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[@Lazarus_Capital](/creator/twitter/Lazarus_Capital)
"Shouldve named it $BBQ @olivierfrancois"  
[X Link](https://x.com/Lazarus_Capital/status/1970145989609623865) [@Lazarus_Capital](/creator/x/Lazarus_Capital) 2025-09-22T15:19Z XXX followers, XXX engagements


"Im betting that $DEFT outperforms all of these by the end of 2027"  
[X Link](https://x.com/Lazarus_Capital/status/1975729669707383231) [@Lazarus_Capital](/creator/x/Lazarus_Capital) 2025-10-08T01:07Z XXX followers, 5012 engagements


"Little $DEFT Valour write up since someone asked Its a solid business. Their main business revenue driver is Valour their AUM business. Basically ETP wrapped crypto tokens. Very particular about what regions they launch in theyre a smaller player so theyve avoided launching in the US and getting crushed by blackrock. Currently most of their exposure is in Europe specifically the Nordic countries (CEO has roots there and VALOUR founder I believe is of that descent). Theyve talked about expanding into Africa Korea Asian countries the Middle East etc all the way back in 2024 and havent really"  
[X Link](https://x.com/Lazarus_Capital/status/1976102401812668862) [@Lazarus_Capital](/creator/x/Lazarus_Capital) 2025-10-09T01:48Z XXX followers, 4666 engagements


"Hmmm $BTBT outperformed its holdings $ETHA $WYFI"  
[X Link](https://x.com/Lazarus_Capital/status/1976377798727258331) [@Lazarus_Capital](/creator/x/Lazarus_Capital) 2025-10-09T20:02Z XXX followers, 1449 engagements


"How it should be done $DEFT $GLXY @olivierfrancois @Forson @CSchlauf"  
[X Link](https://x.com/Lazarus_Capital/status/1976742712175960287) [@Lazarus_Capital](/creator/x/Lazarus_Capital) 2025-10-10T20:12Z XXX followers, 2127 engagements


"@Umbisam 💯 Been prepping for an $IREN correction 2021"  
[X Link](https://x.com/Lazarus_Capital/status/1978369525805380065) [@Lazarus_Capital](/creator/x/Lazarus_Capital) 2025-10-15T07:57Z XXX followers, XXX engagements


"@Umbisam I think Im not actually sure it should be quarter end. I dont normally use that software but liked the graph picture"  
[X Link](https://x.com/Lazarus_Capital/status/1978390168655552960) [@Lazarus_Capital](/creator/x/Lazarus_Capital) 2025-10-15T09:19Z XXX followers, XX engagements


"@BTCIRENMAXI If $IREN had more room to run it would be called $IRAN"  
[X Link](https://x.com/Lazarus_Capital/status/1978439186655875331) [@Lazarus_Capital](/creator/x/Lazarus_Capital) 2025-10-15T12:33Z XXX followers, XXX engagements


"Oh wow $IREN barely up in the pre market. Sad"  
[X Link](https://x.com/Lazarus_Capital/status/1978440664288198825) [@Lazarus_Capital](/creator/x/Lazarus_Capital) 2025-10-15T12:39Z XXX followers, XXX engagements


"@bitcoinbutcher1 @mikealfred I was crying when I found out @danroberts0101 was still diluting $IREN at bottom bargain prices Glad he took a finance course and starting doing it up here 💪 I cant take all the credit but feel I deserve some recognition"  
[X Link](https://x.com/Lazarus_Capital/status/1978444137968894231) [@Lazarus_Capital](/creator/x/Lazarus_Capital) 2025-10-15T12:53Z XXX followers, XXX engagements


"Hmmm nothing about the fundamentals weird $IREN $CIFR"  
[X Link](https://x.com/Lazarus_Capital/status/1978447052020310421) [@Lazarus_Capital](/creator/x/Lazarus_Capital) 2025-10-15T13:05Z XXX followers, 1696 engagements


"Oh man $IREN $28m cloud ARR is going to benefit tremendously from all these bullish AI headlines"  
[X Link](https://x.com/Lazarus_Capital/status/1978449039487066189) [@Lazarus_Capital](/creator/x/Lazarus_Capital) 2025-10-15T13:13Z XXX followers, 1947 engagements


