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@LiebermanAustin Avatar @LiebermanAustin Austin Lieberman

Austin Lieberman posts on X about stocks, $path, $iren, $meli the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours.

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Social category influence stocks XXXXX% finance XXXXX% technology brands XXXX% currencies #3665 cryptocurrencies XXXX% automotive brands XXXX% countries XXXX%

Social topic influence stocks #2385, $path #64, $iren #295, $meli #12, $googl #2405, $bn #5, market cap #755, $rklb #224, im a 3.25%, $nbis #225

Top accounts mentioned or mentioned by @joinyellowbrick @forestviewcap @edodreaming @william_r2rclub @nahuakang @rklbman @babyfolio @canadakaz @thebtcminingguy @thgstar2 @ckalaleh77112 @regulatedlegacy @samsolid57 @gabgrowth @dylan522p @patrickoshag @dhavalkotecha @yeetak8 @petrugabriel @stanfr31

Top assets mentioned UiPath, Inc. (PATH) IREN Limited (IREN) MercadoLibre Inc (MELI) Alphabet Inc Class A (GOOGL) Brookfield Corporation (BN) Rocket Lab USA, Inc. Common Stock (RKLB) Nebius Group N.V. Class A Ordinary Shares (NBIS) Blackstone, Inc. (BX) Amazon.com, Inc. (AMZN) Robinhood Markets, Inc. (HOOD) CoreWeave, Inc. (CRWV) Shopify Inc (SHOP) Bloom Energy Corporation (BE) DLocal Limited Class A Common Shares (DLO) Axon Enterprise, Inc. (AXON) Adobe, Inc. (ADBE) Cream (CRM) Digital Realty Trust Inc (DLR) Oracle Corporation (ORCL) Hundred Million (100M) Costco Hot Dog (COST) Microsoft Corp. (MSFT) Bitcoin (BTC) Open Custody Protocol (OPEN) NVIDIA Corp. (NVDA) Cryptonex (CNX) Cummins Inc. (CMI) Eos Energy Enterprises, Inc. (EOSE) Generac Holdings Inc. (GNRC) Enphase Energy Inc (ENPH) Tesla, Inc. (TSLA) Oklo Inc. (OKLO) NextEra Energy Inc (NEE) BlackRock Inc (BLK)

Top Social Posts #

Top posts by engagements in the last XX hours

"BREAKING: Brookfield Asset Management spending up to $X billion on Bloom Energys fuel cells for data centers. $BE up XX% on the news. Actually surprised its not up more. Bloom Energys entire market cap is $20B and TTM revenue was $1.63B"
X Link @LiebermanAustin 2025-10-13T13:01Z 61.1K followers, 5263 engagements

"Unpopular opinion: You dont want your stocks to go up. If youre investing in great companies not just the next hot stock you should be cheering for the stock to stay flat or even go down so you can buy more shares over time"
X Link @LiebermanAustin 2025-10-09T20:22Z 61.1K followers, 6069 engagements

"If you are stressed out by how much your portfolio is down today its a sign youre not investing right for your own personality/situation"
X Link @LiebermanAustin 2025-10-10T16:03Z 61.1K followers, 2629 engagements

"@GabGrowth Agree on $MELI I need to study $DLO"
X Link @LiebermanAustin 2025-10-12T11:52Z 61.1K followers, XXX engagements

"I couldnt figure out why the hyperscalers and even Nvidia OpenAI or any other company with a strong balance sheet dont just become a Neocloud provider for themselves or for others I think it was the @dylan522p interview with @patrick_oshag that made it click. The hyperscalers Nvidia and OpenAI are partnering with the neoclouds because it puts all the capex buildout risk on the neoclouds themselves. So thats the risk (and the opportunity) for companies like $NBIS $CRWV $IREN etc. X. Everyone is super bullish about the infrastructure opportunity so theyre forecasting hyper growth out several"
X Link @LiebermanAustin 2025-10-15T10:17Z 61.1K followers, XXX engagements

