# ![@perry_lin1 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::3101891833.png) @perry_lin1 Perry Lin

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

### Engagements: [-----] [#](/creator/twitter::3101891833/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3101891833/c:line/m:interactions.svg)

- [--] Week [------] -91%
- [--] Month [-------] +2,014%
- [--] Months [-------] +21%
- [--] Year [---------] +263%

### Mentions: [--] [#](/creator/twitter::3101891833/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3101891833/c:line/m:posts_active.svg)

- [--] Week [--] +13%
- [--] Month [---] +224%
- [--] Months [---] +76%
- [--] Year [---] +125%

### Followers: [------] [#](/creator/twitter::3101891833/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3101891833/c:line/m:followers.svg)

- [--] Week [-----] no change
- [--] Month [-----] +8.40%
- [--] Months [-----] +72%
- [--] Year [-----] +189%

### CreatorRank: [---------] [#](/creator/twitter::3101891833/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3101891833/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  32.59% [finance](/list/finance)  17.04% [cryptocurrencies](/list/cryptocurrencies)  9.63% [technology brands](/list/technology-brands)  3.7% [countries](/list/countries)  2.96% [celebrities](/list/celebrities)  0.74%

**Social topic influence**
[$wulf](/topic/$wulf) #48, [ai](/topic/ai) 12.59%, [$cifr](/topic/$cifr) #157, [$iren](/topic/$iren) #403, [iren](/topic/iren) 7.41%, [feels](/topic/feels) 4.44%, [crypto](/topic/crypto) 3.7%, [$bitf](/topic/$bitf) 3.7%, [market](/topic/market) 3.7%, [level](/topic/level) 3.7%

**Top accounts mentioned or mentioned by**
[@matthewsigel](/creator/undefined) [@willyjohns86382](/creator/undefined) [@user889889](/creator/undefined) [@mcnalliem](/creator/undefined) [@meijkelenborg](/creator/undefined) [@answerreality](/creator/undefined) [@paulbprager](/creator/undefined) [@justuravgstonk](/creator/undefined) [@corner3s](/creator/undefined) [@john70930858164](/creator/undefined) [@walsher448441](/creator/undefined) [@matthew_sigel](/creator/undefined) [@chinoalemano](/creator/undefined) [@thekamahsutra](/creator/undefined) [@edgeofpower](/creator/undefined) [@bitcoinaiguy](/creator/undefined) [@jamarc0](/creator/undefined) [@rhouseresearch](/creator/undefined) [@brockfastnut](/creator/undefined) [@cryptounderdog1](/creator/undefined)

**Top assets mentioned**
[TeraWulf Inc. (WULF)](/topic/$wulf) [Cipher Mining Inc. Common Stock (CIFR)](/topic/$cifr) [Iris Energy Limited (IREN)](/topic/$iren) [Bitfarms Ltd. (BITF)](/topic/$bitf) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Hut [--] Mining Corp. (HUT)](/topic/$hut) [Riot Platforms, Inc. (RIOT)](/topic/$riot) [Sei (SEI)](/topic/$sei) [PumpBTC (Governance token) (PUMP)](/topic/$pump) [Bitcoin (BTC)](/topic/bitcoin) [Intel Corporation (INTC)](/topic/$intc) [RAI Finance (SOFI)](/topic/$sofi) [Century Aluminum Co (CENX)](/topic/$cenx) [MARA Holdings, Inc. (MARA)](/topic/$mara)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$WULF Their just acquired Hawesville KY site was the old Century Aluminum plant. The site was acquired for $200M in cash. $CENX retains 6.8% of the site. The campus encompasses [---] acres. https://ca.finance.yahoo.com/news/digital-infrastructure-campus-built-hawesville-210500992.html https://ca.finance.yahoo.com/news/digital-infrastructure-campus-built-hawesville-210500992.html"  
[X Link](https://x.com/perry_lin1/status/2018449388352250017)  2026-02-02T22:20Z [----] followers, [----] engagements


"$WULF State of their deals Lake Mariner - [--] MW for Core [--] - $1.6M/yr/MW 3% escalators - $430M CapEx ($7.16/MW) - funded from sale of Nautilus and 2/2030 $425M 2.75% CN - $92M avg NOI/85% margin - [---] MW Fluidstack/Google - $6.7B over initial [--] years - $4.33B project costs ($3.7B CapEx and $675M debt service/interest reserves) 11.8M/mw - funded with 9/2031 $1B 1% CN and $3.2B senior secured notes at 7.75% amortizing Delivery [--] MW 1st half [----] [---] MW by end of [----] - $570M avg annual NOI/85% margin Abernathy JV - [---] MW Fluidstack/Google - $8-$10M per MW CapEx - [--] year lease $9.8B"  
[X Link](https://x.com/anyuser/status/2019841682477318600)  2026-02-06T18:32Z [----] followers, [----] engagements


"https://x.com/i/spaces/1LyxBXMWQZEGN https://x.com/i/spaces/1LyxBXMWQZEGN"  
[X Link](https://x.com/anyuser/status/1957140336695988458)  2025-08-17T17:59Z [----] followers, 33K engagements


"$WULF will need to go to debt markets to finance Abernathy and I expect better terms than their first offering given how well its trading"  
[X Link](https://x.com/perry_lin1/status/1988971871489118619)  2025-11-13T14:07Z [----] followers, [----] engagements