"First $IREN couldnt land anything from project stargate/openAI/ORCL investing into Texas. And now theyre losing their first and biggest customer to $CRWV"  
[X Link](https://x.com/Lazarus_Capital/status/1978479887619944859) [@Lazarus_Capital](/creator/x/Lazarus_Capital) 2025-10-15T15:15Z XXX followers, XXX engagements


"@moninvestor All these deals but no deals for $IREN"  
[X Link](https://x.com/Lazarus_Capital/status/1978480225714323827) [@Lazarus_Capital](/creator/x/Lazarus_Capital) 2025-10-15T15:16Z XXX followers, XXX engagements


"Can $IREN bulls put a little more effort to distinguish their posts Thank you Also what deals has $IREN landed"  
[X Link](https://x.com/Lazarus_Capital/status/1978482383889264898) [@Lazarus_Capital](/creator/x/Lazarus_Capital) 2025-10-15T15:25Z XXX followers, XXX engagements


"Crazy price action on $DEFT. Current MC: $855M Cash+ balance: $90M debt: $12.5M (yfinance latest) Venture investments: $37M adj EV: $740M If they hit $150M in EBITDA as mentioned below THAT IS LESS THAN A 5x adj EV/EBITDA"  
[X Link](https://x.com/Lazarus_Capital/status/1953143981451194731) [@Lazarus_Capital](/creator/x/Lazarus_Capital) 2025-08-06T17:19Z XXX followers, XXX engagements


"This is NOT a bullish chart for miners. Extreme outperformance over $IAK (insurance ETF safe haven type play). Likely showing exuberance"  
[X Link](https://x.com/Lazarus_Capital/status/1960718126602948872) [@Lazarus_Capital](/creator/x/Lazarus_Capital) 2025-08-27T14:56Z XXX followers, XXX engagements


"lol. $IREN guided to illustrative revenue of $500m by Q1. 23.3k GPUs. Thats $21.5k in revenue per year per GPU. $XXXX per hour. Thats mostly Blackwells including GB300s"  
[X Link](https://x.com/Lazarus_Capital/status/1978120322030174541) [@Lazarus_Capital](/creator/x/Lazarus_Capital) 2025-10-14T15:26Z XXX followers, 2521 engagements


"The transforming America ETF $QBTS $IREN $OKLO you wont believe how much profit theyll generate Ill give you a clue its no where the amount theyll dilute"  
[X Link](https://x.com/Lazarus_Capital/status/1978236385359192495) [@Lazarus_Capital](/creator/x/Lazarus_Capital) 2025-10-14T23:08Z XXX followers, XXX engagements


"@Umbisam Its a quarter end chart but thank you for confirming the up and to the right trend 💪"  
[X Link](https://x.com/Lazarus_Capital/status/1978389788810948699) [@Lazarus_Capital](/creator/x/Lazarus_Capital) 2025-10-15T09:17Z XXX followers, XXX engagements


"Anytime I see $IREN rip"  
[X Link](https://x.com/Lazarus_Capital/status/1978461232387461248) [@Lazarus_Capital](/creator/x/Lazarus_Capital) 2025-10-15T14:01Z XXX followers, 1223 engagements


"Crazy arent they a customer of $IREN And $IREN has horizon X coming online with no tenant Why couldnt they land their own customer"  
[X Link](https://x.com/Lazarus_Capital/status/1978463524381691973) [@Lazarus_Capital](/creator/x/Lazarus_Capital) 2025-10-15T14:10Z XXX followers, 1327 engagements


"You gotta feel for @mikealfred and his thesis of $IREN lapping $CRWV in market cap $IREN has a 50MW DLC data center coming online by year end in TX and $IRENs first and biggest cloud customer comes out and signs a massive deal with $CRWV. Wonder why they didnt sign 🧐"  
[X Link](https://x.com/Lazarus_Capital/status/1978468986539876504) [@Lazarus_Capital](/creator/x/Lazarus_Capital) 2025-10-15T14:32Z XXX followers, XXX engagements


"The fact that $IREN isnt down 20%+ on news of losing their first and biggest customer to a company $CRWV that their director @mikealfred has been bashing shows how disconnected $IREN is from any fundamental reality"  
[X Link](https://x.com/Lazarus_Capital/status/1978497446494740527) [@Lazarus_Capital](/creator/x/Lazarus_Capital) 2025-10-15T16:25Z XXX followers, 5548 engagements


