Jace Kohlmeier @derandomized
Entrepreneur, data scientist, investor, and family man. // Former data science at Khan Academy, co-founder at Teza Technologies, Citadel HFT. derandomized.com Palo Alto, CA Joined March 2012-
Tweets757
-
Followers2K
-
Following1K
-
Likes2K
A few thoughts on $IREN, valuation methods, and how to be a prudent bull. Personally I loved the exchange(s) the past few days between @RealJimChanos and @TheKamaHsutra (see below). Great to see two investing legends going at it.😀 Lots of folks think they can just dunk on Jim…
5
6
68
8K
38
I just got off a phone call. That's it, that's the tweet.
Jace Kohlmeier retweeted
i mean. cmon.
This is not your father's SPX
This is not your father's SPX https://t.co/VR2bKXIYW8
Jace Kohlmeier retweeted
@TheKamaHsutra You nailed the crux of the debate. Yes, MW scarcity is the headline constraint today, but markets evolve, and scarcity premiums rarely persist forever. What creates enduring value is structural advantage, and $IREN vertical integration (owning land, power, and building DCs at…
Jace Kohlmeier retweeted
A rare personal note. My dear friend Ivo (the dad) has a rare genetic liver disease (PSC) and has, after concerted persuasion from those of us who love him dearly, finally consented to a public appeal for a living donor. Liver donation is quite miraculous in that one can give…
Jace Kohlmeier retweeted
We got this fixed. Account recovery complete!
We got this fixed. Account recovery complete!
Jace Kohlmeier retweeted
$EOSE YOU CANNOT WATCH THIS AND NOT BE BULLISH
Jace Kohlmeier retweeted
How politics should not be. A random person on the left with almost no followers posts something extreme and vile. Elon treats this nobody as representative of the left, amplifies them, and uses it to advocate for civil war, Insanely irresponsible.
Yes. My daughter taught me this.
Jace Kohlmeier retweeted
I am against violence. I am against celebrating violence. I’m praying for peace. I’m praying for healing. I’m praying for the family, especially the children. I know what they’re going through. I’ve been through it. I’m deeply scared for this country. The way some people are…
Jace Kohlmeier retweeted
Hock Tan splits AI into just two $100B+ markets: 1) Foundation model labs 2) Everyone else $AVGO Broadcom is betting on #1 only. Tan gives a nice explanation of why merchant GPUs are great for #2
Jace Kohlmeier retweeted
[Warning: Non-real estate post] At this truly awful moment, would ask everyone to keep in mind that our adversaries are actively working, here and on other social media platforms, to further inflame the political divisions in our society. You *definitely* should not assume that…
Jace Kohlmeier retweeted
Whatever your political viewpoint, the sickening assassination of Charlie Kirk at a public event on a college campus is an unspeakable tragedy for his family but also for our country. Unless we turn back, the escalation of political violence is a plague that will consume us.
Jace Kohlmeier retweeted
Have you thought about this?
Jace Kohlmeier retweeted
Imagine the world if Red Bull's permitting team got housing built in SF.
Imagine the world if Red Bull's permitting team got housing built in SF.
Jace Kohlmeier retweeted
Warren Buffett on his typical day: “We have no meetings, we have no committees, and we have no slide presentations…”
Jace Kohlmeier retweeted
A good way of understanding the inductive bias of neural nets is to train an MLP to regress to the sin(x) function. Below is training on 10K points in [-20, 20], predicting over [-30, 30] after 10 and 100 epochs of training. The implications shown here are surprisingly general.
Jace Kohlmeier retweeted
.@CJHandmer on how to feed the AIs. 0:00:00 – Why doesn’t China win by default 0:08:28 – Why hyperscalers choose natural gas over solar 0:18:01 – Solar's astonishing learning rates 0:27:02 – How to build 50,000 acre solar-powered data centers 0:40:24 – Environmental regulations…
Jace Kohlmeier retweeted
Death spiral. Increase spending, raise taxes, high taxpayers leave, deficit grows, try to tax more. Amplify problem.
Charlie Marsh @charliermarsh
28K Followers 827 Following Building @astral_sh: Ruff, uv, and other high-performance Python tools. Prev: Staff engineer @SpringDiscovery, @KhanAcademy, BSE @PrincetonCS.
Ben Kamens @kamens
6K Followers 2K Following Builder of useful tech. Origins: Spring Science, Khan Academy, Fog Creek
Jason Jacobs @jjacobs22
19K Followers 10K Following Building a new kind of athlete development company from the ground up, starting with hockey.
