[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.] [@ilzmcfly](/creator/twitter/ilzmcfly) "What if I told you that $CIFR owns more land and power than $NBIS and $CRWV Combined π«’" [X Link](https://x.com/ilzmcfly/status/1976330317221986793) [@ilzmcfly](/creator/x/ilzmcfly) 2025-10-09T16:54Z 1001 followers, 24.2K engagements "V3 Holding is a major shareholder and is probably the culprit for this after hours action. $CIFR" [X Link](https://x.com/ilzmcfly/status/1978973339512119464) [@ilzmcfly](/creator/x/ilzmcfly) 2025-10-16T23:56Z 1002 followers, 4519 engagements "Like Kevin OLeary said own the picks and shovels of AI: $IREN $CIFR $NBIS $CRWV" [X Link](https://x.com/ilzmcfly/status/1979239702575165891) [@ilzmcfly](/creator/x/ilzmcfly) 2025-10-17T17:34Z 1001 followers, XXX engagements "Even if thats theoretically correct were not going to the gym were owning the gym π $IREN" [X Link](https://x.com/ilzmcfly/status/1979241710233223497) [@ilzmcfly](/creator/x/ilzmcfly) 2025-10-17T17:42Z 1001 followers, XXX engagements "What a beautiful chart by $IREN. 100B Mkt Cap is Possible. This thing is Palantir'ing Will $CIFR follow Its time" [X Link](https://x.com/ilzmcfly/status/1975675460139802767) [@ilzmcfly](/creator/x/ilzmcfly) 2025-10-07T21:31Z XXX followers, 16.4K engagements "Classic $GLXY $WULF Copium holder. ππ" [X Link](https://x.com/ilzmcfly/status/1978226930764624150) [@ilzmcfly](/creator/x/ilzmcfly) 2025-10-14T22:30Z XXX followers, XXX engagements "Kevin OLeary on AI Datacenters: $CIFR $IREN" [X Link](https://x.com/ilzmcfly/status/1978290218701635729) [@ilzmcfly](/creator/x/ilzmcfly) 2025-10-15T02:41Z XXX followers, 2274 engagements "$CIFR INSTITUTIONS WANT TO RUN THIS TO XX π€«" [X Link](https://x.com/ilzmcfly/status/1978452463276401025) [@ilzmcfly](/creator/x/ilzmcfly) 2025-10-15T13:26Z XXX followers, XXX engagements "$CIFR GO TIME π" [X Link](https://x.com/ilzmcfly/status/1978452650879336691) [@ilzmcfly](/creator/x/ilzmcfly) 2025-10-15T13:27Z XXX followers, XXX engagements "Carefull when your buying BTC to DC Stocks. Some are crap and will fool you with price action. $IREN $CIFR $BITF $WULF $HIVE $CLSK $RIOT $MARA $SLNH $GLXY $APLD" [X Link](https://x.com/ilzmcfly/status/1978453924559335612) [@ilzmcfly](/creator/x/ilzmcfly) 2025-10-15T13:32Z XXX followers, XXX engagements "$AMD $XXX is in the cards. Open AI and separate Oracle Deal Confirmed this. META will be a large purchaser too. Amazon Google Microsoft will follow and so will every other major AI Player" [X Link](https://x.com/ilzmcfly/status/1978460502360559728) [@ilzmcfly](/creator/x/ilzmcfly) 2025-10-15T13:58Z XXX followers, XXX engagements "Dont sleep on $CIFR they are the boogeyman in this AI Boom. 2.8GW in the pipeline. Next best to $IREN β " [X Link](https://x.com/ilzmcfly/status/1978460839968383071) [@ilzmcfly](/creator/x/ilzmcfly) 2025-10-15T13:59Z XXX followers, XXX engagements "Will today be the Vote. Many online sources mention it may happen today. $WULF Shareholders. If Voted NO it may delay project by a year" [X Link](https://x.com/ilzmcfly/status/1978462955592171607) [@ilzmcfly](/creator/x/ilzmcfly) 2025-10-15T14:08Z XXX followers, XXX engagements "Kevin OLeary on DC Players: $IREN $CIFR $BITF $WULF $HIVE $CLSK $RIOT $MARA $SLNH $GLXY $APLD" [X Link](https://x.com/ilzmcfly/status/1978468220202889599) [@ilzmcfly](/creator/x/ilzmcfly) 2025-10-15T14:29Z XXX followers, XXX engagements "$CIFR π Im seeing a common theme that $CIFR is still a largest holding amongst investors. @wayneliangs @danielnewmanUV Some would ask why π€«" [X Link](https://x.com/ilzmcfly/status/1978474923979939903) [@ilzmcfly](/creator/x/ilzmcfly) 2025-10-15T14:55Z XXX followers, XXX engagements "$APLD Up XXXXX% After Hours Applied Digital Corp (APLD) reported its Q1 FY2026 earnings surpassing analysts expectations with a notable revenue and earnings per share (EPS) beat. The company recorded an adjusted EPS of -$0.03 significantly outperforming the forecasted -$0.14. Revenue reached $XXXX million exceeding the projected $XXXXX million. Financial Highlights Revenue: $XXXX mlion up XX% year-over-year Adjusted EPS: -$0.03 compared to a forecast of -$0.14 Net loss: $XXXX million or $XXXX per share Adjusted EBITDA: $XXX million Cash position: $XXXXX million Debt: $XXXXX million Outlook &" [X Link](https://x.com/ilzmcfly/status/1976416379604513121) [@ilzmcfly](/creator/x/ilzmcfly) 2025-10-09T22:35Z