@AwareWealth Avatar @AwareWealth Gael ₿

Gael ₿ posts on X about $nbis, kulr, $kulr, ai the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

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Social Influence

Social category influence stocks 43.55% finance 20.16% technology brands 17.74% cryptocurrencies 8.87% automotive brands 2.42% currencies 0.81% social networks 0.81% countries 0.81%

Social topic influence $nbis #91, kulr #10, $kulr #6, ai 17.74%, meta 8.87%, core 8.06%, clickhouse 7.26%, longterm 6.45%, business 6.45%, $zeta 5.65%

Top accounts mentioned or mentioned by @investnorthwise @planetbce @ckcapitalxx @larsohorpestad @tavilyai @mvcinvesting @nebiusai @fiscalai @caesarcapitalz @gvdinvestor @bullprototype @retailmourinho @realdonaldtrump @michaelmokulr @x_56175137 @nifro18 @fakdaddy75 @b2f_investing @kizzyinvests @ai_energyhub

Top assets mentioned Nebius Group N.V. Class A Ordinary Shares (NBIS) KULR Technology Group, Inc. (KULR) ZetaChain (ZETA) Metadium (META) Iris Energy Limited (IREN) PayPal Holdings Inc (PYPL) Bitcoin (BTC) CoreWeave, Inc (CRWV) Hims & Hers Health, Inc. (HIMS) UiPath, Inc. (PATH) NVIDIA Corp. (NVDA) Microsoft Corp. (MSFT) Tesla, Inc. (TSLA) Cipher Mining Inc. Common Stock (CIFR) AST SpaceMobile, Inc. Class A Common Stock (ASTS) BITMINE IMMERSION TECH (BMNR) Rocket Lab USA, Inc. Common Stock (RKLB) Bloom Energy Corporation (BE) GE Vernova Inc. (GEV) Eos Energy Enterprises, Inc. (EOSE) Constellation Energy Corp (CEG) Nextracker Inc. (NXT) Applied Digital Corp. (APLD) Micron Technology, Inc. (MU)

Top Social Posts

Top posts by engagements in the last [--] hours

"RT @AwareWealth: This is exactly where the AI infra trade is heading. Not who has more GPUs but who can actually run them at scale. Gr"
X Link 2026-02-10T13:53Z [----] followers, [--] engagements

"$NBIS Regional Presence = Enterprise Lock-In + Rubin deployment isnt nice to have. It solves: - Compliance - Latency - Sovereignty - Risk management Once enterprises optimize around this they dont move. Thats switching cost"
X Link 2026-02-10T01:27Z [----] followers, [----] engagements

"From everything Im looking at right now Id say Im very happy with the results. Incredible whats coming in [----]. $NBIS What are your impressions 🫡"
X Link 2026-02-12T12:24Z [----] followers, [----] engagements

"I SOLD MY $TSLA EARLY IN [----] NOT GONNA MAKE THE SAME MISTAKE WITH $KULR FOR DECADE INVESTMENT. It has risen a lot yes but it will be worth more in the future"
X Link 2024-12-28T22:57Z [----] followers, [----] engagements

"$KULR UNDER 3$ FEELS LIKE $RKLB UNDER 4$"
X Link 2025-01-21T14:26Z [----] followers, [----] engagements

"WORKING ON A MEGA THREAD ABOUT $KULR S TECHNOLOGY AND ITS EXPERTISE/MOAT. Anyone here interested 🫡"
X Link 2025-07-19T13:27Z [----] followers, [----] engagements

"🚨 $NBIS : It's Beginning To Look A Lot Like Trouble Recently I came across an article by analyst Julia Ostian with a SELL signal claiming the following. I have decided to take the time to go point by point clarifying my thoughts. 👇 Summary: - Nebius Group N.V. delivers explosive AI infrastructure growth but faces excessive risk and an unsustainable valuation; I rate the stock a Sell. - $NBIS s managed AI cloud model adds operating complexity higher fixed costs and greater execution risk compared to peers like CoreWeave. - Despite $3B+ Meta and $1719B Microsoft contracts $NBIS s customer"
X Link 2025-12-29T13:50Z [----] followers, 26.2K engagements

"🚨 Different layers different battles. 🚨 Pick your winner. 👇 🔸Layer [--] Power GE Vernova ( $GEV): Power Generation + Grid Equipment Bloom Energy ( $BE): Fuel Cells for Data Centers Eos Energy ( $EOSE): Long-Term Energy Storage Constellation Energy ( $CEG): Nuclear Energy Operator $NXT: Power Infrastructure Related Company 🔸Layer [--] Chips The most core and profitable layer of AI currently $NVDA: The absolute king of AI GPUs $AMD: The main challenger to NVDA $TSM: The world's most advanced chip foundry $ASML: Lithography Machines $AVGO: Custom ASIC Chips 🔸 Layer [--] Data Centers Computing Power"
X Link 2026-01-05T00:40Z [----] followers, [---] engagements

"$KULR is a high-asymmetry investment opportunity. 👇 - Disruptive technology - Top-tier customers - Growth in key sectors - Scalable business model - $BTC strategy"
X Link 2026-01-17T18:29Z [----] followers, [----] engagements

"🚨 ClickHouse at a $15B Valuation: What It Means for Nebius Group $NBIS ⚠ LONG POST - ARTICLE 👇 The market is still pricing Nebius Group as a pure AI infrastructure story. Thats a mistake. Because beneath the surface Nebius owns one of the most valuable and fastest-growing AI software assets in the market today: ClickHouse. And the latest funding round just made that impossible to ignore. The Headline: ClickHouse Raises $400M at $15B ClickHouse has officially closed a $400M funding round at an implied valuation of $1515.4B post-money. Lets put that into perspective: - Last funding round"
X Link 2026-01-17T21:57Z [----] followers, [----] engagements

"WOOOW THATS BULLISH GUYS 🔥 $KULR Lets remember that KULRs workforce is estimated to be approximately [----] employees. 🚀 Engineering Team Expansion to Meet Growing Demand Demand across our programs continues to accelerate and were scaling our engineering organization to match it. Were currently expanding with up to [--] full-time and [---] month contract positions across multiple disciplines 🚀 Engineering Team Expansion to Meet Growing Demand Demand across our programs continues to accelerate and were scaling our engineering organization to match it. Were currently expanding with up to 23"
X Link 2026-01-18T13:53Z [----] followers, [----] engagements

