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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, ai, open ai the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXXXX engagements in the last XX hours.

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

- X Week XXXXXXX +17%
- X Month XXXXXXXXX -XX%
- X Months XXXXXXXXX +5,540%
- X Year XXXXXXXXX +40,390%

### 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 XXX -XX%
- X Month XXX +32%
- X Months XXX +2,986%
- X Year XXX +1,246%

### 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 +7.80%
- X Month XXXXXX +33%
- X Months XXXXXX +3,804%
- X Year XXXXXX +4,973%

### 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)  #1464 [finance](/list/finance)  #6134 [technology brands](/list/technology-brands)  XXXXX% [celebrities](/list/celebrities)  XXXX% [countries](/list/countries)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX% [automotive brands](/list/automotive-brands)  XXXX% [fashion brands](/list/fashion-brands)  XXXX% [social networks](/list/social-networks)  XXXX%

**Social topic influence**
[$iren](/topic/$iren) #5, [$nbis](/topic/$nbis) #23, [ai](/topic/ai) #4348, [open ai](/topic/open-ai) #262, [all the](/topic/all-the) #2282, [gpu](/topic/gpu) #249, [nbis](/topic/nbis) 4.67%, [dcs](/topic/dcs) #10, [$crwv](/topic/$crwv) #10, [$googl](/topic/$googl) #1264

**Top accounts mentioned or mentioned by**
[@fransbakker9812](/creator/undefined) [@shawnli_real](/creator/undefined) [@alexfrombabylon](/creator/undefined) [@markosaaig](/creator/undefined) [@thebtcminingguy](/creator/undefined) [@umbisam](/creator/undefined) [@rjccapital](/creator/undefined) [@shawnlireal](/creator/undefined) [@gavinsbaker](/creator/undefined) [@globalcollapse](/creator/undefined) [@landoinvests](/creator/undefined) [@jackiespace](/creator/undefined) [@beyondfz](/creator/undefined) [@kashramki](/creator/undefined) [@pdphilaphil](/creator/undefined) [@thebigdegen](/creator/undefined) [@atzaran3](/creator/undefined) [@litigiousdulce](/creator/undefined) [@thetechinvest](/creator/undefined) [@mikealfred](/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/$crwv) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Oracle Corporation (ORCL)](/topic/$orcl) [Eos Energy Enterprises, Inc. (EOSE)](/topic/$eose) [Microsoft Corp. (MSFT)](/topic/microsoft) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [Inverse Finance (INV)](/topic/$inv) [Vertiv Holdings Co (VRT)](/topic/$vrt) [Cipher Mining Inc. Common Stock (CIFR)](/topic/$cifr) [Tesla, Inc. (TSLA)](/topic/$tsla) [GM (GM)](/topic/$gm) [Auroracoin (AUR)](/topic/$aur) [Ondas Holdings Inc. Common Stock (ONDS)](/topic/$onds) [Fluence Energy, Inc. Class A Common Stock (FLNC)](/topic/$flnc) [Planet Labs PBC (PL)](/topic/$pl)
### Top Social Posts
Top posts by engagements in the last XX hours

"Can you explain what you mean by less dilution I calculate as if convertibles are shares after it has passed the cap as I think that's an embedded calculation as IREN is responsible after the convertible price. The cap calls protect between the conversion price and the cap only"  
[X Link](https://x.com/jiahanjimliu/status/1996834871420113208)  2025-12-05T06:51Z 12.5K followers, 1090 engagements


"If they do that then they will have to pay either the SpaceX or RKLB toll like everyone else. They will pay for launch as well as satellite solutions. However there just like there is still oil drilling in Saudi Arabia despite US being the biggest producer. There will still be datacenters on earth despite space having the most datacenters eventually"  
[X Link](https://x.com/jiahanjimliu/status/1998890611160789484)  2025-12-10T23:00Z 12.4K followers, 1177 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


"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


"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 12.4K followers, 9395 engagements


"12/3/25 Portfolio: $IREN 95.85%: I bought more IREN by selling TSLA so despite IREN falling it's a larger % of my portofolio. I don't use margin but I use my TSLA position as funding by selling TSLA to buy IREN when IREN gets low. I'm have been down X figures for some time now. Everyone needs to measure their own risk; my family has mitigated risk by putting large down payments on our two mortgages so that we can cashflow the mortgages plus life expenses. The down payments if put in IREN would have paid off the houses multiple times but unlike what it seems I do implement risk mitigation. My"  
[X Link](https://x.com/jiahanjimliu/status/1996269649630314651)  2025-12-03T17:25Z 12.4K followers, 44.8K 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


