@Tiger_Strat Avatar @Tiger_Strat Flying Tiger Strategies

Flying Tiger Strategies posts on X about $nbis, ai, in the, $iren 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 stocks 27.88% finance 23.08% technology brands 10.58% countries 3.85% travel destinations 1.92% financial services 1.92% cryptocurrencies 1.92% social networks 1.92% currencies 0.96% automotive brands 0.96%

Social topic influence $nbis #126, ai 15.38%, in the 12.5%, $iren 9.62%, conviction 8.65%, this is 5.77%, $onds 5.77%, play 5.77%, iren 5.77%, strong 4.81%

Top accounts mentioned or mentioned by @mvcinvesting @longinvest32 @dividenddudex @gclandesti37321 @paracapital @frameworkwisely @networthnotes @warmonitor3 @spiraloutone @venu7 @thelonginvest @samsolid57 @alc2022 @stocksavvyshay @endicottinvests @ftrinvestors @amitisinvesting @appliedmem777 @teneikaaskyou @wearycenturion

Top assets mentioned Nebius Group N.V. Class A Ordinary Shares (NBIS) Iris Energy Limited (IREN) Ondas Holdings Inc. Common Stock (ONDS) Hims & Hers Health, Inc. (HIMS) Alphabet Inc Class A (GOOGL) AeroVironment, Inc. (AVAV) CRISPR Therapeutics AG (CRSP) Tempus AI, Inc. (TEM) Oscar Health, Inc. (OSCR) Accenture (ACN) nLIGHT, Inc. Common Stock (LASR) Rocket Lab USA, Inc. Common Stock (RKLB) Grab Holdings Limited Class A Ordinary Shares (GRAB) Palantir Technologies Inc. (PLTR) Nokia Corporation (NOK) Oracle Corporation (ORCL)

Top Social Posts

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

"@amitisinvesting By your criteria $nbis is a very strong candidate. There is plenty of DD out there on a case for it being undervalued and so far it's already up 64% ytd. However us longs fully believe that this will be a catylst rich year and the stock reaching 100+ this year is on the table"
X Link 2025-02-20T23:27Z [---] followers, [---] engagements

"@Appliedmem777 @teneikaask_you The average one year salary of a Chinese factory is around [----] dollars average USD per YEAR. Im genuinely curious at how you think capital cost of building new US factories+ higher supply chain cost+ US wages will accomplish what you outlined"
X Link 2025-04-13T23:45Z [---] followers, [----] engagements

"@FrameworkWisely $nbis bros see the vision. Coreweave bros chase the short term party"
X Link 2025-04-30T22:35Z [---] followers, [---] engagements

"@weary_centurion This is a more bullish flag for $OSCR than anything their PR team could have done on their own"
X Link 2025-06-04T22:14Z [---] followers, [---] engagements

"$NBIS is so aggressive and ambitious because they have a excellent leadership team under Arkady. Arkady is a founder in his DNA I don't think he would let go of this company at this stage. (Google never could nail down aquiring Yandex either) Nvidia also sees them as a strategic partner and as NBIS organically grows it only strengthens their ecosystem without them having to directly invest or tie up additional capital or over extend into other segments. I don't see this happening especially when Nvidia can just continue to invest into multiple partners and see what shakes out"
X Link 2025-06-16T18:52Z [---] followers, [---] engagements

"@theAmericanBen @MattWalshBlog How did that work out for Jaguar who ended up firing Accenture song shortly after their rebrand"
X Link 2025-08-21T14:41Z [---] followers, [---] engagements

"I agree with you here. I own both $NBIS and $IREN heavily and have called it out before but the general IREN community is the least bullish thing about company due to how toxic it feels. There was attacks and comparisons to NBIS for literally no reason. It feels like a subset of IREN bulls want to show superiority to every other ticker in this space and it's very try hard"
X Link 2025-08-21T21:40Z [---] followers, [---] engagements

