# ![@jaysyoon Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1056952266.png) @jaysyoon Jay Yoon

Jay Yoon posts on X about $lite, $bmnr, $glng, $tln the most. They currently have [-----] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::1056952266/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1056952266/c:line/m:interactions.svg)

- [--] Week [-------] +80%
- [--] Month [-------] +236%
- [--] Months [-------] +300%
- [--] Year [-------] +504%

### Mentions: [--] [#](/creator/twitter::1056952266/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1056952266/c:line/m:posts_active.svg)

- [--] Week [--] -24%
- [--] Month [--] +44%
- [--] Months [---] +84%
- [--] Year [---] +211%

### Followers: [-----] [#](/creator/twitter::1056952266/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1056952266/c:line/m:followers.svg)

- [--] Week [-----] +7.50%
- [--] Month [-----] +18%
- [--] Months [-----] +53%
- [--] Year [-----] +100%

### CreatorRank: [-------] [#](/creator/twitter::1056952266/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1056952266/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  45.11% [finance](/list/finance)  36.84% [technology brands](/list/technology-brands)  13.53% [cryptocurrencies](/list/cryptocurrencies)  11.28% [countries](/list/countries)  6.77% [currencies](/list/currencies)  2.26%

**Social topic influence**
[$lite](/topic/$lite) #24, [$bmnr](/topic/$bmnr) 10.53%, [$glng](/topic/$glng) 9.77%, [$tln](/topic/$tln) 8.27%, [$eth](/topic/$eth) 6.77%, [$vst](/topic/$vst) 6.02%, [$hnrg](/topic/$hnrg) 6.02%, [$iren](/topic/$iren) 5.26%, [$nbis](/topic/$nbis) 5.26%, [investment](/topic/investment) #1329

**Top accounts mentioned or mentioned by**
[@revnoproduction](/creator/undefined) [@realjimchanos](/creator/undefined) [@justfactstruth](/creator/undefined) [@bozriverguides](/creator/undefined) [@orbithigher](/creator/undefined) [@semianalysis](/creator/undefined) [@zphelps18](/creator/undefined) [@kermankohli](/creator/undefined) [@grok](/creator/undefined) [@aleabitoreddit](/creator/undefined) [@citrini7](/creator/undefined) [@enriqueabeyta](/creator/undefined) [@nestbetter](/creator/undefined) [@gabcasla](/creator/undefined) [@stevdaddario](/creator/undefined) [@redpillxr](/creator/undefined) [@djohnsoncpa](/creator/undefined) [@kingfishcap](/creator/undefined) [@jacobianres](/creator/undefined) [@lnginvestor](/creator/undefined)

**Top assets mentioned**
[Lumentum Holdings Inc. Common Stock (LITE)](/topic/$lite) [BITMINE IMMERSION TECH (BMNR)](/topic/$bmnr) [Golar LNG Ltd (GLNG)](/topic/$glng) [TALEN ENERGY CORP  (DE) (TLN)](/topic/$tln) [Ethereum (ETH)](/topic/$eth) [Vistra, Corp. (VST)](/topic/$vst) [Iris Energy Limited (IREN)](/topic/$iren) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Constellation Energy Corp (CEG)](/topic/$ceg) [CoreWeave, Inc (CRWV)](/topic/$crwv) [Cameco Corporation (CCJ)](/topic/$ccj) [Elevance Health Inc (ELV)](/topic/$elv) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Centene Corp (CNC)](/topic/$cnc) [UnitedHealth Group (UNH)](/topic/$unh) [Sandisk Corporation (SNDK)](/topic/$sndk) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Microsoft Corp. (MSFT)](/topic/$msft) [Burford Capital Limited (BUR)](/topic/$bur) [Bit Digital, Inc. (BTBT)](/topic/$btbt) [SBET (SBET)](/topic/$sbet) [ACM Research, Inc. Class A Common Stock (ACMR)](/topic/$acmr) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Coherent Inc (COHR)](/topic/$cohr) [Cloudflare, Inc. (NET)](/topic/$net) [Micron Technology, Inc. (MU)](/topic/$mu) [DeepSeek (DEEPSEEK)](/topic/deepseek) [Metadium (META)](/topic/$meta) [WhiteFiber, Inc.  (WYFI)](/topic/$wyfi) [Cipher Mining Inc. Common Stock (CIFR)](/topic/$cifr) [Applied Digital Corp. (APLD)](/topic/$apld) [Bloom Energy Corporation (BE)](/topic/$be)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$MU's earnings guidance for next quarter was approximately double consensus. I fully expect $LITE's FY [----] numbers to blow away consensus by a similar degree"  
[X Link](https://x.com/jaysyoon/status/2001724854634967268)  2025-12-18T18:42Z [----] followers, [----] engagements


"$185Bn of capex for $GOOG is very bullish for $LITE. Probably explains the AH pop in LITE shares"  
[X Link](https://x.com/jaysyoon/status/2019155533400563756)  2026-02-04T21:06Z [----] followers, [----] engagements


"As much as $LITE margins have already increased the margin expansion story is just beginning. Each of the following should provide significant boosts to margins over the coming quarters: 1) Recent pricing increases of 10% - 15% the majority of which have yet to flow through the P&L 2) Increasing 200G EML laser sales which carry 2x the ASP of 100G EML lasers 3) Initial sales of 200G differential EML lasers which carry even higher ASPs and margins than standard 200G EMLs 4) Increasing OCS & CPO sales which are expected to ramp-up significantly in the 2H of calendar [----] / 1H [----] Driven by the"  
[X Link](https://x.com/jaysyoon/status/2020925210786947445)  2026-02-09T18:18Z [----] followers, 23K engagements


"Passing on $NURS.V / $HYDTF. Way too many red flags for me and based on their disclosures my spidey senses are telling me that they are way behind on their volume projections. Too small and risky to look at it as a potential short so just gonna move on. Good luck longs"  
[X Link](https://x.com/jaysyoon/status/1886631685954957586)  2025-02-04T04:23Z [----] followers, [----] engagements


"The key quote from the $APLD earnings call as it relates to $BW - "The BW solution is a very unique solution.it provides a really good option for Applied Digital to expand its current campuses and future campuses faster than we would be able to otherwise." Sounds like there will be more projects beyond the initial 1.2GWs. https://twitter.com/i/web/status/2009326166063075505 https://twitter.com/i/web/status/2009326166063075505"  
[X Link](https://x.com/jaysyoon/status/2009326166063075505)  2026-01-08T18:07Z [----] followers, [----] engagements


"We are now up 100% since the December selloff $BW $BW has been selling off the past few days most likely due to $APLD's exposure to $CRWV. Given CRWV's CDS / debt issues and heavy exposure to OpenAI the mkt is most likely worried about the viability of APLD's deals with CRWV. This in turn has caused the mkt to question https://t.co/d66EvPAG2D $BW has been selling off the past few days most likely due to $APLD's exposure to $CRWV. Given CRWV's CDS / debt issues and heavy exposure to OpenAI the mkt is most likely worried about the viability of APLD's deals with CRWV. This in turn has caused the"  
[X Link](https://x.com/jaysyoon/status/2014799213813481822)  2026-01-23T20:35Z [----] followers, [----] engagements


"A reminder that Jim Chanos routinely lies about his "analysis" when it doesn't fit his narrative. Just a couple months ago he was sharing the attached IRR analysis for the $IREN deal which showed an unlevered 10% IRR. Now he is claiming the returns are MSD. Disclosure: Long $NBIS. No position in IREN or $CRWV https://twitter.com/i/web/status/2016953055540048337 https://twitter.com/i/web/status/2016953055540048337"  
[X Link](https://x.com/jaysyoon/status/2016953055540048337)  2026-01-29T19:14Z [----] followers, 25.6K engagements


