@TheHonestTicker The Honest TickerThe Honest Ticker posts on X about $nbis, $u, if you, ai the most. They currently have [-------] followers and [---] posts still getting attention that total [-------] engagements in the last [--] hours.
Social category influence stocks 75.61% finance 29.27% technology brands 19.51% celebrities 5.69% cryptocurrencies 2.44% countries 1.63% exchanges 1.63% social networks 0.81% travel destinations 0.81%
Social topic influence $nbis #407, $u 10.57%, if you 7.32%, ai 7.32%, $kd #4, company 5.69%, cash flow 4.88%, flow 4.88%, kyndryl #3, math 4.88%
Top accounts mentioned or mentioned by @elonmusk @catturd2 @sawyermerritt @unusualwhales @grok @starlink @acapitallp @kimdotcom @deitaone @cbdoge @zerohedge @joeymannarino @mvcinvesting @maaizkhan @9to5mac @mbrkhrdt @jakebrowatzke @thevaluetrade @pelositracker @alc2022
Top assets mentioned Nebius Group N.V. Class A Ordinary Shares (NBIS) Unity Software Inc. (U) Kyndryl Holdings, Inc. (KD) Spotify Technology (SPOT) Amazon.com, Inc. (AMZN) PayPal Holdings Inc (PYPL) Alphabet Inc Class A (GOOGL) Tenaris S. A. (TS) 2131KOBUSHIDE (21) Novo-Nordisk (NVO) Iris Energy Limited (IREN)
Top posts by engagements in the last [--] hours
"@9to5mac @mbrkhrdt I guess Battery Life is the new One More Thing"
X Link 2026-02-15T13:31Z [---] followers, [----] engagements
"@catturd2 Hunker down and hopefully it blows over fast so you don't lose the Starlink connection"
X Link 2026-02-15T13:38Z [---] followers, [----] engagements
"@elonmusk The precedent this sets is incredibly dangerous. If a Mayor in a Red State used police to block federal agents enforcing gun laws it would be called treason on every news channel tonight. Serious question: Why is "resistance" heroic in one context but "insurrection" in another"
X Link 2026-01-30T16:02Z [--] followers, [----] engagements
"So basically its just this app but without the 5% of us who are actually real We are literally watching the "Dead Internet Theory" become a product feature. If you removed the "Human Observer" tag would you honestly be able to tell the difference between Moltbook and the 'For You' feed https://twitter.com/i/web/status/2017290346544222686 https://twitter.com/i/web/status/2017290346544222686"
X Link 2026-01-30T17:34Z [--] followers, 14K engagements
"@KimDotcom The real question isn't what drugs they had. It's where is the accounting book that matches these prices to specific credit cards"
X Link 2026-01-31T10:47Z [---] followers, [----] engagements
"@unusual_whales Celebrating that [--] in [--] young people can afford a home (mostly due to inheritance) while the other 75% are renting for life is the definition of lowering the bar. Call me when it hits 50%. Until then this is just noise"
X Link 2026-02-02T13:58Z [---] followers, [----] engagements
"@DeItaone We have officially circled back to 19th century marketing"
X Link 2026-02-02T18:53Z [---] followers, [----] engagements
"@elonmusk @grok The era of the "One-Person Pixar" has officially begun"
X Link 2026-02-02T19:18Z [---] followers, [--] engagements
"Unpopular Opinion: $PYPL is a Value Trap at 11x P/E. - Cheap Yes. - Bargain No. When "E" (Earnings) is shrinking (guided down for '26) the P/E isn't compressing it's expanding. You don't pay 11x for negative growth"
X Link 2026-02-03T15:30Z [---] followers, [--] engagements
"$PYPL management just committed capital destruction. Spent $6B buying back stock at $86/share. Then guided for negative growth tanking the value. Shareholders should be furious. They overpaid for their own paper"
X Link 2026-02-03T18:00Z [---] followers, [---] engagements
"@jakebrowatzke To recover from a -70% drawdown you now need a +233% rally just to break even"
X Link 2026-02-03T18:55Z [---] followers, [---] engagements
"@cb_doge Text requires reading. Images just require looking. Engagement is about to vertical"
X Link 2026-02-03T21:15Z [---] followers, [---] engagements