"$NBIS Clickhouse Series D Initial Rough thoughts🫡 Very rough math: Pre series D funding: NBIS 28% stake May valuation of clickhouse: 6.35b Value of NBIS 28% stake: 1.778B Assuming NBIS did not participate in the 400m series D raise: Total updated valuation from Bloomberg: 15B New shares percentage = $400M / $15B = [--------] (or 2.6667%) With dilution of NBIS not participating in the 400M capital raise total NBIS stake goes from 28% to 27.2533%. New NBIS equity in Clickhouse: 27.2533% of $15B = $4.088 billion Value of NBIS 28% stake: 1.778B Value of NBIS equity stake of clickhouse increased"
X Link 2026-01-17T00:03Z [---] followers, [---] engagements

"@ambitious_luis @NetWorthNotes $nbis $iren $onds"
X Link 2026-02-07T00:59Z [---] followers, [---] engagements

"@brian_yovi67275 @KevinCasperWid @L6_Underground It's a running joke in the Lima community right now"
X Link 2026-02-10T16:14Z [---] followers, [--] engagements

"@WarMonitor3 @GClandesti37321 $LASR"
X Link 2026-02-11T15:35Z [---] followers, [---] engagements

"One thing I am chewing over from $NBIS earnings is on depreciation and old GPU demand: NBIS first traunche of Hoppers were H100s available to clients in April [----] while they were still Yandex in the Finland DC. When those were purchased is fuzzy due to lead times/shipment/provisioning/etc. initial orders were most likely placed in 2023/22. Hoppers were first released in [----] and are now two full generations "outdated". If you drill down into the sequencial releases (h100 - h200 b100- b200/300 then r100 -r200) then the initial NBIS H100s is [--] releases "outdated" but in the call today they"
X Link 2026-02-12T20:42Z [---] followers, [---] engagements

"@Tickertalk1 There is so much to be bullish about $ONDS on without throwing out inaccurate or misleading data"
X Link 2026-02-13T17:17Z [---] followers, [---] engagements

"@longinvest32 @Spiralout_one @Para_Capital @Venu_7_ 100% not sure how anyone who actually went through the earnings material even would speculate about an acquisition right now 😂😂"
X Link 2026-02-13T21:35Z [---] followers, [--] engagements

"I know venu we've crossed paths before. And of course it wasn't a merger announcement. There is nothing to announce. if you want to speculate for engagement farming go for it But we can also reply then with our opinions too. That's how it works on X. Would be a terrible place if we couldn't have disagreeing opinions https://twitter.com/i/web/status/2022447029515939887 https://twitter.com/i/web/status/2022447029515939887"
X Link 2026-02-13T23:05Z [---] followers, [--] engagements

"@Venu_7_ @longinvest32 @Spiralout_one @Para_Capital Also- there was no "absolute" statement I made. But have a nice day"
X Link 2026-02-13T23:10Z [---] followers, [--] engagements

"@longinvest32 I love seeing AVride bots and cars in Dallas man. We are definitely just getting started"
X Link 2026-02-14T01:27Z [---] followers, [--] engagements

"@GClandesti37321 @WarMonitor3 We got our answer $AVAV https://www.reuters.com/business/aerospace-defense/aerovironments-locust-counter-drone-laser-used-by-us-army-near-el-paso-airport-2026-02-12/ https://www.reuters.com/business/aerospace-defense/aerovironments-locust-counter-drone-laser-used-by-us-army-near-el-paso-airport-2026-02-12/"
X Link 2026-02-12T15:01Z [---] followers, [---] engagements

"@Para_Capital @crux_capital_ I've been trying to increase my $AVAV as well but the NBIS dip earlier this week was too damn juicy 😭"
X Link 2026-02-14T03:14Z [---] followers, [--] engagements

"$NBIS here is the one pager for updated Citizens and DA Davidson PTs post earnings for those who dont have them yet. [----] is the year we execute 🔥"
X Link 2026-02-13T21:16Z [---] followers, 10.8K engagements

"You know what they say You can't borrow conviction 💪 it's got to be real. Love the dd that you do man It's always solid work I thought it compelling for $AVAV that Bluehalo was the platform tested over the LASR Stryker mounted HEL prototype Makes $AVAV that much more attractive to me. A C-UAS and kenetic threat deterant all in one https://twitter.com/i/web/status/2022570788767805467 https://twitter.com/i/web/status/2022570788767805467"
X Link 2026-02-14T07:17Z [---] followers, [--] engagements