"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


"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 12.4K 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


"@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


"@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, 2005 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


"@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 12.4K 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 12.4K followers, 1389 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


"@nanotitan28 ❤. If it lifts the whole sector Im all for it"  
[X Link](https://x.com/jiahanjimliu/status/1998255456528306653)  2025-12-09T04:56Z 12.4K followers, XXX engagements


"@callah32 Agreed. As long as AI capex holds up Coreweave will make it"  
[X Link](https://x.com/jiahanjimliu/status/1998255917746500055)  2025-12-09T04:58Z 12.4K followers, XXX 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, 1117 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


"@Jackie_s_pace @GavinSBaker Thanks Jackie Without doubting any of the scientific progress it all comes down to the launch weight. Launch weight is SpaceX's revenue and launch margins are SpaceX's margins. Launch revenue is margin for terrestrial grid connected data centers"  
[X Link](https://x.com/jiahanjimliu/status/1998861936990261327)  2025-12-10T21:06Z 12.4K followers, XXX engagements


"After reviewing insightful points from @GavinSBaker @Jackie_s_pace @AlexfromBabylon @anandragn @Umbisam: SpaceX $ASTS $RKLB will be necessary diversification for $IREN $EOSE $NBIS $INV $VRT and all terrestrial data centers plays and doubly so around cooling. Although terrestrial datacenters will still be strong for the 5-10 year time frame the market is forward looking by 2027 I am aiming for 10-15% in those three space names. The stock market rewarding ASTS/RKLB shows that"  
[X Link](https://x.com/jiahanjimliu/status/1998918622610338126)  2025-12-11T00:51Z 12.4K followers, XXX engagements


"@FransBakker9812 @Sean__James @GlobalCollapse Great point on the GPU debt Frans. Could it be for H3-4 (1.5B) and then some left over"  
[X Link](https://x.com/jiahanjimliu/status/1995873306990575687)  2025-12-02T15:10Z 12.4K followers, 2222 engagements


"@accounting_ds I have a acquaintance working for them and hes pretty bright. I havent done a deep dive on their business but I believe @anni_sen was interested at one point"  
[X Link](https://x.com/jiahanjimliu/status/1997373366899232827)  2025-12-06T18:31Z 12.4K followers, XXX 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, 14.4K engagements


"@Umbisam ❤. Ah I see that is the dominant factor and is the single thing that may deflate with larger yield coming in 2026 and the need for power to put them"  
[X Link](https://x.com/jiahanjimliu/status/1998925100209602841)  2025-12-11T01:17Z 12.4K followers, XXX engagements


"Some people are saying I hate $NBIS but I was: X. The first one to call out NBIS's Microsoft deal was more profitable than IREN's when we thought it was 100k GPUs. X. Call out that CUDA Tile doesn't impact NBIS/CRWV: X. Gave Avride a high rating on passenger transport and food delivery: X. Have always said Clickhouse was great. Any post I have unfavorable to NBIS well cited so if there's anything wrong in my logic feel free to discuss. I'm not invested in NBIS but I don't hate it. I hate when NBIS people spread software myths on the whole cloud space as if only PaaS was important and IaaS was"  
[X Link](https://x.com/jiahanjimliu/status/1997495349305598288)  2025-12-07T02:36Z 12.4K followers, 22.6K 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 12.5K followers, XXX 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 12.5K followers, 62.5K 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 12.5K followers, 24.8K engagements


"Yes I agreed there will be some form of hybrid so its all about the details: X. Latency for terrestrial fiber is 5-30ms. Starlink is 20-40ms. Terrestrial has better latency. X. If cost to launch comes down drastically then SpaceX launch revenue goes down drastically. SpaceX launch revenue is literally a percentage of total launch cost. They wont be able to command enough launch profits/recenue to sustain 1.5T market cap since Starlink alone doesnt command that premium. X. Autonomous vehicles and robots do not use 6G Waymo has 4x H100 onboard the vehicle and Optimus has HW1 in the torso."  
[X Link](https://x.com/jiahanjimliu/status/1998851221755732375)  2025-12-10T20:24Z 12.5K followers, XXX engagements


"Starlink and many space Satellites don't need max compute power so they easily run on CMOS + RHBD nodes at 65nm or 90nm which are radiation tolerant and there's no problem having triple redundancy with error correcting codes and software checks. For the really critical logic 150180 nm Rad-Hard Silicon on Insulator (SOI) is SEL immune"  
[X Link](https://x.com/jiahanjimliu/status/1999002180561547677)  2025-12-11T06:23Z 12.5K followers, 5043 engagements