"Sad. @mikealfred cant pump like he used to. Weird to seem him not comment on the $CRWV poolside AI deal. Maybe hes too focused on other projects to see how this impacts $IREN. First $IREN missed out on project stargate/openAI investing $500B into Texas. Their own backyard and $IREN got nothing. Now $IREN first and biggest customer is jumping ship to a competitor. Even $CIFR landed a deal in Texas. Maybe $IREN can hope that someone buys their dirt field at Sweetwater X% total capacity dedicated to AI cloud the CEO shared. Cant wait for them to plug the GB300s into a dirt field"  
[X Link](https://x.com/Lazarus_Capital/status/1978499017857233343) [@Lazarus_Capital](/creator/x/Lazarus_Capital) 2025-10-15T16:31Z XXX followers, XXX engagements


"All these data center investments in Texas and NOTHING for $IREN Sad. At least they still got their BTC mining operations for the next few years. Hopefully the electricity prices dont spike from all the data center demand. 😅"  
[X Link](https://x.com/Lazarus_Capital/status/1978499505394741420) [@Lazarus_Capital](/creator/x/Lazarus_Capital) 2025-10-15T16:33Z XXX followers, 4947 engagements


"This is amazing to see but can someone explain to me the fundamentals that justify a double from here for $IREN Power land vertically integrated yet theyre losing customers to $CRWV have $NBIS landing more and bigger deals than them and cant land any of the major DC investments going into Texas"  
[X Link](https://x.com/Lazarus_Capital/status/1978503104849920453) [@Lazarus_Capital](/creator/x/Lazarus_Capital) 2025-10-15T16:47Z XXX followers, 2523 engagements


"It really is funny but not the way $IREN bulls think it is. How bad of a partner do you have to be that Poolside picks your competitor $CRWV over you AND decides to build their own data centers from the ground up than use whatever $IREN is offering"  
[X Link](https://x.com/Lazarus_Capital/status/1978532994655592913) [@Lazarus_Capital](/creator/x/Lazarus_Capital) 2025-10-15T18:46Z XXX followers, 3805 engagements


"Did some technical analysis on $IREN Let me know what you guys think"  
[X Link](https://x.com/Lazarus_Capital/status/1978543606433448430) [@Lazarus_Capital](/creator/x/Lazarus_Capital) 2025-10-15T19:28Z XXX followers, 1860 engagements


"The $IREN bull playbook to combatting FUD: - call them kid analysts - threaten them (dox employment etc) - ignore. Do not give them a platform. Block them. - call them fools. Dismiss any bear thesis. If Mike Alfred doesnt care you shouldnt care either"  
[X Link](https://x.com/Lazarus_Capital/status/1978558472544198863) [@Lazarus_Capital](/creator/x/Lazarus_Capital) 2025-10-15T20:27Z XXX followers, 1677 engagements


"Also why I stressed the importance of @mikealfred coming out and clarifying if he trades $IREN proxies such as $CIFR $CLSK etc. if so how he trades around it. And if he had a massive position in CLSK before tweeting pics of him with the CEO and getting bullish on it publicly"  
[X Link](https://x.com/Lazarus_Capital/status/1978558475266367552) [@Lazarus_Capital](/creator/x/Lazarus_Capital) 2025-10-15T20:27Z XXX followers, XXX engagements


"Imagine seeing this insane demand and $IREN has no deals. But hey at least they got the land* the power* are vertically integrated* and have their bitcoin mining operations"  
[X Link](https://x.com/Lazarus_Capital/status/1978559703069176162) [@Lazarus_Capital](/creator/x/Lazarus_Capital) 2025-10-15T20:32Z XXX followers, 2438 engagements


"Also if pre market and AH is green: thats the real price If its red: those hours are illiquid price is being manipulated. Dont forget to pledge allegiance to our one and only queen $IREN And no were not part of a cult"  
[X Link](https://x.com/Lazarus_Capital/status/1978564309329289593) [@Lazarus_Capital](/creator/x/Lazarus_Capital) 2025-10-15T20:51Z XXX followers, 1019 engagements


"@AlexfromBabylon Surprised he hasnt deleted this tweet after $CRWV just took their biggest customer for 49k GB300s"  
[X Link](https://x.com/Lazarus_Capital/status/1978649301141110963) [@Lazarus_Capital](/creator/x/Lazarus_Capital) 2025-10-16T02:28Z XXX followers, XXX engagements


"Some AI stocks $NBIS $CRWV $NVDA and $IREN Know what you own"  
[X Link](https://x.com/Lazarus_Capital/status/1978881307447845090) [@Lazarus_Capital](/creator/x/Lazarus_Capital) 2025-10-16T17:50Z XXX followers, XXX engagements