"1. This is your analysis not mine. [--]. Even if we assume your $8.8Bn capital investment is correct there is a $2Bn prepayment which should be netted out from $8.8Bn. [--]. IRR is a far more accurate measure of project returns than Year [--] ROIC. [--]. As you noted your analysis assumes a 5-year depreciation schedule. Stretch it out to [--] years and returns increase a decent amount. [--]. You're an idiot. $IREN $CRWV $NBIS https://twitter.com/i/web/status/2016956999368372441 https://twitter.com/i/web/status/2016956999368372441"  
[X Link](https://x.com/jaysyoon/status/2016956999368372441)  2026-01-29T19:29Z [----] followers, [----] engagements


"@BozRiverGuides Crowding / expectations has nothing to do with it. The entire tech / ai sector is getting smoked while $LITE is down just 2%"  
[X Link](https://x.com/jaysyoon/status/2019121618203951264)  2026-02-04T18:51Z [----] followers, [---] engagements


"@OrbitHigher $LITE benefits disproportionately from $GOOG capex due to TPUs"  
[X Link](https://x.com/jaysyoon/status/2019156752906727425)  2026-02-04T21:10Z [----] followers, [---] engagements


"@RevnoProduction A purchase at $500 will likely do very well long term but obviously it can dip in the short term"  
[X Link](https://x.com/jaysyoon/status/2019523819241615823)  2026-02-05T21:29Z [----] followers, [---] engagements


"@RevnoProduction $LITE is pretty unique. There are other optics plays but among the larger optics companies LITE has the most torque to the AI buildout"  
[X Link](https://x.com/jaysyoon/status/2019525088887115959)  2026-02-05T21:34Z [----] followers, [---] engagements


"Great news for $PESI shareholders after decades of construction and testing the Hanford plant is now officially operational and vitrification of LAW has begun. The high margin revenue generated from this waste stream will be a game changer for PESI's financial performance. PR below: https://www.hanford.gov/c.cfm/media/attachments.cfm/DOE/The_Hanford_Site_Begins_Solidifying_Tank_Waste_in_Glass.pdf https://www.hanford.gov/c.cfm/media/attachments.cfm/DOE/The_Hanford_Site_Begins_Solidifying_Tank_Waste_in_Glass.pdf"  
[X Link](https://x.com/jaysyoon/status/1978508650558751204)  2025-10-15T17:09Z [----] followers, [----] engagements


"$ACMR Just in: Chinas YMTC Fast-Tracks Phase [--] Investment for Wuhan Fab [--] at Unprecedented Pace Originally Planned for Next-Year NAND Mass Production Now Targeting 2H This Year Ramp-Up (Reported by local Korean media) Just in: Chinas YMTC Fast-Tracks Phase [--] Investment for Wuhan Fab [--] at Unprecedented Pace Originally Planned for Next-Year NAND Mass Production Now Targeting 2H This Year Ramp-Up (Reported by local Korean media)"  
[X Link](https://x.com/jaysyoon/status/2017274623528702132)  2026-01-30T16:32Z [----] followers, [----] engagements


"I think $LITE has a much stronger moat than $SNDK so I think the multiple should be a decent bit higher. It is extremely hard to manufacture high quality EML lasers & even harder to manufacture ultra high powered lasers for CPO ( $COHR is at least [--] years behind). Not sure what the right multiple is but 10x for sure seems way too conservative. https://twitter.com/i/web/status/2018491058255003985 https://twitter.com/i/web/status/2018491058255003985"  
[X Link](https://x.com/jaysyoon/status/2018491058255003985)  2026-02-03T01:05Z [----] followers, [---] engagements


"This guy has no idea what's coming. $LITE $lite is now a $35 billion company trading at [---] times net income. This company will have to double earnings for [--] years to catch up with itself. Youre out of your fucking mind to own this piece of shit. $lite is now a $35 billion company trading at [---] times net income. This company will have to double earnings for [--] years to catch up with itself. Youre out of your fucking mind to own this piece of shit"  
[X Link](https://x.com/jaysyoon/status/2019517822268035301)  2026-02-05T21:05Z [----] followers, 16.5K engagements


"Great print from $BE. Should likely see a sympathy rally in $BW tomorrow"  
[X Link](https://x.com/jaysyoon/status/2019522529443082588)  2026-02-05T21:24Z [----] followers, [----] engagements


"$LITE is the new $SNDK"  
[X Link](https://x.com/jaysyoon/status/2019510820640903457)  2026-02-05T20:37Z [----] followers, 16.1K engagements


".And it's gone. Spoke too soon lol $NET FinTwit can be a pretty incredible source of alpha if you follow the right accounts. I bought $NET on Monday after several accounts I follow flagged Clawdbot / agentic AI on Sunday as a significant bullish tailwind.and we are now up by 30% so far this week. FinTwit can be a pretty incredible source of alpha if you follow the right accounts. I bought $NET on Monday after several accounts I follow flagged Clawdbot / agentic AI on Sunday as a significant bullish tailwind.and we are now up by 30% so far this week"  
[X Link](https://x.com/jaysyoon/status/2016614377638482083)  2026-01-28T20:48Z [----] followers, [----] engagements


"Based on recent developments starting to build a position in $ACMR. Will post my thoughts on the idea when I have some more time"  
[X Link](https://x.com/jaysyoon/status/2017260856786989149)  2026-01-30T15:37Z [----] followers, [----] engagements


"CPO adoption appears to be accelerating ahead of schedule and $LITE will be a huge beneficiary as they are the only company capable of providing the ultra high powered lasers CPO requires. Add OCS to the mix and I believe LITE could earn in excess of $50 of EPS within the next [--] years. LITE remains by far my largest position. As usual AYZ has dropped another brilliant piece. He starts by firmly disclaiming that its not financial advice but the moment I read it I couldnt help but go ahead and invest lol. https://t.co/VMwMshEdYu As usual AYZ has dropped another brilliant piece. He starts by"  
[X Link](https://x.com/jaysyoon/status/2018357008391417907)  2026-02-02T16:13Z [----] followers, 22.2K engagements


"$COHR guided to 9% QoQ revenue growth at the top-end of its range & EPS of $1.48 which is $5.92 of EPS annualized. $LITE guided to 25% QoQ revenue growth at the top-end of its range & EPS of $2.35 which is $9.40 of EPS annualized. Not sure why anyone would own COHR over LITE. I get the valuation argument but COHR does not trade at a large of enough discount to LITE to make up for its much slower growth trajectory. https://twitter.com/i/web/status/2019247949742575664 https://twitter.com/i/web/status/2019247949742575664"  
[X Link](https://x.com/jaysyoon/status/2019247949742575664)  2026-02-05T03:13Z [----] followers, [----] engagements


"FinTwit can be a pretty incredible source of alpha if you follow the right accounts. I bought $NET on Monday after several accounts I follow flagged Clawdbot / agentic AI on Sunday as a significant bullish tailwind.and we are now up by 30% so far this week"  
[X Link](https://x.com/jaysyoon/status/2016194613950779637)  2026-01-27T17:00Z [----] followers, [----] engagements


"$AXTI now down 35% and $VLN now down 30% since the @aleabitoreddit pump job. Is it criminal to bullshit the way this guy has been doing to pump his $AXTI and $VLN bags Is it criminal to bullshit the way this guy has been doing to pump his $AXTI and $VLN bags"  
[X Link](https://x.com/jaysyoon/status/2016205323699159179)  2026-01-27T17:43Z [----] followers, [----] engagements


"Yup. $LITE Looks like Primetime for "Scale Up CPO" is Rubin Ultra (2027) Sooner than most people expected Looks like Primetime for "Scale Up CPO" is Rubin Ultra (2027) Sooner than most people expected"  
[X Link](https://x.com/jaysyoon/status/2018363429967307056)  2026-02-02T16:38Z [----] followers, [----] engagements


"BOOM $LITE https://investor.lumentum.com/financial-news-releases/news-details/2026/Lumentum-Announces-Second-Quarter-of-Fiscal-Year-2026-Financial-Results/default.aspx https://investor.lumentum.com/financial-news-releases/news-details/2026/Lumentum-Announces-Second-Quarter-of-Fiscal-Year-2026-Financial-Results/default.aspx"  
[X Link](https://x.com/jaysyoon/status/2018793264439312615)  2026-02-03T21:06Z [----] followers, [----] engagements