"This has impact on $EOSE $NBIS $CRWV $CIFR $TE $FLNC $VRT $INV Nuclear $NUAI"  
[X Link](https://x.com/jiahanjimliu/status/1999328274477121969)  2025-12-12T03:59Z 12.5K followers, 2623 engagements


"$IREN 2026: The Right Time AI Sector Topline In his recent interview @GavinSBaker tells us that 2026 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 2026. With ChatGPT-5.2 OpenAI is increasing it's output cost XX% 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/jiahanjimliu/status/1999369208413749549)  2025-12-12T06:42Z 12.5K followers, 23.7K engagements


"(1) (2) (3) (4) (5) (6) (7) (8) (9) (10) (11)"  
[X Link](https://x.com/jiahanjimliu/status/1999369282199929281)  2025-12-12T06:42Z 12.5K followers, 2399 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 12.5K followers, 136.8K engagements


"My main gripe on some $NBIS investors is that they keep spreading FUD about $IREN: X. Midterm FID around software or else useless FUD when there is robust demand for both PaaS and IaaS. Every HS serves demand in both segments. No one is denying IREN IaaS in Canada is very profitable. X. Long term FUD around efficiency numbers when other AI Platforms and AI Natives/Frontier Labs run their own stacks and some AI platforms have some have great number on public benchmarks. From a software perspective ChatGPT Gemini Claude are trained on HS platforms Cursors most performance sensitive feature"  
[X Link](https://x.com/jiahanjimliu/status/1995524517016601053)  2025-12-01T16:04Z 12.5K followers, 1152 engagements


"Some great context from @marksotoges. IREN it's biggest volume trading day in history with 82m shares traded compared to an average of 37m shares. "Mark's take away is that given such massive relentless selling more than double the usual daily volume $IREN managed to stay above $XX. Toward the close a million shares a minute were being dumped and they were all being absorbed. On a small cap stock. That wasn't retail. Billions of $ worth or $IREN was absorbed by some big accumulator today who were not scared to take everything the seller had to give them.""  
[X Link](https://x.com/jiahanjimliu/status/1995992917908095463)  2025-12-02T23:06Z 12.5K followers, 28.9K 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 12.5K followers, 91.7K 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 12.5K followers, 29.7K engagements


"@pred3500 @mikealfred Seems good to have liquidity in the Neocloud market but whats the case for acquiring Coreweave Most of their power and GPU is locked up in customer contracts. Is this a private equity deal"  
[X Link](https://x.com/jiahanjimliu/status/1998511525183754496)  2025-12-09T21:54Z 12.5K followers, XXX 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 12.5K followers, 13.2K 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 12.5K followers, 26.9K 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 12.5K followers, 57.2K engagements


"I agree that many advancements that can be made including cooling. However launch mass is a real constraint being demonstrated by cost of launch Starship. Even if fully reusable cost to launch the following is very heavy: - Radiation shielding - New radiation thermal equipment - Laser communications arrays - All the weight for the power distribution networking and GPU racks. This is Oracle's Abeline site: For 1GW you are looking at hudnreds of thousands of metric tons launch weight. For the distributed argument this already exist on earth. How come we can't build solar panels on every home"  
[X Link](https://x.com/jiahanjimliu/status/1998846168474988615)  2025-12-10T20:03Z 12.5K followers, 5521 engagements


"I have the highest respect for @GavinSBaker so I'll ask him this question around space vs terrestrial datacenters: Let's assume all scientific methods for cooling bitflips etc are a non-issue I don't doubt Elon and his team's ability to solves these. So then it boils down to launch cost. X. Launch cost is SpaceX's main revenue line. Starlink alone doesn't justify 1.5T IPO targets. X. Launch cost is the extra cost that space datacenters incur over terrestrial datacenters. Each NVL72 is 3300 pounds (1) 1GW of GB300s is 23000*20 NVL72s so 1GW of GB300s is 759000 tons This doesn't include the"  
[X Link](https://x.com/jiahanjimliu/status/1998857326607085728)  2025-12-10T20:48Z 12.5K followers, 19.4K engagements


"3. Redundant coms doesn't mean the inference happens in space. These are takeover scenarios where human intervenes. Remote coms is needed but not remote inference is not needed. Thus this has no incremental demand to space DCs nor terrestrial DCs. However this is revenue for Starlink/ASTS's communication network. I work this exact project at ArgoAI I know all the components/logic very well. There is already GPU redundancy and full power/cooling/networking on vehicle. If local GPU full redundancy already failed then the case is for human takeover not redundant inference in space/terrestrial DCs"  
[X Link](https://x.com/jiahanjimliu/status/1998868334771937572)  2025-12-10T21:32Z 12.5K followers, XXX engagements


