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

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

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

- X Week XXXXXXX +5%
- X Month XXXXXXXXX +314%
- X Months XXXXXXXXX +12,423%
- X Year XXXXXXXXX +20,271%

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

- X Week XX -XXXX%
- X Month XXX +43%
- X Months XXX +693%
- X Year XXX +583%

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

- X Week XXXXX +9%
- X Month XXXXX +170%
- X Months XXXXX +2,159%
- X Year XXXXX +1,248%

### CreatorRank: XXXXXXX [#](/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 [#](/creator/twitter::801548402387468288/influence)
---

**Social category influence**
[stocks](/list/stocks)  XXXXX% [technology brands](/list/technology-brands)  XXXXX% [finance](/list/finance)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX% [social networks](/list/social-networks)  XXXX% [countries](/list/countries)  XXXX% [celebrities](/list/celebrities)  XXXX% [automotive brands](/list/automotive-brands)  XXXX%

**Social topic influence**
[$iren](/topic/$iren) #44, [$nbis](/topic/$nbis) #31, [gpu](/topic/gpu) #473, [$crwv](/topic/$crwv) #25, [$orcl](/topic/$orcl) #22, [gpus](/topic/gpus) #109, [open ai](/topic/open-ai) #3060, [microsoft](/topic/microsoft) #480, [integration](/topic/integration) #403, [$irens](/topic/$irens) #5

**Top accounts mentioned or mentioned by**
[@fransbakker9812](/creator/undefined) [@litigiousdulce](/creator/undefined) [@mvanbrunsc47513](/creator/undefined) [@thekamahsutra](/creator/undefined) [@lynchaiporfolio](/creator/undefined) [@jarronjackson4](/creator/undefined) [@danielr06814508](/creator/undefined) [@brianfry01](/creator/undefined) [@bagelc47](/creator/undefined) [@franklee6924t](/creator/undefined) [@mbhogan](/creator/undefined) [@babyfolio](/creator/undefined) [@edge_of_power](/creator/undefined) [@umbisam](/creator/undefined) [@deepvaluebagger](/creator/undefined) [@alexfrombabylon](/creator/undefined) [@rjccapital](/creator/undefined) [@cdavidfloyd](/creator/undefined) [@dragobbbb](/creator/undefined) [@ilzmcfly](/creator/undefined)

**Top assets mentioned**
[IREN Limited (IREN)](/topic/$iren) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [CoreWeave, Inc. (CRWV)](/topic/$crwv) [Oracle Corporation (ORCL)](/topic/$orcl) [Microsoft Corp. (MSFT)](/topic/microsoft) [DigitalOcean Holdings, Inc. (DOCN)](/topic/$docn) [Bitcoin (BTC)](/topic/bitcoin) [Credo Technology Group Holding Ltd Ordinary Shares (CRDO)](/topic/$crdo) [Advanced Micro Devices (AMD)](/topic/$amd) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Core Scientific, Inc. Common Stock (CORZ)](/topic/$corz) [Oxygen (OXY)](/topic/$oxy) [Cipher Mining Inc. Common Stock (CIFR)](/topic/$cifr) [SPDR S&P XXX ETF Trust (SPY)](/topic/$spy) [CLEANSPARK INC (CLSK)](/topic/$clsk) [Eos Energy Enterprises, Inc. (EOSE)](/topic/$eose) [Ondas Holdings Inc. Common Stock (ONDS)](/topic/$onds) [Bitfarms Ltd. (BITF)](/topic/$bitf) [Shopify Inc (SHOP)](/topic/$shop) [Tesla, Inc. (TSLA)](/topic/$tsla)
### Top Social Posts [#](/creator/twitter::801548402387468288/posts)
---
Top posts by engagements in the last XX hours

