@FrameworkWisely Avatar @FrameworkWisely Framework Investment | A³C³E

Several companies are making notable strides in AI and technology, including $TEAM, which is seeing AI as a tailwind that deepens its moat, and $SE, which is prioritizing growth while improving profitability. $HIMS is also making progress, aiming to be a one-stop shop for personalized healthcare and launching comprehensive whole-body lab testing. Meanwhile, investors are taking notice of companies like $SE, $RBRK, and $RDDT, which are considered to have high potential.

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Social Influence

Social category influence finance 100% stocks 61.03% technology brands 23.53% social networks 11.03% cryptocurrencies 5.88% vc firms 0.74% countries 0.74% exchanges 0.74% products 0.74%

Social topic influence $nbis #123, ai 21.32%, $iren #196, ace #626, $rddt #37, iren #163, $se #7, in the 7.35%, $rbrk #11, $hims 6.62%

Top accounts mentioned or mentioned by @jiahanjimliu @mvcinvesting @bagelc47 @ilzmcfly @jonahlupton @abdrazakalmas @sgrastar @samsolid57 @amitisinvesting @fransbakker9812 @richardprati @nietschecapital @5xcap @alphacapital82 @agrippainv @geokoutalidis @dvlt146025 @stocktrader989 @andrewdudum @btdenominator

Top assets mentioned Nebius Group N.V. Class A Ordinary Shares (NBIS) Iris Energy Limited (IREN) Reddit, Inc. (RDDT) Sea Limited (SE) Rubrik, Inc. (RBRK) Hims & Hers Health, Inc. (HIMS) AppLovin Corporation (APP) Oscar Health, Inc. (OSCR) Credo Technology Group Holding Ltd (CRDO) Amazon.com, Inc. (AMZN) Cipher Mining Inc. Common Stock (CIFR) Bitcoin (BTC) TransMedics Group, Inc. Common Stock (TMDX) Bloom Energy Corporation (BE) Atlassian Corporation PLC (TEAM) Metadium (META) Robinhood Markets, Inc. (HOOD) Tempus AI, Inc. (TEM) Coupang, Inc. (CPNG) Microsoft Corp. (MSFT) Alphabet Inc Class A (GOOGL) monday.com Ltd. (MNDY) RAI Finance (SOFI) MercadoLibre Inc (MELI)

Top Social Posts

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

"The big problem $PRCT SG&A Gross profit"
X Link 2025-11-06T02:03Z [----] followers, [----] engagements

"I use $RELY every month to send money to my parents Canadian dollars from my Wealthsimple chequing account to Chinese Yuan on WeChat its a cross-border transfer. Do you know if there is a better way to do this"
X Link 2026-01-15T06:09Z [----] followers, [----] engagements

"6 Market position: - $BE has a leading position as an on-site power provider for data centers because it's moduar personalizable for on-site power deployment. - How $BE became a Leader in 2025: 👉 Speed to power: Bloom can deploy [-----] MW of power in roughly [--] to [---] days. In contrast local utilities often quote [--] to [--] years for similar capacity upgrades. 👉Power quality/stability issue because of unprecedented load fluctuations of AI workloads the unique challenge for AI data centers: AI workloads particularly those running deep learning models can experience power swings of hundreds of"
X Link 2026-01-16T03:07Z [----] followers, [----] engagements

"Yeah $ZETA is just another digital marketing company no differentiation and there are so many similar companies $KVYO $HUBS $ADBE $CRM dotdigtal and etc. No we all don't know that at all. The "multi-millionaires" comment is nothing but irresponsible cheerleading hyperbole of which there seems to be no shortage of on X these days for $ZETA. No we all don't know that at all. The "multi-millionaires" comment is nothing but irresponsible cheerleading hyperbole of which there seems to be no shortage of on X these days for $ZETA"
X Link 2026-01-16T20:04Z [----] followers, [----] engagements

"I have been thinking about companies like $ABNB and $CPNG which have [--] massive network effects and economics-of-scale moats with [--] revenue continuing to grow and [--] margins continuing to expand. [--] Both are super cheap in terms of valuation yet their stock prices have not moved at all in the past [--] years. Why https://twitter.com/i/web/status/2015523346675351784 https://twitter.com/i/web/status/2015523346675351784"
X Link 2026-01-25T20:33Z [----] followers, [----] engagements

"$POET "While it's too early to tell I believe POET's patented platform (POET Optical Interposer) that combines electronic and photonic (light-based) components onto a single chip is very promising because it can replace hot copper wires with light paths that are smaller cheaper and much more energy-efficient. That's a high-demand feature these days for large semiconductor companies. What adds to POET's prospective growth is the fact that they run a fab-lite business model meaning that they're outsourcing the actual high-volume manufacturing to specialized partners in places like Malaysia so"
X Link 2026-01-26T02:27Z [----] followers, [---] engagements

"$POET "Marvell Technology Inc.'s $MRVL recently acquired Celestial AI for $5.5 billion. Marvell specifically wanted Celestial's Photonic Fabric which was initially built upon $POET's Optical Interposer and uses $POET's Starlight as its light source. By buying Celestial for 5-6x FY2029 sales multiple (my calculation based on MRVL's projections) Marvell gave some sort of product quality verification for POET's offerings in my opinion letting other semiconductor players know that POET's products actually work well. Also if Celestial AI reaches an ARR of $1 billion by [----] POET could make $100"
X Link 2026-01-26T02:48Z [----] followers, [---] engagements

"My take on AI disrupting SaaS: Its easy to build software with AI but debugging and maintaining that software is far from easy. For example the kind of complex large-scale platforms that companies like $TEAM and $RBRK offer can require at least five software engineers just for ongoing maintenance. [--] $100K = $500K per year and that doesnt even include additional costs such as on-premise infrastructure or cloud hosting. So the real question is: does it actually save money for enterprises if they choose to build those SaaS services themselves with AI In the AI era knowledge is easy to get. The"
X Link 2026-02-01T18:22Z [----] followers, [----] engagements

"$CRDO is getting cheap now $CRDO Credo Technology Group Holding Ltd [--] Mission statement: To redefine high-speed connectivity by delivering breakthrough solutions that enable the next generation of AI-driven applications. [--] Management team: CTO and COO are co-founders CEO William J. Brennan has been https://t.co/KWJ1p4CmbV $CRDO Credo Technology Group Holding Ltd [--] Mission statement: To redefine high-speed connectivity by delivering breakthrough solutions that enable the next generation of AI-driven applications. [--] Management team: CTO and COO are co-founders CEO William J. Brennan has been"
X Link 2026-02-03T20:49Z [----] followers, [----] engagements

"The stock market is behaving as if AI is bringing about the end of human civilizationeven punishing companies that are supposed to solve AIs data-infrastructure bottlenecks $BE $CRDO $NBIS $IREN"
X Link 2026-02-04T19:42Z [----] followers, [----] engagements

"2 Balance sheet and the $MSFT contract Cash and cash equivalents: 3.26B. Total liabilities: 3.8B 👉The contract with $MSFT: the most important contract that determines the future of $IREN Financing : $IREN secured underwriting commitments for $3.6 billion of GPU financing at an interest rate of less than 6%. Together with customer prepayments this provides funding coverage for approximately 95% of the GPU-related CapEx supporting $IREN's $9.7 billion AI contract with Microsoft. Operationally execution is tracking well across the portfolio and $IREN expect to deliver [------] GPUs by the end of"
X Link 2026-02-07T02:52Z [----] followers, [---] engagements

"3 Operating margins Gross margin: 64.39% EBITDA margin: 7.86% Share Changes (YoY): +41.6%"
X Link 2026-02-07T03:01Z [----] followers, [---] engagements