"@TheValueTrade Balance Sheet: A+ Growth: F Management: D Moat: C- Hard Pass"
X Link 2026-02-04T12:53Z [---] followers, [----] engagements
"Most stock analysis focuses on stories. Mine focuses on cash flows moats and mispricing. I just published a deep dive on a misunderstood U.S. infrastructure spin-off trading far below peers not because the business is broken but because the market hasnt finished digesting it. No hype. No predictions. Just fundamentals and risk. 📉 What the market sees: a cyclical spin-off 📈 What I see: orphaned assets + durable cash flow Read it here: 👉 https://thehonestticker.substack.com/p/the-orphan-prince-of-american-infrastructure"
X Link 2026-02-04T14:36Z [---] followers, [---] engagements
"⚠ Don't Catch the Falling Knife $NVO is down big but is it a buy My analysis says NO. Market Share: LOST (51% - 38%) Margins: CRUSHED (84% - 80%) Cash Flow: COLLAPSED (-58%) Cheap can always get cheaper. Stay away until the bleeding stops. 🛑"
X Link 2026-02-04T15:30Z [---] followers, [---] engagements
"@pelositracker The signal is the $100k in $IREN right before earnings (Feb 5)"
X Link 2026-02-04T17:59Z [---] followers, 32K engagements
"@SawyerMerritt Who needs a marketing budget when you have an army of 20th-floor snipers"
X Link 2026-02-04T19:41Z [---] followers, [----] engagements
"@alc2022 See you at the fryer"
X Link 2026-02-04T19:43Z [--] followers, [----] engagements
"@kloss_xyz Welcome back to the world of manual thinking. It's slower here"
X Link 2026-02-05T10:00Z [---] followers, [----] engagements
"@zerohedge Welcome to the era where your social media history is your primary travel document"
X Link 2026-02-05T11:31Z [---] followers, [----] engagements
"@JoeyMannarino Its a PR pivot to cool down the "Minneapolis backlash" while the machinery of removal keeps humming in the background"
X Link 2026-02-05T11:43Z [---] followers, [---] engagements
"@catturd2 "I didn't know" has become the official slogan of the Hamptons"
X Link 2026-02-05T13:42Z [---] followers, [---] engagements
"@mvcinvesting You don't undercut a monopoly by $100/month without expecting a fight"
X Link 2026-02-05T14:40Z [--] followers, [----] engagements
"Is GOOG undervalued Look at the sum of the parts: - Google Cloud: $70B+ run rate 30% margin - YouTube: $60B+ annual revenue (Ads + Subs) - Waymo: Recently valued at $126B Youre getting a lot for free at these multiples. #SOTP #ValueInvesting $GOOG $GOOGL"
X Link 2026-02-05T15:00Z [---] followers, [--] engagements
"20 million fully autonomous trips reached in December. [------] rides per week. Waymo isn't a science project anymore; it's a $126B transportation company scaling across the US UK and Japan. 🚦 #AutonomousDriving $GOOG $GOOGL"
X Link 2026-02-05T18:00Z [---] followers, [--] engagements
"@SawyerMerritt The April 1st reveal is no longer just a meme; the USPTO receipts make it real"
X Link 2026-02-05T20:19Z [---] followers, [---] engagements
"@Starlink Connectivity is only half the battle; localized financial inclusion is how you actually scale"
X Link 2026-02-05T20:45Z [---] followers, [---] engagements
""A company that can't go bankrupt can't go to zero." - Peter Lynch. Amazon's Liquid Firepower: - Cash & Marketable Securities: $123B - Long-Term Debt: $65.6B - Balance sheet status: IMPRENABLE. Even with a $200B spend the foundation is granite. $AMZN"
X Link 2026-02-06T15:00Z [---] followers, [---] engagements
"@mvcinvesting If VEVYE is already doing 58% of Miebo's volume now what happens in June when Harrow has doubled its territories to 100"
X Link 2026-02-06T19:23Z [---] followers, [---] engagements
"@catturd2 DEI isnt just on its deathbed the legal machinery that kept it on life support was just unplugged"
X Link 2026-02-06T19:57Z [--] followers, [---] engagements
"Amazon has landed [---] million Trainium2 chips. They power the worlds largest AI cluster (Project Rainier). Anthropic is using it to train Claude. If you think NVIDIA is the only way to play AI you aren't reading the forensic data. $AMZN"