"$IREN: Vertical Integration Economics (reposted to fix modeling of GB300 rental prices) (ARR - Colocation/(DC + Land + Electrical Infra) - GPU - Infiniband/$CRDO HiWire Cabling) NBIS: 4.832/MW-yr IREN: 7.232/MW-yr Why does this Jim guy almost never do financial breakouts in his post Is he bad at math Despite spending a few summers at PROMYS math camp and qualifying for AIME I dont crutch onto numbers to analyze growth stage companies because financial breakouts are typically linear while developments in a fast moving industry result in piecewise non-continuous functions under uncertain"  
[X Link](https://x.com/jiahanjimliu/status/1975034576834814399) [@jiahanjimliu](/creator/x/jiahanjimliu) 2025-10-06T03:05Z 6585 followers, 43.1K engagements


"$IREN's Most Likely Partner for SW1: OpenAI For a site as large as SW1 the fastest path to monetization would be partner and use cashflow to continue to expand its full owned CSP when Vera Rubins come out in 2027 on SW2 and future sites/expansions that @FransBakker9812 is finding clues for such as (2). @litigious_dulce explains the insane economics Vera Rubins and how Blackwells economics will pale in comparison (3) so its important for IREN to time their self-bought chips for Vera Rubins. I will explain why IREN-OpenAI makes sense for both parties. OpenAI: The first key fact is that a"  
[X Link](https://x.com/jiahanjimliu/status/1975445320227295433) [@jiahanjimliu](/creator/x/jiahanjimliu) 2025-10-07T06:17Z 6585 followers, 32.7K engagements


"@TheKamaHsutra 😂. Is MARA now ERCOT"  
[X Link](https://x.com/jiahanjimliu/status/1978458770024919200) [@jiahanjimliu](/creator/x/jiahanjimliu) 2025-10-15T13:51Z 6587 followers, 1217 engagements


"As wave X broader but still early finX like @SixSigmaCapital @JonahLupton starts researching Neoclouds/HPC I'd like to bat for $IREN. I have attached all my research posts that form my thesis. Wave X are the OGs that came before me and are at the frontier of IREN's developments: Wave X are tech finX @anandragn @moninvestor @DeepValueBagger @AlexfromBabylon; early TA @tempocap2 @sunxliao/@wayneliangs @cantonmeow; sharp macro @Tyler_Neville_ @GlobalCollapse. X. IREN's T3 Datacenter Background: X. IREN's Power Advantage: (xAI's Gas Turbines: X. IREN's Operational Advantage: (corrections: 4."  
[X Link](https://x.com/jiahanjimliu/status/1973416267643232337) [@jiahanjimliu](/creator/x/jiahanjimliu) 2025-10-01T15:54Z 6590 followers, 120.3K engagements


"Risk Analysis: Bare Metal GPU The idea that bare metal GPU sounds like a low moat easy to duplicate business is a misconception from the naming. For at least next 3-5 years bare metal GPUs will continue to be lucrative business. Lets review the NBIS-MSFT 17.4B deal for bare metal GPUs (1). Im estimating 6-9B for GPU/Switches 4B for DataOnes land power and DCs (2). So whats NBIS being paid 4-7B for To plug in the GPUs CIFR BITF etc all have land power cant it just stand up the DCs As I have said in (3) the difficulty in IaaS is to maintain 99.8%+ uptime. $NBIS is getting paid 4-7B because they"  
[X Link](https://x.com/jiahanjimliu/status/1976509021277638902) [@jiahanjimliu](/creator/x/jiahanjimliu) 2025-10-10T04:44Z 6577 followers, 67.4K engagements


"The big news impacting $IREN $NBIS $CRWV today is Poolside's eventual 2GW datacenter campus. I don't have any definite conclusions but I'll pose some thoughts and hypothesis. Usage Poolside will as much of this compute as possible for their own needs first (1). The lease to Coreweave is likely be for Coreweave to provide GPUs and rent them back to Poolside. I will not rule out lease out colocation or eventually compute. They are targeting a 2GW campus have 250MW for Coreweave under 15-year lease 500MW for future expansion. That leaves 1.25GW of flexibility. Will they later on attempt to buy"  
[X Link](https://x.com/jiahanjimliu/status/1978609938395254968) [@jiahanjimliu](/creator/x/jiahanjimliu) 2025-10-15T23:52Z 6591 followers, 73.3K engagements