"4 Key highlights from the earnings call CEO Daniel Roberts: "We have multiple advanced negotiations underway for larger scale deployments and are also seeing hyperscalers and AI enterprises increasingly focus on air-cooled GPUs given the faster deployment time lines." "And at this point demand is not the constraint for us. The focus is on choosing the right long-term partnerships that support durable platform level growth." "Construction across Horizon [--] through to [--] is progressing to schedule. And in British Columbia we continue to expand our AI cloud footprint with just under $0.5 billion"
X Link 2026-02-07T03:13Z [----] followers, [---] engagements

"a new wave of demand shock $NBIS $IREN and $CIFR According to 3Fourteen Research: GPU availability across major cloud services have dropped immensely in Feb. This comes as $META $AMZN $GOOGL have increased infrastructure capex spend immensely. The major victors Neoclouds: $IREN $NBIS and $CRWV are the three with AI https://t.co/Oc8kq9sTSk According to 3Fourteen Research: GPU availability across major cloud services have dropped immensely in Feb. This comes as $META $AMZN $GOOGL have increased infrastructure capex spend immensely. The major victors Neoclouds: $IREN $NBIS and $CRWV are the"
X Link 2026-02-07T03:16Z [----] followers, [----] engagements

"$IREN Chief Commercial Officer Kent Draper: "Vertical integration is one of IREN's most important competitive advantages. We design build and operate our own data centers supported by in-house engineering procurement construction technology and operations teams. This structure gives us direct end-to-end control of our cloud offering and the ability to manage cost time lines and service quality with far -- many of the constraints that we see across the industry today whether it's long lead time procurement or skilled labor are areas that we've addressed in the past so they're manageable for us"
X Link 2026-02-07T04:14Z [----] followers, [---] engagements

"$IREN Question-and-Answer Session Q2 FY '26 earnings call 👉 On verticalized AI cloud versus colocation: CEO Daniel Roberts: "We believe that data center demand is going to continue to compound. So recovering capital back in short order and being able to compound those returns as distinct from holding effectively a bond exposure against the hyperscaler is the area we want to play. And if investors want bond-like exposures they can buy colocation companies. They can buy bonds in the hyperscalers but we believe we are offering a high conviction but very well-managed risk exposure to the sector"
X Link 2026-02-07T05:24Z [----] followers, [---] engagements

"👉 On software offering CMO Kent Draper: "Today we're still seeing the bulk of our demand coming from hyperscalers the largest enterprises extremely advanced technology firms within the AI space all of which are still looking for bare metal access. They want full ability to be able to take control of the GPUs layer on their own software stack set up the compute in exactly the way that they want to operate it." "And I think the largest customers are those bare metal customers whereas the software really is typically more useful for smaller enterprise customers that are looking for an easy user"
X Link 2026-02-07T05:33Z [----] followers, [---] engagements

"👉 On the updates around the Sweetwater [--] and Sweetwater [--] energization. "In terms of the energization date for Sweetwater [--] we're still on track to energize in Q2 and that's a full bulk substation. So that's capable of the full [---] gigawatts of power capacity at that site. So energization very much on track. Construction is well advanced both with the on-site substation as well as the utility substation there. As it relates to customer engagement moving forward on those sites obviously very early since this batching process has been announced. But if anything we would actually expect it to"
X Link 2026-02-07T23:45Z [----] followers, [---] engagements

"👉 On $2.3B ARR When should we expect those revenues to start being recognized and commencing in the P&L CMO Kent Draper: "So a decent proportion of the $0.4 billion of contracted revenue that we talked about is already operational there. As it relates to the Microsoft contract (the 1.9B ARR) that will come online progressively over the course of the year commencing we expect Q2 in terms of initial revenues flowing through." https://twitter.com/i/web/status/2020342001334403126 https://twitter.com/i/web/status/2020342001334403126"
X Link 2026-02-08T03:40Z [----] followers, [---] engagements

"👉 On Cloud and colocation deals may be seeing a more favorable pricing environment. 🙃CMO Kent Draper: "We're seeing demand for longer tenors I think the customers that are out there in the market realize that this may be a long-dated supply-demand imbalance moving forward and there's certainly an openness that we're that we're seeing to longer tenors than we have in the past. Another factor that we mentioned earlier we are seeing an increased interest in air cooled capacity And that is primarily because that can fill immediate needs especially within our portfolio because we have existing"
X Link 2026-02-08T03:51Z [----] followers, [---] engagements

"@JonahLupton and Gemini Anthropic and OpenAI rely on real-time and real-world conversation and review data from $RDDT and it has a network effect moat"
X Link 2026-02-08T06:07Z [----] followers, [---] engagements

"@jiahanjimliu @danroberts0101 @IREN_Ltd Are you aware of this technology If not its worth looking ateither innovate in this direction or adopt something similar to accelerate time-to-data-center. @BagelC47 Yes weve just invented a small thing we call it hexageneration. Nothing dramatic: it simply allows you to take the most polluting technologies and turn them into harmless systems that generate a whole lot of good for the communities around them. Oh and as a side effect we @BagelC47 Yes weve just invented a small thing we call it hexageneration. Nothing dramatic: it simply allows you to take"
X Link 2026-02-09T06:14Z [----] followers, [---] engagements

"This looks like great news for $NBIS and probably not so great for $BE. Many people start talking about a bubble as soon as they see P&Ls under pressure. More often than not it simply means they are confusing the investment phase with the return phase. Every major technological disruption follows the same sequence: massive upfront investment https://t.co/j71DEUGAmY Many people start talking about a bubble as soon as they see P&Ls under pressure. More often than not it simply means they are confusing the investment phase with the return phase. Every major technological disruption follows the"
X Link 2026-02-09T06:16Z [----] followers, [----] engagements

"Great news for $ENPH Solar and battery storage combined drove 81% of new U.S. grid capacity in [----]. Solar and battery storage combined drove 81% of new U.S. grid capacity in [----]. [----] GW solar + [----] GW storage = [----] GW of zero-fuel infrastructure. The grid isn't choosing renewables anymore. It's economically opting to - with Texas leading the way https://t.co/64ypm02LTg Solar and battery storage combined drove 81% of new U.S. grid capacity in [----]. [----] GW solar + [----] GW storage = [----] GW of zero-fuel infrastructure. The grid isn't choosing renewables anymore. It's economically opting to"
X Link 2026-02-09T06:18Z [----] followers, [---] engagements

"Its not really about carbon capture its about speed. Gas turbines let you build data centers fast but the bottleneck was the environmental review process taking too long. If that bottleneck is removed then going green becomes the slower path compared to deploying gas turbines. https://twitter.com/i/web/status/2020768925777113596 https://twitter.com/i/web/status/2020768925777113596"
X Link 2026-02-09T07:57Z [----] followers, [----] engagements

"Securing power on paper is only the first hurdle actually flipping the switch is a long logistical marathon. $IRENs [---] GW is secured in Oklahoma recently the [----] ramp timeline reflects the physical and bureaucratic realities of todays power grid. Heres why the wait can be so long: [--]. The interconnection bottleneck Having rights to power doesnt mean instant access to the wires. Before a large facility can go live utilities must run detailed engineering interconnection studies to determine: - Capacity: Can the local substation handle the sudden load increase -Upgrades: Do transmission lines"
X Link 2026-02-09T08:44Z [----] followers, [---] engagements

"AI demanding is exploding. $NBIS $IREN $CIFR https://youtu.be/rSohMpT24SIsi=9ouiMGWTM6gav1R2 https://youtu.be/rSohMpT24SIsi=9ouiMGWTM6gav1R2"
X Link 2026-02-09T15:53Z [----] followers, [---] engagements