X Link 2026-02-06T20:00Z [--] followers, [---] engagements
"Amazon is a tale of two companies: [--]. The physical retail titan that cant be displaced. [--]. The AI infrastructure foundry spending $200B to own the future. Stay for the retail bet on the cloud watch the cash burn. 🧱🚀 $AMZN"
X Link 2026-02-06T21:00Z [---] followers, [---] engagements
"@catturd2 Its easy to be devastated by the deportation of criminals when you live behind a triple-redundant security gate in Hollywood Hills"
X Link 2026-02-08T21:31Z [---] followers, [--] engagements
"@piersmorgan King Charles has already evicted him from Royal Lodge but the police now have a paper trail that warrants more than just a change of address"
X Link 2026-02-09T10:11Z [---] followers, [----] engagements
"@BasilTheGreat If asking "Why" is now a recorded incident the school isn't fostering "British Values" it's fostering silence"
X Link 2026-02-09T10:16Z [---] followers, 22.9K engagements
"Kyndryl $KD is trading at $10. The market is pricing it at 1.6x EBITDA. In [--] years of stock analysis Ive rarely seen a non bankrupt company this cheap. Is this a generational "Fat Pitch" or a classic Value Trap"
X Link 2026-02-09T16:30Z [---] followers, [---] engagements
"It looks too good because the market is pricing in a house fire that the balance sheet doesn't yet support. Youre getting a 15% FCF yield but youre also getting an interim CFO interim Counsel and interim Controller all at once. Im waiting for the "innocence trigger" an official 10-Q filing with no restatements. https://twitter.com/i/web/status/2020902511373152687 https://twitter.com/i/web/status/2020902511373152687"
X Link 2026-02-09T16:47Z [---] followers, [---] engagements
"Kyndryl $KD currently has an interim CFO an interim General Counsel and an interim Corporate Controller. Oh and the 10-Q filing is delayed. What is management hiding 🔍"
X Link 2026-02-09T18:00Z [---] followers, [---] engagements
"Kyndryl Consult is the secret weapon. 🗡 +24% growth this quarter. Its now 25% of total revenue. This isnt your grandfathers mainframe business anymore its a high margin advisory pivot in real-time. #DigitalTransformation $KD"
X Link 2026-02-09T19:30Z [---] followers, [---] engagements
"@cb_doge @elonmusk We can't solve every terrestrial problem before we start reaching for the next milestone. Turning the Moon into an interplanetary sandbox gives this generation a reason to look up instead of just looking at their feet"
X Link 2026-02-09T21:04Z [---] followers, [---] engagements
"@ACapitalLP @grok Net Debt Per Share = $1.752B: 235M $7.46 While $7.46 in net debt per share on a $10 stock looks heavy the Net Leverage Ratio is a low 0.7x TTM Adjusted EBITDA. With $4.5B in total available liquidity the insolvency risk is mathematically low"
X Link 2026-02-10T09:41Z [---] followers, [---] engagements
"@MaaizKhan @ACapitalLP @grok Cash: $1.35B cash:235M shares = $5.74/share in cash. Math: $10 price-$5.74 cash = $4.26 for the actual business operations"
X Link 2026-02-10T13:12Z [---] followers, [--] engagements
"Don't get blinded by GAAP Net Income. Look at the Free Cash Flow (FCF). Spotify just closed [----] with [---] Billion in LTM FCF. At a $85B market cap thats a 3.4% FCF yield for a company growing earnings at 61%. Real money doesn't lie. $SPOT"
X Link 2026-02-10T15:08Z [---] followers, [--] engagements
"Why is $SPOT surging The "Spread". [----] Revenue: +10% [----] Operating Income: +61% This is the moment where fixed costs stay flat while every new subscriber is pure profit. The engine is finally primed"
X Link 2026-02-10T15:33Z [---] followers, [--] engagements
"@SawyerMerritt @Starlink With the SpaceX-xAI merger now complete we're likely watching the birth of the first truly decentralized space based global campus"
X Link 2026-02-10T15:35Z [---] followers, [---] engagements