"@GeniusGuyMan @TheLongInvest Just Google Elliot wave theory"
X Link 2025-05-30T23:08Z [---] followers, [---] engagements

"@mvcinvesting My only regret is not having the time to load even more. Awesome work $nbis fam"
X Link 2025-06-05T14:05Z [---] followers, [----] engagements

"@mvcinvesting Which is your favorite $RKLB"
X Link 2025-06-07T20:41Z [---] followers, [----] engagements

"$NBIS- looking good in overnight trading before a very exciting week. Congrats to all of us that were buying the ride down and not just celebrating when the stock moves up. The best accumulation occurs during periods of fear. Great to see the thesis playing out 💪"
X Link 2025-06-09T01:06Z [---] followers, [----] engagements

"$NBIS scaling to the UK by Q42025. Between this and the Singapore news earlier this year I think we are just seeing the hyper growth story getting started. Nebius launches in the UK. We are expanding Britains AI infrastructure with @NVIDIA Blackwell Ultra. The deployment will enhance the UKs national digital infra by enabling British firms from startups to enterprises to build AI using the most advanced compute. 1/4 https://t.co/WfGAcKWBvb Nebius launches in the UK. We are expanding Britains AI infrastructure with @NVIDIA Blackwell Ultra. The deployment will enhance the UKs national digital"
X Link 2025-06-09T11:25Z [---] followers, [---] engagements

"@sdw16264683 Sell You mean buy I bought more today under [--] 😁🍺 LONG $NBIS"
X Link 2025-06-11T00:53Z [---] followers, [---] engagements

"$NBIS- AN EXCITING AVRIDE PARTNERSHIP/PILOT- HEB is the top grocery chain in Texas (where AVRIDE is headquartered) with sales exceeding [--] billion and the chain ranking number one in national surveys multiple years in retailer preference index. HEB is now using AVRIDE robots for select favor deliveries in Austin and testing deliveries. With AVride planning to launch autonomous taxi services in both Austin and Dallas partnering with a dominant grocery chain like HEB which has a strong presence in both metroplexs shows that AVRIDE is scaling strongly in their immediate market across multiple"
X Link 2025-06-14T18:52Z [---] followers, 15.3K engagements

"$NBIS EXCITING AVRIDE PARTNERSHIP/PILOT: https://x.com/Tiger_Strat/status/1933960881143992320t=krryw-dZMaOBorb2Gyz8wA&s=19 $NBIS- AN EXCITING AVRIDE PARTNERSHIP/PILOT- HEB is the top grocery chain in Texas (where AVRIDE is headquartered) with sales exceeding [--] billion and the chain ranking number one in national surveys multiple years in retailer preference index. HEB is now using AVRIDE robots https://t.co/Y4zgY6yBU9 https://x.com/Tiger_Strat/status/1933960881143992320t=krryw-dZMaOBorb2Gyz8wA&s=19 $NBIS- AN EXCITING AVRIDE PARTNERSHIP/PILOT- HEB is the top grocery chain in Texas (where"
X Link 2025-06-14T18:56Z [---] followers, [----] engagements

"@mvcinvesting I posted about this two days ago over the weekend and am proud to say I think my post was the first coverage on X 😂 For non Texans- HEB has won awards for being the highest rated consumer sentiment grocers in the US and they have a very strong and innovative tech team in San Antonio. They are well positioned to expand pilots in other markets like Dallas where AVride is also expanding. https://x.com/Tiger_Strat/status/1933960881143992320t=GN-RtjdgxU9Td8hjMO10XQ&s=19 https://x.com/Tiger_Strat/status/1933960881143992320t=GN-RtjdgxU9Td8hjMO10XQ&s=19"
X Link 2025-06-16T23:05Z [---] followers, [----] engagements

