# ![@_Sgr_A_Star Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::2508560796.png) @_Sgr_A_Star The God Particle

The God Particle posts on X about $iren, $hims, in the, target the most. They currently have [-----] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::2508560796/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2508560796/c:line/m:interactions.svg)

- [--] Week [-------] +143%
- [--] Month [-------] -16%
- [--] Months [---------] +643%
- [--] Year [---------] +6,959%

### Mentions: [--] [#](/creator/twitter::2508560796/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2508560796/c:line/m:posts_active.svg)

- [--] Week [--] +57%
- [--] Month [--] -12%
- [--] Months [---] +62%
- [--] Year [---] +587%

### Followers: [-----] [#](/creator/twitter::2508560796/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2508560796/c:line/m:followers.svg)

- [--] Week [-----] +2.30%
- [--] Month [-----] +6.20%
- [--] Months [-----] +301%
- [--] Year [-----] +18,432%

### CreatorRank: [-------] [#](/creator/twitter::2508560796/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2508560796/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  32.2% [finance](/list/finance)  27.97% [technology brands](/list/technology-brands)  8.47% [currencies](/list/currencies)  3.39% [social networks](/list/social-networks)  2.54% [cryptocurrencies](/list/cryptocurrencies)  2.54% [financial services](/list/financial-services)  0.85% [celebrities](/list/celebrities)  0.85% [countries](/list/countries)  0.85% [gaming](/list/gaming)  0.85%

**Social topic influence**
[$iren](/topic/$iren) #29, [$hims](/topic/$hims) #239, [in the](/topic/in-the) 7.63%, [target](/topic/target) 7.63%, [money](/topic/money) 5.93%, [business](/topic/business) 5.08%, [shorts](/topic/shorts) 4.24%, [$crwv](/topic/$crwv) #6, [out of](/topic/out-of) 4.24%, [math](/topic/math) 4.24%

**Top accounts mentioned or mentioned by**
[@nighthawktradez](/creator/undefined) [@frameworkwisely](/creator/undefined) [@cernunnoscap](/creator/undefined) [@fransbakker9812](/creator/undefined) [@andrewdudum](/creator/undefined) [@viniciu32103530](/creator/undefined) [@jiahanjimliu](/creator/undefined) [@himshouse](/creator/undefined) [@waymoproblems](/creator/undefined) [@deangilles15352](/creator/undefined) [@iren](/creator/undefined) [@hankbtc1](/creator/undefined) [@chiptomunk](/creator/undefined) [@danroberts0101](/creator/undefined) [@pdphilaphil](/creator/undefined) [@vrvitaly](/creator/undefined) [@mikealfred](/creator/undefined) [@thebigdegen](/creator/undefined) [@qwertyuipasd11](/creator/undefined) [@bitcoinbutcher1](/creator/undefined)

**Top assets mentioned**
[Iris Energy Limited (IREN)](/topic/$iren) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [CoreWeave, Inc (CRWV)](/topic/$crwv) [Oracle Corporation (ORCL)](/topic/$orcl) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Bitcoin (BTC)](/topic/bitcoin) [Microsoft Corp. (MSFT)](/topic/microsoft) [Goldman Sachs (GS)](/topic/goldman-sachs)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$HIMS shorts. Up again. Now up too 72.2M shares short. 35% of float. Por el amor de dios (Apologies if my Korean is broken.)"  
[X Link](https://x.com/anyuser/status/2016203508287152611)  2026-01-27T17:35Z [----] followers, [----] engagements


"$IREN Shorts. Added another 1.5M shares short. Interesting. I wonder what the shorts will be when Horizon 5-10 look like this:"  
[X Link](https://x.com/anyuser/status/2016259141963227188)  2026-01-27T21:16Z [----] followers, 85.6K engagements


"$IREN insatiable /insSHb()l/adjective (of an appetite or desire) impossible to satisfy. Example sentence: AI has created insatiable demand for power and energy producers and distributors are racing to respond"  
[X Link](https://x.com/_Sgr_A_Star/status/2016324552549347679)  2026-01-28T01:36Z [----] followers, 12.9K engagements


"$IREN $NBIS $CRWV $ORCL New recent high for the hourly rate of NVIDIA H100 Hoppers. Now at $2.33/hr - is a many month high. Demand. $IREN insatiable /insSHb()l/adjective (of an appetite or desire) impossible to satisfy. Example sentence: AI has created insatiable demand for power and energy producers and distributors are racing to respond. https://t.co/m4slb66lMz $IREN insatiable /insSHb()l/adjective (of an appetite or desire) impossible to satisfy. Example sentence: AI has created insatiable demand for power and energy producers and distributors are racing to respond. https://t.co/m4slb66lMz"  
[X Link](https://x.com/_Sgr_A_Star/status/2019966712880460209)  2026-02-07T02:49Z [----] followers, 41.7K engagements


"$IREN Just sharing my initial thoughts on IREN's earnings call. What I loved liked didn't like and don't care. What I loved: [--]. Loved the interest rate of less than 6% for GPU financing. This alone will improve most levered IRR models in the wild as I don't think anyone was expecting/modeling this low of a rate. [--]. Securing 3.6B (1.1B above the guided 2.5B) in GPU financing means when you factor in the Microsoft pre-payment the company is only paying 260M out of pocket (equity) for $5.8B worth of GB300s . This makes the CSP portion of the Microsoft deal "capital light". Nuts This also"  
[X Link](https://x.com/anyuser/status/2020074982605537609)  2026-02-07T09:59Z [----] followers, [----] engagements


"$IREN For those of us keeping score- this is the latest ratings price target changes since the earnings call. Goldman Sachs: Maintained Neutrual: $39 $37 Roth Capital: Maintained Buy: $94 - $94 Bernstein: Maintained Outperform: $125 - $125 Cantor Fitz: Maintained Overweight: $136 $82 BTIG: Maintained Buy: $75 - $75 Compass Point: Maintained Buy: $105 - $105 B Riley: Maintained Buy: $74 $83 Citizens: Maintained Market Outperform: $80 - $80 Cantor Fitzgerald lowered their price target significantly because they lowered their EV/EBITDA Multiples across the sector."  
[X Link](https://x.com/_Sgr_A_Star/status/2020356210877469184)  2026-02-08T04:37Z [----] followers, 22.3K engagements


"$HIMS January credit card sales are in the books: Q1 is trending +1.7% over Q3 through the first [--] days of each period. I'm using 3Q25 because it's the most recent quarter in which we have actual credit card sales and actual revenue totals. As a reminder: Q3 Revenue: $599M As of now credit card sales are trending slightly above Q3. When we get Q4 actuals it will allow me to get another data point for the regression. (I also included monthly credit card sales for the last [--] months.) @DeanGilles15352 https://twitter.com/i/web/status/2020362454950449376"  
[X Link](https://x.com/anyuser/status/2020362454950449376)  2026-02-08T05:02Z [----] followers, [----] engagements


