@GagHendo007 Avatar @GagHendo007 Giles Henderson

Giles Henderson posts on X about $nbis, ai, business, $nvda the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

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Social Influence

Social category influence finance 33% stocks 28% technology brands 20% cryptocurrencies 2% automotive brands 2% countries 2% currencies 1% exchanges 1%

Social topic influence $nbis #200, ai 17%, business 12%, $nvda 9%, $spcb #11, future 6%, money 5%, $10bn 5%, if you 5%, $iren 4%

Top accounts mentioned or mentioned by @zerohedge @j16425646 @babyfolio @jonahlupton @aleabitoreddit @exanteecon @notpowellss @themarketear @gabrelyanov @yodastockinvest @stocksavvyshay @fiscalai @5to9mj @robbie806 @gvdinvestor @mvcinvesting @theraymyers @grindeoptions @nolimitgains @addictedtostock

Top assets mentioned Nebius Group N.V. Class A Ordinary Shares (NBIS) NVIDIA Corp. (NVDA) Iris Energy Limited (IREN) Alphabet Inc Class A (GOOGL) Bitfarms Ltd. (BITF) Uber Technologies, Inc. (UBER) AIRO Group Holdings, Inc. (AIRO) Bitcoin (BTC)

Top Social Posts

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

"Its a bit like $nbis in that it pivoted from a previous business model but now has the best tech and is winning customers all the time and its not reflected in its numbers - crazily cheap $spcb"
X Link 2026-02-13T16:10Z [---] followers, [---] engagements

"@j16425646 Same as $airo - drone/defence - super cheap - trading on 3x sales"
X Link 2026-02-03T13:35Z [---] followers, [---] engagements

"@Ticker_Watcher1 @wealthmatica It was always going to take time & market wide sell offs were a risk but it will build through [----] - at $20bn its bonkers - this is the future of AI I am loading up more"
X Link 2026-02-04T17:47Z [---] followers, [--] engagements

"@gabrelyanov $nbis building hyperscale AI infracloudcompute & data platformsoptimized [--] training & deploying large modelsnot retrofitted from legacy systems. Its deep technical talent & focus on fullstack AI infra is a serious alt [--] trad cloud giants as demand [--] AI native platforms 🚀 🚀"
X Link 2026-02-08T10:33Z [---] followers, [---] engagements

"@gabrelyanov The AWS of AI cloud infrastructure There is always risk but I think it is more execution timing than ultimate execution due to supply constraints (components and energy but they are mitigsting that) planning restrictions and just large project risk"
X Link 2026-02-08T10:35Z [---] followers, [--] engagements

"@GreenPipsTrade @YodaStockInvest Its not even close $nbis is by far the superior business to $iren - one is an expert of the industry and the other is a convert from crypto mining with access to some power but not the level of demand"
X Link 2026-02-09T11:32Z [---] followers, [---] engagements

"@PassTheCheeze You are missing the important bits EBITDA positive Increases capex guidance to 16-20bn - 60% funded by operational cashflows ARR 8bn assuming I new hyperscalers Connected power 3GW by the end of [----] ($35bn revenue opportunity) $nbis is the one to own"
X Link 2026-02-12T13:52Z [---] followers, [---] engagements

"@WealthyReadings Oops were you short for the results This is a different beast to the hyperscalers theyve higher rev mults & therefore pivoting to invest in AI from that base is riskier. $nbis is much cheaper. 3GW end of [--] connected power is c.30bn in27 EBITDA margins of 40% - do the maths"
X Link 2026-02-12T15:21Z [---] followers, [---] engagements

"@dddyepddd @StockSavvyShay @fiscal_ai Im not sure its a problem if Google want buy them but theyd be paying over $100bn now I suspect. They cant just copy this overnight There isnt enough supply globally for the demand $nbis is definitely the horse to back over the next [--] years"
X Link 2026-02-12T16:39Z [---] followers, [---] engagements

"The smart money is buying $nbis an incredible management team executing major transformational projects at pace to drive exponential growth whilst managing cash & margins but maintaining a point of difference. A lot of retail cant see it or dont understand the co and trade it"
X Link 2026-02-12T18:50Z [---] followers, [---] engagements

