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# ![@mudirshin Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::265041792.png) @mudirshin Mudirshin

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

### Engagements: [------] [#](/creator/twitter::265041792/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::265041792/c:line/m:interactions.svg)

- [--] Week [-------] +233%
- [--] Month [-------] +5,091%

### Mentions: [--] [#](/creator/twitter::265041792/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::265041792/c:line/m:posts_active.svg)


### Followers: [---] [#](/creator/twitter::265041792/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::265041792/c:line/m:followers.svg)

- [--] Week [---] +95%
- [--] Month [---] +763%

### CreatorRank: [-------] [#](/creator/twitter::265041792/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::265041792/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [finance](/list/finance)  [cryptocurrencies](/list/cryptocurrencies)  #7773 [technology brands](/list/technology-brands)  [exchanges](/list/exchanges)  [countries](/list/countries)  [travel destinations](/list/travel-destinations)  [social networks](/list/social-networks)  [celebrities](/list/celebrities) 

**Social topic influence**
[$open](/topic/$open) #13, [$cifr](/topic/$cifr) #32, [$iren](/topic/$iren) #105, [ai](/topic/ai), [$asst](/topic/$asst), [strong](/topic/strong), [bitcoin](/topic/bitcoin) #2990, [$btc](/topic/$btc) #635, [stocks](/topic/stocks) #1643, [in the](/topic/in-the)

**Top accounts mentioned or mentioned by**
[@mikealfred](/creator/undefined) [@ericjackson](/creator/undefined) [@nejatian](/creator/undefined) [@thetechinvest](/creator/undefined) [@capitansteveo](/creator/undefined) [@rabois](/creator/undefined) [@mrneversell](/creator/undefined) [@donaldjdean](/creator/undefined) [@urbnsteezus](/creator/undefined) [@davo0820](/creator/undefined) [@elsewherelv](/creator/undefined) [@nuggettrades](/creator/undefined) [@apompliano](/creator/undefined) [@morganb](/creator/undefined) [@canadakaz](/creator/undefined) [@midascabal](/creator/undefined) [@gmnwatch](/creator/undefined) [@kianejatian](/creator/undefined) [@kobeissiletter](/creator/undefined) [@acinvestorblog](/creator/undefined)

**Top assets mentioned**
[Opendoor Technologies Inc Common Stock (OPEN)](/topic/$open) [Cipher Mining Inc. Common Stock (CIFR)](/topic/$cifr) [Iris Energy Limited (IREN)](/topic/$iren) [Asset Entities Inc. (ASST)](/topic/$asst) [Bitcoin (BTC)](/topic/bitcoin) [Morgan Stanley (MS)](/topic/morgan-stanley) [Microsoft Corp. (MSFT)](/topic/microsoft) [Robinhood Markets, Inc.  (HOOD)](/topic/$hood) [Carvana Co. (CVNA)](/topic/$cvna) [BITMINE IMMERSION TECH (BMNR)](/topic/$bmnr) [Meta Platforms, Inc. (META)](/topic/meta-platforms) [Metadium (META)](/topic/$meta) [Strategy (MSTR)](/topic/$mstr)
### Top Social Posts
Top posts by engagements in the last [--] hours

"πŸ“Œ US Inflation: Key Takeaways from the Latest PCE Data Ahead of the Fed Meeting βœ“ PCE and core PCE are both running at 2.8% YoY still above the Feds 2% goal. Services inflation (supercore) is stuck around 3.3% driven by healthcare housing travel dining and financial services. Goods inflation has cooled but services remain the Feds last-mile challenge. β˜… Markets already expect a rate cut on Dec. [--] but the real focus is the internal Fed debate. November CPI on Dec [--] will shape expectations for the [----] rate-cut cycle. βœ“ Keep an eye on bond yields and rate-cut odds the markets real-time read"  
[X Link](https://x.com/mudirshin/status/1997025224450085053)  2025-12-05T19:28Z [--] followers, [--] engagements


"$ASST closed up over 9% and @mikealfred recently set a $25 price target"  
[X Link](https://x.com/mudirshin/status/1998136406959591712)  2025-12-08T21:03Z [--] followers, [----] engagements


"Picked up $ASST at $1.275. Conviction is high with @mikealfred LFG πŸš€"  
[X Link](https://x.com/mudirshin/status/1998153202995245459)  2025-12-08T22:10Z [--] followers, [---] engagements


"$CIFR reclaiming $20 today is critical. In at $6.07 now up 220%+. With @ericjackson & @mikealfred a confirmed rate cut tomorrow could fuel a run to $25 before year-end. LFG πŸ”₯ #CIFR #BTCMiners #HighConviction #BullRun #TradingLife #YearEndRally #LFG"  
[X Link](https://x.com/mudirshin/status/1998442375224467744)  2025-12-09T17:19Z [--] followers, [---] engagements


"$ASST cooled off from midday but still closed +3.57% at $1.02. All eyes on tomorrows [--] PM ET rate decision a confirmed cut could ignite the Santa rally. LFG πŸ”₯ #ASST #RateCuts #SantaRally #MicroCaps #Bullish #Markets #LFG $ASST up again today (+4% at midday) after yesterdays +9%. Two straight green days. With tomorrows rate cut decision a Christmas rally could be just getting started. LFG πŸ”₯ https://t.co/aADNS3ifOs $ASST up again today (+4% at midday) after yesterdays +9%. Two straight green days. With tomorrows rate cut decision a Christmas rally could be just getting started. LFG πŸ”₯"  
[X Link](https://x.com/mudirshin/status/1998499119543841086)  2025-12-09T21:04Z [--] followers, [---] engagements


"πŸš€ $OPEN surged nearly 50% after bullish comments from prominent investor @ericjackson at EMJ Capital reignited retail enthusiasm. The stock is now up over 300% YTD fueled by sentiment short-squeeze momentum and renewed housing-market optimism. Source: Yahoo Finance #OPEN #Opendoor #Stocks #ShortSqueeze #MemeStocks #HousingMarket #EMJCapital #WallStreet #Investing #StockMarket https://finance.yahoo.com/news/opendoor-investor-sparks-near-50-150317268.html https://finance.yahoo.com/news/opendoor-investor-sparks-near-50-150317268.html"  
[X Link](https://x.com/mudirshin/status/1998788888769245643)  2025-12-10T16:16Z [--] followers, [--] engagements


"Like many of you Im also an Opendoor shareholder. I would love to see $OPEN reach $82 $200 $500 as the housing market strengthens.(@ericjackson) But yesterday Fed Chair Jerome Powell said the Fed has very limited tools to stimulate the housing market. From what Ive researched the biggest issue appears to be a severe housing supply shortage. So whats causing the shortage Here are the key factors: [--] 🏑 Zoning restrictions Most areas only allow single-family homes multi-family housing and apartments are legally restricted. [--] 🚫🏘 NIMBY opposition Concerns like lower home values or increased"  
[X Link](https://x.com/mudirshin/status/1999201572035964949)  2025-12-11T19:36Z [--] followers, [---] engagements


"@mikealfred has purchased another [-----] shares of $ASST. LFG πŸš€πŸš€πŸš€ I have purchased another [-----] shares of ASST at .927. Now holding just over 2.3M shares. My attention span is longer than a kid analyst. See you at $200000+ Bitcoin. https://t.co/qFd5IhwMVM I have purchased another [-----] shares of ASST at .927. Now holding just over 2.3M shares. My attention span is longer than a kid analyst. See you at $200000+ Bitcoin. https://t.co/qFd5IhwMVM"  
[X Link](https://x.com/mudirshin/status/1999224999593263162)  2025-12-11T21:09Z [--] followers, [---] engagements


"As an $ASST shareholder I believe its important to understand what kind of company ASST actually is before investing. $ASST (Asset Entities Inc.) is a NASDAQ-listed micro-cap that has recently drawn attention due to a major narrative shift. So what exactly is $ASST Here are the key points πŸ‘‡ [--] πŸ’» Digital community origins Originally focused on online investment communities and content across Discord TikTok and social platforms. [--] πŸ”„ Strategic pivot via merger Recently merged with Strive Asset Management shifting toward a Bitcoin-focused treasury strategy. [--] BTC treasury narrative Positioning"  
[X Link](https://x.com/mudirshin/status/1999481402945949899)  2025-12-12T14:08Z [--] followers, [--] engagements


"Santa Rally begins next week. Fasten your seatbelts and lets ride into a happy year-end. πŸŽ…πŸš€ At Goldman and Citadel Securities the Santa Rally Has Believers https://finance.yahoo.com/news/goldman-citadel-securities-santa-rally-103000842.htmlsoc_src=social-sh&soc_trk=tw&tsrc=twtr https://finance.yahoo.com/news/goldman-citadel-securities-santa-rally-103000842.htmlsoc_src=social-sh&soc_trk=tw&tsrc=twtr https://finance.yahoo.com/news/goldman-citadel-securities-santa-rally-103000842.htmlsoc_src=social-sh&soc_trk=tw&tsrc=twtr"  
[X Link](https://x.com/mudirshin/status/2002012603208319061)  2025-12-19T13:46Z [--] followers, [--] engagements


"$OPEN s CEO @CanadaKaz on Cash+ rollout: [-----] new ZIP codes live today. [----] more coming before year-end. UX improvements also planned before year-end. Quiet execution heading into year-end. So close. #OPEN #RISINGDYNASTY As of today Opendoor's fastest growing product (Cash +) is available in [-----] additional zip codes in the US. We think we can launch it in another [----] zip codes before the end of the year and to significantly improve our UX before the end of the year also. So close. As of today Opendoor's fastest growing product (Cash +) is available in [-----] additional zip codes in the"  
[X Link](https://x.com/mudirshin/status/2002025902935318603)  2025-12-19T14:39Z [--] followers, [--] engagements


"AI isnt a bubble its day one. Long-term holders eat. LFG πŸš€πŸš€ #OPEN #CIFR #IREN Stock market today: Dow S&P [---] Nasdaq rise with Wall Street set to wrap up latest volatile week https://finance.yahoo.com/news/live/stock-market-today-dow-sp-500-nasdaq-rise-with-wall-street-set-to-wrap-up-latest-volatile-week-231719825.htmlsoc_src=social-sh&soc_trk=tw&tsrc=twtr https://finance.yahoo.com/news/live/stock-market-today-dow-sp-500-nasdaq-rise-with-wall-street-set-to-wrap-up-latest-volatile-week-231719825.htmlsoc_src=social-sh&soc_trk=tw&tsrc=twtr"  
[X Link](https://x.com/mudirshin/status/2002050704538841497)  2025-12-19T16:17Z [--] followers, [--] engagements


"Wall Street: Not a Bubble Stocks Still Have Room to Run [--] Not a bubble Wall Street says this rally is driven by earnings growth not speculation. [--] Highs not overheated Even near record levels valuations look reasonable vs. profits. https://finance.yahoo.com/news/i-dont-see-a-bubble-why-wall-street-thinks-the-stock-market-can-keep-climbing-even-as-ai-anxiety-grows-140025569.html https://finance.yahoo.com/news/i-dont-see-a-bubble-why-wall-street-thinks-the-stock-market-can-keep-climbing-even-as-ai-anxiety-grows-140025569.html"  
[X Link](https://x.com/mudirshin/status/2005337021947003146)  2025-12-28T17:56Z [--] followers, [--] engagements


"@midascabal $OPEN should be added"  
[X Link](https://x.com/mudirshin/status/2007794369945108631)  2026-01-04T12:40Z [--] followers, [---] engagements


"@TheTechInvest $IREN over $45 now up nearly 6%. Momentum is building. It's going to hit $60 within Jan LFG"  
[X Link](https://x.com/mudirshin/status/2008165268300652749)  2026-01-05T13:14Z [--] followers, [----] engagements


"$CIFR breaks above $17 momentum kicking in. LFG πŸš€ #Risingdynasty #OPEN #CIFR #IREN #ASST #BTQ"  
[X Link](https://x.com/mudirshin/status/2008186749969998041)  2026-01-05T14:40Z [--] followers, [--] engagements


"$IREN pushing toward $47 now up over 9%. Momentum is real. πŸ“ˆ #Risingdynasty #OPEN #CIFR #IREN #ASST #BTQ"  
[X Link](https://x.com/mudirshin/status/2008202611611316501)  2026-01-05T15:43Z [--] followers, [--] engagements


"@mikealfred $CIFR and $IREN moving fast. LFG πŸš€"  
[X Link](https://x.com/mudirshin/status/2008203586464006595)  2026-01-05T15:47Z [--] followers, [---] engagements


"@mikealfred These stocks are going to make me very rich: $CIFR $IREN $OPEN πŸš€"  
[X Link](https://x.com/mudirshin/status/2008212992295358783)  2026-01-05T16:24Z [--] followers, [---] engagements


"$OPEN is going to hit $10 soon"  
[X Link](https://x.com/mudirshin/status/2008631097760854243)  2026-01-06T20:05Z [--] followers, [---] engagements


"@CanadaKaz @rabois @ericjackson @GMN_watch @8bitsteveo @midascabal I havent seen many people clearly explain the recent news about President Trumps plan to ban institutional investors from buying single-family homes so I decided to write this myself. It may be far from perfect but I hope this can be helpful to long-term $Open investors. 1) Policy Shift Favors Opendoors Business Model - President Trump announced plans to ban institutional investors from buying single-family homes aiming to curb large corporate ownership. This caused stocks of traditional institutional investors like Blackstone"  
[X Link](https://x.com/mudirshin/status/2009010285064163444)  2026-01-07T21:12Z [--] followers, [---] engagements


"Overnight [----] 14% up. Hoping tomorrows tariff decision gets settled smoothly and todays Trump mortgage bond buying effect turns into a catalyst for a big $OPEN breakout tomorrow. πŸš€ @ericjackson @CanadaKaz @rabois @kianejatian"  
[X Link](https://x.com/mudirshin/status/2009438700199985398)  2026-01-09T01:34Z [--] followers, [---] engagements


"U.S. CPI Dec [--] rose 2.7% YoY with core CPI +2.6% signaling inflation remains above the Feds 2% goal despite some easing. #Inflation #CPI #Economy https://finance.yahoo.com/news/live/stock-market-today-dow-sp-500-nasdaq-futures-lean-lower-after-jpmorgan-earnings-as-cpi-inflation-looms-234952159.html https://finance.yahoo.com/news/live/stock-market-today-dow-sp-500-nasdaq-futures-lean-lower-after-jpmorgan-earnings-as-cpi-inflation-looms-234952159.html"  
[X Link](https://x.com/mudirshin/status/2011070727425048843)  2026-01-13T13:39Z [--] followers, [---] engagements


"πŸ“Š $OPEN Performance Dashboard Quantitative Summary (Source: πŸ”Ή Weekly Acquisition Contracts Latest weekly contracts: [------] contracts Prior week estimate: [------] contracts Week-over-week growth: +78% (explicitly shown on dashboard) Recent range over last [--] months: [---] [---] contracts Current level is 8590% of recent peak (300) πŸ”Ή Short-Term Trend (Sep [----] Jan 2026) Sep [----] baseline: [-----] contracts/week Peak spike: [---] contracts/week Pullback low: [---] contracts/week Latest reading: 260+ contracts/week Net increase vs Sep baseline: +150% to +180% πŸ”Ή Cumulative / Long-Term Performance (Top"  
[X Link](https://x.com/mudirshin/status/2011237323271467344)  2026-01-14T00:41Z [--] followers, [---] engagements


"@TheTechInvest $IREN will hit $60 in Jan and $80 in Feb for sure"  
[X Link](https://x.com/mudirshin/status/2011767242753786121)  2026-01-15T11:47Z [--] followers, [---] engagements


"Mortgage rates dip to 6.06% lowest in [--] years after $200B Trump-led mortgage bond buys. Down from 6.16% last week & 7.04% a year ago. Move aims to reduce home-borrowing costs. $OPEN will hit $10 soon and $40 at least within [----] LFG https://finance.yahoo.com/news/mortgage-rates-hit-3-year-low-after-trumps-bond-buying-announcement-170734277.html https://finance.yahoo.com/news/mortgage-rates-hit-3-year-low-after-trumps-bond-buying-announcement-170734277.html"  
[X Link](https://x.com/mudirshin/status/2011900836847501692)  2026-01-15T20:38Z [--] followers, [---] engagements


"@Nugget_Trades Mortgage rates hit 6.06% (3-yr low) after $200B bond buys. From 7.04% YoY 6.06% now. Housing tailwinds are building. LFG"  
[X Link](https://x.com/mudirshin/status/2011903954217812235)  2026-01-15T20:50Z [--] followers, [---] engagements


"AI is driving unprecedented demand for compute and execution is the real bottleneck. $IREN is delivering. 1000+ site team at Childress. Data halls rising across Horizons [--]. Electrical mechanical generators UPS all progressing on schedule. And yes this is for Microsoft. No vapor. No promises. Real contracts. Real data centers. Real momentum. Im confident: πŸ‘‰ $60+ in January πŸ‘‰ $80 in February Execution is the differentiator and $IREN has it. πŸš€βš‘ AI is driving unprecedented demand for compute. The ability to rapidly design and construct data centers at scale is the critical bottleneck. $IREN s"  
[X Link](https://x.com/mudirshin/status/2011964501017706539)  2026-01-16T00:51Z [--] followers, [---] engagements


"@TheTechInvest $OPEN should be added"  
[X Link](https://x.com/mudirshin/status/2012493594007900329)  2026-01-17T11:53Z [--] followers, [----] engagements


"Im planning a vacation later this year and would really appreciate your help. Which would you recommend: Yellowstone the Grand Canyon or Banff Yellowstone The Grand Canyon Banff Yellowstone The Grand Canyon Banff"  
[X Link](https://x.com/mudirshin/status/2013234349890822429)  2026-01-19T12:57Z [--] followers, [--] engagements


