@Axel_Lynch_Inv Axel Lynch

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

Engagements: [-----] #

• [--] Week [------] -4.20%
• [--] Month [-------] +257%
• [--] Months [-------] +336,095%

Mentions: [--] #

• [--] Month [--] -6.30%
• [--] Months [---] +10,900%

Followers: [---] #

• [--] Week [---] +7.70%
• [--] Month [---] +49%

CreatorRank: [-------] #

Social Influence

Social category influence stocks 32.04% technology brands 21.36% finance 10.68% formula 1 1.94% countries 1.94% luxury brands 0.97% automotive brands 0.97% travel destinations 0.97% currencies 0.97% cryptocurrencies 0.97%

Social topic influence $nbis #65, ai 12.62%, $iren #378, microsoft 9.71%, meta 9.71%, $meta 7.77%, $msft 6.8%, market 5.83%, avec 4.85%, this is 4.85%

Top accounts mentioned or mentioned by @fransbakker9812 @babyfolio @danielr06814508 @thekamahsutra @jiahanjimliu @agrippainv @spiraloutone @wsm_97 @romanchernin @elliotgarreffa @adamyoon7 @tacticzh @fminside @fmacidphire2185 @mvcinvesting @s2fnvhw80difwyl @pepemaltese @owonine @bruno0879 @elontus51482292

Top assets mentioned Nebius Group N.V. Class A Ordinary Shares (NBIS) Iris Energy Limited (IREN) Microsoft Corp. (MSFT) Metadium (META) Amazon.com, Inc. (AMZN) DLocal Limited (DLO) Deckers Outdoor, Corp. (DECK) NuCypher (NU) NVIDIA Corp. (NVDA) Oracle Corporation (ORCL) Alphabet Inc Class A (GOOGL) Nu Holdings Ltd. (NU)

Top Social Posts

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

"Portfolio update : Sometimes market irrationality forces a return to fundamentals. 100% $NBIS https://twitter.com/i/web/status/2021587526859821235 https://twitter.com/i/web/status/2021587526859821235"
X Link 2026-02-11T14:10Z [---] followers, 11.8K engagements

"@babyfolio Even him knows nothing. But easy to do this on those stocks and gets likes"
X Link 2025-10-25T18:40Z [---] followers, [--] engagements

"@accounting_ds There isnt really any reason that would justify the stock going to $150 after earnings"
X Link 2025-11-10T20:15Z [---] followers, [--] engagements

"DLOCAL Analysis $DLO The $0 CAC Platform That Connects Tech Giants to [--] Billion People I just published my complete analysis of dLocal $DLO - my newest position at 9% of my portfolio. The numbers are even more compelling than I expected at $14.39. The Setup $10.4 billion TPV. +59% year-over-year. Fourth consecutive quarter above 50% growth. Clients include Amazon Microsoft Meta Netflix. 18% net margin 149% NRR. Trading at a PEG of [----]. Most investors see an emerging markets fintech risk. I see something different. Three Numbers That Tell the Story $0 - What dLocal spends on customer"
X Link 2026-01-26T12:44Z [---] followers, [---] engagements

"Meta and Microsoft Just Reported. What Changed for Nebius. $META $MSFT $NBIS"
X Link 2026-01-29T13:40Z [---] followers, 48.9K engagements

"$DECK Deckers Outdoor Post-Q3 update Rated 88/100 on my January watchlist. Q3 results were released on Friday: a clean beat across the board (+18% HOKA +13% EPS guidance raised). The stock jumped +20% in a single session. Issue: at $119 my score drops to 79/100. The business is exceptional (36% ROCE 22.5% margins A+ management massive international runway) but the market is already pricing in excellence. P/E 17.5x PEG 1.8x asymmetry 0.7:1 fair value no longer cheap. I am no longer a buyer at these levels. I unfortunately couldnt enter the position as I was focused on the top four names in my"
X Link 2026-02-01T15:51Z [---] followers, [---] engagements

"What to Expect from Nebius $NBIS Q4 Results Nebius will report Q4 results on February [--]. This quarter is highly anticipated for one simple reason: for the first time it will start providing answers to the only question that really matters now. Not demand. Thats already signed. But execution. Nebius has secured massive backlog with Microsoft $MSFT and Meta $META ($20B+). The market doesnt doubt hyperscaler interest. What its waiting to see now is whether this capacity can be delivered on time activated and converted into recurring revenue. The volatility in the stock reflects this"
X Link 2026-02-03T13:14Z [---] followers, 16.5K engagements

