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@jiahanjimliu Avatar @jiahanjimliu Jim Liu

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

Engagements: XXXXXXX #

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Mentions: XX #

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Followers: XXXXXX #

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Social Influence

Social category influence stocks #1434 finance XXXXX% technology brands XXXXX% countries XXXX% celebrities XXXX% automotive brands XXXX% cryptocurrencies XXXX% fashion brands XXXX% social networks XXXX%

Social topic influence $iren #3, ai 7.34%, $nbis #22, all the #1409, microsoft 3.67%, open ai #603, canada 2.75%, $googl 2.75%, databricks 2.75%, contracts XXXX%

Top accounts mentioned or mentioned by @fransbakker9812 @shawnli_real @rjccapital @markosaaig @alexfrombabylon @umbisam @globalcollapse @thebtcminingguy @shawnlireal @landoinvests @atzaran3 @gavinsbaker @beyondfz @litigiousdulce @pdphilaphil @jackiespace @jindal_gautam @kashramki @thebigdegen @jrouldz

Top assets mentioned IREN Limited (IREN) Nebius Group N.V. Class A Ordinary Shares (NBIS) Microsoft Corp. (MSFT) Alphabet Inc Class A (GOOGL) Oracle Corporation (ORCL) Eos Energy Enterprises, Inc. (EOSE) CoreWeave, Inc. (CRWV) AST SpaceMobile, Inc. Class A Common Stock (ASTS) Rocket Lab USA, Inc. Common Stock (RKLB) Dell Technologies, Inc. (DELL) Cipher Mining Inc. Common Stock (CIFR) NVIDIA Corp. (NVDA) Tesla, Inc. (TSLA) GM (GM) Auroracoin (AUR) Inverse Finance (INV) Vertiv Holdings Co (VRT) Ondas Holdings Inc. Common Stock (ONDS)

Top Social Posts

Top posts by engagements in the last XX hours

"A lot of people are extrapolating IRENs foot in the door deal with Microsoft which has near breakeven economics. However IREN will be generating 1.5B revenue on 0.5B of earnings before SG&A and taxes once they finish retrofitting their Canada sites. They have prebuilt DCs which helps a lot with Capex and then leasing from Dell. As AI Platforms/AI Natives such as FireworksAI rise IREN will very profitable from them. Additionally subsequent hyperscaler deals will be better than breakeven and serve as anchor tenants"
X Link 2025-11-19T16:49Z 12.3K followers, 3934 engagements

"No wonder why Google must double compute every X months and is signing colocation deal with CIFR. A week after release Gemini compute cannot keep up with demand. $GOOG $CIFR and $IREN 1.4GW Sweetwater site"
X Link 2025-11-24T16:21Z 12.4K followers, 62.5K engagements

"Neoclouds: if you read where the moats are in optimizing GPU/TPU you will understand the harder software moat in performance gains is in compiler work dome by the frontier lab or AI native. This talks about invest in the compiler stack and get solid MFU. MFU is optimized around the workload and CUDA/NCCL provided by Nvidia and then wrapped by PyTorch/Tensorflow/JAX. Orchestration stack is not mentioned since its understood many Frontier Labs / AI Natives can optimize that and not the differentiator. This is why $ORCL states they have 700+ IaaS customers and their fastest growing segment is"
X Link 2025-11-28T16:54Z 12.4K followers, 25K engagements

"$NUAI: Behind the Meter Gas Turbines I typically don't partake in speculative power plays but I started a NUAI short/mid term position as XXXX% of my portfolio on the shoulders of @KashRamki and @litigious_dulce's research. Kash is an earlier IREN investor than me and almost never takes new positions and Dulce has a great coverage on the entire space. @gunnaosrs also pointed this out to me Nov X. Hyperscalers traditionally built DCs using grid connected power but have recently been willing to pay more and more for colocation. $CIFR's latest Google/Fluidstack extension is at 2.18m/MW-yr a"
X Link 2025-11-29T19:49Z 12.3K followers, 14.7K engagements

"(1) (2) (3) (4) (5) (6) (7) (8) (9) (10) (11) (12) (13) (14) (15)"
X Link 2025-11-29T19:49Z 12.3K followers, 7828 engagements

"@LandoInvests These are private companies but have multi billion dollar valuations. Over a hundred B in the case of Databricks"
X Link 2025-11-30T00:52Z 12.4K followers, XXX engagements