"The narrative: $LITE is trading at a bazillion times LTM earnings The reality: LITE is guiding to $2.25 EPS at the midpoint this quarter which is $9.00 of EPS annualized. Given the company's insane growth trajectory the company should exit calendar year [----] at an EPS run-rate of $15. The stock is much much cheaper than what bears would have you believe. Also as the company highlighted in its earnings release this insane growth factors in only a tiny amount of OCS and CPO revenue both of which are projected to really takeoff in [----]. We are still early."  
[X Link](https://x.com/jaysyoon/status/2018807122989810081)  2026-02-03T22:01Z [----] followers, 14.7K engagements


"That's a reason to own $LITE though. It is more of a pure play on AI growth & thus has more upside torque. Also LITE's revenue guide is for $165m QoQ growth while $COHR's guide is for $150m QoQ growth. So despite having a much smaller revenue base LITE's revenue is still increasing at a faster rate on a $ basis. https://twitter.com/i/web/status/2019265562434576676 https://twitter.com/i/web/status/2019265562434576676"  
[X Link](https://x.com/jaysyoon/status/2019265562434576676)  2026-02-05T04:23Z [----] followers, [---] engagements


"Lol @ $NVDA being down after that $AMZN capex guide. What are we doing right now"  
[X Link](https://x.com/jaysyoon/status/2019527486585897394)  2026-02-05T21:44Z [----] followers, 28.3K engagements


"It is far too early to take any sort of victory lap on this but.One thing analysts like those from @SemiAnalysis_ are missing perhaps because they have more of a tech background than an investing background is that they don't seem to be taking into consideration terminal value when recommending companies like $SNDK and $MU at current valuations. The problem with investing at this rich valuation is that even if the memory shortage lasts until [----] it might not be enough to justify current valuations. Once supply catches up (which it inevitably will) margins compress quickly which means"  
[X Link](https://x.com/jaysyoon/status/2021288027465851091)  2026-02-10T18:19Z [----] followers, 22.7K engagements


"If you want to make money in memory stocks just go long right after I post something negative about them. $SNDK $MU It is far too early to take any sort of victory lap on this but.One thing analysts like those from @SemiAnalysis_ are missing perhaps because they have more of a tech background than an investing background is that they don't seem to be taking into consideration terminal It is far too early to take any sort of victory lap on this but.One thing analysts like those from @SemiAnalysis_ are missing perhaps because they have more of a tech background than an investing background is"  
[X Link](https://x.com/jaysyoon/status/2021679410387312958)  2026-02-11T20:15Z [----] followers, [----] engagements


"Got around to this a little late but my thesis on $ACMR is nothing groundbreaking and has been extensively covered by @Citrini7 and others on this app - China is increasingly sourcing WFE from domestic suppliers and Chinese semi companies like YMTC are rapidly expanding production. Stock is up almost 35% since I originally took a position but the valuation is still pretty undemanding so I continue to be bullish. Based on recent developments starting to build a position in $ACMR. Will post my thoughts on the idea when I have some more time. Based on recent developments starting to build a"  
[X Link](https://x.com/jaysyoon/status/2021680468324700519)  2026-02-11T20:19Z [----] followers, [----] engagements


"Why have uranium miners performed so poorly Their valuations got way ahead of fundamentals during bull run of 20-21 where many miners 3x+ while spot & term only inc 30%. The good news: Spot & term have now caught up & share px of miners should inc once spot & term inc again"  
[X Link](https://x.com/jaysyoon/status/1880699307491528734)  2025-01-18T19:30Z [----] followers, [---] engagements


"Another lesser but still meaningful contributor to the poor performance of U miners is large share dilution. For example $UEC's mkt cap is up 65% since Apr '22 but its share price is only up 10%. Worth noting that $NXE & $DNN have not diluted quite as much"  
[X Link](https://x.com/jaysyoon/status/1880700110604263665)  2025-01-18T19:33Z [----] followers, [---] engagements


"$BNED. No position. JUST IN: President Trump says his Education Secretary will work to shut down the Department of Education and send it back to the states. Good. https://t.co/0S91YpMUoQ JUST IN: President Trump says his Education Secretary will work to shut down the Department of Education and send it back to the states. Good. https://t.co/0S91YpMUoQ"  
[X Link](https://x.com/jaysyoon/status/1881427683638485223)  2025-01-20T19:44Z [----] followers, [----] engagements


"Somewhere out there is a dude that yolo'd his life savings in Dogecoin rolled it into Fartcoin and then rolled it into Butthole coin and is now up like 300000%. I think about this often"  
[X Link](https://x.com/jaysyoon/status/1882146350923727034)  2025-01-22T19:20Z [----] followers, [---] engagements


"Not buying DeepSeek = Doom for $NVDA. Even if the 40x+ inc in efficiency is legit (it's China they lie a lot) OpenAI Meta et al still need more & more computing power to solve AGI & scale for mass mkt. I expect hyperscalers to reaffirm their capex plans over coming days/weeks"  
[X Link](https://x.com/jaysyoon/status/1883702726586200201)  2025-01-27T02:25Z [----] followers, [---] engagements


"If you are feeling risky.buying calls on AI infrastructure plays like $NVDA $VST $TLN etc are a very good risk/reward ahead of what will likely be positive AI capex commentary from $META and $MSFT tomorrow @jaysyoon my guess sis that META and MSFT are going to paint a favorable picture tomorrow - partly b'cos thats what they wld believe and partly because both up the ante on capex last [--] weeks @jaysyoon my guess sis that META and MSFT are going to paint a favorable picture tomorrow - partly b'cos thats what they wld believe and partly because both up the ante on capex last [--] weeks"  
[X Link](https://x.com/jaysyoon/status/1884321072943919506)  2025-01-28T19:22Z [----] followers, [----] engagements


"The key item from today's $META earnings call as it relates to the AI infrastructure stocks is when Zuck said DeepSeek does not mean you need less compute & then cited COT inference as a primary reason $NVDA $VST $TLN $CEG"  
[X Link](https://x.com/jaysyoon/status/1884785575233761407)  2025-01-30T02:07Z [----] followers, [---] engagements


"@RealJimChanos Jim I think key diff here is the hyperscalers like $MSFT $META etc are currently using all of data center capacity that has been built out so far. During its most recent earnings call MSFT said that it was currently capacity constrained & its capex this yr is catch-up capex"  
[X Link](https://x.com/jaysyoon/status/1886265779571638345)  2025-02-03T04:09Z [----] followers, [---] engagements


"I think the $CCJ fade is due to Co increasing capex projs for next [--] yrs by $125m annually & downgrade of prod guidance. On one hand this lowers rev & inc cost for the Co. On other hand it reinforces the fact that uranium mining is hard even for the Tier [--] producers"  
[X Link](https://x.com/jaysyoon/status/1892659616338588140)  2025-02-20T19:36Z [----] followers, [---] engagements


"1) I'm amazed at how many investors ignore Westinghouse when taking about $CCJ. Imo Westinghouse might be the #1 reason to own CCJ. Midpoint of Westinghouse guide for [----] represents an inc. of 12.5% YoY and includes very little rev from new builds"  
[X Link](https://x.com/jaysyoon/status/1892695986117423322)  2025-02-20T22:01Z [----] followers, [----] engagements


"Is the AI capex trade dead I side with ChatGPT on this one. $VST $TLN $CEG $HNRG"  
[X Link](https://x.com/jaysyoon/status/1894057838378471844)  2025-02-24T16:12Z [----] followers, [----] engagements


"Anyone who came away bearish on ai capex from the Satya pod is braindead. Select quotes from the pod (skip ahead to 5:50): "the AI agent is going to exponentially inc compute.thats going to create massive demand & scale for infra" $VST $TLN $CEG $HNRG https://www.youtube.com/watchv=4GLSzuYXh6w https://www.youtube.com/watchv=4GLSzuYXh6w"  
[X Link](https://x.com/jaysyoon/status/1894160485420810579)  2025-02-24T23:00Z [----] followers, [----] engagements


