Bullz
eye
Leaderboard
Calls
Tickers
Methodology
Sign up
← Leaderboard
›
@BitcoinAIGuy
@BitcoinAIGuy
VERIFIED
BitcoinAIGuy
·
32K
followers
+ Follow
Watchlist
Share
Momentum
Crypto miners
Bitcoin
High-beta
Swing trader
When right vs when wrong
Average return when a call wins vs loses — and how long each takes.
When right
+131%
peaks in
~68d
·
800
wins
When wrong
-45%
fades in
~92d
·
707
losses
Track record
Every scored call. Open any row to see the post and how it stacked up against his usual.
All
100
Wins
33
Losses
1
Live
66
Call
Post
State
Dir
Return
Days
Posted
▼
$BTC
Seeing a bunch of cope from bitcoiners lately; Bitcoin can be undervalued but that doesn’t mean AI equities are overvalued… Bitcoin can double this year and many AI investors wouldn’t even notice… many AI equities can easily 10x from here and people will still be chasing them… there is a lot of fiat chasing capital-hungry ideas… think bigger
Live
▲ bull
-4.4%
25d
Jun 8
$BTC
I’ve been in bitcoin for over 12 years and hardly anyone I know owns or has ever used it - I still think BTC can 10x within 10 years… it still feels early I think all the wealth driven by AI and technology will naturally flow into durable assets; Bitcoin’s price will rise as civilization develops: stronger infrastructure, more efficient communication, increase in education, etc.
Live
▲ bull
-0.9%
27d
Jun 6
$BTC
$IREN $65.48 $MSTR $126.54 I think we could see $IREN quickly flip $MSTR ‘s share price over the next few weeks and months. $IREN is shedding its bitcoin exposure, while $MSTR expands its share count while Bitcoin drops. I’m long term bullish on Bitcoin, and looking to accumulate more. I may buy some $MSTR at some point in the future… $IREN can quickly 2-3x this year…
Live
▲ bull
-5.8%
30d
Jun 3
$IREN
$IREN $65.48 $MSTR $126.54 I think we could see $IREN quickly flip $MSTR ‘s share price over the next few weeks and months. $IREN is shedding its bitcoin exposure, while $MSTR expands its share count while Bitcoin drops. I’m long term bullish on Bitcoin, and looking to accumulate more. I may buy some $MSTR at some point in the future… $IREN can quickly 2-3x this year…
Live
▲ bull
-33.8%
30d
Jun 3
$IREN
If we were actually in a euphoric AI bubble we’d see $IREN repriced to $500+ TODAY, based on its secured power’s revenue *potential* — yes in 2026. That’s what euphoria and real bubble looks like. Today’s prices tell me it’s still early days for $IREN and it’s still misunderstood; the stock is still building momentum and the business is still proving itself as both a developer of AI data centers and as a Cloud Service Provider… with the potential to be a leader in the market. The stock seems to have many years to run… and multiple periods of euphoria to look forward to… but if $IREN magically reprices to $500 in 2026… would I take profits… yes. Wake me up when the bubble accelerates 🥱 Or should I say: A C C E C E L E R E R A T E
Live
▲ bull
-33.8%
30d
Jun 3
$IREN
INFINITE GIGAWATT GLITCH = INFINITE MONEY GLITCH $IREN IS PRINTING POWER POWER = MONEY MONEY = POWER YOU ARE NOT BULLISH ENOUGH!!! https://t.co/Eg3x3qjFMR
Live
▲ bull
-33.8%
30d
Jun 3
$IREN
CRAMER: SERIOUS INVESTORS WOULD NEVER ROTATE FROM $NBIS TO $IREN Have fun staying power insecure @jimcramer $200 $IREN IS DESTINY https://t.co/Bbqh01aQIE
Live
▲ bull
-33.7%
32d
Jun 1
$NBIS
CRAMER: SERIOUS INVESTORS WOULD NEVER ROTATE FROM $NBIS TO $IREN Have fun staying power insecure @jimcramer $200 $IREN IS DESTINY https://t.co/Bbqh01aQIE
Live
▼ bear
+13.4%
32d
Jun 1
$IREN
WARREN ISNT BUYING BITCOIN HES BUYING AI $IREN YOU ARE NOT BULLISH ENOUGH!!!! https://t.co/J60pCUGYQk
Live
▲ bull
-33.7%
32d
Jun 1
$NBIS
I remember when I was laughed at when I called the rotation from $MSTR to $IREN How did that go? Now I’m being laughed at for calling the $NBIS to $IREN rotation. GUAC CANDLES LOADING! Tick tock.
