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[@anni_sen](/creator/twitter/anni_sen)
"Is there further opportunity after $WULF rise What does the 3.2B convertible mean for its future expansion How does WULF deal compare with $CIFR I attempt to answer a few here. Take a look.👇🏽 Google's Mega-Bet: Igniting TeraWulf's Explosive AI and HPC Power Pivot"  
[X Link](https://x.com/anni_sen/status/1978230013729407039) [@anni_sen](/creator/x/anni_sen) 2025-10-14T22:42Z 1519 followers, 3361 engagements


"One of the best articles I found on RARE EARTHS. $UAMY $UUUU $PPTA $MP $USAR"  
[X Link](https://x.com/anni_sen/status/1977806540892700726) [@anni_sen](/creator/x/anni_sen) 2025-10-13T18:39Z 1506 followers, 29.9K engagements


"$TMQ Trilogy a Canadian minerals explorer up XXX% AH. US govt taking a XX% stake. A 345MC company that tomorrow will be worth close to 1B. Trilogy Metals has mining claims in remote areas of Alaska including a joint venture with South32 Ltd. The US deal also includes warrants to purchase an additional XXX% of the Vancouver-based company"  
[X Link](https://x.com/anni_sen/status/1975357427953639797) [@anni_sen](/creator/x/anni_sen) 2025-10-07T00:28Z 1516 followers, XXX engagements


"If Fintwit is making 50%-100% gains in weeks in public equities why would they go invest in private equity and sit on tied liquidity for years Unless Offcourse its a hot name like Anduril SpaceX Databricks. Where does small startups find liquidity in this market"  
[X Link](https://x.com/anni_sen/status/1975982401752006923) [@anni_sen](/creator/x/anni_sen) 2025-10-08T17:51Z 1513 followers, 1117 engagements


"@DGretta_Author Dave they need to find the restaurant stocks again like $TXRH"  
[X Link](https://x.com/anni_sen/status/1976317511139459225) [@anni_sen](/creator/x/anni_sen) 2025-10-09T16:03Z 1516 followers, XX engagements


"$ONDS What a run from 0.83cents 6mo back I dont own it but kudos to those who spotted this early"  
[X Link](https://x.com/anni_sen/status/1976356960460210395) [@anni_sen](/creator/x/anni_sen) 2025-10-09T18:39Z 1510 followers, 17.6K engagements


"If Trump say soybeans and $QQQ Nasdaq dumps over 400B that tells me the valuations are itching fund managers to hit the sell button. I bet their algorithms are cued to anything negative he says as sell"  
[X Link](https://x.com/anni_sen/status/1978202519416226261) [@anni_sen](/creator/x/anni_sen) 2025-10-14T20:53Z 1517 followers, XXX engagements


"They are throwing SaaS down the drain- $FOUR $CRM $TEAM"  
[X Link](https://x.com/anni_sen/status/1978504611028734429) [@anni_sen](/creator/x/anni_sen) 2025-10-15T16:53Z 1510 followers, XXX engagements


"$ETH this is how it starts- Alipay network going blockchain on Ethereum L2. Jovay rollout is fresh so active users on it are probably in the early thousands. Alipays got 1.4B users.PayPals at 430M active accounts. Visa roughly 4.7B cards in circulation. $BABA $V $PYPL $JPM $ETH"  
[X Link](https://x.com/anni_sen/status/1978617025300922722) [@anni_sen](/creator/x/anni_sen) 2025-10-16T00:20Z 1513 followers, XXX engagements


"Poolside now valued at 14B after its recent 2B raise partners with $CRWV as tenant in West Texas to build 2GW data center powered by natural gas. Kant said the industry standard for a 2GW data center is about $16B but Poolside expects its costs to be lower"  
[X Link](https://x.com/anni_sen/status/1978629652106371386) [@anni_sen](/creator/x/anni_sen) 2025-10-16T01:10Z 1514 followers, XXX engagements


"$WULF intends to offer $3.2B senior secured notes due 2030. This is a positive development in anticipation of deals w Fluidstack/others requires expansion at Lake Mariner. This raise supercharges the Lake Mariner expansion targeting XXX MW near-term (upgradable to XXX MW) plus the XXX MW Fluidstack/Google HPC colocation (200 MW Phase X online H1 2026 full by year-end with options to XXX MW) TeraWulfs deal with Fluidstack is located at its Lake Mariner data center campus in Barker New York. This covers the initial 200+ MW (expandable to XXX MW) in 10-year HPC colocation leases for AI workloads"  
[X Link](https://x.com/anni_sen/status/1978122593300566146) [@anni_sen](/creator/x/anni_sen) 2025-10-14T15:35Z 1519 followers, 5682 engagements