"What a incredible pleasure to have had the opportunity to buy $NBIS at $75. I repeat. Seventy-five dollars"
X Link 2026-02-05T17:43Z [---] followers, 18.6K engagements

"Nebius $NBIS : What Roman Chernins Interview Elliot Garreffa Really Reveals INTERVIEW ANALYSIS Roman Chernin @romanchernin (Chief Business Officer at Nebius) just gave an interview to Elliot Garreffa @elliot_garreffa that clarifies the companys real strategy. And its radically different from how the company is currently being priced. The Microsoft $MSFT ($17-19B) and Meta $META ($3B) deals are not the business model - theyre financing tools to build a specialized AI cloud for the mid-market. The market values Nebius as an infrastructure subcontractor. Chernin explicitly says this is wrong."
X Link 2026-02-06T13:43Z [---] followers, 36K engagements

"Sometimes market irrationality forces a return to fundamentals. $NBIS at 75$ I sold all my other stocks to return to the one where I feel comfortable: 100% $NBIS"
X Link 2026-02-06T15:07Z [---] followers, 25.4K engagements

"@AdamYoon7 Does asking for proof of something that can be so easily photoshopped still really make sense I held $DLO and $NU which I was very happy with as other positions but at $75 I decided to put everything into $NBIS again"
X Link 2026-02-06T15:59Z [---] followers, [----] engagements

"Where are the CapEx going Here's the answer: 45% of cloud spending ends up at Nvidia. $NVDA trades at 26x [----] earnings with +59% growth. PEG: [---] $META $MSFT $AMZN $GOOG are spending a quarter trillion on GPUs. The market says "NVDA is too expensive." One of them is wrong. https://twitter.com/i/web/status/2020854631530656138 https://twitter.com/i/web/status/2020854631530656138"
X Link 2026-02-09T13:37Z [---] followers, [----] engagements

"Interesting take and there are clearly some positive signals in what you're listing. But I think we need to be careful not to turn a collection of clues into a foregone conclusion. A few important nuances in my view: - The process-of-elimination reasoning ( $IREN announces nothing $NBIS "must have something") is suggestive not conclusive. The absence of news elsewhere isn't proof of upside here. - The bull case of $7-9B ARR by end of [----] is possible but it's not yet the base case scenario. Everything depends on the activation pace (active MW) not signed contracts or committed capex. - $5B"
X Link 2026-02-10T13:25Z [---] followers, [---] engagements

"$NBIS Q4 Pre-Earnings Reading Framework How Ill Read the February [--] [----] Results THE [--] NUMBERS TO WATCH [--]. ARR end-2025 (guidance: $900M-$1.1B) 🟢 $1B strong execution 🟡 $900M-$1B in-line 🔴 $900M credibility test [--]. Active MW end-2025 (Q3 baseline: [---] MW) 🟢 [---] MW ahead of schedule 🟡 120-150 MW on track 🔴 [---] MW ramp speed questions [--]. [----] Guidance ($7-9B ARR) 🟢 Maintained confidence intact 🔴 Adjusted credibility under pressure SECONDARY SIGNALS Core EBITDA margin: 18%+ = solid 15% = pricing questions Cash: $4-5B (critical for [----] financing) EXPECTED CLARIFICATIONS $MSFT/ $META"
X Link 2026-02-11T10:06Z [---] followers, 12.6K engagements

"Fair point. I agree technicals can reflect positioning and short-term sentiment especially into earnings. Theyre useful to gauge where the pressure is building. My only pushback is that ahead of a binary event like this price action often reflects risk reduction more than information. Tomorrow its ARR active MWs and guidance that decide. Everything else is secondary. https://twitter.com/i/web/status/2021717146984714248 https://twitter.com/i/web/status/2021717146984714248"
X Link 2026-02-11T22:45Z [---] followers, [--] engagements

"What the $NBIS Earnings Call Taught Us On February [--] [----] Nebius reported Q4 [----] results. The market reacted negatively in pre-market (-7% ultimately flat) on a revenue miss despite massive ARR. The earnings call brought critical clarifications. Here's what you need to know. THE REVENUE "MISS" WAS A TIMING ISSUE 🟢 The number that spooked the market: Q4 Revenue: $227.7M vs $245M consensus 🔴 What the call clarified: 🟢🟢🟢 Dado Alonso (CFO): "The difference between ARR and revenue is logical. Our revenues and ARR reflect the deployment schedule of our capacity throughout the year with the"
X Link 2026-02-12T15:54Z [---] followers, [----] engagements

