@DrTomsLens Dr. Tomislav Marinovic
Dr. Tomislav Marinovic posts on X about $nbis, ai, $hims, investment the most. They currently have [-----] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.
Engagements: [------] #
- [--] Week [-------] -17%
- [--] Month [-------] +97%
- [--] Months [---------] +1,111%
- [--] Year [---------] +560%
Mentions: [--] #
- [--] Month [---] -10%
- [--] Months [---] +134%
Followers: [-----] #
- [--] Week [-----] +2.20%
- [--] Month [-----] +14%
- [--] Months [-----] +434%
CreatorRank: [-------] #
Social Influence
Social category influence stocks #6011 finance 32.91% technology brands 17.72% cryptocurrencies 8.86% countries 3.16% travel destinations 1.27% celebrities 1.27% luxury brands 0.63% automotive brands 0.63% agencies 0.63%
Social topic influence $nbis #174, ai 27.22%, $hims #13, investment #1987, $duol #39, business 8.23%, $iren #404, company 6.33%, $zeta #55, in the 5.06%
Top accounts mentioned or mentioned by @meadowcapital @jkeynesalpha @joemalboeufvt @alc2022 @nebiusai @rklbman @ryanstellar @feritaltinsu @tperachoritis @zouliatism @grok @tonymacarroni91 @skolev13 @younisjoseph @stockfins @sandeman52 @pkelleter87 @hypergrowth102 @xbj9l @jonaskkaberg1
Top assets mentioned Nebius Group N.V. Class A Ordinary Shares (NBIS) Hims & Hers Health, Inc. (HIMS) Duolingo, Inc. (DUOL) Iris Energy Limited (IREN) ZetaChain (ZETA) AbCellera Biologics Inc. (ABCL) Novo-Nordisk (NVO) NVIDIA Corp. (NVDA) Advanced Micro Devices (AMD) Microsoft Corp. (MSFT) Palantir Technologies Inc. (PLTR) Spotify Technology (SPOT) Amazon.com, Inc. (AMZN) Robinhood Markets, Inc. (HOOD) AST SpaceMobile, Inc. Class A Common Stock (ASTS) Bitcoin (BTC) Eli Lilly and Company (LLY) Recursion Pharmaceuticals, Inc. (RXRX)
Top Social Posts
Top posts by engagements in the last [--] hours
"$ZETA and $DUOL selling off in this SaaS selloff tsunami can only mean one thing: The market still has no clue what first-party data is or how to distinguish software businesses being disrupted by AI from data platforms disrupting with AI. The only way to settle it is simple: cash flows and margins over time. One is trending toward commodity economics. The other is trending toward dominance through data moats. (Not investment advice.) https://twitter.com/i/web/status/2021613416842985598 https://twitter.com/i/web/status/2021613416842985598"
X Link 2026-02-11T15:52Z [----] followers, [----] engagements
"$NBIS' Marc Boroditsky is exceptional such a massive asset for the company. I put him in the same category as other assets like ClickHouse Avride Toloka and TripleTen. And yes: hes been explicit about the ambition here: building an AWS-like cloud for AI. This was filmed three months ago and weve already seen a lot of that vision starting to play out in real time. .@nebiusai CRO Marc Boroditsky explains how $NBIS is working to become the AWS of AI why hyperscalers are the real competition (not neoclouds) the alliance with $NVDA & why fears of circular financing + overbuild are overblown."
X Link 2026-01-24T10:34Z [----] followers, [----] engagements
"Tokens Per Watt And Per Dollar: The Same North Star Guiding $MSFT And $NBIS $MSFT CEO Satya Nadella on the future of AI cloud: The key metric we are optimizing for is tokens per watt and per dollar increasing utilization and lowering total cost of ownership through silicon systems and software. The takeaway is simple: this is exactly the same metric $NBIS is optimizing for. More tokens per dollar. More tokens per megawatt. Signals are converging from multiple sides that $NBIS is the best positioned neocloud to deliver massive value for shareholders and potentially evolve into a hyperscaler"
X Link 2026-01-29T17:29Z [----] followers, [----] engagements
"The AI infrastructure thesis remains unchanged: by [----] demand continues trending toward infinity. $NBIS stands out as the neocloud most obsessed with building its own platform for AI startups. This growing independence from hyperscalers combined with expected operational excellence and asset diversification creates a perfect setup for an agressive re-rate. If anything price action like this will shake out the swingers leaving the stock to trade more healthily going forward. (Not investment advice. Always do your own research.) https://twitter.com/i/web/status/2017269069511107022"
X Link 2026-01-30T16:09Z [----] followers, [----] engagements
"From 70% Down to 700M+ Users: How Daniel Ek Turned Spotifys Darkest Moment Into Its Defining One In June [----] $SPOT's stock was down about 70% from its all-time high. Macro pressures hit hard skepticism surrounded the big podcast and audiobook investments margins worried everyone and controversies kept coming. Plenty of investors decided the growth story was over and declared the business dead. It was a good ride but it never really stood a chance against YouTube or Apple Music. Smart money sold. Dumb money got mocked for hyping meme stocks. Then on June [--] at Investor Day Daniel Ek gave one"
X Link 2026-01-30T22:23Z [----] followers, [----] engagements
"In my view the summary of $NBIS' Q4 results could be this: [--]. we built all we promised [--]. we build much more @mvcinvesting I imagine this will be the summary of the earnings call $NBIS https://t.co/p2R7lphCkz @mvcinvesting I imagine this will be the summary of the earnings call $NBIS https://t.co/p2R7lphCkz"
X Link 2026-01-30T23:07Z [----] followers, [----] engagements
"Investors who view $DUOL as a bad product should take note of two key things: [--]. Basing your view of a business on personal opinion of the product is a slippery slope. Whether a product is good or bad is highly subjective and reflects only your own experience personality and expectations. What matters far more for the business is how the product resonates with the broader population and this is what ultimately gets shown in usage metrics and cash flows. This is exactly why serious investors focus on the business while others keep bringing up subjective product takes. [--]. Forward-looking"
X Link 2026-01-31T17:14Z [----] followers, [----] engagements
"Two fundamental truths in investing: [--]. Bears and shorts sound smarter most of the time. [--]. They almost always make way less money. The math is rigged against pessimists. Time compounding and innovation only work one way. Companies dont hire to confirm whats already working. They hire engineers and problem solvers to fix whats not working. And most of the time they succeed. https://twitter.com/i/web/status/2017918536115466570 https://twitter.com/i/web/status/2017918536115466570"
X Link 2026-02-01T11:10Z [----] followers, [----] engagements
"@nikoliasgoninus It will also make sense for the telehealths to offer you insurance. They'll know your risk profile better than anyone. I don't think we're bullish enough on the opportunity"
X Link 2026-02-02T20:22Z [----] followers, [---] engagements
"$PLTR crushing linear expectations once again. Rule of [--] at 127% exactly as my model projected. Never bet against the Exponential. $PLTR's Rule of [--] trajectory has been mightily impressive and a math curve fit of the last [--] quarters projects Q4 [----] score at 126%. The market expects it. The market needs it. The Night King and his dead bear army are watching closely ready to march. If the growth slows https://t.co/KmAtIrkvqB $PLTR's Rule of [--] trajectory has been mightily impressive and a math curve fit of the last [--] quarters projects Q4 [----] score at 126%. The market expects it. The market"
X Link 2026-02-02T21:21Z [----] followers, [----] engagements
"Spotify Didnt Kill Concerts. Ozempic Didnt Kill Gyms. Earbuds Wont Kill $DUOL. AI translation earbuds are getting smarter by the day and many on this app are asking: could this be the beginning of the end for language learning apps like Duolingo This is in my view one of the laziest and most superficial takes Ive seen circulating lately. Its the app-world equivalent of claiming Spotify would kill live concerts or that GLP-1 drugs will close gyms because why bother exercising if a pill can make you look fit The devil is in the details: looking fit isnt the same as being fit. These translation"