"@zphelps18 I think $TLN has lower downside due to nuclear subsidy & existing contract w/ Amazon but $VST has higher upside due to higher % of gas plants in its fleet which carry lower chance of regulatory scrutiny due to lower capacity factor (50%-60%) versus nuclear (almost 100%)"  
[X Link](https://x.com/jaysyoon/status/1894490957761884637)  2025-02-25T20:53Z [----] followers, [---] engagements


"Demand for power not going away but sounds like regulatory issues gonna take a while for $TLN $VST & $CEG to sort through. Ironically it appears $HNRG will be 1st to close a deal in [--] given existing term sheet w potential cust & less regulatory hurdles to overcome in Indiana"  
[X Link](https://x.com/jaysyoon/status/1895160910186250731)  2025-02-27T17:15Z [----] followers, [----] engagements


"@zphelps18 @enriqueabeyta The bear thesis for $TLN & other IPPs is if reg delays continue it will lead hyperscalers to turn to new gas plants. Speed to mkt is top priority for hyperscalers & if BTM or FTM don't offer that speed advantage they will turn to new gen which carries less reg uncertainty"  
[X Link](https://x.com/jaysyoon/status/1896996696359624722)  2025-03-04T18:50Z [----] followers, [---] engagements


"3/5 The impact of a datacenter deal on $HNRGs financial performance will be transformative. The proposed 620MW datacenter will contract most of the Cos generation capacity for 10+ years driving annual net income to an estimated $129m and EPS to $3.03 by FY [----]. By applying a conservative 15x multiple I project HNRG shares will increase by 400% and reach $45+ over the next two years:"  
[X Link](https://x.com/jaysyoon/status/1900175823048442358)  2025-03-13T13:23Z [----] followers, [----] engagements


"4/5 The risk that $HNRG's datacenter deal will face significant regulatory delays or issues is low. Unlike the highly scrutinized colocation deals that are being aggressively pursued by $VST $TLN and $CEG the HNRG deal will be structured as a conventional front-of-the-meter transaction. As discussed by VST management during its Q4 earnings call FTM arrangements are very common in the industry and straightforward to execute"  
[X Link](https://x.com/jaysyoon/status/1900175918347260016)  2025-03-13T13:23Z [----] followers, [---] engagements


"Been digging into $GEO a little & am having trouble getting confidence in the bull case for a few reasons: 1) The Trump admin is focused on expedited deportations in order to avoid the lengthy immigration court backlog. If immigrants are being immediately deported this obviously drastically reduces the TAM for both monitoring and detentions. 2) Border crossings / encounters have declined to a very small # since Trump took office. This makes the market for GEO's services a melting ice cube as the total # of illegals in the country will fall over time. 3) While there are 13m illegals it seems"  
[X Link](https://x.com/jaysyoon/status/1904942298573549718)  2025-03-26T17:03Z [----] followers, [---] engagements


"Cool story. The reality though is that $MSFT $GOOG and $AMZN all stated during their last earnings call that they were data center capacity constrained & lost out on revenue because of this shortfall. Also the narrative about the hyperscalers scaling back ai capex is also fake news & has already been refuted:"  
[X Link](https://x.com/jaysyoon/status/1915234330722672825)  2025-04-24T02:40Z [----] followers, [---] engagements


"$GOOG CFO just now in reference to its cloud capacity: "We are still in a tight supply demand situation". Bullish for $HNRG and other IPPs $VST $TLN $CEG"  
[X Link](https://x.com/jaysyoon/status/1915511061949669797)  2025-04-24T21:00Z [----] followers, [---] engagements


"I took a look at $ONIT a few weeks ago and ultimately passed due to 1) them being a subscale player which makes it hard for them to generate ROEs in-line with their larger peers 2) their aggressive addbacks of MSR val adjustment to adj. operating profit which did not align with the MSR val adjustments in their 10Ks/10Qs and 3) the lack of growth in book value over the past few years relative to the adj. profits they report (prob largely due to reason #2). Maybe I am wrong but the 10Q when it is filed should be very telling"  
[X Link](https://x.com/jaysyoon/status/1917645050844004543)  2025-04-30T18:19Z [----] followers, [---] engagements


"@RealJimChanos this is not the gotcha you think it is. $META changed the useful life of their servers & network assets from [---] yrs to [---] yrs so the [--] yr useful life for marginal capex is not correct. (2) And over the past year their capital base has increased by $39B ($137B to $176B) yet their D&A increased at only a $2.1B annualized rate($526M Y/Y increase x 4). Thats over [--] year life on the margin $META (2) And over the past year their capital base has increased by $39B ($137B to $176B) yet their D&A increased at only a $2.1B annualized rate($526M Y/Y increase x 4). Thats over [--] year"  
[X Link](https://x.com/jaysyoon/status/1918006794850361393)  2025-05-01T18:17Z [----] followers, [----] engagements


"The thing I don't get is this guy runs a $200m+ fund has access to all the best research tools and somehow came to this conclusion on AI / datacenters. All you had to do was read the earnings transcripts from $AMZN $META $GOOG $MSFT etc. to see that datacenter capex was not slowing down & that these companies were making a return on this investment (all these companies mentioned revenue being limited by datacenter capacity). I guess this goes to show that most of the alpha is still in figuring out the most relevant datapoints & making the right interpretation rather than having access to the"  
[X Link](https://x.com/jaysyoon/status/1918081388223385743)  2025-05-01T23:13Z [----] followers, [----] engagements


"While $PESI headline numbers were meh the details provided in the earnings call were extremely bullish: 1) PESI is now receiving $2-$3m of high margin waste revenue per month from the Hanford site up from $1m per month historically. Importantly this revenue is separate from the vitrification waste revenue that will kick-in later this yr 2) PESI is in talks w/ numerous potential PFAS partners. Gen [--] PFAS plant is on-track for an early Q4 operation date. Right now Co. is doing $300K per qtr from its Gen [--] plant & expects its Gen [--] plant to initially generate $1.5m per qtr and eventually ramp-up"  
[X Link](https://x.com/jaysyoon/status/1920508988480786916)  2025-05-08T15:59Z [----] followers, [---] engagements


"Somehow missed this. Obviously bullish for $CCJ / Westinghouse Trump administration is considering an executive order to speed up construction of nuclear power plants per NYT Trump administration is considering an executive order to speed up construction of nuclear power plants per NYT"  
[X Link](https://x.com/jaysyoon/status/1921240670599012571)  2025-05-10T16:27Z [----] followers, [---] engagements


"$SUP reporting Q1 EBITDA of just $25m is another head scratcher. How are we $10m of EBITDA lower than Q4 on slightly higher volumes What happened to the additional cost cuts flowing through this year What happened to the high margin German wheels ramping up production in Poland After going through the numbers in detail my only explanation is that mgmt appears to have lied to shareholders"  
[X Link](https://x.com/jaysyoon/status/1921972689092108763)  2025-05-12T16:56Z [----] followers, [----] engagements


"I initially modeled $65 per MWh for $HNRG's proposed datacenter deal. Given the growing scarcity of available power I now think pricing will be meaningfully higher. The following comments from a late Feb podcast support my view: "And what hes saying and I think what a lot of folks are saying is that everything is a hundred dollars a megawatt hour. And so I think its important to recognize that if you build solar plus battery storage with natural gas backup in West Texas like Intersect announced with Google or you decide that youre going to build a new geothermal facility like Google did with"  
[X Link](https://x.com/jaysyoon/status/1922317048119447582)  2025-05-13T15:44Z [----] followers, [----] engagements


