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@Aktiehedonist Avatar @Aktiehedonist JP Hunting Generational Wealth

JP Hunting Generational Wealth posts on X about $nbis, $mda, $iren, infrastructure the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.

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Mentions: XX #

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Followers: XXXXX #

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Social category influence stocks cryptocurrencies technology brands finance automotive brands luxury brands social networks

Social topic influence $nbis #115, $mda #2, $iren #291, infrastructure #1474, $nvda #1138, $vrt #24, $rklb #135, $ter #13, $googl, $amd #249

Top assets mentioned Nebius Group N.V. Class A Ordinary Shares (NBIS) Moeda Loyalty Points (MDA) IREN Limited (IREN) NVIDIA Corp. (NVDA) Vertiv Holdings Co (VRT) Rocket Lab USA, Inc. Common Stock (RKLB) Teradyne, Inc. (TER) Alphabet Inc Class A (GOOGL) Advanced Micro Devices (AMD) Micron Technology, Inc. (MU) Amazon.com, Inc. (AMZN) Tesla, Inc. (TSLA) Cipher Mining Inc. Common Stock (CIFR) Bitcoin (BTC) Applied Materials, Inc. (AMAT) IonQ, Inc. (IONQ) Muhdo Hub (DNA) Bentley Systems, Inc. (BSY) Trimble Inc (TRMB) AST SpaceMobile, Inc. Class A Common Stock (ASTS) Verizon Communications Inc. (VZ) Oracle Corporation (ORCL) Electroneum (ETN) PayPal Holdings Inc (PYPL) Broadcom, Inc. (AVGO) Bitfarms Ltd. (BITF)

Top Social Posts #

Top posts by engagements in the last XX hours

"@KobeissiLetter Every prior 4th-year bull market had one thing in common: disbelief. Even now investors question sustainability despite record AI infrastructure spending. Maybe thats exactly why the market still has fuel left"
X Link @Aktiehedonist 2025-10-15T06:23Z 1352 followers, XXX engagements

"Good day today to add some to $NBIS and I also bought some Teradyne $TER"
X Link @Aktiehedonist 2025-10-07T18:38Z 1340 followers, XXX engagements

"Add $NBIS Cloud infra scarcity + ClickHouse exposure and the sum-of-the-parts starts to exceed $NBIS current EV"
X Link @Aktiehedonist 2025-10-13T15:37Z 1349 followers, XXX engagements

"My price targets at this very moment. $NVDA $AMZN $GOOGL $AMD $TSLA $ASML $VRT $MU $TER $MDA $IREN $NBIS $RKLB Gone through them all today again. People will probably find them on the conservative side but things change so quickly now that these are very much up for change on a weekly/monthly basis. Theme of portfolio is as always AI DataCentre Space and Robots. Which stock do you agree / disagree the most with"
X Link @Aktiehedonist 2025-10-11T20:22Z 1341 followers, XXX engagements

"Not even 24hrs after posting this on $MDA and stock moves over 7%. I am moving stocks now when I post. jk ofc. Not at a full position yet so not really thrilled about it but nothing has changed in my view. I will continue to add"
X Link @Aktiehedonist 2025-10-08T18:19Z 1347 followers, XXX engagements

"@StockSavvyShay @FuturumEquities Long $IREN and $NBIS Im staying out of $CIFR for now too much uncertainty on balance-sheet durability tenant mix and long-term economics of renting racks vs. owning scarce contracted MW"
X Link @Aktiehedonist 2025-10-13T15:49Z 1352 followers, 1672 engagements

"Why I own both $MDA and $RKLB. One expands access to orbit and mission cadence; the other scales payloads and platforms that fill those flights. If the space cycle continues to favor more satellites launched more often with more software-defined flexibility holding both is a coherent way to ride the same macro with complementary drivers and uncorrelated execution risks. I want around 15-20% of my portfolio going into Space theme and I feel both companies will return very well for me"
X Link @Aktiehedonist 2025-10-12T14:27Z 1349 followers, XXX engagements

"@NeuralCadence Please elaborate on ClickHouse. $NBIS controls about XX% of ClickHouse so it's of interest for quite a few people out there 🫡"
X Link @Aktiehedonist 2025-10-05T10:00Z 1348 followers, XXX engagements

"$NIBS I am accumulating shares during pullbacks and will then wait for the upcoming earnings reports before making another move. It appears $NBIS is concentrating on fundamental business development and keeping a low profile instead of engaging in loud extensive marketing"
X Link @Aktiehedonist 2025-10-08T10:40Z 1349 followers, XXX engagements

"Very low interest in this. But bet I can make more people get their eyes open very soon $MDA"
X Link @Aktiehedonist 2025-10-06T06:37Z 1348 followers, XXX engagements

"I am long Bitcoin but will never touch other coins. This is one reason why"
X Link @Aktiehedonist 2025-10-11T16:30Z 1340 followers, XXX engagements

