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[@icecube2000000](/creator/twitter/icecube2000000)
"@RealJimChanos @mikealfred @bitcoinbutcher1 Lmao Mike has never built anything haha"  
[X Link](https://x.com/icecube2000000/status/1980077549444059574) [@icecube2000000](/creator/x/icecube2000000) 2025-10-20T01:04Z XXX followers, XX engagements


"theres a number on $MP where I would go all in. Watching dip closely. I dont know how this is not the most important company in America right now outside of the mag7 or big X bank. I dont really understand why current revenue or EBITDA would even matter. XX billion MC is a joke"  
[X Link](https://x.com/icecube2000000/status/1978894104319631481) [@icecube2000000](/creator/x/icecube2000000) 2025-10-16T18:41Z XXX followers, XXX engagements


"I dare $MP to go into the 60's again. I will go on margin and buy the entire company"  
[X Link](https://x.com/icecube2000000/status/1978904985661288644) [@icecube2000000](/creator/x/icecube2000000) 2025-10-16T19:24Z XXX followers, XX engagements


"@DRockStocks I did always wonder why they diddnt build them in Canada cause it be easy to cool but I guess Trump wants them in the US but US consumer electricity prices are at ATH so they have been getting pushback from local authorities in the US"  
[X Link](https://x.com/icecube2000000/status/1979566273504706696) [@icecube2000000](/creator/x/icecube2000000) 2025-10-18T15:12Z XXX followers, XX engagements


"@chitchatstocks Then from there the growth catalysts would be if Aussia and Taiwan want anduril and Kraken production inside their borders. that could add another XXX million of revenue. facility kraken just built got stood up in X months. thats why people are pumping the stock"  
[X Link](https://x.com/icecube2000000/status/1980425048466026850) [@icecube2000000](/creator/x/icecube2000000) 2025-10-21T00:05Z XXX followers, XX engagements


"@DRockStocks I havent seen any evidence that the liberal government in Canada cares about the economy at all so I just dont see them giving the tax incentives and grid access necessary to an American mag X. I also dont understand why the stock is up so much already with no deals in place"  
[X Link](https://x.com/icecube2000000/status/1979566950855713251) [@icecube2000000](/creator/x/icecube2000000) 2025-10-18T15:15Z XXX followers, XX engagements


"$TAC . Data centers in Canada running into the same issue as US. Nobody wants them near them"  
[X Link](https://x.com/icecube2000000/status/1980128415144632717) [@icecube2000000](/creator/x/icecube2000000) 2025-10-20T04:26Z XXX followers, XX engagements


"@chitchatstocks XXX million revenue at XX% margins and XX P/E gets you a billion market cap. so they could grow into current MC by end of next year with taiwan and aussie as future growth catalysts to push stock to higher MC"  
[X Link](https://x.com/icecube2000000/status/1980425459549761735) [@icecube2000000](/creator/x/icecube2000000) 2025-10-21T00:06Z XXX followers, X engagements


"@GavMcCracken @toiletkingcap I dont understand how you got to this number of XXX with EV over XXX million and FCF at best 30-40 million for Q3. source for these Q4 numbers or can you explain how you got to this XXX number"  
[X Link](https://x.com/icecube2000000/status/1978926308202521005) [@icecube2000000](/creator/x/icecube2000000) 2025-10-16T20:49Z XXX followers, XX engagements


"@maddireidy @Boeing @anduriltech Good interview thanks"  
[X Link](https://x.com/icecube2000000/status/1980442578618347726) [@icecube2000000](/creator/x/icecube2000000) 2025-10-21T01:14Z XXX followers, XX engagements


"@VanIsleInvestor Any thoughts on $TAC"  
[X Link](https://x.com/icecube2000000/status/1980123681046372857) [@icecube2000000](/creator/x/icecube2000000) 2025-10-20T04:07Z XXX followers, XXX engagements


"$TAC Alberta sets X% data centre levy to boost AI investment Lol"  
[X Link](https://x.com/icecube2000000/status/1980128856381259986) [@icecube2000000](/creator/x/icecube2000000) 2025-10-20T04:28Z XXX followers, XX engagements


"$TAC Canada is such a joke hahahahahaha its 2025 STFU. Such a wild way to start an earnings call that you reported negative EPS for the 3rd quarter out of the last X lol"  
[X Link](https://x.com/icecube2000000/status/1980007390985502813) [@icecube2000000](/creator/x/icecube2000000) 2025-10-19T20:25Z XXX followers, XX engagements


"@cekdrew Was interesting that $TMC was down today"  
[X Link](https://x.com/icecube2000000/status/1979288663285526612) [@icecube2000000](/creator/x/icecube2000000) 2025-10-17T20:49Z XXX followers, XXX engagements


"@DRockStocks Most of the Q2 earnings call was about data centers. I just skimmed it. They diddnt really give any specifics besides they are tryna work with X customer and it would use all of its power from one of its coal plants they converted to Nat Gas"  
[X Link](https://x.com/icecube2000000/status/1980018162092449858) [@icecube2000000](/creator/x/icecube2000000) 2025-10-19T21:08Z XXX followers, XX engagements


"@ChrisCamillo $IREN operates data centers which is why the market gives it such a high multiple. $TAC is just utility company so doubt theres any real multiple expansion. Revenue could increase but the $IREN comp doesnt make sense"  
[X Link](https://x.com/icecube2000000/status/1980018831394226459) [@icecube2000000](/creator/x/icecube2000000) 2025-10-19T21:10Z XXX followers, XXX engagements


"@chitchatstocks I think one thing you missed in the pod is that they just stood up X new facilities and said at max capacity revenue should be $XXX million. And those facilities are opening in Q4 and with Andurils new facility also opening in Q4 they should be G2G"  
[X Link](https://x.com/icecube2000000/status/1980424722161758416) [@icecube2000000](/creator/x/icecube2000000) 2025-10-21T00:03Z XXX followers, XX engagements


"Idaho not so strategic reserve $IDR lol"  
[X Link](https://x.com/icecube2000000/status/1980668423681241307) [@icecube2000000](/creator/x/icecube2000000) 2025-10-21T16:12Z XXX followers, XX engagements


"$NVX down is kinda funny. Doesnt make a lot of sense"  
[X Link](https://x.com/icecube2000000/status/1980700820363702462) [@icecube2000000](/creator/x/icecube2000000) 2025-10-21T18:20Z XXX followers, XXX engagements