"@kuchmd Haha Ill stay on the investor side 😚 Im not trying to spin it just to read what actually matters. Headline revenue and capex noise grab attention. ARR at $1.25B and [---] MW active ahead of plan tell you what the machine is really doing. Execution optics"
X Link 2026-02-12T17:28Z [---] followers, [--] engagements

"Good question. I think the market is over-focusing on accounting depreciation and under-focusing on economic utilization. Three points: 1/ Prepaid contracts reduce residual value risk Nebius ended Q4 with $1.6B in deferred revenue. A large portion of capacity is contracted multi-year. If GPUs are fully utilized under prepaid agreements the economic return is largely captured upfront. Depreciation impacts accounting not necessarily cash economics. 2/ Market pricing contradicts the thesis On the call management noted Hopper systems are sold out with 12+ month renewals and pricing nudging"
X Link 2026-02-12T17:34Z [---] followers, [--] engagements

"I get the speedrun analogy the roadmap is aggressive and that naturally makes people uncomfortable. But at some point it stops being a story and starts being numbers. $1.25B ARR 170MW active vs [---] guided $MSFT delivered on time $META in service positive OCF thats execution not belief. You dont need to believe for the financials to work. You need to believe they can sustain this pace. Thats where the debate actually is. https://twitter.com/i/web/status/2022011905259319620 https://twitter.com/i/web/status/2022011905259319620"
X Link 2026-02-12T18:16Z [---] followers, [---] engagements

"@FransBakker9812 @DanielR06814508 @TheKamaHsutra @jiahanjimliu Totally agree both can win. $IREN scales bare metal $NBIS scales integration. But worth noting: NBISs 300MW+ Vineland buildout is already contracted via Microsoft. Different lanes yes but NBISs PaaS model compounds faster once capacity ramps"
X Link 2025-10-17T08:15Z [---] followers, [---] engagements

"@DanielR06814508 @TheKamaHsutra @jiahanjimliu @FransBakker9812 Valid point power is the main constraint. But when MWs are scarce efficiency is the edge. Software that squeezes more training and inference per watt is pure margin. Thats exactly where $NBIS differentiates: density orchestration utilization not raw MW"
X Link 2025-10-17T20:23Z [---] followers, [---] engagements

"@TheKamaHsutra @DanielR06814508 @jiahanjimliu @FransBakker9812 Totally fair point. AI is definitely eroding some traditional software moats. But energy moats can also get commoditized fast when capacity floods in. The real edge is integration: the players who connect software + infra efficiently will own the future"
X Link 2025-10-18T10:43Z [---] followers, [--] engagements

"@McLarenF1France @LandoNorris @RGrosjean On veut un championnat avec de la bataille va dire a ton quipe"
X Link 2025-10-19T07:32Z [---] followers, [--] engagements

"@StockSavvyShay @mweinbach Great visual but this framing is misleading. The $650B isnt what users must pay its the aggregate productivity value AI needs to create for a 10% ROI. The returns wont come from $180 Netflix subs but from efficiency gains across every industry"
X Link 2025-11-12T13:35Z [---] followers, [----] engagements

"@Cladounnet @xSangOr En direct oui mais tu remarqueras en replay durant les reportages pendant le week-end Canal floute le sponsor de McLaren"
X Link 2025-11-15T08:34Z [---] followers, [--] engagements

"NU HOLDINGS $NU The $7 Customer That Generates $270 I just published my complete analysis of Nubank - and the numbers are harder to ignore than I expected. The Setup [---] million customers. More than the populations of France and Germany combined. Third-largest financial institution in Brazil. Growing 40%+ annually. Trading at a PEG of [----] (Finviz data) Most investors see just another fintech. I see something different. Three Numbers That Tell the Story - $7 - What Nubank spends to acquire a customer (vs $300-600 for traditional banks) - 71% - Percentage of customers who come through"
X Link 2026-01-11T16:48Z [---] followers, [----] engagements

"$NBIS vs $IREN : Same client opposite stories IREN is building the walls NBIS is building the platform One sells megawatts the other sells performance Thats why NBIS earns software margins while IREN earns utility margins Full breakdown: NBISMSFT deal vs IRENMSFT deal"
X Link 2025-11-04T09:00Z [---] followers, 77.9K engagements