"While I love the miner to HPC/ai transition names like $WULF $CIFR $IREN I do believe the easy money has been made. I think its more likely we see 1-2x returns rather than 3-5x for these names in [----]. In the coming days (after I complete my position) I will be sharing a company ticker that will be part of the next iteration of this AI and power trade. I do believe they will be 3-5x this time next year. Its a name nobody ever mentions has a contract with a hyperscaler with first mover advantage and ambitions to deliver [--] GW of power. I cant wait to share but in the meantime feel free to drop"  
[X Link](https://x.com/perry_lin1/status/1997426116626161802)  2025-12-06T22:01Z [----] followers, 62.9K engagements


"$PUMP ProPetro adding capacity https://ir.propetroservices.com/news-events/press-releases/detail/138/propwr-secures-distributed-microgrid-contract-with-coterra-energy-and-adds-190-megawatts-in-new-orders https://ir.propetroservices.com/news-events/press-releases/detail/138/propwr-secures-distributed-microgrid-contract-with-coterra-energy-and-adds-190-megawatts-in-new-orders"  
[X Link](https://x.com/perry_lin1/status/1999457808291602689)  2025-12-12T12:34Z [----] followers, [----] engagements


"I started a small position in $RZLV today"  
[X Link](https://x.com/perry_lin1/status/2014121774485586412)  2026-01-21T23:43Z [----] followers, [----] engagements


"$WULF first day my technical indicators flashed some continuation signals"  
[X Link](https://x.com/perry_lin1/status/2014808997023338709)  2026-01-23T21:14Z [----] followers, 15.9K engagements


"Btc crashes. Bank implodes in Illinois. China raises margin requirements on gold & silver. $NVDA may not invest $100B Open Ai. Crypto related funds will draw down tomorrow and take all the miners down with them. $CIFR $HUT $IREN $RIOT $WULF. Feels like limit down for a couple of days. Position accordingly. https://twitter.com/i/web/status/2017991033930321970 https://twitter.com/i/web/status/2017991033930321970"  
[X Link](https://x.com/anyuser/status/2017991033930321970)  2026-02-01T15:58Z [----] followers, 41.6K engagements


"@mikealfred So semis and MAG7 and EEM"  
[X Link](https://x.com/perry_lin1/status/2018425557206130719)  2026-02-02T20:45Z [----] followers, [----] engagements


"$WULF https://investors.terawulf.com/news-events/press-releases/detail/129/terawulf-expands-digital-and-power-infrastructure-portfolio https://investors.terawulf.com/news-events/press-releases/detail/129/terawulf-expands-digital-and-power-infrastructure-portfolio"  
[X Link](https://x.com/perry_lin1/status/2018431532742984144)  2026-02-02T21:09Z [----] followers, 14.5K engagements


"$WULF. I guess they are not capacity constrained after all. [---] GW after today"  
[X Link](https://x.com/perry_lin1/status/2018433867305124209)  2026-02-02T21:18Z [----] followers, 14.8K engagements


"Updated post"  
[X Link](https://x.com/perry_lin1/status/2018449423735414942)  2026-02-02T22:20Z [----] followers, [----] engagements


"@Daniel_wheeling No purchased with cash on hand"  
[X Link](https://x.com/perry_lin1/status/2018450645486113275)  2026-02-02T22:25Z [----] followers, [---] engagements


"$WULF basically added an entire $BITF today for probably $300M in cash and the new $WULF sites are powered and ready to go now. So either $WULF is worth $1.5B more today than yesterday or $BITF is worth about $1.5B less"  
[X Link](https://x.com/perry_lin1/status/2018452872883732500)  2026-02-02T22:34Z [----] followers, 27K engagements


"$WULF Update on available capacity (critical IT) Lake Mariner - [---] MW Cayuga - [---] MW Abernathy JV - [---] MW Unnamed FS JV site - [---] MW Hawesville KY - [---] MW Morgantown will require the company to bring their own generation and they are in the process of converting from coal to nat gas. Terawulf mentions battery storage in the PR. https://twitter.com/i/web/status/2018465017557926123 https://twitter.com/i/web/status/2018465017557926123"  
[X Link](https://x.com/perry_lin1/status/2018465017557926123)  2026-02-02T23:22Z [----] followers, [----] engagements


"@matthew_sigel MD requires them to bring generation so they are the first transitioned BTC miner to also enter the power business"  
[X Link](https://x.com/perry_lin1/status/2018467704756465796)  2026-02-02T23:32Z [----] followers, [---] engagements


"@matthew_sigel You are correct I forgot that Stronghold burned coal refuse but I believe it is a bridge until they find other power sources"  
[X Link](https://x.com/perry_lin1/status/2018474242543923409)  2026-02-02T23:58Z [----] followers, [---] engagements


"@OakenshieldVGX It will happen. Paul is buddies with Gov Wes Moore. They will continue generation and be a net + energy producer. And much cleaner too"  
[X Link](https://x.com/perry_lin1/status/2018474625966219679)  2026-02-03T00:00Z [----] followers, [----] engagements


"Bringing your own generation is net neutral but bringing your own generation and selling back to support the grid is a net positive. And I mean on a continuing basis not just curtailment in peak times. Taking advantage of tax credits and burning coal refuse is not really a scalable model. But I give Stronghold a lot of credit for having that vision. It will be very interesting to see other miners start generating electrons not just for their own use but for everyone. This may be the only politically viable path. https://twitter.com/i/web/status/2018480935839109367"  
[X Link](https://x.com/perry_lin1/status/2018480935839109367)  2026-02-03T00:25Z [----] followers, [---] engagements


"@Icon00007 Paid for in cash. No dilution"  
[X Link](https://x.com/perry_lin1/status/2018481242711392578)  2026-02-03T00:26Z [----] followers, [---] engagements


"@JaMarc0 @matthew_sigel $MARA stopped paying attention to that joke"  
[X Link](https://x.com/perry_lin1/status/2018481851892150339)  2026-02-03T00:29Z [----] followers, [---] engagements