"Great tool by @AnishP144 for calculating $EOSE share price based on production lines from @bert_gilfoyle's spread sheets Bert is one of my top follows for EOSE"
X Link 2025-11-30T01:25Z 12.4K followers, 9840 engagements

"@ShawnLi_real @MarkosAAIG Lets take the 2029 notes for example. Assume 2029 share price is $XXX. The cap call protects between $XX and $XX which means 0-$13 and $25-$300 counts against dilution. Even though double seems like a lot once stock grows too much its approaches a share diluted"
X Link 2025-12-05T07:34Z 12.4K followers, XXX engagements

"Canada 1.5B Microsoft Horizon 1-4 1.94B Those are their official guide numbers and add up to 3.4B alone. They have XXX GW Sweetwater X site energized in April 2026. They also have Horizon 5-10 to sign once they make headway on Horizon 1-4. These have not been added because IREN only adds concrete numbers on signed deals"
X Link 2025-12-06T17:21Z 12.4K followers, XXX engagements

"This is the exact quote form their earnings call doesnt state hyperscaler: Achieving 20-30% EBIT margins will depend on factors like workload mix high utilization of our GPU fleet and software development. We also take a conservative view on depreciation using a 4-year schedule"
X Link 2025-12-06T17:48Z 12.4K followers, XXX engagements

"@ZaStocks Agreed Add in Databricks Anthropic and you will have the pentakill"
X Link 2025-12-07T16:23Z 12.4K followers, 1199 engagements

"@osoloco22 @ShawnLi_real @FransBakker9812 Anthropic is possible for 2026 Databricks is possible OpenAI floated 2027/2028. Everyone is looking at liquidity conditions"
X Link 2025-12-08T01:54Z 12.4K followers, XXX engagements

"@FransBakker9812 @qualfund @callah32 @litigious_dulce P/E of $CRWV and $NBIS are pretty high given they negative EPS. IREN is a mix of CIFR/CORZ and CRWV/NBIS. Plus lower P/E from XX to XX to XX. With very visible growth I give higher P/E and lower once theres less viability for growth beyond that"
X Link 2025-12-08T15:31Z 12.4K followers, 1778 engagements

"using a mass driver (electromagnetic railgun) to accelerate AI satellites This seems 100x harder than roadster and will take longer than FSD from 2915-2027. Microsoft piloted undersea datacenters for thermal efficiency but engineering reality hits when maintenance is required. If a server needs to switch a AEC/AOC cable or replace uneven level wear on a device you going to send someone to space or moon to do the adjustment"
X Link 2025-12-08T17:30Z 12.4K followers, 1298 engagements

"@GlobalCollapse @StockMeetUps They already paid off the DCs and ASICs with previous dilution so 425M is pretty close to cashflow"
X Link 2025-12-09T00:20Z 12.4K followers, XXX engagements

"Self Driving Survey Passenger Transport Tier 1: $TSLA FSD $GOOG Waymo Tier 2: Zoox $NBIS Avride Tier 3: Motional Mobileye $GM (Cruise folded back in) Tier 4: Mozee $F (ArgoAI folded back in) AiMotive Imagry May Mobility Trucking Tier 1: $AUR Aurora $TSLA Semi Tier 2: KodiakAI $KDK Gatik Tier 3: Torc Tier 4: Ghost Autonomy Food Delivery (Number of Deliveries) Tier 1: Starship (9 million+) Tier 2: $NBIS Avride (200k+) $SERV Serve Robotics (100k+) Kiwibot (300k+) Tier 3: Nuro (Pivot to self driving licensing partnership with Nvidia+Lucid) Teir 4: Marble Robotics China: PonyAI Baidu Apollo AutoX"
X Link 2025-12-03T05:59Z 12.4K followers, 9395 engagements

"@MB_Hogan IRENs 3-4B isnt end of 2026. Its just signed contracts. They will sign SW1 in April and have X months to build that out. They will also sign H5-10 around May/June of 2026 if not earlier and have X months to build that out"
X Link 2025-12-06T06:40Z 12.4K followers, 3949 engagements

"I like Nebius operation uptime Clickhouse and think Avride has potential especially with their Dallas launch and appreciate their ambition and strategy. However I have a different view on how software companies will be able to close the software gap with Nvidia providing more of the software. Detailed cost breakouts can disprove my view but Nebius has yet to provide those. Until then everyone has to forge their own views"
X Link 2025-12-07T16:12Z 12.4K followers, XXX engagements