"@TheTechInvest Totally agree with you. Buy the dip"  
[X Link](https://x.com/mudirshin/status/2013580840178196576)  2026-01-20T11:54Z [--] followers, [---] engagements


"Buy the dip Added [-----] shares of $ASST at $0.79 LFG"  
[X Link](https://x.com/mudirshin/status/2015861548300779624)  2026-01-26T18:57Z [--] followers, [---] engagements


"$BTC recovered $88000 and is gearing up for another leg higher. $ASST may be next to soar"  
[X Link](https://x.com/mudirshin/status/2016182839243342274)  2026-01-27T16:13Z [--] followers, [---] engagements


"@mikealfred Instead of buying silver I added [-----] shares of $ASST"  
[X Link](https://x.com/mudirshin/status/2015865372356800990)  2026-01-26T19:12Z [--] followers, [----] engagements


"@mikealfred I am totally with you. I will hold $OPEN untill it hits $400 like $CVNA"  
[X Link](https://x.com/mudirshin/status/2016185802737201405)  2026-01-27T16:25Z [--] followers, 10.2K engagements


"@TheTechInvest Earnings call expected on 2/5. Deals are inevitable"  
[X Link](https://x.com/mudirshin/status/2016188566875811954)  2026-01-27T16:36Z [--] followers, [---] engagements


"πŸ“ˆ Unstoppable Opendoor ( $OPEN) Surges 264% in [----] Opendoor ( $OPEN) delivered a remarkable comeback in [----] soaring 264% and emerging as one of the markets strongest turnaround stories. The rally reflects more than short-term trading momentum. Investors are increasingly recognizing πŸ‘‰ improved cost discipline πŸ‘‰ stronger risk management and πŸ‘‰ AI-driven pricing and operational efficiency signaling a meaningful transformation of the business. With expectations building for a more favorable interest-rate environment Opendoor is once again viewed as a prime beneficiary of a housing market"  
[X Link](https://x.com/mudirshin/status/2016194781194444816)  2026-01-27T17:01Z [--] followers, [---] engagements


"@mikealfred I bought the dip yesterday I believe $ASST will make its move soon"  
[X Link](https://x.com/mudirshin/status/2016226641438036293)  2026-01-27T19:07Z [--] followers, [----] engagements


"@TheTechInvest @VickiCPAPartner Looks like $CIFR is catching up to $IREN"  
[X Link](https://x.com/mudirshin/status/2016499555781501244)  2026-01-28T13:12Z [--] followers, [---] engagements


"@mikealfred Exactly. This is a real turnaround not a spreadsheet story. New leadership cleaner balance sheet and a clear path to profitability. After the earnings call I dont see sub-$6 prices anymore"  
[X Link](https://x.com/mudirshin/status/2016512033462665651)  2026-01-28T14:01Z [--] followers, [----] engagements


"$CIFR just broke $17"  
[X Link](https://x.com/mudirshin/status/2016520520498315659)  2026-01-28T14:35Z [--] followers, [---] engagements


"I discovered $CIFR through @ericjackson and following @mikealfred since then has only strengthened my conviction. Im holding this long term and will continue tracking the story closely while staying invested. CIFR is headed to $42-$55 this year and there is literally nothing they can do to stop it. Its pre-programmed. CIFR is headed to $42-$55 this year and there is literally nothing they can do to stop it. Its pre-programmed"  
[X Link](https://x.com/mudirshin/status/2016523074984616153)  2026-01-28T14:45Z [--] followers, [---] engagements


"@mikealfred Mike Im nowhere near your level but heres my proof holding [-----] shares of $OPEN. LFG"  
[X Link](https://x.com/mudirshin/status/2016557051342635013)  2026-01-28T17:00Z [--] followers, [----] engagements


"@CapitanSteveo I feel pretty confident $OPEN will be above $20 after Q1"  
[X Link](https://x.com/mudirshin/status/2016598470560211095)  2026-01-28T19:45Z [--] followers, [---] engagements


"@TheTechInvest $IREN is going to hit $80 after the earnings call"  
[X Link](https://x.com/mudirshin/status/2016600308965638573)  2026-01-28T19:52Z [--] followers, [---] engagements


"@mikealfred I bought the dip two days ago. LFG"  
[X Link](https://x.com/mudirshin/status/2016636084898103606)  2026-01-28T22:14Z [--] followers, [----] engagements


"πŸ“Œ Microsoft ( $MSFT) 1/28 Earnings Call Key Takeaways Revenue $81.3B (+17% YoY); Microsoft Cloud $51.5B (+26%) first time above $50B Cloud and AI businesses reaffirmed as the primary growth drivers AI adoption remains early; management sees a massive long-term TAM Microsoft Cloud positioned as a cloud + AI platform CapEx hit a record $37.5B largely driven by AI infrastructure (GPUs compute data centers) Management expects elevated CapEx to continue to stay ahead of AI demand Azure growth remains strong though margins face near-term pressure from AI costs AI investments are already converting"  
[X Link](https://x.com/mudirshin/status/2016870878101872957)  2026-01-29T13:47Z [--] followers, [---] engagements


"Microsoft( $MSFT)s stock is down in the premarket as the market remains concerned about the scale and timing of its AI investments. However I see this differently. Microsoft already has a data center agreement with $IREN and increased AI spending could reasonably translate into additional infrastructure contracts with $IREN. AI investment expansion directly increases demand for data centers power and compute capacity. $IREN is already an existing infrastructure partner not a speculative future option. Scaling AI workloads requires long-term reliable electricity exactly what IREN is built to"  
[X Link](https://x.com/mudirshin/status/2016873076487590122)  2026-01-29T13:56Z [--] followers, [---] engagements


"πŸ“Œ Meta Platforms ( $META ) 1/28 Earnings Call Key Takeaways Revenue $59.9B (+24% YoY) beating expectations on strong ad demand EPS $8.88 well above consensus estimates Operating income $24.8B operating margin 41% reflecting strong cost discipline Net income $22.8B (+9% YoY) Family of Apps daily active users reached 3.6B with solid engagement growth Advertising revenue remained the primary growth driver across Facebook and Instagram AI is already improving ad targeting recommendations and monetization efficiency [----] CapEx guidance raised sharply to $115B$135B focused on AI and data center"  
[X Link](https://x.com/mudirshin/status/2016879356249862430)  2026-01-29T14:21Z [--] followers, [---] engagements


"Whos telling us that AI has turned into a bubble #Risingdynasty #OPEN #CIFR #IREN #ASST #BTQ πŸ“Œ Meta Platforms ( $META ) 1/28 Earnings Call Key Takeaways Revenue $59.9B (+24% YoY) beating expectations on strong ad demand EPS $8.88 well above consensus estimates Operating income $24.8B operating margin 41% reflecting strong cost discipline Net income πŸ“Œ Meta Platforms ( $META ) 1/28 Earnings Call Key Takeaways Revenue $59.9B (+24% YoY) beating expectations on strong ad demand EPS $8.88 well above consensus estimates Operating income $24.8B operating margin 41% reflecting strong cost discipline"  
[X Link](https://x.com/mudirshin/status/2016879759351849326)  2026-01-29T14:23Z [--] followers, [---] engagements


"πŸ“Œ Samsung Electronics & SK Hynix Earnings on the Same Day Samsung Electronics and SK Hynix are set to report earnings on the same day drawing heightened market attention The timing comes amid a strong rebound in the memory market driven by AI and data-center demand Investors are closely watching results to gauge leadership in HBM (high-bandwidth memory) a key component for AI servers SK Hynix is currently viewed as a leader in HBM supply while Samsung is pushing to close the gap Rising memory prices and tight supply are expected to support improved profitability for both companies The dual"  
[X Link](https://x.com/mudirshin/status/2016885356138783174)  2026-01-29T14:45Z [--] followers, [--] engagements


"πŸ“Œ Microsoft ( $MSFT) 1/28 Earnings Call Key Takeaways Revenue $81.3B (+17% YoY); Microsoft Cloud $51.5B (+26%) first time above $50B Cloud and AI businesses reaffirmed as the primary growth drivers AI adoption remains early; management sees a massive long-term TAM Microsoft Cloud positioned as a cloud + AI platform CapEx hit a record $37.5B largely driven by AI infrastructure (GPUs compute data centers) Management expects elevated CapEx to continue to stay ahead of AI demand Azure growth remains strong though margins face near-term pressure from AI costs AI investments are already converting"  
[X Link](https://x.com/mudirshin/status/2016888704061550824)  2026-01-29T14:58Z [--] followers, [----] engagements


"$ASST down 4.5%. Time to buy the dip"  
[X Link](https://x.com/mudirshin/status/2016906060020265278)  2026-01-29T16:07Z [--] followers, [----] engagements


"$CIFR down 11%. I think it bounces back soon"  
[X Link](https://x.com/mudirshin/status/2016906701979398372)  2026-01-29T16:10Z [--] followers, [----] engagements


"How does it make sense that the market is down just because $MSFT is falling on fears around AI spending AI expansion isnt a bubble its the future. https://finance.yahoo.com/news/live/stock-market-today-dow-sp-500-nasdaq-sink-as-microsofts-post-earnings-plunge-drags-tech-down-143615790.html https://finance.yahoo.com/news/live/stock-market-today-dow-sp-500-nasdaq-sink-as-microsofts-post-earnings-plunge-drags-tech-down-143615790.html"  
[X Link](https://x.com/mudirshin/status/2016913189003284504)  2026-01-29T16:35Z [--] followers, [---] engagements


"Vanguards $OPEN position over time tells the story. Steady accumulation through cycles and now a sharp increase to 110.9M shares (11.6%). Long-term conviction doesnt get much clearer than this. Source: https://fintel.io/so/us/open/vanguard-group Vanguard increased its $OPEN position from 66.4M shares to 110.9M shares a 67% increase now owning 11.6% of the company. Long-term institutions dont do this without conviction. https://t.co/IlyDKAXksX https://fintel.io/so/us/open/vanguard-group Vanguard increased its $OPEN position from 66.4M shares to 110.9M shares a 67% increase now owning 11.6% of"  
[X Link](https://x.com/mudirshin/status/2016956151426957669)  2026-01-29T19:26Z [--] followers, [---] engagements


"@GMN_watch @ericjackson @CapitanSteveo Planning to buy $SRXH soon after I finish rebalancing my portfolio"  
[X Link](https://x.com/mudirshin/status/2016966808708710883)  2026-01-29T20:08Z [--] followers, [---] engagements


"@mikealfred President Trump and Senate Democrats have reached a tentative deal to avert a government shutdown buying time for further budget negotiations. https://finance.yahoo.com/news/trump-democrats-strike-tentative-deal-235255449.html https://finance.yahoo.com/news/trump-democrats-strike-tentative-deal-235255449.html"  
[X Link](https://x.com/mudirshin/status/2017034722484867402)  2026-01-30T00:38Z [--] followers, [---] engagements


"@mikealfred Rates will be cut further and $ASST $IREN $CIFR and $OPEN should benefit. https://finance.yahoo.com/news/trump-says-hell-announce-fed-chair-nominee-on-friday-morning-as-kevin-warshs-odds-soar-010347156.html https://finance.yahoo.com/news/trump-says-hell-announce-fed-chair-nominee-on-friday-morning-as-kevin-warshs-odds-soar-010347156.html"  
[X Link](https://x.com/mudirshin/status/2017041720769138899)  2026-01-30T01:06Z [--] followers, [----] engagements


"$OPEN will host its 4Q25 Financial Open House on Feb [--] sharing full-year and Q4 results. All eyes on execution margins and the path forward. https://investor.opendoor.com/news-releases/news-release-details/opendoor-4q25-financial-open-house-opendoor-report-fourth https://investor.opendoor.com/news-releases/news-release-details/opendoor-4q25-financial-open-house-opendoor-report-fourth"  
[X Link](https://x.com/mudirshin/status/2017274645204828359)  2026-01-30T16:32Z [--] followers, [---] engagements


"I dont think well see $5 or $6 anymore. After the earnings call hoping we make a real run toward $10 this time. LFG $OPEN $OPEN will host its 4Q25 Financial Open House on Feb [--] sharing full-year and Q4 results. All eyes on execution margins and the path forward. https://t.co/M2S4OFoHrq $OPEN will host its 4Q25 Financial Open House on Feb [--] sharing full-year and Q4 results. All eyes on execution margins and the path forward. https://t.co/M2S4OFoHrq"  
[X Link](https://x.com/mudirshin/status/2017275986211967007)  2026-01-30T16:37Z [--] followers, [---] engagements


"@GMN_watch @AverageOpsimath Goldman Sachs reduction in $OPEN looks more like a short-term position adjustment than a negative view on the companys long-term fundamentals. Vanguard has been increasing its stake and Goldman Sachs can always come back nothing to be overly concerned about I guess"  
[X Link](https://x.com/mudirshin/status/2017367211166384424)  2026-01-30T22:39Z [--] followers, [---] engagements


"@KobeissiLetter Who says AI is a bubble It makes no sense to me that tech stocks are selling off because AI investment is increasing. AI is still in its early stages and investment should continue"  
[X Link](https://x.com/mudirshin/status/2017386971778203971)  2026-01-30T23:58Z [--] followers, [----] engagements


"@mintnoru @KobeissiLetter Ah right. No revenue means no investment. Got it"  
[X Link](https://x.com/mudirshin/status/2017394861935108199)  2026-01-31T00:29Z [--] followers, [---] engagements


"@mikealfred Buy the dip"  
[X Link](https://x.com/mudirshin/status/2017621168451100767)  2026-01-31T15:29Z [--] followers, [---] engagements


"$OPEN $IREN $CIFR $ASST $BTQ I dont see Kevin Warsh as someone who is negative on Bitcoin. I dont want to panic prematurely or scare myself for no reason. There is no clear signal of an economic recession at this point. My thesis has always been simple: buy the dip. With that in mind Im sharing an article where Kevin Warsh previously discussed Bitcoin in a notably calm and constructive way. πŸ”Ή Key Takeaways (Summary of the Article) Kevin Warsh stated that Bitcoin does not make him nervous signaling that he does not view it as a systemic threat. He sees Bitcoin more as a market signal and"  
[X Link](https://x.com/mudirshin/status/2017710760458142195)  2026-01-31T21:25Z [--] followers, [---] engagements


"@ericjackson It seems that Bitcoin sold off largely due to concerns around Kevin Warsh as a potential Fed Chair nominee. However I encourage you to read the article below carefully and reassess the situation with conviction rather than reacting emotionally. https://finance.yahoo.com/news/fed-chair-nominee-warsh-views-150459398.html https://finance.yahoo.com/news/fed-chair-nominee-warsh-views-150459398.html"  
[X Link](https://x.com/mudirshin/status/2017745563274416440)  2026-01-31T23:43Z [--] followers, [----] engagements


"@APompliano For $OPEN to truly take off mortgage rates need to fall below 6%. Rate cuts arent optional theyre necessary"  
[X Link](https://x.com/mudirshin/status/2016162855377137904)  2026-01-27T14:54Z [--] followers, [----] engagements


"@VikingChick99 @APompliano I agree that rates ultimately need to fall to around 3.75%. However once mortgage rates drop below 6% I believe people will start paying attention again and real estate transaction activity will become much more active"  
[X Link](https://x.com/mudirshin/status/2016172568336585156)  2026-01-27T15:32Z [--] followers, [--] engagements


"It seems many people are still unclear about what kind of company $SRXH is and whether it has real investment potential. So Ive put together a brief summary highlighting only the key points. SRx Health Solutions ( $SRXH) is a publicly listed company undergoing a strategic repositioning designed to serve as a scalable platform for next-generation capital and digital asset strategies. [--]. Public Market Platform SRXH is listed on NYSE American providing an established public-market structure that enables speed visibility and flexibility for strategic transformation and capital allocation. 2."  
[X Link](https://x.com/mudirshin/status/2016174319080980729)  2026-01-27T15:39Z [--] followers, [---] engagements


"$IREN has broken through $57 and is pushing toward $58. Is it giving us a hint of good news ahead of the earnings call Lets trust it and go. πŸš€"  
[X Link](https://x.com/mudirshin/status/2016190636236398704)  2026-01-27T16:44Z [--] followers, [---] engagements


"@ericjackson I found $OPEN through @ericjackson. Insee a Carvana-style growth story here and plan to hold all the way to $400. Thank you @ericjackson"  
[X Link](https://x.com/mudirshin/status/2016577337102323783)  2026-01-28T18:21Z [--] followers, 10.7K engagements


"$OPEN is down nearly 3% but Im not concerned. I expect the earnings call at the end of February to be a meaningful catalyst for the stock"  
[X Link](https://x.com/mudirshin/status/2016908606038282706)  2026-01-29T16:17Z [--] followers, [---] engagements


"According to a recent Seeking Alpha article $IREN has up to 88% upside potential driven by the rapid scaling of its AI infrastructure business. The thesis is that as AI-related revenue grows toward $34B in ARR $IREN could be re-rated from a bitcoin miner to a high-growth AI infrastructure play. https://seekingalpha.com/article/4861410-iren-88-percent-upside-potential-as-ai-revenue-scales-toward-3-4-billion-arrutm_source=chatgpt.com https://seekingalpha.com/article/4861410-iren-88-percent-upside-potential-as-ai-revenue-scales-toward-3-4-billion-arrutm_source=chatgpt.com"  
[X Link](https://x.com/mudirshin/status/2016963516323025383)  2026-01-29T19:55Z [--] followers, [---] engagements


"Look at the close someone is clearly accumulating. Whether its institutions or big money. $ASST"  
[X Link](https://x.com/mudirshin/status/2017342780054421975)  2026-01-30T21:02Z [--] followers, [----] engagements


"I feel that many retail investors are misunderstanding Kevin Warsh so I wanted to organize my thoughts. Personally I am confident that he would not run the Federal Reserve from an aggressively hawkish stance. His core philosophy is that when the economy stands at a critical crossroadswhether it is heading into a downturn or notthe Fed should play only a limited and disciplined role focusing narrowly on price stability and interest-rate adjustments. In his view broader policy decisions and economic stimulus should primarily be the responsibility of the Treasury not the Fed. He has consistently"  
[X Link](https://x.com/mudirshin/status/2018324148494246391)  2026-02-02T14:02Z [--] followers, [--] engagements


