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@FluentInQuality FluentInQualityFluentInQuality posts on X about $nbis, ai, strong, balance sheet the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.
Social category influence stocks XXXXX% finance XXXXX% technology brands XXXXX% cryptocurrencies XXXXX% luxury brands XXXX% automotive brands XXXX%
Social topic influence $nbis #227, ai 13.79%, strong 10.34%, balance sheet #2010, core 6.9%, $adbe #60, $race 3.45%, cash flow 3.45%, flow 3.45%, business XXXX%
Top accounts mentioned or mentioned by @joinyellowbrick @qualityinvest5 @sojustfollowme @leersnyderlukas
Top assets mentioned Nebius Group N.V. Class A Ordinary Shares (NBIS) Adobe, Inc. (ADBE) Ferrari N.V. (RACE) Roko (ROKO) Good Games Guild (GGG) Netflix Inc (NFLX) Warner Bros Discovery, Inc. (WBD) InMode Ltd. Ordinary Shares (INMD) Trex Company, Inc. (TREX) Monster Beverage Corp (MNST) Camtek Ltd (CAMT) Copart, Inc. (CPRT) Microsoft Corp. (MSFT) Uber Technologies, Inc. (UBER) PayPal Holdings Inc (PYPL) Duolingo, Inc. Class A Common Stock (DUOL) Trade Desk, Inc. (TTD) DLocal Limited Class A Common Shares (DLO) Oscar Health, Inc. (OSCR) Hims & Hers Health, Inc. (HIMS) RAI Finance (SOFI) IREN Limited (IREN) Remitly Global, Inc. Common Stock (RELY) Apple, Inc. (AAPL) Novo-Nordisk (NVO)
Top posts by engagements in the last XX hours
"I came across Ferrari again. I honestly forgot about this business. I think Ferrari is a strong opportunity for those interested in this luxury vehicle. The market currently prices in XXXX% YoY growth in Ferrari's free cash flow. Since 2012 Ferrari has grown its free cash flow at a XX% CAGR. The last X years their free cash flow CAGR has been 20%. Ferrari has also improved its free cash flow margin with a YoY increase. I think you can currently buy a Ferrari at a fair price and expect a solid return. While luxury is having an awful year Ferrari isn't showing any signs of trouble. Across LVMH"
X Link 2025-12-11T07:25Z 2822 followers, XXX engagements
"I published an in-depth investment case on Rko AB You can read it via the link in my bio. 😎 $ROKO $ROKOb"
X Link 2025-07-09T13:12Z 2820 followers, 3596 engagements
"Not bad for ''just a fluid dispenser'' company $GGG"
X Link 2025-09-08T06:00Z 2820 followers, XXX engagements
"@QualityInvest5 casually dropped the best take on the Netflix & Warner Bros. $NFLX $WBD Thank you Aria for this gem 👏🏻"
X Link 2025-12-09T14:22Z 2819 followers, 6821 engagements
"2/4 By 2026 management targets $79B in ARR versus $ 550M today with connected power nearing XXX MW. Street models 3.3B revenue in 2026 but if execution is strong actual 202627 revenue could be far higher. In a $93B+ AI data center market $NBIS can be a top-tier player. 👇🏻"
X Link 2025-12-09T16:30Z 2819 followers, XXX engagements
"InMode continues its downwards trajectory. $INMD"
X Link 2025-09-22T13:46Z 2823 followers, 1102 engagements
"$MNST took XX years to look obvious. $XPEL was nearly bankrupt before XXX. $TREX was laughed at for recycling wood. Every great small-cap looks stupid early"
X Link 2025-10-12T10:00Z 2823 followers, XXX engagements
"4. Camtek Ltd. $CAMT They design and manufacture inspection and metrology systems for the semiconductor industry. Expanding margins and profitability Benefiting from global semiconductor demand Strong balance sheet with consistent cash generation Leading position in advanced packaging and chip inspection"
X Link 2025-10-27T11:01Z 2821 followers, XXX engagements
"Most investors have never heard of CHAPTERS Group AG. A few years ago it was barely generating revenue. Now Revenue up nearly 4000% since 2019. CAGR above 47%. And growth is still compounding. Quiet turnarounds like this dont stay quiet for long. $CHG.DE $CHG"
X Link 2025-10-28T03:00Z 2823 followers, 8134 engagements
"Not flashy but definitely interesting I've been listening to some earnings calls and I'm impressed. With their numbers as well. $OPFI"
X Link 2025-10-31T03:00Z 2823 followers, XXX engagements
"Copart will be fine huh Saw it coming from miles away. $CPRT"
X Link 2025-11-21T22:16Z 2823 followers, XXX engagements
"1/4 $NBIS is still early in its AI cloud story. It already has multi-billion-dollar deals with Meta Microsoft and Uber is sold out and plans to exceed its contracted power capacity by XXX GW. If AI demand holds Nebius is building into a core backbone of AI data centers. 👇🏻"
X Link 2025-12-09T16:30Z 2823 followers, XXX engagements
"3/4 In the near term $NBIS is closing in on positive EBITDA; its core AI infrastructure is already profitable. The balance sheet is currently net cash but ramping to hyperscale will likely require more debt and equity. The stock looks expensive on todays sales but cheap if 510x revenue growth materializes. 👇🏻"
X Link 2025-12-09T16:30Z 2819 followers, XXX engagements
"4/4 Future $NBIS is a high-risk high-beta AI infra pure play. My 12-18m base case PT is $XXX (30% upside) assuming 3.3B 2026 rev and 9.5x P/S. If it executes toward 7-9B ARR and the market pays 6-8x sales 2-3yr upside could be far higher"
X Link 2025-12-09T16:30Z 2823 followers, XXX engagements
"You have to pick three for the next year. which are you choosing - $PYPL - $ADBE - $DUOL - $TTD - $NBIS - $HIMS - $DLO - $OSCR - $SOFI - $IREN"
X Link 2025-12-09T19:27Z 2823 followers, XXX engagements
"I've been looking into $RELY as well of late but I haven't seen their actual moat. Right now what they benefit from is their app experience prices and transfer speed. If another established player wants to they can just do what Remitly does and start eating into their slice. Or imagine a CBDC rendering Remitly obsolete Remitly doesn't have a whole self-built ecosystem they license with other institutions to make their transactions happen. Imagine one of them revoking their license to Remitly due to fraud or a leaky KYC procedure. It's a PayPal but niche down to immigrants sending money back"
X Link 2025-12-10T15:04Z 2821 followers, XXX engagements
"@SoJustFollowMe Why's $AAPL on your watchlist Curious about your view on them"
X Link 2025-12-11T21:07Z 2823 followers, XXX engagements
"Novo Nordisk has one hell of a pipeline. How can one be bearish on this I'll say it out loud for the ones in the back. 2026 will be Novo's year. $NVO"
X Link 2025-12-12T03:00Z 2822 followers, 3152 engagements
"I scratch my head seeing Adobe get punished trading at severe discounts yet insiders aren't buying at the pace someone would expect at the current valuation. Even most funds seem reluctant to buy Adobe. Isn't it. odd $ADBE"
X Link 2025-12-12T15:00Z 2822 followers, XXX engagements