# ![@jiahanjimliu Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::801548402387468288.png) @jiahanjimliu Jim Liu

Jim Liu posts on X about $iren, anthropic, ai, $nbis the most. They currently have [------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::801548402387468288/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::801548402387468288/c:line/m:interactions.svg)

- [--] Week [-------] +19%
- [--] Month [---------] +50%
- [--] Months [---------] +9,959%
- [--] Year [---------] +48,538%

### Mentions: [--] [#](/creator/twitter::801548402387468288/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::801548402387468288/c:line/m:posts_active.svg)

- [--] Week [---] -5.70%
- [--] Month [---] +38%
- [--] Months [-----] +2,700%
- [--] Year [-----] +1,788%

### Followers: [------] [#](/creator/twitter::801548402387468288/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::801548402387468288/c:line/m:followers.svg)

- [--] Week [------] +5.30%
- [--] Month [------] +21%
- [--] Months [------] +4,221%
- [--] Year [------] +6,006%

### CreatorRank: [-------] [#](/creator/twitter::801548402387468288/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::801548402387468288/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  45.07% [technology brands](/list/technology-brands)  30.99% [finance](/list/finance)  29.58% [cryptocurrencies](/list/cryptocurrencies)  7.04% [social networks](/list/social-networks)  3.52% [countries](/list/countries)  2.82% [automotive brands](/list/automotive-brands)  1.41% [celebrities](/list/celebrities)  0.7%

**Social topic influence**
[$iren](/topic/$iren) #70, [anthropic](/topic/anthropic) #2450, [ai](/topic/ai) 12.68%, [$nbis](/topic/$nbis) #204, [open ai](/topic/open-ai) 5.63%, [$googl](/topic/$googl) 4.93%, [$orcl](/topic/$orcl) #207, [meta](/topic/meta) 4.93%, [level](/topic/level) 4.23%, [cash flow](/topic/cash-flow) #415

**Top accounts mentioned or mentioned by**
[@danroberts0101](/creator/undefined) [@bitcoinbutcher1](/creator/undefined) [@globalcollapse](/creator/undefined) [@fransbakker9812](/creator/undefined) [@atzaran3](/creator/undefined) [@frameworkwisely](/creator/undefined) [@psinvestor](/creator/undefined) [@todd_mcartor](/creator/undefined) [@gyujin9701](/creator/undefined) [@stockmeetups](/creator/undefined) [@marksotoges](/creator/undefined) [@jindalgautam](/creator/undefined) [@saiseiinvesting](/creator/undefined) [@thetechinvest](/creator/undefined) [@shashigurufocus](/creator/undefined) [@yarless](/creator/undefined) [@ilzmcfly](/creator/undefined) [@oinvests](/creator/undefined) [@brianfry01](/creator/undefined) [@markosaaig](/creator/undefined)

**Top assets mentioned**
[Iris Energy Limited (IREN)](/topic/$iren) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Oracle Corporation (ORCL)](/topic/$orcl) [CoreWeave, Inc (CRWV)](/topic/$crwv) [Microsoft Corp. (MSFT)](/topic/microsoft) [Dell Technologies, Inc. (DELL)](/topic/dell) [Cipher Mining Inc. Common Stock (CIFR)](/topic/$cifr) [Equinix Inc (EQIX)](/topic/$eqix) [Zoom Video Communications Inc (ZM)](/topic/$zm) [Bitcoin (BTC)](/topic/bitcoin) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Fermi Inc. (FRMI)](/topic/$frmi) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [The Official [--] coin (76)](/topic/$76) [Ondas Holdings Inc. Common Stock (ONDS)](/topic/$onds) [RAI Finance (SOFI)](/topic/$sofi) [Metadium (META)](/topic/$meta)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Fair questions let me address. So yes you need software proficiency to run at scale and high software uptime. But this is Anthropic as the customer we are talking about here. [--]. DeepSeek their entire software infra themselves. [--]. Google of 1998-2002 might have need a few pieces outside software Infra but Google of 2003+ built their own software infra. Anthropic is stronger than DeepSeek and in a similar stage as Google [----]. Now have AI coding agents to magnify Anthropics software talent. So IREN only needs to provide bare metal GPUs + Kubernetes setup to abstract out the physical datacenter."  
[X Link](https://x.com/jiahanjimliu/status/2020612303054311862)  2026-02-08T21:34Z 16.9K followers, [----] engagements


"When I mentioned Air-Cooled in Childress H5-10 I mean two possibilities: [--]. The Air-Cooled facilities get retro-fitted for Liquid Cooled but not at the specs of H1-4 which is very expensive 3B for 200MW IT and has a long build time. IREN has a small GB300s in Canada that are Liquid-Cooled but the building and power distribution is re-used from their Air-Cooled facility. This is re-using their air-cooled building and power distribution but the retrofit to liquid cooled. This saves large amounts of Capex and time to DC. [--]. If IREN was to go air-cooled Nvidia specifications state 86F or 30C and"  
[X Link](https://x.com/jiahanjimliu/status/2020205491868111266)  2026-02-07T18:38Z 16.9K followers, 12.4K engagements


"Good digging XCap [--]. So the internal dialog in the NUAI community is that $FRMI is not likely to deliver on time time. So it's possible $PLTR will need alternative compute. [--]. However $PLTR has pretty deep relations with $ORCL so they may continue to work with $ORCL especially if $ORCL has slack from OpenAI which would open availablity. ORCL doesn't make fanfare of serving PLTR and keeps it down low. There some slides here showing PLTR as a customer: [--]. The security concerns you showed on your Youtube would make ORCL as stronger contender than IREN as Ellison is close with admin while"  
[X Link](https://x.com/jiahanjimliu/status/2020324323689656597)  2026-02-08T02:30Z 16.9K followers, [----] engagements


"$IREN TA/FA - Level Headed Outlook. @anandragn who I always respect gave me a heads up to check the $IREN chart. I do acknowledge that IREN does look weak short term: [--]. The previous rise above the [--] day SMA was a bull trap and sold off hard into the range 37-45 range. [--]. We are below the [--] SMA and got rejected twice on the daily. [--]. The volume is elevated into the recent sell off which is an indication of distribution. We need to reclaim 46-47 to have a bullish chart again. I think the most likely possibly is for us to consolidate until April when I expect the next contract. Fundamentally"  
[X Link](https://x.com/jiahanjimliu/status/2021462643513450723)  2026-02-11T05:53Z 16.9K followers, 19.7K engagements


"(1) (2) (3) (4) (5) (6) https://www.equinix.com/content/dam/eqxcorp/en_us/documents/resources/infopapers/ip_ai_and_edge_infrastructure_real_world_stories_en.pdf https://cloud.google.com/customers/equinixutm_source=chatgpt.com https://investor.equinix.com/news-events/press-releases/detail/1028/equinix-announces-fully-managed-service-for-nvidia-dgx-ai https://x.com/unusual_whales/status/2021196701240000653s=20 https://www.equinix.com/data-centers"  
[X Link](https://x.com/jiahanjimliu/status/2021800954182742386)  2026-02-12T04:18Z 16.9K followers, [----] engagements


"Good counter point from @Gyujin_9701 highlighting the differences: $EQIX's interconnection network adds a uniqueness to their IaaS/DC which helps them sustain high pricing power. https://x.com/Gyujin_9701/status/2021829784834318389s=20 @jiahanjimliu         $EQIX $IREN      $EQIX $IREN   https://x.com/Gyujin_9701/status/2021829784834318389s=20 @jiahanjimliu         $EQIX $IREN      $EQIX $IREN"  
[X Link](https://x.com/jiahanjimliu/status/2021835159209980173)  2026-02-12T06:34Z 16.9K followers, [----] engagements


"Speculative Post $IREN: Earnings Call Transcript Notes Some other people may see Dan Roberts IREN CEO as over confident or "over playing" his hand but I disagree. Having studied most if not all @danroberts0101 interviews it's clear to me that Dan is very ambitions in actions/planning but conservative in words. He drags negotiations out for maximum flexibility but will firmly commit when the time comes. Dan does not hype and when he says something it's backed by real discussions. Whether or not the negotiations succeed we do not know but Dan speaks in terms of concrete events. Therefore I find"  
[X Link](https://x.com/jiahanjimliu/status/2020032543362335106)  2026-02-07T07:11Z 16.9K followers, 213.7K engagements


"Pooolside is doing their own infrastructure company but they also rent from Coreweave first since the dont know how long it will take them to figure out how to do a IaaS. Anthropic announced they were going to rent compute and try to do their own DCs. Then they also need to scale. So its a bit of both. https://twitter.com/i/web/status/2021317041790255406 https://twitter.com/i/web/status/2021317041790255406"  
[X Link](https://x.com/jiahanjimliu/status/2021317041790255406)  2026-02-10T20:15Z 16.9K followers, [---] engagements


"@jindal_gautam @PDPhilaPhil Prepayment 1.94B and debt financing 3.5B. Thus it will only pay for DCs from dilutive funding"  
[X Link](https://x.com/jiahanjimliu/status/2021846731881955690)  2026-02-12T07:19Z 16.9K followers, [----] engagements


