# ![@jwp626391 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1866100999708200960.png) @jwp626391 Paul Jiang

Paul Jiang posts on X about $nbis, $iren, $nvda, clickhouse the most. They currently have [---] followers and [---] posts still getting attention that total [--] engagements in the last [--] hours.

### Engagements: [--] [#](/creator/twitter::1866100999708200960/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1866100999708200960/c:line/m:interactions.svg)

- [--] Month [-----] -3.70%
- [--] Months [------] +695%
- [--] Year [------] +2,334%

### Mentions: [--] [#](/creator/twitter::1866100999708200960/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1866100999708200960/c:line/m:posts_active.svg)

- [--] Months [---] +572%
- [--] Year [---] +1,340%

### Followers: [---] [#](/creator/twitter::1866100999708200960/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1866100999708200960/c:line/m:followers.svg)

- [--] Month [---] +6%
- [--] Months [---] +36%
- [--] Year [---] +115%

### CreatorRank: [---------] [#](/creator/twitter::1866100999708200960/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1866100999708200960/c:line/m:influencer_rank.svg)

### Social Influence

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

**Social topic influence**
[$nbis](/topic/$nbis) #372, [$iren](/topic/$iren), [$nvda](/topic/$nvda), [clickhouse](/topic/clickhouse) #44, [ai](/topic/ai), [microsoft](/topic/microsoft), [$crwv](/topic/$crwv), [investment](/topic/investment), [open ai](/topic/open-ai), [$cifr](/topic/$cifr)

**Top accounts mentioned or mentioned by**
[@jiahanjimliu](/creator/undefined) [@mvcinvesting](/creator/undefined) [@thekamahsutra](/creator/undefined) [@fransbakker9812](/creator/undefined) [@genzinvest0r](/creator/undefined) [@hypertechinvest](/creator/undefined) [@danielkoss](/creator/undefined) [@thexcapitalist](/creator/undefined) [@stocksavvyshay](/creator/undefined) [@rjccapital](/creator/undefined) [@mikealfred](/creator/undefined) [@umbisam](/creator/undefined) [@danroberts0101](/creator/undefined) [@alexfrombabylon](/creator/undefined) [@babyfolio](/creator/undefined) [@itsalasdairmann](/creator/undefined) [@markosaaig](/creator/undefined) [@cleansparkinc](/creator/undefined) [@mrmikeinvesting](/creator/undefined) [@exahashpimp](/creator/undefined)

**Top assets mentioned**
[Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Iris Energy Limited (IREN)](/topic/$iren) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Microsoft Corp. (MSFT)](/topic/microsoft) [CoreWeave, Inc (CRWV)](/topic/$crwv) [Cipher Mining Inc. Common Stock (CIFR)](/topic/$cifr) [TeraWulf Inc. (WULF)](/topic/$wulf) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Advanced Micro Devices (AMD)](/topic/$amd) [Applied Digital Corp. (APLD)](/topic/$apld) [WeRide Inc. (WRD)](/topic/$wrd) [Aurora (AURORA)](/topic/$aurora) [REN (REN)](/topic/$ren) [Oracle AI (ORACLE)](/topic/$oracle) [CLEANSPARK INC (CLSK)](/topic/$clsk) [Bitfarms Ltd. (BITF)](/topic/$bitf) [Tempus AI, Inc. (TEM)](/topic/$tem) [Dell Technologies, Inc. (DELL)](/topic/dell) [MARA Holdings, Inc. (MARA)](/topic/mara) [DeepSeek (DEEPSEEK)](/topic/deepseek) [BITMINE IMMERSION TECH (BMNR)](/topic/$bmnr) [Tesla, Inc. (TSLA)](/topic/$tsla) [Bitcoin (BTC)](/topic/bitcoin) [BEAM (BEAM)](/topic/$beam) [Alibaba Group (BABA)](/topic/$baba) [Oracle Corporation (ORCL)](/topic/$orcl) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Goldman Sachs (GS)](/topic/goldman-sachs)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@smantel @reilly_mcadams @ConnorJBates_ Looking forward to your report. Do you think Clickhouse will go public next year"  
[X Link](https://x.com/jwp626391/status/1868540797106495509)  2024-12-16T06:16Z [--] followers, [---] engagements


"@neilsbhatia @TSDR_Trading @ConnorJBates_ Do you think Clickhouse will go public next year"  
[X Link](https://x.com/jwp626391/status/1868541789961068928)  2024-12-16T06:20Z [--] followers, [--] engagements


"@Beth_Kindig $nbis have 700% growth"  
[X Link](https://x.com/jwp626391/status/1870765998133129676)  2024-12-22T09:39Z [--] followers, [--] engagements


"@Agrippa_Inv Ultimately Mara's annual gross profit margin may be higher than $iren's as the BTC price at the end of last year reached $92000 while $iren's average annual price for selling all BTC was around $70000"  
[X Link](https://x.com/jwp626391/status/1880766704399360349)  2025-01-18T23:58Z [--] followers, [---] engagements


"@Charge_Stack @CleanSpark_Inc Last year the total cost of producing a BTC for CLSK was $62000 (including depreciation) and the BTC closing price was $92000. CLSK achieved a net profit margin of 32% which is close to $nvda"  
[X Link](https://x.com/jwp626391/status/1880877953049042991)  2025-01-19T07:20Z [--] followers, [--] engagements


"@mikealfred @realDonaldTrump Absolutely positive for Mara and CLSK"  
[X Link](https://x.com/jwp626391/status/1881188634868793668)  2025-01-20T03:54Z [--] followers, [--] engagements


"@VenkatP1359 Have clickhouse :22%"  
[X Link](https://x.com/jwp626391/status/1881197845367460096)  2025-01-20T04:31Z [--] followers, [--] engagements


"@stocktalkweekly The characteristics of $riot are that it has more money more mining computing power more BTC reserves and more energy that can be immediately invested in AI"  
[X Link](https://x.com/jwp626391/status/1883129359084691774)  2025-01-25T12:26Z [---] followers, [--] engagements


"@mvcinvesting With the support of Deepseek NB has the ability to optimize and innovate. Next NB has the ability to compete with OpenAI in the Western American market"  
[X Link](https://x.com/jwp626391/status/1883703444403552290)  2025-01-27T02:27Z [---] followers, [---] engagements


"@SpencerHakimian This year's $nbis is the CW of [--] years. If to raise funds to increase capacity it can increase ARR to [--] billion The company mentioned that Europe's Stargate has great potential and it may also participate in France's sovereign A i investment. expansion in the US done"  
[X Link](https://x.com/jwp626391/status/1895011440735724009)  2025-02-27T07:21Z [---] followers, [---] engagements


"@SpencerHakimian $nbis needs to invest more Jesen emphasizes that the computational demand for "reasoning" is overwhelming possibly millions of times more than it is currently"  
[X Link](https://x.com/jwp626391/status/1895020095547785405)  2025-02-27T07:56Z [---] followers, [---] engagements