"$NBIS Q4: Execution Validates the Thesis 🎉 Key metrics Revenue $227.7M vs $245M est 🔴 (miss) ARR $1.25B vs $900M-$1.1B guide 🟢🟢🟢 (+14% beat) Active MW [---] vs [---] baseline Q3 🟢🟢🟢 (+70%) Adj EBITDA 24% margin (vs 15-17% expected) 🟢🟢 Operating Cash Flow +$834M (first positive quarter) 🟢🟢🟢 🎉 [----] guidance $7-9B ARR maintained 🟢 (implies 5.6-7.2x growth) 3GW contracted 🟢🟢 (raised from 2.5GW) 2GW already secured today 🟢🟢🟢 (9mo ahead) 800MW-1GW connected power by YE 🟢 Execution signals $MSFT first tranche delivered on time 🟢🟢 $META fully in servicing stage 🟢🟢 $1.6B deferred"
X Link 2026-02-12T12:42Z [---] followers, 22.1K engagements

"It was only [--] days ago. $75 was absurdly irrational. Up 30% since. $NBIS What a incredible pleasure to have had the opportunity to buy $NBIS at $75. I repeat. Seventy-five dollars. https://t.co/aFFQ5uak6s What a incredible pleasure to have had the opportunity to buy $NBIS at $75. I repeat. Seventy-five dollars. https://t.co/aFFQ5uak6s"
X Link 2026-02-15T10:04Z [---] followers, [----] engagements

"@bitcoinbutcher1 Sounds great. Id actually love to see that dialed-down version the high case is exciting but the realistic one is where conviction is built. Really appreciate how open you are to feedback makes the discussion way more valuable"
X Link 2025-10-19T18:01Z [---] followers, [---] engagements

"@TacticzH Solid reasoning. But $NBIS is likely to have 600MW online by mid-2027 not 40%. At $910M ARR/MW and 8085% utilization thats $4.24.8B in annualized run-rate. So your $4.3B looks realistic maybe even a touch conservative if another hyperscaler joins before then"
X Link 2025-10-21T12:01Z [---] followers, [---] engagements

"@TacticzH I wouldnt say youre too conservative maybe just cautious. Most models miss how front-loaded $NBISs build-out is. [--] GW isnt a [----] goal its contracted for [----]. With ramps in Finland Israel & Central Europe [----] revenue could top $5B if utilization & pricing hold"
X Link 2025-10-21T12:05Z [---] followers, [---] engagements

"@MVanbrunsc47513 Sharp"
X Link 2025-10-21T12:10Z [---] followers, [--] engagements

"@TopTechStocksUS Good point on staying calm but lets stay factual too. Retail holds 50% of $NBIS which explains volatility. Still theres no clear sign of hedge funds forcing sales. The -2% institutional drop looks more like normal rebalancing than a coordinated pressure move"
X Link 2025-10-21T14:55Z [---] followers, [---] engagements

"In [--] years of investing Ive never been this calm during a steady slide. $NBIS keeps drifting lower yet each dip makes me more convinced Im standing right before a major upside. Maybe Ill be wrong but thats genuinely how it feels right now"
X Link 2025-10-21T18:00Z [---] followers, [---] engagements

"$NBIS $100 Time to buy more 😋"
X Link 2025-10-22T14:25Z [---] followers, [---] engagements

"@babyfolio From 18% ten days ago Ill be at 72% of my portfolio in $NBIS at todays open. Im more confident than ever that Im making the right decision"
X Link 2025-10-23T08:31Z [---] followers, [---] engagements

"@MarwanBelkacem Le changement et la perte dhabitudes nexplique pas tout. Une interface russie est une interface o tout est intuitif. L les zones dactions changent chaque menus et il faut plus de clics quavant pour faire des choses simples. Et la fluidit du jeu est catastrophique"
X Link 2025-10-24T11:30Z [---] followers, [---] engagements

"@fminside @FMAcidphire2185 Also if something gets posted a [---] times maybe its something they could have realized if they had just taken the time to test the game internally at least once before releasing a beta they had two years to prepare"
X Link 2025-10-27T12:59Z [---] followers, [---] engagements

"@FMAcidphire2185 @fminside This amount of bugs and UI/UX mistakes after [--] years isn't acceptable It's a massive fail. Theyre hiding their intentions they wanted to turn a PC game into a console game they did it at the massive expense of the keyboard/mouse experience their core players for the past 20y"
X Link 2025-10-27T13:56Z [---] followers, [---] engagements

"@jjrinvest Be patient"
X Link 2025-10-28T17:42Z [---] followers, [---] engagements

"🚨 $NBIS just confirmed integration of $NVDA s Nemotron Nano [--] VL into Nebius AI Studio. Not just a tech update its a structural shift ✅ Official NVIDIA partner ✅ Full-stack AI platform (infra + software) ✅ SaaS-like ARR coming ✅ 7080% margins ahead Rerating starts now"
X Link 2025-10-28T19:36Z [---] followers, 27.9K engagements