"$NBIS $IREN $CIFR $CRDO *ANTHROPIC MULLS SECURING 10GIGAWATTS OF CAPACITY: THE INFORMATION Anthropic has privately discussed getting [--] GW by renting capacity from cloud providers and notably by leasing its own data center spacemeaning it would likely purchase/operate the server equipment inside. *ANTHROPIC MULLS SECURING 10GIGAWATTS OF CAPACITY: THE INFORMATION Anthropic has privately discussed getting [--] GW by renting capacity from cloud providers and notably by leasing its own data center spacemeaning it would likely purchase/operate the server equipment inside"
X Link 2026-02-09T18:40Z [----] followers, [----] engagements

"Legal and regulatory risk is now part of my framework when evaluating risks. Going forward Im avoiding companies with major legal or regulatory overhangs. Glad I sold most of my $HIMS in June and July [----] around $57. Currently holding [--] shares at a $34 average I bought them this year during the drawdown. Keep learning and keep improving my framework. No one is perfect learn from your mistakes. $HIMS & : BofA cuts $ reiterates Analyst flags patent infringement lawsuit from $NVO Novo Nordisk tied to compounded semaglutide raising regulatory and legal overhangs. https://t.co/DjN584suEl $HIMS"
X Link 2026-02-09T19:29Z [----] followers, [----] engagements

"@AbdrazakAlmas I commented on the earnings call"
X Link 2026-02-10T01:24Z [----] followers, [--] engagements

"$RBRK for the rescue. Asked Claude Cowork organize my wifes desktop it stated doing it asked for a permission to delete temp office files I granted it and then it goes ooops. Turns out it tried renaming and accidentally deleted a folder with all of the photos my wife made on her camera for the Asked Claude Cowork organize my wifes desktop it stated doing it asked for a permission to delete temp office files I granted it and then it goes ooops. Turns out it tried renaming and accidentally deleted a folder with all of the photos my wife made on her camera for the"
X Link 2026-02-10T05:49Z [----] followers, [---] engagements

"$OSCR I saw the $OSCR numbers come through this morning but the [----] guidance was so far above consensus that I needed to double check on their IR page. It appears to be correct which means $OSCR initial CY2026 revenue guidance is 50% above the current street estimates. Press https://t.co/rWkYq1vtzf I saw the $OSCR numbers come through this morning but the [----] guidance was so far above consensus that I needed to double check on their IR page. It appears to be correct which means $OSCR initial CY2026 revenue guidance is 50% above the current street estimates. Press https://t.co/rWkYq1vtzf"
X Link 2026-02-10T17:04Z [----] followers, [---] engagements

"$IREN acknowledging the critical role of software only reinforces my conviction in $NBIS which remains my largest holding. $IREN is still well positioned to get deals from hyperscalers but definiltely missing out on enterprise deals that require a minimum set of software tools for cluster management"
X Link 2026-02-10T18:53Z [----] followers, [----] engagements

"@crux_capital_ @RichardPrati any thoughts on this The real hell will begin for $ALMU when they actually start mass production. The current situation is a rehash of the semiconductor startups that crashed in the past but too many people are stupid enough to not know that. Well the financial reports will soon tell us what I mean The real hell will begin for $ALMU when they actually start mass production. The current situation is a rehash of the semiconductor startups that crashed in the past but too many people are stupid enough to not know that. Well the financial reports will soon tell us"
X Link 2026-02-11T00:01Z [----] followers, [---] engagements

"$FIG $MNDY $TEAM $DUOL $NOW Bloodbath"
X Link 2026-02-11T16:22Z [----] followers, [----] engagements

"$OSCR In [--] years Oscar went from non-existent to neck-and-neck being the largest ACA health insurer in the country growing revenues at 61% to $18.7-19B into [----] and increasing market share in our footprint to 30%. Incumbent insurers are mostly useless. But better In [--] years Oscar went from non-existent to neck-and-neck being the largest ACA health insurer in the country growing revenues at 61% to $18.7-19B into [----] and increasing market share in our footprint to 30%. Incumbent insurers are mostly useless. But better"
X Link 2026-02-11T16:23Z [----] followers, [---] engagements

"Are we doomed as software engineers and robotics AI researchers "I tasked [--] agents with writing a Rust-based C compiler from scratch capable of compiling the Linux kernel. Over nearly [----] Claude Code sessions and $20000 in API costs the agent team produced a 100000-line compiler that can build Linux [---] on x86 ARM and RISC-V." https://www.anthropic.com/engineering/building-c-compiler https://www.anthropic.com/engineering/building-c-compiler"
X Link 2026-02-11T17:56Z [----] followers, [---] engagements

"YTD performance: -4.23% 🥲🥲🥲"
X Link 2026-02-12T16:32Z [----] followers, [---] engagements

"I'm not entirely sure how easy it is to build a minimal reliable software stack that manages a large cluster of servers and GPUs. As far as I know the hard part isn't writing the software itself the hard part is making it reliable and ensuring it doesn't break very often. We'll see"
X Link 2026-02-12T21:52Z [----] followers, [---] engagements

"💯 Spot on Organizations are now facing a new cyber landscape with AI potentially enabling threat actors to inflict 10x more damage in 1/10 of the time. The AI transformation promises 100x more opportunities also presents 100x more risk. AI agents are effectively superhuman but organizations don't yet have the guardrails to monitor and contain what they do. $RBRK for the rescue. https://twitter.com/i/web/status/2022357316058951777 https://twitter.com/i/web/status/2022357316058951777"
X Link 2026-02-13T17:08Z [----] followers, [---] engagements

"EOY [----] AI compute service economics: $NBIS: $8.88M/MW $IREN: $7.39M/MW And $NBIS is operating with a lot of older GPUs compared to $IREN. @_Sgr_A_Star @samsolid57 @BagelC47 @jiahanjimliu @mvcinvesting @amitisinvesting No Im not just throwing around buzzwords. Theres a hidden inconsistency or unfairness in your math. When you calculate $/MW for $NBIS youre using end-2025 numbers. But for $IREN youre using managements EOY [----] guidance. Thats not an apples-to-apples comparison. To be https://t.co/Bqb2U1S9Ef @_Sgr_A_Star @samsolid57 @BagelC47 @jiahanjimliu @mvcinvesting @amitisinvesting No Im"
X Link 2026-02-13T17:41Z [----] followers, [----] engagements

"EOY [----] ARR guidance for $IREN: $3.4B active Power: 460MW 👉 Unit economics: $3.4B/460MW = $7.39M per megawatts"
X Link 2026-02-13T18:17Z [----] followers, [---] engagements

"@ilzmcfly said since $NBIS guided 👉 7B - 9B ARR 👉 800MW - 1000MW connected power in Q3 [----] earnings call by EOY [----] therefore I can't use these numbers. Then I showed him that during $NBIS's Q4 [----] earnings call yesterday $NBIS re-iterated the same thing 👉 7B - 9B ARR 👉 800MW - 1000MW connected power by EOY [----] then @ilzmcfly said it "proves nothing". What a clown🤡 For comparison EOY [----] ARR guidance for $NBIS: $7B 9B active Power: 800MW 1000MW 👉 Unit economics using midpoint: $8B/900MW = $8.88 per megawatts Note that $NBIS is operating with a lot of older GPUs compared to $IREN"
X Link 2026-02-13T20:46Z [----] followers, [---] engagements

