[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.] #  @RHouseResearch Rittenhouse Research Cipher Mining ($CIFR) recently announced a significant data center co-location deal with Amazon ($AMZN), providing an estimated 200MW of critical IT load capacity, with a total contract value of $XXX billion over XX years. This deal has garnered attention from major investors, including Jane Street, which has disclosed a X% position in Cipher Mining. Additionally, Galaxy Digital ($GLXY) and CoreWeave ($CRWV) are also making notable advancements in the data center and AI spaces. ### Engagements: XXXXX [#](/creator/twitter::1923064392289050624/interactions)  - X Week XXXXXXX -XX% - X Month XXXXXXX -XX% - X Months XXXXXXXXX +8,455% ### Mentions: XX [#](/creator/twitter::1923064392289050624/posts_active)  - X Month XX -XX% - X Months XXX +4,790% ### Followers: XXXXX [#](/creator/twitter::1923064392289050624/followers)  - X Week XXXXX +1.20% - X Month XXXXX +5.70% - X Months XXXXX +1,890% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::1923064392289050624/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) XXXXX% [finance](/list/finance) XXXXX% [technology brands](/list/technology-brands) XXXXX% [currencies](/list/currencies) XXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% **Social topic influence** [$iren](/topic/$iren) #124, [$msft](/topic/$msft) #168, [$crwv](/topic/$crwv) #46, [if you](/topic/if-you) 8.33%, [$glxy](/topic/$glxy) #19, [microsoft](/topic/microsoft) #1500, [ai](/topic/ai) 5.56%, [$nbis](/topic/$nbis) #122, [debt](/topic/debt) #1127, [fund manager](/topic/fund-manager) XXXX% **Top accounts mentioned or mentioned by** [@closenberger](/creator/undefined) [@mikehilliervb](/creator/undefined) [@lootdropcapital](/creator/undefined) [@actaccordingly](/creator/undefined) [@skeptical1704](/creator/undefined) [@agrippainv](/creator/undefined) [@zoomyzoomm](/creator/undefined) [@gnoble79](/creator/undefined) [@rabois](/creator/undefined) [@santiagoroel](/creator/undefined) [@jordaantrades](/creator/undefined) [@thebtcminingguy](/creator/undefined) [@realjimchanos](/creator/undefined) [@agrippa_inv](/creator/undefined) [@shaunmmaguire](/creator/undefined) [@martinshkreli](/creator/undefined) [@leopoldasch](/creator/undefined) [@abigubifooty](/creator/undefined) [@austranskolswft](/creator/undefined) [@counterpartytv](/creator/undefined) **Top assets mentioned** [IREN Limited (IREN)](/topic/$iren) [Microsoft Corp. (MSFT)](/topic/$msft) [CoreWeave, Inc. (CRWV)](/topic/$crwv) [Galaxy Digital Inc. (GLXY)](/topic/$glxy) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [TeraWulf Inc. (WULF)](/topic/terawulf) [Freicoin (FRC)](/topic/$frc) [Freshpet, Inc. (FRPT)](/topic/$frpt) [ProCap BTC (BRR)](/topic/$brr) ### Top Social Posts Top posts by engagements in the last XX hours "Rookie Fund Manager @leopoldasch: $4.1B AUM Veteran Fund Manager Matthew Sigel: $48MM AUM The audacity (and / or sheer delusion)" [X Link](https://x.com/RHouseResearch/status/1990915713003839577) 2025-11-18T22:51Z 8099 followers, 6960 engagements "In my view still presents the best r/r of the cohort of emerging AI data center co-location businesses (along with TeraWulf $WULF which I also like a lot). Basically think that if you have a positive view on CoreWeave's $CRWV credit risk as a tenant (which I do) $GLXY is very cheap here on an absolute basis and even cheaper on a relative basis (and you're also getting the Digital Assets business which is worth $5B+ for free at this valuation)" [X Link](https://x.com/RHouseResearch/status/1991916536139780406) 2025-11-21T17:08Z 8098 followers, 2579 engagements "New post on my (free) substack: Has the Delivery Timeline for Galaxy Digital's Data Center Campus and CoreWeave Lease Accelerated $GLXY $CRWV" [X Link](https://x.com/RHouseResearch/status/1993741982574039171) 2025-11-26T18:01Z 8105 followers, 