"$RKLB is one of the most overvalued stocks in the market. $30B market cap trading at 52x FY 2025 revenue with XX% gross margins. Neutron + next X years of results are baked in. Priced for absolute perfection. Just significantly reduced my position (up 630%)"
X Link @LiebermanAustin 2025-10-11T00:00Z 61.1K followers, 3568 engagements

"$MELI quietly trading at a P/S of under 4about half of its 5yr average with 25%+ revenue per share growth expected over the next X years. If P/S is under X in 2027 you get 18%+ annualized returns If P/S is around X (historical average) you get 60%+ annualized returns"
X Link @LiebermanAustin 2025-10-03T10:30Z 61.1K followers, 4641 engagements

"@dhaval_kotecha Been buying $MELI but silk felt $AXON was pricey. What have you conviction now"
X Link @LiebermanAustin 2025-10-12T01:27Z 61K followers, XXX engagements

"$ADBE and $CRM are both down something like 30%+ and are cheap but I think theyre falling knives not opportunities. They both have HUGE user bases but their leads were established before AI tools cannabalized their moats. Sometimes things are cheap for a reason"
X Link @LiebermanAustin 2025-10-04T10:55Z 61K followers, 4315 engagements

"@YeeTak8 Beautiful thing about investing is theres lot of stocks out there. Much more enjoyable to use this platform to have actual discussions and share ideas/perspectives. You should try it"
X Link @LiebermanAustin 2025-10-05T05:48Z 61.1K followers, XXX engagements

"$PATH up X% pre-market. Are investors starting to understand the story My deep dive on UIPath in my reply to the tweet below 👇"
X Link @LiebermanAustin 2025-10-09T12:26Z 61.1K followers, 5489 engagements

"So OpenAIs path to profitability is to disrupt Only Fans"
X Link @LiebermanAustin 2025-10-15T09:58Z 61.1K followers, XXX engagements

"Everyones hyping neoclouds right now (as Dylan discussed) so they arent a secret anymore + it will be ultra competitive. So Im a fan of scale proven management teams and fortress balance sheets. With that I think Google Amazon and Brookfield Corp are positioned really well and no ones excited about them"
X Link @LiebermanAustin 2025-10-12T22:08Z 61.1K followers, XXX engagements

"Great acquisition for $BN. Wonder if we will see Howard Marks retire soon"
X Link @LiebermanAustin 2025-10-14T10:09Z 61.1K followers, XX engagements

"3 massive beneficiaries from the AI boom that no one is talking about. $BN $BX $DLR Theyre providing the picks and shovels to the AI boom so theyll win no matter what LLM or chips end up winning"
X Link @LiebermanAustin 2025-10-02T02:13Z 61.1K followers, 26.4K engagements

"Everyone is posting about $ORCL losing $100m on GPUs. No one is posting about how $GOOGL - who everyone said was dying because search no longer mattered is the best company to capitalize on the AI Boom because they have tremendous cash flowing businesses that they can leverage to heavily invest in AI. Theyre going use the Bezos playbook your CAPEX requirements and lack of runway is my opportunity"
X Link @LiebermanAustin 2025-10-07T15:55Z 61.1K followers, 9092 engagements

"Ive been a big time $RKLB bull but its dangerous to think 10xing revenue and still trading at a P/S of XX XX years from now is guaranteed"
X Link @LiebermanAustin 2025-10-11T12:31Z 61K followers, 3285 engagements

"I firmly believe $GOOGL is going to own the next decade. Massive user base across apps more data than anyone else and the strongest balance sheet in the world. AI race is theirs to lose"
X Link @LiebermanAustin 2025-10-11T13:20Z 61.1K followers, 318.9K engagements

"@nahuakang What am I misunderstanding"
X Link @LiebermanAustin 2025-10-14T13:27Z 61.1K followers, XX engagements