"@PDPhilaPhil @FransBakker9812 This is one of the points of debate within the IREN community. 200MW IT or 300MW total load built in 2026 and 300MW IT or 450MW IT retrofitted out for Horizon 5-10 at Childless and then focus to accelerate Sweetwater into 2027"
X Link 2025-12-08T04:59Z 12.4K followers, 2005 engagements

"@theBTCMiningGuy You got that right BMSG. And the CEO is a finance guy too not even an engineer. Any engineer would have done a better job. To be fair they have decent software engineers"
X Link 2025-12-09T00:36Z 12.4K followers, 1389 engagements

"@nanotitan28 ❤. If it lifts the whole sector Im all for it"
X Link 2025-12-09T04:56Z 12.4K followers, XXX engagements

"@callah32 Agreed. As long as AI capex holds up Coreweave will make it"
X Link 2025-12-09T04:58Z 12.4K followers, XXX engagements

"@Atzaran3 @McnallieM @danroberts0101 Wow thats a lot of FUD. IREN has big pipeline in Oklahoma and Canada"
X Link 2025-12-09T16:20Z 12.4K followers, 1117 engagements

"@ShashiGurufocus @Umbisam NUAI are definitely natural gas people. I definitely see your points that they are not datacenter and not as power focused. However their expertise is natural gas and their location has triple redundancy pipelines. Judge is still out on this one"
X Link 2025-12-09T16:24Z 12.4K followers, XXX engagements

"@rreddi @FransBakker9812 @BagelC47 @_Sgr_A_Star Earnings call referenced 19k per Horizon so 76k total"
X Link 2025-12-09T23:05Z 12.4K followers, XXX engagements

"After reviewing insightful points from @GavinSBaker @Jackie_s_pace @AlexfromBabylon @anandragn @Umbisam: SpaceX $ASTS $RKLB will be necessary diversification for $IREN $EOSE $NBIS $INV $VRT and all terrestrial data centers plays and doubly so around cooling. Although terrestrial datacenters will still be strong for the 5-10 year time frame the market is forward looking by 2027 I am aiming for 10-15% in those three space names. The stock market rewarding ASTS/RKLB shows that"
X Link 2025-12-11T00:51Z 12.4K followers, XXX engagements

"@FransBakker9812 @Sean__James @GlobalCollapse Great point on the GPU debt Frans. Could it be for H3-4 (1.5B) and then some left over"
X Link 2025-12-02T15:10Z 12.4K followers, 2222 engagements

"I think right now there's a bear trap in AI infrastructure names. There is committed Mag7 capex and mid-term election year stimulus to hold up 2026 along with GB300 trained models and Vera Rubin excitement. All these labs will likely IPO into peak AI sentiment and there will be the real test of whether it will be a top or a 1999-2001/1927-1929 extended top or AI will really deliver. As a software engineer I didn't have any complex trade strategies for this double bottom $IREN pullback but I'm simply positioned in common shares for 2026 and will continue to research"
X Link 2025-12-03T04:14Z 12.4K followers, 20.6K engagements

"12/3/25 Portfolio: $IREN 95.85%: I bought more IREN by selling TSLA so despite IREN falling it's a larger % of my portofolio. I don't use margin but I use my TSLA position as funding by selling TSLA to buy IREN when IREN gets low. I'm have been down X figures for some time now. Everyone needs to measure their own risk; my family has mitigated risk by putting large down payments on our two mortgages so that we can cashflow the mortgages plus life expenses. The down payments if put in IREN would have paid off the houses multiple times but unlike what it seems I do implement risk mitigation. My"
X Link 2025-12-03T17:25Z 12.4K followers, 44.8K engagements

"@accounting_ds I have a acquaintance working for them and hes pretty bright. I havent done a deep dive on their business but I believe @anni_sen was interested at one point"
X Link 2025-12-06T18:31Z 12.4K followers, XXX engagements

"@FransBakker9812 @PDPhilaPhil This makes sense. Then IREN has the capacity to move all forces to SW1 in 2027"
X Link 2025-12-08T05:06Z 12.4K followers, XXX engagements

"I acknowledge my mistake in exiting $ONDS. Congrats to @SeekTheAlpha @bodoxstocks for the research to hold. X. I didn't have visibility into their contracts. X. I overweighted the importance of Acuna capital relative to the rest of their business"
X Link 2025-12-08T18:35Z 12.4K followers, 24.8K engagements