XXX followers, 1142 engagements "$WULF Shareholders This month we will find out if Cayuga Site gets Towns Approval. There is board town meeting held on Oct 15th. The specified date of vote is not clear but we can expect it to be announced on the 15th" [X Link](https://x.com/ilzmcfly/status/1977732638002540954) [@ilzmcfly](/creator/x/ilzmcfly) 2025-10-13T13:46Z XXX followers, XXX engagements "$WULF is lagging and I believe this has to do with the Town Board Approval of its Cayuga Site. We shall see the verdict" [X Link](https://x.com/ilzmcfly/status/1977777894769254630) [@ilzmcfly](/creator/x/ilzmcfly) 2025-10-13T16:46Z XXX followers, XXX engagements "$IREN $CIFR The two best positioned DC Players ready to take advantage of this We are early folks β π" [X Link](https://x.com/ilzmcfly/status/1978461420934025610) [@ilzmcfly](/creator/x/ilzmcfly) 2025-10-15T14:02Z XXX followers, XXX engagements "Short Term Mkt Cap Target: UPDATE $IREN 19.98/32B Valuation $CIFR 8.61/18B Valuation $BITF 3.45/4.5B Valuation $WULF 6.60/9B Valuation $APLD 10.86/15B Valuation" [X Link](https://x.com/ilzmcfly/status/1978464962759565694) [@ilzmcfly](/creator/x/ilzmcfly) 2025-10-15T14:16Z XXX followers, XXX engagements "This price action on $BITF is crazy haha. XXX in Market Cap Value is in the cards short term for me. I dont see it going much higher than 8-10. They will need more than 50MW 2026 and 250MW 2027 in the pipeline for AI/HPC. Things can move in their favour if the Quebec sites get regulatory approval but Quebec is a pain in the ass to deal with π Lets see what is said on the space today with Ben" [X Link](https://x.com/ilzmcfly/status/1978525238695502002) [@ilzmcfly](/creator/x/ilzmcfly) 2025-10-15T18:15Z XXX followers, XXX engagements "@TheLongInvest You tout $ACHR $HIMS $ASTS like cmon. π" [X Link](https://x.com/ilzmcfly/status/1978900303689752810) [@ilzmcfly](/creator/x/ilzmcfly) 2025-10-16T19:06Z XXX followers, 2004 engagements "@ducks2007quack @CIFR_IREN_CLSK It already announced one at 168MW. So I would say its transitioning off bitcoin mining dependancy" [X Link](https://x.com/ilzmcfly/status/1978932062858973476) [@ilzmcfly](/creator/x/ilzmcfly) 2025-10-16T21:12Z XXX followers, XXX engagements "Turbelence is expected. Lock in $CIFR" [X Link](https://x.com/ilzmcfly/status/1978962494774218939) [@ilzmcfly](/creator/x/ilzmcfly) 2025-10-16T23:13Z XXX followers, XXX engagements "After hour Update: $CIFR -XXXX% $IREN -XXXX% $WULF -XXXX% $BITF -XXXX% π" [X Link](https://x.com/ilzmcfly/status/1978986634633675160) [@ilzmcfly](/creator/x/ilzmcfly) 2025-10-17T00:49Z XXX followers, 3903 engagements "πOvernight Update: $CIFR -XXXX% $IREN -XXXX% $BITF -XXXX% $WULF -3.10%" [X Link](https://x.com/ilzmcfly/status/1978997565845647502) [@ilzmcfly](/creator/x/ilzmcfly) 2025-10-17T01:32Z XXX followers, 2832 engagements "For any $WULF Investors that is interested in the Lansing Town Board Meeting they have a youtube channel and go live today 6:30 PM. Todays meeting may or may mot affect the Cayuga Site Buildout" [X Link](https://x.com/ilzmcfly/status/1978552893541167232) [@ilzmcfly](/creator/x/ilzmcfly) 2025-10-15T20:05Z XXX followers, XXX engagements "In the past week nothing has changed for $CIFR or $IREN. The tarrifs nonsense has not affected their business. Yet they are down the most. Cant make this up. Manipulation in real time" [X Link](https://x.com/ilzmcfly/status/1979189839242170657) [@ilzmcfly](/creator/x/ilzmcfly) 2025-10-17T14:16Z XXX followers, 1206 engagements "Selling $HIMS was one of the best financial decisions I made. Not a bear. The stock is terrible to own. Idc if it goes to $XXX $XXX $XXX. Its highly volatile. Imo I dont like the Pharma/healthcare sector the risk to reward is not worth it. $OSCR was also a terrible own. The fundamentals will look intact but one bad catalyst and it falls off a cliff. I look at this sector as very sensitive. IMO if your going to buy into healthcare stocks buy dirt cheap. Your risk to reward will always be better" [X Link](https://x.com/ilzmcfly/status/1979215978295607552) [@ilzmcfly](/creator/x/ilzmcfly) 2025-10-17T16:00Z XXX followers, XXX engagements "In honour of $NBIS I will bring this back. The same guys that were pushing for $HIMS are pushing for $NBIS. Will we see a re-rate to the down side" [X Link](https://x.com/ilzmcfly/status/1979241280107319487) [@ilzmcfly](/creator/x/ilzmcfly) 2025-10-17T17:41Z XXX