Live
▼ bear
+13.4%
32d
Jun 1
$IREN
I remember when I was laughed at when I called the rotation from $MSTR to $IREN How did that go? Now I’m being laughed at for calling the $NBIS to $IREN rotation. GUAC CANDLES LOADING! Tick tock.
Live
▲ bull
-33.7%
32d
Jun 1
$NBIS
$IREN this is a generational buying opportunity… IREN/NBIS chart NBIS TO IREN ROTATION IS NEXT! https://t.co/0rij6j18MQ
Live
▼ bear
+13.4%
32d
Jun 1
$IREN
$IREN this is a generational buying opportunity… IREN/NBIS chart NBIS TO IREN ROTATION IS NEXT! https://t.co/0rij6j18MQ
Live
▲ bull
-33.7%
32d
Jun 1
$IREN
$IREN wants $69
Live
▲ bull
-33.7%
32d
Jun 1
$IREN
I am not buying $NBIS, but shorting it is suicide. This run can go on for years... $IREN is in deep value and 2027 will be a massive year... tick tock
Live
▲ bull
-33.7%
32d
Jun 1
$IREN
$NBIS $359M in dark pool orders on Friday (5/29)... holy shit... a tidal wave is coming to the neoclouds $IREN YOU ARE NOT BULLISH ENOUGH!!!! THE GREAT ROTATION IS UPON US!!!!!!! https://t.co/D5e9ypzxTG
Live
▲ bull
-31.8%
33d
May 31
$NBIS
$NBIS $359M in dark pool orders on Friday (5/29)... holy shit... a tidal wave is coming to the neoclouds $IREN YOU ARE NOT BULLISH ENOUGH!!!! THE GREAT ROTATION IS UPON US!!!!!!! https://t.co/D5e9ypzxTG
Live
▲ bull
-0.8%
33d
May 31
$IREN
$IREN/BTC Major outperformance in bitcoin terms. Looks like $IREN is decoupling from Bitcoin… more guac candles loading $100 soon… $200 is around the corner https://t.co/zGLNpEBmes
Live
▲ bull
-32.4%
36d
May 28
$IREN
$IREN wants $69
Live
▲ bull
-36.1%
37d
May 27
$IREN
SOMEBODY KNOWS $IREN $100 soon https://t.co/dLJRskGN30
Live
▲ bull
-27.5%
38d
May 26
$BTC
Rotating $IREN to $BTC can probably lead to a 20-50x within 10 years. Why aren’t more people talking about this?
Live
▲ bull
-20.5%
38d
May 26
$IREN
Rotating $IREN to $BTC can probably lead to a 20-50x within 10 years. Why aren’t more people talking about this?
Live
▲ bull
-27.5%
38d
May 26
$IREN
my first 100x+ was bitcoin my second 100x+ could be $iren anyone else?
Live
▲ bull
-27.5%
38d
May 26
$IREN
$100 soon $IREN https://t.co/fii6s5KPUp
Live
▲ bull
-27.5%
38d
May 26
$BTC
BITCOIN IS PUMPING!!!!!!!!!!!!!!!!! https://t.co/uAmgJQ6q9h
Live
▲ bull
-21.3%
41d
May 23
$IREN
YOU WERE WARNED!!!!!!!! $200 IS DESTINY $IREN https://t.co/CKIHUIfmfc https://t.co/oHwY2OV1zT
Live
▲ bull
-17.8%
44d
May 20
$IREN
$NBIS to $IREN ROTATION IS HAPPENING NOW!!!!!!!!!! YOU ARE NOT BULLISH ENOUGH!!!!!!!!!!!!!!! $200 IS DESTINY!!!!!!!!!!!!!!! https://t.co/zRU5kuhflQ https://t.co/DRiQpQgacF
Live
▲ bull
-17.8%
44d
May 20
$IREN
seems costly for $NBIS, and others without secured power... an extra ~$10B/GW expense in fuel cells alone. On top of obvious, third-party execution risks. $IREN does not have this expense or these additional risks... and also saves a ton of money NOT paying rent/colocation fees because it owns and fully controls their sites. got $IREN?