"@wallstengine $nbis up"  
[X Link](https://x.com/jwp626391/status/1896088325276254470)  2025-03-02T06:40Z [---] followers, [---] engagements


"@B__Digs @HyperTechInvest obviously $nbis is PaaSCW is IaaS"  
[X Link](https://x.com/jwp626391/status/1896793031166382542)  2025-03-04T05:21Z [---] followers, [---] engagements


"@geokoutalidis $nbis AI R&D advancements our in-house team has recently been focusing on AI agents as one of the most impactful subdomains in the industry"  
[X Link](https://x.com/jwp626391/status/1898220847925785073)  2025-03-08T03:54Z [---] followers, [---] engagements


"@WealthyReadings $nbis AI R&D advancements our in-house team has recently been focusing on AI agents as one of the most impactful subdomains in the industry"  
[X Link](https://x.com/jwp626391/status/1898230768419455317)  2025-03-08T04:34Z [---] followers, [---] engagements


"@mvcinvesting @felixcscscs yesSince the second half of last year $clickhouse has reached a 5-year partnership agreement with Amazon and the number of customers has grown rapidly"  
[X Link](https://x.com/jwp626391/status/1909525321168412693)  2025-04-08T08:34Z [---] followers, [--] engagements


"@mvcinvesting A great plan: The EU supports $nbis to join forces with $nvda to invest heavily in A i in Europe which can solve some of the trade -win http://surplus.win http://surplus.win"  
[X Link](https://x.com/jwp626391/status/1910348594886156758)  2025-04-10T15:06Z [---] followers, [---] engagements


"@AlexSchettino @Rex_Finance @CleanSpark_Inc Revenue shoud be 1965x$82540/btc price at end of 3monthabout $162.5Msure Increase in net asset value"  
[X Link](https://x.com/jwp626391/status/1918512032607027381)  2025-05-03T03:44Z [---] followers, [--] engagements


"@Umbisam Can borrow more stocks for short selling"  
[X Link](https://x.com/jwp626391/status/1919603275256758764)  2025-05-06T04:00Z [---] followers, [---] engagements


"@InvestingVisual @IvanaSpear $nbis and $amd"  
[X Link](https://x.com/jwp626391/status/1954372315208413590)  2025-08-10T02:40Z [---] followers, [---] engagements


"@HyperTechInvest $nbis+$amd+$bmnr"  
[X Link](https://x.com/jwp626391/status/1954881621020258546)  2025-08-11T12:24Z [---] followers, [---] engagements


"@MrMikeInvesting $nbis and $amd have certainty"  
[X Link](https://x.com/jwp626391/status/1955903727858278835)  2025-08-14T08:06Z [---] followers, [---] engagements


"@perry_lin1 perrywhat about $cifr"  
[X Link](https://x.com/jwp626391/status/1956574203983057074)  2025-08-16T04:30Z [---] followers, [---] engagements


"@perry_lin1 I follow you up till now about $wulf thank you do you like $iren"  
[X Link](https://x.com/jwp626391/status/1956577764519420182)  2025-08-16T04:44Z [---] followers, [---] engagements


"@mvcinvesting I have always believed that ClickHouse and NBIShave a strong synergistic effect in market expansion"  
[X Link](https://x.com/jwp626391/status/1960499567943934290)  2025-08-27T00:28Z [---] followers, [---] engagements


"@TheKamaHsutra @Exahashpimp $nvda is promoting this kind of cross-regional connection of data centers and $iren is always at the forefront not ruling out the possibility of being guided by $nvda"  
[X Link](https://x.com/jwp626391/status/1960916522559529182)  2025-08-28T04:05Z [---] followers, [---] engagements


"@TheKamaHsutra @Exahashpimp Yes I think $nvda now places importance on $iren. Without any verbal or financial support $iren's capabilities have exceeded $nvda's expectations have felt that $iren's energy construction efficiency is important so rapid access to B200.expect closer cooperation between them"  
[X Link](https://x.com/jwp626391/status/1960925142051098876)  2025-08-28T04:39Z [---] followers, [---] engagements


"@mvcinvesting NVIDIAs CFO highlighted that thanks to efficiency gains AI infrastructure can yield extraordinary returns for instance a $3 million investment in NVIDIAs GPUs can generate $30 million in revenue from AI model inference (a [--] return)$nbis investment $200 M this year"  
[X Link](https://x.com/jwp626391/status/1961051397727858811)  2025-08-28T13:01Z [---] followers, [--] engagements


"@mvcinvesting The two enterprises are not exactly the same. $nbis+$clickhouse is positioned against $Oracle while $iren is positioned against $crwv"  
[X Link](https://x.com/jwp626391/status/1961258025722970463)  2025-08-29T02:42Z [---] followers, [--] engagements


"@jiahanjimliu Your outlook on $iren is great but your evaluation of $nbis has really ruined yourself"  
[X Link](https://x.com/jwp626391/status/1961340526646735008)  2025-08-29T08:09Z [---] followers, [----] engagements


"@jiahanjimliu $nbis is not inferior to $iren. They are two different types of enterprises in the same industry. In fact Jesen of $nvda has given the highest evaluation to nbis's full-stack AI capabilities. Jim evaluates AI cloud enterprises based on the business philosophy of miners"  
[X Link](https://x.com/jwp626391/status/1961347151121793242)  2025-08-29T08:36Z [---] followers, [---] engagements


"@FransBakker9812 @jiahanjimliu $nbis is not inferior to $iren. They are two different types of enterprises in the same industry. In fact Jesen has given the highest evaluation to nbis's full-stack AI capabilities. Jim evaluates AI cloud enterprises based on the business philosophy of miners"  
[X Link](https://x.com/jwp626391/status/1961347675141325300)  2025-08-29T08:38Z [---] followers, [---] engagements


"@TheKamaHsutra @Exahashpimp Yesterday validated my prediction of closer collaboration between $iren and $nvda"  
[X Link](https://x.com/jwp626391/status/1961349356579143908)  2025-08-29T08:45Z [---] followers, [---] engagements


"@FransBakker9812 @jiahanjimliu It's mainly a comparison between $clsk and $nbis which is quite ridiculous"  
[X Link](https://x.com/jwp626391/status/1961366961436467548)  2025-08-29T09:54Z [---] followers, [---] engagements


"@jiahanjimliu @mvcinvesting @mc_khristina AI is just in its infancy and competition is the norm. $nbis has obtained the support of $nvda to compete with others. $clickhouse also brings significant value to $nbis and has a good synergistic effect with $nbis especially in the broad SME market"  
[X Link](https://x.com/jwp626391/status/1961605148028899399)  2025-08-30T01:41Z [---] followers, [---] engagements


"@jiahanjimliu @mvcinvesting @mc_khristina Your understanding is unfair. Both $clickhous and $nbis are still in their early stages of development. ClickHouse may be targeting users from cloud service providers especially considering its long-term partnership with Amazon that spans five years"  
[X Link](https://x.com/jwp626391/status/1961609073935487360)  2025-08-30T01:57Z [---] followers, [---] engagements