followers, XXX engagements "As of now the market has priced in X deal in for $CIFR I believe the stock is now tracing to new highs for a potential second deal by the end of the year. $CIFR Currently has XX MW available now at Barber Lake and 150MW to 300MW at Black Pearl. We do not know the size of the next deal but I believe at a minimum it will take the stock to a $10B Mkt Cap. Their cash sits at very healthy position with the CEO in a recent X space saying they have allot of cash right now more cash than they thought they needed and they are in very healthy spot. Cipher has also expressed buying GPU's and plugging" [X Link](https://x.com/ilzmcfly/status/1974597590244061198) [@ilzmcfly](/creator/x/ilzmcfly) 2025-10-04T22:08Z 1000 followers, 55.2K engagements "Okay folks so this will be coming up for $WULF Investors and will be interesting. $WULF recently executed a long term lease for XXX acres at Cayuga site in Lansing New York. The ground lease has a Term of XX Years It has capacity of up to 400MW and 138MW is expected to come online second half 2026 but. On October XX there will be a vote on the development permit / site plan approval. The Issue is that local resident are strongly opposing the data center project due to environmental concerns specifically the industrial water intake systems. Opponents worry about thermal pollution heating the" [X Link](https://x.com/ilzmcfly/status/1975942552726515903) [@ilzmcfly](/creator/x/ilzmcfly) 2025-10-08T15:13Z 1001 followers, 1418 engagements "@Kingjames550055" [X Link](https://x.com/ilzmcfly/status/1977387427196031219) [@ilzmcfly](/creator/x/ilzmcfly) 2025-10-12T14:54Z 1001 followers, XX engagements "$CIFR I dont think people understand that this next deal will be mega bullish for $CIFR. Why Right now half of black pearl phase X is built phase X is under way. The amount of cash they will raise from this 300MW deal is insane. They already have 1.3B plus access to another 1-2B as re-fi with the google backstop. Thats just from their first 168MW deal (The 1-2 re-fi is nog needed for the barber lake construction its just extra cushionπ). The second deal wont need as much Infra construction as it is already half built and brand new. So If the next deal goes similar to the first they may raise" [X Link](https://x.com/ilzmcfly/status/1978536159350251932) [@ilzmcfly](/creator/x/ilzmcfly) 2025-10-15T18:59Z 1002 followers, 2454 engagements "$WULF Lancing Town Board Meeting Tonight: - More than expected people have showed up tonight - Almost every Citizien that has spoke are in favour of the of proposed momatorium of Cayuga Site. (Basically against the buildout of the datacenter) There seems to be no vote tonight maybe next meeting. The power is up to the Five Board Members" [X Link](https://x.com/ilzmcfly/status/1978615446610825582) [@ilzmcfly](/creator/x/ilzmcfly) 2025-10-16T00:14Z 1001 followers, XXX engagements "$CIFR $IREN Holding Strong πͺπ» Quality Crap" [X Link](https://x.com/ilzmcfly/status/1978821867994595501) [@ilzmcfly](/creator/x/ilzmcfly) 2025-10-16T13:54Z XXX followers, 1006 engagements "If you own $APLD you are very lucky you can sell and buy $CIFR right now" [X Link](https://x.com/ilzmcfly/status/1978862597270073814) [@ilzmcfly](/creator/x/ilzmcfly) 2025-10-16T16:36Z 1001 followers, 2618 engagements "$AMD has been performing really strong after that $ORCL news. I think it validated the thesis. Both CEOs stated that the 50k GPU order is separate from #OpenAI and that #OpenAI definitely has the cash to spend 100B on AMD gpus. It wants $300" [X Link](https://x.com/ilzmcfly/status/1978872645518004722) [@ilzmcfly](/creator/x/ilzmcfly) 2025-10-16T17:16Z XXX followers, XXX engagements "Right now $CIFR is trending better than $IREN $WULF $BITF Lets see how this plays out π" [X Link](https://x.com/ilzmcfly/status/1978882651495756237) [@ilzmcfly](/creator/x/ilzmcfly) 2025-10-16T17:56Z 1000 followers, XXX engagements "Fundementally nothing changed today. Just a red day. This dip will be bought the next will be bought and we will go screaming GREEN into the end fo the year $CIFR" [X Link](https://x.com/ilzmcfly/status/1978921460522426378) [@ilzmcfly](/creator/x/ilzmcfly) 2025-10-16T20:30Z 1000 followers, XXX engagements "I just went through all the latest news revolving around $CIFR and $IREN that I reposted within the last X days and I cannot be more bullish" [X