[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @yianisz Yiannis Zourmpanos Yiannis Zourmpanos posts on X about $mara, $iren, infrastructure, bitcoin the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::1474490409036521472/interactions)  - X Week XXXXXXX +328% - X Month XXXXXXX +352% - X Months XXXXXXX +463% - X Year XXXXXXXXX +4,234% ### Mentions: XX [#](/creator/twitter::1474490409036521472/posts_active)  - X Week XX +89% - X Month XX +123% - X Months XXX +79% - X Year XXX +1,078% ### Followers: XXXXX [#](/creator/twitter::1474490409036521472/followers)  - X Week XXXXX +16% - X Month XXXXX +36% - X Months XXXXX +370% - X Year XXXXX +1,851% ### CreatorRank: XXXXXXX [#](/creator/twitter::1474490409036521472/influencer_rank)  ### Social Influence [#](/creator/twitter::1474490409036521472/influence) --- **Social category influence** [stocks](/list/stocks) XXXXX% [finance](/list/finance) XXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% [technology brands](/list/technology-brands) XXXX% [countries](/list/countries) XXXX% **Social topic influence** [$mara](/topic/$mara) #37, [$iren](/topic/$iren) #117, [infrastructure](/topic/infrastructure) #1112, [bitcoin](/topic/bitcoin) 3.35%, [$clsk](/topic/$clsk) #117, [gpu](/topic/gpu) #941, [$eose](/topic/$eose) #151, [$wulf](/topic/$wulf) #98, [$nbis](/topic/$nbis) 1.67%, [$crwv](/topic/$crwv) #103 **Top accounts mentioned or mentioned by** [@thexcapitalist](/creator/undefined) [@girolia](/creator/undefined) [@weary_centurion](/creator/undefined) [@ehrazahmedd](/creator/undefined) [@hswinters13](/creator/undefined) [@fralsarenk](/creator/undefined) [@theholder20x](/creator/undefined) [@alc2022](/creator/undefined) [@mikelongterm](/creator/undefined) [@nftcollector68](/creator/undefined) [@bobbybrk_](/creator/undefined) [@louparipassu](/creator/undefined) [@nvidia](/creator/undefined) [@sofi](/creator/undefined) [@mvcinvesting](/creator/undefined) [@montanamatos](/creator/undefined) [@datadinvesting](/creator/undefined) [@riyadosofian](/creator/undefined) [@futurenvesting](/creator/undefined) [@anthonynoto](/creator/undefined) **Top assets mentioned** [MARA Holdings, Inc. (MARA)](/topic/$mara) [IREN Limited (IREN)](/topic/$iren) [Bitcoin (BTC)](/topic/bitcoin) [CLEANSPARK INC (CLSK)](/topic/$clsk) [Eos Energy Enterprises, Inc. (EOSE)](/topic/$eose) [TeraWulf Inc. (WULF)](/topic/$wulf) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [CoreWeave, Inc. (CRWV)](/topic/$crwv) [Applied Blockchain, Inc. Common Stock (APLD)](/topic/$apld) [Advanced Micro Devices (AMD)](/topic/$amd) [Astera Labs, Inc. Common Stock (ALAB)](/topic/$alab) [Hut X Mining Corp. (HUT)](/topic/$hut) [Cipher Mining Inc. Common Stock (CIFR)](/topic/$cifr) [Galaxy Digital Inc. (GLXY)](/topic/$glxy) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Oscar Health, Inc. (OSCR)](/topic/$oscr) [BITMINE IMMERSION TECH (BMNR)](/topic/$bmnr) [Vixco (VIX)](/topic/$vix) [Ameriprise Financial, Inc. (AMP)](/topic/ameriprise) [Microsoft Corp. (MSFT)](/topic/$msft) ### Top Social Posts [#](/creator/twitter::1474490409036521472/posts) --- Top posts by engagements in the last XX hours "$ASML puts $1.5B into Mistral AI. With XXXX% of sales tied to China this reads as supply-chain insurance not VC. The overlooked goal: de-risk export curbs and defend tool pricing. Consensus sees AI upside; the trade is a volatility hedge" [X Link](https://x.com/yianisz/status/1973096744159183135) [@yianisz](/creator/x/yianisz) 2025-09-30T18:44Z 6613 followers, 1174 engagements "$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 6631 followers, 149.1K 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 6616 followers, XXX engagements "Everyones focused on GPUs. The real bottleneck is power + land. $IREN just raised $875M in X% convertibles with capped calls set at a XXX% premium. Thats not a weak balance sheet move its a bet on