# ![@obfuscatelife Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::512889549.png) @obfuscatelife Gene-ious

Gene-ious posts on X about growth, $iren, iren, upside the most. They currently have [--] followers and [--] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::512889549/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::512889549/c:line/m:interactions.svg)

- [--] Week [-----] -79%

### Mentions: [--] [#](/creator/twitter::512889549/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::512889549/c:line/m:posts_active.svg)


### Followers: [--] [#](/creator/twitter::512889549/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::512889549/c:line/m:followers.svg)

- [--] Week [--] +35%

### CreatorRank: [---------] [#](/creator/twitter::512889549/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::512889549/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [finance](/list/finance)  [technology brands](/list/technology-brands)  [cryptocurrencies](/list/cryptocurrencies) 

**Social topic influence**
[growth](/topic/growth), [$iren](/topic/$iren), [iren](/topic/iren), [upside](/topic/upside), [$crdo](/topic/$crdo), [$rzlv](/topic/$rzlv), [target](/topic/target), [ai](/topic/ai), [valuation](/topic/valuation), [$nbis](/topic/$nbis)

**Top accounts mentioned or mentioned by**
[@slicedchedda](/creator/undefined) [@ckcapitalxx](/creator/undefined) [@pandaquantai](/creator/undefined) [@mrshorte](/creator/undefined)

**Top assets mentioned**
[Iris Energy Limited (IREN)](/topic/$iren) [Credo Technology Group Holding Ltd (CRDO)](/topic/$crdo) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Ondas Holdings Inc. Common Stock (ONDS)](/topic/$onds) [Centrus Energy Corp. (LEU)](/topic/$leu) [Broadcom, Inc. (AVGO)](/topic/$avgo) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Eos Energy Enterprises, Inc. (EOSE)](/topic/$eose) [Redwire Corporation (RDW)](/topic/$rdw) [Crowdstrike Holdings Inc (CRWD)](/topic/$crwd) [Cipher Mining Inc. Common Stock (CIFR)](/topic/$cifr) [Oklo Inc. (OKLO)](/topic/$oklo) [NuScale Power Corporation (SMR)](/topic/$smr) [Microsoft Corp. (MSFT)](/topic/$msft) [Born in [--] (19)](/topic/$19)
### Top Social Posts
Top posts by engagements in the last [--] hours

"The Rule of X: My Alpha Framework Not all metrics are created equal. I use the Rule of X to rank equity performance potential by prioritizing growth velocity over static margins. Formula: [--] x (NTM Revenue Growth %) + LTM FCF Margin % Looking for scores 100"  
[X Link](https://x.com/anyuser/status/2016983353233215842)  2026-01-29T21:14Z [--] followers, [---] engagements


"Why it works: 3x Growth : Accounts for the exponential impact of scale in high-margin sectors. FCF Reality Check: Uses LTM Free Cash Flow (OCF - CapEx) to ensure growth isn't just "burning cash" for vanity. In a relative valuation exercise you id the true "efficient" growers"  
[X Link](https://x.com/obfuscatelife/status/2016985666790322406)  2026-01-29T21:23Z [--] followers, [--] engagements


"Why 3x Growth Compounding Power: Revenue growth has a compounding impact on valuation whereas margins tend to be linear. In a relative cohort a 1% increase in growth is often worth 3x a 1% increase in margin. The Goal: Find outliers who maintain FCF while capturing the TAM"  
[X Link](https://x.com/anyuser/status/2016989437159493743)  2026-01-29T21:38Z [--] followers, [--] engagements


"Growth is expensive but the Rule of X tells you if it's worth it. My top [--] holdings in order: $IREN $AVGO $NVDA $NBIS $PLTR $EOSE $ONDS $RZLV $CRDO $AMPX Looking to refine everyday. I use Rule of X as my guide. Any thoughts on improvements"  
[X Link](https://x.com/anyuser/status/2017310559813964254)  2026-01-30T18:54Z [--] followers, [---] engagements


