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# ![@yianisz Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1474490409036521472.png) @yianisz Yiannis Zourmpanos

Yiannis Zourmpanos posts on X about $apld, $nbis, bitcoin, $mara the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXXX engagements in the last XX hours.

### Engagements: XXXXXX [#](/creator/twitter::1474490409036521472/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1474490409036521472/c:line/m:interactions.svg)

- X Week XXXXXXX -XX%
- X Month XXXXXXX +416%
- X Months XXXXXXXXX +474%
- X Year XXXXXXXXX +4,527%

### Mentions: XX [#](/creator/twitter::1474490409036521472/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1474490409036521472/c:line/m:posts_active.svg)

- X Week XX +1.90%
- X Month XX +150%
- X Months XXX +79%
- X Year XXX +1,043%

### Followers: XXXXX [#](/creator/twitter::1474490409036521472/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1474490409036521472/c:line/m:followers.svg)

- X Week XXXXX +5.60%
- X Month XXXXX +38%
- X Months XXXXX +371%
- X Year XXXXX +1,917%

### CreatorRank: XXXXXXX [#](/creator/twitter::1474490409036521472/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1474490409036521472/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1474490409036521472/influence)
---

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

**Social topic influence**
[$apld](/topic/$apld) #12, [$nbis](/topic/$nbis) #40, [bitcoin](/topic/bitcoin) 7.94%, [$mara](/topic/$mara) #22, [$wulf](/topic/$wulf) #130, [$iren](/topic/$iren) #256, [$eose](/topic/$eose) #263, [$clsk](/topic/$clsk) #31, [$crwv](/topic/$crwv) #39, [terawulf](/topic/terawulf) #138

**Top accounts mentioned or mentioned by**
[@girolia](/creator/undefined) [@fralsarenk](/creator/undefined) [@hswinters13](/creator/undefined) [@theholder20x](/creator/undefined) [@trevcare](/creator/undefined) [@isfall](/creator/undefined) [@truedat999](/creator/undefined) [@amitisinvesting](/creator/undefined) [@wealthonmars](/creator/undefined) [@shayneonchayne](/creator/undefined) [@jackmenshaw](/creator/undefined) [@wemillionaire](/creator/undefined) [@degen_gamba](/creator/undefined) [@adriano7aleo](/creator/undefined) [@stockmeetups](/creator/undefined) [@waltera09213626](/creator/undefined) [@mikealfred](/creator/undefined) [@ibkrray3000](/creator/undefined) [@super_cycle](/creator/undefined) [@babyfolio](/creator/undefined)

**Top assets mentioned**
[Applied Blockchain, Inc. Common Stock (APLD)](/topic/$apld) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Bitcoin (BTC)](/topic/bitcoin) [MARA Holdings, Inc. (MARA)](/topic/$mara) [TeraWulf Inc. (WULF)](/topic/$wulf) [IREN Limited (IREN)](/topic/$iren) [Eos Energy Enterprises, Inc. (EOSE)](/topic/$eose) [CLEANSPARK INC (CLSK)](/topic/$clsk) [CoreWeave, Inc. (CRWV)](/topic/$crwv) [Cipher Mining Inc. Common Stock (CIFR)](/topic/$cifr) [Galaxy Digital Inc. (GLXY)](/topic/$glxy) [Ameriprise Financial, Inc. (AMP)](/topic/ameriprise) [Advanced Micro Devices (AMD)](/topic/$amd) [BITMINE IMMERSION TECH (BMNR)](/topic/$bmnr) [Hut X Mining Corp. (HUT)](/topic/$hut) [Fluence Energy, Inc. Class A Common Stock (FLNC)](/topic/$flnc) [Bitfarms Ltd. (BITF)](/topic/$bitf)
### Top Social Posts [#](/creator/twitter::1474490409036521472/posts)
---
Top posts by engagements in the last XX hours

"Most investors still dont get why $EOSE matters for the AI era. Every new AI data center needs 24/7 powerbut the grid cant handle that demand. Lithium batteries help for a few hours but they overheat degrade fast and depend on China. Eos Znyth Z3 battery is different: Made in the US XXX% safe and non-flammable. Runs for XXX hours without losing capacity. Works in extreme heat or coldno fancy cooling needed. Lasts 20+ years with millions of cycles. This means AI data centers can run nonstop while cutting grid strain and energy costs"  
[X Link](https://x.com/yianisz/status/1976626103587336512) [@yianisz](/creator/x/yianisz) 2025-10-10T12:29Z 6780 followers, 43.8K engagements