"@meeijer Today CoreWeave CEO Mike Intrator: At the end of the day right now it's the powered shells that are the choke point that is causing the struggle to get enough infrastructure online for the demand signals that we are seeing"  
[X Link](https://x.com/jwp626391/status/1961934346715328959)  2025-08-30T23:29Z [---] followers, [---] engagements


"@mvcinvesting Today CoreWeave CEO Mike Intrator: At the end of the day right now it's the powered shells that are the choke point that is causing the struggle to get enough infrastructure online for the demand signals that we are seeing"  
[X Link](https://x.com/jwp626391/status/1961934556208218576)  2025-08-30T23:30Z [---] followers, [---] engagements


"@FransBakker9812 @danroberts0101 CoreWeave CEO Mike Intrator: At the end of the day right now it's the powered shells that are the choke point that is causing the struggle to get enough infrastructure online for the demand signals that we are seeing"  
[X Link](https://x.com/jwp626391/status/1961987773902291395)  2025-08-31T03:01Z [---] followers, [---] engagements


"@moninvestor CoreWeave CEO Mike Intrator: At the end of the day right now it's the powered shells that are the choke point that is causing the struggle to get enough infrastructure online for the demand signals that we are seeing"  
[X Link](https://x.com/jwp626391/status/1961988341974639095)  2025-08-31T03:04Z [---] followers, [---] engagements


"@jiahanjimliu @FransBakker9812 @danroberts0101 Clickhouse is only one of Nbis s crown jewel"  
[X Link](https://x.com/jwp626391/status/1961992273845252539)  2025-08-31T03:19Z [---] followers, [--] engagements


"@TheKamaHsutra @Umbisam It is quite reasonable to compare iren with crwv and it is also reasonable to conduct a comparative study between $nbis and $Oracle"  
[X Link](https://x.com/jwp626391/status/1962057545755046263)  2025-08-31T07:39Z [---] followers, [--] engagements


"@Asmallfish5 nbis is a native AI cloud IaaS PaaS and SaaS as well as a database (ClickHouse) more suitable for AI competing with Oracle. iren is currently an AI IaaS superior to and competing with crwv"  
[X Link](https://x.com/jwp626391/status/1962471752413643095)  2025-09-01T11:05Z [---] followers, [---] engagements


"@TheKamaHsutra Nbis =Fluistake +iren"  
[X Link](https://x.com/jwp626391/status/1963978067329597857)  2025-09-05T14:50Z [---] followers, [---] engagements


"@mvcinvesting Iren utilizes Togher AI software technology and built cloud by FluidStack. The value of each GPU for $iren is significantly lower than Nbis cloud s GPU"  
[X Link](https://x.com/jwp626391/status/1963996962153271767)  2025-09-05T16:05Z [---] followers, [---] engagements


"@TheKamaHsutra Iren utilizes Togher AI software technology and built cloud by FluidStack. The value of each GPU for $iren is significantly lower than Nbis cloud s GPU for $nbis"  
[X Link](https://x.com/jwp626391/status/1963998356209856859)  2025-09-05T16:11Z [---] followers, [---] engagements


"@TheKamaHsutra What I mean is that the Gpu hourly income for $iren is not the market price but only the portion that Iren can be obtained"  
[X Link](https://x.com/jwp626391/status/1964003418839908438)  2025-09-05T16:31Z [---] followers, [---] engagements


"@mvcinvesting The cooperation with Microsoft opened the door to Microsoft's global market for nbisthe platform's most important Aitechreliability and compliance have almost zero proof for S/M enterprise will significantly reduce the cost of acquiring them and the cost of financing"  
[X Link](https://x.com/jwp626391/status/1965402930418491460)  2025-09-09T13:12Z [---] followers, [--] engagements


"@SpacBobby The operational model of iren make value per MW is significantly higher than $Wulf $Apld Corz and potentially Cifr in the future.Meanwhile its net cash flow from mining approximately $800 million per year is notably superior to that of other transitioning miners"  
[X Link](https://x.com/jwp626391/status/1965475206312681881)  2025-09-09T17:59Z [---] followers, [---] engagements


"@ericjackson @cvpayne @FoxBusiness The operational model of iren make value per MW is significantly higher than $Wulf $Apld Corz and potentially Cifr in the future.Meanwhile its net cash flow from mining approximately $800 million per year is notably superior to that of other transitioning miners"  
[X Link](https://x.com/jwp626391/status/1965553517168656654)  2025-09-09T23:10Z [---] followers, [---] engagements


"@thexcapitalist Sir you must have forgotten about its Avride ClickHouse and Toloka. Their total value could reach $100 billion in [--] years"  
[X Link](https://x.com/jwp626391/status/1965571112798228852)  2025-09-10T00:20Z [---] followers, [---] engagements


"@jiahanjimliu Your long and negative discourse on Nbis is completely irresponsible and misleading and it has definitely cost some investors. I agree that iren is excellent. I have been holding both"  
[X Link](https://x.com/jwp626391/status/1965713900357517508)  2025-09-10T09:48Z [---] followers, [---] engagements


"@mvcinvesting wouldn't be surprised to see OpenAI as one of $NBIS' customers for the two upcoming greenfield sites in the U.S"  
[X Link](https://x.com/jwp626391/status/1965905106869846478)  2025-09-10T22:27Z [---] followers, [---] engagements


"@BTCStocksInvest nbis does not mine and all MW is used for AI"  
[X Link](https://x.com/jwp626391/status/1965911052908110277)  2025-09-10T22:51Z [---] followers, [---] engagements


"@moninvestor Altman outlines AI's ten-year roadmap: "Intelligence is power" computing power and energy will become the core of value; the software industry will face fundamental restructuring"  
[X Link](https://x.com/jwp626391/status/1965929537830826324)  2025-09-11T00:05Z [---] followers, [----] engagements


"@jiahanjimliu Your evaluation of iren is very great At the same time you noticed that Nbis's IaaS has a huge driving effect on its PaaS and SaaS. Especially Nbis's IaaS only serves giants and the next one is likely to be OpenAI at nbis building two sites in year"  
[X Link](https://x.com/jwp626391/status/1965955765749104898)  2025-09-11T01:49Z [---] followers, [--] engagements


"@mvcinvesting Compared to Oracle database Nbis's ClickHouse database platform is more suitable for AI"  
[X Link](https://x.com/jwp626391/status/1965986806148772300)  2025-09-11T03:52Z [---] followers, [--] engagements


"@FransBakker9812 @mikealfred $nbis has the software stack and funds to achieve around $20 million in revenue per MW while iren has recurring cash flow to achieve around $10 million per MW. $wulf $Cifr and $bitf can only achieve around $1.8 million in revenue per MW. Their MW completely different"  
[X Link](https://x.com/jwp626391/status/1966318332136796355)  2025-09-12T01:49Z [---] followers, [---] engagements