being one of the few players with 2.9GW of secured renewable power and 810MW already running. While most chase chips IREN is quietly turning into an energy-backed AI infrastructure play" [X Link](https://x.com/yianisz/status/1976232572083478868) [@yianisz](/creator/x/yianisz) 2025-10-09T10:25Z 6626 followers, 35.4K engagements "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 6631 followers, 43.6K engagements "If $CLSK were valued like its AI-infrastructure peers it would trade near $40/share a nearly XXX% upside from today. At $XX investors are paying for the Bitcoin operation and getting the AI power grid for free" [X Link](https://x.com/yianisz/status/1978468212497842567) [@yianisz](/creator/x/yianisz) 2025-10-15T14:29Z 6627 followers, 1127 engagements "The difference is timing. IRENs AI revenue is visible now. MARAs will appear once Exaion integration closes likely in 2026. The market rewards what it can see. But the biggest payoffs come from what it cant yet" [X Link](https://x.com/yianisz/status/1978084515449798941) [@yianisz](/creator/x/yianisz) 2025-10-14T13:04Z 6632 followers, 6133 engagements "Lets talk valuation. $IREN trades near 83x EV/EBITDA. $MARA About 9x. Yet MARA generates $1.2B EBITDA controls XX EH/s and holds 50000 BTC. Its Exaion deal gives it a pipeline to AI revenue without issuing new shares. Same megawatts. Half the price" [X Link](https://x.com/yianisz/status/1978084514426405370) [@yianisz](/creator/x/yianisz) 2025-10-14T13:04Z 6590 followers, 5277 engagements "@hswinters13 Fair point - timing is everything. If a 2026 Bitcoin bear hits before $MARA lands AI/HPC contracts itll bleed. If it lands them first itll rerate overnight" [X Link](https://x.com/yianisz/status/1978374270976741578) [@yianisz](/creator/x/yianisz) 2025-10-15T08:15Z 6604 followers, XXX engagements "$ALAB down XX% on $AMD - Oracle GPU deal fears. AMDs own UALink standard was co-developed with Astera to keep AI infra open not replace it. This looks more like a valuation reset than a thesis break" [X Link](https://x.com/yianisz/status/1978194457666171326) [@yianisz](/creator/x/yianisz) 2025-10-14T20:21Z 6601 followers, 3111 engagements "In one line: IF $MARA closes Exaion and lands its first AI contracts its multiple will catch up fast. If not it remains tied to Bitcoins cycle. Thats what makes it an optionality play with asymmetric upside" [X Link](https://x.com/yianisz/status/1978084516322288052) [@yianisz](/creator/x/yianisz) 2025-10-14T13:04Z 6631 followers, 6276 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 6616 followers, XXX 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 $EOSE and more. See the full AI Power Plays watchlist here:" [X Link](https://x.com/yianisz/status/1978807137259172265) [@yianisz](/creator/x/yianisz) 2025-10-16T12:56Z 6627 followers, 3272 engagements "$IREN owns its MWs full vertical stack X GW contracted XXX MW online. $MARA runs an asset-light XXX GW network with $X B liquidity + Exaion HPC (1200 GPUs). Control vs capital two different routes to AI infrastructure scale. The winner is who converts MW to AI revenue fastest" [X Link](https://x.com/yianisz/status/1978345791719723421) [@yianisz](/creator/x/yianisz) 2025-10-15T06:22Z 6604 followers, XXX engagements "Both $IREN and $MARA started as Bitcoin miners. Both control massive data-center footprints. Both talk AI. But thats where the similarities end. $IREN went GPU-first. $MARA went grid-first. That single choice is the difference between narrative hype and structural dominance" [X Link](https://x.com/yianisz/status/1978084508927746169) [@yianisz](/creator/x/yianisz) 2025-10-14T13:04Z 6631 followers, 7561 engagements "The first AI stock boom was about silicon. $NVDA owned it. The next boom Its about power capacity and contracts the invisible backbone of AI infrastructure. If you missed $CRWV $NBIS and $IREN The next wave is already