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[@UncleAlpha007](/creator/twitter/UncleAlpha007)
"$LTBR named today in Morgan Stanley's National Security Basket alongside names like $oklo $aspi $LAC $mp"  
[X Link](https://x.com/UncleAlpha007/status/1977720518175297908) [@UncleAlpha007](/creator/x/UncleAlpha007) 2025-10-13T12:58Z 3472 followers, 5343 engagements


"Elon following Marc Ganzi CEO of DigitalBridge a digital infrastructure firm that has been underperforming is kind of interesting $DBRG for a spec play $iren $cifr $glxy"  
[X Link](https://x.com/UncleAlpha007/status/1977868941356573020) [@UncleAlpha007](/creator/x/UncleAlpha007) 2025-10-13T22:47Z 3472 followers, 2947 engagements


"$crm is an obvious buy imo for those that have a 2-3 year hold period"  
[X Link](https://x.com/UncleAlpha007/status/1978825877795262614) [@UncleAlpha007](/creator/x/UncleAlpha007) 2025-10-16T14:10Z 3472 followers, 1113 engagements


"$IREN could be looking at $15B+ EBITDA in a few years based on $ORCL OCI presentation today. At 20x EBITDA that would be a $300B Enterprise Value vs. less than $20B today. So 15X. Yes there will be costs to fund the buildout but the opportunity is still immense. And you're selling because the stock needs a breather or Chyna HFSP @theBTCMiningGuy @mikealfred"  
[X Link](https://x.com/UncleAlpha007/status/1978888913948127374) [@UncleAlpha007](/creator/x/UncleAlpha007) 2025-10-16T18:20Z 3472 followers, 27.9K engagements


"Framing $IREN's HUGE potential through $AMZN comparison Consider Amazon Web Services (AWS) used 3.5GW (see below) in 2021 and generated $18.5B in operating income from AWS. AWS probably traded around 40X operating income. That is a valuation of $720B IREN has 3GW and trades at a market cap of just $10B. higher @mikealfred @theBTCMiningGuy @StockSavvyShay @Umbisam"  
[X Link](https://x.com/UncleAlpha007/status/1969917747271495701) [@UncleAlpha007](/creator/x/UncleAlpha007) 2025-09-22T00:12Z 3459 followers, 49.7K engagements


"FULL SEND $iren $cifr"  
[X Link](https://x.com/UncleAlpha007/status/1978438384772149504) [@UncleAlpha007](/creator/x/UncleAlpha007) 2025-10-15T12:30Z 3458 followers, 5994 engagements


"$fmcc $fnma SPS update should be any day now unless the IPO slips into next year"  
[X Link](https://x.com/UncleAlpha007/status/1976370536394653849) [@UncleAlpha007](/creator/x/UncleAlpha007) 2025-10-09T19:33Z 3468 followers, 8454 engagements


"BTW if you think this is insane consider that in 2021 AWS used 3GW of power (similar to $IREN). Around that time famed investor and OG @DanielSLoeb1 valued AWS at $1.5T-$2T. With a "T""  
[X Link](https://x.com/UncleAlpha007/status/1978903258002288963) [@UncleAlpha007](/creator/x/UncleAlpha007) 2025-10-16T19:17Z 3468 followers, 1995 engagements


"Interesting the $EOSE is going parabolic when $ENS does 20x EOSEs 2025 estimated sales trades at just 11x earnings and is building one of the USs largest lithium battery plants in SC strangely EOS has a higher market cap"  
[X Link](https://x.com/UncleAlpha007/status/1977869557650854009) [@UncleAlpha007](/creator/x/UncleAlpha007) 2025-10-13T22:50Z 3472 followers, 36K engagements


"When ppl suggest $cifr is "extended" I literally have no idea wtf that means. If they sign the 300mw deal they are marketing which seems highly likely the stock will be undervalued on the deals its signed alone. That ignores the massive pipeline @rftylerpage"  
[X Link](https://x.com/UncleAlpha007/status/1978512360902922694) [@UncleAlpha007](/creator/x/UncleAlpha007) 2025-10-15T17:24Z 3472 followers, 18.4K engagements


"If gold can move XX% in a year adding $10T of value imagine what $btc can do on a $2T valuation @NickSzabo4"  
[X Link](https://x.com/UncleAlpha007/status/1978969264359915668) [@UncleAlpha007](/creator/x/UncleAlpha007) 2025-10-16T23:40Z 3472 followers, 1263 engagements