"@JonahLupton @5to9_MJ Thats very conservative for $nbis over [--] years in my view I think it has 3x by Feb [----] results minimum and over [--] years Im expecting potentially 20x Just do the maths and they are in a demand led industry with limited supply so margins will stay high for a while"
X Link 2026-02-12T18:53Z [---] followers, [---] engagements

"@ilzmcfly You dont understand the [--] businesses - $iren is nearly all about power and trying to convert to full stack but doesnt have the expertise or technology yet. $nbis is a full stack cloud provider with the best engineers and management in the business with thousands of customers"
X Link 2026-02-13T08:04Z [---] followers, [---] engagements

"@aibytekat Not sure he knows what hes talking about AI isnt only chat gpt or similar functionality - its way bigger than this he is trying to save his industry There will be a place for AI made films alongside the norm in the future. Its happening get over it & take its strengths"
X Link 2026-02-13T08:14Z [---] followers, [--] engagements

"$nbis price has actually got ridiculous now - its valuing it at about $10bn for the core business when ARR will be $7-9bn at the end of [----] - so just execute and we will see at least 5x from here. It bonkers Forced selling by leveraged crypto owners needing cash"
X Link 2026-02-06T08:10Z [---] followers, [---] engagements

"@briefing_block_ @StockSavvyShay @fiscal_ai Cash burn cant be that bad if they are funding 12bn of their capex in their own cash - please show me an industry where you get paybacks in less than [--] years Dont expect capex to = profit in a company thats growing at [---] % & this is its core business Ill take 40% EBITDA"
X Link 2026-02-12T16:43Z [---] followers, [--] engagements

"@JonahLupton @5to9_MJ So this was from waters tower research. [--] was pretty close. So lets assume this is right. I think its too light. They will have 3GW which is 30-36bn of rev by [--]. So low end @40% is EBITDA of 12bn lets put a 15x multiple on that or 5x on rev (low end) . C160bn EV 8x today"
X Link 2026-02-12T19:58Z [---] followers, [--] engagements

"@growthrapidly $nbis - too many of this list great list but overvalued based on fundamentals and risk. $nbis isnt"
X Link 2026-02-15T15:17Z [---] followers, [--] engagements

"@browser_things @Rugby_Scoop Backwards"
X Link 2026-02-15T18:05Z [---] followers, [--] engagements

"@Robbie806 @not_ewe_again @stephenjones9 Scotland win one game & think they are world champions - I know its always your WC final bit not Englands - you are ranked [--] in the world Shouldnt be England had to lose at some point - and it took dodgy refereeing decisions to help SA only team better than England"
X Link 2026-02-15T21:21Z [---] followers, [--] engagements

"I am a huge $nbis fan as you all know and have been in it since Nov [--] & have -8k shares - I have never been more certain of the upside and the cheap valuation after yesterdays results. Please look at $spcb its so undervalued"
X Link 2026-02-13T16:07Z [---] followers, [---] engagements

"@GVDInvestor Quite a negative article - I think your revenue per MW is incorrect - this is based on current business before more added value utilisation. Tavily acq will help drive this. Youve also forgotten any of the subsidiaries they are worth c. $8-10bn and growing triple digit too"
X Link 2026-02-17T11:22Z [---] followers, [--] engagements

"@GVDInvestor As said in the call 60% of the cash to support the $16-20bn of capex in [----] is there no dilution. FCF will be generating as well from active DCs. So yes there will be dilution to fund 3GW of active power but $nbis man team are very conscious of the most efficient funding source"
X Link 2026-02-17T11:27Z [---] followers, [---] engagements

"Market outperform sorry not just a buy $nbis"
X Link 2025-11-19T08:49Z [---] followers, [---] engagements

"@gary_pallett @DannyQuark @TheTechInvest I think you have mis reported - they havent said they are going to miss Q4 estimates they have picked a number within the previous range for Q4 - not miss"
X Link 2025-11-19T09:09Z [---] followers, [--] engagements