Link](https://x.com/ilzmcfly/status/1978921667435897269) [@ilzmcfly](/creator/x/ilzmcfly) 2025-10-16T20:31Z 1000 followers, 1225 engagements "$CIFR Dumping after hours -6.54%" [X Link](https://x.com/ilzmcfly/status/1978970594214392162) [@ilzmcfly](/creator/x/ilzmcfly) 2025-10-16T23:45Z 1001 followers, 2409 engagements "Out of all stocks why is $CIFR down the most" [X Link](https://x.com/ilzmcfly/status/1979180654911684675) [@ilzmcfly](/creator/x/ilzmcfly) 2025-10-17T13:40Z 1002 followers, 1410 engagements "$SPY $NASDAQ just went green. Yet $CIFR is down 8.5%. They are manipulating Ai stocks and shaking everyone out" [X Link](https://x.com/ilzmcfly/status/1979190384694550746) [@ilzmcfly](/creator/x/ilzmcfly) 2025-10-17T14:18Z XXX followers, XXX engagements "Greg is a Killer Signing π $CIFR is gearing up for something π" [X Link](https://x.com/ilzmcfly/status/1979220281462829447) [@ilzmcfly](/creator/x/ilzmcfly) 2025-10-17T16:17Z XXX followers, XXX engagements "One of the $CIFR bears has now gone bullish Can we get Ellis Wyatt on here too @mikealfred stands correct. He did his DD and hired an analyst from BlackStone to help him interview XX Mining companies 2-3 years ago. His conclusion was $CIFR and $IREN had the best management" [X Link](https://x.com/ilzmcfly/status/1979250464530022508) [@ilzmcfly](/creator/x/ilzmcfly) 2025-10-17T18:17Z 1000 followers, 1624 engagements "You can buy $BITF for a 3B mkt cap and 300MW AI/HPC Pipeline or you can buy $CIFR for 7.4B and 2.8GW AI/HPC Pipeline and ready to serve now. were just getting started $CIFR Texas" [X Link](https://x.com/ilzmcfly/status/1979316326834540715) [@ilzmcfly](/creator/x/ilzmcfly) 2025-10-17T22:39Z 1002 followers, 14K engagements "Misleading. Right now they stated that their only focus is on panther creek which is 350MW. Quebec Sites are far from regulatory approval. Washington site is 18MW. The 1.3GW is a estimate based on their Stronghold Digital Mining acquisition which includes 307MW available power now which will be used for panther creek. No sites have been excplicity mentioned in its 1.3GW pipeline outlook. Just potential expansion" [X Link](https://x.com/ilzmcfly/status/1979386108698910818) [@ilzmcfly](/creator/x/ilzmcfly) 2025-10-18T03:16Z 1002 followers, XXX engagements "wdum instead of chasing both stocks have ran up. $BITF has raised 500m with interest for a 50MW in end of 2026 and XXX in 2027. $CIFR raised 1.3B with no interest for 168MW lease starting in 2026 + they have a google backstop. They also have 563MW available now with XXX GW ready in 2026-2027. $BITF has said 1.3GW (350mw panther creek) in their PA pipeline but sole focus is on panther creek no other sites have been announced as of yet" [X Link](https://x.com/ilzmcfly/status/1979392802740928801) [@ilzmcfly](/creator/x/ilzmcfly) 2025-10-18T03:43Z 1002 followers, 1052 engagements "The new CFO Hire at $CIFR is no random. He is a vet in the space and by the far most experienced since 2017. He knows about almost every deal and structure in the bitcoin mining space. He is also not unfamiliar with Cipher. In the video below you see him on a panel with the Co-President of Cipher Mining in early 2025. This was a great hire for $CIFR no kidding they announced it on Time Square. Great things ahead S/O to @NFTGroudon for the find" [X Link](https://x.com/ilzmcfly/status/1979405130643497178) [@ilzmcfly](/creator/x/ilzmcfly) 2025-10-18T04:32Z 1002 followers, 9017 engagements "@GlobalCollapse @humbledbudget $CIFR has laid out the timeline size and sites of their pipe. $BITF claims 1.3GW but only laid out panther creek for 50MW in 2026 and 300MW in 2027 What is the rest of their pipewe dont have names of the sites nor timelines for them" [X Link](https://x.com/ilzmcfly/status/1979544301936754926) [@ilzmcfly](/creator/x/ilzmcfly) 2025-10-18T13:45Z 1001 followers, XXX engagements "Brother I am not hating. I have done extensive research on $BITF. I was originally bullish but as I dug deeper I soon realized how far out they are. The quebec sites are out of reach. The washington site is for 18MW the 1.3GW in their pipeline is only for Pennsylvania. They only mention Panther Creek which is 350MW is size and available by 2026-2027. None of their other sites are being converted to AI/HPC. They have stated they will be kept for btc mining. Their sole focus is on PA but no other sites has been mention in their pipe just panther creek Its just not