"@JackMenshaw Everyones chasing $OKLO's nuclear promise but ignoring the real grid play already producing hardware. AI power demand isnt waiting for new reactors its being met by deployable long-duration storage like $EOSE's Znyth tech today"  
[X Link](https://x.com/yianisz/status/1979811453852098768) [@yianisz](/creator/x/yianisz) 2025-10-19T07:26Z 6693 followers, XXX engagements


"Ameriprise downgrades $AMD to Hold. The Street still pins a mean target at $XXXXXX versus price near $XXXXXX. That gap signals visibility risk; when targets stay high but ratings slip the next move is often estimate cuts not breakouts"  
[X Link](https://x.com/yianisz/status/1972707147390550194) [@yianisz](/creator/x/yianisz) 2025-09-29T16:56Z 6816 followers, 1694 engagements


"$ASML puts $1.5B into Mistral AI. With XXXX% of sales tied to China this reads as supply-chain insurance not VC. The overlooked goal: de-risk export curbs and defend tool pricing. Consensus sees AI upside; the trade is a volatility hedge"  
[X Link](https://x.com/yianisz/status/1973096744159183135) [@yianisz](/creator/x/yianisz) 2025-09-30T18:44Z 6839 followers, 1177 engagements


"That visibility changed everything. IREN went from Bitcoin miner to AI data-center stock. Wall Street could finally model its cash flows. Thats why it re-rated 10x. It monetized power not just owned it"  
[X Link](https://x.com/yianisz/status/1977717277454709219) [@yianisz](/creator/x/yianisz) 2025-10-13T12:45Z 6826 followers, XXX engagements


"Now a second wave is forming. And this is where the real opportunity lies. - Marathon Digital $MARA - Applied Digital $APLD - TeraWulf $WULF all racing to replicate the $IREN playbook at scale"  
[X Link](https://x.com/yianisz/status/1977717278293565904) [@yianisz](/creator/x/yianisz) 2025-10-13T12:45Z 6826 followers, XXX engagements


"$MARA The Sleeping Giant XXX GW of capacity at $0.04/kWh $5B+ in liquidity Acquired EDFs Exaion HPC unit (1200 GPUs enterprise clients) If MARA lands AI contracts it can re-rate overnight"  
[X Link](https://x.com/yianisz/status/1977717279119888809) [@yianisz](/creator/x/yianisz) 2025-10-13T12:45Z 6818 followers, 12.4K engagements


"I keep getting messages to sell $NBIS. Let me remind you were still early. Most investors are trading headlines. Im tracking capacity-to-ARR conversion the single metric that actually prices Nebius future. Each MW of Nebius AI power generates $5M in recurring revenue. For context: $430M ARR / XXX MW (connected) = $2M/MW. But only 100175 MW are active $2.5$4.3M/MW. So $5M/MW isnt hype = its the forward run-rate once utilization + pricing mature. Theyve already secured 1000 MW+ for 2026. $47B ARR potential 57x ARR = $2049B EV Scale to X GW by 202829 and youre talking $914B ARR $6398B EV. Add"  
[X Link](https://x.com/yianisz/status/1977773089384526218) [@yianisz](/creator/x/yianisz) 2025-10-13T16:27Z 6807 followers, 10.1K engagements


"Q3 2025 was CleanSparks most profitable quarter ever: $198.6M revenue (+91% YoY) $257M net income ($0.90/share) XX% gross margin $377.7M adjusted EBITDA XX EH/s operational hash rate (5.8% of global power) And it did all this without raising equity since 2024funding growth entirely from operations"  
[X Link](https://x.com/yianisz/status/1978468191480504746) [@yianisz](/creator/x/yianisz) 2025-10-15T14:29Z 6798 followers, XXX engagements


"AI data centers are starving for power. Hyperscalers cant build fast enough. $CLSK's sites spread across Georgia Tennessee and Wyoming sit right next to utility substations with high cooling density. When GPU economics make sense these sites can flip in months not years"  
[X Link](https://x.com/yianisz/status/1978468203643785245) [@yianisz](/creator/x/yianisz) 2025-10-15T14:29Z 6814 followers, XXX engagements


"Peers like $IREN and TeraWulf $WULF have already been rewarded for pivoting to AI. Their valuations exploded. $CLSK trades at just 5.5x forward P/S despite XX% projected revenue growth to $1.13B in FY2026. The rerating gap is wide open"  
[X Link](https://x.com/yianisz/status/1978468207108424013) [@yianisz](/creator/x/yianisz) 2025-10-15T14:29Z 6809 followers, XXX engagements