"@FransBakker9812 @mikealfred I believe that comparing nbis with Oracle and iren with crwv is the correct approach. Other systems such as cifr wulf and bitf belong to a different category and comparing them with nbis and iren is meaningless"  
[X Link](https://x.com/jwp626391/status/1966322881257943335)  2025-09-12T02:08Z [---] followers, [---] engagements


"@TacticzH The EV of CRWV is $64 billion with outstanding orders of $30 billion. The EV of NBIS is $19 billion with outstanding orders of $19 billion. NBIS is significantly undervalued compared to CRWVand not includ avride clickhouse tokola"  
[X Link](https://x.com/jwp626391/status/1967400683151511555)  2025-09-15T01:30Z [---] followers, [---] engagements


"@mvcinvesting The EV of CRWV is $64 billion with outstanding orders of $30 billion. The EV of NBIS is $19 billion with outstanding orders of $19 billion. NBIS is significantly undervalued compared to CRWVand not includ avride clickhouse tokola"  
[X Link](https://x.com/jwp626391/status/1967403611694219620)  2025-09-15T01:42Z [---] followers, [---] engagements


"@TheKamaHsutra @hashoveride Therefore $nbis holds high value in cloud service centers located in Finland Paris and Ireland"  
[X Link](https://x.com/jwp626391/status/1967530624140681339)  2025-09-15T10:07Z [---] followers, [---] engagements


"@FrameworkWisely Clickhouse is Ai database differs from traditional databases"  
[X Link](https://x.com/jwp626391/status/1967532497371296231)  2025-09-15T10:14Z [---] followers, [---] engagements


"@MB_Hogan OpenAI has participated in public technical events organized by ClickHouse and presented empirical applications of ClickHouse technology to the market at conferences"  
[X Link](https://x.com/jwp626391/status/1967932624393081095)  2025-09-16T12:44Z [---] followers, [--] engagements


"@Umbisam The value per MW of $iren is [--] times of $wulf $cifr"  
[X Link](https://x.com/jwp626391/status/1968298561638117470)  2025-09-17T12:58Z [---] followers, [---] engagements


"@mvcinvesting $nbis is the most cost-effective asset in the $nvda industry"  
[X Link](https://x.com/jwp626391/status/1968351454567211234)  2025-09-17T16:28Z [---] followers, [---] engagements


"@thexcapitalist $nbis is the most cost-effective asset in the $nvda industry"  
[X Link](https://x.com/jwp626391/status/1968351823464677768)  2025-09-17T16:30Z [---] followers, [---] engagements


"@thexcapitalist They don't consider Avride clickhouse tokola tripe at all"  
[X Link](https://x.com/jwp626391/status/1968548420559454271)  2025-09-18T05:31Z [---] followers, [---] engagements


"@MVanbrunsc47513 @jiahanjimliu $nbis and $iren are extremely scarce advantageous enterprises in the $nvda industry and the Ai category"  
[X Link](https://x.com/jwp626391/status/1969550280015692008)  2025-09-20T23:52Z [---] followers, [---] engagements


"@BiotechStocksMN The open letter released by the Accel team the day after Accel and NVDA invested in NBIS. I read it at the time and also bought NBIS shares"  
[X Link](https://x.com/jwp626391/status/1969731467027857894)  2025-09-21T11:52Z [---] followers, [---] engagements


"@donaldjdean I think $nbis and $tsla can up to your target"  
[X Link](https://x.com/jwp626391/status/1969736477887385667)  2025-09-21T12:12Z [---] followers, [---] engagements


"@jiahanjimliu Your deliberate prejudice against $nbis doesn't make you look smarter in any way. $nbis has its own data centers such as the one in Finland which will expand to 200MW. However like you I greatly appreciate $iren"  
[X Link](https://x.com/jwp626391/status/1970307761834729874)  2025-09-23T02:02Z [---] followers, [---] engagements


"@jiahanjimliu Finland will up to 200mw100mw 2025"  
[X Link](https://x.com/jwp626391/status/1970351994989924600)  2025-09-23T04:58Z [---] followers, [--] engagements


"@mikealfred Google is competing for power and $cifr is likely to be incorporated into its AI industry chain by Google"  
[X Link](https://x.com/jwp626391/status/1973404985837723983)  2025-10-01T15:09Z [---] followers, [---] engagements


"@AlexfromBabylon Nabis adopts a hybrid strategy for data centers including fully owned customized and co-located options similar to large enterprises such as Microsoft"  
[X Link](https://x.com/jwp626391/status/1974832704916168846)  2025-10-05T13:43Z [---] followers, [---] engagements


"@jiahanjimliu Nabis adopts a hybrid strategy for data centers including fully owned customized and co-located options similar to large enterprises such as Microsoft"  
[X Link](https://x.com/jwp626391/status/1975037914682884187)  2025-10-06T03:18Z [---] followers, [---] engagements


"@TheKamaHsutra This financing can make the stock price reach $100 faster"  
[X Link](https://x.com/jwp626391/status/1975775745051144353)  2025-10-08T04:10Z [---] followers, [---] engagements


"@Umbisam $nbis and $iren"  
[X Link](https://x.com/jwp626391/status/1976813508147986626)  2025-10-11T00:54Z [---] followers, [---] engagements


"@TheKamaHsutra @poolsideai Iren's transaction targets include OpenAI NVDA AWS and Oracle. Previous transactions were all for capability verification. Obtaining priority supply rights means NVDA supports him in establishing transactions with those giants"  
[X Link](https://x.com/jwp626391/status/1978669871249379457)  2025-10-16T03:50Z [---] followers, [---] engagements


"@IREN_Ltd If Bitcoin is in a bear market for the next three years hashprice will average $0.04 and according to past financial records of IREN the company's total pre tax profit for the next three years will reach $500 million with a net cash income of [---] billion US dollars"  
[X Link](https://x.com/jwp626391/status/1889919935197094247)  2025-02-13T06:10Z [---] followers, [---] engagements


"@AlvaroMysterio @Avrideai Avride has a great reference $WRD. US $Aurora Innovation (AUR. US) $. Google's valuation of Wymo is over [--] billion"  
[X Link](https://x.com/jwp626391/status/1890612725950115853)  2025-02-15T04:02Z [---] followers, [---] engagements


"@StockSavvyShay $nbiss Avride has a great reference $WRD. US $Aurora Innovation (AUR. US) $. Google's valuation of Wymo is over [--] billion"  
[X Link](https://x.com/jwp626391/status/1890613329959260316)  2025-02-15T04:05Z [---] followers, [---] engagements


"@mvcinvesting $nbiss Avride has a great reference $WRD. US $Aurora Innovation (AUR. US) $. Google's valuation of Wymo is over [--] billion"  
[X Link](https://x.com/jwp626391/status/1890613648613093592)  2025-02-15T04:06Z [---] followers, [---] engagements


