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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 ai, $iren, databricks, microsoft the most. They currently have XXXXXX 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 +2.80%
- X Month XXXXXXXXX -XXXX%
- X Months XXXXXXXXX +5,380%
- X Year XXXXXXXXX +39,287%

### 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 -XX%
- X Month XXX +23%
- X Months XXX +2,632%
- X Year XXX +1,177%

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

- X Week XXXXXX +17%
- X Month XXXXXX +35%
- X Months XXXXXX +3,792%
- X Year XXXXXX +4,956%

### 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

**Social category influence**
[stocks](/list/stocks)  #5911 [technology brands](/list/technology-brands)  [finance](/list/finance)  [countries](/list/countries)  [automotive brands](/list/automotive-brands)  [cryptocurrencies](/list/cryptocurrencies)  [fashion brands](/list/fashion-brands)  [social networks](/list/social-networks) 

**Social topic influence**
[ai](/topic/ai), [$iren](/topic/$iren) #34, [databricks](/topic/databricks) #96, [microsoft](/topic/microsoft) #2214, [open ai](/topic/open-ai) #917, [canada](/topic/canada), [$crwv](/topic/$crwv) #22, [$nbis](/topic/$nbis) #85, [$googl](/topic/$googl) #2162, [metal](/topic/metal)

**Top accounts mentioned or mentioned by**
[@fransbakker9812](/creator/undefined) [@litigiousdulce](/creator/undefined) [@thekamahsutra](/creator/undefined) [@deepvaluebagger](/creator/undefined) [@umbisam](/creator/undefined) [@markosaaig](/creator/undefined) [@bagelc47](/creator/undefined) [@globalcollapse](/creator/undefined) [@rjccapital](/creator/undefined) [@fallacyalarm](/creator/undefined) [@mvanbrunsc47513](/creator/undefined) [@danielkoss](/creator/undefined) [@alexfrombabylon](/creator/undefined) [@agrippainv](/creator/undefined) [@jwp626391](/creator/undefined) [@bertgilfoyle](/creator/undefined) [@mikealfred](/creator/undefined) [@brianfry01](/creator/undefined) [@marc750](/creator/undefined) [@yarless](/creator/undefined)

**Top assets mentioned**
[IREN Limited (IREN)](/topic/$iren) [Microsoft Corp. (MSFT)](/topic/microsoft) [CoreWeave, Inc. (CRWV)](/topic/$crwv) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [DigitalOcean Holdings, Inc. (DOCN)](/topic/$docn) [Equinix Inc (EQIX)](/topic/$eqix) [IBM (IBM)](/topic/ibm) [Digital Realty Trust Inc (DLR)](/topic/$dlr) [Dell Technologies, Inc. (DELL)](/topic/dell) [Oracle Corporation (ORCL)](/topic/$orcl) [Cipher Mining Inc. Common Stock (CIFR)](/topic/cipher-mining) [Tesla, Inc. (TSLA)](/topic/$tsla) [GM (GM)](/topic/$gm) [Auroracoin (AUR)](/topic/$aur) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Ondas Holdings Inc. Common Stock (ONDS)](/topic/$onds) [Eos Energy Enterprises, Inc. (EOSE)](/topic/$eose)
### Top Social Posts
Top posts by engagements in the last XX hours

"@jrouldz Databricks and FireworksAI is the real competition at private valuations of 134B+ and 4B. They will rent from bare metal Neoclouds like IREN and provide a great PaaS"  
[X Link](https://x.com/jiahanjimliu/status/1997142780079231441)  2025-12-06T03:15Z 12.3K followers, XXX engagements


"@fakenewsvsdata @_BNG_Capital Thanks Pavel Im not that knowledgeable about reading the underlying around block trades. Lets see if other people chime in"  
[X Link](https://x.com/jiahanjimliu/status/1997475844881846484)  2025-12-07T01:18Z 12.3K followers, XX engagements


"Well balanced take Agreed It is definitely an uphill battle for anyone outside of the hyperscalers to carve a permanent role in Cloud and Bare Metal CPU Datacenters. Whether it's $DOCN Vercel $DLR $EQIX IBM no one could get remotely close until with majority bare metal GPUs and legacy companies migrating their DB to OCI. GCP was somewhat late but it had massive cashflows and probably the best engineering of the 2010s to fund it's Cloud ambitions"  
[X Link](https://x.com/jiahanjimliu/status/1990595920887754781)  2025-11-18T01:40Z 12.3K followers, 1059 engagements


