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# ![@investingwombat Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1981457506502373376.png) @investingwombat Investing Wombat

Investing Wombat posts on X about ai, bitcoin, microsoft, $iren the most. They currently have XXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.

### Engagements: XXXXX [#](/creator/twitter::1981457506502373376/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1981457506502373376/c:line/m:interactions.svg)

- X Week XXXXXX +545%

### Mentions: XX [#](/creator/twitter::1981457506502373376/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1981457506502373376/c:line/m:posts_active.svg)

- X Week XXX +419%

### Followers: XXX [#](/creator/twitter::1981457506502373376/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1981457506502373376/c:line/m:followers.svg)

- X Week XXX +15%

### CreatorRank: XXXXXXXXX [#](/creator/twitter::1981457506502373376/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1981457506502373376/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1981457506502373376/influence)
---

**Social category influence**
[finance](/list/finance)  XXXX% [stocks](/list/stocks)  XXXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXXX% [technology brands](/list/technology-brands)  XXXXX% [exchanges](/list/exchanges)  XXXX% [countries](/list/countries)  XXXX% [events](/list/events)  #899 [travel destinations](/list/travel-destinations)  XXXX%

**Social topic influence**
[ai](/topic/ai) 24.68%, [bitcoin](/topic/bitcoin) #7633, [microsoft](/topic/microsoft) #1896, [$iren](/topic/$iren) #384, [investment](/topic/investment) #2209, [$mara](/topic/$mara) #72, [bitcoin mining](/topic/bitcoin-mining) #95, [government shutdown](/topic/government-shutdown) #1955, [$nvda](/topic/$nvda) #2925, [stocks](/topic/stocks) XXX%

**Top accounts mentioned or mentioned by**
[@stocksavvyshay](/creator/undefined) [@cointelegraph](/creator/undefined) [@cryptogoos](/creator/undefined) [@coinbureau](/creator/undefined) [@maxcryptoxx](/creator/undefined) [@bitcoinmagazine](/creator/undefined) [@btctn](/creator/undefined) [@hhorsley](/creator/undefined) [@bitwiseinvest](/creator/undefined) [@dsencil](/creator/undefined) [@btcarchive](/creator/undefined) [@cryptorover](/creator/undefined) [@techconversationspostdqmxxnmjotsnvidianvdajustreceivedanewpricetargetgetof350at350nvidiawouldbewo](/creator/undefined) [@hdndnd99](/creator/undefined)

**Top assets mentioned**
[Bitcoin (BTC)](/topic/bitcoin) [Microsoft Corp. (MSFT)](/topic/microsoft) [IREN Limited (IREN)](/topic/$iren) [MARA Holdings, Inc. (MARA)](/topic/$mara) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [SPDR S&P XXX ETF Trust (SPY)](/topic/$spy) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Eos Energy Enterprises, Inc. (EOSE)](/topic/$eose) [MPLX LP (MPLX)](/topic/mplx) [Solana (SOL)](/topic/solana) [Metaplex (MPLX)](/topic/$mplx) [Metadium (META)](/topic/$meta) [Berkshire Hathaway Inc. (BRK.A)](/topic/berkshire-hathaway) [Hive Digital Technologies Ltd (HIVE)](/topic/hive) [Novartis AG (NVS)](/topic/novartis) [BlazeStake Staked SOL (BSOL)](/topic/$bsol) [Tether Gold (XAUT)](/topic/$xaut) [CatCoin (CAT)](/topic/$cat) [Coinbase Global, Inc. (COIN)](/topic/coinbase) [Mario Coin (COIN)](/topic/$coin) [Zcash (ZEC)](/topic/$zec) [Ethereum (ETH)](/topic/ethereum) [Meta Platforms, Inc. (META)](/topic/meta-platforms) [ETHZilla Corp (ETHZ)](/topic/$ethz)
### Top Social Posts [#](/creator/twitter::1981457506502373376/posts)
---
Top posts by engagements in the last XX hours

"πŸ“ˆπŸš€ $BTC Breakout Depends on Reclaiming Monthly Open BTC at $113680 below October's monthly open of $114063. Reclaiming this level is crucial for a bullish breakout to $118k+. If a swing failure pattern occurs supports are at $113308 (prior day's high) and $111596 (daily open). Key Resistance Test πŸ“Š Many traders view $114k as a critical flip level. Why it matters: Failure to reclaim could lead to a short-term pullback squeezing longs and increasing volatility"  
[X Link](https://x.com/investingwombat/status/1982552822362288486) [@investingwombat](/creator/x/investingwombat) 2025-10-26T21:00Z XXX followers, XX engagements


"Bitwise Launches $BSOL Solana Staking ETF on NYSE Bitwise Asset Management launches its spot Solana staking ETF on the NYSE at 9:30 a.m. ET on Oct XX 2025. Why now: SEC's new listing standards allow self-certification without further approval during the U.S. government shutdown. Bitwise filed its final S-1 registration last week. Key numbers: $BSOL has a XXXX% management fee waived to X% for the first three months on the first $1B AUM; targets XXX% assets staked for X% annual rewards via Helius; contrasts with Grayscale's Solana Trust at XXX% fee without staking. This offers institutions"  
[X Link](https://x.com/investingwombat/status/1982935411967119851) [@investingwombat](/creator/x/investingwombat) 2025-10-27T22:20Z XXX followers, XXX engagements


"Nvidia $NVDA Tops $5T Market Cap as Stocks Rise Ahead of Fed Cut πŸš€πŸ“ˆ On Oct XX 2025 US stocks advanced toward new highs with Nvidia becoming the first company to surpass $X trillion market cap amid optimism for eased China sales restrictions. Key drivers: The surge stems from President Trump's comments fueling hopes for Nvidia's Blackwell AI chip sales in China. It aligns with expectations for a Fed XX bps rate cut on Oct XX 2025 amid a government shutdown delaying key data. Key details:πŸ“Š $NVD A rose almost X% in premarket trading. The company achieved a $X trillion market capitalization."  
[X Link](https://x.com/investingwombat/status/1983594114009403787) [@investingwombat](/creator/x/investingwombat) 2025-10-29T17:57Z XXX followers, XXX engagements


"Wall Street Bets on Tokenized Gold Revolution $XAUT πŸ“ˆπŸͺ™ Gold surged to all-time highs in 2025 driving demand for blockchain-based tokenized bullion as investors seek digital hedges against currency debasement. As of October XX 2025 4:59 PM EDT COMEX gold futures settled at $3996.50 per ounce on the New York Mercantile Exchange. Key drivers: Gold's rally to record levels this year has sparked investor interest in tokenized alternatives for seamless access. Recent legislation like the GENIUS Act has fueled stablecoin growth and paved the way for broader asset tokenization. Key details:πŸ“Š $XAUT"  
[X Link](https://x.com/investingwombat/status/1984873415262544378) [@investingwombat](/creator/x/investingwombat) 2025-11-02T06:41Z XXX followers, XX engagements


"The Daily Dig 🦘 X πŸ“ˆ US Markets Rally $SPY $QQQ US financial markets closed higher on November X 2025 with the S&P XXX up XXX% to 5982 and Nasdaq gaining XXX% amid strong Q3 tech earnings. Cooling inflation data boosted rate cut odds to XX% for December lifting investor sentiment after a volatile week. Broader indices like small-caps rose XXX% signaling rotation into cyclicals as AI hype sustains mega-cap dominance. X πŸ’° Berkshire Earnings Surge $BRK.B Berkshire Hathaway reported Q3 operating earnings up XX% to $XXXX billion on November X 2025 with cash pile hitting record $XXX billion."  
[X Link](https://x.com/investingwombat/status/1984877917273276640) [@investingwombat](/creator/x/investingwombat) 2025-11-02T06:59Z XXX followers, XXX engagements


"Big Tech Ads Boom in Q3 2025 Earnings πŸ“ˆ $META $GOOGL $AMZN $MSFT Meta Alphabet and Microsoft unveiled Q3 2025 results on October XX 2025 with Amazon reporting the next day on October XX 2025 all showcasing surging ad revenues despite AI capex hikes. Key drivers: Robust digital ad market recovery powered by AI-enhanced targeting and content outpaced cloud growth in some cases while companies ramped AI infrastructure spends. Key details:πŸ“Š $META generated $XXXXX billion in revenue up XX% year-over-year in Q3 2025. Alphabet delivered $XXXXX billion in advertising sales growing 13%"  
[X Link](https://x.com/investingwombat/status/1984882620669231508) [@investingwombat](/creator/x/investingwombat) 2025-11-02T07:17Z XXX followers, XX engagements


"Berkshire Hathaway Q3 2025 Earnings Surge πŸ“ˆ $BRK.A Berkshire Hathaway unveiled Q3 2025 results on November XX 2025 highlighting robust operating earnings growth driven by insurance strength while net earnings rose amid investment gains. Key drivers: Strong rebound in insurance underwriting income offset lower investment yields contrasting with modest growth in railroad and energy segments. Key details:πŸ“Š $BRK.A delivered operating earnings of $XXXXXX billion up XX% year-over-year in Q3 2025. Berkshire Hathaway reported net earnings of $XXXXXX billion rising XX% year-over-year in Q3 2025. The"  
[X Link](https://x.com/investingwombat/status/1984883564043723208) [@investingwombat](/creator/x/investingwombat) 2025-11-02T07:21Z XXX followers, XX engagements


"Caterpillar Among Most Overbought Stocks on Wall Street πŸ“ˆ $CAT CNBC screened for overbought stocks using 14-day RSI on November XX 2025 spotlighting Caterpillar after its earnings-driven rally. Key drivers: Post-earnings surge stemmed from Q3 beats on revenue and EPS contrasting with broader market caution on industrials amid trade tensions. Key details:πŸ“Š $CAT registered an RSI of XX over the 14-day period. The company climbed XX% to $XXXXXX post-earnings on October XX 2025. They traded X% above Wall Street's average price target. Cardinal Health hit an RSI of XX rising XX% this week."  
[X Link](https://x.com/investingwombat/status/1984893262692311467) [@investingwombat](/creator/x/investingwombat) 2025-11-02T08:00Z XXX followers, XX engagements


"Caterpillar is among the most overbought stocks on Wall Street after a post-earnings surge. Here are the others AMD and this trucking stock are among the most overbought names on Wall Street Market crossroads: Oversold stocks outnumber overbought names two-to-one in the S&P XXX Caterpillar Stock Hits All-Time HighIs There More Room to Run"  
[X Link](https://x.com/investingwombat/status/1984893265317945426) [@investingwombat](/creator/x/investingwombat) 2025-11-02T08:00Z XXX followers, XX engagements


"Andon Labs' LLM Robot Test Reveals Gaps in $GOOG Gemini πŸ€–πŸ˜‚ On November X 2025 TechCrunch reported Andon Labs' Butter-Bench experiment where researchers embodied leading LLMs into a vacuum robot for a "pass the butter" task uncovering comedic failures and low accuracy. Key drivers: The catalyst was evaluating state-of-the-art LLMs for robotic orchestration in practical settings. This benchmark exposed deficiencies in multi-step spatial planning and social cues contrasting with high human performance. Key details:πŸ“Š Andon Labs tested six models including $GOOG Gemini XXX Pro and $META Llama 4"  
[X Link](https://x.com/investingwombat/status/1984898107235090810) [@investingwombat](/creator/x/investingwombat) 2025-11-02T08:19Z XXX followers, XX engagements


"$COIN CEO Brian Armstrong Trolls Prediction Markets on Earnings Call πŸ˜‚πŸ€‘ On October XX 2025 during Coinbase's Q3 earnings call CEO Brian Armstrong deliberately mentioned specific crypto terms to influence outcomes on Kalshi and Polymarket. Key drivers: The catalyst was a team member sharing a link to mention markets mid-call prompting Armstrong's spontaneous stunt. This exposed manipulation risks in prediction markets contrasting with their growing role in forecasting. Key details:πŸ“Š $COIN hosted its Q3 earnings call on October XX 2025. Armstrong uttered "Bitcoin Ethereum Blockchain Staking"  
[X Link](https://x.com/investingwombat/status/1984956593608249421) [@investingwombat](/creator/x/investingwombat) 2025-11-02T12:11Z XXX followers, XX engagements


