $ORCL was willfully blind to the obvious consequences of vertical integration. Take the $MSFT-$NBIS deal for example. Assume MSFT is paying NBIS $17.4B to use 300MW of GB300s over X years. That equates to about $11.6M/MW which sounds pretty good. But consider that the GB300 is probably worthless after X years and NBIS pays a colocation fee of probably $2M/MW. The GB300 GPU costs about $35K but so do the additional components (e.g. servers InfiniBand etc.) so in reality it costs about $70K to own and"  
[X Link](https://x.com/litigious_dulce/status/1975601517802422293) [@litigious_dulce](/creator/x/litigious_dulce) 2025-10-07T16:38Z 7191 followers, 49.6K engagements


"@disruptorinvest @jbelizaireCEO Thanks that answers my questions and the strategy makes sense. Where is this graphic from"  
[X Link](https://x.com/litigious_dulce/status/1978175013904593339) [@litigious_dulce](/creator/x/litigious_dulce) 2025-10-14T19:04Z 7108 followers, 1128 engagements


"After some discussion I think build to suit may not be the relevant service. Consultancy is more likely. I also think theres some understanding that IREN helps Poolside with vertical integration now and Poolside signs deals with IREN in the future. Poolside wants to compete with OpenAI and needs tens of GW of compute eventually. Theyre already planning to operate in West Texas. This opens the door to potentially a X GW cluster (Project Horizon + SW)"  
[X Link](https://x.com/litigious_dulce/status/1978494240221991241) [@litigious_dulce](/creator/x/litigious_dulce) 2025-10-15T16:12Z 7191 followers, 2419 engagements


"Everyone knows $IREN is my favorite but I think $BITF is attractive here. Why Because (and this is a good thing) it is so obviously IREN's little brother. The investment thesis for BITF is without a doubt its small market cap relative to peers like IREN and $CIFR. If for example BITF's market cap was closer to $3B I wouldn't be interested in it at least not until a deal was closer to fruition. But it's valued at $800m so there's something to talk about. As @mikealfred is fond of saying every MW will be used for either AI or BTC mining. BITF has at least XXX MW in Pennsylvania and is via T5"  
[X Link](https://x.com/litigious_dulce/status/1965996047190118775) [@litigious_dulce](/creator/x/litigious_dulce) 2025-09-11T04:29Z 7183 followers, 77.9K engagements


"Interesting insight into the $20B worth of liquidation that occurred yesterday"  
[X Link](https://x.com/litigious_dulce/status/1977178270471688542) [@litigious_dulce](/creator/x/litigious_dulce) 2025-10-12T01:03Z 7107 followers, 11.3K engagements


"To my knowledge Poolside doesn't have data center infrastructure experience. They can't build a data center without the assistance of a company like T5 or IREN. But Poolside wants a modular non-traditional data center that's scalable and high-performing and the only party capable of that is IREN (IMO)"  
[X Link](https://x.com/litigious_dulce/status/1978481825472201009) [@litigious_dulce](/creator/x/litigious_dulce) 2025-10-15T15:23Z 7190 followers, 3053 engagements


"Dilution is a necessary evil and the timing of $IREN's convertible is good. I can easily see IREN's MC increasing by $10B if IREN uses $1B to increase CSP ARR by $500M. The only real question is whether IREN is going to use the funds to buy air-cooled GPUs or build liquid-cooled data centers (e.g. H2-H4). I believe it makes the most sense to buy air-cooled GPUs because IREN can spend all $1B on B200s B300s etc. commission them first half of next year and increase ARR by about $500M (resulting in X year payback). By contrast if IREN builds even X Horizon (e.g. just H2) then IREN spends $350M"  
[X Link](https://x.com/litigious_dulce/status/1975779016427585632) [@litigious_dulce](/creator/x/litigious_dulce) 2025-10-08T04:23Z 7190 followers, 16.8K engagements


"AMBUSHING COREWEAVE IN THE VALLEY OF DEATH ------ Appear at places to which the enemy must hasten; move swiftly where he does not expect you. Strike him where he is unprepared appear where you are not expected. ------ In its most recent earnings presentation $IREN guided for annual recurring revenue (ARR) of about $250m. Given that the Hoppers make about $28m ARR IREN must expect the 9000 Blackwells it purchased for $491m to make about $222m ARR which is extremely low. IRENs pricing strategy represents a deliberate assault on the economics of its competitors. With multi-year bare-metal rates"  
[X Link](https://x.com/litigious_dulce/status/1961643982120759529) [@litigious_dulce](/creator/x/litigious_dulce) 2025-08-30T04:15Z 7187 followers, 130.6K engagements