"@AnswerReality @matthew_sigel @chinoalemano @TheKamaHsutra I cant get their on valuation and Im with the analysts that have recently downgraded. I believe $NODE owns very little"  
[X Link](https://x.com/perry_lin1/status/2018494293728497765)  2026-02-03T01:18Z [----] followers, [---] engagements


"@matthew_sigel I got my dad who is a very unsophisticated investor in $NODE"  
[X Link](https://x.com/perry_lin1/status/2018496878904586463)  2026-02-03T01:28Z [----] followers, [---] engagements


"@girdley Eyeglasses"  
[X Link](https://x.com/perry_lin1/status/2018537767332884982)  2026-02-03T04:11Z [----] followers, [---] engagements


"$WULF Morgantown MD https://images1.showcase.com/d2/z0IuTHY3aV-3HwSC1DeDjwc2Mvm9HJVVZg4LBGHsitg/document.pdf https://images1.showcase.com/d2/z0IuTHY3aV-3HwSC1DeDjwc2Mvm9HJVVZg4LBGHsitg/document.pdf"  
[X Link](https://x.com/anyuser/status/2018660706087014742)  2026-02-03T12:19Z [----] followers, [----] engagements


"Isnt $BITF $1.8B market cap So you think the former not the latter. Somewhere in between is most likely where the true value is. $WULF paid probably $300-$400M for their [--] sites. Lets not forget that $BITF paid $175M for Stronghold. What exactly have they done that would make their assets worth 10x in a year https://twitter.com/i/web/status/2018672177038479747 https://twitter.com/i/web/status/2018672177038479747"  
[X Link](https://x.com/perry_lin1/status/2018672177038479747)  2026-02-03T13:05Z [----] followers, [---] engagements


"@TheSkayeth More interesting to get in when it drops to $1.40"  
[X Link](https://x.com/perry_lin1/status/2018675408858657277)  2026-02-03T13:18Z [----] followers, [---] engagements


"@RealJimChanos Wow youre an idiot. Did my Ford-150 become worthless because Elon built a Cyber Truck"  
[X Link](https://x.com/perry_lin1/status/2018684958387118319)  2026-02-03T13:56Z [----] followers, [----] engagements


"@edge_of_power Your PUE for $WULF is way off"  
[X Link](https://x.com/perry_lin1/status/2018702841435587069)  2026-02-03T15:07Z [----] followers, [---] engagements


"@moneyslap999 @edge_of_power Lake Mariner [---] Cayuga [----] KY [----] Abernathy JV 1.42"  
[X Link](https://x.com/perry_lin1/status/2018706364248310159)  2026-02-03T15:21Z [----] followers, [---] engagements


"@JustUrAvgStonk $100M approx"  
[X Link](https://x.com/perry_lin1/status/2018819899842564551)  2026-02-03T22:52Z [----] followers, [--] engagements


"@Lazarus_Capital @ilzmcfly You are incorrect. The KY site $WULF got was competitive. The MD site was looked at by a hyperscaler but they didnt want to run a power plant. They want to lease the site from $WULF and have them run the power"  
[X Link](https://x.com/perry_lin1/status/2018850557184897463)  2026-02-04T00:54Z [----] followers, [---] engagements


"The $WULF site in MD serves as the model for hyperscalers and data center operators to navigate the shark infested political waters where both political parties are against AI HPC data centers that drain energy resources. Acquire an underutilized [---] MW plant that can scale to [---] GW. Bring on generation where you can supply [---] MW to the grid (300 more than present) while also generating [--] GW of power for your own data center customers. WIN-WIN https://twitter.com/i/web/status/2018906809302405347 https://twitter.com/i/web/status/2018906809302405347"  
[X Link](https://x.com/anyuser/status/2018906809302405347)  2026-02-04T04:37Z [----] followers, [----] engagements


"@PaulBPrager Love it Paul"  
[X Link](https://x.com/perry_lin1/status/2018907005407174974)  2026-02-04T04:38Z [----] followers, [---] engagements


"Everything AI related getting crushed"  
[X Link](https://x.com/anyuser/status/2019088585492750523)  2026-02-04T16:40Z [----] followers, [----] engagements


"Possible bottoming levels: $CIFR $11 $IREN $32 $WULF $9.50 Thats where I would add"  
[X Link](https://x.com/anyuser/status/2019092126823297526)  2026-02-04T16:54Z [----] followers, 32.1K engagements


"Heres the problem with Bitcoin $BTC: the bull case doesnt factor in price. Its the same bullish argument whether price is $10k $100k or $1M"  
[X Link](https://x.com/anyuser/status/2019092903297974467)  2026-02-04T16:57Z [----] followers, [----] engagements


"@RobEducated I try to be real with everyone no matter if we are bullish or bearish. We are not anywhere close to a level people should be adding"  
[X Link](https://x.com/perry_lin1/status/2019093803013972108)  2026-02-04T17:00Z [----] followers, [----] engagements


"@Atzaran3 But this market move is not company specific. Everything AI related is repricing unfortunately"  
[X Link](https://x.com/perry_lin1/status/2019099278589980707)  2026-02-04T17:22Z [----] followers, [---] engagements


"@RHouseResearch It was just an opt out clause and closing terms-similar to a down payment on a house"  
[X Link](https://x.com/perry_lin1/status/2019112109335089649)  2026-02-04T18:13Z [----] followers, [---] engagements


"@RHouseResearch Exactly but option fee not recoupable"  
[X Link](https://x.com/perry_lin1/status/2019123711044120603)  2026-02-04T18:59Z [----] followers, [---] engagements