"Rising energy prices put AI and data centers in the crosshairs How AI Data Centers Are Sending Your Power Bill Soaring AI data centers could be 'distorting' the US power grid Data Centers Are Already Increasing Your Energy Bills"  
[X Link](https://x.com/investingwombat/status/1984957836502139348) [@investingwombat](/creator/x/investingwombat) 2025-11-02T12:16Z XXX followers, XX engagements


"ECC Unveils $ZEC Q4 2025 Roadmap Amid Price Surge πŸš€πŸ“ˆ On November X 2025 Electric Coin Co. unveiled its Q4 2025 roadmap for Zcash as the privacy token's price surged to $XXX and shielded supply ballooned. Key drivers: The catalyst was surging demand for private transactions via zero-knowledge proofs prompting focus on wallet usability and privacy enhancements. This contrasts with Monero where $ZEC recently flipped its market cap. Key details:πŸ“Š ECC outlined four priorities including ephemeral addresses for every ZEC swap. Zcash traded at $XXX on November X 2025. The token surged XXXX% over"  
[X Link](https://x.com/investingwombat/status/1984963009379254303) [@investingwombat](/creator/x/investingwombat) 2025-11-02T12:37Z XXX followers, XX engagements


"Zcash creator ECC unveils Q4 2025 roadmap as privacy token's price and shielded supply surge ECC Roadmap: Q4 2025 - Electric Coin Company Zcash devs share Q4 2025 roadmap as market cap hits $7B all-time high ZEC +30.8% in X Days as Q4 Roadmap Prioritizes Privacy"  
[X Link](https://x.com/investingwombat/status/1984963011711209705) [@investingwombat](/creator/x/investingwombat) 2025-11-02T12:37Z XXX followers, XX engagements


"US Spot $SOL ETFs Crush Debut with $200M Inflows πŸš€πŸ“ˆ Bitwise launched its spot Solana ETF on Oct XX 2025 followed by Grayscale on Oct XX 2025 both on NYSE Arca. Key drivers: SEC approval in mid-2025 cleared the path for these staking-enabled funds. This expands $SOL exposure to traditional investors building on Bitcoin and Ethereum ETF momentum but with yield potential. Key details:πŸ“Š Bitwise drew $197M in net inflows for $BSOL in the week ending Nov X 2025. Grayscale added $2.2M in net inflows for $GSOL since Oct XX 2025. The funds hold over $500M in combined AUM including seed capital."  
[X Link](https://x.com/investingwombat/status/1984964593412698133) [@investingwombat](/creator/x/investingwombat) 2025-11-02T12:43Z XXX followers, XX engagements


"'Big time debut': U.S. spot Solana ETFs draw $XXX million in inflows . SOL-ETF Inflows Reach $XXX Million in Debut Week US Solana spot ETFs seen to hit $5bn in inflows: Grayscale exec Solana Staking Spot ETFs are Live"  
[X Link](https://x.com/investingwombat/status/1984964595908304964) [@investingwombat](/creator/x/investingwombat) 2025-11-02T12:43Z XXX followers, XX engagements


"Can $BTC still hit $150k by the end of this year"  
[X Link](https://x.com/investingwombat/status/1984979495166582799) [@investingwombat](/creator/x/investingwombat) 2025-11-02T13:42Z XXX followers, XX engagements


"Busy Week Ahead: Fed Fallout Jobs Delay AI Earnings Blitz $SPY πŸ“…πŸ“ˆ Markets digest the Fed's quarter-point rate cut from October 29-30 2025 where Powell tempered December cut expectations. A government shutdown delays the October jobs report for the second month shifting focus to ADP data and a slew of AI-related earnings starting November XX 2025. Key drivers: Powell's press conference poured cold water on aggressive easing making future cuts more data-dependent. The shutdown exacerbates data gaps amplifying private sector reports and sector PMIs. Key details:πŸ“Š $IXIC climbed XXX% last week"  
[X Link](https://x.com/investingwombat/status/1985011818452906066) [@investingwombat](/creator/x/investingwombat) 2025-11-02T15:51Z XXX followers, XX engagements


"Kevin Rose's simple test for AI hardware would you want to punch someone in the face who's wearing it Kevin Rose's simple test for AI hardware would you want to punch someone in the face who's wearing it Digg founder Kevin Rose on the need for trusted social communities in the AI era Kevin Rose on AI Hardware Investments and Venture Capital Evolution"  
[X Link](https://x.com/investingwombat/status/1985366923954004277) [@investingwombat](/creator/x/investingwombat) 2025-11-03T15:22Z XXX followers, XX engagements


"Meta's AI Spending Surge Triggers XX% Stock Drop πŸ“‰ $META Following its Q3 2025 earnings release on Oct XX 2025 Meta Platforms Inc. faced investor backlash over escalating AI investments lacking clear revenue streams with shares plunging XX% by Oct XX 2025 close and erasing roughly $XXX billion in market cap. This contrasts sharply with OpenAI's $XX billion ARR from ChatGPT highlighting Meta's product gap. Key drivers: Aggressive ramp-up in AI infrastructure and talent acquisition propelled a $X billion year-over-year increase in operating expenses fueled by the unprecedented AI buildout."  
[X Link](https://x.com/investingwombat/status/1985369229487432018) [@investingwombat](/creator/x/investingwombat) 2025-11-03T15:31Z XXX followers, XXX engagements


"Meta has an AI product problem Meta Reports Third Quarter 2025 Results Meta Q3 2025 Earnings Call Transcript Meta stock has worst day in X years dropping XX% on higher AI spend"  
[X Link](https://x.com/investingwombat/status/1985369232142434672) [@investingwombat](/creator/x/investingwombat) 2025-11-03T15:31Z XXX followers, XX engagements


"Nvidia Can Hit $XXX Trillion on Golden Wave of AI Loop Says Wall Street Sees Surge in NVIDIA Buy Recommendations Nvidia $NVDA just received a new price target high of $XXX. NVIDIA's market capitalization is expected to reach $XXX trillion"  
[X Link](https://x.com/investingwombat/status/1985372202892419215) [@investingwombat](/creator/x/investingwombat) 2025-11-03T15:43Z XXX followers, XX engagements


"$MSFT Seals $9.7B AI Cloud Pact with $IREN πŸš€πŸ€– Microsoft signed a five-year AI cloud services contract with Iris Energy providing access to $NVDA GB300 GPUs at the Childress Texas data center announced Nov X 2025. Key drivers: Bitcoin miners face squeezed margins post the April 2024 halving prompting $IREN's pivot to AI workloads leveraging existing power assets. This $MSFT deal validates the shift positioning ex-miners as key AI infrastructure providers amid surging compute demand. Key details:πŸ“Š $IREN secured $9.7B contract value over five years with $MSFT. Iris Energy received 20%"  
[X Link](https://x.com/investingwombat/status/1985445514142183792) [@investingwombat](/creator/x/investingwombat) 2025-11-03T20:34Z XXX followers, XXX engagements


"IREN Secures $9.7bn AI Cloud Contract with Microsoft Microsoft's $XXX billion deal with IREN shows bitcoin miners' AI pivot is paying off Iren lands $14.8b Microsoft deal for AI cloud services IREN jumps XX% on $XXX billion multi-year cloud contract with Microsoft"  
[X Link](https://x.com/investingwombat/status/1985445516767887582) [@investingwombat](/creator/x/investingwombat) 2025-11-03T20:34Z XXX followers, XX engagements


"IREN Secures $9.7bn AI Cloud Contract with Microsoft Microsoft's $XXX billion deal with IREN shows bitcoin miners' AI pivot is paying off IREN jumps XX% on $XXX billion multi-year cloud contract with Microsoft Microsoft signs $9.7bn cloud capacity deal with Iren"  
[X Link](https://x.com/investingwombat/status/1985725473473663302) [@investingwombat](/creator/x/investingwombat) 2025-11-04T15:07Z XXX followers, XX engagements


"Nvidia $NVDA Surpasses $XXX for First Time πŸš€πŸ“ˆ On Oct XX 2025 Nvidia shares crossed the $XXX threshold amid AI breakthroughs unveiled at GTC DC. Key drivers: The surge stems from CEO Jensen Huang's keynote on sovereign AI partnerships and new chip roadmaps. This positions $NVDA in expanding government and telecom sectors unlike prior reliance on hyperscalers. Key details:πŸ“Š $NVDA reached an intraday high of $XXXXXX. The company traded at $XXXXXX during the session. They gained XXX% from the previous close of $XXXXXX. Management announced deals for over 100000 GPUs with US labs. Huang"  
[X Link](https://x.com/investingwombat/status/1983258544729153985) [@investingwombat](/creator/x/investingwombat) 2025-10-28T19:44Z XXX followers, XXX engagements


"The Daily Dig 🦘 X 🀝 Amazon Seals Mega AI Deal $AMZN $OAI Inc. announced a $XX billion multi-year cloud partnership with OpenAI on November X 2025 boosting its AWS unit with massive AI infrastructure commitments. This pact underscores Big Tech's relentless push into generative AI amid surging demand for compute power. Broader tech sector sees renewed momentum potentially lifting Nasdaq peers as AI spending tops $200B annually. X πŸ’Ό Kimberly-Clark Buys Kenvue $KMB $KVUE Kimberly-Clark agreed to acquire Kenvue in a $XXXX billion all-cash deal on November X 2025 combining household giants like"  
[X Link](https://x.com/investingwombat/status/1985461585943675396) [@investingwombat](/creator/x/investingwombat) 2025-11-03T21:38Z XXX followers, XXX engagements


"$GOOGL Ramps Up Moonshot Spinouts as Independent Companies πŸš€πŸ€– Alphabet's X lab revealed on November X 2025 its evolving strategy to launch ambitious moonshot projects as standalone entities as discussed by CEO Astro Teller at TechCrunch Disrupt in San Francisco. Key drivers: Lessons from a decade of projects like $GOOGL's Waymo show some moonshots advance faster outside the corporate structure. The shift leverages a dedicated venture fund for independence while securing strategic benefits contrasting with prior subsidiary integrations. Key details:πŸ“Š $GOOGL spun out Taara for optical"  
[X Link](https://x.com/investingwombat/status/1985448322044477730) [@investingwombat](/creator/x/investingwombat) 2025-11-03T20:45Z XXX followers, XX engagements


"MARA Announces Third Quarter 2025 Results MARA Reports $XXX Million in Q3 Revenue MARA Holdings Inc. (MARA) Stock Price News Quote & History MARA Reports Strong Q3 2025 Earnings: Revenue Up XX% Net "  
[X Link](https://x.com/investingwombat/status/1985752594770178104) [@investingwombat](/creator/x/investingwombat) 2025-11-04T16:54Z XXX followers, XX engagements


"$EOSE Valuation Examined After XXX% Quarterly Surge πŸ“ˆπŸ” Simply Wall St published an analysis on November XX 2025 examining Eos Energy Enterprises valuation amid a surge in investor interest. Key drivers: The acceleration of large-scale energy storage projects driven by renewable adoption and grid needs boosts demand for $EOSEs zinc-based systems. US incentives enhance competitiveness against offshore rivals contrasting with earlier production hurdles. Key details:πŸ“Š $EOSE delivered XXX% gain over the past X months. Eos Energy Enterprises achieved XXXXXX% 1-year total shareholder return. The"  
[X Link](https://x.com/investingwombat/status/1985801376157577298) [@investingwombat](/creator/x/investingwombat) 2025-11-04T20:08Z XXX followers, XXX engagements


