@CernunnosCap Cernunnos Capital

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

Engagements: [-----] #

• [--] Week [------] +628%
• [--] Month [------] +12%
• [--] Months [-------] +250%
• [--] Year [-------] +2,906,619%

Mentions: [--] #

• [--] Week [--] +126%
• [--] Month [---] +48%
• [--] Months [---] +231%
• [--] Year [---] +81,300%

Followers: [---] #

• [--] Week [---] +3.90%
• [--] Month [---] +9.10%
• [--] Months [---] +190%

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

Social Influence

Social category influence stocks 67.59% finance 17.59% cryptocurrencies 14.81% technology brands 9.26% countries 0.93% musicians 0.93% exchanges 0.93% celebrities 0.93% fashion brands 0.93%

Social topic influence $nbis #76, $iren #93, $hims #102, ai 13.89%, $nvo 10.19%, $asts #87, $oscr #29, $root #2, $hood 6.48%, $bmnr #120

Top accounts mentioned or mentioned by @grok @subtleinduction @longinvest32 @yodastockinvest @andrewdudum @otium33 @profitandlost @mochihealth @houmuza @jerbearrn @qcapital2020 @chamath @kabraxfx @rp3onx @vrvitaly @commonsenseplay @craigpr78225493 @alvaromysterio @rootinsurance @sgrastar

Top assets mentioned Nebius Group N.V. Class A Ordinary Shares (NBIS) Iris Energy Limited (IREN) Hims & Hers Health, Inc. (HIMS) Novo-Nordisk (NVO) AST SpaceMobile, Inc. Class A Common Stock (ASTS) Oscar Health, Inc. (OSCR) The Root Network (ROOT) Robinhood Markets, Inc. (HOOD) BITMINE IMMERSION TECH (BMNR) Chime Financial, Inc (CHYM) Eli Lilly and Company (LLY) Strategy (MSTR) Gambling.com Group Limited (GAMB) Palantir Technologies Inc. (PLTR) Microsoft Corp. (MSFT) Intel Corporation (INTC) Amazon.com, Inc. (AMZN) Duolingo, Inc. (DUOL) SPDR S&P [---] ETF Trust (SPY) Bitcoin (BTC) Cipher Mining Inc. Common Stock (CIFR) Omada Health, Inc (OMDA) reAlpha Tech Corp. (AIRE) Better Home & Finance Holding Company Class A Common Stock (BETR) Capital One Financial Corp. (COF) American Express Company (AXP) Alphabet Inc Class A (GOOGL) Metadium (META) Teladoc Health, Inc. (TDOC) Cisco Systems Inc (CSCO) Ethereum (ETH) Uber Technologies, Inc. (UBER)

Top Social Posts

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

"Portfolio Update 01/2026 🚀😎 Ultra-concentrated asymmetric bets: Scaled winners aggressively initiated new conviction plays fully exited laggards. ACTIVITY (Ownership % ): 🟢 $ASTS Add +57.00% 🟢 $OSCR Add +141.00% 🟢 $BMNR Add +38.00% 🟢 $CHYM Buy 🟢 $MSTR Buy 🔴 $HIMS Sell 100.00% 🔴 $AIRE Sell 100.00% $NBIS $ASTS $OSCR $BMNR $CHYM $MSTR https://twitter.com/i/web/status/2012613913419080049 https://twitter.com/i/web/status/2012613913419080049"
X Link 2026-01-17T19:52Z [---] followers, [----] engagements

"@EndicottInvests @mvcinvesting will be proud"
X Link 2025-07-26T16:41Z [---] followers, [---] engagements

"@KabraxFX Next potential partnership is $CHYM x $ROOT $CHYM x $BETR already exists @chrisrbritt hope you are 👀 @Chime @ChimeNewsroom"
X Link 2026-01-13T23:52Z [---] followers, [---] engagements

"@Raul_DSF @himshouse @jonathanrstern @SeekingAlpha Are you still in $GAMB"
X Link 2026-01-13T23:58Z [---] followers, [---] engagements

"Finally got the $HOOD Gold card in hand. 🪶 Its solid but heres the current wallet hierarchy: 🥇 $AXP Platinum: Still the undisputed King. Nothing beats the design & benefits. 🥈 $HOOD Gold: Great addition solid 3% cash back. Can do more 📉 $COF Venture X: On thin ice. Needs a major redesign & feature overhaul ASAP or downgrading this year. Your move @CapitalOne. @RobinhoodApp @AmericanExpress #FinTwit #CreditCards #AmexPlatinum #VentureX #Robinhood https://twitter.com/i/web/status/2019485872098553893 https://twitter.com/i/web/status/2019485872098553893"
X Link 2026-02-05T18:58Z [---] followers, [---] engagements