"@McnallieM @user889889 @RHouseResearch Wont help in the short term"  
[X Link](https://x.com/perry_lin1/status/2019133030854701184)  2026-02-04T19:36Z [----] followers, [--] engagements


"Have we seen the worst Buy the dip More pain ahead Buy the dip More pain ahead"  
[X Link](https://x.com/anyuser/status/2019141109637869670)  2026-02-04T20:08Z [----] followers, [----] engagements


"This is the best lesson to share on a day like this. Give this guy a follow. You will become a better investor. DON'T BUY A DECLINE BUY THE STRENGTH AFTER MUST KNOW THIS DON'T BUY A DECLINE BUY THE STRENGTH AFTER MUST KNOW THIS"  
[X Link](https://x.com/anyuser/status/2019143348779642960)  2026-02-04T20:17Z [----] followers, [----] engagements


"Great for $CIFR and $WULF *ALPHABET SEES [----] CAPEX $175B TO $185B CONSENSUS $120B *ALPHABET SEES [----] CAPEX $175B TO $185B CONSENSUS $120B"  
[X Link](https://x.com/anyuser/status/2019157056926765063)  2026-02-04T21:12Z [----] followers, 13.5K engagements


"@McnallieM $BITF should be concerned that their state level coal refuse credits could go away"  
[X Link](https://x.com/perry_lin1/status/2019182695134175590)  2026-02-04T22:54Z [----] followers, [---] engagements


"@SolomonforJC Start by 28% layoffs across the board"  
[X Link](https://x.com/perry_lin1/status/2019183799544775018)  2026-02-04T22:58Z [----] followers, [----] engagements


"@StonkChris I become interested around $1.40"  
[X Link](https://x.com/perry_lin1/status/2019189563927761038)  2026-02-04T23:21Z [----] followers, [---] engagements


"@value_invest01 Timeframe"  
[X Link](https://x.com/perry_lin1/status/2019213636078825640)  2026-02-05T00:57Z [----] followers, [---] engagements


"@JonathanBTC Then be happy your bag is going up"  
[X Link](https://x.com/perry_lin1/status/2019244613744398451)  2026-02-05T03:00Z [----] followers, [---] engagements


"@XCapitalMgmt Cringe when an analyst asked about a breakup fee when none existed when $CORZ terminated $CRWV deal"  
[X Link](https://x.com/perry_lin1/status/2019263925280485417)  2026-02-05T04:16Z [----] followers, [----] engagements


"@JustUrAvgStonk Key support levels"  
[X Link](https://x.com/perry_lin1/status/2019387171434823938)  2026-02-05T12:26Z [----] followers, [---] engagements


"@McnallieM A lot lower. 30% across the board"  
[X Link](https://x.com/perry_lin1/status/2019419644776607887)  2026-02-05T14:35Z [----] followers, [---] engagements


"@brockfastnut @McnallieM Trying to help people. Non-professionals buy the dip too soon. If it doesnt materialize so be it. Ironically they werent buying at the same levels on the way up just a short time ago"  
[X Link](https://x.com/perry_lin1/status/2019422127716463074)  2026-02-05T14:45Z [----] followers, [---] engagements


"@Corner3s Sliced right through 13.50"  
[X Link](https://x.com/perry_lin1/status/2019480192876433429)  2026-02-05T18:36Z [----] followers, [---] engagements


"@bdinvestingg They mine a lot of crypto. They are still a crypto company"  
[X Link](https://x.com/perry_lin1/status/2019486496533758433)  2026-02-05T19:01Z [----] followers, [---] engagements


"@MattRooneyNJ @MikieSherrill Shes not going to fix them. Didnt you see the commercials Shes gonna lock in our high prices forever"  
[X Link](https://x.com/perry_lin1/status/2019486715174404504)  2026-02-05T19:02Z [----] followers, [---] engagements


"@BitcoinAIGuy Closer now"  
[X Link](https://x.com/perry_lin1/status/2019522933346185342)  2026-02-05T21:26Z [----] followers, [---] engagements


"@D_I_A_S_73 2-3 days"  
[X Link](https://x.com/perry_lin1/status/2019523124040200625)  2026-02-05T21:26Z [----] followers, [---] engagements


"@Cryptounderdog1 What did you say"  
[X Link](https://x.com/perry_lin1/status/2019523176250896407)  2026-02-05T21:27Z [----] followers, [---] engagements


"Lots of doubters but I stand by these levels. I also said $BITF $1.40. Possible bottoming levels: $CIFR $11 $IREN $32 $WULF $9.50 Thats where I would add Possible bottoming levels: $CIFR $11 $IREN $32 $WULF $9.50 Thats where I would add"  
[X Link](https://x.com/anyuser/status/2019523422749872256)  2026-02-05T21:27Z [----] followers, 10.7K engagements


"@McnallieM @IREN_Ltd ARR guidance did not go up still at $3.4B"  
[X Link](https://x.com/perry_lin1/status/2019527879802134784)  2026-02-05T21:45Z [----] followers, [----] engagements


"@WillyJohns86382 I have buy orders ready. Slowly laddering"  
[X Link](https://x.com/perry_lin1/status/2019531325053759602)  2026-02-05T21:59Z [----] followers, [---] engagements


"@WillyJohns86382 I never said that"  
[X Link](https://x.com/perry_lin1/status/2019531907655168413)  2026-02-05T22:01Z [----] followers, [--] engagements


"@WillyJohns86382 WULF has held up better but just broke the triangle. The support level is just lower on the name"  
[X Link](https://x.com/perry_lin1/status/2019534026814722052)  2026-02-05T22:10Z [----] followers, [--] engagements