forming" [X Link](https://x.com/yianisz/status/1977717273335877813) [@yianisz](/creator/x/yianisz) 2025-10-13T12:45Z 6587 followers, 2023 engagements "Next its wiring those electrons into AI infrastructure. Partnership with TAE Power Solutions = turning Bitcoins flexible load into grid-stable AI compute. Acquisition of Exaion (EDF subsidiary) = direct access to European Tier-4 GDPR-compliant AI data centers. Thats how a miner becomes an energy landlord" [X Link](https://x.com/yianisz/status/1978084512702570990) [@yianisz](/creator/x/yianisz) 2025-10-14T13:04Z 6594 followers, 5665 engagements "Most investors see $EOSE strong bull run as euphoria its actually structural. Short interest still XX% of float but whales are loading long: $2.9M calls at $XXXXX and heavy dark-pool buys near $XX. Institutions also sold $2$5 puts worth $2.8M betting the floor is in. This isnt hype its positioning for a squeeze-plus-re-rating" [X Link](https://x.com/yianisz/status/1975183326139809976) [@yianisz](/creator/x/yianisz) 2025-10-06T12:56Z 6631 followers, 41.7K 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$19 for several sessions the squeeze pressure compounds and short sellers get crushed one margin call at a time" [X Link](https://x.com/yianisz/status/1978477307951042700) [@yianisz](/creator/x/yianisz) 2025-10-15T15:05Z 6631 followers, 24.2K engagements "$OSCR surged to $XXXX approaching its 52-week high after Trump paused the XXX% pharma import tariffs. Less import inflation = more predictable claims = margin tailwind. Still trading at just 0.46x forward P/S with 30%+ top-line growth Wall Street is pricing Oscar like a casualty when it may be a quiet winner of policy reshuffling" [X Link](https://x.com/yianisz/status/1975189121892007954) [@yianisz](/creator/x/yianisz) 2025-10-06T13:19Z 6587 followers, 7931 engagements "CleanSpark $CLSK runs XX EH/s owns X GW+ of power and mines Bitcoin at half the industry cost. Its already profitable self-funded and AI-ready yet valued XX% below peers like $IREN and $WULF. The setup before the next move" [X Link](https://x.com/yianisz/status/1978468187772436613) [@yianisz](/creator/x/yianisz) 2025-10-15T14:29Z 6627 followers, 4593 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. $APLD is the real estate backbone of the GPU economy" [X Link](https://x.com/yianisz/status/1978844633783247247) [@yianisz](/creator/x/yianisz) 2025-10-16T15:25Z 6631 followers, 3495 engagements "But heres where it gets interesting CleanSpark isnt only mining Bitcoin. Its quietly positioned to become a US digital power utility able to redirect its X GW capacity toward AI and HPC workloads as economics shift. The infrastructure is already built" [X Link](https://x.com/yianisz/status/1978468200867127598) [@yianisz](/creator/x/yianisz) 2025-10-15T14:29Z 6613 followers, XXX engagements "$MARA The Sleeping Giant XXX GW of capacity at $0.04/kWh $5B+ in liquidity Acquired EDFs Exaion HPC unit (1200 GPUs enterprise clients) If MARA lands AI contracts it can re-rate overnight" [X Link](https://x.com/yianisz/status/1977717279119888809) [@yianisz](/creator/x/yianisz) 2025-10-13T12:45Z 6632 followers, 12.1K engagements "$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 6593 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 6632 followers, 4735 engagements "The $VIX jumped XX% after Trumps new tariffs but thats not necessarily bearish. Investors are hedging not panicking. Theyre buying volatility to protect positions not dumping stocks. Historically sharp VIX jumps often mark short-term bottoms as fear peaks and opportunity returns. Volatility up today opportunity tomorrow" [X Link](https://x.com/yianisz/status/1977015329231716756) [@yianisz](/creator/x/yianisz) 2025-10-11T14:16Z 6594 followers, 2159 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 6627 followers, XXX engagements "Catalysts to watch: Named AI contracts (instant re-ratings) GPU partnership news (Nvidia AMD hyperscalers) Separate HPC revenue lines in filings Sovereign AI or government hosting deals Each one reclassifies a miner into an AI infrastructure stock" [X Link](https://x.com/yianisz/status/1977717284102684743) [@yianisz](/creator/x/yianisz) 2025-10-13T12:45Z 6585 followers, 1406 engagements "This isnt a crypto story anymore. Its an energy story and energy is the new currency of AI. CleanSpark converts electricity into digital value with unmatched efficiency. Thats why its quietly morphing into the backbone of decentralized compute while still printing cash" [X Link](https://x.com/yianisz/status/1978468210593935791) [@yianisz](/creator/x/yianisz) 2025-10-15T14:29Z 6627 followers, XXX engagements "Ameriprise downgrades $AMD to Hold. The Street still pins a mean target at $XXXXXX versus price near $XXXXXX. That gap signals visibility risk; when targets stay high but ratings slip the next move is often estimate cuts not breakouts" [X Link](https://x.com/yianisz/status/1972707147390550194) [@yianisz](/creator/x/yianisz) 2025-09-29T16:56Z 6605 followers, 1682 engagements "$EOSE is the overlooked AI power trade. +15% and just getting started. AI data centers will push global power demand to 4x. Capital crowds chips; grid-scale storage with full order books is the bottleneck and the margin lever" [X Link](https://x.com/yianisz/status/1977737950050894087) [@yianisz](/creator/x/yianisz) 2025-10-13T14:07Z 6597 followers, 3653 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 6598 followers, 10K engagements "I know some of you are tempted to trim or sell $NBIS after this explosive run past $XXX Heres what you need to know: Nebius isnt just another GPU rental shop. The $19B $MSFT deal validates a vertically integrated model: custom servers power arbitrage and a full-stack AI platform with embedded software margins. Wall Street still values $NBIS like a neocloud peer $CRWV but the efficiency gap is massive. Every MW Nebius energizes drives more ARR at lower cost. This is why $XXX isnt an exit signal. Its the start of a structural re-rating. My view: $200+ is where scale and efficiency converge" [X Link](https://x.com/yianisz/status/1974149940453548503) [@yianisz](/creator/x/yianisz) 2025-10-03T16:29Z 6594 followers, 20.3K 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 6623 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 6625 followers, XXX engagements "@FralsarenK @ShayneOnChayne Totally agree $CLSK offers better risk/reward but this isnt a zero-sum game. Each stock has its own catalysts and playbook" [X Link](https://x.com/yianisz/status/1978347897318940817) [@yianisz](/creator/x/yianisz) 2025-10-15T06:31Z 6601 followers, XXX engagements "$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 $5B Macquarie JV + NVIDIA backing Built in North Dakota XXXX PUE free cooling low-cost power and high-margin efficiency" [X Link](https://x.com/yianisz/status/1977717280583586091) [@yianisz](/creator/x/yianisz) 2025-10-13T12:45Z 6593 followers, XXX engagements "$IREN already earns from GPUs. $MARA is building the grid to power them cheaper. IRENs moat: hardware and contracts. MARAs moat: energy control load flexibility and sovereign infrastructure through EDFs Exaion. One monetizes the AI wave. The other will power it" [X Link](https://x.com/yianisz/status/1978084513554059441) [@yianisz](/creator/x/yianisz) 2025-10-14T13:04Z 6594 followers, 5473 engagements "$MARAs approach is slower but deeper. Its quietly built XXX GW of owned power capacity XX% fully operated at just $0.04/kWh. Thats some of the cheapest large-scale power in North America. While others rent GPUs $MARA owns the electrons" [X Link](https://x.com/yianisz/status/1978084510639042840) [@yianisz](/creator/x/yianisz) 2025-10-14T13:04Z 6622 followers, 7133 engagements "Most miners survive by diluting