43.9K engagements "On the $IREN - $MSFT deal. if you assume Microsoft renews this cloud contract on the same exact terms for two X year incremental contracts the IRR is 8%. So in 2031 and in 2036 youre assuming $MSFT still wants to outsource to a neocloud. Thats a big assumption to need for an X% IRR lol" [X Link](https://x.com/RHouseResearch/status/1994559464431641087) 2025-11-29T00:10Z 8103 followers, 44.7K engagements "@Agrippa_Inv Lol you want me to build out a monthly model to juice the unlevered IRR XX bps to XXX% Talk about clutching at straws. And if this is such a leveragable deal why hasnt $IREN announced the financing yet We both know why - dilutive equity on the way 😂" [X Link](https://x.com/RHouseResearch/status/1994579052200681592) 2025-11-29T01:27Z 8103 followers, 2215 engagements "By my estimation Nebius $NBIS is earning $XXXX per GPU hour for their Microsoft $MSFT deal versus $XXXX per GPU hour for $IREN" [X Link](https://x.com/RHouseResearch/status/1994758308620571023) 2025-11-29T13:20Z 8104 followers, 55.9K engagements "To IRENs $IREN credit - they provide much more detail and disclosure on their cloud business (e.g. precise GPU count expected CapEx $ per GPU for their Microsoft $MSFT deal) than Nebius $NBIS" [X Link](https://x.com/RHouseResearch/status/1994856332441391412) 2025-11-29T19:49Z 8102 followers, 13.4K engagements "@AustranSkolSwft Doesnt matter $MSFT deal bro (just ignore how bad of a deal it is) LOL" [X Link](https://x.com/RHouseResearch/status/1996401371302838408) 2025-12-04T02:09Z 8099 followers, 4236 engagements "@JordaanTrades No its not. Youre capping" [X Link](https://x.com/RHouseResearch/status/1996427164422656014) 2025-12-04T03:51Z 8102 followers, 4145 engagements "Surely all of the Credit Default Swap gurus out there are going to give us an update on how CoreWeaves $CRWV CDS and debt have traded this week right" [X Link](https://x.com/RHouseResearch/status/1996762023200469345) 2025-12-05T02:02Z 8103 followers, 5295 engagements "With all due respect your take here is ridiculous especially considering how other "data center developers" in your ETF's portfolio operate. Helios is a $6.4B project (533MW of critical IT load x $12MM/MW). Assuming XX% LTC (i.e. that Galaxy $GLXY can raise XX% or $5.3B of the total CapEx bill via project-level debt financing) Galaxy still needs to contribute $1.3B of cash equity into the project. $300MM or so has already been funded resulting in $1B of additional equity capital needed. Note that $GLXY has already raised $1.4B of non-dilutive project level debt from DB for Phase I (133MW) and" [X Link](https://x.com/RHouseResearch/status/1977069799932149938) 2025-10-11T17:52Z 8103 followers, 173.6K engagements "Remember when current $IREN Board Member Mike Alfred tweeted that he was short First Republic Bank $FRC on March XX 2023 And then told a compete and utter lie that a bank run was occurring at First Republic just one day later Note that First Republic didnt go into receivership until May" [X Link](https://x.com/RHouseResearch/status/1991620199804805345) 2025-11-20T21:30Z 8100 followers, 11.7K engagements "@LootDropCapital Well on the signed contract theres $8.8B going out and $8.2B going in so the unlevered IRR is negative. Not sure if you know how math works but" [X Link](https://x.com/RHouseResearch/status/1994572148539887822) 2025-11-29T01:00Z 8103 followers, XXX engagements "$IREN CEO Dan Roberts in May 2025: Were building AI data centers at $6MM - $7MM per MW. $IREN in November 2025: Its going to cost us $14MM - $16MM per MW to build an AI data center" [X Link](https://x.com/RHouseResearch/status/1996400135962780143) 2025-12-04T02:04Z 8103 followers, 92.4K engagements "@ActAccordingly @tbpn Freshpet thesis was a masterclass in short selling. Even more impressive in this environment. $FRPT" [X Link](https://x.com/RHouseResearch/status/1998220058863055305) 