"@StockMarketNerd Boring answer is $NVDA. All roads leads to Nvidia at the momemt. More fun answer is $NIBS $IREN and $MDA"
X Link @Aktiehedonist 2025-10-13T16:50Z 1349 followers, XXX engagements

"Agree $IREN didnt pivot it pre-built for this cycle: sites permits transmission and efficient cooling. Thats why lease-up is fast. What I want next: multi-year expansions with top AI tenants rising renewal spreads and service attach (smart-hands swaps). Hit those and scale gets cheaper every MW"
X Link @Aktiehedonist 2025-10-13T15:53Z 1347 followers, XXX engagements

"Nailed it. Chips Data Centers Power. My playbook mirrors that stack: compute ( $NVDA $AMD) picks & shovels ( $ASML $AMAT $TER $MU) DC integrators ( $VRT) and power-scarcity operators ( $IREN $NBIS). If US demand is +40% in XX yrs the edge accrues to whoever controls permits + interconnects + liquid-ready capacity. Promising future"
X Link @Aktiehedonist 2025-10-13T16:09Z 1348 followers, XXX engagements

"@noegrs_research Add $NBIS Cloud infra scarcity + ClickHouse exposure and the sum-of-the-parts starts to exceed $NBIS current EV"
X Link @Aktiehedonist 2025-10-13T15:37Z 1349 followers, XXX engagements

"$MDA why this chart signals a structural bull not a blip. Revenues have stair-stepped from the XXX range through 347351 to XXX in Q225 confirming that the volume ramp is realthis isnt mix or one-offs its sustained delivery growth. Operating cash flow told the same story through 2024 peaking around XXX in Q424 and posting another strong print in Q125 (267). That patternsales up OCF upis the fingerprint of a business transitioning from episodic project cash to repeatable scaled cash conversion as programs hit milestones. The Q225 FCF downtick should be read as timing not demand: (1)"
X Link @Aktiehedonist 2025-10-12T14:07Z 1352 followers, XXX engagements

"Just finished David Gardner's new book on "Rule Breaker Investing." Based on his criteria I've identified five companies that really stand out as potential rule breakers in their respective fields. Synthetic Biology: Ginkgo Bioworks $DNA Precision Agriculture: Trimble $TRMB Infrastructure Digital Twins: Bentley Systems $BSY Quantum Computing: IonQ $IONQ Decentralized Identity: Okta $OKTA Bull/Bearish on any of these"
X Link @Aktiehedonist 2025-09-24T10:38Z 1348 followers, XXX engagements

"🧵 Im bullish on $MDA because it is a space infrastructure supplier: it designs and builds satellite payloads and buses space robotics and geointelligence systems used by multiple commercial and government programs. This is where a large part of space capex is flowing"
X Link @Aktiehedonist 2025-10-07T20:01Z 1349 followers, 1455 engagements

"Cipher Mining $CIFR Cipher Mining has executed a significant pivot leveraging its existing low-cost energy infrastructure for AI/HPC hosting. The company's key differentiator is the Google-backed colocation contract (with Fluidstack) where Google guarantees $XXX billion of the leasing commitments providing monumental credit enhancement to the project. This agreement validates Cipher's assets and allows them to use favorable zero-coupon financing for the buildout. Additionally their ultra-low electricity cost at the Odessa facility provides a strong operational floor. The main risk is the high"
X Link @Aktiehedonist 2025-10-04T11:26Z 1348 followers, XXX engagements

"Both $ASTS and $RKLB going strongly up today. $MDA more in the shadows"
X Link @Aktiehedonist 2025-10-08T13:54Z 1347 followers, XXX engagements

"$IREN the stock that keeps on giving. ATH $70.80"
X Link @Aktiehedonist 2025-10-14T17:51Z 1348 followers, XXX engagements

"$NBIS is wonderful but. $IREN will be my generational investment. Entered at 10$ when it was only a bitcoin miner. Entered $NBIS at around 60$ so it's not exploding my original investment the same as $IREN. At least not yet"
X Link @Aktiehedonist 2025-10-14T11:32Z 1349 followers, XXX engagements

"$MDA - Currently researching this company. Seems very promising so far. Napkin math checks out too"
X Link @Aktiehedonist 2025-10-05T18:17Z 1348 followers, XXX engagements

"@ValueSense_io Alphabet $GOOG $GOOGL I would also probably say $NVDA but I have no idea what the world will look like in XX years"
X Link @Aktiehedonist 2025-10-11T19:44Z 1342 followers, XXX engagements

"@StockSavvyShay So if this is the diversification phase what does the scale-out phase look like by 2027 Interesting times"
X Link @Aktiehedonist 2025-10-14T14:37Z 1352 followers, XXX engagements