"$NBIS After researching the HEB/AVride pilot I happened to be in Austin on Sunday and stopped by to see the bots in action The Mueller HEB is located in a strategic part of Austin surrounded by multi story mixed residential and commercial real estate and is a trendy part of the city. With a limited radius this is a great pilot location to maximize reach to both the maximum potential users and right demographics @mvcinvesting @samsolid57"
X Link 2025-06-16T23:14Z [---] followers, 20.7K engagements

"@DividendDude_X I like $GRAB too but it's crazy to compare GRAB to $PLTR and $HIMS when it's barely moved over $NBIS which has also gained a lot of traction on fintwit and price movement has been a lot more dynamic"
X Link 2025-06-19T13:46Z [---] followers, [---] engagements

"$NBIS - I wouldn't be surprised if Nebius is part of the consortium that Nokia assembles for Finland's bid as a EU AI gigafactory. A AI gigafactory in Finland is compelling. Massive sources of energy to be tapped. Finland is sitting on a geothermic reserve that has been reported as enough energy for "20 million years" - not even an exaggeration Nebius seems in a good position here with their Finnish center NVIDIA partnership and expertise 👀👀"
X Link 2025-06-21T04:48Z [---] followers, 22.6K engagements

"@Agrippa_Inv would love your take as a SME for $IREN. I like the fundamental thesis and see the asymetrical opportunity especially on a short term horizon. My concern I would love your input on is as follows- Compute demand in the AI economy is not a one dimensional equation- $NBIS and Coreweave have strong partnerships with NVIDIA where both already have GB200 Blackwell capacity available for rent. IREN does not you can only reserve future GB200 capacity with no eta for go live. The Nvidia backlog for GB200s is over a year long and may increase as they prioritize large initiatives like"
X Link 2025-06-22T20:33Z [---] followers, [----] engagements

"Love it. Thanks for the detailed and thoughtful response. That brings a lot of clarity into the colocation dynamics and the scale advantage that the $IREN bull thesis is built off of. Since they don't have any major colocation partnerships finalized yet was curious how it would play into their existing centers. The potential is definitely there if this materializes. Youve given me reason to dig deeper thanks for your expertise and thoughts @MaironCoin you may find this informative as well"
X Link 2025-06-23T02:37Z [---] followers, [---] engagements

"$IREN- initiated a small position under [--] dollars today to start building out a stake. -will deploy capital in multiple lots based on price movement to mitigate the geopolitical risk in the market -this play is synergistic to AI economy plays like $NBIS which remains my largest holding and highest conviction but the AIenergy strategy $IREN is taking has a compelling thesis in its own right -i expect this entire sector especially $IRENs exposure to btcmining to be highly volatile until the geopolitical landscape stabilizes. It's a risk on market. -stay sharp for announcements that may be"
X Link 2025-06-23T17:42Z [---] followers, [----] engagements

"@sentdefender Didn't the US already officially report they evacuated all personnel already in advance"
X Link 2025-06-23T19:35Z [---] followers, [----] engagements

"$NBIS let's see where we end up today 💪"
X Link 2025-06-24T13:34Z [---] followers, [---] engagements

"$ORCL: The Oracle Stargate center in Abilene is only [---] hours away from Childress. Phase [--] will be energized with about 200MW of capacity but they will scale to eventually 1.2GW when all [--] buildings are complete. OpenAI will be a major user of this facility so sounds like Oracle capacity is already accounted for demand wise. Childress capacity could be potentially used as a stop gap as while phase [--] of the Abilene center is operational in H1 [----] the entire project will take several years to complete"
X Link 2025-06-24T17:57Z [---] followers, [---] engagements

"One of the common questions/concerns around $NBIS is the highly intensive Capex spend required to build out AI factories: Here's my take below: 📍Agility- Back when I was building out my initial personal thesis back in February I liked how they had [--] distinct strategies to maximize capex spend depending on the use case or demand. This gives flexibility on Cost- Timing- Capacity. Great for staying flexible while scaling NBIS also designs and builds the infrastructure in the centers instead of using 3rd party racks and equipment reducing cost and designing them to be forward integratable with"
X Link 2025-06-24T19:00Z [---] followers, [----] engagements