"The simplest way to view is this: X. Shale oil gave the world abundant oil since 2014. Saudi Aramco is still making bank because of their lower costs structure. X. Space datacenter will give the world abundant electricity. $IREN $NBIS $CRWC terrestrial datacenters will still make bank because of their lower cost structure"  
[X Link](https://x.com/jiahanjimliu/status/1998875419022602664)  2025-12-10T22:00Z 12.5K followers, 6307 engagements


"$IREN $NBIS: Final Thoughts on Space Datacenters X. Shale oil gave the world abundant oil since 2014. Saudi Aramco is still making bank because of their lower costs structure. X. Space datacenter will give the world abundant compute electricity. $IREN $NBIS $CRWW terrestrial datacenters will retain their levels of profitability because of their lower cost structure. Cost Structure X. Electricity cost is where Space DCs shine but is not a major cost; instead the avlue is in access to power. Electricity bill itself is 10-15% of percentage Opex even lower in West Texas. Opex is dominated by mcuh"  
[X Link](https://x.com/jiahanjimliu/status/1998886340637897110)  2025-12-10T22:43Z 12.5K followers, 24.5K engagements


"$ORCL Earnings: Sector Leader for $IREN - XXX% or 0.1B/16.1B Revenue Miss (1) - IaaS revenue acceleration from XX% to XX% YoY (2). This is $IREN's bread and butter so this is good. - 2026 CapEx 15B higher than expected (3). $IREN isn't the only one with overrun cost. ORCL is heralding more increasing capex for the sector. Result: Leader ORCL down - IREN down. (1) (2) (3)"  
[X Link](https://x.com/jiahanjimliu/status/1998891959642108077)  2025-12-10T23:05Z 12.5K followers, 15.5K engagements


"$IREN: Big shoutout to @Jackie_s_pace for finding a very good hole in my weight argument is that XXXX% of the weight in NVL72 is around cooling: @jenzhuscott has pointed out international space station already has thermal management issues despite huge deployable radiators: Tech has gotten alot better than International Space Station which is 8-15 tons to dissipate 70kW. Radiation cooling scales with surface area and modern have improved 70x so XXX tons / MW which is small compared to a Starship Launch capabilities of 5k tons payload. @AlexfromBabylon - Jackie pointed out big win for your"  
[X Link](https://x.com/jiahanjimliu/status/1998909592970084552)  2025-12-11T00:15Z 12.5K followers, 11.8K engagements


"$IREN: Post Final Thoughts on Space DCs: Narrative Hit The Space DC narrative hit me hardest out of all the recent narratives because it's outside my area of expertise and I look out on a long time horizon. I took this one very seriously after @Jackie_s_pace pointed out that most of weight in NVL72 was around cooling and cooling in space would be radiation mechanism which could be lighter using modern techniques. This was a large oversight on my part. Also had great stress-test feedback from @Umbisam @anni_sen @AlexfromBabylon @sri_sri_dokania @Bob366466 @jenzhuscott and a great post (1) from"  
[X Link](https://x.com/jiahanjimliu/status/1998939602196021736)  2025-12-11T02:15Z 12.5K followers, 29.3K engagements


"$IREN: Rough day with space DC narratives way over budget ORCL CapEx and weak sector price action but after sorting out the long vs very long time frames to profitably scale space DCs I'm remain steadfast 95%+ LONG $IREN for $150-$200 in 2026 Thanks for all the great feedback from the community Let's Go Both all be true: X. SpaceX $ASTS $RKLB can be successful with space DCs on the very long time frame. X. We need powered GPUs now and IREN has a good chance of retaining it's level profitability for terrestrial DCs in the Space DC scenario. X. Space DCs will unlock abundance in compute"  
[X Link](https://x.com/jiahanjimliu/status/1998945487832101321)  2025-12-11T02:38Z 12.5K followers, 25.3K engagements


"@mylittleoreo1 In a 3-4 months when Sweetwater X energizes we are likely to see IREN sign one or more of ORCL and CRWVs top names. Only one miner can do this and its $IREN"  
[X Link](https://x.com/jiahanjimliu/status/1999018629363581357)  2025-12-11T07:29Z 12.5K followers, 5298 engagements