"Took a long position in $GLNG. The biggest perceived risk here is [--] of its [--] vessels are contracted out to Argentina a country which has a history of expropriating assets pre-Milei (see YPF in 2012). However even if Argentina goes back to its old ways post-Milei it wouldn't make much sense for Argentina to nationalize GLNG's project because 1) GLNG could then pull its vessels & Argentina would lose access to the Europe/Asia mkt & be forced to sell the gas domestically where prices are 1/5th that of Europe/Asia and 2) SESA - the operator of the project - is 75% owned by Argentinean entities"  
[X Link](https://x.com/jaysyoon/status/1925245318875984093)  2025-05-21T17:40Z [----] followers, 11.3K engagements


"This news on $HNRG is a nothing burger imo and I expect the Co to announce a new exclusivity over the coming weeks. I believe this to be the case based on the following: 1) During its Q1 earnings call just last week mgmt stated that the counterparty is the one who requested an exclusivity extension. This obviously indicates the counterparty very much wants to get a deal done 2) The counterparty would have had to make a $2m payment to HNRG at the beginning of June under the current agreement. My guess is the counterparty knew it wasn't going to get to the finish line and decided to terminate"  
[X Link](https://x.com/jaysyoon/status/1925693367800766960)  2025-05-22T23:20Z [----] followers, [----] engagements


"A reminder that $CCJ's projections for Westinghouse are extremely conservative & only include the engineering & procurement revenue from new builds. As shown in the attached image engineering & procurement accounts for just 10% or so of the total revenue that Westinghouse would earn from a complete new build project. I continue to believe that Westinghouse by itself could eventually be worth as much as CCJ's current market cap"  
[X Link](https://x.com/jaysyoon/status/1927071579797626988)  2025-05-26T18:37Z [----] followers, [---] engagements


"Bought more shares in $GLNG following today's earnings report. Not a whole lot of new news but it was nice to get confirmation of the contract economics. Also it sounds like there is strong demand for a 4th and 5th vessel. Perhaps most importantly during the call management reiterated their intention to look for ways to maximize shareholder value if shares continue to trade below intrinsic value. GLNG has received several buyout offers over the past few years and I think there is a strong possibility the company could be sold over the next [--] months for a healthy premium"  
[X Link](https://x.com/jaysyoon/status/1927427388494770247)  2025-05-27T18:11Z [----] followers, [----] engagements


"$CEG barely eeking out a gain while $VST and $TLN rally on the back of $CEG's announced deal w/ Meta is quite the oddity"  
[X Link](https://x.com/jaysyoon/status/1929952948311781698)  2025-06-03T17:26Z [----] followers, [---] engagements


"No pricing terms were released for the $CEG deal so I can kind of understand the market selling the news. I am more surprised by the relative strength of $VST and $TLN in reaction to the deal. Presumably they are going up because the CEG deal adds optimism that the IPPs will finally start signing front of the meter deals but shouldn't that optimism also extend to CEG"  
[X Link](https://x.com/jaysyoon/status/1929985048293359819)  2025-06-03T19:34Z [----] followers, [---] engagements


"At what point do the markets completely give up on Vistry being the next $NVR (Disclosure: I am a former Vistry bagholder) $VTY $VTY.L #VTY"  
[X Link](https://x.com/jaysyoon/status/1930325964027773255)  2025-06-04T18:09Z [----] followers, [----] engagements


"As I was saying. $CCJ A reminder that $CCJ's projections for Westinghouse are extremely conservative & only include the engineering & procurement revenue from new builds. As shown in the attached image engineering & procurement accounts for just 10% or so of the total revenue that Westinghouse would https://t.co/wLDCbGEfhV A reminder that $CCJ's projections for Westinghouse are extremely conservative & only include the engineering & procurement revenue from new builds. As shown in the attached image engineering & procurement accounts for just 10% or so of the total revenue that Westinghouse"  
[X Link](https://x.com/jaysyoon/status/1932065402059964444)  2025-06-09T13:21Z [----] followers, [---] engagements


"So after further analysis I am not totally convinced by today's $GRPN report. The main thrust of the report is that Local revenue has been significantly inflated by GLP1 deals. However beyond providing snapshots of various vendors on the site the report fails to provide sufficient evidence that GLP1 accounted for a large portion of GRPN's recent performance improvement. Furthermore when I searched for keywords like 'Semaglutide' or 'Ozempic' on Groupon only [--] or so results came up. I was expecting there to be far more vendors hawking GLP1s than just [--]. Additionally the # of reviews (a"  
[X Link](https://x.com/jaysyoon/status/1932224561480647043)  2025-06-09T23:53Z [----] followers, [----] engagements


"@justfactstruth At this price level would rather $GLNG start buying back shares instead of giving out dividends"  
[X Link](https://x.com/jaysyoon/status/1932851739473965466)  2025-06-11T17:25Z [----] followers, [----] engagements


"$GLNG is my largest position. I have provided my high level views on the opportunity in previous posts. One item that I believe deserves its own post is the commodity-linked portion of its contracts in Argentina. Most investors have valued this portion of the contracts using Black Scholes. However this is flawed and significantly undervalues the commodity tariff. The reason is that GLNG's commodity tariff has downside capped at just $210m cumulatively while the upside is uncapped. Because of this Black-Scholes significantly undervalues the commodity tariff because it factors in the full"  
[X Link](https://x.com/jaysyoon/status/1933612463775158459)  2025-06-13T19:48Z [----] followers, [----] engagements


"For those still not convinced take a look at this slide from $GLNG's Q1 [----] earning presentation"  
[X Link](https://x.com/jaysyoon/status/1933613080602423654)  2025-06-13T19:50Z [----] followers, [----] engagements


"Adnoc has made an offer to buy Santos at a 28% premium valuing Santos at around $19Bn. Bodes well for a potential takeover of $GLNG which the Chairman indicated may be in the cards in the 2H of this yr. https://finance.yahoo.com/news/adnoc-makes-19-billion-takeover-015430686.html https://finance.yahoo.com/news/adnoc-makes-19-billion-takeover-015430686.html"  
[X Link](https://x.com/jaysyoon/status/1935026628125425768)  2025-06-17T17:27Z [----] followers, [----] engagements


"Were folks really expecting $GLNG to rally on a COD announcement that was widely anticipated"  
[X Link](https://x.com/jaysyoon/status/1937197045481197950)  2025-06-23T17:12Z [----] followers, [----] engagements


"I mean COD was expected to be a done deal so not really surprised by the reaction. I think the real catalysts for $GLNG will be FID for Fuji announcement of a 4th vessel financing announcements buyout smoke 5th vessel etc. I think mkt is still a bit spooked by jurisdiction risk in Argentina (I am not spooked) so hopefully their 4th and 5th vessels are contracted out in a "safer" region"  
[X Link](https://x.com/jaysyoon/status/1937308234676674900)  2025-06-24T00:34Z [----] followers, [----] engagements


"$GLNG's latest capital raise is a strong indication that mgmt 1) is focused on continuing to grow the biz rather than put the Co up for sale and 2) will try to bridge the valuation gap through share buybacks. No complaints from me as i believe selling now when the Co has such a large runway of growth ahead of it would be a mistake"  
[X Link](https://x.com/jaysyoon/status/1938292142469763101)  2025-06-26T17:43Z [----] followers, [----] engagements


"$BUR seems like an obvious buy here after today's judgement"  
[X Link](https://x.com/jaysyoon/status/1939742496923299948)  2025-06-30T17:47Z [----] followers, [----] engagements


"So after further analysis I decided to unload the small $BUR position that I bought yesterday. The main issue I have is the TBV of the core biz is around $4 & has grown at a 10% rate over the past 10+ years. This leads me to believe that the ROIC / IRR figures cited by mgmt are inflated and do not capture all of the costs. I still believe BUR will eventually settle its YPF claims at a 50% discount which equates to an $3Bn payment to BUR. This is equivalent to around $13.50 per share but given this will likely paid over several years the discounted value is close to $9 or $10. Putting it all"  
[X Link](https://x.com/jaysyoon/status/1940083567889195236)  2025-07-01T16:22Z [----] followers, [----] engagements