Pete Skomoroch @peteskomoroch
51K Followers 8K Following Investor and AI startup founder. Focus: AI, LLMs, LifeOps, AI Product Management. Was founder @SkipFlag. EIR @Accel. Data Science & ML @LinkedIn, @AOL & @MIT
Connor @connormbraun
25 Followers 137 Following
DNV999 @DNV99999
747 Followers 654 Following
Holistic Harry @HarryHolistic
143 Followers 474 Following
Robin Kret @Robinkret
172 Followers 302 Following
Lazarus Capital @Lazarus_Capital
722 Followers 431 Following My portfolio is just like Lazarus, dead. Only Jesus can save it and He has saved it. $DEFT $WYFI
Omid Alipoor @OmidAlipoor_
5K Followers 1K Following Flipping houses, exploring business, building a real estate portfolio
AMO @AMObytheriver
61 Followers 1K Following
OrSho @OrShoham
223 Followers 6K Following
Dale Ogden @dalerogden
166 Followers 355 Following Ex professional tennis player playing mostly in Europe. Then coached and trained juniors in Geneva Switzerland. Now back in Texas. IREN, TSLA
tom ryan @7rockie777
126 Followers 647 Following
David Moffat @davidcmoffat
2K Followers 5K Following AI, games, emotion. #ai #SeriousGames #BLM to me. Here on a zombie safari. Cool takes. Happy thinker.
Mark Hill @markhill216
74 Followers 413 Following
Maarten 🇪🇺 @MaartenDik
2K Followers 2K Following 🇳🇱🇺🇸🇪🇸🇵🇹 Mostly stocks, Bitcoin and the broader economy. On the weekends occasionally Formula 1.
Matt Albright @mattalbright
7 Followers 18 Following
Ted Lu @TedLuOfficial
102 Followers 763 Following Founder & CIO-Private Wealth @ Blackfield. Previous: PE @OneCarlyle, credit @ Atalaya, hedge fund PM @ AllianceBernstein, co-founder @ Cogent (NASDAQ: CCOI)
Jonas Fong @d1bdub
24 Followers 133 Following
Darrow @drkgop
103 Followers 1K Following
PJM @PJM14
38 Followers 223 Following
Scludweed @scludweed
1K Followers 1K Following Badda Bing Badda Boo - $IREN $BITF $MSTR $CIFR Med Device OG - AI Infrastructure - Crypto - Dad
PK @PKeavo
26 Followers 603 Following
1010Colbb @ColBB101
26 Followers 2K Following
Colin Frankenfield @_CMFrankenfield
75 Followers 282 Following
AllinSlim @Hodlon41moreday
525 Followers 2K Following Pork bellies…I knew it $BTC and $LINK refreshing Zingers
St Johns Bear @stjohnsbear1
296 Followers 730 Following Demon Deacon, Class of 75. Libertarian, Sick of Politicians (Liars and Cheats).
s p @chankanaku
265 Followers 1K Following
Jari Seppinen @JariSeppinen
10 Followers 58 Following
A. Lopez @aruiesreal
905 Followers 2K Following
Cahit M. @CahitM_Borsa
216 Followers 0 Following
taktik @taktik100x
47 Followers 750 Following ✧small caps and #bitcoin since 2017 ✧cybersecurity/ai/depin/compute research
The Apprentice @alexandcole
374 Followers 2K Following JP Morgan 25/09/26 you will not get my $IREN shares for cheap, My big break to $OPEN 25/09/11. I follow back.
Adingotha @Adingotha1
180 Followers 854 Following
Bonanza Research @bonanza2025
155 Followers 344 Following Market speculator. This is my land. And you know it's rich with gold. Goooolllldddddd
HK @CompoundingX
461 Followers 575 Following Chronicling my wealth-building path || posting monthly updates on my portfolio breakdown! Early $HIMS and $IREN investor
TheHudMan @thehudman21
99 Followers 479 Following
Pepe Maltese @pepe_maltese
1K Followers 134 Following Ex-trading desk at tradfi Bank. Head of Macro at Harry Bōlz LLC Writting speculations on free time
Andrej Karpathy @karpathy
1.4M Followers 1K Following Building @EurekaLabsAI. Previously Director of AI @ Tesla, founding team @ OpenAI, CS231n/PhD @ Stanford. I like to train large deep neural nets.