"@TheTechInvest $CIFR should be included"  
[X Link](https://x.com/mudirshin/status/2018330933070377071)  2026-02-02T14:29Z [--] followers, [---] engagements


"$IREN reports earnings on Thursday February [--]. After the earnings call I dont think well see IREN below $60 again. The short-term volatility may be tough but lets hold through it and enjoy the earnings. LFG"  
[X Link](https://x.com/mudirshin/status/2018336906942034387)  2026-02-02T14:53Z [---] followers, [---] engagements


"@TheTechInvest The earnings call on Feb [--] will be a turning point"  
[X Link](https://x.com/mudirshin/status/2018351615661478188)  2026-02-02T15:51Z [--] followers, [---] engagements


"Mortgage rates staying below 6% help unlock housing transactions. As volumes recover Opendoors model has strong operating leverage. Housing recovery is a matter of when not if and thats upside for $OPEN. https://finance.yahoo.com/personal-finance/mortgages/article/below-6-since-november-mortgage-lenders-with-the-best-rates-this-week-feb-2-2026-170834401.html https://finance.yahoo.com/personal-finance/mortgages/article/below-6-since-november-mortgage-lenders-with-the-best-rates-this-week-feb-2-2026-170834401.html"  
[X Link](https://x.com/mudirshin/status/2018370963490959703)  2026-02-02T17:08Z [--] followers, [---] engagements


"@ericjackson $IREN will close in the green by the end of the day"  
[X Link](https://x.com/mudirshin/status/2018378959616885186)  2026-02-02T17:40Z [--] followers, [---] engagements


"@mikealfred I knew it would bounce"  
[X Link](https://x.com/mudirshin/status/2018379482487296203)  2026-02-02T17:42Z [--] followers, [---] engagements


"$IREN and $CIFR both in the green. LFGπŸš€ πŸ“Œ CIFR vs IREN Bitcoin Miners Leading the AI Infrastructure Shift Cipher Mining ( $CIFR) and IREN Limited ( $IREN) are no longer viewed as simple Bitcoin mining stocks; they are increasingly gaining attention for their expansion into AI infrastructure. Both companies πŸ“Œ CIFR vs IREN Bitcoin Miners Leading the AI Infrastructure Shift Cipher Mining ( $CIFR) and IREN Limited ( $IREN) are no longer viewed as simple Bitcoin mining stocks; they are increasingly gaining attention for their expansion into AI infrastructure. Both companies"  
[X Link](https://x.com/mudirshin/status/2018380283838411141)  2026-02-02T17:45Z [--] followers, [---] engagements


"@pappygist The earnings call on Feb [--] will resolve everything we won't see $5 any moreThe earnings call on Feb [--] should clear things up. I dont think well see $5 again after that"  
[X Link](https://x.com/mudirshin/status/2018382595919085891)  2026-02-02T17:54Z [--] followers, [---] engagements


"Mortgage rates are holding steady near 6% under a cautious Fed. A Kevin Warshled Fed could shift policy toward normalization faster opening the door to rate cuts once inflation is under control. $OPEN should benefit https://finance.yahoo.com/personal-finance/mortgages/article/when-will-mortgage-rates-go-down-considerations-as-rates-hold-steady-190610898.html https://finance.yahoo.com/personal-finance/mortgages/article/when-will-mortgage-rates-go-down-considerations-as-rates-hold-steady-190610898.html"  
[X Link](https://x.com/mudirshin/status/2018388995873411372)  2026-02-02T18:20Z [--] followers, [--] engagements


"@TheTechInvest Please add $CIFR"  
[X Link](https://x.com/mudirshin/status/2018417575445639384)  2026-02-02T20:13Z [--] followers, [---] engagements


"@donaldjdean Buy the dip. It works over time. $IREN"  
[X Link](https://x.com/mudirshin/status/2018441670585385468)  2026-02-02T21:49Z [--] followers, [---] engagements


"πŸ€”Who says AI has turned into a bubble πŸš€Palantir Technologies Q4 Earnings Key Takeaways [--]. Palantir beat Wall Street expectations in Q4 on both revenue and earnings. [--]. Revenue came in at approximately $1.41B exceeding analysts estimates of around $1.34B. [--]. Adjusted EPS was $0.25 above the consensus estimate of $0.23. [--]. Strong growth in U.S. commercial sales was the main driver showing accelerating adoption among U.S. businesses. [--]. The company highlighted continued momentum in its AI-driven platforms especially within the commercial sector. [--]. Forward guidance was also strong with"  
[X Link](https://x.com/mudirshin/status/2018464547179200797)  2026-02-02T23:20Z [--] followers, [--] engagements


"@CapitanSteveo When even longtime bears stop shorting it usually signals a bottom. $OPEN"  
[X Link](https://x.com/mudirshin/status/2018466383504502830)  2026-02-02T23:27Z [--] followers, [---] engagements


"Worth sharing even long-time skeptics are acknowledging the progress driven by $OPENs management. @nejatian @ericjackson i would NOT be short $OPEN for the long haul good management will do the trick i would NOT be short $OPEN for the long haul good management will do the trick"  
[X Link](https://x.com/mudirshin/status/2018469890831852026)  2026-02-02T23:41Z [--] followers, [---] engagements


"πŸͺ™ Gold rebounds clawing back part of the losses after a sharp sell-off Gold prices rebounded after a dramatic drop recovering part of the recent losses. The sell-off followed gold hitting record highs triggering profit-taking and short-term pressure. Dip buyers stepped in as prices fell to more attractive levels. Market volatility shifting interest-rate expectations and U.S. dollar moves remain key drivers. Despite near-term swings gold continues to draw interest as a hedge amid macro uncertainty. https://twitter.com/i/web/status/2018674442788831307"  
[X Link](https://x.com/mudirshin/status/2018674442788831307)  2026-02-03T13:14Z [--] followers, [--] engagements


"@ericjackson Im genuinely curious how Michael Burry views $PLTRs earnings call.😁😁"  
[X Link](https://x.com/mudirshin/status/2018675102066368968)  2026-02-03T13:17Z [--] followers, [---] engagements


"πŸš€ $IREN is positioning itself as an AI cloud growth play through aggressive GPU and data center expansion. 🧠 AI cloud growth tailwind $IREN is aggressively expanding its GPU-based cloud business to meet rising AI workloads πŸ–₯ Massive GPU expansion plan GPUs expected to scale from [-----] today to [------] by the end of [----] πŸ— Data center infrastructure build-out AI-ready data centers under development in Texas and North Carolina πŸ’° Improving revenue visibility GPU expansion and early customer commitments support stronger AI cloud revenue outlook πŸ“Š Earnings catalyst ahead Upcoming earnings"  
[X Link](https://x.com/mudirshin/status/2018679948932780447)  2026-02-03T13:36Z [--] followers, [---] engagements


"Im genuinely excited to see how much $IREN can move higher after the earnings call. LFG"  
[X Link](https://x.com/mudirshin/status/2018680199110435002)  2026-02-03T13:37Z [--] followers, [---] engagements


"$ASST LFG Strive enters the top [--]. The mission advances but the work is far from done. $ASST https://t.co/sMfposTXW8 Strive enters the top [--]. The mission advances but the work is far from done. $ASST https://t.co/sMfposTXW8"  
[X Link](https://x.com/mudirshin/status/2018682175185355103)  2026-02-03T13:45Z [--] followers, [---] engagements


"@arnold0xyz Fair point. Hashrate alone doesnt mean much. Power costs and efficiency decide whether scaling actually works and thats the part Im watching with CIFR. Timing matters"  
[X Link](https://x.com/mudirshin/status/2018682985256493080)  2026-02-03T13:48Z [--] followers, [--] engagements


"Which one comes out on top $IREN or $CIFR I think both could benefit. https://tickeron.com/compare/CIFR-vs-IREN/ https://tickeron.com/compare/CIFR-vs-IREN/"  
[X Link](https://x.com/mudirshin/status/2018690047885664461)  2026-02-03T14:16Z [--] followers, [---] engagements


"@mikealfred Agreed execution is everything. That said $CIFR looks better positioned on power costs and balance sheet discipline which should matter over time. Watching closely"  
[X Link](https://x.com/mudirshin/status/2018694994274521136)  2026-02-03T14:36Z [--] followers, [----] engagements


"$IREN is trying to push above $55. Earnings call in two days. LFG.πŸš€"  
[X Link](https://x.com/mudirshin/status/2018699286054113549)  2026-02-03T14:53Z [--] followers, [---] engagements


"$CIFR Early momentum confirmed now a pullback holding $16 support is the key"  
[X Link](https://x.com/mudirshin/status/2018699861806174209)  2026-02-03T14:55Z [--] followers, [--] engagements


"@donaldjdean Earnings call cant come soon enough. $OPEN looks well positioned"  
[X Link](https://x.com/mudirshin/status/2018710391782609251)  2026-02-03T15:37Z [--] followers, [---] engagements


"🩸BREAKING:πŸ› U.S. House Passes Funding Deal Only Trumps Signature Needed $OPEN $CIFR $IREN $ASST $BTQ The U.S. House has passed a federal funding agreement moving the government one step closer to ending the shutdown. The deal now requires only President Trumps signature to become law. If signed the agreement would remove government shutdown risk and restore funding continuity. The news helped ease market uncertainty as investors welcomed the reduction in political risk. Final implementation still depends on the timing of the presidents approval. $OPEN $CIFR $IREN"  
[X Link](https://x.com/mudirshin/status/2018773140529107309)  2026-02-03T19:46Z [--] followers, [---] engagements


"Lets get this done. Time to put the government shutdown risk behind us"  
[X Link](https://x.com/mudirshin/status/2018773501495083191)  2026-02-03T19:48Z [--] followers, [--] engagements


"$IREN back in the green.πŸš€"  
[X Link](https://x.com/mudirshin/status/2018786304247636018)  2026-02-03T20:38Z [--] followers, [---] engagements


"$CIFR back in the green too"  
[X Link](https://x.com/mudirshin/status/2018786520413753603)  2026-02-03T20:39Z [--] followers, [---] engagements


"$OPEN seems to be finding its footing again. I thought $5 might break but strong support has formed and I think its gearing up for another run toward $6"  
[X Link](https://x.com/mudirshin/status/2018787315817283762)  2026-02-03T20:42Z [--] followers, [---] engagements


"@ericjackson Were climbing it together. Patience wins. $OPEN"  
[X Link](https://x.com/mudirshin/status/2018807355706847727)  2026-02-03T22:02Z [--] followers, [---] engagements


"🩸BREAKING: Trump signs funding deal ending 4-day partial government shutdown https://finance.yahoo.com/news/trump-signs-funding-deal-ending-4-day-partial-government-shutdown-150730886.html https://finance.yahoo.com/news/trump-signs-funding-deal-ending-4-day-partial-government-shutdown-150730886.html https://finance.yahoo.com/news/trump-signs-funding-deal-ending-4-day-partial-government-shutdown-150730886.html https://finance.yahoo.com/news/trump-signs-funding-deal-ending-4-day-partial-government-shutdown-150730886.html"  
[X Link](https://x.com/mudirshin/status/2018843806112612456)  2026-02-04T00:27Z [--] followers, [--] engagements


"$IREN s earnings call is tomorrow. Curious to hear the results and whether theres any update on potential hyperscaler contracts. Looking forward to it. $IREN will release its Q2 FY26 Results on Thursday February [--] [----] (Eastern Time). Conference call to be held at 5:00pm (Eastern Time). Register here: https://t.co/5GqmbLfeG9 $IREN will release its Q2 FY26 Results on Thursday February [--] [----] (Eastern Time). Conference call to be held at 5:00pm (Eastern Time). Register here: https://t.co/5GqmbLfeG9"  
[X Link](https://x.com/mudirshin/status/2019048372485636469)  2026-02-04T14:00Z [--] followers, [---] engagements


"$OPEN Was the previous high around $10.07 Im expecting a recovery after the earnings call. LFG"  
[X Link](https://x.com/mudirshin/status/2019051577667891248)  2026-02-04T14:13Z [--] followers, [---] engagements


"$IREN is drifting lower again in the premarket today but it wouldnt be surprising to see a recovery by the close as it so often does. The previous high was $76.87. Im really looking forward to seeing how the price reacts after the earnings call"  
[X Link](https://x.com/mudirshin/status/2019052101851127883)  2026-02-04T14:15Z [--] followers, [---] engagements


"@mikealfred The sharp drop in $IREN and $CIFR is a bit shocking but Im holding through it to the end"  
[X Link](https://x.com/mudirshin/status/2019108094605775056)  2026-02-04T17:57Z [--] followers, [----] engagements


"Ive sold all of my $ASST. For now I want to focus on $OPEN $IREN and $CIFR"  
[X Link](https://x.com/mudirshin/status/2019121245464510521)  2026-02-04T18:49Z [--] followers, [---] engagements


"$IREN is starting to stretch and wake up again. Hoping for solid results in tomorrows earnings call"  
[X Link](https://x.com/mudirshin/status/2019136403737833725)  2026-02-04T19:50Z [--] followers, [---] engagements


"$CIFR Wow thats a bit of a relief. Its starting to recover little by little"  
[X Link](https://x.com/mudirshin/status/2019136867300462990)  2026-02-04T19:51Z [--] followers, [--] engagements


"Honestly Im not too worried about $OPEN. With a strong CEO like @nejatian leading the company and @ericjackson consistently guiding the $OPENARMY and $RISINGDYNASTY through challenging moments its hard to be concerned even when the stock pulls back. Leadership and conviction matter especially in volatile markets. https://twitter.com/i/web/status/2019137949460255091 https://twitter.com/i/web/status/2019137949460255091"  
[X Link](https://x.com/mudirshin/status/2019137949460255091)  2026-02-04T19:56Z [--] followers, [---] engagements


"$OPEN back at $5. Behold the kings return. πŸ‘‘"  
[X Link](https://x.com/mudirshin/status/2019152975294316806)  2026-02-04T20:55Z [--] followers, [---] engagements


"@Odin1699092 Even after an 8% drop climbing back above $5 on a day like today is impressive. I cautiously expect we could see a more dramatic move after the Feb [--] earnings call"  
[X Link](https://x.com/mudirshin/status/2019154368424247402)  2026-02-04T21:01Z [--] followers, [--] engagements


"@mikealfred Great Its reassuring to know the $OPENARMY is always with you. Im confident we can expect a dramatic move around the earnings call. LFG πŸš€"  
[X Link](https://x.com/mudirshin/status/2019155672978346011)  2026-02-04T21:06Z [--] followers, [----] engagements


"@mikealfred has now accumulated 1.4M shares of $OPEN. LFG πŸš€πŸ”₯ Added a few places today but one place Im gaining conviction is OPEN. Now 1.4M shares. https://t.co/WQ9BmdQEne Added a few places today but one place Im gaining conviction is OPEN. Now 1.4M shares. https://t.co/WQ9BmdQEne"  
[X Link](https://x.com/mudirshin/status/2019156453500809371)  2026-02-04T21:09Z [--] followers, [---] engagements


"@YTriggered16380 what makes you say that"  
[X Link](https://x.com/mudirshin/status/2019157591184879996)  2026-02-04T21:14Z [--] followers, [--] engagements


"@ACInvestorBlog I agree. Even after running up to $10 and then pulling back by half I cautiously expect we could see a dramatic rebound around the earnings call"  
[X Link](https://x.com/mudirshin/status/2019164438813942205)  2026-02-04T21:41Z [--] followers, [---] engagements


"Home prices are up 91% since [----] while median wages rose only 27%. This isnt a wage problem its a liquidity and timing problem. Thats where $OPEN matters: not making homes cheaper but making them tradable turning illiquid housing equity into usable capital. This is insane. 2005: Median Home Price: $220000 2025: Median Home Price: $420000 A 91% increase. [----] Median Salary: $44326 [----] Median Salary: $56292 A 27% increase. This is insane. 2005: Median Home Price: $220000 2025: Median Home Price: $420000 A 91% increase. [----] Median Salary: $44326 [----] Median Salary: $56292 A 27% increase"  
[X Link](https://x.com/mudirshin/status/2019180282440536364)  2026-02-04T22:44Z [--] followers, [---] engagements


"Good morning folks $BTC has broken below $70K and is hovering in the low $69K range. It definitely makes you wonder how the market will close today. Personally Im hoping we end the day in the green but lets see how it plays out. Markets always have ups and downs. After a pullback a rebound usually follows so lets stay calm and watch things unfold. Wishing everyone a successful trading day https://twitter.com/i/web/status/2019404685950468111 https://twitter.com/i/web/status/2019404685950468111"  
[X Link](https://x.com/mudirshin/status/2019404685950468111)  2026-02-05T13:36Z [--] followers, [--] engagements


"Although the chart is set to a one-month view this actually all happened just this week. The drop came in only a few days. But what can we do We hold. Recovery will come better days are ahead. $OPEN $IREN $CIFR"  
[X Link](https://x.com/mudirshin/status/2019409812023570547)  2026-02-05T13:56Z [--] followers, [---] engagements


"The pre-market is painted red again today. Hopefully well see things turn green by the close. I sold $ASST for now to focus on other positions but Ill be back when $BTC starts gaining momentum again. Wishing everyone successful trades #Risingdynasty #OPEN #CIFR #IREN #ASST #BTQ https://twitter.com/i/web/status/2019411933489676364 https://twitter.com/i/web/status/2019411933489676364"  
[X Link](https://x.com/mudirshin/status/2019411933489676364)  2026-02-05T14:04Z [--] followers, [---] engagements


"$OPEN is back in the green"  
[X Link](https://x.com/mudirshin/status/2019418611274883231)  2026-02-05T14:31Z [--] followers, [---] engagements