"$GRAL is up XX% today and stands at 3B market cap. You know whats wild $ILMN incubated and spun it off in 2016 to bring in private investors valuing it at around $1B back then but kept majority control. Then in 2020 they announced buying out the rest for $8B closing in 2021. Finally Grail IPOed under ticker $GRAL in 2024. The $8B+ paid by Illumina is still more than half what its worth today. Illumina took $3.19B impairment in 2022 then in 2024 a $1.4B goodwill hit-plus 420M on R&D. Brutal"  
[X Link](https://x.com/anni_sen/status/1978883300308717947) [@anni_sen](/creator/x/anni_sen) 2025-10-16T17:58Z 1521 followers, XXX engagements


"$CSX $UNP $NSC $CP BNSF Robert E. Primus a board member of the federal regulator responsible for approving railroad mergers has been fired by the WH. Mr. Primus was the dissenting vote in the merger of Canadian Pacific and Kansas City Southern. This likely paves a way for merger Union Pacific to buy Norfolk Southern for $85B the nations first coast-to-coast rail network. Ancora is involved in activism at $CSX which is potentially been motivated to look at merger options"  
[X Link](https://x.com/anni_sen/status/1961270165242540336) [@anni_sen](/creator/x/anni_sen) 2025-08-29T03:30Z 1519 followers, 1211 engagements


"Time is of the essence because inaction risks impairing the long-term value of CSX Ancora wrote to the $CSX board.It is pushing for a CEO change and has $100M in CSXunclear if these are commons or options. Ancora activism at $NSC secured them X board seats that pushed a deal with $UNP. Recall my post below removal of Robert Primus from STB. $CSX"  
[X Link](https://x.com/anni_sen/status/1961509092591374811) [@anni_sen](/creator/x/anni_sen) 2025-08-29T19:19Z 1519 followers, XXX engagements


"$BE Bloom energy -1.6B rev MC 14B $GNRC Generac -4.4B rev MC 10B It will be fixed"  
[X Link](https://x.com/anni_sen/status/1965852618326159788) [@anni_sen](/creator/x/anni_sen) 2025-09-10T18:59Z 1520 followers, XXX engagements


"Whats up with $BROS Down XX% past month. $SBUX cannot compete with either Luckin coffee or Dutch Bros. Expensive bad coffee. Starbucks not providing any value to customers"  
[X Link](https://x.com/anni_sen/status/1973445234748264509) [@anni_sen](/creator/x/anni_sen) 2025-10-01T17:49Z 1520 followers, 1900 engagements


"$HUT doing lots of media blitz recently. Owns majority of $ABTC Bitcoin treasury with Eric Trump. Has 1GW power. HUT8 differentiates with faster time to market for their colocation solutions"  
[X Link](https://x.com/anni_sen/status/1974175458083418262) [@anni_sen](/creator/x/anni_sen) 2025-10-03T18:11Z 1520 followers, 1675 engagements


"Cool. I like all the locations. Apple Hewlett Packard and many stellar US tech were founded humbly in garages. Market ascribe valuations that represent underlying optionality. Whats the point here $RGTI $QBTS $IONQ"  
[X Link](https://x.com/anni_sen/status/1974575900315595119) [@anni_sen](/creator/x/anni_sen) 2025-10-04T20:42Z 1520 followers, 1687 engagements


"@moninvestor Bought $BZAI in July after they secured 120M deal and looked MC of 500M did not fully take into account this deal so holding from $X. Would love your take"  
[X Link](https://x.com/anni_sen/status/1978235926733029510) [@anni_sen](/creator/x/anni_sen) 2025-10-14T23:06Z 1519 followers, 1256 engagements


"I dont like announcements"  
[X Link](https://x.com/anni_sen/status/1978837062406004863) [@anni_sen](/creator/x/anni_sen) 2025-10-16T14:54Z 1520 followers, XXX engagements


"$CIFR new CFO Greg Mumford. Mumford was most recently a senior banker in the Digital Assets & Infrastructure Investment Banking group at Keefe Bruyette & Wood. It makes sense to assume more deals for AI/HPC will be structured and more debt instruments created as the demand for colocation keeps heating up"  
[X Link](https://x.com/anni_sen/status/1979215546366464307) [@anni_sen](/creator/x/anni_sen) 2025-10-17T15:58Z 1519 followers, 6456 engagements


"$WULF one of the few miners to close green other than $CIFR. I have always reiterated once there is a deal in place it validates the working infrastructure. Read my writeup on $WULF"  
[X Link](https://x.com/anni_sen/status/1979277287590891992) [@anni_sen](/creator/x/anni_sen) 2025-10-17T20:04Z 1519 followers, 1268 engagements


"All Private Equity Funds should publish their last XX year returns. I doubt most have beaten S&P consistently. Well except a few Silverlake Andreessen or Coatue etc"  
[X Link](https://x.com/anni_sen/status/1979636205483704359) [@anni_sen](/creator/x/anni_sen) 2025-10-18T19:50Z 1519 followers, XXX engagements