"$RDDT has a 35% net margin but I think there is huge room for improvement. $APP's net margin is close to fully optimized"
X Link 2026-02-15T02:15Z [----] followers, [---] 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: [--] Real-time analytics [--] Observability and [--] AI agent infrastructure Just ClickHouse alone is probably worth more than half of $NBISs current market cap. BTW"
X Link 2025-10-09T02:14Z [----] followers, 38.4K engagements

"$RBRK Rubrik SKO Breakthrough technologies such as AI aren't linear; they are super-linear phenomena. You dont take advantage of them by following the crowd. You have to take a bet before they become mainstream. Here is the framework for business success I shared with our team at https://t.co/3f3TLZFOtv Rubrik SKO Breakthrough technologies such as AI aren't linear; they are super-linear phenomena. You dont take advantage of them by following the crowd. You have to take a bet before they become mainstream. Here is the framework for business success I shared with our team at"
X Link 2026-02-13T16:03Z [----] followers, [---] engagements

"@_Sgr_A_Star @samsolid57 @BagelC47 @jiahanjimliu @mvcinvesting @amitisinvesting $IREN claims [---] billion in ARR right now but keep in mind that's largely on paper they're still building out GPUs are on the way installing. When $NBIS says it has [---] MW of active power that capacity is actually up and running"
X Link 2026-02-13T17:06Z [----] followers, [----] engagements

"@_Sgr_A_Star @samsolid57 @BagelC47 @jiahanjimliu @mvcinvesting @amitisinvesting Don't worry. I'm also an investor in $IREN just not as big a position as $NBIS"
X Link 2026-02-13T17:50Z [----] followers, [---] engagements

"For comparison EOY [----] ARR guidance for $NBIS: $7B 9B active Power: 800MW 1000MW 👉 Unit economics using midpoint: $8B/900MW = $8.88 per megawatts Note that $NBIS is operating with a lot of older GPUs compared to $IREN still $1.49M/MW higher than $IREN"
X Link 2026-02-13T18:20Z [----] followers, [----] engagements

"@ilzmcfly @_Sgr_A_Star @samsolid57 @BagelC47 @jiahanjimliu @mvcinvesting @amitisinvesting OMG. Wake up bro"
X Link 2026-02-13T19:57Z [----] followers, [---] engagements

"@ilzmcfly During $NBIS Q4 earnings call they re-iterate the same thing: "We are well on track of achieving our goals that we mentioned about [----] of this [---] megawatts to [--] gigawatt goal around year-end.""
X Link 2026-02-13T20:16Z [----] followers, [---] engagements

"@ilzmcfly @_Sgr_A_Star @samsolid57 @BagelC47 @jiahanjimliu @mvcinvesting @amitisinvesting During $NBIS Q4 earnings call they re-iterate the same thing: "We are well on track of achieving our goals that we mentioned about [----] of this [---] megawatts to [--] gigawatt goal around year-end.""
X Link 2026-02-13T20:19Z [----] followers, [---] engagements

"Do you even realize that when you say "We actually truly dont know unless they list each sites by sizes in their respective category." it also means that your math is meaningless If you are not clear about the power mix then why do you even do the following "What Gen Z Fails to mention about $NBIS guide is that ARR Guidance of of $7-9B ARR includes the $1.25B/170MW Active. Therefore New [----] ARR is $5.75-7.75B with guided NEW connected capacity of 800MW to 1GW expected to turn into Active for the ARR. That means that on the low side $5.75B/800MW Active power equals to $7.19B price per MW"
X Link 2026-02-13T20:27Z [----] followers, [---] engagements

"@Lazarus_Capital @ilzmcfly Because that is just one part of the total revenue You should look at the total revenue mix bro"
X Link 2026-02-13T21:19Z [----] followers, [--] engagements

"$RDDT $RDDT Director Sarah Farrell buys $7.48 million of shares This is the largest insider purchase of Reddit since its IPO in March [----]. It's worth noting that Farrell indirectly purchased the shares through Waygrove Partnership which she co-founded and serves as a Managing https://t.co/vq09L87nfF $RDDT Director Sarah Farrell buys $7.48 million of shares This is the largest insider purchase of Reddit since its IPO in March [----]. It's worth noting that Farrell indirectly purchased the shares through Waygrove Partnership which she co-founded and serves as a Managing https://t.co/vq09L87nfF"
X Link 2026-02-13T21:47Z [----] followers, [---] engagements

"Please support this initiative. A 36% tax on unrealized gains would severely damage investing. It would make capital formation much harder restrict entrepreneurs from raising funds and ultimately reduce job opportunities for you your family and future generations. If this policy passes in the Netherlands it could influence policymakers in Canada and the U.S. These ideas tend to spread. We should push back before this political virus spread. This is a dangerous policy trend that could have long-term consequences. Yesterday I sent an open letter to all [--] Dutch senators about the proposed 36%"
X Link 2026-02-15T23:45Z [----] followers, [---] engagements

"$IREN Q2 FY '26 Results released on Feb 5th [----] [--] Financials: Revenue came in at $184.69M missing the $228.13M analyst consensus by $43.44M ($228.13M $184.69M). 👉 Bitcoin mining Revenue: $167.4M $BTC mined: [----] Realized price: $167.4M / [----] = $100.6K per $BTC Compare: $IREN Q1 FY26 mined [----] $BTC $233M / [----] = $114.3K per $BTC Thats a -$65.6M QoQ drop ($233.0M $167.4M). 👉 AI Cloud Services Revenue: $17.3M Thats +$10.0M QoQ ($7.3M $17.3M). https://twitter.com/i/web/status/2019964602658742384 https://twitter.com/i/web/status/2019964602658742384"
X Link 2026-02-07T02:41Z [----] followers, [----] engagements

"$RDDT is cheap right now. @Nietschecapital I cant say where it sits in the fund but Im definitely a buyer on pullbacks. $META has been monetizing for 20+ years. $RDDT has been monetizing for [--] years but only got serious a few years ago. $RDDT has huge upside over next 3-5 years as a top [--] website in the US behind https://t.co/CZql3nav4s @Nietschecapital I cant say where it sits in the fund but Im definitely a buyer on pullbacks. $META has been monetizing for 20+ years. $RDDT has been monetizing for [--] years but only got serious a few years ago. $RDDT has huge upside over next 3-5 years as a"
X Link 2026-02-08T05:03Z [----] followers, 20.4K engagements

"Interesting @RichardPrati No you're underestimating the semiconductor industry. Even with the most optimistic forecasts it will still take a long time for $ALMU to test its LiDAR chips because the requirements for LiDAR chips are very high. And other products are "much more" difficult to produce. No you're underestimating the semiconductor industry. Even with the most optimistic forecasts it will still take a long time for $ALMU to test its LiDAR chips because the requirements for LiDAR chips are very high. And other products are "much more" difficult to produce"
X Link 2026-02-10T23:49Z [----] followers, [---] engagements

"This part he mentioned feels a legitimate concern "you're underestimating the semiconductor industry. Even with the most optimistic forecasts it will still take a long time for $ALMU to test its LiDAR chips because the requirements for LiDAR chips are very high. And other products are "much more" difficult to produce." https://twitter.com/i/web/status/2021430052668227639 https://twitter.com/i/web/status/2021430052668227639"
X Link 2026-02-11T03:44Z [----] followers, [---] engagements

"It's becoming increasingly clear to me that $NBIS having its own software stack for AI data centers is a big advantage not a disadvantage especially the minimal cluster management software layer. $IREN will do well with hyperscalers but that reliance also makes it vulnerable from the hyperscalers' perspective. Without proprietary software $IREN can't acquire customers independently it depends on hyperscalers to bring in business which limits its pricing power. $NBIS on the other hand can land large enterprise customers or small startups on its own. Additionally because of the software"
X Link 2026-02-12T21:29Z [----] followers, 11.4K engagements