"$IREN was down over 8% in the pre-market but its recovering quickly now. Hopefully it really takes off after the earnings call πŸš€"  
[X Link](https://x.com/mudirshin/status/2019419267775791534)  2026-02-05T14:34Z [--] followers, [---] engagements


"$CIFR is back in the green too"  
[X Link](https://x.com/mudirshin/status/2019420428897513767)  2026-02-05T14:38Z [--] followers, [---] engagements


"Today is earnings day for $AMZN $MSTR and $IREN. Lets hope for strong results"  
[X Link](https://x.com/mudirshin/status/2019423674068238647)  2026-02-05T14:51Z [--] followers, [---] engagements


"Its still more manageable than yesterday. Thankfully $OPEN $CIFR and $IREN are holding up well"  
[X Link](https://x.com/mudirshin/status/2019424669485658371)  2026-02-05T14:55Z [--] followers, [---] engagements


"@Bradley73635092 @Nugget_Trades @pulte @cvpayne @vladtenev This feels like a moment where leadership steps up. I believe the CEO will clearly lay out a bold direction on the earnings call and any concrete updates on tokenization or partnerships could quickly shift investor sentiment"  
[X Link](https://x.com/mudirshin/status/2019431046014816666)  2026-02-05T15:20Z [--] followers, [--] engagements


"@SelfMadeMastery You should take a look at $OPEN. The earnings call is coming up on Feb [--] and with a strong CEO and solid support from long-term believers the stock could see a meaningful boost after the call"  
[X Link](https://x.com/mudirshin/status/2019501596200067083)  2026-02-05T20:01Z [--] followers, [---] engagements


"@morganb Opus [---] 🀝 Open [---] hoping $OPEN becomes a real threat to competitors while delivering higher-quality homes to buyers faster and more efficiently. Thats the kind of execution that truly changes the game"  
[X Link](https://x.com/mudirshin/status/2019533679195013138)  2026-02-05T22:08Z [--] followers, [----] engagements


"This move in $IREN is insane. Down nearly 20% overnight after earnings then snapping back fast thats not a dead stock thats panic selling getting flushed. Strong hands stepped in. The market is recalibrating not giving up. IREN isnt dead. This is a reset not the end. πŸš€ $IREN isnt dead. Not even close $IREN isnt dead. Not even close"  
[X Link](https://x.com/mudirshin/status/2019749818323636554)  2026-02-06T12:27Z [--] followers, [---] engagements


"$COFR was down nearly 10% overnight but thankfully its recovering and moving higher now. There was a lot of panic selling because of $IREN but if you held through it well done"  
[X Link](https://x.com/mudirshin/status/2019765336782856498)  2026-02-06T13:29Z [--] followers, [---] engagements


"@mikealfred $IREN and $CIFR saw extreme volatility overnight. IREN dropped as much as -20% then rebounded sharplyalmost fully recovering to $40. CIFR also fell close to -10% before bouncing back. Yesterdays panic selling was psychologically exhausting but I held through it all. LFG. πŸš€"  
[X Link](https://x.com/mudirshin/status/2019768291690938781)  2026-02-06T13:41Z [--] followers, [----] engagements


"I didnt panic sell and held my position through it all. Hopefully today brings a rebound that recovers what was lost. LFG πŸš€ $IREN $CIFR The multi-week buildup in fear reached a climax yesterday after hours culminating with a large whoosh down in Bitcoin and other risk assets. Now we are more than 10% off the lows and will begin a quiet recovery that will build in to euphoria in the spring. Ive seen this movie. The multi-week buildup in fear reached a climax yesterday after hours culminating with a large whoosh down in Bitcoin and other risk assets. Now we are more than 10% off the lows and"  
[X Link](https://x.com/mudirshin/status/2019768699859636299)  2026-02-06T13:42Z [--] followers, [---] engagements


"$OPEN was down more than 6% overnight but it flipped back to green this morning and is now up over 2%. Im really looking forward to the outlook theyll provide on the earnings call. LFG πŸš€"  
[X Link](https://x.com/mudirshin/status/2019769286676365422)  2026-02-06T13:44Z [--] followers, [--] engagements


"Could $CIFR consider being a bit more proactive in communicating and promoting the company After last weeks panic selling and sharp price drop more visibility and messaging could really help shareholders stay confident and hold through volatility. I think clearer more active communication would make a meaningful difference. @rftylerpage https://twitter.com/i/web/status/2019770553565888512 https://twitter.com/i/web/status/2019770553565888512"  
[X Link](https://x.com/mudirshin/status/2019770553565888512)  2026-02-06T13:50Z [---] followers, [---] engagements


"@todd_mcartor @mikealfred Buy the DIp"  
[X Link](https://x.com/mudirshin/status/2019771252508954991)  2026-02-06T13:52Z [--] followers, [--] engagements


"@mikealfred I bought [----] shares of $CIFR at $6 last year. I didnt get shaken out by yesterdays panic selling and held through it. And I plan to keep holding going forward"  
[X Link](https://x.com/mudirshin/status/2019781807902728439)  2026-02-06T14:34Z [--] followers, [----] engagements


"$CIFR is up over 8% from the open and running strong. This weeks panic selling is nowhere to be found. LFG πŸš€"  
[X Link](https://x.com/mudirshin/status/2019782579998650675)  2026-02-06T14:37Z [--] followers, [---] engagements


"$IREN $OPEN $CIFR $ASST and $BTQ are all in the green now"  
[X Link](https://x.com/mudirshin/status/2019798695982530599)  2026-02-06T15:41Z [--] followers, [---] engagements


"@mikealfred $BTC has already bounced more than 15% from the lows in under [--] hours. This move felt technical from the start and with risk sentiment improving a sharp rebound wasnt surprising. If this momentum holds $80000+ next week isnt a stretch at all"  
[X Link](https://x.com/mudirshin/status/2019809934427464023)  2026-02-06T16:26Z [--] followers, [---] engagements


"@mikealfred Ill definitely be back in $ASST"  
[X Link](https://x.com/mudirshin/status/2019812452620530158)  2026-02-06T16:36Z [--] followers, [----] engagements


"$IREN is up over 10% now lets see it push past 20% by the close. πŸš€ $IREN looks like its being pushed down for low-price accumulation. Im confident we close up over 10% today. https://t.co/EB9FCiEuqe $IREN looks like its being pushed down for low-price accumulation. Im confident we close up over 10% today. https://t.co/EB9FCiEuqe"  
[X Link](https://x.com/mudirshin/status/2019825133398217195)  2026-02-06T17:26Z [--] followers, [---] engagements


"@mikealfred @nejatian Great Mike But retail investors want to see a distinct change in both the company and the stock price ASAP thoughπŸ˜„"  
[X Link](https://x.com/mudirshin/status/2019836504852558096)  2026-02-06T18:12Z [--] followers, [---] engagements


"🧲Attention: @nejatian @rabois @lucmatheson @kianejatian @morganb @ericjackson While holding $OPEN shares Ive been thinking more carefully about the macro backdrop. Today 30-year mortgage rates are still hovering around the 6% range. Even if the Fed begins cutting rates it doesnt seem likely that mortgage rates will come down meaningfully or quickly. At the same time the Fed itself doesnt appear positioned to deliver dramatic or rapid cuts. This raises an important question for me as a shareholder: How does $OPEN plan to drive innovative growth in a macro environment that remains challenging"  
[X Link](https://x.com/mudirshin/status/2019851896710738102)  2026-02-06T19:13Z [--] followers, [---] engagements


"$IREN s share price recovery reflects a turning point a shift from a Bitcoin mining company toward an AI platform business https://www.investors.com/news/iren-earnings-q2-2026-bitcoin-miner-ai-artificial-intelligence-iren-stock/ https://www.investors.com/news/iren-earnings-q2-2026-bitcoin-miner-ai-artificial-intelligence-iren-stock/"  
[X Link](https://x.com/mudirshin/status/2019907383200293074)  2026-02-06T22:53Z [--] followers, [---] engagements


"Yesterday $IREN plunged as much as 22% but it rebounded sharply and reclaimed the $40 level. This coming week will be a pivotal one for IREN. The recent sell-off looks more like a reset driven by volatility not a change in fundamentals. With sentiment stabilizing and catalysts lining up a rebound toward $60 within the next two weeks is very achievable. https://twitter.com/i/web/status/2020181354814562476 https://twitter.com/i/web/status/2020181354814562476"  
[X Link](https://x.com/mudirshin/status/2020181354814562476)  2026-02-07T17:02Z [--] followers, [--] engagements


"@Nugget_Trades $OPENs earnings call is coming up cant wait for it πŸš€"  
[X Link](https://x.com/mudirshin/status/2020182798603284915)  2026-02-07T17:08Z [--] followers, [---] engagements


"I believe $ASST is a strong long-term play. That said its price has been extremely volatilealmost mirroring $BTCs upside and downside. Because of that volatility Ive sold my position for now. I plan to buy back once $BTC shows clearer signs of stability"  
[X Link](https://x.com/mudirshin/status/2020198592061866380)  2026-02-07T18:10Z [--] followers, [---] engagements


"Need exposure to real estate $OPEN More US households need exposure to stocks real estate and commodities. More US households need exposure to stocks real estate and commodities"  
[X Link](https://x.com/mudirshin/status/2020216061837119530)  2026-02-07T19:20Z [--] followers, [---] engagements


"@CapitanSteveo $CIFR. Fundamentals noise"  
[X Link](https://x.com/mudirshin/status/2020236739634225388)  2026-02-07T20:42Z [--] followers, [---] engagements


"@GrindeOptions $OPEN $CIFR $IREN"  
[X Link](https://x.com/mudirshin/status/2020248277686661381)  2026-02-07T21:28Z [--] followers, [---] engagements


"@mikealfred Wow $CIFT $IREN LFG"  
[X Link](https://x.com/mudirshin/status/2020304484417884251)  2026-02-08T01:11Z [--] followers, [---] engagements


"@mikealfred Yep. Just enough of a dip to shake out the weak hands and make people think the old 4-year cycle still runs the show. Then it snaps back hard. This macro isnt the same. This move wont repeat history itll blow past it. Mark it"  
[X Link](https://x.com/mudirshin/status/2020305137118654857)  2026-02-08T01:14Z [---] followers, [---] engagements


"@MrNeverSell Great $OPEN will bounce back toward $10 after the earnings call"  
[X Link](https://x.com/mudirshin/status/2020506498665980258)  2026-02-08T14:34Z [---] followers, [---] engagements


"@CapitanSteveo $IREN"  
[X Link](https://x.com/mudirshin/status/2020562595116089757)  2026-02-08T18:17Z [--] followers, [---] engagements


"Dear AI investors please review the information below including details on the $CIFR and $IREN investors"  
[X Link](https://x.com/mudirshin/status/2020563951533035971)  2026-02-08T18:22Z [---] followers, [---] engagements


"@RealJGBanks [----] looks like a breakout year for AI with $CIFR and $IREN leading the way"  
[X Link](https://x.com/mudirshin/status/2020564432493871494)  2026-02-08T18:24Z [---] followers, [---] engagements


"Expect more hyperscalers to come on board with $IREN. $IREN CDO Kent Draper stressed the importance and advantages of being vertically integrated: Vertical integration is [--] of IREN's most important competitive advantages. We design build and operate our own data centers supported by in-house engineering procurement https://t.co/I9m1o7bF1Y $IREN CDO Kent Draper stressed the importance and advantages of being vertically integrated: Vertical integration is [--] of IREN's most important competitive advantages. We design build and operate our own data centers supported by in-house engineering"  
[X Link](https://x.com/mudirshin/status/2020606611883229675)  2026-02-08T21:12Z [---] followers, [---] engagements


"Couldnt agree more. This is exactly how real investing works. Price noise is for traders companies are for investors. As long as the business keeps improving the stock price will eventually catch up. It always does. Short-term price action doesnt change long-term value. Execution direction and fundamentals do. Anyone obsessing over daily moves is missing the asymmetry and thats where the real money is made. Conviction like this is rare. Respect. πŸ’― $OPEN to the Moon Why are people always talking about the $OPEN share price and not the company If you want to be a professional investor stop"  
[X Link](https://x.com/mudirshin/status/2021966476119298417)  2026-02-12T15:15Z [---] followers, [----] engagements


"@saylor Spot on. Broken money doesnt heal it gets debased. Bitcoin exists for this reason"  
[X Link](https://x.com/mudirshin/status/2022304326853554488)  2026-02-13T13:38Z [---] followers, [---] engagements


"@mikealfred Just a quick note: If you only see [-----] shares of $OPEN in the filing its because Form 13F doesnt show all holdings. Right @mikealfred"  
[X Link](https://x.com/mudirshin/status/2022392651732169125)  2026-02-13T19:29Z [---] followers, [----] engagements


"@TheTechInvest Wow $CIFR finally made the list πŸš€πŸ”₯"  
[X Link](https://x.com/mudirshin/status/2022435793495531856)  2026-02-13T22:20Z [---] followers, [---] engagements


"πŸ“Œ CIFR vs IREN Bitcoin Miners Leading the AI Infrastructure Shift Cipher Mining ( $CIFR) and IREN Limited ( $IREN) are no longer viewed as simple Bitcoin mining stocks; they are increasingly gaining attention for their expansion into AI infrastructure. Both companies are moving beyond reliance on traditional Bitcoin mining revenues by expanding into AI data centers and cloud-related businesses. $IREN has shown particularly strong momentum driven by AI cloud contracts and partnerships which has boosted expectations for future growth. $CIFR is also taking steps toward AI infrastructure"  
[X Link](https://x.com/mudirshin/status/2018330522187960439)  2026-02-02T14:27Z [---] followers, [----] engagements


"$CIFR is positioning itself for upside through hashrate growth data center expansion and leverage to Bitcoin. πŸš€ Hashrate expansion underway Cipher Mining continues to scale its hashrate through additional ASIC deployments supporting higher BTC production πŸ— Data center build-out accelerates Ongoing investments in U.S.-based mining facilities strengthen long-term operational capacity ⚑ Operational leverage improving Increased scale enhances efficiency and positions the company to benefit from BTC price upside πŸ“ˆ Bullish setup tied to Bitcoin recovery CIFR remains highly leveraged to BTC price"  
[X Link](https://x.com/mudirshin/status/2018681679888454137)  2026-02-03T13:43Z [---] followers, [---] engagements


"@mikealfred Holding [-----] shares of $OPEN. Planning to hold long-term aiming for a $CVNA-style run"  
[X Link](https://x.com/mudirshin/status/2018709311396979176)  2026-02-03T15:33Z [---] followers, [----] engagements


"πŸ“Œ Whats Happening ( $CIFR) πŸ”ΉCipher Mining Inc. plans to issue up to $2 billion in senior secured notes (a type of debt) through a subsidiary to qualified institutional buyers and investors. The notes are expected to mature in [----]. πŸ— Why Theyre Raising $2 B πŸ”ΉThe proceeds will primarily be used to complete the Black Pearl Facility a large high-performance computing and data center project in Wink Texas tied to AI and other compute-intensive workloads. πŸ”ΉA portion of the funds (about $232.5 million) will reimburse prior equity contributions the company made toward building the facility. πŸ“ˆ"  
[X Link](https://x.com/mudirshin/status/2019046724786889106)  2026-02-04T13:53Z [---] followers, [---] engagements


"🧲Step-function change in underwriting. Faster decisions better pricing higher efficiency this is how Opendoor Technologies( $OPEN) scales. Credit to Kaz Nejatian( @nejatian ) execution is clearly improving. πŸš€ ALERTπŸ””: @nejatian says $OPEN underwriting just saw a major upgrade. Faster underwriting = more homes processed better pricing decisions higher efficiency and potentially improved profitability. πŸ’¨ https://t.co/34oTlJI3xq ALERTπŸ””: @nejatian says $OPEN underwriting just saw a major upgrade. Faster underwriting = more homes processed better pricing decisions higher efficiency and"  
[X Link](https://x.com/mudirshin/status/2019813668461150541)  2026-02-06T16:41Z [---] followers, [---] engagements


"$OPEN shareholders please like this post. Its not just my question. Arent you also curious how the company plans to protect and grow shareholder value while mortgage rates remain around 6% Please help this reach management by liking it so we can get a clear response. 🧲Attention: @nejatian @rabois @lucmatheson @kianejatian @morganb @ericjackson While holding $OPEN shares Ive been thinking more carefully about the macro backdrop. Today 30-year mortgage rates are still hovering around the 6% range. Even if the Fed begins cutting rates 🧲Attention: @nejatian @rabois @lucmatheson @kianejatian"  
[X Link](https://x.com/mudirshin/status/2019886758683357435)  2026-02-06T21:31Z [---] followers, [---] engagements


"@TheTechInvest $IREN is the hope It bounce back to $60 in 2weeks"  
[X Link](https://x.com/mudirshin/status/2020184772396351915)  2026-02-07T17:15Z [---] followers, [----] engagements


"@nejatian Outside of pure AI labs Opendoor feels like the most AI-driven public company out there. This team isnt experimenting theyre all in"  
[X Link](https://x.com/mudirshin/status/2020328618870571462)  2026-02-08T02:47Z [---] followers, [----] engagements


"Strong economy booming housing market. $OPEN In [----] President Trump set the table for strong economic growth strong job gains and strong real income growth in [----]. The stock market lives in the future and its historic performance is a signal from Wall Street that Main Street will soon harvest the rewards from @POTUS https://t.co/Okxmq6vL3G In [----] President Trump set the table for strong economic growth strong job gains and strong real income growth in [----]. The stock market lives in the future and its historic performance is a signal from Wall Street that Main Street will soon harvest the"  
[X Link](https://x.com/mudirshin/status/2020577552834961442)  2026-02-08T19:16Z [---] followers, [---] engagements