"Picks of the day: $IREN & $RZLV - both on sale today Rationale: $IREN 127% NTM revenue growth $85 price target (55% upside) ER next week (LFG) $RZLV 772% NTM revenue growth $11+ price target (300%+ upside) still leaking from Jan [--] capital raise. I own both. DYOR"  
[X Link](https://x.com/anyuser/status/2017322461046391038)  2026-01-30T19:42Z [--] followers, [---] engagements


"Put stink bids in overnight for some X favorites: $OSS $LTRX $RDW $SATL They all hit Welcome to the 'folio new friends And thank you to whomever set them free"  
[X Link](https://x.com/anyuser/status/2018334247300608199)  2026-02-02T14:42Z [--] followers, [---] engagements


"Portfolio Notes & Research Tickers $IREN: Healthy price action heading into Thursday. Avoiding an "overheated" run-up is a positive sign for sustainability post-catalyst. $CRDO: Triple-digit revenue growth serving AI data center demand. Scheduled insider selling is creating a temporary weight today at $110. Current consensus 12-month target of $217 suggests significant upside from this level. Watchlist Additions: $CLOV: Q3 [----] revenue up 50% YoY. Pivoting toward first full year of GAAP profitability in [----]. $REAX: 53% YoY revenue increase. Aggressive market share capture with near-breakeven"  
[X Link](https://x.com/anyuser/status/2018727274103910724)  2026-02-03T16:44Z [--] followers, [---] engagements


"Help please The $IREN stans are the smartest community on X (stay strong #InDanWeTrust). Hoping you can help me understand $NUAI vs $SLNH - sincerely. Im struggling to bridge the $NUAI vs $SLNH gap. I am long $SLNH and trade $NUAI but the math isn't mathing. Why the 3x premium [--]. Energy Now vs. Power Later: $SLNH: [---] MW energized today. Project Dorothy is at full capacity. $NUAI: [--] MW energized. Plans for [----]. [--]. The Valuation Disconnect: $SLNH: $125M Market Cap. $NUAI: $360M Market Cap. We are paying 3x more for a "plan" than for active Texas infrastructure. [--]. Execution: Talk vs. Action:"  
[X Link](https://x.com/anyuser/status/2019097260446142844)  2026-02-04T17:14Z [--] followers, [---] engagements


"@slicedchedda Been watching for a long time new to contributing. Thanks for this clue. I will investigate your claim"  
[X Link](https://x.com/obfuscatelife/status/2019150343557304779)  2026-02-04T20:45Z [--] followers, [--] engagements


"@CKCapitalxx Pretty sure under IFRS you can't recognize the bulk of that Microsoft contract revenue until they actually deliver the AI cloud services - it will show up as deferred contract liability. But - man - I hope you're right and I am wrong. I could use a win after today"  
[X Link](https://x.com/obfuscatelife/status/2019186882178084930)  2026-02-04T23:10Z [--] followers, [----] engagements


"Stop scrolling and look at $ONDS under $10. Youll thank me later. Just rotated out of $CRWD (before it was infected with the SaaS-Virus) and moved it all into Jan '28 LEAPS at multiple strikes. Why A Rule of X score of [---] and forecasted growth north of 190%. The numbers don't lie. Do it No Ragrets (not even a letter). https://twitter.com/i/web/status/2019212130755452968 https://twitter.com/i/web/status/2019212130755452968"  
[X Link](https://x.com/anyuser/status/2019212130755452968)  2026-02-05T00:51Z [--] followers, [---] engagements


"All my $IREN bulls. why are you sleeping on $SLNH Its effectively a junior $IREN: Actual Revenue: Not this "new era" fluff. Execution: Fully operational data centers + active construction pipeline. Zero Hype: A CEO focused on execution not selling hopium. Real infrastructure Narrative. While others sell stories dreams and "potential" $SLNH is quietly delivering. Easy triple from today's entry. https://twitter.com/i/web/status/2018358030883246514 https://twitter.com/i/web/status/2018358030883246514"  
[X Link](https://x.com/anyuser/status/2018358030883246514)  2026-02-02T16:17Z [--] followers, [----] engagements