"The $SPOT moat isn't the songs it's the Metadata. [--] years of your skips likes and "Discover Weekly" habits. Apple can buy the catalog but they can't buy your musical soul. High switching costs = Low churn. $SPOT"
X Link 2026-02-10T17:17Z [---] followers, [---] engagements
"@DudeWhoInvests Americans would rather pay for a digital vibe than a digital assistant. The future of media isn't newsworthy it's relational"
X Link 2026-02-10T18:11Z [---] followers, [--] engagements
"@unusual_whales Retail options gambling was the warmup act this summer the market is inviting everyone to trade the gap with 10x leverage while the rest of the world is asleep"
X Link 2026-02-10T19:14Z [---] followers, [---] engagements
"@elonmusk Following the X TV app launch Musk is making sure that creator content isn't buried under text-based threads. Filtering a profile by "Most Liked Videos" effectively turns any creator's page into a curated YouTube-style channel instantly"
X Link 2026-02-10T19:24Z [---] followers, [---] engagements
"Management spent $433 Million repurchasing shares in Q4 alone. They aren't just telling you the stock is cheap at these levels they are betting their own cash on it. Follow the money. $SPOT"
X Link 2026-02-10T20:24Z [---] followers, [--] engagements
"Since [----] $U share count went from 376M to 433M. Thats 15% dilution. While you waited for the Metaverse your ownership stake melted by 15% just to keep the lights on. #SaaS #Dilution"
X Link 2026-02-11T15:00Z [---] followers, [---] engagements
"$U claims $404M Free Cash Flow. $385M of that was Stock Based Comp. Actual cash generated for shareholders $19M. On a $9.5B market cap. Yield: 0.2%. Treasury Bills pay 4.5%. Do the math"
X Link 2026-02-11T15:30Z [---] followers, [---] engagements
"Unity has a moat on the Engine (Create). It has NO moat on Ads (Grow). The problem Ads make 67% of the revenue. The fortress has a front door made of steel and a back door made of paper. 🏰 $U $APP"
X Link 2026-02-11T16:00Z [---] followers, [---] engagements
"Founders David Helgason and Tomer Bar-Zeev just resigned from the Board. When the guys who built the house sell the keys and leave. maybe you shouldn't be buying the furniture. 🚪 $U #InsiderTrading"
X Link 2026-02-11T16:30Z [---] followers, [---] engagements
"Long $U Only above $29. Short $U Target $15. The Risk/Reward at $20 favors the bears. Trade what you see not what you feel. 🐻 $U"
X Link 2026-02-11T17:00Z [---] followers, [---] engagements
"Blue Pill 🔵: Believe the "Metaverse" hype and hold $U to $100. Red Pill 🔴: Read the 10-K see the -26% Operating Margin and protect your capital. I took the Red Pill. 🕶 $U"
X Link 2026-02-11T17:30Z [---] followers, [---] engagements
"Is Stock-Based Compensation (SBC) real expense Unity says No (Non-GAAP). Warren Buffett says Yes. Who do you trust 🧐 $U #Finance"
X Link 2026-02-11T18:00Z [---] followers, [---] engagements
"New CEO Matt Bromberg is a mercenary. Hes here to clean up the mess not dream of VR headsets. This is good for the business but painful for the stock price. The "Dream Premium" is being priced out. 📉 $U"
X Link 2026-02-11T18:30Z [---] followers, [---] engagements
"My analyst rule: Every stock is a scam until the cash flow proves otherwise. $U is still on trial. Verdict: Mistrial. Come back when you have GAAP profits. ⚖ #Investing #Skepticism"
X Link 2026-02-11T19:00Z [---] followers, [---] engagements
"$U has a nasty habit of filling gaps to the downside. With the recent earnings wobble the path of least resistance is lower. Bears are in control below $23. 📉"
X Link 2026-02-11T19:30Z [---] followers, [---] engagements
"Tenaris ($TS) looks boring and thats exactly why I dug in. Heres the punchline from my deep dive: - Cash fortress (net cash low debt) - Shareholder returns (dividend + buybacks can do real work) But its a cyclical cheap can be a trap if earnings are rolling over. The game is entry price + patience not hype. I wrote the full breakdown (moat balance sheet cycle risks what would change my mind) on Substack. 👉 Read it here: Not financial advice just research + opinion. https://thehonestticker.substack.com/p/tenaris-the-boring-pipe-giant-with"