"@AlexSchettino @EndicottInvests @cursor_ai @PrimaMente @Revolut @TolokaAI Ok - We have been saying the same thing since ever lmao. $IREN will remain compute for hire by Fluidstack Fireworks AI Microsoft etc. And these companies will have actual customers who deploy AI models. Easy analogy - $INTC == $IREN @awscloud == $NBIS for AI"
X Link 2026-02-06T18:46Z [---] followers, [---] engagements

"@YodaStockInvest $1T for $NBIS $50B for $IREN Bookmark this"
X Link 2026-02-07T01:11Z [---] followers, [---] engagements

"Oh wow @EmmanuelMacron 30M for AI and science Thats adorable Meanwhile US tech giants like $GOOG $MSFT $META and $AMZN are dropping $650B+ on AI capex this year alone. Frances investment wouldnt even cover Zuckerbergs coffee budget for a week. 😂 But hey keep getting trolledmaybe youll bump it up to a whopping 10B Watch out though: that massive spend could tank your entire economy into recession just like the recent market bloodbath from Big Techs AI overdrive. Stocks plunged on capex fears and France aint ready for that smoke. 💥 #AI #France2030 #Macron #TechBubble #EUSucks @elonmusk @zuck"
X Link 2026-02-07T04:13Z [---] followers, [---] engagements

"THE $HIMS vs BIG PHARMA SHOWDOWN: Why $NVO Is Panicking 🚨💥 Headlines scream safety concerns but dig deeper: $NVO suing @HimsHers not just over riskstheyre rattled by @andrewdudums $49/month compounded oral semaglutide pill undercutting their $149 Wegovy starter (then $199+). Latest: @US_FDA vows decisive action on mass-marketed illegal copies @HHSGov refers $HIMS to DOJ for FD&C Act probe and $NVO threatens IP suits. But is this Dudums calculated play to force regulatory clarity Lets unpack. Key facts the media overlooks: 💎 The Pricing Bombshell - Novos oral Wegovy starts at $149/month"
X Link 2026-02-07T07:28Z [---] followers, [---] engagements

"$HIMS @AndrewDudum talked a big game about taking on Big Pharma but after launching a $49 compounded semaglutide pill they quickly backed down and halted it following FDA warnings DOJ referral threats and legal heat from $NVO. This isnt disruptionits capitulation. $HIMS joins the long list of telehealth revolutionaries that couldnt survive the fight: $TDOC $LFMD and now $HIMS seems headed the same way. Bearish here. The moat in regulated healthcare isnt as fragile as the hype suggested. Since launching the compounded semaglutide pill on our platform weve had constructive conversations with"
X Link 2026-02-07T23:15Z [---] followers, [---] engagements

"@Kalshi Time To Buy"
X Link 2026-02-08T19:23Z [---] followers, [---] engagements

"@Mr_Derivatives Only if they provided actually Banking with that icon change 😞 @RobinhoodApp"
X Link 2026-02-08T21:08Z [---] followers, [---] engagements

"@samsolid57 $HOOD"
X Link 2026-02-08T22:05Z [---] followers, [---] engagements

"Inflation plunging to 0.68% (@truflation) Job openings crashing to 6.5M full recession levels @JeromePowell & Fed: Labor market is strong + Inflation is sticky The disconnect is getting ridiculous. 📉 #Inflation #Economy #Fed #Jobs JUST IN: US job openings are now at recession levels JUST IN: US job openings are now at recession levels"
X Link 2026-02-08T22:40Z [---] followers, [---] engagements

"$DUOL Bad Bunny is the Bullish catalyst for @duolingo 😜 #SuperBowl #BadBunny"
X Link 2026-02-09T01:41Z [---] followers, [----] engagements

"Historic overvaluation of the entire market or just Tech stocks Also historical expenditures are not BAD. The big companies need to grow or else they become the next $INTC $CSCO etc. That tiny AI revenue will grow. Will see what you have to say when that AI revenue is humongous https://twitter.com/i/web/status/2020729561965806021 https://twitter.com/i/web/status/2020729561965806021"
X Link 2026-02-09T05:20Z [---] followers, [----] engagements

"$HIMS Spot on @HimsHersComms. $NVO lawsuit is Big Pharma weaponizing the courts to block affordable personalized care for millions. Time for @AndrewDudum and the full @wearehims @wearehers team to go on the offensive and finally secure clear regulatory clarity on compounded meds. Patients deserve choicenot monopolies. Fight on 🥊 $LLY #Telehealth #CompoundingPharmacy #BigPharma Novo Nordisks lawsuit is a blatant attack by a Danish company on millions of Americans who rely on compounded medications for access to personalized care. Once again Big Pharma is weaponizing the US judicial system to"
X Link 2026-02-09T13:58Z [---] followers, [---] engagements