"🚨Theres no better news for an expanding micro-cap than planning a 3035% workforce increase overnight and aiming to 3x facilities that were already expanded just last year. $KULR"
X Link 2026-01-18T13:58Z [----] followers, [----] engagements

"🟡 ClickHouse isnt being valued at $15B because its a nice database. $NBIS Its being valued there because its becoming core infrastructure for AI in production. 250% YoY ARR growth $250300M ARR run rate 3000+ customers Used by Tesla Meta Sony Cursor. And now with Langfuse onboard ClickHouse sits directly in LLM observability and inference workflows. Thats sticky mission-critical software. Most NBIS models barely touch this. Nebius doesnt need ClickHouse to win. But owning it adds asymmetric upside the market clearly hasnt priced yet. That gap is where opportunity lives."
X Link 2026-01-19T12:40Z [----] followers, [----] engagements

"⚠ Five things the market is still not pricing into $NBIS [--]. The real ARR inflection once capacity is released. [--]. Margin expansion as scale kicks in. [--]. The embedded value of ClickHouse and Avride. [--]. Pricing power in a world constrained by power not demand. [--]. The AI shift from hype to production workloads. When these pieces start to click at the same time re-ratings dont happen slowly. https://twitter.com/i/web/status/2013602914057760905 https://twitter.com/i/web/status/2013602914057760905"
X Link 2026-01-20T13:22Z [----] followers, [----] engagements

"Great interview Michael Go watch it $KULR KULR CEO on Powering the Future of AI and Critical Infrastructure https://t.co/2MKJQORbI2 KULR CEO on Powering the Future of AI and Critical Infrastructure https://t.co/2MKJQORbI2"
X Link 2026-01-20T15:15Z [----] followers, [----] engagements

"CLICKHOUSE: the fastest analytical database for everything. $NBIS 👇 🟡 ClickHouse isnt being valued at $15B because its a nice database. $NBIS Its being valued there because its becoming core infrastructure for AI in production. 250% YoY ARR growth $250300M ARR run rate 3000+ customers Used by Tesla Meta Sony Cursor. And now with https://t.co/vgo8cKn3ut 🟡 ClickHouse isnt being valued at $15B because its a nice database. $NBIS Its being valued there because its becoming core infrastructure for AI in production. 250% YoY ARR growth $250300M ARR run rate 3000+ customers Used by Tesla Meta Sony"
X Link 2026-01-20T23:44Z [----] followers, [----] engagements

"Despite the volatility recent news seems to be restoring investor confidence with clear signs of growth in the core business. This is making the path toward profitability increasingly realistic as $KULR s earnings could scale significantly over the coming years. At the same time the company is becoming less dependent on Bitcoin which is helping strengthen its financial position and providing more stability. This should also support the expansion of its different business lines in the years ahead. BULLISH $KULR ✅ https://twitter.com/i/web/status/2014512934366445738"
X Link 2026-01-23T01:38Z [----] followers, [----] engagements

"Most models still value $NBIS as pure infrastructure. They barely touch the subsidiaries. ClickHouse alone is now rumored around a $15B valuation. Thats meaningful embedded value sitting inside NBIS. Not the core thesis. Just upside the market hasnt priced yet. Those gaps dont stay open forever. https://twitter.com/i/web/status/2014700395915051150 https://twitter.com/i/web/status/2014700395915051150"
X Link 2026-01-23T14:03Z [----] followers, [----] engagements

"🚨 Top stocks by [----] revenue growth estimates 👇 $NBIS Nebius (+441%) AI cloud & data-center services $CRWV CoreWeave (+134%) Hyperscale AI compute infrastructure $IREN Iren (+128%) Energy-powered data centers & digital infrastructure $MU Micron Technology (+98%) Memory chips (DRAM & NAND) $APLD Applied Digital (+74%) Next-gen data centers & HPC hosting $CIFR Cipher Mining (+55%) Large-scale compute & digital infrastructure $NVDA Nvidia (+54%) AI GPUs & accelerated computing $RKLB Rocket Lab (+46%) Space launch & satellite systems $ALAB Astera Labs (+45%) Data-center connectivity chips $PLTR"
X Link 2026-01-23T18:35Z [----] followers, 16.1K engagements

"$NBIS $KULR $HIMS $IREN $PYPL It may sound clich but working on your conviction and your investment thesis is essential in this kind of market phase. Price often creates the narrative and algorithms and sentiment will often move against us. There is no straight path and there is no easy path. What we have left is to enjoy every phase of the market so that its not just about financial gain. The markets are real-life teachers. https://twitter.com/i/web/status/2014885623128060110 https://twitter.com/i/web/status/2014885623128060110"
X Link 2026-01-24T02:19Z [----] followers, [----] engagements

"$NBIS $KULR $HIMS $ZETA $PYPL Spending almost my entire adult life playing poker professionally has helped me manage my emotions properly when making positive-EV investments and taught me that expected value and actual results dont always align in the short term but go hand in hand over time. There will be moments when your conviction is put to the test. ✅ https://twitter.com/i/web/status/2014887310484009079 https://twitter.com/i/web/status/2014887310484009079"
X Link 2026-01-24T02:25Z [----] followers, [----] engagements

"Whats your top pick for [----] or any underrated company worth a deep dive Let me know 👇"
X Link 2026-01-25T00:53Z [----] followers, [----] engagements

"🚨 $KULR Showcases Lunar Battery Program at NASA Workshop 🚨 $KULR presented this week at NASAs Battery Workshop at Johnson Space Center following its $6.7M grant from the Texas Space Commission to develop lithium-ion batteries capable of operating at -60C for lunar missions. The company highlighted ongoing testing of Li-Gas cells from South [--] Technologies conducted in partnership with NASA Southwest Research Institute and ESRF. These cells are being integrated into KULRs KULR ONE Space (K1S) battery system with a safety-rated design for manned spaceflight. The battery is scheduled to fly in"
X Link 2026-01-25T01:02Z [----] followers, [----] engagements

"🚨 $KULR Returns to Space: Why Artemis II Could Be a Major Re-Rating Event @PlanetBCE 🚨 https://t.co/Pwh5AZRU6I https://t.co/Pwh5AZRU6I"
X Link 2026-01-25T14:18Z [----] followers, [----] engagements