"Tweet of the month Jacques. The $3B for Horizon 1-4 that are currently locked were paid for by the balance sheet (out of pocket). The second those data centers are derisked once they start generating revenue from a world class counterparty $IREN will be able to unlock (i.e. "get their money back") that money at very attractive rates. This is how large infrastructure projects work. Build it with cash out of pocket or expensive construction financing once it's built and derisked get your money back by "borrowing" against those assets at much better rates. This is one (massive) source of funding"  
[X Link](https://x.com/_Sgr_A_Star/status/2020997979591802988)  2026-02-09T23:07Z [----] followers, [----] engagements


"$IREN Shorts update. Plenty of short covering as of the latest snapshot. 11M shares covered leading up to the end of January snapshot. Now 14% of float short. $IREN Shorts. Added another 1.5M shares short. Interesting. I wonder what the shorts will be when Horizon 5-10 look like this: https://t.co/YYFMVeHa4q $IREN Shorts. Added another 1.5M shares short. Interesting. I wonder what the shorts will be when Horizon 5-10 look like this: https://t.co/YYFMVeHa4q"  
[X Link](https://x.com/_Sgr_A_Star/status/2021383783208058990)  2026-02-11T00:40Z [----] followers, 32K engagements


"$HIMS Shorts update. Does anyone know if the short squeeze is still scheduled Asking for a my friend @NighthawkTradez Shares were at an all time high leading up to this last swing down"  
[X Link](https://x.com/_Sgr_A_Star/status/2021384756827754834)  2026-02-11T00:44Z [----] followers, [----] engagements


"RT @_Sgr_A_Star: @IREN $CRWV $ORCL $NBIS Looks like the Claude code inflection point has legs and staying power. Hopper (H100) compute pr"  
[X Link](https://x.com/_Sgr_A_Star/status/2021394237733077484)  2026-02-11T01:21Z [----] followers, [--] engagements


"Enough of the empty buzz words like "software" or "full stack" or "enterprises" or "startups". Here are the facts: NBIS has 170MWs of active power generating $1.25B of ARR. That means NBIS is monetizing each active MW for $7.35M per year. IREN - has guided to generate $3.4B in ARR out of 460MW of active (CSP) power. The means IREN would be monetizing each MW for $7.39M per year. So if the "big advantage" isn't showing up in the top line surely it isn't going to show up on the bottom line either because "full stack engineers" of which NBIS "has hundreds" aren't free. The "big advantage" as I"  
[X Link](https://x.com/_Sgr_A_Star/status/2022173242530943244)  2026-02-13T04:57Z [----] followers, 59.3K engagements


"@NighthawkTradez Will Smith is Eyetalian"  
[X Link](https://x.com/_Sgr_A_Star/status/2022742053592219688)  2026-02-14T18:37Z [----] followers, [---] engagements


"@Hank_BTC_1 I think it's indication of the increased demand. In particular the Claude code effect is real. This obviously bodes well even if IREN doesn't have many on-demand Hoppers available since theirs are probably contracted for months/years"  
[X Link](https://x.com/_Sgr_A_Star/status/2022884044955095198)  2026-02-15T04:01Z [----] followers, [---] engagements


"It is an obvious customer acquisition strategy.it's simple math. Marketing [---]. Why spend the costs to acquire [--] sexual health subscribers when you can spend less to acquire [--] GLP-1 subscriber and generate the same sales Specially if that sexual health subscriber is much more difficult to keep because every time he goes to the gas station he has erection pills staring him in the face or Druski is selling him sparks or maybe it was just a fling/one-night stand. Yes it's true. The company is seeing less foot traffic in the store. But those that walk in are spending on average 45% more than"  
[X Link](https://x.com/_Sgr_A_Star/status/1955759995028693356)  2025-08-13T22:34Z [----] followers, [---] engagements


"@MMMTwealth Someone needs to teach Oliver how to value companies. In no universe is $HIMS overvalued here. Literally none. And I've been to 3"  
[X Link](https://x.com/_Sgr_A_Star/status/1972703069210358129)  2025-09-29T16:40Z [----] followers, [----] engagements


"@NighthawkTradez Had I known $HIMS uses soybeans in their GLP-1 formulations I wouldn't have bought them at all. %$@#"  
[X Link](https://x.com/_Sgr_A_Star/status/1978186099366547911)  2025-10-14T19:48Z [----] followers, [---] engagements


"$HIMS Intra-week update time at the request of @Viniciu32103530 [--] days into Q4. YOY Change: 14.9% Projected Revenue: $614M And the beat goes on. need a solid last [--] weeks for $HIMS to close out the year. $HIMS Intra-week update time at the request of our resident HIMS quant @NighthawkTradez . [--] days into Q4: YOY Change: 14.5% Projected Revenue: 611.3M Q4 is playing out like a few us called for - strength into the close of the quarter (unlike Q2 and Q3). Likely due to the https://t.co/2zASdjhSxx $HIMS Intra-week update time at the request of our resident HIMS quant @NighthawkTradez . [--] days"  
[X Link](https://x.com/_Sgr_A_Star/status/2003518738222710975)  2025-12-23T17:31Z [----] followers, 19.4K engagements


"At the risk of coming across too strongly and insulting George. That space was a circle jerk of boomers literally yelling at the clouds. Same tired "LLMs are a probability parrot" or "every chatbot request ever has lost money" takes absent of any substance or actual analysis. And yep you guessed it they liked Gold and Silver on the space. For anyone that hasn't listened to it do yourself a favor and avoid it. Here let me summarize it for you. https://twitter.com/i/web/status/2018878464271827074 https://twitter.com/i/web/status/2018878464271827074"  
[X Link](https://x.com/_Sgr_A_Star/status/2018878464271827074)  2026-02-04T02:45Z [----] followers, [---] engagements


"@chiptomunk Higher accelerated stock based amortization recognized and payroll tax accruals"  
[X Link](https://x.com/_Sgr_A_Star/status/2020016407308849281)  2026-02-07T06:06Z [----] followers, [---] engagements


"Although they grouped the "810MW" of air-cooled capacity in one when they were talking about the increased demand in air-cooled GPUS (time to install) I didn't read it as Childress possibly getting air-cooled GPUs. Recall that as of Feb 5th they've "only" contracted 18K of the [-----] air cooled GPUs (sans the 10MW of GB300s at PG) slated for British Columbia. There is still 10's of thousands of air-cooled GPUs that don't yet have a name to them. I took their comments as hyperscalers and enterprises now seriously considering this air cooled capacity instead of waiting for liquid-cooled variants"  
[X Link](https://x.com/_Sgr_A_Star/status/2020183654866252136)  2026-02-07T17:11Z [----] followers, [----] engagements


"@Gyujin_9701 @FransBakker9812 @jiahanjimliu @marksotoges It's not a revenue recognition timing issue it's a GPUs aren't getting here on time issue. No GPUS means no ARR no revenue. The tell is the low RPOs"  
[X Link](https://x.com/_Sgr_A_Star/status/2020350555709964655)  2026-02-08T04:14Z [----] followers, [---] engagements


"These numbers don't look great but they don't look awful either. Although January is typically the high for the weight loss category for the quarter this year is unique in that there are multiple new verticals that are still gaining traction. It will be interesting to see the impact of the "bad press" this week and the Superbowl ad. We won't know until [--] weeks from now (data is [--] days in the rear) but I'll be sure to pay close attention and share"  
[X Link](https://x.com/_Sgr_A_Star/status/2020438781502050777)  2026-02-08T10:05Z [----] followers, [---] engagements


"Frankly it's too late to sell. The time to have sold was as they were committing execution mistake after execution mistake throughout the last [--] months not now when the stock price is 2x sales and the entire GLP1 business has been discounted. I'm not saying it can't go lower as that would be foolish. The truth is the mistakes that have lead to the DOJ referral and Novo lawsuit *have* to lead to consequences and accountability. As the saying goes heads have to roll. If they don't *that* would be thesis breaking for me as I would have no choice but to assume that mistakes like these can and"  
[X Link](https://x.com/_Sgr_A_Star/status/2021344087786541550)  2026-02-10T22:02Z [----] followers, [--] engagements


"At Prince George the only free capacity is about 4k GPUs by my estimate. About 19k of the 23k GPUs at PG have already been spoken for. 4k GPUs is peanuts to some of these names so I wouldn't expect those names to be it. Now had Kent said Mackenzie then we'd be on to something. https://twitter.com/i/web/status/2022366413202297187 https://twitter.com/i/web/status/2022366413202297187"  
[X Link](https://x.com/_Sgr_A_Star/status/2022366413202297187)  2026-02-13T17:45Z [----] followers, [--] engagements


"@danroberts0101 Imagine purchasing 5.8B worth of GB300s and only needing to use 260M out of pocket. Who'da thunk that operating a Cloud Services Provider business was capital light. 🙃 Fantastic work Dan (260M = 5.8B - 3.6B - 1.94B)"  
[X Link](https://x.com/_Sgr_A_Star/status/2019632360166420809)  2026-02-06T04:40Z [----] followers, [---] engagements


"@CuriousWhatever @Agrippa_Inv 40%+ Much much higher than that. They're only using $260M out of pocket (equity) on this CSP deal. If these GPUs have any residual value left at the end of the contract the levered IRR will be well into triple digits"  
[X Link](https://x.com/_Sgr_A_Star/status/2019856601109446910)  2026-02-06T19:31Z [----] followers, [--] engagements


"@jindal_gautam @jiahanjimliu @PDPhilaPhil What you meant to say was: "IREN procured $5.8B worth of GPUs with only $260M out of pocket This makes the CSP business an un-risky and capital light model" Do better than this Mocking Bird. Lock the %#@$ in"  
[X Link](https://x.com/_Sgr_A_Star/status/2021865316721328580)  2026-02-12T08:33Z [----] followers, [----] engagements


"The reason I was so forceful with Mocking Bird was because the "Where is all the money coming from" or the "The Microsoft deal wasn't accretive" are lazy and tired takes. Not only is it flat wrong but like you're doing now those that posit that argument never actually say why the deal isn't accretive. They just say it isn't. Lazy. The company was clear in that they separate the two business segments (DC CSP) for the purposes of IRR. If it wasn't obvious before they disclosed the final terms ($3.6B 6%) of the MSFT deal it should be very obvious now - the MSFT deal was an excellent deal. Let me"  
[X Link](https://x.com/_Sgr_A_Star/status/2022129645299306813)  2026-02-13T02:04Z [----] followers, [----] engagements


"And as @danroberts0101 told you on the earnings calls sounds like you're someone that should be investing in bonds in the hyperscalers. ;) Dan is interested in recovering capital back in short order and compounding returns. He's interested in monetizing each 200MW-IT at 1.94B of yearly revenue not $312M. The higher risk is locking up extremely scarce electrons for 10-15 years to barely recapture your capital at the end of it"  
[X Link](https://x.com/_Sgr_A_Star/status/2022137426639302680)  2026-02-13T02:35Z [----] followers, [----] engagements


"I particularly liked their 1.25B ARR being roughly 25% higher than their guided 1B ARR at the end of [----]. It obviously shows their ability to under-promise and over-deliver but more importantly it signals to me they're not experiencing any monetization lag in converting connected power to active power by commissioning GPUs timely or ahead of guidance. Would have loved to have seen a higher more differentiated ARR/MW of $7.35M/MW-year (1.25B / [---] MW) since they offer a PaaS. IREN for comparison is at $7.39M/MW-year ($3.4B ARR/460MW - guidance) as a pure bare metal provider (no PaaS)"  
[X Link](https://x.com/_Sgr_A_Star/status/2022148915664236797)  2026-02-13T03:20Z [----] followers, [---] engagements


"$IREN does NOT claim 2.3B in ARR right now. They claim they have 2.3B of contracted ARR right now most of which isn't active (MSFT deal). To your point that ARR isn't active and not yet realized for IREN. It will be once it's live because it is already pre-contracted. The point I'm making is that NBIS and IREN are monetizing their MW for effectively the same revenue number. Yes NBIS' are active IREN's are pre-contracted. And as a $NBIS investor (I am) if that doesn't make you go "hmmmm" then it's obvious you're getting lost in the buzzwords (which you obviously are)"  
[X Link](https://x.com/_Sgr_A_Star/status/2022359066757193808)  2026-02-13T17:15Z [----] followers, [----] engagements


"@Nit5in @FransBakker9812 Because they're giving it away I'm not saying their product isn't good or that customers don't like it. But the numbers clearly show one of two things. Either most of their monetized MWs are also bare metal or they're giving their software away"  
[X Link](https://x.com/_Sgr_A_Star/status/2022360696231727608)  2026-02-13T17:22Z [----] followers, [--] engagements


"@FrameworkWisely @samsolid57 @BagelC47 @jiahanjimliu @mvcinvesting @amitisinvesting 🥱"  
[X Link](https://x.com/_Sgr_A_Star/status/2022366941311308075)  2026-02-13T17:47Z [----] followers, [---] engagements


"@Hank_BTC_1 TWSS"  
[X Link](https://x.com/_Sgr_A_Star/status/2022888848691433587)  2026-02-15T04:20Z [----] followers, [--] engagements


"@CernunnosCap @VRVitaly Stop tweeting more due diligence CC. It's clear you have no idea what any of forward sales ARR and how they relate to NBIS"  
[X Link](https://x.com/_Sgr_A_Star/status/2023118747595428066)  2026-02-15T19:34Z [----] followers, [--] engagements


"I know you'd like to pretend this was a simple "oversight". But really it says much more about how little you know of your own investments. You're not alone though IREN and NBIS bulls are one and the same. And it's usually the loudest most opinionated that don't know the difference between ARR and Revenue. Something as fundamental to this sector and so many like you haven't a clue what the numbers represent. Less tweets bud. (Disclosure: I own both)"  
[X Link](https://x.com/_Sgr_A_Star/status/2023142953213174106)  2026-02-15T21:10Z [----] followers, [--] engagements


"@CernunnosCap @VRVitaly And to think that with literally hundreds of LLMs to ask that you still didn't know that when NBIS says "7-9B of ARR by year end 2026" that they don't actually mean they will generate 7-9B of revenue in [----]. That you thought that's what they mean is . 😊"  
[X Link](https://x.com/_Sgr_A_Star/status/2023145585059242277)  2026-02-15T21:21Z [----] followers, [--] engagements


"It's another example of an unforced error. One of many over the last year. My fear over the last year was that they were trying to do too much at once - and their poor execution over the last year has validated my concerns. Hiring multiple chiefs at once buying multiple pharmacies (locations) in quick succession launching multiple verticals all while trying to navigate the regulatory landscape that is GLP1 has proven to be way more than they could chew. Too many mistakes have been made. The underlying performance of the business is still sound and redeemable but the countless unforced errors"  
[X Link](https://x.com/_Sgr_A_Star/status/2020436007213261174)  2026-02-08T09:54Z [----] followers, [----] engagements


"@IREN $CRWV $ORCL $NBIS Looks like the Claude code inflection point has legs and staying power. Hopper (H100) compute prices continue to steadily climb. 👀 $IREN $NBIS $CRWV $ORCL New recent high for the hourly rate of NVIDIA H100 Hoppers. Now at $2.33/hr - is a many month high. Demand. https://t.co/sfa8HvjegR $IREN $NBIS $CRWV $ORCL New recent high for the hourly rate of NVIDIA H100 Hoppers. Now at $2.33/hr - is a many month high. Demand. https://t.co/sfa8HvjegR"  
[X Link](https://x.com/_Sgr_A_Star/status/2021386888045789600)  2026-02-11T00:52Z [----] followers, [----] engagements


"$IREN $NBIS $CRWV $ORCL And the beat goes on. New 10-month high for the Nvidia H100 hourly rates. How at $2.40/hour. 👀 (As a reminder $IREN has [----] Hopper gen GPUs in their fleet [---] being H100) $IREN $NBIS $CRWV $ORCL New recent high for the hourly rate of NVIDIA H100 Hoppers. Now at $2.33/hr - is a many month high. Demand. https://t.co/sfa8HvjegR $IREN $NBIS $CRWV $ORCL New recent high for the hourly rate of NVIDIA H100 Hoppers. Now at $2.33/hr - is a many month high. Demand. https://t.co/sfa8HvjegR"  
[X Link](https://x.com/_Sgr_A_Star/status/2022871349337968718)  2026-02-15T03:11Z [----] followers, 33.1K engagements


"Contracted means contracted. It doesn't mean realized because it doesn't mean installed/commissioned. As of early last quarter (early October) the company already had $220M+ of contracted ARR but managed only a 17.3M revenue quarter in the period. It's obviously not a forgone conclusion that GPUs will be installed timely just as the [----] Blackwell GPUs that were expected to be installed in Q4 weren't installed timely. The revenue number however imo is the key to GPU installation execution insight. Unlike NBIS who told us they exceeded their ARR guidance as of the end of year end IREN didn't"  
[X Link](https://x.com/_Sgr_A_Star/status/2023213223114366991)  2026-02-16T01:49Z [----] followers, [---] engagements


"Just to be clear I'm not suggesting IREN is having technical difficulties commissioning the GPUs. I'm suggesting the GPUs aren't arriving timely. At least a good portion of the [----] Blackwell GPUs that were expected to deliver the 225M in ARR didn't get commissioned and it's likely because they didn't have them in hand. Ultimately the impact is the same - monetization lag. Time is money. That they experienced delays with the very first batch of GPUs makes it so that I/we can't assume that the remainder [-----] (+ whatever of the [----] wasn't commissioned in Q4) won't experience delays either."  
[X Link](https://x.com/_Sgr_A_Star/status/2023228241105076726)  2026-02-16T02:49Z [----] followers, [---] engagements


"@stanverrett @Dodgers"  
[X Link](https://x.com/_Sgr_A_Star/status/1984851835350630658)  2025-11-02T05:15Z [----] followers, [----] engagements


"$IREN Roth Capital updates their price target from $82 to $94 and maintains their "Buy" recommendation. Re-rating season incoming. 👀"  
[X Link](https://x.com/anyuser/status/1985437471078023613)  2025-11-03T20:02Z [----] followers, [----] engagements


"$IREN Looks like Bernstein updated their model today and re-crunched their numbers and immediately were like 😱 So they reiterated their 'Buy' recommendation and updated their price target to $125 September: $20 October: $75 November: $125 What's it going to be in December ("Immediate" Expansion Potential of Horizon 5-10)"  
[X Link](https://x.com/anyuser/status/1985919088926028155)  2025-11-05T03:56Z [----] followers, 71.8K engagements


"$IREN Cantor Fitzgerald reiterated their "Overweight" recommendation after the earnings call but interestingly lowered their price target from $142 to $136"  
[X Link](https://x.com/anyuser/status/1986632505496383915)  2025-11-07T03:11Z [----] followers, 16.8K engagements


"$IREN Michael Donavan at Compass Point has reiterated their "Buy" recommendation and updated their price target from $50 to $100. September: $23 September: $50 November: $105 These price targets are moving FAST - just as fast as the company's ARR"  
[X Link](https://x.com/anyuser/status/1986864865391378786)  2025-11-07T18:34Z [----] followers, [----] engagements


"$IREN On cloud nine 🚨🚨🚨 Macquarie has reiterated their "Outperform" recommendation and updated price target from $86 to $95. 🚀🚀🚀"  
[X Link](https://x.com/_Sgr_A_Star/status/1986870766873551184)  2025-11-07T18:57Z [----] followers, 36.5K engagements


"$IREN Joe Vafi at Canaccord Genuity has reiterated their $IREN Buy recommendation and updated their price target from $42 to $70. The analyst re-rating continues"  
[X Link](https://x.com/anyuser/status/1987932625294815363)  2025-11-10T17:17Z [----] followers, [----] engagements


"$IREN $CRWV This Coreweave earnings call reminds me of @danroberts0101's "Groundhog Day" comment from the Q2 earnings call. Dan Roberts: The second element is I feel like it's Groundhog Day. We're back in this world and it takes me back to Bitcoin mining where every man and their dog promises certain amounts of capacity online by a certain date and no one does it. No one hits the schedules everyone revises them downwards stretches them out cost blowouts et cetera because the real world's hard. Dealing with large scale infrastructure projects large scale workforces complex project delivery"  
[X Link](https://x.com/anyuser/status/1988019700375449660)  2025-11-10T23:03Z [----] followers, 89.3K engagements


"And this was his answer to a call about about penalties on timeline deliveries during the Q3 call: Dan Roberts: There's always a penalty whatever you do in life if you don't do what you promise you're going to do. So we're very comfortable with the contractual tolerances that have been negotiated the expected dates versus contractual penalties and other consequences. I can't comment more specifica ly beyond that on this cal. But the other thing I would reiterate is we have never ever missed a construction or commissioning date in our life as a listed company. So I think you can take a lot of"  
[X Link](https://x.com/anyuser/status/1988021226074489106)  2025-11-10T23:09Z [----] followers, [----] engagements


"$HIMS [--] days down into Q4 this is how the quarter is trending: It seems the company became much less transparent with their results in this earnings call. They didn't share insight into what Zava revenue may have been nor did they provide insight to back into GLP-1 revenue. All of that makes it much more difficult to model a quarter's performance based CC sales specially since we Zava sales don't appear in this data and they didn't disclose any revenue details from that category. The best way to track Q4's performance will be to compare it against last year but also against 25Q3. YoY Growth:"  
[X Link](https://x.com/_Sgr_A_Star/status/1988321382254694681)  2025-11-11T19:02Z [----] followers, [----] engagements


"$HIMS Short Interest. Looks like the $HIMS shorts are septupling down. Back to over $70M shares short or 34% of the float. The squeeze that never came"  
[X Link](https://x.com/anyuser/status/1988340974259720207)  2025-11-11T20:20Z [----] followers, 44.1K engagements


"$IREN Short Interest Increased again. Now close to 54M shares short and 22% of the float. Interesting (this last data point is before the MSFT deal)"  
[X Link](https://x.com/_Sgr_A_Star/status/1988375410468635049)  2025-11-11T22:36Z [----] followers, 29.1K engagements


"@mikealfred He milked the semianalysis thing again 😂"  
[X Link](https://x.com/_Sgr_A_Star/status/1988388168069202377)  2025-11-11T23:27Z [----] followers, 29.5K engagements


"@mikealfred By my count [--] "unbiased" analysts lowered their CRWV price target in the last two days Yikes"  
[X Link](https://x.com/_Sgr_A_Star/status/1988391158230512059)  2025-11-11T23:39Z [----] followers, [----] engagements


"@NighthawkTradez How $HIMS looks to me at $38"  
[X Link](https://x.com/anyuser/status/1988687158845329494)  2025-11-12T19:15Z [----] followers, [----] engagements


"I know you're not asking me but this is how I see the ARR for IREN in [----] based on their current guidance(s). 225M by end of [----] (1/2 PG) 985M by end of Q1 [--] (PG + Horizon 1) 1790M by end of Q2 [--] (PG + Horizon 1-2 + 1/3 CF and Mac) 2595M by end of Q3 [--] (PG + Horizon 1-3 + 2/3 CF and Mac) 3400M by end of Q4 [----] (PG + Horizon 1-4 + CF and Mac) https://twitter.com/i/web/status/1997206402486734991 https://twitter.com/i/web/status/1997206402486734991"  
[X Link](https://x.com/_Sgr_A_Star/status/1997206402486734991)  2025-12-06T07:28Z [----] followers, [---] engagements


"The pre-payment will also come in [--] tranches paid just prior to the delivery of each [--] of the GPU tranches. What the flow will look like: Tranche [--] March: [--]. MSFT-485M➡ IREN (Right before delivery) [--]. DELL-19000+ GPUs➡IREN (March delivery) [--]. IREN-485M+965M (financed)➡Dell (Within [--] days of delivery) Tranche [--] June: Same Tranche [--] Sep: Same Tranche [--] Dec: Same (Technically there will be "several" tranches starting in March but I would expect several means 4) https://twitter.com/i/web/status/2001941006690984287 https://twitter.com/i/web/status/2001941006690984287"  
[X Link](https://x.com/_Sgr_A_Star/status/2001941006690984287)  2025-12-19T09:01Z [----] followers, [---] engagements


"@Viniciu32103530 What is your math for $635M to $650M"  
[X Link](https://x.com/_Sgr_A_Star/status/2003531722668015912)  2025-12-23T18:22Z [----] followers, [---] engagements


"I understand your reasoning but outside of #4 all that data should be showing up in this sales sample. My projection couldn't account for Zava outperforming in Q4 vs Q3.but all the #1-3 would be reflected in this data and as of now is not showing 35M-50M more revenue than Q3. I suppose if Zava in Q4 does 35M-50M more in revenue than ir did in Q3 it could. But that's highly highly unlikely"  
[X Link](https://x.com/_Sgr_A_Star/status/2003534489423872421)  2025-12-23T18:33Z [----] followers, [---] engagements


"@Viniciu32103530 Sure so this model accounts for that now though. It assigns the same ratio of sales to revenue in Q4 as we saw in Q3. And right now apples to apples (with Q3) the data says 614M"  
[X Link](https://x.com/_Sgr_A_Star/status/2003537238924447972)  2025-12-23T18:44Z [----] followers, [---] engagements


"@scludweed And nothing has even happened yet The real traction in the business starts now (2026). I expect cloud revenue to go from. 2Q25A: 7.2M 3Q25E: 32M 1Q26E: 150M 2Q26E: 348M 3Q26E:553M 4Q26E: 758M If [----] was a bull-ride [----] is going to be a rollercoaster"  
[X Link](https://x.com/_Sgr_A_Star/status/2006493207878840541)  2025-12-31T22:30Z [----] followers, [---] engagements


"The point I was trying to make was that the MSFT deal is a good deal on its own. I don't subscribe to the sentiment by many that the economics were poor relative to others neoclouds. Not getting rates in the mid-3s although they'd be welcomed wouldn't be bearish from my pov. I'm firmly in the CSP camp so long as the contract lengths are long duration (years). To me it's the contract lengths that unlocks the CSP business. Dan's tweet signals no change in direction. They will continue to "bet" on CSP. https://twitter.com/i/web/status/2007753332895646138"  
[X Link](https://x.com/_Sgr_A_Star/status/2007753332895646138)  2026-01-04T09:57Z [----] followers, [---] engagements


"Not true. The only misconception here is yours in thinking that IREN has to have all the money to acquire the GPUs. They don't. For the 5.8B of the GPU capex in the MSFT deal it's likely they only use 860M in equity (their own cash). The other 5B will come from the pre-payment $1.94B (33%) and debt financing $3.0B (52%). The 3B will be borrowed against the cashflows from the contract at an interest commensurate with the counterparties (MSFT) credit profile. The monthly revenue will easily cover the interest and principal from the loan and still leave positive cashflow. It's also likely the"  
[X Link](https://x.com/_Sgr_A_Star/status/2009854729212571681)  2026-01-10T05:08Z [----] followers, [---] engagements


"HC Wainwright is applying their valuation to their Bitcoing revenue estimate and their EBITDA estimate for fiscal year [----] (starts in Q3 [--] ends in Q2 27). 803M Bitcoin revenue estimate x [--] 1.8B CSP EBITDA estimate x [----] As I've told you now at least [--] times (ok 4) most analysts are valuing the company based on their estimates [--] months out. Based on HC's estimates (which has nothing to do with multiples) it's clear they're only including known operational capacity (MSFT included) in their [----] estimates. As I've said [--] other times any additional capacity (beyond what's known) that"  
[X Link](https://x.com/_Sgr_A_Star/status/2011140239004483938)  2026-01-13T18:16Z [----] followers, [---] engagements


"@IREN_Ltd I can't wait for the news of the new deal to hit the wire on Feb 2nd - the Monday of the earnings call held Thursday Feb [--]. MSFT News: *Monday* Nov 3rd Earnings Call: Thursday Nov 6th Will history repeat itself"  
[X Link](https://x.com/_Sgr_A_Star/status/2014447803876180148)  2026-01-22T21:19Z [----] followers, 15K engagements


"This is exactly the way to think about this quarter. 1Q25 saw very high GLP1 sales because it pulled forward a lot of sales after the tirzepatide shortage was declared over. 1Q26 has Europe Canada and the new verticals that were not in the base in [----]. (I think the revenue number will trend upward this quarter) https://twitter.com/i/web/status/2015537664104210734 https://twitter.com/i/web/status/2015537664104210734"  
[X Link](https://x.com/_Sgr_A_Star/status/2015537664104210734)  2026-01-25T21:30Z [----] followers, [---] engagements


"@Kajiastic @JoshInvestsAI I also own both. Because of the ratio I actually established a position in NBIS this week. But unlike my IREN position I don't yet call it an "investment". May they both makes us so much money we'll want to give it away"  
[X Link](https://x.com/_Sgr_A_Star/status/2016653790997598609)  2026-01-28T23:25Z [----] followers, [--] engagements


"@TheBigDegen No worse. But Bloomberg isn't"  
[X Link](https://x.com/_Sgr_A_Star/status/2016668343026307450)  2026-01-29T00:22Z [----] followers, [--] engagements


"@TheBigDegen Macro permitting this week should continue the momentum upward. With all the potential imminent catalysts leading up to the earnings call it's difficult not seeing price appreciation in the next [--] days. I'm positioned accordingly 🤝"  
[X Link](https://x.com/_Sgr_A_Star/status/2016691063180935383)  2026-01-29T01:53Z [----] followers, [--] engagements


"@NighthawkTradez Let's first hold on to:"  
[X Link](https://x.com/_Sgr_A_Star/status/2016929951644340314)  2026-01-29T17:42Z [----] followers, [---] engagements


"No. There is currently [--] Bitcoin Data Center halls but Horizon 5-10 would only require [--] (3 for each Horizon). The [--] data center halls that will be "demolished" have already been identified - and they indicated which in the rendered design of a full CSP Childress. Those [--] DC halls will be replaced with the liquid cooling hardware for the remaining [--] DC halls. Below is the [--] data center halls as they sit today the rendered redesign of Horizon 5-10 the the company provided months ago and a photoshop satellite image of what Horizon 5-10 will look like when done"  
[X Link](https://x.com/_Sgr_A_Star/status/2017075871627317258)  2026-01-30T03:22Z [----] followers, [----] engagements


"@PDPhilaPhil @NighthawkTradez I say Monday. Though I only put the odds of it at 55%"  
[X Link](https://x.com/_Sgr_A_Star/status/2017770873206514080)  2026-02-01T01:23Z [----] followers, [--] engagements


"You're completely ruining CK Capital's pump Alex Please let the guy misinform everyone and pump his bags It's obvious they moved up earnings specifically for AWS. Although now that I think about it they're also moving up their earnings to report with Roblox or Reddit or Cigna or Chevron Wow IREN making lots of deals https://twitter.com/i/web/status/2018446306214297750 https://twitter.com/i/web/status/2018446306214297750"  
[X Link](https://x.com/_Sgr_A_Star/status/2018446306214297750)  2026-02-02T22:07Z [----] followers, [---] engagements


"@NighthawkTradez Your hunch-meter is broken"  
[X Link](https://x.com/_Sgr_A_Star/status/2018511218777178294)  2026-02-03T02:25Z [----] followers, [---] engagements


"I said it a couple times Yemi found the infinite money glitch and I'm jelaous. HIMS grants Yemi RSU/shares every year. Yemi sells shares in the open market. HIMS buys Yemi's shares in the open market. HIMS grants Yemi's shares back to him as RSUs. When Yemi moves on I sure as hell am gonna apply for the CFO role and none of you better get in my way. @NighthawkTradez - $HIMS to [---]. https://twitter.com/i/web/status/2018826158947872843 https://twitter.com/i/web/status/2018826158947872843"  
[X Link](https://x.com/_Sgr_A_Star/status/2018826158947872843)  2026-02-03T23:17Z [----] followers, [---] engagements


"Hey Bagel Good post. I don't care about a new deal - because I don't think one is "required" for tomorrow's earnings. The deal will come on IREN's and their new partner's terms and what they deem is best for both. I From my POV tomorrow's earnings call marks the first real test/checkpoint for $IREN's execution of their CSP aspirations and IMO this will be the single most important aspect of the call. Did IREN execute and install the [----] Blackwell GPUs in Q4 requisite to have generated the 32M of CSP revenue to have met their "$225M ARR by year end" guidance The team hangs their hat on never"  
[X Link](https://x.com/_Sgr_A_Star/status/2019285143123554686)  2026-02-05T05:41Z [----] followers, [---] engagements


"@FransBakker9812 Has to be demolishment of the data center halls that they wont longer need. Right The key word is "operating". If they've started the demolishment of data center calls then those MW's are no longer "operating""  
[X Link](https://x.com/_Sgr_A_Star/status/2019543737433747887)  2026-02-05T22:48Z [----] followers, [----] engagements


"The key words are "under contract." They're focusing your attention to a positive ".4B" under contract and taking it away from a negative their "225M ARR by year end" miss. Under contract doesn't mean operational and it doesn't mean generating revenue. They're not telling us that as of Feb 5th they have GPUs generating the equivalent of 33M (400M/12) they're telling us that as of Feb 5th they've contracted GPUs that will *eventually* generate 400M of ARR. The fact is as of the end of October the company already had 250M ARR under contract. The 10K+ GPUs that were already under contract are"  
[X Link](https://x.com/_Sgr_A_Star/status/2019553908792902129)  2026-02-05T23:29Z [----] followers, [--] engagements


"I liked many things on the call. - GPU financing being 6% was great to see. I actually modeled 5.5% in my model because I felt MSFT's credit and cashflows are second to none. Validation of this number was fantastic. This number should improve everyone's levered IRR as there is less $ going to interest. - I also thought financing 3.6B instead of the previous guidance of only 2.5B was very bullish. It means that for the GPU Capex of 5.8B when you factor in the 1.94B pre-payment the company is only putting up 260M of their own money (equity). This significantly improves levered IRR on the CSP"  
[X Link](https://x.com/_Sgr_A_Star/status/2019592131141333482)  2026-02-06T02:01Z [----] followers, [---] engagements


"I think any which way we slice it Bagel they missed their very first checkpoint guidance. They were clearly impacted with delays. What caused the delays or how long the delays - who knows. No one asked them about the GPU count and as I suspected the company wasn't about to explicitly say they missed ARR guidance. It's also no coincidence that they're stopped disclosing the count of operational GPUs in their 10Q. Previously they'd disclose the actual number (rounded to the nearest hundred). In today's 10Q they no longer disclose operational - they just disclose GPU count by "installed or on"  
[X Link](https://x.com/_Sgr_A_Star/status/2019594204062876071)  2026-02-06T02:09Z [----] followers, [--] engagements


"Their $225M revenue guidance was made in their last Monthly report in August. The guidance was made at the time of the purchase of the first batch of [----] Blackwell GPUs that corresponded with the $225M ARR by Dec [----]. As I mentioned- this doesn't break my investment thesis. These delays are not costing them customers these GPUs will be installed they just didn't do it by the time they had informed the market they would. https://twitter.com/i/web/status/2019599432095023596 https://twitter.com/i/web/status/2019599432095023596"  
[X Link](https://x.com/_Sgr_A_Star/status/2019599432095023596)  2026-02-06T02:30Z [----] followers, [--] engagements


"Contracted ARR is theoretical only until the GPU is racked and billing has started does that ARR get "realized". It definitely isn't revenue based you're correct about that. I'm suggesting that revenue is the only GAAP metric (outside of the company explicitly telling us what ARR was at the end of the period - which they didn't) we can use to gain insight on whether the ARR guidance is met. In theory if all [----] GPUs were installed/commissioned on December 31st then they would have realized the ARR (and met their guidance) even if recognized revenue would have been very little. Obviously"  
[X Link](https://x.com/_Sgr_A_Star/status/2019615358311866665)  2026-02-06T03:33Z [----] followers, [--] engagements


"I agree This should significantly improve most people's levered IRR numbers for [--] reasons. - The lower than anticipated interest rate means more cashflows are pocketed and less goes to interest. Each 100bps (1%) is worth 120M saved in interest over the contract length. - The cash out of pocket (equity) used to fund the 5.8B of GPU capex will be miniscule at only 260M. By my math we'll get close to [--] dollars returned for every $1 invested. Much smaller pool of equity used will amplify the return (levered). I'm sure they'll use the MSFT deal as the blueprint for future ones"  
[X Link](https://x.com/_Sgr_A_Star/status/2019623533094273359)  2026-02-06T04:05Z [----] followers, [---] engagements


"@Howard_Cole It's my fault. may God strike me down if I'm lying but literally as they lined up for the snap on that play I thought to myself. "Kyren Williams is due for a backbreaking fumble this handoff""  
[X Link](https://x.com/_Sgr_A_Star/status/1881104971841872062)  2025-01-19T22:22Z [----] followers, [---] engagements


"@_zaiire_ @LegionHoops @PatMcAfeeShow This roster making it to the finals is not proof of Lebron's greatness it's an indictment of the Eastern Conference and how pathetically weak it was for about [--] years. The gauntlet and real Finals was the Western Conference playoffs"  
[X Link](https://x.com/_Sgr_A_Star/status/1904974675039723644)  2025-03-26T19:12Z [----] followers, [----] engagements


"@InTheLabBrand It isn't that complicated. There's a difference between a player trying to fool a player into a foul (Wade) and a player trying to to fool a ref into a foul call (SGA). Fooling a defender is skill fooling a ref is unethical"  
[X Link](https://x.com/_Sgr_A_Star/status/1934371420194361751)  2025-06-15T22:04Z [----] followers, [----] engagements


"@sudokhanh @dgruper @himshouse The FDA owns nearly exclusive enforcement of the law but only only the legislative branch of the US Govt (Congress - both house and senate) can change federal law (FDCA). Good luck with that"  
[X Link](https://x.com/_Sgr_A_Star/status/1937694887887143424)  2025-06-25T02:10Z [----] followers, [----] engagements


"Considering they've been adamant about wanting to match debt with customer contracts even for expansion of the AI cloud vertical this must mean they're getting commitments/contracts from customers. They'd told us they were in multiple contract conversations with customers looking for 1000+ Blackwell GPU clusters. Exciting"  
[X Link](https://x.com/_Sgr_A_Star/status/1940317493303840919)  2025-07-02T07:51Z [----] followers, [----] engagements


"App Rankings is relative to all other apps performance which has nothing to do with $HIMS. In other words $HIMS downloads/installs could actually be improving but still be declining on the rankings list because other apps that have zero relevance to HIMS may be improving more. In other words in other words I don't care that $HIMS is going down the rankings list because Candy-Crush had a new update"  
[X Link](https://x.com/_Sgr_A_Star/status/1947297885206573092)  2025-07-21T14:09Z [----] followers, [----] engagements


"@himshouse They musn't be subscribers to the Cedar Grove Capital Management newsletter. 😬"  
[X Link](https://x.com/_Sgr_A_Star/status/1948764696938700984)  2025-07-25T15:18Z [----] followers, [----] engagements


"@alc2022 Drop the hat Antonio get you some HIMS hair-loss treatments brotha"  
[X Link](https://x.com/_Sgr_A_Star/status/1950246272172195934)  2025-07-29T17:25Z [----] followers, [----] engagements


"95% recurring revenue 85% retention rate. Do you just make numbers up Margins went down to 73% not 77% and being down is due to one simple thing: GLP1 Sales. GLP1 Gross Margins are 63% All other verticals are 83% As the share of GLP1 revenue increases (it was 39% in Q1) their gross margins will decrease. As their share of GLP1 revenue decreases their gross margins will go up. In Q2 I expect GLP1 revenue share to decrease so I expect their gross margins to improve. For all $HIMS and potential HIMS investors - I know that Shay has a hefty following but he really doesn't know much about the"  
[X Link](https://x.com/_Sgr_A_Star/status/1952062190615478760)  2025-08-03T17:41Z [----] followers, [----] engagements


"Oh boy 2Q25💳Sales: $15707819 3Q25 Projection: $16647148 2Q25💳GLP Sales: $5503181 (35%) 3Q25 GLP Projection: $4849945 (29%) 2Q25💳Core Sales: $10204638 (vs 9.1M last year) 3Q25 Core Projection: $11797203 (vs 9.97M last year) 2Q25 💳Core Y/Y Growth: 12% 3Q25 Core Projection Y/Y: 18% Like I said just what the $HIMS doctors ordered"  
[X Link](https://x.com/_Sgr_A_Star/status/1952391494540878069)  2025-08-04T15:29Z [----] followers, [---] engagements


"@NighthawkTradez Someone better tell Novo to file lawsuit before this vertical gains traction. I'm a [--] year old female and I'm thinking of getting a menopause subscription"  
[X Link](https://x.com/_Sgr_A_Star/status/1952864546747761057)  2025-08-05T22:49Z [----] followers, [----] engagements


"No one is circumventing the patent system. The 503A exemption is written in to law and designed to be used exactly as $HIMS providers are using it. Just because the drug is popular doesn't invalidate this exemption or the clinical necessity of providers in prescribing necessary dosages. #bottomofthe9th"  
[X Link](https://x.com/_Sgr_A_Star/status/1954684918463946861)  2025-08-10T23:22Z [----] followers, [---] engagements


"@NighthawkTradez @AndrewDudum @AndrewDudum is worse than Cramer I'm starting an Inverse Andrew ETF - by my math I'd be up 675% had I taken the inverse position of Andrew's sales. Oh wait I have. Jokes on him"  
[X Link](https://x.com/_Sgr_A_Star/status/1955087373798347020)  2025-08-12T02:02Z [----] followers, [----] engagements


"Not only is Total revenue reaccelerating in Q3 but more importantly Core revenue is reaccelerating in Q3. Imagine Core revenue slowing down for six straight quarters yet only now do these Twitter financial gurus finally declare "Oh no Core is deceleratingsell"right in the very quarter when it's actually starting to accelerate again As the late great Wayne Gretzky put it "skate to where the puck is going not where is has been". All these furus chasing the puck around with their head down. Sad state of affairs NHP. (did you cut it off yet)"  
[X Link](https://x.com/_Sgr_A_Star/status/1956005394893168906)  2025-08-14T14:50Z [----] followers, [----] engagements


"@NighthawkTradez @AndrewDudum If you don't get a like from Andrew on this post NHC I will write a strongly worded email to the company. Please advise"  
[X Link](https://x.com/_Sgr_A_Star/status/1956161066012172435)  2025-08-15T01:08Z [----] followers, [----] engagements


"@himshouse @paulcerro @edwrdmoreno Shoutout to my boy @himshouse Jonathan for keeping it 💯 with Paul Cerro. We all know Paul doesn't want the @BaysideGrowth smoke on the podcast. Man up PC"  
[X Link](https://x.com/_Sgr_A_Star/status/1956403562533016038)  2025-08-15T17:12Z [----] followers, [----] engagements


"The data is the data. And yes the data is currently indicating a 600+ million quarter when you adjust for Zava and Wholesale revenue. I can't speak to anyone else's model but @NighthawkTradez 's is projecting $586.5M in Online Revenue for Q3 (as of 8/10 data). For reference this same model projected 535.6M of Online Revenue for Q2 (attached)- which was only 1.2M below actuals. The one unpredictable factor I cant account forsince the company doesnt reveal subscription lengthsis the extent to which shifting GLP-1 fulfillment from 503B to 503A facilities will drag on revenue. Smaller shipments"  
[X Link](https://x.com/_Sgr_A_Star/status/1957285656331456635)  2025-08-18T03:37Z [----] followers, [---] engagements


"Except the FDCA 503A exemption was very specifically and intentionally designed in the way that 503A pharmacies and providers are using it including HIMS. Imagine actually thinking that the FDA even has the authority to choose which drugs are excluded from the 503A exemption or that the FDA would actually ban compounding. Imagine actually thinking that the FDA is going to eliminate the exemption on GLP-1 drugs because "they're too popular to allow compounding for" but allow it for all other drugs. Imagine this new FDA Guideline: "All drugs can be compounded but not the popular ones. We'll"  
[X Link](https://x.com/_Sgr_A_Star/status/1958641711691030910)  2025-08-21T21:25Z [----] followers, [----] engagements


"@NighthawkTradez 💣💣💣💣💣💣💣💣💣 Light the fuse @AndrewDudum"  
[X Link](https://x.com/_Sgr_A_Star/status/1960392209536295362)  2025-08-26T17:21Z [----] followers, [----] engagements


"@AndrewDudum I don't know Latin but I'm pretty sure that translates to:"  
[X Link](https://x.com/_Sgr_A_Star/status/1962752155108209148)  2025-09-02T05:39Z [----] followers, [---] engagements


"Paul claims every lawsuit filed against any Telehealth is bearish for HIMS but once those lawsuits are dismissed now claims "there was no link" to HIMS. PC is a 🤡 Make no mistake about it although those rulings don't guarantee NVO won't light money on fire like Lilly is doing these rulings are extremely bullish for $HIMS (Telehealth companies)"  
[X Link](https://x.com/_Sgr_A_Star/status/1963322576232714278)  2025-09-03T19:25Z [----] followers, [---] engagements


"@StockTrader_Max Oh I get it. So if you're right you're right. And if you're wrong you're righter. Sweet"  
[X Link](https://x.com/_Sgr_A_Star/status/1966218320358850821)  2025-09-11T19:12Z [----] followers, [---] engagements


"You didn't finish Dan's sentence. Dan said: Everyone's trying to do everything right now. If you speak to the hyperscalers I think they're open to co-location. They're open to AI cloud. The reality is the industry just can't get enough capacity at the moment. So we did look at co-location. But as now we are focused on AI cloud. We are moving up in the value chain capturing more of the economics by providing that compute and building relationships directly with end customers *like AWS*. 👀 "like AWS""  
[X Link](https://x.com/_Sgr_A_Star/status/1971697190042284142)  2025-09-26T22:03Z [----] followers, [----] engagements


"Let me just say this once: (In CAPS so those in the back can hear me) HIMS IS NOT A PHARMACY. HIMS IS A (VIRTUAL) DOCTOR. (no man will every actually have this thought run through their head: "Man my junk has sure gone limp I'd like to do something about it. Let me consult my TrumpRx doctor")"  
[X Link](https://x.com/_Sgr_A_Star/status/1973082647791542405)  2025-09-30T17:48Z [----] followers, [----] engagements


"@nikoliasgoninus $HIMS to all those investors who wrote "farewell" letters the last couple of weeks"  
[X Link](https://x.com/_Sgr_A_Star/status/1975626968822579542)  2025-10-07T18:19Z [----] followers, [----] engagements


"It implies very strong demand for the notes because investors are agreeing to a higher stock price ("conversion premium") before conversion becomes profitable. It's a vote of confidence in IREN's long term equity prospects. It also reduces future dilution as a higher conversion price means fewer potential shares issued in the future if converted (less dilution for us). All very good"  
[X Link](https://x.com/_Sgr_A_Star/status/1976114981004509649)  2025-10-09T02:38Z [----] followers, [----] engagements


"Excellent post Raul. HERS isn't sleeping anymore. Slated to do like 33% of [----] revenue with only 20% of the subscribers is called over performance. We're only a few years away from it being larger than HIMS. If I could invest in HERS alone I would have done so yesterday"  
[X Link](https://x.com/_Sgr_A_Star/status/1981391058157392218)  2025-10-23T16:03Z [----] followers, [----] engagements


"Your math is wild. 100K GPUs will not take up 850MW. 100K GPUs would be approximately 260MW-275MW and it would drive $2.6B-$2.75B ARR (or $10M per MW-year) Sweetwater doesn't scale to [----] GW. Sweetwater is made up of SW1 (1.4GW) and SW2 (600MW) for a total of [--] GW. If and when SW2 is grid connected their capacity would scale to 2.91GW. Early innings indeed"  
[X Link](https://x.com/_Sgr_A_Star/status/1981934919594221631)  2025-10-25T04:04Z [----] followers, [----] engagements


"Two things: Zava was a part of the second half revenue estimates for the company. Zava isn't "free" revenue. Testosterone was also part of their full year guidance. This also won't be "bonus" revenue. With that said Zava can be a wild card but it's almost certainly going to take much more than 20-25M to lift the rest of the business "miss" and make up for the 503B-503A headwinds"  
[X Link](https://x.com/_Sgr_A_Star/status/1982899744503673304)  2025-10-27T19:58Z [----] followers, [----] engagements


"$IREN One new price updates today Cantor Fitzgerald updated their price target to $142. 🤯 (Bernstein reiterated theirs at $75)"  
[X Link](https://x.com/_Sgr_A_Star/status/1985353155522232566)  2025-11-03T14:27Z [----] followers, [----] engagements


"$IREN TOTY. Tweet Of The Year. $IREN's [--]         : 👉     . https://t.co/87uV6V0wOZ $IREN's [--]         : 👉     . https://t.co/87uV6V0wOZ"  
[X Link](https://x.com/_Sgr_A_Star/status/1987733984646934933)  2025-11-10T04:08Z [----] followers, 23.5K engagements


"@NighthawkTradez Is it going to air in 180P also (Make Pixels Great Again)"  
[X Link](https://x.com/_Sgr_A_Star/status/2016923032758128798)  2026-01-29T17:14Z [----] followers, [---] engagements

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