[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.] #  @_Sgr_A_Star The God Particle The God Particle posts on X about $iren, $hims, $10m, $228m the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::2508560796/interactions)  - X Week XXXXXX +167% - X Month XXXXXXX -XX% - X Months XXXXXXX +1,680% - X Year XXXXXXX +6,825% ### Mentions: XX [#](/creator/twitter::2508560796/posts_active)  - X Week XX -XX% - X Month XX +45% - X Months XXX +139% - X Year XXX +1,482% ### Followers: XXXXX [#](/creator/twitter::2508560796/followers)  - X Week XXXXX +33% - X Month XXXXX +69% - X Months XXXXX +7,433% ### CreatorRank: XXXXXXX [#](/creator/twitter::2508560796/influencer_rank)  ### Social Influence [#](/creator/twitter::2508560796/influence) --- **Social category influence** [stocks](/list/stocks) XXXX% [finance](/list/finance) XXX% **Social topic influence** [$iren](/topic/$iren) #104, [$hims](/topic/$hims) #77, [$10m](/topic/$10m) 0.57%, [$228m](/topic/$228m) 0.57%, [$423m](/topic/$423m) 0.57%, [$5m](/topic/$5m) 0.57%, [10m](/topic/10m) 0.57%, [dont get](/topic/dont-get) 0.57%, [$orcls](/topic/$orcls) 0.57%, [$irens](/topic/$irens) XXXX% **Top accounts mentioned or mentioned by** [@nighthawktradez](/creator/undefined) [@himshouse](/creator/undefined) [@paulcerro](/creator/undefined) [@shorthims](/creator/undefined) [@investwise44](/creator/undefined) [@duedoctor](/creator/undefined) [@amaymd](/creator/undefined) [@nikoliasgoninus](/creator/undefined) [@rahulsetty](/creator/undefined) [@andrewdudum](/creator/undefined) [@nyjmitch757](/creator/undefined) [@fransbakker9812](/creator/undefined) [@galacticbarrier](/creator/undefined) [@sandeman52](/creator/undefined) [@endicottinvests](/creator/undefined) [@brandonjonson8](/creator/undefined) [@danielisdizzy](/creator/undefined) [@hcmoneymanager](/creator/undefined) [@gfontllacay](/creator/undefined) [@uvyatm](/creator/undefined) **Top assets mentioned** [IREN Limited (IREN)](/topic/$iren) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Equinix Inc (EQIX)](/topic/$eqix) [Cipher Mining Inc. Common Stock (CIFR)](/topic/$cifr) [Bitfarms Ltd. (BITF)](/topic/$bitf) ### Top Social Posts [#](/creator/twitter::2508560796/posts) --- Top posts by engagements in the last XX hours "On a per MW per year basis: Revenue: $10M / MW / year Colocation: $2.28M / MW / year Compute: $4.23M / MW / year The revenue per mw is in line with what $IREN is guiding (500M across 50MW = $10M per). The colocation costs are also in line with the 2M/MW/year deals that are being signed across the industry. Based on their GB300s purchase IREN's compute costs ($5M+ / MW / year) seem to be higher than $ORCL's. It does make sense that on volume alone $ORCL would get more favorable terms. Hopefully as volume increases IREN will start saving that extra XX% cost on compute" [X Link](https://x.com/_Sgr_A_Star/status/1978910071401910752) [@_Sgr_A_Star](/creator/x/_Sgr_A_Star) 2025-10-16T19:45Z 1809 followers, 6104 engagements "$IREN Update Another bank from the X bank syndicate has updated their price target on $IREN. This time Canaccord. Cantor: $XX (9/22) - $XXX (10/14) ✅ Macquarie: $XX (10/9) Canaccord: $XX (9/15) - $XXXXX (10/15) ✅ Citi: Goldman: Jeffries: Moelis: Who's next 👀 (BTIG: not on the syndicate also updated from $XX to $75)" [X Link](https://x.com/_Sgr_A_Star/status/1979614395270561968) [@_Sgr_A_Star](/creator/x/_Sgr_A_Star) 2025-10-18T18:23Z 1809 followers, 13.3K engagements "There isn't a single DC that $IREN builds for 7.5-10M per MW. no matter how many times you claim it Jim. You don't get to take $ORCL's colocation fees and substitute them as $IREN's opex. Just like you don't get to take $EQIX costs to convert *their* data centers to AI/HPC workloads and apply them to $IREN's. The company has been very clear - its $6.5M / MW (of IT-load) to build a greenfield state of the art future proof liquid cooled AI data center. The company has been very clear - converting the British Columbia sites (what you like to call "Saint" George) takes minimal incremental capex" [X Link](https://x.com/_Sgr_A_Star/status/1980042028647137343) [@_Sgr_A_Star](/creator/x/_Sgr_A_Star) 2025-10-19T22:43Z 1809 followers, XXX engagements "$HIMS -No wholesale (8-10M) -No Zava (25M+) -No 503B -- 503A revenue headwind adjustment. 