X Link 2026-02-02T23:44Z [----] followers, 19.6K engagements
"The market still hates personalization. The average investor deeply resonates with treating people as averages. So be it. We can wait. $HIMS and $DUOL being in the red is old news. But why the hell would anyone sell $ZETA The business and numbers are literally perfect. (Not investment advice.) https://twitter.com/i/web/status/2018705961825730643 https://twitter.com/i/web/status/2018705961825730643"
X Link 2026-02-03T15:19Z [----] followers, [----] engagements
"$AMZN at one point lost 95% of its value and still went on to become a $1T+ company. So yes it can happen. $DUOL is already 77% down from the all-time high. Can they do an $AMZN Markets rarely reward disruption in real time. They make sure to brutally punish it first. (Not investment advice.) https://twitter.com/i/web/status/2018715644577931737 https://twitter.com/i/web/status/2018715644577931737"
X Link 2026-02-03T15:58Z [----] followers, [----] engagements
"$DUOL's price being this disconnected from cash flows is just utter insanity. What usually happens with most stocks in setups like this is that even the bears eventually start admitting its oversold. But $DUOL bears still keep recycling the same dumb narratives. They genuinely believe the stock is going to zero. Madness. But what a conviction. It's honestly just a matter of time before $DUOL starts following its FCF per share again The AI narrative is boring and has limited grounds to stand on Don't get me started on ''translation earbuds'' being a threat. Nonsense. https://t.co/lhjwlGxUGG"
X Link 2026-02-03T16:17Z [----] followers, [----] engagements
"$PYPL is a lesson. They tried too hard to be good for shareholders in the short term without thinking long term. Aggressive stock buybacks and dividend payouts are increasingly becoming good predictors of long-term drift into irrelevance in todays economy. This is the era of capex fast iteration and adaptability. Not playing nice. Watching Revolut SoFi Robinhood and others iterate like startups and deciding to behave like a mature cash machine instead of fighting them off is just bad judgment. (Short-term applause long-term irrelevance.) PayPal has spent all of its Free Cash Flow on Buybacks"
X Link 2026-02-03T17:26Z [----] followers, [----] engagements
"$AMD down whatever % on what was objectively a banger earnings call is yet another reminder that the market seen by most investors as the highest infallible authority acts with a collective IQ of 80"
X Link 2026-02-03T22:28Z [----] followers, [----] engagements
"Thanks Anton also really admire what you're doing you can clearly see your process took many years to refine. When I'm at the stage that I can do this full time I'll definitively dive into technicals and studying market dynamics like policy bond yields and sector capital rotations. Now it's just not feasible would be a jack of all trades master or none. This road is what I believe will compound fastest for me. https://twitter.com/i/web/status/2019110789232181345 https://twitter.com/i/web/status/2019110789232181345"
X Link 2026-02-04T18:08Z [----] followers, [--] engagements
"Big news from $HIMS: the platform has just gone a full level up. And honestly every day I feel thankful for all the panicans and short sellers who pushed $HIMS below $30. And I wouldnt mind $10. Or even $1 for that matter. Healthcare disruption happens exactly once in a lifetime. And its happening in real time. Multi-Cancer Early Detection (MCED) tests came onto the scene about [--] years ago and @GrailBio has one of the most advanced in the industry: Galleri. With a single blood test Galleri can detect a signal for 50+ types of cancer potentially even before symptoms show up. Access to"
X Link 2026-02-04T23:02Z [----] followers, 15.3K engagements
"$HIMS has doubled down on winning over the last few weeks. And their ex partners permanent bears and ex holders who chickened out at the first real conviction test are in a complete collective meltdown. Lovely 🚨 $NVO NOVO NORDISK'S CEO WAS JUST ASKED ABOUT $HIMS COMPOUNDED SEMAGLUTIDE PILL HE RESPONDED: CUSTOMERS WILL BE "WASTING $49" BECAUSE THE COMPOUND WON'T BE ABSORBED 🥰🥰🥰 🚨 $NVO NOVO NORDISK'S CEO WAS JUST ASKED ABOUT $HIMS COMPOUNDED SEMAGLUTIDE PILL HE RESPONDED: CUSTOMERS WILL BE "WASTING $49" BECAUSE THE COMPOUND WON'T BE ABSORBED 🥰🥰🥰"
X Link 2026-02-05T15:37Z [----] followers, [----] engagements
"Cool. Lets get this over with once and for all. $NVO might be betting a lot of its future on this. 🚨 BREAKING: $NVO SAYS IT WILL TAKE LEGAL ACTION AGAINST $HIMS $NVO SAYS PILL POSES PATIENT SAFETY RISK $NVO SAYS PILL IS AN "UNAPPROVED INAUTHENTIC AND UNTESTED KNOCKOFF" "The action by Hims & Hers is illegal mass compounding that poses a significant risk to patient safety. https://t.co/wjMLK0JftT 🚨 BREAKING: $NVO SAYS IT WILL TAKE LEGAL ACTION AGAINST $HIMS $NVO SAYS PILL POSES PATIENT SAFETY RISK $NVO SAYS PILL IS AN "UNAPPROVED INAUTHENTIC AND UNTESTED KNOCKOFF" "The action by Hims & Hers"
X Link 2026-02-05T16:04Z [----] followers, [----] engagements
"Once again the $HIMS haters rushed to accuse the company of scamming customers literally moments after $HIMS launched oral semaglutide without knowing any context. Now were seeing talk about liposomal technology enabling oral delivery for compounds like semaglutide and tirzepatide. I cant comment on this yet without learning more context. And thats exactly the point: the burden of proof should go both ways whether youre bullish or bearish. My current position is simply trusting management to do their thing. In my view theyve navigated these regulatory and legal hurdles very well so far and"
X Link 2026-02-05T17:44Z [----] followers, 15.2K engagements
"@MeadowCapital @zouliatism Let's see. Btw you're sharing a salty ex-investor who sold $HIMS because he was losing a night's sleep over the stock according to his own admission and is now cheerleading for the stock to go zero to be proven right"
X Link 2026-02-06T10:11Z [----] followers, [---] engagements
"@RKLBMan Tbh I'd expect a bit more compassion from $ASTS bulls you guys have suffered a lot from overblown narratives"
X Link 2026-02-06T12:52Z [----] followers, [---] engagements
"@RKLBMan Fair enough I respect your opinion though I think this app would be a much better place if people wouldn't just jump in to bash someone else's choices completely unprovoked. Don't get why people are so obsessed with $HIMS. If you don't like the stock pass"
X Link 2026-02-06T13:24Z [----] followers, [---] engagements
"A symbolic buy of [--] $HIMS share to trigger the haters who are so concerned about someone elses money. Will I lose the espresso equivalent by market close today If so I guess no coffee tomorrow morning just a croissant. (Not investment advice.)"
X Link 2026-02-06T16:07Z [----] followers, [----] engagements
"If $HIMS haters watched one full season of Formula One theyd have an absolute meltdown. Oh my gosh that Papaya team is so unfair. Flexible wings The rule wasnt meant that way F1 teams push the rulebook to the absolute limit. Every millimeter. Every loophole. Every interpretation. If its illegal it gets challenged. If it survives scrutiny it becomes a competitive edge. Same principle here. You dont blame a company for operating at the edge of a vague rulebook. You ask regulators to write a clearer one. (Not investment or hate advice.) https://twitter.com/i/web/status/2019812046506721709"
X Link 2026-02-06T16:34Z [----] followers, [----] engagements
"In hindsight it feels kind of surreal that $IREN had what was almost an unfair competitive advantage versus other neoclouds: Years of mining operations experience. Serious Bitcoin revenue to fund the buildout. And all those megawatts secured before they got scarce. . and they never even thought about adding a software layer until a potential client basically prompted them. Just unreal. Still early to say if this becomes a historical bottlejob but the probability is now non-zero. (Not investment advice. Neoclouds either outperform or bottle it in mysterious ways.)"