Live
▲ bull
-17.8%
44d
May 20
$IREN
I think we actually might see the most hated rally from $46 to $146 $IREN
Live
▲ bull
-9.3%
45d
May 19
$IREN
When $NBIS does something: 17 tweets When $IREN does anything: 6,942,000 tweets in 24 hours Embrace the bears… they are giving us free marketing… The haters laugh at $IREN at $50, but will be the biggest fans at $200 Few
Live
▲ bull
-14.1%
46d
May 18
$IREN
Inverse Cramer LONG COMPUTE LONG AI DATA CENTERS LONG $IREN https://t.co/2WAsHhkrb0
Live
▲ bull
-14.1%
46d
May 18
$IREN
Leopold’s girlfriend works at Anthropic. Leopold ‘s aggressively adding $IREN (over 10% of portfolio) Probably nothing. https://t.co/3grgEhTRhk
Live
▲ bull
-14.1%
46d
May 18
$CBRS
$CBRS the first company to buy a Cerebras system was a large pharma lab, $GSK. Everyone is focused on trillion dollar hyperscalers driving AI adoption… But which other market has trillions in market value? Pharma/biotech. Pharma/biotech is a $7T market and they will be AI power users to accelerate medicines and health maxxxing. YOU ARE NOT BULLISH ENOUGH. THE DEMAND IS EVEN LARGER THAN YOU THINK!
Live
▲ bull
-20.9%
47d
May 17
$GSK
$CBRS the first company to buy a Cerebras system was a large pharma lab, $GSK. Everyone is focused on trillion dollar hyperscalers driving AI adoption… But which other market has trillions in market value? Pharma/biotech. Pharma/biotech is a $7T market and they will be AI power users to accelerate medicines and health maxxxing. YOU ARE NOT BULLISH ENOUGH. THE DEMAND IS EVEN LARGER THAN YOU THINK!
Live
▲ bull
+3.3%
47d
May 17
$IREN
I called the $IREN deal with Microsoft nearly a year before it happened. Now it’s time for my next prediction. Buckle up. In an effort to find the next $IREN alpha, I traveled to Australia on a mission to find hints of the next deal… After traveling to Sydney and wrestling with 19 crocodiles, 17 kangaroos, and drinking 972 beers with 69 Sheila’s I’ve discovered possibly the highest signal alpha on $IREN known to man. $IREN will be announcing a major deal with Anthropic.
Live
▲ bull
-18.2%
48d
May 16
$IREN
I called the $IREN deal with Microsoft nearly a year before it happened. Now it’s time for my next prediction. Buckle up. In an effort to find next $IREN alpha, I traveled to Australia on a mission to find hints of the next deal… After traveling to Sydney and wrestling with 19 crocodiles, 17 kangaroos, and drinking 972 beers with 69 Sheila’s I’ve discovered possibly the highest signal alpha on $IREN known to man. $IREN will be announcing a major deal with Anthropic.
Live
▲ bull
-18.2%
48d
May 16
$IREN
$IREN my gut tells me a major deal announcement is coming in days/weeks YOU ARE NOT BULLISH ENOUGH! https://t.co/vDw0ws2mxC
Live
▲ bull
-25.8%
50d
May 14
$NBIS
Absolute euphoria in $NBIS; if you’re not taking $NBIS profits at $222.50 and rotating into $IREN at $56.72. You might miss the easiest 10x of the cycle. This is textbook.
Live
▼ bear
-3.6%
50d
May 14
$IREN
Absolute euphoria in $NBIS; if you’re not taking $NBIS profits at $222.50 and rotating into $IREN at $56.72. You might miss the easiest 10x of the cycle. This is textbook.