X Link 2026-02-11T23:03Z [---] followers, [---] engagements
"@KobeissiLetter The market isn't crashing its just realizing that "Higher for Longer" is the only play Jerome Powell has left before his term ends in May"
X Link 2026-02-12T16:21Z [---] followers, [----] engagements
"@DeItaone While Gold's -3.5% drop was a "correction" Silver's -9% collapse to $76.13 is a full-blown liquidation event"
X Link 2026-02-12T16:30Z [---] followers, [---] engagements
"$NBIS spent $2.1 BILLION on hardware in Q4. That is not a typo. They are buying NVIDIA Blackwell systems faster than anyone in Europe. This is a high stakes poker game. If demand slows they own a lot of depreciating metal"
X Link 2026-02-12T17:30Z [---] followers, [---] engagements
"@SawyerMerritt @Starlink You can shut down the cell towers but you can't arrest a satellite constellation"
X Link 2026-02-12T17:42Z [---] followers, [---] engagements
"Arkady Volozh ( $NBIS CEO) is in full "Founder Mode." He controls the voting shares. He has "skin in the game." He is betting his entire legacy on this pivot. When a founder has his back against the wall and $3.7B in the bank I pay attention.👑"
X Link 2026-02-12T18:30Z [---] followers, [---] engagements
"In a Gold Rush sell shovels. In an AI Rush rent the shovel factory. $NBIS is the factory. They don't care which AI model wins. They get paid regardless. The ultimate "neutral" bet on the AI boom. ⛏"
X Link 2026-02-12T19:00Z [---] followers, [---] engagements
"@LangmanVince Imagine having a seat at the Munich Security Conference and using it to vent your 10-year-old election grievances"
X Link 2026-02-15T18:36Z [---] followers, [----] engagements
"Kyndryl is the master plumber for the world's biggest banks. They are late on their taxes and their head plumber just quit so everyone is selling their shares of the plumbing company. But the pipes are still working and the banks still have to pay them. 🪠 #FinancialLiteracy $KD"
X Link 2026-02-09T21:00Z [---] followers, [----] engagements
"@Quartr_App @satyanadella @Giuliano_Mana @Investeraren @HerrKamrer @ValueInvestorAc @elvermo @BrandonVanZee @danielnewmanUV @VLequertier @Stock_Bonvivant The PEG Ratio Test. Price/Earnings: 34x. Growth Rate: 17%. PEG Ratio: [---]. Rule of thumb: [---] = Buy. [---] = Sell. Microsoft is mathematically expensive"
X Link 2026-01-29T13:28Z [---] followers, [----] engagements
"Stop looking at Unity's Adjusted EBITDA. In the real world (GAAP) $U lost $436M last year. "Adjusted" just means "Earnings before we count the massive amount of stock we gave our employees to stay here." Real profits matter. $U"
X Link 2026-02-02T16:00Z [---] followers, [---] engagements
"@jimcramer From [----] to [-----] took [--] years. From [-----] to [-----] took just [--] months. 🤯"
X Link 2026-02-06T19:28Z [---] followers, [----] engagements
"@KimDotcom You cannot demand "safety for Jews worldwide" while the world watches [------] kids pay the price for the strategy"
X Link 2026-02-07T22:50Z [---] followers, [----] engagements
"@unusual_whales Carney isn't saying China is "better" he's saying they are "steadier." In [----] being an ally of the U.S. is starting to feel like a full-time risk-management job"
X Link 2026-02-07T23:03Z [---] followers, [----] engagements
"@zerohedge "With gratitude Will" is going to be the epitaph for the [----] media landscape"
X Link 2026-02-07T23:11Z [---] followers, [----] engagements
"@JoeyMannarino You cant fix 65% food inflation with city-run grocery stores if you can't even get the snow shovels to the sidewalk"
X Link 2026-02-09T17:01Z [---] followers, [----] engagements
"@MarioNawfal The DOJ dump didn't just name Bannon it recorded him telling Epstein how to lie to the world"
X Link 2026-02-09T17:12Z [---] followers, [----] engagements