"@RihardJarc I dont know if growth but slower in European market is indicative of US and rest of world. If you post German economic growth vs US economic growth you will see what I mean. Spending on ChatGPT is going to be impacted by the regions overall economic growth"  
[X Link](https://x.com/jiahanjimliu/status/1978857933917004016) [@jiahanjimliu](/creator/x/jiahanjimliu) 2025-10-16T16:17Z 6579 followers, 1487 engagements


"Late thoughts on $NBIS $MSFT deal as it relates to $IREN: X. False misunderstanding: "Microsoft is trying to avoid owning more GB300s." Truth: The contract is for X years the useful lifetime of a GB300. Microsoft is on the hook for entire useful lifetime of the GB300s. If Microsoft bought them outright it would just own them for X years too. Reason: Now what other reason would Microsoft do this Because it cannot build DCs and expand operations teams fast enough. X. False misunderstanding: "Microsoft is going to use the NBIS for training." Truth: The NBIS 300MW cluster is coming online by end"  
[X Link](https://x.com/jiahanjimliu/status/1979038587111813482) [@jiahanjimliu](/creator/x/jiahanjimliu) 2025-10-17T04:15Z 6589 followers, 17.4K engagements


"(1) (2) (3)"  
[X Link](https://x.com/jiahanjimliu/status/1974571999247978691) [@jiahanjimliu](/creator/x/jiahanjimliu) 2025-10-04T20:27Z 6381 followers, 3171 engagements


"@Docofgothm @MB_Hogan @KobeissiLetter $NBIS is clearly ahead of $DOCN in AI Cloud for developers. @MB_Hogan: I will never write a FUD post on NBIS because thats not who I am but in comments I express what Im seeing in the software industry. These will eventually be headwinds but NBIS can do well regardless"  
[X Link](https://x.com/jiahanjimliu/status/1977760531063992764) [@jiahanjimliu](/creator/x/jiahanjimliu) 2025-10-13T15:37Z 6457 followers, XXX engagements


"@RJCcapital "The market seems to have rewarded $IREN for aligning with $AMD" - your words. IREN has not aligned with AMD; IREN is also "adaptable across chip vendors over time""  
[X Link](https://x.com/jiahanjimliu/status/1978233365636489463) [@jiahanjimliu](/creator/x/jiahanjimliu) 2025-10-14T22:56Z 6372 followers, XXX engagements


"@RJCcapital From your logic: X. IREN bought 1.2k chips from AMD - aligned with AMD. X. IREN bought 22k chips from Nvidia - aligned with Nvidia. So IREN is aligned with GPU companies in general That I can believe"  
[X Link](https://x.com/jiahanjimliu/status/1978235339442475046) [@jiahanjimliu](/creator/x/jiahanjimliu) 2025-10-14T23:03Z 6390 followers, XXX engagements


"@cryptonoobsauce Decentralize stock research is the best thing since Bitcoin"  
[X Link](https://x.com/jiahanjimliu/status/1978308117877203028) [@jiahanjimliu](/creator/x/jiahanjimliu) 2025-10-15T03:53Z 6433 followers, XXX engagements


"@holl66582 Good point Bare metal was one of the factors. Google also has good ads and search SaaS from their core business. The equivalent for IREN would be power in a power scarce western market"  
[X Link](https://x.com/jiahanjimliu/status/1978308814240624649) [@jiahanjimliu](/creator/x/jiahanjimliu) 2025-10-15T03:55Z 6456 followers, XXX engagements


