[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.]

@jiahanjimliu Avatar @jiahanjimliu Jim Liu

Jim Liu posts on X about $iren, $nbis, $crwv, gpu the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours.

Engagements: XXXXXX #

Engagements Line Chart

Mentions: XX #

Mentions Line Chart

Followers: XXXXX #

Followers Line Chart

CreatorRank: XXXXXXX #

CreatorRank Line Chart

Social Influence #

Social category influence stocks #3424 technology brands finance cryptocurrencies countries

Social topic influence $iren #26, $nbis #11, $crwv #71, gpu #404, $cifr #361, bitcoin #6979, $irens #5, acquisition, chips, 12k #6

Top assets mentioned IREN Limited (IREN) Nebius Group N.V. Class A Ordinary Shares (NBIS) CoreWeave, Inc. (CRWV) Cipher Mining Inc. Common Stock (CIFR) Bitcoin (BTC) DigitalOcean Holdings, Inc. (DOCN) Shopify Inc (SHOP) Oracle Corporation (ORCL) Alphabet Inc Class A (GOOGL) Advanced Micro Devices (AMD) Equinix Inc (EQIX) Credo Technology Group Holding Ltd Ordinary Shares (CRDO) Microsoft Corp. (MSFT) Core Scientific, Inc. Common Stock (CORZ) Bitfarms Ltd. (BITF) NVIDIA Corp. (NVDA) TeraWulf Inc. (WULF)

Top Social Posts #

Top posts by engagements in the last XX hours

"@Mr_WhiskeyJack Fair. Diversification can be important for many investors. Have to do what works for you"
X Link @jiahanjimliu 2025-10-15T04:09Z 6194 followers, X engagements

"As wave X broader but still early finX like @SixSigmaCapital @JonahLupton starts researching Neoclouds/HPC I'd like to bat for $IREN. I have attached all my research posts that form my thesis. Wave X are the OGs that came before me and are at the frontier of IREN's developments: Wave X are tech finX @anandragn @moninvestor @DeepValueBagger @AlexfromBabylon; early TA @tempocap2 @sunxliao/@wayneliangs @cantonmeow; sharp macro @Tyler_Neville_ @GlobalCollapse. X. IREN's T3 Datacenter Background: X. IREN's Power Advantage: (xAI's Gas Turbines: X. IREN's Operational Advantage: (corrections: 4."
X Link @jiahanjimliu 2025-10-01T15:54Z 6184 followers, 115.5K engagements

"Great question. ERCOT is an open market. As demand outstrips supply prices rise. IREN curtailed for Bitcoin for savings. HPC has much higher revenue/MW so it make economics to pay higher rate. If you know power you know that if the grid shutdown it would very hard to bring to back up from X. Theres never X power on ERCOT grid or an entire transmission region would go down. Curtailment is about price"
X Link @jiahanjimliu 2025-10-15T04:06Z 6184 followers, XXX engagements

"@MVanbrunsc47513 @BagelC47 @babyfolio @MB_Hogan @ilzmcfly (1) (2) (3) (4) (5) (6) (7)"
X Link @jiahanjimliu 2025-10-15T05:37Z 6212 followers, 1486 engagements

"Looking at $IREN's recovery in after hoursfrom $XXXXX to $XX and now $XX. This is a strong sign that there are strong active buyers IREN options had high gamma due to the large number of calls that became in the money from it's rapid price movement. Gamma drives the need for call sellers to hedge by buying underlying IREN shares. The XXX% tariff announcement crushed gamma and cause the fall to $XXXXX. Active buyers bought the dip after hours to $XX and now $XX. Monday is Columbus day but market will be open. Short term movements of the whole market (besides rare earths) will depend on Trump's"
X Link @jiahanjimliu 2025-10-10T22:20Z 6184 followers, 27.5K engagements

"2hrs of time to clean up AI generated workslop that would have taken junior engineers their X hour workday to write. 2hrs and 8hrs are both grossly exaggerated by the way - SDE spend most of their time reading designs/documentation reviewing code communicating in meetings"
X Link @jiahanjimliu 2025-10-13T16:09Z 6184 followers, 4890 engagements

"@MB_Hogan @SHL2632 @KobeissiLetter I tracked the $CRWV acquisition of OpenPipe recently. Although the OpenPipe team is fantastic Im dont see $CRWVs PaaS/SaaS standing out either at this time"
X Link @jiahanjimliu 2025-10-13T16:18Z 6162 followers, XXX engagements

"@RJCcapital "The market seems to have rewarded $IREN for aligning with $AMD" - your words. IREN has not aligned with AMD; IREN is also "adaptable across chip vendors over time""
X Link @jiahanjimliu 2025-10-14T22:56Z 6222 followers, XXX engagements

