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Kamahsutra

@TheKamaHsutra · joined 22 Jul 2021

Relentless. Embrace the volatility. NFA.

11 692Followers
193Following
9 679Posts total
3.6MViews on collected posts

Growth & engagement

How the posts we collected actually performed: views and reaction rate post by post, what the audience did with them, and where the follower count goes.

Views per post

41K17 Aug
162.8K31 Aug
2.9K1 Sep
139.4K5 Sep
4.9K
51.6K29 Oct
1.7K
29.3K3 Nov
20.7K23 Dec
29.1K26 Dec
33.4K7 May
84
23.7K
728 May

Last 14 collected posts, oldest on the left. The scale is logarithmic: one post can outrun the rest a hundred times over.

Engagement rate per post

0.50%17 Aug
0.44%31 Aug
0.94%1 Sep
0.16%5 Sep
0.88%
0.16%29 Oct
0.17%
0.30%3 Nov
0.71%23 Dec
0.83%26 Dec
0.68%7 May
1.19%
0.74%
0.00%8 May

Reactions — likes, reposts, replies and quotes — divided by views.

What the audience does

Likes77.6%4 625 in total
Reposts6.2%372 in total
Replies6.8%407 in total
Quotes1.2%70 in total
Bookmarks8.1%484 in total

Share of every reaction we collected for this account. Replies mean argument, reposts mean endorsement, bookmarks mean the post was worth keeping.

Followers by day

5 Sep

Daily snapshots since 05 Sep 2026; the dashed line is the starting count.

Latest posts

@TheKamaHsutra @Bios4L @JacquesBahou @IAmClintMurphy How many 1GW+ sites? Follow the money. What NVDA is doing with IREN is not exclusive. While self serving, this is another brilliant move by NVDA. It’s a win win. 72 views · 0 likes · 0 reposts · 0 replies 08 May 2026 · Open on X →
So far, 2 of those partnerships/deals have come to fruition in my "Where $IREN Fits into the AI Ecosystem" map. Will there be more? Is 2, with the biggest fish in the game, enough to make IREN the dominant player in AI Infrastructure? 23.7K views · 157 likes · 3 reposts · 14 replies 07 May 2026 · Open on X →
@TheKamaHsutra @Bios4L @JacquesBahou @IAmClintMurphy You are g.o.a.t. 84 views · 1 likes · 0 reposts · 0 replies 07 May 2026 · Open on X →
Was there ever a doubt that a partnership between $IREN and $NVDA would happen? Nah... there was a cult that was convinced this would happen for a long time now, it was inevitable. 33.4K views · 195 likes · 7 reposts · 21 replies 07 May 2026 · Open on X →
Just as we saw new peaks in 2025 for $IREN, we will see new peaks for IREN in 2026. IREN is an AI infrastructure juggernaut in the making, with an unmatched track record of execution. Stay focused $IREN shareholders, look towards to oncoming Horizon and we will find new heights. 29.1K views · 217 likes · 6 reposts · 16 replies 26 Dec 2025 · Open on X →
Here is a quick though for my buddy @Lazarus_Capital, if hyperscalers were really confident that they can get enough power and build all the DCs they need in the next 5 years, then they wouldn't be signing colocation deals for 15 years out with options for even longer. There will 20.7K views · 134 likes · 3 reposts · 8 replies 23 Dec 2025 · Open on X →
Here is the slide that didn't get previewed on my post. https://t.co/befG6qM1gA 29.3K views · 81 likes · 5 reposts · 2 replies 03 Nov 2025 · Open on X →
@TheKamaHsutra @Bios4L @JacquesBahou @IAmClintMurphy That looks like Arizona 1.7K views · 2 likes · 0 reposts · 1 replies 29 Oct 2025 · Open on X →
@Bios4L @JacquesBahou @IAmClintMurphy No, I actually don't think that is too optimistic. $IREN's SW1 can be a the first large scale 1GW+ deployment of the new Vera Rubin CPX designed for 800VDC from the ground up. https://t.co/OtuzxdToZY Why does Jensen keep talking about 1GW+ 51.6K views · 66 likes · 9 reposts · 4 replies 29 Oct 2025 · Open on X →
Speaking of Lambda, which I used their B200 GPU hour pricing to help model out $IREN's CSP revenue above. It was announced that $NVDA had signed a $1.5 billion deal to lease 18k GPUs over 4 years. Looking more closely at the reported terms of the deal and what Lambda could be 4.9K views · 39 likes · 1 reposts · 3 replies 05 Sep 2025 · Open on X →
🚨Much Improved $IREN napkin math for CSP!!🚨 The above post was already quite long and I didn't want to really dive deeper into the math in the same post. The math above still works, but it's very napkin in nature, and doesn't take into more real world scenarios and costs. I htt 139.4K views · 171 likes · 21 reposts · 23 replies 05 Sep 2025 · Open on X →
@TheKamaHsutra Did you say hyperscaler? 2.9K views · 25 likes · 0 reposts · 2 replies 01 Sep 2025 · Open on X →
🤯🤯A New Paradigm shift for $IREN🤯🤯 I don't use the mind blown emoji often, but when I have used it, like I did for $IREN's BTC mining fleet around the same time last year, the predictions came out almost exactly to be true. It transformed IREN into a FCF machine. After the http 162.8K views · 571 likes · 80 reposts · 51 replies 31 Aug 2025 · Open on X →
The hyperscalers are here... the hyperscalers are here!!! Well, sort of... Before I talk about the WULF deal signed earlier this week, I would like to congratulate a couple of friends who had very strong conviction about a WULF deal being done for their earnings call, for very h 41K views · 171 likes · 16 reposts · 17 replies 17 Aug 2025 · Open on X →
Here’s a truth bomb that most investors will miss until it’s too late: IREN isn’t just working on partnerships with hyperscalers on a project by project basis. It’s also quietly and organically growing in to a hyperscaler itself. 3M views · 2.7K likes · 217 reposts · 236 replies 08 Jul 2025 · Open on X →
Energization and revitalization is what vacations are for. Having been away on holidays for almost 2 weeks allowed me to just focus on enjoying life and not follow the day to day price action of the miners. It is highly recommended to step away from the market from time to time h 37K views · 99 likes · 4 reposts · 9 replies 19 Dec 2024 · Open on X →

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