"Reading through convertible repurchase takes today @EvolamTrades makes sense to me. Quote "clearing out debt to make leverage metrics look better to institutions that are underwriting leverage. If its still marked as Debt on balance sheet versus equity it changes things." Also loved this calculation from @bitcoinbutcher1 as well:"  
[X Link](https://x.com/jiahanjimliu/status/1996483164660015405)  2025-12-04T07:34Z 12.3K followers, 14.2K engagements


"A lot of people are extrapolating IRENs foot in the door deal with Microsoft which has near breakeven economics. However IREN will be generating 1.5B revenue on 0.5B of earnings before SG&A and taxes once they finish retrofitting their Canada sites. They have prebuilt DCs which helps a lot with Capex and then leasing from Dell. As AI Platforms/AI Natives such as FireworksAI rise IREN will very profitable from them. Additionally subsequent hyperscaler deals will be better than breakeven and serve as anchor tenants"  
[X Link](https://x.com/jiahanjimliu/status/1991186968609517861)  2025-11-19T16:49Z 12.3K followers, 3934 engagements


"Home run analysis on IREN's 9.7B Microsoft Deal by @Agrippa_Inv. Answers @RealJimChanos's points. Unlike $ORCL $CRWV beholden to OpenAI spend there's no one questioning MSFT's ability to pay"  
[X Link](https://x.com/jiahanjimliu/status/1994489500224163874)  2025-11-28T19:32Z 12.3K followers, 22.5K engagements


"$NUAI: Behind the Meter Gas Turbines I typically don't partake in speculative power plays but I started a NUAI short/mid term position as XXXX% of my portfolio on the shoulders of @KashRamki and @litigious_dulce's research. Kash is an earlier IREN investor than me and almost never takes new positions and Dulce has a great coverage on the entire space. @gunnaosrs also pointed this out to me Nov X. Hyperscalers traditionally built DCs using grid connected power but have recently been willing to pay more and more for colocation. $CIFR's latest Google/Fluidstack extension is at 2.18m/MW-yr a"  
[X Link](https://x.com/jiahanjimliu/status/1994856212605882371)  2025-11-29T19:49Z 12.3K followers, 14.7K engagements


"(1) (2) (3) (4) (5) (6) (7) (8) (9) (10) (11) (12) (13) (14) (15)"  
[X Link](https://x.com/jiahanjimliu/status/1994856256738353574)  2025-11-29T19:49Z 12.3K followers, 7828 engagements


"Self Driving Survey Passenger Transport Tier 1: $TSLA FSD $GOOG Waymo Tier 2: Zoox $NBIS Avride Tier 3: Motional Mobileye $GM (Cruise folded back in) Tier 4: Mozee $F (ArgoAI folded back in) AiMotive Imagry May Mobility Trucking Tier 1: $AUR Aurora $TSLA Semi Tier 2: KodiakAI $KDK Gatik Tier 3: Torc Tier 4: Ghost Autonomy Food Delivery (Number of Deliveries) Tier 1: Starship (9 million+) Tier 2: $NBIS Avride (200k+) $SERV Serve Robotics (100k+) Kiwibot (300k+) Tier 3: Nuro (Pivot to self driving licensing partnership with Nvidia+Lucid) Teir 4: Marble Robotics China: PonyAI Baidu Apollo AutoX"  
[X Link](https://x.com/jiahanjimliu/status/1996097001981964614)  2025-12-03T05:59Z 12.3K followers, 9377 engagements


"I like Nebius operation uptime Clickhouse and think Avride has potential especially with their Dallas launch and appreciate their ambition and strategy. However I have a different view on how software companies will be able to close the software gap with Nvidia providing more of the software. Detailed cost breakouts can disprove my view but Nebius has yet to provide those. Until then everyone has to forge their own views"  
[X Link](https://x.com/jiahanjimliu/status/1997700670728917220)  2025-12-07T16:12Z 12.3K followers, XXX engagements