X Link 2026-02-06T17:48Z [----] followers, [----] engagements
"I dont know if theres additional context here but the idea that $MSFT and Databricks are running the latest ChatGPT better than OpenAI itself is a monumental defeat for OpenAI and Sam Altman and not just in optics"
X Link 2026-02-06T19:53Z [----] followers, [---] engagements
"$HIMS peptides and compounding pharmacies might become a nationwide political topic. Thats essentially free marketing. And combined with a Robin Hood of healthcare narrative it could pull hundreds of thousands of new users into the network. Who wouldve thought that Andrew Dudum might have a wider picture than all those smart guys on this app. (Not investment advice.) There is a massive push by Pharma right now to kill peptide use and specifically go after compounding pharmacies. Based on some of the research I have seen peptides have some pretty incredible medical properties and are doing"
X Link 2026-02-06T21:38Z [----] followers, 14.9K engagements
"$HOOD fought similar battles to what $HIMS is battling now in its quest to bring investing to ordinary people and it took real regulatory hits and painful financial penalties along the way. But with Robinhood the fight was mostly about playing within an old clearly defined rulebook and getting slapped when they didnt execute the details (compliance disclosures controls) perfectly at scale. $HIMS is different. Healthcare regulation is more paternalistic more political and far more permissioned and the system isnt just asking Did you follow the rules Its asking Should you even be allowed to"
X Link 2026-02-06T22:39Z [----] followers, [----] engagements
"Suppose $HIMS really goes to zero. Theres a real chance some of the guys on this app would lose their sense of purpose. Theyve basically built their entire existence around cheering for one company to burn like theyre on some holy mission to bury it into the ground. Ive been on this app for almost a decade and I honestly havent seen anything like this before. Just incredible https://twitter.com/i/web/status/2019913243049779592 https://twitter.com/i/web/status/2019913243049779592"
X Link 2026-02-06T23:16Z [----] followers, 15.4K engagements
"@grok @JustClockIt @grok why people on this app hate them so much"
X Link 2026-02-07T01:44Z [----] followers, [--] engagements
"@MeadowCapital @zouliatism And Might be a fine or end or limitation of compounding. This is likely an asymmetric bet by $HIMS a step back or several steps forward. But yes it's much easier to assume the company is run by retards and going to zero than read CVs of board members. Oh boy"
X Link 2026-02-07T09:35Z [----] followers, [---] engagements
"I see a company that has added Labs several verticals and cancer screening in about one quarter. Even you hate them you gotta admit this is impressive. I havent seen Cunha reporting on this (though I might have missed it). And people have declared the business dead without even seeing the effects of any of these upgrades. This is the issue with scrolling investing on social media you only see up to next post. And to answer your question Id trust them though this is very unpopular to say"
X Link 2026-02-07T09:56Z [----] followers, [--] engagements
"@RahulSetty_ All dudes who chickened out at the first real conviction test are writing exactly the same thing these days. Boring and with [--] originality"
X Link 2026-02-07T18:01Z [----] followers, [---] engagements
"International expansion is a question mark. Innovations in personalized medicine might be challenged consistently by the system. Next elections. I'm not blind to risks it's just I don't see the same risks as most people. Most people can't see past the next quarter with triple glasses. Not financial advice. https://twitter.com/i/web/status/2020219491439747397 https://twitter.com/i/web/status/2020219491439747397"
X Link 2026-02-07T19:33Z [----] followers, [--] engagements
"@ryanstellar @grok what is the probability from [--] to [---] a company with $2-3B in sales trades at $1B valuation"
X Link 2026-02-07T19:50Z [----] followers, [--] engagements
"That's something I can't comment without full context. Stock prices usually converge to free cash flow per share in the long run. $HIMS just needs to do their thing and keep building the platform to generate more cash over time which is exactly what they're doing. Launching Labs is a 10x more significant historical moment for $HIMS than being reprimanded or fined by FDA. Again not advice"
X Link 2026-02-07T19:56Z [----] followers, [---] engagements
"I won't slam dunk on this based on Grok though I could. I'll just say judging an early stage platform by end game expectations is a logical fallacy in my view. $AMZN was arguably worse in [----]. This is a 2030+ play as much as 90% of this platform likes to think it's going to [--]. Not financial advice. Cheers dude https://twitter.com/i/web/status/2020226483373916523 https://twitter.com/i/web/status/2020226483373916523"
X Link 2026-02-07T20:01Z [----] followers, [--] engagements
"Really tough question and good point. I haven't thought much about that. It might be that many people who unfortunately have had such cases in their family would be more open for continuous monitoring. That's the thing about $HIMS the company constantly innovates and breaks stigmas. https://twitter.com/i/web/status/2020251585792934283 https://twitter.com/i/web/status/2020251585792934283"
X Link 2026-02-07T21:41Z [----] followers, [---] engagements
"AI capex tracks AI scaling laws over time. For $NBIS that implies two things: [--]. The sheer scale of AI infrastructure operated by cloud companies will keep growing. [--]. As that infrastructure gets larger every extra percentage point of efficiency in extracting more intelligence per GPU-hour and per dollar matters more and more. Thats why the next stage of AI cloud economics wont be won by hardware alone. Software layers and AI trained on years of proprietary cloud telemetry will likely be the defining difference among neoclouds. (Not investment advice.) AI spending [----] https://t.co/3t5rQeo3tZ"
X Link 2026-02-08T10:42Z [----] followers, [----] engagements
"$HIMS in Europe via ZAVA is such a question mark for me. On one side there is no place in the world where patients have to suffer so much friction to get care and $HIMS's DTC model reduces it. On the other hand there is no place in the world where patients are so used to the state taking care of them. The unstoppable force meets the immovable object. (Not investment advice.) https://twitter.com/i/web/status/2020461449408086074 https://twitter.com/i/web/status/2020461449408086074"
X Link 2026-02-08T11:35Z [----] followers, [----] engagements
"@TonyMacarroni91 I invite you to delete account if $HIMS outperforms $NVO by 2030"
X Link 2026-02-08T13:01Z [----] followers, [----] engagements
"The theatrics around $HIMS completely broke the hate balance on this app: bears went all-in on $HIMS to zero. $DUOL gets no hate. People might start thinking its not going to zero. The old prophecy says a chosen one bear is coming to restore balance to the hate force. Watch out for the midichlorian counts. (Not investment advice.) https://twitter.com/i/web/status/2020537367904329884 https://twitter.com/i/web/status/2020537367904329884"
X Link 2026-02-08T16:37Z [----] followers, [----] engagements
"@TheRayMyers Nice farming throwing dirt on $HIMS is popular these days. No doubt this gets you followers"
X Link 2026-02-08T18:37Z [----] followers, [----] engagements
"@FeritAltinsu And take care bro Istanbul is amazing :)"
X Link 2026-02-08T21:09Z [----] followers, [--] engagements
"People love to overreact to insider sales as a negative signal and then overestimate what it means when founders never sell. According to Netflix cofounder Marc Randolph founders diversifying their wealth away from a single stock can actually be a positive signal. Bad things can happen. When founders secure their personal finances outside the company they reduce the temptation to run the business around their own short-term financial incentives. Paradoxically that can increase alignment with long-term shareholders because they can focus on building instead of managing personal risk. Palantirs"
X Link 2026-02-08T22:12Z [----] followers, [----] engagements
"$HIMS really has played their haters into becoming walking billboards for this much needed conversation Tonight when our ad airs during the Big Game we will continue a much-needed conversation around what healthcare should look and feel like in America: affordable proactive personalized. When we start hard conversations we expect challenges along the way. But we won't ever https://t.co/xQEjeVSweR Tonight when our ad airs during the Big Game we will continue a much-needed conversation around what healthcare should look and feel like in America: affordable proactive personalized. When we start"
X Link 2026-02-08T22:25Z [----] followers, 15.6K engagements
"From $HIMS' Super Bowl letter: Our model is built on a simple transparent principle: we succeed only when our customers do. Healthcare should be three things: proactive personalized and affordable. In my view building a direct relationship with end users and staying aligned with them is the absolute No. [--] priority for $HIMS and they have just doubled down on it. (Not investment advice.) https://twitter.com/i/web/status/2020635740368154837 https://twitter.com/i/web/status/2020635740368154837"
X Link 2026-02-08T23:07Z [----] followers, [----] engagements
"@skolev13 Exactly Nothing wrong with diversification investors own more than one stock too"
X Link 2026-02-08T23:18Z [----] followers, [--] engagements
"I rarely engage with bears and shorts for three simple reasons. [--]. Its not the best use of my time. [--]. Im not trying to convince anyone. [--]. Spending energy or money betting on a stock going down up to 100% instead of thinking about businesses that can grow many times over is in my view a negative personality and IQ predictor. (Not investment advice or social media engagement advice.) https://twitter.com/i/web/status/2020895317500026887 https://twitter.com/i/web/status/2020895317500026887"
X Link 2026-02-09T16:19Z [----] followers, [----] engagements
"Some of the greatest investors in history lost real money. Billions. Warren Buffetts Dexter Shoe deal cost Berkshire roughly $34B in value. Hes called it one of his worst mistakes. Bill Ackman lost about $4B on Valeant. Stan Druckenmiller has said the dot-com bubble cost him billions after a late-stage FOMO chase near the top. Even legends misallocate capital. They didnt close their businesses. They didnt pretend it never happened. They studied it. They learned from it. They spoke about it. Yet on this app people sign up for the highest-beta stocks (not Coca-Cola or Mastercard) screenshot"
X Link 2026-02-10T18:16Z [----] followers, [----] engagements
"@JKeynesAlpha $HIMS has really polarized investors on this app. [--] haters per [--] conviction"
X Link 2026-02-10T21:37Z [----] followers, [----] engagements
"@YounisJoseph @JKeynesAlpha Retatrutide is in Phase [--]. I wouldn't sleep well as a GLP-1 investor but that's just my sleep preference"