"This is how mispricings are born: strong core business + ignored optionality. $NBIS The core business alone justifies the story. ClickHouse is pure upside the market is still ignoring. Thats how real asymmetry looks before it becomes obvious. Most models still value $NBIS as pure infrastructure. They barely touch the subsidiaries. ClickHouse alone is now rumored around a $15B valuation. Thats meaningful embedded value sitting inside NBIS. Not the core thesis. Just upside the market hasnt priced yet. Those gaps Most models still value $NBIS as pure infrastructure. They barely touch the"
X Link 2026-01-25T22:53Z [----] followers, [----] engagements

"The Market Confuses Spending With Risk Heavy CapEx looks scary on a chart. But in infrastructure CapEx = future revenue. The real risk isnt spending. Its spending without contracts. $NBIS is doing the opposite. Thats discipline"
X Link 2026-01-29T01:28Z [----] followers, [----] engagements

"This is all a mental game; volatility is the price of reward. $NBIS $ZETA $META $MSTR $BMNR $PATH $KULR $PYPL $IREN $ASTS"
X Link 2026-01-29T16:17Z [----] followers, [---] engagements

"3/12 The Big Picture Most Investors Still Miss Most people still see Nebius as: Just another GPU cloud A capital-intensive infra play Something cyclical tied to AI sentiment That framing is wrong. $NBIS is building the infrastructure layer that serious AI companies and hyperscalers actually need to scale. Not demos. Not hype. Production-grade systems. And theyre doing it with discipline vertical integration and long-term planning. Thats why I see this as a multibagger over time. https://twitter.com/i/web/status/2018088212191731754 https://twitter.com/i/web/status/2018088212191731754"
X Link 2026-02-01T22:24Z [----] followers, [----] engagements

"4/12 $NBIS [--]. Demand Is Not the Question. Capacity Is. This is the core misunderstanding. Nebius is not struggling to find customers. They are struggling to bring power and capacity online fast enough. Every time new capacity comes online it sells out. That tells you everything. Demand risk delays growth Capacity constraints only defer revenue The market keeps treating those as the same risk. Theyre not. https://twitter.com/i/web/status/2018088215572349177 https://twitter.com/i/web/status/2018088215572349177"
X Link 2026-02-01T22:24Z [----] followers, [----] engagements

"9/12 [--]. This Is More Than Just IaaS Selling raw compute is easy. Owning the control plane is hard. $NBIS is moving up the stack: Infrastructure Orchestration Tooling Platform economics This is exactly how AWS evolved. Pricing power lives here"
X Link 2026-02-01T22:25Z [----] followers, [---] engagements

"10/12 [--]. Valuation: Where the Asymmetry Is The market still prices $NBIS mostly on near-term optics. Not on: Contracted demand Operating leverage Platform economics Embedded optionality ClickHouse alone is rumored around $15B. NBIS owns a meaningful stake. Thats billions in value most models barely touch. Not the thesis. Just upside. https://twitter.com/i/web/status/2018088232785699001 https://twitter.com/i/web/status/2018088232785699001"
X Link 2026-02-01T22:25Z [----] followers, [---] engagements

"When you start reading these kinds of comments you realize that panic and fear are near their peaks so by following the contrarian opinion theory well soon see the situation stabilize. $NBIS $ZETA $HIMS $KULR $BTC $SOFI $PATH $PYPL $BMNR $META $ASTS $NVDA $AMD $DLO Tomorrow will go down as the worst day in stock market history. Tomorrow will go down as the worst day in stock market history"
X Link 2026-02-01T22:56Z [----] followers, [----] engagements

"🚨 When you compare forward P/S across the main neocloud players $CRWV $IREN $CIFR $NBIS stands out for trading below 2.8x making it one of the cheapest in the group despite its growth profile"
X Link 2026-02-08T02:25Z [----] followers, [----] engagements

"$NBIS Earnings = Deployment Check ✅ Feb [--] isnt about beat or miss. Its about: ➡ How much capacity is live ➡ How fast GPUs are being activated ➡ How smoothly power is converting into revenue For infra companies Execution velocity quarterly optics. Thats the real scoreboard. https://twitter.com/i/web/status/2020324493546201587 https://twitter.com/i/web/status/2020324493546201587"
X Link 2026-02-08T02:31Z [----] followers, [----] engagements

"We are just getting started $NBIS 🤝 @CKCapitalxx $NBIS up 17% today. The market is FINALLY pricing in Independence Missouri. After yesterdays brutal selloff $NBIS is absolutely ripping today as investors digest what they just announced: The Independence Missouri AI Factory: [---] million sq ft campus across 8-10 https://t.co/Y2UtRNa1pa $NBIS up 17% today. The market is FINALLY pricing in Independence Missouri. After yesterdays brutal selloff $NBIS is absolutely ripping today as investors digest what they just announced: The Independence Missouri AI Factory: [---] million sq ft campus across 8-10"
X Link 2026-02-08T03:25Z [----] followers, [----] engagements

"$NBIS Rubin = Cost Curve Reset Rubin NVL72 isnt about headline FLOPS. Its about resetting: Cost per token GPUs per workload Energy per inference Idle time When your unit economics improve your margins follow. Thats structural"
X Link 2026-02-08T16:27Z [----] followers, [----] engagements

"Why Systems Matter More Than Chips 👇 Buying GPUs is easy. Building integrated systems isnt. Rubin works because: Compute + networking + memory + orchestration are designed together. Thats hyperscale engineering. $NBIS is moving into that tier. $NBIS Rubin = Cost Curve Reset Rubin NVL72 isnt about headline FLOPS. Its about resetting: Cost per token GPUs per workload Energy per inference Idle time When your unit economics improve your margins follow. Thats structural. https://t.co/AT6cWV3hKr $NBIS Rubin = Cost Curve Reset Rubin NVL72 isnt about headline FLOPS. Its about resetting: Cost per"
X Link 2026-02-08T23:58Z [----] followers, [----] engagements

"@larsohorpestad 🤝"
X Link 2026-02-09T04:25Z [----] followers, [--] engagements

"With earnings on Feb [--] remember this: $NBIS is not in optimize margins mode. Its in: Build Deploy Scale Judging it like a mature SaaS company is missing the phase. Infrastructure comes first. Profits come later"
X Link 2026-02-09T12:30Z [----] followers, [----] engagements