"No Im not just throwing around buzzwords. Theres a hidden inconsistency or unfairness in your math. When you calculate $/MW for $NBIS youre using end-2025 numbers. But for $IREN youre using managements EOY [----] guidance. Thats not an apples-to-apples comparison. To be fair you should also use $NBISs EOY [----] guidance. A few key points: The pricing environment in [----] is clearly better than in [----] something $IRENs CEO has explicitly stated in the earnings call last week. Now looking at $NBISs EOY [----] guidance: Power: [-------] MW ARR: $79B Using the midpoint: $8B / [---] MW = $8.88M per MW For"
X Link 2026-02-13T17:39Z [----] followers, 10.3K engagements

"$NBIS Q4 [----] earnings call highlights: 👉 "the average contract duration of new cloud customers grew by 50% and the prices of GPUs didn't fall even on previous generations of GPUs as the industry may have expected. " 👉 "Customers are demanding more compute and increasingly sophisticated solutions to run their AI workloads." 👩🎓 my comments: software is important. 👉 "AI start-ups are quickly evolving to real enterprise scale customers with revenues from their products resonating with real customers." 👩🎓 my comments: Some of the small startups that $NBIS are serving could be the big tech"
X Link 2026-02-13T22:33Z [----] followers, [----] engagements

"Some investors mistakenly believe that $NBIS only has hyperscaler customers. However consider $NBIS's $7B-9B guidance for EOY [----]. In the Q4 [----] earnings call the CRO Marc Boroditsky stated: "Our [----] ARR target is not dependent on any new mega deals." The majority of $NBIS's customers are actually AI-native startups and large enterprises. https://twitter.com/i/web/status/2022523386002301200 https://twitter.com/i/web/status/2022523386002301200"
X Link 2026-02-14T04:08Z [----] followers, [---] engagements

"@ftr_investors $GOOGL"
X Link 2026-02-14T04:10Z [----] followers, [---] engagements

"$NBIS Q4 [----] earnings call: On data center delays Q: "There are headlines of data center equipment shortages in the market. How is Nebius handling the situation ensuring access to these products And do you expect it to have any impact on your deployment" A: "On the data center delays Well generally building the data centers is a quite complex task and no one can get away from all of the risks but I think we are in a quite good shape of managing this risk. As you saw today we are well ahead of our contracted power and we are developing [--] contracted sites we announced today. And the main idea"
X Link 2026-02-14T04:28Z [----] followers, [---] engagements

"$NBIS Q4 [----] earnings call: On evaluating when you want to buy versus lease (the announced [--] new sites for data centers that are going to be a mix of owned and colocations) "So generally we are focused on bringing most of our largest projects as self-developed projects. There are [--] main reasons. First we get much better ownership with this. We have much more control over the execution of the project because we have expertise and experience of building our own sites. We also can achieve greater efficiency at scale because generally we tailor the design specifically for what we need and for"
X Link 2026-02-14T04:34Z [----] followers, [---] engagements

"$NBIS Q4 [----] earnings call: What proportion of your customers utilize your software and services in addition to your compute capacity $NBIS CR0 Marc Boroditsky: "As I think you know our AI cloud is purpose-built for AI and is battle tested with our AI customer base. At this stage 100% of our AI cloud customers are utilizing our AI cloud software obviously. So we have a 100% attach rate." https://twitter.com/i/web/status/2022531298787574042 https://twitter.com/i/web/status/2022531298787574042"
X Link 2026-02-14T04:40Z [----] followers, [---] engagements

"@mvcinvesting The most bullish part CRO Marc Boroditsky stated: "Our [----] ARR target is not dependent on any new mega deals."""
X Link 2026-02-14T05:06Z [----] followers, [---] engagements

"@EndicottInvests The most bullish part CRO Marc Boroditsky stated: "Our [----] ARR target is not dependent on any new mega deals.""
X Link 2026-02-14T05:07Z [----] followers, [--] engagements

"@AbdrazakAlmas clickhouse has its obserbility services too"
X Link 2026-02-14T19:08Z [----] followers, [--] engagements

""Other founders recommended me working with you" that's the best kind of marketing for $NBIS: word of mouth. I cant believe where Nebius is today. The team is doing things I can hardly put into words. So grateful to our customers who trust us and our partners who build with us. Every time when the new customer says other founders recommended me working with you because you are I cant believe where Nebius is today. The team is doing things I can hardly put into words. So grateful to our customers who trust us and our partners who build with us. Every time when the new customer says other"
X Link 2026-02-15T01:04Z [----] followers, [---] engagements

"Whats your highest-conviction stock heading into 2026and why Give me your 10-second pitch. Ill go first: $SE $SE: wide moat 38% growth margins improving and the clear category leader in Southeast Asia"
X Link 2025-12-20T06:44Z [----] followers, 72.3K engagements

"$CRDO Credo Technology Group Holding Ltd [--] Mission statement: To redefine high-speed connectivity by delivering breakthrough solutions that enable the next generation of AI-driven applications. [--] Management team: CTO and COO are co-founders CEO William J. Brennan has been with $CRDO since [----]. $CRDO has been growing 100% + since last year and revenue growth has been accelerating (270%+ YoY) in the last two quarters TTM revenue is 796M $CRDO's connectivity solutions are optimized for optical and electrical Ethernet and PCIE applications including the 100G (or Gigabits per second) 200G 400G"
X Link 2026-01-19T03:02Z [----] followers, [----] engagements

"$AMAT $ANET and $BROS all jumped in after-hours after reporting earnings. It looks like AI has disrupted the valuation premium for software companies while businesses that produce critical hardware and rely on physical assets to operate may enjoy the premium going forward"
X Link 2026-02-12T23:49Z [----] followers, [---] engagements

"$NBIS Q4 [----] earnings call On how to finance $16 billion to $20 billion of CapEx guidance in [----] COO Ophir Nave: [--] Operating cash flow from $NBIS core business: "So obviously we will first finance it from our cash flows. We have our cash on hand. We have cash that is generated from our core business." [--] Cash from $NBIS's long-term contracts like the one with $MSFT "But most importantly I would say we have significant amount of cash that we received and will continue to receive in [----] from the favorable terms of our long-term contracts. We are talking about a significant amount of cash." 3"
X Link 2026-02-14T01:43Z [----] followers, 10.4K engagements

"My biggest concern with $NBIS was share dilution to raise capital. Now that worry is gone. [--]. The [----] CapEx ($16B20B) can be secured with almost minimal dilution. [--]. $NBIS will generate significant OCF by the end of [----] meaning it can probably be self-funded in [----] and [----]. $NBIS Q4 [----] earnings call On how to finance $16 billion to $20 billion of CapEx guidance in [----] COO Ophir Nave: [--] Operating cash flow from $NBIS core business: "So obviously we will first finance it from our cash flows. We have our cash on hand. We have cash that is $NBIS Q4 [----] earnings call On how to finance $16"
X Link 2026-02-14T05:17Z [----] followers, 10K engagements

"@5xCap $NBIS $RDDT $SE $HOOD $TEM Diversification in [--] different industries + attractive valuation"
X Link 2026-02-14T05:22Z [----] followers, [---] engagements

"People are starting to realize that ClickHouse is taking market share from $SNOW and Databricks. And from $DDOG too"
X Link 2026-02-14T17:33Z [----] followers, [----] engagements

"@T_A_trader Good to know. Thanks for sharing. I didnt know that. Do you have a link to the source by any chance"
X Link 2026-02-16T04:41Z [----] followers, [--] engagements

