| Date | Tweet |
|---|
| 2026-09-24T15:58:03 | $AAOI has finished a $500m ATM In April.. $600m ATM in June. Then filed another $600m in August.
It's out of my control if management wants to abuse this trash repeated ATM structure. Instead following $AXTI like LTA prepayments and using that to fund buildout.
Or taking private placements like $… → · 1624 likes · 757,594 views |
| 2026-09-24T15:29:28 | I would have a much more favorable view on $IREN after they finish their $6B ATM in terms of stock performance (I think they're like 41.5% through).
I think Mirantis acqusition would materially shift a lot of perception of how they rank relative to $CRWV, $NBIS, Lambda, Tensorwave, and others in t… → · 82 likes · 18,138 views |
| 2026-09-24T15:19:24 | @qwertyuipasd11 @FransBakker9812 Good times, I've made amends with $IREN though https://t.co/zdJmHgXLfx → · 55 likes · 18,840 views |
| 2026-09-24T15:06:39 | Wow $NBIS relative outperformance is wild.
Back in 2025 I wrote my Neocloud thesis on $IREN to $CRWV. But I made the decision months later to consolidate it all into Nebius...
Despite the the hate from FinX back then.
Very interesting to see Nebius up 6% even during sector drop…
After Oracle wa… → · 1134 likes · 434,493 views |
| 2026-09-21T15:48:30 | I'm not having a fun day since I got sick today. But the bottlenecks are having a good time:
$AMD +9.13% | $INTC +14.16% | $ARM +14.33%
CPUs go brrr
$SIVE +10.32% | $AAOI +3.39% | AMS OSRAM +24.61%
Lasers go brrr
$EWY +4.08% | $DRAM +2.83% | $MU +2.23%
Memory go brrr
$NBIS +4.7% | $CRWV +5.0… → · 1700 likes · 541,179 views |
| 2026-09-17T23:56:29 | TLDRs of things I found interesting this week:
- $INTC CEO says some memory prices have risen 5-7× and warns the shortage will worsen in 2027.
$SNDK / $MU / Samsung bros will be happy to hear this... (from the AI Infra Summit 2026 in Santa Clara)
- $GFS + $MRVL sign extended SiGe capacity agree… → · 1430 likes · 378,470 views |
| 2026-09-14T11:24:22 | @Retardlnvestor I now own 2 whole shares of $IREN https://t.co/2yoQguFhCl → · 264 likes · 66,780 views |
| 2026-09-14T11:20:27 | $IREN CEO on Anthropic call for frontier slowdown:
“Even if models never improved from here…
just rolling out what they can already do would take more compute than the world can build for years”
I agree, and current narrative is reminiscent of the $NVDA DeepSeek selloff or the $GOOGL TurboQuant s… → · 1881 likes · 502,765 views |
| 2026-09-13T08:11:41 | It’s the weekend but surprised I missed this from $ORCL earnings.
Implications for $NBIS to $IREN are pretty positive since:
Oracle said all GPU capacity for renewal were resold +20% premium above previous contracts.
Majority of the equipment was 4Y+ and older…
So another L for the Burry’s rapid… → · 1628 likes · 368,486 views |
| 2026-09-08T14:19:34 | @OInvests My 1 $IREN share is also cooking today. https://t.co/vOItCaeY5p → · 123 likes · 19,050 views |
| 2026-09-06T14:23:02 | I asked OpenAI Astra Ultra + Anthropic Fable 5.1 Max to make me a 5x-10x return type portfolio in 1 year.
Burnt a lot of credits, and the results are in:
OpenAI: - $KYTX (autoimmune CAR-T results)
- $PRQR (human RNA-editing datasets)
- $VSTM (KRAS cancer-drug)
- $CNTB (asthma and COPD)
- $RANI (… → · 4993 likes · 1,338,791 views |
| 2026-09-02T09:54:21 | Just taking a look at Leopold's Situational Awareness Q2 13F latest holdings as of June 30th:
1. $SNDK - $5.674B
2. $MU - $5.574B
3. $BE - $1.899B
4. $TSM - $1.265B
5. $NBIS - $1.232B
6. $CRWV - $744.5M
7. $CORZ - $665.6M
8. $STM - $584.3M (new)
9. $APLD - $469.0M
10. $RIOT - $468.2M
11. $SHAZ -… → · 1256 likes · 330,440 views |
| 2026-09-01T16:57:19 | After seeing everything from $AXTI to $IREN get nuked… I’m starting to believe in the:
“September is the worst month of the year” myth. https://t.co/sck3Y0pOg2 → · 1111 likes · 329,919 views |
| 2026-09-01T00:45:43 | I mean I do have 1 single share of $IREN now, so I'd love to see them get a deal with Anthropic.
There were leaked memos suggesting that Anthropic was looking to secure more in Australia, and that just so happens to be the country Iren was heavily investing in.
Buuut, the $25-30B capex number is a… → · 74 likes · 18,601 views |
| 2026-08-24T11:00:56 | Lot of misinterpretations flying left and right around the $600m ATM. I'm still bullish on $AAOI and I have large positions (which is why I care more).
What I've been consistent with is not being a fan of overusing ATMs/dilution for financing. I've said this before with $IREN + $POET.
And I'll be… → · 1539 likes · 609,907 views |
| 2026-08-12T12:23:43 | $NBIS outlook is pretty insane yet again.
$582.3M revenue (+454% Y/Y, +46% Q/Q) off ~50% adjusted EBITDA margin (AI Cloud). $8.04B cash on hand.
Reiterates financial guide (2026 revenue: $3.0–$3.4B
2026 EoY ARR: $7–$9B), I was hoping for a raise, but it's already massive growth.
Not really abou… → · 2411 likes · 382,169 views |
| 2026-08-11T01:29:11 | Woah, $RIOT announced a $9.1B deal with Anthropic, with a possible contract extending to $16.1B, over 20Y.
$AMD also exercised its option to expand its existing deal with Riot. (And they still have another 1 GW campus they have LOI with for a tenant)
In terms of timelines, seem like most of the Co… → · 821 likes · 265,167 views |
| 2026-07-31 | Situational Awareness / Leopold was completely right in terms of US shifting more toward inference + large energy demand.
I had a similar thesis with Neoclouds like $IREN, $NBIS, $CIFR, $WULF, and others last year in 2025.