"FinX legend technical analyst @wliang and his teammate @sunxliao who called the $IREN move from $26-$76 and $ONDS move from $1.5 - $11 are now seeing Weekly (candle) blue diamond on $IREN. The time is nigh Fundamental catalyst fully aligned with strong hypothesis for Jan/Feb hyperscaler deal with stronger economics. Macro looks strong for H1 [----]. Let's send it $IREN $150 $IREN Weekly BD bullish signal holds true. https://t.co/PLbepKHzWd $IREN Weekly BD bullish signal holds true. https://t.co/PLbepKHzWd"  
[X Link](https://x.com/jiahanjimliu/status/2011206463730172183)  2026-01-13T22:39Z 16.8K followers, 40.9K engagements


"@DeNebulord Whatever price you go in $120 is very baseline target. $150 is my target. From at $70 entry that will be a 71%-114% gain in [--] months by June/July depending on when you bought"  
[X Link](https://x.com/jiahanjimliu/status/2011208496314994858)  2026-01-13T22:47Z 16.8K followers, [----] engagements


"Its about the power timelines aka capacity. IREN has [---] GW coming online in SW1 and another 450MW total load to sign in H5-10. CRWV got more through APLD. Doesnt matter how good or bad NBIS software is if they cannot get more power/capacity until likely very late [----] or [----]. https://twitter.com/i/web/status/2014772088574484576 https://twitter.com/i/web/status/2014772088574484576"  
[X Link](https://x.com/jiahanjimliu/status/2014772088574484576)  2026-01-23T18:47Z 16.1K followers, 10.2K engagements


"Shoutout to @StockMeetUps who has taken Cursor to the next level and combining it with his own knowledge on $SOFI has made models for quarterly earnings. This is the future of distributed investing for retail. We will have all the tools of Wall Street but a larger community. 🔴 LIVE: $SOFI Interactive Q4 Earnings Simulation Model Sofi-Qrtly-Model. BUILD YOUR OWN Q4. 🚀 SoFi Community Update Want to explore how $SOFIs Q4 [----] quarterly performance could play out before earnings Check out the SoFi Quarterly Earnings Simulation Model an https://t.co/paoLz2lJxG 🔴 LIVE: $SOFI Interactive Q4"  
[X Link](https://x.com/jiahanjimliu/status/2014884321770012839)  2026-01-24T02:13Z 16.7K followers, [----] engagements


"@jindal_gautam That would get eaten up by theta decay. Any leveraged ETF on and individual stock like IRE is only good for a few days to a a few weeks. Over three years timeframe holding 50% IREN and 50% cash would perform better in all circumstances"  
[X Link](https://x.com/jiahanjimliu/status/2014930505658204434)  2026-01-24T05:17Z 16.2K followers, [----] engagements


"@GlobalCollapse @jindal_gautam Ah okay I missed the part of selling covered calls. In that case you would be engineering between two IV premiums and the IV premium in these ETFs is opaque so thats kind of hard"  
[X Link](https://x.com/jiahanjimliu/status/2015086535440584898)  2026-01-24T15:37Z 16.9K followers, [---] engagements


"$IREN: Where's the GPU Demand It's not only hyperscalers that are freeing up cashflow to buy GPUs. Companies like $ZM are up today because they made private investments into Anthropic. This money is used to buy GPUs. Furthermore to power features like AI Summary Zoom is consuming GPUs. Now $ZM Teams Google Meets are all core infrastructure for any workplace nowadays with most large companies having offices around the world. Even with return to office having AI summary of meetings is a core part of workflow. By transitive property most large companies are paying for AI through SaaS. SaaS"  
[X Link](https://x.com/jiahanjimliu/status/2015847467347005595)  2026-01-26T18:01Z 16.2K followers, 29K engagements


"$IREN: Earnings Anticipations Technical Analysis Today IREN hit the mid time frame $58-$60 resistance zone. It's expected that IREN didn't break straight through $60 today because the big move will likely come next week where H5-10 deal is announced on either Monday or Thursday. The previous inverse head and shoulders broke through the [--] SMA on Jan [--] and is now forming a cup and shoulders into today's $60 resistance zone. Fundamental Analysis - H5-10 Deal H5-10 deal expected Feb [--] or Feb [--]. I expect a higher topline adjusted for GPU cost because the first MSFT deal was not only the"  
[X Link](https://x.com/jiahanjimliu/status/2016285553059364896)  2026-01-27T23:01Z 16.9K followers, 83.7K engagements


"(1) (2) (3) (4) (5) (6) (7) (8) (9) https://x.com/pepe_maltese/status/2016239544689893684s=20 https://datacenters.google/operating-sustainably/ https://datacenter.news/story/aws-s-11bn-indiana-data-centre-powers-anthropic-s-ai-growth https://x.com/ShanuMathew93/status/1998120543472480745s=20 https://x.com/matthew_sigel/status/2014821839764156745s=20 https://finance.yahoo.com/news/why-iren-limited-skyrocketed-285-153500362.html https://techhq.com/news/amd-strikes-chip-deal-to-power-metas-data-centers/"  
[X Link](https://x.com/jiahanjimliu/status/2016285599410618574)  2026-01-27T23:02Z 16.8K followers, 15.9K engagements


"$IREN: Why AI Demand May be Higher With Anthropic raising [----] revenue guidance by +20% (1) this is 10B more of GPU compute it needs for [----] alone This 20% increase means that it's whole demand projection through [----] moves up by 20% or 50B And that assuming non-compounded growth. Dario Anthropic CEO says here he is purposely conservative in his GPU purchase commitments because he is trying to make sure Anthropic survives the up to the 10% tail case scenario where AI demand is lackluster. In cases like this is where Neoclouds like $IREN rise to meet the demand. For all the OpenAIs that boast"  
[X Link](https://x.com/jiahanjimliu/status/2016394782223052814)  2026-01-28T06:15Z 16.1K followers, 12.8K engagements


"$META: Earnings Report [--]. Reality Labs losing more money than ever 6B/qtr and revenue is down from $1.083B in Q4 [----] to 955B in Q4 [----]. - Time to cut for GPU spending [--]. Revenue of Apps is up 47.3B - 58.9B from Q4 [----] to Q4 [----]. This is great growth More money to spend on GPUs [--]. Meta gets taxed at 10% effective tax rate. That's less than almost all of their W-2 employees. https://twitter.com/i/web/status/2016634558670917850 https://twitter.com/i/web/status/2016634558670917850"  
[X Link](https://x.com/jiahanjimliu/status/2016634558670917850)  2026-01-28T22:08Z 16.8K followers, [----] engagements


"$IREN: Surveying the GPU Demand $ORCL is not the only one whose backlog is driven by OpenAI. $MSFT too. OpenAI uses 20% of all GPUs on the market. OpenAI + Anthropic uses 33% of all GPUs on the market. Not having OpenAI on your backlog doesn't mean you are safe when OpenAI is a huge consumer because of this fall out effect. Thank god Anthropic is picking up the slack increasing revenue projections for [----] by 20% today and it's only Jan. Anthropic will keep increase. If you look deeper what has happened is that OpenAI has forecasted they will monopolistically dominate but alot of it will"  
[X Link](https://x.com/jiahanjimliu/status/2016761330162966756)  2026-01-29T06:32Z 16.3K followers, 44.9K engagements


"@SylentTrade Okay okay. Assuming Sylent has incredible sources of info I would guess: [--]. Mackenzie 80MW for Meta [--]. Horizon 5-10 for Anthropic possibly split/mixed with AWS"  
[X Link](https://x.com/jiahanjimliu/status/2017317025581060588)  2026-01-30T19:20Z 16K followers, [----] engagements


"@McnallieM Anthropic possibly with AWS takes H5-10 and Meta takes Mackenzie. SW will come later"  
[X Link](https://x.com/jiahanjimliu/status/2017345984179974318)  2026-01-30T21:15Z 16.7K followers, [----] engagements


"@nikitabier @TedPillows $IREN"  
[X Link](https://x.com/jiahanjimliu/status/2017820586341503469)  2026-02-01T04:41Z 16.2K followers, [----] engagements


"$IREN Let me address the short-term and long-term view of Jordi's Edge AI Bear Case: Short Term View Jordi says "People are stacking Mac Studios and running inference locally for free" (1). A single [---] GB Mac Studio is $9.5k (2) not quite free. Stack [--] of them and depreciated $19k over [--] years that's $316/mo. $316/mo for 30-60 tokens/second (1) You can get more [--] token/second on Anthropic's $20 plan (3). Now the point Jordi stressing is that on Anthropic's $20 plan you run into the token limit while on your Mac Studios you can keep going for free. So let's compare to the $200 plan. A 512GB"  
[X Link](https://x.com/jiahanjimliu/status/2017834825735147744)  2026-02-01T05:38Z 16.8K followers, 65.3K engagements


