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@FrameworkWisely Avatar @FrameworkWisely Framework Investment

Several companies, including $ALMU, $TEAM, $NBIS, $IREN, and $CIFR, are experiencing significant growth and interest due to their involvement in AI, data centers, and innovative technologies. $ALMU's chip manufacturing approach and data center interconnects are seeing surging demand, while $TEAM's AI product Rovo and $NBIS's Clickhouse database are receiving positive reviews. The increasing demand for AI and data center capacity is driving growth and investment in related stocks.

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Social category influence finance XXXX% stocks XXXX% technology brands XXXX% social networks XXXX% cryptocurrencies XXXX% vc firms XXXX% exchanges XXXX% travel destinations XXXX%

Social topic influence $team #15, $nbis #203, $iren #611, $cifr #341, $wulf #138, over the 0.39%, $se #26, $rbrk #43, $mndy #6, azure #319

Top accounts mentioned or mentioned by @kabraxfx @bagelc47 @abdrazakalmas @rklbsfan @youtube @smallmidcaps @kimsbinvesting @gabgrowth @tacticzh @mvcinvesting @longoption @fransbakker9812 @agrippainv @jonahlupton @andrewdudum @hypertechinvest @meeijer @samuel947117225 @aeyakovenko @mikimmykim

Top assets mentioned Atlassian Corporation PLC (TEAM) Nebius Group N.V. Class A Ordinary Shares (NBIS) IREN Limited (IREN) Cipher Mining Inc. Common Stock (CIFR) TeraWulf Inc. (WULF) Sea Limited (SE) Rubrik, Inc. (RBRK) monday.com Ltd. Ordinary Shares (MNDY) NVIDIA Corp. (NVDA) Datadog Inc (DDOG) Snowflake, Inc. (SNOW) Reddit, Inc. (RDDT) ServiceNow Inc (NOW) Microsoft Corp. (MSFT) Alphabet Inc Class A (GOOGL) Bakkt Holdings, Inc. (BKKT) Intuitive Surgical, Inc. (ISRG) CoreWeave, Inc. (CRWV) ACV Auctions Inc. Class A Common Stock (ACVA) IAC/InterActiveCorp Common Stock (IAC) Klaviyo, Inc. (KVYO) UnitedHealth Group (UNH) Tradeweb Markets Inc. Class A Common Stock (TW) OwlDAO (OWL) Comcast Corporation (CMCSA) Global Payments Inc (GPN) Bitfarms Ltd. (BITF) Riot Platforms, Inc. (RIOT) MercadoLibre Inc (MELI)

Top Social Posts #

Top posts by engagements in the last XX hours

"$WULF XX% NOI 🤯🤯🤯 The trade-off: no switching cost The good news: it's a 10-year contract"
X Link @FrameworkWisely 2025-10-10T03:30Z 4884 followers, 1852 engagements

"3 Competitive Landscape 👉Competitors / substitutes. Project/Dev tools: Azure DevOps GitHub Linear Asana Monday ServiceNow (ITSM overlap) Notion (docs) Google/Microsoft suites. AI assistants: Microsoft Copilot Google Gemini and emerging AI browsers (Edge Chrome Brave; newcomers like Perplexitys Comet). Atlassians Dia (via The Browser Company) is its bet here. 👉Differentiation & value prop. Broad suite spanning planbuildoperate with deep Jira gravity enormous Marketplace and now Rovo (AI) to reduce context-switching across tools/content. Market share trend. Data indicate continued expansion"
X Link @FrameworkWisely 2025-10-13T19:09Z 4884 followers, XXX engagements

"What I am missing $BKKT What is the thesis"
X Link @FrameworkWisely 2025-10-02T15:30Z 4876 followers, 1569 engagements

"@HoriaManole @Atlassian @mcannonbrookes I never looks at current P/E always looks at forward P/FCF based on my valuation model"
X Link @FrameworkWisely 2025-10-07T16:08Z 4884 followers, XXX engagements

"$CLPT could end up being bigger than $ISRG"
X Link @FrameworkWisely 2025-10-02T16:51Z 4873 followers, 1575 engagements

"Over the past three years since ChatGPT was first released in 2022 weve seen X distinct waves of AI beneficiaries each building on the last. 🔹 The first wave: Hardware. The King of GPU $NVDA was the clear winner rising more than 10x between October 2022 and June 2024 as demand for AI training exploded. 🔹 The second wave: AI Compute Infrastructure. GPU cloud providers powering AI inference companies such as Iris Energy ( $IREN ) and Nebius ( $NBIS ) have surged 610x in just a few months in 2025 driven by the scramble for compute and power capacity. 🔹 The third wave (emerging): Software. I"
X Link @FrameworkWisely 2025-10-12T03:52Z 4875 followers, 1279 engagements