"@TheTechInvest $IREN must be re-rated. It will bounce back toward its previous level around $60"  
[X Link](https://x.com/mudirshin/status/2020622126966030512)  2026-02-08T22:13Z [---] followers, [----] engagements


"@Kalshi Nothing can stop the flow"  
[X Link](https://x.com/mudirshin/status/2020634984667845092)  2026-02-08T23:04Z [---] followers, [---] engagements


"$IREN is up above 4% overnight"  
[X Link](https://x.com/mudirshin/status/2020668019186278424)  2026-02-09T01:16Z [---] followers, [---] engagements


"$CIFR is above $15 overnight"  
[X Link](https://x.com/mudirshin/status/2020668736181621169)  2026-02-09T01:19Z [---] followers, [---] engagements


"Key Economic Data to Watch This Week 1.January Jobs Report (Delayed Release) The delayed January employment report will offer fresh insight into labor market strength and wage pressures. 2.Consumer Price Index (CPI) Inflation data will be closely watched for signs of cooling or persistence shaping expectations around future Fed rate cuts. 3.Retail Sales Retail sales figures will provide a read on consumer spending momentum and overall economic demand. 4.Federal Reserve Commentary Any signals from Fed officials may influence market expectations on the timing and pace of monetary policy easing."  
[X Link](https://x.com/mudirshin/status/2020672956569956571)  2026-02-09T01:35Z [---] followers, [--] engagements


"πŸ“ˆ U.S. Stock Market Snapshot πŸ“Š U.S. stock futures moved higher as Wall Street looked to extend the rally after the Dow crossed the historic [-----] mark. πŸš€ Futures for the Dow S&P [---] and Nasdaq all pointed higher reflecting strong bullish sentiment following last weeks rebound. πŸ”„ After a period of heightened volatility investors are increasingly confident that the rally has legs with strength spreading beyond tech into broader sectors. 🟒 Overall market tone remains constructive as traders position for further upside following the Dows milestone breakout. πŸš€πŸš€ LFG Tomorrow πŸš€πŸš€"  
[X Link](https://x.com/mudirshin/status/2020692156290146765)  2026-02-09T02:52Z [---] followers, [---] engagements


"$CIFR ahead of earnings time to reclaim $20+ πŸš€"  
[X Link](https://x.com/mudirshin/status/2020855651073728889)  2026-02-09T13:41Z [---] followers, [---] engagements


"@APompliano Wishing the best for $BRR. Lets go"  
[X Link](https://x.com/mudirshin/status/2020856552790347852)  2026-02-09T13:45Z [---] followers, [---] engagements


"@ACInvestorBlog $BMNR looks set to get back to around $60 where it was before"  
[X Link](https://x.com/mudirshin/status/2020857076189188417)  2026-02-09T13:47Z [---] followers, [---] engagements


"@APompliano Rates must be cut further. $BRR 🀝 $OPEN to the moon πŸš€"  
[X Link](https://x.com/mudirshin/status/2020859142508863505)  2026-02-09T13:55Z [---] followers, [---] engagements


"$ASST is volatile and moves with $BTC but I believe itll get back to its previous levels soon"  
[X Link](https://x.com/mudirshin/status/2020860025275633804)  2026-02-09T13:59Z [---] followers, [---] engagements


"Morgan Stanley has launched coverage of $CIFR assigning an Overweight rating and setting a $38 price target. https://twitter.com/i/web/status/2020864251401789772 https://twitter.com/i/web/status/2020864251401789772"  
[X Link](https://x.com/mudirshin/status/2020864251401789772)  2026-02-09T14:15Z [---] followers, [---] engagements


"$IREN: Buy ratings reaffirmed Street PT $75$80 87% upside from current levels. πŸš€ https://www.tipranks.com/news/blurbs/analysts-offer-insights-on-financial-companies-tradeweb-markets-tw-and-iren-iren-blurbsutm_source=webullapp.com&utm_medium=referral https://www.tipranks.com/news/blurbs/analysts-offer-insights-on-financial-companies-tradeweb-markets-tw-and-iren-iren-blurbsutm_source=webullapp.com&utm_medium=referral"  
[X Link](https://x.com/mudirshin/status/2020864980657094794)  2026-02-09T14:18Z [---] followers, [---] engagements


"Tom Lee-backed $BMNR Immersion just bought $82M worth of ETH doubling down on its Ethereum treasury strategy. πŸš€ https://finance.yahoo.com/news/tom-lee-bitmine-immersion-buys-095552741.html https://finance.yahoo.com/news/tom-lee-bitmine-immersion-buys-095552741.html"  
[X Link](https://x.com/mudirshin/status/2020869462501540194)  2026-02-09T14:36Z [---] followers, [--] engagements


"$CIFR reacting to Morgan Stanley +6% πŸš€ Morgan Stanley has launched coverage of $CIFR assigning an Overweight rating and setting a $38 price target. https://t.co/hHjElavwp1 Morgan Stanley has launched coverage of $CIFR assigning an Overweight rating and setting a $38 price target. https://t.co/hHjElavwp1"  
[X Link](https://x.com/mudirshin/status/2020870735779041486)  2026-02-09T14:41Z [---] followers, [---] engagements


"@KobeissiLetter Credit card rates need to fall further as the Fed cuts rates"  
[X Link](https://x.com/mudirshin/status/2020871350672322932)  2026-02-09T14:44Z [---] followers, [---] engagements


"@fundstrat @BitMNR $BMNR looks set to recover back toward $60 soon"  
[X Link](https://x.com/mudirshin/status/2020872870813929598)  2026-02-09T14:50Z [---] followers, [---] engagements


"Whats going on with $CIFR Feels like a big move is coming. Sub-$20 might be gone after earnings"  
[X Link](https://x.com/mudirshin/status/2020877200577253823)  2026-02-09T15:07Z [---] followers, [---] engagements


"@edge_of_power $CIFR above $16 already πŸš€"  
[X Link](https://x.com/mudirshin/status/2020878666805240257)  2026-02-09T15:13Z [---] followers, [--] engagements


"@AIStockSavvy $CIFR reacting to Morgan Stanley already above $16 πŸš€"  
[X Link](https://x.com/mudirshin/status/2020879025619480714)  2026-02-09T15:14Z [---] followers, [---] engagements


"@Kalshi Who says AI has turned into a bubble It hasnt even started yet"  
[X Link](https://x.com/mudirshin/status/2020879331686264835)  2026-02-09T15:15Z [---] followers, [--] engagements


"$IREN is catching up to $CIFR s move. LFG πŸš€"  
[X Link](https://x.com/mudirshin/status/2020879922818887990)  2026-02-09T15:18Z [---] followers, [---] engagements


"@CapitanSteveo Let me add $BITF to my watchlist"  
[X Link](https://x.com/mudirshin/status/2020880766024954323)  2026-02-09T15:21Z [---] followers, [---] engagements


"@WhiteHouse Rates need to come down much further to revive the housing market"  
[X Link](https://x.com/mudirshin/status/2020887579197911219)  2026-02-09T15:48Z [---] followers, [---] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing

@mudirshin Avatar @mudirshin Mudirshin

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

Engagements: [------] #

Engagements Line Chart

  • [--] Week [-------] +233%
  • [--] Month [-------] +5,091%

Mentions: [--] #

Mentions Line Chart

Followers: [---] #

Followers Line Chart

  • [--] Week [---] +95%
  • [--] Month [---] +763%

CreatorRank: [-------] #

CreatorRank Line Chart

Social Influence

Social category influence stocks finance cryptocurrencies #7773 technology brands exchanges countries travel destinations social networks celebrities

Social topic influence $open #13, $cifr #32, $iren #105, ai, $asst, strong, bitcoin #2990, $btc #635, stocks #1643, in the

Top accounts mentioned or mentioned by @mikealfred @ericjackson @nejatian @thetechinvest @capitansteveo @rabois @mrneversell @donaldjdean @urbnsteezus @davo0820 @elsewherelv @nuggettrades @apompliano @morganb @canadakaz @midascabal @gmnwatch @kianejatian @kobeissiletter @acinvestorblog

Top assets mentioned Opendoor Technologies Inc Common Stock (OPEN) Cipher Mining Inc. Common Stock (CIFR) Iris Energy Limited (IREN) Asset Entities Inc. (ASST) Bitcoin (BTC) Morgan Stanley (MS) Microsoft Corp. (MSFT) Robinhood Markets, Inc. (HOOD) Carvana Co. (CVNA) BITMINE IMMERSION TECH (BMNR) Meta Platforms, Inc. (META) Metadium (META) Strategy (MSTR)

Top Social Posts

Top posts by engagements in the last [--] hours

"πŸ“Œ US Inflation: Key Takeaways from the Latest PCE Data Ahead of the Fed Meeting βœ“ PCE and core PCE are both running at 2.8% YoY still above the Feds 2% goal. Services inflation (supercore) is stuck around 3.3% driven by healthcare housing travel dining and financial services. Goods inflation has cooled but services remain the Feds last-mile challenge. β˜… Markets already expect a rate cut on Dec. [--] but the real focus is the internal Fed debate. November CPI on Dec [--] will shape expectations for the [----] rate-cut cycle. βœ“ Keep an eye on bond yields and rate-cut odds the markets real-time read"
X Link 2025-12-05T19:28Z [--] followers, [--] engagements

"$ASST closed up over 9% and @mikealfred recently set a $25 price target"
X Link 2025-12-08T21:03Z [--] followers, [----] engagements

"Picked up $ASST at $1.275. Conviction is high with @mikealfred LFG πŸš€"
X Link 2025-12-08T22:10Z [--] followers, [---] engagements

"$CIFR reclaiming $20 today is critical. In at $6.07 now up 220%+. With @ericjackson & @mikealfred a confirmed rate cut tomorrow could fuel a run to $25 before year-end. LFG πŸ”₯ #CIFR #BTCMiners #HighConviction #BullRun #TradingLife #YearEndRally #LFG"
X Link 2025-12-09T17:19Z [--] followers, [---] engagements

"$ASST cooled off from midday but still closed +3.57% at $1.02. All eyes on tomorrows [--] PM ET rate decision a confirmed cut could ignite the Santa rally. LFG πŸ”₯ #ASST #RateCuts #SantaRally #MicroCaps #Bullish #Markets #LFG $ASST up again today (+4% at midday) after yesterdays +9%. Two straight green days. With tomorrows rate cut decision a Christmas rally could be just getting started. LFG πŸ”₯ https://t.co/aADNS3ifOs $ASST up again today (+4% at midday) after yesterdays +9%. Two straight green days. With tomorrows rate cut decision a Christmas rally could be just getting started. LFG πŸ”₯"
X Link 2025-12-09T21:04Z [--] followers, [---] engagements

"πŸš€ $OPEN surged nearly 50% after bullish comments from prominent investor @ericjackson at EMJ Capital reignited retail enthusiasm. The stock is now up over 300% YTD fueled by sentiment short-squeeze momentum and renewed housing-market optimism. Source: Yahoo Finance #OPEN #Opendoor #Stocks #ShortSqueeze #MemeStocks #HousingMarket #EMJCapital #WallStreet #Investing #StockMarket https://finance.yahoo.com/news/opendoor-investor-sparks-near-50-150317268.html https://finance.yahoo.com/news/opendoor-investor-sparks-near-50-150317268.html"
X Link 2025-12-10T16:16Z [--] followers, [--] engagements

"Like many of you Im also an Opendoor shareholder. I would love to see $OPEN reach $82 $200 $500 as the housing market strengthens.(@ericjackson) But yesterday Fed Chair Jerome Powell said the Fed has very limited tools to stimulate the housing market. From what Ive researched the biggest issue appears to be a severe housing supply shortage. So whats causing the shortage Here are the key factors: [--] 🏑 Zoning restrictions Most areas only allow single-family homes multi-family housing and apartments are legally restricted. [--] 🚫🏘 NIMBY opposition Concerns like lower home values or increased"
X Link 2025-12-11T19:36Z [--] followers, [---] engagements

"@mikealfred has purchased another [-----] shares of $ASST. LFG πŸš€πŸš€πŸš€ I have purchased another [-----] shares of ASST at .927. Now holding just over 2.3M shares. My attention span is longer than a kid analyst. See you at $200000+ Bitcoin. https://t.co/qFd5IhwMVM I have purchased another [-----] shares of ASST at .927. Now holding just over 2.3M shares. My attention span is longer than a kid analyst. See you at $200000+ Bitcoin. https://t.co/qFd5IhwMVM"
X Link 2025-12-11T21:09Z [--] followers, [---] engagements

"As an $ASST shareholder I believe its important to understand what kind of company ASST actually is before investing. $ASST (Asset Entities Inc.) is a NASDAQ-listed micro-cap that has recently drawn attention due to a major narrative shift. So what exactly is $ASST Here are the key points πŸ‘‡ [--] πŸ’» Digital community origins Originally focused on online investment communities and content across Discord TikTok and social platforms. [--] πŸ”„ Strategic pivot via merger Recently merged with Strive Asset Management shifting toward a Bitcoin-focused treasury strategy. [--] BTC treasury narrative Positioning"
X Link 2025-12-12T14:08Z [--] followers, [--] engagements

"Santa Rally begins next week. Fasten your seatbelts and lets ride into a happy year-end. πŸŽ…πŸš€ At Goldman and Citadel Securities the Santa Rally Has Believers https://finance.yahoo.com/news/goldman-citadel-securities-santa-rally-103000842.htmlsoc_src=social-sh&soc_trk=tw&tsrc=twtr https://finance.yahoo.com/news/goldman-citadel-securities-santa-rally-103000842.htmlsoc_src=social-sh&soc_trk=tw&tsrc=twtr https://finance.yahoo.com/news/goldman-citadel-securities-santa-rally-103000842.htmlsoc_src=social-sh&soc_trk=tw&tsrc=twtr"
X Link 2025-12-19T13:46Z [--] followers, [--] engagements

"$OPEN s CEO @CanadaKaz on Cash+ rollout: [-----] new ZIP codes live today. [----] more coming before year-end. UX improvements also planned before year-end. Quiet execution heading into year-end. So close. #OPEN #RISINGDYNASTY As of today Opendoor's fastest growing product (Cash +) is available in [-----] additional zip codes in the US. We think we can launch it in another [----] zip codes before the end of the year and to significantly improve our UX before the end of the year also. So close. As of today Opendoor's fastest growing product (Cash +) is available in [-----] additional zip codes in the"
X Link 2025-12-19T14:39Z [--] followers, [--] engagements

"AI isnt a bubble its day one. Long-term holders eat. LFG πŸš€πŸš€ #OPEN #CIFR #IREN Stock market today: Dow S&P [---] Nasdaq rise with Wall Street set to wrap up latest volatile week https://finance.yahoo.com/news/live/stock-market-today-dow-sp-500-nasdaq-rise-with-wall-street-set-to-wrap-up-latest-volatile-week-231719825.htmlsoc_src=social-sh&soc_trk=tw&tsrc=twtr https://finance.yahoo.com/news/live/stock-market-today-dow-sp-500-nasdaq-rise-with-wall-street-set-to-wrap-up-latest-volatile-week-231719825.htmlsoc_src=social-sh&soc_trk=tw&tsrc=twtr"
X Link 2025-12-19T16:17Z [--] followers, [--] engagements

"Wall Street: Not a Bubble Stocks Still Have Room to Run [--] Not a bubble Wall Street says this rally is driven by earnings growth not speculation. [--] Highs not overheated Even near record levels valuations look reasonable vs. profits. https://finance.yahoo.com/news/i-dont-see-a-bubble-why-wall-street-thinks-the-stock-market-can-keep-climbing-even-as-ai-anxiety-grows-140025569.html https://finance.yahoo.com/news/i-dont-see-a-bubble-why-wall-street-thinks-the-stock-market-can-keep-climbing-even-as-ai-anxiety-grows-140025569.html"
X Link 2025-12-28T17:56Z [--] followers, [--] engagements

"@midascabal $OPEN should be added"
X Link 2026-01-04T12:40Z [--] followers, [---] engagements

"@TheTechInvest $IREN over $45 now up nearly 6%. Momentum is building. It's going to hit $60 within Jan LFG"
X Link 2026-01-05T13:14Z [--] followers, [----] engagements

"$CIFR breaks above $17 momentum kicking in. LFG πŸš€ #Risingdynasty #OPEN #CIFR #IREN #ASST #BTQ"
X Link 2026-01-05T14:40Z [--] followers, [--] engagements

"$IREN pushing toward $47 now up over 9%. Momentum is real. πŸ“ˆ #Risingdynasty #OPEN #CIFR #IREN #ASST #BTQ"
X Link 2026-01-05T15:43Z [--] followers, [--] engagements

"@mikealfred $CIFR and $IREN moving fast. LFG πŸš€"
X Link 2026-01-05T15:47Z [--] followers, [---] engagements

"@mikealfred These stocks are going to make me very rich: $CIFR $IREN $OPEN πŸš€"
X Link 2026-01-05T16:24Z [--] followers, [---] engagements

"$OPEN is going to hit $10 soon"
X Link 2026-01-06T20:05Z [--] followers, [---] engagements

"@CanadaKaz @rabois @ericjackson @GMN_watch @8bitsteveo @midascabal I havent seen many people clearly explain the recent news about President Trumps plan to ban institutional investors from buying single-family homes so I decided to write this myself. It may be far from perfect but I hope this can be helpful to long-term $Open investors. 1) Policy Shift Favors Opendoors Business Model - President Trump announced plans to ban institutional investors from buying single-family homes aiming to curb large corporate ownership. This caused stocks of traditional institutional investors like Blackstone"
X Link 2026-01-07T21:12Z [--] followers, [---] engagements

"Overnight [----] 14% up. Hoping tomorrows tariff decision gets settled smoothly and todays Trump mortgage bond buying effect turns into a catalyst for a big $OPEN breakout tomorrow. πŸš€ @ericjackson @CanadaKaz @rabois @kianejatian"
X Link 2026-01-09T01:34Z [--] followers, [---] engagements