"@RJCcapital From your logic: X. IREN bought 1.2k chips from AMD - aligned with AMD. X. IREN bought 22k chips from Nvidia - aligned with Nvidia. So IREN is aligned with GPU companies in general That I can believe"
X Link @jiahanjimliu 2025-10-14T23:03Z 6183 followers, XXX engagements

"DataOne is a subsidiary of BSO which is on par with $EQIX and still had delays in the timeline when building for NBIS. Many other smaller partners would have bigger delays and even have uptime issues. At the end of the day Nebius chose a strong partner but I suspect DataOne will charge a premium compared to other Colo deals. I have no comments on whether DataOnes operations of the physical DC for GPUs and the gas turbines. On paper as a top DC operator they should do well"
X Link @jiahanjimliu 2025-10-04T23:25Z 6162 followers, XXX engagements

"$IREN: Vertical Integration Economics (reposted to fix modeling of GB300 rental prices) (ARR - Colocation/(DC + Land + Electrical Infra) - GPU - Infiniband/$CRDO HiWire Cabling) NBIS: 4.832/MW-yr IREN: 7.232/MW-yr Why does this Jim guy almost never do financial breakouts in his post Is he bad at math Despite spending a few summers at PROMYS math camp and qualifying for AIME I dont crutch onto numbers to analyze growth stage companies because financial breakouts are typically linear while developments in a fast moving industry result in piecewise non-continuous functions under uncertain"
X Link @jiahanjimliu 2025-10-06T03:05Z 6181 followers, 40.9K engagements

"@Docofgothm @MB_Hogan @KobeissiLetter $NBIS is clearly ahead of $DOCN in AI Cloud for developers. @MB_Hogan: I will never write a FUD post on NBIS because thats not who I am but in comments I express what Im seeing in the software industry. These will eventually be headwinds but NBIS can do well regardless"
X Link @jiahanjimliu 2025-10-13T15:37Z 6181 followers, XXX engagements

"Im most bullish $IREN but many others will do very well because this the best sector to be in. As the power crunch comes colocation contracts will be increasingly valuable. As each colo owner proves out it can build out the DCs designs their negotiation room will rise. Its all relative $IREN will outperform for its 17B mcap $CIFR will outperform for its 7B mcap. Long term I see $IREN as the best risk reward"
X Link @jiahanjimliu 2025-10-10T05:42Z 6206 followers, 42.4K engagements

"I see this as more inflation dynamics in verticals where de-globalization is splitting the supply chain. Although the US is unlikely to catch China on cost if this is a national priority for the U.S. they will settle for domestic supply at a much higher cost"
X Link @jiahanjimliu 2025-10-09T17:16Z 6181 followers, 5220 engagements

"(1) (2) (3)"
X Link @jiahanjimliu 2025-10-04T20:27Z 6155 followers, 3161 engagements

"The biggest misconception on Wall Street about $IREN is that AI Software Applications need to be deployed on one cloud provider. This use to be the case until latency due to lack of GPUs network latency. Now if you look at Shopify they use GCP as their main cloud provider and then make calls to Shopify software on Nebius bare metal GPUs (1). This is multi-cloud and why any Neocloud has an opportunity against AWS/GCP/Azure in the first place. As long as a Neocloud has a strength they can thrive in a Multi-Cloud Ecosystem. IREN's strength is that they will be able to operate 3GW of Bare Metal"
X Link @jiahanjimliu 2025-10-15T01:30Z 6209 followers, 15.3K engagements

"@wwhcheung8 As an investor community we will pull together research to make the right decisions Everyones on the team"
X Link @jiahanjimliu 2025-10-15T04:11Z 6184 followers, XX engagements

"$ORCL report was cherry picked FUD. This is the truth here. Amazon is raising GPU prices of H200 into Blackwell Ultra ramp"
X Link @jiahanjimliu 2025-10-09T14:20Z 6209 followers, 6126 engagements

"(1) (2) (3) (4) (5) (6) (7) (8) (9) (10) (11) (12) (13) (14) (15) (16) (17) (18) (19) (20) (21) (22) (23) (24) (25) (26) (27) (28)"
X Link @jiahanjimliu 2025-10-06T03:05Z 6117 followers, 5892 engagements

