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[@vasilist](/creator/twitter/vasilist)
"$IREN: The $PLTR of AI Infra Is Breaking Out - Buckle up X fintech and neocloud crew$IREN is no longer a sleeper hit. At $58/share ($14B market cap) Iris Energy is carving an AI/HPC empire with the same disruptive swagger Palantir ($PLTR) brought to data analytics. Powered by XXX% renewable energy and XXX GW of contracted power at 3/kWh $IREN is a rare beast in a world where NVIDIAs Jensen Huang warns of a $500B/year data center crunch and a XX GW U.S. power shortfall by 2030. This isnt just a stockits a bet on the AI infrastructure revolution. Heres why its going viral. Why $IREN Is the Next"  
[X Link](https://x.com/vasilist/status/1976354112179777662) [@vasilist](/creator/x/vasilist) 2025-10-09T18:28Z 1905 followers, 39.9K engagements


"$IREN: From Bitcoin Rigs to Blackwell Racks The Quiet Giant Waking Up While everyones still arguing over $PLTR or chasing $SMCI breakouts $IREN has been quietly stacking real infra. Not hype not vapor. Concrete steel megawatts. They started as a Bitcoin miner. Now theyre morphing into a full-on AI compute machine and the storys getting spicy. ⚡ The Big Picture Heres the beauty of it. They didnt take the raise billions burn cash route. They mined Bitcoin used that revenue built out real data centers and now theyre flipping the switch to AI/HPC workloads. Its like using crypto to prepay for the"  
[X Link](https://x.com/vasilist/status/1976981921717510229) [@vasilist](/creator/x/vasilist) 2025-10-11T12:03Z 1904 followers, 12.9K engagements


"$SLNH: The Underdog Green AI/BTC Play Betting Big on Execution Thesis Snapshot $SLNH (Soluna Holdings) is trading at $4.42/share ($268M market cap) after a blistering +330% 1-month rally (Sept-Oct 2025) yet its a micro-cap diamond in the rough compared to neocloud peers like Iris Energy ($IREN $10B) or CoreWeave ($CRWV $20B). While $IREN and $NBIS ride AI hype with 5-15x EV/revenue multiples $SLNHs 5x screams undervaluation for its 2.8GW green data center pipeline100% renewable at industry-best PUE (1.02). ☑ $100M Generate Capital facility fuels Project Kati (166MW Texas) ☑ Galaxy Digital"  
[X Link](https://x.com/vasilist/status/1979693614793212044) [@vasilist](/creator/x/vasilist) 2025-10-18T23:38Z 1905 followers, 16K engagements


"@Tom_Nobanks curious where your heads at between $IREN $CIFR and $BITF. Which one was your first pick when you started watching the space and which ones your highest conviction now Next week already feels bullish so Im wondering where youre leaning if things pop"  
[X Link](https://x.com/vasilist/status/1979947601479819447) [@vasilist](/creator/x/vasilist) 2025-10-19T16:27Z 1905 followers, XXX engagements


"Thats a sharp catch Citadel sniffing around at XXX% definitely perks my ears. Running their own power plants gives $DGXX a real moat compared to $SLNHs outsourced model. Zero debt + 100MW pipeline Thats lean and loaded. If they stay disciplined on dilution this could rerate fast once the megawatts hit. Whats your take on their execution risk And any insight on how their PUE stacks up Im watching closely now"  
[X Link](https://x.com/vasilist/status/1979948120076161327) [@vasilist](/creator/x/vasilist) 2025-10-19T16:29Z 1905 followers, XXX engagements