"Neoclouds: Why Wall Street is hating on Neoclouds right now. $CRWV decided to do regular debt at X% interest rate instead convertibles at $XXX share price so XX% of their revenue goes to interest costs X. "CoreWeave's interest expense on debt for the third quarter of 2025 (Q3 2025) was $XXX million. The company expects its total interest expenses for the full year 2025 to be between $XXXX billion and $XXXX billion." X. "CoreWeave (CRWV) has a full-year 2025 revenue forecast of between $XXXX billion and $XXXX billion." CRWV has a higher % of interest cost as percentage revenue than the US"
X Link 2025-12-09T00:30Z 12.4K followers, 29.6K engagements

"@theBTCMiningGuy Haha imagine XXX% of revenue going to interest costs. Will literally need the Jerome Powell's Covid printer to fix that one"
X Link 2025-12-09T00:46Z 12.4K followers, XXX engagements

"Although in hold X% of my portfolio as AI I have full respect for @Umbisam for his bear takes. One of the most careful guys out there"
X Link 2025-12-09T15:55Z 12.4K followers, 14.3K engagements

"@pred3500 @mikealfred Seems good to have liquidity in the Neocloud market but whats the case for acquiring Coreweave Most of their power and GPU is locked up in customer contracts. Is this a private equity deal"
X Link 2025-12-09T21:54Z 12.4K followers, XXX engagements

"If they do that then they will have to pay either the SpaceX or RKLB toll like everyone else. They will pay for launch as well as satellite solutions. However there just like there is still oil drilling in Saudi Arabia despite US being the biggest producer. There will still be datacenters on earth despite space having the most datacenters eventually"
X Link 2025-12-10T23:00Z 12.4K followers, 1159 engagements

"@Umbisam ❤. Ah I see that is the dominant factor and is the single thing that may deflate with larger yield coming in 2026 and the need for power to put them"
X Link 2025-12-11T01:17Z 12.4K followers, XXX engagements

"$IREN: Table of Contents for Stage X Research X. Financial Model WebApp + Key Observations: X. IREN's T3 Datacenter Background: X. IREN's Secured Power Advantage: X. Levels of Scarcity and Moving up the Value Chain: X. Nvidia's Interest in Neoclouds: X. IREN IaaS Market Segment in Cloud: X. IREN Role in Multi-Cloud: X. Why IREN will get Higher Topline for Horizon 5-10: X. Key Partnership: FireworksAI: The people I followed for my wave X journey as a lurker:"
X Link 2025-11-11T07:08Z 12.4K followers, 136.3K engagements

"$IREN Financial Model Update Sentiment has recovered a little today. Its important to look at the fundamentals and understand the situation of why the stock is down. We will also have an independent audit from @MarkosAAIG who is a day X $NBIS investor and runs his own fund in the Netherlands. We will focus on X stats: X. Run rate revenue based on contracts and expected contracts by end of 2026. X. Run rate revenue based on built out DCs by end of 2026. X. Discussion of how media narratives of AI shift focus from EBIT to X year cashflow. X. Price targets - I've made my model available for"
X Link 2025-12-05T06:03Z 12.4K followers, 91.7K engagements

"@TheBigDegen is a $IREN seed investor. There are at X other people on X with gigantic holdings X of them a non-seed investor. XX whales with X digit positions at $XX (LEAPs are volatile) many quiet on X. Im a X digit common shares 🦐"
X Link 2025-12-10T08:06Z 12.4K followers, 26.9K engagements

"I have the highest respect for @GavinSBaker so I'll ask him this question around space vs terrestrial datacenters: Let's assume all scientific methods for cooling bitflips etc are a non-issue I don't doubt Elon and his team's ability to solves these. So then it boils down to launch cost. X. Launch cost is SpaceX's main revenue line. Starlink alone doesn't justify 1.5T IPO targets. X. Launch cost is the extra cost that space datacenters incur over terrestrial datacenters. Each NVL72 is 3300 pounds (1) 1GW of GB300s is 23000*20 NVL72s so 1GW of GB300s is 759000 tons This doesn't include the"
X Link 2025-12-10T20:48Z 12.4K followers, 17.3K engagements