"$CRDO - I liked it at $130 . LOVE it at $120 Heres the Bull Case : Revenue Explosion: +272% YoY surge ($268M). As AI clusters scale to 100k+ GPUs Credos Active Electrical Cables (AEC) have moved from "optional" to "essential" plumbing for power-efficient racks. Valuation Gap: While the stock trades at $120 the analyst consensus is sitting at $224. Thats a massive 85% upside for those betting on the "infrastructure second wave." The bottom line: The market is punishing the high P/E but the 270% growth and record 68% margins say the fundamental machine is just getting started. #ruleofx"  
[X Link](https://x.com/anyuser/status/2018393541748085227)  2026-02-02T18:38Z [--] followers, [---] engagements


"Growth is getting oversold. $IREN $NBIS $CRDO $RZVL . $CIFR Post-close (Feb [--] data) "Rule of X" model update (formula pinned) . Top [--] of [--] tickers by price target upside: $RZLV NTM growth = 998% Upside = 332% RSI = [--] $IREN NTM growth = 124% Upside = 84% RSI = [--] $CIFR NTM growth = 92% Upside = 74% RSI = [--] $CRDO NTM growth = 110% Upside = 71% RSI = [--] $NBIS NTM growth = 250% Upside = 67% RSI = [--] I don't own $CIFR yet. Waiting for $14 to scale in. Patience is a position . at least that's what I tell myself https://twitter.com/i/web/status/2021342190224765077"  
[X Link](https://x.com/anyuser/status/2021342190224765077)  2026-02-10T21:55Z [--] followers, [---] engagements


"I heart $LEU $LEU is a money printer in a nuclear suit. Start with - its actually profitable (rare in this sector). The strategy is simple: [--]. Buy under $250. (Now at $210 - hurry) [--]. Sell at $350. [--]. Repeat until youre retired. One of the most predictable tickers in the market. Don't miss the next lap. https://twitter.com/i/web/status/2021755766068457855 https://twitter.com/i/web/status/2021755766068457855"  
[X Link](https://x.com/anyuser/status/2021755766068457855)  2026-02-12T01:18Z [--] followers, [---] engagements


"$LEU Centrus Energy - the only ones making the fuel (HALEU) for the next gen Small Modular Reactors . hey $OKLO $SMR stans . The market is focused on the Q4 earnings miss; the smart money is focused on the $900M DOE award and Fluor partnership. $LEU just got a massive haircut but the fundamentals are solid: Only NRC-licensed HALEU producer in the US $3.8B total sales backlog AI hyperscalers pivoting to Nuclear energy Ditching Russian fuel isnt a choice its a Federal mandate. I am buying the dip before the the market realizes the miss was just a single delayed shipment."  
[X Link](https://x.com/anyuser/status/2022097961065525368)  2026-02-12T23:58Z [--] followers, [---] engagements


"Bold Prediction $RzLV . any other stans on this thing 5x potential $RZLV down bad. Nah this is the dip before the rip Fresh $230M acquisition + $MSFT ties + 300%+ analyst upside. From $2 double digits feels inevitable. Diamond hands only"  
[X Link](https://x.com/anyuser/status/2022716100623110571)  2026-02-14T16:54Z [--] followers, [---] engagements


"The Rule of X: My Alpha Framework Not all metrics are created equal. I use the Rule of X to rank equity performance potential by prioritizing growth velocity over static margins. Formula: [--] x (NTM Revenue Growth %) + LTM FCF Margin % Looking for scores 100"  
[X Link](https://x.com/anyuser/status/2016983353233215842)  2026-01-29T21:14Z [--] followers, [---] engagements


"Bold Prediction $RzLV . any other stans on this thing 5x potential $RZLV down bad. Nah this is the dip before the rip Fresh $230M acquisition + $MSFT ties + 300%+ analyst upside. From $2 double digits feels inevitable. Diamond hands only"  
[X Link](https://x.com/anyuser/status/2022716100623110571)  2026-02-14T16:54Z [--] followers, [---] engagements