clear. $CIFR $IREN these" [X Link](https://x.com/ilzmcfly/status/1979548171052204316) [@ilzmcfly](/creator/x/ilzmcfly) 2025-10-18T14:00Z 1002 followers, XXX engagements "@willmayo20 @daknakamoto Yes I believe that was because $BITF was undervalued. My short term mkt cap target is 4.5B" [X Link](https://x.com/ilzmcfly/status/1979565917315977641) [@ilzmcfly](/creator/x/ilzmcfly) 2025-10-18T15:11Z 1002 followers, XXX engagements "@willmayo20 @daknakamoto $CIFR is 18B $BITF also diluted its shareholders so it idk how the market will feel it could compress to a 3.5-4B" [X Link](https://x.com/ilzmcfly/status/1979567077724725408) [@ilzmcfly](/creator/x/ilzmcfly) 2025-10-18T15:15Z 1002 followers, XXX engagements "@michaeld19992 Wulf had a similar deal but not that similar. They already fully leased Lake Mariner. Diluted allot to raise cash for build out. Lake Cayuga is going through local town approval. It may or may not get approved. Besided that they have nothing else in the pipeline" [X Link](https://x.com/ilzmcfly/status/1979592052032630813) [@ilzmcfly](/creator/x/ilzmcfly) 2025-10-18T16:54Z 1000 followers, XX engagements "@michaeld19992 okay brother and you think thats bullish Even if it gets approved. What are other sites do they have You did not asnwer that" [X Link](https://x.com/ilzmcfly/status/1979620289744138500) [@ilzmcfly](/creator/x/ilzmcfly) 2025-10-18T18:47Z 1000 followers, XX engagements "Cmon we all know Texas is way cheaper for energy costs than New York. And look at the amount of big AI companeis starting to build in Texas. Its actually a great area too build it without regualtory approval for so many things. $CIFR CEO said they have energy costs XXX per kWh. Do you not think thats more appealing than TeraWulf's XXX to XXX. latency. We all know dark fiber connected to a Dallas hub will dramatically reduce latency. And people think its expensive its actually very not. Say what you will but I believe Texas is more efficient and easier to run than any other state. The 1.85M to" [X Link](https://x.com/ilzmcfly/status/1979626409669566637) [@ilzmcfly](/creator/x/ilzmcfly) 2025-10-18T19:11Z 1002 followers, XXX 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.]
@ilzmcfly
"What if I told you that $CIFR owns more land and power than $NBIS and $CRWV Combined π«’"
X Link @ilzmcfly 2025-10-09T16:54Z 1001 followers, 24.2K engagements
"V3 Holding is a major shareholder and is probably the culprit for this after hours action. $CIFR"
X Link @ilzmcfly 2025-10-16T23:56Z 1002 followers, 4519 engagements
"Like Kevin OLeary said own the picks and shovels of AI: $IREN $CIFR $NBIS $CRWV"
X Link @ilzmcfly 2025-10-17T17:34Z 1001 followers, XXX engagements
"Even if thats theoretically correct were not going to the gym were owning the gym π $IREN"
X Link @ilzmcfly 2025-10-17T17:42Z 1001 followers, XXX engagements
"What a beautiful chart by $IREN. 100B Mkt Cap is Possible. This thing is Palantir'ing Will $CIFR follow Its time"
X Link @ilzmcfly 2025-10-07T21:31Z XXX followers, 16.4K engagements
"Classic $GLXY $WULF Copium holder. ππ"
X Link @ilzmcfly 2025-10-14T22:30Z XXX followers, XXX engagements
"Kevin OLeary on AI Datacenters: $CIFR $IREN"
X Link @ilzmcfly 2025-10-15T02:41Z XXX followers, 2274 engagements
"$CIFR INSTITUTIONS WANT TO RUN THIS TO XX π€«"
X Link @ilzmcfly 2025-10-15T13:26Z XXX followers, XXX engagements
"$CIFR GO TIME π"
X Link @ilzmcfly 2025-10-15T13:27Z XXX followers, XXX engagements
"Carefull when your buying BTC to DC Stocks. Some are crap and will fool you with price action. $IREN $CIFR $BITF $WULF $HIVE $CLSK $RIOT $MARA $SLNH $GLXY $APLD"
X Link @ilzmcfly 2025-10-15T13:32Z XXX followers, XXX engagements
"$AMD $XXX is in the cards. Open AI and separate Oracle Deal Confirmed this. META will be a large purchaser too. Amazon Google Microsoft will follow and so will every other major AI Player"
X Link @ilzmcfly 2025-10-15T13:58Z XXX followers, XXX engagements
"Dont sleep on $CIFR they are the boogeyman in this AI Boom. 2.8GW in the pipeline. Next best to $IREN β
"
X Link @ilzmcfly 2025-10-15T13:59Z XXX followers, XXX engagements
"Will today be the Vote. Many online sources mention it may happen today. $WULF Shareholders. If Voted NO it may delay project by a year"
X Link @ilzmcfly 2025-10-15T14:08Z XXX followers, XXX engagements
"Kevin OLeary on DC Players: $IREN $CIFR $BITF $WULF $HIVE $CLSK $RIOT $MARA $SLNH $GLXY $APLD"