"@ArpitAgar_Aurum @mvcinvesting Yes not consolidated as doesnt own having majority voting power any more but still has an investment in their balance sheet for it and ultimately therefore enterprise value . its estimated it owns a significant majority around 50% with a voting control of around 49%"
X Link 2025-11-19T09:20Z [---] followers, [--] engagements

"$spcb wins again - this time a US government linked contract - game changer"
X Link 2025-11-19T15:14Z [---] followers, [----] engagements

"$nbis I think post $nvda results last night its proven AI is not a bubble. $nbis is valued at $160 average by analysts on what we know today but further growth will be exponential and thats not built in yet Im more confident in $nbis than when I backed $nvda [--] years ago"
X Link 2025-11-20T08:25Z [---] followers, [--] engagements

"My biggest learning on holding $nvda so long is be patient there will be big dips but you dont know when there will be moments when everyone says you are wrong. No one ever thinks its going to go up 20x but it did many times. Stick to your convictions & fundamentals $nbis"
X Link 2025-11-20T08:34Z [---] followers, [---] engagements

"@Aktiehedonist Hes very long coreweave thats why"
X Link 2025-11-20T19:34Z [---] followers, [--] engagements

"@shanaka86 Keep shorting it @shanaka86 have you ever run a business when you have hyper growth your stock (DIO) and DSO rise disproportionately quickly to support your growth relative your p&l at the time. Nice try load of rubbish though"
X Link 2025-11-20T19:40Z [---] followers, [--] engagements

"@MonisnMonis Like all hyper growth companies including Nvidia google Amazon meta on their growth journeys You cant grow at these rates without major investments but I agree it needs to be managed carefully and I trust the experienced $nbis management team to be able to do it again"
X Link 2025-11-24T10:11Z [---] followers, [---] engagements

"$nbis shorts are going to get burned they are increasing with the Burry AI attack [--] Jan [----] 5.52% [--] Feb [----] 5.37% [--] Mar [----] 8.26% [--] Apr [----] 7.26% [--] May [----] 5.08% [--] Jun [----] 6.67% [--] Jul [----] 7.02% [--] Aug [----] 7.67% [--] Sep [----] 11.13% [--] Oct [--] 11.24%"
X Link 2025-11-24T17:23Z [---] followers, [---] engagements

"@Kaizen_Investor @babyfolio You arent bullish enough you arent assuming more hyperscaler deals Avride self drive breakthrough and faster rollout etc in your bullish scenario and I think the bullish scenario will play out as I suspect a deal with Amazon soon if they manage to get permission on new land"
X Link 2025-11-25T09:44Z [---] followers, [--] engagements

"@TheRayMyers It is bullish but if you call any stock x3 or x5 then its bullish right because if everyone could see it there wouldnt be that potential upside - the thing with $nbis is everyone cant see it so its so undervalued - huge growth incoming best management team growth market"
X Link 2025-11-26T08:46Z [---] followers, [---] engagements

"Cramer knocked $nbis at $25 and again recently / I have been in this stock since Nov [--] and for me it is following the exact same up and down sentiment of $nvda all those years ago People need to do their due diligence to really understand how great this company is Cramer did his usual of red flagging a smaller company like it did with NVDA yrs ago - I really believe $NBIS is going to be a huge player in years to come creating an AI empire that has diversity within its portfolio. Watch this video to really understand it . Cramer did his usual of red flagging a smaller company like it did with"
X Link 2025-11-26T11:07Z [---] followers, [---] engagements

"@j16425646 I am heavily invested but would be useful for them to show a forward cash flow statement given the revenue v AR which is showing a debtor days of nearly a year due to how they account for long term contracts Hard to decipher bad overdue and future debt"
X Link 2025-11-26T15:44Z [---] followers, [--] engagements

"@pepemoonboy This works until you get a huge market crash or something that significantly devalues the company but otherwise a sensible option"
X Link 2025-11-29T10:49Z [---] followers, [--] engagements

"@GrindeOptions $nvda and the next one is $nbis"
X Link 2025-11-30T10:22Z [---] followers, [---] engagements