shareholders. $CLSK compounds through cash flow. It now holds 12703 Bitcoin ($1.5B) and $34.6M cash with total debt of $820M in a X% convertible note. Working capital: $933M. Thats a fortress balance sheet for a mid-cap" [X Link](https://x.com/yianisz/status/1978468195146387847) [@yianisz](/creator/x/yianisz) 2025-10-15T14:29Z 6613 followers, XXX engagements "$AMD AMD unveiled Helios an open rack-scale AI platform built with $META's ORW standard combining AMDs GPUs CPUs and networking into a full AI infrastructure solution. Most headlines will focus on the tech but the real story is what investors are not pricing in: AMD moved from a chip supplier to a full-stack AI infrastructure leader. That shift could unlock enormous long-term value yet the market still values AMD like a component vendor not a platform company" [X Link](https://x.com/yianisz/status/1978098560085176790) [@yianisz](/creator/x/yianisz) 2025-10-14T14:00Z 6601 followers, 2400 engagements "$EOSE slid X% after its S-3 filing for 7.3M shares. This isnt a fresh cash raise these are warrant resales from its SPAC legacy. - Real dilution risk = XXX% - Company only benefits if $XXXXX warrants are exercised ($84M potential inflow) - Already secured $300M financing + DOE loan So why the drop Traders fear near-term supply overhang after a big rally. Bigger picture: Eos has $19B pipeline reaffirmed XX guidance and enough liquidity to scale. Execution on backlog matters far more than a modest filing overhang" [X Link](https://x.com/yianisz/status/1974005858573918625) [@yianisz](/creator/x/yianisz) 2025-10-03T06:57Z 6597 followers, 14.1K engagements "$IRENs playbook was speed. It bought thousands of NVIDIA H100s signed multi-year AI cloud contracts and showed the market real GPU revenue. Result Instant validation. The stock re-rated from miner multiple to AI multiple. Proof Potential" [X Link](https://x.com/yianisz/status/1978084509779210682) [@yianisz](/creator/x/yianisz) 2025-10-14T13:04Z 6631 followers, 6757 engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
Yiannis Zourmpanos posts on X about $mara, $iren, infrastructure, bitcoin the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.
Social category influence stocks XXXXX% finance XXXX% cryptocurrencies XXXX% technology brands XXXX% countries XXXX%
Social topic influence $mara #37, $iren #117, infrastructure #1112, bitcoin 3.35%, $clsk #117, gpu #941, $eose #151, $wulf #98, $nbis 1.67%, $crwv #103
Top accounts mentioned or mentioned by @thexcapitalist @girolia @weary_centurion @ehrazahmedd @hswinters13 @fralsarenk @theholder20x @alc2022 @mikelongterm @nftcollector68 @bobbybrk_ @louparipassu @nvidia @sofi @mvcinvesting @montanamatos @datadinvesting @riyadosofian @futurenvesting @anthonynoto
Top assets mentioned MARA Holdings, Inc. (MARA) IREN Limited (IREN) Bitcoin (BTC) CLEANSPARK INC (CLSK) Eos Energy Enterprises, Inc. (EOSE) TeraWulf Inc. (WULF) Nebius Group N.V. Class A Ordinary Shares (NBIS) CoreWeave, Inc. (CRWV) Applied Blockchain, Inc. Common Stock (APLD) Advanced Micro Devices (AMD) Astera Labs, Inc. Common Stock (ALAB) Hut X Mining Corp. (HUT) Cipher Mining Inc. Common Stock (CIFR) Galaxy Digital Inc. (GLXY) NVIDIA Corp. (NVDA) Oscar Health, Inc. (OSCR) BITMINE IMMERSION TECH (BMNR) Vixco (VIX) Ameriprise Financial, Inc. (AMP) Microsoft Corp. (MSFT)
Top posts by engagements in the last XX hours
"$ASML puts $1.5B into Mistral AI. With XXXX% of sales tied to China this reads as supply-chain insurance not VC. The overlooked goal: de-risk export curbs and defend tool pricing. Consensus sees AI upside; the trade is a volatility hedge"
X Link @yianisz 2025-09-30T18:44Z 6613 followers, 1174 engagements
"$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 @yianisz 2025-10-14T13:04Z 6631 followers, 149.1K 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 @yianisz 2025-10-15T14:29Z 6616 followers, XXX engagements