X Link 2026-02-11T06:15Z [----] followers, [---] engagements
"@TPerachoritis @JKeynesAlpha Yes and that's fine with one difference. $HIMS holders don't spend their time telling these guys they'll lose their money. We just don't care"
X Link 2026-02-11T07:33Z [----] followers, [---] engagements
"I was wondering why $DUOL is down again and then bang T-Mobile announces live phone translation. So obviously nobody will ever learn a language again because the only reason humans study languages is to talk on the phone. And the only thing $DUOL teaches is languages. I wrote about this recently: live translation is not a headwind to $DUOL. Its almost completely unrelated. Learning a language is about belonging and identity building authentic relationships career leverage cognition and more not just living life on easy mode. But the market loves to use every excuse to revert to its default"
X Link 2026-02-11T15:25Z [----] followers, 16.1K engagements
"The markets perception of growth businesses is kinda like this: You can wear a $10k suit and a $30k Vacheron on your wrist and most of the room wont even notice youre financially secure. But the day you show up in a Ferrari everybody says hi. That collective intelligence gap is a massive opportunity for intelligent retail investors and it only seems to be getting wider. (Not investment advice.) https://twitter.com/i/web/status/2021618963361431628 https://twitter.com/i/web/status/2021618963361431628"
X Link 2026-02-11T16:14Z [----] followers, [---] engagements
"Some good points for the short term though very few $NBIS investors are here for [----] or even [--]. Also the consensus pre bear market was that the realistic multiple for $NBIS was 10x ARR. It's now at 2x. The market sucks mainly because it's suffocated by the rates being too high not because hyperscalers or $NBIS are doing something wrong. https://twitter.com/i/web/status/2021981951645581592 https://twitter.com/i/web/status/2021981951645581592"
X Link 2026-02-12T16:17Z [----] followers, [---] engagements
"In Europe we havent really seen the sun for like [--] days probably an all-time record since that no-sun dinosaur extinction era. And high beta is taking a bloodbath. The gloom is real. Only the White Walkers are missing and it wouldnt even surprise me to read the first reports from somewhere in Finland. https://twitter.com/i/web/status/2021989105224364438 https://twitter.com/i/web/status/2021989105224364438"
X Link 2026-02-12T16:45Z [----] followers, [----] engagements
"@Stockfins Yes and its called investing opposite of swinging"
X Link 2026-02-13T11:58Z [----] followers, [--] engagements
"Love to see this $HIMS Labs might be in its early ChatGPT [----] moment but its already making a real difference and people on this app seem to really love it. In my view as Ive written before Labs pulling more users into the ecosystem is the single most important thing for scaling the business. Each new Labs user expands the pool of longitudinal data which improves personalization over time and makes recommendations incrementally better. As healthcare shifts toward more data-driven personalized care the company that adds users fastest can build a serious data advantage. And as AI gets better"
X Link 2026-02-14T16:10Z [----] followers, [----] engagements
"This is why we love Hims House. Brilliant insight. We can only speculate why $LLY rejected a $HIMS partnership but maybe theyre trying to block what they think could be a formidable rival. If so its already too late. Next time at the table the terms wont be as friendly. 🚨 $HIMS HOUSE SPECIAL REPORT Today Eli Lilly's $LLY CFO made it clear: Lilly will only partner with telehealth firms that agree to stop selling compounded GLP-1s. Lilly's first partnership was with Ro last December followed by LifeMD and Noom earlier this year. We now know https://t.co/JwrhiUXsS7 🚨 $HIMS HOUSE SPECIAL REPORT"
X Link 2025-06-11T21:23Z [----] followers, [----] engagements
"Feels like $NBIS is having its $HOOD moment. While many wait for a pullback the fundamentals just keep improving and the stock keeps going up. Two elite companies with big runs behind them but far from done"
X Link 2025-09-30T15:56Z [----] followers, [----] engagements
"This is something I wrote about earlier and it's starting to play out now. Biotech R&D is moving toward federated cloud collaboration and $NBIS is well-positioned to take on a meaningful share of heavy AI workloads from big pharma companies tied to hyperscalers. Through secure privacy-preserving federated cloud collaboration where each partner retains full control of its data $NBIS is well-positioned to handle specific compute-heavy AI workloads in next-gen drug discovery working alongside hyperscalers that continue to support broader enterprise needs. This means $NBIS isnt trying to displace"
X Link 2025-10-01T20:17Z [----] followers, [----] engagements
"$IREN vs. $NBIS is the hottest debate on this app right now and it really shouldnt be. Both can win massively as AI integrates into every layer of the global economy: $IREN via its AI real-estate moat $NBIS as a true AI-native cloud"
X Link 2025-11-02T11:18Z [----] followers, [----] engagements
"$NBIS is already thinking and moving like a hyperscaler the prerequisite to becoming one"
X Link 2025-11-05T16:28Z [----] followers, [----] engagements
"$HIMS is trading at 3x implied [----] sales. $NBIS is trading at 3x implied [----] ARR. $ZETA is trading at 2x implied [----] sales. Current prices dont reflect what these businesses are building toward"
X Link 2025-11-11T19:53Z [----] followers, [----] engagements
"What if the real question for $NBIS isnt whether it can meet AI demand but how it does it: How many megawatts it locks into hyperscaler contracts and how many it reserves to elevate and lock in the next wave of AI startups At the heart of Nebiuss strategy is a simple physical fact: everything starts with electricity. A data center is in first-principles terms a factory that turns megawatts (MW) of power into tokens of computation. The question is how you monetize each MW: Do you rent it out in bulk to hyperscalers like $MSFT and $META or do you keep it flexible for your own high-margin"
X Link 2025-11-12T21:38Z [----] followers, [----] engagements
"Once again $PLTR not only crushed linear market expectations but it also crushed the linear minds who turned it into the most hated stock on this app just four years ago. Many dont remember (or prefer to forget) but in [----] $PLTR lost about 3/4 of its value from the previous high amid a series of narratives that must have sounded very smart at the time: No path to profitability insane valuation too retail-heavy too government-reliant endless dilution insiders dumping millions to screw retail and a supposed lack of unique value proposition that would eventually bury the platform. Yet here we"
X Link 2026-02-02T22:09Z [----] followers, [----] engagements
"$NVO has lost 70% of its value over the last [--] months and the management is now under enormous pressure to do something. The only question is whether they actually know what that something is"
X Link 2026-02-05T19:29Z [----] followers, [----] engagements
"In my view $NVO is a GLP-1 company and GLP-1 margins are taking one massive hit after another. $HIMS is a direct-to-consumer network + data company. Only one of those models should be terrified of the other. And it shows"
X Link 2026-02-06T06:53Z [----] followers, [----] engagements
"What could happen if the $HIMS vs $NVO fight goes mainstream I might be totally wrong here and I havent really seen anyone bring this up but theres a scenario where $HIMS positions itself as the Robin Hood of healthcare fighting a rigged pharma system to bring world-class care to ordinary people at lower prices. If that narrative takes hold its basically free marketing. It could pull hundreds of thousands of new customers into their network just like that. Both the launch of the oral semaglutide and the timing of it seem aligned with the upcoming Super Bowl ad and the storyline could easily"
X Link 2026-02-06T07:43Z [----] followers, 19.4K engagements
"In my view $IREN potentially bringing software proves two things: [--]. $NBIS bulls who wrote about the software stack creating peak value in AI cloud were right all along despite being clowned by $IREN ones. [--]. $IREN is behind the first movers into the software stack like $NBIS. Extracting maximum intelligence out of every GPU takes years of dedicated focus and real-world telemetric data. Cheers and follow for more long value creation theses. We think in years here. $IREN finally heard what Ive been saying for months. The client requested a software stack. People here used to mock me saying"
X Link 2026-02-06T17:01Z [----] followers, [----] engagements
"I havent seen a single MD on this app who appreciates what $HIMS is trying to build and Im talking about proactive and personalized medicine. And I hate to say it but in real life I havent met any MDs who can think outside the box. Or boxes. And I'd really love to. (Not investment or social advice.) https://twitter.com/i/web/status/2019889592946589990 https://twitter.com/i/web/status/2019889592946589990"
X Link 2026-02-06T21:43Z [----] followers, [----] engagements
"Andrew Dudum and $HIMS have played their haters into useful free marketing fools pardon me tools. Walking billboards. If we see improved customer acquisition costs in Q1 some of those bears will have played a major role. (Not investment advice.)"
X Link 2026-02-07T00:14Z [----] followers, 39.3K engagements
"Question for $HIMS haters but only the really smart ones. Like genius level. If Andrew Dudum sold about [---] million shares in [----] and still owns about [---] million shares which means he kept roughly 82% of that stake and if most of those sales were made under a pre-scheduled 10b5-1 plan why did he not sell a lot more after supposedly pumping the stock It takes some serious 8-D chess to pump the stock sell less than a fifth of your stake keep more than four fifths kill the stock price and then supposedly ride the rest to zero. https://twitter.com/i/web/status/2020601177180709004"
X Link 2026-02-08T20:50Z [----] followers, 24.9K engagements
"From $HIMS' Super Bowl letter: At Hims & Hers we dont shy away from uncomfortable truths and we fully expect this ad will ruffle some feathers. When you challenge a status quo that has existed for generations the establishment talks back. But its a small price to pay to expose a glaring unfair reality: getting and staying as healthy as possible remains an exclusive privilege for those who can afford it. If our message makes the industry uncomfortable its because their profits rely on the many but benefit the few. https://twitter.com/i/web/status/2020633626887454925"
X Link 2026-02-08T22:59Z [----] followers, 18.2K engagements
"My $HIMS thesis will be reviewed next year based on early Labs success not based on lawsuits from GLP-1 companies that statistically tend to end in settlements. Legal battles were always part of the risk. (Not investment advice.)"
