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# ![@KashRamki Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::203645718.png) @KashRamki Kash

Kash posts on X about $iren, ai, $cifr, msft the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXXX engagements in the last XX hours.

### Engagements: XXXXXX [#](/creator/twitter::203645718/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::203645718/c:line/m:interactions.svg)

- X Week XXXXXXX +602%
- X Month XXXXXXX +44%
- X Months XXXXXXXXX +1,539%

### Mentions: X [#](/creator/twitter::203645718/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::203645718/c:line/m:posts_active.svg)

- X Week X -XX%
- X Month XX -XX%
- X Months XX +493%

### Followers: XXXXX [#](/creator/twitter::203645718/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::203645718/c:line/m:followers.svg)

- X Week XXXXX +4.90%
- X Month XXXXX +44%
- X Months XXXXX +912%

### CreatorRank: XXXXXXX [#](/creator/twitter::203645718/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::203645718/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::203645718/influence)
---

**Social category influence**
[stocks](/list/stocks)  #3196 [technology brands](/list/technology-brands)  XXXXX% [finance](/list/finance)  XXXX%

**Social topic influence**
[$iren](/topic/$iren) #26, [ai](/topic/ai) 21.43%, [$cifr](/topic/$cifr) #11, [msft](/topic/msft) #12, [$97bn](/topic/$97bn) 7.14%, [microsoft](/topic/microsoft) #138, [$5mmw](/topic/$5mmw) 7.14%, [$10mmw](/topic/$10mmw) 7.14%, [$nuai](/topic/$nuai) 7.14%, [what does](/topic/what-does) XXXX%

**Top accounts mentioned or mentioned by**
[@realjimchanos](/creator/undefined) [@thebestblock](/creator/undefined) [@mikealfred](/creator/undefined) [@compoundingx](/creator/undefined) [@rem7816](/creator/undefined) [@jedis4justice](/creator/undefined) [@fransbakker9812](/creator/undefined) [@microsoft](/creator/undefined) [@jackmenshaw](/creator/undefined) [@juljacqus](/creator/undefined) [@scale_bar](/creator/undefined) [@thebtcminingguy](/creator/undefined) [@masayoshisson](/creator/undefined) [@pearsonpc](/creator/undefined) [@alexschettino](/creator/undefined) [@btc_bella69420](/creator/undefined) [@crowns_ark](/creator/undefined) [@jaysyoon](/creator/undefined) [@awilkinson](/creator/undefined) [@tweetteevee8](/creator/undefined)

**Top assets mentioned**
[IREN Limited (IREN)](/topic/$iren) [Cipher Mining Inc. Common Stock (CIFR)](/topic/$cifr) [Microsoft Corp. (MSFT)](/topic/microsoft)
### Top Social Posts [#](/creator/twitter::203645718/posts)
---
Top posts by engagements in the last XX hours

"This is the single best deal Ive heard announced across the industry so far"  
[X Link](https://x.com/KashRamki/status/1985320518300405946) [@KashRamki](/creator/x/KashRamki) 2025-11-03T12:17Z 4319 followers, 80.1K engagements


"Thats amongst the first things I noticed. Cleverly done because that way you dont have to account for the datacenter residual cash flows. Not how one should do it though given its a completely greenfield project. Also isnt it odd that you include $5m/MW for supercluster and acceleration spend but not the other $10m/MW Apples and oranges analysis. You are incorrect about your unlevered assumption. MSFTs cost of financing is imputed in the topline"  
[X Link](https://x.com/KashRamki/status/1986066328524935278) [@KashRamki](/creator/x/KashRamki) 2025-11-05T13:41Z 4319 followers, 1589 engagements


"Starting to dig into $NUAI. Very credible story strategy and management team. Massively undervalued on a per MW basis relative to the likes of $IREN. Many positive catalysts on the horizon the biggest being the soon-to-be-announced hyperscaler partner for their phase I build out with Sharon AI. Ive been focused on BTM strategies for several years in Texas and demand has (finally) caught up and has now well overshot existing supply for decades to come. New BTM generation is the only way to address the current demand-supply gap for AI. Thanks @JackMenshaw for bringing it to my attention"  
[X Link](https://x.com/KashRamki/status/1983641949367415231) [@KashRamki](/creator/x/KashRamki) 2025-10-29T21:07Z 4166 followers, 18.5K engagements


"Wait. - $IREN and $CIFR both move earnings dates up to this week - both announce hyperscaler deals the same week - both have similar sized portfolios and equally talented mgmt teams What if. Both are trading up together today on no news and have pretty much been in lock-step for a while. What does the market know"  
[X Link](https://x.com/KashRamki/status/1986123024500703406) [@KashRamki](/creator/x/KashRamki) 2025-11-05T17:26Z 4319 followers, 103.6K engagements


"@RealJimChanos Either you didnt read my post or you cant tell the difference between an enterprise (aka colo) DC and an AI CSP. So which one is it Im thinking its the latter"  
[X Link](https://x.com/KashRamki/status/1986073830453018905) [@KashRamki](/creator/x/KashRamki) 2025-11-05T14:11Z 4315 followers, XXX engagements


"Spoke to an extremely large datacenter counterparty today thats focused on one thing and one thing only: 2026 power. The conversation was rational. They stuck to their guns on not overpaying but I was struck by how laser focused they were on the mission: 2026 power. Thats it. No mincing words. The demand is real. The race for electrons is real. These are unprecedented times. $IREN"  
[X Link](https://x.com/KashRamki/status/1981557441696288918) [@KashRamki](/creator/x/KashRamki) 2025-10-24T03:04Z 4319 followers, 48.7K engagements


"Heres what @RealJimChanos didnt tell you about his $IREN - $MSFT analysis: 1) What he calls Cash Flow Unlevered has a cost of financing built in by MSFT. MSFT isnt handing you $1.9M upfront for free the last time I checked. So the 5-yr $9.7M revenue is lowered by an implied cost of capital which I expect is steep because it effectively validates IRENs entire platform and shift to a CSP. 2) He completely omits the residual cash flows of the state-of-the-art AI infrastructure a long-lived asset with decades of useful life. Assuming its priced as a lowly enterprise datacenter not a"  
[X Link](https://x.com/KashRamki/status/1986044509126300120) [@KashRamki](/creator/x/KashRamki) 2025-11-05T12:14Z 4320 followers, 58.8K engagements


"My expectations for tomorrows $IREN earnings: 1) A financing plan for the $1B funding requirement at Horizon 1-4 2) A possible back-to-back transaction with MSFT for Horizon 5-10 this time on much better economics given that this is a retrofit 3) A Phase X datacenter expansion plan and timeline of Sweetwater X given the impending energization which I suspect will be accelerated to Jan 2026 4) Possible customer announcement for SW1 Phase X 5) Additional detail around multi-gigawatt development pipeline 6) A broadening of partnership with NVIDIA (not equity investment)"  
[X Link](https://x.com/KashRamki/status/1986048636430495891) [@KashRamki](/creator/x/KashRamki) 2025-11-05T12:31Z 4319 followers, 46.3K engagements


"@mikealfred said we werent thinking big enough so there. Probably wrong. Maybe Im still not thinking big enough"  
[X Link](https://x.com/KashRamki/status/1986130634536853654) [@KashRamki](/creator/x/KashRamki) 2025-11-05T17:56Z 4319 followers, 10.9K engagements