"Whales are circling $BMNR. Short interest sits at XXX% of float but the off-exchange short volume (27%) tells a deeper story a lot of activity is happening in the dark. Meanwhile option flow shows a massive $4.4M PUT buy at $XX vs. $3.6M CALL buys at $XX and heavy dark pool support around $51$53. Translation Smart money is hedging aggressively while still accumulating at lower levels. If $BMNR holds the $XX zone this looks more like accumulation than capitulation"  
[X Link](https://x.com/yianisz/status/1978499358363415018) [@yianisz](/creator/x/yianisz) 2025-10-15T16:33Z 6808 followers, 4871 engagements


"AIs next boom isnt models its megawatts (MW). Global data-center demand will 3x by 2030. Whoever controls power + cooling wins the AI race. Example stocks powering the GPU era: $NBIS $CRWV $IREN $WULF $CIFR $APLD $HUT $MARA $CLSK $GLXY $EOSE and more. See the full AI Power Plays watchlist here:"  
[X Link](https://x.com/yianisz/status/1978807137259172265) [@yianisz](/creator/x/yianisz) 2025-10-16T12:56Z 6836 followers, 3564 engagements


"$EOSE was an easy pick. For asymmetric investors FCF per share is the ultimate tell. $EOSE cut cash burn from $XXXX to $0.97/share since 2022 an XX% improvement powered by automation shipment growth and $90M/year 45X credits. Still red but the slope just flipped. Thats how early inflection points look before re-ratings"  
[X Link](https://x.com/yianisz/status/1978824608259129615) [@yianisz](/creator/x/yianisz) 2025-10-16T14:05Z 6818 followers, 9028 engagements


"not the end its the reckoning. - $CRWV and $NBIS are selling compute as yield. - $APLD $IREN $WULF $CLSK and others are still selling power as hope. Only a few will survive the transition from hashrate to ARR. The markets done funding empty MW its paying for monetized ones"  
[X Link](https://x.com/yianisz/status/1979811010903966026) [@yianisz](/creator/x/yianisz) 2025-10-19T07:25Z 6822 followers, 1051 engagements


"$CLSK's pivot confirms the thesis: bitcoin miners are morphing into AI infrastructure yield plays. It controls X GW of power with Georgia sites near $0.045/kWhprime for GPU rack conversions. New SVP Jeffrey Thomas (ex-Humain Saudi AI data centers) brings execution pedigree. Each MW once mining BTC can now earn 510x ARR through AI compute. The markets still valuing it like a miner"  
[X Link](https://x.com/yianisz/status/1980260318841393164) [@yianisz](/creator/x/yianisz) 2025-10-20T13:10Z 6856 followers, XXX engagements


"$APLD The Execution Leader XXX MW live expanding to XXX MW+ Hosting NVIDIA H100 clusters with real AI-cloud revenue $75M Together AI deal already paying $5B Macquarie JV + NVIDIA backing Built in North Dakota XXXX PUE free cooling low-cost power and high-margin efficiency"  
[X Link](https://x.com/yianisz/status/1977717280583586091) [@yianisz](/creator/x/yianisz) 2025-10-13T12:45Z 6904 followers, 1026 engagements


"$WULF The Google-Backed Player TeraWulf just secured XXX MW of AI hosting deals with Fluidstack backed by Googles $1.8B guarantee and 10-year payments. Its powered by hydro + nuclear energy at $0.04/kWh ultra-cheap zero-carbon and built for GPUs. WULF isnt just mining Bitcoin anymore. Its selling power to the AI boom"  
[X Link](https://x.com/yianisz/status/1977717282324328471) [@yianisz](/creator/x/yianisz) 2025-10-13T12:45Z 6904 followers, XXX engagements


"$IREN proved that miners can become AI landlords. $MARA built the power grid to scale it. One sells GPUs the other owns the megawatts. Lets break down the real race"  
[X Link](https://x.com/yianisz/status/1978084507413623011) [@yianisz](/creator/x/yianisz) 2025-10-14T13:04Z 6905 followers, 152.7K engagements


"Everyone saw $EOSE's $XX price target. But few noticed whats really happening under the hood. - XX% of $EOSEs float is shorted. - Whales just dropped $18M+ into calls and sold $12M in puts at $XX. That means institutions are betting the stock stays above $XX. When shorts borrow 80M+ shares and price breaks higher they dont lose they have to buy back. Thats forced demand. Its not if theyll cover its when they cant avoid it. At this pace once $EOSE holds above $18$19 for several sessions the squeeze pressure compounds and short sellers get crushed one margin call at a time"  
[X Link](https://x.com/yianisz/status/1978477307951042700) [@yianisz](/creator/x/yianisz) 2025-10-15T15:05Z 6901 followers, 24.6K engagements