"@ZaStocks Agreed Add in Databricks Anthropic and you will have the pentakill"  
[X Link](https://x.com/jiahanjimliu/status/1997703463128748096)  2025-12-07T16:23Z 12.4K followers, 1199 engagements


"@GlobalCollapse @StockMeetUps They already paid off the DCs and ASICs with previous dilution so 425M is pretty close to cashflow"  
[X Link](https://x.com/jiahanjimliu/status/1998186007070683231)  2025-12-09T00:20Z 12.3K followers, XXX engagements


"@theBTCMiningGuy You got that right BMSG. And the CEO is a finance guy too not even an engineer. Any engineer would have done a better job. To be fair they have decent software engineers"  
[X Link](https://x.com/jiahanjimliu/status/1998190048723026255)  2025-12-09T00:36Z 12.3K followers, 1373 engagements


"Neoclouds: if you read where the moats are in optimizing GPU/TPU you will understand the harder software moat in performance gains is in compiler work dome by the frontier lab or AI native. This talks about invest in the compiler stack and get solid MFU. MFU is optimized around the workload and CUDA/NCCL provided by Nvidia and then wrapped by PyTorch/Tensorflow/JAX. Orchestration stack is not mentioned since its understood many Frontier Labs / AI Natives can optimize that and not the differentiator. This is why $ORCL states they have 700+ IaaS customers and their fastest growing segment is"  
[X Link](https://x.com/jiahanjimliu/status/1994449840781316507)  2025-11-28T16:54Z 12.4K followers, 25K engagements


"@LandoInvests These are private companies but have multi billion dollar valuations. Over a hundred B in the case of Databricks"  
[X Link](https://x.com/jiahanjimliu/status/1994932440608153811)  2025-11-30T00:52Z 12.4K followers, XXX engagements


"Canada 1.5B Microsoft Horizon 1-4 1.94B Those are their official guide numbers and add up to 3.4B alone. They have XXX GW Sweetwater X site energized in April 2026. They also have Horizon 5-10 to sign once they make headway on Horizon 1-4. These have not been added because IREN only adds concrete numbers on signed deals"  
[X Link](https://x.com/jiahanjimliu/status/1997355676394561760)  2025-12-06T17:21Z 12.4K followers, XXX engagements


"@PDPhilaPhil @FransBakker9812 This is one of the points of debate within the IREN community. 200MW IT or 300MW total load built in 2026 and 300MW IT or 450MW IT retrofitted out for Horizon 5-10 at Childless and then focus to accelerate Sweetwater into 2027"  
[X Link](https://x.com/jiahanjimliu/status/1997893760471228531)  2025-12-08T04:59Z 12.4K followers, 1991 engagements


"I think right now there's a bear trap in AI infrastructure names. There is committed Mag7 capex and mid-term election year stimulus to hold up 2026 along with GB300 trained models and Vera Rubin excitement. All these labs will likely IPO into peak AI sentiment and there will be the real test of whether it will be a top or a 1999-2001/1927-1929 extended top or AI will really deliver. As a software engineer I didn't have any complex trade strategies for this double bottom $IREN pullback but I'm simply positioned in common shares for 2026 and will continue to research"  
[X Link](https://x.com/jiahanjimliu/status/1996070508484591855)  2025-12-03T04:14Z 12.4K followers, 20.6K engagements


"Totally agreed with @MarkosAAIG that OpenAI is getting a lot of undeserved hate. Having the GPUs to serve 900m weekly users is no small feat. ChatGPT-5 was underwhelming due to the fact that was designed around GPU consumption. Meanwhile: X. xAI Grok throttles performance at peak hours. X. Google Gemini throttles latency at peak hours. X. Anthropic's Claude throttles on price and token limits. End user experience tells this story as OpenAI is still the leader in market share. X. Beneath OpenAI's uncertain big GPU commitments that raise funding questions mark is the fact that having enough"  
[X Link](https://x.com/jiahanjimliu/status/1998540963883659680)  2025-12-09T23:51Z 12.4K followers, 12K engagements