"Part of the reason I completely exited $HIMS yesterday to fold into plays I have higher conviction in is exactly this. When a community is so unbelievably bullish that they frame every event as a positive instead of challenging assumptions or being open to risk it feels like the sheep are being led to the slaughter. Hyping up generic gummies as a major catalyst of innovation when I believe it should be assessed more cautiously as just enhanced product offerings also made me uncomfortable. Accounts were hyping "but we just launched gummies" right after the NVO news like it was a equal trade 💀"
X Link 2025-06-25T17:19Z [---] followers, [----] engagements

"@FinalDemon95 $NBIS longs who have been in the trenches all year:"
X Link 2025-06-25T21:23Z [---] followers, [----] engagements

"$IREN identifies areas where there is a high concentration of renewable energy that cannot be fully utilized with current day infrastructure and technology. For example the solar and wind farms in West Texas generate 37GW of renewable energy but only 12GW of power makes it to major load centers due to capacity and technical constraints. (closest is Dallas) That energy is essentially wasted and sometimes renewables even have to be shut down temporarily. IREN is building huge efficient centers with the right infrastructure for energizing and storing massive amounts of energy directly at the"
X Link 2025-06-27T14:43Z [---] followers, [---] engagements

"I'm a $IREN bull but if Horizon [--] is used for AI cloud then their capex expenses to secure that much gpu is going to be off the charts. They are already using all of the money they have for the next few years to finish Sweetwater and Childress. They cannot afford to provision that much capacity without seriously limiting expansion growth or raising a shit ton more debt. That's why management prefers and is gunning for the colocation model. They also don't have partnerships at the level NBIS and Coreweave do who already have Blackwell chips due to the strong relationship. IREN would be"
X Link 2025-07-02T00:03Z [---] followers, [----] engagements

"Nebius + Foundry Great to see Blackwell clusters available with multi region support already $NBIS"
X Link 2025-07-09T16:22Z [---] followers, [----] engagements

"🚨 $NBIS [----] Sustainability Report DROP TODAY 🚨 (Link ) The report validates $NBIS strategy and engineering talent creating competitive advantages that led to lower TCO: ✅key sustainability metrics = business advantages ✅20% lower TCO through infrastructure efficiencies including resilient hardware design and energy efficiency solutions ✅custom-designed servers saved [--] GWh of energy in [----] alone compared to off-the-shelf alternatives. Find the full report on NBIS website: https://nebius.directus.app/assets/d7469dad-cb90-4a96-8354-16b9e24b5e32"
X Link 2025-07-10T16:47Z [---] followers, [----] engagements

"@TheStockBro @mvcinvesting It's okay that you missed the opportunity you'll get them next time bud"
X Link 2025-07-13T19:29Z [---] followers, [---] engagements

"@venuguntupalli7 $NBIS also up 17% today AI infra isn't done yet"
X Link 2025-07-14T20:24Z [---] followers, [---] engagements

"@DividendDude_X Genuinely curious have you beat the SPY this year with your focus on what some people consider value traps"
X Link 2025-07-18T19:18Z [---] followers, [----] engagements

"IS $CRSP TAKING OFF ✅✅✅ +18% today 🚨 Gene editing has shown immense promise in disrupting the way we fundamentally approach healthcare. For longs like myself who saw the vision even years before the first CRISPR treatment for SCD was approved it has been a long and bloody journey. But my conviction has never been shaken and the thesis is starting to play out. Let's dig a little deeper into today's price action. "Board Director Simeon George disclosed in a Securities and Exchange Commission filing that he acquired approximately $51.5 million worth of the company's stock. According to the"
X Link 2025-07-18T20:51Z [---] followers, 46.4K engagements

"@GeneInvesting Blackrock filing a form 13G quietly yesterday shouldn't be slept on either. Increased from 2.5m shares in April to almost 6m. The stars are aligning. Long $CRSP"
X Link 2025-07-18T21:17Z [---] followers, [---] engagements

"@ZaStocks I also got a partial fill but for some reason was given [--] other people's ration of [--] share 🤣"
X Link 2025-08-01T00:12Z [---] followers, [---] engagements