"@WillyJohns86382 @PaulBPrager Southwest Power Pool"  
[X Link](https://x.com/perry_lin1/status/2019537888472601037)  2026-02-05T22:25Z [----] followers, [--] engagements


"@WillyJohns86382 @PaulBPrager SPP is not constrained with interconnect applications like ERCOT is"  
[X Link](https://x.com/perry_lin1/status/2019538553240449232)  2026-02-05T22:28Z [----] followers, [--] engagements


"@edge_of_power Market is no longer rewarding MW without leases. That premium that existed just a while ago is no more. You can see it in the muted reaction to the Terawulf acquisitions"  
[X Link](https://x.com/perry_lin1/status/2019539640244478125)  2026-02-05T22:32Z [----] followers, [----] engagements


"@blackgldrush @BitcoinAIGuy Im getting orders ready in a bunch of names. Laddering in"  
[X Link](https://x.com/perry_lin1/status/2019542177496658311)  2026-02-05T22:42Z [----] followers, [--] engagements


"@americanmlnm High 20s certainly possible but lets hope not"  
[X Link](https://x.com/perry_lin1/status/2019549426994590205)  2026-02-05T23:11Z [----] followers, [---] engagements


"@user889889 Nor do they have operational substations for HPC. They are building them as we speak"  
[X Link](https://x.com/perry_lin1/status/2019551871690825859)  2026-02-05T23:21Z [----] followers, [---] engagements


"@CapitanSteveo Did you forget $NOVO"  
[X Link](https://x.com/perry_lin1/status/2019598312194863389)  2026-02-06T02:25Z [----] followers, [---] engagements


"I warned everyone Sunday night. Hopefully folks reduced risk on Monday. Btc crashes. Bank implodes in Illinois. China raises margin requirements on gold & silver. $NVDA may not invest $100B Open Ai. Crypto related funds will draw down tomorrow and take all the miners down with them. $CIFR $HUT $IREN $RIOT $WULF. Feels like limit down for a Btc crashes. Bank implodes in Illinois. China raises margin requirements on gold & silver. $NVDA may not invest $100B Open Ai. Crypto related funds will draw down tomorrow and take all the miners down with them. $CIFR $HUT $IREN $RIOT $WULF. Feels like"  
[X Link](https://x.com/anyuser/status/2019612532173144244)  2026-02-06T03:22Z [----] followers, 10.1K engagements


"@sunny56778 Tomorrow it starts concludes by Monday and Tuesday back to normal I think"  
[X Link](https://x.com/perry_lin1/status/2019629010557497603)  2026-02-06T04:27Z [----] followers, [---] engagements


"I know it can open lower but $32 still feels like the right level to me. $IREN"  
[X Link](https://x.com/anyuser/status/2019663498146639877)  2026-02-06T06:44Z [----] followers, [----] engagements


"Continuing to add and dca into $RZLV slowly building a position. Initiated a position in $INTC yesterday"  
[X Link](https://x.com/anyuser/status/2019777796185178554)  2026-02-06T14:18Z [----] followers, [----] engagements


"@_NicoMV_ I think the next deal we hear about is Hawesville KY. They are waiting on word from NYISO on when power will drop for Cayuga and will probably hold off on a lease until then. Pretty sure [--] tenant will take all of it and my guess is Core [--] for Cayuga"  
[X Link](https://x.com/perry_lin1/status/2019845443627413745)  2026-02-06T18:47Z [----] followers, [---] engagements


"@hashoveride Are you moving the family to NYC"  
[X Link](https://x.com/perry_lin1/status/2019871832762094065)  2026-02-06T20:32Z [----] followers, [---] engagements


"@BitcoinAIGuy @Bitfarms_io They went from Carneyd to Mamdanid. No difference"  
[X Link](https://x.com/perry_lin1/status/2019872696411279692)  2026-02-06T20:35Z [----] followers, [---] engagements


"@John70930858164 Hyper growth recurring revenues cash runway to acquire compelling ai niche and unloved = winner"  
[X Link](https://x.com/perry_lin1/status/2019927145427136894)  2026-02-07T00:12Z [----] followers, [---] engagements


"@John70930858164 Organic growth with new sales force and enterprise partners but m&a still on the table"  
[X Link](https://x.com/perry_lin1/status/2020142669586944131)  2026-02-07T14:28Z [----] followers, [--] engagements


"@matrix12330430 $30 and $80"  
[X Link](https://x.com/perry_lin1/status/2020145393816719825)  2026-02-07T14:39Z [----] followers, [--] engagements


"@John70930858164 All you need to know $500M ARR guidance for [----]. 6-8x ARR is fair valuation for most SAAS companies"  
[X Link](https://x.com/perry_lin1/status/2020269404504957022)  2026-02-07T22:52Z [----] followers, [--] engagements


"This is why $WULF announcement of Morgantown MD generating station acquisition is a game changer and model nationally. Take an under utilized power plant bring investment dollars and bring on additional capacity to the grid while also generating your own power to support data centers. https://twitter.com/i/web/status/2020537552948679119 https://twitter.com/i/web/status/2020537552948679119"  
[X Link](https://x.com/perry_lin1/status/2020537552948679119)  2026-02-08T16:37Z [----] followers, [----] engagements


"@Hurls999 @ai No"  
[X Link](https://x.com/perry_lin1/status/2020551805411660270)  2026-02-08T17:34Z [----] followers, [---] engagements


"@matthew_sigel Why Sterling"  
[X Link](https://x.com/perry_lin1/status/2020856324922224727)  2026-02-09T13:44Z [----] followers, [----] engagements