X Link @ilzmcfly 2025-10-15T14:29Z XXX followers, XXX engagements
"$CIFR π Im seeing a common theme that $CIFR is still a largest holding amongst investors. @wayneliangs @danielnewmanUV Some would ask why π€«"
X Link @ilzmcfly 2025-10-15T14:55Z XXX followers, XXX engagements
"$APLD Up XXXXX% After Hours Applied Digital Corp (APLD) reported its Q1 FY2026 earnings surpassing analysts expectations with a notable revenue and earnings per share (EPS) beat. The company recorded an adjusted EPS of -$0.03 significantly outperforming the forecasted -$0.14. Revenue reached $XXXX million exceeding the projected $XXXXX million. Financial Highlights Revenue: $XXXX mlion up XX% year-over-year Adjusted EPS: -$0.03 compared to a forecast of -$0.14 Net loss: $XXXX million or $XXXX per share Adjusted EBITDA: $XXX million Cash position: $XXXXX million Debt: $XXXXX million Outlook &"
X Link @ilzmcfly 2025-10-09T22:35Z XXX followers, 1142 engagements
"$WULF Shareholders This month we will find out if Cayuga Site gets Towns Approval. There is board town meeting held on Oct 15th. The specified date of vote is not clear but we can expect it to be announced on the 15th"
X Link @ilzmcfly 2025-10-13T13:46Z XXX followers, XXX engagements
"$WULF is lagging and I believe this has to do with the Town Board Approval of its Cayuga Site. We shall see the verdict"
X Link @ilzmcfly 2025-10-13T16:46Z XXX followers, XXX engagements
"$IREN $CIFR The two best positioned DC Players ready to take advantage of this We are early folks β
π"
X Link @ilzmcfly 2025-10-15T14:02Z XXX followers, XXX engagements
"Short Term Mkt Cap Target: UPDATE $IREN 19.98/32B Valuation $CIFR 8.61/18B Valuation $BITF 3.45/4.5B Valuation $WULF 6.60/9B Valuation $APLD 10.86/15B Valuation"
X Link @ilzmcfly 2025-10-15T14:16Z XXX followers, XXX engagements
"This price action on $BITF is crazy haha. XXX in Market Cap Value is in the cards short term for me. I dont see it going much higher than 8-10. They will need more than 50MW 2026 and 250MW 2027 in the pipeline for AI/HPC. Things can move in their favour if the Quebec sites get regulatory approval but Quebec is a pain in the ass to deal with π Lets see what is said on the space today with Ben"
X Link @ilzmcfly 2025-10-15T18:15Z XXX followers, XXX engagements
"@TheLongInvest You tout $ACHR $HIMS $ASTS like cmon. π"
X Link @ilzmcfly 2025-10-16T19:06Z XXX followers, 2004 engagements
"@ducks2007quack @CIFR_IREN_CLSK It already announced one at 168MW. So I would say its transitioning off bitcoin mining dependancy"
X Link @ilzmcfly 2025-10-16T21:12Z XXX followers, XXX engagements
"Turbelence is expected. Lock in $CIFR"
X Link @ilzmcfly 2025-10-16T23:13Z XXX followers, XXX engagements
"After hour Update: $CIFR -XXXX% $IREN -XXXX% $WULF -XXXX% $BITF -XXXX% π"
X Link @ilzmcfly 2025-10-17T00:49Z XXX followers, 3903 engagements
"πOvernight Update: $CIFR -XXXX% $IREN -XXXX% $BITF -XXXX% $WULF -3.10%"
X Link @ilzmcfly 2025-10-17T01:32Z XXX followers, 2832 engagements
"For any $WULF Investors that is interested in the Lansing Town Board Meeting they have a youtube channel and go live today 6:30 PM. Todays meeting may or may mot affect the Cayuga Site Buildout"
X Link @ilzmcfly 2025-10-15T20:05Z XXX followers, XXX engagements
"In the past week nothing has changed for $CIFR or $IREN. The tarrifs nonsense has not affected their business. Yet they are down the most. Cant make this up. Manipulation in real time"
X Link @ilzmcfly 2025-10-17T14:16Z XXX followers, 1206 engagements
"Selling $HIMS was one of the best financial decisions I made. Not a bear. The stock is terrible to own. Idc if it goes to $XXX $XXX $XXX. Its highly volatile. Imo I dont like the Pharma/healthcare sector the risk to reward is not worth it. $OSCR was also a terrible own. The fundamentals will look intact but one bad catalyst and it falls off a cliff. I look at this sector as very sensitive. IMO if your going to buy into healthcare stocks buy dirt cheap. Your risk to reward will always be better"
X Link @ilzmcfly 2025-10-17T16:00Z XXX followers, XXX engagements
"In honour of $NBIS I will bring this back. The same guys that were pushing for $HIMS are pushing for $NBIS. Will we see a re-rate to the down side"
X Link @ilzmcfly 2025-10-17T17:41Z XXX followers, XXX engagements