"Considering adding $RDDT any good deep dives or accounts to follow 🫡"
X Link 2026-02-09T19:07Z [----] followers, [---] engagements

"@InvestNorthwise Exactly. GPUs are just the entry point. The real value is in owning the full stack and turning compute into scalable high-margin platforms over time"
X Link 2026-02-10T02:05Z [----] followers, [--] engagements

"This is one of the clearest connect-the-dots post Ive seen on $NBIS lately. While others struggle to land hyperscaler deals Nebius is benefiting from GPU scarcity surging data center capex and pre-secured demand. Add ClickHouse Avride and a likely end to dilution and youre looking at multiple compounding engines under one ticker. Earnings wont be about hype. Theyll be about execution and confirmation. Thats usually when real reratings start. https://twitter.com/i/web/status/2021058756449067516 https://twitter.com/i/web/status/2021058756449067516"
X Link 2026-02-10T03:08Z [----] followers, [----] engagements

"🚨 $NBIS just made a strategic move into agentic AI. Nebius is acquiring Tavily bringing real-time search directly into its AI cloud stack. This matters more than it looks. Agents dont just need compute. They need grounding verification and live data. Now NBIS combines: High-performance inference (Token Factory) Real-time search (Tavily) Full-stack infrastructure One unified platform for autonomous AI. No patchwork vendors. No fragmented workflows. Just end-to-end agentic systems. With agentic AI projected to be a $140B+ market this is Nebius moving up the value chain again. From GPU cloud to"
X Link 2026-02-10T15:03Z [----] followers, [----] engagements

"Posting and talking about a company forces you to truly understand it. Understanding builds conviction. Conviction is what lets you survive volatility. Volatility is the price of long-term wealth. Lets go Boys 🫡 $NBIS $KULR ✅"
X Link 2026-01-27T16:53Z [----] followers, [----] engagements

"🚨If I Had to Explain $NBIS to a Friend in [--] Minute: "Look $NBIS is the company building the massive 'factories' that artificial intelligence needs to run huge data centers packed with super-powerful $NVDA chips. What blows my mind is they've already signed contracts with Microsoft and Meta worth over $22 billion. That's basically the company's entire market cap right now. In other words the big customers have essentially prepaid for the expansion. They've got an incredible team of [----] engineers designing everything in-house servers cooling which lets them do it about 20% cheaper than"
X Link 2025-12-19T16:42Z [----] followers, 99.2K engagements

"6/10 📌 Frontier-Level Problems Inside $NBIS An Insiders Perspective Were tackling hardware-software integration challenges that most engineers only read about in papers. If you like your problems complex and your clusters massive Nebius is the place to be. Translation: Theyre operating at frontier scale. Not demos. Not prototypes. Real hyperscale complexity. That prepares you for dominance. (5/10) 📌Culture Capital Inside $NBIS An Insiders Perspective One thing I love about the engineering culture at Nebius Zero ego maximum execution. Were all here to solve hard problems and ship"
X Link 2026-02-09T00:04Z [----] followers, [----] engagements

"AWESOME $NBIS VINELAND" $NBIS Vineland Phase [--] two-story building construction update https://t.co/lkTRjJcHgU $NBIS Vineland Phase [--] two-story building construction update https://t.co/lkTRjJcHgU"
X Link 2026-02-10T01:28Z [----] followers, [----] engagements

"This is exactly where the AI infra trade is heading. Not who has more GPUs but who can actually run them at scale. Great deep dive on $NBIS and its software moat. The AI factory angle is underrated. Worth reading. Go follow @InvestNorthwise $NBIS fam their work is outstanding. 👇 The AI infrastructure trade is shifting from "who has the most GPUs" to "who can actually run them." Our new $NBIS deep dive analyzes the company's massive Integrated Software Moat. Check it out in the first comment. In the early phase scarcity did the work. If you had https://t.co/AiUMOOW7eI The AI infrastructure"
X Link 2026-02-10T01:59Z [----] followers, [----] engagements

"$NBIS Missouri Campus Is Underrated [---] acres 2.5M sq ft 800MW+ potential Thats not optional. Thats multi-decade capacity. Few talk about it. It matters"
X Link 2026-02-10T12:31Z [----] followers, [----] engagements

"From Narrative to Operations $NBIS is no longer in story mode. [----] is about one thing: ➡ Power Capacity Revenue At this stage growth isnt about signing deals. Its about activating infrastructure on time. Thats where real winners separate"
X Link 2026-02-10T12:55Z [----] followers, [----] engagements

"RT @AwareWealth: 7/10 📌 Speed at Scale Inside $NBIS An Insiders Perspective Its rare to find a place that combines the scale of a g"
X Link 2026-02-10T13:53Z [----] followers, [--] engagements

"Thats awesome $NBIS 👀 $NBIS posts strong Q4 results and raises [----] Capacity Guidance to 3GW https://t.co/kBTM7q4sSL $NBIS posts strong Q4 results and raises [----] Capacity Guidance to 3GW https://t.co/kBTM7q4sSL"
X Link 2026-02-12T12:28Z [----] followers, [---] engagements

"One thing we all agree on is the confidence in management. Amazing. 🤝 $NBIS $NBIS Q4 Earnings my full thoughts: What a freaking amazing company. Executing insanely well. Crushing even my high expectations. I trust them 100%. No idea wtf the market is doing but at this price I just want to stack all kinds of calls. NFA https://t.co/yJBWmX5rBN $NBIS Q4 Earnings my full thoughts: What a freaking amazing company. Executing insanely well. Crushing even my high expectations. I trust them 100%. No idea wtf the market is doing but at this price I just want to stack all kinds of calls. NFA"
X Link 2026-02-12T12:30Z [----] followers, [----] engagements

"$NBIS Already 🟢 The importance of carefully reading the presentations and not being swayed by the first impression of the results"
X Link 2026-02-12T12:38Z [----] followers, [----] engagements