"@babyfolio Bitcoin down -5% - drives all high beta stocks as a basket down for some reason - very odd If anything bitcoin down should help equities except for this heavily invested in it like MSTR"
X Link 2025-12-01T08:11Z [---] followers, [----] engagements

"@babyfolio Because people are realising its a Ponzi scheme 🤣 Honestly just risk off and macro uncertainty. Lack of liquidity not many buyers at the lower levels hasnt found its floor same as most crypto & institutions selling crypto not just retail. Yen also strengthening = risk off"
X Link 2025-12-01T08:23Z [---] followers, [---] engagements

"@babyfolio Japanese bond yields have risen to 1.84% highest since [----]. Over the past [--] years banks/big investors borrowed money in yen (safe haven - low interest rates) and converted to other currencies to invest and create liquidity. If yen bond yields rise it needs to be paid back"
X Link 2025-12-01T08:40Z [---] followers, [---] engagements

"@babyfolio Yes but higher and rising but yen is still relatively weak v USD as US bond yields higher and remain relatively high. When us interest rates and bond yields fall it changes.z"
X Link 2025-12-01T09:24Z [---] followers, [---] engagements

"@Agrippa_Inv @aleabitoreddit You seem to be focussing only on hyperscaler contracts for $nbis but dont focus on all the other companies out there using their full stack Nebius has to raise money (lower debt than coreweave) either through portfolio companies debt or equity to grow at the speed they are"
X Link 2025-12-01T12:20Z [---] followers, [---] engagements

"@Dividend_Dollar 35% cash 10% silver 55% equities"
X Link 2025-12-02T20:56Z [---] followers, [--] engagements

"@GlobalCollapse Im talking about the ones just announced - there are no details yet"
X Link 2025-12-02T21:05Z [---] followers, [---] engagements

"@summitcapitaI @trevhesinvests Very simply 62.5b market cap - 70m assuming 10% dilution . $7b [----] revenue $12b [----] excluding any new hyperscaler contracts so base case. 25% EBITDA margins whilst growing at over 250% so 20xPE - this doesnt factor in any upside for the portfolio companies"
X Link 2025-12-03T19:09Z [---] followers, [--] engagements

"@TheRayMyers Consensus has gone up to $163 👍"
X Link 2025-12-03T20:13Z [---] followers, [----] engagements

"@aleabitoreddit @Hedgeye @hedgeye according to compiled reviews of past closed trades (from Jan 20May 24) only 36% of [---] closed trades had a positive return and only 32% outperformed the SPY over the same periods the easiest period to make money. Their $nbis short is another one of their howlers"
X Link 2025-12-05T20:49Z [---] followers, [----] engagements

"Morningstar sell rating on $nbis @$70 Amazing dont believe NBIS has a durable competitive adv to protect high profit over time High Uncertainty & Execution Risk Profitability/Cash Flow Not Yet Proven Growth relies heavily on hyperscaler deals & favourable macro conditions"
X Link 2025-12-09T12:13Z [---] followers, [---] engagements

"@Sandeman52 Mr market does what mr market does and algos group companies together - it gives us a fantastic buying opportunity to buy more $nbis shares Its a bargain The proof however will be when they deliver and then everyone will believe the forecasts"
X Link 2025-12-12T17:08Z [---] followers, [--] engagements

"The reason why $nbis is falling is due to market sentiment on AI and the concern over Open AI ability to deliver given its debt and any companies associated with it. $nbis will be volatile due to things out of its control but I believe every quarter it delivers it will tick up"
X Link 2025-12-13T10:07Z [---] followers, [---] engagements

"@NoLimitGains Im not sure you work in the real world do you Every large business is starting to invest in AI as it does payback. You can remover heads. You can get insights to help you beat the competition. You can process things much faster to give you more capacity"
X Link 2025-12-17T18:13Z [---] followers, [--] engagements

"@NoLimitGains You can use less external consultants including remaining marketing agencies. Drugs breakthroughs its embedded in ERP systems and management enterprise systems you buy The list goes on and on"
X Link 2025-12-17T18:15Z [---] followers, [--] engagements

"@zoomyzoomm You mean the same ones that are sitting on 4-500% gains dont be jealous now"
X Link 2025-12-18T17:23Z [---] followers, [--] engagements