"@cuantitative Yup GCP is probably the most AI heavy clouds out of the hyperscalers (AWS/Azure)"  
[X Link](https://x.com/jiahanjimliu/status/1978309275727323249) [@jiahanjimliu](/creator/x/jiahanjimliu) 2025-10-15T03:57Z 6420 followers, XXX engagements


"@MB_Hogan This is indeed pretty bold statement. I havent seen it. Because the statement is a vague its subject for interpretation so its fair for NBIS investors to read with high aim"  
[X Link](https://x.com/jiahanjimliu/status/1978309868734791807) [@jiahanjimliu](/creator/x/jiahanjimliu) 2025-10-15T04:00Z 6451 followers, XXX engagements


"Great question. ERCOT is an open market. As demand outstrips supply prices rise. IREN curtailed for Bitcoin for savings. HPC has much higher revenue/MW so it make economics to pay higher rate. If you know power you know that if the grid shutdown it would very hard to bring to back up from X. Theres never X power on ERCOT grid or an entire transmission region would go down. Curtailment is about price"  
[X Link](https://x.com/jiahanjimliu/status/1978311520103891159) [@jiahanjimliu](/creator/x/jiahanjimliu) 2025-10-15T04:06Z 6437 followers, XXX engagements


"@Mr_WhiskeyJack Fair. Diversification can be important for many investors. Have to do what works for you"  
[X Link](https://x.com/jiahanjimliu/status/1978312288680460682) [@jiahanjimliu](/creator/x/jiahanjimliu) 2025-10-15T04:09Z 6457 followers, XXX engagements


"@wwhcheung8 As an investor community we will pull together research to make the right decisions Everyones on the team"  
[X Link](https://x.com/jiahanjimliu/status/1978312685776486713) [@jiahanjimliu](/creator/x/jiahanjimliu) 2025-10-15T04:11Z 6430 followers, XXX engagements


"@jazzzroyale Thanks Jazz More IREN researchers = more complete thesis Decentralized stock research the best thing since BTC"  
[X Link](https://x.com/jiahanjimliu/status/1978314405223006310) [@jiahanjimliu](/creator/x/jiahanjimliu) 2025-10-15T04:18Z 6456 followers, XXX engagements


"@BagelC47 @Yarless_ @MVanbrunsc47513 @babyfolio @MB_Hogan @ilzmcfly I wouldnt too surprised if NBIS can get some MW from their Alabama by 2026 side but its going to look more like their Kansas site. NBIS will need more sites to reach their 1GW site. I provided leads for more sites"  
[X Link](https://x.com/jiahanjimliu/status/1978442699846926670) [@jiahanjimliu](/creator/x/jiahanjimliu) 2025-10-15T12:47Z 6532 followers, XXX engagements


"I personally dont trade short term price action on $IREN but holding through short term volatility is a pre-requisite for long term. Recently there are two factors: X. As @Umbisam has stated below JPM has financial incentive to see the $CORZ/$CRWV deal go through without CORZ negotiating a higher price. IREN going up gives CORZ negotiation leverage. By suppressing IREN JPM protects its large holding/bonds in CRWV. X. Recently Neoclouds have been landing large deals like todays CRWV Meta contract. $NBIS $CRWV $IREN trade in a basket of Neoclouds and CRWV doing well puts upward pressure on IREN"  
[X Link](https://x.com/jiahanjimliu/status/1973042225048334362) [@jiahanjimliu](/creator/x/jiahanjimliu) 2025-09-30T15:08Z 6547 followers, 23.7K engagements


"Weak $ORCL bear report. It's a hodgepodge of out-of-context semi-conflicting statements: X. "100m loss on Blackwell GPUs". X. "14% gross margins". X. "In some cases Oracle is losing considerable sums on rentals of small quantities of both new and older version of Nvidia's chips". - How many qualifiers can you add Which one is it Lol"  
[X Link](https://x.com/jiahanjimliu/status/1975698828448915715) [@jiahanjimliu](/creator/x/jiahanjimliu) 2025-10-07T23:04Z 6555 followers, 7058 engagements