"If $CRWV builds its own data centers why rent from Applied Digital $APLD Simple: speed power and scale. X. APLD already locked in cheap megawatts cold climate and liquid-cooled AI-ready campuses. X. CoreWeave cant wait X years for new grid hookups it rents to deploy GPUs now. X. APLD builds the infrastructure; CoreWeave focuses its capital on GPUs and clients. Its Amazon leasing warehouses instead of building every one. $APLD is the real estate backbone of the GPU economy"  
[X Link](https://x.com/yianisz/status/1978844633783247247) [@yianisz](/creator/x/yianisz) 2025-10-16T15:25Z 6905 followers, 4775 engagements


"$CLSK's pivot confirms the thesis: bitcoin miners are morphing into AI infrastructure yield plays. It controls X GW of power with Georgia sites near $0.045/kWhprime for GPU rack conversions. New SVP Jeffrey Thomas (ex-Humain Saudi AI data centers) brings execution pedigree. Each MW once mining BTC can now earn 510x ARR through AI compute. The markets still valuing it like a miner. $NBIS $CRWV $IREN $WULF $CIFR $APLD $HUT $MARA $CLSK $GLXY"  
[X Link](https://x.com/yianisz/status/1980261935506456938) [@yianisz](/creator/x/yianisz) 2025-10-20T13:16Z 6893 followers, 3582 engagements


"Following the $EOSE bull run for zinc batteries the market is now eyeing $FLNC the player quietly scaling control of the grids MW. Fluence now manages XXX GW (16.7 GWh) of deployed capacity up XX% YoY with another XXX GW contracted. Thats nearly XX GW of grid-scale storage under its umbrella more energy than Californias evening-peak demand"  
[X Link](https://x.com/yianisz/status/1980271535307870289) [@yianisz](/creator/x/yianisz) 2025-10-20T13:55Z 6905 followers, 5675 engagements


"$NBIS is crashing but whales are buying it. While retail panic sells smart money just dropped $11.7M on $XX calls and $8.5M on $XX calls. Thats not fear thats accumulation. and for those still watching waiting for a perfect entry as $NBIS keeps climbing this pullback might be your only real chance to get in before the next run"  
[X Link](https://x.com/yianisz/status/1980625869833138499) [@yianisz](/creator/x/yianisz) 2025-10-21T13:23Z 6905 followers, 59.6K engagements


"I was asked why would whales buy $XX calls on $NBIS if its trading above $XXX Because thats a synthetic long and not a gamble. Its a way to act long without alerting the market. Same upside as stock. Less capital. Minimal time decay. In short theyre quietly building size not betting"  
[X Link](https://x.com/yianisz/status/1980644744360345754) [@yianisz](/creator/x/yianisz) 2025-10-21T14:38Z 6905 followers, 9268 engagements


"Galaxys $GLXY record quarter confirmed whats becoming clear the real AI bottleneck isnt GPUs its POWER. Its 800MW $CRWV contract wont generate revenue until 2026 proving these AI-HPC pivots take years not quarters. Thats the key takeaway for $CLSK $BITF $MARA $CIFR $APLD and others. energized MW today are worth far more than promised GPUs tomorrow. Galaxy also showed how tenant credit drives financing strong hyperscaler clients lower capital costs while GPU-as-a-Service remains too risky. the AI power race is real but slow. The winners will be those who already control the power not those"  
[X Link](https://x.com/yianisz/status/1980998891328716822) [@yianisz](/creator/x/yianisz) 2025-10-22T14:05Z 6905 followers, 3669 engagements


"Soluna Holdings $SLNH is one of the most speculative bets on my radar but the setup is hard to ignore. Its not just a miner. Its turning wasted renewable energy into compute power for Bitcoin and soon AI. Their 48MW site in Texas (Dorothy 2) already runs 8500 miners using wind power the grid cant absorb. Next up: Project Kati a 166MW campus designed for AI + Bitcoin hosting. Market cap $130M. Backers Generate Capital + Spring Lane. Catalysts Dorothy X full energization + Kati tenant signings in Q4Q1. High risk. But if they execute Soluna could be one of the first real renewable compute plays"  
[X Link](https://x.com/yianisz/status/1979876683302769129) [@yianisz](/creator/x/yianisz) 2025-10-19T11:46Z 6905 followers, 18.8K engagements


"$NBIS now $XX. This isnt fundamentals breaking its leverage unwinding. Short-dated gamma margin calls and thin liquidity magnify every tick. The thesis hasnt changed: ARR MW ramp Blackwell rollout all intact. Capitulation looks brutal up close. See you on the other side"  
[X Link](https://x.com/yianisz/status/1981039136975769865) [@yianisz](/creator/x/yianisz) 2025-10-22T16:45Z 6905 followers, 11.4K engagements