"@zerohedge Ive finally got out having been in from $28 - I think there is going to be a major pullback and then potentially depending on markets probably will rise again"
X Link 2025-12-26T16:05Z [---] followers, [---] engagements

"@ExAnte_econ @notpowellss___ Why would it Nvidia which is even bigger trades on 25x revenue - so I make that $40bn which it wont be far away from in [----] in fact I think it will be higher given it will be c. $10bn in [----] I think it could easily be $1tr by [----] - I suspect it may be earlier. $nbis"
X Link 2025-12-28T16:54Z [---] followers, [---] engagements

"@J_Wise_geology I own physical silver - just sold my silver etf and Ariana resources aau.l (a very small cap in silver and gold) thats performed poorly in [----] Very odd its so low given all the potential"
X Link 2025-12-28T17:24Z [---] followers, [---] engagements

"@ExAnte_econ @notpowellss___ And that is where you are getting it wrong - $nbis isnt a utility like infrastructure business do you research youll see it when it happens Nebius is the AWS with AI at the heart of it rather than general purpose. It caters for all AI start ups $bn cos and hyperscalers"
X Link 2025-12-28T17:31Z [---] followers, [---] engagements

"@ExAnte_econ @notpowellss___ Not cult at all - if they execute as they say they will & continue to sign all these rapidly growing cos AI cloud services & infra they then tie them all in. Add a sprinkle of hyperscaler. I dont disagree those rev mults are too high Im expecting $200bn by [----] on $25bn of rev"
X Link 2025-12-28T18:53Z [---] followers, [--] engagements

"The problem $nbis has is it doesnt have historic financials to justify its EV. But if you do your research understand whats being built the quality management team/engineers their growth that is banked their competitive edge to small/medium cos youll realise its a bargain"
X Link 2026-01-05T14:15Z [---] followers, [---] engagements

"@zerohedge I suspect a joint venture with $Uber $NBIS (avride its subsidiary and Toyota)"
X Link 2026-01-05T22:26Z [---] followers, [---] engagements

"@j16425646 Down to [----] I think there are concerns over more conflict in Iran/Israel and $spcb gets put in that risk bucket even though there is marginal risk"
X Link 2026-01-06T09:58Z [---] followers, [---] engagements

"hugely under the radar - winning contracts not many analysts. [----] $spcb will grow & grow by quarter & EPS will be less than [--] by yr end - bonkers Fast growing market with the best technology tagging to reduce violence crime prison overcrowding monitor immigrants etc $nbis"
X Link 2026-01-06T19:38Z [---] followers, [---] engagements

"@The_AI_Investor You mean like $nbis Strategic partner to $nvda deploying Ruben But $nbis isnt leveraged as highly or concentrated as highly in hyperscalers and has a management team who were brought up on building an AI and tech business not a crypto mining management team"
X Link 2026-01-07T18:16Z [---] followers, [---] engagements

"@j16425646 It looks like Iran about to bomb Israel hence the recent drop in $spcb I believe - Russian embassy has been emptied and families taken back to Russia"
X Link 2026-01-07T22:22Z [---] followers, [---] engagements

"@alvarogomezolea Agreed Bargain price and huge upside. Feels like an institution must be offloading some shares as I cant believe thats all retail dropping it 15% in a week albeit the float is small. Im accumulating $spcb as I did $nbis when it dipped"
X Link 2026-01-08T21:05Z [---] followers, [---] engagements

"@j16425646 JC why dont you reply to anyones questions Im bengonning to wonder if you are working for them This weeks fall on high volume must be institutional selling so my guess is an equity raise is coming to fund the working capital for all these contract wins"
X Link 2026-01-09T09:10Z [---] followers, [--] engagements

"@addictedtostock I think I do - can you tell me why they are requesting the ability to offer more shares That ultimately means: Acquisition opportunity equity offering Increased equity to employees as part of the remuneration strategy No other reason why you need more shares $sbcp"
X Link 2026-01-10T13:37Z [---] followers, [--] engagements