"Time flies My first post on X was $NBIS going into Feb earnings. I created an account after lurking since I wanted to engage with more of the $NBIS family. A lot can change in a few months $NBIS went from a small position in my portfolio to my largest holding due to the strong conviction I have in its long term strategy. I am going into tomorrow with a full allocation and am prepared for volitity in either direction. Let's ride 🍻 #NBIS is not my largest position but I follow it with great interest. There are many factors that even if they can capture a few of them this year could lead to a"
X Link 2025-08-06T17:34Z [---] followers, [----] engagements

"@alc2022 Pretty sure the biggest mistake an investor can make is lose money 😂"
X Link 2025-08-07T02:25Z [---] followers, [---] engagements

"$NBIS this week has seen a lot of post of people regretting selling too early etc. I'll say it again for those who have a position $NBIS is not a trade. This is a long term hold you want to keep your core position with a time horizon past [----]. There is too many potential catalyst to try to time. Buy on corrections and keep monitoring the thesis to see if any risk comes up that fundamentally changes it. Ultimately do your own DD so that you can understand if the risk tolerance is for you. To me NBIS still is an asymmetrical opportunity to continue to add into at the right levels. Great week"
X Link 2025-08-08T21:52Z [---] followers, [----] engagements

"@StockSavvyShay Like I told you months ago you keep missing $NBIS and even in this category it may outperform your incumbents. Clickhouse already has performance metrics that outclass both Snowflake and Databricks in speed and cost efficiency"
X Link 2025-08-09T16:51Z [---] followers, [----] engagements

"End of week portfolio update. A very productive week $NBIS my largest position closed above [--] Accumulation in $IREN and $ONDS $DLO up 43% after earnings Started a small $UNH position before the buffet surprise news and deployed a little more yesterday. Trimming some $CRSP for cash for September volatility but still very long on the position. Just de-risking. Getting close to the 200k milestone What a journey so far"
X Link 2025-08-16T00:54Z [---] followers, [----] engagements

"@EndicottInvests Leave some shares for the rest of us big guy"
X Link 2025-08-20T16:43Z [---] followers, [---] engagements

"$NBIS the Technoligical Republic is not a story solely about PLTR but about a call to action for the US and it's allies to retain their global edge during the AI arms race. How well the Korean translation sold points to the growing global sentiment that AI sovereignty and AI advancement is a national security issue that resonates with all major countries. Which neo cloud is starting expansion in Asia again and was the only Western neo cloud present at the [----] AI summit in Singapore in May 🤔🤔🤔 https://nebius.com/events/ai-summit-singapore The Korean translation of Alex Karps book"
X Link 2025-08-21T01:29Z [---] followers, [----] engagements

"@OleBeeM @seanmdav Congrats on adding an additional 1/5 of a total [--] year decline in a day"
X Link 2025-08-21T16:04Z [---] followers, [----] engagements

"@EndicottInvests We can go donate plasma together to raise more money for shares 😂 I'd be joining you hand over fist too"
X Link 2025-08-22T17:38Z [---] followers, [---] engagements

"@FransBakker9812 @FransBakker9812 do you like $IREN or $EOSE more at these levels Not talking about overall conviction of course 🤣"
X Link 2025-08-23T08:01Z [---] followers, [----] engagements

"You posting it gives it more traffic and free publicity than the owners probably invested themselves . Like we get what you are saying but if you are using "social trends" to bring awareness to investing and gaining engagement then you absolutely know what you are doing or what will by posting about it. That is everyone's point and concern"
X Link 2025-08-24T21:16Z [---] followers, [---] engagements

"@mvcinvesting Under 3B $ONDS. We are entering a US drone/counter drone super cycle with any player who can scale up US manufacturing or solutions will be greatly favored. My initial position of [----] shares has been build and will keep accumulating on weakness"
X Link 2025-08-25T20:44Z [---] followers, [----] engagements

"@Lazarus_Capital 36% run up to earnings wasn't enough for you Stocks don't move up in a straight line man. No responsible long is worried here"
X Link 2025-08-26T20:15Z [---] followers, [---] engagements