"@closenberger @mikealfred I think this statement in itself shows how frothy the $IREN valuation has gotten"  
[X Link](https://x.com/Lazarus_Capital/status/1978922295792967765) [@Lazarus_Capital](/creator/x/Lazarus_Capital) 2025-10-16T20:33Z XXX followers, XXX engagements


"@MidwestHedgie but actually"  
[X Link](https://x.com/Lazarus_Capital/status/1978928126810845348) [@Lazarus_Capital](/creator/x/Lazarus_Capital) 2025-10-16T20:56Z XXX followers, XX engagements


"@Umbisam Sharing the number of shares outstanding while ignoring the base it came from is something. Heres an example $CLSK went from 152m to 282m shares. XX% increase. $IREN went from 55m to 270m shares. XXX% increase. Ouch. Not sure anyone diluted harder than $IREN"  
[X Link](https://x.com/Lazarus_Capital/status/1979167412059570511) [@Lazarus_Capital](/creator/x/Lazarus_Capital) 2025-10-17T12:47Z XXX followers, XXX engagements


"Ok $IREN bulls. Assume existing shares: 280m From the incentive plan to be voted on: - initial shares 17.5m - X% evergreen after = (280+17.5)*1.054=361.6m shares 💀 81.6m shares over X years for compensation At current prices $XXXX thats $5000000000 paid out 💀"  
[X Link](https://x.com/Lazarus_Capital/status/1979173303446085825) [@Lazarus_Capital](/creator/x/Lazarus_Capital) 2025-10-17T13:11Z XXX followers, XXX engagements


"Lets go $DEFT Already know @Forson will kill it"  
[X Link](https://x.com/Lazarus_Capital/status/1978511747431514508) [@Lazarus_Capital](/creator/x/Lazarus_Capital) 2025-10-15T17:22Z XXX followers, 2377 engagements


"Guys remember Any time one of @mikealfred stocks is down its mAnIpUlaTiOn $IREN $CIFR Im giving you his playbook to you for free"  
[X Link](https://x.com/Lazarus_Capital/status/1978546653222129968) [@Lazarus_Capital](/creator/x/Lazarus_Capital) 2025-10-15T19:40Z XXX followers, 4089 engagements


"Oh no @mikealfred already coping after $CIFR only closed up .67%. Imagine the panic when it has a double digit down day. No tweets about $IREN I guess its not his favorite anymore. More importantly he spread FOMO on the illiquid aftermarket moves"  
[X Link](https://x.com/Lazarus_Capital/status/1978556883624509879) [@Lazarus_Capital](/creator/x/Lazarus_Capital) 2025-10-15T20:21Z XXX followers, 2277 engagements


"Oh man $IREN should be up like XX% on this right Maybe they end up landing something Theyve got land and GIGAWATTS OF POWER Any day now"  
[X Link](https://x.com/Lazarus_Capital/status/1978882638015308236) [@Lazarus_Capital](/creator/x/Lazarus_Capital) 2025-10-16T17:56Z XXX followers, 1806 engagements


"@Investor_NICK_ Guess Im gonna have to start my own AI startup to save $AMZN My wife is already doing her part 💪"  
[X Link](https://x.com/Lazarus_Capital/status/1978883465815654633) [@Lazarus_Capital](/creator/x/Lazarus_Capital) 2025-10-16T17:59Z XXX followers, XXX engagements


"$IREN topline may somewhat lower than ORCL due to brand but their profits will be higher than 21B @RemindMe_OfThis in X years"  
[X Link](https://x.com/Lazarus_Capital/status/1978883895543164976) [@Lazarus_Capital](/creator/x/Lazarus_Capital) 2025-10-16T18:01Z XXX followers, 1500 engagements


"No way is $AMZN down YTD with the way my wife spends there"  
[X Link](https://x.com/Lazarus_Capital/status/1978889833847136629) [@Lazarus_Capital](/creator/x/Lazarus_Capital) 2025-10-16T18:24Z XXX followers, XXX engagements


"Is this the top for gold"  
[X Link](https://x.com/Lazarus_Capital/status/1978918346310512957) [@Lazarus_Capital](/creator/x/Lazarus_Capital) 2025-10-16T20:17Z XXX followers, XXX engagements