"This is exactly how the next phase of AI infrastructure plays out. $NVDA built the demand now $AMD and $ORCL are scaling the redundancy layer. Diversified supply chains equals faster AI deployment equals more MW and cooling demand downstream. Bullish for the entire ecosystem with $NBIS and $IREN aswell as $VRT from my portfolio"
X Link @Aktiehedonist 2025-10-14T14:36Z 1352 followers, XXX engagements

"@TacticzH I like it. $VRT has about XX% allocation towards Data Centre which I why I have it over $ETN myself which only is around 30-40% towards Data Centre (IIRC). But if anything maybe adding a small portion on Eaton but not necessarly. Looks like a solid portfolio"
X Link @Aktiehedonist 2025-10-07T19:40Z 1348 followers, 6611 engagements

"The growth in space is happening in the factory. $MDA is scaling: Satellite Systems now XX% of revenue; Q2 was +54% YoY with margin lift. The market for software-defined high-throughput payloads is projected to grow 1317% CAGR into 2030. MDA is positioned in the slipstream"
X Link @Aktiehedonist 2025-10-08T10:34Z 1348 followers, XXX engagements

"@Dividend_Dollar $PYPL is not undervalued"
X Link @Aktiehedonist 2025-10-14T11:46Z 1352 followers, XXX engagements

"@silly_swag00 I have a conservatie case for $MDA that implies around 13b CAD market cap which at the time meant a XXX% CAGR between 2025-2030 for my X year target. The my aggresive case implies around 175b CAD market cap which would mean almost XX% CAGR for 2025-2030. And a 10x to 2035"
X Link @Aktiehedonist 2025-10-08T17:15Z 1348 followers, XX engagements

"$NVDA $AMZN $GOOGL $AMD $TSLA $ASML $VRT $MU $TER $MDA $IREN $NBIS $RKLB"
X Link @Aktiehedonist 2025-10-14T17:54Z 1349 followers, XXX engagements

"Almost halfway through October and the portfolio is already up +11.08% this month. The message is clear: AI Data Centers Space and Robotics arent just trends theyre the roadmap to the future. $NVDA $AMZN $GOOGL $AMD $TSLA $ASML $VRT $MU $TER $MDA $IREN $NBIS $RKLB"
X Link @Aktiehedonist 2025-10-15T10:31Z 1352 followers, XXX engagements

"Some days at Twitter as a low impression author"
X Link @Aktiehedonist 2025-10-09T17:30Z 1348 followers, XXX engagements

"$NIBS +6% today. Was a good opportunity buying yesterday"
X Link @Aktiehedonist 2025-10-08T13:58Z 1349 followers, XXX engagements

"@StockSavvyShay If $AVGO can truly double bandwidth at scale it pressures one of Nvidias quietest but strongest profit centers. The interconnect battle might end up being more important than the chip battle"
X Link @Aktiehedonist 2025-10-14T11:23Z 1352 followers, XXX engagements

"Bitfarms $BITF Bitfarms offers a value proposition built on a sustainable fixed cost base. The company's fundamental strength lies in having secured Power Purchase Agreements (PPAs) with fixed low energy prices in some cases as low as approximately $XXXX per kWh. This structural cost advantage serves as an enduring defense against inflation and market volatility over a 5- to 10-year period. The company also maintains a relatively low-debt balance sheet which is a key advantage for surviving cyclical downturns. However Bitfarms currently trades at a discounted valuation because the market is"
X Link @Aktiehedonist 2025-10-04T11:26Z 1348 followers, XXX engagements

"15/ Thesis in one sentence: $MDA is a proven independent supplier positioned at the center of constellation build-outs and on-orbit operations with product linesAURORA Canadarm-derived robotics and geointelligencethat map directly to where demand is growing. Thats why Im long-term bullish on $MDA"
X Link @Aktiehedonist 2025-10-07T20:01Z 1347 followers, XXX engagements

"Really solid framework. The SOTP breakdown finally gives $NBIS the structure it deserves especially the ClickHouse component. Curious though: scaling to XXX MW active in X years will likely require $XX B in capex. How do you see that funded without heavier dilution or higher leverage Also execution from XX XXX MW and maintaining XX %+ margins seems operationally extreme You see execution and funding is the only risks I see with $NBIS. I agree with your analysis alot and I would love for your price targets to hit"
X Link @Aktiehedonist 2025-10-13T20:14Z 1352 followers, 1546 engagements

"14/ Why bullish overall. Space is shifting from bespoke satellites to repeatable software-defined constellations and from disposable hardware to serviceable infrastructure. MDA builds the payloads antennas robotics and ground systems that make that shift practical"
X Link @Aktiehedonist 2025-10-07T20:01Z 1347 followers, XXX engagements

"Important to zone out at these times. Portfolio is still +632% for October even after fridays red ending. And it's only been XX days of October so far. $NBIS $IREN and $RKLB driving the portfolio"
X Link @Aktiehedonist 2025-10-11T19:40Z 1340 followers, XXX engagements