"$BMNR So @fundstrat Tom Lee and @BitMNR team have been plotting the next era of DeFi Super-app 😱 Love it 😍 @MrBeast @BitMNR @realwolfofdubai $ETH We bought a bank. https://t.co/08GMjr36mt We bought a bank. https://t.co/08GMjr36mt"
X Link 2026-02-09T17:39Z [---] followers, [---] engagements

"@TheRonnieVShow Once $PLTR had this trajectory of decreasing revenue and margins. Disruptors disrupt $HIMS will come back stronger once they WIN the case against $NVO Pain-pal on the other hand is a whole different story"
X Link 2026-02-09T19:08Z [---] followers, [---] engagements

"@SubtleInduction @RP3onX @AndrewDudum Dont know about you but many would rather have Personalized medicine than One Size Fits All kind of drug composition. Watch $NVO loose the case against $HIMS like $LLY did against @mochihealth"
X Link 2026-02-09T19:10Z [---] followers, [---] engagements

"@SubtleInduction @RP3onX @AndrewDudum Scam deserve 🤣 When $UBER was disrupting the taxi business pretty sure you were on the Unions side. Right"
X Link 2026-02-09T19:12Z [---] followers, [--] engagements

"@commonsenseplay What $TLT as a trade is toast"
X Link 2026-02-09T19:23Z [---] followers, [---] engagements

"@AdityaInvests90 @vladtenev @RobinhoodApp That sucks. Took them almost forever to approve me for the Gold Card. Banking seems like its gonna take forever as well. @RobinhoodApp you guys gotta roll it fast people are losing hope and switching to other apps lol"
X Link 2026-02-09T19:35Z [---] followers, [--] engagements

"Theres no IP issue here $NVO is just being a bully. Peptides are naturally occurring chains of Amino Acid. How come peptides can be patented lol. Seems like someone else lacks the basic understanding. This is exactly why $LLY lost to @mochihealth as there were no IP infringement/damages incurred. https://twitter.com/i/web/status/2020953434997039313 https://twitter.com/i/web/status/2020953434997039313"
X Link 2026-02-09T20:10Z [---] followers, [---] engagements

"@SubtleInduction @RP3onX @AndrewDudum @mochihealth So basically build something that literally any compounding pharmacy can replicate and then apply for patents in the name of R&D and cry over IP infringement. Got it 🤣"
X Link 2026-02-09T20:20Z [---] followers, [--] engagements

"@SubtleInduction @RP3onX @AndrewDudum @mochihealth Guess we are dumb and will find out when $NVO loses the lawsuit against $HIMS 🤣"
X Link 2026-02-09T20:23Z [---] followers, [---] engagements

"@Mr_Derivatives $SOFI yes. $HOOD not soo much. $SOFI got $CHYM and now @MrBeast to worry about"
X Link 2026-02-09T20:33Z [---] followers, [---] engagements

"@TGID1575 @Mr_Derivatives @MrBeast Upcoming Henrys 😉"
X Link 2026-02-09T20:42Z [---] followers, [--] engagements

"@SubtleInduction @RP3onX @AndrewDudum @mochihealth 🤣🤣🤣 Soo Pety. Well actually made money on $HIMS. Sold around $36 because they were defensive. And that was bearish. Now that they are actually fighting might buy again. Portfolio Update 01/2026 🚀😎 Ultra-concentrated asymmetric bets: Scaled winners aggressively initiated new conviction plays fully exited laggards. ACTIVITY (Ownership % ): 🟢 $ASTS Add +57.00% 🟢 $OSCR Add +141.00% 🟢 $BMNR Add +38.00% 🟢 $CHYM Buy 🟢 $MSTR Buy 🔴 https://t.co/4vw94P50VK Portfolio Update 01/2026 🚀😎 Ultra-concentrated asymmetric bets: Scaled winners"
X Link 2026-02-09T20:47Z [---] followers, [---] engagements

"Maybe not. Anthropic has been using $AMZN data centers to power their models. And considering their business model they would wanna have hands-free approach so they can just focus on building the next generation of Enterprise AI models. So $NBIS makes the most sense $IREN being a close second. https://twitter.com/i/web/status/2020968684563652802 https://twitter.com/i/web/status/2020968684563652802"
X Link 2026-02-09T21:10Z [---] followers, [---] engagements