But shifted more towards upstream bottlenecks + networking personally. It… → · 169 likes · 35,065 views |
| 2026-07-31 | @SammyJ51 Kenneth will need to do some magic to liquidate me of my 1 $IREN share. → · 80 likes · 18,988 views |
| 2026-07-30T18:31:07 | Did Citadel really just liquidate Situational Awareness…
Then brought up entire markets the next day?
$NBIS +26.25%
$IREN +25.96%
$SHAZ +22.82%
$SNDK + 23.98%
$BE +23.67%
$SKHY +16.98%
$INTC +12.16%
Amid many others. This has gotta be one of the wildest liquidations I’ve seen. → · 3644 likes · 543,599 views |
| 2026-07-29T23:13:55 | Just some takeaways from $META | $MSFT earnings calls:
Microsoft:
- Expected to be FCF positive in 2027, despite the increase in capex (extremely positive for AI buildout that it's funded by operating income)
- "Free cash flow was $19.6 billion, reflecting higher capital expenditures"
- Quartely ca… → · 1750 likes · 650,524 views |
| 2026-07-29T20:03:30 | To show solidarity with the $IREN holders:
I now own 1 share of IREN. → · 2752 likes · 936,889 views |
| 2026-07-21T08:13:03 | Memory names from Kioxia finished up a whopping +17.18%. Samsung up +6.15%.
Optical networking from $SIVE, $LITE, and $AAOI are showing signs of recovery, all up 4%+.
Neoclouds from $NBIS to $IREN all up 4%+ premarket.
$INTC to $AMD to $MRVL all up 4%+.
Does the Cramer effect work on the ent… → · 2179 likes · 596,055 views |
| 2026-07-20T17:18:38 | $IREN +19.69% after revising ARR target to $4B+ from new AI cloud contracts. Its customer base now includes Microsoft, Nvidia, Perplexity, and Figure.
$HUT +10.45% off a 15Y $9.8B AI DC lease
$CIFR +16.76%
$CLSK +13.7%
$WYFI +9.18%
$NBIS and $CRWV are taking their time in the shower.
But does lo… → · 1695 likes · 441,883 views |
| 2026-07-17T17:51:55 | $META in talks to lease compute to Anthropic in a $10B dollar deal.
Seems like they saw how profitable
$SPCX $45B compute deal was.
But just goes to validate Neocloud business models like $NBIS, $IREN, and co if hyperscalers are copying their homework.
Source: NYT https://t.co/3Mu3UXQtFT → · 1243 likes · 351,571 views |
| 2026-07-17T15:16:50+00:00 | @LetsGoBflo17 I actually like $IREN fundamentally post Mirantis acquisition. Since it combines software orchestration with their existing secured GW capacity.
But not hopping onboard personally unless they address executive stock based compensation and financing mechanics though. → · 322 likes · 75,619 views |
| 2026-07-07 | Imagine every single time you post. You have a TA bro posting a chart about:
- b-but my $IREN ABC trend says it's going to $125 through the $6B ATM.
- or if something drops, someone quote posts you saying "Should have listened to my $40 paywalled XYZ charts"
Or if I post a new name they draw ran… → · 148 likes · 21,329 views |
| 2026-07-05T09:45:22 | Leaked Anthropic docs show plans to secure 1.4GW capacity from Australia, amounting to ~$21.6B.
Recently $IREN, $SHAZ, and other Neoclouds have been building sovereign DCs in Australia.
Guess like a lot of things are stating to make more sense connection wise?
(disclosure: no open positions in an… → · 2703 likes · 1,253,997 views |
| 2026-07-02T09:16:50 | $IREN founders award themselves $1.14B+ of stock based compensation.
Vesting over 4 years timeframe. This is amid their active $6,000,000,000 ATM.
I’m not going to say anything but I think it speaks for itself. https://t.co/IoCHVxVIXs → · 2327 likes · 634,253 views |
| 2026-07-02 | @mazo7846 I actually think $IREN has potential after their Mirantis acquisition + capacity they have.
It’s just the way they do things with ATMs and excessive SBCs makes it hard to be bullish on just from financing structures. → · 354 likes · 93,823 views |
| 2026-06-26T09:50:52 | OFC I'm aware. But I'm personally sleeping comfortably since I have conviction in my hyperscaler mapping research with $SIVE.
And yes, I still have my million+ share position.
Not sure if people realize this: but I'm only here to share my thoughts/ideas.
I don't control market volatility, what d… → · 2063 likes · 768,670 views |
| 2026-06-23T00:21:07+00:00 | I wonder how it feels to miss out on the AI supercycle run…
With photonics, memory,
and even Neoclouds like $NBIS.
Because you’re busy bagholding into the endless $6,000,000,000 active ATMs with $IREN. https://t.co/AFEr84Dezd → · 2169 likes · 697,605 views |
| 2026-06-23 | @JJJJJ_66666 Because I’m comparing thesis timeframes when I said $IREN was dogsht after endless dilution and a GPU pivot from Colo.
I had $IREN last year and sold it for $NBIS and others.
Turns out that was the correct idea, but IREN bagholders can’t admit it → · 203 likes · 49,241 views |
| 2026-06-23 | @Starter9191 Yeah not looking much better last year either for $IREN.
When everyone kept trying to trash talk $NBIS that ended up compounding another 3-4x. https://t.co/QDz5RqYoEv → · 89 likes · 32,315 views |
| 2026-06-20T11:52:49 | I think u must be new here.
Many of my ideas get intense backlash at the start, especially the more original they are.
$AXTI - endless hate to the point I got banned from the $RDDT WSB forum.
They thought it was some scam Chinese company, but Reuters, Epiwafer company earnings, and institutions … → · 2258 likes · 724,798 views |
| 2026-06-17T14:57:10+00:00 | And 7 months later... $NBIS is all time highs.
While $IREN bagholders are still funding the $6,000,000,000 ATM and stuck at the same price back in November.
Guess this settles the debate? https://t.co/wYvbhw4xK3 → · 2347 likes · 703,398 views |
| 2026-06-16 | @hoarderresearch yep, trying my best! Always a fun time to get anonymous threats of violence when i post about $IREN excessive ATMs from time to time. → · 166 likes · 19,292 views |
| 2026-06-15T14:02:20 | I’ve written a thesis on these 3 themes early on:
Neoclouds, Photonics, and Memory.