"@DocCPA78 @matthijsvdn So I do understand it. It can only mean Equity offering for acquisition or raise cash or to give to employees I get it could be to fund growth thats fine but it could be many other things and the vote means we lose control They havent given any details is the concern"
X Link 2026-01-10T13:39Z [---] followers, [--] engagements

"@addictedtostock @DocCPA78 @matthijsvdn Im glad you are so animated it As I said I have a lot of shares and like the progress in the business but Im trying to understand why they are increasing the potential share count - you do that for more freedom. Im a CFO I do understand this stuff. It has no tax benefits"
X Link 2026-01-11T11:00Z [---] followers, [--] engagements

"@EndicottInvests If the market doesnt crash 20% I 100% agree with you - I think it will be higher as financial models will start realising how compound insane growth works in a top top company"
X Link 2026-01-15T08:40Z [---] followers, [--] engagements

"@lotrading88 @EndicottInvests Im not really sure why Im answering this odd comment - $nbis didnt rise when the market crashed - the market recovered and wasnt down 20% on the year it was up nearly 20%"
X Link 2026-01-15T18:34Z [---] followers, [--] engagements

"@YodaStockInvest What people dont understand is $iren is valued at $19bn and $nbis is $27bn but it has subsidiaries that are worth $10bn and hardly adding anything to the revenue as are either minority interests or R&D led like Avrode. $iren is way overvalued v $nbis"
X Link 2026-01-18T18:14Z [---] followers, [--] engagements

"@midascabal I got $nvda right so 🤞"
X Link 2026-01-20T09:13Z [---] followers, [--] engagements

"@HyperTechInvest Im hoping we might hear Data ones major innovation breakthrough for their DCs too 🤞 CEO told me it was about a week away last week $nbis my new $nvda"
X Link 2026-01-21T08:24Z [---] followers, [---] engagements

"@AgentSaffron @aleabitoreddit I disagree if you understand an industry & know the growth opportunity & then pick the best management team with a USP & hold long term you dont need to rely on god $nbis is definitely [--] of those - I think it will be the AI industry leader by [----] which will be clear by 2030"
X Link 2026-01-21T08:45Z [---] followers, [--] engagements

"@themarketear @zerohedge Said the market ear for the 100th time hoping to get it right. This market isnt your usual market. Everything says its overpriced but there is more money on the system and it needs a major event to crash it - what will that be"
X Link 2026-01-21T22:56Z [---] followers, [---] engagements

"@themarketear @zerohedge You were calling a double top overbought high volatility going to crash until today - now you are getting bullish 🤷♂"
X Link 2026-01-26T19:47Z [---] followers, [---] engagements

"@mcturra2000 $fxpo And majority shareholder Zhevago has had his assets frozen today I suspect the US have told them to control the corruption and the US will invest heavily in Ukraine to rebuild it and invest in its resources Could this play out with Z forced to sell 49% to us banks"
X Link 2025-02-13T10:11Z [---] followers, [---] engagements

"$nbis new ticker code launched todsy $nbil 2x leveraged ETF by Granite"
X Link 2025-10-07T20:12Z [---] followers, [---] engagements

"@GrindeOptions $nbis x3.5 (was x6) $nvda x25 $fxpo x8 from covid had about [--] $nbis is the best bet now - will be a global top [--] stock in [--] years in my view but you need to do your DD - my prediction is x3 in a year x6 in [--] years and x10 in [--] years"
X Link 2025-11-26T08:35Z [---] followers, [---] engagements

"$nbis - anthropic is raising $10bn at a $350bn valuation Theyre forecasting 6-9bn ARR in [----] & $4bn of sales and net income still negative - sound familiar $nbis a year behind which is valued at $25bn & has subsidiaries that are worth $10bn of that - we are still early $nbis"
X Link 2026-01-07T18:20Z [---] followers, [---] engagements

"@zerohedge $nbis - anthropic is raising $10bn at a $350bn valuation Theyre forecasting 6-9bn ARR in [----] & $4bn of sales and net income still negative - sound familiar $nbis a year behind which is valued at $25bn & has subsidiaries that are worth $10bn of that - we are still early $nbis"
X Link 2026-01-07T18:21Z [---] followers, [---] engagements