"@stckpkr7000 @josef21m @matthew_sigel Dont get us in Trouble. We are a notable $IREN bear 😂"
X Link 2026-02-09T21:16Z [---] followers, [---] engagements

"@RickTurners @commonsenseplay We did get QE since ATL $TLT. Nothing happened. $TLT is broken"
X Link 2026-02-09T22:28Z [---] followers, [---] engagements

"@biyXGP93pNOSDT1 @matthew_sigel 🤣🤣🤣 if $NBIS is a scam then $IREN doesnt even exists in this reality"
X Link 2026-02-09T22:41Z [---] followers, [---] engagements

"@sabrina53009376 @commonsenseplay It wont lol. This admin killed the $TLT trade for good"
X Link 2026-02-09T23:37Z [---] followers, [---] engagements

"@pdicarlotrader $HOOD 🙏"
X Link 2026-02-09T23:49Z [---] followers, [---] engagements

"@coinbase @AstonMartinF1 It runs on-chain 😉"
X Link 2026-02-09T23:56Z [---] followers, [--] engagements

"@longinvest32 Good to know 😎. That was our target as well when we bought at $25🤓"
X Link 2026-02-10T00:47Z [---] followers, [--] engagements

"@danielisdizzy $HOOD $OSCR $NBIS"
X Link 2026-02-10T01:14Z [---] followers, [---] engagements

"@zoomyzoomm Do you know of a $PLTR competitor Theres NONE Its a Monalisa"
X Link 2026-02-10T05:59Z [---] followers, [---] engagements

"$OSCR Healthcare works best when consumers choose companies compete on quality and innovation drives outcomes. We are building Oscar for that world. - Joshua Kushner #HealthcareInnovation @OscarHealth @mtbert $SPY $QQQ"
X Link 2026-02-10T14:47Z [---] followers, [---] engagements

"@Leo_Traydes [--] $BTC"
X Link 2026-02-10T16:31Z [---] followers, [---] engagements

"@StockTrader_Max We think that too. $NVO is fighting for Patent Infringement. Didnt go well for $LLY when they fought @mochihealth"
X Link 2026-02-10T16:40Z [---] followers, [---] engagements

"@zerohedge Everybody is moving to $HOOD"
X Link 2026-02-10T17:25Z [---] followers, [----] engagements

"@weary_centurion Joshua Kushner co-founded $OSCR who is also the son-in-law of @POTUS Yeah seems like a big issue to me 😉"
X Link 2026-02-10T17:51Z [---] followers, [---] engagements

"@commonsenseplay Rally 🧐"
X Link 2026-02-10T19:28Z [---] followers, [---] engagements

"@midascabal $IREN ❌ $CIFR ❌ $NBIS ✅ $ONDS ❌ $TE ✅ $RKLB ❌ $ASTS ✅"
X Link 2026-02-10T19:32Z [---] followers, [---] engagements

"Because just renting out chips is not a value added service. And companies without value addition trade like commodities. $IREN is now eyeing on software will probably dillute the shareholders even more to raise money to buy Software stack. Which brings the same point - Finance Dudes running a Tech company cannot be trusted. https://twitter.com/i/web/status/2021356523486883922 https://twitter.com/i/web/status/2021356523486883922"
X Link 2026-02-10T22:52Z [---] followers, [---] engagements

"Agree to Disagree. Dont the $NVO is winning this lawsuit. They wont be able to prove any meaningful patent damage due to $HIMS exploiting the personalized medicine loophole. FDA is also on $NVO ass for misleading commercial so they are in the same boat as $HIMS Now the same ingredient as weegovy is the real issue where $HIMS intern messed up and @AndrewDudum should get all the heat. But at the same time it is the same ingredient tho. We had reiterated time and time again that we need regulatory clarity regarding this whole thing. Which we might finally get We dont see a world where $HIMS will"
X Link 2026-02-11T03:10Z [---] followers, [---] engagements

"Short answer YES $HIMS is crashing on regulatory panic. History shows these are often the "Generational Buys." "Regulatory Doom" turned into life-changing returns: $AMEX American Express (1963): The Salad Oil Scandal Fraudulent loans threatened insolvency. Stock crashed 50%. The Pivot: Buffett noticed people still used the cards despite the headlines. He bought 5% of the company. The Return: A legendary 10x multibagger. $MSFT Microsoft (1998-2001): DOJ Antitrust Gov threatened to break up $MSFT. Gates stepped down. Stock fell 65% (with the dot-com bust). The Pivot: They settled adapted and"
X Link 2026-02-11T03:22Z [---] followers, [---] engagements