Now, it’s fun to sit back and watch all my thesis ideas play out from $AAOI to $EWY to $NBIS.
Even got my warnings right too, $IREN is still stagnant due to the $6B of constant selling → · 2348 likes · 481,134 views |
| 2026-05-22 | ??? $RDDT is literally lower IQ than $IREN investors?
I didn't do all this research on $AXTI ...
Just for you all to make 380% on it, call it a $MU memory competitor and then a scam?
The lack of technical literacy is exactly why I got banned from there. https://t.co/sgrFTgcwfM → · 858 likes · 345,228 views |
| 2026-05-21 | @Lucha_Stocks I was having a lot of debates with the 0 IQ $IREN community last November.
You would have been flat to negative on $IREN. While $NBIS close to tripled in the same timeframe.
Guess that debate got resolved in Weebius’s favor → · 88 likes · 10,248 views |
| 2026-05-19 | @IggyPacoRico1 I see no reason to long $IREN today when upside is structurally capped with excessive and toxic dilution structures.
$AAOI would have returned 300%+ in the same period $IREN was flat to negative. → · 88 likes · 20,542 views |
| 2026-05-19 | @ryansfinance Think you’re forgetting $NBIS went from $90 -> $235 -> $180.
$AEHR went from $25 -> $110 -> $77
While $IREN went from $45 -> $70 -> $45 → · 230 likes · 42,966 views |
| 2026-05-19 | $IREN back down -34% from $70 to $46.
I wonder if one of the dumbest communities on X finally learned to read?
$NBIS is objectively the better Neocloud, with actual financing.
-> Nvidia didn’t fund $IREN at all. They got a free purchase agreement to let IREN use their logos and dilute for GPUS.
… → · 1740 likes · 784,468 views |
| 2026-04-25 | @dinxnd_ There’s a difference in investing and investing because the $IREN community wanted to make up completely false information about a deal with Anthropic.
Then get others to buy into active dilution. → · 72 likes · 8,456 views |
| 2026-04-25 | @babyfolio Unfortunately I don't like to go into personal attacks like those in the $IREN community. → · 59 likes · 8,948 views |
| 2026-04-25 | I wasn't joking when I said $IREN community members have low IQ.
Since they literally have to fabricate information get people to get others to buy into active dilution.
The community shares this sort of BS to convince new retail investors, then does another one a month later for their active $6… → · 685 likes · 221,260 views |
| 2026-04-25 | @Lazarus_Capital $IREN community members literally fabricated a false deal with Anthropic to pump stock prices ahead of a Morning announcement.
Then their board member fabricates information all the time then deletes it after the stock that has an ATM going on crashes. → · 77 likes · 20,355 views |
| 2026-04-25 | @tommyleed8888 I get a lot of dumb comments every day... But I don’t think I’ve ever lost brain cells reading them before until I interacted with the $IREN community on X → · 52 likes · 16,745 views |
| 2026-04-25 | @steve2bacon @ParadisLabs @kevinxu Oh we’re chill. This was more targeted at the $IREN cult community members.
The AI he uses could use some fine tuning tho → · 22 likes · 3,884 views |
| 2026-04-25 | @ISITrading2717 Nope, I stand by my words.
I haven’t been wrong on any high conviction stock yet from $HOOD, $RKLB, $TSM, $AAOI, $AEHR, $SIVE.
And now $IREN community member IQ. → · 129 likes · 39,543 views |
| 2026-04-25 | I have high conviction that majority/full port $IREN investors are the dumbest people you’ll meet in this world. → · 1543 likes · 359,996 views |
| 2026-04-23 | @BitcoinAIGuy I’m still bearish on $IREN due to $6B ATM overhang, even if there’s rumors they’re doing colo. I was long last year you know. → · 120 likes · 28,793 views |
| 2026-04-23 | Not the best idea to feel FOMO about the new “bottleneck” in every news cycle.
It’s going from:
$NVDA GPUs -> $MU Memory -> $IREN Power -> $LITE EMLs -> $SNDK Memory -> GPUs -> $AAOI transceivers -> Advanced Packaging -> Transformers -> $INTC CPUs… etc
And next would be stuff like $LPK glass sub… → · 2812 likes · 339,954 views |
| 2026-04-20 | How are there people still long on an F-tier Neocloud like $IREN.
Amid a $6,000,000,000 dilution?
When $NBIS is up there with $ORCL and $MSFT looking derisked? https://t.co/vIdzdk4Hqi → · 1475 likes · 306,417 views |
| 2026-03-26 | If you don't know my style by now:
I identify upcoming sectors (photonics, memory, drones), then go long on the entire supply chain.
I'm not always right, though.
$AVAV and the drone sectors were my biggest losses this year outside of $RDDT ( $OSS did end up 60%+ ).
I still believe fundamental… → · 879 likes · 155,071 views |
| 2026-03-24 | @SwellAndFlow It's probably better to chase equity appreciation rather than being structurally capped by $IREN's active ATM.
I think you made the right choice. → · 29 likes · 8,633 views |
| 2026-03-24 | @CoastalInvstmnt I don’t have any open positions in $IREN. Just sharing my thoughts on X → · 29 likes · 5,450 views |
| 2026-03-24 | @SPACMANAGER Points out a fact: “A $6B active ATM structurally caps upside”
$IREN holder: “this is wrong because you’re a loser” → · 65 likes · 7,130 views |
| 2026-03-24 | @bennybigbull Not saying $IREN is going to crash or go down.
My nuanced point is that upside is capped when there’s an active $6B ATM.
So it’s better to just go with equities without a structural ceiling. → · 65 likes · 12,948 views |
| 2026-03-24 | @PizzaLuv Dont worry. This is basically the standard $IREN holder comeback in the comments:
"You make $1560 a week? Well I make $1560 in seven days" → · 43 likes · 6,131 views |
| 2026-03-24 | @StocksAREnuts Buffett buys profitable companies generating enormous amounts of FCF.
$IREN is reverse Bufffett where you’re buying into companies to be diluted → · 47 likes · 6,465 views |
| 2026-03-24 | Much better opportunities out than $IREN.