"I saw some people on X commented something like $IREN landing that extra 1.6GW site in Oklahoma means securing grid power is easy nowheres the reality: it took years for $IREN to get it. Here is what CMO Kent Draper said during the earnings call yesterday. "As with Sweetwater the megawatts for this new site in Oklahoma have been secured which enables commercial discussions to progress meaningfully anchored on firm deliverable capacity. It's also worth noting that this site is a result of work that has been underway for years. It reflects the depth of our internal development capability and"
X Link 2026-02-07T03:45Z [----] followers, [----] engagements

"I believe [--] categories of software companies have significant protection against AI disruption: [--] Safety-critical systems requiring deterministic behavior where probabilistic AI approaches introduce unacceptable risksuch as flight control software in commercial aviation $HON [--] Companies operating under strict regulatory frameworks including financial infrastructure providers like Visa $V and digital banks like $SoFi where compliance barriers create high entry costs. [--] High-stakes enterprise software demanding deep domain expertise exemplified by cybersecurity platforms like CrowdStrike. 4"
X Link 2026-02-08T08:41Z [----] followers, [---] engagements

"Weird. I think $RBRK is one of the rare SaaS companies that actually benefits from AI agents rather than being disrupted by them. It offers the first enterprise platform purpose-built to monitor govern and remediate AI agents. And as AI makes data increasingly critical $RBRK is well positioned to address the growing need for data security. https://twitter.com/i/web/status/2022351654134386867 https://twitter.com/i/web/status/2022351654134386867"
X Link 2026-02-13T16:46Z [----] followers, [---] engagements

"Whats the most attractive stock to buy in the market right now My answers are admittedly a bit boring since theyre mostly names Ive owned before or am currently invested in: $AMZN $SE $RDDT $CRDO $NBIS $IREN $APP $RBRK $HOOD $COIN $SOFI $OSCR $TEM $TMDX $CLPT $HIMS $TEAM. If I had to choose just one from this list it would be $NBIS. https://twitter.com/i/web/status/2022436129757433944 https://twitter.com/i/web/status/2022436129757433944"
X Link 2026-02-13T22:22Z [----] followers, [----] engagements

"@michaelsikand If $RDDT is a SaaS company then $META is a SaaS company. 🤪🤪🤪"
X Link 2026-02-14T05:09Z [----] followers, [---] engagements

"$APP net margin in [----] is 63%"
X Link 2026-02-15T01:59Z [----] followers, [---] engagements

"$RDDT has a 35% net margin but I think there is huge room for improvement. $APP's net margin is close to fully optimized"
X Link 2026-02-15T04:50Z [----] followers, [---] engagements

"$RBRK should be on the J. P. Morgan [--] "AI-Resilient" software stack. I think $RBRK is one of the rare SaaS companies that actually benefits from AI agents rather than being disrupted by them. Organizations are now facing a new cyber landscape with AI potentially enabling threat actors to inflict 10x more damage in 1/10 of the time. The AI transformation promises 100x more opportunities also presents 100x more risk. AI agents are effectively superhuman but organizations don't yet have the guardrails to monitor and contain what they do. $RBRK offers the first enterprise platform purpose-built"
X Link 2026-02-13T17:12Z [----] followers, [----] engagements

"Two of my favorite advertising-driven businesses $RDDT and $APP have been selling off since the beginning of this year. If I could only choose one it would be $RDDT due to its strong network effect moat. In this AI era companies like Gemini OpenAI and Anthropic are paying Reddit for access to the authentic human conversations and user-generated content on $RDDT. https://twitter.com/i/web/status/2022781622005711217 https://twitter.com/i/web/status/2022781622005711217"
X Link 2026-02-14T21:14Z [----] followers, [----] engagements

"@AlphaCapital82 I think $RDDT is cheaper growing at 69% in Q4 [----]. $APP is cheap growing at 66% in Q4 [----] not as cheap as $RDDT"
X Link 2026-02-15T01:52Z [----] followers, [---] engagements

"$SE $AMZN $MELI "The operational reality remains that software is fragile but the infrastructure is anti-fragile." One bear case for $MELI and all of ecom is that AI agents bypass the ad heavy interface and kill the high margin ad revenue that currently fuels MercadoLibre's logistics war. On the other hand MercadoLibre and other dominant ecom platforms will control the only reliable One bear case for $MELI and all of ecom is that AI agents bypass the ad heavy interface and kill the high margin ad revenue that currently fuels MercadoLibre's logistics war. On the other hand MercadoLibre and"
X Link 2026-02-16T05:36Z [----] followers, [---] engagements

"I think wearable data is very helpful for preventive care like heart health @AndrewDudum Any plan to have a watch like FitBit for hims and hers"
X Link 2023-10-24T14:48Z [----] followers, [----] engagements

"OMG When I first started tracking $HIMS hims app was listed in the 20-50th place hers app was not even listed in the top [---]. Hims & Hers have both reached the top [--] in the medical category of the App Store $HIMS https://t.co/rHsZ5amlqX Hims & Hers have both reached the top [--] in the medical category of the App Store $HIMS https://t.co/rHsZ5amlqX"
X Link 2024-10-06T11:38Z [----] followers, [----] engagements

"This is how special $MELI is. A much higer gross margin than $AMZN $SE and $CPNG A much higher FCF margin too"
X Link 2024-10-11T04:01Z [----] followers, 25.2K engagements

"$TMDX institutional ownship"
X Link 2024-11-21T03:28Z [----] followers, 21.2K engagements

"Why I'm super bullish on $TMDX [--]. International expansion [--]. Expanding into other organs [--]. Techology breakthrough with new gen OCS. which make better patient outcome and also less stress on surgeons [--]. Revenue optionality from its NOP infrastruture [--]. Revenue optionality from its organ funtionality evaluation which can be sold to hospitals or other businesses adding more $TMDX The infrastructure that $TMDX has built will provide revenue optionality in the future. adding more $TMDX The infrastructure that $TMDX has built will provide revenue optionality in the future"
X Link 2024-12-11T21:28Z [----] followers, [----] engagements

"I'm so so impressed by $TEM Tempus AI [--]. Founder-led [--]. High insider ownership 59% [--]. Mission driven CEO: Eric Lefkofsky founded Tempus AI in January [----] shortly after his wife Elizabeth was diagnosed with breast cancer. This personal experience served as a catalyst for Lefkofsky to create a company that could revolutionize cancer care and improve patient outcomes through the use of technology and artificial intelligence"
X Link 2024-12-14T08:09Z [----] followers, 17.6K engagements

"2 Weeks into Feb My portfolio is doing extremely well mostly due to $HIMS $APP $NBIS and $LFMD. My YTD performance: 40.7%"
X Link 2025-02-14T22:25Z [----] followers, 16K engagements

"Which stock in your opionon is most likely to 10x in 1-3 years My take: $NBIS"
X Link 2025-05-09T04:23Z [----] followers, 48.9K engagements

"I have been saying this for months: People have no idea how valuable $NBIS ClickHouse is JUST IN: ClickHouse is in talks to raise hundreds of millions in a new funding round led by Khosla Ventures tripling its [----] valuation to $6B. This is HUGE. $NBIS owns a 28% stake in ClickHouse which is now worth a quarter of its entire market cap. 🔥 https://t.co/AgfGLI372K JUST IN: ClickHouse is in talks to raise hundreds of millions in a new funding round led by Khosla Ventures tripling its [----] valuation to $6B. This is HUGE. $NBIS owns a 28% stake in ClickHouse which is now worth a quarter of its"
X Link 2025-05-09T21:03Z [----] followers, 12.7K engagements

