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# ![@edge_of_power Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1941452863869521920.png) @edge_of_power Edge Of Power

Edge Of Power posts on X about $iren, debt, $crwv, ai the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.

### Engagements: XXXXX [#](/creator/twitter::1941452863869521920/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1941452863869521920/c:line/m:interactions.svg)

- X Week XXXXXX -XX%
- X Month XXXXXXX +120%

### Mentions: XX [#](/creator/twitter::1941452863869521920/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1941452863869521920/c:line/m:posts_active.svg)

- X Week XX -XX%
- X Month XXX -XXXX%

### Followers: XXXXX [#](/creator/twitter::1941452863869521920/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1941452863869521920/c:line/m:followers.svg)

- X Week XXXXX +9.80%
- X Month XXXXX +91%

### CreatorRank: XXXXXXX [#](/creator/twitter::1941452863869521920/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1941452863869521920/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  XXXXX% [technology brands](/list/technology-brands)  XXXXX% [finance](/list/finance)  XXXXX% [cryptocurrencies](/list/cryptocurrencies)  #4095 [countries](/list/countries)  XXXX% [currencies](/list/currencies)  XXXX% [vc firms](/list/vc-firms)  XXXX%

**Social topic influence**
[$iren](/topic/$iren) #26, [debt](/topic/debt) #1037, [$crwv](/topic/$crwv) #61, [ai](/topic/ai) 7.41%, [$nvda](/topic/$nvda) #2436, [microsoft](/topic/microsoft) #1173, [$cifr](/topic/$cifr) #64, [$goog](/topic/$goog) #100, [$crdo](/topic/$crdo) #61, [math](/topic/math) XXXX%

**Top accounts mentioned or mentioned by**
[@mrknowtalk](/creator/undefined) [@maobaobaomby](/creator/undefined) [@bigbucks77](/creator/undefined) [@daleevans22611](/creator/undefined) [@globalcollapse](/creator/undefined) [@atzaran3](/creator/undefined) [@tree75769](/creator/undefined) [@mrderivatives](/creator/undefined) [@ilzmcfly](/creator/undefined) [@mongolape](/creator/undefined) [@cnbc](/creator/undefined) [@thekamahsutra](/creator/undefined) [@hhhypergrowth](/creator/undefined) [@edgeofpower](/creator/undefined) [@sttomnakstamoto](/creator/undefined) [@mikealfred](/creator/undefined) [@cfcstar](/creator/undefined) [@james_j_otis](/creator/undefined) [@stocktrader989](/creator/undefined) [@jrouldz](/creator/undefined)

**Top assets mentioned**
[IREN Limited (IREN)](/topic/$iren) [CoreWeave, Inc. (CRWV)](/topic/$crwv) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Microsoft Corp. (MSFT)](/topic/microsoft) [Cipher Mining Inc. Common Stock (CIFR)](/topic/$cifr) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Credo Technology Group Holding Ltd Ordinary Shares (CRDO)](/topic/$crdo) [Oracle Corporation (ORCL)](/topic/$orcl) [Marvell Technology Inc (MRVL)](/topic/$mrvl) [Metadium (META)](/topic/$meta) [Apple, Inc. (AAPL)](/topic/$aapl) [retard to retired (R/R)](/topic/$rr) [OpenServ (SERV)](/topic/$serv) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Morgan Stanley (MS)](/topic/morgan-stanley) [Ondas Holdings Inc. Common Stock (ONDS)](/topic/$onds) [Kratos Defense & Security Solutions, Inc. (KTOS)](/topic/$ktos) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Core Scientific, Inc. Common Stock (CORZ)](/topic/$corz) [Advanced Micro Devices (AMD)](/topic/$amd) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Vistra, Corp. (VST)](/topic/$vst) [TALEN ENERGY CORP  (DE) (TLN)](/topic/$tln) [Bitcoin (BTC)](/topic/$btc) [BlackRock Inc (BLK)](/topic/blackrock) [RAI Finance (SOFI)](/topic/$sofi) [TeraWulf Inc. (WULF)](/topic/$wulf) [Bitfarms Ltd. (BITF)](/topic/$bitf)
### Top Social Posts
Top posts by engagements in the last XX hours