If you want the same sector, $NBIS is objectively better when you look at how they finance capex ( $NVDA $2B funding )…
Then there’s others like $AAOI that leapfrogs $IREN revenue + profit, with less capex.
But if you still want to hold $IREN, probably b… → · 89 likes · 14,520 views |
| 2026-03-24 | I’m genuinely impressed there’s people out there holding $IREN.
Imagine getting close to half the market cap…
~$6B eventually diluted, sold into the open market against every stock rally…
then still being bullish?
If you’re avoiding $SNDK or $AAOI for 100-200%+ YTD.
Because you care more about… → · 845 likes · 214,484 views |
| 2026-02-21 | Year to Date: 316.4%
From January 2026 into February 2026.
Reflection of my short term trades and longs:
> Swing traded tax harvested stocks like $GLXY, $SMCI, and $IREN start of the year
> Rode Venezuela stocks from Gold Reserve, $AVAV, to $CVX (calls) up
> Bought into defense like $LPTH, $OSS… → · 1922 likes · 475,173 views |
| 2026-01-21 | The guy deleted all his posts after $BKKT stock crashed after the incessant shill from made up information.
I have zero clue why @danroberts0101 keeps him on $IREN’s board since it’s a terrible look.
There’s a difference between information discovery and shilling.
Saying made up unverifiable sta… → · 38 likes · 4,303 views |
| 2025-12-22 | True. Both $NBIS Clickhouse and Avride stakes alone can be worth more than $IREN marketcap in a year or two.
That being said I’m still bullish on both. It’s just a bit unfair though Nebius owns 4 subsidiaries from Yandex days growing triple digits y/y.
That’s not even accounting for their main bus… → · 64 likes · 6,717 views |
| 2025-12-21 | I will answer your question with a question regarding $NBIS vs $IREN.
Does IREN have a:
- FSD lvl4 robotaxi company scaled by Uber
- a DB company used by every single top company from Tesla to Meta
- an AI labeling company used by Amazon, Anthropic and others?
Each growing 100%+ Y/Y alongsi… → · 32 likes · 16,006 views |
| 2025-12-17 | @ChiefLiquidity True, get a hyperscaler deal like $IREN = -40% wiped off your market cap. → · 4 likes · 1,182 views |
| 2025-12-17 | Just In: Amazon's $10B OpenAI Funding and The AI Supply Chain Ripple Effect.
$AMZN is set to invest $10B+ in OpenAI at a $500B+ valuation
Why this is a MASSIVE structural shift for AI stocks:
1. De-Risking the AI DC trade: ( $ORCL, $CRWV, $APLD, $CORZ )
With the SPEED Bill mentioned earlier, th… → · 89 likes · 87,243 views |
| 2025-12-17 | Yes like how my chances with Sydney Sweeney are 50/50, the chances that the bill passes and $NBIS, $IREN, $CIFR goes to the moon are 50/50 as well.
Either it happens or it doesn’t.
Jokes aside just a wild guess is 30-35% given early disagreement from Democrats like Bernie.
I’d count more on like… → · 13 likes · 2,412 views |
| 2025-12-17 | Just now, the SPEED Act ADVANCES in the House.
This is the single biggest de-risking bill/event for the Neocloud sector ( $NBIS, $CRWV, $IREN) this year.
Here's why and a rundown:
The U.S. GOVERNMENT is set to support the AI data center buildout from Oracle down to Nebius on national security gr… → · 450 likes · 174,102 views |
| 2025-12-15 | @kameron_payne I'm happy bag holding $NBIS and $IREN then. https://t.co/iVKXGh1adQ → · 20 likes · 1,945 views |
| 2025-12-15 | @nectarbuffs Yeah this is an incredible buying opportunity if you still have capital. Otherwise, just hold.
Looks like $IREN just got saved from the inverse Cramer. https://t.co/YRuRaUGTIv → · 14 likes · 2,432 views |
| 2025-12-15 | Agreed and I've seen it time and time again.
$AMD in 2016 when people thought it could take on Intel, then capitulation at $5.
$PLTR in 2023 when people believed in the AI thesis, then capitulation in the $10's after short seller activity.
$RKLB this yeare when people thought it could become t… → · 48 likes · 6,945 views |
| 2025-12-15 | Market is valuing a forward $8B ARR company, 20-30% EBIT margin company with:
- 4 separate subsidaries from robotaxi companies to DBs all growing triple digits Y/Y.
(Two of which can be worth more than the current market cap in a 1-2 year bull case)
At $19B.
As for $IREN, markets are suddenly … → · 22 likes · 3,546 views |
| 2025-12-15 | $NBIS ATM offering would probably be around for a long time given the size.
I really hope $NBIS management does this strategically and not during periods of short selling. Shareholders are just trusting management not to endlessly dilute + add selling pressure at this point.
The $80 stock price i… → · 5 likes · 879 views |
| 2025-12-15 | Well, the main factor is dilution for $NBIS and $IREN. But otherwise it’s largely sentiment and price.
Unfortunately $NBIS has a $2B+ ATM running that they’ve been selling on the open market.
Then combine that with institutional short positions. And then sector leader $ORCL fears.
Then retail cap… → · 20 likes · 2,799 views |
| 2025-12-15 | Never thought I’d see $NBIS at $80 or $IREN at $35 again.
They’re both trading a lot lower than when they first announced Mag7 contracts. https://t.co/boqDYeyXzL → · 432 likes · 189,643 views |
| 2025-12-14 | Falling Knife or Dip Buy?
What a brutal Friday for stocks after $ORCL and $AVGO earnings.
Popular FinX names that dropped in just 1 day:
$FRMI | -34.1%
$SNDK | -15.89%
$SEI | -15.3%
$OKLO | -15.13%
$MOD | -14.67%
$ALAB | -14.31%
$FLNC | -13.96%
$LITE | -12.83%
$GLXY | -11.73%
$AAOI | -11.73%
$AV… → · 92 likes · 148,547 views |
| 2025-12-14 | FinX is a bubble.
Same with traders on /r/wallstreetbets.
People own the same stocks $NBIS, $TE, $ASTS, $HOOD, $RKLB, $IREN, $KRKNF, $ONDS, $SOFI, $AMD, $TSLA and others.
However: It’s a positive thing.
I’ve seen this on repeat again and again throughout the years.