"Risk Analysis: Bare Metal GPU The idea that bare metal GPU sounds like a low moat easy to duplicate business is a misconception from the naming. For at least next 3-5 years bare metal GPUs will continue to be lucrative business. Lets review the NBIS-MSFT 17.4B deal for bare metal GPUs (1). Im estimating 6-9B for GPU/Switches 4B for DataOnes land power and DCs (2). So whats NBIS being paid 4-7B for To plug in the GPUs CIFR BITF etc all have land power cant it just stand up the DCs As I have said in (3) the difficulty in IaaS is to maintain 99.8%+ uptime. $NBIS is getting paid 4-7B because they"
X Link @jiahanjimliu 2025-10-10T04:44Z 6184 followers, 66.7K engagements

"@AlexfromBabylon @MVanbrunsc47513 Just like today we have Apple App store ecosystem vs Android that's more open source the future will be mix of both. In the Open Source realm what makes Nebius beat GCP or Databricks There's also a slew of startups like TogetherAI"
X Link @jiahanjimliu 2025-10-10T21:14Z 6209 followers, XXX engagements

"@holl66582 Good point Bare metal was one of the factors. Google also has good ads and search SaaS from their core business. The equivalent for IREN would be power in a power scarce western market"
X Link @jiahanjimliu 2025-10-15T03:55Z 6183 followers, XXX engagements

"@MB_Hogan This is indeed pretty bold statement. I havent seen it. Because the statement is a vague its subject for interpretation so its fair for NBIS investors to read with high aim"
X Link @jiahanjimliu 2025-10-15T04:00Z 6195 followers, XX engagements

"Preface: I'm no $NBIS fan as I'm almost all in $IREN. However I don't shy away from researching potential competitors. @MVanbrunsc47513 @BagelC47 @babyfolio @MB_Hogan @ilzmcfly are all NBIS investors who have engaged me with mutual respect so I'll pass on some research. Powered GPU datacenter are scarce enough where NBIS acquiring power doesn't impact IREN's roadmap. I think a possible next site is for NBIS is DataOne's Lyon/Villefontaine France site. This site started with 15MW and will scale to 200MW by 2026 and 400MW by 2028 (1). Besides known sites behind the meter sites are harder to"
X Link @jiahanjimliu 2025-10-15T05:37Z 6209 followers, 3648 engagements

"@RJCcapital Please no miss-information on IREN. IREN's has 22k Nvidia GPUs and 1.2k AMD GPUs. There's no brand allegiance between IREN and AMD. IREN is up today because of it closed on a 1B X% XXXX% conversion premium convertible"
X Link @jiahanjimliu 2025-10-14T22:25Z 6184 followers, 5378 engagements

"@jazzzroyale Thanks Jazz More IREN researchers = more complete thesis Decentralized stock research the best thing since BTC"
X Link @jiahanjimliu 2025-10-15T04:18Z 6184 followers, XXX engagements

"@wallstengine This is from their OpenPipe acquisition:"
X Link @jiahanjimliu 2025-10-09T03:42Z 6134 followers, XXX engagements

"Found another objective $NBIS analyst: @ilzmcfly. He holds $NBIS since $XX and is trying looking into their Colo and other capex beneath the 17.4B MSFT deal. Again I wish $NBIS was more equally transparent about the details of the deal beyond the top line and big MSFT name"
X Link @jiahanjimliu 2025-10-05T17:51Z 6182 followers, 8512 engagements

"Im a software engineer myself and use smaller clouds like $DOCN for personal projects. I think $NBIS will do well for next 1-2 years. Beyond that software layer will get increasingly competitive. Im putting this in a comment to avoid FUD posting but I am commenting on the signs I see"
X Link @jiahanjimliu 2025-10-13T15:33Z 6219 followers, XXX engagements

"In a normal world you will bet on $MSFT - $NBIS DataOne stack due to reputation. However in a world constrained by powered data centers with 99.8%+ uptime the same end customers will have no choice but to give TogetherAI - $IREN a try. You can see evidence of this in IREN's pre-contracted GPUs. This chance is all $IREN needs to show the world that they are a world class IaaS operator. Clued-in investors will know their success story with Poolside. Then $IREN will do this for 3GW"
X Link @jiahanjimliu 2025-10-15T01:24Z 6209 followers, 19.1K engagements

"OpenAI DevDay 2025: Monitoring the AI PaaS/SaaS developments with @MVanbrunsc47513 here are my takeways from OpenAI DevDay. Sorry if I am bearish but there are definitely concerns to be addressed. Agent Builder OpenAIs foray into introducing agentic workflow for non-coding people. Software developers generally prefer code over GUI as it gives them nuanced control to integrate beyond the boundaries of a framework while a GUI is often limited by what is supported by the platform or at least outside integration often feels clunky. However for masses to adopt AI workflows Agent Builder seems like"
X Link @jiahanjimliu 2025-10-10T18:46Z 6152 followers, 11.8K engagements