"A clear example that we are in a very early stage and not even the analysts themselves are capable of interpreting this. Thanks @mvcinvesting for always bringing clarity. $NBIS For anyone freaking out about $NBIS missing revenue estimates heres exactly what I said yesterday. The company is sold out. The miss isnt about execution its about analysts not knowing how to model it. https://t.co/FN14DAuyq0 For anyone freaking out about $NBIS missing revenue estimates heres exactly what I said yesterday. The company is sold out. The miss isnt about execution its about analysts not knowing how to"
X Link 2026-02-12T12:50Z [----] followers, [----] engagements

"Very intense week in the markets were seeing increasing volatility and coordinated capital outflows from certain sectors. A large part of these flows is driven by algorithms that dictate liquidity and at the extremes they amplify retail fear. On the positive side we had the $NBIS earnings report. Ill use today to go deeper into some of the points mentioned during the conference call and also review a few small buys I managed to make on Thursday. On the negative side the decisions made by $HIMS management are still hard for me to fully understand but I continue to believe the thesis remains"
X Link 2026-02-14T16:41Z [----] followers, [---] engagements

"7/10 📌 Speed at Scale Inside $NBIS An Insiders Perspective Its rare to find a place that combines the scale of a giant with the agility of a startup. Our engineering pods are moving mountains right now. Translation: Giant + agile. Scale + speed. No bureaucracy. No friction. Big + fast in real life. Thats what changes industries. 6/10 📌 Frontier-Level Problems Inside $NBIS An Insiders Perspective Were tackling hardware-software integration challenges that most engineers only read about in papers. If you like your problems complex and your clusters massive Nebius is the place to be. 6/10 📌"
X Link 2026-02-10T01:32Z [----] followers, [----] engagements

"This time is different. Michael Burry predicting his 21st of the last [--] crashes. $PLTR"
X Link 2026-02-10T01:48Z [----] followers, [---] engagements

"Im still not bullish enough on $NBIS I havent received my basic package yet @nebiusai 👀 This is your $NBIS bull call. https://t.co/vWJuRHMY1b This is your $NBIS bull call. https://t.co/vWJuRHMY1b"
X Link 2026-02-10T16:11Z [----] followers, [----] engagements

"WE ARE EARLY $NBIS 👀 @fiscal_ai can we change the $NBIS logo to their actual logo Still using the Yandex logo 😅😅 @fiscal_ai can we change the $NBIS logo to their actual logo Still using the Yandex logo 😅😅"
X Link 2026-02-14T22:09Z [----] followers, [---] engagements

"$NBIS Bottom is in. Confirmed. ✅ Jim Cramer reiterates his Sell stance on $NBIS: One of the Mag [--] companies will say its slowing down its build-out and $NBIS will get cut in half. Bullish. https://t.co/KEPk1bXOUl Jim Cramer reiterates his Sell stance on $NBIS: One of the Mag [--] companies will say its slowing down its build-out and $NBIS will get cut in half. Bullish. https://t.co/KEPk1bXOUl"
X Link 2026-01-25T14:25Z [----] followers, [----] engagements

"🚨 With $NBIS earnings just around the corner go check out my latest post on the key highlights from Q3 and the outlook for this quarter. 🚨 $NBIS Q4 Is Approaching 🚨 Lets Remember What Actually Delivered in Q3 👇 1/7⚠ LONG POST https://t.co/78uFy5YEAf 🚨 $NBIS Q4 Is Approaching 🚨 Lets Remember What Actually Delivered in Q3 👇 1/7⚠ LONG POST https://t.co/78uFy5YEAf"
X Link 2026-01-26T11:09Z [----] followers, [----] engagements

"🚨 $NBIS stepping into the spotlight with $NVDA on January [--] Long-term builders recognize each other"
X Link 2026-01-26T11:56Z [----] followers, [----] engagements

"When people say $NBIS 200-300b MC is impossible I ask: Did AWS becoming Amazons most valuable asset seem obvious early on History doesnt repeat but it rhymes"
X Link 2026-01-26T12:30Z [----] followers, [----] engagements

"Nvidias investment in CoreWeave clearly validates their execution and scale ambitions. Its a strong signal. For me the difference is in the model and risk profile. $CRWV is growing fast but with heavy dependence on Nvidia and leverage. That can accelerate things but it also concentrates risk. $NBIS on the other hand is building around long-term contracts neutrality and balance sheet discipline. Less flashy more durable in my view. On top of that you get meaningful upside optionality from subsidiaries like ClickHouse and others which the market still barely prices in. Both are real players. I"
X Link 2026-01-27T01:54Z [----] followers, [---] engagements

"Volatility is just a test of your conviction; $NBIS will reach all-time highs much sooner than you think. 🫡 $NBIS is one of my highest conviction stocks in the entire AI space. The technical setup is looking extremely strong here. My absolute minimum target for the next move up is $150. https://t.co/K7sxmM3H3Z $NBIS is one of my highest conviction stocks in the entire AI space. The technical setup is looking extremely strong here. My absolute minimum target for the next move up is $150. https://t.co/K7sxmM3H3Z"
X Link 2026-01-27T02:02Z [----] followers, [----] engagements

"$NBIS doesnt need to dominate the world to justify $100B. It just needs to be neutral reliable and hard to replace. In AI infrastructure that already puts you in the big leagues"
X Link 2026-01-27T12:30Z [----] followers, [----] engagements

"🚨Conviction Is Built in Red Days $NBIS Anyone feels smart when stocks go up. Conviction is tested when: Price is down Timeline feels long Doubts get loud Thats when positions are formed. Not at highs. Not in euphoria. In uncertainty"
X Link 2026-01-27T12:30Z [----] followers, [----] engagements

"Added more $ZETA ✅ This is a business with real fundamentals strong data assets and a long runway as AI reshapes marketing and customer intelligence. Volatility creates opportunity Im focused on where this company can be in a few years not a few weeks"
X Link 2026-01-27T16:58Z [----] followers, [----] engagements

"@CaesarCapitalz Added today also some $PATH 🫡"
X Link 2026-01-27T17:13Z [----] followers, [---] engagements

"$NBIS Infrastructure Is a Timing Game Most people lose money in infra stocks for one reason: Theyre right too early. $NBIS isnt about this quarter. Its about synchronizing power hardware and demand. That takes time. The market hates waiting. Builders dont"
X Link 2026-01-28T01:27Z [----] followers, [---] engagements