"$ORCL report was cherry picked FUD. This is the truth here. Amazon is raising GPU prices of H200 into Blackwell Ultra ramp"  
[X Link](https://x.com/jiahanjimliu/status/1976291632615178480) [@jiahanjimliu](/creator/x/jiahanjimliu) 2025-10-09T14:20Z 6555 followers, 6141 engagements


"@AlexfromBabylon @MVanbrunsc47513 Just like today we have Apple App store ecosystem vs Android that's more open source the future will be mix of both. In the Open Source realm what makes Nebius beat GCP or Databricks There's also a slew of startups like TogetherAI"  
[X Link](https://x.com/jiahanjimliu/status/1976758183206273103) [@jiahanjimliu](/creator/x/jiahanjimliu) 2025-10-10T21:14Z 6563 followers, XXX engagements


"Macro red days like XXX% Trump tarriffs are part of the market this year we just haven't seen one in a short while. The price action is a mix between indiscriminately selling un-wind of which ever stock that ran up the hardest gamma unwind (unwind of underlying hedges for market makers that sold calls) and for some stocks - tariff impact"  
[X Link](https://x.com/jiahanjimliu/status/1976763194699083989) [@jiahanjimliu](/creator/x/jiahanjimliu) 2025-10-10T21:34Z 6573 followers, 8470 engagements


"Looking at $IREN's recovery in after hoursfrom $XXXXX to $XX and now $XX. This is a strong sign that there are strong active buyers IREN options had high gamma due to the large number of calls that became in the money from it's rapid price movement. Gamma drives the need for call sellers to hedge by buying underlying IREN shares. The XXX% tariff announcement crushed gamma and cause the fall to $XXXXX. Active buyers bought the dip after hours to $XX and now $XX. Monday is Columbus day but market will be open. Short term movements of the whole market (besides rare earths) will depend on Trump's"  
[X Link](https://x.com/jiahanjimliu/status/1976774764485394905) [@jiahanjimliu](/creator/x/jiahanjimliu) 2025-10-10T22:20Z 6563 followers, 27.6K engagements


"Im a software engineer myself and use smaller clouds like $DOCN for personal projects. I think $NBIS will do well for next 1-2 years. Beyond that software layer will get increasingly competitive. Im putting this in a comment to avoid FUD posting but I am commenting on the signs I see"  
[X Link](https://x.com/jiahanjimliu/status/1977759599303504059) [@jiahanjimliu](/creator/x/jiahanjimliu) 2025-10-13T15:33Z 6571 followers, XXX engagements


"@MVanbrunsc47513 @BagelC47 @babyfolio @MB_Hogan @ilzmcfly (1) (2) (3) (4) (5) (6) (7)"  
[X Link](https://x.com/jiahanjimliu/status/1978334456822878394) [@jiahanjimliu](/creator/x/jiahanjimliu) 2025-10-15T05:37Z 6560 followers, 2725 engagements


"@FransBakker9812 @eisokant @CoreWeave Coreweave is a Poolside tenant now Did I read that right"  
[X Link](https://x.com/jiahanjimliu/status/1978468241665343983) [@jiahanjimliu](/creator/x/jiahanjimliu) 2025-10-15T14:29Z 6539 followers, 1473 engagements


"$CRWV is a capable player here and will help them design the DC so that Coreweave can operate it at a 99.8%+ uptime. $CRWV is low on power and doesnt have 1.4GW in 2026. The next best thing is for them do this deal with Poolside. Poolside did a great job finding a stranded asset"  
[X Link](https://x.com/jiahanjimliu/status/1978639977094447479) [@jiahanjimliu](/creator/x/jiahanjimliu) 2025-10-16T01:51Z 6564 followers, XXX engagements