"$IREN Unveils AI Infrastructure Vision in CEO Interview Video πŸš€πŸ“ˆ Key drivers: AI innovation is outpacing physical infrastructure buildout at an unprecedented rate. IREN aims to close this gap with grid-connected renewable-powered data centers deployed swiftly for hyperscalers and enterprises. Key details:πŸ“Š $IREN operates XXX MW of multi-purpose data centers ready for AI factories. The company utilizes less than X% of its energy portfolio for GPUs as of October 2025. They forecast a XX GW power shortfall in the US over the next X years. Management references McKinsey's projection of XXX GW"  
[X Link](https://x.com/investingwombat/status/1985835255077748916) [@investingwombat](/creator/x/investingwombat) 2025-11-04T22:23Z XXX followers, XXX engagements


"IREN Investor News Financial Announcements & Updates Microsoft's $XXX billion deal with IREN shows bitcoin miners' AI pivot is paying off IREN jumps XX% on $XXX billion multi-year cloud contract with Microsoft Microsoft strikes multi-billion dollar deal with IREN"  
[X Link](https://x.com/investingwombat/status/1985835257904423373) [@investingwombat](/creator/x/investingwombat) 2025-11-04T22:23Z XXX followers, XX engagements


"Eos Energy Secures Strategic XXX MWh Order from Frontier Power Under Existing X GWh Framework Agreement & Achieves Final Cerberus Milestone Eos Energy (EOSE) Soars XXXX% as Firm Bags New XXX MWh Order Eos Energy Enterprises Shares Rise After Order From Frontier Power Eos Energy secures XXX MWh order from Frontier Power"  
[X Link](https://x.com/investingwombat/status/1985835848189743325) [@investingwombat](/creator/x/investingwombat) 2025-11-04T22:25Z XXX followers, XX engagements


"$BTC Dips Below $100K Amid Selling Pressure πŸš¨πŸ“‰ On November XX 2025 Bitcoin briefly fell below $100000 as investor concerns over the government shutdown and slowing economic growth triggered heavy selling. Key drivers: The ongoing government shutdown delays Treasury General Account drawdowns stalling liquidity tailwinds for risk assets. This contrasts with earlier ETF inflow momentum now slowed amid whale selling and economic contraction signals. Key details:πŸ“Š $BTC declined more than X% to 100921.98 USD on November XX 2025. Bitcoin is down roughly XX% from its all-time high above $126000 in"  
[X Link](https://x.com/investingwombat/status/1985837459289055689) [@investingwombat](/creator/x/investingwombat) 2025-11-04T22:32Z XXX followers, XX engagements


"Bitcoin breaches $100000 as selling pressure mounts government shutdown 'stalls' tailwinds Bitcoin BTC (BTC-USD) Live Price News Chart & Price History U.S. government shutdown disrupts liquidity flows placing Bitcoin under pressure Bitcoin (BTC) Price Real-time Quote & News"  
[X Link](https://x.com/investingwombat/status/1985837462556655941) [@investingwombat](/creator/x/investingwombat) 2025-11-04T22:32Z XXX followers, XX engagements


"ETHZilla Sells $40M $ETH to Fuel $250M Buyback πŸ“ˆ $ETHZ On Oct XX 2025 ETHZilla announced the sale of approximately $XX million in ETH to facilitate its ongoing stock repurchase program. Why now: πŸ› The catalyst is reducing the significant discount to NAV and normalizing the stock price amid recent share repurchases. Numbers that matter: 🧾 Sold approximately $40M ETH as part of the $250M board-approved program; repurchased 600000 shares for $12M since Oct XX 2025; still holds $400M ETH on balance sheet. For contrast SharpLink Gaming ($SBET) approved a $1.5B repurchase program. This accretive"  
[X Link](https://x.com/investingwombat/status/1982938626947268692) [@investingwombat](/creator/x/investingwombat) 2025-10-27T22:33Z XXX followers, XXX engagements


"$GOOGL Crushes Q3 Expectations Amid AI Surge πŸš€πŸ“ˆ Alphabet delivered its first $XXX billion revenue quarter in Q3 2025 with earnings released after market close on Oct XX 2025 ET. The results eased investor concerns over generative AI disrupting core search contrasting with peers like $META's post-earnings plunge. Key drivers: Strong traction in AI offerings like Gemini and Cloud fueled beats across segments. Fading fears of AI cannibalizing search plus a recent favorable DOJ ruling bolstered the quarter's momentum. Key details:πŸ“Š $GOOGL reported $102.3B in Q3 2025 revenue up XX% YoY. Google"  
[X Link](https://x.com/investingwombat/status/1984214551009567080) [@investingwombat](/creator/x/investingwombat) 2025-10-31T11:03Z XXX followers, XX engagements


"Berkshire's operating earnings jump XX% Buffett buys back no stock. BRK.B - BERKSHIRE HATHAWAY INC. Berkshire Hathaway Q3 operating earnings +33.6% Y/Y. Berkshire Operating Profits Rose XX% in Third Quarter"  
[X Link](https://x.com/investingwombat/status/1984883566350684637) [@investingwombat](/creator/x/investingwombat) 2025-11-02T07:21Z XXX followers, XX engagements


"Kevin Rose's Punch Test Slams AI Hardware Bullish on $GOOGL Gemini X πŸ’₯πŸ€– Veteran investor Kevin Rose shared candid views on AI hardware and entrepreneurship during a session at TechCrunch Disrupt in San Francisco on October XX 2025. Key drivers: Rose's stage appearance spotlighted the AI hardware boom in Silicon Valley drawing parallels to early social media pitfalls. His insights stem from testing devices and observing market failures emphasizing social acceptability over tech hype. Key details:πŸ“Š Kevin Rose unveiled his "punch test" for assessing AI wearable investments. True Ventures"  
[X Link](https://x.com/investingwombat/status/1985366921252864417) [@investingwombat](/creator/x/investingwombat) 2025-11-03T15:22Z XXX followers, XX engagements


"Amazon stock jumps on $XX billion deal with OpenAI to use hundreds of thousands of Nvidia chips AWS and OpenAI announce multi-year strategic partnership OpenAI turns to Amazon in $XX billion cloud services deal OpenAI Amazon Sign $XX Billion Cloud Deal"  
[X Link](https://x.com/investingwombat/status/1985370882328436738) [@investingwombat](/creator/x/investingwombat) 2025-11-03T15:37Z XXX followers, XX engagements


"NVDA Eyes $8.5T on AI Golden Wave Loop Says πŸš€ $NVDA Loop Capital Markets raised its price target on Nvidia to $XXX on November X 2025 implying a market cap exceeding $XXX trillion. This contrasts with the average analyst target of $XXX highlighting bullish sentiment amid AI demand. Key drivers: Entering the next Golden Wave of generative AI adoption propelled the Street-high target driven by $XXX billion in Blackwell orders through 2026. Without hyperscaler commitments from $MSFT $META $GOOG and $AMZN growth could moderate. Key details:πŸ“Š $NVDA shares rose X% in premarket trading on November"  
[X Link](https://x.com/investingwombat/status/1985372200698814691) [@investingwombat](/creator/x/investingwombat) 2025-11-03T15:43Z XXX followers, XX engagements


"$IREN Projects $3.5B-$4B 2026 Revenue After $MSFT Deal πŸš€πŸ“ˆ Iris Energy announced a five-year AI cloud contract with Microsoft valued at $9.7B on Nov XX 2025. The agreement provides access to NVIDIA GB300 GPUs at the Childress Texas facility. Key drivers: The Microsoft partnership accelerates $IREN's pivot from Bitcoin mining to AI infrastructure capitalizing on surging demand for compute power. Analysts project a XX GW shortfall in new data centers by 2028 positioning $IREN's X GW portfolio for significant market capture. Key details:πŸ“Š $IREN secured a $9.7B contract with $MSFT over five"  
[X Link](https://x.com/investingwombat/status/1985725470352998708) [@investingwombat](/creator/x/investingwombat) 2025-11-04T15:06Z XXX followers, XXX engagements


"$HIVE Hits XX EH/s Mining Capacity Funding AI Expansion πŸš€πŸŒΏ HIVE Digital Technologies announced on November X 2025 that it has achieved XX EH/s in global Bitcoin mining capacity while securing additional land for Tier III+ AI HPC data centers. Key drivers: The surge is powered by full deployment at the XXX MW hydroelectric facility in Paraguay enabling over XX% mining margins to fund the pivot to high-performance computing. This positions $HIVE ahead of peers like $IREN in blending Bitcoin cash flows with AI infrastructure growth. Key details:πŸ“Š $HIVE achieved XX EH/s in global Bitcoin"  
[X Link](https://x.com/investingwombat/status/1985727482616594486) [@investingwombat](/creator/x/investingwombat) 2025-11-04T15:14Z XXX followers, XXX engagements


"HIVE Digital Technologies Accelerates into the AI Super Cycle by Securing Prime Land for Next-Gen Tier III+ AI HPC Data Centers and Surpassing XX EH/s HIVE Digital's Mining Capacity Hits XX EH/s as Bitcoin Output Funds AI Shift HIVE Digital surpasses XX EH/s secures prime land for next-gen data centers HIVE Digital Achieves XX EH/s Bitcoin Capacity Up XXX% YTD"  
[X Link](https://x.com/investingwombat/status/1985727485141553357) [@investingwombat](/creator/x/investingwombat) 2025-11-04T15:15Z XXX followers, XX engagements


"T1 Energy $TE Raises $72M in Discounted Offering to Power Solar Expansion πŸ’°β˜€ T1 Energy Inc. announced on October XX 2025 a registered direct offering to institutional investors pricing XXXXX million shares at $XXXX each for $XX million gross proceeds. The move aims to fund working capital and the G2_Austin solar cell facility amid rising U.S. energy demand from AI data centers. Key drivers: The raise provides essential liquidity to accelerate the first XXX GW phase of G2_Austin with projected $400-425 million capex. This contrasts with prior battery focus pivoting to solar where domestic"  
[X Link](https://x.com/investingwombat/status/1985839066219241498) [@investingwombat](/creator/x/investingwombat) 2025-11-04T22:38Z XXX followers, XXX engagements


"SCOTUS Hears Trump's Tariff Powers Today βš–πŸ“ˆ $SPY The U.S. Supreme Court hears oral arguments on November X 2025 at 10:00 a.m. ET on whether President Trump exceeded authority under IEEPA for imposing broad tariffs. Lower courts ruled against the measures but they remain in effect pending the decision. Key drivers: The hearing stems from appeals after federal courts found Trump's tariffs beyond IEEPA scope amid post-Chevron scrutiny of executive powers. Experts highlight uncertainties with potential for the Court to curb presidential overreach in trade policy. Key details:πŸ“Š The Supreme Court"  
[X Link](https://x.com/investingwombat/status/1986053304921530691) [@investingwombat](/creator/x/investingwombat) 2025-11-05T12:49Z XXX followers, XX engagements


"Looking to experts for how the Supreme Court will rule on tariffs They aren't sure either. President Trumps tariffs v. the Supreme Courts duties The tariff case puts the Supreme Courts conservatives in a bind Supreme Court Confronts Trump and His Tariffs in Test of Presidential Power"  
[X Link](https://x.com/investingwombat/status/1986053307366813792) [@investingwombat](/creator/x/investingwombat) 2025-11-05T12:49Z XXX followers, XX engagements


"TeraWulf $WULF Inks $9.5B AI JV with FluidStack πŸš€πŸ€ On Oct XX 2025 TeraWulf announced a 25-year joint venture with FluidStack to develop a XXX MW AI data center in Abernathy Texas backed by Google. Key drivers: The partnership accelerates TeraWulf's pivot from bitcoin mining to AI infrastructure amid surging global demand for HPC capacity. It builds on their prior Lake Mariner expansion scaling contracted critical IT load beyond XXX MW. Key details:πŸ“Š $WULF holds a XX% ownership stake in the joint venture. FluidStack secured $XXX billion in lease obligations from $GOOGL. The company projects"  
[X Link](https://x.com/investingwombat/status/1983214907710468544) [@investingwombat](/creator/x/investingwombat) 2025-10-28T16:50Z XXX followers, XXX engagements