Short term when people buy … → · 359 likes · 188,938 views |
| 2025-12-11 | Yep that’s a good example. If you look at convertible offerings for $NBIS and $IREN both their interest rates were 1-2.5% roughly because $MSFT (mag7) is their shared backlog.
A lot of Neoclouds are affected by OpenAi though and even by two hops like $APLD from $CRWV(main tenant), which had to sell… → · 13 likes · 2,225 views |
| 2025-12-11 | The alpha is knowing what types of contracts lead to isolation from current fears and where there's mispricing on individual components in the sector. Compute capacity contracts are take or pay for $MSFT, $META, and others.
Companies like $NBIS, $IREN and others are effectively de-risked due to … → · 36 likes · 3,871 views |
| 2025-12-11 | Oracle [ $ORCL ] earning results and its effect on the neocloud sector like $NBIS & $IREN:
Oracle reported earnings with a beat on EPS and a record backlog but, dropped 12% after hours.
Oracle is down 39.8% from September 11th highs and brought down the sector with it.
Here's why:
The sell-off w… → · 564 likes · 295,459 views |
| 2025-12-08 | Short term unwinding from yen carry trade (Japan rate hike, fed cut), which was slightly negative.
Medium term impact should be incredibly bullish on growth assets, especially Neocloud sector that involve debt for growth like $CRWV, $IREN, $NBIS.
Don't see any fundamentals slowing, so great time … → · 6 likes · 1,295 views |
| 2025-12-05 | @MambaHarveyInc @babyfolio @Hedgeye on stuff like $IREN and $WULF majority is convertible note arbitrage not shorts. → · 4 likes · 2,055 views |
| 2025-12-05 | @DannyQuark You're right, $NBIS > $IREN because Nebius only dropped by -17.5% instead of -41.5%.
But have you thought of the counter argument that $IREN > $NBIS because $IREN portfolios faced-4% loss today instead of -6%? → · 14 likes · 2,402 views |
| 2025-12-05 | Pre-earnings $NBIS was sitting around $115-$135. We've dropped over ~21%-40% since then on:
Robotaxi FSD launch with $UBER, doubled ARR estimates, increased GW capacity guidance by 150%, surprise $META contract, MSCI inclusion inflow.
The only downside: 25m share dilution. Which I extremely disli… → · 8 likes · 2,883 views |
| 2025-12-05 | $NBIS vs. $IREN debates in a nutshell:
“ $IREN is better because —“
Both stocks: -6.16% and -4.00%.
Markets: 🟩 🚀 https://t.co/vAdT3NbkcF → · 143 likes · 64,217 views |
| 2025-12-05 | Also - "Depreciation only kicks in once the underlying assets (GPUs) are in use." - this is nuanced and leans false.
I'm not sure if this is is different for $IREN in specific, but just in general depreciation starts when the asset is available for use, not in use implying your 100% utilization (t… → · 5 likes · 1,410 views |
| 2025-12-05 | "Revenue doesn't scale past depreciation" is wrong, you're not stating unit pricing (which degrades) vs. operating leverage (which scales) correctly.
In the "front loading" phase, you have the assets (depreciation is active) but not the full rev yet. As you turn on clsuters for the $MSFT/ $META … → · 6 likes · 1,448 views |
| 2025-12-05 | Okay so from my perspective
$NBIS - Highest asymmetrical upside possible because they have 4 subsidaries like robotaxis growing 100%+ Y/Y alongside their core operational DC business. It's just a waiting game until market prices in parts (eg. $UBER rose a ton from self driving cars with Avride, but… → · 7 likes · 1,348 views |
| 2025-12-05 | yeah that's how capex gets accounted for, it creates fixed depreciation but nebius rev scales past depreciation drag.
Also subsidiaries + triple digit grwoth drop in pure net income into the statement without opex drag, which people don't model for.
going off your own points about leverage works … → · 5 likes · 1,472 views |
| 2025-12-05 | As of current prices, December 5th:
The ideal AI portfolio for the LLM + TPU/GPU ramp would look like this:
· 25% $NBIS
· 15% $TSM
· 12.5% $LITE
· 10% $ALAB
· 10% $SMCI
· 10% $AMKR
· 5% Samsung Electronics
· 5% SK Hynix
· 5% $CRDO
· 5% $CLS
· 5% $COHR
· 5% $NVDA Calls
· 2.5% $AVGO Calls
· 2.5% $… → · 272 likes · 63,839 views |
| 2025-11-25 | @AustranSkolSwft $WULF is in the neocloud sector as a colo player like $CIFR. $IREN falls there too under full-stack IAAS with GPUs.
Only full-service pure Neocloud would be $CRWV and $NBIS.
But they're all under that new category of small players acting as AWS for AI. → · 4 likes · 1,802 views |
| 2025-11-25 | The main fear I have in the "AI Bubble" is OpenAI and their $1T capex promises. That is a clear bubble (and private valuations of LLMs). Most other things, no.
Any company directly reliant to them $ORCL, $CRWV might be in trouble given how AI models leapfrogged GPT. So the simple thing to do is st… → · 8 likes · 1,007 views |
| 2025-11-25 | It’s hard for anyone in the AI space not to be bullish.
Capex is ramping up. Exponentially.
And flowing directly down to:
Neoclouds: $CIFR, $NBIS, $WULF, $IREN,
Connectivity: $ALAB, $CRDO, $CLS.
Energy: $VST, $FLNC, $TE, $EOSe
Semi/foundries: $NVDA, $AMD, $GOOGL, $TSM
Memory: $SNDK, $MU, … → · 278 likes · 119,311 views |
| 2025-11-25 | Good question about risk, I enjoy talking about the downsides too.
1. Hyperscalers completely their own datacenter buildout with GPUs (TPUs with $GOOGL, Tranium with $AWS), energy, locations in 5+ years.
This is the analogy of Qualcomm with Apple. Apple just uses $QLCM, then builds it's own verti… → · 14 likes · 1,705 views |
| 2025-11-24 | I'm not going to be a blind shill like some specific $BMNR or $IREN investors that can say a green light on the street means bullish for the company.
So I would lean coincidental. Since it looks like $AMZN, $GOOGL tends to favor colo models (since they can plug in their own TPUs, Trainium chips in … → · 7 likes · 1,389 views |
| 2025-11-24 | Nebius [ $NBIS ] is the most undervalued growth company right now.