2025-12-09T02:36Z 8104 followers, XXX engagements "@MetacriticCap Buy stuff for sub $15B (such that its immaterial no need to disclose organic and PF growth) maintain positive revenue growth" [X Link](https://x.com/RHouseResearch/status/1998240915014775261) 2025-12-09T03:58Z 8102 followers, XX engagements "I had previously thought that @RealJimChanos converting his biz to a family office / research shop would mark the top and then I thought that Nate Anderson retiring would mark the top but this post + you pitching a long at Sohn surely definitively going to mark a top right" [X Link](https://x.com/RHouseResearch/status/1998529936945262610) 2025-12-09T23:07Z 8103 followers, XXX engagements "Any update on @APompliano and @dgt10011s SPAC Ticker is $BRR lol. You really gotta hand it to Pomp - truly an original outside the box thinker launching a BTC Treasury company via SPAC in late 2025. Because thats exactly what the world needed" [X Link](https://x.com/RHouseResearch/status/1998614787803197467) 2025-12-10T04:44Z 8103 followers, 1933 engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@RHouseResearch Rittenhouse Research
Cipher Mining ($CIFR) recently announced a significant data center co-location deal with Amazon ($AMZN), providing an estimated 200MW of critical IT load capacity, with a total contract value of $XXX billion over XX years. This deal has garnered attention from major investors, including Jane Street, which has disclosed a X% position in Cipher Mining. Additionally, Galaxy Digital ($GLXY) and CoreWeave ($CRWV) are also making notable advancements in the data center and AI spaces.
Engagements: XXXXX #
- X Week XXXXXXX -XX%
- X Month XXXXXXX -XX%
- X Months XXXXXXXXX +8,455%
Mentions: XX #
- X Month XX -XX%
- X Months XXX +4,790%
Followers: XXXXX #
- X Week XXXXX +1.20%
- X Month XXXXX +5.70%
- X Months XXXXX +1,890%
CreatorRank: XXXXXXXXX #
Social Influence
Social category influence stocks XXXXX% finance XXXXX% technology brands XXXXX% currencies XXXX% cryptocurrencies XXXX%
Social topic influence $iren #124, $msft #168, $crwv #46, if you 8.33%, $glxy #19, microsoft #1500, ai 5.56%, $nbis #122, debt #1127, fund manager XXXX%
Top accounts mentioned or mentioned by @closenberger @mikehilliervb @lootdropcapital @actaccordingly @skeptical1704 @agrippainv @zoomyzoomm @gnoble79 @rabois @santiagoroel @jordaantrades @thebtcminingguy @realjimchanos @agrippa_inv @shaunmmaguire @martinshkreli @leopoldasch @abigubifooty @austranskolswft @counterpartytv
Top assets mentioned IREN Limited (IREN) Microsoft Corp. (MSFT) CoreWeave, Inc. (CRWV) Galaxy Digital Inc. (GLXY) Nebius Group N.V. Class A Ordinary Shares (NBIS) TeraWulf Inc. (WULF) Freicoin (FRC) Freshpet, Inc. (FRPT) ProCap BTC (BRR)
Top Social Posts
Top posts by engagements in the last XX hours
"Rookie Fund Manager @leopoldasch: $4.1B AUM Veteran Fund Manager Matthew Sigel: $48MM AUM The audacity (and / or sheer delusion)"
X Link 2025-11-18T22:51Z 8099 followers, 6960 engagements
"In my view still presents the best r/r of the cohort of emerging AI data center co-location businesses (along with TeraWulf $WULF which I also like a lot). Basically think that if you have a positive view on CoreWeave's $CRWV credit risk as a tenant (which I do) $GLXY is very cheap here on an absolute basis and even cheaper on a relative basis (and you're also getting the Digital Assets business which is worth $5B+ for free at this valuation)"
X Link 2025-11-21T17:08Z 8098 followers, 2579 engagements
"New post on my (free) substack: Has the Delivery Timeline for Galaxy Digital's Data Center Campus and CoreWeave Lease Accelerated $GLXY $CRWV"
X Link 2025-11-26T18:01Z 8105 followers, 43.9K engagements
"On the $IREN - $MSFT deal. if you assume Microsoft renews this cloud contract on the same exact terms for two X year incremental contracts the IRR is 8%. So in 2031 and in 2036 youre assuming $MSFT still wants to outsource to a neocloud. Thats a big assumption to need for an X% IRR lol"