"Kind of crazy that that outperformance of the most shorted stocks aligns almost exactly with the rise in popularity of Robinhood $HOOD. Fad or will it continue"
X Link @LiebermanAustin 2025-10-14T21:06Z 61.1K followers, 2601 engagements

"IREN is trading at about a XX% discount to its neocloud peer group Cantor Fitzgerald raised their $IREN price target to $XXX from $XX yesterday even though the stock is already up over XXX% this year"
X Link @LiebermanAustin 2025-10-15T09:33Z 61.1K followers, 3338 engagements

"Im bullish on $PATH but before you invest study it and consider the risks. Full deep dive:"
X Link @LiebermanAustin 2025-10-09T18:41Z 61.1K followers, 10.2K engagements

"Why I Just Bought the AI Bubble Bottom line is I think its an AI Boom not an AI Bubble. A lot of people are comparing this to the .com bubble which was clearly a bubble in hindsight. While I do agree that there are some excessively valued individual stocks (there always are) this is NOT the same as the .com bubble for several reasons. Capital Expenditure (CapEx) Funding from Cash Flow A central difference between the current AI build-out and the Dot-com Bubble is the source of funding for physical infrastructure. In the late 1990s the frenzy was largely characterized by debt-fueled"
X Link @LiebermanAustin 2025-10-07T16:53Z 61K followers, 6237 engagements

"@Stan_Fr31 Im bullish on $RKLB but just sold most of my shares because I think its priced for perfection. What makes you so confident theyll have $15B in revenue and still trade at 25x sales XX years from now"
X Link @LiebermanAustin 2025-10-11T12:29Z 61K followers, 1224 engagements

"Im spending a lot of time learning about $NBIS $CRWV $IREN and other AI neocloud/infrastructure plays and heres the bottom line. If hypergrowth continues for 3-5 years they are CHEAP If growth slows they are super expensive Heres whats annoying Everyone is talking in absolutes. Theyre either CERTAIN they are generational buying opportunities right now or theyre CERTAIN that theyre in a massive bubble. One of those extremes might be right. But its more likely that were somewhere in the middle. Everything Ive read leads me to believe that were in the beginning stages of a decade+ AI"
X Link @LiebermanAustin 2025-10-04T11:06Z 61.1K followers, 59.3K engagements

"@DividendTalks Whoa havent looked at $COST lately but its one of the best businesses ever. Whys it down so much"
X Link @LiebermanAustin 2025-10-12T18:08Z 61K followers, 3202 engagements

"$IREN is offering $875m in convertible notes which carry a risk of future share dilution. Stock is down X% but Im a big fan of this offering. Heres why: Management is using capped call transactions to manage dilution risk up to a cap price which is a major positive for current shareholders. Short-term pain to position themselves for long-term success"
X Link @LiebermanAustin 2025-10-07T21:45Z 61.1K followers, 6378 engagements

"If I had to boil my $BN thesis down to X sentences this is it:"
X Link @LiebermanAustin 2025-10-11T18:20Z 61.1K followers, 8437 engagements

"None of this is guaranteed. Nothing in the market ever is. But by using a combination of historical data + future estimates we can gauge expectations and understand what needs to happen for a stock to out perform in the future. $MELI offers a rare combination of strong past performance (for over a decade) strong expected growth and a very reasonable valuation. This is the kind of opportunity I like in a market that feels very hyped and frothy in other sectors"
X Link @LiebermanAustin 2025-10-03T10:30Z 61K followers, 2082 engagements

"Ive tweeted and written about $PATH to my subscribers but I want to be clear. My thesis is based on the fundamentals (stock is cheap) and managements strategic decision do pivot the company from RPA to Agentic Automation. I think management is playing the long game and the platform theyve built over the last X years gives them an advantage"
X Link @LiebermanAustin 2025-10-09T18:22Z 61.1K followers, 4194 engagements