"I think today's $GLNG move is due to yesterday's YPF ruling. Do any fellow GLNG longs have any views on what impacts this may have on the Co's projects in Argentina (SESA is part owned by YPF)"  
[X Link](https://x.com/jaysyoon/status/1940145231233786036)  2025-07-01T20:27Z [----] followers, [----] engagements


"@NestBetter How do you reconcile the sub 10% growth in TBVPS of the ex-YPF biz since [----] I think BVPS excl-YPF increased from $1.65 in [----] to just $4 today. I think this is the reason why $BUR stock continues to languish"  
[X Link](https://x.com/jaysyoon/status/1940156845194461557)  2025-07-01T21:13Z [----] followers, [---] engagements


"@gabcasla The main issue I see is that Argentina likely cannot afford to pay $16Bn. Even if they do agree to pay the full amount it would have to be spaced out over 10+ years which would obviously lower the NPV of the claim significantly"  
[X Link](https://x.com/jaysyoon/status/1940269991263404293)  2025-07-02T04:43Z [----] followers, [---] engagements


"You might be right. Repsol only got $5Bn compared to $16Bn for the Petersen claim which would make it a bit more challenging. We shall see though. I think my bigger issue with $BUR is the core biz. Hard to find a ton of value unless you believe the core biz can generate at least low teens ROE. The below chart perfectly encapsulates my concerns - Note how TBV remained flat from [----] - [----] & then only started to increase when they invested in the YPF claim in 2015"  
[X Link](https://x.com/jaysyoon/status/1940450405642547449)  2025-07-02T16:40Z [----] followers, [----] engagements


"$BTBT is a mediocre biz run by not so great management BUT they are in the two areas of the market seeing the most inflows of capital (AI & crypto) & are trading at only a $1 premium to NAV which makes it a great speculative Long. Animal spirits could take this to $10 and beyond"  
[X Link](https://x.com/jaysyoon/status/1940815932495946218)  2025-07-03T16:52Z [----] followers, [----] engagements


"A LT PPA w/ a utility is definitely a possibility for $HNRG: "CenterPoint Energy on Monday issued an all-source request for proposals for new generationdemand-side resources. The utility will consider coal natural gas hydrogen or nuclear resources as well but it did not publish a minimum capacity for those. The utility will consider meeting some or all of its resource requirements through short medium and/or long-term power purchase agreements but it will only consider PPAs that have a term of five years or greater".""  
[X Link](https://x.com/jaysyoon/status/1943726285475156273)  2025-07-11T17:37Z [----] followers, [---] engagements


"I really would like to be bullish $CNC but for now it is in the "too hard" pile. How are folks getting comfortable with the fact that ACA margins pre subsidies was around 2-3% for the industry & then more than doubled post subsidies Why would we not revert to pre subsidies margins in [----] Combine this with the Medicaid cuts in the BBB & concerning morbidity / cost trends and I do not know how anyone could have any confidence in how this all shakes out. Granted I am not an expert at all in this sector so please tell me what I'm missing"  
[X Link](https://x.com/jaysyoon/status/1944817573939568916)  2025-07-14T17:53Z [----] followers, [----] engagements


"Forgive me if this question sounds stupid because again I'm far from an expert here.But it looks like there will be less funding dollars on a per Medicaid recipient basis post the BBB (14% projected enrollment decline versus 15% federal funding cuts + state level funding restrictions) so how can Medicaid premiums increase if there is less money available $CNC"  
[X Link](https://x.com/jaysyoon/status/1945174319551688884)  2025-07-15T17:31Z [----] followers, [---] engagements


"Took a position in $ELV yesterday. Shares are cheap at 10x earnings & I think we eventually trade back to a high teens multiple once this period of turbulence is behind the sector. Sure companies like $UNH and $CNC might have more upside if things go well but the smoke indicates UNH may have deep rooted systemic issues & I am not smart enough to figure out how things shake out for CNC with Medicaid & ACA. ELV on the other hand generates a larger portion of its business from commercial plans which do not suffer from the same issues & uncertainties as gov't funded programs. Ultimately I would"  
[X Link](https://x.com/jaysyoon/status/1945523368285122851)  2025-07-16T16:38Z [----] followers, [----] engagements


"Bought more $ELV this morning Took a position in $ELV yesterday. Shares are cheap at 10x earnings & I think we eventually trade back to a high teens multiple once this period of turbulence is behind the sector. Sure companies like $UNH and $CNC might have more upside if things go well but the smoke Took a position in $ELV yesterday. Shares are cheap at 10x earnings & I think we eventually trade back to a high teens multiple once this period of turbulence is behind the sector. Sure companies like $UNH and $CNC might have more upside if things go well but the smoke"  
[X Link](https://x.com/jaysyoon/status/1945856971770355864)  2025-07-17T14:43Z [----] followers, [---] engagements


"Never thought I would ever buy a crypto treasury shitco but over the past few days I have accumulated a large position in $BMNR & $SBET. Thesis is pretty simple - $ETH price likely going much much higher due to increased stablecoin usage / tokenization large & rapidly growing amount of institutional capital flowing into ETH right now and animal spirits likely to continue for the next few months"  
[X Link](https://x.com/jaysyoon/status/1947855757816287703)  2025-07-23T03:06Z [----] followers, [----] engagements


"Just buying $ETH probably the safer & more logical play here but I am making a calculated gamble either or perhaps both $BMNR & $SBET can outperform ETH to a similar degree as $MSTR relative to Bitcoin"  
[X Link](https://x.com/jaysyoon/status/1947856377147494829)  2025-07-23T03:08Z [----] followers, [---] engagements


"@stevdaddario From what I understand foreign tax credits will allow $GLNG to offset most of its tax liability in Bermuda. For example SESA pays withholding taxes on behalf of GLNG in Argentina and the amount paid can be used as an FTC against Bermuda taxes"  
[X Link](https://x.com/jaysyoon/status/1948111751775420543)  2025-07-23T20:03Z [----] followers, [---] engagements


"@RedPillXR I think they both will do well if $ETH price does what I think it will do but I think $BMNR has a bit of an edge in institutional support and having a well known front man like Lee is also a big advantage"  
[X Link](https://x.com/jaysyoon/status/1948509436739301463)  2025-07-24T22:23Z [----] followers, [---] engagements


"I am aggressively buying the dip in $BMNR after hours here. This filing for the PIPE investors is procedural & not an indication that investors are looking to rush for exits. I'm actually dumbfounded it is down this much"  
[X Link](https://x.com/jaysyoon/status/1949965235386757376)  2025-07-28T22:48Z [----] followers, [----] engagements


"Pretty simple. If you are bullish $ETH and want a leveraged play on the theme then buy a treasury company. $BMNR is the largest and most liquid name with high profile investors and executives. Access to capital and the ability to generate retail excitement is key for these strategies so I believe BMNR is best positioned. Company is trading now at 1.3x NAV which is quite cheap"  
[X Link](https://x.com/jaysyoon/status/1949993199474528579)  2025-07-29T00:39Z [----] followers, [---] engagements


"This egregious typo in the shelf filing may have added to the selling pressure in $BMNR. The 163.9m share count cited in the filing is incorrect and double counts the 45m shares issued on July 8th. The real fully diluted share count is around 119m. @DJohnson_CPA From the filing after hours https://t.co/VhBeaDHYDN @DJohnson_CPA From the filing after hours https://t.co/VhBeaDHYDN"  
[X Link](https://x.com/jaysyoon/status/1950083822676062607)  2025-07-29T06:39Z [----] followers, [----] engagements


"It is worth repeating - Why try to be a hero by buying $UNH or $CNC when $ELV is down almost as much and has far less warts / red flags"  
[X Link](https://x.com/jaysyoon/status/1950277023290536432)  2025-07-29T19:27Z [----] followers, [----] engagements


