$MOONPAY

Social Momentum Summary

Total Engagement - Comments: 36, Retweets: 2, Likes: 37, Impressions: 584

Verbatim Community Citations & Social Evidence 2 source posts analyzed

@Vivek4real_

Source Post ↗

BLACKROCK JUST BOUGHT $89,000,000 WORTH OF BITCOIN HERE WE GO

❤️ 8 likes · 🔁 2 retweets · 💬 5 comments 👁️ 1.9K views

@MRRydon

Source Post ↗

. @dwarkesh_sp just made a massive bull case for the neoclouds $NBIS $AGPU $IREN $SHAZ $WYFI $CRWV Lab revenue is 10x-ing while lab compute is only 3x-ing. Either margins go to the mid-90s, which he calls crazy and I agree, or compute gets 10-15x more expensive. The labs

AI visual note: The image contains text arguing that as AI models become smarter, they will better monetize compute, suggesting an H100 should rent for over $250k per year (15x current spot prices) if a human-level software engineer could run on it. This supports the post's bull case for neoclouds ($NBIS, $AGPU, $IREN, $SHAZ, $WYFI, $CRWV), as it reinforces the thesis that AI-driven compute demand could drive rental prices up 10-15x.

❤️ 3 likes · 🔁 1 retweets · 💬 2 comments 👁️ 1.7K views

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