"(1) (2) (3) (4) (5) https://techcommunity.microsoft.com/blog/azurehighperformancecomputingblog/breaking-the-million-token-barrier-the-technical-achievement-of-azure-nd-gb300-v/4466080 https://www.macrumors.com/2025/03/17/apples-m3-ultra-runs-deepseek-r1-efficiently/ https://artificialanalysis.ai/models/claude-opus-4-5-thinking https://www.apple.com/shop/buy-mac/mac-studio https://x.com/jvisserlabs/status/2017650319967268973s=20 The Edge AI Bear Case is Playing Out in Real-Time 1/ If you're not on X and listening to podcasts you're behind on the AI speed. Mainstream financial media is 6-12"  
[X Link](https://x.com/jiahanjimliu/status/2017835708791328931)  2026-02-01T05:41Z 16.5K followers, [----] engagements


"(1) (2) https://www.reuters.com/world/us/trump-says-fed-pick-due-friday-after-meeting-warsh-white-house-2026-01-30/ https://www.wsj.com/economy/central-banking/kevin-warshs-three-tasks-shrink-the-fed-tame-inflation-manage-the-president-2640eace https://www.reuters.com/world/us/trump-says-fed-pick-due-friday-after-meeting-warsh-white-house-2026-01-30/ https://www.wsj.com/economy/central-banking/kevin-warshs-three-tasks-shrink-the-fed-tame-inflation-manage-the-president-2640eace"  
[X Link](https://x.com/jiahanjimliu/status/2017851584248746129)  2026-02-01T06:44Z 16.2K followers, [----] engagements


"Yes $IREN is a large holding in $WGMI and other bitcoin miner ETF. Bitcoin sell off will trigger $WGMI and other ETFs to sell off which will sell off underlying shares of $IREN. Mid/Long term $IREN is rapidly switching it's revenue from BTC to AI IaaS. The broader may bridge the sell off sooner or later. https://twitter.com/i/web/status/2017853392992014573 https://twitter.com/i/web/status/2017853392992014573"  
[X Link](https://x.com/jiahanjimliu/status/2017853392992014573)  2026-02-01T06:51Z 16.8K followers, [---] engagements


"@SaiseiInvesting $SATS is interesting SpaceX proxy"  
[X Link](https://x.com/jiahanjimliu/status/2017860613675118774)  2026-02-01T07:20Z 16.7K followers, [----] engagements


"@JackMenshaw @SaiseiInvesting Hmm well maybe SpaceX is their entire valuation. Depends on SpaceX IPO price"  
[X Link](https://x.com/jiahanjimliu/status/2018530767744516571)  2026-02-03T03:43Z 16.7K followers, [---] engagements


"@Arronwei3n HBM is within YMTC expertise. The flood is coming but it might be 2028"  
[X Link](https://x.com/jiahanjimliu/status/2018779969674170417)  2026-02-03T20:13Z 16K followers, [---] engagements


"Which mode of failure is important. [--]. If CRWV failed due to their own faults their customers Meta MSFT OpenAI will still need the GPUs they signed up for. They will need to get it from else where. [--]. If CRWV failed due to their customers not needing the GPUs any more then that's an issue for everyone"  
[X Link](https://x.com/jiahanjimliu/status/2018868937640026283)  2026-02-04T02:07Z 16.5K followers, [----] engagements


"@franklee6924T @MaoBaoBaomby Agreed. They may even continue doing whatever they are doing funded by Nvidia"  
[X Link](https://x.com/jiahanjimliu/status/2018878564419142040)  2026-02-04T02:45Z 16K followers, [---] engagements


"@GlobalCollapse 🎯. Funds love Anthropic exposure. If IREN can land an Anthropic deal that would be lit. Thursday lets see"  
[X Link](https://x.com/jiahanjimliu/status/2018879294827889105)  2026-02-04T02:48Z 16.1K followers, [----] engagements


"@CarterHugh46090 Yes I am holding through. I had previously made really bullish post for deal in the 40s and if I change own expectations I want to be transparent about it in the 50s so that everyone has time to make their own decisions"  
[X Link](https://x.com/jiahanjimliu/status/2018943478412284281)  2026-02-04T07:03Z 16.1K followers, [----] engagements


"@indigostocks There's alot of cost going up including HBM cost of hotels and having labor in Childress going up (Childress is a small town). $IREN will may need to negotiate a higher top line and that's going to push back the negotiation process"  
[X Link](https://x.com/jiahanjimliu/status/2018943807669387579)  2026-02-04T07:04Z 16.1K followers, [----] engagements


"Reason There's alot of cost going up from components like HBM to cost of having labor in Childress going up. Childress is a small town so hotel rates are up relative to the salary that a construction worker makes. $IREN may need to negotiate a higher top line and that's going to push back the negotiation process. I'm still thinking deal by April for both H5-10 and first 200MW block of SW1"  
[X Link](https://x.com/jiahanjimliu/status/2018944716646257128)  2026-02-04T07:08Z 16.7K followers, 15.7K engagements


"@eliasmarshall Yes we definitely need a deal by April. $IREN will have 450MW in Childress and 1.4GW in SW1. We cannot sign 1.85GW worth of deals all squeeze in H2 [----] and build fast enough to optimally monetize it"  
[X Link](https://x.com/jiahanjimliu/status/2018945223880249477)  2026-02-04T07:10Z 16.6K followers, [----] engagements


"I think my partial miss reading of the clues is that Meta Anthropic or someone significant signs 80MW Mackenzie. It's not the size of H5-10 deal but it's a HS deal. We will then get H5-10 and first 200MW block of SW1 deal by end of April"  
[X Link](https://x.com/jiahanjimliu/status/2018948408728551706)  2026-02-04T07:23Z 16.7K followers, 12.9K engagements


"@jindal_gautam IREN procures site level components before deal and then DC level components after deal because only DC level components are subject to customer specs. Frans subgroup had tracked SW1 transformer to Houston and ahead of schedule delivered SW1"  
[X Link](https://x.com/jiahanjimliu/status/2018949562434773489)  2026-02-04T07:27Z 16.2K followers, [---] engagements


"@IRENBULLLL Ill plan to hold a large IREN position through but not an all in position. Im roughly thinking 50% diversification. I will actively monitor and refine my plan as we get more data"  
[X Link](https://x.com/jiahanjimliu/status/2019074166582878394)  2026-02-04T15:42Z 16.2K followers, [---] engagements


"@MaoBaoBaomby Great transparency MaoBaoBao Life is important See you around in the investing community"  
[X Link](https://x.com/jiahanjimliu/status/2019209228934869031)  2026-02-05T00:39Z 16.2K followers, [----] engagements


"@P_Remarks Second derivative peaking now means first derivative peaks in [----] and Capex potentially flatlines in [----]. You know what second derivative is bro"  
[X Link](https://x.com/jiahanjimliu/status/2019235540605047157)  2026-02-05T02:24Z 16.2K followers, [----] engagements


"@treasury_bill Short term yes long term no"  
[X Link](https://x.com/jiahanjimliu/status/2019272423879897438)  2026-02-05T04:50Z 16.2K followers, [----] engagements


"@GenAI_is_real 🎯"  
[X Link](https://x.com/jiahanjimliu/status/2019299074235932824)  2026-02-05T06:36Z 16.2K followers, [----] engagements


"@jaysyoon Great call last year Jay"  
[X Link](https://x.com/jiahanjimliu/status/2019512797579866147)  2026-02-05T20:45Z 16.5K followers, [----] engagements


"@MB_Hogan Thanks Mark"  
[X Link](https://x.com/jiahanjimliu/status/2019516820877902263)  2026-02-05T21:01Z 16.5K followers, [----] engagements


"Dark Thoughts: AI Buildout vs Crypto There is not enough liquidity for two large negative cashflow assets: AI Buildout and Crypto. AI Buildout is backed by Mag7 spend which has a large component backed by cashflows and starting this year debt. If OpenAI can get funding that will unlock $ORCL. As I've said time and time again for the short to mid term $NBIS $CRWV $IREN cannot escape far from the gravity of $ORCL without insane independent catalyst. Once $ORCL starts trending up the Neocloud sector will have life again. Some funds on Wall Street trades these as a basket and $ORCL is the"  
[X Link](https://x.com/jiahanjimliu/status/2019519340928770332)  2026-02-05T21:11Z 16.7K followers, 13.5K engagements


"@tasha463726 I set expectations too high but I was transparent about no deal at $54 and I'm still 98% portfolio in my self"  
[X Link](https://x.com/jiahanjimliu/status/2019549901923991765)  2026-02-05T23:13Z 16.5K followers, [---] engagements


"Haha didn't expect you to take spin FUD out on a poor day for the entire market. Let's take a look at some facts: Just for your info $NBIS is selling out of H100s. Air-cooled H100s are in full demand right now. B200/B300 are air cooled and newer and higher performance than H100s. In fact most of the inference market runs on B200/B300s right now as GB300 are for training. Anything wrong with air cooled B200/B300 https://twitter.com/i/web/status/2019551333506797595 https://twitter.com/i/web/status/2019551333506797595"  
[X Link](https://x.com/jiahanjimliu/status/2019551333506797595)  2026-02-05T23:18Z 16.7K followers, 14K engagements