"$IREN: Table of Contents for Stage X Research X. Financial Model WebApp + Key Observations: X. IREN's T3 Datacenter Background: X. IREN's Secured Power Advantage: X. Levels of Scarcity and Moving up the Value Chain: X. Nvidia's Interest in Neoclouds: X. IREN IaaS Market Segment in Cloud: X. IREN Role in Multi-Cloud: X. Why IREN will get Higher Topline for Horizon 5-10: X. Key Partnership: FireworksAI: The people I followed for my wave X journey as a lurker:"  
[X Link](https://x.com/jiahanjimliu/status/1988141745234960754)  2025-11-11T07:08Z 12.4K followers, 134.1K engagements


"No wonder why Google must double compute every X months and is signing colocation deal with CIFR. A week after release Gemini compute cannot keep up with demand. $GOOG $CIFR and $IREN 1.4GW Sweetwater site"  
[X Link](https://x.com/jiahanjimliu/status/1992991874211324345)  2025-11-24T16:21Z 12.4K followers, 62.5K engagements


"$IREN Financial Model Update Sentiment has recovered a little today. Its important to look at the fundamentals and understand the situation of why the stock is down. We will also have an independent audit from @MarkosAAIG who is a day X $NBIS investor and runs his own fund in the Netherlands. We will focus on X stats: X. Run rate revenue based on contracts and expected contracts by end of 2026. X. Run rate revenue based on built out DCs by end of 2026. X. Discussion of how media narratives of AI shift focus from EBIT to X year cashflow. X. Price targets - I've made my model available for"  
[X Link](https://x.com/jiahanjimliu/status/1996822769036828778)  2025-12-05T06:03Z 12.4K followers, 91.5K engagements


"@ShawnLi_real @MarkosAAIG Lets take the 2029 notes for example. Assume 2029 share price is $XXX. The cap call protects between $XX and $XX which means 0-$13 and $25-$300 counts against dilution. Even though double seems like a lot once stock grows too much its approaches a share diluted"  
[X Link](https://x.com/jiahanjimliu/status/1996845538868904153)  2025-12-05T07:34Z 12.4K followers, XXX engagements


"@MB_Hogan IRENs 3-4B isnt end of 2026. Its just signed contracts. They will sign SW1 in April and have X months to build that out. They will also sign H5-10 around May/June of 2026 if not earlier and have X months to build that out"  
[X Link](https://x.com/jiahanjimliu/status/1997194479665926349)  2025-12-06T06:40Z 12.4K followers, 3949 engagements


"@osoloco22 @ShawnLi_real @FransBakker9812 Anthropic is possible for 2026 Databricks is possible OpenAI floated 2027/2028. Everyone is looking at liquidity conditions"  
[X Link](https://x.com/jiahanjimliu/status/1997847098235277678)  2025-12-08T01:54Z 12.4K followers, XXX engagements


"@FransBakker9812 @PDPhilaPhil This makes sense. Then IREN has the capacity to move all forces to SW1 in 2027"  
[X Link](https://x.com/jiahanjimliu/status/1997895579519889870)  2025-12-08T05:06Z 12.4K followers, XXX engagements


"@FransBakker9812 @qualfund @callah32 @litigious_dulce P/E of $CRWV and $NBIS are pretty high given they negative EPS. IREN is a mix of CIFR/CORZ and CRWV/NBIS. Plus lower P/E from XX to XX to XX. With very visible growth I give higher P/E and lower once theres less viability for growth beyond that"  
[X Link](https://x.com/jiahanjimliu/status/1998052698797805760)  2025-12-08T15:31Z 12.4K followers, 1778 engagements


"using a mass driver (electromagnetic railgun) to accelerate AI satellites This seems 100x harder than roadster and will take longer than FSD from 2915-2027. Microsoft piloted undersea datacenters for thermal efficiency but engineering reality hits when maintenance is required. If a server needs to switch a AEC/AOC cable or replace uneven level wear on a device you going to send someone to space or moon to do the adjustment"  
[X Link](https://x.com/jiahanjimliu/status/1998082751581266304)  2025-12-08T17:30Z 12.4K followers, 1298 engagements


"I acknowledge my mistake in exiting $ONDS. Congrats to @SeekTheAlpha @bodoxstocks for the research to hold. X. I didn't have visibility into their contracts. X. I overweighted the importance of Acuna capital relative to the rest of their business"  
[X Link](https://x.com/jiahanjimliu/status/1998099146839040205)  2025-12-08T18:35Z 12.4K followers, 24.7K engagements


