[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.] [@varunku1](/creator/twitter/varunku1) "$IREN AI thesis holds Low-cost ($650K/MW) Canadian DCs deliver XXX% margins on Blackwell hosting self-funding liquid-cooled Rubin builds w/o dilution. GPU leasing crushes CoreWeave's stranded assets. $875M notes + new Blackwell contracts seal hybrid stability" [X Link](https://x.com/varunku1/status/1978829097364037828) [@varunku1](/creator/x/varunku1) 2025-10-16T14:23Z XXX followers, XXX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@varunku1
"$IREN AI thesis holds Low-cost ($650K/MW) Canadian DCs deliver XXX% margins on Blackwell hosting self-funding liquid-cooled Rubin builds w/o dilution. GPU leasing crushes CoreWeave's stranded assets. $875M notes + new Blackwell contracts seal hybrid stability"
X Link @varunku1 2025-10-16T14:23Z XXX followers, XXX engagements
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