"So IREN is only doing air cooled for their Canada sites and not their Texas sites. Expansions in Canada are from retrofitting their BTC DCs. They have existing datacenters that they can repurpose in Canada for air cooling. For their Canada Aircooled IREN is achieving PUE of [---] which is pretty close to $NBIS Finlands [----] - which answers your dollar/MW question. Not rebuilding the DCs and repurposing is the quickest time to power"  
[X Link](https://x.com/jiahanjimliu/status/2019567690181210286)  2026-02-06T00:23Z 16.6K followers, [----] engagements


"The exact quote from earnings call regarding air cooled: "We have multiple advanced negotiations underway for larger scale deployments and are also seeing hyperscalers and AI enterprises increasingly focus on air-cooled GPUs given the faster deployment timelines. . We're also seeing hyperscalers and leading enterprises actively pursue both liquid and air-cooled GPU deployments as they work to accelerate rollouts. The increased focus on air-cooled deployments aligns extremely well with our existing footprint of [---] MW of already operational air-cooled data centers . Another factor that we"  
[X Link](https://x.com/jiahanjimliu/status/2019571331956895963)  2026-02-06T00:38Z 16.6K followers, [---] engagements


"@HappoVaari Yes I do think it's because of GPUs. IREN is great with DC buildouts but slower with GPU installs and their delivery times are pretty conservative to allow for slack time"  
[X Link](https://x.com/jiahanjimliu/status/2019670237025824964)  2026-02-06T07:11Z 16.6K followers, [---] engagements


"@billdonoley @TheTechInvest Can you explain this one Bill"  
[X Link](https://x.com/jiahanjimliu/status/2019673540547727871)  2026-02-06T07:24Z 16.6K followers, [--] engagements


"$MU and $SNDK were Non-Intuitive Plays I always feel bad for giving @GlobalCollapse the wrong take on storage. However for many in the industry we had seen memory and more so storage be commdities for such a long time we missed the flip. In [----] even @SemiAnalysis_ wrote that "Memory Is The Biggest Loser" and that "Micron $MU looks very weak in AI" here: https://newsletter.semianalysis.com/p/ai-server-cost-analysis-memory-is https://newsletter.semianalysis.com/p/ai-server-cost-analysis-memory-is"  
[X Link](https://x.com/jiahanjimliu/status/2019675021153632657)  2026-02-06T07:30Z 16.8K followers, [----] engagements


"@StephenEllis_PR @BitcoinAIGuy @danroberts0101 No. The software they want just basic Kubernetes setup to abstract the physical layout of the GPUs. The customer is very good at software but doesnt want to deal with anything DC. They just need the first layer of software to abstract that"  
[X Link](https://x.com/jiahanjimliu/status/2019798387269283944)  2026-02-06T15:40Z 16.4K followers, [--] engagements


"@GlobalCollapse @SemiAnalysis_ You asked whats the next bottleneck and you said storage for video models and output. Although its not quite ripe for video storage became a clear bottleneck. At the time I said storage was commodity"  
[X Link](https://x.com/jiahanjimliu/status/2019801300092027253)  2026-02-06T15:52Z 16.8K followers, [---] engagements


"@GlobalCollapse Yes. If you look at the Satellite pictures and when Dell delivering GPUs its clear that Dell is deliveries are somewhat slow. However IREN cannot risk GPUs unplugged so they probably gave alot of slack time and might have scheduled slow delivery to have slack"  
[X Link](https://x.com/jiahanjimliu/status/2019805210286452794)  2026-02-06T16:07Z 16.6K followers, [----] engagements


"The deliveries and installations are slow AF but thats going to ramp up. IREN has to schedule alot of slack into the deliveries because they cannot risk idle GPUs on shelfs. MSFT even had GPUs on shelfs at one point because they were too aggressive and mid calculated how fast DC capacity would come online. IREN cannot risk that depreciation. https://twitter.com/i/web/status/2019809511423574193 https://twitter.com/i/web/status/2019809511423574193"  
[X Link](https://x.com/jiahanjimliu/status/2019809511423574193)  2026-02-06T16:24Z 16.6K followers, [--] engagements


"@ishay_david 🤝. Yes it will take time"  
[X Link](https://x.com/jiahanjimliu/status/2019887901409182027)  2026-02-06T21:36Z 16.7K followers, [---] engagements


"@ShashiGurufocus If they can setup the all configurations GPUs themselves. They setup the Canada DCs themselves but for MSFT they are paying Dell to do it. Obviously setup is not just labor but burn in performance test and possible debugging of bad components"  
[X Link](https://x.com/jiahanjimliu/status/2020019891873673424)  2026-02-07T06:20Z 16.7K followers, [---] engagements


"(1) (2) (3) (4) (5) (6) https://x.com/TheBenSchmark/status/2015840177583694184s=20 https://x.com/wallstengine/status/2016321683498664322s=20 https://x.com/wallstengine/status/2016321683498664322s=20 https://x.com/jiahanjimliu/status/1966363704129450137 https://finance.yahoo.com/quote/IREN/earnings/IREN-Q2-2026-earnings_call-402733.html https://x.com/jiahanjimliu/status/1993779461729432042 $ZM is the best Anthropic play Zoom likely made a $51m investment in Anthropic Series C in [----] at $4.1bn valuation. Sequoia in at $350bn. 85X Even diluted Zoom may have a multi-billion dollar Anthropic"  
[X Link](https://x.com/jiahanjimliu/status/2020032584034685000)  2026-02-07T07:11Z 16.8K followers, 15.4K engagements


"Yahoo link for transcript (2) got taken down. Transcript also available on Motley Fool: https://www.fool.com/earnings/call-transcripts/2026/02/05/iren-iren-q2-2026-earnings-call-transcript/ https://www.fool.com/earnings/call-transcripts/2026/02/05/iren-iren-q2-2026-earnings-call-transcript/"  
[X Link](https://x.com/jiahanjimliu/status/2020189867360284680)  2026-02-07T17:36Z 16.8K followers, [----] engagements


"@moninvestor ❄💪. These are tough sentiment times but there was nothing materially wrong with earnings"  
[X Link](https://x.com/jiahanjimliu/status/2020237215230804265)  2026-02-07T20:44Z 16.7K followers, [---] engagements


"@VraserX Wow OpenAI is back"  
[X Link](https://x.com/jiahanjimliu/status/2020300610822951271)  2026-02-08T00:56Z 16.7K followers, [---] engagements


"@litigious_dulce You always gave amazing insights and we're lucky to have you in the community. Love you Dulce You one of the OGs I remember reading many of your post. $IREN community strong together"  
[X Link](https://x.com/jiahanjimliu/status/2020310995667947862)  2026-02-08T01:37Z 16.8K followers, [---] engagements


"@JarmoFriman Dan has said IREN is negotiations in hyperscalers and leading enterprises. I think the top candidates are Google Microsoft Meta Anthropic"  
[X Link](https://x.com/jiahanjimliu/status/2020311588595437732)  2026-02-08T01:39Z 16.8K followers, [----] engagements


"@bitcoinbutcher1 @AnthropicAI Yes IREN will already be heavy capex for state of the art liquid cooled for SW1. Makes sense to diversify and use their existing DCs to their advantage"  
[X Link](https://x.com/jiahanjimliu/status/2020312303191675252)  2026-02-08T01:42Z 16.7K followers, [----] engagements


"@marksotoges @bitcoinbutcher1 @AnthropicAI Thanks for your support Mark"  
[X Link](https://x.com/jiahanjimliu/status/2020313235061371119)  2026-02-08T01:46Z 16.7K followers, [--] engagements


"@Atzaran3 @danroberts0101 Great takes @Atzaran3 IREN can offer direct to Anthropic without Google taking margin. Google never comes in for small margin and are a direct Anthropic competitor with Gemini"  
[X Link](https://x.com/jiahanjimliu/status/2020313468155621421)  2026-02-08T01:47Z 16.7K followers, [--] engagements


"@Atzaran3 @PDPhilaPhil @danroberts0101 Agreed Anthropic and Google is my take. OpenAI already has big order books with ORCL and some large orders with MSFT and CRWV"  
[X Link](https://x.com/jiahanjimliu/status/2020313681133990046)  2026-02-08T01:48Z 16.7K followers, [--] engagements


"@Atzaran3 @PDPhilaPhil @danroberts0101 Agreed I think OpenAI actually has a pretty great product. It's just that they already have huge order book with ORCL and alot with MSFT/CRWV too"  
[X Link](https://x.com/jiahanjimliu/status/2020313858066591922)  2026-02-08T01:48Z 16.7K followers, [--] engagements


"@bitcoinbutcher1 @danroberts0101 💯. [----] is when the flywheel gets started. It will be a strong roll and good momentum into [----] as they will be able to do debt financing on their MSFT DC which will be 3B"  
[X Link](https://x.com/jiahanjimliu/status/2020315063094313151)  2026-02-08T01:53Z 16.8K followers, [----] engagements


