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

Jay Yoon posts on X about $irens, $glng, $150m, investment the most. They currently have XXXXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.

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

- X Week XXXXXX +9,248%
- X Month XXXXXX +249%
- X Months XXXXXXX +182%
- X Year XXXXXXX +1,023%

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

- X Week XX +63%
- X Month XX -XX%
- X Months XX +40%
- X Year XXX +466%

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

- X Week XXXXX +3.40%
- X Month XXXXX +4.20%
- X Months XXXXX +36%
- X Year XXXXX +58%

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

### Social Influence [#](/creator/twitter::1056952266/influence)
---

**Social category influence**
[finance](/list/finance)  XXXX% [stocks](/list/stocks)  XXXX% [currencies](/list/currencies)  XXXX%

**Social topic influence**
[$irens](/topic/$irens) #5, [$glng](/topic/$glng) #4, [$150m](/topic/$150m) #17, [investment](/topic/investment) 2.63%, [sits](/topic/sits) 2.63%, [$iren](/topic/$iren) 2.63%, [$10m](/topic/$10m) 2.63%, [$4m](/topic/$4m) 2.63%, [$3m](/topic/$3m) 2.63%, [life of](/topic/life-of) XXXX%

**Top accounts mentioned or mentioned by**
[@realjimchanos](/creator/undefined) [@hkuppy](/creator/undefined) [@novembergain](/creator/undefined) [@nestbetter](/creator/undefined) [@ericjackson](/creator/undefined) [@sgrastar](/creator/undefined) [@jiahanjimliu](/creator/undefined) [@wyatts_torch](/creator/undefined) [@mikekuczborski](/creator/undefined) [@longiren](/creator/undefined) [@supremefirecpg](/creator/undefined) [@dnbrwnjr](/creator/undefined) [@souzaj99](/creator/undefined) [@joinyellowbrick](/creator/undefined) [@questforyield](/creator/undefined) [@dirigocap](/creator/undefined) [@rorsack152220](/creator/undefined) [@minotaurstocks](/creator/undefined)

**Top assets mentioned**
[Golar LNG Ltd (GLNG)](/topic/$glng) [IREN Limited (IREN)](/topic/$iren) [Elevance Health Inc (ELV)](/topic/$elv)
### Top Social Posts [#](/creator/twitter::1056952266/posts)
---
Top posts by engagements in the last XX hours

"The fact that this clown sits on $IREN's board has me second guessing my investment in IREN daily"  
[X Link](https://x.com/jaysyoon/status/1978970831305818240) [@jaysyoon](/creator/x/jaysyoon) 2025-10-16T23:46Z 2453 followers, 21.6K engagements


"More terrible analysis from Jim. $IREN owns the land building and power so it does not pay colocation costs. So on $10M / MW of revenue their margins would be closer to $4M / MW not $3M / MW. Furthermore his IRR math is way off. Jim doesn't seem to understand that ROIC will go up significantly during the life of a X year contract because IREN won't have to spend replacement capex on the depreciating GPUs. So while the ROIC will begin in the low teens in Year X due to GPU depreciation resulting in lower invested capital the ROIC will be much much higher in Year X. The overall result is that"  
[X Link](https://x.com/jaysyoon/status/1979212257037807910) [@jaysyoon](/creator/x/jaysyoon) 2025-10-17T15:45Z 2453 followers, 28.4K engagements


"Looks like me throwing a temper tantrum is all that was needed to get the price moving. You're welcome. $GLNG"  
[X Link](https://x.com/jaysyoon/status/1960421647833321742) [@jaysyoon](/creator/x/jaysyoon) 2025-08-26T19:18Z 2452 followers, 2422 engagements


"Largely agree with your points on $GLNG but I will say that recouping $1Bn will be a lot more challenging than getting YPF to hand over $150m. Don't think it will come to that though because both parties seem to understand how important developing the Vaca Muerte is to the country"  
[X Link](https://x.com/jaysyoon/status/1965183696798953984) [@jaysyoon](/creator/x/jaysyoon) 2025-09-08T22:41Z 2451 followers, 1406 engagements


"Nice move in $ELV over the past few days. Stock remains incredibly cheap relative to normalized earnings & also remains the lowest risk way to bet on a recovery in the health insurance space"  
[X Link](https://x.com/jaysyoon/status/1973880145649020929) [@jaysyoon](/creator/x/jaysyoon) 2025-10-02T22:37Z 2451 followers, 1105 engagements


"Worth a repost. $GLNG"  
[X Link](https://x.com/jaysyoon/status/1973880309524672846) [@jaysyoon](/creator/x/jaysyoon) 2025-10-02T22:38Z 2452 followers, 2633 engagements


"Wasn't / am not trolling. I was just providing a rebuttal to his analysis. Jim was including colocation costs which lowers $IREN's margins by $1M / MW which is quite significant. Not sure why this would be considered inconsequential. Next he claimed that IREN is making less than its cost of capital. Another big claim that would be thesis breaking if true so I provided a rebuttal. Just trying to provide honest analysis"  
[X Link](https://x.com/jaysyoon/status/1979224025995116893) [@jaysyoon](/creator/x/jaysyoon) 2025-10-17T16:32Z 2451 followers, XXX engagements