Author
@jiahanjimliu jiahanjimliu
grade Ax.com/jiahanjimliu ↗
Deep AI-infrastructure specialist reasoning from compute, power, and stack economics
Publishes original, mechanistic fundamental theses on AI dat
trader score
-2.54
hit rate
30%
mean α
-1.58%
signals 14d
63
Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY.
Their picks, scored
Across their last 20 scored bets: 30% hit rate, -1.58% mean alpha, trader score -2.54. Their last-14d mentions, direction-adjusted, have moved -9.8% since posting (mean over 47 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | IREN | @jiahanjimliu | -0.10 | Reports required recabling and revised delivery timing for IREN's Microsoft AI infrastructure clusters. | -7.7% | tweet ↗ |
| 2026-10-16 | MSFT | @jiahanjimliu | -0.05 | Reports required recabling and revised delivery timing for IREN's Microsoft AI infrastructure clusters. | -0.9% | tweet ↗ |
| 2026-10-15 | · | @jiahanjimliu | · | Reiterates that open-source inference has no customer lock-in and cites agreement from a Ramp observer. | · | tweet ↗ |
| 2026-10-14 | NBIS | @jiahanjimliu | -0.15 | Argues IREN's ERCOT power exposure gives it a major long-term operating-cost advantage over PJM-based sites. | -14.7% | tweet ↗ |
| 2026-10-14 | IREN | @jiahanjimliu | +0.65 | Argues IREN's ERCOT power exposure gives it a major long-term operating-cost advantage over PJM-based sites. | -18.5% | tweet ↗ |
| 2026-10-14 | · | @jiahanjimliu | · | Forecasts inflation, tightening, stimulus and liquidity growth that favor assets over cash in the long run. | · | tweet ↗ |
| 2026-10-14 | MU | @jiahanjimliu | +0.15 | Frames rate pressure as an AI-wide liquidity issue but argues healthy neoclouds such as IREN benefit long term. | -4.0% | tweet ↗ |
| 2026-10-14 | SNDK | @jiahanjimliu | +0.15 | Frames rate pressure as an AI-wide liquidity issue but argues healthy neoclouds such as IREN benefit long term. | -11.8% | tweet ↗ |
| 2026-10-14 | AMD | @jiahanjimliu | +0.15 | Frames rate pressure as an AI-wide liquidity issue but argues healthy neoclouds such as IREN benefit long term. | -9.5% | tweet ↗ |
| 2026-10-14 | AVGO | @jiahanjimliu | +0.15 | Frames rate pressure as an AI-wide liquidity issue but argues healthy neoclouds such as IREN benefit long term. | -7.1% | tweet ↗ |
| 2026-10-14 | IREN | @jiahanjimliu | +0.65 | Frames rate pressure as an AI-wide liquidity issue but argues healthy neoclouds such as IREN benefit long term. | -18.5% | tweet ↗ |
| 2026-10-14 | CRWV | @jiahanjimliu | -0.70 | Frames rate pressure as an AI-wide liquidity issue but argues healthy neoclouds such as IREN benefit long term. | -17.6% | tweet ↗ |
| 2026-10-13 | IREN | @jiahanjimliu | +0.65 | Argues Nvidia's open-source stack will extend its moat and benefit IREN inference deployments. | -28.4% | tweet ↗ |
| 2026-10-13 | NVDA | @jiahanjimliu | +0.70 | Argues Nvidia's open-source stack will extend its moat and benefit IREN inference deployments. | -7.7% | tweet ↗ |
| 2026-10-13 | NBIS | @jiahanjimliu | +0.00 | Reports Mirantis integration of Nvidia Run:ai and says IREN is catching peers quickly. | -23.3% | tweet ↗ |
Grade is our human read-worthiness rating; trader score is a rolling 20-bet hit-rate/alpha composite — different things, often disagreeing. “Since then” is direction-unaware in the table; the summary line above adjusts for which way they leaned.