"$BMNR continues its outperformance vs $SBET. I own both but have rotated much more of my capital to BMNR over past few days. I think we may be at the point where BMNR has too much size / momentum / liquidity / access to capital (reflexivity) for SBET to catch up"  
[X Link](https://x.com/jaysyoon/status/1950625560733814967)  2025-07-30T18:32Z [----] followers, [---] engagements


"@justfactstruth Yeah I think Burford attorneys even stated in a recent court filing that Burford has no interest in owning an oil company. Like I said I am only mildly concerned about this issue but since $GLNG is one of my largest positions I am being ultra paranoid"  
[X Link](https://x.com/jaysyoon/status/1951401696690839731)  2025-08-01T21:56Z [----] followers, [---] engagements


"The $BTBT $3.50 Aug 8th calls might be the best risk/reward in the market right now"  
[X Link](https://x.com/jaysyoon/status/1953134188900622557)  2025-08-06T16:40Z [----] followers, 10.2K engagements


"@kingfishcap $WYFI IPO tomorrow"  
[X Link](https://x.com/jaysyoon/status/1953166171856937310)  2025-08-06T18:47Z [----] followers, [---] engagements


"Already up almost 300% since this tweet. $BTBT The $BTBT $3.50 Aug 8th calls might be the best risk/reward in the market right now The $BTBT $3.50 Aug 8th calls might be the best risk/reward in the market right now"  
[X Link](https://x.com/jaysyoon/status/1953180628121158071)  2025-08-06T19:45Z [----] followers, 10.6K engagements


"Looks like $WYFI IPO is a dud but was still able to make a decent profit on my $BTBT calls. That's what happens when you can buy close to the money calls for only $0.10 ahead of a major event. Already up almost 300% since this tweet. $BTBT Already up almost 300% since this tweet. $BTBT"  
[X Link](https://x.com/jaysyoon/status/1953487784288661585)  2025-08-07T16:05Z [----] followers, [----] engagements


"I'm a relatively new $GLNG shareholder and I'm now beginning to understand why people hate this stock"  
[X Link](https://x.com/jaysyoon/status/1953493262380998888)  2025-08-07T16:27Z [----] followers, [----] engagements


"We are now up 35% since $BMNR dipped to around $30 on this non-event. These treasury cos are owned by some of the dumbest investors imaginable which often provides you with great buying & selling opportunities. I am aggressively buying the dip in $BMNR after hours here. This filing for the PIPE investors is procedural & not an indication that investors are looking to rush for exits. I'm actually dumbfounded it is down this much. I am aggressively buying the dip in $BMNR after hours here. This filing for the PIPE investors is procedural & not an indication that investors are looking to rush"  
[X Link](https://x.com/jaysyoon/status/1953494141494612170)  2025-08-07T16:31Z [----] followers, [----] engagements


"65M shares traded today in $BMNR. Wow. Co prob issued 10m new shares via its ATM further increasing NAV / share. Between new share issuances & the increase in ETH I'm guessing current NAV / share for BMNR is now around the $27-$28 range"  
[X Link](https://x.com/jaysyoon/status/1953569072668463346)  2025-08-07T21:28Z [----] followers, [----] engagements


"$BMNR about to go full meme"  
[X Link](https://x.com/jaysyoon/status/1953854168550035886)  2025-08-08T16:21Z [----] followers, [---] engagements


"$BMNR. Reflexivity is a beautiful thing"  
[X Link](https://x.com/jaysyoon/status/1954982509546180926)  2025-08-11T19:05Z [----] followers, [----] engagements


"If $ETH price continues to go up $BMNR will continue to outperform. If not then yeah down we go. The point though is that when I bought my shares at around $34 NAV per share was around $19. Now I estimate it is around $34 which is equal to my cost basis. So even if ETH remains flat from here I do not lose money on my overall position. By end of week it is likely NAV per share will be close to $40 which is 20% higher than my cost basis. I still think we are early in this ETH run-up and I expect all-time highs for ETH by end of year"  
[X Link](https://x.com/jaysyoon/status/1954987286082302427)  2025-08-11T19:24Z [----] followers, [---] engagements


"Money and narrative. In terms of money - Huge increase in capital inflows into $ETH ETFs since passage of the Genius Act. ETH treasury companies buying $billions every week. In terms of narrative - More and more major financial institutions are launching / looking into stablecoins & tokenization. There is also increasing recognition on Wall Street and in the media that ETH will likely be the blockchain of choice for DeFi tokenization stablecoins. Even if the ETH bull case doesn't come to fruition over the long term in the short to medium term the narrative and capital flows alone should drive"  
[X Link](https://x.com/jaysyoon/status/1954993344024613265)  2025-08-11T19:48Z [----] followers, [--] engagements


"Given mgmt track record I am confident $HNRG will not buy a coal plant unless they can get it for a bargain. I think today's selloff is a good buying opportunity. Based on the call it sounds like it is a matter of when and not if a deal will get done which make downside limited. All of their discussions are for deals of 10+ years and I would be shocked if pricing is not attractive given how tight capacity mkts are in Indiana"  
[X Link](https://x.com/jaysyoon/status/1955275298548613353)  2025-08-12T14:28Z [----] followers, [---] engagements


"@JacobianRes I think $HNRG mgmt needs to provide more detail on their acquisition strategy to assuage investor anxiety. Hopefully they do that on a call once the Merom deal is signed up"  
[X Link](https://x.com/jaysyoon/status/1955326474245857781)  2025-08-12T17:52Z [----] followers, [---] engagements


"This move in $UNH in response to Berkshire taking a stake seems to be an overreaction. Firstly the investment is tiny & represents 20bps of Berkshire's market value. Secondly given the small size of the position the investment was likely led by Ted or Todd which could be perceived as a negative given their mediocre performance"  
[X Link](https://x.com/jaysyoon/status/1956191558027399643)  2025-08-15T03:09Z [----] followers, [----] engagements


"@LNG_Investor_ @justfactstruth That is my interpretation as well. This $GLNG 13D filing is a non-event imo"  
[X Link](https://x.com/jaysyoon/status/1957454971655340080)  2025-08-18T14:50Z [----] followers, [----] engagements


"$ELV continues to grind higher on the back of the Ted & Todd $UNH investment. I continue to believe ELV is the superior risk adjusted play here among the beaten down health insurers"  
[X Link](https://x.com/jaysyoon/status/1957456096320233786)  2025-08-18T14:54Z [----] followers, [----] engagements


"$ELV Always good to see insiders adding. Elevance Health $ELV director added $374k worth of shares The CEO added $2.4 million few weeks ago https://t.co/7Z6AOxL5Vy Elevance Health $ELV director added $374k worth of shares The CEO added $2.4 million few weeks ago https://t.co/7Z6AOxL5Vy"  
[X Link](https://x.com/jaysyoon/status/1958636776731316338)  2025-08-21T21:06Z [----] followers, [----] engagements


"Seems like a rotation from $BTC to $ETH will be the trend for the foreseeable future. Makes sense given ETH has actual real world utility and provides a yield paid in ETH which is far more attractive to Wall Street than buying a non productive asset like BTC"  
[X Link](https://x.com/jaysyoon/status/1959659075869757655)  2025-08-24T16:48Z [----] followers, [----] engagements


"Updated thoughts on $BMNR - mNAV has compressed significantly over the past few days mostly likely driven in large part to overhang from second stage of PIPE unlock which took effect yesterday. I suspect that shares will be weak for a couple more days or so as PIPE investors continue to unwind their positions. This is the risk with these treasury vehicles - You are banking on people being willing to bid them to a decent amount above NAV enabling an increase in ETH per share over time. Right now it is not very accretive for BMNR to issue shares so the increase in ETH per share will be rather"  
[X Link](https://x.com/jaysyoon/status/1961099161597624573)  2025-08-28T16:10Z [----] followers, [---] engagements