"Youre buying $KD at $10. Cash per share is $5.70. You are essentially paying $4.30 for the worlds largest IT infrastructure provider. 🌍 The catch A guilty verdict on governance"
X Link 2026-02-09T17:30Z [---] followers, [----] engagements
"@PolitlcsUK Streeting is terrified of a "sea of Palestinian flags" at Conference because he knows he's one ward away from the backbenches"
X Link 2026-02-09T18:29Z [---] followers, 19.6K engagements
"Management spent $349M retiring 5% of shares at an average price of $31. Now the stock is $10. That is $240M+ in destroyed capital just before a 20% guidance cut. 📉 Is this a lack of foresight or a signal of ultimate conviction $KD"
X Link 2026-02-09T18:30Z [---] followers, [---] engagements
"While the headlines scream "Governance Crisis" the "3A" engine is actually humming. $KD has delivered $1.9B+ in annualized profit remediation through Alliances Advanced Delivery and Accounts. The efficiency is there its just being masked by macro fog"
X Link 2026-02-09T19:00Z [---] followers, [---] engagements
"Apple Intelligence was supposed to be the "Siri Fix" but it looks like we're just getting a more expensive way to set a [--] minute timer. NEW: Apples long-planned upgrade to the Siri virtual assistant has run into snags during testing in recent weeks potentially pushing back the release of several highly anticipated functions to at least iOS [----] and iOS [--]. https://t.co/Nke3FJPaX8 NEW: Apples long-planned upgrade to the Siri virtual assistant has run into snags during testing in recent weeks potentially pushing back the release of several highly anticipated functions to at least iOS [----] and"
X Link 2026-02-11T20:45Z [---] followers, [---] engagements
"Stop looking for the "Next NVIDIA." It doesn't exist. Start looking for the company buying all of NVIDIA's chips. $NBIS just reported 547% revenue growth and holds $3.7B in cash"
X Link 2026-02-12T16:00Z [---] followers, [---] engagements
"In [----] chips are easy to buy. Power is impossible to find. $NBIS just locked in [--] Gigawatts of power capacity. That is more valuable than the H100s themselves. If you are investing in AI infra without checking the power contracts you are flying blind. ⚡"
X Link 2026-02-12T16:30Z [---] followers, [---] engagements
"Is $NBIS expensive at 14x ARR Maybe. Is it expensive at 2x Forward Sales Absolutely not. They just guided for $7B-$9B in revenue next year. If they hit that this stock is mispriced by 50%+"
X Link 2026-02-12T17:00Z [---] followers, [---] engagements
"@RBR_Daily @alobatof1 "Formula E on steroids" is the most damning insult possible because it implies the driver is no longer the limit the battery state of charge is"
X Link 2026-02-12T17:28Z [---] followers, 67.9K engagements
"$NBIS just dropped a bomb. Current ARR: $1.25B. [----] Guidance: $7B - $9B. That is a 7x jump in one year. Either management is delusional or they have visibility we don't. I think it's the latter"
X Link 2026-02-12T18:00Z [---] followers, [---] engagements
"$NBIS: $3.7B cash. 547% growth. 2GW power. The math is breaking my model. 🤯"
X Link 2026-02-12T19:30Z [---] followers, [---] engagements
"Don't buy $NBIS for the earnings (there aren't any). Buy it for the $9B revenue guidance"
X Link 2026-02-12T20:00Z [---] followers, [---] engagements
"$NBIS is the only pure play AI cloud you can actually buy on the NASDAQ. Scarcity value is real"
X Link 2026-02-12T20:30Z [---] followers, [---] engagements
"$NBIS: High risk absurd reward. Position size accordingly. 🎲"
X Link 2026-02-12T21:00Z [---] followers, [---] engagements
"@cryptorover The math is pretty simple: Supply Shock incoming"
X Link 2026-02-15T13:07Z [---] followers, [--] engagements
"AI hype is loud. Infrastructure is quiet. The money usually follows the quiet part. I write long form stock analysis focused on: cash flow stories durability excitement risk narratives Latest: Rambus a debt-free toll booth inside AI infrastructure. $RMBS https://thehonestticker.substack.com/p/rambus-the-quiet-tool-booth-on-the https://thehonestticker.substack.com/p/rambus-the-quiet-tool-booth-on-the"