"@mvcinvesting People were hoping for the best-case scenario but this is still a fantastic announcement for $NBIS. My thoughts"
X Link 2025-10-28T19:59Z [---] followers, [----] engagements

"@s2Fnvhw80DifwYL thats my analysis you reshared a mention wouldve been nice 😉"
X Link 2025-10-29T07:17Z [---] followers, [---] engagements

"@witsel__ Pas joueur mais Guy Roux"
X Link 2025-10-29T07:19Z [---] followers, [----] engagements

"@s2Fnvhw80DifwYL No worries man appreciate it if you found it helpful happy to hear that"
X Link 2025-10-29T07:27Z [---] followers, [--] engagements

"If true this is massive🚨 NVIDIAs attempt to standardize AI cloud UX with DGX Lepton couldve killed margins across the neocloud space but its now collapsing under its own weight. This clears the runway for $NBIS and other full-stack AI clouds to dominate. BREAKING: A couple months ago NeoClouds were scared that NVIDIAs DGX Lepton was going to commoditize their margins. This is no longer the case as NVIDIA is already on a path to ruin DGX Lepton. We will break it down below 👇 The premise of why DGX Lepton was could potentially https://t.co/sMid5bnqfR BREAKING: A couple months ago NeoClouds"
X Link 2025-10-31T11:17Z [---] followers, [---] engagements

"@Barnabebourse tranges ces 43% d'$AAPL qui dpassent la moiti du camembert coquille je pense"
X Link 2025-11-01T13:49Z [---] followers, [---] engagements

"@Loris_Dalleau $NBIS sans la moindre hsitation"
X Link 2025-11-01T21:13Z [---] followers, [---] engagements

"@OakenshieldVGX $IREN may look cheaper per GW but $NBIS generates $910B ARR/GW at 75-80% margins vs $8B/GW at 45-55% for $IREN So every GW at $NBIS is [--] more profitable and scales through software not concrete Cheap watts valuable watts"
X Link 2025-11-01T21:44Z [---] followers, [---] engagements

"@proof_of_thermo Tell me where Im wrong. Id be glad to correct my mistakes"
X Link 2025-11-04T14:14Z [---] followers, [----] engagements

"@gary_pallett Useless analysis since the companies didnt start from the same point so the evolution of their valuations says nothing about what the future holds for either of them. And as far as I know we invest for the future not the past"
X Link 2025-11-04T17:03Z [---] followers, [----] engagements

"@Agrippa_Inv 1/ Even with 0% convertibles IRENs model remains capex-heavy every MW still demands billions upfront. Changing the funding mix doesnt fix that 2/ NBIS isnt selling bare metal the MSFT deal explicitly includes its orchestration layer. Its a true AI cloud"
X Link 2025-11-04T22:51Z [---] followers, [----] engagements

"What to expect and what NOT to expect for Nebius Q3 earnings on Tuesday 🔎 $NBIS"
X Link 2025-11-09T20:39Z [---] followers, 29.2K engagements

"@WSM_97 Thats exactly the point Q3 isnt where the acceleration shows up. The real step-change comes as new capacity ramps in Q4 and into [----] If expectations get too high for this call it just sets people up for unnecessary stress The thesis hasnt changed no need to rush the story"
X Link 2025-11-09T22:04Z [---] followers, [---] engagements

"@Spiralout_one Agree on no new hyperscaler this call. On FY2026 ARR could go either way. Last years early guidance came with clearer pipeline. This time capacity ramps in Q4/early [----] so they may wait. If theres no FY2026 guide yet its not bearish just timing"
X Link 2025-11-09T22:08Z [---] followers, [---] engagements

"@Spiralout_one Maybe Im not too attached to the exact revenue print this quarter. Q3 is basically the setup Q4 and Q1 are where the real capacity ramps start showing in the numbers. So Ill be watching timelines + guidance more than the headline revenue number here"
X Link 2025-11-09T23:24Z [---] followers, [---] engagements

"@PJHemmerich Glad youre enjoying the content. Thanks from Paris"
X Link 2025-11-10T16:30Z [---] followers, [---] engagements

"@DollarCostAvg Capacity isnt a moat. Capital solves capacity. What matters is $/MW yield. $IREN can earn $5080M ARR per GW. $NBIS guides toward $700900M ARR per GW-equivalent once fully loaded. The winners wont be the biggest warehouses but the highest-yield platforms"
X Link 2025-11-11T20:16Z [---] followers, [----] engagements