"$NBIS $IREN $ONDS $BTC I wanted to share the power of compounding asymetry through concentrated conviction positions and getting your sh*t together mentally: Today my port touched 300k for the first time. 100k- it took me [--] years and [--] months to reach 100k for the first time. 200k- [--] months after that to stack the next 100k 300k- less than a month 🤯 The first [--] years of my journey I did not have a cohesive strategy and I was unhappy with my overall portfolio management. I had great wins but with positions that weren't build properly even with the strong conviction that led to those wins."
X Link 2025-09-24T21:08Z [---] followers, 44.8K engagements

"@babyfolio Sir have you heard of $NEBX 🫣🤣🤣"
X Link 2025-09-25T23:43Z [---] followers, [----] engagements

"Directionally I agree but a small caveat on clickhouse calculation: Pre series D funding: NBIS 28% stake May [----] valuation of clickhouse: 6.35b Value of May [----] NBIS 28% stake: 1.778B Assuming NBIS did not participate in the 400m series D raise: Total updated valuation from Bloomberg: 15B New shares percentage = $400M / $15B = [--------] (or 2.6667%) With dilution of NBIS not participating in the 400M capital raise total NBIS stake goes from 28% to 27.2533%. New NBIS equity in Clickhouse: Value of NBIS Jan [----] stake: 27.2533% of $15B = $4.088 billion Compared to Value of NBIS May [----] 28%"
X Link 2026-01-18T03:19Z [---] followers, [---] engagements

"@kelly_turnbull1 @OblivionWelcome @albert9x19 Have you checked out the Lima Six project It's like half the price of a fightlite"
X Link 2026-01-19T17:20Z [---] followers, [--] engagements

"Every one of those companies has solid products for a UAS application that has very practical military demand. However only one of those companies is building an entire ecosystem that spans UAS and C-UAS and land and air. Onds Robox shows that they plan to allow modular deployments across all their product lines that can be customized for the mission parameters. It's basically a COD loadout for robotics. So if I had to choose one I would choose one with the clearest and most ambitious long term vision $ONDS https://twitter.com/i/web/status/2015473754068189255"
X Link 2026-01-25T17:16Z [---] followers, [---] engagements

""Even if you don't know any personally" "go to tiktok" I tried to engage politely but ok here we go I'm a Taiwanese American who grew up in a small town in the deep south. Sure I have encountered my share of negative interactions but who hasn't This is true anywhere not just the US. A lot of that negativity actually came from other minorities as well. The majority of my experiences with other fellow Americans even in cities where there is very little diversity has been very positive. You get what you give. Did you even make an attempt to get to know these people authentically Or did you just"
X Link 2026-01-28T01:27Z [---] followers, [--] engagements

"Wonder how the $HIMS bulls are going to try to spin this one 😂 👀 💊https://t.co/jjnWOhbKzY https://t.co/sl7xczH7DE 👀 💊https://t.co/jjnWOhbKzY https://t.co/sl7xczH7DE"
X Link 2026-02-06T15:22Z [---] followers, [---] engagements

"#NBIS is not my largest position but I follow it with great interest. There are many factors that even if they can capture a few of them this year could lead to a confluence that drives a catalyst on stock value. I see it as a very well placed asymmetrical bet"
X Link 2025-02-20T06:27Z [---] followers, [----] engagements

"@Tech_Investor20 Genuine question. How does a 400m guidance increase add 15b to market cap in a single year for a stock that's gone up 324% in a year already Post like this make me think we are a lot closer to the top than everyone thinks. This is a insane level of hopium for $hims"
X Link 2025-02-24T21:33Z [---] followers, [----] engagements

"@gordongekko They already locked in profits on this position. So it was specifically geared at catching short term upside from the trump news today. For sure inside trading"
X Link 2025-03-02T23:28Z [---] followers, [----] engagements

"Why would coreweave "crush" $nbis when they have different approaches to capture market share and NBIS has a full stack AI cloud platform and coreweave is purely compute as a service As long as both companies maintain their growth metrics the demand is big enough for both. The most logical impact would be more visability into compute as a service and having better visability into NBIS. Genuinely curious your thesis here"
X Link 2025-03-03T15:53Z [---] followers, [----] engagements