"Neoclouds: Why Wall Street is hating on Neoclouds right now. $CRWV decided to do regular debt at X% interest rate instead convertibles at $XXX share price so XX% of their revenue goes to interest costs X. "CoreWeave's interest expense on debt for the third quarter of 2025 (Q3 2025) was $XXX million. The company expects its total interest expenses for the full year 2025 to be between $XXXX billion and $XXXX billion." X. "CoreWeave (CRWV) has a full-year 2025 revenue forecast of between $XXXX billion and $XXXX billion." CRWV has a higher % of interest cost as percentage revenue than the US"  
[X Link](https://x.com/jiahanjimliu/status/1998188480305025242)  2025-12-09T00:30Z 12.4K followers, 29.4K engagements


"Although in hold X% of my portfolio as AI I have full respect for @Umbisam for his bear takes. One of the most careful guys out there"  
[X Link](https://x.com/jiahanjimliu/status/1998421224662433823)  2025-12-09T15:55Z 12.4K followers, 14.2K engagements


"@Atzaran3 @McnallieM @danroberts0101 Wow thats a lot of FUD. IREN has big pipeline in Oklahoma and Canada"  
[X Link](https://x.com/jiahanjimliu/status/1998427513799028909)  2025-12-09T16:20Z 12.4K followers, 1116 engagements


"@TheBigDegen is a $IREN seed investor. There are at X other people on X with gigantic holdings X of them a non-seed investor. XX whales with X digit positions at $XX (LEAPs are volatile) many quiet on X. Im a X digit common shares 🦐"  
[X Link](https://x.com/jiahanjimliu/status/1998665543189238130)  2025-12-10T08:06Z 12.4K followers, 21.6K engagements


"Great tool by @AnishP144 for calculating $EOSE share price based on production lines from @bert_gilfoyle's spread sheets Bert is one of my top follows for EOSE"  
[X Link](https://x.com/jiahanjimliu/status/1994940791907905784)  2025-11-30T01:25Z 12.4K followers, 9840 engagements


"This is the exact quote form their earnings call doesnt state hyperscaler: Achieving 20-30% EBIT margins will depend on factors like workload mix high utilization of our GPU fleet and software development. We also take a conservative view on depreciation using a 4-year schedule"  
[X Link](https://x.com/jiahanjimliu/status/1997362470516818383)  2025-12-06T17:48Z 12.4K followers, XXX engagements


"@theBTCMiningGuy Haha imagine XXX% of revenue going to interest costs. Will literally need the Jerome Powell's Covid printer to fix that one"  
[X Link](https://x.com/jiahanjimliu/status/1998192457331450293)  2025-12-09T00:46Z 12.4K followers, XXX engagements


"@ShashiGurufocus @Umbisam NUAI are definitely natural gas people. I definitely see your points that they are not datacenter and not as power focused. However their expertise is natural gas and their location has triple redundancy pipelines. Judge is still out on this one"  
[X Link](https://x.com/jiahanjimliu/status/1998428591416348858)  2025-12-09T16:24Z 12.4K followers, XXX engagements


"@rreddi @FransBakker9812 @BagelC47 @_Sgr_A_Star Earnings call referenced 19k per Horizon so 76k total"  
[X Link](https://x.com/jiahanjimliu/status/1998529447889395726)  2025-12-09T23:05Z 12.4K followers, XXX engagements


"$IREN: Starcloud H100 in Space It's completely possible for two things to be true: X. Starcloud/SpaceX successfully operates small scale datacenters in space. X. IREN's datacenters on earth are very profitable. It all comes down to cost structure. If companies are willing to pay for the overhead of having datacenters in space then they will saturate the market for datacenters on earth until it reaches cost parity. Let's investigate: X. The biggest benefit of datacenters in space is having cheap and continuous solar but electricity cost is a very small cost relative to huge capex cost of GPUs."  
[X Link](https://x.com/jiahanjimliu/status/1998825764540829949)  2025-12-10T18:42Z 12.4K followers, 7520 engagements