"Everyones focused on GPUs. The real bottleneck is power + land. $IREN just raised $875M in X% convertibles with capped calls set at a XXX% premium. Thats not a weak balance sheet move its a bet on being one of the few players with 2.9GW of secured renewable power and 810MW already running. While most chase chips IREN is quietly turning into an energy-backed AI infrastructure play"
X Link @yianisz 2025-10-09T10:25Z 6626 followers, 35.4K engagements
"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 @yianisz 2025-10-10T12:29Z 6631 followers, 43.6K engagements
"If $CLSK were valued like its AI-infrastructure peers it would trade near $40/share a nearly XXX% upside from today. At $XX investors are paying for the Bitcoin operation and getting the AI power grid for free"
X Link @yianisz 2025-10-15T14:29Z 6627 followers, 1127 engagements
"The difference is timing. IRENs AI revenue is visible now. MARAs will appear once Exaion integration closes likely in 2026. The market rewards what it can see. But the biggest payoffs come from what it cant yet"
X Link @yianisz 2025-10-14T13:04Z 6632 followers, 6133 engagements
"Lets talk valuation. $IREN trades near 83x EV/EBITDA. $MARA About 9x. Yet MARA generates $1.2B EBITDA controls XX EH/s and holds 50000 BTC. Its Exaion deal gives it a pipeline to AI revenue without issuing new shares. Same megawatts. Half the price"
X Link @yianisz 2025-10-14T13:04Z 6590 followers, 5277 engagements
"@hswinters13 Fair point - timing is everything. If a 2026 Bitcoin bear hits before $MARA lands AI/HPC contracts itll bleed. If it lands them first itll rerate overnight"
X Link @yianisz 2025-10-15T08:15Z 6604 followers, XXX engagements
"$ALAB down XX% on $AMD - Oracle GPU deal fears. AMDs own UALink standard was co-developed with Astera to keep AI infra open not replace it. This looks more like a valuation reset than a thesis break"
X Link @yianisz 2025-10-14T20:21Z 6601 followers, 3111 engagements
"In one line: IF $MARA closes Exaion and lands its first AI contracts its multiple will catch up fast. If not it remains tied to Bitcoins cycle. Thats what makes it an optionality play with asymmetric upside"
X Link @yianisz 2025-10-14T13:04Z 6631 followers, 6276 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 @yianisz 2025-10-15T14:29Z 6616 followers, XXX 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 $EOSE and more. See the full AI Power Plays watchlist here:"
X Link @yianisz 2025-10-16T12:56Z 6627 followers, 3272 engagements
"$IREN owns its MWs full vertical stack X GW contracted XXX MW online. $MARA runs an asset-light XXX GW network with $X B liquidity + Exaion HPC (1200 GPUs). Control vs capital two different routes to AI infrastructure scale. The winner is who converts MW to AI revenue fastest"
X Link @yianisz 2025-10-15T06:22Z 6604 followers, XXX engagements
"Both $IREN and $MARA started as Bitcoin miners. Both control massive data-center footprints. Both talk AI. But thats where the similarities end. $IREN went GPU-first. $MARA went grid-first. That single choice is the difference between narrative hype and structural dominance"
X Link @yianisz 2025-10-14T13:04Z 6631 followers, 7561 engagements
"The first AI stock boom was about silicon. $NVDA owned it. The next boom Its about power capacity and contracts the invisible backbone of AI infrastructure. If you missed $CRWV $NBIS and $IREN The next wave is already forming"
X Link @yianisz 2025-10-13T12:45Z 6587 followers, 2023 engagements
"Next its wiring those electrons into AI infrastructure. Partnership with TAE Power Solutions = turning Bitcoins flexible load into grid-stable AI compute. Acquisition of Exaion (EDF subsidiary) = direct access to European Tier-4 GDPR-compliant AI data centers. Thats how a miner becomes an energy landlord"
X Link @yianisz 2025-10-14T13:04Z 6594 followers, 5665 engagements