X Link 2026-02-09T12:29Z [---] followers, [---] engagements
"Did you know Kyndryl is [--] of only [--] "critical third-party providers" designated by the EUs DORA This is a massive regulatory moat. If you are a giant European bank you literally cannot function without them. That is the definition of sticky. $KD"
X Link 2026-02-09T20:00Z [---] followers, [----] engagements
"@elonmusk Truth is a vector not a vote"
X Link 2026-02-15T13:52Z [---] followers, [---] engagements
"Kyndryl $KD has $4.5B in total liquidity. Their short term debt is only $805M. Peter Lynchs Rule #1: A company that can't go bankrupt can't go to zero. Why is the market pricing it like it's going to zero 🧐 #KD #ValueInvesting"
X Link 2026-02-09T17:00Z [---] followers, [----] engagements
"@notch We wanted Skynet we got a lecture on inclusivity from a chatbot that can't do math"
X Link 2026-02-15T13:00Z [---] followers, [---] engagements
"@TouchlineX AC Milan: The premier retirement home for the world's greatest midfielders"
X Link 2026-02-15T13:35Z [---] followers, [----] engagements
"If you wait to "invest what's left" at the end of the month youll find that nothing is ever left. Flip the equation: ❌ Earn Spend Save ✅ Earn Invest 20% Spend the rest Create artificial scarcity in your checking account. Its the only way to force the habit"
X Link 2026-02-15T16:30Z [---] followers, [--] engagements
"@NBA +10000 Aura Points"
X Link 2026-02-15T21:01Z [---] followers, [----] engagements
"@NoLimitGains The US labor market is starting to look like Enron with better PR"
X Link 2026-02-15T21:03Z [---] followers, [----] engagements
"If you wait to "invest what's left" at the end of the month youll find that nothing is ever left. Flip the equation: ❌ Earn Spend Save ✅ Earn Invest 20% Spend the rest Create artificial scarcity in your checking account. Its the only way to force the habit"
X Link 2026-02-15T16:30Z [---] followers, [--] engagements
"The highest ROI doesn't come from the S&P [---]. It comes from "Cognitive Calibration". If you can't control your own psychology you will mistake luck for leverage. True edge isn't finding a better ticker it's removing your own information asymmetry"
X Link 2026-02-15T15:00Z [---] followers, [--] engagements
"Financial anxiety is usually just input overload. You don't need to earn more right this second. You need to look at less. Fewer comparisons = Fewer desires = Calm spending"
X Link 2026-02-15T14:15Z [---] followers, [--] engagements
"Gen Z has Adderall we had the NFS Most Wanted pause menu music 😁 Bro: How r u so focused even under pressure Meanwhile me in 2006: https://t.co/DGqAOZiOZr Bro: How r u so focused even under pressure Meanwhile me in 2006: https://t.co/DGqAOZiOZr"
X Link 2026-02-15T13:09Z [---] followers, [---] engagements
"Bro: How r u so focused even under pressure Meanwhile me in 2006:"
X Link 2026-02-15T06:40Z 111.3K followers, 1.4M engagements
"$NBIS: High risk absurd reward. Position size accordingly. 🎲"
X Link 2026-02-12T21:00Z [---] followers, [---] engagements
"$NBIS is the only pure play AI cloud you can actually buy on the NASDAQ. Scarcity value is real"
X Link 2026-02-12T20:30Z [---] followers, [---] engagements
"Don't buy $NBIS for the earnings (there aren't any). Buy it for the $9B revenue guidance"
X Link 2026-02-12T20:00Z [---] followers, [---] engagements
"$NBIS: $3.7B cash. 547% growth. 2GW power. The math is breaking my model. 🤯"
X Link 2026-02-12T19:30Z [---] followers, [---] engagements
"In a Gold Rush sell shovels. In an AI Rush rent the shovel factory. $NBIS is the factory. They don't care which AI model wins. They get paid regardless. The ultimate "neutral" bet on the AI boom. ⛏"
X Link 2026-02-12T19:00Z [---] followers, [---] engagements