X Link 2025-11-29T00:10Z 8103 followers, 44.7K engagements
"@Agrippa_Inv Lol you want me to build out a monthly model to juice the unlevered IRR XX bps to XXX% Talk about clutching at straws. And if this is such a leveragable deal why hasnt $IREN announced the financing yet We both know why - dilutive equity on the way 😂"
X Link 2025-11-29T01:27Z 8103 followers, 2215 engagements
"By my estimation Nebius $NBIS is earning $XXXX per GPU hour for their Microsoft $MSFT deal versus $XXXX per GPU hour for $IREN"
X Link 2025-11-29T13:20Z 8104 followers, 55.9K engagements
"To IRENs $IREN credit - they provide much more detail and disclosure on their cloud business (e.g. precise GPU count expected CapEx $ per GPU for their Microsoft $MSFT deal) than Nebius $NBIS"
X Link 2025-11-29T19:49Z 8102 followers, 13.4K engagements
"@AustranSkolSwft Doesnt matter $MSFT deal bro (just ignore how bad of a deal it is) LOL"
X Link 2025-12-04T02:09Z 8099 followers, 4236 engagements
"@JordaanTrades No its not. Youre capping"
X Link 2025-12-04T03:51Z 8102 followers, 4145 engagements
"Surely all of the Credit Default Swap gurus out there are going to give us an update on how CoreWeaves $CRWV CDS and debt have traded this week right"
X Link 2025-12-05T02:02Z 8103 followers, 5295 engagements
"With all due respect your take here is ridiculous especially considering how other "data center developers" in your ETF's portfolio operate. Helios is a $6.4B project (533MW of critical IT load x $12MM/MW). Assuming XX% LTC (i.e. that Galaxy $GLXY can raise XX% or $5.3B of the total CapEx bill via project-level debt financing) Galaxy still needs to contribute $1.3B of cash equity into the project. $300MM or so has already been funded resulting in $1B of additional equity capital needed. Note that $GLXY has already raised $1.4B of non-dilutive project level debt from DB for Phase I (133MW) and"
X Link 2025-10-11T17:52Z 8103 followers, 173.6K engagements
"Remember when current $IREN Board Member Mike Alfred tweeted that he was short First Republic Bank $FRC on March XX 2023 And then told a compete and utter lie that a bank run was occurring at First Republic just one day later Note that First Republic didnt go into receivership until May"
X Link 2025-11-20T21:30Z 8100 followers, 11.7K engagements
"@LootDropCapital Well on the signed contract theres $8.8B going out and $8.2B going in so the unlevered IRR is negative. Not sure if you know how math works but"
X Link 2025-11-29T01:00Z 8103 followers, XXX engagements
"$IREN CEO Dan Roberts in May 2025: Were building AI data centers at $6MM - $7MM per MW. $IREN in November 2025: Its going to cost us $14MM - $16MM per MW to build an AI data center"
X Link 2025-12-04T02:04Z 8103 followers, 92.4K engagements
"@ActAccordingly @tbpn Freshpet thesis was a masterclass in short selling. Even more impressive in this environment. $FRPT"
X Link 2025-12-09T02:36Z 8104 followers, XXX engagements
"@MetacriticCap Buy stuff for sub $15B (such that its immaterial no need to disclose organic and PF growth) maintain positive revenue growth"
X Link 2025-12-09T03:58Z 8102 followers, XX engagements
"I had previously thought that @RealJimChanos converting his biz to a family office / research shop would mark the top and then I thought that Nate Anderson retiring would mark the top but this post + you pitching a long at Sohn surely definitively going to mark a top right"
X Link 2025-12-09T23:07Z 8103 followers, XXX engagements
"Any update on @APompliano and @dgt10011s SPAC Ticker is $BRR lol. You really gotta hand it to Pomp - truly an original outside the box thinker launching a BTC Treasury company via SPAC in late 2025. Because thats exactly what the world needed"
X Link 2025-12-10T04:44Z 8103 followers, 1933 engagements