And it has the potential to become the next $GOOGL at a $21B market cap. There's one simple reason:
It's portfolio companies are mindblowing.
The most incredible example on this concept is the company $FTX. Here's the story:
Whe… → · 489 likes · 228,217 views |
| 2025-11-23 | Markets just suffered their worst deleveraging shock in recent history.
High-beta assets are collapsing:
• $NBIS, $IREN, AI stocks are down ~40%+ from peaks
• $MSTR, $BTC plunged 30-40%+ in the past month
• Crypto erased over $1.2 trillion in value
This wasn’t normal, it was a forced unwind acr… → · 251 likes · 106,508 views |
| 2025-11-22 | @AustranSkolSwft Which one is insulting? $WULF with tens of billions of backlog from $GOOGL/Anthropic or $IREN with $9B+ from $MSFT.
Posting that with no explanation is not very helpful. → · 17 likes · 8,251 views |
| 2025-11-22 | So just a quick qualitative reply, $IREN does frontload connected capacity and if you go from that standpoint (eg. 1+ GW H1 2026) vs. 1 GW from $NBIS H2 2026, $IREN wins and should be using that time to sign more contracts.
Longer term, Nebius achieves capacity parity between the two and has highe… → · 1 likes · 1,205 views |
| 2025-11-22 | Yep, I appreciate talking with you compared to many other members *cough cough $IREN*, since you added some good qualitative points about $DGXX and changed my mind about execution risk.
Attachment to crypto did drag down $CIFR and many others because of BTC balance sheets, but I paid more attent… → · 9 likes · 4,635 views |
| 2025-11-22 | So I think you're replying to points I never made. Just to clarify: I didn't rate $BITF. If you read my post, it fell into the unrated category, so I'm not debating where it goes in comparison with $WYFI or $SLNH.
As for $SLNH, we're not disagreeing on anything I put it as F tier as well since it'… → · 2 likes · 3,556 views |
| 2025-11-22 | Sure, I put $NBIS as S tier from that capacity funding angle because it's isolated from credit tightening affecting other DC stocks like $APLD (that had to sell junk bonds).
From Q3 earnings, $CRWV is facing $1.21-$1.25B in interest expenses and only has $1.94 billion in cash equivalents.
Other… → · 21 likes · 3,475 views |
| 2025-11-22 | If you spent just 30 seconds reading the post, you would see I didn't rate $BITF.
With $CRWV there's short term upside because sell-off was way too much to the $60s. But medium-long term they have way too much debt interest.
While $NBIS and $IREN funds through convertibles or little interest cut… → · 3 likes · 2,577 views |
| 2025-11-22 | The Neocloud Sector Tierlist.
Post Q3 earnings + Market Sector Drop:
[S] Tier: $NBIS
[A] Tier: $CIFR, $WULF, $IREN
[B] Tier: $GLXY, $CORZ
[C] Tier: $APLD, $CLSK
[D] Tier: $WLAC, $DGDX, $WYFI
[F] Tier, $CRWV*, $SLNH
[U] Tier: $GRRR, $MARA, $DGDX, $CLSK, $BITF, $HIVE, $RIOT **
Ranked in order fr… → · 531 likes · 226,918 views |
| 2025-11-20 | I've been focusing on quantitative points and even wrote out a response to help you understand capacity comparison nuances + included an $IREN favored argument in the reply.
But just skipping over everything then going into personal attacks like "gaslight readers to pump" to dismiss a point has no… → · 8 likes · 642 views |
| 2025-11-20 | Might be helpful to read the table and the points again on $NBIS and $IREN rather than skipping it and dismissing something quantitative because you think it's "convoluted word salad".
So coming in with good faith, just to help you understand: there's three rows.
- current connected capacity
- gui… → · 5 likes · 718 views |
| 2025-11-20 | I'm very precise with my wording. You skipped over "expected" while reading discussions about guided contracted capacity.
So reiterating what I've said above but with a longer explanation:
$IREN's original moat was GW capacity + vertical integration. $NBIS's moat was full-stack.
However, Nebius… → · 10 likes · 2,383 views |
| 2025-11-19 | So few things $IREN investors might misunderstand: it's more nuanced than 21.2% float -> short squeeze.
With IREN a lot of SI is convertible note arbitrage. When institutions acquire convertible notes after the offering, they short the underlying shares for hedging.
Given the $1B offering, plus +1… → · 17 likes · 2,719 views |
| 2025-11-19 | Jerome will probably go on stage, say $NBIS > $IREN, and micdrop after walking offstage to his new lambo that Sydney Sweeney is riding shotgun in.
Markets will clap and cheer knowing he said something everyone knows as a fact.
But that aside, we’ll probably get more insights into Dec rate cut an… → · 19 likes · 2,368 views |
| 2025-11-19 | Just letting you know, the “I know a lot but can’t tell you why” argument about $IREN, $XRP, $BMNR, etc. so just look at the price 1 year later DYOR, makes people outside the community roll their eyes.
The weakness you mentioned that people are scared and that it’s a miner so price is undervalued … → · 14 likes · 2,196 views |
| 2025-11-19 | Thanks for commenting all the prices down in your nested reply. it actually saves a lot of time! I’m curious how they all perform too.
Did you have a specific thesis behind $IREN that you’d like to debate? Happy to change my mind if someone has a convincing argument.
Happy to elaborate more on ex… → · 3 likes · 1,445 views |
| 2025-11-19 | Sure happy to explain further than the TLDR on why I've downgraded $IREN and upgraded $TSSI a strong buy. $TSSI has high upside on the drop from $30 to $7 since it was an overreaction to temporary Q3 operational scaling bottlenecks and factory cost not underlying demand.
It's well capitalized to … → · 25 likes · 7,781 views |
| 2025-11-18 | $IREN has extremely high upside if they get orchestration right on the infrastructure level and a $100B+ marketcap ($400) is a tad-overly ambitious but possible.
Vertically integrated, high connected GW capacity, and hyperscaler deals like $MSFT make $IREN a buy at $49.
However, execution risk is… → · 12 likes · 1,021 views |
| 2025-11-18 | My opinion is that $TSM forward earnings was the biggest indicator of the AI trade so far since they span from all hyperscalers such as $GOOGL TPU prod to $AMZN, as well as $NVDA, $AMD, and we've already seen them blow away earnings + margins.