"@franklee6924T Its a decent first step for them to take towards vertical integration. I cannot comment on this particular Pecos Gas Plant from $OXY but Elon has proved behind the meter gas power worked for Colossus X. Dont lose track of the bigger picture:"  
[X Link](https://x.com/jiahanjimliu/status/1978645412987961470) [@jiahanjimliu](/creator/x/jiahanjimliu) 2025-10-16T02:13Z 6567 followers, XXX engagements


"@anandragn Likely to be stuck until CORZ deal closes or gets renegotiated"  
[X Link](https://x.com/jiahanjimliu/status/1978648055453999408) [@jiahanjimliu](/creator/x/jiahanjimliu) 2025-10-16T02:23Z 6568 followers, 2206 engagements


"@babyfolio $NBIS does Bare Metal GPUs IaaS profitably too. Just great news for everyone including $CRWV"  
[X Link](https://x.com/jiahanjimliu/status/1978880548744630462) [@jiahanjimliu](/creator/x/jiahanjimliu) 2025-10-16T17:47Z 6566 followers, 1284 engagements


"@1fredtai Yup All this risk is actually very hard to quantify numerically but we qualify it by anecdotes industry knowledge and Kash and Ben visiting the sites to find clues and front run Wall Street"  
[X Link](https://x.com/jiahanjimliu/status/1978977519685570583) [@jiahanjimliu](/creator/x/jiahanjimliu) 2025-10-17T00:13Z 6574 followers, 1740 engagements


"Amid the Poolside development it's important to keep the larger picture in view. GPU IaaS is an enormous business. It's the primary driver for $ORCL going from a 300B to 850B mcap as their largest customers OpenAI and Tiktok are bare metal customers. It's driven a decent chunk of the hyperscaler's combined trillions of growth in mcap. It's going to feed multiple Neoclouds $IREN $CRWV $NBIS and more to IPO such as Lambda. $IREN doesn't need to land every customer to reach $150-$250. Remember powered GPU datacenter is a refungible but scarce commodity. As long as AI is growing and power is"  
[X Link](https://x.com/jiahanjimliu/status/1978623439402660101) [@jiahanjimliu](/creator/x/jiahanjimliu) 2025-10-16T00:46Z 6573 followers, 17.4K engagements


"@closenberger @FransBakker9812 Thanks Jeff Congrats on EOS too"  
[X Link](https://x.com/jiahanjimliu/status/1979010423161594177) [@jiahanjimliu](/creator/x/jiahanjimliu) 2025-10-17T02:23Z 6573 followers, XXX engagements


"@GlobalCollapse @DanielR06814508 Im long IREN long germ. I got to commend you for your timing though ridiculously accurate. This timing thing is much harder than you make it look Ive been burned many times before"  
[X Link](https://x.com/jiahanjimliu/status/1979197261675663508) [@jiahanjimliu](/creator/x/jiahanjimliu) 2025-10-17T14:46Z 6573 followers, XXX engagements


"$IREN: Vertical DC Integration What it mean for IREN to have vertical integration for its datacenters We take a look a this article from DataXConnect: Nebius becoming a DataOnetenant for the next XX years (1). $NBIS provides the designs for DataOne to build DataOne owns the power land substations transmission infrastructure backup generation and facility operations $NBIS is paying colocation to DataOne The 3.7B that Google/Fluidstack is paying $WULF for 200MW (2) The 3B that Google/Fluidstack is paying $CIFR for 168MW (3) Nebius is paying DataOne on order of 5.45B for their 300MW. Its"  
[X Link](https://x.com/jiahanjimliu/status/1974571920713764929) [@jiahanjimliu](/creator/x/jiahanjimliu) 2025-10-04T20:26Z 6578 followers, 110.9K engagements


"Im most bullish $IREN but many others will do very well because this the best sector to be in. As the power crunch comes colocation contracts will be increasingly valuable. As each colo owner proves out it can build out the DCs designs their negotiation room will rise. Its all relative $IREN will outperform for its 17B mcap $CIFR will outperform for its 7B mcap. Long term I see $IREN as the best risk reward"  
[X Link](https://x.com/jiahanjimliu/status/1976523832736481567) [@jiahanjimliu](/creator/x/jiahanjimliu) 2025-10-10T05:42Z 6579 followers, 42.6K engagements