"$NBIS After Q3 What Now"
X Link 2025-11-12T13:31Z [---] followers, [---] engagements

"@yianisz Absolutely nailed it. This is the cleanest explanation of why $NBIS isnt just another AI infra play. They solved the constraint everyone else is stuck in. Not a hype story a structural edge. Best summary Ive seen since the earnings call"
X Link 2025-11-12T13:52Z [---] followers, [---] engagements

"@Cheguevasky bah il n'y a pas de montage financier ils payent la moiti son salaire et n'ont pas d'option d'achat. Lyon rcupre un bon joueur pour [--] mois et pour le Real ils font jouer un joueur qui actuellement ne joue pas il prend potentiellement de l'xp et de la valeur"
X Link 2025-11-13T10:43Z [---] followers, [---] engagements

"How do you handle your emotional position in $NBIS Heres the formula to apply: Number of shares you own x your 3-year target price = real value of your investment if you're ready to ignore the short term. So what's your price Tell me"
X Link 2025-11-14T13:13Z [---] followers, [---] engagements

"@BetaEleven @NeuralCadence Numbers look clean but the curve is fully smoothed. Mgmt never guided for a steady monthly ramp they talked about big steps when sites and GPUs go live. 8B by Dec [--] might happen but with that shape it looks like a base-bull scenario not guidance"
X Link 2025-11-16T16:21Z [---] followers, [--] engagements

"@FransBakker9812 @midlevelcruiser @theBTCMiningGuy @MikePowerX @chrisguz @NotFinancial Land and power matter agreed. But NBIS doesnt resemble $CRWV or $ORCL because the economics come from multi tenant utilization and software driven revenue per MW. $IREN and $NBIS scale two different layers so the comparison breaks down"
X Link 2025-11-17T08:00Z [---] followers, [---] engagements

"@MarkosAAIG @babyfolio Thats nothing else even if there is absolutely no scientific evidence of efficiency"
X Link 2025-11-17T11:36Z [---] followers, [--] engagements

"NEBIUS Analysis $NBIS Building AI Infrastructure fast With $20B+ Pre-Sold I just published my complete analysis of Nebius - my largest position at 89% of my portfolio. The Setup Pure-play AI infrastructure. Builds GPU clusters in 12-18 months vs 24-36 industry standard. Microsoft contracts worth $17-19B. Meta contracts worth $3B. Guidance $7-9B ARR by end-2026 with over half already contracted. Most investors see risky capital-intensive infrastructure. I see pre-sold capacity trading at a massive discount. Three Numbers That Tell the Story 50% - Percentage of the $7-9B [----] ARR guidance"
X Link 2026-01-13T12:07Z [---] followers, [----] engagements

"Full analysis : https://open.substack.com/pub/axellynch/p/meta-and-microsoft-the-demand-riskr=18o229&utm_medium=ios&shareImageVariant=overlay https://open.substack.com/pub/axellynch/p/meta-and-microsoft-the-demand-riskr=18o229&utm_medium=ios&shareImageVariant=overlay"
X Link 2026-01-29T18:19Z [---] followers, [----] engagements

"@ValuePlay52109 https://open.substack.com/pub/axellynch/p/meta-and-microsoft-the-demand-riskr=18o229&utm_medium=ios&shareImageVariant=overlay https://open.substack.com/pub/axellynch/p/meta-and-microsoft-the-demand-riskr=18o229&utm_medium=ios&shareImageVariant=overlay"
X Link 2026-01-29T18:19Z [---] followers, [----] engagements

"@BottomUpEquity Stifel nailed the beat & raise call UGG execution was solid. The question now isnt execution its asymmetry after the rally. At 17.5x FY26 $DECK looks fairly valued. The setup improves again closer to $105110"
X Link 2026-02-01T16:07Z [---] followers, [--] engagements

"@DOMOCAPITAL The buybacks are real and very well executed. $348M at $92 in Q3 and $813M YTD at $101 is excellent capital allocation. That said buybacks support EPS and downside protection they dont automatically justify a move back to $200 without a steeper FY27 growth slope"
X Link 2026-02-01T16:10Z [---] followers, [--] engagements

"What to Expect from Nebius $NBIS Q4 Results Nebius will report Q4 results on February [--]. This quarter is highly anticipated for one simple reason: for the first time it will start providing answers to the only question that really matters now. Not demand. Thats already signed. But execution. Nebius has secured massive backlog with Microsoft $MSFT and Meta $META ($20B+). The market doesnt doubt hyperscaler interest. What its waiting to see now is whether this capacity can be delivered on time activated and converted into recurring revenue. The volatility in the stock reflects this"
X Link 2026-02-02T21:02Z [---] followers, [--] engagements