"U.S. CPI Dec [--] rose 2.7% YoY with core CPI +2.6% signaling inflation remains above the Feds 2% goal despite some easing. #Inflation #CPI #Economy https://finance.yahoo.com/news/live/stock-market-today-dow-sp-500-nasdaq-futures-lean-lower-after-jpmorgan-earnings-as-cpi-inflation-looms-234952159.html https://finance.yahoo.com/news/live/stock-market-today-dow-sp-500-nasdaq-futures-lean-lower-after-jpmorgan-earnings-as-cpi-inflation-looms-234952159.html"
X Link 2026-01-13T13:39Z [--] followers, [---] engagements

"πŸ“Š $OPEN Performance Dashboard Quantitative Summary (Source: πŸ”Ή Weekly Acquisition Contracts Latest weekly contracts: [------] contracts Prior week estimate: [------] contracts Week-over-week growth: +78% (explicitly shown on dashboard) Recent range over last [--] months: [---] [---] contracts Current level is 8590% of recent peak (300) πŸ”Ή Short-Term Trend (Sep [----] Jan 2026) Sep [----] baseline: [-----] contracts/week Peak spike: [---] contracts/week Pullback low: [---] contracts/week Latest reading: 260+ contracts/week Net increase vs Sep baseline: +150% to +180% πŸ”Ή Cumulative / Long-Term Performance (Top"
X Link 2026-01-14T00:41Z [--] followers, [---] engagements

"@TheTechInvest $IREN will hit $60 in Jan and $80 in Feb for sure"
X Link 2026-01-15T11:47Z [--] followers, [---] engagements

"Mortgage rates dip to 6.06% lowest in [--] years after $200B Trump-led mortgage bond buys. Down from 6.16% last week & 7.04% a year ago. Move aims to reduce home-borrowing costs. $OPEN will hit $10 soon and $40 at least within [----] LFG https://finance.yahoo.com/news/mortgage-rates-hit-3-year-low-after-trumps-bond-buying-announcement-170734277.html https://finance.yahoo.com/news/mortgage-rates-hit-3-year-low-after-trumps-bond-buying-announcement-170734277.html"
X Link 2026-01-15T20:38Z [--] followers, [---] engagements

"@Nugget_Trades Mortgage rates hit 6.06% (3-yr low) after $200B bond buys. From 7.04% YoY 6.06% now. Housing tailwinds are building. LFG"
X Link 2026-01-15T20:50Z [--] followers, [---] engagements

"AI is driving unprecedented demand for compute and execution is the real bottleneck. $IREN is delivering. 1000+ site team at Childress. Data halls rising across Horizons [--]. Electrical mechanical generators UPS all progressing on schedule. And yes this is for Microsoft. No vapor. No promises. Real contracts. Real data centers. Real momentum. Im confident: πŸ‘‰ $60+ in January πŸ‘‰ $80 in February Execution is the differentiator and $IREN has it. πŸš€βš‘ AI is driving unprecedented demand for compute. The ability to rapidly design and construct data centers at scale is the critical bottleneck. $IREN s"
X Link 2026-01-16T00:51Z [--] followers, [---] engagements

"@TheTechInvest $OPEN should be added"
X Link 2026-01-17T11:53Z [--] followers, [----] engagements

"Im planning a vacation later this year and would really appreciate your help. Which would you recommend: Yellowstone the Grand Canyon or Banff Yellowstone The Grand Canyon Banff Yellowstone The Grand Canyon Banff"
X Link 2026-01-19T12:57Z [--] followers, [--] engagements

"@TheTechInvest Totally agree with you. Buy the dip"
X Link 2026-01-20T11:54Z [--] followers, [---] engagements

"Buy the dip Added [-----] shares of $ASST at $0.79 LFG"
X Link 2026-01-26T18:57Z [--] followers, [---] engagements

"$BTC recovered $88000 and is gearing up for another leg higher. $ASST may be next to soar"
X Link 2026-01-27T16:13Z [--] followers, [---] engagements

"@mikealfred Instead of buying silver I added [-----] shares of $ASST"
X Link 2026-01-26T19:12Z [--] followers, [----] engagements

"@mikealfred I am totally with you. I will hold $OPEN untill it hits $400 like $CVNA"
X Link 2026-01-27T16:25Z [--] followers, 10.2K engagements

"@TheTechInvest Earnings call expected on 2/5. Deals are inevitable"
X Link 2026-01-27T16:36Z [--] followers, [---] engagements

"πŸ“ˆ Unstoppable Opendoor ( $OPEN) Surges 264% in [----] Opendoor ( $OPEN) delivered a remarkable comeback in [----] soaring 264% and emerging as one of the markets strongest turnaround stories. The rally reflects more than short-term trading momentum. Investors are increasingly recognizing πŸ‘‰ improved cost discipline πŸ‘‰ stronger risk management and πŸ‘‰ AI-driven pricing and operational efficiency signaling a meaningful transformation of the business. With expectations building for a more favorable interest-rate environment Opendoor is once again viewed as a prime beneficiary of a housing market"
X Link 2026-01-27T17:01Z [--] followers, [---] engagements

"@mikealfred I bought the dip yesterday I believe $ASST will make its move soon"
X Link 2026-01-27T19:07Z [--] followers, [----] engagements

"@TheTechInvest @VickiCPAPartner Looks like $CIFR is catching up to $IREN"
X Link 2026-01-28T13:12Z [--] followers, [---] engagements

"@mikealfred Exactly. This is a real turnaround not a spreadsheet story. New leadership cleaner balance sheet and a clear path to profitability. After the earnings call I dont see sub-$6 prices anymore"
X Link 2026-01-28T14:01Z [--] followers, [----] engagements

"$CIFR just broke $17"
X Link 2026-01-28T14:35Z [--] followers, [---] engagements

"I discovered $CIFR through @ericjackson and following @mikealfred since then has only strengthened my conviction. Im holding this long term and will continue tracking the story closely while staying invested. CIFR is headed to $42-$55 this year and there is literally nothing they can do to stop it. Its pre-programmed. CIFR is headed to $42-$55 this year and there is literally nothing they can do to stop it. Its pre-programmed"
X Link 2026-01-28T14:45Z [--] followers, [---] engagements

"@mikealfred Mike Im nowhere near your level but heres my proof holding [-----] shares of $OPEN. LFG"
X Link 2026-01-28T17:00Z [--] followers, [----] engagements

"@CapitanSteveo I feel pretty confident $OPEN will be above $20 after Q1"
X Link 2026-01-28T19:45Z [--] followers, [---] engagements

"@TheTechInvest $IREN is going to hit $80 after the earnings call"
X Link 2026-01-28T19:52Z [--] followers, [---] engagements

"@mikealfred I bought the dip two days ago. LFG"
X Link 2026-01-28T22:14Z [--] followers, [----] engagements

"πŸ“Œ Microsoft ( $MSFT) 1/28 Earnings Call Key Takeaways Revenue $81.3B (+17% YoY); Microsoft Cloud $51.5B (+26%) first time above $50B Cloud and AI businesses reaffirmed as the primary growth drivers AI adoption remains early; management sees a massive long-term TAM Microsoft Cloud positioned as a cloud + AI platform CapEx hit a record $37.5B largely driven by AI infrastructure (GPUs compute data centers) Management expects elevated CapEx to continue to stay ahead of AI demand Azure growth remains strong though margins face near-term pressure from AI costs AI investments are already converting"
X Link 2026-01-29T13:47Z [--] followers, [---] engagements

"Microsoft( $MSFT)s stock is down in the premarket as the market remains concerned about the scale and timing of its AI investments. However I see this differently. Microsoft already has a data center agreement with $IREN and increased AI spending could reasonably translate into additional infrastructure contracts with $IREN. AI investment expansion directly increases demand for data centers power and compute capacity. $IREN is already an existing infrastructure partner not a speculative future option. Scaling AI workloads requires long-term reliable electricity exactly what IREN is built to"
X Link 2026-01-29T13:56Z [--] followers, [---] engagements

"πŸ“Œ Meta Platforms ( $META ) 1/28 Earnings Call Key Takeaways Revenue $59.9B (+24% YoY) beating expectations on strong ad demand EPS $8.88 well above consensus estimates Operating income $24.8B operating margin 41% reflecting strong cost discipline Net income $22.8B (+9% YoY) Family of Apps daily active users reached 3.6B with solid engagement growth Advertising revenue remained the primary growth driver across Facebook and Instagram AI is already improving ad targeting recommendations and monetization efficiency [----] CapEx guidance raised sharply to $115B$135B focused on AI and data center"
X Link 2026-01-29T14:21Z [--] followers, [---] engagements

"Whos telling us that AI has turned into a bubble #Risingdynasty #OPEN #CIFR #IREN #ASST #BTQ πŸ“Œ Meta Platforms ( $META ) 1/28 Earnings Call Key Takeaways Revenue $59.9B (+24% YoY) beating expectations on strong ad demand EPS $8.88 well above consensus estimates Operating income $24.8B operating margin 41% reflecting strong cost discipline Net income πŸ“Œ Meta Platforms ( $META ) 1/28 Earnings Call Key Takeaways Revenue $59.9B (+24% YoY) beating expectations on strong ad demand EPS $8.88 well above consensus estimates Operating income $24.8B operating margin 41% reflecting strong cost discipline"
X Link 2026-01-29T14:23Z [--] followers, [---] engagements

"πŸ“Œ Samsung Electronics & SK Hynix Earnings on the Same Day Samsung Electronics and SK Hynix are set to report earnings on the same day drawing heightened market attention The timing comes amid a strong rebound in the memory market driven by AI and data-center demand Investors are closely watching results to gauge leadership in HBM (high-bandwidth memory) a key component for AI servers SK Hynix is currently viewed as a leader in HBM supply while Samsung is pushing to close the gap Rising memory prices and tight supply are expected to support improved profitability for both companies The dual"
X Link 2026-01-29T14:45Z [--] followers, [--] engagements

"πŸ“Œ Microsoft ( $MSFT) 1/28 Earnings Call Key Takeaways Revenue $81.3B (+17% YoY); Microsoft Cloud $51.5B (+26%) first time above $50B Cloud and AI businesses reaffirmed as the primary growth drivers AI adoption remains early; management sees a massive long-term TAM Microsoft Cloud positioned as a cloud + AI platform CapEx hit a record $37.5B largely driven by AI infrastructure (GPUs compute data centers) Management expects elevated CapEx to continue to stay ahead of AI demand Azure growth remains strong though margins face near-term pressure from AI costs AI investments are already converting"
X Link 2026-01-29T14:58Z [--] followers, [----] engagements

"$ASST down 4.5%. Time to buy the dip"
X Link 2026-01-29T16:07Z [--] followers, [----] engagements

"$CIFR down 11%. I think it bounces back soon"
X Link 2026-01-29T16:10Z [--] followers, [----] engagements

"How does it make sense that the market is down just because $MSFT is falling on fears around AI spending AI expansion isnt a bubble its the future. https://finance.yahoo.com/news/live/stock-market-today-dow-sp-500-nasdaq-sink-as-microsofts-post-earnings-plunge-drags-tech-down-143615790.html https://finance.yahoo.com/news/live/stock-market-today-dow-sp-500-nasdaq-sink-as-microsofts-post-earnings-plunge-drags-tech-down-143615790.html"
X Link 2026-01-29T16:35Z [--] followers, [---] engagements

"Vanguards $OPEN position over time tells the story. Steady accumulation through cycles and now a sharp increase to 110.9M shares (11.6%). Long-term conviction doesnt get much clearer than this. Source: https://fintel.io/so/us/open/vanguard-group Vanguard increased its $OPEN position from 66.4M shares to 110.9M shares a 67% increase now owning 11.6% of the company. Long-term institutions dont do this without conviction. https://t.co/IlyDKAXksX https://fintel.io/so/us/open/vanguard-group Vanguard increased its $OPEN position from 66.4M shares to 110.9M shares a 67% increase now owning 11.6% of"
X Link 2026-01-29T19:26Z [--] followers, [---] engagements

"@GMN_watch @ericjackson @CapitanSteveo Planning to buy $SRXH soon after I finish rebalancing my portfolio"
X Link 2026-01-29T20:08Z [--] followers, [---] engagements

"@mikealfred President Trump and Senate Democrats have reached a tentative deal to avert a government shutdown buying time for further budget negotiations. https://finance.yahoo.com/news/trump-democrats-strike-tentative-deal-235255449.html https://finance.yahoo.com/news/trump-democrats-strike-tentative-deal-235255449.html"
X Link 2026-01-30T00:38Z [--] followers, [---] engagements

"@mikealfred Rates will be cut further and $ASST $IREN $CIFR and $OPEN should benefit. https://finance.yahoo.com/news/trump-says-hell-announce-fed-chair-nominee-on-friday-morning-as-kevin-warshs-odds-soar-010347156.html https://finance.yahoo.com/news/trump-says-hell-announce-fed-chair-nominee-on-friday-morning-as-kevin-warshs-odds-soar-010347156.html"
X Link 2026-01-30T01:06Z [--] followers, [----] engagements

"$OPEN will host its 4Q25 Financial Open House on Feb [--] sharing full-year and Q4 results. All eyes on execution margins and the path forward. https://investor.opendoor.com/news-releases/news-release-details/opendoor-4q25-financial-open-house-opendoor-report-fourth https://investor.opendoor.com/news-releases/news-release-details/opendoor-4q25-financial-open-house-opendoor-report-fourth"
X Link 2026-01-30T16:32Z [--] followers, [---] engagements

"I dont think well see $5 or $6 anymore. After the earnings call hoping we make a real run toward $10 this time. LFG $OPEN $OPEN will host its 4Q25 Financial Open House on Feb [--] sharing full-year and Q4 results. All eyes on execution margins and the path forward. https://t.co/M2S4OFoHrq $OPEN will host its 4Q25 Financial Open House on Feb [--] sharing full-year and Q4 results. All eyes on execution margins and the path forward. https://t.co/M2S4OFoHrq"
X Link 2026-01-30T16:37Z [--] followers, [---] engagements

"@GMN_watch @AverageOpsimath Goldman Sachs reduction in $OPEN looks more like a short-term position adjustment than a negative view on the companys long-term fundamentals. Vanguard has been increasing its stake and Goldman Sachs can always come back nothing to be overly concerned about I guess"
X Link 2026-01-30T22:39Z [--] followers, [---] engagements

"@KobeissiLetter Who says AI is a bubble It makes no sense to me that tech stocks are selling off because AI investment is increasing. AI is still in its early stages and investment should continue"
X Link 2026-01-30T23:58Z [--] followers, [----] engagements

"@mintnoru @KobeissiLetter Ah right. No revenue means no investment. Got it"
X Link 2026-01-31T00:29Z [--] followers, [---] engagements

"@mikealfred Buy the dip"
X Link 2026-01-31T15:29Z [--] followers, [---] engagements

"$OPEN $IREN $CIFR $ASST $BTQ I dont see Kevin Warsh as someone who is negative on Bitcoin. I dont want to panic prematurely or scare myself for no reason. There is no clear signal of an economic recession at this point. My thesis has always been simple: buy the dip. With that in mind Im sharing an article where Kevin Warsh previously discussed Bitcoin in a notably calm and constructive way. πŸ”Ή Key Takeaways (Summary of the Article) Kevin Warsh stated that Bitcoin does not make him nervous signaling that he does not view it as a systemic threat. He sees Bitcoin more as a market signal and"
X Link 2026-01-31T21:25Z [--] followers, [---] engagements

"@ericjackson It seems that Bitcoin sold off largely due to concerns around Kevin Warsh as a potential Fed Chair nominee. However I encourage you to read the article below carefully and reassess the situation with conviction rather than reacting emotionally. https://finance.yahoo.com/news/fed-chair-nominee-warsh-views-150459398.html https://finance.yahoo.com/news/fed-chair-nominee-warsh-views-150459398.html"
X Link 2026-01-31T23:43Z [--] followers, [----] engagements

"@APompliano For $OPEN to truly take off mortgage rates need to fall below 6%. Rate cuts arent optional theyre necessary"
X Link 2026-01-27T14:54Z [--] followers, [----] engagements

"@VikingChick99 @APompliano I agree that rates ultimately need to fall to around 3.75%. However once mortgage rates drop below 6% I believe people will start paying attention again and real estate transaction activity will become much more active"
X Link 2026-01-27T15:32Z [--] followers, [--] engagements

"It seems many people are still unclear about what kind of company $SRXH is and whether it has real investment potential. So Ive put together a brief summary highlighting only the key points. SRx Health Solutions ( $SRXH) is a publicly listed company undergoing a strategic repositioning designed to serve as a scalable platform for next-generation capital and digital asset strategies. [--]. Public Market Platform SRXH is listed on NYSE American providing an established public-market structure that enables speed visibility and flexibility for strategic transformation and capital allocation. 2."
X Link 2026-01-27T15:39Z [--] followers, [---] engagements

"$IREN has broken through $57 and is pushing toward $58. Is it giving us a hint of good news ahead of the earnings call Lets trust it and go. πŸš€"
X Link 2026-01-27T16:44Z [--] followers, [---] engagements

"@ericjackson I found $OPEN through @ericjackson. Insee a Carvana-style growth story here and plan to hold all the way to $400. Thank you @ericjackson"
X Link 2026-01-28T18:21Z [--] followers, 10.7K engagements

"$OPEN is down nearly 3% but Im not concerned. I expect the earnings call at the end of February to be a meaningful catalyst for the stock"
X Link 2026-01-29T16:17Z [--] followers, [---] engagements

"According to a recent Seeking Alpha article $IREN has up to 88% upside potential driven by the rapid scaling of its AI infrastructure business. The thesis is that as AI-related revenue grows toward $34B in ARR $IREN could be re-rated from a bitcoin miner to a high-growth AI infrastructure play. https://seekingalpha.com/article/4861410-iren-88-percent-upside-potential-as-ai-revenue-scales-toward-3-4-billion-arrutm_source=chatgpt.com https://seekingalpha.com/article/4861410-iren-88-percent-upside-potential-as-ai-revenue-scales-toward-3-4-billion-arrutm_source=chatgpt.com"
X Link 2026-01-29T19:55Z [--] followers, [---] engagements