"In a normal world you will bet on $MSFT - $NBIS DataOne stack due to reputation. However in a world constrained by powered data centers with 99.8%+ uptime the same end customers will have no choice but to give TogetherAI - $IREN a try. You can see evidence of this in IREN's pre-contracted GPUs. This chance is all $IREN needs to show the world that they are a world class IaaS operator. Clued-in investors will know their success story with Poolside. Then $IREN will do this for 3GW"  
[X Link](https://x.com/jiahanjimliu/status/1978270730841371080) [@jiahanjimliu](/creator/x/jiahanjimliu) 2025-10-15T01:24Z 6589 followers, 53.3K engagements


"Preface: I'm no $NBIS fan as I'm almost all in $IREN. However I don't shy away from researching potential competitors. @MVanbrunsc47513 @BagelC47 @babyfolio @MB_Hogan @ilzmcfly are all NBIS investors who have engaged me with mutual respect so I'll pass on some research. Powered GPU datacenter are scarce enough where NBIS acquiring power doesn't impact IREN's roadmap. I think a possible next site is for NBIS is DataOne's Lyon/Villefontaine France site. This site started with 15MW and will scale to 200MW by 2026 and 400MW by 2028 (1). Besides known sites behind the meter sites are harder to"  
[X Link](https://x.com/jiahanjimliu/status/1978334389617688644) [@jiahanjimliu](/creator/x/jiahanjimliu) 2025-10-15T05:37Z 6585 followers, 19K engagements


"$ORCL just gave out margins for their IaaS: 1GW for ORCL: 1) Topline Revenue: $60B 2) Total Cost (Land/DC/Power/Compute/Network/Storage) to $ORCL: $39B 3) Compute/Network/Storage: 25.35B 4) Land Data Center Power: 13.65B 5) Profit: 21B $IREN doesn't have to pay time to power premium embedded in Colocation which is a large part of the 13.65B cost. $IREN topline may somewhat lower than ORCL due to brand but their profits will be higher than 21B due to the fact that they own the land and power and construct at much lower cost than 13.65B. $ORCL depreciates over X years. It's more reasonable for"  
[X Link](https://x.com/jiahanjimliu/status/1978879617617301763) [@jiahanjimliu](/creator/x/jiahanjimliu) 2025-10-16T17:44Z 6590 followers, 66.2K engagements


"$ORCL GPU IaaS growing at XXX% YoY. They probably cannot meet demand as they are maxing out on Capex. $IREN will not have issues getting clients for IREN IaaS"  
[X Link](https://x.com/jiahanjimliu/status/1978880372587827282) [@jiahanjimliu](/creator/x/jiahanjimliu) 2025-10-16T17:47Z 6589 followers, 26.4K engagements


"$IREN: Mispriced Risk Curve $SPY is only down XXXX% today most of Mag7 is down 0.5%-1% $NBIS is down X% $CRWV up 1.7%. Why is $IREN down X% Why did $IREN move like "high risk" stocks today Namely $CLSK (-14%) $BITF (-18%) CIFR (-11%) and non-BTC related such as $EOSE (-16%) $ONDS (-13%) LMND (-9%). Recently I've had small conversations with a few institutions and their assessment of $IREN's high risk revolved around: X. What concrete evidence is there that $IREN has the ability to operate large scale IaaS clusters efficiently X. What is the probability of $IREN landing a hyperscaler deal 3."  
[X Link](https://x.com/jiahanjimliu/status/1978972320598196552) [@jiahanjimliu](/creator/x/jiahanjimliu) 2025-10-16T23:52Z 6590 followers, 40.9K engagements


"(1) (2) (3) (4) (5) (6) (7) (8)"  
[X Link](https://x.com/jiahanjimliu/status/1978972571405078605) [@jiahanjimliu](/creator/x/jiahanjimliu) 2025-10-16T23:53Z 6590 followers, 6459 engagements