Charlie Marsh @charliermarsh
28K Followers 827 Following Building @astral_sh: Ruff, uv, and other high-performance Python tools. Prev: Staff engineer @SpringDiscovery, @KhanAcademy, BSE @PrincetonCS.
George Hotz 🌑 @realGeorgeHotz
300K Followers 204 Following President @comma_ai. Founder @__tinygrad__
Garry Tan @garrytan
609K Followers 5K Following President & CEO @ycombinator —Founder @Initialized—designer/engineer who helps founders—San Francisco Dem accelerating the boom loop—e/acc—technology brother
François Chollet @fchollet
576K Followers 818 Following Co-founder @ndea. Co-founder @arcprize. Creator of Keras and ARC-AGI. Author of 'Deep Learning with Python'.
delian @zebulgar
225K Followers 909 Following space drugs and arms @vardaspace | village idiot/partner @foundersfund
Andy Matuschak @andy_matuschak
60K Followers 2K Following More wonder, more insight, more expression, more joy! Independent researcher; currently exploring tools that augment human memory and attention.
Jason Crawford @jasoncrawford
40K Followers 3K Following Founder, @rootsofprogress. Working to build the progress community and movement. On book-writing sabbatical, trying not to check Twitter including DMs
Tim Latimer @TimMLatimer
26K Followers 2K Following all about the clean energy transition. developing next gen geothermal 🌋⚡️ as CEO at @FervoEnergy. Fellow: @activatefellows, @Energy_Leaders. Texan.
Ben Kamens @kamens
6K Followers 2K Following Builder of useful tech. Origins: Spring Science, Khan Academy, Fog Creek
Judy Savitskaya @heyjudka
8K Followers 2K Following Climatetech @ Frontier via BioE PhD, @a16z investor, founder. Tweets on 🏔️ climate, 🧬 syn bio, 💊 therapeutics, 👩💻 comp bio, 🌱 agriculture, 🚀 startups
Eli Dourado @elidourado
43K Followers 475 Following Creatively deploying capital to accelerate rad technologies at @AsteraInstitute. 🚀 tfp/acc
Simon Mahan @SimonMahan
20K Followers 7K Following
Jason Jacobs @jjacobs22
19K Followers 10K Following Building a new kind of athlete development company from the ground up, starting with hockey.
nvo @nickvanosdol
8K Followers 997 Following energy tech enthusiast • short fiction enjoyooor • shooter of rinky dink film photos • sub for b2b sustainability musings here ⤵️ • ˚₊‧ ☾ ｡⋆ ꒰ა♥︎໒꒱ ⋆｡
Jim Fan @DrJimFan
327K Followers 3K Following NVIDIA Director of Robotics & Distinguished Scientist. Co-Lead of GEAR lab. Solving Physical AGI, one motor at a time. Stanford Ph.D. OpenAI's 1st intern.
Pete Skomoroch @peteskomoroch
51K Followers 8K Following Investor and AI startup founder. Focus: AI, LLMs, LifeOps, AI Product Management. Was founder @SkipFlag. EIR @Accel. Data Science & ML @LinkedIn, @AOL & @MIT
Rohan Pandey @khoomeik
40K Followers 2K Following descending cross-entropy to ascend entropy @PeriodicLabs || prev research @OpenAI @CarnegieMellon '23
Ekin Dogus Cubuk @ekindogus
6K Followers 434 Following Co-Founder of @periodiclabs Past: Lead of materials science and chemistry at @GoogleDeepMind; Google Brain
William Fedus @LiamFedus
29K Followers 1K Following Co-Founder of @periodiclabs Past: VP of Post-Training @OpenAI; Google Brain
Super Dario @inductionheads
5K Followers 4K Following autoregression is the secret sauce. agentic learning is the endgame
The God Particle @_Sgr_A_Star
1K Followers 122 Following Founder of The Power Players ($IREN) Member of The Farmacy ($BITF) Vocals on the BKKTstreet Boys ($BKKT) Pronouns: Hims & Hers Part-time troll.