Even if $NVDA forward revenue is quoted heavily downwa… → · 16 likes · 1,019 views |
| 2025-11-18 | Markets are seeing a drop in most growth stocks right now.
In the past 5 days:
· Cloudflare [ $NET ]: $192.99 (-15.23%)
· Rocketlab [ $RKLB ]: $42.50 (-19.35%)
· Iren [ $IREN ]: $46.6 (-28.74%)
· Hims [ $HIMS ]: $35.15 (-15.61%)
have lost their recent gains. Why?
Right now, we're seeing mechani… → · 159 likes · 323,830 views |
| 2025-11-18 | I think you might be confusing yourself and I'm just trying to clarify the terms. You were saying $ORCL is not full stack because they did DC leasing and $IREN is full stack in your first comment.
Now you're shifting from $ORCL and talking about $IREN.
And we're just going into semantic definitio… → · 2 likes · 547 views |
| 2025-11-18 | That's a correct with full-stack as software as a layer on top of GPUs, so $ORCL would fit that mark. Earlier you were conflating vertically integrated and full-stack offering, which are two distinct terms.
This is a very nuanced, with $NBIS, $CRWV you're confusing you're confusing "straight GPU le… → · 3 likes · 727 views |
| 2025-11-18 | So think you're confusing the terms a bit, let me clarify.
Full stack offering = AI Cloud $NBIS $IREN $CRWV
Bare Metal = $CIFR, $WULF type offerings (AWS plugs in their own GPUs into $CIFR)
$IREN is pivoted to doing a full stack offering AI cloud when they decided to buy billions in GPU for the $M… → · 2 likes · 728 views |
| 2025-11-18 | I don't use full-stack and vertically integrated interchangeably, my wording is very precise when I talk about $ORCL.
$NBIS does mixed to expand margins.
The main issue with $IREN is that they're doing full-stack where software orchestration is an incredible and misunderstood moat and it increa… → · 9 likes · 2,205 views |
| 2025-11-18 | Every high beta/“risk”/growth asset from $RKLB, $HOOD, $BTC (89k now), $HIMS is being obliterated.
It’s a great reset from cascading margin liquidations and capitulation (based on semi-valid concerns) despite seeing improving fundamentals across the board.
$IREN retail is selling off for example j… → · 9 likes · 1,973 views |
| 2025-11-18 | Thanks for sharing! 市場急落で多くの高ベータ成長資産が30〜50%下落している今、基礎が揺らがずむしろ強化された銘柄へ再配置する局面。AIデータセンター分野で最も非対称な上昇余地を持つのは $NBIS 。
信用収縮やGPU実行リスクで $IREN $CRWV などのネオクラウド企業が影響を受けた一方、NBIS はその懸念から相対的に隔離されている。 → · 19 likes · 3,006 views |
| 2025-11-17 | $CIFR is actually next favorite Neocloud sector pick.
I made a tierlist earlier and $NBIS was S+ and $CIFR was S.
But here's the difference and nuance people might not know:
Nebius captures the entire value chain of the AI cloud business. $IREN said it themselves in their ER call that they did f… → · 15 likes · 3,152 views |
| 2025-11-17 | Nebius [ $NBIS ] at $86.69 is the purest Neocloud and AI-infra asymmetry left.
This is the highest revenue Neocloud untouched by $CIFR | $WULF and colo providers that has no:
- Plaguing uncertainty that $IREN, $ORCL face from full-stack execution.
- High interest debt that $CRWV, $APLD, and ot… → · 407 likes · 1,760,741 views |
| 2025-11-15 | So two things:
- It helps to read past the first sentence
- percentages change when you look at a post a trading day later.
I respect your dedication, but you’re zeroing in on a direct comparison nobody is making. It’s a long post for sure and most would just skip it and go to comments but the onl… → · 10 likes · 895 views |
| 2025-10-27 | Hmm, I still maintain $NBIS has the highest asymmetrical return, with lower downside, high upside compared to $IREN with existing hyperscaler deals, subsidiaries scaling alongside them, and a higher margin business with full-stack.
On the other hand, I'd agree $IREN has a high speculative upside … → · 12 likes · 2,435 views |
| 2025-10-27 | The Neocloud thesis aged well.
1 month later:
$CRWV 120.34 → 135.64 (+12.7%)
$NBIS 107.70 → 126.49 (+17.5%)
$WULF 10.63 → 13.69 (+28.8%)
$IREN 41.68 → 64.69 (+55.2%)
$CIFR 11.47 → 20.70 (+80.4%)
$BITF 2.54 → 4.51 (+77.6%)
$WYFI 22.83 → 36.52 (+59.9%)
$GRRR 19.90 → 16.95 (−14.8%)
$SLNH 2.75 → 2.8… → · 310 likes · 388,803 views |
| 2025-10-27 | @RJCcapital Short term stock price don't mean much but it is pretty interesting seeing $NBIS that's usually lower beta (and miners that go up in correlation) start to move in reverse for the first time after my post
$NBIS: +7.71%
$CIFR: -1.21%
$BITF: - 2.21%
$IREN: +2.35%
$WULF: +.08% → · 39 likes · 3,264 views |
| 2025-10-27 | So when a discussion shifts to personal attacks, it probably means your thesis is not holding up.
Screaming "I WIN", "GET ROASTED", "SHUT YOU UP" and going into personal attacks like "financially illiterate" to beg for $IREN audience likes doesn't look too good to independent thinkers who care a… → · 40 likes · 3,927 views |
| 2025-10-27 | You're misunderstanding the data while trying to compare two structurally different things as gross profit before normalizing it. Reason I'm still replying despite personal attacks now is because this is misleading other people.
With expense recognition and with D&A and other overhead, $IREN margi… → · 27 likes · 5,608 views |
| 2025-10-27 | I'm bullish on Neoclouds, including $IREN. If you look at my post history, I've had positions in everything including $WULF, $CIFR, etc.
The only point I've made was $NBIS has the highest asymmetrical return (lowest risk, highest upside) because of its software stack.
https://t.co/TnUqmvvFdd → · 11 likes · 1,345 views |
| 2025-10-27 | I’ve never seen someone try and conflate non-GAAP and GAAP margins when they’re so vastly different, then go into personal attacks as an argument.