Live
▲ bull
-25.8%
50d
May 14
$NBIS
Calling it now. This is probably the absolute best time to trim $NBIS and rotate into $iREN. Bookmark this. Current prices: $NBIS $207 $IREN $54 It will look obvious in hindsight. Few
Live
▼ bear
-10.6%
51d
May 13
$IREN
Calling it now. This is probably the absolute best time to trim $NBIS and rotate into $iREN. Bookmark this. Current prices: $NBIS $207 $IREN $54 It will look obvious in hindsight. Few
Live
▲ bull
-21.5%
51d
May 13
$IREN
$NBIS wow that’s like 50% dilution at a $50B market cap… those GPUs are just gonna sit idle in a warehouse with nowhere to plug them in… reminds me of $MARA in 2022 $IREN fixes this https://t.co/3vFfcL7Y8F
Live
▲ bull
-21.5%
51d
May 13
$IREN
$IREN SWEETWATER IS NOT PRICED IN WALL ST IS ASLEEP AGAIN RETAIL WILL FRONT RUN AGAIN YOU ARE NOT BULLISH ENOUGH 🚀🚀🚀 https://t.co/R63L3PkWn5
Live
▲ bull
-21.5%
53d
May 11
$IREN
$IREN SHORT INTEREST IS RISING, CURRENTLY ~20%. WILL WE SEE A MASSIVE SHORT SQUEEZE THIS WEEK? TICK TOCK. https://t.co/9fVuW9I8Fs
Live
▲ bull
-21.5%
53d
May 11
$IREN
$160-$200 $IREN can happen this year and nobody is bullish enough https://t.co/D2DjO4xMg9
Live
▲ bull
-29.2%
54d
May 10
$BTC
I think getting a 100x within 10 years is possible investing in AI equities and rotating gains into Bitcoin, strategically. At least a 25x.
Live
▲ bull
-25.2%
55d
May 9
$IREN
$NBIS +6% this week $IREN +27% this week, and highest daily volume in history today The rotation from $NBIS to $IREN is ACTIVELY HAPPENING! https://t.co/MCkIlYCO6c
Live
▲ bull
-29.2%
56d
May 8
$IREN
$IREN’s ATM will take it from a $60 stock to a $669 stock It’s just math https://t.co/HqtUZzKNcr
Live
▲ bull
-29.2%
56d
May 8
$IREN
When $IREN was $5 I said it could 10x and looked crazy When $IREN was $55 I said it could 10x and looked crazy $550 is inevitable… could happen in 2-3 years
Live
▲ bull
-29.2%
56d
May 8
$IREN
I think my $550 target over 3 years may be too bearish https://t.co/kOiOmDNvn0
Live
▲ bull
-29.2%
56d
May 8
$BTC
The trillions of dollars of wealth created by AI will be one of the major catalysts to send Bitcoin to $1,000,000 within 10 years. Make money with Ai, store your wealth in Bitcoin and other durable assets.
Live
▲ bull
-25.5%
59d
May 5
$IREN
$100 soon $IREN
Live
▲ bull
-20.9%
59d
May 5
$IREN
$NBIS had a good run, it’s time for $IREN to run to $160 next Rotation coming
Live
▲ bull
-12.4%
60d
May 4
$BTC
$300-$400k $BTC < 4 years
Live
▲ bull
-24.5%
60d
May 4
$BTC
YOU ARE NOT BULLISH ENOUGH $BTC 🚀🚀🚀🚀🚀🚀 https://t.co/EVxMKLMRzI
Live
▲ bull
-24.5%
60d
May 4
$IREN
THE BULLS ARE BACK! $IREN https://t.co/pT3KyG3pA1
Win
▲ bull
+40.3%
67d
Apr 27
$IREN
NET INFLOWS GUAC CANDLES LOADING $IREN 🚀🚀🚀🚀 https://t.co/b5eIbMs4Uw
Win
▲ bull
+30.4%
71d
Apr 23
$NBIS
Hearing a lot more $NBIS bulls talk about trimming or selling to buy $IREN Could be one of the easiest asymmetric trades of the year right here. Sell $NBIS, Buy $IREN https://t.co/qFDoNL4CUe
Live
▼ bear
-46.8%
72d
Apr 22
$IREN
Hearing a lot more $NBIS bulls talk about trimming or selling to buy $IREN Could be one of the easiest asymmetric trades of the year right here. Sell $NBIS, Buy $IREN https://t.co/qFDoNL4CUe
Win
▲ bull
+40.2%
72d
Apr 22
$IREN