"$PL: Planet Labs +37% Today Planet Labs is $GOOG's partner for their satellite solution to put TPUs in space. Google published their experiments done on earth to scope out the feasibility of Space DCs here: - Many of the problems including launch weight and cooling are more solvable. - The paper states radiation test show that Trillium v6e aka TPUv6 can survive 3x the required lifetime of XX years but TPUv6 is older than 5nm and the paper states that: "sensitivity depends on the process node and cell libraries used and has historically decreased but this trend does not hold beyond the 5nm"  
[X Link](https://x.com/jiahanjimliu/status/1999193683644809350)  2025-12-11T19:04Z 12.5K followers, 4186 engagements


"Sentiment incorrectly down on OpenAI. ChatGPT-5.2 came back with a vengeance Sentiment down on AI Infrastructure names like $IREN. $IREN to come back with vengeance H1 2026 with SW1 and H5-10 on deals with better economics now that it's not IREN's first major deal. I'm a believer in ChatGPT-6. The three Nvidia horses in the frontier model race OpenAI xAI Anthropic will see dramatic performance improvements once GB300 models are trained late 2026 or H1 2027. Gemini still strong for video multi-modal from data lead but GB300 may level the playing field there too"  
[X Link](https://x.com/jiahanjimliu/status/1999196605724131587)  2025-12-11T19:16Z 12.5K followers, 22.9K engagements


"Like Tommy sees from the TA here I believe $IREN's recovery will be gradual and then we will see bigger moves Feb-April 2026"  
[X Link](https://x.com/jiahanjimliu/status/1999197343024128158)  2025-12-11T19:19Z 12.5K followers, 17.9K engagements


"$ORCL earnings as it relates to $IREN $NBIS Revenue/Backlog ORCL missing revenue by XXX% or 0.1B is not because lack of demand because their backlog grew to $523B. This backlog is not really Oracle's as the customers can go to $CRWV $NBIS $IREN whoever has the capacity. In fact that's exactly what's been happening with OpenAI signing with CRWV and MSFT signing with NBIS IREN. ORCL not meeting demand is actually very bullish for smaller Neoclouds as that is their lifetime opportunity to step up. Increase Capex ORCL's bearish news is that 2026 capex was projected to be 35B but is actually 50B a"  
[X Link](https://x.com/jiahanjimliu/status/1999235299814384082)  2025-12-11T21:50Z 12.5K followers, 8063 engagements


"Semianalysis says OpenAI + Anthropic are end users of 1/3 of all Nvidia GPUs on the entire market which matches the roughly reported numbers among end GPU users. If you look at the revenue/cost of OpenAI vs Anthropic you will realize that OpenAI is XX% out of that XX% of all Nvidia GPUs on the market. Note that Gemini uses TPU so that isn't counted. Furthermore GCP/Meta has alot of GPUs but have a X% OpenAI customer base so OpenAI's providers like MSFT/ORCL will be higher than XX% for OpenAI to achieve XX% of the entire market with Microsoft being closer to 30%-40%. Microsoft cannot"  
[X Link](https://x.com/jiahanjimliu/status/1999291215112732925)  2025-12-12T01:32Z 12.5K followers, 1629 engagements


"$IREN: People are probably curious why I am so caught up by Space DCs when they seem far out there. As @ShawnLi_real has pointed out Google does have plans to deploy small scale clusters of TPU to space by 2027 to test out radiation effects. Starcloud does have H100 in space today. However the challenge: X. Is assessing the long term radiation damage before you commit tens of billions of dollars to scale. X. Once you assess the radiation damage you can figure out maintenance which is a high expense. X. Google doesn't state 2-3nm in their plans. They will probably send an variation of them and"  
[X Link](https://x.com/jiahanjimliu/status/1999326575691727326)  2025-12-12T03:52Z 12.5K followers, 10.5K engagements


"@ShawnLi_real Fantastic find Shawn"  
[X Link](https://x.com/jiahanjimliu/status/1999326616493916257)  2025-12-12T03:53Z 12.5K followers, XXX engagements


"Agreed. The market does some wild forward pricing on what Elon says so I want to stress test it. The worse case is the reverse Elon effect which dampens the P/E of all energy plays. The Elon effect is that he announces something far out there to magnify the PE of his companies and then use it to get cheap funding"  
[X Link](https://x.com/jiahanjimliu/status/1999471392795066630)  2025-12-12T13:28Z 12.5K followers, X engagements


"Agreed. The market sometimes does some wild forward pricing on what Elon says so I want to stress test it. The worse case is the reverse Elon effect which dampens the P/E of all energy plays. The Elon effect is that he announces something far out there to magnify the PE of his companies and then use it to get cheap funding"  
[X Link](https://x.com/jiahanjimliu/status/1999471830999138648)  2025-12-12T13:30Z 12.5K followers, XX engagements