"While $HIMS x $NVO fight Retatrutide will be taking the market share anyways. The lawsuit will take years to result in any form of meaningful decision. $HIMS can keep selling compounded semaglutide and maybe partner with $LLY to offer the weekly pill on lower margins($HIMS never compounded Tirzepatide enemy not made) Rally We are more likely to get a 10% market wide correction first. https://twitter.com/i/web/status/2021427850776051891 https://twitter.com/i/web/status/2021427850776051891"
X Link 2026-02-11T03:35Z [---] followers, [---] engagements

"@YodaStockInvest Companies with the most chips will win and retain customers. @SuperGrok create a list of publicly traded AI data center companies with total number of GPUs they have - $CRWV $NBIS $IREN $CIFR $BITF etc"
X Link 2026-02-12T18:22Z [---] followers, [---] engagements

"Dont know how that is relevant. $IREN can have 4.5GW power and GPUs plugged in as well. Yet the power capacity and chips wont make any difference in their market cap. Companies are assigned multiples on Trust which comes from the management and the team leading. The biggest bearish case for $IREN is the management (wanna be tech company run by Finance Dudes and grifters like @mikealfred )"
X Link 2026-02-12T18:46Z [---] followers, [---] engagements

"@saylor @Strategy If we have a recession then the demand for this product will rise like no other. Which means $MSTR will keep buying $BTC every week 🚀"
X Link 2026-02-12T19:03Z [---] followers, [---] engagements

"@YodaStockInvest On $20M AI revenue per quarter hard to see any meaningful market cap increase. Most of their customers are more like enablers - Fluidstack Fireworks AI etc. They dont really have a direct customer. Seems more like @Equinix kind of business than Amazon"
X Link 2026-02-12T21:48Z [---] followers, [---] engagements

"@CraigPr78225493 @YodaStockInvest And why would someone use them for colocation. Capacity seems to be easier to add. $NBIS seems to be raising capacity every single quarter. $IREN investment thesis was surrounding power constraint"
X Link 2026-02-12T23:40Z [---] followers, [---] engagements

"@CraigPr78225493 @YodaStockInvest Yes. $NBIS last year guided for 1GW of power for [----]. They increased their guidance quarter over quarter to now 3GW"
X Link 2026-02-12T23:52Z [---] followers, [---] engagements

"@AlvaroMysterio $68-$72 could be on the card for $ASTS"
X Link 2026-02-13T01:16Z [---] followers, [---] engagements

"@longinvest32 Been banging bearish the table on $IREN since ever. Mike is a grifter Dan is a Finance dude. Dont know when and how $NBIS and $IREN started being in the same conversation"
X Link 2026-02-13T17:52Z [---] followers, [---] engagements

"@otium33 @grok @longinvest32 @grok compare AI revenue"
X Link 2026-02-13T23:10Z [---] followers, [--] engagements

"$ROOT Just initiated a position in @RootInsurance and even signed up for their auto insurance 🚗💨 #Autoinsurance peers crushing it lately: $ALL doubled Q4 net income to $3.8B + massive auto underwriting gains $PGR +25% net income beat EPS/revenue $TRV strong personal lines beats Sector tailwinds strong bullish setup for $ROOT Feb [--] 🚀 February has historically been a massive month for them. Looking at previous earnings reactions the stock has a habit of flying this time of year: https://twitter.com/i/web/status/2022394091292758213 https://twitter.com/i/web/status/2022394091292758213"
X Link 2026-02-13T19:35Z [---] followers, [---] engagements

"@danielisdizzy Agree on - $HIMS $NBIS $OSCR $ROOT Wildcard - $ASTS"
X Link 2026-02-15T22:53Z [---] followers, [---] engagements

"It will be - in @romanchernin words we are only getting started Theres a long runway - @Avrideai - Autonomous vehicles and delivery expansions (using $NBIS compute). Future @BostonDynamics partnership @ClickHouseDB - going mainstream. Already a phenomenal product and better than @Snowflake @TolokaAI - generative AI is on the rise @TripleTenTech - AI tutors will become the norm The internal flywheel of $NBIS resembles of a Future Big Tech. $1T market cap by [----] 😎 https://twitter.com/i/web/status/2023110678878581086 https://twitter.com/i/web/status/2023110678878581086"
X Link 2026-02-15T19:02Z [---] followers, [---] engagements

"@TheTechInvest $BMNR 🤩"
X Link 2026-02-15T20:16Z [---] followers, [---] engagements

"@EngM0H @grok At $18B revenue 5% Net Profit margin. What should be $OSCR stock price at P/S = 1"
X Link 2026-02-16T00:23Z [---] followers, [---] engagements

