[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.] #  @TheKamaHsutra Kamahsutra Kamahsutra posts on X about $iren, iren, $cifr, mining the most. They currently have XXXXX followers and 1074 posts still getting attention that total XXXXXX engagements in the last XX hours. ### Engagements: XXXXXX [#](/creator/twitter::1418176901919690757/interactions)  - X Week XXXXXXX +109% - X Month XXXXXXX +280% - X Months XXXXXXXXX +50% - X Year XXXXXXXXX +833% ### Mentions: XX [#](/creator/twitter::1418176901919690757/posts_active)  - X Week XX -XX% - X Month XXX +153% - X Months XXX +97% - X Year XXX +301% ### Followers: XXXXX [#](/creator/twitter::1418176901919690757/followers)  - X Week XXXXX +5.30% - X Month XXXXX +44% - X Months XXXXX +77% - X Year XXXXX +339% ### CreatorRank: XXXXXXX [#](/creator/twitter::1418176901919690757/influencer_rank)  ### Social Influence [#](/creator/twitter::1418176901919690757/influence) --- **Social category influence** [stocks](/list/stocks) [technology brands](/list/technology-brands) [finance](/list/finance) [cryptocurrencies](/list/cryptocurrencies) [social networks](/list/social-networks) **Social topic influence** [$iren](/topic/$iren) #20, [iren](/topic/iren) #25, [$cifr](/topic/$cifr) #20, [mining](/topic/mining) #475, [gpu](/topic/gpu), [$nbis](/topic/$nbis), [nvda](/topic/nvda) #74, [$nvda](/topic/$nvda) #213, [playing](/topic/playing), [$irens](/topic/$irens) **Top assets mentioned** [Iris Energy Limited Ordinary Shares (IREN)](/topic/$iren) [Cipher Mining Inc. Common Stock (CIFR)](/topic/$cifr) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [NVIDIA Corp. (NVDA)](/topic/$nvda) [CoreWeave, Inc. (CRWV)](/topic/$crwv) [Goldman Sachs (GS)](/topic/goldman-sachs) [Bitfarms Ltd. (BITF)](/topic/$bitf) [Hut X Mining Corp. (HUT)](/topic/$hut) ### Top Social Posts [#](/creator/twitter::1418176901919690757/posts) --- Top posts by engagements in the last XX hours "@marblesats @kentpdraper You don't win by playing not to lose. I think the DNA of the $IREN team is to play to win rather than playing not to lose. Investors of IREN also need this mentality otherwise they will not enjoy holding IREN"  [@TheKamaHsutra](/creator/x/TheKamaHsutra) on [X](/post/tweet/1946664371318378613) 2025-07-19 20:12:08 UTC 4074 followers, XXX engagements "It is apparently a touchy subject when it comes to $IREN being able to produce software stack that can rival top tier CSP providers such as $CRWV and $NBIS. The naysayers say it can't be done because it will take literally thousands of software engineers/developers and years to accomplish. But is that really the case In the age of AI assisted coding could $IREN develop a software stack that is capable of competing with top tier CSPs in a relatively short time and a much lower headcount That is a question I asked myself several weeks ago and asked ChatGPT to model out a timeline and headcount"  [@TheKamaHsutra](/creator/x/TheKamaHsutra) on [X](/post/tweet/1946965194250293256) 2025-07-20 16:07:29 UTC 4114 followers, 14.8K engagements "Thank you sir If you read through the Goldman Sachs piece some of the assumptions they make are not that accurate IMO especially assumptions about providers that cannot control their own cost of build and building timelines. This type of counterparty risk was not properly assessed by Goldman Sachs in their deck IMO"  [@TheKamaHsutra](/creator/x/TheKamaHsutra) on [X](/post/tweet/1945211310641385682) 2025-07-15 19:58:11 UTC 4103 followers, XXX engagements "@hashoveride Keep up good work Ben. $BITF is highly undervalued at this point basically buying at near bear market valuations. Looking forward to what you guys can cook up"  [@TheKamaHsutra](/creator/x/TheKamaHsutra) on [X](/post/tweet/1947668632084869520) 2025-07-22 14:42:42 UTC 4114 followers, 1193 engagements "@LTD1984 @kentpdraper The deals in colocation will just be a matter of time. Just be patient a bit longer. We didn't come all this way for nothing"  [@TheKamaHsutra](/creator/x/TheKamaHsutra) on [X](/post/tweet/1946666466247377036) 2025-07-19 20:20:27 UTC 4069 followers, XXX engagements "@305_Capital In one of my post it already showed that the sites SW sites have not gotten the final approval from ERCOT so I'm not being delusional. Also in one of the posts in the thread the likelihood is extremely slim that it's not approved"  [@TheKamaHsutra](/creator/x/TheKamaHsutra) on [X](/post/tweet/1942737972928843976) 2025-07-09 00:10:01 UTC 4114 followers, XXX engagements "Change is in the air. If anyone has been on the site today they would have noticed something very different. The theme is now all about powering AI. The focus and narrative has completely shifted towards AI. There is also a new section on the website that was previously not there the AI Data Centers page that highlights the company's strengths in bringing DCs to the end customer. It's also good to see that $IREN has finally gotten the Google SEO updated. When searching for "iren cloud" is at the top of the search list the way it should be. The next result is to that also has abundant material"  [@TheKamaHsutra](/creator/x/TheKamaHsutra) on [X](/post/tweet/1947683639740842001) 2025-07-22 15:42:20 UTC 4114 followers, 4101 engagements "@big_reabs @teddy_fore1 He might have sold at the April bottom for all equities. 🤔"  [@TheKamaHsutra](/creator/x/TheKamaHsutra) on [X](/post/tweet/1947453911939363019) 2025-07-22 00:29:29 UTC 4102 followers, XX engagements "@FbaWillard @mikealfred @ericjackson Could be what time was he on and when did he start talking $CIFR Around 2:30 pm was a 2.5mil share candle"  [@TheKamaHsutra](/creator/x/TheKamaHsutra) on [X](/post/tweet/1947730058086334912) 2025-07-22 18:46:47 UTC 4112 followers, XXX engagements "@litigious_dulce We need $IREN to enter the Emmanuel Macron phase"  [@TheKamaHsutra](/creator/x/TheKamaHsutra) on [X](/post/tweet/1947774252524212659) 2025-07-22 21:42:24 UTC 4114 followers, 1130 engagements "I have written about $IREN and $NVDA DGX Cloud Lepton quite a lot recently and how it's a game changer of a platform for an AI infrastructure player such as IREN that even exist until X months ago. I have also mentioned about $IREN's hiring of senior level personnel from Digital Ocean in the recent months and what implications it may have on the AI/HPC side of their business going forward. However it wasn't until I saw this YouTube video on the Digital Ocean channel that I had a more clear connection between IREN DGX Cloud Lepton and Digital Ocean. When I first saw the hires of Hunter Newmann"  [@TheKamaHsutra](/creator/x/TheKamaHsutra) on [X](/post/tweet/1947864835149971761) 2025-07-23 03:42:20 UTC 4114 followers, 7191 engagements "@BSide911 Would this help Zuck I am quite sure he's already aware of the MWs owned by $IREN and $CIFR. Move to where the water is sweet Zuck"  [@TheKamaHsutra](/creator/x/TheKamaHsutra) on [X](/post/tweet/1944907536299081863) 2025-07-14 23:51:05 UTC 4114 followers, 15.1K engagements "If you model it out on how long it would take to create a software stack that would rival Tier X CSPs using AI it's not so disingenuous at all. I previously model it out on ChatGPT deep research and the timeline was about XX to XX months with a headcount of less XX using AI assisted coding such as poolside. There is more confluence with other AI models as well. Might see a post on this coming soon. Software is not the moat you once thought was in the age of AI"  [@TheKamaHsutra](/creator/x/TheKamaHsutra) on [X](/post/tweet/1946754971686568373) 2025-07-20 02:12:08 UTC 4074 followers, 2346 engagements "🤯This is the first time I have ever used that emoji on Twitter but going through some of the mining metrics for $IREN when they hit XX EH and XX J/TH EOY it has me completely feeling this way. Simply 🤯🤯🤯. When I started playing around with the numbers for what types of revenue that IREN can generate by EOY it was just mind blowing what the possibilities are. The numbers were so good that I started to wonder how that would compare to $CORZ's colocation deal where some people were touting these numbers as untouchable this cycle. CORZ's current deal is for $6.7B using XXX MW that works out"  [@TheKamaHsutra](/creator/x/TheKamaHsutra) on [X](/post/tweet/1832559234795405792) 2024-09-07 23:19:03 UTC 4114 followers, 144.8K engagements "From ChatGPT: If your GPU cluster can generate $X billion in revenue over X years lenders will see this as a cash-flow-backed financing opportunity but the terms depend on your credit profile asset structure and whether you use the GPUs themselves as collateral. Heres how financing usually looks for a $1B GPU acquisition: X. Who Lends for GPU/Data Center Builds Traditional Banks & Project Finance Arms (e.g. large commercial banks export credit agencies if GPUs sourced abroad). Specialty Lenders / Private Credit Funds (e.g. Apollo Blackstone Fortress they often fund CoreWeave- and Nebius-like"  [@TheKamaHsutra](/creator/x/TheKamaHsutra) on [X](/post/tweet/1946655579013071044) 2025-07-19 19:37:11 UTC 4076 followers, 1669 engagements "@DilucaRobert @kentpdraper Kent was great on the spaces. Perhaps one day he'll join us on one of the spaces held by the $IREN bulls. I know Kent isn't very active on X being busy building up the business particularly on the AI side. If you're reading this what say your Mr. @kentpdraper 😉"  [@TheKamaHsutra](/creator/x/TheKamaHsutra) on [X](/post/tweet/1946929392006946827) 2025-07-20 13:45:13 UTC 4076 followers, XXX engagements "Ahem. *cough*. I'm zooming out. Even if someone rotated out $IREN for $HUT at the peak of the IREN/HUT they would be down today. The more like scenario is the range that has been circled which would be down significantly. Statues lie memes lie but charts don't lie. I do believe the phrase was "learn" Wait I got more dolls on tables that I need to be banging on. 😂"  [@TheKamaHsutra](/creator/x/TheKamaHsutra) on [X](/post/tweet/1947316735494771044) 2025-07-21 15:24:23 UTC 4113 followers, XXX engagements "I do not have insider info. However if people just see how quickly $IREN is able to get their hands on Blackwell (including GB300 NVL72) it would be reasonable to believe that $NVDA realizes the importance of their GW portfolio. A partnership is inevitable"  [@TheKamaHsutra](/creator/x/TheKamaHsutra) on [X](/post/tweet/1945930251223064906) 2025-07-17 19:35:00 UTC 4111 followers, 9355 engagements "I think there is a misconception that $IREN would be building a software stack from scratch I don't think that is accurate. I will post more about that later. Also if you look at the $ numbers it makes sense for them to try and move up the software stack if possible. Wholesale at large scale is still very profitable for IREN. However if looking at even a XXX MW deployment of Blackwell doing it all wholesale vs some wholesale combined with own platform the difference in annual revenues is hundreds of million per year. It's worth it to build your own stack if you can"  [@TheKamaHsutra](/creator/x/TheKamaHsutra) on [X](/post/tweet/1947121800615174525) 2025-07-21 02:29:47 UTC 4111 followers, XXX engagements "They do have a small fleet of GPUs that is at or near full utilization. Their fleet is going to more than 2x but not with more Hoppers that a lot of the current neoclouds have a high % of in their fleet inventory. $IREN will be 2400 Blackwells and 1900 Hoppers that is XX% Blackwells. I would like someone to find me another neocloud that has that type of fleet ratio. Most of the other neoclouds won't even disclose their full fleet but we know they're full of Hoppers. Hoppers were easy to deploy because there was very little barrier to deployment into existing DC infrastructure. However this"  [@TheKamaHsutra](/creator/x/TheKamaHsutra) on [X](/post/tweet/1945158111213330833) 2025-07-15 16:26:47 UTC 4111 followers, 8738 engagements "This is most welcomed news from $IREN appointing a new role of Chief Capital Officer to "lead the development of IRENs capital structure and financing strategy as we evaluate a range of AI infrastructure investments and associated funding requirements." $IREN is at an inflection point in the company's future direction. To build out it's near X GW power portfolio towards AI/HPC they will require an enormous amount of capital especially given $IREN's current market capitalization relative to their power portfolio. They need the right personal at the helm of their financing strategies. What"  [@TheKamaHsutra](/creator/x/TheKamaHsutra) on [X](/post/tweet/1940033609261326768) 2025-07-01 13:03:51 UTC 4103 followers, 12.2K engagements "@KevinUranium3O8 Not likely the Roberts Brothers founded this company with a vision that did not include a major merger such as this to dilute/lose control of it. You guys obviously hate me saying that $IREN has ambitions to develop their own stack. 😅"  [@TheKamaHsutra](/creator/x/TheKamaHsutra) on [X](/post/tweet/1947470460545077568) 2025-07-22 01:35:14 UTC 4110 followers, XXX engagements "It's simple economics. At the current BTC hash prices relative to $IREN's hash costs they're making just as much money mining BTC now as they would be from a colocation deal. IREN has the luxury of waiting for their terms that others probably didn't. Of course we worry about the window that is available to do a big colocation deal and I am quite certain that IREN knows this window much better than us. People who keep thinking they got passed over by $CRWV have not looked at the mining economics of IREN. As BTC prices goes up more they're making more than a colocation deal would provide. Why"  [@TheKamaHsutra](/creator/x/TheKamaHsutra) on [X](/post/tweet/1946660996656865741) 2025-07-19 19:58:43 UTC 4114 followers, 16.9K engagements "This afternoon $IREN CCO @kentpdraper went on a live X space with The Mining Pod. It gave me an opportunity to ask a couple of questions that I have not been able to find the answers to. These questions may seem insignificant however they can have a sizeable impact on the future trajectory of the company. The first question was regarding @IREN_Ltd's site at Mackenzie particularly about a second fiber optic line to the site. A second lined was announced to be in the works since May of 2024. The IREN website still has the status of the site as having a single fiber optic path with a second one"  [@TheKamaHsutra](/creator/x/TheKamaHsutra) on [X](/post/tweet/1946655573979635807) 2025-07-19 19:37:10 UTC 4114 followers, 46.2K engagements "$IREN would have to be compensated more fairly because of their BTC mining profitability than $CIFR would need to be. Also with $NVDA DGX Cloud Lepton $IREN is no longer at the mercy of a colocation deal. If they don't get fair value to offset the profits from BTC mining then can just wholesale GPU hours on Cloud Lepton. None of other miners can do that not many entities can do that period being the backbone that fills the bulk of GPU hours for DGX Cloud Lepton"  [@TheKamaHsutra](/creator/x/TheKamaHsutra) on [X](/post/tweet/1947707212539040261) 2025-07-22 17:16:00 UTC 4114 followers, XXX engagements "We did talk about these hires before several times but the missing link between: Lepton AI ➡ Digital Ocean ➡ $IREN Was not made before unless you were @danroberts0101 and @kentpdraper doing the hiring. The connection of how Digital Ocean was the infrastructure provider for Lepton AI made it perfect sense to recruit people who are familiar with the platform. The timing of the hires is also intriguing. Unless it's all just coincidence. 😉"  [@TheKamaHsutra](/creator/x/TheKamaHsutra) on [X](/post/tweet/1948012551716970633) 2025-07-23 13:29:19 UTC 4114 followers, XXX engagements "You keep on saying that $IREN is nothing but a landlord of dirt yet they obviously do have GPU clusters that are at or near full utilization. If you look at the GPU pricing for their H100s vs what $NBIS is offering they are basically the same. I would suspect that the rest of their respective basic offerings for similar GPUs to be exactly in line as well. So even without anything more than bare metal at this point they are getting about the same level of pricing as NBIS with the software stack that you love so much. Is there more value add to that Probably but what is the conversion rate of"  [@TheKamaHsutra](/creator/x/TheKamaHsutra) on [X](/post/tweet/1943371480823402759) 2025-07-10 18:07:21 UTC 4077 followers, 13.8K engagements "@LTD1984 @kentpdraper If anyone still thinks of IREN as just some BTC miner they have not been paying attention. It may sound blasphemous to CRWV holders now to compare IREN to CRWV but I am in agreement with you on this. We'll see in the next X years"  [@TheKamaHsutra](/creator/x/TheKamaHsutra) on [X](/post/tweet/1946663912893567006) 2025-07-19 20:10:18 UTC 4074 followers, 1082 engagements "It's all speculation now. However if you ever see a stock that has the midday volume far exceeding the opening volume then something is up. Notice the volume on $CIFR this morning at the open and now significant difference. We'll see by the end of the week if this was legit. 😉"  [@TheKamaHsutra](/creator/x/TheKamaHsutra) on [X](/post/tweet/1947693192331071876) 2025-07-22 16:20:18 UTC 4114 followers, 20.4K 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.]
@TheKamaHsutra Kamahsutra
Kamahsutra posts on X about $iren, iren, $cifr, mining the most. They currently have XXXXX followers and 1074 posts still getting attention that total XXXXXX engagements in the last XX hours.
Engagements: XXXXXX #
- X Week XXXXXXX +109%
- X Month XXXXXXX +280%
- X Months XXXXXXXXX +50%
- X Year XXXXXXXXX +833%
Mentions: XX #
- X Week XX -XX%
- X Month XXX +153%
- X Months XXX +97%
- X Year XXX +301%
Followers: XXXXX #
- X Week XXXXX +5.30%
- X Month XXXXX +44%
- X Months XXXXX +77%
- X Year XXXXX +339%
CreatorRank: XXXXXXX #
Social Influence #
Social category influence stocks technology brands finance cryptocurrencies social networks
Social topic influence $iren #20, iren #25, $cifr #20, mining #475, gpu, $nbis, nvda #74, $nvda #213, playing, $irens
Top assets mentioned Iris Energy Limited Ordinary Shares (IREN) Cipher Mining Inc. Common Stock (CIFR) Nebius Group N.V. Class A Ordinary Shares (NBIS) NVIDIA Corp. (NVDA) CoreWeave, Inc. (CRWV) Goldman Sachs (GS) Bitfarms Ltd. (BITF) Hut X Mining Corp. (HUT)
Top Social Posts #
Top posts by engagements in the last XX hours
"@marblesats @kentpdraper You don't win by playing not to lose. I think the DNA of the $IREN team is to play to win rather than playing not to lose. Investors of IREN also need this mentality otherwise they will not enjoy holding IREN"
@TheKamaHsutra on X 2025-07-19 20:12:08 UTC 4074 followers, XXX engagements
"It is apparently a touchy subject when it comes to $IREN being able to produce software stack that can rival top tier CSP providers such as $CRWV and $NBIS. The naysayers say it can't be done because it will take literally thousands of software engineers/developers and years to accomplish. But is that really the case In the age of AI assisted coding could $IREN develop a software stack that is capable of competing with top tier CSPs in a relatively short time and a much lower headcount That is a question I asked myself several weeks ago and asked ChatGPT to model out a timeline and headcount" @TheKamaHsutra on X 2025-07-20 16:07:29 UTC 4114 followers, 14.8K engagements
"Thank you sir If you read through the Goldman Sachs piece some of the assumptions they make are not that accurate IMO especially assumptions about providers that cannot control their own cost of build and building timelines. This type of counterparty risk was not properly assessed by Goldman Sachs in their deck IMO" @TheKamaHsutra on X 2025-07-15 19:58:11 UTC 4103 followers, XXX engagements
"@hashoveride Keep up good work Ben. $BITF is highly undervalued at this point basically buying at near bear market valuations. Looking forward to what you guys can cook up" @TheKamaHsutra on X 2025-07-22 14:42:42 UTC 4114 followers, 1193 engagements
"@LTD1984 @kentpdraper The deals in colocation will just be a matter of time. Just be patient a bit longer. We didn't come all this way for nothing" @TheKamaHsutra on X 2025-07-19 20:20:27 UTC 4069 followers, XXX engagements
"@305_Capital In one of my post it already showed that the sites SW sites have not gotten the final approval from ERCOT so I'm not being delusional. Also in one of the posts in the thread the likelihood is extremely slim that it's not approved" @TheKamaHsutra on X 2025-07-09 00:10:01 UTC 4114 followers, XXX engagements
"Change is in the air. If anyone has been on the site today they would have noticed something very different. The theme is now all about powering AI. The focus and narrative has completely shifted towards AI. There is also a new section on the website that was previously not there the AI Data Centers page that highlights the company's strengths in bringing DCs to the end customer. It's also good to see that $IREN has finally gotten the Google SEO updated. When searching for "iren cloud" is at the top of the search list the way it should be. The next result is to that also has abundant material" @TheKamaHsutra on X 2025-07-22 15:42:20 UTC 4114 followers, 4101 engagements
"@big_reabs @teddy_fore1 He might have sold at the April bottom for all equities. 🤔" @TheKamaHsutra on X 2025-07-22 00:29:29 UTC 4102 followers, XX engagements
"@FbaWillard @mikealfred @ericjackson Could be what time was he on and when did he start talking $CIFR Around 2:30 pm was a 2.5mil share candle" @TheKamaHsutra on X 2025-07-22 18:46:47 UTC 4112 followers, XXX engagements
"@litigious_dulce We need $IREN to enter the Emmanuel Macron phase" @TheKamaHsutra on X 2025-07-22 21:42:24 UTC 4114 followers, 1130 engagements
"I have written about $IREN and $NVDA DGX Cloud Lepton quite a lot recently and how it's a game changer of a platform for an AI infrastructure player such as IREN that even exist until X months ago. I have also mentioned about $IREN's hiring of senior level personnel from Digital Ocean in the recent months and what implications it may have on the AI/HPC side of their business going forward. However it wasn't until I saw this YouTube video on the Digital Ocean channel that I had a more clear connection between IREN DGX Cloud Lepton and Digital Ocean. When I first saw the hires of Hunter Newmann" @TheKamaHsutra on X 2025-07-23 03:42:20 UTC 4114 followers, 7191 engagements
"@BSide911 Would this help Zuck I am quite sure he's already aware of the MWs owned by $IREN and $CIFR. Move to where the water is sweet Zuck" @TheKamaHsutra on X 2025-07-14 23:51:05 UTC 4114 followers, 15.1K engagements
"If you model it out on how long it would take to create a software stack that would rival Tier X CSPs using AI it's not so disingenuous at all. I previously model it out on ChatGPT deep research and the timeline was about XX to XX months with a headcount of less XX using AI assisted coding such as poolside. There is more confluence with other AI models as well. Might see a post on this coming soon. Software is not the moat you once thought was in the age of AI" @TheKamaHsutra on X 2025-07-20 02:12:08 UTC 4074 followers, 2346 engagements
"🤯This is the first time I have ever used that emoji on Twitter but going through some of the mining metrics for $IREN when they hit XX EH and XX J/TH EOY it has me completely feeling this way. Simply 🤯🤯🤯. When I started playing around with the numbers for what types of revenue that IREN can generate by EOY it was just mind blowing what the possibilities are. The numbers were so good that I started to wonder how that would compare to $CORZ's colocation deal where some people were touting these numbers as untouchable this cycle. CORZ's current deal is for $6.7B using XXX MW that works out" @TheKamaHsutra on X 2024-09-07 23:19:03 UTC 4114 followers, 144.8K engagements
"From ChatGPT: If your GPU cluster can generate $X billion in revenue over X years lenders will see this as a cash-flow-backed financing opportunity but the terms depend on your credit profile asset structure and whether you use the GPUs themselves as collateral. Heres how financing usually looks for a $1B GPU acquisition: X. Who Lends for GPU/Data Center Builds Traditional Banks & Project Finance Arms (e.g. large commercial banks export credit agencies if GPUs sourced abroad). Specialty Lenders / Private Credit Funds (e.g. Apollo Blackstone Fortress they often fund CoreWeave- and Nebius-like" @TheKamaHsutra on X 2025-07-19 19:37:11 UTC 4076 followers, 1669 engagements
"@DilucaRobert @kentpdraper Kent was great on the spaces. Perhaps one day he'll join us on one of the spaces held by the $IREN bulls. I know Kent isn't very active on X being busy building up the business particularly on the AI side. If you're reading this what say your Mr. @kentpdraper 😉" @TheKamaHsutra on X 2025-07-20 13:45:13 UTC 4076 followers, XXX engagements
"Ahem. cough. I'm zooming out. Even if someone rotated out $IREN for $HUT at the peak of the IREN/HUT they would be down today. The more like scenario is the range that has been circled which would be down significantly. Statues lie memes lie but charts don't lie. I do believe the phrase was "learn" Wait I got more dolls on tables that I need to be banging on. 😂" @TheKamaHsutra on X 2025-07-21 15:24:23 UTC 4113 followers, XXX engagements
"I do not have insider info. However if people just see how quickly $IREN is able to get their hands on Blackwell (including GB300 NVL72) it would be reasonable to believe that $NVDA realizes the importance of their GW portfolio. A partnership is inevitable" @TheKamaHsutra on X 2025-07-17 19:35:00 UTC 4111 followers, 9355 engagements
"I think there is a misconception that $IREN would be building a software stack from scratch I don't think that is accurate. I will post more about that later. Also if you look at the $ numbers it makes sense for them to try and move up the software stack if possible. Wholesale at large scale is still very profitable for IREN. However if looking at even a XXX MW deployment of Blackwell doing it all wholesale vs some wholesale combined with own platform the difference in annual revenues is hundreds of million per year. It's worth it to build your own stack if you can" @TheKamaHsutra on X 2025-07-21 02:29:47 UTC 4111 followers, XXX engagements
"They do have a small fleet of GPUs that is at or near full utilization. Their fleet is going to more than 2x but not with more Hoppers that a lot of the current neoclouds have a high % of in their fleet inventory. $IREN will be 2400 Blackwells and 1900 Hoppers that is XX% Blackwells. I would like someone to find me another neocloud that has that type of fleet ratio. Most of the other neoclouds won't even disclose their full fleet but we know they're full of Hoppers. Hoppers were easy to deploy because there was very little barrier to deployment into existing DC infrastructure. However this" @TheKamaHsutra on X 2025-07-15 16:26:47 UTC 4111 followers, 8738 engagements
"This is most welcomed news from $IREN appointing a new role of Chief Capital Officer to "lead the development of IRENs capital structure and financing strategy as we evaluate a range of AI infrastructure investments and associated funding requirements." $IREN is at an inflection point in the company's future direction. To build out it's near X GW power portfolio towards AI/HPC they will require an enormous amount of capital especially given $IREN's current market capitalization relative to their power portfolio. They need the right personal at the helm of their financing strategies. What" @TheKamaHsutra on X 2025-07-01 13:03:51 UTC 4103 followers, 12.2K engagements
"@KevinUranium3O8 Not likely the Roberts Brothers founded this company with a vision that did not include a major merger such as this to dilute/lose control of it. You guys obviously hate me saying that $IREN has ambitions to develop their own stack. 😅" @TheKamaHsutra on X 2025-07-22 01:35:14 UTC 4110 followers, XXX engagements
"It's simple economics. At the current BTC hash prices relative to $IREN's hash costs they're making just as much money mining BTC now as they would be from a colocation deal. IREN has the luxury of waiting for their terms that others probably didn't. Of course we worry about the window that is available to do a big colocation deal and I am quite certain that IREN knows this window much better than us. People who keep thinking they got passed over by $CRWV have not looked at the mining economics of IREN. As BTC prices goes up more they're making more than a colocation deal would provide. Why" @TheKamaHsutra on X 2025-07-19 19:58:43 UTC 4114 followers, 16.9K engagements
"This afternoon $IREN CCO @kentpdraper went on a live X space with The Mining Pod. It gave me an opportunity to ask a couple of questions that I have not been able to find the answers to. These questions may seem insignificant however they can have a sizeable impact on the future trajectory of the company. The first question was regarding @IREN_Ltd's site at Mackenzie particularly about a second fiber optic line to the site. A second lined was announced to be in the works since May of 2024. The IREN website still has the status of the site as having a single fiber optic path with a second one" @TheKamaHsutra on X 2025-07-19 19:37:10 UTC 4114 followers, 46.2K engagements
"$IREN would have to be compensated more fairly because of their BTC mining profitability than $CIFR would need to be. Also with $NVDA DGX Cloud Lepton $IREN is no longer at the mercy of a colocation deal. If they don't get fair value to offset the profits from BTC mining then can just wholesale GPU hours on Cloud Lepton. None of other miners can do that not many entities can do that period being the backbone that fills the bulk of GPU hours for DGX Cloud Lepton" @TheKamaHsutra on X 2025-07-22 17:16:00 UTC 4114 followers, XXX engagements
"We did talk about these hires before several times but the missing link between: Lepton AI ➡ Digital Ocean ➡ $IREN Was not made before unless you were @danroberts0101 and @kentpdraper doing the hiring. The connection of how Digital Ocean was the infrastructure provider for Lepton AI made it perfect sense to recruit people who are familiar with the platform. The timing of the hires is also intriguing. Unless it's all just coincidence. 😉" @TheKamaHsutra on X 2025-07-23 13:29:19 UTC 4114 followers, XXX engagements
"You keep on saying that $IREN is nothing but a landlord of dirt yet they obviously do have GPU clusters that are at or near full utilization. If you look at the GPU pricing for their H100s vs what $NBIS is offering they are basically the same. I would suspect that the rest of their respective basic offerings for similar GPUs to be exactly in line as well. So even without anything more than bare metal at this point they are getting about the same level of pricing as NBIS with the software stack that you love so much. Is there more value add to that Probably but what is the conversion rate of" @TheKamaHsutra on X 2025-07-10 18:07:21 UTC 4077 followers, 13.8K engagements
"@LTD1984 @kentpdraper If anyone still thinks of IREN as just some BTC miner they have not been paying attention. It may sound blasphemous to CRWV holders now to compare IREN to CRWV but I am in agreement with you on this. We'll see in the next X years" @TheKamaHsutra on X 2025-07-19 20:10:18 UTC 4074 followers, 1082 engagements
"It's all speculation now. However if you ever see a stock that has the midday volume far exceeding the opening volume then something is up. Notice the volume on $CIFR this morning at the open and now significant difference. We'll see by the end of the week if this was legit. 😉" @TheKamaHsutra on X 2025-07-22 16:20:18 UTC 4114 followers, 20.4K engagements