"3. Redundant coms doesn't mean the inference happens in space. These are takeover scenarios where human intervenes. Remote coms is needed but not remote inference is not needed. Thus this has no incremental demand to space DCs nor terrestrial DCs. However this is revenue for Starlink/ASTS's communication network. I work this exact project at ArgoAI I know all the components/logic very well. There is already GPU redundancy and full power/cooling/networking on vehicle. If local GPU full redundancy already failed then the case is for human takeover not redundant inference in space/terrestrial DCs"
X Link 2025-12-10T21:32Z 12.4K followers, XXX engagements

"The simplest way to view is this: X. Shale oil gave the world abundant oil since 2014. Saudi Aramco is still making bank because of their lower costs structure. X. Space datacenter will give the world abundant electricity. $IREN $NBIS $CRWC terrestrial datacenters will still make bank because of their lower cost structure"
X Link 2025-12-10T22:00Z 12.4K followers, 2688 engagements

"$IREN $NBIS: Final Thoughts on Space Datacenters X. Shale oil gave the world abundant oil since 2014. Saudi Aramco is still making bank because of their lower costs structure. X. Space datacenter will give the world abundant compute electricity. $IREN $NBIS $CRWW terrestrial datacenters will retain their levels of profitability because of their lower cost structure. Cost Structure X. Electricity cost is where Space DCs shine but is not a major cost; instead the avlue is in access to power. Electricity bill itself is 10-15% of percentage Opex even lower in West Texas. Opex is dominated by mcuh"
X Link 2025-12-10T22:43Z 12.4K followers, 23.4K engagements

"$ORCL Earnings: Sector Leader for $IREN - XXX% or 0.1B/16.1B Revenue Miss (1) - IaaS revenue acceleration from XX% to XX% YoY (2). This is $IREN's bread and butter so this is good. - 2026 CapEx 15B higher than expected (3). $IREN isn't the only one with overrun cost. ORCL is heralding more increasing capex for the sector. Result: Leader ORCL down - IREN down. (1) (2) (3)"
X Link 2025-12-10T23:05Z 12.4K followers, 15.3K engagements

"Starlink and many space Satellites don't need max compute power so they easily run on CMOS + RHBD nodes at 65nm or 90nm which are radiation tolerant and there's no problem having triple redundancy with error correcting codes and software checks. For the really critical logic 150180 nm Rad-Hard Silicon on Insulator (SOI) is SEL immune"
X Link 2025-12-11T06:23Z 12.4K followers, 4263 engagements

"@mylittleoreo1 In a 3-4 months when Sweetwater X energizes we are likely to see IREN sign one or more of ORCL and CRWVs top names. Only one miner can do this and its $IREN"
X Link 2025-12-11T07:29Z 12.4K followers, 4876 engagements

"Sentiment incorrectly down on OpenAI. ChatGPT-5.2 came back with a vengeance Sentiment down on AI Infrastructure names like $IREN. $IREN to come back with vengeance H1 2026 with SW1 and H5-10 on deals with better economics now that it's not IREN's first major deal. I'm a believer in ChatGPT-6. The three Nvidia horses in the frontier model race OpenAI xAI Anthropic will see dramatic performance improvements once GB300 models are trained late 2026 or H1 2027. Gemini still strong for video multi-modal from data lead but GB300 may level the playing field there too"
X Link 2025-12-11T19:16Z 12.4K followers, 6100 engagements

"Some people are saying I hate $NBIS but I was: X. The first one to call out NBIS's Microsoft deal was more profitable than IREN's when we thought it was 100k GPUs. X. Call out that CUDA Tile doesn't impact NBIS/CRWV: X. Gave Avride a high rating on passenger transport and food delivery: X. Have always said Clickhouse was great. Any post I have unfavorable to NBIS well cited so if there's anything wrong in my logic feel free to discuss. I'm not invested in NBIS but I don't hate it. I hate when NBIS people spread software myths on the whole cloud space as if only PaaS was important and IaaS was"
X Link 2025-12-07T02:36Z 12.4K followers, 22.6K engagements

"Totally agreed with @MarkosAAIG that OpenAI is getting a lot of undeserved hate. Having the GPUs to serve 900m weekly users is no small feat. ChatGPT-5 was underwhelming due to the fact that was designed around GPU consumption. Meanwhile: X. xAI Grok throttles performance at peak hours. X. Google Gemini throttles latency at peak hours. X. Anthropic's Claude throttles on price and token limits. End user experience tells this story as OpenAI is still the leader in market share. X. Beneath OpenAI's uncertain big GPU commitments that raise funding questions mark is the fact that having enough"
X Link 2025-12-09T23:51Z 12.4K followers, 13.1K engagements