""when others start copying your strategy" oh like Poolside landing $CRWV as an anchor tenant while $IREN has who A pile of dirt at Sweetwater"  
[X Link](https://x.com/Lazarus_Capital/status/1978921755977605604) [@Lazarus_Capital](/creator/x/Lazarus_Capital) 2025-10-16T20:31Z XXX followers, XXX engagements


"@beavinvests @mikealfred so Poolside bought the same assets as $IREN but landed a major client Imagine you own a gas station a new one opens up across the street gets a ton of customers and you're like "wow I'm about to make so much money there's so much demand for gas""  
[X Link](https://x.com/Lazarus_Capital/status/1978923074163556674) [@Lazarus_Capital](/creator/x/Lazarus_Capital) 2025-10-16T20:36Z XXX followers, XXX engagements


"@RealJimChanos In their defense $IREN has hit the ATM for a $1B so I think theyre just assuming they buy the GPUs with them right away"  
[X Link](https://x.com/Lazarus_Capital/status/1978115094937584078) [@Lazarus_Capital](/creator/x/Lazarus_Capital) 2025-10-14T15:06Z XXX followers, 3413 engagements


"The most important question for $IREN is how quickly they can relaunch the ATM hit more converts and how many shares management can dump"  
[X Link](https://x.com/Lazarus_Capital/status/1978371881590739423) [@Lazarus_Capital](/creator/x/Lazarus_Capital) 2025-10-15T08:06Z XXX followers, XXX engagements


"Terrible no good very bad morning for me $IREN $CIFR"  
[X Link](https://x.com/Lazarus_Capital/status/1978442685980520826) [@Lazarus_Capital](/creator/x/Lazarus_Capital) 2025-10-15T12:47Z XXX followers, 5474 engagements


"I gotta hand it to the $IREN bulls Im stunned that its not down 20%+ off the poolside headlines. You guys are something else buying no matter what"  
[X Link](https://x.com/Lazarus_Capital/status/1978543111182709079) [@Lazarus_Capital](/creator/x/Lazarus_Capital) 2025-10-15T19:26Z XXX followers, 1145 engagements


"Great to see @Russ_N_Starr use his status and platform to call on management $DEFT shareholders should be thankful to have him speaking up I know I am"  
[X Link](https://x.com/Lazarus_Capital/status/1978574375126192346) [@Lazarus_Capital](/creator/x/Lazarus_Capital) 2025-10-15T21:31Z XXX followers, 2020 engagements


"Lost on how $IREN bulls are trying to spin it as bullish. Its the same as YOUR GIRLFRIEND LEAVING YOU MARRYING ANOTHER GUY and youre like wow Im very bullish on my marriage prospects I was right she did want to get married"  
[X Link](https://x.com/Lazarus_Capital/status/1978808364231487929) [@Lazarus_Capital](/creator/x/Lazarus_Capital) 2025-10-16T13:00Z XXX followers, 8071 engagements


"100% - $IREN still has no deals. - Has $28m in annualized hardware profits for the cloud. - First and biggest customer just signed with a competitor in a major deal and is literally doing what $IREN specialized in. - redesigning Horizon X their proprietary next generation data center"  
[X Link](https://x.com/Lazarus_Capital/status/1978875218606059535) [@Lazarus_Capital](/creator/x/Lazarus_Capital) 2025-10-16T17:26Z XXX followers, 8219 engagements


"@roberto45580514 bro read their reports disclosures SEC filings instead of people pumping $IREN on twitter"  
[X Link](https://x.com/Lazarus_Capital/status/1978930280309108749) [@Lazarus_Capital](/creator/x/Lazarus_Capital) 2025-10-16T21:05Z XXX followers, XXX engagements


"@roberto45580514 Yes that comes down to what has means and what will have means. As with anything in the future theres a risk especially with this company"  
[X Link](https://x.com/Lazarus_Capital/status/1978936916662685870) [@Lazarus_Capital](/creator/x/Lazarus_Capital) 2025-10-16T21:31Z XXX followers, XXX engagements


"Every time he posts I get bullish on bitcoin and I dont even like crypto in the first place"  
[X Link](https://x.com/Lazarus_Capital/status/1978982820052660224) [@Lazarus_Capital](/creator/x/Lazarus_Capital) 2025-10-17T00:34Z XXX followers, XXX engagements