"Looks like $ASTS can potentially turn profitable in H2 [----] AST SpaceMobile - FY2025 Q1 $ASTS [-----] +5.30% AH (Rebounded from -7.5% AH) Cash Position: $874.5M (vs. $567.5M in Q4) Adj. OpEx: $44.9M (vs. $40.8M in Q4) CapEx: $124.1M (vs. $86.0M in Q4) Highlights: Expects H2 [----] revenue: $5075M from early deployments Ongoing https://t.co/aia2iGPwyJ AST SpaceMobile - FY2025 Q1 $ASTS [-----] +5.30% AH (Rebounded from -7.5% AH) Cash Position: $874.5M (vs. $567.5M in Q4) Adj. OpEx: $44.9M (vs. $40.8M in Q4) CapEx: $124.1M (vs. $86.0M in Q4) Highlights: Expects H2 [----] revenue: $5075M from early"
X Link 2025-05-12T20:45Z [----] followers, 12.9K engagements

"I'm a $ASTS bull now. Made it 2% of my portfolio $ASTS CEO Update: - Launching [--] sats over the next [--] years - Will be launching every 1-2 months - Launching fast is critical to delivering a connection to unmodified phones as soon as possible - Have accelerated manufacturing to match or exceed launch cadence https://t.co/FP7G0D6ozV $ASTS CEO Update: - Launching [--] sats over the next [--] years - Will be launching every 1-2 months - Launching fast is critical to delivering a connection to unmodified phones as soon as possible - Have accelerated manufacturing to match or exceed launch cadence"
X Link 2025-05-12T22:48Z [----] followers, [----] engagements

"In [----] I posted this and the CEO of $HIMS @AndrewDudum was the only one who liked it. In [----] @AndrewDudum is considering developing wearables. I think wearable data is very helpful for preventive care like heart health @AndrewDudum Any plan to have a watch like FitBit for hims and hers https://t.co/mrfTXfKDOV I think wearable data is very helpful for preventive care like heart health @AndrewDudum Any plan to have a watch like FitBit for hims and hers https://t.co/mrfTXfKDOV"
X Link 2025-05-14T02:39Z [----] followers, [----] engagements

"If I had $100k to build a high risk/high reward portfolio RIGHT NOW it would look like this: $15K - $HIMS Hims and Hers $15K - $NBIS Nebius Group $10K - $SE Sea Limited $10K - $CLPT Clearpoint Neuro $10K - $APP AppLovin $8K - $RDDT Reddit $8K - $DCTH Delcath Systems $8K - $LFMD LifeMD $8K - $CLBT Cellebrite DI Ltd $8K - $TTD Trade Desk Inc How would you build it"
X Link 2025-05-18T21:20Z [----] followers, 16.6K engagements

"Nebius Group $NBIS has stated that it expects its global data center footprint to reach approximately [---] megawatts (MW) of contracted capacity by the end of [----]. The company is aiming to achieve a baseline of 100MW of capacity in [----] but according to COO Roman Chernin the ambition is actually to grow much larger and much faster with the company building a data center pipeline to provide scalability to more than 1GW of power. No timeline for that 1GW figure was provided. @HyperTechInvest @mvcinvesting @TacticzH Any idea"
X Link 2025-05-26T04:02Z [----] followers, [----] engagements

"$NBIS COO Roman Chernin: "Inference is growing like crazy.""
X Link 2025-05-29T00:52Z [----] followers, [----] engagements

"I just bought $IREN for its superior bitcoin mining business not for the HPC part of the thesis. @Agrippa_Inv"
X Link 2025-06-03T18:50Z [----] followers, [----] engagements

"I've lost my interest in fintech companies except $HOOD. Fintech companies generally have poor returns regardless of how well the business is executing. Examples: [--]. $SOFI [--]. $NU [--]. $ADYEN $PYPL is ridiculously undervalued. Ready for a crazy stat At market close on Friday $PYPL's market cap was $71.4B and $HOOD's was $66.1B PayPal buys back $6B of their own stock every year. Analyst estimates for Robinhood's [----] revenue are $3.6B. They have almost the same $PYPL is ridiculously undervalued. Ready for a crazy stat At market close on Friday $PYPL's market cap was $71.4B and $HOOD's was $66.1B"
X Link 2025-06-08T05:09Z [----] followers, 20.8K engagements

"These are my top5 positions now and their YTD performance. $NBIS $HIMS $SE $CLPT $LFMD"
X Link 2025-06-11T17:10Z [----] followers, [----] engagements

"$MAIA is getting a deal it deserves. The issue with biotech is that clinical trials take too long. MAIA Biotechnology Inc. a clinical-stage biotech company with a market capitalization of $50.31 million has entered into a clinical master supply agreement with Roche to investigate the combination of MAIAs telomere-targeting agent ateganosine (THIO) with Roches checkpoint inhibitor atezolizumab (Tecentriq) for treating multiple hard-to-treat cancers according to a press release statement. According to InvestingPro data analysts have set ambitious price targets ranging from $10.27 to $14 for the"
X Link 2025-06-18T15:07Z [----] followers, [----] engagements

"$OSCR is a disruptor in health insurance space. Here is why: Typical health insurance practice: 😐 Most companies accept claim denials and long wait time as normal business opertions. $OSCR flipped this model. They maintain lower claim denial rates than traditional insurers while staying profitable through [--] better risk assessment and [--] better guidance $OSCR discovered something counter-intuitive🤯 in health insurance: 👉Happy customers cost less to serve. When people can quickly get answers and find appropriate care they make better health decisions. And that reduces expensive emergency room"
X Link 2025-06-26T01:48Z [----] followers, 16K engagements

"$IREN's 660MW for bitcoin mining. And 2240MW is for high-performance computing. 2240MW x 2M/MW = 4.48B dollars in annual revenue from HPC in the future. Plus $IREN has a profitable Bitcoin mining business @FrameworkWisely 2.9GW. approx 660MW used for BTC mining and the rest for HPC @FrameworkWisely 2.9GW. approx 660MW used for BTC mining and the rest for HPC"
X Link 2025-06-27T14:27Z [----] followers, 12.6K engagements

"$NBIS has top-tier technology for the AI era. OpenAI is using ClickHouse for petabyte-scale observability. 👀 For context $NBIS owns a 28% stake in ClickHouse. Every single day OpenAI ingests petabytes of log data the equivalent of [--] billion iPhone photos and that volume is growing over 20% month-over-month. Between https://t.co/7BQPVSViSc OpenAI is using ClickHouse for petabyte-scale observability. 👀 For context $NBIS owns a 28% stake in ClickHouse. Every single day OpenAI ingests petabytes of log data the equivalent of [--] billion iPhone photos and that volume is growing over 20%"
X Link 2025-06-30T16:07Z [----] followers, [----] engagements

"$IREN achieved a 16.4% net profit margin with an average Bitcoin price of $93.3K last quarter equating to $93.3K * (1 - 16.4%) = $77998.8 in mining costs (electricity and operating expenses all costs included) per Bitcoin. With $IREN's current average Bitcoin realized price at $105K the net profit per Bitcoin is $105K - $77998.80 = $27001.20 yielding a 25.7% net profit margin. With annual Bitcoin mining revenue of $1.062B at 50EH/s and a $105K average Bitcoin realized price the net profit is: 👉 $1.062B * 25.7% = $272.9M Assigning a [--] P/E to $IREN 's Bitcoin mining business alone its value"
X Link 2025-07-01T02:15Z [----] followers, 28.2K engagements