"IREN Surges XX% on $9.7B Microsoft AI Deal πŸš€ $IREN Iris Energy announced a five-year $XXX billion AI cloud services contract with Microsoft on November X 2025 providing access to NVIDIA GB300 GPUs. This contrasts with smaller AI deals by peers like Core Scientific highlighting IREN's scale in hyperscaler partnerships. Key drivers: Securing the multi-year contract with Microsoft fueled a sharp stock rally driven by the XX% prepayment and phased GPU deployment. Without similar hyperscaler validation this sets IREN apart from traditional Bitcoin miners pivoting to AI. Key details:πŸ“Š $IREN"  
[X Link](https://x.com/investingwombat/status/1985369982084026558) [@investingwombat](/creator/x/investingwombat) 2025-11-03T15:34Z XXX followers, XXX engagements


"AMZN Surges X% on $38B OpenAI Deal for NVDA Chips πŸš€ $AMZN Amazon announced a multi-year $XX billion partnership with OpenAI on November X 2025 granting access to hundreds of thousands of Nvidia GPUs via AWS. This contrasts with OpenAI's earlier $XXX billion Oracle agreement underscoring diversified compute sourcing. Key drivers: Securing hyperscaler validation for AWS amid intensifying AI cloud competition propelled the stock rally. Without these deals OpenAI's escalating compute demands could outpace revenue growth. Key details:πŸ“Š $AMZN inked a $XX billion multi-year compute deal with"  
[X Link](https://x.com/investingwombat/status/1985370879769924076) [@investingwombat](/creator/x/investingwombat) 2025-11-03T15:37Z XXX followers, XX engagements


"MARA deploys AI inference racks MARA Announces Third Quarter 2025 Results MARA Reports $XXX Million in Q3 Revenue MARA Holdings Q3 earnings"  
[X Link](https://x.com/investingwombat/status/1985719466504618394) [@investingwombat](/creator/x/investingwombat) 2025-11-04T14:43Z XXX followers, XXX engagements


"Examining Valuation After Recent Surge in Investor Interest Eos Energy Enterprises Announces Date for Third Quarter 2025  Eos Energy Enterprises Surges Amidst Shifting Energy Storage Landscape Eos Energy Announces Strategic Investment of up to $XXXXX Million from Cerberus"  
[X Link](https://x.com/investingwombat/status/1985801380716552312) [@investingwombat](/creator/x/investingwombat) 2025-11-04T20:08Z XXX followers, XX engagements


"Amazon sends legal threats to Perplexity over agentic browsing Perplexity AI accuses Amazon of bullying with Comet legal threat Amazon Sues to Stop Perplexity From Using AI Tool to Buy Stuff Amazon and Perplexity have kicked off the great AI web browser fight"  
[X Link](https://x.com/investingwombat/status/1985963682807918636) [@investingwombat](/creator/x/investingwombat) 2025-11-05T06:53Z XXX followers, XX engagements


"$MARA CEO Outlines AI Pivot and $MPLX Deal on Bloomberg πŸš€βš‘ On November X 2025 MARA CEO Fred Thiel joined Bloomberg TV to discuss the companys BTC yield strategy deployment of its first AI inference site and a new collaboration with MPLX for power generation. Key drivers: Surging AI compute demand coupled with energy scarcity is driving Bitcoin miners to integrate HPC infrastructure leveraging low-cost power for dual-use sites. Key details:πŸ“Š $MARA reported $XXXXX million revenue in Q3 2025 up XX% year-over-year. The company mined 2144 BTC in Q3 2025. They deployed first XX AI inference racks"  
[X Link](https://x.com/investingwombat/status/1986064578438983699) [@investingwombat](/creator/x/investingwombat) 2025-11-05T13:34Z XXX followers, XXX engagements


"USA Rare Earth Iren Novartis Softbank: Trending Stocks Novartis agrees to acquire Avidity Biosciences an innovator in RNA . IREN Limited's XXX% Run Doesn't Scare Me: Maintaining A Buy Rare earth miners fall as US-China truce to pause tariffs export curbs"  
[X Link](https://x.com/investingwombat/status/1983080873021870447) [@investingwombat](/creator/x/investingwombat) 2025-10-28T07:58Z XXX followers, XX engagements


"Alphabet's Q3 revenue surges to $XXXXXX billion Alphabet (GOOG) Q3 2025 Earnings Call Transcript Alphabet signals $91B$93B 2025 CapEx Alphabet reports XX% increase in net income to $34.9bn in Q3 2025"  
[X Link](https://x.com/investingwombat/status/1984214553438134601) [@investingwombat](/creator/x/investingwombat) 2025-10-31T11:03Z XXX followers, XX engagements


"$MARA Deploys AI Inference Racks in Texas Data Center πŸš€πŸ€– MARA announced on November X 2025 the deployment of AI inference racks and computing at its North Central Texas data center. Key drivers: This move stems from MARA's diversification strategy beyond Bitcoin mining leveraging existing infrastructure for high-performance computing like AI workloads. Key details:πŸ“Š $MARA deployed AI inference racks at North Central Texas data center. The company marked this as the start of high-performance compute applications beyond Bitcoin mining. They validated ability to redirect power toward AI"  
[X Link](https://x.com/investingwombat/status/1985719464004890769) [@investingwombat](/creator/x/investingwombat) 2025-11-04T14:43Z XXX followers, 1170 engagements


"$MARA Swings to $123M Profit on $252M Q3 Revenue Surge πŸ“ˆπŸ’° On November X 2025 MARA Holdings released its Q3 2025 shareholder letter highlighting strong revenue growth driven by higher $BTC prices and expanded operations. Key drivers: Higher average $BTC prices and a XX% year-over-year hash rate increase fueled the revenue jump. The signed letter of intent with $MPLX for XXX MW initial power capacity scalable to XXX GW positions MARA for further expansion in West Texas. Key details:πŸ“Š $MARA reported $XXXXX million in revenue for Q3 2025 up XX% from $XXXXX million in Q3 2024. The company"  
[X Link](https://x.com/investingwombat/status/1985752592211693717) [@investingwombat](/creator/x/investingwombat) 2025-11-04T16:54Z XXX followers, XXX engagements


"They said uptober They said moonvember Cant wait for bullcember😭"  
[X Link](https://x.com/investingwombat/status/1985813665103179851) [@investingwombat](/creator/x/investingwombat) 2025-11-04T20:57Z XXX followers, XXX engagements


"$EOSE Secures XXX MWh Order from Frontier Power πŸ”‹πŸ€ On October XX 2025 Eos Energy Enterprises announced a XXX MWh order from Frontier Power Ltd. under the existing X GWh framework agreement marking the first conversion and achieving the final Cerberus milestone. Key drivers: The order validates Eos' zinc-based Z3 technology for long-duration storage in diverse grid environments ahead of major projects. This partnership supports renewable integration and grid stability contrasting lithium-ion with safer scalable alternatives. Key details:πŸ“Š $EOSE secured a XXX MWh order from Frontier Power in"  
[X Link](https://x.com/investingwombat/status/1985835844217766031) [@investingwombat](/creator/x/investingwombat) 2025-11-04T22:25Z XXX followers, XXX engagements


"Beta Technologies ends first day on NYSE in the green and $1B raised S-1 - Bell Calendar - NYSE Amazon-backed eVTOL Beta opens on New York Stock Exchange after IPO"  
[X Link](https://x.com/investingwombat/status/1985963097232687181) [@investingwombat](/creator/x/investingwombat) 2025-11-05T06:51Z XXX followers, XX engagements


"πŸš¨πŸ”‹ $IREN CCO: Power Crunch Impacts AI Boom 100K GPUs Possible in 2026 Power is the primary constraint for data centers with potential for 100K GPUs operational in 2026. Starting from scratch takes 5-7 years to get power online. AI Cloud Expansion Accelerates πŸš€ Capacity for 40K additional GPUs in British Columbia in 2026. Why it matters: $IREN's secured power positions it to meet rising AI demand increasing revenues and market share. πŸ”—"  
[X Link](https://x.com/investingwombat/status/1982764214759612695) [@investingwombat](/creator/x/investingwombat) 2025-10-27T11:00Z XXX followers, XXX engagements


"Trending Tickers: $USAR Dips on Trade Optimism $IREN Soars on AI Pivot $NVS Strikes $12B Deal πŸ“‰πŸ“ˆπŸ’Š Yahoo Finance highlighted USA Rare Earth IREN and Novartis as key trending stocks on Oct XX 2025 at 8:19 a.m. ET amid sector shifts in rare earths AI computing and biotech M&A. Why now: US-China trade truce pauses tariffs and export curbs easing supply risks for rare earths while pressuring domestic miners. AI demand surges for computing power and Novartis seizes opportunity to bolster its neuroscience pipeline with a major acquisition. Key details:πŸ“Š $USAR fell XXXX% to $XXXXX testing its"  
[X Link](https://x.com/investingwombat/status/1983080870752788931) [@investingwombat](/creator/x/investingwombat) 2025-10-28T07:58Z XXX followers, XXX engagements


"Iris Energy $IREN AI Pivot Fuels Analyst Upgrades πŸš€πŸ“ˆ On Oct XX 2025 analysts raised price targets for Iris Energy following its major expansion into AI cloud services and strategic partnerships. Key drivers: The upgrades stem from IREN's shift from bitcoin mining to AI infrastructure including deals for Nvidia Blackwell GPUs and partnerships with Google and Anthropic. This positions the company to capitalize on surging AI demand with flexible power resources insulating it from regulatory challenges. Key details:πŸ“Š $IREN surged XXX% from April 2025 lows. The company doubled its AI cloud to"  
[X Link](https://x.com/investingwombat/status/1983588205174698444) [@investingwombat](/creator/x/investingwombat) 2025-10-29T17:34Z XXX followers, XXX engagements


"The Daily Dig 🦘 X πŸ“ˆ S&P XXX futures rally $SPX On November X 2025 S&P XXX futures climbed XXX% to kick off November trading amid AI momentum. Seasonality data points to an average XXX% monthly gain boosted by strong Q3 earnings where XX% of companies beat estimates. Nasdaq surged on deals like Amazon's $38B OpenAI pact signaling broader tech sector uplift. X πŸ’΅ Fed liquidity injection The Federal Reserve injected $XXXX billion via repos on October XX 2025 its largest since 2020. This addressed funding strains as bank reserves dropped to $XXX trillion the lowest in four years amid QT. The"  
[X Link](https://x.com/investingwombat/status/1985368134136516855) [@investingwombat](/creator/x/investingwombat) 2025-11-03T15:27Z XXX followers, XX engagements


"$MARA Signs LOI with $MPLX for West Texas Gas-to-Power Deal ⚑🀝 MARA and MPLX announced a letter of intent on November X 2025 for MPLX to supply natural gas to MARA's planned integrated power generation facilities and data centers in West Texas's Delaware Basin. Key drivers: The catalyst stems from periodic negative natural gas prices at Waha hub driving in-basin demand creation. This positions MARA to secure low-cost power contrasting with grid-reliant miners facing ERCOT congestion. Key details:πŸ“Š $MARA signed LOI with $MPLX for natural gas supply from Delaware Basin plants. The company"  
[X Link](https://x.com/investingwombat/status/1985709656577134711) [@investingwombat](/creator/x/investingwombat) 2025-11-04T14:04Z XXX followers, 1217 engagements