"$PATH is going all in on Agentic Automation which youre going to start hearing a lot more about. Trades at 4x next year revenue and a P/E under XX. Management is making a big bet and if theyre right the stock is incredibly cheap"
X Link @LiebermanAustin 2025-10-08T15:18Z 61.1K followers, 31.5K engagements

"3 reasons Idaho Strategic Resources $IDR is my top Rare Earth Element (REE) investment - CEO owns X% of the company - 20+ year track record of beating the market - Production backed exploration They plow cash flow into discovery and exploration to fund future growth"
X Link @LiebermanAustin 2025-10-14T10:43Z 61.1K followers, 2509 engagements

"If you want my free weekly updates covering under-followed small cap stocks subscribe to my XXX% free newsletter. I only send ONE email per week because long-term investing doesnt need to be complicated"
X Link @LiebermanAustin 2025-10-12T12:00Z 61.1K followers, 1643 engagements

"Super pumped Robinhood has prediction markets now. Now I can lose money in stocks crypto and gambling all in the same app"
X Link @LiebermanAustin 2025-10-12T01:26Z 61.1K followers, 7085 engagements

"Im long $PATH but Dangerous thinking and not how markets actually work"
X Link @LiebermanAustin 2025-10-10T13:40Z 61K followers, 2696 engagements

"$SHOP lost XX% of its value after the 2022 crash and is finally back to all-time-highs. Now its up 50x since 2017. Amazing business insane volatility. This is why you dont go all in on any stock. No chance youd hold that if the position is too large"
X Link @LiebermanAustin 2025-10-06T20:29Z 61.1K followers, 4098 engagements

"Peter Lynch was the best performing Mutual Fund manager in the world from 1977 to 1990 averaging annual returns of XX% The most impressive thing about him He retired in his prime at the age of XX to spend more time with his daughters because his dad died when he was 46"
X Link @LiebermanAustin 2025-10-07T23:55Z 61.1K followers, 5397 engagements

"One thing I really appreciate about the $IREN Co-CEOs is that they arent cheerleaders trying to pump the stock higher. When you listen to them during interviews and earnings calls it almost seems like theyre trying to temper expectations"
X Link @LiebermanAustin 2025-10-13T12:11Z 61.1K followers, 3353 engagements

"A lot of investors are looking for the next Amazon. My bet is that Amazon is the next Amazon. Kind of crazy that a $XXX trillion company is as misunderstood and undervalued as Amazon is"
X Link @LiebermanAustin 2025-10-13T23:51Z 61.1K followers, 12.9K engagements

"@ForestViewCap For sure. Bullish on $AMZN too. Just think Microsoft and apple are overvalued compared to Google and Amazon"
X Link @LiebermanAustin 2025-10-11T13:27Z 61.1K followers, 2536 engagements

"@chris_rempel @Yan_Chota I own $IREN as well but its much riskier. Also potential for more reward"
X Link @LiebermanAustin 2025-10-12T08:02Z 61.1K followers, XXX engagements

"Serious question why cant AI make a crypto currency that disrupts and displaces Bitcoin"
X Link @LiebermanAustin 2025-10-12T22:38Z 61.1K followers, 8624 engagements

"@lennysan @MelanieCanva Why didnt Adobe stop them before they became a threat"
X Link @LiebermanAustin 2025-10-14T00:25Z 61.1K followers, XXX engagements

"$PATH might be one of the most under appreciated AI beneficiaries in the market Profitable and expected to grow EPS 20%+ next year Trading at under 4x forward EV/R and P/E of 18"
X Link @LiebermanAustin 2025-10-06T18:42Z 61.1K followers, 8368 engagements

"$IDR starting to get more popular Cost basis $XXXXX Up XXX% and trimmed as the position got a bit large. Continuing to hold the rest"
X Link @LiebermanAustin 2025-10-06T19:37Z 61.1K followers, 5735 engagements