"@StockSavvyShay $beam will be the next one"  
[X Link](https://x.com/jwp626391/status/1890756257700573376)  2025-02-15T13:33Z [---] followers, [---] engagements


"@StockSavvyShay $nbis s $avride robots are already operating in three cities and many university campuses"  
[X Link](https://x.com/jwp626391/status/1891283853530005905)  2025-02-17T00:29Z [---] followers, [---] engagements


"@KingFazir In the United States no one has more high-quality medical data than $tem and high-quality data is the productivity of AI"  
[X Link](https://x.com/jwp626391/status/1892039078612230195)  2025-02-19T02:30Z [---] followers, [---] engagements


"@MrMikeInvesting $baba $nbis $tem will win"  
[X Link](https://x.com/jwp626391/status/1892125785433178123)  2025-02-19T08:15Z [---] followers, [---] engagements


"@mvcinvesting How are about $avride have more information"  
[X Link](https://x.com/jwp626391/status/1892759248565584335)  2025-02-21T02:12Z [---] followers, [---] engagements


"@growthrapidly The CEO mentioned the European Stargate"  
[X Link](https://x.com/jwp626391/status/1893986159249756231)  2025-02-24T11:27Z [---] followers, [--] engagements


"@HyperTechInvest $avride Capable of launching humanoid robotsAi technology is same as ai car"  
[X Link](https://x.com/jwp626391/status/1894580903760027773)  2025-02-26T02:51Z [---] followers, [---] engagements


"@jiahanjimliu $nbis is invested by nvda and Microsoft. strategy is unparalleled cooperation with Microsoft is a strong foundation for its further expansionfour subsidiaries have also grown together with Ai. is no doubt iren is a best great innovative enterprise with severely undervalued"  
[X Link](https://x.com/jwp626391/status/1974650229061468526)  2025-10-05T01:37Z [---] followers, [---] engagements


"@RJCcapital I sold $iren and $wulf the day before yesterday and gradually increased my position in $nbis based on Microsoft's trust in it"  
[X Link](https://x.com/jwp626391/status/1980933996357067166)  2025-10-22T09:47Z [---] followers, [---] engagements


"@genZinvest0r I sold $iren and $wulf the day before yesterday and gradually increased my position in $nbis based on Microsoft's trust in it"  
[X Link](https://x.com/jwp626391/status/1980950274371191034)  2025-10-22T10:52Z [---] followers, [---] engagements


"@RealJGBanks $cifr and $bitf"  
[X Link](https://x.com/jwp626391/status/1982674070073450602)  2025-10-27T05:01Z [---] followers, [---] engagements


"@MrMikeInvesting I have remembered. I have also taken note of the $amd you mentioned earlier"  
[X Link](https://x.com/jwp626391/status/1983020090900811981)  2025-10-28T03:56Z [---] followers, [---] engagements


"@aleabitoreddit I have been consistently holding onto $nbis and $iren"  
[X Link](https://x.com/jwp626391/status/1983109129599431139)  2025-10-28T09:50Z [---] followers, [---] engagements


"@aleabitoreddit You are right have concentration in $NBIS due to the highest asymmetrical return.also as $iren"  
[X Link](https://x.com/jwp626391/status/1983109837593686200)  2025-10-28T09:53Z [---] followers, [---] engagements


"@StockSavvyShay Is there any inspiration for ClickHouse"  
[X Link](https://x.com/jwp626391/status/1991093537354690651)  2025-11-19T10:37Z [---] followers, [--] engagements


"@Beth_Kindig $nbis and $iren is its younger brother and $amd is its relative"  
[X Link](https://x.com/jwp626391/status/1991423849645371867)  2025-11-20T08:30Z [---] followers, [---] engagements


"@thexcapitalist $nbis in technical and market already achieved the vision outlined in the McKinsey report"  
[X Link](https://x.com/jwp626391/status/1992493207259893898)  2025-11-23T07:19Z [---] followers, [---] engagements


"@babyfolio @romanchernin $nbis has already achieved the vision outlined in the McKinsey report"  
[X Link](https://x.com/jwp626391/status/1992494472442372509)  2025-11-23T07:24Z [---] followers, [---] engagements


"@jiahanjimliu @DrTomsLens You post biased comments that are inconsistent with market perception every day leading to significant declines after causing confusion"  
[X Link](https://x.com/jwp626391/status/1992774807239463298)  2025-11-24T01:58Z [---] followers, [---] engagements


"@jiahanjimliu @Spiralout_one @daniel_koss @itsalasdairmann @MarkosAAIG @RJCcapital Don't forget that nbis has 2.5GW next year. There are over [--] billion orders on handtoken factory ththe platform for all market clickhous Avride "  
[X Link](https://x.com/jwp626391/status/1993136261381734506)  2025-11-25T01:54Z [---] followers, [---] engagements


"@jiahanjimliu @Spiralout_one @daniel_koss @itsalasdairmann @MarkosAAIG @RJCcapital For reference companies like Amazon Google and Microsoft did not grow to such a large scale solely due to their power"  
[X Link](https://x.com/jwp626391/status/1993139070240014659)  2025-11-25T02:05Z [---] followers, [---] engagements


"@jiahanjimliu @Spiralout_one @daniel_koss @itsalasdairmann @MarkosAAIG @RJCcapital Orcl is not a native AI architecture and it lacks the ability to leverage both left and right brain strengths. Unlike Orcl Nbis is a native AI full-stack solution with a vision to become an AI AWS. It has a large number of users Arr about $40 B besides Microsoft and Meta"  
[X Link](https://x.com/jwp626391/status/1993147692164563214)  2025-11-25T02:40Z [---] followers, [--] engagements


"@jiahanjimliu @stocktrader989 @daniel_koss @itsalasdairmann @MarkosAAIG @RJCcapital @Penderart @GlobalCollapse @gary_pallett What are your thoughts on this"  
[X Link](https://x.com/jwp626391/status/1993154160443953323)  2025-11-25T03:05Z [---] followers, [--] engagements


"@jiahanjimliu You should allocate half to $nbis"  
[X Link](https://x.com/jwp626391/status/1993165992919548015)  2025-11-25T03:52Z [---] followers, [---] engagements


"@jiahanjimliu Because the revenue from ensuring the realization of AI is also more than double nbis and iren can be also in partnership with TPUs. $nbis provides AI-specific cloud services to the market rather than solely providing chip rental. The market is so vast has no visible boundaries"  
[X Link](https://x.com/jwp626391/status/1993208090578330105)  2025-11-25T06:40Z [---] followers, [---] engagements


"@jiahanjimliu @_Sgr_A_Star @FransBakker9812 @AlexfromBabylon The gross profit margin of Dell and other manufacturers equals the reduction in Nbis costs"  
[X Link](https://x.com/jwp626391/status/1993572976516874686)  2025-11-26T06:50Z [---] followers, [--] engagements