$NBIS is dumping $IREN breaking out The rotation continues. Are you ready? https://t.co/mrHn8BnG4L https://t.co/qFDoNL4CUe
Win
▲ bull
+41%
77d
Apr 17
$IREN
Serenity’s 15 minutes of fame are over. Time for the next leg up… $100-$120 $IREN BEARS ARE IN DISBELIEF https://t.co/YcAQA5Fdiu https://t.co/goim0nxj9A
Win
▲ bull
+39%
79d
Apr 15
$IREN
$IREN short interest is rising The squeeze to $50 could easily happen this week… but $50 isn’t the ceiling…. If we get some major news, I have no doubt $100-$120 is next https://t.co/mFq166g8Sf
Win
▲ bull
+39%
79d
Apr 15
$MSTR
$IREN ~$47 $MSTR ~$139 If $IREN flips $MSTR 's stock price, I would be very interested in buying $MSTR https://t.co/PMR9CtsIsu
Win
▲ bull
+42.6%
80d
Apr 14
$IREN
I’ve gotten dozens of messages from $NBIS bulls trimming their position and rotating into $IREN, I suspect this trade is going to play out rapidly over the next few days to weeks… could see a 2-4x move in $IREN quickly https://t.co/VbJrp3I4Yb
Win
▲ bull
+43.2%
80d
Apr 14
$IREN
Max pain this week is now $38 (previously $37.50), market makers are still shorting this rally... dealers are still selling these rips... bulls will likely push to $50... can we see $60+ next week????????? https://t.co/nYVQC3IzTM
Win
▲ bull
+43.2%
80d
Apr 14
$IREN
all green $iren ready for lift off $50, $100, $150, $200 say a prayer for the bears https://t.co/s2aTmDGNZP
Win
▲ bull
+43.2%
80d
Apr 14
$IREN
$IREN one sneeze to $50 Or squeeze https://t.co/1rzkLU6Ht9
Win
▲ bull
+43.2%
80d
Apr 14
$BTC
BITCOIN IS PUMPING SOMEBODY KNOWS!!!! https://t.co/XouvQm6mga
Live
▲ bull
-19%
81d
Apr 13
$IREN
Market makers want to push $IREN to $37.50 This short pressure could lead to a massive squeeze to $50
Win
▲ bull
+57.5%
81d
Apr 13
$NBIS
$IREN destined for $200 $NBIS BULLS IN DISBELIEF THE NEXT ROTATION IS HAPPENING YOU ARE NOT BULLISH ENOUGH!!!! https://t.co/EAGXmzCooI
Live
▲ bull
+48.3%
81d
Apr 13
$IREN
$IREN destined for $200 $NBIS BULLS IN DISBELIEF THE NEXT ROTATION IS HAPPENING YOU ARE NOT BULLISH ENOUGH!!!! https://t.co/EAGXmzCooI
Win
▲ bull
+57.5%
81d
Apr 13
$NBIS
We are in an $NBIS bubble https://t.co/WI7Pt7zPtN
Live
▼ bear
-48.3%
81d
Apr 13
$IREN
$IREN wants $50 https://t.co/jMuDzbqbjf
Win
▲ bull
+57.5%
81d
Apr 13
$IREN
$IREN at $41.60, up nearly 6% today. Stock is now trading above its 5, 20, 50, and 200-day moving averages — meaning the short and long-term trends are both pointing up. Next levels to clear: $43.77 (100-day) and $44.17 (YTD average). Break those and every trend line is green $IREN
Win
▲ bull
+57.5%
81d
Apr 13
$NBIS
Just got a call from Serenity, who called me in a panic and sounded out of breath. They/them apologized and said they are rotating heavily into $IREN and $NBIS has clearly topped, but they won’t be making a post about because… *phone call ended*
Live
▼ bear
-48.3%
81d
Apr 13
$IREN
Just got a call from Serenity, who called me in a panic and sounded out of breath. They/them apologized and said they are rotating heavily into $IREN and $NBIS has clearly topped, but they won’t be making a post about because… *phone call ended*
Win
▲ bull
+57.5%
81d
Apr 13
$IREN
Getting messages from a bunch of early $IREN and $NBIS investors that they are rotating back into $IREN now that $IREN has clearly bottomed It’s time.