"@Spiralout_one @romanchernin @elliot_garreffa Thanks Im a bit less familiar with CoreWeave. After checking I adjusted the assumed valuation multiple for the [----] ARR"
X Link 2026-02-06T13:44Z [---] followers, [--] engagements

"$NBIS is 19% of my portfolio by far my strongest conviction. Profitable while scaling $17.4B Microsoft deal real moat full-stack integration no $ORCL or $IREN can match. Already delivering what others are still promising. Long $NBIS"
X Link 2025-10-09T20:37Z [---] followers, [---] engagements

"@RyshabTalks Shareholder of $CRMD and $MDGL after discovering them through your tweets doing my own analysis and being convinced"
X Link 2025-10-13T21:00Z [---] followers, [---] engagements

"@seafullofsharks @babyfolio https://x.com/LynchAIPorfolio/status/1977860508783927463 🚀 Two AI infrastructure rockets two opposite destinies. $NBIS just signed a $17.4B deal with Microsoft. $IREN turned Bitcoin mines into GPU farms. Both are up triple digits in [----] but only one is building a lasting fortress. Nebius vs Iris Energy : My deep dive 👇 https://t.co/B0VgpUZeOt https://x.com/LynchAIPorfolio/status/1977860508783927463 🚀 Two AI infrastructure rockets two opposite destinies. $NBIS just signed a $17.4B deal with Microsoft. $IREN turned Bitcoin mines into GPU farms. Both are up triple"
X Link 2025-10-15T06:32Z [---] followers, [--] engagements

"@rata_bursatil_ @TheRayMyers Yes I can see we have a few positions in common I actually considered Novo at some point and I used to hold $META. I sold after a 2x but I might get back in. Nice portfolio Heres my full portfolio in case some of the names might interest you"
X Link 2025-10-17T06:47Z [---] followers, [--] engagements

"@FransBakker9812 @DanielR06814508 @TheKamaHsutra @jiahanjimliu Anyway whether youre in $NBIS or $IREN todays gonna be a bloodbath 😅"
X Link 2025-10-17T08:47Z [---] followers, [---] engagements

"@Zack_Nani On dirait quils ont lanc le jeu sans lavoir test une seule fois cest fou. Surtout avec ans pour le sortir. Ca frle lincomptence"
X Link 2025-10-25T16:15Z [---] followers, [----] engagements

"@aleabitoreddit Fantastic breakdown A few complementary thoughts:"
X Link 2025-10-27T10:27Z [---] followers, [--] engagements

"@sortitoutsi FM26 Quick Tip: Play a Match Go to Home Settings Gameplay Advanced Options Season Overview Club Management Squad Hub Match Preparation Calendar Sync Upcoming Events Matchday Settings Confirm Return Play Match"
X Link 2025-10-27T15:06Z [---] followers, [----] engagements

"@MktMavPro All clues align New NVIDIA partner with: Native data integration engine Full AI agents stack Out-of-the-box Nemotron models Nebius just launched Aether (compliance orchestration data integration) runs those models and presents tonight in DC. Seems obvious. $NBIS"
X Link 2025-10-28T07:14Z [---] followers, [---] engagements

"@techinvestoor In my opinion the only way $AMZN could outperform $NBIS in the next five years would be if the worst-case scenario happened for Nebius"
X Link 2025-10-28T18:33Z [---] followers, [---] engagements

"@HappyOfficcer If people were here hoping for another multi-billion-dollar mega deal and think selling now makes sense for them good luck with their future trades. Im not moving an inch"
X Link 2025-10-28T19:57Z [---] followers, [---] engagements

"@Scioizmir35 Absolutely. These are strong strategic developments. They reinforce Nebiuss long-term positioning rather than chasing short-term hype. The NVIDIA partnership deepens credibility strengthens the moat and validates their sovereign AI infrastructure model"
X Link 2025-10-28T20:10Z [---] followers, [---] engagements

"Strong momentum for $NBIS this week. Real deals real growth. Quick breakdown 👇"
X Link 2025-10-30T13:50Z [---] followers, [----] engagements

"@genZinvest0r Straight to the bottom line sounds great on TV but this is an industrial contract not SaaS. $IREN will spend $8.8B to generate $9.7B in revenue margins will be thin not 60%. Its a strong deal for credibility yes but not profitability"
X Link 2025-11-04T12:49Z [---] followers, [---] engagements