"Look at the close someone is clearly accumulating. Whether its institutions or big money. $ASST"
X Link 2026-01-30T21:02Z [--] followers, [----] engagements

"I feel that many retail investors are misunderstanding Kevin Warsh so I wanted to organize my thoughts. Personally I am confident that he would not run the Federal Reserve from an aggressively hawkish stance. His core philosophy is that when the economy stands at a critical crossroadswhether it is heading into a downturn or notthe Fed should play only a limited and disciplined role focusing narrowly on price stability and interest-rate adjustments. In his view broader policy decisions and economic stimulus should primarily be the responsibility of the Treasury not the Fed. He has consistently"
X Link 2026-02-02T14:02Z [--] followers, [--] engagements

"@TheTechInvest $CIFR should be included"
X Link 2026-02-02T14:29Z [--] followers, [---] engagements

"$IREN reports earnings on Thursday February [--]. After the earnings call I dont think well see IREN below $60 again. The short-term volatility may be tough but lets hold through it and enjoy the earnings. LFG"
X Link 2026-02-02T14:53Z [---] followers, [---] engagements

"@TheTechInvest The earnings call on Feb [--] will be a turning point"
X Link 2026-02-02T15:51Z [--] followers, [---] engagements

"Mortgage rates staying below 6% help unlock housing transactions. As volumes recover Opendoors model has strong operating leverage. Housing recovery is a matter of when not if and thats upside for $OPEN. https://finance.yahoo.com/personal-finance/mortgages/article/below-6-since-november-mortgage-lenders-with-the-best-rates-this-week-feb-2-2026-170834401.html https://finance.yahoo.com/personal-finance/mortgages/article/below-6-since-november-mortgage-lenders-with-the-best-rates-this-week-feb-2-2026-170834401.html"
X Link 2026-02-02T17:08Z [--] followers, [---] engagements

"@ericjackson $IREN will close in the green by the end of the day"
X Link 2026-02-02T17:40Z [--] followers, [---] engagements

"@mikealfred I knew it would bounce"
X Link 2026-02-02T17:42Z [--] followers, [---] engagements

"$IREN and $CIFR both in the green. LFGπŸš€ πŸ“Œ CIFR vs IREN Bitcoin Miners Leading the AI Infrastructure Shift Cipher Mining ( $CIFR) and IREN Limited ( $IREN) are no longer viewed as simple Bitcoin mining stocks; they are increasingly gaining attention for their expansion into AI infrastructure. Both companies πŸ“Œ CIFR vs IREN Bitcoin Miners Leading the AI Infrastructure Shift Cipher Mining ( $CIFR) and IREN Limited ( $IREN) are no longer viewed as simple Bitcoin mining stocks; they are increasingly gaining attention for their expansion into AI infrastructure. Both companies"
X Link 2026-02-02T17:45Z [--] followers, [---] engagements

"@pappygist The earnings call on Feb [--] will resolve everything we won't see $5 any moreThe earnings call on Feb [--] should clear things up. I dont think well see $5 again after that"
X Link 2026-02-02T17:54Z [--] followers, [---] engagements

"Mortgage rates are holding steady near 6% under a cautious Fed. A Kevin Warshled Fed could shift policy toward normalization faster opening the door to rate cuts once inflation is under control. $OPEN should benefit https://finance.yahoo.com/personal-finance/mortgages/article/when-will-mortgage-rates-go-down-considerations-as-rates-hold-steady-190610898.html https://finance.yahoo.com/personal-finance/mortgages/article/when-will-mortgage-rates-go-down-considerations-as-rates-hold-steady-190610898.html"
X Link 2026-02-02T18:20Z [--] followers, [--] engagements

"@TheTechInvest Please add $CIFR"
X Link 2026-02-02T20:13Z [--] followers, [---] engagements

"@donaldjdean Buy the dip. It works over time. $IREN"
X Link 2026-02-02T21:49Z [--] followers, [---] engagements

"πŸ€”Who says AI has turned into a bubble πŸš€Palantir Technologies Q4 Earnings Key Takeaways [--]. Palantir beat Wall Street expectations in Q4 on both revenue and earnings. [--]. Revenue came in at approximately $1.41B exceeding analysts estimates of around $1.34B. [--]. Adjusted EPS was $0.25 above the consensus estimate of $0.23. [--]. Strong growth in U.S. commercial sales was the main driver showing accelerating adoption among U.S. businesses. [--]. The company highlighted continued momentum in its AI-driven platforms especially within the commercial sector. [--]. Forward guidance was also strong with"
X Link 2026-02-02T23:20Z [--] followers, [--] engagements

"@CapitanSteveo When even longtime bears stop shorting it usually signals a bottom. $OPEN"
X Link 2026-02-02T23:27Z [--] followers, [---] engagements

"Worth sharing even long-time skeptics are acknowledging the progress driven by $OPENs management. @nejatian @ericjackson i would NOT be short $OPEN for the long haul good management will do the trick i would NOT be short $OPEN for the long haul good management will do the trick"
X Link 2026-02-02T23:41Z [--] followers, [---] engagements

"πŸͺ™ Gold rebounds clawing back part of the losses after a sharp sell-off Gold prices rebounded after a dramatic drop recovering part of the recent losses. The sell-off followed gold hitting record highs triggering profit-taking and short-term pressure. Dip buyers stepped in as prices fell to more attractive levels. Market volatility shifting interest-rate expectations and U.S. dollar moves remain key drivers. Despite near-term swings gold continues to draw interest as a hedge amid macro uncertainty. https://twitter.com/i/web/status/2018674442788831307"
X Link 2026-02-03T13:14Z [--] followers, [--] engagements

"@ericjackson Im genuinely curious how Michael Burry views $PLTRs earnings call.😁😁"
X Link 2026-02-03T13:17Z [--] followers, [---] engagements

"πŸš€ $IREN is positioning itself as an AI cloud growth play through aggressive GPU and data center expansion. 🧠 AI cloud growth tailwind $IREN is aggressively expanding its GPU-based cloud business to meet rising AI workloads πŸ–₯ Massive GPU expansion plan GPUs expected to scale from [-----] today to [------] by the end of [----] πŸ— Data center infrastructure build-out AI-ready data centers under development in Texas and North Carolina πŸ’° Improving revenue visibility GPU expansion and early customer commitments support stronger AI cloud revenue outlook πŸ“Š Earnings catalyst ahead Upcoming earnings"
X Link 2026-02-03T13:36Z [--] followers, [---] engagements

"Im genuinely excited to see how much $IREN can move higher after the earnings call. LFG"
X Link 2026-02-03T13:37Z [--] followers, [---] engagements

"$ASST LFG Strive enters the top [--]. The mission advances but the work is far from done. $ASST https://t.co/sMfposTXW8 Strive enters the top [--]. The mission advances but the work is far from done. $ASST https://t.co/sMfposTXW8"
X Link 2026-02-03T13:45Z [--] followers, [---] engagements

"@arnold0xyz Fair point. Hashrate alone doesnt mean much. Power costs and efficiency decide whether scaling actually works and thats the part Im watching with CIFR. Timing matters"
X Link 2026-02-03T13:48Z [--] followers, [--] engagements

"Which one comes out on top $IREN or $CIFR I think both could benefit. https://tickeron.com/compare/CIFR-vs-IREN/ https://tickeron.com/compare/CIFR-vs-IREN/"
X Link 2026-02-03T14:16Z [--] followers, [---] engagements

"@mikealfred Agreed execution is everything. That said $CIFR looks better positioned on power costs and balance sheet discipline which should matter over time. Watching closely"
X Link 2026-02-03T14:36Z [--] followers, [----] engagements

"$IREN is trying to push above $55. Earnings call in two days. LFG.πŸš€"
X Link 2026-02-03T14:53Z [--] followers, [---] engagements

"$CIFR Early momentum confirmed now a pullback holding $16 support is the key"
X Link 2026-02-03T14:55Z [--] followers, [--] engagements

"@donaldjdean Earnings call cant come soon enough. $OPEN looks well positioned"
X Link 2026-02-03T15:37Z [--] followers, [---] engagements

"🩸BREAKING:πŸ› U.S. House Passes Funding Deal Only Trumps Signature Needed $OPEN $CIFR $IREN $ASST $BTQ The U.S. House has passed a federal funding agreement moving the government one step closer to ending the shutdown. The deal now requires only President Trumps signature to become law. If signed the agreement would remove government shutdown risk and restore funding continuity. The news helped ease market uncertainty as investors welcomed the reduction in political risk. Final implementation still depends on the timing of the presidents approval. $OPEN $CIFR $IREN"
X Link 2026-02-03T19:46Z [--] followers, [---] engagements

"Lets get this done. Time to put the government shutdown risk behind us"
X Link 2026-02-03T19:48Z [--] followers, [--] engagements

"$IREN back in the green.πŸš€"
X Link 2026-02-03T20:38Z [--] followers, [---] engagements

"$CIFR back in the green too"
X Link 2026-02-03T20:39Z [--] followers, [---] engagements

"$OPEN seems to be finding its footing again. I thought $5 might break but strong support has formed and I think its gearing up for another run toward $6"
X Link 2026-02-03T20:42Z [--] followers, [---] engagements

"@ericjackson Were climbing it together. Patience wins. $OPEN"
X Link 2026-02-03T22:02Z [--] followers, [---] engagements

"🩸BREAKING: Trump signs funding deal ending 4-day partial government shutdown https://finance.yahoo.com/news/trump-signs-funding-deal-ending-4-day-partial-government-shutdown-150730886.html https://finance.yahoo.com/news/trump-signs-funding-deal-ending-4-day-partial-government-shutdown-150730886.html https://finance.yahoo.com/news/trump-signs-funding-deal-ending-4-day-partial-government-shutdown-150730886.html https://finance.yahoo.com/news/trump-signs-funding-deal-ending-4-day-partial-government-shutdown-150730886.html"
X Link 2026-02-04T00:27Z [--] followers, [--] engagements

"$IREN s earnings call is tomorrow. Curious to hear the results and whether theres any update on potential hyperscaler contracts. Looking forward to it. $IREN will release its Q2 FY26 Results on Thursday February [--] [----] (Eastern Time). Conference call to be held at 5:00pm (Eastern Time). Register here: https://t.co/5GqmbLfeG9 $IREN will release its Q2 FY26 Results on Thursday February [--] [----] (Eastern Time). Conference call to be held at 5:00pm (Eastern Time). Register here: https://t.co/5GqmbLfeG9"
X Link 2026-02-04T14:00Z [--] followers, [---] engagements

"$OPEN Was the previous high around $10.07 Im expecting a recovery after the earnings call. LFG"
X Link 2026-02-04T14:13Z [--] followers, [---] engagements

"$IREN is drifting lower again in the premarket today but it wouldnt be surprising to see a recovery by the close as it so often does. The previous high was $76.87. Im really looking forward to seeing how the price reacts after the earnings call"
X Link 2026-02-04T14:15Z [--] followers, [---] engagements

"@mikealfred The sharp drop in $IREN and $CIFR is a bit shocking but Im holding through it to the end"
X Link 2026-02-04T17:57Z [--] followers, [----] engagements

"Ive sold all of my $ASST. For now I want to focus on $OPEN $IREN and $CIFR"
X Link 2026-02-04T18:49Z [--] followers, [---] engagements

"$IREN is starting to stretch and wake up again. Hoping for solid results in tomorrows earnings call"
X Link 2026-02-04T19:50Z [--] followers, [---] engagements

"$CIFR Wow thats a bit of a relief. Its starting to recover little by little"
X Link 2026-02-04T19:51Z [--] followers, [--] engagements

"Honestly Im not too worried about $OPEN. With a strong CEO like @nejatian leading the company and @ericjackson consistently guiding the $OPENARMY and $RISINGDYNASTY through challenging moments its hard to be concerned even when the stock pulls back. Leadership and conviction matter especially in volatile markets. https://twitter.com/i/web/status/2019137949460255091 https://twitter.com/i/web/status/2019137949460255091"
X Link 2026-02-04T19:56Z [--] followers, [---] engagements

"$OPEN back at $5. Behold the kings return. πŸ‘‘"
X Link 2026-02-04T20:55Z [--] followers, [---] engagements

"@Odin1699092 Even after an 8% drop climbing back above $5 on a day like today is impressive. I cautiously expect we could see a more dramatic move after the Feb [--] earnings call"
X Link 2026-02-04T21:01Z [--] followers, [--] engagements

"@mikealfred Great Its reassuring to know the $OPENARMY is always with you. Im confident we can expect a dramatic move around the earnings call. LFG πŸš€"
X Link 2026-02-04T21:06Z [--] followers, [----] engagements

"@mikealfred has now accumulated 1.4M shares of $OPEN. LFG πŸš€πŸ”₯ Added a few places today but one place Im gaining conviction is OPEN. Now 1.4M shares. https://t.co/WQ9BmdQEne Added a few places today but one place Im gaining conviction is OPEN. Now 1.4M shares. https://t.co/WQ9BmdQEne"
X Link 2026-02-04T21:09Z [--] followers, [---] engagements

"@YTriggered16380 what makes you say that"
X Link 2026-02-04T21:14Z [--] followers, [--] engagements

"@ACInvestorBlog I agree. Even after running up to $10 and then pulling back by half I cautiously expect we could see a dramatic rebound around the earnings call"
X Link 2026-02-04T21:41Z [--] followers, [---] engagements

"Home prices are up 91% since [----] while median wages rose only 27%. This isnt a wage problem its a liquidity and timing problem. Thats where $OPEN matters: not making homes cheaper but making them tradable turning illiquid housing equity into usable capital. This is insane. 2005: Median Home Price: $220000 2025: Median Home Price: $420000 A 91% increase. [----] Median Salary: $44326 [----] Median Salary: $56292 A 27% increase. This is insane. 2005: Median Home Price: $220000 2025: Median Home Price: $420000 A 91% increase. [----] Median Salary: $44326 [----] Median Salary: $56292 A 27% increase"
X Link 2026-02-04T22:44Z [--] followers, [---] engagements

"Good morning folks $BTC has broken below $70K and is hovering in the low $69K range. It definitely makes you wonder how the market will close today. Personally Im hoping we end the day in the green but lets see how it plays out. Markets always have ups and downs. After a pullback a rebound usually follows so lets stay calm and watch things unfold. Wishing everyone a successful trading day https://twitter.com/i/web/status/2019404685950468111 https://twitter.com/i/web/status/2019404685950468111"
X Link 2026-02-05T13:36Z [--] followers, [--] engagements

"Although the chart is set to a one-month view this actually all happened just this week. The drop came in only a few days. But what can we do We hold. Recovery will come better days are ahead. $OPEN $IREN $CIFR"
X Link 2026-02-05T13:56Z [--] followers, [---] engagements

"The pre-market is painted red again today. Hopefully well see things turn green by the close. I sold $ASST for now to focus on other positions but Ill be back when $BTC starts gaining momentum again. Wishing everyone successful trades #Risingdynasty #OPEN #CIFR #IREN #ASST #BTQ https://twitter.com/i/web/status/2019411933489676364 https://twitter.com/i/web/status/2019411933489676364"
X Link 2026-02-05T14:04Z [--] followers, [---] engagements

"$OPEN is back in the green"
X Link 2026-02-05T14:31Z [--] followers, [---] engagements

"$IREN was down over 8% in the pre-market but its recovering quickly now. Hopefully it really takes off after the earnings call πŸš€"
X Link 2026-02-05T14:34Z [--] followers, [---] engagements

"$CIFR is back in the green too"
X Link 2026-02-05T14:38Z [--] followers, [---] engagements

"Today is earnings day for $AMZN $MSTR and $IREN. Lets hope for strong results"
X Link 2026-02-05T14:51Z [--] followers, [---] engagements

"Its still more manageable than yesterday. Thankfully $OPEN $CIFR and $IREN are holding up well"
X Link 2026-02-05T14:55Z [--] followers, [---] engagements

"@Bradley73635092 @Nugget_Trades @pulte @cvpayne @vladtenev This feels like a moment where leadership steps up. I believe the CEO will clearly lay out a bold direction on the earnings call and any concrete updates on tokenization or partnerships could quickly shift investor sentiment"
X Link 2026-02-05T15:20Z [--] followers, [--] engagements

"@SelfMadeMastery You should take a look at $OPEN. The earnings call is coming up on Feb [--] and with a strong CEO and solid support from long-term believers the stock could see a meaningful boost after the call"
X Link 2026-02-05T20:01Z [--] followers, [---] engagements

"@morganb Opus [---] 🀝 Open [---] hoping $OPEN becomes a real threat to competitors while delivering higher-quality homes to buyers faster and more efficiently. Thats the kind of execution that truly changes the game"
X Link 2026-02-05T22:08Z [--] followers, [----] engagements

"This move in $IREN is insane. Down nearly 20% overnight after earnings then snapping back fast thats not a dead stock thats panic selling getting flushed. Strong hands stepped in. The market is recalibrating not giving up. IREN isnt dead. This is a reset not the end. πŸš€ $IREN isnt dead. Not even close $IREN isnt dead. Not even close"
X Link 2026-02-06T12:27Z [--] followers, [---] engagements

"$COFR was down nearly 10% overnight but thankfully its recovering and moving higher now. There was a lot of panic selling because of $IREN but if you held through it well done"
X Link 2026-02-06T13:29Z [--] followers, [---] engagements

"@mikealfred $IREN and $CIFR saw extreme volatility overnight. IREN dropped as much as -20% then rebounded sharplyalmost fully recovering to $40. CIFR also fell close to -10% before bouncing back. Yesterdays panic selling was psychologically exhausting but I held through it all. LFG. πŸš€"
X Link 2026-02-06T13:41Z [--] followers, [----] engagements