"Dont see why $NVDA wouldnt do this with $IREN too"  
[X Link](https://x.com/litigious_dulce/status/1976316959135551573) [@litigious_dulce](/creator/x/litigious_dulce) 2025-10-09T16:00Z 7186 followers, 18K engagements


"@JarronJackson4 @Umbisam Poolside appears to be using all the compute for themselves"  
[X Link](https://x.com/litigious_dulce/status/1978539368231903291) [@litigious_dulce](/creator/x/litigious_dulce) 2025-10-15T19:11Z 7183 followers, XXX engagements


"I own a pretty decent amount of $SLNH. I have one question for @jbelizaireCEO who although active on X has not responded to me despite my multiple attempts: Many AI/HPC workloads require firm continuous power to sustain high utilization and avoid downtime. Stranded renewable energywhile sustainable and low-costis often intermittent and difficult to align with the 24/7 uptime that AI and high-density GPU clusters demand. Could you elaborate on how Soluna plans to address this challenge Specifically does the new partnership with KULR and Battery Backup Unit (BBU) solutions represent a strategy"  
[X Link](https://x.com/litigious_dulce/status/1978172238693327299) [@litigious_dulce](/creator/x/litigious_dulce) 2025-10-14T18:53Z 7192 followers, 29K engagements


"Alright enough shitposting. Here's my current take on $IREN. I believe it is a matter of time for IREN's market cap to exceed $CRWV's. Until IREN accomplishes this feat there's no point selling. That means IREN could 5x here and still be fairly valued (suggesting a mid-term PT of $250). What needs to be true for IREN to grow this much Fortunately IREN has a clear runway due to its massive energy portfolio and vertical integration. As @danroberts0101 mentioned IREN has only converted X% of its MW to AI/HPC. It can easily scale. I don't feel like typing too much so I'm not going to be that in"  
[X Link](https://x.com/litigious_dulce/status/1970992890504700131) [@litigious_dulce](/creator/x/litigious_dulce) 2025-09-24T23:24Z 7125 followers, 126.1K engagements


"I own $wulf"  
[X Link](https://x.com/litigious_dulce/status/1978103135756304659) [@litigious_dulce](/creator/x/litigious_dulce) 2025-10-14T14:18Z 7189 followers, 12.6K engagements


"A couple of observation: X. Poolside validates that West Texas is the ideal state for AI/HPC. This once controversial point is now completely resolved. X. Vertical integration matters and Poolside wants to design build and own the data center because that's what is strategically valuable. X. $CRWV continues to pursue a GPU-heavy and infra-light model. X. X GW is the required scale for frontier AI. X. Modular data centers are better than traditional ones. X. "What makes Horizon unique isnt just X MW data-hall modulesits that the entire electrical and cooling architecture is engineered for"  
[X Link](https://x.com/litigious_dulce/status/1978480526513033229) [@litigious_dulce](/creator/x/litigious_dulce) 2025-10-15T15:18Z 7192 followers, 19.7K engagements


"If you sold today you probably suck at investing"  
[X Link](https://x.com/litigious_dulce/status/1979185215860867218) [@litigious_dulce](/creator/x/litigious_dulce) 2025-10-17T13:58Z 7192 followers, 56.3K engagements


"@Pacheca12345 @aleabitoreddit IREN charges less than peers due to vertical integration which avoids margin stacking. ORCL is forced to discount prices in order to compete. The colocation fee is a significant factor"  
[X Link](https://x.com/litigious_dulce/status/1975615261026963954) [@litigious_dulce](/creator/x/litigious_dulce) 2025-10-07T17:32Z 7121 followers, 2593 engagements


"$IREN: THE ADAPTIVE INFRASTRUCTURE PLATFORM PROFITABILITY PERMANENCE AND DOMINANCE IN THE POST-GPU ERA X. EXECUTIVE SUMMARY IREN represents the most advanced and financially sound model in the AI infrastructure sector. It is the only profitable neocloud and its strategy is defined not by GPU accumulation but by infrastructure dominance. IREN operates a GPU-light but infrastructure-heavy model: its competitive advantage lies in owning optimizing and perpetually upgrading the physical substrate upon which AI compute depends. IRENs XXX MW of air-cooled Blackwell-ready data center capacity in"  
[X Link](https://x.com/litigious_dulce/status/1977235224275648965) [@litigious_dulce](/creator/x/litigious_dulce) 2025-10-12T04:49Z 7190 followers, 58.9K engagements


"$WULF investors probably should watch this: Then summarize it for me because I don't want to watch this lol"  
[X Link](https://x.com/litigious_dulce/status/1978611366383464703) [@litigious_dulce](/creator/x/litigious_dulce) 2025-10-15T23:58Z 7190 followers, 17.5K engagements