X Link 2026-02-09T15:53Z [----] followers, [----] engagements
"$NBIS reports today and given their track record so far I feel long shareholders will be very happy with the progress. But at the same time I dont think the market will meet the report with buy orders. It also wouldnt surprise me if it meets it with a selloff. The reason is simple: the broader market is looking at AI infrastructure earnings with a target on their head. They killed $AMD after a banger earnings call and then did the same with $MSFT for no real reason. The answer is again simple: the macro environment is currently extremely hostile to stocks trading on ARR or just future"
X Link 2026-02-12T07:45Z [----] followers, [----] engagements
"For months the market was waiting for proof of execution from $NBIS. It just got it. So whats the excuse now not to rerate the stock Today we reported our Q4 and full-year [----] financial results. The highlights include: - ARR as of year-end was $1.25B ahead of our most recent guidance of $900M$1.1B - This paves the way for significant continued growth. We are on track to end [----] with ARR of $7B$9B https://t.co/N0N8gKpiLT Today we reported our Q4 and full-year [----] financial results. The highlights include: - ARR as of year-end was $1.25B ahead of our most recent guidance of $900M$1.1B - This"
X Link 2026-02-12T12:46Z [----] followers, [----] engagements
"The market is really looking at AI infrastructure earnings with a target on their head $NBIS $NBIS reports today and given their track record so far I feel long shareholders will be very happy with the progress. But at the same time I dont think the market will meet the report with buy orders. It also wouldnt surprise me if it meets it with a selloff. The reason $NBIS reports today and given their track record so far I feel long shareholders will be very happy with the progress. But at the same time I dont think the market will meet the report with buy orders. It also wouldnt surprise me if"
X Link 2026-02-12T14:43Z [----] followers, [----] engagements
"Long investor with a 2030+ mindset. I invest mainly in AI infrastructure and AI data platforms space and precision medicine. Winning on $NBIS $RKLB and $ASTS. In the red and unapologetically holding two businesses declared dead by the collective app intelligence: $HIMS and $DUOL. $ZETA and $ABCL on standby. Each thesis still playing out. Follow for high-signal insights on these themes and the occasional detour beyond. The future is much bigger. Lets picture it together. Educational content never investment advice. https://twitter.com/i/web/status/2020163157986029911"
X Link 2026-02-07T15:50Z [----] followers, [----] engagements
"So the day after getting sued $HIMS is ending less in the red than $AMD after a strong earnings call. Whoever makes money trading and swinging in this market must be a pure genius. (Not investment advice.)"
X Link 2026-02-09T21:03Z [----] followers, [----] engagements
"$ZETA under $4B after their last Investor Day and earnings call and the Athena release has to be the biggest joke of the year. (Not investment advice.)"
X Link 2026-02-11T15:44Z [----] followers, [----] engagements
"If chips and ontology is where the money is being made as Karp says Its also batshit crazy that other specialized ontologies like $ZETA in marketing $DUOL in learning and $HIMS in longitudinal healthcare (with a forward outlook) are all valued sub $5B. (Not investment advice.) Palantir CEO Alex Karp on @michaeljburrys Palantir and Nvidia short: As far as I can tell the two companies hes shorting are the ones making all the money which is super weird. The idea that Chips and Ontology is what you want to short is batshit crazy. https://t.co/tMUuE100Nc Palantir CEO Alex Karp on @michaeljburrys"
X Link 2026-02-12T17:07Z [----] followers, [----] engagements
"This is probably an unpopular take in the middle of this selloff and FUD. But Im doubling down on this idea. I pledge to quote this post in exactly [--] years good or bad. Lets see if generic AI with less data can beat ontological AI with more data. The voters have voted. And voter wisdom is of course undeniable. (Not investment advice.) If chips and ontology is where the money is being made as Karp says Its also batshit crazy that other specialized ontologies like $ZETA in marketing $DUOL in learning and $HIMS in longitudinal healthcare (with a forward outlook) are all valued sub $5B. (Not"
X Link 2026-02-12T20:09Z [----] followers, [----] engagements
"Oversold $HIMS opening in the green today tells you something. $HIMS shorts and bears on this app think the stock is going to zero. Algorithms that dont think just react to perceived imbalances are buying. Which implies algorithms are smarter than the average $HIMS short and bear on this app"
X Link 2026-02-13T15:03Z [----] followers, [----] engagements
"@Sandeman52 I swear algos are scrolling through those $NBIS screenshots"
X Link 2026-02-13T16:53Z [----] followers, [---] engagements
"Really feel for my Dutch friends and fellow investors. Taxing unrealized gains is insane even more so at that 36% rate. Wild. For anyone thinking about alternatives: Croatia taxes realized capital gains at 12%. And if you hold for [--] years its flat 0%. Yes zero. So no taxes for long investors while traders and swingers pay a modest amount compared to most of Europe. And you get an extra [----] sunny hours the Adriatic coast and Mediterranean food on top. Life in the Mediterranean is a cheat code. (Not tax advice. Just facts.) https://twitter.com/i/web/status/2022684115271578021"
X Link 2026-02-14T14:47Z [----] followers, 32.7K engagements
"@joemalboeufvt Just curious why do you think Labs might be a growth driver but not a catalyst"
X Link 2026-02-14T15:09Z [----] followers, [--] engagements
"$HIMS End Game: From Labs to Life OS The genie is out of the bottle. Once customers experience near-instant almost frictionless access to personalized healthcare there is no going back. It starts simple. Layer 1: basic biomarkers Quarterly blood panels. Lipids. HbA1c. Liver enzymes. Vitamin levels. Layer 2: continuous signals Wearables: sleep HRV resting HR glucose variability activity load. You stop managing numbers and start managing trends. Layer 3: behavior and context Nutrition patterns. Adherence. Mood check-ins. Stress. The why behind the biomarkers. Layer 4: deeper labs ApoB. Lp(a)."
X Link 2026-02-14T17:26Z [----] followers, 12.8K engagements
"@pkelleter87 It didnt have a good head start with the communism and then the war but improving kinda like Eastern Germany so Id expect Germans to understand that"
X Link 2026-02-15T17:28Z [----] followers, [--] engagements
"Contrary to some misconceptions Recursion or $RXRX isnt just an AI company using synthetic data to enhance drug development. Its a TechBio platform that combines real lab experiments with machine learning to accelerate drug discovery. Heres how the flywheel works: 1) Compute (the engine) It starts with compute hardware that makes everything else possible. Recursion runs BioHive-2 an $NVDA-powered supercomputer that ranked #35 on the TOP500 list when announced and has been described as the fastest supercomputer wholly owned by any pharmaceutical company. That horsepower lets them train large"
X Link 2025-09-15T16:10Z [----] followers, [----] engagements
"@romanchernin @nebiusai Sydney Sweeney wearing it would be nice too"
X Link 2025-09-17T20:07Z [----] followers, [----] engagements
"This is unreal. At this point the scale of the AI economy is so massive that AI infrastructure companies like $NBIS and $IREN dont even need a specific catalystthey just need to exist. And what were seeing here might be just a preview of the scale of compute that Physical AI of the future will demand. $NVDA BREAKING: NVIDIA IS INVESTING $100B INTO OPENAI & PROVIDING 10GW OF COMPUTING CAPACITY. Jensen: This is the biggest infrastructure project in history. Computing demand is going through the roof for OpenAI. Every person I know uses ChatGPT. Oh. My. Goodness. https://t.co/0SduLgKQbX $NVDA"
X Link 2025-09-22T17:45Z [----] followers, [----] engagements
"I dont usually comment on daily price moves they rarely matter in the big picture. But $NBIS hitting $100 feels like a good moment to pause and reflect. Big respect to everyone who believed early (this is still early) held through the pullbacks shared knowledge and helped shape this story. Ive learned a lot from you all and hopefully contributed a little too"
X Link 2025-09-22T17:54Z [----] followers, [----] engagements
"New drugs used to be discovered in lab experiments. Today they are increasingly designed in the cloud using AI tools like NVIDIA BioNeMo running on Nebius' biocloud infrastructure. Together $NBIS and $NVDA are reshaping the future of biotech. Join our webinar October 2nd at 9:00 PDT (UTC-7) to see how @NVIDIA BioNeMo and Nebius help researchers: - Speed up model training & inference - Deploy and adapt ready-to-use biology models - Cut costs and accelerate discoveries Speakers include Dr. @ilyaburkov @cedricSteenb https://t.co/uD35PPoS9q Join our webinar October 2nd at 9:00 PDT (UTC-7) to see"
X Link 2025-09-23T17:46Z [----] followers, [----] engagements
"AI & Neuroscience: A Double Helix of EvolutionSoon in $NBIS' Cloud Earlier this year I attended a conference in Split Croatia that left a lasting impression. While venture capitalists poured $110B into AI startups in [----] chasing the next ChatGPT or AI-powered hedge fund the most profound conversations about intelligence were happening elsewhere: in a sunlit conference center in the iconic city on the Adriatic coast. This wasnt another flashy demo day. It was the 6th International Conference on the Mathematics of Neuroscience and AI a gathering of world-class scientists engineers and"
X Link 2025-09-26T22:33Z [----] followers, [----] engagements
"The fact that $NBIS' Avride now operates whats considered the largest single-site robot delivery fleet in the U.S. is a big deal. At The Ohio State University (OSU) [---] robots are completing 1.21.3k deliveries a day with 100000+ served so fartightly integrated with Grubhub. In AI first-mover advantage compounds. The more deliveries the more data. The more data the better the autonomy. Yes competition is fierce. Starship leads globally (8M+ deliveries) and Serve is scaling fast via Uber Eats. But Avrides focused campus model is proving efficient and theyre already expanding to cities like"