"Good take @DrNHJ I agreed that Feb - May will good expectations for a contract. I personally expect Feb to end of April. There are multiple reasons for IREN to get better economics including no anchor-tenant discount and no uptime/credibility risk discount. Having a non-HS client with the growth profile of Anthropic would long term growth stability and profitbility by quite alot. Anthropic also has needs too. They are doing fundraising and has higher than expected compute needs. https://twitter.com/i/web/status/2020316218423484902 https://twitter.com/i/web/status/2020316218423484902"  
[X Link](https://x.com/jiahanjimliu/status/2020316218423484902)  2026-02-08T01:58Z 16.7K followers, [----] engagements


"@AvivArazi @danroberts0101 Thanks @AvivArazi $40 is close to where we started the year. We front ran a deal that is probably coming March/April too early. Let's see how these negotiations go"  
[X Link](https://x.com/jiahanjimliu/status/2020316408455000486)  2026-02-08T01:59Z 16.8K followers, [----] engagements


"Thanks Pepe Yea right now market basically is flushing out any company without positive cashflow. Many growth companies have good future profitability but are cashflow negative. Doubly true for AI capex. IREN is not at risk of being replaced by Coding Agents as it's infrastructure layer for them so that makes IREN an interesting play. https://twitter.com/i/web/status/2020317152008630296 https://twitter.com/i/web/status/2020317152008630296"  
[X Link](https://x.com/jiahanjimliu/status/2020317152008630296)  2026-02-08T02:01Z 16.7K followers, [----] engagements


"@PSInvestor Alot will boil down to these negotiations At this time the upside far outweighs the downside which is why I remain 98%+ invested"  
[X Link](https://x.com/jiahanjimliu/status/2020326611686682927)  2026-02-08T02:39Z 16.7K followers, [---] engagements


"@TheBigDegen That's the level headed post. This is the more bullish read on the earnings call but still facts based: https://x.com/jiahanjimliu/status/2020032543362335106s=20 Speculative Post $IREN: Earnings Call Transcript Notes Some other people may see Dan Roberts IREN CEO as over confident or "over playing" his hand but I disagree. Having studied most if not all @danroberts0101 interviews it's clear to me that Dan is very ambitions in https://x.com/jiahanjimliu/status/2020032543362335106s=20 Speculative Post $IREN: Earnings Call Transcript Notes Some other people may see Dan Roberts IREN"  
[X Link](https://x.com/jiahanjimliu/status/2020327091687117244)  2026-02-08T02:41Z 16.7K followers, [----] engagements


"@StockMeetUps @danroberts0101 @anthonynoto Agreed I will study more into Anthony Noto"  
[X Link](https://x.com/jiahanjimliu/status/2020327154282819647)  2026-02-08T02:41Z 16.7K followers, [---] engagements


"@PSInvestor Wow You are a pretty big account with alot of experience in real estate Self-made people have gone through trials to come out on the other side with strong judgement skills"  
[X Link](https://x.com/jiahanjimliu/status/2020330024281502039)  2026-02-08T02:53Z 16.7K followers, [---] engagements


"@MarkTheLaird @BitcoinAIGuy @IREN_Ltd @danroberts0101 Agreed Only official announcements are official. I'm in common shares for the long term growth. I look at possibilities not to make short term plays but see what factors are can influence long term growth"  
[X Link](https://x.com/jiahanjimliu/status/2020330273037246850)  2026-02-08T02:54Z 16.7K followers, [--] engagements


"@big_reabs 🔥. IREN delivered on financing this earnings call"  
[X Link](https://x.com/jiahanjimliu/status/2020636431161733488)  2026-02-08T23:10Z 16.8K followers, [---] engagements


"@TheTechInvest Theres many components of software. IREN most likely just needs to provide a layer of software that can abstract away the physical layout of the datacenter. This would still fall under IaaS. https://x.com/jiahanjimliu/status/2020709643971108949s=20 @warai_ein @Yarless_ @danroberts0101 IREN provides managed Kubernetes but it's Anthropic who manages the pods and operate the workloads whether or not IREN uses Rancher (RKE2) or kubeadm is up to them. IREN is responsible for [--]. Control plane availability (Make sure the API server is up aka"  
[X Link](https://x.com/jiahanjimliu/status/2020718381251604828)  2026-02-09T04:36Z 16.8K followers, [----] engagements


"@GenAI_is_real 🔥🔥🔥"  
[X Link](https://x.com/jiahanjimliu/status/2020719774112870836)  2026-02-09T04:41Z 16.8K followers, [---] engagements


"@GenAI_is_real Thanks for the context"  
[X Link](https://x.com/jiahanjimliu/status/2020720099314057449)  2026-02-09T04:43Z 16.8K followers, [---] engagements


"@defpac76381 @midlevelcruiser @gnoble79 With 20-30x ROI the negative burn ratio is closer to 2x. There's still a 10-15x return after you divide by 2x"  
[X Link](https://x.com/jiahanjimliu/status/2020751533080543628)  2026-02-09T06:48Z 16.8K followers, [--] engagements


"@FrameworkWisely @danroberts0101 @IREN_Ltd IREN sources renewable energy from the grid. It doesnt have the environmental problem in the first place to need carbon capture. Nebius NJ is BTM gas turbines so it needs to solve the environmental regulation issue"  
[X Link](https://x.com/jiahanjimliu/status/2020754801131434040)  2026-02-09T07:01Z 16.8K followers, [----] engagements


"If anybody remembers peak ESG the issue with Carbon Capture wasnt just that they were questionable in effectiveness but they were also too expensive so oil and gas found it more sensible to just pay the penalties. BTM Gas Turbines already expensive add on Carbon Capture capex and Opex on top of that. Most carbon capture techniques are energy intensive"  
[X Link](https://x.com/jiahanjimliu/status/2020757907474718819)  2026-02-09T07:13Z 16.8K followers, [---] engagements


"@aakashgupta Even for an Elon fan like me his [--] year moon plan is really exaggerated in timeline. I worked at Tesla and we delivered Megapack to market at record time but I believe Moon colony will take much longer even at Elon work ethic and work hours"  
[X Link](https://x.com/jiahanjimliu/status/2020759212532670541)  2026-02-09T07:18Z 16.8K followers, [----] engagements


"@Yarless_ @warai_ein @danroberts0101 The have a long term goal and a short term capability"  
[X Link](https://x.com/jiahanjimliu/status/2020878298184896600)  2026-02-09T15:11Z 16.8K followers, [---] engagements


"The issue has never been about reinventing the wheel. The issue is that whether one wheel is worth paying 80% margins and another can be had for 5% margins. Software with network effects will be able to retain their margins and P/E not because of their software but because of the network. Software by itself will be able to retain their margins even if they survive"  
[X Link](https://x.com/jiahanjimliu/status/2021007807521358132)  2026-02-09T23:46Z 16.8K followers, [----] engagements


"@Midnight_Captl @PythiaR Its a tailwind for both but only Anthropic is sailing on it. Microsoft is having trouble getting sails raised"  
[X Link](https://x.com/jiahanjimliu/status/2021019219601785098)  2026-02-10T00:31Z 16.8K followers, [---] engagements


"$IREN: Updated Deal Thoughts The clues and rumors are not easy for me to sort out. Whereas I had previously very strongly believed that an deal for H5-10 would get announced this week; I am now thinking that there's a 50% chance the deal may be delayed. I changed my own expectations tonight and I'm posting to be transparent. I do get excited about stocks and rumor sometimes but will transparently post when my expectations change. For my own portfolio I will hold my entire 98%+ IREN position as is because I don't make sudden moves in my portfolio from unconfirmed rumors one way or another. I"  
[X Link](https://x.com/jiahanjimliu/status/2018941526794264973)  2026-02-04T06:55Z 16.9K followers, 111.7K engagements


"$IREN: Feb [--] [----] Earnings The Sin The sin that $IREN committed this earnings report was not announcing a second deal. When we look at the three months since $IREN signed its first MSFT deal: [--]. November: Management worked on convertibles negotiations and started debt funding conversations. [--]. December: Finished convertibles before US holiday season. Although IREN management is Australian the US counterparts were in holiday season. [--]. Jan: Finished debt funding negotiations. A deal would have been hard to close out on the month where HBM prices increase 80%-90% QoQ (1). HBM accounts for 45%"  
[X Link](https://x.com/jiahanjimliu/status/2019659970103710090)  2026-02-06T06:30Z 16.9K followers, 93.9K engagements


"(1) (2) (3) (4) (5) (6) (7) (8) (9) (10) (11) (12) (13) (14) https://www.nvidia.com/en-us/on-demand/session/gtc25-s74219/ https://x.com/jiahanjimliu/status/1993779461729432042 https://www.anthropic.com/news/expanding-our-use-of-google-cloud-tpus-and-services https://www.datacenterdynamics.com/en/news/openai-signs-300bn-cloud-deal-with-oracle-report/ https://finance.yahoo.com/quote/IREN/earnings/IREN-Q2-2026-earnings_call-402733.html https://www.youtube.com/watchv=bgv1Z11bB8w"  
[X Link](https://x.com/jiahanjimliu/status/2019660024600223765)  2026-02-06T06:30Z 16.9K followers, 18.8K engagements