"Worth a retweet given recent price action of $BMNR vs $SBET and other $ETH treasury sh*tcos Updated thoughts on $BMNR - mNAV has compressed significantly over the past few days mostly likely driven in large part to overhang from second stage of PIPE unlock which took effect yesterday. I suspect that shares will be weak for a couple more days or so as PIPE investors Updated thoughts on $BMNR - mNAV has compressed significantly over the past few days mostly likely driven in large part to overhang from second stage of PIPE unlock which took effect yesterday. I suspect that shares will be weak"  
[X Link](https://x.com/jaysyoon/status/1963419953094128075)  2025-09-04T01:52Z [----] followers, [----] engagements


"To the folks that keep saying $CCJ is too expensive while it continues to make new highs month after month and year after year let me give you a hint - 1) Read CCJ's annual reports for a breakdown of the absurd unit economics that Westinghouse will make for each AP1000 that is built and 2) Read up on the numerous AP1000s that are in the pipeline to be constructed around the globe over the next decade+. After doing that CCJ's current valuation just might start to make more sense to you"  
[X Link](https://x.com/jaysyoon/status/1963421887226147199)  2025-09-04T02:00Z [----] followers, [----] engagements


"Worldcoin $WLD seems like an obvious spec long here. Total free float for WLD is around $3Bn while $OCTO has a pro forma market cap exceeding $10Bn & just raised almost $300m today to purchase WLD. The Co will likely institute an ATM program to raise capital & purchase more WLD beyond its initial $300m raise. I'm long a tiny amount. Not investment advice"  
[X Link](https://x.com/jaysyoon/status/1965109525750391280)  2025-09-08T17:46Z [----] followers, [---] engagements


"Largely agree with your points on $GLNG but I will say that recouping $1Bn will be a lot more challenging than getting YPF to hand over $150m. Don't think it will come to that though because both parties seem to understand how important developing the Vaca Muerte is to the country"  
[X Link](https://x.com/jaysyoon/status/1965183696798953984)  2025-09-08T22:41Z [----] followers, [----] engagements


"Worth a retweet $CCJ A reminder that $CCJ's projections for Westinghouse are extremely conservative & only include the engineering & procurement revenue from new builds. As shown in the attached image engineering & procurement accounts for just 10% or so of the total revenue that Westinghouse would https://t.co/wLDCbGEfhV A reminder that $CCJ's projections for Westinghouse are extremely conservative & only include the engineering & procurement revenue from new builds. As shown in the attached image engineering & procurement accounts for just 10% or so of the total revenue that Westinghouse"  
[X Link](https://x.com/jaysyoon/status/1965807167048761450)  2025-09-10T15:58Z [----] followers, [---] engagements


"As I expected $BMNR's mNAV has rebounded this week and is now trading at above 1.2x. If $ETH price action remains strong I expect mNAV to rebound to 1.5x+ over the coming days / weeks. This is very encouraging as it will allow BMNR to continue increasing ETH / share and NAV / share through accretive issuances"  
[X Link](https://x.com/jaysyoon/status/1966521780635357204)  2025-09-12T15:18Z [----] followers, [---] engagements


"The past few weeks have confirmed that not only is the AI capex cycle going to continue for some time but it will significantly accelerate. If you don't have any power / datacenter exposure in your portfolio you are doing yourself a disservice. A basket of $CRWV $NBIS $IREN and $CIFR should work just fine"  
[X Link](https://x.com/jaysyoon/status/1970875305351889014)  2025-09-24T15:37Z [----] followers, [----] engagements


"Jim today's (bearish) JP Morgan report on $IREN lays out the math on GPU cloud revenue / MW assuming a pretty conservative $2.50 / hour rate. As you can see at this rate GPU revenue / MW amounts to around $10M while the total cost of the GPUs is around $20M which translates to a revenue yield on investment of 50%. I'm okay if you are skeptical that IREN can successfully make the pivot to AI Cloud (that is the real bear thesis) but it seems your arguments are based on lazy research that relies on incorrect assumptions around unit economics & overly bearish views on AI capex"  
[X Link](https://x.com/jaysyoon/status/1971647930365821253)  2025-09-26T18:47Z [----] followers, [---] engagements


"The bear thesis for IAAS providers like $CRWV $NBIS and $IREN is based on the claim that GPUs only have a useful life of [--] years. I believe this claim is frankly a load of BS. Why Firstly reported GPU failure rates in AI datacenters have been much lower than what is implied by a [--] year useful life. Secondly as recently discussed by CRWV mgmt GPUs in AI datacenters are used for inference for the majority of the contract term (Primarily training during the 1st [---] - [---] yrs of the contract & primarily inference for the remaining [---] - [---] yrs of the contract). Inference is far less taxing on a"  
[X Link](https://x.com/jaysyoon/status/1973407451530645942)  2025-10-01T15:19Z [----] followers, [----] engagements


"@MVanbrunsc47513 I think $NBIS is up because we are now able to back into the per hour pricing that $MSFT is paying (as you just did) and the pricing is attractive"  
[X Link](https://x.com/jaysyoon/status/1973760898922946907)  2025-10-02T14:44Z [----] followers, [---] engagements


"Nice move in $ELV over the past few days. Stock remains incredibly cheap relative to normalized earnings & also remains the lowest risk way to bet on a recovery in the health insurance space"  
[X Link](https://x.com/jaysyoon/status/1973880145649020929)  2025-10-02T22:37Z [----] followers, [----] engagements


"To add more supporting evidence in regards to this post - During the $NBIS Q1'25 earnings call NBIS mgmt stated that its GPU depreciation was conservative & that the useful life of GPUs would extend beyond [--] years as more workloads shift to inference. Despite all this evidence we have bears continuing to consist that GPUs will only last for 1-3 yrs. $IREN $CRWV NBIS Mgmt: "And worth to mention in addition we take a more conservative view on depreciation where we use a [--] year depreciation schedule while others use [--] years or [--] years. So when more workloads shift to inference this will come to"  
[X Link](https://x.com/jaysyoon/status/1974124538041348285)  2025-10-03T14:49Z [----] followers, [----] engagements


"This drop in AI datacenter names today on the back of the $ORCL report is stupid imo. Why Simple common sense - It is highly unlikely that both $IREN and $NBIS would choose to pursue IAAS deals rather than colocation deals if IAAS is a money losing biz model. Furthermore we know how much NBIS received from its recent $MSFT deal & the approximate margins from the deal are good / solid. Finally last time i checked $CRWV is a public company and we can see the economics of bare metal deals from their SEC filings. Does today's ORCL report somehow mean CRWV reported financials are now invalid / not"  
[X Link](https://x.com/jaysyoon/status/1975601925455286335)  2025-10-07T16:39Z [----] followers, [----] engagements


"It shocks me that this is the same dude who helped take down Enron. Just nonstop clown show takes on AI datacenters day after day. $IREN $CRWV $NBIS $CIFR @ericjackson What is the pre-tax ROIC on the 50MW Canadian data center(St. George) that will generate the $500M ARR on the [-----] GPUs Assume cost of the GPUs is $1.25B and buildout of the existing DC is $500M ($10M per MW). Use 5-yr life on the GPUs 3% power costs. $IREN @ericjackson What is the pre-tax ROIC on the 50MW Canadian data center(St. George) that will generate the $500M ARR on the [-----] GPUs Assume cost of the GPUs is $1.25B and"  
[X Link](https://x.com/jaysyoon/status/1977821334563672545)  2025-10-13T19:38Z [----] followers, [----] engagements


"Wasn't / am not trolling. I was just providing a rebuttal to his analysis. Jim was including colocation costs which lowers $IREN's margins by $1M / MW which is quite significant. Not sure why this would be considered inconsequential. Next he claimed that IREN is making less than its cost of capital. Another big claim that would be thesis breaking if true so I provided a rebuttal. Just trying to provide honest analysis"  
[X Link](https://x.com/jaysyoon/status/1979224025995116893)  2025-10-17T16:32Z [----] followers, [---] engagements


"Quick short selling lesson of the day. Perceived value stocks usually better shorts than high multiple stocks"  
[X Link](https://x.com/jaysyoon/status/796492701701128193)  2016-11-09T23:20Z [----] followers, [--] engagements

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