X Link 2025-09-26T23:19Z [----] followers, [----] engagements
"Out of [---] open roles at $NBIS [--] are listed as remote including one titled "Specialist Solutions Architect (Life Sciences)." The role supports cutting-edge work: molecular modeling genomics large-scale simulations and ML-driven drug discovery and requires internal cross-team collaboration. Youd expect it to require full-time office presence right Instead its remote-friendly across the EU. That says a lot about $NBIS culture. While others double down on control $NBIS is doubling down on trusteven in high-stakes high-skill domains like biotech and AI. Its a quiet signal but a powerful one: in"
X Link 2025-09-27T07:27Z [----] followers, [----] engagements
"A nice surprise by $NBIS: $25 in credits from just for attending their webinar on distilled LLMs. Heres the key idea: Models are getting huge open-source LLMs now approaching 1T parameters. Theyre powerful but expensive to run: more compute more energy more memory and more dollars to pay. Distillation offers a way out shrink a large model while retaining 90% of its performance at a fraction of the cost. $NBIS not only supports distilled models in its AI Studio it actually teaches you how to distill them yourself. And they give you credits to try. At first glance that seems against their own"
X Link 2025-10-01T18:07Z [----] followers, [----] engagements
"With $ABCL closing the day up 18.5% its a good time to reshare what I think is the single most important thing for the company right now: Protecting its core microfluidics IP either by winning in court against Bruker or reaching a favorable settlement. Once thats resolved the next major milestone are the clinical Phase [--] readouts for ABCL635 and ABCL575 expected around mid-2026. So first win the IP battle then prove it in the clinic. Simple as that. These two factors will shape the next chapter for $ABCL. Everything else is noise for now. I recently wrote that AbCellera ( $ABCL ) had"
X Link 2025-10-01T20:44Z [----] followers, 12.7K engagements
"Curious if this big $ABCL move is just a random event or if the market is starting to price in something from the ongoing Phase [--] trials"
X Link 2025-10-01T21:03Z [----] followers, [----] engagements
"$AMD is up 25% pre-market and this feels like just the beginning. @alc2022 saw it coming years ago. Nothing more to say. Today were announcing a multi-year multi generation strategic partnership with @OpenAI that puts AMD compute at the center of the global AI infrastructure buildout. ✅ 6GW of AI infrastructure ✅ Initial 1GW deployment of AMD Instinct MI450 series GPU capacity beginning 2H https://t.co/AVRgSePB0m Today were announcing a multi-year multi generation strategic partnership with @OpenAI that puts AMD compute at the center of the global AI infrastructure buildout. ✅ 6GW of AI"
X Link 2025-10-06T12:00Z [----] followers, 16.7K engagements
"Really appreciate this thoughtful take its good not to be blindly bullish on $NBIS after the massive run theyve had. But personally I dont see the OpenAI - $AMD deal as bearish for $NBIS. If anything it feels more neutral maybe even a long-term positive. The AI compute market isnt capping its exploding and the idea of a single-architecture world was never realistic. $AMD was always going to have its moment and this has been years in the making. $NVDA knew that. $NBIS knew that too. Yes OpenAI is diversifying beyond $NVDA. But CUDA is still one of the most mature and stickiest ecosystems in"
X Link 2025-10-06T16:29Z [----] followers, 15.2K engagements
"Reminder: $IREN is ripping and they dont even have a single AI or orchestration job listed. Not dismissing their renewable energy leverage but come on. This says a lot about where this industry is right now"
X Link 2025-10-06T16:52Z [----] followers, [----] engagements
"Congrats to $IREN bulls on these big (unrealized) gains. Just to clarify my comments from yesterday which seem to have been misunderstood: I believe $IREN is an exceptional business for this particular moment in time positioned to grow explosively as demand for compute scales exponentially. Their vertical integration with direct ownership of a significant portion of land and infrastructure favorable long-term renewable energy contracts and data center operations with industry-leading power usage efficiency (PUE) put them in a unique position to essentially print data centers. On top of that"
X Link 2025-10-07T13:50Z [----] followers, [----] engagements
"Building data centers faster like $IREN does works perfectly for this moment in time but it doesnt build a moat. Voices like Ares Co-President Kipp deVeer are starting to warn about overbuilding risks. If the compute supply-demand curve ever balances out and it's hard to say when that might happen software becomes the real differentiator. Orchestration developer tools APIs supportthe sticky layers that create loyalty and margin. Right now $IREN shows zero interest in that stack. Not even a gesture. And that's fine until it isnt. The flood of capital pouring into AI infrastructure is raising"
X Link 2025-10-08T09:17Z [----] followers, 12.7K engagements
"Big win for $NBIS. Heres why this TD SYNNEX partnership is a big deal and what it actually means. In simple terms: TD SYNNEX will now resell Nebiuss AI cloud infrastructure to its massive network of IT resellers system integrators and service providers. These partners can now offer Nebius-powered GPU compute to their customers without buying or managing any hardware themselves. Wait who is TD SYNNEX Think of TD SYNNEX as the middle layer of global tech sales. They dont sell directly to end customers. Instead they help 150000+ IT partners in 100+ countries resell hardware cloud services and"
X Link 2025-10-08T13:28Z [----] followers, 50.2K engagements
"Been watching $ZETA Investor Day. This is a seriously impressive business. What started as a martech platform has clearly outgrown that label and is evolving into something much bigger: a full-scale business ontological intelligence platform. There are real parallels to $PLTR here. Zeta is building something foundational: a system that doesnt just manage marketing but helps enterprises understand and act on the deep structure of their customer and operational data. Soon this ones going to be all over your feed"
X Link 2025-10-08T13:57Z [----] followers, 11K engagements
"This might age anywhere between zero and one. No supporting evidence just one of those fan theories. After the $MSFT deal $NBIS has signaled that more strategic partnerships are coming. One plausible theory could be a big deal with OpenAI and the Middle East. Heres how the puzzle fits: Nebius already has a presence in the region. Gulf nations recently pledged tens of billions toward AI infrastructure following high-profile U.S. visits. That delegation included two key names: Sam Altman and Jensen Huang. Jensen recently made a telling comment: the next wave of data centers will be built in"
X Link 2025-10-09T18:19Z [----] followers, [----] engagements
"$ZETA's value proposition isnt that it uses AI its that the entire platform is AI-native. From data ingestion to campaign orchestration everything is built around multi-agent intelligence. Not AI layered on top but AI embedded end-to-end. Legacy players are enhancing 2010s-era marketing stacks with AI. Zetas platform is AI. And theres a big difference between being AI-enhanced and being AI-native. So investing in $ZETA is essentially a bet that native intelligence will outperform add-on intelligence even if the incumbents dominate in scale stature and market share today. Its a similar thesis"
X Link 2025-10-11T20:44Z [----] followers, [----] engagements
"@_visionarius Supergraph"
X Link 2025-10-12T23:44Z [----] followers, [--] engagements
"Good point. LiveRamp and Acxiom are indeed leaders in identity and data resolution. But Zeta goes beyond that. Zetas SuperGraph is an AI-native system that uses GenAI to predict intent emotional response and optimal timing. This helps brands decide not only who to reach but also who not to like excluding customers unlikely to convert (because of a previous purchase) or those who could be frustrated by a credit rejection. I don't think competitors can do this. LiveRamp and Acxiom have AI tools too but their focus is more on data infrastructure and collaboration. Zeta is built specifically for"
X Link 2025-10-13T00:31Z [----] followers, [---] engagements
"Choosing a cloud for AI is like choosing a gym. You can go with $IREN a basic gym next to a solar power plant with lots of space and dumbbells of all sizes and a do-it-yourself setup. Or $NBIS a full-service fitness center with personal trainers and nutritionists sauna and wellness progress-tracking apps and all the necessary certifications. Both will make you stronger. One gets you there faster safer and smarter. So ask yourself: Which gym will have more paying members five years from now"
X Link 2025-10-16T20:23Z [----] followers, 16.1K engagements
"Andrew Dudum got dragged for referencing a short squeeze with 👀 Meanwhile $HIMS gets near-universal hate on this app despite daring to upgrade a healthcare system that hasnt moved an inch in [---] years and working to make medicine more personalized and preventive. $HIMS' mission is to extend human lifespan in good health yet most people here cheer its pullbacks and earnings misses while it quietly builds the infrastructure to make that happen against all odds. Makes you wonder. Alex Karp CEO of Palantir ranting on CNBC about short-sellers destroying American businesses so they can fund their"
X Link 2025-10-17T11:19Z [----] followers, [----] engagements
"Back to $ZETA. Jeff Bezos often said that when building a company you should focus on whats not going to change rather than on what's about to change. At its core building a business is a long-term exercise in generating durable free cash flow growth. And one thing that wont change in any economy is the need to market your product and outsell the competition unless youve built something so unique that it sells itself (which is rare). Now zoom out. Youre thinking in decades. And youre looking at the only truly AI-native marketing company one that just launched an impressive conversational AI"
X Link 2025-10-26T23:29Z [----] followers, 12.1K engagements