"@ShawnLi_real @ShawnLi_real my mother in law works for SMCI and I interned on a core server team at Dell. I own [--] SMCI and I prefer IREN SMCI. SMCI is not a bad stock but theres not much upside either"  
[X Link](https://x.com/jiahanjimliu/status/2019824085841440900)  2026-02-06T17:22Z 16.9K followers, [----] engagements


"IREN provides managed Kubernetes but it's Anthropic who manages the pods and operate the workloads whether or not IREN uses Rancher (RKE2) or kubeadm is up to them. IREN is responsible for [--]. Control plane availability (Make sure the API server is up aka https://cluster-endpoint:6443 is up) [--]. Cluster recovery time [--]. Node provisioning time [--]. Hardware health Anthropic is responsible for: [--]. Pod uptime [--]. NCCL efficiency [--]. training job success IREN would install a baseline OS install Kubernetes distribution (RKE2/dubeadm) setup a control plane server with load balancer update"  
[X Link](https://x.com/jiahanjimliu/status/2020709643971108949)  2026-02-09T04:01Z 16.9K followers, 13.1K engagements


"Thanks for always being a great sport Mark Cheers for NBIS earnings tomorrow I think some take away from IRENs earnings is that NBIS can look to use debt financing at 6% rate for their GPUs. NBIS also signed their MSFT deal earlier so if NBIS announces revenue starting that would time well with IREN announcing the same for their MSFT deal next quarter. https://twitter.com/i/web/status/2021630344194408478 https://twitter.com/i/web/status/2021630344194408478"  
[X Link](https://x.com/jiahanjimliu/status/2021630344194408478)  2026-02-11T17:00Z 16.9K followers, [--] engagements


"@MB_Hogan @ilzmcfly Thanks for the positive Mark I do think both IREN and NBIS are undervalued and should go up from here. I do have to admit my own expectations for IRENs deal are by end of April"  
[X Link](https://x.com/jiahanjimliu/status/2021630824123445426)  2026-02-11T17:02Z 16.9K followers, [---] engagements


"@MB_Hogan and @CinematicFilm72 are NBIS investors that are good sports. They typically try to find things from IRENs report that might translate to positives for NBIS too. Whatever criticism they make are in contest or are generally fair in debate. Although we both have reasons to be invested in our respective stocks theres no reason to publicly be spewing FUD on each others stocks. Only whales and institutions move the price anyways. @mvcinvesting This is the single most important line for $NBIS from iren earnings. "Secured $3.6 billion GPU financing. together with Microsoft prepayment ($1.9"  
[X Link](https://x.com/jiahanjimliu/status/2021632294176669936)  2026-02-11T17:07Z 16.9K followers, [----] engagements


"@JackMenshaw Good job on tracking the orders Jack"  
[X Link](https://x.com/jiahanjimliu/status/2021659591113945575)  2026-02-11T18:56Z 16.9K followers, [---] engagements


"$EQIX: Different but Similar $IREN Long Term Comparable Equinix $EQIX had a great earnings call today and is up 8.1% after-hours. - YTD it is up 22.2%. - It's [--] year is up only 24.6% because it's main source of return is it's 2.19% dividend. - Prior to earnings Equinix's market cap is 85.9B so with the 8.1% increase AH it's effective 92B market cap. What is Equinix 70% of Equinix reoccurring revenues come from owned assets (1 and picture 1) which is Colocation and IaaS (2). It also offers interconnection software which is networking between different regions. Equinix is a REIT with a high P/E"  
[X Link](https://x.com/jiahanjimliu/status/2021800910834610281)  2026-02-12T04:17Z 16.9K followers, 13.6K engagements


"@Para_Capital @JonahLupton I added it to my research list"  
[X Link](https://x.com/jiahanjimliu/status/2022021245592830145)  2026-02-12T18:53Z 16.9K followers, [---] engagements


"Whereas some of the best investments in the past [--] years revolved around SaaS. I believe a dominant theme for the next 5-10 years will be real world production supply chains and assets. In this clip @Tyler_Neville_ explains this better than anyone else. The bottleneck and thus value is moving to companies that can produce real output: copper mines copper refining fabs equipment enriched Uranium transformers high bandwidth memory optics solar panels rockets natural gas drones defense suppliers. I was totally missing the point when I told @GlobalCollapse that storage was easy to fab relative"  
[X Link](https://x.com/jiahanjimliu/status/2016398716341780595)  2026-01-28T06:31Z 16.9K followers, 11.8K engagements


"Macro: Kevin Walsh and Silver Gold $BTC vs Productive Assets like $IREN Kevin Walsh Kevin Walsh has a record as an opponent of QE (1). Walsh is a proponent of: [--]. Shrinking the Fed balance sheet or QT (2). [--]. Lowering the Fed funds rate or the overnight rate (2). [--]. Easing bank regulation (2). To me this move signifies that: [--]. Walsh is trying to move liquidity from non-productive assets to productive assets like infrastructure. [--]. Walsh cannot have the confidence of the bond market for long term rates if he simultaneously does QE and lower short term rates. Thus he is trying to establish the"  
[X Link](https://x.com/jiahanjimliu/status/2017850918348460481)  2026-02-01T06:42Z 16.8K followers, 19.7K engagements


"@bitcoinbutcher1 @bourneonthecob @AvivArazi @fluidstack @AnthropicAI So currently Anthropic buying from AWS bare metal. IREN would sub for AWS capacity not colocation capacity"  
[X Link](https://x.com/jiahanjimliu/status/2021307807761412606)  2026-02-10T19:38Z 16.9K followers, [---] engagements


"@genZinvest0r Yea there's no clear way to value AI talent. On one end of the spectrum you have Zuck poaching researchers for 100m each. I do think LLM research is worth more vs agent search augmentation but no one has valuation for either"  
[X Link](https://x.com/jiahanjimliu/status/2021353520440672314)  2026-02-10T22:40Z 16.9K followers, [---] engagements


"@Yarless_ @Gyujin_9701 Clickhouse is the most valuable if they had the choice they should have kept 100% Clickhosue and span out the other subsidiaries instead. It's likely the other subsidiaries didn't have enough liquidity so only Clickhouse can be spun out"  
[X Link](https://x.com/jiahanjimliu/status/2021466501925265600)  2026-02-11T06:09Z 16.9K followers, [---] engagements


"@OInvests Agreed. Im alluding to deal with anything. Just that the earnings report will reshape the chart"  
[X Link](https://x.com/jiahanjimliu/status/2021709980668506549)  2026-02-11T22:16Z 16.9K followers, [---] engagements


"$IREN's Next Step into Multi-Cloud (Many of my post long but all are hand written. This one is my coup de grce.) Everyone is speculating on whether IRENs next customer is Google Meta or some other hyper-scale company. This is not the way to look at it. The first step to understanding what will happen is to understand Multi-Cloud. To explain Multi-Cloud Ill use an example none other than the Nebius-Shopify relationship. Shopify specifies exactly what their relationship is with NEbius: we Shopify are partnering with GCP as our main infra provider and also engaging with neo-cloud providers such"  
[X Link](https://x.com/jiahanjimliu/status/1971813684172542242)  2025-09-27T05:46Z 16.9K followers, 94K engagements


"$IREN: Day Before Earnings I played a part in setting expectations for $IREN too high and at the same time $IREN earnings aligned with a very strong AI/Macro headwind. Tailwinds (a) / Headwinds (b) 1a. Prince George will be near 500m ARR run rate but hasn't wasn't up the whole quarter to bring in a full quarters worth cashflow. 1b. BTC cashflow will be weak and the old convertible notes shuffle will be accounted as as negative one time expense on EPS. 2a. I expect contracts for Mackenzie (80MW) and Canal Flats (30MW) with Mackenzie potentially being a hyperscaler grade tenant. 2b. 50% chance"  
[X Link](https://x.com/jiahanjimliu/status/2019271657517642046)  2026-02-05T04:47Z 16.9K followers, 47.1K engagements


"I appreciate @Gyujin_9701 adding more diverse views opposite from mine. I think what he says is possible to. None of us in the negotiation room. I address @Gyujin_9701's take here: Before this earnings call I was thinking close to what @Gyujin_9701 wrote about but this earnings call had some changes. https://x.com/jiahanjimliu/status/2020194102076145905s=20 @Gyujin_9701 [--]. "This is interpreted as the Canadian air-cooled data centers (Mackenzie etc.) are attracting interest not only from AI companies but also from hyperscalers." 1a. I think this is a good possibility too. [--]. "At first they"  
[X Link](https://x.com/jiahanjimliu/status/2020196388089532844)  2026-02-07T18:02Z 16.9K followers, 12.9K engagements


"I have the same train of thought as you. Also Tavily being acquired for 275m cash + up to 400m in checkpoints is not cheap for a [--] person team that previous raised 20m at probably near 200m valuation in August. $NBIS started with a bigger war chest from Yandex sell off but the subsidiary all are cashflow negative. The one subsidiary that has liquid value is Clickhouse which they already sold down to a 28% holding. The other are not liquid so NBIS still holds 100% of them - other wise why sell of Clickhouse it's obviously their best subsidiary. Big picture I do see other platforms such as"  
[X Link](https://x.com/jiahanjimliu/status/2021457753617686782)  2026-02-11T05:34Z 16.9K followers, [----] engagements