"🚨 Inside $NBIS : An insiders Perspective (2/10) Everyone talks about the models but few talk about the metal. Im incredibly proud of how our team handles the sheer complexity of massive GPU clusters. Were building the foundation so others can build the future. Anyone can buy GPUs. Very few can run them efficiently at scale. Power. Cooling. Scheduling. Failures. This is where margins are made or lost. Nebius seems to get it. 🚨Inside Nebius $NBIS : An Insiders Perspective 1/10 📌Infrastructure Hype AI is only as good as the infrastructure it runs on. At Nebius were not just building a cloud;"
X Link 2026-01-28T01:33Z [----] followers, [----] engagements

"Thats where asymmetry is created: execution now recognition later. By the time the market gets it the price wont be waiting. $NBIS $NBIS is building today what the market will only learn how to value correctly in [----] months. That timing gap is exactly where Im comfortable. $NBIS is building today what the market will only learn how to value correctly in [----] months. That timing gap is exactly where Im comfortable"
X Link 2026-01-28T01:37Z [----] followers, [---] engagements

"If several parts of the thesis play out and considering that $NBIS is all about execution and underpromise overdeliver I wouldnt be surprised to see it enter the recognized platform phase by the end of next year. $NBIS $300-$400 EOY [----] My mental $NBIS framework is simple: $150$200 = basic execution $300$500 = recognized platform $600+ = essential AI infrastructure My mental $NBIS framework is simple: $150$200 = basic execution $300$500 = recognized platform $600+ = essential AI infrastructure"
X Link 2026-01-28T01:41Z [----] followers, [----] engagements

"$NBIS 🔴 Red days are where long-term edges are built. 🟢Green days matter too staying calm matters more than getting euphoric. If your thesis is intact volatility isnt a warning sign its the entry tax for owning future compounders. This is a long-term game. Most people quit in the middle. Thats why the upside stays mispriced. 🚨Conviction Is Built in Red Days $NBIS Anyone feels smart when stocks go up. Conviction is tested when: Price is down Timeline feels long Doubts get loud Thats when positions are formed. Not at highs. Not in euphoria. In uncertainty. https://t.co/GltypDOGGm"
X Link 2026-01-28T01:44Z [----] followers, [----] engagements

"🚨 This is the real inflection point. Once a company moves from selling the story to hitting milestones the game changes. At this stage valuation follows execution not promises. $NBIS is now being measured on delivery speed and reliability. Thats exactly where long-term winners are forged. From Story to Execution 👇 $NBIS is officially past the narrative phase. [----] is no longer about vision. Its about delivery speed. Revenue now depends on: Power Connected capacity Activated GPUs. Not hype. Not new deals. Execution. Thats when real infrastructure https://t.co/egnbxLYMvN From Story to"
X Link 2026-01-28T01:47Z [----] followers, [----] engagements

"🚨 One mistake people keep making with $ZETA is focusing on customer count. Thats the wrong metric. $ZETA sells to enterprises and agency holding companies. One agency can represent hundreds of brands. So customer growth can look slow while actual platform usage is accelerating underneath. If youre not looking at brand growth and wallet expansion youre missing the picture. https://twitter.com/i/web/status/2016328184162091367 https://twitter.com/i/web/status/2016328184162091367"
X Link 2026-01-28T01:51Z [----] followers, [---] engagements

"🚨 $META into Q4 Earnings: The Setup Is Better Than It Looks 🚨 Most people are focused on capex depreciation and short-term margin pressure. Im focused on execution. $META isnt building AI to sell tools or flashy products. Its using AI to strengthen the most profitable engine in Big Tech: advertising. That distinction matters. The core business is still growing around 20% with gross margins north of 80%. That cash flow funds everything else: AI infrastructure talent wearables and long-dated optionality. The markets mistake is treating METAs AI spend as a speculative bet. Its not. Every"
X Link 2026-01-28T02:06Z [----] followers, [----] engagements

"@GVDInvestor Great analogy. 🫡 In AI infrastructure power is the real scarce resource. No power = no scale no revenue no moat. GPUs can be bought. Land can be found. Talent can be hired. But reliable long-term power Thats the choke point. And $NBIS is positioning exactly around that"
X Link 2026-01-28T02:09Z [----] followers, [--] engagements

"Exactly Nate. 🤝 Price is just noise in the short term. What matters is whether megawatts keep turning into revenue and revenue into margins. So far $NBIS is doing exactly that. Analysts expect $NBIS to grow 521% in [----] Isnt it already up too much Youre debating price Im watching MW ARR margins https://t.co/NypM6mxoEX Analysts expect $NBIS to grow 521% in [----] Isnt it already up too much Youre debating price Im watching MW ARR margins https://t.co/NypM6mxoEX"
X Link 2026-01-28T04:22Z [----] followers, [---] engagements

"What actually makes $ZETA interesting isnt new customers. Its how little of the existing opportunity is penetrated. Most customers still use a single use case. Multi-use case customers spend several times more. This isnt a sell harder story. Its a remove friction and let usage compound story. Thats a very different growth profile than people assume. https://twitter.com/i/web/status/2016487735880540316 https://twitter.com/i/web/status/2016487735880540316"
X Link 2026-01-28T12:25Z [----] followers, [---] engagements

"🚨Volatility Is the Entry Fee $NBIS is volatile right now. Good. Thats the price of owning early-stage infrastructure compounders. Before AWS was obvious it was uncomfortable. Before it was stable it was questioned. Volatility isnt a flaw. Its the entry fee"
X Link 2026-01-28T12:30Z [----] followers, [----] engagements

"$NBIS ARR Is Now a Construction Schedule Most people still think $NBISs $79B ARR target is a forecast. Its not. More than half is already contracted. Mainly Microsoft and Meta. Now ARR = project management. How fast can they turn power into revenue Thats the game"
X Link 2026-01-28T13:00Z [----] followers, [----] engagements

"Most bearish takes on $NBIS sound smart until you stack them against signed contracts real utilization and backlog. Thats where they fall apart"
X Link 2026-01-28T13:21Z [----] followers, [----] engagements

"Why do people always feel the need to compare them Personally I hold both $NBIS $IREN in my portfolio but the ego of some IREN investors leaves a lot to be desired. $iren $nbis 😁 https://t.co/D6jQwd7V0r $iren $nbis 😁 https://t.co/D6jQwd7V0r"
X Link 2026-01-28T17:01Z [----] followers, [----] engagements