"I really want to be bullish on $OPEN but I just cant get there. Im cheering for anyone who owns the stock. Im also a fan of @APompliano @rabois and @CanadaKaz from his time at $SHOP. I was bullish (and owned) Shopify in 2017 when it was a $4.5B market cap. Here are my issues: X. The offers Open Door is giving to people to buy their homes are horrible maybe even predatory. I own two homes in different states and the experience was terrible. I didnt actually get an offer sent from Open Door. Instead random agents reached out to me that are apparently partnered with Open Door and essentially its"
X Link @LiebermanAustin 2025-10-09T16:43Z 61.1K followers, 7630 engagements

"AI FACTORIES ARE THE NEXT MAJOR ASSET CLASS Problem is building them costs billions of dollars and stocks like $IREN are already up 500%+ My biggest bet to take advantage of the massive opportunity Brookfield Corporation: $BN"
X Link @LiebermanAustin 2025-10-11T15:54Z 61.1K followers, 59.6K engagements

"JUST IN: $PATH platform for Agentic Automation and Orchestration named one of TIMEs Best Inventions of 2025:"
X Link @LiebermanAustin 2025-10-11T22:43Z 61.1K followers, 12.8K engagements

"@edodreaming Why"
X Link @LiebermanAustin 2025-10-12T17:39Z 61K followers, 2022 engagements

"$NVDA is the best stock of our generation but from 2009 - 2015 it was dead money. The stock price went nowhere while free cash flow increased 91%. What stocks today offer the same setup Ill start with two: $AMZN and $MELI"
X Link @LiebermanAustin 2025-10-12T15:28Z 61.1K followers, 7003 engagements

"CNX Resources $CNX is executing one of the most aggressive share buyback plans ever and no one is talking about it. Theyve retired XX% of shares in Q3 2020 and they still have X years left of their buyback plan"
X Link @LiebermanAustin 2025-10-12T00:19Z 61.1K followers, 6475 engagements

"Wouldnt be surprised if $GOOGL dominates 2026 - 2036. If they execute well Google could be the largest company in the world"
X Link @LiebermanAustin 2025-09-25T16:10Z 61K followers, 5439 engagements

"YOU NEEED TO HEAR THIS Youre not an investing genius. The market has lifted all boats and investing is not this easy. If youre sitting on life changing gains theres nothing wrong with selling to lock some in. I am XXX% certain there will be a XX% market wide pullback and some of the top stocks today will crash 80%+. I dont know when but this is how the market works. Im not saying sell everything but if youre sitting on life changing gains and you lose them you might never forgive yourself. Im going to keep investing but I only have money invested that I wont need for 5+ years and Im not using"
X Link @LiebermanAustin 2025-10-09T18:49Z 61K followers, 6315 engagements

"@Nugget_Trades @CanadaKaz Thats the script 😉"
X Link @LiebermanAustin 2025-10-15T10:32Z 61.1K followers, XX engagements

"Three potential winners for back up generators/battery back ups. Need to do more work on them not buying any at this point Generac $GNRC Enphase $ENPH Cummins $CMI"
X Link @LiebermanAustin 2025-10-12T18:37Z 61.1K followers, 12.1K engagements

"$MELI is up 3000% or 31x your money since 2007 and trading near its lowest multiple ever. I will happily keep accumulating shares during this sell off. Rough estimated annual returns through 2027 based on hitting sales estimates and trading at a P/S of 8"
X Link @LiebermanAustin 2025-10-10T16:35Z 61.1K followers, 5197 engagements

"What youre buying when you own $OKLO: $19B market cap // $X revenue For comparison Nextera Energy $NEE $165B market cap // $26B revenue Whats the trade off If youre buying $OKLO now youre buying based on proposed plans and revenue exciting potential growth. But a lot of success is priced in. Doesnt mean it wont be a long term winner but its important to understand the risks"
X Link @LiebermanAustin 2025-10-06T12:17Z 61.1K followers, 5422 engagements