"@SteveUrkelDude Well theyre supposedly a cloud player and their first and biggest customer just signed a massive deal with a competitor and landed $CRWV as an anchor tenant for more MW than $IREN has for all of their Colo deals combined"  
[X Link](https://x.com/Lazarus_Capital/status/1978988528294867209) [@Lazarus_Capital](/creator/x/Lazarus_Capital) 2025-10-17T00:56Z XXX followers, 1142 engagements


"@WaterworldCapi1 Thanks let me know when to buy $DPZ"  
[X Link](https://x.com/Lazarus_Capital/status/1979190419909939215) [@Lazarus_Capital](/creator/x/Lazarus_Capital) 2025-10-17T14:19Z XXX followers, XXX engagements


"- That's not all management did. Dan Roberts stated the day after earnings on @powermining_BTC this on ATM usage. And on the earnings call they stressed how their near term Capex was funded all the way to their SW1 substation that would be complete in H1 2026 "These cash flows together with existing cash and recent financing initiatives which I'll touch on shortly fully fund our near-term CapEx including the cloud expansion discussed with liquid cooling and power redundancy at Prince George taking GPUs to 10900 completing Horizon X and energizing Sweetwater X substations." - Do you know what"  
[X Link](https://x.com/Lazarus_Capital/status/1979272945479619054) [@Lazarus_Capital](/creator/x/Lazarus_Capital) 2025-10-17T19:46Z XXX followers, XXX engagements


"My model: My wifes spending multiplied by number of women Spending increases with each child $AMZN"  
[X Link](https://x.com/Lazarus_Capital/status/1979314605072748987) [@Lazarus_Capital](/creator/x/Lazarus_Capital) 2025-10-17T22:32Z XXX followers, XXX engagements


"She actually prefers $TGT for baby shopping"  
[X Link](https://x.com/Lazarus_Capital/status/1979314607526416690) [@Lazarus_Capital](/creator/x/Lazarus_Capital) 2025-10-17T22:32Z XXX followers, XXX engagements


"@MidwestHedgie Surprised $wynn made the list did they have a buildout that was being priced in GFC hit it around the year X mark"  
[X Link](https://x.com/Lazarus_Capital/status/1974229187998126549) [@Lazarus_Capital](/creator/x/Lazarus_Capital) 2025-10-03T21:44Z XXX followers, 3300 engagements


"Explains why $KVUE was up nearly X% today"  
[X Link](https://x.com/Lazarus_Capital/status/1976378274529120530) [@Lazarus_Capital](/creator/x/Lazarus_Capital) 2025-10-09T20:04Z XXX followers, 1192 engagements


"@Wyatts_Torch lol @mikealfred is trying to get his calls paid. He used to do the someone knows something 👀 deal imminent and now has moved into name dropping oracle. Probably loaded up on calls on $CLSK before he started posting about his dinner with the CEO"  
[X Link](https://x.com/Lazarus_Capital/status/1978143433966424241) [@Lazarus_Capital](/creator/x/Lazarus_Capital) 2025-10-14T16:58Z XXX followers, 1863 engagements


"You know what crypto stock is up $DEFT"  
[X Link](https://x.com/Lazarus_Capital/status/1978878530051064293) [@Lazarus_Capital](/creator/x/Lazarus_Capital) 2025-10-16T17:39Z XXX followers, 1605 engagements


"They $IREN built their BTC operations by diluting shareholders they started their cloud in early 2024 lost a customers never hit their guidance are at $28m ARR now suddenly are a CSP because they ordered GPUs and apparently contracted them out at rock bottom prices. Their prosperity next generation data centers such as Horizon X had to be redesigned months before completion because of customer feedback. No deals while everyone else is landing one. Companies such as $CRWV and $NBIS who have no land and power have been landing major deals. One landed former iren customer. The other got listed"  
[X Link](https://x.com/Lazarus_Capital/status/1978981591658434943) [@Lazarus_Capital](/creator/x/Lazarus_Capital) 2025-10-17T00:29Z XXX followers, 20.1K engagements


"The benefit of $IREN not being an actual AI player is it doesn't sell off as much as actual AI infrastructure/CSP names such as $CRWV and $NBIS"  
[X Link](https://x.com/Lazarus_Capital/status/1979275236332965914) [@Lazarus_Capital](/creator/x/Lazarus_Capital) 2025-10-17T19:56Z XXX followers, 1005 engagements