"As of now the market has priced in X deal in for $CIFR I believe the stock is now tracing to new highs for a potential second deal by the end of the year. $CIFR Currently has XX MW available now at Barber Lake and 150MW to 300MW at Black Pearl. We do not know the size of the next deal but I believe at a minimum it will take the stock to a $10B Mkt Cap. Their cash sits at very healthy position with the CEO in a recent X space saying they have allot of cash right now more cash than they thought they needed and they are in very healthy spot. Cipher has also expressed buying GPU's and plugging"
X Link @ilzmcfly 2025-10-04T22:08Z 1000 followers, 55.2K engagements
"Okay folks so this will be coming up for $WULF Investors and will be interesting. $WULF recently executed a long term lease for XXX acres at Cayuga site in Lansing New York. The ground lease has a Term of XX Years It has capacity of up to 400MW and 138MW is expected to come online second half 2026 but. On October XX there will be a vote on the development permit / site plan approval. The Issue is that local resident are strongly opposing the data center project due to environmental concerns specifically the industrial water intake systems. Opponents worry about thermal pollution heating the"
X Link @ilzmcfly 2025-10-08T15:13Z 1001 followers, 1418 engagements
"@Kingjames550055"
X Link @ilzmcfly 2025-10-12T14:54Z 1001 followers, XX engagements
"$CIFR I dont think people understand that this next deal will be mega bullish for $CIFR. Why Right now half of black pearl phase X is built phase X is under way. The amount of cash they will raise from this 300MW deal is insane. They already have 1.3B plus access to another 1-2B as re-fi with the google backstop. Thats just from their first 168MW deal (The 1-2 re-fi is nog needed for the barber lake construction its just extra cushionπ). The second deal wont need as much Infra construction as it is already half built and brand new. So If the next deal goes similar to the first they may raise"
X Link @ilzmcfly 2025-10-15T18:59Z 1002 followers, 2454 engagements
"$WULF Lancing Town Board Meeting Tonight: - More than expected people have showed up tonight - Almost every Citizien that has spoke are in favour of the of proposed momatorium of Cayuga Site. (Basically against the buildout of the datacenter) There seems to be no vote tonight maybe next meeting. The power is up to the Five Board Members"
X Link @ilzmcfly 2025-10-16T00:14Z 1001 followers, XXX engagements
"$CIFR $IREN Holding Strong πͺπ» Quality Crap"
X Link @ilzmcfly 2025-10-16T13:54Z XXX followers, 1006 engagements
"If you own $APLD you are very lucky you can sell and buy $CIFR right now"
X Link @ilzmcfly 2025-10-16T16:36Z 1001 followers, 2618 engagements
"$AMD has been performing really strong after that $ORCL news. I think it validated the thesis. Both CEOs stated that the 50k GPU order is separate from #OpenAI and that #OpenAI definitely has the cash to spend 100B on AMD gpus. It wants $300"
X Link @ilzmcfly 2025-10-16T17:16Z XXX followers, XXX engagements
"Right now $CIFR is trending better than $IREN $WULF $BITF Lets see how this plays out π"
X Link @ilzmcfly 2025-10-16T17:56Z 1000 followers, XXX engagements
"Fundementally nothing changed today. Just a red day. This dip will be bought the next will be bought and we will go screaming GREEN into the end fo the year $CIFR"
X Link @ilzmcfly 2025-10-16T20:30Z 1000 followers, XXX engagements
"I just went through all the latest news revolving around $CIFR and $IREN that I reposted within the last X days and I cannot be more bullish"
X Link @ilzmcfly 2025-10-16T20:31Z 1000 followers, 1225 engagements
"$CIFR Dumping after hours -6.54%"
X Link @ilzmcfly 2025-10-16T23:45Z 1001 followers, 2409 engagements
"Out of all stocks why is $CIFR down the most"
X Link @ilzmcfly 2025-10-17T13:40Z 1002 followers, 1410 engagements
"$SPY $NASDAQ just went green. Yet $CIFR is down 8.5%. They are manipulating Ai stocks and shaking everyone out"
X Link @ilzmcfly 2025-10-17T14:18Z XXX followers, XXX engagements
"Greg is a Killer Signing π $CIFR is gearing up for something π"
X Link @ilzmcfly 2025-10-17T16:17Z XXX followers, XXX engagements
"One of the $CIFR bears has now gone bullish Can we get Ellis Wyatt on here too @mikealfred stands correct. He did his DD and hired an analyst from BlackStone to help him interview XX Mining companies 2-3 years ago. His conclusion was $CIFR and $IREN had the best management"
X Link @ilzmcfly 2025-10-17T18:17Z 1000 followers, 1624 engagements