"$dfdv should just sell a load of their solana and buy back the shares As they have $270m of sol at todays prices and a $190m market cap Its bonkers And now launched $dont that is worth $14m after [--] day"
X Link 2026-01-22T20:34Z [---] followers, [---] engagements

"@mvcinvesting Hes in coreweave and so has to bash $nbis - hes a fraud"
X Link 2026-01-28T17:18Z [---] followers, [---] engagements

"@zerohedge I dont get soaring capex Capex drives future growth if you want more growth you spend more capex. If they had said capex was down you would have said A.I. demand is falling - they cant win"
X Link 2026-01-28T21:32Z [---] followers, [---] engagements

"@zerohedge Who cares - its about future growth - its called investing to grow in an industry that has demand outstripping supply Its the right thing to do"
X Link 2026-01-28T22:10Z [---] followers, [---] engagements

"$spcb starting to move and up 8% pre market - this is a potential 5x stock within [--] months once the new contracts become clearer on their scale. Some great DD showing the potential impact on the business growth"
X Link 2026-01-29T10:51Z [---] followers, [----] engagements

"@Chartradamus @hereforgoodish2 They should merge to create a powerhouse and crush coreweave"
X Link 2026-01-30T22:51Z [---] followers, [--] engagements

"The more I watch $nbis I think they should merge with $iren $bitf or $cifr to accelerate access to power to scale faster & get ahead of the comp as once contracted in its hard to leave. Theyve the best full stack & its a race to get power. $bitf would be the best value EV/GW"
X Link 2026-01-31T10:30Z [---] followers, [---] engagements

"I dont think they have to but I think they could reach economies of scale quicker than anyone else that way but it will probably be more expensive in the short term and mean raising debt finance - I think $nbis will be the ultimate winner"
X Link 2026-01-31T10:31Z [---] followers, [---] engagements

"The right way to fund it would be to sell a % of avride to Toyota or Uber - non core but holding valuable EV for $nbis"
X Link 2026-01-31T10:33Z [---] followers, [---] engagements

"@AwareWealth My view to reduce that risk is buy some available power $nbis $bitf"
X Link 2026-01-31T11:01Z [---] followers, [---] engagements

"Putting all the pieces of the jigsaw together $nvda and Jensen want to buy $nbis & Arkady said No like he did to Google when running yandex. Jensen putting pressure on my investing in $crwv & open AI rumours. $nvda $nbis will happen down the line"
X Link 2026-01-31T11:04Z [---] followers, [---] engagements

"@ackayuk Im in from $26 average but buy more every time it hits the key technical areas $75 in the previous dip and $79.54 if it hits there this week the [---] EMA but I dont thing it will"
X Link 2026-01-31T11:18Z [---] followers, [---] engagements

"@BujokMr Energy AI drones + defence stocks are the future growth companies. Food will always be stable but we will see inflation so commodities will rise from lows so commodity stocks will do well for a few years now"
X Link 2026-01-31T11:25Z [---] followers, [---] engagements

"@ackayuk Im not sure sadly as people see $nbis as a us stock due to it being traded on the Nasdaq its more a market driven switch than company driven"
X Link 2026-01-31T11:37Z [---] followers, [---] engagements

"@themarketear @zerohedge Ridiculous quote - Always the case in a global bull market 🤷♂"
X Link 2026-01-31T16:39Z [---] followers, [---] engagements

"@BaBorzakuy @Slverhand_2077 Shame youll regret it could be like IBM choosing not to own Microsoft DOS outright . 👀 or Fairchild carving out AMD - only the bright and well researched people can see it - hence why institutional holding is now 60% $nbis"
X Link 2026-02-03T10:49Z [---] followers, [--] engagements

"So I think $NBIS should buy a small player like $BITF subject to location strategy but current market cap $1.2b- itd cost 1.2bn to build a 120mw DC from scratch & have a lead time of c. [--] year. They have access to 350mw today. Fast scaling in combo with collection & self builds"
X Link 2026-02-06T17:16Z [---] followers, [---] engagements

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