"I personally dont trade short term price action on $IREN but holding through short term volatility is a pre-requisite for long term. Recently there are two factors: X. As @Umbisam has stated below JPM has financial incentive to see the $CORZ/$CRWV deal go through without CORZ negotiating a higher price. IREN going up gives CORZ negotiation leverage. By suppressing IREN JPM protects its large holding/bonds in CRWV. X. Recently Neoclouds have been landing large deals like todays CRWV Meta contract. $NBIS $CRWV $IREN trade in a basket of Neoclouds and CRWV doing well puts upward pressure on IREN"
X Link @jiahanjimliu 2025-09-30T15:08Z 6162 followers, 23.7K engagements

"@litigious_dulce had this 🎯 $X call just a month ago and @bitcoinbutcher1's BITF CEO Interview. Not in $BITF myself but big congrats to these people that shared also DD/TA on $BITF: @FransBakker9812 @scludweed @midlevelcruiser @sunxliao @wayneliangs"
X Link @jiahanjimliu 2025-10-13T22:09Z 6181 followers, 3963 engagements

"@cuantitative Yup GCP is probably the most AI heavy clouds out of the hyperscalers (AWS/Azure)"
X Link @jiahanjimliu 2025-10-15T03:57Z 6184 followers, XX engagements

"Let's not mid-curve the Neoclouds $IREN $CRWV $NBIS. @davidwurtz co-founder of Google drive and now VP at Shopify swapped most of his $NVDA position which he held for years for $IREN. David is better at evaluating software and hardware than me and probably most people on X"
X Link @jiahanjimliu 2025-10-06T21:30Z 6184 followers, 42.5K engagements

"@AlexfromBabylon @daniel_koss @TheKamaHsutra Factors to consider: X. Nebius-DataOneColocation is XX years and MSFT-Nebius is years. See: X. DataOne as a division of BSO (private company since 2004) is more reputable and established than $CIFR and $WULF is likely to command premium"
X Link @jiahanjimliu 2025-10-11T17:21Z 6130 followers, XXX engagements

"Weak $ORCL bear report. It's a hodgepodge of out-of-context semi-conflicting statements: X. "100m loss on Blackwell GPUs". X. "14% gross margins". X. "In some cases Oracle is losing considerable sums on rentals of small quantities of both new and older version of Nvidia's chips". - How many qualifiers can you add Which one is it Lol"
X Link @jiahanjimliu 2025-10-07T23:04Z 6209 followers, 7019 engagements

"@cryptonoobsauce Decentralize stock research is the best thing since Bitcoin"
X Link @jiahanjimliu 2025-10-15T03:53Z 6184 followers, XX engagements

"Great question Bagel Nebius' current XX% gross margins reflect it's revenue from it's Finland datacenter which Nebius owns the power land and physical operations. The DataOne impact on margins have not show up on the finance sheets yet since it's a signed contact for future revenue. IREN also got it's power for cheap and builds DCs are a lower price than the industry so it wouldn't be pouring billions into the DCs. The GPUs will be a high cost for everyone. Hyperscalars do BOTH leasing and in house model"
X Link @jiahanjimliu 2025-10-04T23:14Z 6156 followers, 1539 engagements

"$IREN: Vertical DC Integration What it mean for IREN to have vertical integration for its datacenters We take a look a this article from DataXConnect: Nebius becoming a DataOnetenant for the next XX years (1). $NBIS provides the designs for DataOne to build DataOne owns the power land substations transmission infrastructure backup generation and facility operations $NBIS is paying colocation to DataOne The 3.7B that Google/Fluidstack is paying $WULF for 200MW (2) The 3B that Google/Fluidstack is paying $CIFR for 168MW (3) Nebius is paying DataOne on order of 5.45B for their 300MW. Its"
X Link @jiahanjimliu 2025-10-04T20:26Z 6181 followers, 110.6K engagements

"$IREN's Most Likely Partner for SW1: OpenAI For a site as large as SW1 the fastest path to monetization would be partner and use cashflow to continue to expand its full owned CSP when Vera Rubins come out in 2027 on SW2 and future sites/expansions that @FransBakker9812 is finding clues for such as (2). @litigious_dulce explains the insane economics Vera Rubins and how Blackwells economics will pale in comparison (3) so its important for IREN to time their self-bought chips for Vera Rubins. I will explain why IREN-OpenAI makes sense for both parties. OpenAI: The first key fact is that a"
X Link @jiahanjimliu 2025-10-07T06:17Z 6183 followers, 32.6K engagements