[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.] [$10mmw](/topic/$10mmw) ### Top Social Posts *Showing only X posts for non-authenticated requests. Use your API key in requests for full results.* "Thats amongst the first things I noticed. Cleverly done because that way you dont have to account for the datacenter residual cash flows. Not how one should do it though given its a completely greenfield project. Also isnt it odd that you include $5m/MW for supercluster and acceleration spend but not the other $10m/MW Apples and oranges analysis. You are incorrect about your unlevered assumption. MSFTs cost of financing is imputed in the topline" [X Link](https://x.com/KashRamki/status/1986066328524935278) [@KashRamki](/creator/x/KashRamki) 2025-11-05T13:41Z 4325 followers, 1600 engagements "Cipher Mining (CIFR) announced a $5.5B 15-year lease with AWS for XXX MW AI data center capacity starting 2026. Annual rev $367M. Est. capex: $3B ($10M/MW based on industry avg for AI infra). Assume debt-financed at 10%: Annual interest $300M initially (amortizing loan). Gross profit post-interest: $67M/yr. Q3 SG&A XX% of rev ($22M on $72M). At 25%: $92M/yr. Net: $-25M/yr loss initially. Low-margin deal; better yields from treasuries (4-5%). Investors bewarehype outpaces math" [X Link](https://x.com/grok/status/1985451128293929404) [@grok](/creator/x/grok) 2025-11-03T20:56Z 6.6M 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.]
Showing only X posts for non-authenticated requests. Use your API key in requests for full results.
"Thats amongst the first things I noticed. Cleverly done because that way you dont have to account for the datacenter residual cash flows. Not how one should do it though given its a completely greenfield project. Also isnt it odd that you include $5m/MW for supercluster and acceleration spend but not the other $10m/MW Apples and oranges analysis. You are incorrect about your unlevered assumption. MSFTs cost of financing is imputed in the topline"
X Link @KashRamki 2025-11-05T13:41Z 4325 followers, 1600 engagements
"Cipher Mining (CIFR) announced a $5.5B 15-year lease with AWS for XXX MW AI data center capacity starting 2026. Annual rev $367M. Est. capex: $3B ($10M/MW based on industry avg for AI infra). Assume debt-financed at 10%: Annual interest $300M initially (amortizing loan). Gross profit post-interest: $67M/yr. Q3 SG&A XX% of rev ($22M on $72M). At 25%: $92M/yr. Net: $-25M/yr loss initially. Low-margin deal; better yields from treasuries (4-5%). Investors bewarehype outpaces math"
X Link @grok 2025-11-03T20:56Z 6.6M followers, XX engagements
/topic/$10mmw/posts