"I am actually underestimating the chance Microsoft uses 300MW cluster for training. Bing Office365 WindowsOS Teams Copilot Azure OneDrive are all second rate products but Microsoft manages to get enterprises to adopt and buy regardless. Microsoft might train a second tier model to embedded into all these software and still sell well"  
[X Link](https://x.com/jiahanjimliu/status/1979194815989645675) [@jiahanjimliu](/creator/x/jiahanjimliu) 2025-10-17T14:36Z 6590 followers, 2091 engagements


"The misunderstanding here is: "with everybody and their uncle building data centers it is a buyers' market." Microsoft just signed a X year lease with NBIS for 100k GB300s. Microsoft is on the hook for X year which is the the entire lifetime of the GB300s. Microsoft doesn't buy the GB300s themselves because they can't expand DCs and operations teams fast enough. On the other side of every uncle's DC is:"  
[X Link](https://x.com/jiahanjimliu/status/1979207790552826161) [@jiahanjimliu](/creator/x/jiahanjimliu) 2025-10-17T15:28Z 6589 followers, 2179 engagements


"@kashyap286 The MSFT-NBIS deal is a X year contract. MSFT is paying out for the entire X year lifetime of the GPUs. MSFT is underwriting the entire GPU lifespan's worth of depreciation and utilization risk. Can you actually read"  
[X Link](https://x.com/jiahanjimliu/status/1979222003874779533) [@jiahanjimliu](/creator/x/jiahanjimliu) 2025-10-17T16:24Z 6583 followers, XXX engagements


"@MaoBaoBaomby @Wyatts_Torch Great job MaoBao Wyatt definitely has a record of false predictions"  
[X Link](https://x.com/jiahanjimliu/status/1979554616472940638) [@jiahanjimliu](/creator/x/jiahanjimliu) 2025-10-18T14:26Z 6588 followers, XXX engagements


"@MVanbrunsc47513 Good point out Markos margins will fluctuate depending on up ramp years and I think ORCLs depreciation schedule of X years is too long"  
[X Link](https://x.com/jiahanjimliu/status/1979555898269020544) [@jiahanjimliu](/creator/x/jiahanjimliu) 2025-10-18T14:31Z 6590 followers, XXX engagements


"The biggest misconception on Wall Street about $IREN is that AI Software Applications need to be deployed on one cloud provider. This use to be the case until latency due to lack of GPUs network latency. Now if you look at Shopify they use GCP as their main cloud provider and then make calls to Shopify software on Nebius bare metal GPUs (1). This is multi-cloud and why any Neocloud has an opportunity against AWS/GCP/Azure in the first place. As long as a Neocloud has a strength they can thrive in a Multi-Cloud Ecosystem. IREN's strength is that they will be able to operate 3GW of Bare Metal"  
[X Link](https://x.com/jiahanjimliu/status/1978272320511983871) [@jiahanjimliu](/creator/x/jiahanjimliu) 2025-10-15T01:30Z 6589 followers, 41.9K engagements


"10/18/25 Portfolio update. Not financial advice. Bullish: XXXX% - XXXX% $IREN - I bought more from selling TSLA and DCA from day job. I believe 2026 will be the year for IREN with SW1 energization larger volume GPU purchases as customers grow confidence in IREN Cloud and an increasing demand for GPU IaaS. Bullish: XXX% - XXX% $TSLA - Sold some for to buy something in real life. Accidentally sold in retirement account first so I just bought more IREN. Still very bullish TSLA. Having worked there I know the work culture there is beyond insane. Elon is getting a hella a good deal at the cost of"  
[X Link](https://x.com/jiahanjimliu/status/1979646443574214956) [@jiahanjimliu](/creator/x/jiahanjimliu) 2025-10-18T20:31Z 6589 followers, 4544 engagements