"$LEU Centrus Energy - the only ones making the fuel (HALEU) for the next gen Small Modular Reactors . hey $OKLO $SMR stans . The market is focused on the Q4 earnings miss; the smart money is focused on the $900M DOE award and Fluor partnership. $LEU just got a massive haircut but the fundamentals are solid: Only NRC-licensed HALEU producer in the US $3.8B total sales backlog AI hyperscalers pivoting to Nuclear energy Ditching Russian fuel isnt a choice its a Federal mandate. I am buying the dip before the the market realizes the miss was just a single delayed shipment."  
[X Link](https://x.com/anyuser/status/2022097961065525368)  2026-02-12T23:58Z [--] followers, [---] engagements


"I heart $LEU $LEU is a money printer in a nuclear suit. Start with - its actually profitable (rare in this sector). The strategy is simple: [--]. Buy under $250. (Now at $210 - hurry) [--]. Sell at $350. [--]. Repeat until youre retired. One of the most predictable tickers in the market. Don't miss the next lap. https://twitter.com/i/web/status/2021755766068457855 https://twitter.com/i/web/status/2021755766068457855"  
[X Link](https://x.com/anyuser/status/2021755766068457855)  2026-02-12T01:18Z [--] followers, [---] engagements


"Growth is getting oversold. $IREN $NBIS $CRDO $RZVL . $CIFR Post-close (Feb [--] data) "Rule of X" model update (formula pinned) . Top [--] of [--] tickers by price target upside: $RZLV NTM growth = 998% Upside = 332% RSI = [--] $IREN NTM growth = 124% Upside = 84% RSI = [--] $CIFR NTM growth = 92% Upside = 74% RSI = [--] $CRDO NTM growth = 110% Upside = 71% RSI = [--] $NBIS NTM growth = 250% Upside = 67% RSI = [--] I don't own $CIFR yet. Waiting for $14 to scale in. Patience is a position . at least that's what I tell myself https://twitter.com/i/web/status/2021342190224765077"  
[X Link](https://x.com/anyuser/status/2021342190224765077)  2026-02-10T21:55Z [--] followers, [---] engagements


"CONVICTION is worthless without PATIENCE in equal measure"  
[X Link](https://x.com/anyuser/status/2019845722909405362)  2026-02-06T18:48Z [--] followers, [--] engagements


"PEG Ratio for Mag7 at bottom. PEG Ratio - why don't I see this more on this platform We should all be using it. Why Because Growth is the primary driver of stock price. P/E ratio alone is a static snapshot. It tells you what you're paying for today but not if that price is justified by tomorrow. By focusing on PEG (P/E to Growth) you're performing a risk-adjusted valuation. P/E alone: A stock with a P/E of [--] looks "expensive" while a stock with a P/E of [--] looks "cheap." With PEG: If the [--] P/E company is growing at 40% annually its PEG is [---]. If the [--] P/E company is growing at only 4% its"  
[X Link](https://x.com/anyuser/status/2019509110937641392)  2026-02-05T20:31Z [--] followers, [--] engagements


"Stop scrolling and look at $ONDS under $10. Youll thank me later. Just rotated out of $CRWD (before it was infected with the SaaS-Virus) and moved it all into Jan '28 LEAPS at multiple strikes. Why A Rule of X score of [---] and forecasted growth north of 190%. The numbers don't lie. Do it No Ragrets (not even a letter). https://twitter.com/i/web/status/2019212130755452968 https://twitter.com/i/web/status/2019212130755452968"  
[X Link](https://x.com/anyuser/status/2019212130755452968)  2026-02-05T00:51Z [--] followers, [---] engagements


"Help please The $IREN stans are the smartest community on X (stay strong #InDanWeTrust). Hoping you can help me understand $NUAI vs $SLNH - sincerely. Im struggling to bridge the $NUAI vs $SLNH gap. I am long $SLNH and trade $NUAI but the math isn't mathing. Why the 3x premium [--]. Energy Now vs. Power Later: $SLNH: [---] MW energized today. Project Dorothy is at full capacity. $NUAI: [--] MW energized. Plans for [----]. [--]. The Valuation Disconnect: $SLNH: $125M Market Cap. $NUAI: $360M Market Cap. We are paying 3x more for a "plan" than for active Texas infrastructure. [--]. Execution: Talk vs. Action:"  
[X Link](https://x.com/anyuser/status/2019097260446142844)  2026-02-04T17:14Z [--] followers, [---] engagements