"@edge_of_power Based on todays Google filing it seems like the other way around"  
[X Link](https://x.com/perry_lin1/status/2021275363834298669)  2026-02-10T17:29Z [----] followers, [----] engagements


"@matthew_sigel And you dont say sell very often"  
[X Link](https://x.com/perry_lin1/status/2021284656386052130)  2026-02-10T18:06Z [----] followers, [---] engagements


"@billbrextoncpa Thats when my client questions the pencil pusher directly on why his business wasnt a celebratory dinner"  
[X Link](https://x.com/perry_lin1/status/2021288864183173455)  2026-02-10T18:23Z [----] followers, [----] engagements


"To meet the compute capacity demands of AI training and inference as well as traditional cloud computing services we are entering into significant leasing arrangements with third party operators which may increase costs and operational complexity Large commercial agreements could also increase liabilities and obligations in the event of nonperformance by us our counterparties or vendors https://twitter.com/i/web/status/2021309373193048248 https://twitter.com/i/web/status/2021309373193048248"  
[X Link](https://x.com/perry_lin1/status/2021309373193048248)  2026-02-10T19:44Z [----] followers, [---] engagements


"@KashRamki Hardly. This is not a secret. Been priced in for a while"  
[X Link](https://x.com/perry_lin1/status/2021635208899183038)  2026-02-11T17:19Z [----] followers, [----] engagements


"@cvel317 @KashRamki Like I said its priced in hence the run-up in names like $IREN and $BE in the last year. Now the story is in their ability to deliver. Thats where the uncertainty lies and where the next leg up may come"  
[X Link](https://x.com/perry_lin1/status/2021767092450595144)  2026-02-12T02:03Z [----] followers, [---] engagements


"@StephenZeiner But Moses Lake is tiny and negligible"  
[X Link](https://x.com/perry_lin1/status/2022039566077898826)  2026-02-12T20:06Z [----] followers, [---] engagements


"$SEI [---] mw deal. https://www.tipranks.com/news/company-announcements/solaris-energy-signs-major-ai-data-center-power-deal https://www.tipranks.com/news/company-announcements/solaris-energy-signs-major-ai-data-center-power-deal"  
[X Link](https://x.com/anyuser/status/2022108336557113520)  2026-02-13T00:39Z [----] followers, [----] engagements


"@matthew_sigel thoughts on $SEI deal"  
[X Link](https://x.com/perry_lin1/status/2022132081690915112)  2026-02-13T02:13Z [----] followers, [----] engagements


"For some people but less so for high net worth individuals. We are talking about $500k+ income. Retirement contributions are not as important for this bracket and the opportunity cost in tying up funds have to be considered. Too much in your deferred 401k will lead to RMDs. Much more likely for high net worth folks. https://twitter.com/i/web/status/2013786046010388546 https://twitter.com/i/web/status/2013786046010388546"  
[X Link](https://x.com/perry_lin1/status/2013786046010388546)  2026-01-21T01:29Z [----] followers, [--] engagements


"@AnswerReality @matthew_sigel @edvestments I have expressed my displeasure and the reason provided to me was that they were catching up when unable to provide adequate comp during their distressed days. I dont like it"  
[X Link](https://x.com/perry_lin1/status/2015841251380101161)  2026-01-26T17:36Z [----] followers, [---] engagements


"$PUMP showing signs of breaking out"  
[X Link](https://x.com/perry_lin1/status/2015841516493693156)  2026-01-26T17:37Z [----] followers, [----] engagements


"@Daniel_wheeling Dont see a reason to"  
[X Link](https://x.com/perry_lin1/status/2017083147716862015)  2026-01-30T03:51Z [----] followers, [--] engagements


"@KurtSupeCPA Its not up to grandpa to teach. Either help or not its his money but dont use life lessons as justification"  
[X Link](https://x.com/perry_lin1/status/2017242927869669818)  2026-01-30T14:26Z [----] followers, [---] engagements


"@MEijkelenborg Did you see what AI and momentum stocks did"  
[X Link](https://x.com/perry_lin1/status/2017994808778686484)  2026-02-01T16:13Z [----] followers, [---] engagements


"@MEijkelenborg 20% lower is my guess"  
[X Link](https://x.com/perry_lin1/status/2017997321233965348)  2026-02-01T16:23Z [----] followers, [---] engagements


"@MEijkelenborg Also $SEI and $LBRT. $PUMP has propetro division that enables behind the meter generation with their turbines"  
[X Link](https://x.com/perry_lin1/status/2018382331812118848)  2026-02-02T17:53Z [----] followers, [---] engagements


"@Walsher448441 @heedoyoon @AnswerReality @matthew_sigel @chinoalemano @TheKamaHsutra @hashoveride @Bitfarms_io They are still building substations. The KY site Terawulf bought has a substation on it. BitFarms is just really behind and really expensive"  
[X Link](https://x.com/perry_lin1/status/2018499067488133215)  2026-02-03T01:37Z [----] followers, [---] engagements


"@AnswerReality @Walsher448441 @matthew_sigel @chinoalemano @TheKamaHsutra How is [--] mw gonna move the needle when it has a 1.8B market cap Thats a deal White Fiber would sign"  
[X Link](https://x.com/perry_lin1/status/2018504247487119604)  2026-02-03T01:58Z [----] followers, [---] engagements


"@heedoyoon @Walsher448441 @AnswerReality @matthew_sigel @chinoalemano @TheKamaHsutra @Bitfarms_io You sound very angry"  
[X Link](https://x.com/perry_lin1/status/2018551632007467298)  2026-02-03T05:06Z [----] followers, [---] engagements