"Most investors see $EOSE strong bull run as euphoria its actually structural. Short interest still XX% of float but whales are loading long: $2.9M calls at $XXXXX and heavy dark-pool buys near $XX. Institutions also sold $2$5 puts worth $2.8M betting the floor is in. This isnt hype its positioning for a squeeze-plus-re-rating"
X Link @yianisz 2025-10-06T12:56Z 6631 followers, 41.7K 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$19 for several sessions the squeeze pressure compounds and short sellers get crushed one margin call at a time"
X Link @yianisz 2025-10-15T15:05Z 6631 followers, 24.2K engagements
"$OSCR surged to $XXXX approaching its 52-week high after Trump paused the XXX% pharma import tariffs. Less import inflation = more predictable claims = margin tailwind. Still trading at just 0.46x forward P/S with 30%+ top-line growth Wall Street is pricing Oscar like a casualty when it may be a quiet winner of policy reshuffling"
X Link @yianisz 2025-10-06T13:19Z 6587 followers, 7931 engagements
"CleanSpark $CLSK runs XX EH/s owns X GW+ of power and mines Bitcoin at half the industry cost. Its already profitable self-funded and AI-ready yet valued XX% below peers like $IREN and $WULF. The setup before the next move"
X Link @yianisz 2025-10-15T14:29Z 6627 followers, 4593 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. $APLD is the real estate backbone of the GPU economy"
X Link @yianisz 2025-10-16T15:25Z 6631 followers, 3495 engagements
"But heres where it gets interesting CleanSpark isnt only mining Bitcoin. Its quietly positioned to become a US digital power utility able to redirect its X GW capacity toward AI and HPC workloads as economics shift. The infrastructure is already built"
X Link @yianisz 2025-10-15T14:29Z 6613 followers, XXX engagements
"$MARA The Sleeping Giant XXX GW of capacity at $0.04/kWh $5B+ in liquidity Acquired EDFs Exaion HPC unit (1200 GPUs enterprise clients) If MARA lands AI contracts it can re-rate overnight"
X Link @yianisz 2025-10-13T12:45Z 6632 followers, 12.1K engagements
"$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 @yianisz 2025-10-13T12:45Z 6593 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 @yianisz 2025-10-15T16:33Z 6632 followers, 4735 engagements
"The $VIX jumped XX% after Trumps new tariffs but thats not necessarily bearish. Investors are hedging not panicking. Theyre buying volatility to protect positions not dumping stocks. Historically sharp VIX jumps often mark short-term bottoms as fear peaks and opportunity returns. Volatility up today opportunity tomorrow"
X Link @yianisz 2025-10-11T14:16Z 6594 followers, 2159 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 @yianisz 2025-10-15T14:29Z 6627 followers, XXX engagements
"Catalysts to watch: Named AI contracts (instant re-ratings) GPU partnership news (Nvidia AMD hyperscalers) Separate HPC revenue lines in filings Sovereign AI or government hosting deals Each one reclassifies a miner into an AI infrastructure stock"
X Link @yianisz 2025-10-13T12:45Z 6585 followers, 1406 engagements
"This isnt a crypto story anymore. Its an energy story and energy is the new currency of AI. CleanSpark converts electricity into digital value with unmatched efficiency. Thats why its quietly morphing into the backbone of decentralized compute while still printing cash"
X Link @yianisz 2025-10-15T14:29Z 6627 followers, XXX engagements
"Ameriprise downgrades $AMD to Hold. The Street still pins a mean target at $XXXXXX versus price near $XXXXXX. That gap signals visibility risk; when targets stay high but ratings slip the next move is often estimate cuts not breakouts"
X Link @yianisz 2025-09-29T16:56Z 6605 followers, 1682 engagements
"$EOSE is the overlooked AI power trade. +15% and just getting started. AI data centers will push global power demand to 4x. Capital crowds chips; grid-scale storage with full order books is the bottleneck and the margin lever"