"$IREN: Starcloud H100 in Space It's completely possible for two things to be true: X. Starcloud/SpaceX successfully operates small scale datacenters in space. X. IREN's datacenters on earth are very profitable. It all comes down to cost structure. If companies are willing to pay for the overhead of having datacenters in space then they will saturate the market for datacenters on earth until it reaches cost parity. Let's investigate: X. The biggest benefit of datacenters in space is having cheap and continuous solar but electricity cost is a very small cost relative to huge capex cost of GPUs."
X Link 2025-12-10T18:42Z 12.4K followers, 53.7K engagements

"I agree that many advancements that can be made including cooling. However launch mass is a real constraint being demonstrated by cost of launch Starship. Even if fully reusable cost to launch the following is very heavy: - Radiation shielding - New radiation thermal equipment - Laser communications arrays - All the weight for the power distribution networking and GPU racks. This is Oracle's Abeline site: For 1GW you are looking at hudnreds of thousands of metric tons launch weight. For the distributed argument this already exist on earth. How come we can't build solar panels on every home"
X Link 2025-12-10T20:03Z 12.4K followers, 5063 engagements

"Yes I agreed there will be some form of hybrid so its all about the details: X. Latency for terrestrial fiber is 5-30ms. Starlink is 20-40ms. Terrestrial has better latency. X. If cost to launch comes down drastically then SpaceX launch revenue goes down drastically. SpaceX launch revenue is literally a percentage of total launch cost. They wont be able to command enough launch profits/recenue to sustain 1.5T market cap since Starlink alone doesnt command that premium. X. Autonomous vehicles and robots do not use 6G Waymo has 4x H100 onboard the vehicle and Optimus has HW1 in the torso."
X Link 2025-12-10T20:24Z 12.4K followers, XXX engagements

"@Jackie_s_pace @GavinSBaker Thanks Jackie Without doubting any of the scientific progress it all comes down to the launch weight. Launch weight is SpaceX's revenue and launch margins are SpaceX's margins. Launch revenue is margin for terrestrial grid connected data centers"
X Link 2025-12-10T21:06Z 12.4K followers, XXX engagements

"$IREN: Big shoutout to @Jackie_s_pace for finding a very good hole in my weight argument is that XXXX% of the weight in NVL72 is around cooling: @jenzhuscott has pointed out international space station already has thermal management issues despite huge deployable radiators: Tech has gotten alot better than International Space Station which is 8-15 tons to dissipate 70kW. Radiation cooling scales with surface area and modern have improved 70x so XXX tons / MW which is small compared to a Starship Launch capabilities of 5k tons payload. @AlexfromBabylon - Jackie pointed out big win for your"
X Link 2025-12-11T00:15Z 12.4K followers, 11.5K engagements

"$IREN: Post Final Thoughts on Space DCs: Narrative Hit The Space DC narrative hit me hardest out of all the recent narratives because it's outside my area of expertise and I look out on a long time horizon. I took this one very seriously after @Jackie_s_pace pointed out that most of weight in NVL72 was around cooling and cooling in space would be radiation mechanism which could be lighter using modern techniques. This was a large oversight on my part. Also had great stress-test feedback from @Umbisam @anni_sen @AlexfromBabylon @sri_sri_dokania @Bob366466 @jenzhuscott and a great post (1) from"
X Link 2025-12-11T02:15Z 12.4K followers, 23.6K engagements

"$IREN: Rough day with space DC narratives way over budget ORCL CapEx and weak sector price action but after sorting out the long vs very long time frames to profitably scale space DCs I'm remain steadfast 95%+ LONG $IREN for $150-$200 in 2026 Thanks for all the great feedback from the community Let's Go Both all be true: X. SpaceX $ASTS $RKLB can be successful with space DCs on the very long time frame. X. We need powered GPUs now and IREN has a good chance of retaining it's level profitability for terrestrial DCs in the Space DC scenario. X. Space DCs will unlock abundance in compute"
X Link 2025-12-11T02:38Z 12.4K followers, 23.7K engagements

"Like Tommy sees from the TA here I believe $IREN's recovery will be gradual and then we will see bigger moves Feb-April 2026"
X Link 2025-12-11T19:19Z 12.4K followers, 6247 engagements