"Hyper bullish for $IREN and $CIFR"
X Link @FrameworkWisely 2025-10-05T05:00Z 4873 followers, 20K engagements

"$NBIS Clickhouse is eating $SNOW and $DDOG's lunch"
X Link @FrameworkWisely 2025-09-18T17:14Z 4875 followers, 4815 engagements

"@GabGrowth @StockMarketNerd $TEAM and $SE are my cash positions"
X Link @FrameworkWisely 2025-10-09T21:29Z 4873 followers, XXX engagements

"$TEAM I did a quick search on $RDDT to see what people think about $TEAMs AI product Rovo. It's overwhelming positive. $TEAM is so undervalued. @Atlassian @mcannonbrookes"
X Link @FrameworkWisely 2025-10-07T14:46Z 4884 followers, 3524 engagements

"I can't be more bullish on $IREN and $CIFR. Theres a critical timing gap between the rapid adoption of AI and the lengthy process of building new data centers. Constructing a new data center can take a couple of years and adding the planning permitting and construction of high-voltage transmission lines and power generation facilities can extend the timeline to five to ten years. Do you know which $BTC miners currently have the largest energized power capacity $IREN $CIFR and $GLXY rank among the top. Every megawatt of currently energized AI data center capacity will be snapped up because"
X Link @FrameworkWisely 2025-10-08T05:58Z 4877 followers, 3726 engagements

"I said this back in February 2025 about X months ago when hardly anyone on X was talking about $NBIS ClickHouse. @HyperTechInvest @kimsbinvesting @mvcinvesting"
X Link @FrameworkWisely 2025-10-13T22:05Z 4884 followers, 1830 engagements

"Some people are saying that the big AI deals from $IREN and $NBIS are just a bubble 🤡🤡"
X Link @FrameworkWisely 2025-10-07T02:18Z 4874 followers, 5457 engagements

"Buy best-in-class stocks. Hard to go wrong with these👇 👉 $NBIS Best Neocloud with optionality in Clickhouse Avride Tokola & TripleTen 👉 $RBRK Data resilience leader in the AI era built on assume breach logictop-tier cybersecurity play 👉 $MNDY The WorkOS platform best positioned for AI-driven no-code workflows 👉 $RDDT The AI gold mine fueled by massive network effects 👉 $SE SEAs e-commerce titan with fintech gaming & cloud optionality + economies of scale + network effect moat 👉 $HIMS Next-gen preventative & personalized care platform an absolute telemedicine leader 👉 $APP Dominant in"
X Link @FrameworkWisely 2025-09-18T02:06Z 4876 followers, 10.4K engagements

"This aged well"
X Link @FrameworkWisely 2025-10-13T22:07Z 4884 followers, 1161 engagements

"Hard to be bearish on $RBRK"
X Link @FrameworkWisely 2025-10-11T22:10Z 4884 followers, 2285 engagements

"Jensen Huang: AI Inference isn't gonna 10x isn't gonna 100x isn't gonna X million x. It's gonna be X billion x. This is why the deals that $IREN $NBIS $CIFR got are NOT bubbles. There is a significant cadence mismatch between the rapid hockey-stick surge of AI inference demand and the lengthy XXX year process of building a data center. Altimeter's Brad Gerstner's offers his AI playbook"
X Link @FrameworkWisely 2025-10-09T20:22Z 4884 followers, 8442 engagements

"The top XX Strong Buy stocks as rated by Wall Streets best-performing analysts in todays market. X. $ACVA X. $MNDY X. $IAC X. $GPN X. $KVYO X. $UNH X. $TW X. $OWL X. $CMCSA XX. $RBRK"
X Link @FrameworkWisely 2025-09-20T05:44Z 4884 followers, 1324 engagements

"Acceleration $TEAM"
X Link @FrameworkWisely 2025-09-25T04:17Z 4884 followers, 3037 engagements

"Crazy as it sounds $IREN still trades cheaper than $CIFR $BITF $WULF $RIOT and $WYFI. Wild but true"
X Link @FrameworkWisely 2025-10-14T05:05Z 4884 followers, 1940 engagements

"$CIFR The latest investor presentation Expected NOI: XX% - XX% 🤯🤯🤯🤯🤯"
X Link @FrameworkWisely 2025-10-05T02:24Z 4884 followers, 29.6K engagements