"Man @smatthewschultz had dinner with @mikealfred one time and now look $CLSK"  
[X Link](https://x.com/Lazarus_Capital/status/1979278331943227579) [@Lazarus_Capital](/creator/x/Lazarus_Capital) 2025-10-17T20:08Z XXX followers, 11.6K engagements


"POOLSIDE chose $CRWV over $IREN with H1 coming online by YE thats roughly capable of handling 20k+ GB300s. Management announced 10MW DLC at PG thats likely being built to handle the GB300s they ordered SEC filings state they will be delivered by YE to PG. thats capable of handling 4k+ So IREN shouldve been able to handle roughly 25k GB300s by YE. If IREN is able to get a DLC up at PG before YE they likely couldve expanded to 30k+ GB300s pretty easily worth it for a major customer like Poolside. Based on IRENs bull thesis they shouldve been able to offer much better pricing since they own the"  
[X Link](https://x.com/Lazarus_Capital/status/1979364689353027908) [@Lazarus_Capital](/creator/x/Lazarus_Capital) 2025-10-18T01:51Z XXX followers, XXX engagements


"Weve got a BTC mining CEO taunting Data Center REITs (out of an Uber) because he finally signed a Colo deal. If this isnt a sign of the top idk what is. $CIFR"  
[X Link](https://x.com/Lazarus_Capital/status/1976650005143605417) [@Lazarus_Capital](/creator/x/Lazarus_Capital) 2025-10-10T14:04Z XXX followers, 19.8K engagements


"Oh nooooo $IREN is down Time for a market manipulation/shakeout post from a director on the board of @IREN_Ltd Mr @mikealfred"  
[X Link](https://x.com/Lazarus_Capital/status/1978821526116856197) [@Lazarus_Capital](/creator/x/Lazarus_Capital) 2025-10-16T13:53Z XXX followers, 6909 engagements


"Bulls dont worry if $IREN gets cut in half from here you can get it at the same price as @danroberts0101 and bro did of $XX per share"  
[X Link](https://x.com/Lazarus_Capital/status/1978887348931658133) [@Lazarus_Capital](/creator/x/Lazarus_Capital) 2025-10-16T18:14Z XXX followers, 2913 engagements


"@FuturumEquities Wow 3GW yet NBIS came to America with none and landed $MSFT. $CRWV with no power or land just landed $IRENs first and biggest customer. What does it say about $IRENs that it has all this power and cant land a client or break above $28m ARR for their cloud"  
[X Link](https://x.com/Lazarus_Capital/status/1978989666167554557) [@Lazarus_Capital](/creator/x/Lazarus_Capital) 2025-10-17T01:01Z XXX followers, XXX engagements


"@roberto45580514 Yes they guided to an ARR of up to $250m by December and then revised it to $225m by year end. Revised down and pushed back. Thats just recent. Gets worse once you go back to their 2024 cloud days"  
[X Link](https://x.com/Lazarus_Capital/status/1979006093851345050) [@Lazarus_Capital](/creator/x/Lazarus_Capital) 2025-10-17T02:06Z XXX followers, XXX engagements


"Incredible for $IREN Did they land a deal or something"  
[X Link](https://x.com/Lazarus_Capital/status/1979162492950454359) [@Lazarus_Capital](/creator/x/Lazarus_Capital) 2025-10-17T12:28Z XXX followers, 3622 engagements


"Tell me you need to pump your bags without telling me you need to pump your bags $CIFR @mikealfred"  
[X Link](https://x.com/Lazarus_Capital/status/1979232204006793623) [@Lazarus_Capital](/creator/x/Lazarus_Capital) 2025-10-17T17:05Z XXX followers, 3761 engagements


"- Current guidance and contract disclosures: "To date customer contracts have been secured for 11k of the 23k GPUs $225m in AI Cloud ARR expected to be in operation by the end of 2025" - How bad are the numbers for $IREN cloud business Terrible. - Management said the payback period on the new GPUs is "approximately X years" - The math shows XXXX years on the Blackwells. - Present value wise that payback period extends to: XXXX YEARS - That's assuming no costs from the data center build out and operations no electrical costs NOTHING but the revenue the company guided too. I believe that"  
[X Link](https://x.com/Lazarus_Capital/status/1979272948625137752) [@Lazarus_Capital](/creator/x/Lazarus_Capital) 2025-10-17T19:46Z XXX followers, XXX engagements


