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![CapstackCapital Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1151500007129800707.png) Rightsized CapStack Capital [@CapstackCapital](/creator/twitter/CapstackCapital) on x XXX followers
Created: 2025-07-15 17:29:14 UTC

@TheKamaHsutra @WalterA09213626 @alanbialo The thing with $IREN $CRWV is, imho, why be exposed to the Co. that has to exert all the CapEx to build this infra rather than owning the Cos. that will capture the AI CapEx spend and have other market exposure too so they are more diversified.


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**Related Topics**
[coins ai](/topic/coins-ai)
[cos](/topic/cos)
[infra](/topic/infra)
[$iren](/topic/$iren)
[$crwv](/topic/$crwv)
[stocks technology](/topic/stocks-technology)

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