"$BETA Closes Up on NYSE Debut After Raising $1B in IPO πŸš€πŸ“ˆ Beta Technologies debuted on the NYSE on November X 2025 pricing XXXX million shares at $XX each to raise $XXX billion. The stock dipped intraday before closing at $XX per share valuing the electric aircraft maker at $XXX billion. Key drivers: Strong institutional demand drove an upsized offering priced above the $27$33 range. Backing from Fidelity Amazon and General Electric fueled interest in Beta's eVTOL and charging tech amid aviation electrification trends. Key details:πŸ“Š $BETA offered XXXX million shares at $XX each on the"  
[X Link](https://x.com/investingwombat/status/1985963095009710291) [@investingwombat](/creator/x/investingwombat) 2025-11-05T06:51Z XXX followers, XXX engagements


"$AMZN Sends Cease-and-Desist to Perplexity Over AI Agent Violations βš–πŸš¨ On November X 2025 Amazon issued a legal threat to Perplexity AI demanding the startup prevent its Comet shopping assistant from accessing Amazon's online store without proper agent identification. Key drivers: Rising conflicts over AI agentic browsing highlight e-commerce platforms' push to enforce transparency and protect ad revenue streams amid growing third-party bot usage. Key details:πŸ“Š $AMZN sent a cease-and-desist letter dated October XX 2025 accusing Perplexity of terms of service violations. Perplexity published"  
[X Link](https://x.com/investingwombat/status/1985963680400351618) [@investingwombat](/creator/x/investingwombat) 2025-11-05T06:53Z XXX followers, XX engagements


"Democrats Score Big Wins Amid Shutdown Lifting $SPY Sentiment πŸ“ˆπŸš€ On November X 2025 Democrats achieved their largest electoral successes since Donald Trump's 2024 victory capturing governorships in Virginia and New Jersey plus the New York City mayoral race amid voter backlash against the ongoing federal government shutdown. Key drivers: Voter frustration with economic instability from the five-week shutdown propelled Democratic gains as candidates emphasized affordability child care expansion and stability in contrast to Republican focuses on immigration and parental rights. Key details:πŸ“Š"  
[X Link](https://x.com/investingwombat/status/1985965751761543563) [@investingwombat](/creator/x/investingwombat) 2025-11-05T07:01Z XXX followers, XX engagements


"Democrats Score Biggest Wins Since Trump Returned as 2026 Looms Democrats Say Election Results Show Shutdown Bet Is Paying Off Government shutdown becomes the longest on record as fallout spreads nationwide Democrats are more enthusiastic about the midterms as Trump's approval dips"  
[X Link](https://x.com/investingwombat/status/1985965754026524721) [@investingwombat](/creator/x/investingwombat) 2025-11-05T07:01Z XXX followers, XX engagements


"IREN Inks $9.7B AI Cloud Deal with MSFT πŸš€ $IREN Iris Energy announced a major AI cloud services contract with Microsoft on November X 2025. The deal leverages NVIDIA GB300 GPUs and positions IREN as a key player in AI infrastructure. Key drivers: Surging demand for AI compute capacity prompted IREN's pivot from bitcoin mining to high-performance computing. This partnership validates their scalable platform amid hyperscaler needs for affordable power. Key details:πŸ“Š $IREN secured a $9.7B contract value over five years with $MSFT. Iris Energy will deploy NVIDIA GB300 GPUs across 200MW at"  
[X Link](https://x.com/investingwombat/status/1986053551269757233) [@investingwombat](/creator/x/investingwombat) 2025-11-05T12:50Z XXX followers, XXX engagements


"IREN Secures $9.7bn AI Cloud Contract with Microsoft Microsoft's $XXX billion deal with IREN shows bitcoin miners' AI pivot Microsoft signs $XXX billion cloud deal with IREN as AI demand swells Microsoft to Buy AI Computing Power From IREN for $XXX Billion"  
[X Link](https://x.com/investingwombat/status/1986053553731797042) [@investingwombat](/creator/x/investingwombat) 2025-11-05T12:50Z XXX followers, XX engagements


"MARA MPLX Team Up in Texas Amid Strong Q3 Earnings - Bitcoin Miner MARA Revenue Hit Record High in Q3 - MARA Holdings Reports $252M Q3 Revenue Pivots to AI - Watch MARA CEO Discusses Bitcoin Slide Earnings -"  
[X Link](https://x.com/investingwombat/status/1986064582012461393) [@investingwombat](/creator/x/investingwombat) 2025-11-05T13:34Z XXX followers, XX 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.]

@investingwombat Avatar @investingwombat Investing Wombat

Investing Wombat posts on X about ai, bitcoin, microsoft, $iren the most. They currently have XXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.

Engagements: XXXXX #

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  • X Week XXXXXX +545%

Mentions: XX #

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  • X Week XXX +419%

Followers: XXX #

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  • X Week XXX +15%

CreatorRank: XXXXXXXXX #

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Social Influence #


Social category influence finance XXXX% stocks XXXXX% cryptocurrencies XXXXX% technology brands XXXXX% exchanges XXXX% countries XXXX% events #899 travel destinations XXXX%

Social topic influence ai 24.68%, bitcoin #7633, microsoft #1896, $iren #384, investment #2209, $mara #72, bitcoin mining #95, government shutdown #1955, $nvda #2925, stocks XXX%

Top accounts mentioned or mentioned by @stocksavvyshay @cointelegraph @cryptogoos @coinbureau @maxcryptoxx @bitcoinmagazine @btctn @hhorsley @bitwiseinvest @dsencil @btcarchive @cryptorover @techconversationspostdqmxxnmjotsnvidianvdajustreceivedanewpricetargetgetof350at350nvidiawouldbewo @hdndnd99

Top assets mentioned Bitcoin (BTC) Microsoft Corp. (MSFT) IREN Limited (IREN) MARA Holdings, Inc. (MARA) NVIDIA Corp. (NVDA) Alphabet Inc Class A (GOOGL) SPDR S&P XXX ETF Trust (SPY) Amazon.com, Inc. (AMZN) Eos Energy Enterprises, Inc. (EOSE) MPLX LP (MPLX) Solana (SOL) Metaplex (MPLX) Metadium (META) Berkshire Hathaway Inc. (BRK.A) Hive Digital Technologies Ltd (HIVE) Novartis AG (NVS) BlazeStake Staked SOL (BSOL) Tether Gold (XAUT) CatCoin (CAT) Coinbase Global, Inc. (COIN) Mario Coin (COIN) Zcash (ZEC) Ethereum (ETH) Meta Platforms, Inc. (META) ETHZilla Corp (ETHZ)

Top Social Posts #


Top posts by engagements in the last XX hours

"πŸ“ˆπŸš€ $BTC Breakout Depends on Reclaiming Monthly Open BTC at $113680 below October's monthly open of $114063. Reclaiming this level is crucial for a bullish breakout to $118k+. If a swing failure pattern occurs supports are at $113308 (prior day's high) and $111596 (daily open). Key Resistance Test πŸ“Š Many traders view $114k as a critical flip level. Why it matters: Failure to reclaim could lead to a short-term pullback squeezing longs and increasing volatility"
X Link @investingwombat 2025-10-26T21:00Z XXX followers, XX engagements

"Bitwise Launches $BSOL Solana Staking ETF on NYSE Bitwise Asset Management launches its spot Solana staking ETF on the NYSE at 9:30 a.m. ET on Oct XX 2025. Why now: SEC's new listing standards allow self-certification without further approval during the U.S. government shutdown. Bitwise filed its final S-1 registration last week. Key numbers: $BSOL has a XXXX% management fee waived to X% for the first three months on the first $1B AUM; targets XXX% assets staked for X% annual rewards via Helius; contrasts with Grayscale's Solana Trust at XXX% fee without staking. This offers institutions"
X Link @investingwombat 2025-10-27T22:20Z XXX followers, XXX engagements

"Nvidia $NVDA Tops $5T Market Cap as Stocks Rise Ahead of Fed Cut πŸš€πŸ“ˆ On Oct XX 2025 US stocks advanced toward new highs with Nvidia becoming the first company to surpass $X trillion market cap amid optimism for eased China sales restrictions. Key drivers: The surge stems from President Trump's comments fueling hopes for Nvidia's Blackwell AI chip sales in China. It aligns with expectations for a Fed XX bps rate cut on Oct XX 2025 amid a government shutdown delaying key data. Key details:πŸ“Š $NVD A rose almost X% in premarket trading. The company achieved a $X trillion market capitalization."
X Link @investingwombat 2025-10-29T17:57Z XXX followers, XXX engagements

"Wall Street Bets on Tokenized Gold Revolution $XAUT πŸ“ˆπŸͺ™ Gold surged to all-time highs in 2025 driving demand for blockchain-based tokenized bullion as investors seek digital hedges against currency debasement. As of October XX 2025 4:59 PM EDT COMEX gold futures settled at $3996.50 per ounce on the New York Mercantile Exchange. Key drivers: Gold's rally to record levels this year has sparked investor interest in tokenized alternatives for seamless access. Recent legislation like the GENIUS Act has fueled stablecoin growth and paved the way for broader asset tokenization. Key details:πŸ“Š $XAUT"
X Link @investingwombat 2025-11-02T06:41Z XXX followers, XX engagements

"The Daily Dig 🦘 X πŸ“ˆ US Markets Rally $SPY $QQQ US financial markets closed higher on November X 2025 with the S&P XXX up XXX% to 5982 and Nasdaq gaining XXX% amid strong Q3 tech earnings. Cooling inflation data boosted rate cut odds to XX% for December lifting investor sentiment after a volatile week. Broader indices like small-caps rose XXX% signaling rotation into cyclicals as AI hype sustains mega-cap dominance. X πŸ’° Berkshire Earnings Surge $BRK.B Berkshire Hathaway reported Q3 operating earnings up XX% to $XXXX billion on November X 2025 with cash pile hitting record $XXX billion."
X Link @investingwombat 2025-11-02T06:59Z XXX followers, XXX engagements

"Big Tech Ads Boom in Q3 2025 Earnings πŸ“ˆ $META $GOOGL $AMZN $MSFT Meta Alphabet and Microsoft unveiled Q3 2025 results on October XX 2025 with Amazon reporting the next day on October XX 2025 all showcasing surging ad revenues despite AI capex hikes. Key drivers: Robust digital ad market recovery powered by AI-enhanced targeting and content outpaced cloud growth in some cases while companies ramped AI infrastructure spends. Key details:πŸ“Š $META generated $XXXXX billion in revenue up XX% year-over-year in Q3 2025. Alphabet delivered $XXXXX billion in advertising sales growing 13%"
X Link @investingwombat 2025-11-02T07:17Z XXX followers, XX engagements

"Berkshire Hathaway Q3 2025 Earnings Surge πŸ“ˆ $BRK.A Berkshire Hathaway unveiled Q3 2025 results on November XX 2025 highlighting robust operating earnings growth driven by insurance strength while net earnings rose amid investment gains. Key drivers: Strong rebound in insurance underwriting income offset lower investment yields contrasting with modest growth in railroad and energy segments. Key details:πŸ“Š $BRK.A delivered operating earnings of $XXXXXX billion up XX% year-over-year in Q3 2025. Berkshire Hathaway reported net earnings of $XXXXXX billion rising XX% year-over-year in Q3 2025. The"
X Link @investingwombat 2025-11-02T07:21Z XXX followers, XX engagements

"Caterpillar Among Most Overbought Stocks on Wall Street πŸ“ˆ $CAT CNBC screened for overbought stocks using 14-day RSI on November XX 2025 spotlighting Caterpillar after its earnings-driven rally. Key drivers: Post-earnings surge stemmed from Q3 beats on revenue and EPS contrasting with broader market caution on industrials amid trade tensions. Key details:πŸ“Š $CAT registered an RSI of XX over the 14-day period. The company climbed XX% to $XXXXXX post-earnings on October XX 2025. They traded X% above Wall Street's average price target. Cardinal Health hit an RSI of XX rising XX% this week."
X Link @investingwombat 2025-11-02T08:00Z XXX followers, XX engagements