"$OSCR I'm not worried for the following reasons: [--] For those losing Medicaid due to the Big Beautiful Bill the Affordable Care Act (ACA) marketplace where $OSCR excels is the best place to find insurance plans with government subsidies (premium tax credits and cost-sharing reductions). In [----] Medicaid served over [--] million people per the Centers for Medicare & Medicaid Services (CMS). Recent data shows [----] million. To understand how significant this is to $OSCR $OSCR has about [--] million members. @BTDenominator @Tech_Investor20 @TheRonnieVShow @TheLongInvest"
X Link 2025-07-07T02:50Z [----] followers, 23.2K engagements

"Great companies to buy next week for me [--]. $TMDX [--]. $IREN [--]. $LFMD [--]. $ROOT [--]. $OSCR What are your top picks next week"
X Link 2025-07-13T04:20Z [----] followers, 12.9K engagements

"The health insurance industry often reveals a troubling contradiction: companies invest heavily in acquiring new customers only to avoid them once theyre enrolled. Back in [----] Mario Schlosser and Josh Kushner identified this core issue and launched Oscar Health $OSCR with a clear missionto build the kind of health insurance company theyd personally want to use. Common Pain Points consumers face with traditional health insurers: ❌ Frequent claim denials 🕒 Delays in reimbursement 🧭 Minimal guidance or support navigating coverage and healthcare providers 💸 Uncertainty around medical service"
X Link 2025-07-13T05:07Z [----] followers, 13.9K engagements

"$NBIS's operating expenses are nearly flat. We may achieve positive operating income next quarter or in Q4 2025"
X Link 2025-08-14T17:40Z [----] followers, [----] engagements

"$NBIS's clickhouse "AI datasets are very very large. Soon everyone will have large datasets to query for various reasons. Clickhouse does that faster than anybody else. This makes Clickhouse an existential threat to the combined market caps of Snowflake and Datadog ($125bn).""
X Link 2025-09-08T16:41Z [----] followers, [----] engagements

"$NBIS and $IREN are extremely undervalued. $HIMS $RDDT and $APP are cheap but not so cheap"
X Link 2025-09-13T01:21Z [----] followers, 31.6K engagements

"$NBIS Clickhouse: the leading database for AI Advertising in SF"
X Link 2025-09-14T19:17Z [----] followers, 10.6K 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 2025-09-18T02:06Z [----] followers, 10.6K engagements

"My multibagger wins since I started investing in 2022: $HIMS 6.7x (Average cost $8.6 $57.8) $NBIS 3.5x (Average cost $28.8 $99.1) $APP 8x (Average cost $78 $640) $SE 4x (Average cost $43.3 $192.8) $RDDT 5x (Average cost $53.1 $264.5) What about your multibaggers in the last [--] years"
X Link 2025-09-21T05:33Z [----] followers, 16.9K engagements

"$IREN has the ability to scale faster than $NBIS because of its strong free cash flow ($650M annually) generated from Bitcoin mining. I was initially skeptical of $IRENs engineering capabilities in AI/HPC but its recent earnings call where it first 10xd ARR followed by todays announcement 2x ARR again has removed all my doubts. Extremely bullish on $IREN. @Agrippa_Inv @geokoutalidis @ericjackson @FransBakker9812"
X Link 2025-09-22T21:55Z [----] followers, 41.5K engagements

"$CLPT ClearPoint has 60+ Active BioPharma Programs across 20+ indications including DBS LiTT. Just [--] of these [--] programs succeeding will send $CLPT soaring. Today $QURE is [--] of these BioPharma Programs. $CLPT went up close to 60%. $ALMU is in a similar position as $CLPT. $ALMU is actively engaged with [--] prospective customers including OEMs and tier [--] suppliers indicating strong market interest. We just need [--] out of [--] existing customers to go all-in on $ALMU s chip manufacturing approach $ALMU will go to the moon. CEO Klamkin highlighted external validation: As one senior tech leader from"
X Link 2025-09-24T20:40Z [----] followers, 20K engagements

"$NBIS is more than just compute. It's building a full developer platform to power AI products at scale. Check this article "Better data infrastructure is needed for the AI era" from Nebius. https://tracto.ai/blog/better-data-infra https://tracto.ai/blog/better-data-infra"
X Link 2025-10-03T21:22Z [----] followers, [----] engagements

"$CIFR The latest investor presentation Expected NOI: 80% - 85% 🤯🤯🤯🤯🤯"
X Link 2025-10-05T02:24Z [----] followers, 30.7K engagements

"Jensen Huang: AI Inference isn't gonna 10x isn't gonna 100x isn't gonna [--] million x. It's gonna be [--] 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 [---] year process of building a data center. Altimeter's Brad Gerstner's offers his AI playbook https://youtu.be/YkiEJbMNoHAsi=W1a-1VAzinGi2DDe https://youtu.be/YkiEJbMNoHAsi=W1a-1VAzinGi2DDe"
X Link 2025-10-09T20:22Z [----] followers, 10.4K engagements

"Given how data centers can spike electricity bills and worsen water quality for people live nearby the next wave of data center buildout is on-site power generationBring-your-own-power (BTM) for tighter costs higher uptime and better community acceptance. Which companies are executing on this So far Ive seen $BN and $BAM. Who else"
X Link 2025-10-20T02:57Z [----] followers, [----] engagements

"$SE $RBRK are my top buys over the next few weeks. Cheap and high-quality. What are yours"
X Link 2025-10-26T03:23Z [----] followers, [----] engagements

"4. Phillips [--] ( $PSX ) 👉 Market Capitalization: $52.03B 👉 Offering a diversified portfolio stretching across midstream refining chemicals marketing and renewables $PSX has outperformed sector peers in the past year although momentum has been choppy in the last couple of months. Looking ahead $PSX is targeting a $4.5B EBITDA run rate by [----] for its midstream segment largely through organic expansions and system optimization including new gas processing and pipeline capacity coming online over the next two years. The company's $2.4B capital spending plan for [----] includes $1.2B for growth"
X Link 2025-12-23T02:45Z [----] followers, [---] engagements

"5. Ally Financial Inc. ( $ALLY ) 👉 Market Capitalization: $14.00B 👉 Bank and auto lender $ALLY has soundly outperformed the financial sector in the past year boosted by an earnings beat improved net interest margin guidance and the unveiling of a $2B stock buyback program. Exceptional forward ROE and EPS growth rates drove an A Growth Grade. $ALLY has [--] upward earnings revisions and one downward revision for FY25 while FY [----] EPS is projected to grow by 43%. https://twitter.com/i/web/status/2003296281259630877 https://twitter.com/i/web/status/2003296281259630877"
X Link 2025-12-23T02:47Z [----] followers, [---] engagements

"@sloth_cap But for comapanies like $AMZN and $SE you should look at OCF margin"
X Link 2025-12-20T20:22Z [----] followers, [---] engagements

"@sloth_cap This is how the OCF improves YoY 😐-1.056B in [----] 😀2.08B in [----] 😀3.277B in [----] 😀4.569B in 2025"
X Link 2025-12-20T20:26Z [----] followers, [----] engagements

"My updated stock-picking framework - The ACE Framework: [--] Ahead of the pack riding megatrendsbe disruptive be the best [--] A mission-driven visionary CEO who constantly under-promises and over-delivers [--] Attractive valuation with ample margin of safety [--] Consistently sticky and predictable revenue [--] Compelling differentiation with pricing power [--] Clear sustainable and optionable growth drivers (acceleration preferred) [--] Elevated confidence in the upside potential with no blow-up risks"
X Link 2025-10-20T05:53Z [----] followers, [----] engagements

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