"$CRDO just posted a blowout Q2: $268M revenue industry-leading margins massive TAM expansion. But does $CRDO have room to run from here or is it due for an Astera-style reset My new Substack:"  
[X Link](https://x.com/edge_of_power/status/1997809884520427936)  2025-12-07T23:26Z 1555 followers, 1058 engagements


"Folks are taking credits for calling $META. Next week someone will claim they invented the internet"  
[X Link](https://x.com/edge_of_power/status/1996833910387626240)  2025-12-05T06:47Z 1550 followers, XXX engagements


"@Atzaran3 @Tree75769 So from now on Spain is about tapas and $IREN 😄"  
[X Link](https://x.com/edge_of_power/status/1998317038918398010)  2025-12-09T09:01Z 1548 followers, XXX engagements


"@jrouldz No clear robotics play. $RR is a joke $SERV is not there yet intuitive surgical is hard to scale. And we come to conclusion that big Capex rules: $AMZN $GOOG and $NVDA. $AAPL is doing robots but what if thats another camera 😁"  
[X Link](https://x.com/edge_of_power/status/1992545910077657286)  2025-11-23T10:48Z 1533 followers, XXX engagements


"Thanks for catching that I'm deep into data center economics right now specifically looking at CIFR. I'll be digging through their financial reports tomorrow maybe I'll find something else interesting. I totally cracked up when I read the transcript from the call: analysts were asking Tyler about the Microsoft deal so clearly they don't even know who signed the contract 🤷🏻♂😄"  
[X Link](https://x.com/edge_of_power/status/1994165097636483145)  2025-11-27T22:03Z 1542 followers, XXX engagements


"$CIFR $IREN This is what happens when you attend an earnings call before you've had a chance to sober up"  
[X Link](https://x.com/edge_of_power/status/1994396599032951110)  2025-11-28T13:22Z 1555 followers, 5723 engagements


"$IREN $CIFR Morgan Stanley now projects a XX GW cumulative power shortfall in 2025-28 up from XX GW after revising semiconductor demand higher on the back of stronger Nvidia volumes. $IREN is highlighted as the strongest example of the new neocloud model. The company purchases GPUs or TPUs builds full-stack liquid-cooled infrastructure and leases capacity to hyperscalers under flexible contracts including its 5-year deal with Microsoft. Morgan Stanley calls these locations the lowest execution risk for AI customers and expects their value to rise as the power deficit deepens. Morgan Stanley"  
[X Link](https://x.com/edge_of_power/status/1995518493068759074)  2025-12-01T15:40Z 1533 followers, 5140 engagements


"Drone stocks are plummeting every day despite good news and a lot of interest developments: Iron Dome drugs cartels war etc $ONDS -X% received 2nd contract to defend EU airport $RCAT -X% $DPRO -X% $KTOS -3%"  
[X Link](https://x.com/edge_of_power/status/1995598570549117075)  2025-12-01T20:59Z 1544 followers, 1632 engagements


"There is absolutely no chance that $GOOG or $NVDA would buy unsecured convertibles from $IREN or any other company. Thats not their operating model at all. Google makes strategic investments through GV or CapitalG but never through unsecured convertible debt. Nvidia doesnt buy other companies convertibles to clean up their debt. If they wanted exposure they would take an equity stake directly"  
[X Link](https://x.com/edge_of_power/status/1995743546830106833)  2025-12-02T06:35Z 1528 followers, 1479 engagements


"$IREN Conversion price is $XXXXX Conversion premium: XX% thats standard for the sector. Implied conversion price: $XXXXX (based on the $XXXXX reference). Capped call protection: $XXXXX this part is actually strong since most companies cap around +4060%. Meaning: dilution only starts above $82"  
[X Link](https://x.com/edge_of_power/status/1996320197595038178)  2025-12-03T20:46Z 1533 followers, 14.5K engagements


"COO $IREN Kent Draper highlighted one specific detail: the Microsoft project is expected to generate about XX% levered IRR under conservative leverage assumptions and assuming no residual value from the hardware after the contract period. He spoke to Barrons but declined to give the overall return on capital: secrets Barrons highlighted $CRWV $NBIS and $IREN as the three NeoCloud names worth considering after the recent selloff. One interesting note on $CRWV: they plan to build more of their own sites after $CORZ fell behind schedule. Overall its rare to see a mainstream outlet cover"  
[X Link](https://x.com/edge_of_power/status/1996431742970847505)  2025-12-04T04:09Z 1539 followers, 10.9K engagements


"$IREN XX% levered IRR needs context. Levered IRR measures the return on equity after using debt not the return of the project itself. When the cost of capital is extremely low (0.25% and X% notes) the number naturally looks high. It does not tell us how profitable the underlying data center build is. What we still dont know is the unlevered return. CCO Draper didnt disclose it and thats the metric that shows the real economics of the project before the impact of leverage. And that's what investors need. For large AI-infrastructure builds a 1020% unlevered IRR is typical while 2040% levered"  
[X Link](https://x.com/edge_of_power/status/1996522629956506093)  2025-12-04T10:11Z 1511 followers, 1979 engagements


"@hhhypergrowth So its a mystery ok got it But its not good for $CRWV anyway if they cant control $CORZ"  
[X Link](https://x.com/edge_of_power/status/1996666756807504042)  2025-12-04T19:43Z 1533 followers, XXX engagements


"$IREN convertibles are not that cheap. The real price according to Anthropic is 6-13% depending on price action IREN Convertibles: What If Stock Hits $XX Everyones talking about IRENs $2B convertibles with 0.25-1% coupons being expensive debt. But lets run the numbers at $80/share - right below the $XXXXX cap price. The result might surprise you. **The Setup:** - $2B convertible notes (avg XXXXX% coupon) - Conversion price: $XXXXX - Cap price: $XXXXX (capped calls protect up to here) - Net proceeds after capped calls & fees: $1795M - Stock issued at: $XXXXX **What Happens at $80:**"  
[X Link](https://x.com/edge_of_power/status/1996710922438472055)  2025-12-04T22:39Z 1546 followers, 47.5K engagements


"Suddenly ppl started to understand that $ORCL wont go bankrupt but the bounce is small. He and $CRWV have the same problem - OpenAI commitments. If Altman wants $NVDA to step in he probably has to cave in to some conditions. It would be very strange if OpenAI ends up buying $AMD on Huangs money. If Im not mistaken OpenAI will go through a radical transformation because there is no way it can spend money the way $GOOG or $META do. Wednesdays $ORCL earnings should answer a lot of unresolved questions including whether OpenAI is meaningfully included in their backlog and what margin structure"  
[X Link](https://x.com/edge_of_power/status/1997255470541680987)  2025-12-06T10:43Z 1493 followers, 1064 engagements


"President Donald Trump said he would approve an executive order this week to establish ONE RULE on artificial intelligence regulation and limit state-level policies regulating the technology. $NVDA $AVGO $IREN"  
[X Link](https://x.com/edge_of_power/status/1998027436248973803)  2025-12-08T13:50Z 1540 followers, XXX engagements


"@mrknowtalk $CRWV isn't repurchasing existing notes which is likely why it's holding better. $IREN issued 39.7M shares (8-10% dilution) to fund their debt repurchase creating immediate selling pressure. Additionally capped call hedging dynamics may contribute to technical weakness"  
[X Link](https://x.com/edge_of_power/status/1998234152529735837)  2025-12-09T03:32Z 1555 followers, XXX engagements


"Worth noting: $385M net income is almost entirely from unrealized gains ($665M on financial instruments) not operations. Core business posted $76M operating loss. SG&A jumped XXX% to $138M driven by stock comp and $33M payroll tax. That's concerning when the operating business isn't yet profitable. The company needs to balance growth investments with shareholder dilution. Im long $IREN"  
[X Link](https://x.com/edge_of_power/status/1998298278245355562)  2025-12-09T07:46Z 1550 followers, XX engagements


"Looking at $CRDO after this monster run. The setup is tricky now: the stock ripped so hard that a pullback into the 165170 zone wouldnt surprise me at all. At the same time $MRVL is grinding higher XX% a week The question is simple: is $CRDO just cooling off or is capital rotating back into the established players like Marvell What keeps me cautious in the short term: the move was vertical liquidity pockets below are untouched no major catalysts in the next few days sellers might defend 185190 on first attempts higher"  
[X Link](https://x.com/edge_of_power/status/1996940303308132516)  2025-12-05T13:50Z 1555 followers, 1978 engagements


"$VST and $TLN are probably at good entry points as theyre down XX% and XX% from ATH. If America needs more energy these companies are simply indispensable. Btw $VST supplies $CIFR sites and is one of its main energy partners while $EOSs stock performance largely depends on the deal with $TLN"  
[X Link](https://x.com/edge_of_power/status/1997784086908461444)  2025-12-07T21:43Z 1550 followers, XXX engagements


"Trump just handed $NVDA - $MSFT- $ORCL a massive win. XX% to treasury rest goes to building OpenAIs datacenter empire I called $XXX for calls when $GOOG announced their chips. This looks suspiciously like a government backstop for OpenAI but what do I know 🤷🏻♂"  
[X Link](https://x.com/edge_of_power/status/1998149163226390707)  2025-12-08T21:54Z 1549 followers, XXX engagements


"Its a very interesting observation about Copilot meaning Microsoft might not be as hopeless as we think. Let's just say they could have done a lot more with their software suite and significantly simplified people's lives. Instead it turns out that XX% of users aren't even aware of it plus negative articles are starting to surface. And its significantly harder to disprove those. As you said it might be an adoption problem 🤷🏻♂ Of course Anthropic is a league above. I feel like they could achieve a lot while OpenAI has gotten stuck at some point. They've somehow lingered too long in their"  
[X Link](https://x.com/edge_of_power/status/1998365863414468982)  2025-12-09T12:15Z 1555 followers, XX engagements


"Either $IREN s construction progress report or $BTC growth brought the stock back to $XX today - the level where the convertible bonds were issued. All miners are up but its unclear how sustainable this rally is. Much will depend on the Fed meeting and Powells overall rhetoric as well as investor sentiment toward infrastructure companies in general. From this perspective IRENs update is very important. Investors are focused on execution. If this place is ready for next generation chips its super cool meaning less Capex in the future"  
[X Link](https://x.com/edge_of_power/status/1998432109049032736)  2025-12-09T16:38Z 1556 followers, 4972 engagements


"$BZAI Coreweaved ER BZAI is down after ER but the story is way more interesting than the reaction They just did $11.9M revenue (up XXX% from last quarter) and guided Q4 to $21-23M. Thats basically doubling again. So why is it tanking The margin massacre: Gross margins went from XX% XX% Theyre shipping that massive $120M Starshine contract (Saudi smart city AI infrastructure) but its heavy on third-party hardware (THIRD PARTY again hello $CRWV) right now. Low margin stuff. Heres the actual play: BZAIs bet is their proprietary AI chips are 2.4x faster and 3x more power efficient. But those dont"  
[X Link](https://x.com/edge_of_power/status/1989388368879181901)  2025-11-14T17:42Z 1555 followers, 4328 engagements


"$IREN Having a Big Four auditor: ✅ Can make it easier and potentially cheaper to raise debt or equity capital in the future as banks and investors see lower audit risk. Are we ready for dilution/junk bonds ✅ The previous auditor RCGT had already reported a "material weakness in internal controls" over financial reporting. Bringing in KPMG might intensify the focus on this area. The new more rigorous audit by KPMG may lead to: More material weaknesses being identified in the first year. Changes in accounting practices to align with Big Four standards. Are we ready for a new CFO ✅ The auditor"  
[X Link](https://x.com/edge_of_power/status/1994746196171100279)  2025-11-29T12:32Z 1549 followers, 25.7K engagements


"$IREN $CIFR BlackRock CIO Ben Powell: AI capex deluge is "far from peaking" with hyperscalers acting like it's winner-takes-all. The big companies have only just started dipping their toes into credit markets" Powell says tech giants have "barely tapped capital markets" for AI expansion. We're seeing early innings of a credit-fueled infrastructure boom. Grid operators from US to Middle East scrambling to meet data center power demand that could DOUBLE by 2030 Powell expects "positive surprises driving stocks in the year ahead" for picks and shovels - "whether you're making chips energy all"  
[X Link](https://x.com/edge_of_power/status/1997998868437377485)  2025-12-08T11:57Z 1555 followers, 13K engagements


"@cfcstar @alanknit What exactly"  
[X Link](https://x.com/edge_of_power/status/1998049306033410214)  2025-12-08T15:17Z 1555 followers, XXX engagements


"@AvivArazi @jimcramer $CRWV pays X% for the past offerings. This current isnt priced yet 🤦🏻"  
[X Link](https://x.com/edge_of_power/status/1998082646761779321)  2025-12-08T17:30Z 1553 followers, XXX engagements


"@Tree75769 How do they know about $IREN 🤷🏻♂"  
[X Link](https://x.com/edge_of_power/status/1998284184725467491)  2025-12-09T06:50Z 1553 followers, XXX engagements


"Templum the leading infrastructure provider for private markets and $SOFI opened an exclusive investment window for accredited investors to access Epic Games and Stripe through the Cosmos Fund. It might be very interesting as alternative investments opportunities SOFI is down 1%"  
[X Link](https://x.com/edge_of_power/status/1998389938304221281)  2025-12-09T13:51Z 1555 followers, XXX engagements


"Why did folks suddenly start buying $CRWV and why did the stock suddenly return to the level it fell to after earnings The starting point can be considered the companys promise to meet guidance and deal with delays but that didnt solve its debt problem. Then they changed their financing structure and instead of X% on regular bonds started borrowing at XXXX% on convertibles. True this doesnt solve the debt burden problem at all but investors might have liked the new approach. Maybe the market believes that OpenAI will deliver on its promises because compute is a top priority for them. Theyll"  
[X Link](https://x.com/edge_of_power/status/1998482478705815780)  2025-12-09T19:58Z 1555 followers, XXX engagements


"Been studying $CRDO for the past X days. At first I thought wow perfect company: XXX% revenue growth XX% margins AI infrastructure winner Then I read the earnings call transcript. Wait. What 😳 Wrote on Friday I'm waiting for $165-170. Today it's already $XXX. Full breakdown in my pinned post why I'm not rushing in 👆"  
[X Link](https://x.com/edge_of_power/status/1998082367219454051)  2025-12-08T17:28Z 1555 followers, XXX engagements


"$MSFT is a great company and they can keep selling their cloud service which grew by XX% along with Windows and feel perfectly fine. The problem is that by doing so they could be earning significantly more and demonstrating much higher margins by aggressively capitalizing on the AI component. Perhaps they don't even need that immediate margin boost and they will simply focus on the global expansion of Azure which is exactly what they are doing. I don't justify this strategy but it's a model that could persist for a very long time. The fact that Copilot isn't blowing anyone away is not nearly"  
[X Link](https://x.com/edge_of_power/status/1998347289400685003)  2025-12-09T11:01Z 1550 followers, XX engagements


"I've straight-up bounced. I was just so pissed off that ChatGPT stopped listening to what I was saying and started messing stuff up. But seriously Anthropic is way smoother and the output quality is just better. Yeah their usage caps are tighter than Chat's even on the paid tier but honestly the time you save makes it a total no-brainer. Worth every penny"  
[X Link](https://x.com/edge_of_power/status/1998657839586295878)  2025-12-10T07:35Z 1555 followers, XX engagements


"$IREN $CIFR Big accounts love to dunk on Bitcoin miners without doing basic homework. That $12.7B debt is a project financing for AI data centers with locked-in contracts from Microsoft hyperscalers and enterprise clients. $IREN didnt borrow billions to YOLO into Bitcointhey secured a $9.7B deal with MSFT to power AI infrastructure. $CIFR and $WULF are dealing with $GOOG $BITF is retrofitting Washington Is it enough"  
[X Link](https://x.com/edge_of_power/status/1998672170017333252)  2025-12-10T08:32Z 1556 followers, XXX engagements