Pepe Maltese @pepe_maltese
1K Followers 134 Following Ex-trading desk at tradfi Bank. Head of Macro at Harry Bōlz LLC Writting speculations on free time
James Chanos @RealJimChanos
44K Followers 406 Following
SixSigmaCapital @SixSigmaCapital
25K Followers 555 Following Market Participant | Emergency Physician I post live portfolio updates and write about actionable ideas at https://t.co/Si0GDI7nRR
ᴄᴀsᴇʏ ᴏʟs�... @caseylolsen
1K Followers 513 Following Ex-golfer. Gold. Commodities. Global Macro. Mining. AI/ML. David Deutsch fan. Join my book club for recommendations👇 All posts are authentic🎗️🇺🇸
Jason L. @JasonL_Capital
2K Followers 442 Following Long Term Investor | Options Seller | Airbnb Operator | Jiu Jitsu Hobbyist *Nothing I post is to be taken as financial advice
Soluna @SolunaHoldings
4K Followers 274 Following Soluna is the leading developer of green data centers for Bitcoin mining and AI, powered by wasted renewable energy. (NASDAQ: SLNH)
🔋 Deebo 🔋 @temu143
1K Followers 788 Following Running the family office. 20+ years exp. in Analyst, PM and Trader positions. Target investments with disruptive technologies and outsized growth potential.
CJ @doncarlos2025DC
311 Followers 203 Following Strategic, results-driven executive with over 13 years of progressive leadership in data center and commercial real estate investment management.
Akshay Naheta @Akshay_Naheta
6K Followers 274 Following Entrepreneur & Investor | CEO @Bakkt ($BKKT) – scaling regulated financial infrastructure in the U.S. and globally. Personal opinions only.
Dustin Tran @dustinvtran
54K Followers 695 Following I work on reasoning & posttraining at xAI. ex-google
DVB @DeepValueBagger
28K Followers 477 Following $8M NW | fatFIRE | Peter Lynch 2.0. Long term investor 90%, trade 10%, chasing deep value baggers. Short fiat, long btc. e/acc
Jurrien Timmer @TimmerFidelity
204K Followers 1K Following Dir. of Global Macro @Fidelity. Student of history, chart maker, cyclist, cook. Helping investors break thru the clutter. Views are mine. https://t.co/9Pn7wGwMzp
Kit @kit_sats
6K Followers 565 Following God first ✞ | Founder @GoldenTallow | ₿itcoin fixes broken money | Not that deep: tweets ≠ my life always| Viral.Relatable.Jokes.Memes |
Matt Scott @mattscottcap
993 Followers 547 Following MSc in Finance 🎓 Long/Short 📈📉 Investor/Options Trader for 8+ years
Kristjan Kullamägi �... @Qullamaggie
146K Followers 68 Following Trading the U.S. markets from Sweden since 2011. Happy to help! PLEASE READ THIS FIRST: https://t.co/q1FUEqm3V2 Streaming daily at https://t.co/DLc7R7i8ri
Markos @MVanbrunsc47513
2K Followers 38 Following 💻 Tech Investor (8+ years) 🏦 Co-founder Asset Alliance Investment Group | High-conviction opportunities | Innovation & value with rigor + insight
Ellis Wyatt @Wyatts_Torch
1K Followers 2K Following Father/husband/objectivist/tinkerer/investor, fisherman. Tweets not fin'l advice.
Ȏ̶͖̽̌̾̈̄̍̀�... @OakenshieldVGX
5K Followers 6K Following God & Family | SVP @ SP500 materials co. | Chem Eng undergrad | @Penn Wharton MBA | Major $IREN shareholder | #BTC is the way | Go Birds 🦅
Jeffrey Ye @jeffye888
3K Followers 221 Following https://t.co/mxeuZOy9pr - the best publicly-available $OPEN research | https://t.co/WxM87LwcOP | Harvard College - Class of 2010
Anand @anandragn
26K Followers 184 Following AI Engineering @ work | Stocks & Crypto | Fundamental & Technical based actionable swing/position trade ideas | No service/discord | NFA/DYOR
🔋Eos Slice🔋 @primedcapital
639 Followers 816 Following Civil Engineer in a Software Engineers world 🌎 | HUMAN | $EOSE $IREN $AMZN $PYPL |
Sun Liao @sunxliao
43K Followers 495 Following Trader 10+ Years. 24/7 Stock & Crypto Opinions! Not Financial Advice. Get My Indicator Suite: https://t.co/EhtZ5UZ4F4
Seán Ono Lennon @seanonolennon
377K Followers 6K Following Chimera Music, the GOASTT, CLDelirium, ‘Mega Nepo Baby’, https://t.co/FDHsWBv4Cv
Dan Niles @DanielTNiles
112K Followers 46 Following Founder of Niles Investment Management, Tech Nerd, Bad Tennis Player, Proud Dad. Posts are for information purposes only & never investment advice.