"🚨 $META EARNINGS ARE OUT 🚨 - Revenue: $59.89B vs $58.4B expected - EPS: $8.88 vs $8.16 expected - [----] capex forecast: $115B to $135B vs $110.62 expected"
X Link 2026-01-28T21:04Z [----] followers, [----] engagements

"$META Cash flow tells the real story Ignore the noise. Watch the cash. META generated $36.2B of operating cash flow in Q4 and $115.8B in FY25. Even with $72B of CapEx last year free cash flow was $43.6B. Very few companies can self-fund this level of ambition"
X Link 2026-01-28T21:19Z [----] followers, [----] engagements

"@BullPrototype It seems that $CRWV stays more on the sidelines of the debates but yes extremely bullish on the sector"
X Link 2026-01-29T02:02Z [----] followers, [---] engagements

"🚨 $META Q4: The Print Was Stronger Than The Narrative $META just reported Q4 and FY25 and the story is clearer than the price action suggests. Q4 revenue came in at $59.9B up 24% YoY. Full-year revenue reached $201B up 22%. This isnt deceleration. Its consistency at scale. Ads did the heavy lifting again. Ad impressions were up 18% YoY in Q4 while pricing rose 6%. Thats volume leading pricing following a healthy mix thats been repeating for multiple quarters. Operating margin compressed to 41% but context matters. Operating income still grew 20% YoY for the full year even as $META massively"
X Link 2026-01-29T12:14Z [----] followers, [---] engagements

"🚨Balance Sheet = Strategic Weapon While peers are refinancing and stretching leverage $NBIS enters [----] with: $4.8B cash $4.6B debt Net cash position 6x+ current ratio That flexibility matters. In capital-heavy infra liquidity = survival + opportunity"
X Link 2026-01-29T12:30Z [----] followers, [----] engagements

"Probably nothings. $PYPL $PYPL buyback yield hitting a new all-time high now at 11.5%. PayPal announced a dividend in Q3 targeting 10% of adjusted net income. Thats about $500M that wont go toward buybacksenough at current levels to repurchase roughly [--] million extra shares or 1% of shares https://t.co/ol5nZkpBFn $PYPL buyback yield hitting a new all-time high now at 11.5%. PayPal announced a dividend in Q3 targeting 10% of adjusted net income. Thats about $500M that wont go toward buybacksenough at current levels to repurchase roughly [--] million extra shares or 1% of shares"
X Link 2026-01-29T13:18Z [----] followers, [---] engagements

"Todays market punishes businesses that dont fit simple templates. $NBIS doesnt fit. Thats not a weakness. Thats the opportunity"
X Link 2026-01-29T13:22Z [----] followers, [---] engagements

"Exactly one year ago $HIMS started its real breakout. Late January: $29 🟢 Mid February: $49 +68% in weeks. ✅ Same zone. Same emotions. Same opportunity. Volatility is the price of admission"
X Link 2026-01-29T16:36Z [----] followers, [---] engagements

"Bought few more $ZETA today. 🤝"
X Link 2026-01-29T16:38Z [----] followers, [---] engagements

"@retail_mourinho Congrats Sir🫡"
X Link 2026-01-29T22:26Z [----] followers, [--] engagements

"🚨BREAKING NEWS President Trump officially selects Kevin Warsh as new Federal Reserve Chair"
X Link 2026-01-30T11:58Z [----] followers, [---] engagements

"🚨 $NBIS The Real Risk Is Precision Not Demand The article nails the core risk: Not demand. Not customers. Not funding. Delivery timing. Every quarter depends on: Power Interconnects GPU activation Scheduling At this scale execution becomes the moat. If they deliver long-term franchise. If they slip market punishes fast. Simple. https://twitter.com/i/web/status/2017211819212013637 https://twitter.com/i/web/status/2017211819212013637"
X Link 2026-01-30T12:22Z [----] followers, [----] engagements

"Why This Phase Feels So Uncomfortable $NBIS This is the worst part of the cycle: Big spending Delayed revenue No obvious payoff yet It feels wrong. Thats why most people quit here. Right before it works"
X Link 2026-01-30T12:33Z [----] followers, [----] engagements

"$NBIS Backlog Is the Real Moat Anyone can announce strong demand. Few can show $22B+ already signed. Backlog is: Visibility Pricing power Execution pressure Its boring. Its powerful"
X Link 2026-01-30T13:00Z [----] followers, [----] engagements

"Every infrastructure winner looks too capital intensive right before it becomes indispensable. $NBIS AWS felt the same. So did Azure"
X Link 2026-01-30T13:26Z [----] followers, [----] engagements

"🚨Why I Believe $NBIS Is a Clear Multibagger 👇 (And Why Recent Volatility Doesnt Change the Thesis) 1/12🧵"
X Link 2026-02-01T22:24Z [----] followers, 16.3K engagements

"2/12 $NBIS Let me be clear upfront. This is not a next quarter trade. This is not about timing the next bounce. This is a multi-year infrastructure compounding story that the market still doesnt know how to price. Recent market sell-offs AI rotations and macro noise havent changed that. If youre looking for fast narratives this isnt it. If youre looking for execution-backed asymmetry keep reading. 👇 https://twitter.com/i/web/status/2018088208823963717 https://twitter.com/i/web/status/2018088208823963717"
X Link 2026-02-01T22:24Z [----] followers, [----] engagements

"6/12 $NBIS [--]. Execution Is the Real Moat GPUs are not the moat. Anyone with capital can buy GPUs. Optimization is the moat. Nebius runs a vertically integrated stack: Custom racks Advanced cooling Power-aware architecture In-house orchestration Result: Lower cost per unit Higher utilization Better reliability Once workloads are optimized at this level switching becomes painful. Thats real stickiness"
X Link 2026-02-01T22:25Z [----] followers, [---] engagements

"7/12 [--]. Built by Operators Not Traders $NBIS wasnt built by repurposing mining rigs. It was built by people whove spent decades scaling real platforms. Led by Arkady Volozh with [----] engineers experienced in large-scale systems. You see it in: Conservative finance Contract-backed CapEx Short depreciation cycles Reliability-first mindset This is how durable infrastructure gets built"
X Link 2026-02-01T22:25Z [----] followers, [---] engagements