"You can buy $BITF for a 3B mkt cap and 300MW AI/HPC Pipeline or you can buy $CIFR for 7.4B and 2.8GW AI/HPC Pipeline and ready to serve now. were just getting started $CIFR Texas"
X Link @ilzmcfly 2025-10-17T22:39Z 1002 followers, 14K engagements
"Misleading. Right now they stated that their only focus is on panther creek which is 350MW. Quebec Sites are far from regulatory approval. Washington site is 18MW. The 1.3GW is a estimate based on their Stronghold Digital Mining acquisition which includes 307MW available power now which will be used for panther creek. No sites have been excplicity mentioned in its 1.3GW pipeline outlook. Just potential expansion"
X Link @ilzmcfly 2025-10-18T03:16Z 1002 followers, XXX engagements
"wdum instead of chasing both stocks have ran up. $BITF has raised 500m with interest for a 50MW in end of 2026 and XXX in 2027. $CIFR raised 1.3B with no interest for 168MW lease starting in 2026 + they have a google backstop. They also have 563MW available now with XXX GW ready in 2026-2027. $BITF has said 1.3GW (350mw panther creek) in their PA pipeline but sole focus is on panther creek no other sites have been announced as of yet"
X Link @ilzmcfly 2025-10-18T03:43Z 1002 followers, 1052 engagements
"The new CFO Hire at $CIFR is no random. He is a vet in the space and by the far most experienced since 2017. He knows about almost every deal and structure in the bitcoin mining space. He is also not unfamiliar with Cipher. In the video below you see him on a panel with the Co-President of Cipher Mining in early 2025. This was a great hire for $CIFR no kidding they announced it on Time Square. Great things ahead S/O to @NFTGroudon for the find"
X Link @ilzmcfly 2025-10-18T04:32Z 1002 followers, 9017 engagements
"@GlobalCollapse @humbledbudget $CIFR has laid out the timeline size and sites of their pipe. $BITF claims 1.3GW but only laid out panther creek for 50MW in 2026 and 300MW in 2027 What is the rest of their pipewe dont have names of the sites nor timelines for them"
X Link @ilzmcfly 2025-10-18T13:45Z 1001 followers, XXX engagements
"Brother I am not hating. I have done extensive research on $BITF. I was originally bullish but as I dug deeper I soon realized how far out they are. The quebec sites are out of reach. The washington site is for 18MW the 1.3GW in their pipeline is only for Pennsylvania. They only mention Panther Creek which is 350MW is size and available by 2026-2027. None of their other sites are being converted to AI/HPC. They have stated they will be kept for btc mining. Their sole focus is on PA but no other sites has been mention in their pipe just panther creek Its just not clear. $CIFR $IREN these"
X Link @ilzmcfly 2025-10-18T14:00Z 1002 followers, XXX engagements
"@willmayo20 @daknakamoto Yes I believe that was because $BITF was undervalued. My short term mkt cap target is 4.5B"
X Link @ilzmcfly 2025-10-18T15:11Z 1002 followers, XXX engagements
"@willmayo20 @daknakamoto $CIFR is 18B $BITF also diluted its shareholders so it idk how the market will feel it could compress to a 3.5-4B"
X Link @ilzmcfly 2025-10-18T15:15Z 1002 followers, XXX engagements
"@michaeld19992 Wulf had a similar deal but not that similar. They already fully leased Lake Mariner. Diluted allot to raise cash for build out. Lake Cayuga is going through local town approval. It may or may not get approved. Besided that they have nothing else in the pipeline"
X Link @ilzmcfly 2025-10-18T16:54Z 1000 followers, XX engagements
"@michaeld19992 okay brother and you think thats bullish Even if it gets approved. What are other sites do they have You did not asnwer that"
X Link @ilzmcfly 2025-10-18T18:47Z 1000 followers, XX engagements
"Cmon we all know Texas is way cheaper for energy costs than New York. And look at the amount of big AI companeis starting to build in Texas. Its actually a great area too build it without regualtory approval for so many things. $CIFR CEO said they have energy costs XXX per kWh. Do you not think thats more appealing than TeraWulf's XXX to XXX. latency. We all know dark fiber connected to a Dallas hub will dramatically reduce latency. And people think its expensive its actually very not. Say what you will but I believe Texas is more efficient and easier to run than any other state. The 1.85M to"
X Link @ilzmcfly 2025-10-18T19:11Z 1002 followers, XXX engagements
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