When I said I didn’t know how to respond to your other comment, it’s because I haven’t seen a response so dumb I’m genuinely at a loss.
I’m happy to … → · 19 likes · 1,625 views |
| 2025-10-27 | @moninvestor @Agrippa_Inv Just a heads up, a lot people, including the poster, confuse GAAP vs nonGAAP when looking at $IREN. It makes a huge difference when accounting for margins.
But fundamentally, some points points still hold around capacity/infrastructure advantages. https://t.co/ZxIh6kBs7Y → · 22 likes · 2,274 views |
| 2025-10-27 | @Agrippa_Inv Also not trying to make fun of $IREN retail for confusing GAAP vs non-GAAP when talking about margins then making a whole post surroudning that.
It's genuinely difficult if you don't do quarterly financial reports, but there's valid points on there about infrastructure/power. → · 35 likes · 5,008 views |
| 2025-10-27 | Great points! But...
You did base your thesis off misunderstanding gaap vs. non-gaap... which could be confusing to non-accountants and other people on X.
$IREN reported non-GAAP and $NBIS GAAP when you look at hardware-segment profit to full-stack AWS margins.
The 92% percent was non-GAAP, hard… → · 65 likes · 12,078 views |
| 2025-10-26 | That’s not true, $NBIS margins include colo fees and the costs are reflected in the 29% cost of revenue.
$IREN owns the sites too, but it doesn’t give much of a margin advantage over $NBIS. Thing you didn’t read was software (orchestration, utilization) and no revenue margin cut (fluidstack, poolsi… → · 33 likes · 5,074 views |
| 2025-10-26 | Not really, even under csp, they still use middleware like poolside (CIFR WULF use fluidstack). Think you’re misundestanding what I’m trying to say
Margin profile will be limited with $IREN because middleware cuts into margins from orchestration, scheduling, customer allocation, etc.
While it’s be… → · 5 likes · 1,100 views |
| 2025-10-26 | $IREN has good margins for crypto mining and large GW capacity but that doesn’t translate directly into HPC.
They’re going the $CIFR $WULF route in the meantime with middleware orchestration funneling to hyper scalers but that cuts into margins a lot in the long run.
$NBIS is direct to $MSFT full … → · 17 likes · 4,495 views |
| 2025-10-26 | Thanks, just wanted to add I'm still bullish on Neoclouds across the board from $IREN to $CIFR. Short term there might be higher upside due to narratives around capacity but I'd expect markets to care about margins more when it comes time to execution + earning reports.
In terms of raw asymmetrica… → · 8 likes · 744 views |
| 2025-10-26 | To settle the Neocloud debate:
$NBIS > $IREN + others.
Based on the $ORCL report, NBIS whitepaper, $CRWV acquisitions, and other factors,
I decided to consolidate millions into Nebius and sell off miners like $CIFR.
📏 Gross Margins > GW capacity
Here's the math + why:
We've had a huge spe… → · 525 likes · 222,679 views |
| 2025-10-26 | @soulbiri1 $NBIS is like DD Tsunade walking around becoming hokage like a legend. $IREN is some main character like Sakura with power that people admire at first but will come to realize is useless as time goes on when you compare it to someone with the full package. → · 7 likes · 858 views |
| 2025-10-26 | I mention $CRWV in the other comments as the gold standard example crypto miners pivoting to HPC aim for.
Even then $NBIS has higher GPU utilization after CRWV spends billions on software acquisition and years to build it out.
People have too much rose-tinted lens on $IREN and other crypto miners … → · 8 likes · 1,676 views |
| 2025-10-25 | I'd disagree, software orchestration is one of the biggest moats possible, which is why $NBIS > $IREN clear as day for me in terms of asymmetrical upside. But to each their own!
I'd agree IREN has slightly higher potential upside due to scale of GW deployed but way way larger execution risk in term… → · 26 likes · 2,852 views |
| 2025-10-25 | $NBIS has access to cheap power, but it might not be as cheap as $IREN or $CIFR. But just to give you a sense of why it matters a lot less:
Software utilization/orchestration is a moat and matters ~30–70 TIMES more than cheap power. (someone pls fact check the math)
A H100 burns ~0.84 kW. At $0.05… → · 14 likes · 2,113 views |
| 2025-10-25 | @YNWA_AB Yeah I normally don't do much single-stock posts, but just feel like $NBIS is a generational opportunity right now, especially on the 30% drop.
I see the upside for $IREN and others, but feel like Nebius will strong outperform. → · 27 likes · 3,242 views |
| 2025-10-25 | Neocloud Position Update Friday Oct 24.
This post is to send a message to $IREN and other Neoclouds holders that:
👑 $NBIS is superior.
I sold out of other Neoclouds: $CIFR 250%+ gain, $IREN, $BITF, $WYFI, 50-100%+ gain, $WULF 5-10% loss.
Now with $2M+ exposure in $NBIS shares/leaps + small $WLA… → · 393 likes · 258,529 views |
| 2025-10-23 | So in terms of raw upside, $IREN is promising just because of pure GW capacity. However, $NBIS has the highest asymmetrical return out of any Neocloud.
With the recent Nebius whitepaper, they published a bit about GPU utilization, etc. Their full stack software + diversified customer base with star… → · 9 likes · 1,367 views |
| 2025-10-22 | Yeah I’d agree with the breakdown. But think you’re focusing on the wrong thing (external competitive advantage).
Their full stack software + diversified customer base with startups, SMBs, helps their own opex, which is the moat in and of itself.
You mention miners like $IREN but if we look at $OR… → · 38 likes · 3,610 views |
| 2025-10-22 | I respectfully disagree, "fair value" should be higher. There's been new $NBIS data centers for ARR boost, 3x rate cuts which is a huge catalyst.
Just now, Anthropic might sign a $20B+ dollar deal with $GOOGL, which is bullish for Clickhouse, $WULF, $IREN, and Neoclouds. $META x $CRWV deals.
Goog… → · 32 likes · 4,889 views |
| 2025-10-20 | Great question!
Hyperscalers signed confirmed utilization + spend, for example with $NBIS deal with $MSFT, Microsoft is spending 17-20B over 5 years.
It's not exactly risking high-capex, since they're spending to pay for capacity since there's a bottleneck. They're still spending tens of billion… → · 12 likes · 3,250 views |