"@grok @EngM0H"
X Link 2026-02-16T00:25Z [---] followers, [--] engagements

"$CHYM Dont sleep on this name @chrisrbritt 👏 No gatekeeping here. AI can be a game-changer for small businessesif they have the tools and training to use it. Thats why Chime hosted free AI workshops in SF with Dream Machine + @SF_Chamber to help local entrepreneurs work smarter grow faster and unlock financial https://t.co/wHcDvNtsft No gatekeeping here. AI can be a game-changer for small businessesif they have the tools and training to use it. Thats why Chime hosted free AI workshops in SF with Dream Machine + @SF_Chamber to help local entrepreneurs work smarter grow faster and unlock"
X Link 2026-01-15T20:09Z [---] followers, [---] engagements

"@Raul_DSF Is the argument the same for $GAMB as well Still"
X Link 2026-01-22T04:53Z [---] followers, [---] engagements

"Stocks to keep an 👀 over next [--] months 🚀 $HOOD - Robinhood Markets (fintech brokerage disrupting retail trading) $FUBO - fuboTV (sports streaming cord-cutting growth) $AXON - Axon Enterprise (TASER/body cams + defense tech) $DUOL - Duolingo (language learning app AI/edtech scaling) $CRDO - Credo Technology (high-speed connectivity semis for AI/data centers) $HIMS - Hims & Hers Health (telehealth/wellness explosive subscriber growth) $TEM - Tempus AI (AI-driven precision medicine/health data) $IONQ - IonQ (quantum computing leader early-stage moonshot) $ROOT - Root Inc (insurtech auto"
X Link 2026-02-04T20:02Z [---] followers, [---] engagements

"@JesseCohenInv He also compared Motorola to Google 🤣"
X Link 2026-02-10T00:22Z [---] followers, [----] engagements

"$HIMS 😱 under $16 A year from now this will look like an obvious DIP buying opportunity. Many will say - they bought the fcking dip but very few actually did. $NVO vs $HIMS Do not fade @AndrewDudum and Co. #hims #hers $SPY $QQQ @wearehims @wearehers"
X Link 2026-02-12T19:02Z [---] followers, [---] engagements

"@AlvaroMysterio Sold $ASTS to initiate position in $OMDA Hope we dont regret 🥶"
X Link 2026-02-13T02:31Z [---] followers, [---] engagements

"@AlvaroMysterio Yep $ASTS looking a bit weak here. Might buy again around $68-$72. Hoping for an earnings pump for $OMDA and $ROOT Hoping to not regret $ASTS sell 😅"
X Link 2026-02-13T02:34Z [---] followers, [----] engagements

"@KabraxFX @RootInsurance Yep - they still need to lower their cost for full coverage tho. Progressive is still the cheapest for Full Coverage. $ROOT seems to be the cheapest for the bare minimum"
X Link 2026-02-13T19:47Z [---] followers, [---] engagements

"@longinvest32 $HIMS right now $BMNR weekly till Oct/Nov"
X Link 2026-02-13T20:07Z [---] followers, [---] engagements

"@thekriskay Thats a trillion dollar company for you in [----] 😎"
X Link 2026-02-13T21:18Z [---] followers, [----] engagements

"@otium33 @grok @longinvest32 @grok compare last quarters revenue $IREN vs $NBIS And scene"
X Link 2026-02-13T23:09Z [---] followers, [---] engagements

"@otium33 @grok @longinvest32 Company literally started less than [---] years ago 🤣 and still front loading AI revenue compared to $IREN"
X Link 2026-02-13T23:18Z [---] followers, [---] engagements

"@HouMuza @profitandlost @qcapital2020 @chamath Yes. If the difference was minute no one would have suspected. But 33% vs 10% CAGR is a huge difference"
X Link 2026-02-15T18:57Z [---] followers, [--] engagements

"@HouMuza @profitandlost @qcapital2020 @chamath Bill gates himself was selling his shares lmao. He himself didnt had the confidence so why will Buffet have any"
X Link 2026-02-15T19:18Z [---] followers, [--] engagements

"@TheBigDegen GPU purchases via Dell - Can you clarify this please Is it because of the GPU+Racks bundle"
X Link 2026-02-16T00:42Z [---] followers, [---] engagements

"@KabraxFX @RootInsurance Unfortunately in our case Full coverage was almost 3x the bare minimum. Progressive on the other hand was only 1.8x the bare minimum for Full Coverage. Might be a Washington State issue( $ROOT is new here)"
X Link 2026-02-13T21:04Z [---] followers, [---] engagements