"Ignore the ratio I dont think people are realizing the important of @olivierfrancois words here. $DEFT might be the only quantum safe future proofed CRYPTO company out there. Definitely the best positioned for it due to $BTQ. How can you invest in any other crypto name"  
[X Link](https://x.com/Lazarus_Capital/status/1975313204151787977) [@Lazarus_Capital](/creator/x/Lazarus_Capital) 2025-10-06T21:32Z XXX followers, 8730 engagements


"Hes publicly shown he has a position in $CIFR including calls I wouldnt be surprised if hes using it as a proxy for $IREN. Also wouldnt be surprised if he was levered long on $CLSK before dropping all the pics with their CEO etc Hes free to go on the record and shut me up but instead he blocked me for bringing up this very issue @mikealfred"  
[X Link](https://x.com/Lazarus_Capital/status/1978217143490715830) [@Lazarus_Capital](/creator/x/Lazarus_Capital) 2025-10-14T21:51Z XXX followers, 5613 engagements


"Sexiest chart of $IREN And its only going higher 💪 🔥"  
[X Link](https://x.com/Lazarus_Capital/status/1978217803669749896) [@Lazarus_Capital](/creator/x/Lazarus_Capital) 2025-10-14T21:54Z XXX followers, 6064 engagements


"The last time $GLD $BTC was at this ratio was in mid April"  
[X Link](https://x.com/Lazarus_Capital/status/1978919852606652527) [@Lazarus_Capital](/creator/x/Lazarus_Capital) 2025-10-16T20:23Z XXX followers, XXX engagements


"they have no colocation deals their pivot is to AI has multi year contracts that are at rock bottom prices with a nearly X year long payback period (using just the revenue and purchase price) and no bull has been able to share a profitable model because the company doesn't disclose crap. They've had power for a while yet NBIS CRWV and POOLSIDE AI is landing deals left and right with seemingly "no power" weird"  
[X Link](https://x.com/Lazarus_Capital/status/1978924174912721064) [@Lazarus_Capital](/creator/x/Lazarus_Capital) 2025-10-16T20:41Z XXX followers, XXX engagements


"@fundstrat @BTCMINER156 Has there ever been a time you havent Bought The Dip Genuinely curious. Like what would you have to see to in the markets/world to be like nope Im outta here"  
[X Link](https://x.com/Lazarus_Capital/status/1979194698179702912) [@Lazarus_Capital](/creator/x/Lazarus_Capital) 2025-10-17T14:36Z XXX followers, 11.8K engagements


"NPV of VALOUR alone $DEFT Growth at 0%: $450m Growth at 5%: $1.25B* Growth of 6%: $1.75B* This is assuming NO geographic expansion NONE. (* assume inflows)"  
[X Link](https://x.com/Lazarus_Capital/status/1979201314715254966) [@Lazarus_Capital](/creator/x/Lazarus_Capital) 2025-10-17T15:02Z XXX followers, 1445 engagements


"Two names that @mikealfred has been pumping on Twitter both got new CFOs. $IREN on 9/8 $CIFR on 10/6 Hmmmm"  
[X Link](https://x.com/Lazarus_Capital/status/1979230760113521131) [@Lazarus_Capital](/creator/x/Lazarus_Capital) 2025-10-17T16:59Z XXX followers, 2700 engagements


"I like @pepe_maltese and he put effort into writing the rebuttals to @RHouseResearch on $IREN so Ill share my thoughts: yes Poolside going to CRWV is a real data point on speed/scale and it reinforces the point I've been making: in this market time-to-power and proven ops win logos. but that doesnt make IRENs model debunked. - I agree with the former but confused about the latter statement on IREN. Poolside was their first customer. Their biggest customer. And they LEFT for a competitor. The bull thesis push for IREN was their 23k GPU order and now you have Poolside signing a deal for 40k"  
[X Link](https://x.com/Lazarus_Capital/status/1979272940077129784) [@Lazarus_Capital](/creator/x/Lazarus_Capital) 2025-10-17T19:46Z XXX followers, XXX engagements


"I didn't thank you for sharing. DLOM is something that I also struggled with it at first. IFRS accounting standards also adds to the confusion. Company did mention about trying to break out the numbers more and provide a clearer easier picture to understand. I think it would help a lot of investors. Latter part was actually around the market making revenue"  
[X Link](https://x.com/Lazarus_Capital/status/1979735633229734294) [@Lazarus_Capital](/creator/x/Lazarus_Capital) 2025-10-19T02:25Z XXX followers, XX engagements