"@karawiax @Filmdaddy77 Thats not true. They acquired Stronghold and their two sites specifically for HPC after they announced their pivot but neither of their [--] sites had appropriate substations for HPC nor did they have the power approved"  
[X Link](https://x.com/perry_lin1/status/2018870025055273452)  2026-02-04T02:11Z [----] followers, [--] engagements


"https://x.com/i/spaces/1LyxBXMWQZEGN https://x.com/i/spaces/1LyxBXMWQZEGN"  
[X Link](https://x.com/anyuser/status/1957140336695988458)  2025-08-17T17:59Z [----] followers, 33K engagements


"$SEI [---] mw deal. https://www.tipranks.com/news/company-announcements/solaris-energy-signs-major-ai-data-center-power-deal https://www.tipranks.com/news/company-announcements/solaris-energy-signs-major-ai-data-center-power-deal"  
[X Link](https://x.com/anyuser/status/2022108336557113520)  2026-02-13T00:39Z [----] followers, [----] engagements


"RT @realDanWagner: Today is a defining moment for Rezolve Ai. Weve completed the acquisition of 100% of Reward in a US$230m all-cash tran"  
[X Link](https://x.com/anyuser/status/2021284872019386392)  2026-02-10T18:07Z [----] followers, [--] engagements


"Today is a defining moment for Rezolve Ai. Weve completed the acquisition of 100% of Reward in a US$230m all-cash transaction. This isnt just an acquisition. Its the coming together of two businesses whose visions have been converging for years. Having served on Rewards board Ive seen firsthand the operational discipline scale and real-world impact they deliver to tens of millions of cardholders through the worlds leading banks and retailers. Gavin Dein and I go back a long way. Weve both believed that commerce and engagement were on a collision course. Bringing our companies together feels"  
[X Link](https://x.com/anyuser/status/2021260204818509931)  2026-02-10T16:29Z 11.4K followers, 10.7K engagements


"#love Rezolve Ai has acquired 100% of Reward Loyalty UK Limited for US$230 million paid entirely in cash from existing resources strengthening our core AI-commerce platform with scalable profitable and self-financing growth powered by Rewards live enterprise deployments across https://t.co/wWbrDGvrU3 Rezolve Ai has acquired 100% of Reward Loyalty UK Limited for US$230 million paid entirely in cash from existing resources strengthening our core AI-commerce platform with scalable profitable and self-financing growth powered by Rewards live enterprise deployments across https://t.co/wWbrDGvrU3"  
[X Link](https://x.com/anyuser/status/2021244234653667357)  2026-02-10T15:25Z 11.4K followers, 20.7K engagements


"$WULF State of their deals Lake Mariner - [--] MW for Core [--] - $1.6M/yr/MW 3% escalators - $430M CapEx ($7.16/MW) - funded from sale of Nautilus and 2/2030 $425M 2.75% CN - $92M avg NOI/85% margin - [---] MW Fluidstack/Google - $6.7B over initial [--] years - $4.33B project costs ($3.7B CapEx and $675M debt service/interest reserves) 11.8M/mw - funded with 9/2031 $1B 1% CN and $3.2B senior secured notes at 7.75% amortizing Delivery [--] MW 1st half [----] [---] MW by end of [----] - $570M avg annual NOI/85% margin Abernathy JV - [---] MW Fluidstack/Google - $8-$10M per MW CapEx - [--] year lease $9.8B"  
[X Link](https://x.com/anyuser/status/2019841682477318600)  2026-02-06T18:32Z [----] followers, [----] engagements


"Continuing to add and dca into $RZLV slowly building a position. Initiated a position in $INTC yesterday"  
[X Link](https://x.com/anyuser/status/2019777796185178554)  2026-02-06T14:18Z [----] followers, [----] engagements


"I know it can open lower but $32 still feels like the right level to me. $IREN"  
[X Link](https://x.com/anyuser/status/2019663498146639877)  2026-02-06T06:44Z [----] followers, [----] engagements


"I warned everyone Sunday night. Hopefully folks reduced risk on Monday. Btc crashes. Bank implodes in Illinois. China raises margin requirements on gold & silver. $NVDA may not invest $100B Open Ai. Crypto related funds will draw down tomorrow and take all the miners down with them. $CIFR $HUT $IREN $RIOT $WULF. Feels like limit down for a Btc crashes. Bank implodes in Illinois. China raises margin requirements on gold & silver. $NVDA may not invest $100B Open Ai. Crypto related funds will draw down tomorrow and take all the miners down with them. $CIFR $HUT $IREN $RIOT $WULF. Feels like"  
[X Link](https://x.com/anyuser/status/2019612532173144244)  2026-02-06T03:22Z [----] followers, 10.1K engagements


"Btc crashes. Bank implodes in Illinois. China raises margin requirements on gold & silver. $NVDA may not invest $100B Open Ai. Crypto related funds will draw down tomorrow and take all the miners down with them. $CIFR $HUT $IREN $RIOT $WULF. Feels like limit down for a couple of days. Position accordingly. https://twitter.com/i/web/status/2017991033930321970 https://twitter.com/i/web/status/2017991033930321970"  
[X Link](https://x.com/anyuser/status/2017991033930321970)  2026-02-01T15:58Z [----] followers, 41.6K engagements


"Lots of doubters but I stand by these levels. I also said $BITF $1.40. Possible bottoming levels: $CIFR $11 $IREN $32 $WULF $9.50 Thats where I would add Possible bottoming levels: $CIFR $11 $IREN $32 $WULF $9.50 Thats where I would add"  
[X Link](https://x.com/anyuser/status/2019523422749872256)  2026-02-05T21:27Z [----] followers, 10.7K engagements