"THE MATH IS UNFORGIVING 170MW live today (NBIS) vs. 1.4GW in April (IREN). Online Q1/Q2 [----] = 3-4x more valuable than late [----]. $NBIS owns the engines owns the timeline (velocity moat). $IREN owns the land + secured MW utility owns the switch (de-risked scale). One scales now. One scales soon"
X Link 2026-02-14T21:25Z [---] followers, [---] engagements

"VERDICT 2026s Defining Trade Grid Wait is softer post-earnings (April catalyst real) but sovereign speed is still the widow-maker edge. $NBIS = Bull case (electrons in hand $7-9B ARR guidance) $IREN = Conviction hold (massive pipeline $3.4B ARR path) Want revenue today Or grid power in weeks/months Speed is alpha. https://twitter.com/i/web/status/2022784169236103320 https://twitter.com/i/web/status/2022784169236103320"
X Link 2026-02-14T21:25Z [---] followers, [---] engagements

"@HyperTechInvest @step already has 7M users. Now imagine the bank running on @ethereum . Super efficient Tokenized assets high-yield savings account and much more. Beast Banking is here for the next generation"
X Link 2026-02-15T04:16Z [---] followers, [--] engagements

"@HouMuza @profitandlost @qcapital2020 @chamath Microsoft was dead money for [--] years lol Check 2000-2015"
X Link 2026-02-15T19:33Z [---] followers, [--] engagements

"@_Sgr_A_Star @VRVitaly Well according to our projections - [----] ARR is in the range of $15B with $9B-$10B in revenue 😎 Our DD is solid. Come back again in [----] if $NBIS fails to deliver these results 🤓"
X Link 2026-02-15T19:40Z [---] followers, [---] engagements

"@_Sgr_A_Star @VRVitaly 🤣🤣🤣 good to see $IREN maidens becoming $NBIS mistresses"
X Link 2026-02-15T21:13Z [---] followers, [---] engagements

"@_Sgr_A_Star @VRVitaly Yeah we owned the slip-up big whoop. But if your entire comeback is hurr durr you said ARR when you meant revenue then congrats youve won the semantics trophy. If nitpicking word choice is the best youve got thats not critique; thats cope"
X Link 2026-02-15T21:29Z [---] followers, [--] engagements

"@CaesarCapitalz $NBIS - Future Bug Tech"
X Link 2026-02-16T03:09Z [---] followers, [---] engagements

"@Raul_DSF Are you still holding $GAMB Do you think still think its an asymmetric opportunity now"
X Link 2025-12-18T18:14Z [---] followers, [---] engagements

"@thekriskay Its got all the ingredients bud - AI Data Centers Robotics (future Boston dynamics 🤝) AI Observability (@ClickHouseDB ) Autonomous driving/delivery(@Avrideai ) Generative AI(@TolokaAI ) AI Tutor(@TripleTenTech ) Rockstar CEO and Industry Veteran Arkady (ex - @yandexcom )"
X Link 2026-02-13T21:40Z [---] followers, [---] engagements

"@Char_62063 @RootInsurance Smelling a huge qtr from $ROOT"
X Link 2026-02-14T04:49Z [---] followers, [---] engagements

"@VRVitaly $NBIS is trading at 3-4x sales lol. Also these metrics dont matter because the company literally started trading less than [---] years ago. So basically it is a startup making $8B this year if thats not a moat then dont know what is. $NBIS is going higher to $100B company"
X Link 2026-02-14T19:37Z [---] followers, [---] engagements

"You're confusing 'Backup' with 'Prime Power.' These aren't Home Depot generators. Bergen B36:45V20s are continuous-duty engines designed to run 24/7/365 for a decade. Its not a band-aid; its a bypass surgery on the grid queue. While $IREN navigates ERCOT congestion $NBIS is printing compute on $0.05 gas. We don't need the grid. https://twitter.com/i/web/status/2022854342404149665 https://twitter.com/i/web/status/2022854342404149665"
X Link 2026-02-15T02:03Z [---] followers, [---] engagements

"@profitandlost @qcapital2020 @chamath What The 1975-2000 returns vs 2000-2025 is vastly different which proves his point. Not if he is better than buffet or not is a different debate. And what comprehension of size lol"
X Link 2026-02-15T02:08Z [---] followers, [---] engagements