X Link @yianisz 2025-10-13T14:07Z 6597 followers, 3653 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 @yianisz 2025-10-13T16:27Z 6598 followers, 10K engagements
"I know some of you are tempted to trim or sell $NBIS after this explosive run past $XXX Heres what you need to know: Nebius isnt just another GPU rental shop. The $19B $MSFT deal validates a vertically integrated model: custom servers power arbitrage and a full-stack AI platform with embedded software margins. Wall Street still values $NBIS like a neocloud peer $CRWV but the efficiency gap is massive. Every MW Nebius energizes drives more ARR at lower cost. This is why $XXX isnt an exit signal. Its the start of a structural re-rating. My view: $200+ is where scale and efficiency converge"
X Link @yianisz 2025-10-03T16:29Z 6594 followers, 20.3K 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 @yianisz 2025-10-13T12:45Z 6623 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 @yianisz 2025-10-13T12:45Z 6625 followers, XXX engagements
"@FralsarenK @ShayneOnChayne Totally agree $CLSK offers better risk/reward but this isnt a zero-sum game. Each stock has its own catalysts and playbook"
X Link @yianisz 2025-10-15T06:31Z 6601 followers, XXX engagements
"$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 $5B Macquarie JV + NVIDIA backing Built in North Dakota XXXX PUE free cooling low-cost power and high-margin efficiency"
X Link @yianisz 2025-10-13T12:45Z 6593 followers, XXX engagements
"$IREN already earns from GPUs. $MARA is building the grid to power them cheaper. IRENs moat: hardware and contracts. MARAs moat: energy control load flexibility and sovereign infrastructure through EDFs Exaion. One monetizes the AI wave. The other will power it"
X Link @yianisz 2025-10-14T13:04Z 6594 followers, 5473 engagements
"$MARAs approach is slower but deeper. Its quietly built XXX GW of owned power capacity XX% fully operated at just $0.04/kWh. Thats some of the cheapest large-scale power in North America. While others rent GPUs $MARA owns the electrons"
X Link @yianisz 2025-10-14T13:04Z 6622 followers, 7133 engagements
"Most miners survive by diluting shareholders. $CLSK compounds through cash flow. It now holds 12703 Bitcoin ($1.5B) and $34.6M cash with total debt of $820M in a X% convertible note. Working capital: $933M. Thats a fortress balance sheet for a mid-cap"
X Link @yianisz 2025-10-15T14:29Z 6613 followers, XXX engagements
"$AMD AMD unveiled Helios an open rack-scale AI platform built with $META's ORW standard combining AMDs GPUs CPUs and networking into a full AI infrastructure solution. Most headlines will focus on the tech but the real story is what investors are not pricing in: AMD moved from a chip supplier to a full-stack AI infrastructure leader. That shift could unlock enormous long-term value yet the market still values AMD like a component vendor not a platform company"
X Link @yianisz 2025-10-14T14:00Z 6601 followers, 2400 engagements
"$EOSE slid X% after its S-3 filing for 7.3M shares. This isnt a fresh cash raise these are warrant resales from its SPAC legacy. - Real dilution risk = XXX% - Company only benefits if $XXXXX warrants are exercised ($84M potential inflow) - Already secured $300M financing + DOE loan So why the drop Traders fear near-term supply overhang after a big rally. Bigger picture: Eos has $19B pipeline reaffirmed XX guidance and enough liquidity to scale. Execution on backlog matters far more than a modest filing overhang"
X Link @yianisz 2025-10-03T06:57Z 6597 followers, 14.1K engagements
"$IRENs playbook was speed. It bought thousands of NVIDIA H100s signed multi-year AI cloud contracts and showed the market real GPU revenue. Result Instant validation. The stock re-rated from miner multiple to AI multiple. Proof Potential"
X Link @yianisz 2025-10-14T13:04Z 6631 followers, 6757 engagements
/creator/twitter::yianisz