"@_Sgr_A_Star @FransBakker9812 @AlexfromBabylon @jiahanjimliu Why are you so clumsy Ask Ai"  
[X Link](https://x.com/jwp626391/status/1993590787855335777)  2025-11-26T08:00Z [---] followers, [--] engagements


"@Sandeman52 ClickHouse receives the highest rating from Tesla"  
[X Link](https://x.com/jwp626391/status/1993857330488987656)  2025-11-27T01:40Z [---] followers, [---] engagements


"@EndicottInvests $nbis and $iren are not on the same wavelength. nbis is IaaS+PaaS+SaaS+token factory"  
[X Link](https://x.com/jwp626391/status/1993865909342228944)  2025-11-27T02:14Z [---] followers, [---] engagements


"@Agrippa_Inv Iren's aggressive strategy has benefited me greatly but now I prefer i will waiting http://CIFR.so http://CIFR.so"  
[X Link](https://x.com/jwp626391/status/1993868234874081545)  2025-11-27T02:23Z [---] followers, [---] engagements


"@HyperTechInvest Keywords: Humain. Existing Venue. Hired Jeffrey Thomas from Saudi Arabian AI company Humain. After serving as president at Humain Thomas joined CleanSpark as senior vice president of AI data center"  
[X Link](https://x.com/jwp626391/status/1993915119898906715)  2025-11-27T05:29Z [---] followers, [---] engagements


"@mvcinvesting The Singapore government's choice of $baba's open-source LLM is beneficial for $nbis to expand into the South Asian market"  
[X Link](https://x.com/jwp626391/status/1994211695464497341)  2025-11-28T01:08Z [---] followers, [---] engagements


"@DollarCostAvg Worry about "The success is attributed to GPU and the failure is also attributed to GPU."so iren 50%+cifr5% from iren100%"  
[X Link](https://x.com/jwp626391/status/1994259208707911979)  2025-11-28T04:17Z [---] followers, [---] engagements


"@GoodKnight_8 amd nvda humainclsk"  
[X Link](https://x.com/jwp626391/status/1994265734164414566)  2025-11-28T04:42Z [---] followers, [--] engagements


"@FinancialErnie @CleanSpark_Inc amd nvda humainclsk"  
[X Link](https://x.com/jwp626391/status/1994266199916437719)  2025-11-28T04:44Z [---] followers, [--] engagements


"@babyfolio Yesterday two major events occurred: Singapore adopted the Qianwen LLM and DK's latest version of the open-source Chinese DeepSeek was open sourced. Its IMO gold-level model DeepSeek Math V2 was released on Thanksgiving. $nb is benefiting greatly"  
[X Link](https://x.com/jwp626391/status/1994276158293331980)  2025-11-28T05:24Z [---] followers, [----] engagements


"@mvcinvesting Next is $clsknvda and amdhumainclsk"  
[X Link](https://x.com/jwp626391/status/1994277749025050838)  2025-11-28T05:30Z [---] followers, [--] engagements


"@TheKamaHsutra @Liathetrader Can you compare Bitf and clsk to see which one is better"  
[X Link](https://x.com/jwp626391/status/1994316858216829324)  2025-11-28T08:06Z [---] followers, [--] engagements


"@thexcapitalist $nbisavride is collaborating with Uber and will be launched by the end of the year"  
[X Link](https://x.com/jwp626391/status/1994330754898128924)  2025-11-28T09:01Z [---] followers, [---] engagements


"In response to the surging "desire for AI creation" among humans OpenAI and Google have simultaneously lowered the usage limits for free users of their video generation application Sora and image generation application Nano Banana Pro"  
[X Link](https://x.com/jwp626391/status/1994436253773955457)  2025-11-28T16:00Z [---] followers, [--] engagements


"@donaldjdean Amd and nvdahumainclsk"  
[X Link](https://x.com/jwp626391/status/1994446589977637045)  2025-11-28T16:41Z [---] followers, [---] engagements


"@sarfatti_IR It is significantly different from $crwv and $iren"  
[X Link](https://x.com/jwp626391/status/1994589740767875530)  2025-11-29T02:10Z [---] followers, [---] engagements


"@daniel_koss $NVDA and $Microsoft are nurturing the next Google"  
[X Link](https://x.com/jwp626391/status/1994621760101388789)  2025-11-29T04:17Z [---] followers, [---] engagements


"@babyfolio $nbis+$cifr is a perfect combination of Ai foundational chains seamlessly connecting from software to energy without any overlap or risk accumulation and capable of maximizing the value of each layer"  
[X Link](https://x.com/jwp626391/status/1994662427229921738)  2025-11-29T06:59Z [---] followers, [---] engagements


"@babyfolio Both NVDA and Google are helping them"  
[X Link](https://x.com/jwp626391/status/1994666588549910920)  2025-11-29T07:15Z [---] followers, [--] engagements


"@RHouseResearch You are right the operation rate of $nbis has reached 99.9%This is crucial"  
[X Link](https://x.com/jwp626391/status/1994935993020141611)  2025-11-30T01:06Z [---] followers, [---] engagements


"@TheKamaHsutra To be honest I really like your tweet By the way why don't you allocate some to CIFR and NBIS"  
[X Link](https://x.com/jwp626391/status/1994954320882930134)  2025-11-30T02:19Z [---] followers, [---] engagements


"@TheKamaHsutra Yesterday based on your advice I switched the CLSK I bought a few days ago to BITFthank you kama"  
[X Link](https://x.com/jwp626391/status/1994959487325852074)  2025-11-30T02:39Z [---] followers, [---] engagements


"@HyperTechInvest $nbis +$cifr is a perfect combination based on NVDA and Google"  
[X Link](https://x.com/jwp626391/status/1994973307805077581)  2025-11-30T03:34Z [---] followers, [---] engagements


"@samsolid57 When ClickHouse's ARR reaches $1.5billion the value held by $nbis will be equivalent to the current value of $nbis"  
[X Link](https://x.com/jwp626391/status/1995318991766888468)  2025-12-01T02:28Z [---] followers, [---] engagements


"@midascabal Financial leverage that is partly based on mining cash flow carries a relatively high risk but this has nothing to do with $nbis"  
[X Link](https://x.com/jwp626391/status/1995330992102633927)  2025-12-01T03:15Z [---] followers, [---] engagements


"@StockSavvyShay I understand that it has an impact on BTC miners Ai but why does it affect $nbis"  
[X Link](https://x.com/jwp626391/status/1995335992354762946)  2025-12-01T03:35Z [---] followers, [---] engagements


"@moninvestor Their D C is the only one that has published a white paper making it the most transparent in the market. It has been awarded as a model by NVDA with an operational rate of 99.8% and the highest MW value"  
[X Link](https://x.com/jwp626391/status/1995434124438573244)  2025-12-01T10:05Z [---] followers, [---] engagements


"@AlexfromBabylon The comment is objective. I believe that it should be included that $nbis achieves better MW value under extremely high operating rates"  
[X Link](https://x.com/jwp626391/status/1995474522951012714)  2025-12-01T12:46Z [---] followers, [---] engagements