"Caterpillar is among the most overbought stocks on Wall Street after a post-earnings surge. Here are the others AMD and this trucking stock are among the most overbought names on Wall Street Market crossroads: Oversold stocks outnumber overbought names two-to-one in the S&P XXX Caterpillar Stock Hits All-Time HighIs There More Room to Run"
X Link @investingwombat 2025-11-02T08:00Z XXX followers, XX engagements

"Andon Labs' LLM Robot Test Reveals Gaps in $GOOG Gemini πŸ€–πŸ˜‚ On November X 2025 TechCrunch reported Andon Labs' Butter-Bench experiment where researchers embodied leading LLMs into a vacuum robot for a "pass the butter" task uncovering comedic failures and low accuracy. Key drivers: The catalyst was evaluating state-of-the-art LLMs for robotic orchestration in practical settings. This benchmark exposed deficiencies in multi-step spatial planning and social cues contrasting with high human performance. Key details:πŸ“Š Andon Labs tested six models including $GOOG Gemini XXX Pro and $META Llama 4"
X Link @investingwombat 2025-11-02T08:19Z XXX followers, XX engagements

"$COIN CEO Brian Armstrong Trolls Prediction Markets on Earnings Call πŸ˜‚πŸ€‘ On October XX 2025 during Coinbase's Q3 earnings call CEO Brian Armstrong deliberately mentioned specific crypto terms to influence outcomes on Kalshi and Polymarket. Key drivers: The catalyst was a team member sharing a link to mention markets mid-call prompting Armstrong's spontaneous stunt. This exposed manipulation risks in prediction markets contrasting with their growing role in forecasting. Key details:πŸ“Š $COIN hosted its Q3 earnings call on October XX 2025. Armstrong uttered "Bitcoin Ethereum Blockchain Staking"
X Link @investingwombat 2025-11-02T12:11Z XXX followers, XX engagements

"Rising energy prices put AI and data centers in the crosshairs How AI Data Centers Are Sending Your Power Bill Soaring AI data centers could be 'distorting' the US power grid Data Centers Are Already Increasing Your Energy Bills"
X Link @investingwombat 2025-11-02T12:16Z XXX followers, XX engagements

"ECC Unveils $ZEC Q4 2025 Roadmap Amid Price Surge πŸš€πŸ“ˆ On November X 2025 Electric Coin Co. unveiled its Q4 2025 roadmap for Zcash as the privacy token's price surged to $XXX and shielded supply ballooned. Key drivers: The catalyst was surging demand for private transactions via zero-knowledge proofs prompting focus on wallet usability and privacy enhancements. This contrasts with Monero where $ZEC recently flipped its market cap. Key details:πŸ“Š ECC outlined four priorities including ephemeral addresses for every ZEC swap. Zcash traded at $XXX on November X 2025. The token surged XXXX% over"
X Link @investingwombat 2025-11-02T12:37Z XXX followers, XX engagements

"Zcash creator ECC unveils Q4 2025 roadmap as privacy token's price and shielded supply surge ECC Roadmap: Q4 2025 - Electric Coin Company Zcash devs share Q4 2025 roadmap as market cap hits $7B all-time high ZEC +30.8% in X Days as Q4 Roadmap Prioritizes Privacy"
X Link @investingwombat 2025-11-02T12:37Z XXX followers, XX engagements

"US Spot $SOL ETFs Crush Debut with $200M Inflows πŸš€πŸ“ˆ Bitwise launched its spot Solana ETF on Oct XX 2025 followed by Grayscale on Oct XX 2025 both on NYSE Arca. Key drivers: SEC approval in mid-2025 cleared the path for these staking-enabled funds. This expands $SOL exposure to traditional investors building on Bitcoin and Ethereum ETF momentum but with yield potential. Key details:πŸ“Š Bitwise drew $197M in net inflows for $BSOL in the week ending Nov X 2025. Grayscale added $2.2M in net inflows for $GSOL since Oct XX 2025. The funds hold over $500M in combined AUM including seed capital."
X Link @investingwombat 2025-11-02T12:43Z XXX followers, XX engagements

"'Big time debut': U.S. spot Solana ETFs draw $XXX million in inflows . SOL-ETF Inflows Reach $XXX Million in Debut Week US Solana spot ETFs seen to hit $5bn in inflows: Grayscale exec Solana Staking Spot ETFs are Live"
X Link @investingwombat 2025-11-02T12:43Z XXX followers, XX engagements

"Can $BTC still hit $150k by the end of this year"
X Link @investingwombat 2025-11-02T13:42Z XXX followers, XX engagements

"Busy Week Ahead: Fed Fallout Jobs Delay AI Earnings Blitz $SPY πŸ“…πŸ“ˆ Markets digest the Fed's quarter-point rate cut from October 29-30 2025 where Powell tempered December cut expectations. A government shutdown delays the October jobs report for the second month shifting focus to ADP data and a slew of AI-related earnings starting November XX 2025. Key drivers: Powell's press conference poured cold water on aggressive easing making future cuts more data-dependent. The shutdown exacerbates data gaps amplifying private sector reports and sector PMIs. Key details:πŸ“Š $IXIC climbed XXX% last week"
X Link @investingwombat 2025-11-02T15:51Z XXX followers, XX engagements

"Kevin Rose's simple test for AI hardware would you want to punch someone in the face who's wearing it Kevin Rose's simple test for AI hardware would you want to punch someone in the face who's wearing it Digg founder Kevin Rose on the need for trusted social communities in the AI era Kevin Rose on AI Hardware Investments and Venture Capital Evolution"
X Link @investingwombat 2025-11-03T15:22Z XXX followers, XX engagements

"Meta's AI Spending Surge Triggers XX% Stock Drop πŸ“‰ $META Following its Q3 2025 earnings release on Oct XX 2025 Meta Platforms Inc. faced investor backlash over escalating AI investments lacking clear revenue streams with shares plunging XX% by Oct XX 2025 close and erasing roughly $XXX billion in market cap. This contrasts sharply with OpenAI's $XX billion ARR from ChatGPT highlighting Meta's product gap. Key drivers: Aggressive ramp-up in AI infrastructure and talent acquisition propelled a $X billion year-over-year increase in operating expenses fueled by the unprecedented AI buildout."
X Link @investingwombat 2025-11-03T15:31Z XXX followers, XXX engagements

"Meta has an AI product problem Meta Reports Third Quarter 2025 Results Meta Q3 2025 Earnings Call Transcript Meta stock has worst day in X years dropping XX% on higher AI spend"
X Link @investingwombat 2025-11-03T15:31Z XXX followers, XX engagements

"Nvidia Can Hit $XXX Trillion on Golden Wave of AI Loop Says Wall Street Sees Surge in NVIDIA Buy Recommendations Nvidia $NVDA just received a new price target high of $XXX. NVIDIA's market capitalization is expected to reach $XXX trillion"
X Link @investingwombat 2025-11-03T15:43Z XXX followers, XX engagements

"$MSFT Seals $9.7B AI Cloud Pact with $IREN πŸš€πŸ€– Microsoft signed a five-year AI cloud services contract with Iris Energy providing access to $NVDA GB300 GPUs at the Childress Texas data center announced Nov X 2025. Key drivers: Bitcoin miners face squeezed margins post the April 2024 halving prompting $IREN's pivot to AI workloads leveraging existing power assets. This $MSFT deal validates the shift positioning ex-miners as key AI infrastructure providers amid surging compute demand. Key details:πŸ“Š $IREN secured $9.7B contract value over five years with $MSFT. Iris Energy received 20%"
X Link @investingwombat 2025-11-03T20:34Z XXX followers, XXX engagements

"IREN Secures $9.7bn AI Cloud Contract with Microsoft Microsoft's $XXX billion deal with IREN shows bitcoin miners' AI pivot is paying off Iren lands $14.8b Microsoft deal for AI cloud services IREN jumps XX% on $XXX billion multi-year cloud contract with Microsoft"
X Link @investingwombat 2025-11-03T20:34Z XXX followers, XX engagements

"IREN Secures $9.7bn AI Cloud Contract with Microsoft Microsoft's $XXX billion deal with IREN shows bitcoin miners' AI pivot is paying off IREN jumps XX% on $XXX billion multi-year cloud contract with Microsoft Microsoft signs $9.7bn cloud capacity deal with Iren"
X Link @investingwombat 2025-11-04T15:07Z XXX followers, XX engagements

"Nvidia $NVDA Surpasses $XXX for First Time πŸš€πŸ“ˆ On Oct XX 2025 Nvidia shares crossed the $XXX threshold amid AI breakthroughs unveiled at GTC DC. Key drivers: The surge stems from CEO Jensen Huang's keynote on sovereign AI partnerships and new chip roadmaps. This positions $NVDA in expanding government and telecom sectors unlike prior reliance on hyperscalers. Key details:πŸ“Š $NVDA reached an intraday high of $XXXXXX. The company traded at $XXXXXX during the session. They gained XXX% from the previous close of $XXXXXX. Management announced deals for over 100000 GPUs with US labs. Huang"
X Link @investingwombat 2025-10-28T19:44Z XXX followers, XXX engagements

"The Daily Dig 🦘 X 🀝 Amazon Seals Mega AI Deal $AMZN $OAI Inc. announced a $XX billion multi-year cloud partnership with OpenAI on November X 2025 boosting its AWS unit with massive AI infrastructure commitments. This pact underscores Big Tech's relentless push into generative AI amid surging demand for compute power. Broader tech sector sees renewed momentum potentially lifting Nasdaq peers as AI spending tops $200B annually. X πŸ’Ό Kimberly-Clark Buys Kenvue $KMB $KVUE Kimberly-Clark agreed to acquire Kenvue in a $XXXX billion all-cash deal on November X 2025 combining household giants like"
X Link @investingwombat 2025-11-03T21:38Z XXX followers, XXX engagements

"$GOOGL Ramps Up Moonshot Spinouts as Independent Companies πŸš€πŸ€– Alphabet's X lab revealed on November X 2025 its evolving strategy to launch ambitious moonshot projects as standalone entities as discussed by CEO Astro Teller at TechCrunch Disrupt in San Francisco. Key drivers: Lessons from a decade of projects like $GOOGL's Waymo show some moonshots advance faster outside the corporate structure. The shift leverages a dedicated venture fund for independence while securing strategic benefits contrasting with prior subsidiary integrations. Key details:πŸ“Š $GOOGL spun out Taara for optical"
X Link @investingwombat 2025-11-03T20:45Z XXX followers, XX engagements

"MARA Announces Third Quarter 2025 Results MARA Reports $XXX Million in Q3 Revenue MARA Holdings Inc. (MARA) Stock Price News Quote & History MARA Reports Strong Q3 2025 Earnings: Revenue Up XX% Net "
X Link @investingwombat 2025-11-04T16:54Z XXX followers, XX engagements

"$EOSE Valuation Examined After XXX% Quarterly Surge πŸ“ˆπŸ” Simply Wall St published an analysis on November XX 2025 examining Eos Energy Enterprises valuation amid a surge in investor interest. Key drivers: The acceleration of large-scale energy storage projects driven by renewable adoption and grid needs boosts demand for $EOSEs zinc-based systems. US incentives enhance competitiveness against offshore rivals contrasting with earlier production hurdles. Key details:πŸ“Š $EOSE delivered XXX% gain over the past X months. Eos Energy Enterprises achieved XXXXXX% 1-year total shareholder return. The"
X Link @investingwombat 2025-11-04T20:08Z XXX followers, XXX engagements

"$IREN Unveils AI Infrastructure Vision in CEO Interview Video πŸš€πŸ“ˆ Key drivers: AI innovation is outpacing physical infrastructure buildout at an unprecedented rate. IREN aims to close this gap with grid-connected renewable-powered data centers deployed swiftly for hyperscalers and enterprises. Key details:πŸ“Š $IREN operates XXX MW of multi-purpose data centers ready for AI factories. The company utilizes less than X% of its energy portfolio for GPUs as of October 2025. They forecast a XX GW power shortfall in the US over the next X years. Management references McKinsey's projection of XXX GW"
X Link @investingwombat 2025-11-04T22:23Z XXX followers, XXX engagements

"IREN Investor News Financial Announcements & Updates Microsoft's $XXX billion deal with IREN shows bitcoin miners' AI pivot is paying off IREN jumps XX% on $XXX billion multi-year cloud contract with Microsoft Microsoft strikes multi-billion dollar deal with IREN"
X Link @investingwombat 2025-11-04T22:23Z XXX followers, XX engagements

"Eos Energy Secures Strategic XXX MWh Order from Frontier Power Under Existing X GWh Framework Agreement & Achieves Final Cerberus Milestone Eos Energy (EOSE) Soars XXXX% as Firm Bags New XXX MWh Order Eos Energy Enterprises Shares Rise After Order From Frontier Power Eos Energy secures XXX MWh order from Frontier Power"
X Link @investingwombat 2025-11-04T22:25Z XXX followers, XX engagements

"$BTC Dips Below $100K Amid Selling Pressure πŸš¨πŸ“‰ On November XX 2025 Bitcoin briefly fell below $100000 as investor concerns over the government shutdown and slowing economic growth triggered heavy selling. Key drivers: The ongoing government shutdown delays Treasury General Account drawdowns stalling liquidity tailwinds for risk assets. This contrasts with earlier ETF inflow momentum now slowed amid whale selling and economic contraction signals. Key details:πŸ“Š $BTC declined more than X% to 100921.98 USD on November XX 2025. Bitcoin is down roughly XX% from its all-time high above $126000 in"
X Link @investingwombat 2025-11-04T22:32Z XXX followers, XX engagements

"Bitcoin breaches $100000 as selling pressure mounts government shutdown 'stalls' tailwinds Bitcoin BTC (BTC-USD) Live Price News Chart & Price History U.S. government shutdown disrupts liquidity flows placing Bitcoin under pressure Bitcoin (BTC) Price Real-time Quote & News"
X Link @investingwombat 2025-11-04T22:32Z XXX followers, XX engagements

"ETHZilla Sells $40M $ETH to Fuel $250M Buyback πŸ“ˆ $ETHZ On Oct XX 2025 ETHZilla announced the sale of approximately $XX million in ETH to facilitate its ongoing stock repurchase program. Why now: πŸ› The catalyst is reducing the significant discount to NAV and normalizing the stock price amid recent share repurchases. Numbers that matter: 🧾 Sold approximately $40M ETH as part of the $250M board-approved program; repurchased 600000 shares for $12M since Oct XX 2025; still holds $400M ETH on balance sheet. For contrast SharpLink Gaming ($SBET) approved a $1.5B repurchase program. This accretive"
X Link @investingwombat 2025-10-27T22:33Z XXX followers, XXX engagements

"$GOOGL Crushes Q3 Expectations Amid AI Surge πŸš€πŸ“ˆ Alphabet delivered its first $XXX billion revenue quarter in Q3 2025 with earnings released after market close on Oct XX 2025 ET. The results eased investor concerns over generative AI disrupting core search contrasting with peers like $META's post-earnings plunge. Key drivers: Strong traction in AI offerings like Gemini and Cloud fueled beats across segments. Fading fears of AI cannibalizing search plus a recent favorable DOJ ruling bolstered the quarter's momentum. Key details:πŸ“Š $GOOGL reported $102.3B in Q3 2025 revenue up XX% YoY. Google"
X Link @investingwombat 2025-10-31T11:03Z XXX followers, XX engagements

"Berkshire's operating earnings jump XX% Buffett buys back no stock. BRK.B - BERKSHIRE HATHAWAY INC. Berkshire Hathaway Q3 operating earnings +33.6% Y/Y. Berkshire Operating Profits Rose XX% in Third Quarter"
X Link @investingwombat 2025-11-02T07:21Z XXX followers, XX engagements

"Kevin Rose's Punch Test Slams AI Hardware Bullish on $GOOGL Gemini X πŸ’₯πŸ€– Veteran investor Kevin Rose shared candid views on AI hardware and entrepreneurship during a session at TechCrunch Disrupt in San Francisco on October XX 2025. Key drivers: Rose's stage appearance spotlighted the AI hardware boom in Silicon Valley drawing parallels to early social media pitfalls. His insights stem from testing devices and observing market failures emphasizing social acceptability over tech hype. Key details:πŸ“Š Kevin Rose unveiled his "punch test" for assessing AI wearable investments. True Ventures"
X Link @investingwombat 2025-11-03T15:22Z XXX followers, XX engagements

"Amazon stock jumps on $XX billion deal with OpenAI to use hundreds of thousands of Nvidia chips AWS and OpenAI announce multi-year strategic partnership OpenAI turns to Amazon in $XX billion cloud services deal OpenAI Amazon Sign $XX Billion Cloud Deal"
X Link @investingwombat 2025-11-03T15:37Z XXX followers, XX engagements

"NVDA Eyes $8.5T on AI Golden Wave Loop Says πŸš€ $NVDA Loop Capital Markets raised its price target on Nvidia to $XXX on November X 2025 implying a market cap exceeding $XXX trillion. This contrasts with the average analyst target of $XXX highlighting bullish sentiment amid AI demand. Key drivers: Entering the next Golden Wave of generative AI adoption propelled the Street-high target driven by $XXX billion in Blackwell orders through 2026. Without hyperscaler commitments from $MSFT $META $GOOG and $AMZN growth could moderate. Key details:πŸ“Š $NVDA shares rose X% in premarket trading on November"
X Link @investingwombat 2025-11-03T15:43Z XXX followers, XX engagements

"$IREN Projects $3.5B-$4B 2026 Revenue After $MSFT Deal πŸš€πŸ“ˆ Iris Energy announced a five-year AI cloud contract with Microsoft valued at $9.7B on Nov XX 2025. The agreement provides access to NVIDIA GB300 GPUs at the Childress Texas facility. Key drivers: The Microsoft partnership accelerates $IREN's pivot from Bitcoin mining to AI infrastructure capitalizing on surging demand for compute power. Analysts project a XX GW shortfall in new data centers by 2028 positioning $IREN's X GW portfolio for significant market capture. Key details:πŸ“Š $IREN secured a $9.7B contract with $MSFT over five"
X Link @investingwombat 2025-11-04T15:06Z XXX followers, XXX engagements

"$HIVE Hits XX EH/s Mining Capacity Funding AI Expansion πŸš€πŸŒΏ HIVE Digital Technologies announced on November X 2025 that it has achieved XX EH/s in global Bitcoin mining capacity while securing additional land for Tier III+ AI HPC data centers. Key drivers: The surge is powered by full deployment at the XXX MW hydroelectric facility in Paraguay enabling over XX% mining margins to fund the pivot to high-performance computing. This positions $HIVE ahead of peers like $IREN in blending Bitcoin cash flows with AI infrastructure growth. Key details:πŸ“Š $HIVE achieved XX EH/s in global Bitcoin"
X Link @investingwombat 2025-11-04T15:14Z XXX followers, XXX engagements

"HIVE Digital Technologies Accelerates into the AI Super Cycle by Securing Prime Land for Next-Gen Tier III+ AI HPC Data Centers and Surpassing XX EH/s HIVE Digital's Mining Capacity Hits XX EH/s as Bitcoin Output Funds AI Shift HIVE Digital surpasses XX EH/s secures prime land for next-gen data centers HIVE Digital Achieves XX EH/s Bitcoin Capacity Up XXX% YTD"
X Link @investingwombat 2025-11-04T15:15Z XXX followers, XX engagements

"T1 Energy $TE Raises $72M in Discounted Offering to Power Solar Expansion πŸ’°β˜€ T1 Energy Inc. announced on October XX 2025 a registered direct offering to institutional investors pricing XXXXX million shares at $XXXX each for $XX million gross proceeds. The move aims to fund working capital and the G2_Austin solar cell facility amid rising U.S. energy demand from AI data centers. Key drivers: The raise provides essential liquidity to accelerate the first XXX GW phase of G2_Austin with projected $400-425 million capex. This contrasts with prior battery focus pivoting to solar where domestic"
X Link @investingwombat 2025-11-04T22:38Z XXX followers, XXX engagements

"SCOTUS Hears Trump's Tariff Powers Today βš–πŸ“ˆ $SPY The U.S. Supreme Court hears oral arguments on November X 2025 at 10:00 a.m. ET on whether President Trump exceeded authority under IEEPA for imposing broad tariffs. Lower courts ruled against the measures but they remain in effect pending the decision. Key drivers: The hearing stems from appeals after federal courts found Trump's tariffs beyond IEEPA scope amid post-Chevron scrutiny of executive powers. Experts highlight uncertainties with potential for the Court to curb presidential overreach in trade policy. Key details:πŸ“Š The Supreme Court"
X Link @investingwombat 2025-11-05T12:49Z XXX followers, XX engagements

"Looking to experts for how the Supreme Court will rule on tariffs They aren't sure either. President Trumps tariffs v. the Supreme Courts duties The tariff case puts the Supreme Courts conservatives in a bind Supreme Court Confronts Trump and His Tariffs in Test of Presidential Power"
X Link @investingwombat 2025-11-05T12:49Z XXX followers, XX engagements

"TeraWulf $WULF Inks $9.5B AI JV with FluidStack πŸš€πŸ€ On Oct XX 2025 TeraWulf announced a 25-year joint venture with FluidStack to develop a XXX MW AI data center in Abernathy Texas backed by Google. Key drivers: The partnership accelerates TeraWulf's pivot from bitcoin mining to AI infrastructure amid surging global demand for HPC capacity. It builds on their prior Lake Mariner expansion scaling contracted critical IT load beyond XXX MW. Key details:πŸ“Š $WULF holds a XX% ownership stake in the joint venture. FluidStack secured $XXX billion in lease obligations from $GOOGL. The company projects"
X Link @investingwombat 2025-10-28T16:50Z XXX followers, XXX engagements

"IREN Surges XX% on $9.7B Microsoft AI Deal πŸš€ $IREN Iris Energy announced a five-year $XXX billion AI cloud services contract with Microsoft on November X 2025 providing access to NVIDIA GB300 GPUs. This contrasts with smaller AI deals by peers like Core Scientific highlighting IREN's scale in hyperscaler partnerships. Key drivers: Securing the multi-year contract with Microsoft fueled a sharp stock rally driven by the XX% prepayment and phased GPU deployment. Without similar hyperscaler validation this sets IREN apart from traditional Bitcoin miners pivoting to AI. Key details:πŸ“Š $IREN"
X Link @investingwombat 2025-11-03T15:34Z XXX followers, XXX engagements

"AMZN Surges X% on $38B OpenAI Deal for NVDA Chips πŸš€ $AMZN Amazon announced a multi-year $XX billion partnership with OpenAI on November X 2025 granting access to hundreds of thousands of Nvidia GPUs via AWS. This contrasts with OpenAI's earlier $XXX billion Oracle agreement underscoring diversified compute sourcing. Key drivers: Securing hyperscaler validation for AWS amid intensifying AI cloud competition propelled the stock rally. Without these deals OpenAI's escalating compute demands could outpace revenue growth. Key details:πŸ“Š $AMZN inked a $XX billion multi-year compute deal with"
X Link @investingwombat 2025-11-03T15:37Z XXX followers, XX engagements

"MARA deploys AI inference racks MARA Announces Third Quarter 2025 Results MARA Reports $XXX Million in Q3 Revenue MARA Holdings Q3 earnings"
X Link @investingwombat 2025-11-04T14:43Z XXX followers, XXX engagements

"Examining Valuation After Recent Surge in Investor Interest Eos Energy Enterprises Announces Date for Third Quarter 2025 Eos Energy Enterprises Surges Amidst Shifting Energy Storage Landscape Eos Energy Announces Strategic Investment of up to $XXXXX Million from Cerberus"
X Link @investingwombat 2025-11-04T20:08Z XXX followers, XX engagements

"Amazon sends legal threats to Perplexity over agentic browsing Perplexity AI accuses Amazon of bullying with Comet legal threat Amazon Sues to Stop Perplexity From Using AI Tool to Buy Stuff Amazon and Perplexity have kicked off the great AI web browser fight"
X Link @investingwombat 2025-11-05T06:53Z XXX followers, XX engagements

"$MARA CEO Outlines AI Pivot and $MPLX Deal on Bloomberg πŸš€βš‘ On November X 2025 MARA CEO Fred Thiel joined Bloomberg TV to discuss the companys BTC yield strategy deployment of its first AI inference site and a new collaboration with MPLX for power generation. Key drivers: Surging AI compute demand coupled with energy scarcity is driving Bitcoin miners to integrate HPC infrastructure leveraging low-cost power for dual-use sites. Key details:πŸ“Š $MARA reported $XXXXX million revenue in Q3 2025 up XX% year-over-year. The company mined 2144 BTC in Q3 2025. They deployed first XX AI inference racks"
X Link @investingwombat 2025-11-05T13:34Z XXX followers, XXX engagements

"USA Rare Earth Iren Novartis Softbank: Trending Stocks Novartis agrees to acquire Avidity Biosciences an innovator in RNA . IREN Limited's XXX% Run Doesn't Scare Me: Maintaining A Buy Rare earth miners fall as US-China truce to pause tariffs export curbs"
X Link @investingwombat 2025-10-28T07:58Z XXX followers, XX engagements

"Alphabet's Q3 revenue surges to $XXXXXX billion Alphabet (GOOG) Q3 2025 Earnings Call Transcript Alphabet signals $91B$93B 2025 CapEx Alphabet reports XX% increase in net income to $34.9bn in Q3 2025"
X Link @investingwombat 2025-10-31T11:03Z XXX followers, XX engagements

"$MARA Deploys AI Inference Racks in Texas Data Center πŸš€πŸ€– MARA announced on November X 2025 the deployment of AI inference racks and computing at its North Central Texas data center. Key drivers: This move stems from MARA's diversification strategy beyond Bitcoin mining leveraging existing infrastructure for high-performance computing like AI workloads. Key details:πŸ“Š $MARA deployed AI inference racks at North Central Texas data center. The company marked this as the start of high-performance compute applications beyond Bitcoin mining. They validated ability to redirect power toward AI"
X Link @investingwombat 2025-11-04T14:43Z XXX followers, 1170 engagements

"$MARA Swings to $123M Profit on $252M Q3 Revenue Surge πŸ“ˆπŸ’° On November X 2025 MARA Holdings released its Q3 2025 shareholder letter highlighting strong revenue growth driven by higher $BTC prices and expanded operations. Key drivers: Higher average $BTC prices and a XX% year-over-year hash rate increase fueled the revenue jump. The signed letter of intent with $MPLX for XXX MW initial power capacity scalable to XXX GW positions MARA for further expansion in West Texas. Key details:πŸ“Š $MARA reported $XXXXX million in revenue for Q3 2025 up XX% from $XXXXX million in Q3 2024. The company"
X Link @investingwombat 2025-11-04T16:54Z XXX followers, XXX engagements

"They said uptober They said moonvember Cant wait for bullcember😭"
X Link @investingwombat 2025-11-04T20:57Z XXX followers, XXX engagements

"$EOSE Secures XXX MWh Order from Frontier Power πŸ”‹πŸ€ On October XX 2025 Eos Energy Enterprises announced a XXX MWh order from Frontier Power Ltd. under the existing X GWh framework agreement marking the first conversion and achieving the final Cerberus milestone. Key drivers: The order validates Eos' zinc-based Z3 technology for long-duration storage in diverse grid environments ahead of major projects. This partnership supports renewable integration and grid stability contrasting lithium-ion with safer scalable alternatives. Key details:πŸ“Š $EOSE secured a XXX MWh order from Frontier Power in"
X Link @investingwombat 2025-11-04T22:25Z XXX followers, XXX engagements

"Beta Technologies ends first day on NYSE in the green and $1B raised S-1 - Bell Calendar - NYSE Amazon-backed eVTOL Beta opens on New York Stock Exchange after IPO"
X Link @investingwombat 2025-11-05T06:51Z XXX followers, XX engagements

"πŸš¨πŸ”‹ $IREN CCO: Power Crunch Impacts AI Boom 100K GPUs Possible in 2026 Power is the primary constraint for data centers with potential for 100K GPUs operational in 2026. Starting from scratch takes 5-7 years to get power online. AI Cloud Expansion Accelerates πŸš€ Capacity for 40K additional GPUs in British Columbia in 2026. Why it matters: $IREN's secured power positions it to meet rising AI demand increasing revenues and market share. πŸ”—"
X Link @investingwombat 2025-10-27T11:00Z XXX followers, XXX engagements

"Trending Tickers: $USAR Dips on Trade Optimism $IREN Soars on AI Pivot $NVS Strikes $12B Deal πŸ“‰πŸ“ˆπŸ’Š Yahoo Finance highlighted USA Rare Earth IREN and Novartis as key trending stocks on Oct XX 2025 at 8:19 a.m. ET amid sector shifts in rare earths AI computing and biotech M&A. Why now: US-China trade truce pauses tariffs and export curbs easing supply risks for rare earths while pressuring domestic miners. AI demand surges for computing power and Novartis seizes opportunity to bolster its neuroscience pipeline with a major acquisition. Key details:πŸ“Š $USAR fell XXXX% to $XXXXX testing its"
X Link @investingwombat 2025-10-28T07:58Z XXX followers, XXX engagements

"Iris Energy $IREN AI Pivot Fuels Analyst Upgrades πŸš€πŸ“ˆ On Oct XX 2025 analysts raised price targets for Iris Energy following its major expansion into AI cloud services and strategic partnerships. Key drivers: The upgrades stem from IREN's shift from bitcoin mining to AI infrastructure including deals for Nvidia Blackwell GPUs and partnerships with Google and Anthropic. This positions the company to capitalize on surging AI demand with flexible power resources insulating it from regulatory challenges. Key details:πŸ“Š $IREN surged XXX% from April 2025 lows. The company doubled its AI cloud to"
X Link @investingwombat 2025-10-29T17:34Z XXX followers, XXX engagements

"The Daily Dig 🦘 X πŸ“ˆ S&P XXX futures rally $SPX On November X 2025 S&P XXX futures climbed XXX% to kick off November trading amid AI momentum. Seasonality data points to an average XXX% monthly gain boosted by strong Q3 earnings where XX% of companies beat estimates. Nasdaq surged on deals like Amazon's $38B OpenAI pact signaling broader tech sector uplift. X πŸ’΅ Fed liquidity injection The Federal Reserve injected $XXXX billion via repos on October XX 2025 its largest since 2020. This addressed funding strains as bank reserves dropped to $XXX trillion the lowest in four years amid QT. The"
X Link @investingwombat 2025-11-03T15:27Z XXX followers, XX engagements

"$MARA Signs LOI with $MPLX for West Texas Gas-to-Power Deal ⚑🀝 MARA and MPLX announced a letter of intent on November X 2025 for MPLX to supply natural gas to MARA's planned integrated power generation facilities and data centers in West Texas's Delaware Basin. Key drivers: The catalyst stems from periodic negative natural gas prices at Waha hub driving in-basin demand creation. This positions MARA to secure low-cost power contrasting with grid-reliant miners facing ERCOT congestion. Key details:πŸ“Š $MARA signed LOI with $MPLX for natural gas supply from Delaware Basin plants. The company"
X Link @investingwombat 2025-11-04T14:04Z XXX followers, 1217 engagements

"$BETA Closes Up on NYSE Debut After Raising $1B in IPO πŸš€πŸ“ˆ Beta Technologies debuted on the NYSE on November X 2025 pricing XXXX million shares at $XX each to raise $XXX billion. The stock dipped intraday before closing at $XX per share valuing the electric aircraft maker at $XXX billion. Key drivers: Strong institutional demand drove an upsized offering priced above the $27$33 range. Backing from Fidelity Amazon and General Electric fueled interest in Beta's eVTOL and charging tech amid aviation electrification trends. Key details:πŸ“Š $BETA offered XXXX million shares at $XX each on the"
X Link @investingwombat 2025-11-05T06:51Z XXX followers, XXX engagements

"$AMZN Sends Cease-and-Desist to Perplexity Over AI Agent Violations βš–πŸš¨ On November X 2025 Amazon issued a legal threat to Perplexity AI demanding the startup prevent its Comet shopping assistant from accessing Amazon's online store without proper agent identification. Key drivers: Rising conflicts over AI agentic browsing highlight e-commerce platforms' push to enforce transparency and protect ad revenue streams amid growing third-party bot usage. Key details:πŸ“Š $AMZN sent a cease-and-desist letter dated October XX 2025 accusing Perplexity of terms of service violations. Perplexity published"
X Link @investingwombat 2025-11-05T06:53Z XXX followers, XX engagements

"Democrats Score Big Wins Amid Shutdown Lifting $SPY Sentiment πŸ“ˆπŸš€ On November X 2025 Democrats achieved their largest electoral successes since Donald Trump's 2024 victory capturing governorships in Virginia and New Jersey plus the New York City mayoral race amid voter backlash against the ongoing federal government shutdown. Key drivers: Voter frustration with economic instability from the five-week shutdown propelled Democratic gains as candidates emphasized affordability child care expansion and stability in contrast to Republican focuses on immigration and parental rights. Key details:πŸ“Š"
X Link @investingwombat 2025-11-05T07:01Z XXX followers, XX engagements

"Democrats Score Biggest Wins Since Trump Returned as 2026 Looms Democrats Say Election Results Show Shutdown Bet Is Paying Off Government shutdown becomes the longest on record as fallout spreads nationwide Democrats are more enthusiastic about the midterms as Trump's approval dips"
X Link @investingwombat 2025-11-05T07:01Z XXX followers, XX engagements

"IREN Inks $9.7B AI Cloud Deal with MSFT πŸš€ $IREN Iris Energy announced a major AI cloud services contract with Microsoft on November X 2025. The deal leverages NVIDIA GB300 GPUs and positions IREN as a key player in AI infrastructure. Key drivers: Surging demand for AI compute capacity prompted IREN's pivot from bitcoin mining to high-performance computing. This partnership validates their scalable platform amid hyperscaler needs for affordable power. Key details:πŸ“Š $IREN secured a $9.7B contract value over five years with $MSFT. Iris Energy will deploy NVIDIA GB300 GPUs across 200MW at"
X Link @investingwombat 2025-11-05T12:50Z XXX followers, XXX engagements

"IREN Secures $9.7bn AI Cloud Contract with Microsoft Microsoft's $XXX billion deal with IREN shows bitcoin miners' AI pivot Microsoft signs $XXX billion cloud deal with IREN as AI demand swells Microsoft to Buy AI Computing Power From IREN for $XXX Billion"
X Link @investingwombat 2025-11-05T12:50Z XXX followers, XX engagements

"MARA MPLX Team Up in Texas Amid Strong Q3 Earnings - Bitcoin Miner MARA Revenue Hit Record High in Q3 - MARA Holdings Reports $252M Q3 Revenue Pivots to AI - Watch MARA CEO Discusses Bitcoin Slide Earnings -"
X Link @investingwombat 2025-11-05T13:34Z XXX followers, XX engagements

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