"Imagine if we could map the brains immune system the way we mapped the genome not just a few targets but the whole cellular network alive and reactive in high resolution. Thats what $RXRX just said it delivered. Recursion announced a $30M milestone payment from Roche/Genentech triggered by acceptance of the Microglia Map the first whole-genome functional map of microglia the brains immune cells involved in Alzheimers ALS Parkinsons and more. The scale is wild: over [---] billion iPSC-derived microglia [--] million images 17000+ genes perturbed plus thousands of compounds - standardized"
X Link 2025-10-29T13:08Z [----] followers, [----] engagements
"AbCelleras lexicon bulls love to remind me that $ABCL is a biotech business not TechBio. That it searches for new drugs through wet lab experimentation and natural reservoirs not by designing them in silico like the TechBio companies. To me thats a rigid and short-sighted understanding of their company and what it could become. Thinking in decades heres a plausible scenario: Its November [----] and AbCellera is presenting its Q3 results. Bulls are tuned in ready to take notes on their favorite biotech. Then on slide [--] Carl Hansen casually drops: Oh almost forgot. we just sold our first license"
X Link 2025-10-29T15:07Z [----] followers, [----] engagements
"Took heat for calling $IREN a basic gym with dumbbells. Then $NBIS' CTO came along and basically called them a non-cloud. https://x.com/drtomslens/status/1978919861486244315s=46 $NBIS CTO fires shot at fake neoclouds" Frankly almost no neocloud in the market is actually a cloud. Theyre just a bunch of bare metal with a ton of third-party software slapped on top with varying levels of attention to detail. Companies he may be referring to: $IREN https://t.co/pPolCicIln https://x.com/drtomslens/status/1978919861486244315s=46 $NBIS CTO fires shot at fake neoclouds" Frankly almost no neocloud in"
X Link 2025-10-31T18:13Z [----] followers, 18.1K engagements
"$NBIS' core is an AI-native cloud. $IREN is a data center real estate / construction company. This is by no means meant as derogatory toward $IREN. I think both are exceptional businesses and I own both. But lets use terms correctly: Cloud isnt just hardware + software it's where they become one. Bare metal is just a posh name for AI real estate"
X Link 2025-10-31T22:27Z [----] followers, [----] engagements
"Ive seen takes that $NBIS could sell off because core cloud margins will compress. Over the long run stock prices track free cash flow per share not margins. Margins matter because they drive FCF but they arent the only driver. If the addressable market and revenue keep compounding as AI continues to integrate across every layer of the global economy and the business scales efficiently growth can outweigh possible margin compression and still expand FCF/share. This assumes ROIC stays above the cost of capital. If it doesnt margin pressure would destroy value rather than create it and at that"
X Link 2025-11-02T10:56Z [----] followers, [----] engagements
"$HIMS beat revenue but missed EPS and no it wasnt because they had to ramp customer acquisition costs (CAC) to drive revenue. Marketing spend actually fell to 39% of revenue (from 45% last year) which points to better efficiency and more organic pull. The EPS miss came from 5% lower gross margin (mainly weight-loss shipping cadence/timing) and higher non-marketing OpEx. In short: Revenue strength is intact CAC efficiency improving long-term platform strategy is well on track. Bears won't sleep well tonight. Always read the footnotes before reacting to the headline"
X Link 2025-11-03T21:33Z [----] followers, [----] engagements
"Credit where its due: $HIMS is playing out exactly the way Antonio called it. So far spot on. $HIMS is a 100X opportunity. $HIMS is transforming telehealth by connecting patients with doctors via its app and delivering prescriptions through advanced automated pharmacies. Here are the six key drivers of $HIMSs explosive growth: [--]. Cost Efficiency: Offering treatments https://t.co/jadfSqruDn $HIMS is a 100X opportunity. $HIMS is transforming telehealth by connecting patients with doctors via its app and delivering prescriptions through advanced automated pharmacies. Here are the six key drivers"
X Link 2025-11-03T21:52Z [----] followers, 28.4K engagements
"$NBIS is building a one-roof AI superstore: GPUs managed clusters storage hosted models / inference and privacy-preserving federated workloadsso teams can train fine-tune collaborate and ship in one place and with near-zero friction"
X Link 2025-11-05T10:50Z [----] followers, [----] engagements
"Were entering the age of inference. $NBIS' vertically integrated AI cloud is starting to gain recognition in exactly the way I wrote about earlier by powering the next wave of generative media applications. As real-time content creation scales creators are increasingly relying on ultra-efficient inference to generate high-quality audiovisual content at cost-friendly token pricing. Great to see companies like @higgsfield_ai choosing @nebiusai as a key infrastructure partner. $NBIS is clearly emerging as a blueprint for the next era of AI cloud: End-to-end integration inference at scale and"
X Link 2025-11-05T15:28Z [----] followers, [----] engagements
"$NBIS is a hyperscaler in the making with two high-profile non-core assets. Yet the market still sees it as a bare metal Bitcoin miner-convert"
X Link 2025-11-05T16:38Z [----] followers, [----] engagements
"Red or green $NBIS holders sleep the same. They know what they own and think in longer timeframes than the average market participant. And if they ever forget this great community is always there to remind them"
X Link 2025-11-06T18:36Z [----] followers, [----] engagements
"$ABCL gives a Q3 update today so its a good moment to recap where the business stands. AbCellera has so far advanced [--] antibody programs to clinical trials: [--] internal assets (ABCL635 and ABCL575 both in Phase 1) with a third candidate (ABCL688) recently nominated as well as [--] partnered programs. Success in even a few of these programs could unlock meaningful revenue and further validate the platform. At the same time a critical patent case is unfolding. AbCellera is suing Bruker for allegedly infringing its key microfluidics patent (U.S. No. 10087408). In May [----] the Federal Circuit"
X Link 2025-11-06T22:03Z [----] followers, [----] engagements
"$ABCL's microfluidics engine acts like a precision filter letting the best antibody candidates pass through while blocking the noise. This means fewer costly misses which directly translates into faster timelines and better economics for both Abcellera and its partners"
X Link 2025-11-06T22:29Z [----] followers, [----] engagements
"Every company grows by solving a mathematical optimization problem. $NBIS focuses on unit tokenomics lowering cost per successful answer by producing more precise tokens per watt. $IREN focuses on rackonomics maximizing usable racks per dollar and brute scale over building the vertical software stack for token-level efficiency. Its easy to see why these models polarize investors. BOOM🔥🔥🔥 Dan Roberts just beautifully articulated the reason you buy $IREN and not $NBIS in this space. "If you step back and think about it you're contracting with some of the largest most sophisticated technology"
X Link 2025-11-07T09:46Z [----] followers, 70.4K engagements
"Bitcoin miner-converts be like: You cant do that Arkady. We own all the power. $NBIS: Great. We own the full stack. $NBIS UK Datacenter "The first but not the last" - Arkady Volozh. Thats what we like to hear 👂 $NBIS UK Datacenter "The first but not the last" - Arkady Volozh. Thats what we like to hear 👂"
X Link 2025-11-07T11:04Z [----] followers, [----] engagements
"So $IREN just lost the only edge it had over $NBIS $NBIS GUIDING FOR 2.5GW OF POWER HOLYY https://t.co/6vkyy0nW6n $NBIS GUIDING FOR 2.5GW OF POWER HOLYY https://t.co/6vkyy0nW6n"
X Link 2025-11-11T12:08Z [----] followers, 33.1K engagements
"With $NBIS now guiding to [---] GW $IREN's narrative around a unique physical moat in building at-scale AI infrastructure has weakened. This doesnt affect the fundamentals. $IREN is executing well and I expect them to keep scaling and raising guidance over time. But it might affect how the market sees the business: its willingness to overlook the missing software layer and consequently the multiple its willing to assign"
X Link 2025-11-12T14:36Z [----] followers, 38.5K engagements
"$DUOL's true moat isnt in languages or subjects in general: its in a proprietary behavioral dataset on the psychology of learning (motivation retention dropout risk) that guides and personalizes the next best exercise maximizing outcomes per dollar spent. Why would anyone want to learn languages from $DUOL if theres AI translation Let me debunk this in twice with a single example: We have calculators but people still want to learn math from Duolingo. 1- People will still want to learn languages even with translation 2- https://t.co/RjpCGDE61s Why would anyone want to learn languages from"
X Link 2025-11-12T14:51Z [----] followers, [----] engagements
"AI infrastructure is the only sector where being sold out raises a bear flag"
X Link 2025-11-12T16:27Z [----] followers, 11.7K engagements
"You can tell $NBIS management has executed exceptionally well when after [--] months the main bear argument is that theyre only contracting power and not yet grid-connecting. Like you can just throw around multi-GW numbers and not have to deliver"
X Link 2025-11-13T06:51Z [----] followers, [----] engagements
"Great letter from $WISE.L's CEO and a great write-up which perfectly captures what I care about when picking companies: exceptional leadership customer obsession around real and longstanding acute pains and a flywheel of value creation that grows over time and gets harder and harder to replicate. The tweet below from $Wise founder Kristo Krmann reminded me of Jeff Bezos' last letter as $AMZN CEO. Let's start with the short thread Krmann shared he wrote: Pay a screenshot is one of the coolest secret features on @wise. Just used it save NZ$225 of card fees and some https://t.co/XhnTJpe6q3 The"
X Link 2025-11-17T23:40Z [----] followers, [----] engagements