"@genZinvest0r It is reasonable for $nbis not to disclose the number of GPUs as they have already disclosed the MW. $iren disclosed the number of GPUs because they reached a huge deal with Dell"  
[X Link](https://x.com/jwp626391/status/1995479387416768591)  2025-12-01T13:05Z [---] followers, [---] engagements


"@EndicottInvests Their core businesses are Aether Token Factory and Ai Studio. Transactions with Microsoft including ClickHouse and Avride are their second and third tier core businesses"  
[X Link](https://x.com/jwp626391/status/1995644743708279305)  2025-12-02T00:02Z [---] followers, [---] engagements


"@TheTechInvest Iren has already entered the mainstream of Wall Street"  
[X Link](https://x.com/jwp626391/status/1995645699707601032)  2025-12-02T00:06Z [---] followers, [---] engagements


"@HyperTechInvest $nbis is not a miner by profession and he has gained the trust of institutions. However he has already disclosed necessary data such as MW numbers and total amounts"  
[X Link](https://x.com/jwp626391/status/1995648640019562732)  2025-12-02T00:18Z [---] followers, [---] engagements


"@accounting_ds The setting of algorithmic trading is not yet intelligent"  
[X Link](https://x.com/jwp626391/status/1995653949496721457)  2025-12-02T00:39Z [---] followers, [--] engagements


"@Mindset4Money_X The growth rate of ClickHouse is astonishing"  
[X Link](https://x.com/jwp626391/status/1996402531774480402)  2025-12-04T02:13Z [---] followers, [---] engagements


"@daniel_koss $nbis achieves technological milestones to enable $nvda to compete with TPU and TrainiumNVIDIA once again releases a statement to "prove itself": GB200 NVL72 can enhance the performance of open-source AI models by up to [--] times"  
[X Link](https://x.com/jwp626391/status/1996614808834302098)  2025-12-04T16:17Z [---] followers, [---] engagements


"@StonkChris You have no understanding of $iren. For over four years it has been trading solely based on BTC value and only in the past six months has it been trading based on AI value. The market discovered its value very late. I have been following it for five years"  
[X Link](https://x.com/jwp626391/status/1996729320103182421)  2025-12-04T23:52Z [---] followers, [--] engagements


"@genZinvest0r [----] will be a big year for $nbis and ClickHouse Avride"  
[X Link](https://x.com/jwp626391/status/1996931548038467886)  2025-12-05T13:15Z [---] followers, [---] engagements


"@genZinvest0r You have a profound understanding of $nbis. Great"  
[X Link](https://x.com/jwp626391/status/1997963215838626238)  2025-12-08T09:35Z [---] followers, [---] engagements


"@genZinvest0r Sir do you think under the $nbis deal with Microsoft for 300MW will the IT load be 300MW or around 250MW (assuming a PUE of around 1.2)"  
[X Link](https://x.com/jwp626391/status/1997965641484279821)  2025-12-08T09:45Z [---] followers, [---] engagements


"@genZinvest0r Do you think the value of MW is related to GPU utilization rate or is it directly related to the number of tokens produced per unit time"  
[X Link](https://x.com/jwp626391/status/1997977089539281389)  2025-12-08T10:30Z [---] followers, [--] engagements


"@mvcinvesting Sell $ren twice at $66 and $44 respectively today added $nbis"  
[X Link](https://x.com/jwp626391/status/1999716173735436438)  2025-12-13T05:41Z [---] followers, [---] engagements


"@MB_Hogan Sold $ren twice at $66 and $44 respectively today added $nbis"  
[X Link](https://x.com/jwp626391/status/1999717790283104422)  2025-12-13T05:47Z [---] followers, [--] engagements


"@TheEUInvestor Clickhouse+GPU equals faster intelligence"  
[X Link](https://x.com/jwp626391/status/2000044080584364466)  2025-12-14T03:24Z [---] followers, [---] engagements


"@mvcinvesting Clickhouse+Gpu equals intelligence other+Gpu equals intellectual disability"  
[X Link](https://x.com/jwp626391/status/2000220111370961334)  2025-12-14T15:03Z [---] followers, [---] engagements


"@jiahanjimliu Goldman Sachs initiated coverage of $IREN with a Neutral and a $39 PT"  
[X Link](https://x.com/jwp626391/status/2001627760951988574)  2025-12-18T12:17Z [---] followers, [---] engagements


"@MB_Hogan $nbis At present the enterprise value is EV$19 billion and after deducting subsidiaries EV&14 billion corresponds to next year's revenue of $5 billion compared to $CoreWeave (CRWV. US) $EV43 billion corresponding to this year revenue of [--] billion"  
[X Link](https://x.com/jwp626391/status/2001654942533402866)  2025-12-18T14:05Z [---] followers, [---] engagements


"Except for two all of them are customers of clickhouse a subsidiary of nbis. 🚨JUST IN $NBIS The US Energy Dept has announced their list of [--] companies for the AI Genesis collaboration agreements Accenture $NVDA & $MSFT are on the list so we have a good shot at indirectly profiting ✅ With recent law passed to accelerate the approvals & several Data 🚨JUST IN $NBIS The US Energy Dept has announced their list of [--] companies for the AI Genesis collaboration agreements Accenture $NVDA & $MSFT are on the list so we have a good shot at indirectly profiting ✅ With recent law passed to accelerate"  
[X Link](https://x.com/jwp626391/status/2001928017057329355)  2025-12-19T08:10Z [---] followers, [---] engagements


"The running rate determines the value of IaaS with $nbis and $crwv both reaching 99.99% This is where the value lies. Citi resumed $CRWV with a Buy rating and a $135 vs $192 PT right after the OpenAI fundraising. Its still 100% upside despite bad earnings. Against that backdrop its not surprising that $WYFI has already started seeing meaningful upside after its deal. Analysts are now https://t.co/pjA1spbCWB Citi resumed $CRWV with a Buy rating and a $135 vs $192 PT right after the OpenAI fundraising. Its still 100% upside despite bad earnings. Against that backdrop its not surprising that"  
[X Link](https://x.com/jwp626391/status/2002213557258301461)  2025-12-20T03:04Z [---] followers, [---] engagements


"Joining the 'national team' clearly limits the expansion of unfavorable factors while significantly raising the lower limit. $CRWV Chart Update Beautiful bounce couple days. That RSI divergence was a big tell. But now I think there is momentum to ride this to 1st PT and a retest of the prior high around $90-$91. That will likely be where the 50dma will be too. Then from there we can discuss 2nd and https://t.co/BtGd3xbt6v $CRWV Chart Update Beautiful bounce couple days. That RSI divergence was a big tell. But now I think there is momentum to ride this to 1st PT and a retest of the prior high"  
[X Link](https://x.com/jwp626391/status/2002961724966859197)  2025-12-22T04:37Z [---] followers, [--] engagements