"I didnt panic sell and held my position through it all. Hopefully today brings a rebound that recovers what was lost. LFG πŸš€ $IREN $CIFR The multi-week buildup in fear reached a climax yesterday after hours culminating with a large whoosh down in Bitcoin and other risk assets. Now we are more than 10% off the lows and will begin a quiet recovery that will build in to euphoria in the spring. Ive seen this movie. The multi-week buildup in fear reached a climax yesterday after hours culminating with a large whoosh down in Bitcoin and other risk assets. Now we are more than 10% off the lows and"
X Link 2026-02-06T13:42Z [--] followers, [---] engagements

"$OPEN was down more than 6% overnight but it flipped back to green this morning and is now up over 2%. Im really looking forward to the outlook theyll provide on the earnings call. LFG πŸš€"
X Link 2026-02-06T13:44Z [--] followers, [--] engagements

"Could $CIFR consider being a bit more proactive in communicating and promoting the company After last weeks panic selling and sharp price drop more visibility and messaging could really help shareholders stay confident and hold through volatility. I think clearer more active communication would make a meaningful difference. @rftylerpage https://twitter.com/i/web/status/2019770553565888512 https://twitter.com/i/web/status/2019770553565888512"
X Link 2026-02-06T13:50Z [---] followers, [---] engagements

"@todd_mcartor @mikealfred Buy the DIp"
X Link 2026-02-06T13:52Z [--] followers, [--] engagements

"@mikealfred I bought [----] shares of $CIFR at $6 last year. I didnt get shaken out by yesterdays panic selling and held through it. And I plan to keep holding going forward"
X Link 2026-02-06T14:34Z [--] followers, [----] engagements

"$CIFR is up over 8% from the open and running strong. This weeks panic selling is nowhere to be found. LFG πŸš€"
X Link 2026-02-06T14:37Z [--] followers, [---] engagements

"$IREN $OPEN $CIFR $ASST and $BTQ are all in the green now"
X Link 2026-02-06T15:41Z [--] followers, [---] engagements

"@mikealfred $BTC has already bounced more than 15% from the lows in under [--] hours. This move felt technical from the start and with risk sentiment improving a sharp rebound wasnt surprising. If this momentum holds $80000+ next week isnt a stretch at all"
X Link 2026-02-06T16:26Z [--] followers, [---] engagements

"@mikealfred Ill definitely be back in $ASST"
X Link 2026-02-06T16:36Z [--] followers, [----] engagements

"$IREN is up over 10% now lets see it push past 20% by the close. πŸš€ $IREN looks like its being pushed down for low-price accumulation. Im confident we close up over 10% today. https://t.co/EB9FCiEuqe $IREN looks like its being pushed down for low-price accumulation. Im confident we close up over 10% today. https://t.co/EB9FCiEuqe"
X Link 2026-02-06T17:26Z [--] followers, [---] engagements

"@mikealfred @nejatian Great Mike But retail investors want to see a distinct change in both the company and the stock price ASAP thoughπŸ˜„"
X Link 2026-02-06T18:12Z [--] followers, [---] engagements

"🧲Attention: @nejatian @rabois @lucmatheson @kianejatian @morganb @ericjackson While holding $OPEN shares Ive been thinking more carefully about the macro backdrop. Today 30-year mortgage rates are still hovering around the 6% range. Even if the Fed begins cutting rates it doesnt seem likely that mortgage rates will come down meaningfully or quickly. At the same time the Fed itself doesnt appear positioned to deliver dramatic or rapid cuts. This raises an important question for me as a shareholder: How does $OPEN plan to drive innovative growth in a macro environment that remains challenging"
X Link 2026-02-06T19:13Z [--] followers, [---] engagements

"$IREN s share price recovery reflects a turning point a shift from a Bitcoin mining company toward an AI platform business https://www.investors.com/news/iren-earnings-q2-2026-bitcoin-miner-ai-artificial-intelligence-iren-stock/ https://www.investors.com/news/iren-earnings-q2-2026-bitcoin-miner-ai-artificial-intelligence-iren-stock/"
X Link 2026-02-06T22:53Z [--] followers, [---] engagements

"Yesterday $IREN plunged as much as 22% but it rebounded sharply and reclaimed the $40 level. This coming week will be a pivotal one for IREN. The recent sell-off looks more like a reset driven by volatility not a change in fundamentals. With sentiment stabilizing and catalysts lining up a rebound toward $60 within the next two weeks is very achievable. https://twitter.com/i/web/status/2020181354814562476 https://twitter.com/i/web/status/2020181354814562476"
X Link 2026-02-07T17:02Z [--] followers, [--] engagements

"@Nugget_Trades $OPENs earnings call is coming up cant wait for it πŸš€"
X Link 2026-02-07T17:08Z [--] followers, [---] engagements

"I believe $ASST is a strong long-term play. That said its price has been extremely volatilealmost mirroring $BTCs upside and downside. Because of that volatility Ive sold my position for now. I plan to buy back once $BTC shows clearer signs of stability"
X Link 2026-02-07T18:10Z [--] followers, [---] engagements

"Need exposure to real estate $OPEN More US households need exposure to stocks real estate and commodities. More US households need exposure to stocks real estate and commodities"
X Link 2026-02-07T19:20Z [--] followers, [---] engagements

"@CapitanSteveo $CIFR. Fundamentals noise"
X Link 2026-02-07T20:42Z [--] followers, [---] engagements

"@GrindeOptions $OPEN $CIFR $IREN"
X Link 2026-02-07T21:28Z [--] followers, [---] engagements

"@mikealfred Wow $CIFT $IREN LFG"
X Link 2026-02-08T01:11Z [--] followers, [---] engagements

"@mikealfred Yep. Just enough of a dip to shake out the weak hands and make people think the old 4-year cycle still runs the show. Then it snaps back hard. This macro isnt the same. This move wont repeat history itll blow past it. Mark it"
X Link 2026-02-08T01:14Z [---] followers, [---] engagements

"@MrNeverSell Great $OPEN will bounce back toward $10 after the earnings call"
X Link 2026-02-08T14:34Z [---] followers, [---] engagements

"@CapitanSteveo $IREN"
X Link 2026-02-08T18:17Z [--] followers, [---] engagements

"Dear AI investors please review the information below including details on the $CIFR and $IREN investors"
X Link 2026-02-08T18:22Z [---] followers, [---] engagements

"@RealJGBanks [----] looks like a breakout year for AI with $CIFR and $IREN leading the way"
X Link 2026-02-08T18:24Z [---] followers, [---] engagements

"Expect more hyperscalers to come on board with $IREN. $IREN CDO Kent Draper stressed the importance and advantages of being vertically integrated: Vertical integration is [--] of IREN's most important competitive advantages. We design build and operate our own data centers supported by in-house engineering procurement https://t.co/I9m1o7bF1Y $IREN CDO Kent Draper stressed the importance and advantages of being vertically integrated: Vertical integration is [--] of IREN's most important competitive advantages. We design build and operate our own data centers supported by in-house engineering"
X Link 2026-02-08T21:12Z [---] followers, [---] engagements

"Couldnt agree more. This is exactly how real investing works. Price noise is for traders companies are for investors. As long as the business keeps improving the stock price will eventually catch up. It always does. Short-term price action doesnt change long-term value. Execution direction and fundamentals do. Anyone obsessing over daily moves is missing the asymmetry and thats where the real money is made. Conviction like this is rare. Respect. πŸ’― $OPEN to the Moon Why are people always talking about the $OPEN share price and not the company If you want to be a professional investor stop"
X Link 2026-02-12T15:15Z [---] followers, [----] engagements

"@saylor Spot on. Broken money doesnt heal it gets debased. Bitcoin exists for this reason"
X Link 2026-02-13T13:38Z [---] followers, [---] engagements

"@mikealfred Just a quick note: If you only see [-----] shares of $OPEN in the filing its because Form 13F doesnt show all holdings. Right @mikealfred"
X Link 2026-02-13T19:29Z [---] followers, [----] engagements

"@TheTechInvest Wow $CIFR finally made the list πŸš€πŸ”₯"
X Link 2026-02-13T22:20Z [---] followers, [---] engagements

"πŸ“Œ CIFR vs IREN Bitcoin Miners Leading the AI Infrastructure Shift Cipher Mining ( $CIFR) and IREN Limited ( $IREN) are no longer viewed as simple Bitcoin mining stocks; they are increasingly gaining attention for their expansion into AI infrastructure. Both companies are moving beyond reliance on traditional Bitcoin mining revenues by expanding into AI data centers and cloud-related businesses. $IREN has shown particularly strong momentum driven by AI cloud contracts and partnerships which has boosted expectations for future growth. $CIFR is also taking steps toward AI infrastructure"
X Link 2026-02-02T14:27Z [---] followers, [----] engagements

"$CIFR is positioning itself for upside through hashrate growth data center expansion and leverage to Bitcoin. πŸš€ Hashrate expansion underway Cipher Mining continues to scale its hashrate through additional ASIC deployments supporting higher BTC production πŸ— Data center build-out accelerates Ongoing investments in U.S.-based mining facilities strengthen long-term operational capacity ⚑ Operational leverage improving Increased scale enhances efficiency and positions the company to benefit from BTC price upside πŸ“ˆ Bullish setup tied to Bitcoin recovery CIFR remains highly leveraged to BTC price"
X Link 2026-02-03T13:43Z [---] followers, [---] engagements

"@mikealfred Holding [-----] shares of $OPEN. Planning to hold long-term aiming for a $CVNA-style run"
X Link 2026-02-03T15:33Z [---] followers, [----] engagements

"πŸ“Œ Whats Happening ( $CIFR) πŸ”ΉCipher Mining Inc. plans to issue up to $2 billion in senior secured notes (a type of debt) through a subsidiary to qualified institutional buyers and investors. The notes are expected to mature in [----]. πŸ— Why Theyre Raising $2 B πŸ”ΉThe proceeds will primarily be used to complete the Black Pearl Facility a large high-performance computing and data center project in Wink Texas tied to AI and other compute-intensive workloads. πŸ”ΉA portion of the funds (about $232.5 million) will reimburse prior equity contributions the company made toward building the facility. πŸ“ˆ"
X Link 2026-02-04T13:53Z [---] followers, [---] engagements

"🧲Step-function change in underwriting. Faster decisions better pricing higher efficiency this is how Opendoor Technologies( $OPEN) scales. Credit to Kaz Nejatian( @nejatian ) execution is clearly improving. πŸš€ ALERTπŸ””: @nejatian says $OPEN underwriting just saw a major upgrade. Faster underwriting = more homes processed better pricing decisions higher efficiency and potentially improved profitability. πŸ’¨ https://t.co/34oTlJI3xq ALERTπŸ””: @nejatian says $OPEN underwriting just saw a major upgrade. Faster underwriting = more homes processed better pricing decisions higher efficiency and"
X Link 2026-02-06T16:41Z [---] followers, [---] engagements

"$OPEN shareholders please like this post. Its not just my question. Arent you also curious how the company plans to protect and grow shareholder value while mortgage rates remain around 6% Please help this reach management by liking it so we can get a clear response. 🧲Attention: @nejatian @rabois @lucmatheson @kianejatian @morganb @ericjackson While holding $OPEN shares Ive been thinking more carefully about the macro backdrop. Today 30-year mortgage rates are still hovering around the 6% range. Even if the Fed begins cutting rates 🧲Attention: @nejatian @rabois @lucmatheson @kianejatian"
X Link 2026-02-06T21:31Z [---] followers, [---] engagements

"@TheTechInvest $IREN is the hope It bounce back to $60 in 2weeks"
X Link 2026-02-07T17:15Z [---] followers, [----] engagements

"@nejatian Outside of pure AI labs Opendoor feels like the most AI-driven public company out there. This team isnt experimenting theyre all in"
X Link 2026-02-08T02:47Z [---] followers, [----] engagements

"Strong economy booming housing market. $OPEN In [----] President Trump set the table for strong economic growth strong job gains and strong real income growth in [----]. The stock market lives in the future and its historic performance is a signal from Wall Street that Main Street will soon harvest the rewards from @POTUS https://t.co/Okxmq6vL3G In [----] President Trump set the table for strong economic growth strong job gains and strong real income growth in [----]. The stock market lives in the future and its historic performance is a signal from Wall Street that Main Street will soon harvest the"
X Link 2026-02-08T19:16Z [---] followers, [---] engagements

"@TheTechInvest $IREN must be re-rated. It will bounce back toward its previous level around $60"
X Link 2026-02-08T22:13Z [---] followers, [----] engagements

"@Kalshi Nothing can stop the flow"
X Link 2026-02-08T23:04Z [---] followers, [---] engagements

"$IREN is up above 4% overnight"
X Link 2026-02-09T01:16Z [---] followers, [---] engagements

"$CIFR is above $15 overnight"
X Link 2026-02-09T01:19Z [---] followers, [---] engagements

"Key Economic Data to Watch This Week 1.January Jobs Report (Delayed Release) The delayed January employment report will offer fresh insight into labor market strength and wage pressures. 2.Consumer Price Index (CPI) Inflation data will be closely watched for signs of cooling or persistence shaping expectations around future Fed rate cuts. 3.Retail Sales Retail sales figures will provide a read on consumer spending momentum and overall economic demand. 4.Federal Reserve Commentary Any signals from Fed officials may influence market expectations on the timing and pace of monetary policy easing."
X Link 2026-02-09T01:35Z [---] followers, [--] engagements

"πŸ“ˆ U.S. Stock Market Snapshot πŸ“Š U.S. stock futures moved higher as Wall Street looked to extend the rally after the Dow crossed the historic [-----] mark. πŸš€ Futures for the Dow S&P [---] and Nasdaq all pointed higher reflecting strong bullish sentiment following last weeks rebound. πŸ”„ After a period of heightened volatility investors are increasingly confident that the rally has legs with strength spreading beyond tech into broader sectors. 🟒 Overall market tone remains constructive as traders position for further upside following the Dows milestone breakout. πŸš€πŸš€ LFG Tomorrow πŸš€πŸš€"
X Link 2026-02-09T02:52Z [---] followers, [---] engagements

"$CIFR ahead of earnings time to reclaim $20+ πŸš€"
X Link 2026-02-09T13:41Z [---] followers, [---] engagements

"@APompliano Wishing the best for $BRR. Lets go"
X Link 2026-02-09T13:45Z [---] followers, [---] engagements

"@ACInvestorBlog $BMNR looks set to get back to around $60 where it was before"
X Link 2026-02-09T13:47Z [---] followers, [---] engagements

"@APompliano Rates must be cut further. $BRR 🀝 $OPEN to the moon πŸš€"
X Link 2026-02-09T13:55Z [---] followers, [---] engagements

"$ASST is volatile and moves with $BTC but I believe itll get back to its previous levels soon"
X Link 2026-02-09T13:59Z [---] followers, [---] engagements

"Morgan Stanley has launched coverage of $CIFR assigning an Overweight rating and setting a $38 price target. https://twitter.com/i/web/status/2020864251401789772 https://twitter.com/i/web/status/2020864251401789772"
X Link 2026-02-09T14:15Z [---] followers, [---] engagements

"$IREN: Buy ratings reaffirmed Street PT $75$80 87% upside from current levels. πŸš€ https://www.tipranks.com/news/blurbs/analysts-offer-insights-on-financial-companies-tradeweb-markets-tw-and-iren-iren-blurbsutm_source=webullapp.com&utm_medium=referral https://www.tipranks.com/news/blurbs/analysts-offer-insights-on-financial-companies-tradeweb-markets-tw-and-iren-iren-blurbsutm_source=webullapp.com&utm_medium=referral"
X Link 2026-02-09T14:18Z [---] followers, [---] engagements

"Tom Lee-backed $BMNR Immersion just bought $82M worth of ETH doubling down on its Ethereum treasury strategy. πŸš€ https://finance.yahoo.com/news/tom-lee-bitmine-immersion-buys-095552741.html https://finance.yahoo.com/news/tom-lee-bitmine-immersion-buys-095552741.html"
X Link 2026-02-09T14:36Z [---] followers, [--] engagements

"$CIFR reacting to Morgan Stanley +6% πŸš€ Morgan Stanley has launched coverage of $CIFR assigning an Overweight rating and setting a $38 price target. https://t.co/hHjElavwp1 Morgan Stanley has launched coverage of $CIFR assigning an Overweight rating and setting a $38 price target. https://t.co/hHjElavwp1"
X Link 2026-02-09T14:41Z [---] followers, [---] engagements

"@KobeissiLetter Credit card rates need to fall further as the Fed cuts rates"
X Link 2026-02-09T14:44Z [---] followers, [---] engagements

"@fundstrat @BitMNR $BMNR looks set to recover back toward $60 soon"
X Link 2026-02-09T14:50Z [---] followers, [---] engagements

"Whats going on with $CIFR Feels like a big move is coming. Sub-$20 might be gone after earnings"
X Link 2026-02-09T15:07Z [---] followers, [---] engagements

"@edge_of_power $CIFR above $16 already πŸš€"
X Link 2026-02-09T15:13Z [---] followers, [--] engagements

"@AIStockSavvy $CIFR reacting to Morgan Stanley already above $16 πŸš€"
X Link 2026-02-09T15:14Z [---] followers, [---] engagements

"@Kalshi Who says AI has turned into a bubble It hasnt even started yet"
X Link 2026-02-09T15:15Z [---] followers, [--] engagements

"$IREN is catching up to $CIFR s move. LFG πŸš€"
X Link 2026-02-09T15:18Z [---] followers, [---] engagements

"@CapitanSteveo Let me add $BITF to my watchlist"
X Link 2026-02-09T15:21Z [---] followers, [---] engagements

"@WhiteHouse Rates need to come down much further to revive the housing market"
X Link 2026-02-09T15:48Z [---] followers, [---] engagements

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@mudirshin
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