"Why cant a competitor come along with a talented team get funding and build a neo cloud out just as fast as $NBIS and $CRWV did I think the answer is they can but it may not matter because the amount of demand may be high enough to sustain them all. Which is true"
X Link @LiebermanAustin 2025-10-04T13:15Z 61K followers, 3304 engagements

"HOW $NBIS IS GOING TO FUND BILLIONS IN CAPEX: I think theyll sell off most/all of their non-core businesses to fund rapid growth in the most important thing their AI segment. But management could decide to issue shares which would dilute current shareholders (bad) but with the way the stock has appreciated may not be a bad move. Will be interesting to watch how management executes"
X Link @LiebermanAustin 2025-10-06T11:36Z 61K followers, 13.6K engagements

"$MELI gross profit vs share price since 2021. Gross profit up XXX% Share price up XX% I think MercadoLibre is one of the best opportunities in the market over the next 3-5 years"
X Link @LiebermanAustin 2025-10-13T16:35Z 61.1K followers, 12K engagements

"Google built the first LLM and stayed quiet about it as long as they could so they could X. Make it better than anyone elses X. Grow their cash cows to fund future growth. Now the sleeping giant has awakened and they have the best balance sheet in the world to unleash"
X Link @LiebermanAustin 2025-10-14T10:56Z 61.1K followers, 6836 engagements

"$IDR up XX% pre-market because investors realized Rare Earth Elements arerare"
X Link @LiebermanAustin 2025-10-13T12:15Z 61.1K followers, 2780 engagements

"Blackrock $BX CFO when asked about the risk of overbuilding data centers:"
X Link @LiebermanAustin 2025-10-02T12:06Z 61.1K followers, 2554 engagements

"I think $NBIS is going to sell off most/all of their non-core businesses within XX months and I think thats the right call. The neocloud buildout is going to require a ton of capital. Theyll already have to dilute shareholders with stock-based compensation so selling off the non-core businesses will let them raise capital not dilute shareholders and focus XXX% on the once in a generation opportunity of the AI buildout"
X Link @LiebermanAustin 2025-10-04T19:53Z 61.1K followers, 37.1K engagements

"Kind of incredible that $IDR is a sub $1B company and claims to be the largest rare earth elements land holder in the US. Disclosure: long"
X Link @LiebermanAustin 2025-10-11T12:06Z 61.1K followers, 95.4K engagements

"Just sent this to my subscribers (link in my profile). Ive taken the opportunity to sell XX% of our Rocket Lab $RKLB shares. Im a big fan of the company but I simply cant justify its valuation. Its a very capital-intensive business trading at around 60x sales and our investment is up 630%. It has far exceeded my return expectations for the next several years. The only way I can see the stock going higher is based on hype or momentum. I invest based on fundamentals so Im okay with missing out on a little more upside if its driven by hype"
X Link @LiebermanAustin 2025-10-10T20:35Z 61.1K followers, 4454 engagements

"The X AI Stocks I just Bought Yesterday I added IREN Limited $IREN and UI Path $PATH to the portfolio. These stocks are up a lot recently and I fully realize we could see a hefty pull back here. But Im investing for the next 3+ years (hopefully a lot longer) so Im not worried about short-term volatility. I think these two businesses are set up well for long-term success. Heres a full portfolio update and my thoughts on buying $IREN and $PATH"
X Link @LiebermanAustin 2025-10-07T16:59Z 61K followers, 1943 engagements

"@theBTCMiningGuy That makes me lean towards the $GOOGL $AMZN $BN $BX of the world"
X Link @LiebermanAustin 2025-10-04T15:27Z 61.1K followers, 1199 engagements

"@thgstar2 @CKalaleh77112 I own $IREN as well. Just much riskier. And $BN is a legendary compounder that is growing"
X Link @LiebermanAustin 2025-10-12T08:07Z 61.1K followers, XXX engagements