"@Yuchenj_UW Anthropic work ethic is driven by culture not top down. xAI looks health problem from overworking based as many of them reported health problems. Doesn't make sense to quit for money with SpaceX IPO unless health really is at risk"  
[X Link](https://x.com/jiahanjimliu/status/2021464501137334576)  2026-02-11T06:01Z 16.9K followers, [----] engagements


"@Yarless_ @Gyujin_9701 As you said they would love to keep Clickhouse and could have negotiated with yandex. Whether it's Nebius or Yandex that made the decision it make sense to keep your best asset unless your other assets are not liquid and only your best asset is"  
[X Link](https://x.com/jiahanjimliu/status/2021467750414385369)  2026-02-11T06:14Z 16.9K followers, [---] engagements


"Thats not cashflow for NBIS though but investment to continue Avride. Im talking about why Clickhouse was spun of instead of Avride for TripleTen. Spin out provides cashflow for parent company while investment by Uber provides cashflow for subsidiary. Liquidity of being able to sell ownership is not same as investment round in subsidiary. Of course Avride can raise. I have said good things bout Avride in the past but its not to the point where NBIS can sell ownership to get cashflow. https://twitter.com/i/web/status/2021477483837845883 https://twitter.com/i/web/status/2021477483837845883"  
[X Link](https://x.com/jiahanjimliu/status/2021477483837845883)  2026-02-11T06:52Z 16.9K followers, [--] engagements


"NBIS is worth 10B more than IREN right now. I can only assign liquid value to Clickhouse since many self driving car companys has had partnerships with Uber (Cruise) and Lyft (Argo) and gone to zero no matter what their temporary valuations were and had small Robotaxi services. Am I going to pay 20B for Cloud thats competing with Databricks Palantir FireworksAI and HS No because success in Clouds are a top heavy while IaaS is commoditized but refungible. We dont even know what NBIS economics are since they havent released GPU count or if they are 350MW total load or IT load or how much they"  
[X Link](https://x.com/jiahanjimliu/status/2021557830529216575)  2026-02-11T12:12Z 16.9K followers, [---] engagements


"@LovedropV @FransBakker9812 @IREN_Ltd We do need more indexes for full stability. Even TSLA is pretty stable now after SPY inclusion besides when they release huge catalyst"  
[X Link](https://x.com/jiahanjimliu/status/2021822171136541158)  2026-02-12T05:42Z 16.9K followers, [---] engagements


"Macro Notes: Feb [--] [----] Worst Jolts Report Since Sept [----] (1) Job openings fell from 6.92m to 6.54m the lowest since Sept [----]. I wonder [--] months from now if we will just excuse Mr. Jerome Powell for being late to cut rates. Mr. Jerome Powell previously being late to raise rates to quell inflation is now seemingly late to quell unemployment. This results in reactionary tightening and reactionary stimulating making the K-shape divergence in social economic class worse. Mr. Jerome Powell is simultaneously botching his duo mandates of price stability and employment. Anybody wonder why CPI data"  
[X Link](https://x.com/jiahanjimliu/status/2019487633840435698)  2026-02-05T19:05Z 16.9K followers, [----] engagements


"@OInvests Report will set direction. I remember NBIS trended down before they released MSFT deal and then exploded"  
[X Link](https://x.com/jiahanjimliu/status/2021709054931054934)  2026-02-11T22:12Z 16.9K followers, [----] engagements


"FANG has engineers that managed their full software stack with a mix of open source code from the DC up. Claude Code makes the a decent software engineer a FANG level engineer. Every FANG engineer has 2-3x output. Talk to your friend that works at FANG and ask what Claude Code does for a software engineer. https://twitter.com/i/web/status/2022067795048153500 https://twitter.com/i/web/status/2022067795048153500"  
[X Link](https://x.com/jiahanjimliu/status/2022067795048153500)  2026-02-12T21:58Z 16.9K followers, [---] engagements


"Neoclouds: $IREN vs $NBIS $CRWV $ORCL. In the neocloud space there is are two main business models: bare metal vs platform as a service (PaaS). Everyone provides bare metal (a form of IaaS). NBIS CRWV ORCL provide PaaS. NBIS also have some SaaS like AIStudio and MLFlow while ORCL provide a SaaS version of their famous DB. I'm in the camp that everybody can succeed but which neocloud has the lowest risk and highest upside Let's compare these businesses. IREN Dan said it himself - "Bare metal offers generally favored by developers clouds and hyperscalers". This is because any serious AI Lab"  
[X Link](https://x.com/anyuser/status/1961315096162181444)  2025-08-29T06:28Z 16.9K followers, 174.4K engagements


"Reposting due to a bug on X which clobbered up my original post. Let's take a look at why $IREN is the only BTC miner capable of becoming an IaaS CSP while other miners are going for colocation deals. Dan Roberts IREN's CEO/co-founder was an asset manager who focused on windfarms gas pipelines and airpots. He worked his way up to VP and Partner before starting IREN with his brother Will. With IREN Dan's goal was to monetize land and power through what was the promising application of large scale power in 2018: BTC mining. IREN needed a builder of datacenters so they acquired PodTech to bring"  
[X Link](https://x.com/anyuser/status/1966363704129450137)  2025-09-12T04:50Z 16.9K followers, 54.4K engagements


"$IREN Secured Power Advantage (Hand Written) A fair skeptical question Ive been asked on IREN is: If IREN overplays their hand could hyperscalers can simply say Forget it well build ourselves. The answer is that hyperscalers are definitely acquiring power and building datacenters themselves but thats still not enough; I will go into detail. Projections for power shortfalls by [----] [----] are huge but seem far into the future so lets use 2028: by [----] there will be a 36GW shortfall (1) (sources provided by number in comments). A general shortfall number seems hand wavy so lets look at what this"  
[X Link](https://x.com/anyuser/status/1969266707719209208)  2025-09-20T05:05Z 16.9K followers, 259.8K engagements


"This is not financial advice. Some people are asking me about taking profits on $IREN during this run up. Personally I see: [--]. The move from $5-$15 was IREN becoming book value. [--]. The move from $15-$35 was the re-rating from BTC Miner to Neocloud. [--]. The current move we are in is IREN changing from a retail stock to a institution drive stock. Bernstein is no longer assigning kid analyst on IREN with $25 price targets. $75 is a serious target. [--]. The fourth move will the flywheel of higher earnings driving institutions to drive up the stock price. If a elephant like ORCL can go from $120 -"  
[X Link](https://x.com/anyuser/status/1970976010612113872)  2025-09-24T22:17Z 16.9K followers, 119.4K engagements


"$IREN's Operational Advantage - reposting to fix inaccuracy (significant repeated typos on air cool vs liquid cooled) since I was multi-tasking and fixing build errors while writing my original post. A critical point that @litigious_dulce and others have always made is IREN's vertical integration for T3 DCs. Alot of people still don't know how insane IREN's DC building/operating capabilities are. Liquid Cooled The industry cost for liquid cooled DC with rack densities of 150kW rack density is 12m/MW for total load (1). Note that range is 7-12m but GB300s will be on the high end. Another note"  
[X Link](https://x.com/anyuser/status/1971261124227313992)  2025-09-25T17:10Z 16.9K followers, 43.7K engagements


"$IREN - Levels of Scarcity and Moving up the Value Chain This Jim bro keeps talking about scarcity of power. Why does Jim bro not own any $CIFR $BITF $SLNH $CAN Does he not lift To preface I think CIFR will convert on the rest of its power portfolio and much like how WULFs second colocation deal was better than the first CIFR a great chance of doing well. Other people who I have high respect for have good views on BITF. I dont have any novel perspective on SLNH. Meanwhile CAN has chicken legs. To explain why I own none of these though I need to go through two concepts: levels of scarcity and"  
[X Link](https://x.com/anyuser/status/1971315176436793353)  2025-09-25T20:45Z 16.9K followers, 81.4K engagements


"$IREN: Where exactly is Elon/xAIs getting their Gas Turbines TLDR: xAI leases their Gas Turbines through a JV with Solaris Energy Infrastructure ($SEI) a company that doesnt manufacture but operates a fleet of gas turbines and rents them out. SEI itself procures the gas turbines through 1) their acquisition of MER 2) leasing out gas turbines to sublease 3) refurbishing gas turbines from both NA and overseas From SemiAnalysis report (1) xAI is procuring gas turbines through a JV with SEI where SEI leases the gas turbines. Where is SEI getting their gas turbines A quick ChatGPT query shows that"  
[X Link](https://x.com/anyuser/status/1972350904071557425)  2025-09-28T17:21Z 16.9K followers, 25.5K engagements