"Arkady Volozh ( $NBIS CEO) is in full "Founder Mode." He controls the voting shares. He has "skin in the game." He is betting his entire legacy on this pivot. When a founder has his back against the wall and $3.7B in the bank I pay attention.👑"
X Link 2026-02-12T18:30Z [---] followers, [---] engagements
"$NBIS just dropped a bomb. Current ARR: $1.25B. [----] Guidance: $7B - $9B. That is a 7x jump in one year. Either management is delusional or they have visibility we don't. I think it's the latter"
X Link 2026-02-12T18:00Z [---] followers, [---] engagements
"$NBIS spent $2.1 BILLION on hardware in Q4. That is not a typo. They are buying NVIDIA Blackwell systems faster than anyone in Europe. This is a high stakes poker game. If demand slows they own a lot of depreciating metal"
X Link 2026-02-12T17:30Z [---] followers, [---] engagements
"Is $NBIS expensive at 14x ARR Maybe. Is it expensive at 2x Forward Sales Absolutely not. They just guided for $7B-$9B in revenue next year. If they hit that this stock is mispriced by 50%+"
X Link 2026-02-12T17:00Z [---] followers, [---] engagements
"In [----] chips are easy to buy. Power is impossible to find. $NBIS just locked in [--] Gigawatts of power capacity. That is more valuable than the H100s themselves. If you are investing in AI infra without checking the power contracts you are flying blind. ⚡"
X Link 2026-02-12T16:30Z [---] followers, [---] engagements
"Stop looking for the "Next NVIDIA." It doesn't exist. Start looking for the company buying all of NVIDIA's chips. $NBIS just reported 547% revenue growth and holds $3.7B in cash"
X Link 2026-02-12T16:00Z [---] followers, [---] engagements
"Tenaris ($TS) looks boring and thats exactly why I dug in. Heres the punchline from my deep dive: - Cash fortress (net cash low debt) - Shareholder returns (dividend + buybacks can do real work) But its a cyclical cheap can be a trap if earnings are rolling over. The game is entry price + patience not hype. I wrote the full breakdown (moat balance sheet cycle risks what would change my mind) on Substack. 👉 Read it here: Not financial advice just research + opinion. https://thehonestticker.substack.com/p/tenaris-the-boring-pipe-giant-with"
X Link 2026-02-11T23:03Z [---] followers, [---] engagements
"Apple Intelligence was supposed to be the "Siri Fix" but it looks like we're just getting a more expensive way to set a [--] minute timer. NEW: Apples long-planned upgrade to the Siri virtual assistant has run into snags during testing in recent weeks potentially pushing back the release of several highly anticipated functions to at least iOS [----] and iOS [--]. https://t.co/Nke3FJPaX8 NEW: Apples long-planned upgrade to the Siri virtual assistant has run into snags during testing in recent weeks potentially pushing back the release of several highly anticipated functions to at least iOS [----] and"
X Link 2026-02-11T20:45Z [---] followers, [---] engagements
"NEW: Apples long-planned upgrade to the Siri virtual assistant has run into snags during testing in recent weeks potentially pushing back the release of several highly anticipated functions to at least iOS [----] and iOS [--]. https://www.bloomberg.com/news/articles/2026-02-11/apple-s-ios-26-4-siri-update-runs-into-snags-in-internal-testing-ios-26-5-27 https://www.bloomberg.com/news/articles/2026-02-11/apple-s-ios-26-4-siri-update-runs-into-snags-in-internal-testing-ios-26-5-27"
X Link 2026-02-11T19:52Z 442.9K followers, 786.3K engagements
"$U has a nasty habit of filling gaps to the downside. With the recent earnings wobble the path of least resistance is lower. Bears are in control below $23. 📉"
X Link 2026-02-11T19:30Z [---] followers, [---] engagements
"My analyst rule: Every stock is a scam until the cash flow proves otherwise. $U is still on trial. Verdict: Mistrial. Come back when you have GAAP profits. ⚖ #Investing #Skepticism"
X Link 2026-02-11T19:00Z [---] followers, [---] engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing