[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.] #  @mcF_dan Dan 🤖🌥❤️ 🚀 Dan 🤖🌥❤️ 🚀 posts on X about $iren, gpu, asics, $7936t the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::780579219675811841/interactions)  - X Week XXXXXX -XX% - X Month XXXXXXX +61% - X Months XXXXXXXXX +1,009% - X Year XXXXXXXXX +2,129% ### Mentions: X [#](/creator/twitter::780579219675811841/posts_active)  - X Week XX -XXXX% - X Month XX -XX% - X Months XXX +190% - X Year XXX +346% ### Followers: XXXXX [#](/creator/twitter::780579219675811841/followers)  - X Week XXXXX +3.10% - X Month XXXXX +51% - X Months XXXXX +356% - X Year XXXXX +270% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::780579219675811841/influencer_rank)  ### Social Influence [#](/creator/twitter::780579219675811841/influence) --- **Social category influence** [stocks](/list/stocks) XXXX% [finance](/list/finance) XXXX% [fashion brands](/list/fashion-brands) XXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% [technology brands](/list/technology-brands) XXXX% **Social topic influence** [$iren](/topic/$iren) #75, [gpu](/topic/gpu) 1.04%, [asics](/topic/asics) 1.04%, [$7936t](/topic/$7936t) 1.04%, [bitcoin](/topic/bitcoin) 1.04%, [$mw](/topic/$mw) 0.35%, [$2mmw](/topic/$2mmw) 0.35%, [$100m](/topic/$100m) 0.35%, [invested](/topic/invested) 0.35%, [$5b](/topic/$5b) XXXX% **Top accounts mentioned or mentioned by** [@thekamahsutra](/creator/undefined) [@umbisam](/creator/undefined) [@grok](/creator/undefined) [@thebtcminingguy](/creator/undefined) [@litigiousdulce](/creator/undefined) [@vicvinegar888](/creator/undefined) [@mikealfred](/creator/undefined) [@fransbakker9812](/creator/undefined) [@tsuff101](/creator/undefined) [@313ronnieb](/creator/undefined) [@ericjackson](/creator/undefined) [@impapaganda](/creator/undefined) [@yungads](/creator/undefined) [@alexschettino](/creator/undefined) [@yungads_](/creator/undefined) [@danroberts0101](/creator/undefined) [@edvestments](/creator/undefined) [@trailinvest](/creator/undefined) [@ameliasmith1210](/creator/undefined) [@samuel947117225](/creator/undefined) **Top assets mentioned** [IREN Limited (IREN)](/topic/$iren) [Bitcoin (BTC)](/topic/bitcoin) [Hundred Million (100M)](/topic/$100m) ### Top Social Posts [#](/creator/twitter::780579219675811841/posts) --- Top posts by engagements in the last XX hours "By popular demand: the $IREN Investor Deck XX slides in one thread. This only scratches the surface of why $IREN has built a cult-like following. 1/21 🧵👇" [X Link](https://x.com/mcF_dan/status/1972721103731917240) [@mcF_dan](/creator/x/mcF_dan) 2025-09-29T17:52Z 2379 followers, 160.2K engagements "@FransBakker9812 @MVanbrunsc47513 @eisokant @CoreWeave Sounds like they will use gas turbines. The lead time for these is 4-7 years. This has to be very expensive on a $/MW basis. If they are willing to do that then Sweetwater is looking even better" [X Link](https://x.com/mcF_dan/status/1978504288952369602) [@mcF_dan](/creator/x/mcF_dan) 2025-10-15T16:52Z 2379 followers, XXX engagements "Is $IREN primed for a gamma squeeze for tomorrow's options expiration Those $XX strike calls look juicy" [X Link](https://x.com/mcF_dan/status/1976255973405724850) [@mcF_dan](/creator/x/mcF_dan) 2025-10-09T11:58Z 2379 followers, 12.2K engagements "Love seeing the skepticism around $IREN. ♥ The renowned short-seller Jim Chanos just called IRENs AI projections ridiculous arguing Cantors bullish report relies on XX% EBITDA margins and a 9-year GPU life. Heres why that criticism misses the mark 👇 Chanos is wrong to compare $IREN to traditional hyperscalers. IRENs economics are fundamentally different: They own their data centers outright. Power cost 34/kWh vs. 710/kWh for most clouds. Capex is a fraction of hyperscaler build-outs: $XX m/MW vs. $4050 m/MW. Theyre repurposing existing 800MW of infrastructure for AI with minimal conversion" [X Link](https://x.com/mcF_dan/status/1978826455036711087) [@mcF_dan](/creator/x/mcF_dan) 2025-10-16T14:12Z 2379 followers, 18.3K engagements "@litigious_dulce Childress was built like point X but for ASICs. This will probably be the same for Sweetwater. I wonder if poolside will hire IREN to build it for them" [X Link](https://x.com/mcF_dan/status/1978500025232605441) [@mcF_dan](/creator/x/mcF_dan) 2025-10-15T16:35Z 2347 followers, XXX engagements "$IREN has 810MW of already built high density datacenters that are actively being converted to AI compute. $5090 /share: market giving partial credit for GPU-conversion readiness. $XXX /share: market pricing IRENs XXX MW as fully AI-grade hyperscale capacity with visible revenue streams. This assumes max of $2m/MW conversation costs from ASICs to GPUs. The gap between $XX today and $XXX represents the markets disbelief discount which will collapse as the B200/B300 clusters go live and revenue begins showing up in monthly reports and GAAP results. The biggest $IREN bulls are not bullish" [X Link](https://x.com/mcF_dan/status/1974527564434817429) [@mcF_dan](/creator/x/mcF_dan) 2025-10-04T17:30Z 2347 followers, 32.3K engagements "for every $100M invested customers can generate $5B in token revenue. Jensen Huang (referring to model labs like Anthropic & OpenAI) 🚨Breaking News: $IREN announces $875M convertible notes due 2031 (+ $125M option). $IREN is building the factories where those tokens are minted. ⚙🧠 Given prior rounds were oversubscribed expect this one to fly too. 🚀" [X Link](https://x.com/mcF_dan/status/1975662605940498549) [@mcF_dan](/creator/x/mcF_dan) 2025-10-07T20:40Z 2349 followers, 7891 engagements "$IREN down X% after hours on the convertibles news. IMO this is a buying opportunity. They now have the cash needed to buy more GPUs. For an est. $1.5B could buy 40k GB300s or B300s. This could finish out the Canadian GPU expansion and bring the CSP revenue to $1.3B ARR. This pushes the share price over $XXX even with a little dilution. The algos are getting this wrong. There is your free alpha for today" [X Link](https://x.com/mcF_dan/status/1975680942967775706) [@mcF_dan](/creator/x/mcF_dan) 2025-10-07T21:53Z 2351 followers, 24K engagements "$IREN just pulled off one of the cleanest financings youll ever see. $1B convertible notes due 2031 Conversion price: $XXXXX Capped calls up to $XXX = zero dilution until $120/share Adds only 11.7M shares (4%) if fully converted All proceeds go to GPU & AI datacenter expansion They basically raised a billion dollars with hardly any dilution" [X Link](https://x.com/mcF_dan/status/1976245337666040111) [@mcF_dan](/creator/x/mcF_dan) 2025-10-09T11:16Z 2347 followers, 64.4K engagements "@FransBakker9812 Its starting to remind me of Bitcoin mining. Just buy a few ASICs and plug them in using sea cans. IREN will dominate this space just like they did with mining. They are already X steps ahead with securing power and long lead time hardware" [X Link](https://x.com/mcF_dan/status/1978783628868919540) [@mcF_dan](/creator/x/mcF_dan) 2025-10-16T11:22Z 2354 followers, XXX engagements "@JesseOlson +167% Bitcoin miner ETF $WGMI" [X Link](https://x.com/mcF_dan/status/1979012717013848153) [@mcF_dan](/creator/x/mcF_dan) 2025-10-17T02:32Z 2375 followers, XXX engagements "@BTC_PalmBeach @jd39333 @theBTCMiningGuy @mikealfred I think he heard bitcoin miner and didnt take the time to research it as usual" [X Link](https://x.com/mcF_dan/status/1979332756883804470) [@mcF_dan](/creator/x/mcF_dan) 2025-10-17T23:44Z 2364 followers, XX engagements "@mikealfred 300MW deal coming to Childress" [X Link](https://x.com/mcF_dan/status/1979722264431284550) [@mcF_dan](/creator/x/mcF_dan) 2025-10-19T01:32Z 2379 followers, XXX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@mcF_dan Dan 🤖🌥❤️ 🚀
Dan 🤖🌥❤️ 🚀 posts on X about $iren, gpu, asics, $7936t the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.
Engagements: XXXXX #
- X Week XXXXXX -XX%
- X Month XXXXXXX +61%
- X Months XXXXXXXXX +1,009%
- X Year XXXXXXXXX +2,129%
Mentions: X #
- X Week XX -XXXX%
- X Month XX -XX%
- X Months XXX +190%
- X Year XXX +346%
Followers: XXXXX #
- X Week XXXXX +3.10%
- X Month XXXXX +51%
- X Months XXXXX +356%
- X Year XXXXX +270%
CreatorRank: XXXXXXXXX #
Social Influence #
Social category influence stocks XXXX% finance XXXX% fashion brands XXXX% cryptocurrencies XXXX% technology brands XXXX%
Social topic influence $iren #75, gpu 1.04%, asics 1.04%, $7936t 1.04%, bitcoin 1.04%, $mw 0.35%, $2mmw 0.35%, $100m 0.35%, invested 0.35%, $5b XXXX%
Top accounts mentioned or mentioned by @thekamahsutra @umbisam @grok @thebtcminingguy @litigiousdulce @vicvinegar888 @mikealfred @fransbakker9812 @tsuff101 @313ronnieb @ericjackson @impapaganda @yungads @alexschettino @yungads_ @danroberts0101 @edvestments @trailinvest @ameliasmith1210 @samuel947117225
Top assets mentioned IREN Limited (IREN) Bitcoin (BTC) Hundred Million (100M)
Top Social Posts #
Top posts by engagements in the last XX hours
"By popular demand: the $IREN Investor Deck XX slides in one thread. This only scratches the surface of why $IREN has built a cult-like following. 1/21 🧵👇"
X Link @mcF_dan 2025-09-29T17:52Z 2379 followers, 160.2K engagements
"@FransBakker9812 @MVanbrunsc47513 @eisokant @CoreWeave Sounds like they will use gas turbines. The lead time for these is 4-7 years. This has to be very expensive on a $/MW basis. If they are willing to do that then Sweetwater is looking even better"
X Link @mcF_dan 2025-10-15T16:52Z 2379 followers, XXX engagements
"Is $IREN primed for a gamma squeeze for tomorrow's options expiration Those $XX strike calls look juicy"
X Link @mcF_dan 2025-10-09T11:58Z 2379 followers, 12.2K engagements
"Love seeing the skepticism around $IREN. ♥ The renowned short-seller Jim Chanos just called IRENs AI projections ridiculous arguing Cantors bullish report relies on XX% EBITDA margins and a 9-year GPU life. Heres why that criticism misses the mark 👇 Chanos is wrong to compare $IREN to traditional hyperscalers. IRENs economics are fundamentally different: They own their data centers outright. Power cost 34/kWh vs. 710/kWh for most clouds. Capex is a fraction of hyperscaler build-outs: $XX m/MW vs. $4050 m/MW. Theyre repurposing existing 800MW of infrastructure for AI with minimal conversion"
X Link @mcF_dan 2025-10-16T14:12Z 2379 followers, 18.3K engagements
"@litigious_dulce Childress was built like point X but for ASICs. This will probably be the same for Sweetwater. I wonder if poolside will hire IREN to build it for them"
X Link @mcF_dan 2025-10-15T16:35Z 2347 followers, XXX engagements
"$IREN has 810MW of already built high density datacenters that are actively being converted to AI compute. $5090 /share: market giving partial credit for GPU-conversion readiness. $XXX /share: market pricing IRENs XXX MW as fully AI-grade hyperscale capacity with visible revenue streams. This assumes max of $2m/MW conversation costs from ASICs to GPUs. The gap between $XX today and $XXX represents the markets disbelief discount which will collapse as the B200/B300 clusters go live and revenue begins showing up in monthly reports and GAAP results. The biggest $IREN bulls are not bullish"
X Link @mcF_dan 2025-10-04T17:30Z 2347 followers, 32.3K engagements
"for every $100M invested customers can generate $5B in token revenue. Jensen Huang (referring to model labs like Anthropic & OpenAI) 🚨Breaking News: $IREN announces $875M convertible notes due 2031 (+ $125M option). $IREN is building the factories where those tokens are minted. ⚙🧠 Given prior rounds were oversubscribed expect this one to fly too. 🚀"
X Link @mcF_dan 2025-10-07T20:40Z 2349 followers, 7891 engagements
"$IREN down X% after hours on the convertibles news. IMO this is a buying opportunity. They now have the cash needed to buy more GPUs. For an est. $1.5B could buy 40k GB300s or B300s. This could finish out the Canadian GPU expansion and bring the CSP revenue to $1.3B ARR. This pushes the share price over $XXX even with a little dilution. The algos are getting this wrong. There is your free alpha for today"
X Link @mcF_dan 2025-10-07T21:53Z 2351 followers, 24K engagements
"$IREN just pulled off one of the cleanest financings youll ever see. $1B convertible notes due 2031 Conversion price: $XXXXX Capped calls up to $XXX = zero dilution until $120/share Adds only 11.7M shares (4%) if fully converted All proceeds go to GPU & AI datacenter expansion They basically raised a billion dollars with hardly any dilution"
X Link @mcF_dan 2025-10-09T11:16Z 2347 followers, 64.4K engagements
"@FransBakker9812 Its starting to remind me of Bitcoin mining. Just buy a few ASICs and plug them in using sea cans. IREN will dominate this space just like they did with mining. They are already X steps ahead with securing power and long lead time hardware"
X Link @mcF_dan 2025-10-16T11:22Z 2354 followers, XXX engagements
"@JesseOlson +167% Bitcoin miner ETF $WGMI"
X Link @mcF_dan 2025-10-17T02:32Z 2375 followers, XXX engagements
"@BTC_PalmBeach @jd39333 @theBTCMiningGuy @mikealfred I think he heard bitcoin miner and didnt take the time to research it as usual"
X Link @mcF_dan 2025-10-17T23:44Z 2364 followers, XX engagements
"@mikealfred 300MW deal coming to Childress"
X Link @mcF_dan 2025-10-19T01:32Z 2379 followers, XXX engagements