Win
▲ bull
+72.5%
84d
Apr 10
$IREN
If $IREN was a private company today it’d probably be trading at $120-$140 today $150-$180 $IREN bull case is my target for the highs, $180-200 with euphoria Bear case: $90-$100 end of year (after visiting those highs above) This year. Mark it.
Win
▲ bull
+72.5%
84d
Apr 10
$IREN
$IREN is back over the 20 and 200 Day Moving Average THE BULLS ARE BACK! https://t.co/WVw7eIbrCt
Win
▲ bull
+72.5%
84d
Apr 10
$IREN
Dear $IREN community, It is with deep sadness that I must admit, I came close to not being bullish enough this week. I confess… I was about to buy more bitcoin this week, I almost did, but instead I decided to stop choosing safety, security, and absolute scarcity and decided it was time to man up and take the calculated risk of adding to my largest equity position, $IREN, which is trading at a 70-80% discount to its fundamentals. Dear Bitcoin community, my brothers and sisters in Satoshi, I have been a HODLer for more than a decade. I am not selling Bitcoin. But I will not be adding Bitcoin exposure this week. I believe I can, once again, multiply my Bitcoin purchasing power by adding to the strongest name in AI infrastructure, and the most misunderstood leader in AI Cloud and AI Data center market. I understand the execution risks. But I believe this is the smart move, but not the easiest. Capturing alpha never feels easy in the moment—this is why Few Ever Win in the public markets. This is no time for safety. This is no time to play defense. I am playing offense, and I play to win. I am both the man in the arena and still the hardest working miner in the trenches. Few
Win
▲ bull
+83.1%
85d
Apr 9
$HUT
$HUT & $WULF new 52-wk high
Live
▲ bull
+66.8%
85d
Apr 9
$WULF
$HUT & $WULF new 52-wk high
Live
▲ bull
+23.9%
85d
Apr 9
$NBIS
Seeing signs of absolute delusion from $NBIS investors, today might actually be the last chance to sell it for a real company like $IREN
Live
▼ bear
-68.1%
85d
Apr 9
$IREN
Seeing signs of absolute delusion from $NBIS investors, today might actually be the last chance to sell it for a real company like $IREN
Win
▲ bull
+83.1%
85d
Apr 9
$IREN
Nebius in Talks to Buy Israeli AI Startup AI21 After Nvidia Deal Fizzles $NBIS diluting again $IREN fixes this
Win
▲ bull
+84.2%
86d
Apr 8
$IREN
hello positive gamma, my old friend see you at $50 $IREN https://t.co/6raklRQx6U
Win
▲ bull
+84.2%
86d
Apr 8
$NBIS
Just had a private meeting with someone very high up in the AI industry… he was wearing a black leather jacket… you might know him…. Anyways…he said this was the very last chance to dump $NBIS for $IREN for maximum upside, and that Bitcoin is going to $240,000
Live
▼ bear
-83.3%
86d
Apr 8
$IREN
Just had a private meeting with someone very high up in the AI industry… he was wearing a black leather jacket… you might know him…. Anyways…he said this was the very last chance to dump $NBIS for $IREN for maximum upside, and that Bitcoin is going to $240,000
Win
▲ bull
+84.2%
86d
Apr 8
$IREN
wake me up at $50 $IREN
Win
▲ bull
+89.8%
87d
Apr 7
$IREN
holy shit if this happens $IREN could be the next GameStop $GME-style GAMMA & SHORT SQUEEZE YOU ARE NOT BULLISH ENOUGH!!!!!!!!!!!!!!!!! https://t.co/hf3tDNdrkl
Win
▲ bull
+89.8%
87d
Apr 7
$IREN
Just bought more $IREN https://t.co/zYtcSwGOQO
Win
▲ bull
+93.1%
88d
Apr 6
$IREN
I'm still aggressively accumulating $IREN every week. Easiest dips I've ever bought after 5-6 years of being an active investor in this market. Options market says bulls need $36 for a shift in momentum into postive gamma. (1/n) https://t.co/aU83HxS8e5
Win
▲ bull
+95.1%
92d
Apr 2
$IREN
When the $IREN bears are loudest, it’s time to start buying… saw this at $5, several times. Few
Win
▲ bull
+95.1%
92d
Apr 2
$IREN
Holy shit. Just got off a major unexpected call with one of the largest bitcoin whales in Asia. Selling all of my $IREN and full porting $MARA. I’ll explain later.