"Cute numbers but lets talk reality. [--] The Curtailment Trap: That [---] rate exists because you agree to shut off. Fine for ASICs. Fatal for AI. You can't "Demand Response" a 70-day training cluster without torching the run. $NBIS pays for uptime; $IREN pays for scraps. [--] Tenant vs. Landlord: $IREN is a grid renter exposed to every Texas freeze and ERCOT spike. $NBIS owns the pipe and the plant. Cheap power is infinitely expensive when its off. That said $IREN is undeniably the king of the grid game and has a massive land moat. Just betting on speed over waiting here. Plenty of room for both to"
X Link 2026-02-15T02:27Z [---] followers, [---] engagements

"@profitandlost @qcapital2020 @chamath If SPY can grow 8-10%(2000-2025) the AUM dont matter especially when Berkshire investable cash was around $72B in [----]. They could have easily done 15%+"
X Link 2026-02-15T02:55Z [---] followers, [--] engagements

"@profitandlost @qcapital2020 @chamath Not interested. Berkshire managers are more like accountants. We dont invest in companies they like"
X Link 2026-02-15T03:45Z [---] followers, [--] engagements

"Why do you keep validating the argument lol What else will he say in the after-math Buffet knew Bill - Bill was selling(confidence 👎) - Probably communicated that to Buffet(which again is inside information) If Buffet actually relied on proper DD he would have taken a position. His regret is probably because of the inside information which turned against him aka karma. https://twitter.com/i/web/status/2023116755732922427 https://twitter.com/i/web/status/2023116755732922427"
X Link 2026-02-15T19:26Z [---] followers, [--] engagements

"@_Sgr_A_Star @VRVitaly 🤣🤣🤣 come back in [----] bub"
X Link 2026-02-15T20:59Z [---] followers, [--] engagements

"Why $NBIS Could 10x to $250B+ Market Cap by [----] The Locked-In AI Infra Rocket 🚀 As of January [--] [----] $NBIS (Nebius Group) trades around $98 with a market cap of $25B. This is the full-stack AI infrastructure play thats already sold out of capacity backed by massive hyperscaler contracts and ramping power at warp speed. Q3 [----] revenue hit $146M (+355% YoY) with full-year [----] guidance at $500$550M. The real momentum Management targets $7$9B ARR by end-2026 thats 1317x current levels fueled by presold demand and a $20B+ backlog. 💎 Mega Contracts Providing Ironclad Visibility $17.4B$19.4B"
X Link 2026-01-10T17:56Z [---] followers, 23.3K engagements

"@EndicottInvests Ooo $ZETA and $PGY have been rough lately"
X Link 2026-02-14T20:43Z [---] followers, [---] engagements

"$NBIS vs $IREN 🚨 THE GREAT DIVERGENCE 🚨 Sovereign Power vs. The Grid Wait Two AI infrastructure plays just dropped earnings. $NBIS (Feb 12): ARR $1.25B (beat) [----] guidance $7-9B ARR 800MW-1GW connected power on track. $IREN (Feb 5): Revenue miss on mining transition but Sweetwater April [----] energization confirmed 4.5GW secured $3.4B ARR target. $IREN is still hitting refresh on substation emails. $NBIS just said fuck the grid and built their own. Yet in the Blackwell era speed still wins. One builds its own electrons. The other waits for the utility. Heres the brutal truth on why one is a"
X Link 2026-02-14T21:24Z [---] followers, [---] engagements

"@LEAPTRADER_ $NBIS - $NBIS vs $IREN 🚨 THE GREAT DIVERGENCE 🚨 Sovereign Power vs. The Grid Wait Two AI infrastructure plays just dropped earnings. $NBIS (Feb 12): ARR $1.25B (beat) [----] guidance $7-9B ARR 800MW-1GW connected power on track. $IREN (Feb 5): Revenue miss on mining transition but https://t.co/AFnnco78AH $NBIS vs $IREN 🚨 THE GREAT DIVERGENCE 🚨 Sovereign Power vs. The Grid Wait Two AI infrastructure plays just dropped earnings. $NBIS (Feb 12): ARR $1.25B (beat) [----] guidance $7-9B ARR 800MW-1GW connected power on track. $IREN (Feb 5): Revenue miss on mining transition but"
X Link 2026-02-15T16:41Z [---] followers, [---] engagements

"@ChrisCamillo $NBIS 😎"
X Link 2026-02-16T00:12Z [---] followers, [---] engagements

"@RCMarioKart @michaeljburry Hahaha $GME investors defending @michaeljburry was not in our bingo cards"
X Link 2026-02-16T00:37Z [---] followers, [---] engagements

"@longinvest32 $NBIS might reach $1T valuation before $PLTR 🤩"
X Link 2026-02-16T02:11Z [---] followers, [---] engagements

"@Leo_Traydes The Alchemist"
X Link 2026-02-16T03:47Z [---] followers, [--] engagements

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