"Possible bottoming levels: $CIFR $11 $IREN $32 $WULF $9.50 Thats where I would add"  
[X Link](https://x.com/anyuser/status/2019092126823297526)  2026-02-04T16:54Z [----] followers, 32.1K engagements


"the most alpha advice you can get in times like these when your favorite names get clipped. is to ignore all bimbos posting their multi-year trend expeliarmus supports and record low valuation blips do NOT buy supports in a downtrend - buy the strength AFTER decline know this"  
[X Link](https://x.com/anyuser/status/2019417716730298532)  2026-02-05T14:27Z 51.2K followers, 63.2K engagements


"RT @MarketMaestro1: $CIFR It looks a lot like $SOFI s pre false breakout setup. It broke the neckline R/S zone. If the weekly close stays"  
[X Link](https://x.com/anyuser/status/2019186661297390057)  2026-02-04T23:09Z [----] followers, [--] engagements


"$CIFR It looks a lot like $SOFI s pre false breakout setup. It broke the neckline R/S zone. If the weekly close stays like this it may correct to the green zone"  
[X Link](https://x.com/anyuser/status/2019093160333320549)  2026-02-04T16:58Z 42K followers, [----] engagements


"RT @MarketMaestro1: $WULF The market is in a negative delta position. Like I mentioned in my morning Smart Money report if a breakdown hap"  
[X Link](https://x.com/anyuser/status/2019186494972522924)  2026-02-04T23:09Z [----] followers, [--] engagements


"$WULF The market is in a negative delta position. Like I mentioned in my morning Smart Money report if a breakdown happens it gets sharp and were in a sharp selloff. The upside push couldnt hold and it got rejected at the averages. It dropped back to the triangle support line. decision point https://twitter.com/i/web/status/2019110040548900989 https://twitter.com/i/web/status/2019110040548900989"  
[X Link](https://x.com/anyuser/status/2019110040548900989)  2026-02-04T18:05Z 42K followers, [----] engagements


"Great for $CIFR and $WULF *ALPHABET SEES [----] CAPEX $175B TO $185B CONSENSUS $120B *ALPHABET SEES [----] CAPEX $175B TO $185B CONSENSUS $120B"  
[X Link](https://x.com/anyuser/status/2019157056926765063)  2026-02-04T21:12Z [----] followers, 13.5K engagements


"*ALPHABET SEES [----] CAPEX $175B TO $185B CONSENSUS $120B"  
[X Link](https://x.com/anyuser/status/2019155204134908045)  2026-02-04T21:04Z 57.8K followers, 64.1K engagements


"This is the best lesson to share on a day like this. Give this guy a follow. You will become a better investor. DON'T BUY A DECLINE BUY THE STRENGTH AFTER MUST KNOW THIS DON'T BUY A DECLINE BUY THE STRENGTH AFTER MUST KNOW THIS"  
[X Link](https://x.com/anyuser/status/2019143348779642960)  2026-02-04T20:17Z [----] followers, [----] engagements


"DON'T BUY A DECLINE BUY THE STRENGTH AFTER MUST KNOW THIS"  
[X Link](https://x.com/anyuser/status/1869478081100201993)  2024-12-18T20:21Z 51.2K followers, 461K engagements


"Have we seen the worst Buy the dip More pain ahead Buy the dip More pain ahead"  
[X Link](https://x.com/anyuser/status/2019141109637869670)  2026-02-04T20:08Z [----] followers, [----] engagements


"Heres the problem with Bitcoin $BTC: the bull case doesnt factor in price. Its the same bullish argument whether price is $10k $100k or $1M"  
[X Link](https://x.com/anyuser/status/2019092903297974467)  2026-02-04T16:57Z [----] followers, [----] engagements


"Everything AI related getting crushed"  
[X Link](https://x.com/anyuser/status/2019088585492750523)  2026-02-04T16:40Z [----] followers, [----] engagements


"The $WULF site in MD serves as the model for hyperscalers and data center operators to navigate the shark infested political waters where both political parties are against AI HPC data centers that drain energy resources. Acquire an underutilized [---] MW plant that can scale to [---] GW. Bring on generation where you can supply [---] MW to the grid (300 more than present) while also generating [--] GW of power for your own data center customers. WIN-WIN https://twitter.com/i/web/status/2018906809302405347 https://twitter.com/i/web/status/2018906809302405347"  
[X Link](https://x.com/anyuser/status/2018906809302405347)  2026-02-04T04:37Z [----] followers, [----] engagements


"Today on @CNBC Power Lunch with @SullyCNBC and $WULF CEO @PaulBPrager 🐺 Brian Sullivan: How do these two deals differ in WULFs goals for the future Prager: Hawesville meets an urgent need for available power. Morgantown is about where the market is going the idea of bring-your-own generation. Nice clear timelines for us investors backed by deep IPP execution experience. Its in their DNA 🧬 https://twitter.com/i/web/status/2018774827713060910 https://twitter.com/i/web/status/2018774827713060910"  
[X Link](https://x.com/anyuser/status/2018774827713060910)  2026-02-03T19:53Z [----] followers, [----] engagements


"$WULF Morgantown MD https://images1.showcase.com/d2/z0IuTHY3aV-3HwSC1DeDjwc2Mvm9HJVVZg4LBGHsitg/document.pdf https://images1.showcase.com/d2/z0IuTHY3aV-3HwSC1DeDjwc2Mvm9HJVVZg4LBGHsitg/document.pdf"  
[X Link](https://x.com/anyuser/status/2018660706087014742)  2026-02-03T12:19Z [----] followers, [----] engagements

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