"@mvcinvesting One good intuition once twenty years of the image of an oracle"
X Link 2025-11-04T13:25Z [---] followers, [--] engagements

"@pepe_maltese Thats fair but my thesis on $NBIS is long-term. Markets are fast at repricing headlines not structural shifts. Unless my analysis is wrong (always possible) I see volatility like this as noise or opportunity to add not to doubt"
X Link 2025-11-04T14:11Z [---] followers, [---] engagements

"@owoNine @Agrippa_Inv The question isnt who spends capex everyone does in AI infra. The question is who extracts more revenue per MW deployed. IREN = bare metal linear scaling. NBIS = multi-tenant + orchestration compounding scaling. Same GPUs different economics"
X Link 2025-11-07T07:21Z [---] followers, [---] engagements

"@Agrippa_Inv @owoNine You just proved youre not distinguishing between application-level orchestration (Azure controlled by Microsoft) and infrastructure-level orchestration (NBIS: cluster scheduling capacity allocation monitoring SLA tooling). Thats literally the core difference"
X Link 2025-11-07T11:52Z [---] followers, [--] engagements

"@FastNewsCorp Everything is possible. I invested everything I could into $NBIS. I unfortunately cant take advantage of short-term dips so I prefer not to pay too much attention to the short-term price"
X Link 2025-11-09T23:31Z [---] followers, [---] engagements

"@bruno_0879 performance annualise d'Air Liquide sur [--] ans avec les actions gratuites et dividende boost : [----] % par an. Pas mal pour une saucisse"
X Link 2025-11-10T08:44Z [---] followers, [----] engagements

"@bruno_0879 Alors j'avais fait une erreur dans mon calcul initiale mais dividendes rinvestis je viens de refaire les calculs la main avec Gemini puis une 3me fois avec ChatGPT et je trouve 146% les [--] fois"
X Link 2025-11-10T10:29Z [---] followers, [---] engagements

"@FerrariF1FRA Je trouve que Lewis est inaudible avec des performances aussi faibles. Sil avait t performant chez Mercedes durant les deux saisons prcdentes on pourrait lui accorder du crdit mais la vrit cest que a fait [--] ans quil est mdiocre"
X Link 2025-11-10T21:02Z [---] followers, [----] engagements

"$NBIS Q3 Review : The demand side is now clearly de-risked. The story moves to execution and deployment cadence. If the roadmap holds the long-term setup only strengthens. Im staying long 🟢"
X Link 2025-11-11T20:03Z [---] followers, [----] engagements

"Any skeptics about $NBIS Fine. Im a net buyer so every moment the market misprices it is just a chance to accumulate cheaper. If it flushes out the weak hands and the short-term crowd its healthier for Nebiuss long-term build. Hyper-execution Hyper-hype"
X Link 2025-11-12T08:39Z [---] followers, [---] engagements

"@GonebackOff Y a pas de commentaire effectivement puisqu'une faute est siffle avant et juste titre. Donc peu importe qu'il y ait main ou pas"
X Link 2025-11-12T09:41Z [---] followers, [---] engagements

"@PetitRentier Il est trop mconnu que $NBIS est ligible PEA. Probablement l'une des plus grosses ppites europennes et de loin"
X Link 2025-11-13T10:47Z [---] followers, [---] engagements

"Reading this the takeaway for $NBIS is obvious. The AI build-out isnt a [----] rerun its a cash-rich hyperscaler cycle fueled by real demand. As long as $MSFT $AMZN $GOOGL and $META keep ramping capex Nebius is sitting on the right side of the trend. Dear AI bears: this is not the dot-com bubble [---] Why todays AI build-out looks nothing like [----] and what that means for investors Every time the Nasdaq makes new highs bears compare the AI revolution to the dot-com bubble. Its an easy comparison but if you actually look https://t.co/9qdtMjk44N Dear AI bears: this is not the dot-com bubble [---] Why"
X Link 2025-11-16T19:38Z [---] followers, [----] engagements

"@pepe_maltese Short-term price moves dont always reflect fundamentals. Weve seen a small rotation into $IREN after its MSFT deal and some risk trimming before $NBIS earnings. Add to that a bit of AI fatigue in the market. Im not worried volatility around earnings is noise not signal"
X Link 2025-11-04T14:00Z [---] followers, [----] engagements

"Here are my monthly activation projections for $NBIS through [----]. Block based ramps not smoothed curves aligned with managements [---] MW to [--] GW guidance and the [--] to 9B ARR range. A realistic base case rather than a bull scenario"
X Link 2025-11-16T19:05Z [---] followers, [----] engagements

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