"2 Business Model & Revenue 👉Products / services. Jira (Software/Work Management) Confluence Jira Service Management Bitbucket Trello Loom (async video) Rovo (AI search/chat/agents across apps) plus Marketplace apps. investors.atlassian.com+1 Monetization: Cloud & Data Center subscriptions; Marketplace revenue share; support & services; emerging add-ons (AI/Rovo JSM usage components). 👉Revenue composition (FY25). Cloud: $3.45B Data Center: $1.47B Marketplace & services: $0.30B Legacy Server (winding down): $0.26B (declining). (Atlassian and third-party dashboards summarizing FY25 by"
X Link @FrameworkWisely 2025-10-13T16:57Z 4884 followers, XXX engagements

"$NBIS ClickHouse gears up for IPO this is great news for $NBIS. ClickHouse just turned up the volume on its growth story. The real-time analytics company has extended its Series C round bringing in new backers like Citi Ventures Insight Partners and Peak XV Partners. More than just extra capital the move signals the companys preparation for a public debut while it aggressively expands into three converging markets worth billions: X Real-time analytics X Observability and X AI agent infrastructure Just ClickHouse alone is probably worth more than half of $NBISs current market cap. BTW"
X Link @FrameworkWisely 2025-10-09T02:14Z 4884 followers, 38K engagements

"Two more examples of how great $TEAM AI product is. "Dont know how the price compares to other products out there but the functionality is quite good even for the most basic users." "Rovo is amazing when you have huge documented content and culture of documenting everything. That's when you get value out of it.""
X Link @FrameworkWisely 2025-10-08T22:16Z 4884 followers, 1196 engagements

"$TEAM should be traded at $XXX not the current price $XXX. Here is why: X. Founder-led with high insider ownership (37% owned by insiders) X. A pristine track record of beating Wall Street revenue estimates To be continued"
X Link @FrameworkWisely 2025-09-22T18:24Z 4883 followers, 3298 engagements

"Lets examine some of the most recent deals associated with the rapid build-out of AI data centers. X. $WULF: In August 2025 TeraWulf ($WULF) executed a contract with Fluidstack to supply over XXX megawatts (MW) of IT load data center capacity supported by XXX MW of gross power. This 10-year agreement carries an estimated total contracted revenue of $XXX billion. 🙂 $370M per year 250MW ➡ $1.48M per MW X. $CIFR: In September 2025 Cipher Mining has agreed to provide XXX MW of critical IT load backed by up to XXX MW of total capacity. The deal is expected to generate around $X billion in revenue"
X Link @FrameworkWisely 2025-10-05T18:00Z 4872 followers, 4689 engagements

"@planA_thru_Z $10M per MW Check the 225M deal $IREN just got"
X Link @FrameworkWisely 2025-10-14T07:29Z 4884 followers, XXX engagements

"CEO of ClickHouse Aaron Katz ClickHouse theCUBE + NYSE Wired: Mixture of Experts via @YouTube"
X Link @FrameworkWisely 2025-10-09T00:49Z 4873 followers, 1951 engagements

"Expecting $TEAM going up"
X Link @FrameworkWisely 2025-10-09T01:41Z 4878 followers, 1274 engagements

"$NBIS Clickhouse is eating $SNOW and $DDOG 's lunch"
X Link @FrameworkWisely 2025-10-07T14:09Z 4884 followers, 11.1K engagements

"AI Bubble Stablecoin Boom and Running Down a Dream BG2 w/ Bill Gurle. via @YouTube"
X Link @FrameworkWisely 2025-10-15T01:09Z 4884 followers, XXX engagements

"@crux_capital_ @PhotonCap @DanCarlson33 @_BurakBesenk @RichardPrati @YeahDrDave Thank you for the mention"
X Link @FrameworkWisely 2025-10-12T22:56Z 4883 followers, XX engagements

"More examples of how great $TEAM is"
X Link @FrameworkWisely 2025-10-08T22:22Z 4884 followers, XXX engagements

"$MNDY and $TEAM are cheap"
X Link @FrameworkWisely 2025-09-18T22:35Z 4883 followers, 1012 engagements

"$TEAM X Company Overview 👉 Mission & vision. Help unleash the potential of every team. The long-term theme is system of work spanning planning build run increasingly AI-assisted. Atlassian 👉 Origin & HQ. Founded in 2002 in Sydney by Mike Cannon-Brookes and Scott Farquhar. Global (legal) structure has evolved but principal offices today are Sydney (global HQ) and San Francisco. 👉 CEO. Mike Cannon-Brookes became sole CEO after co-founder Scott Farquhar stepped down as co-CEO in Aug-2024. Takeaway: Atlassians identity is system of work for technical and business teams now layering AI across"
X Link @FrameworkWisely 2025-10-13T07:13Z 4884 followers, 1863 engagements