"$NVDA just made voice AI feel a lot more natural. Here is why it could be a complete game changer for $DUOL. Duolingo's unique edge isn't an app that feels fun. It's years of learning and teaching data that nobody else has. But to turn that data edge into a perfect learning experience Duolingo needs two things: [--]. Cheap compute so it can add more intelligence to every minute of learning without raising prices. [--]. Conversations that feel natural not like waiting your turn on a walkie-talkie. Until now most voice assistants have felt exactly that way. You talk. Then you wait. Then it talks. It"
X Link 2026-01-24T19:19Z [----] followers, [----] engagements
"@alc2022 I think Antonio likes $ASTS but would never invest in them because he's not convinced they can maintain moat"
X Link 2025-07-13T17:16Z [----] followers, [----] engagements
"@alc2022 I think the $NBIS deep dive might just knock Antonio off his chair and theres a real chance it becomes his 7th position. An outstanding business"
X Link 2025-07-13T17:58Z [----] followers, [----] engagements
"In Q2 $ABCL funded 44% of its R&D expenses through research fees and licensing revenue. Thats a really encouraging sign. Hopefully this isnt a one-off but the beginning of a recurring trend"
X Link 2025-08-07T20:49Z [----] followers, [----] engagements
"An absolute gem of an article for anyone looking to understand the science behind $ABCL. As someone whos spent years in research I can say this is research passion and conviction applied to investing. Thanks for all the time and effort youve invested in building this amazing community. https://t.co/YqelW5CMPS https://t.co/YqelW5CMPS"
X Link 2025-08-11T04:17Z [----] followers, [----] engagements
"$PRME's gene editing platform is one of the most groundbreaking technologies of this century. The idea that we can edit DNA to prevent or cure disease at the source not just manage symptoms will reshape medicine as we know it. If Prime doesnt scale it someone else will. Simple as that. But in biotech great science isnt enough. The team matters just as much. $PRME's leadership today is clearly strong on the scientific and technical side. Theyve brought complex therapies to market built manufacturing systems and led clinical programs in challenging areas like gene therapy. For a $600M startup"
X Link 2025-08-24T07:58Z [----] followers, [----] engagements
"What If the Next Blockbuster Drug Comes from a Laptop From the 1970s to early 2000s many engineering science tasks from simulation to modeling required expensive supercomputers. Only big companies or elite research labs could afford to participate. Then $NVDA changed everything. GPU acceleration brought high-performance computing to the masses. Fast forward to the early LLM era training models was once prohibitively expensive. That changed when $NBIS entered the scene quietly democratizing AI infrastructure at scale. And now the same shift is coming to biotech. Until recently advanced drug"
X Link 2025-08-26T22:06Z [----] followers, [----] engagements
"When the market finally prices in the potential of $nbis' life sciences cloud platform the rerate could be significant. Very few understand this opportunity fully yet. Ill keep stressing it until it manifests into reality. The opportunity in biotech-as-engineering is just massive. Its like what GitHub did for software only now happening in biotech"
X Link 2025-09-02T16:23Z [----] followers, [----] engagements
"Not surprised in the slightest. Everything $NBIS has done over the past [--] months pointed to this moment: landing a major client like $MSFT a hyperscaler with its own infrastructure that now wants a piece of $NBIS. This is the ultimate proof its playing in the top league. We shareholders have known this for a while and Im truly happy for the communityone of the nicest groups on this app from whom Ive learned so much (and hopefully contributed a little too). And for anyone feeling the train has already left dont worry. A business this outstanding has no limits"
X Link 2025-09-08T21:26Z [----] followers, 11.8K engagements
"Roman Chernin $NBIS CBO: "We had a crazy run in the first [--] years. There was no time to systematize processes or implement the right tools. Our team is exceptional because they delivered despite far-from-ideal processes and tools. But now its time to grow up: to build the systems and processes for scale. We're laying the foundation for the next 10x growth." Which means everything so far was achieved without proper systems and tools. At Yandex Nebius engineers built world-class systems in far-from-ideal conditions without cutting-edge tools. Same story now. You cant beat engineers trained for"
X Link 2025-09-12T14:59Z [----] followers, 11.7K engagements
"$ABCL up 10% today. While I dont usually comment on daily moves its a good moment to recap where the business stands. AbCellera has so far advanced [--] antibody programs to clinical trials: [--] internal assets (ABCL635 and ABCL575 both in Phase 1) with a third candidate (ABCL688) recently nominated as well as [--] partnered programs. Success in even a few of these programs could unlock meaningful revenue and further validate the platform. At the same time a critical patent case is unfolding. AbCellera is suing Bruker for allegedly infringing its key microfluidics patent (U.S. No. 10087408). In May"
X Link 2025-09-16T19:47Z [----] followers, [----] engagements
"A good way to understand where technology is heading is by listening to Jensen Huang and observing what $NBIS is focusing on. Recently Nebius announced the Robotics and Physical AI Awards aimed at companies pushing the frontier of physical AI robotics autonomous systems and streaming video analytics. These are the technologies redefining how machines learn to understand and interact with the physical world. And it makes sense. Video-based models can require 10x100x more data to train and infer compared to LLMs. Nebius clearly sees the future leaning hard into video and the potential revenue"
X Link 2025-09-19T13:16Z [----] followers, [----] engagements
"Looks like $NBIS is still schooling the king of voodoo investing Keep coming down $NBIS Teach some lessons Keep coming down $NBIS Teach some lessons"
X Link 2025-09-23T14:15Z [----] followers, [----] engagements
"How many of the drugs accelerated by this Executive Order will end up being discovered on $NBIS' AI-native biocloud purpose-built for exactly these kinds of workloads .@POTUS: "I'm thrilled to sign a very historic Executive Order to massively accelerate pediatric cancer research and harness the extraordinary potential of Artificial Intelligence to fight this terrible disease." https://t.co/v1zY0EfgxN .@POTUS: "I'm thrilled to sign a very historic Executive Order to massively accelerate pediatric cancer research and harness the extraordinary potential of Artificial Intelligence to fight this"
X Link 2025-09-30T20:19Z [----] followers, [----] engagements
"While the hyperscalers offer broader software ecosystems and deep enterprise tooling the result of decades of development focused on customer feedback $NBIS brings something else to the table: An AI-native cloud platform aggressive pricing and relentless customer obsession. For lean funding-constrained startups especially in fast-moving sectors like physical AI and biotech that combination can be more valuable than legacy depth. In these sectors startups dont just race competitors they race the clock. Every month burns cash and shortens the runway. $NBIS extends that runway. So don't be"
X Link 2025-10-06T17:58Z [----] followers, [----] engagements
"$NBIS Launches Aether: A Smarter Safer AI Cloud for Enterprises Imagine running a company where AI is mission-critical. Maybe youre detecting fraud at a bank or analyzing medical scans at a hospital. You need security reliability and speed without slowing your team down with red tape. Nebius has been listening to those acute customer pains and today theyve launched Aether version [---] of their AI Cloud designed to make AI safer easier to control and faster to scale. Aether is purpose-built for regulated industries like finance and healthcare where trust and compliance matter most. [--]. Cutting"
X Link 2025-10-16T20:03Z [----] followers, [----] engagements
"Im currently analyzing both $NBIS' software edge and $IREN's physical buildout edge. The more I dig in the more convinced I am that both are building durable moats just through fundamentally different approaches. And I believe theres a timeline where these currently divergent paths begin to converge within the next decade"
X Link 2025-10-26T17:37Z [----] followers, 13.2K engagements
"Federated cloud is a major pillar of AI sovereignty and its one of the reasons Im bullish on $NBIS. Cross-company and cross-country collaboration can generate enormous value without giving up data privacy. Think of something like feeding longitudinal patient data from multiple continents into shared models to design better drugs all while keeping that data 100% local and secure. This isnt mainstream yet but I believe itll become a defining theme over the next decade. $NBIS already supports this architecture. Most clouds dont even think about it. AI sovereignty is no longer just a policy"
X Link 2025-11-03T20:28Z [----] followers, 10.3K engagements
"The $NBIS AI algorithm: The Unit is the Token the Timeline is Decades Imagine an AI cloud as a factory line only it produces words instead of widgets. Those words are built from tokens tiny chunks of text a model reads and writes. When a platform generates trillions of tokens per day (OpenAI scale) the economics become simple: the winner is the one that delivers the most useful tokens per dollar while meeting speed and accuracy targets. So $NBIS is essentially betting that in the long run (think 2030s) AI clouds will be settled by unit economics and whoever delivers the lowest $ cost per"
X Link 2025-11-05T21:26Z [----] followers, 13.6K engagements
"Its becoming increasingly clear: there can be multiple winners in the AI infrastructure buildout era. But $NBIS is set to win at a different scale: capacity diverse geography fully vertical integration token efficiency privacy and AI sovereignty and a sticky ecosystem. A hyperscaler in the making. $NBIS HOLY MOTHER OF GOD $7-$9B ARR by end of [----] BAM I told you my $5B ARR is super conservative - 800MW to 1GW connected power - completely sold out () told you aswell. - 19% EBITDA margin - won META as a new hyperscaler customer https://t.co/vplkf9Bcx4 $NBIS HOLY MOTHER OF GOD $7-$9B ARR by end"
X Link 2025-11-11T12:17Z [----] followers, 11.5K engagements
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