👀" [X Link](https://x.com/_Sgr_A_Star/status/1959413506308198654) [@_Sgr_A_Star](/creator/x/_Sgr_A_Star) 2025-08-24T00:32Z 1808 followers, 22.2K engagements "If I thought for a second you were interested in a productive discussion Jim I'd engage. But it's obvious you only care to shitpost about IREN take whatever numbers are shared out of context and apply them to your shitposting. Deuces bud. (e.g. IREN doesn't have colocation costs)" [X Link](https://x.com/_Sgr_A_Star/status/1978982539772727532) [@_Sgr_A_Star](/creator/x/_Sgr_A_Star) 2025-10-17T00:32Z 1803 followers, 1372 engagements "$IREN X bank syndicate lead or co-managed the raise. Of the X only X currently cover IREN (Cantor Canaccord Macquarie ) It's fairly likely there will be new coverage coming from those that don't currently cover IREN. Surely the syndicate (all 7) would want alignment with IREN's capital markets and equity story. New price targets incoming 👀" [X Link](https://x.com/_Sgr_A_Star/status/1976299235370017187) [@_Sgr_A_Star](/creator/x/_Sgr_A_Star) 2025-10-09T14:50Z 1807 followers, 11.9K engagements "@UvyatM @JerBearRN @WheelieInvestor @AndrewDudum @anthonynoto Breaking News: HOOD just lapped us again. Meanwhile we're firing COO's X months after their hire" [X Link](https://x.com/_Sgr_A_Star/status/1977766456122294718) [@_Sgr_A_Star](/creator/x/_Sgr_A_Star) 2025-10-13T16:00Z 1809 followers, XXX engagements "@YeahDrDave @DataDInvesting @Ze1ooooo Sorry mate I just think you got a little over your skis on this one. (Thanks I posted the latest Q4 sales/revenue $HIMS data today if you haven't seen)" [X Link](https://x.com/_Sgr_A_Star/status/1979731214241259770) [@_Sgr_A_Star](/creator/x/_Sgr_A_Star) 2025-10-19T02:07Z 1807 followers, XX engagements "$HIMS Q3 final numbers. Didn't exactly close out the month with strength*. Grain of salt: This is probably the hardest quarter to model to date because of the new Zava revenue stream and the GLP-1 fulfillment changes (i.e. "less revenue per order"). With that said the linear regression analysis is the linear regression analysis and below are the data. (Model is also predicting: 190-195M of GLP-1 sales for the quarter)" [X Link](https://x.com/_Sgr_A_Star/status/1977511867603140957) [@_Sgr_A_Star](/creator/x/_Sgr_A_Star) 2025-10-12T23:09Z 1809 followers, 12.3K engagements "$IREN Most recent $IREN convertible is off to a strong start: - Trading above issue (105.5 vs 100) implies strong demand - Yield being negative implies investors prefer the exposure to IREN's equity upside (conversion option) Nothing we (investors) didn't already know but it's validation of the confidence smart money has in IREN's AI expansion plans and the cards they hold. 🐂🐂🐂🐂🐂" [X Link](https://x.com/_Sgr_A_Star/status/1977554752532803980) [@_Sgr_A_Star](/creator/x/_Sgr_A_Star) 2025-10-13T01:59Z 1809 followers, 32.2K engagements "Yes yes and no. GLP-1 sales are a very strong part of their business still. By my estimate GLP-1 sales in Q3 saw a slight increase qoq. I use AOV (average order value) as a proxy to GLP-1 sales and Q4 (as expected) is seeing an uptick in Q4. New product launches aren't about "replacing" GLP-1 sales it's about derisking GLP-1 sales. As new verticals launch GLP-1 sales become a smaller % of overall sales and the GLP-1 "narratives" have a smaller and smaller impact on the stock. (Still obviously very early (only XX days) )" [X Link](https://x.com/_Sgr_A_Star/status/1979619401453522950) [@_Sgr_A_Star](/creator/x/_Sgr_A_Star) 2025-10-18T18:43Z 1809 followers, XXX engagements "It was a X bank syndicate that worked on the convertible note for $IREN. Only X of them cover $IREN now X don't. Cantor is the first to update their price target or initiate coverage. Cantor: $XX (9/22) - $XXX (10/14) ✅ Macquarie: $XX (10/9) Canaccord: $XX (9/15) Citi: Goldman: Jeffries: Moelis: Who's next 👀" [X Link](https://x.com/_Sgr_A_Star/status/1978255559758606559) [@_Sgr_A_Star](/creator/x/_Sgr_A_Star) 2025-10-15T00:24Z 1809 followers, 23.1K engagements "$HIMS XX days in to Q4 checkpoint. I will add guidance range after the Q3 earnings call and once HIMS shares it. Will also add consensus revenue as more analysts update their Q4 models. - As a reminder the company told us that the 503B -- 503A GLP-1 fulfillment issue that was a headwind in Q3 would start being a tailwind in Q4. - New menopause and TRT will have most of the quarter to gain traction. Thoughts 👇" [X Link](https://x.com/_Sgr_A_Star/status/1979610588914520198) [@_Sgr_A_Star](/creator/x/_Sgr_A_Star) 2025-10-18T18:08Z 1809 followers, 7450 engagements "@danielnewmanUV Easy. $IREN $CIFR $BITF Honorary mention: $HIMS 😇" [X Link](https://x.com/_Sgr_A_Star/status/1980044437993697734) [@_Sgr_A_Star](/creator/x/_Sgr_A_Star) 2025-10-19T22:52Z 1809 followers, 3110 engagements "@NighthawkTradez Just wait till the daytime run" [X Link](https://x.com/_Sgr_A_Star/status/1980076108507922591) [@_Sgr_A_Star](/creator/x/_Sgr_A_Star) 2025-10-20T00:58Z 1809 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.]
The God Particle posts on X about $iren, $hims, $10m, $228m the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.
Social category influence stocks XXXX% finance XXX%
Social topic influence $iren #104, $hims #77, $10m 0.57%, $228m 0.57%, $423m 0.57%, $5m 0.57%, 10m 0.57%, dont get 0.57%, $orcls 0.57%, $irens XXXX%
Top accounts mentioned or mentioned by @nighthawktradez @himshouse @paulcerro @shorthims @investwise44 @duedoctor @amaymd @nikoliasgoninus @rahulsetty @andrewdudum @nyjmitch757 @fransbakker9812 @galacticbarrier @sandeman52 @endicottinvests @brandonjonson8 @danielisdizzy @hcmoneymanager @gfontllacay @uvyatm
Top assets mentioned IREN Limited (IREN) Hims & Hers Health, Inc. (HIMS) Equinix Inc (EQIX) Cipher Mining Inc. Common Stock (CIFR) Bitfarms Ltd. (BITF)
Top posts by engagements in the last XX hours
"On a per MW per year basis: Revenue: $10M / MW / year Colocation: $2.28M / MW / year Compute: $4.23M / MW / year The revenue per mw is in line with what $IREN is guiding (500M across 50MW = $10M per). The colocation costs are also in line with the 2M/MW/year deals that are being signed across the industry. Based on their GB300s purchase IREN's compute costs ($5M+ / MW / year) seem to be higher than $ORCL's. It does make sense that on volume alone $ORCL would get more favorable terms. Hopefully as volume increases IREN will start saving that extra XX% cost on compute"
X Link @_Sgr_A_Star 2025-10-16T19:45Z 1809 followers, 6104 engagements
"$IREN Update Another bank from the X bank syndicate has updated their price target on $IREN. This time Canaccord. Cantor: $XX (9/22) - $XXX (10/14) ✅ Macquarie: $XX (10/9) Canaccord: $XX (9/15) - $XXXXX (10/15) ✅ Citi: Goldman: Jeffries: Moelis: Who's next 👀 (BTIG: not on the syndicate also updated from $XX to $75)"
X Link @_Sgr_A_Star 2025-10-18T18:23Z 1809 followers, 13.3K engagements
"There isn't a single DC that $IREN builds for 7.5-10M per MW. no matter how many times you claim it Jim. You don't get to take $ORCL's colocation fees and substitute them as $IREN's opex. Just like you don't get to take $EQIX costs to convert their data centers to AI/HPC workloads and apply them to $IREN's. The company has been very clear - its $6.5M / MW (of IT-load) to build a greenfield state of the art future proof liquid cooled AI data center. The company has been very clear - converting the British Columbia sites (what you like to call "Saint" George) takes minimal incremental capex"
X Link @_Sgr_A_Star 2025-10-19T22:43Z 1809 followers, XXX engagements
"$HIMS -No wholesale (8-10M) -No Zava (25M+) -No 503B -- 503A revenue headwind adjustment. 👀"
X Link @_Sgr_A_Star 2025-08-24T00:32Z 1808 followers, 22.2K engagements
"If I thought for a second you were interested in a productive discussion Jim I'd engage. But it's obvious you only care to shitpost about IREN take whatever numbers are shared out of context and apply them to your shitposting. Deuces bud. (e.g. IREN doesn't have colocation costs)"
X Link @_Sgr_A_Star 2025-10-17T00:32Z 1803 followers, 1372 engagements
"$IREN X bank syndicate lead or co-managed the raise. Of the X only X currently cover IREN (Cantor Canaccord Macquarie ) It's fairly likely there will be new coverage coming from those that don't currently cover IREN. Surely the syndicate (all 7) would want alignment with IREN's capital markets and equity story. New price targets incoming 👀"
X Link @_Sgr_A_Star 2025-10-09T14:50Z 1807 followers, 11.9K engagements
"@UvyatM @JerBearRN @WheelieInvestor @AndrewDudum @anthonynoto Breaking News: HOOD just lapped us again. Meanwhile we're firing COO's X months after their hire"
X Link @_Sgr_A_Star 2025-10-13T16:00Z 1809 followers, XXX engagements
"@YeahDrDave @DataDInvesting @Ze1ooooo Sorry mate I just think you got a little over your skis on this one. (Thanks I posted the latest Q4 sales/revenue $HIMS data today if you haven't seen)"
X Link @_Sgr_A_Star 2025-10-19T02:07Z 1807 followers, XX engagements
"$HIMS Q3 final numbers. Didn't exactly close out the month with strength*. Grain of salt: This is probably the hardest quarter to model to date because of the new Zava revenue stream and the GLP-1 fulfillment changes (i.e. "less revenue per order"). With that said the linear regression analysis is the linear regression analysis and below are the data. (Model is also predicting: 190-195M of GLP-1 sales for the quarter)"
X Link @_Sgr_A_Star 2025-10-12T23:09Z 1809 followers, 12.3K engagements
"$IREN Most recent $IREN convertible is off to a strong start: - Trading above issue (105.5 vs 100) implies strong demand - Yield being negative implies investors prefer the exposure to IREN's equity upside (conversion option) Nothing we (investors) didn't already know but it's validation of the confidence smart money has in IREN's AI expansion plans and the cards they hold. 🐂🐂🐂🐂🐂"
X Link @_Sgr_A_Star 2025-10-13T01:59Z 1809 followers, 32.2K engagements
"Yes yes and no. GLP-1 sales are a very strong part of their business still. By my estimate GLP-1 sales in Q3 saw a slight increase qoq. I use AOV (average order value) as a proxy to GLP-1 sales and Q4 (as expected) is seeing an uptick in Q4. New product launches aren't about "replacing" GLP-1 sales it's about derisking GLP-1 sales. As new verticals launch GLP-1 sales become a smaller % of overall sales and the GLP-1 "narratives" have a smaller and smaller impact on the stock. (Still obviously very early (only XX days) )"
X Link @_Sgr_A_Star 2025-10-18T18:43Z 1809 followers, XXX engagements
"It was a X bank syndicate that worked on the convertible note for $IREN. Only X of them cover $IREN now X don't. Cantor is the first to update their price target or initiate coverage. Cantor: $XX (9/22) - $XXX (10/14) ✅ Macquarie: $XX (10/9) Canaccord: $XX (9/15) Citi: Goldman: Jeffries: Moelis: Who's next 👀"
X Link @_Sgr_A_Star 2025-10-15T00:24Z 1809 followers, 23.1K engagements
"$HIMS XX days in to Q4 checkpoint. I will add guidance range after the Q3 earnings call and once HIMS shares it. Will also add consensus revenue as more analysts update their Q4 models. - As a reminder the company told us that the 503B -- 503A GLP-1 fulfillment issue that was a headwind in Q3 would start being a tailwind in Q4. - New menopause and TRT will have most of the quarter to gain traction. Thoughts 👇"
X Link @_Sgr_A_Star 2025-10-18T18:08Z 1809 followers, 7450 engagements
"@danielnewmanUV Easy. $IREN $CIFR $BITF Honorary mention: $HIMS 😇"
X Link @_Sgr_A_Star 2025-10-19T22:52Z 1809 followers, 3110 engagements
"@NighthawkTradez Just wait till the daytime run"
X Link @_Sgr_A_Star 2025-10-20T00:58Z 1809 followers, XXX engagements
/creator/x::_Sgr_A_Star