"Portfolio Notes & Research Tickers $IREN: Healthy price action heading into Thursday. Avoiding an "overheated" run-up is a positive sign for sustainability post-catalyst. $CRDO: Triple-digit revenue growth serving AI data center demand. Scheduled insider selling is creating a temporary weight today at $110. Current consensus 12-month target of $217 suggests significant upside from this level. Watchlist Additions: $CLOV: Q3 [----] revenue up 50% YoY. Pivoting toward first full year of GAAP profitability in [----]. $REAX: 53% YoY revenue increase. Aggressive market share capture with near-breakeven"  
[X Link](https://x.com/anyuser/status/2018727274103910724)  2026-02-03T16:44Z [--] followers, [---] engagements


"$CRDO - I liked it at $130 . LOVE it at $120 Heres the Bull Case : Revenue Explosion: +272% YoY surge ($268M). As AI clusters scale to 100k+ GPUs Credos Active Electrical Cables (AEC) have moved from "optional" to "essential" plumbing for power-efficient racks. Valuation Gap: While the stock trades at $120 the analyst consensus is sitting at $224. Thats a massive 85% upside for those betting on the "infrastructure second wave." The bottom line: The market is punishing the high P/E but the 270% growth and record 68% margins say the fundamental machine is just getting started. #ruleofx"  
[X Link](https://x.com/anyuser/status/2018393541748085227)  2026-02-02T18:38Z [--] followers, [---] engagements


"All my $IREN bulls. why are you sleeping on $SLNH Its effectively a junior $IREN: Actual Revenue: Not this "new era" fluff. Execution: Fully operational data centers + active construction pipeline. Zero Hype: A CEO focused on execution not selling hopium. Real infrastructure Narrative. While others sell stories dreams and "potential" $SLNH is quietly delivering. Easy triple from today's entry. https://twitter.com/i/web/status/2018358030883246514 https://twitter.com/i/web/status/2018358030883246514"  
[X Link](https://x.com/anyuser/status/2018358030883246514)  2026-02-02T16:17Z [--] followers, [----] engagements


"Put stink bids in overnight for some X favorites: $OSS $LTRX $RDW $SATL They all hit Welcome to the 'folio new friends And thank you to whomever set them free"  
[X Link](https://x.com/anyuser/status/2018334247300608199)  2026-02-02T14:42Z [--] followers, [---] engagements


"Picks of the day: $IREN & $RZLV - both on sale today Rationale: $IREN 127% NTM revenue growth $85 price target (55% upside) ER next week (LFG) $RZLV 772% NTM revenue growth $11+ price target (300%+ upside) still leaking from Jan [--] capital raise. I own both. DYOR"  
[X Link](https://x.com/anyuser/status/2017322461046391038)  2026-01-30T19:42Z [--] followers, [---] engagements


"Growth is expensive but the Rule of X tells you if it's worth it. My top [--] holdings in order: $IREN $AVGO $NVDA $NBIS $PLTR $EOSE $ONDS $RZLV $CRDO $AMPX Looking to refine everyday. I use Rule of X as my guide. Any thoughts on improvements"  
[X Link](https://x.com/anyuser/status/2017310559813964254)  2026-01-30T18:54Z [--] followers, [---] engagements


"Why 3x Growth Compounding Power: Revenue growth has a compounding impact on valuation whereas margins tend to be linear. In a relative cohort a 1% increase in growth is often worth 3x a 1% increase in margin. The Goal: Find outliers who maintain FCF while capturing the TAM"  
[X Link](https://x.com/anyuser/status/2016989437159493743)  2026-01-29T21:38Z [--] followers, [--] engagements


"Picks of the day: $NBIS & $ONDS both on sale today. Rationale: $NBIS Rule of X = massive Price target $151 (50% upside) $ONDS Rule of X = massive Price target $19 (55% upside) I own both. DYOR"  
[X Link](https://x.com/anyuser/status/2016978289479602182)  2026-01-29T20:54Z [--] followers, [---] engagements

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