Founder With ADHD @founderwithadhd
9K Followers 26 Following Founder (2x exits). Forbes list maker. Operator. Overthinker. This is where the unfiltered thoughts go. (Mind Dump)
Robert Scoble @Scobleizer
543K Followers 24K Following The best from ML/AI community | Ex-Microsoft, Rackspace, Fast Company | Wrote eight books about the future | Silicon Valley robots, holodecks, BCIs, & startups.
₿en Gagnon AKA Hash... @hashoveride
10K Followers 190 Following Ben Gagnon (黄比特) Chief Executive Officer at Bitfarms Opinions are my own
Daniel Koss @daniel_koss
7K Followers 381 Following Founder & CIO @ Koss Capital | $NBIS bull Investing in AI & Tech Infra | Sharing wins & fails openly
Late Stage Capitalism @GlobalCollapse
4K Followers 634 Following Physician. Dad. 30 year investor, options trader. Sept 2025 Top 5 positions: 1. IREN 2. ZMDTF 3. APP 4. CIFR 5. GKPRF Honorable Mention: ETHU, TSSI, NYWKF
Jim Liu @jiahanjimliu
5K Followers 204 Following Software Engineer. Believe BTC is a better ponzi than fiat. Portfolio (9/9/25): 88% IREN, 12% TSLA, 0.02% ONDS, 0.028% TEM. Not Financial Advice.
George Noble @gnoble79
68K Followers 3K Following Fidelity Overseas Fund, Was #1 mutual fund in USA. Former Peter Lynch assistant. Founder of two $1b+ hedge funds. Barron’s Round Table. NOPE was bad.
Cestrian Capital Rese... @CestrianInc
7K Followers 190 Following Learn To Make Money, The Big Money Way.
Mark Eidem CMT, CFA @MarkEidemTrader
3K Followers 1K Following CMT, CFA, West Point Grad. Trader. Win by not losing - too much. #DoTheWork 2025 USIC Competitor
Ryan Detrick, CMT @RyanDetrick
195K Followers 1K Following Chief Market Strategist at @CarsonGroupLLC 🔎 for the perfect BBQ and host to the Facts vs Feelings podcast Manage more than $5 billion for clients
The Inner Circle Trad... @epictrades1
46K Followers 4K Following Fund manager / Traders of US equity and options . Mentors with t3live Tweets are informational and not investment advice. https://t.co/hGIBzcWdJL
Erik Brynjolfsson @erikbryn
211K Followers 5K Following Director @DigEconLab Co-founder, @Workhelix @StanfordHAI @SIEPR @Stanford https://t.co/D2bPyxoFEf
Future Proof @FutureProof_HQ
6K Followers 474 Following Step Into a New Era of Wealth & Investment Management with Future Proof Festival and Future Proof Citywide.
Andrew Reed @andrew__reed
58K Followers 430 Following Partner @Sequoia Robinhood, Figma, Klarna, Strava, Bolt, Vanta, Odoo, Chainguard, Phantom, Harmonic, Peregrine, Sourcegraph, Zapier, GitHub, Eleven, Warp, MUBI.
The Architect @astocks92
28K Followers 63 Following | enjoy analyzing data | GAMMA , delta, vanna charm analysis | Not Financial Advice | Thank you for your support~ NEVER CHART AGAIN :). 📈 👑Trends for United States
480 B posts
34,6 B posts
45,7 B posts
91,9 B posts
7.765 posts
3.727 posts
39,5 B posts
1.512 posts
2.823 posts
27,8 B posts
2.505 posts
6.682 posts
77,3 B posts
60,5 B posts
103 B posts
4.052 posts
18,6 B posts
38,7 B posts
7.387 posts
You might like
Jamie Wong
@jlfwong
5K Followers
Alexander Chen
@alexanderchen
13K Followers
PJayDub504
@Pjaydub504
2K Followers
Erin LeDell - ledell....
@ledell
10K Followers
Shantanu Sinha
@ShantanuKSinha
3K Followers
Ben Komalo
@benkomalo
1K Followers
Murali Joshi
@12muralij
629 Followers
John Foreman
@John4man
12K Followers
Naren Ramakrishnan
@profnaren
1K Followers
Ben Kamens
@kamens
6K Followers