"As wave [--] broader but still early finX like @SixSigmaCapital @JonahLupton starts researching Neoclouds/HPC I'd like to bat for $IREN. I have attached all my research posts that form my thesis. Wave [--] are the OGs that came before me and are at the frontier of IREN's developments: Wave [--] are tech finX @anandragn @moninvestor @DeepValueBagger @AlexfromBabylon; early TA @tempocap2 @sunxliao/@wliang @cantonmeow; sharp macro @Tyler_Neville_ @GlobalCollapse. [--]. IREN's T3 Datacenter Background: [--]. IREN's Power Advantage: (xAI's Gas Turbines: [--]. IREN's Operational Advantage: (corrections: [--]. Levels of"  
[X Link](https://x.com/anyuser/status/1973416267643232337)  2025-10-01T15:54Z 16.9K followers, 170.9K engagements


"Correction on NBIS calculations. Until someone finds a correction on my corrections NBIS is much more more profitable than IREN for IaaS and has a much higher topline as well. NBIS 300MW is total load so at 1.2PUE that's 250MW IT load. [--]. NBIS MSFT = 17.4B/5yr/250MW = $13.92m/MW-yr [--]. IREN MSFT = 9.7B/5yr/200MW = $9.7m/MW-yr [--]. CIFR AWS = 5.5B/15yr/400MW = 2.75m/MW-yr 17.4/5 - 5.8B GPU+Networking * (250MW/200MW)/5 - 2.5m/MW-yr Colocation * 300MW = 1.28B net profit. @RJCcapital @daniel_koss @MarkosAAIG . Definitely huge win for NBIS if I'm calculating right. Will think over this. IREN is is"  
[X Link](https://x.com/anyuser/status/1985449678604026371)  2025-11-03T20:51Z 16.9K followers, 64.9K engagements


"$IREN Topline Explained So why is $NBIS getting 13.92m/MW-yr while $IREN is getting $9.7m/MW-yr (4) Granted NBIS is paying Colocation to DataOne but what's the steps for IREN to get 13.92m/MW-yr This is important as the delta is net profit. To answer this we must first understand SLAs and Uptime. What is Uptime T3 Datacenter means 99.982% power guarantees. However powered GPUs doesn't mean MSFT developers in Redmond can access them or a job won't hang. IaaS Uptime is not "Orchestration" that's PaaS. IaaS uptime is QSFP cable failure network congestion storage issues PCIe bus errors"  
[X Link](https://x.com/anyuser/status/1985585796615979522)  2025-11-04T05:51Z 16.9K followers, 90.7K engagements


"A Survey of the AI Cloud Industry AI Cloud can be segmented into Colocation/IaaS/PaaS/SaaS. PaaS/SaaS This is an incredibly lucrative but competitive segment. AI Platforms include: $MSFT Azure $AMZN AWS $GOOG GCP $ORCL $CRWV $NBIS Databricks $SNOW TogetherAI FireworksAI Nscale. I'll go through Databricks to show the level of competition. Databricks Platform There's some misconception on finX that Databricks only does data warehouse and data analytics but if you look past just ads and look at documentation Databricks offers a complete platform for AI developers with fine tuning MLFlow MLOps ML"  
[X Link](https://x.com/anyuser/status/1986142601188417888)  2025-11-05T18:44Z 16.9K followers, 20.6K engagements


"$IREN In-depth review of Q3 Earnings Call MSFT Deal Profitability First I want to acknowledge where my previous posts were wrong: [--]. I stated 4.3m capex for IREN's liquid cooled DC which was way off (3). Written in Sept I had used total load so if I used IT load it still would have been 6-7m. The estimation was based on this Data Center Dynamics Article which had stated Childress buildout was 300-350m (1) which had likely taken the figure IREN's prev for non T-3 datacenters. The actual is 14-16m. 9-11m of it is the data center itself. It's reasonable the extra 3-4m was for a T3 datacenter as"  
[X Link](https://x.com/anyuser/status/1987403954699817109)  2025-11-09T06:16Z 16.9K followers, 106K engagements


"$IREN Community - Financial Model WebApp Live IREN is very transparent about their numbers and provide all in cost for completeness. This app allows the community to better understand discuss and challenge. I will provide some key observations from working different numbers through the model. Features [--]. All the math is transparent and shown in de-emphasized text so you understand the app's internal formulas and can audit it. The math updates in real time. [--]. App contains the important fix where I need to multiply "project EBITDA" first before subtracting off GPU/hardware depreciation. This"  
[X Link](https://x.com/anyuser/status/1987948558415524053)  2025-11-10T18:20Z 16.9K followers, 95.1K engagements


"$IREN: Table of Contents for Stage [--] Research [--]. Financial Model WebApp + Key Observations: [--]. IREN's T3 Datacenter Background: [--]. IREN's Secured Power Advantage: [--]. Levels of Scarcity and Moving up the Value Chain: [--]. Nvidia's Interest in Neoclouds: [--]. IREN IaaS Market Segment in Cloud: [--]. IREN Role in Multi-Cloud: [--]. Why IREN will get Higher Topline for Horizon 5-10: [--]. Key Partnership: FireworksAI: The people I followed for my wave [--] journey as a lurker: https://x.com/jiahanjimliu/status/1967827433576599648 https://x.com/jiahanjimliu/status/1986679917585833986s=20"  
[X Link](https://x.com/anyuser/status/1988141745234960754)  2025-11-11T07:08Z 16.9K followers, 137.7K engagements


"$IREN 2026: The Right Time AI Sector Topline In his recent interview @GavinSBaker tells us that [----] will be the year the AI revolution for software engineers shows it's wings in other sectors starting with customer services marketing and accounting (3). With this increase utility will be increasing token prices and the large jump in AI utility will be the GB300 trained models to be released in [----]. With ChatGPT-5.2 OpenAI is increasing it's output cost 40% from $10/1M-tokens to $14/1M-tokens (1) and ChatGPT-5.2 isn't the model trained on GB300 yet. This improved tokenomics will back"  
[X Link](https://x.com/anyuser/status/1999369208413749549)  2025-12-12T06:42Z 16.9K followers, 159.1K engagements


"Good work Saint I am personally not invested in BTDR but to provide a positive constructive check to your bottom up approach I did a quick check using a top down approach valuing BTDR between CORZ and APLD which puts BTDR share price between $24.96 and $45.17. I personally am pretty wary of the China risk factor so I wouldn't take this as a long term hold because I can get same vector of exposure through IREN. If chart looks good and primed to heat up I would consider a shorter term trade. I appreciate your work on X and like you as a person but gave the following feedback on BTDR mostly as"  
[X Link](https://x.com/jiahanjimliu/status/2014952714107814053)  2026-01-24T06:45Z 16.9K followers, [---] engagements


"@LucasBohn125456 @danroberts0101 Yes Coreweave is ahead in IaaS services. IaaS services is within IREN's competency. IREN has the power secured to be ready for the growth capacity of IREN. CRWV already has a huge order book filled with OpenAI"  
[X Link](https://x.com/jiahanjimliu/status/2020316813054427177)  2026-02-08T02:00Z 16.9K followers, [---] engagements


"@Gyujin_9701 One data point is that $CIFR is doing Air-Cooled DCs in Texas for AWS at Barber Lake: "Cipher will provide both air and liquid cooling to AWS." https://blockspace.media/insight/cipher-mining-adds-amazon-web-services-as-data-center-client-announces-1-gw-data-center-jv/ https://blockspace.media/insight/cipher-mining-adds-amazon-web-services-as-data-center-client-announces-1-gw-data-center-jv/"  
[X Link](https://x.com/jiahanjimliu/status/2020326376155541792)  2026-02-08T02:38Z 16.9K followers, [----] engagements


"SaaS vs AI Buildout Stocks Some people are asking how can SaaS and High Capex AI Buildout stocks be down at the same time Wouldn't SaaS being commoditized by AI need heavy AI buildout The key is to realize that the market is not a single entity there are many players. It's possible for one fraction of the market to sell off SaaS on uncertainty on the impact of AI coding agents. And at the same time another fraction of the market sell off AI buildout on cashflow concerns due to macro uncertainty of monetary policy. Both of these sell offs have legitimate reasons which I'll describe. SaaS The"  
[X Link](https://x.com/jiahanjimliu/status/2020727660838891633)  2026-02-09T05:13Z 16.9K followers, [----] engagements


"@jfischoff Anthropic needs deploy some of the $30B it raised. Codex is getting better"  
[X Link](https://x.com/jiahanjimliu/status/2022078411985019188)  2026-02-12T22:40Z 16.9K followers, [---] engagements


"For most things I can think of on top of my head there are SaaS companies. If you cant solve security you can always use Crowdstrike. If you cant solve release pipelines you can always use Launch Darkly. If you need observability you can use Splunk. In fact NBIS doesnt have all of those at the quality as the companies listed so some Nebius customers may use those. AI specific services can also be done this way. If you are on IREN you still can combine with GCP Databricks FireworksAI or even Nebius. https://twitter.com/i/web/status/2022138350581559309"  
[X Link](https://x.com/jiahanjimliu/status/2022138350581559309)  2026-02-13T02:38Z 16.9K followers, [---] engagements

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