Loss
▼ bear
-99%
93d
Apr 1
$MARA
Holy shit. Just got off a major unexpected call with one of the largest bitcoin whales in Asia. Selling all of my $IREN and full porting $MARA. I’ll explain later.
Live
▲ bull
+66.3%
93d
Apr 1
$IREN
Contrarian take: I like when $IREN is bad at communicating. Bad PR, Bad IR, no updates… this means bulls are in fear, uncertainty, or doubt… I have never owned more shares of $IREN than today. Buying the dips has never been easier: we are in a clear AI supercycle, and $IREN holds the keys to the AI kingdom. I don’t need an $IREN t-shirt, GPU progress updates, I don’t even look at the satellite images… the job will get done. I need more shares.
Win
▲ bull
+99%
93d
Apr 1
$APLD
This is a genuinely big deal for the AI infrastructure space. Let me break it down. What just happened in plain English: $APLD took a chunk of debt that bond markets considered risky (“junk” rated) and restructured it so that a credit rating agency (Moody’s) looked at the underlying asset, the Ellendale data center with its long-term CoreWeave lease, and said “this is actually investment-grade quality.” The A3 rating is solidly in “Investment Grade” territory. The CoreWeave $50M letter of credit essentially acts as a guarantee backstopping the deal, which is what helped push it across the IG threshold. Why this matters for the sector: Think of it like the mortgage market, but for AI infrastructure. For years, lenders and institutional bond buyers treated GPU data centers like speculative bets…unproven assets with uncertain cash flows. This rating effectively says: a long-term lease from a creditworthy hyperscaler, backed by a purpose-built facility, is as bankable as a traditional commercial real estate deal. That unlocks a completely different pool of capital. Insurance companies, pension funds, and sovereign wealth funds have mandates that require investment-grade paper. They literally couldn’t touch APLD’s debt before. Now they can. That means cheaper borrowing costs across the sector, not just for APLD. The broader implication: The Ellendale campus alone sits on a 15-year CoreWeave lease projected at $11 billion in revenue.  When you structure long-duration contracted cash flows like that into a rated vehicle, you’re essentially treating GPU infrastructure the same way REITs treat office buildings — and that re-rating of the asset class is the real story here. APLD’s total debt load has surged to roughly $5B following a $2.15B offering in March 2026 , so getting IG status on a significant tranche directly reduces their interest burden on future issuances. The risk worth watching: CoreWeave is the anchor tenant for Polaris Forge 1, and its financial health matters directly to Applied Digital’s revenue stability.  The IG rating is essentially renting CoreWeave’s creditworthiness. If CoreWeave ever stumbles, the structure gets stress-tested fast. Concentration risk doesn’t disappear — it just gets repackaged more elegantly. Bottom line: this is the AI infrastructure sector’s “grown-up” moment. Speculative asset → bankable asset class. That’s a secular shift that will lower the cost of capital for every serious player building GPU data centers.
Live
▲ bull
+45%
93d
Apr 1
$IREN
$IREN is more discounted than $BTC... and AI is the EARLY STAGES OF A SUPERCYCLE! https://t.co/b5sofXKcoz https://t.co/hRlKGBtk4N
Win
▲ bull
+97.9%
94d
Mar 31
$BTC
$IREN is more discounted than $BTC... and AI is the EARLY STAGES OF A SUPERCYCLE! https://t.co/b5sofXKcoz https://t.co/hRlKGBtk4N
Win
▲ bull
+20.4%
94d
Mar 31
$IREN
Why buy OpenAI for $852B when you could buy, a highly explosive, highly liquid, and THE pioneer of the INFINITE GIGAWATT GLITCH, $IREN, at ONLY $11.3B MARKET CAP! https://t.co/mnDDkfWG6U
Win
▲ bull
+97.9%
94d
Mar 31