"8/12 [--]. The Developer Flywheel Is Quietly Working Nebius is becoming developer-first in ways most people miss. Token pricing. Transparent usage. Flexible deployments. That matters enormously for AI-native teams. Low friction to start. High friction to leave. Thats how platforms win long-term. https://twitter.com/i/web/status/2018088227421208959 https://twitter.com/i/web/status/2018088227421208959"
X Link 2026-02-01T22:25Z [----] followers, [---] engagements

"Reading these comments is always bullish. First everyone was posting pics working at McDonalds. Now theyre predicting the big crash. Fear and panic have taken over. Thats usually how market bottoms are formed. 🫡 Black monday. Black monday"
X Link 2026-02-07T20:26Z [----] followers, [---] engagements

"🚨 NEW $KULR investment threads on the way. One is ready and another more deep one will be out tomorrow. who wants in✋"
X Link 2025-02-18T00:45Z [----] followers, [----] engagements

"$NBIS and its Yandex roots. 👇 The execution track record most people ignore 🧵"
X Link 2026-01-09T14:47Z [----] followers, [----] engagements

"📌 $NBIS fact #8 $NBIS is a thesis where patience is as important an input as capital. 📌 $NBIS fact #7 Nebius volatility does not reflect business weakness. It reflects the markets difficulty in valuing companies with heavy capex and deferred revenue. 📌 $NBIS fact #7 Nebius volatility does not reflect business weakness. It reflects the markets difficulty in valuing companies with heavy capex and deferred revenue"
X Link 2026-01-11T18:54Z [----] followers, [----] engagements

"📌 $NBIS fact #9 ClickHouse is taking share from traditional databases at an incredible pace. Companies like Cloudflare Spotify Meta Microsoft Uber GitLab and eBay already run mission-critical workloads on it. Nebius Groups stake in ClickHouse is worth far more than what the market is pricing in today. This isnt optionality. Its direct exposure to the data layer of the AI era. 📌 $NBIS fact #8 $NBIS is a thesis where patience is as important an input as capital. 📌 $NBIS fact #8 $NBIS is a thesis where patience is as important an input as capital"
X Link 2026-01-12T14:27Z [----] followers, [----] engagements

"Who wants a new $KULR thread 🧵 [---] likes and I'll upload it tomorrow. 👍"
X Link 2024-12-24T03:43Z [----] followers, [----] engagements

"$KULR IS NUCLEAR ENERGY $KULR IS FUTURE.🔋 ⚡ Michael Mo has pointed out that a search on ChatGPT consumes [--] times more energy than one on Google highlighting the significance of energy consumption in emerging technologies. @realDonaldTrump has positioned himself in favor of nuclear energy emphasizing its potential for the future energy landscape. Nuclear power with its low carbon emissions and reliability is crucial for fighting climate change and ensuring energy independence. Companies like $KULR can benefit by developing advanced materials for nuclear waste management enhancing energy"
X Link 2024-12-26T00:37Z [----] followers, [----] engagements

"Meet Dr. William Walker - Chief Technology Officer of $KULR Technology Group former #NASA engineer. Without a doubt one of our greatest talents: 🧵"
X Link 2025-01-24T18:24Z [----] followers, [----] engagements

"🚨BREAKING NEWS🚨 🚀 $KULR + EDOM Technology Partnership 🚀 $KULR has teamed up with EDOM Technology to bring cutting-edge AI solutions to Taiwan a global hub for AI supply chains 🤖 🔹 Whats happening Distribution & integration of KULRs KXV and KULR ONE products Addressing the need for large-scale systems cooling in the growing AI ecosystem Supported by the massive $500B push to accelerate AI infrastructure expansion in the US 💥 🔹 Why Taiwan Taiwan plays a key role in AI infrastructure 🌐 KULR will leverage EDOMs deep NVIDIA connections and expertise to scale its AI business ✅KULRs recent"
X Link 2025-01-27T13:43Z [----] followers, [----] engagements

"$KULR ALMOST 20% UP ✅ WITH NO NEWS. WHICH INSTITUTIONS MIGHT BE BUYING 👀 @michaelmokulr PUSH THE ATM MORE $BTC COMING GUYS 😎"
X Link 2025-02-10T17:22Z [----] followers, [----] engagements

"🚨 $KULR Technology and Worksport announce a strategic partnership 🤝 ✅ The goal: advancing battery technology and strengthening domestic manufacturing. Key areas of collaboration include: 👇1/2"
X Link 2025-02-13T13:42Z [----] followers, [----] engagements

"$KULR INSTITUTIONAL OWNERSHIP GOD CANDLE 🟩 ☝ 🚨02/12 institutional move We highlight the purchase of 1.7M shares by Boston-based fund manager Geode Capital Management. $KULR https://t.co/MPLBZqzsE9 🚨02/12 institutional move We highlight the purchase of 1.7M shares by Boston-based fund manager Geode Capital Management. $KULR https://t.co/MPLBZqzsE9"
X Link 2025-02-13T21:29Z [----] followers, [----] engagements

"I'm preparing adeep thread on $KULR with context on the price and what's been happening lately. Who wants me to release it today 🤚"
X Link 2025-02-16T22:51Z [----] followers, [----] engagements

"Here it is freshly out of the oven. $KULR 👇 Why I Believe $KULR is a Sleeping Giant. Long Thread . 🧵1/21 https://t.co/gVZuUktkyS Why I Believe $KULR is a Sleeping Giant. Long Thread . 🧵1/21 https://t.co/gVZuUktkyS"
X Link 2025-02-17T00:43Z [----] followers, 10K engagements

"💡21 Insights on Patience and Long-Term Vision for $KULR and $BTC Investors"
X Link 2025-02-20T01:35Z [----] followers, 12.4K engagements

"🚨 In tribute to this incredible gift that my dear girlfriend has given me tomorrow we have a new and extensive thread about $KULR where I will dive deep into all the company's business avenues. 🙌"
X Link 2025-02-23T03:17Z [----] followers, [----] engagements

"$NBIS Mispriced risk ❌ The market keeps pricing Nebius Group as if demand were uncertain. It isnt. The only uncertainty is how fast the market realizes it mispriced execution risk as business risk"
X Link 2026-01-12T14:44Z [----] followers, [----] engagements

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