"@Zac_Markovich Joining the 'national team' clearly limits the expansion of unfavorable factors while significantly raising the lower limit"  
[X Link](https://x.com/jwp626391/status/2002962650716836217)  2025-12-22T04:41Z [---] followers, [--] engagements


"@RHouseResearch $iren and $crwv will enter a period of rapid revenue growth starting from the first quarter of next year based on Gb200/300which is significantly different from other mining stocks such as IREN Ltd (IREN. US) and Cipher Mining (CIFR. US) entering a high investment period"  
[X Link](https://x.com/jwp626391/status/2002964760804172104)  2025-12-22T04:49Z [---] followers, [--] engagements


"@AwareWealth $iren and $crwv will enter a period of rapid revenue growth starting from the first quarter of next year based on Gb200/300which is significantly different from other mining stocks such as IREN Ltd (IREN. US) and Cipher Mining (CIFR. US) entering a high investment period"  
[X Link](https://x.com/jwp626391/status/2002965419615760662)  2025-12-22T04:52Z [---] followers, [--] engagements


"@AwareWealth $nbis and $crwv will enter a period of rapid revenue growth starting from the first quarter of next year based on Gb200/300 which is significantly different from other mining stocks such as IREN Ltd (IREN. US) and Cipher Mining (CIFR. US) entering a high investment period"  
[X Link](https://x.com/jwp626391/status/2002970209905266891)  2025-12-22T05:11Z [---] followers, [---] engagements


"@edge_of_power @danroberts0101 NEBIUS and CoreWeave will enter a period of rapid revenue growth starting from the first quarter of next year based on Gb200/300 which is significantly different from other mining stock entering a high investment period"  
[X Link](https://x.com/jwp626391/status/2002976377172345228)  2025-12-22T05:35Z [---] followers, [---] engagements


"It is very important that the growth of $nbis and $crwv significantly exceeds the market next year and the year after. The GPU as a service market is projected to rise more than 8X over the next decade from $30 billion in [----] to $251 billion by [----]. $NVDA $CRWV $NBIS $IREN https://t.co/VtxvWyyYaq The GPU as a service market is projected to rise more than 8X over the next decade from $30 billion in [----] to $251 billion by [----]. $NVDA $CRWV $NBIS $IREN https://t.co/VtxvWyyYaq"  
[X Link](https://x.com/jwp626391/status/2003261076813885636)  2025-12-23T00:27Z [---] followers, [---] engagements


"@HyperTechInvest $nbis has three growth curves one is Thther [---] and Token factory the other is IaaS traded with Meg [--] and the third is the famous clickhouse Avride and Tokola"  
[X Link](https://x.com/jwp626391/status/2003300119672680866)  2025-12-23T03:02Z [---] followers, [---] engagements


"$nbis has three growth curves one is Thther [---] and Token factory the other is IaaS traded with Meg [--] and the third is the famous clickhouse Avride and Tokola. One stock Ill continue to pound the table on is $NBIS. My [----] price target is $220/share. https://t.co/VO6Fu0JKnO One stock Ill continue to pound the table on is $NBIS. My [----] price target is $220/share. https://t.co/VO6Fu0JKnO"  
[X Link](https://x.com/jwp626391/status/2003300217924497867)  2025-12-23T03:02Z [---] followers, [---] engagements


"@HyperAICapital On September 6th Ar-k-a-d'iy Vo-l-ozh announced its plan to sell stocks later reached a deal with Microsoft on September 9th"  
[X Link](https://x.com/jwp626391/status/2005905882056434095)  2025-12-30T07:36Z [---] followers, [--] engagements


"@TheRayMyers Dont forget it has clickhouse avride tokola triple ten"  
[X Link](https://x.com/jwp626391/status/2006193326446284912)  2025-12-31T02:38Z [---] followers, [---] engagements


"@demian_ai Clickhouse"  
[X Link](https://x.com/jwp626391/status/2010709058571935810)  2026-01-12T13:42Z [---] followers, [--] engagements


"@RealJGBanks $clsk"  
[X Link](https://x.com/jwp626391/status/2012725915747316217)  2026-01-18T03:17Z [---] followers, [---] engagements


"@genZinvest0r It's good news logically it should be approved. So is the NJ data center going smoothly Gen"  
[X Link](https://x.com/jwp626391/status/2013889749841478127)  2026-01-21T08:21Z [---] followers, [---] engagements


"@jiahanjimliu @danroberts0101 Can $IREN be the DC arm of Anthropic but you Imagined AWS and tsla some days ago"  
[X Link](https://x.com/jwp626391/status/2020408320893522262)  2026-02-08T08:04Z [---] followers, [--] engagements


"@King_James_Kim $apld"  
[X Link](https://x.com/jwp626391/status/2020441507812303354)  2026-02-08T10:16Z [---] followers, [--] engagements


"@jiahanjimliu @anandragn Electricity was turned on in April but despite extreme power shortages there were no transactions. What does $iren want to do"  
[X Link](https://x.com/jwp626391/status/2021472142043512913)  2026-02-11T06:31Z [---] followers, [---] engagements


"@CYinvest Good article recommendation"  
[X Link](https://x.com/jwp626391/status/2021843775820370421)  2026-02-12T07:08Z [---] followers, [--] engagements


"@HyperAICapital Company financial model: 60% advance payment and operating cash flow with GPU asset collateral value of half and loan amount of 40%. 100% support for the total investment amount. No need to dilute"  
[X Link](https://x.com/jwp626391/status/2022202333179023497)  2026-02-13T06:53Z [---] followers, [--] engagements


"@AlvaroMysterio Company financial model: 60% advance payment and operating cash flow with GPU asset collateral value of half and loan amount of 40%. 100% support for the total investment amount. No need to dilute"  
[X Link](https://x.com/jwp626391/status/2022202761551786434)  2026-02-13T06:54Z [---] followers, [--] engagements


"@aleabitoreddit Clickhouse has a leverage effect on the continuous expansion of $nbis"  
[X Link](https://x.com/jwp626391/status/2021081940670251252)  2026-02-10T04:40Z [---] followers, [---] engagements


"@EndicottInvests 80% of the cost of data centers is GPU. Half of the low collateral loan is 40%. The other 60% is supported by prepaid and operating cash flow. The company is very stable"  
[X Link](https://x.com/jwp626391/status/2022177216168419536)  2026-02-13T05:13Z [---] followers, [--] engagements


"@mvcinvesting Another 'clickhouse' has arrived"  
[X Link](https://x.com/jwp626391/status/2021555770559746528)  2026-02-11T12:03Z [---] followers, [---] engagements


"@FransBakker9812 @genZinvest0r Why does $nbis only need to mortgage 50% of the GPU value to complete all DC investments while $ren needs to mortgage 66%of the GPU value to only pay the GPU"  
[X Link](https://x.com/jwp626391/status/2022350644825460847)  2026-02-13T16:42Z [---] followers, [---] engagements

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