"@LowCapsBigValue @mvcinvesting Clickhouse av ride and the other subs that NBIS owns + AI cloud software offerings and the cash moat give multiple reasons why NBIS is not just a GPU as a service play. Calling out [--] seems silly"
X Link 2025-03-26T15:13Z [---] followers, [---] engagements

"@pj_privatequity Just for full transparency. The dates online for tomorrow are a guess based on $nbis behavior while it was still incorporated as Yandex. On the official nbis site they do not have any confirmations for tomorrow. Lets hope"
X Link 2025-04-24T23:20Z [---] followers, [---] engagements

"@mvcinvesting I sold some other stocks on a down day to buy more $nbis today. 💀 Even with low dry powder the dip was too tempting to ignore. Been accumulating since January. Brought my average down from [--] to [--]. I believe patience on NBIS will pay off. The board is slowly being set🍺"
X Link 2025-04-30T14:37Z [---] followers, [----] engagements

"@Compart42 @FrameworkWisely I genuinely wish you well with your Coreweave bet. I am also not surprised about current movement. $Nbis just feels more asymetrical to me and I trust their leadership team. I hope in one year both teams will be happy There is definitely enough growth to go around. 💪"
X Link 2025-05-02T21:52Z [---] followers, [---] engagements

"When you can beat hyperscalers to win National contracts with a fraction of the budget. You are executing on another level. LONG $NBIS 💪💪💪"
X Link 2025-05-14T12:38Z [---] followers, [---] engagements

"@ftr_investors @Spectre66814034 Their subsidiaries are all growing as leaders in different parts of the future tech chain. Smart and efficient capital stewardship and no debt. Rated higher than some hyperscalers on SemiAnalysis GPU cluster max in less than a year of operation with a fraction of resources"
X Link 2025-05-17T15:32Z [---] followers, [----] engagements

"$NBIS gang- going into earnings I think some of you may find this thread I posted on some of my GTM research insightful. Long $NBIS 💪💪 https://x.com/Tiger_Strat/status/1924652011930452397t=wtH6CFuLBuO0DtNmSrt8eQ&s=19 $NBIS ✅✅✅ MY STRONG CONVICTION SIGNAL FOR EXPLOSIVE GROWTH: I monitor NBIS on LinkedIn and they have been quietly scaling for [--] new verticals a testiment to their laser focus and growth potential: 📍Retail AI 📍Physical A 📍Media & Entertainment 📍Financial Services https://t.co/lsEDFwgkT7 https://x.com/Tiger_Strat/status/1924652011930452397t=wtH6CFuLBuO0DtNmSrt8eQ&s=19 $NBIS"
X Link 2025-05-20T03:29Z [---] followers, [----] engagements

"Buyers of the $TEM dip last week from the short seller attack have been rewarded in at least the short term as it starts to recover nicely today by over 12%. I personally used this opportunity to initiate a small entry point for additional exposure into the AI healthcare segment"
X Link 2025-06-02T15:08Z [---] followers, [----] engagements

"@ftr_investors @atticusanalysis @himshouse @mvcinvesting @samsolid57 @StockSavvyShay @HyperTechInvest @Couch_Investor @alc2022 @Stocktwits @ConnorJBates_ @ValueSense_io Generally if Nancy Pelosi has leaps or long calls in a position it's a pretty safe bet 😂 $TEM had a great entry point after that weak short seller article. But I think $NBIS is where the real gains are in this list of 4"
X Link 2025-06-11T02:59Z [---] followers, [---] engagements

"Leaders and industries change. Dollar cost averaging into Google for the last few years versus Nvidia would have been drastically different and Google can still be argued to be leaders of many segments like search. Thesis change and evolve there is nothing wrong with continuously defining and assessing stocks to see which fits the framework and thesis the best"
X Link 2025-06-22T17:27Z [---] followers, [---] engagements

"@TheLongInvest $NBIS - the only pure EU AI play with exposure to both US and international markets like Singapore. Full stack AI cloud offering and multiple promising subsidiaries each in a rapid growth space as well"
X Link 2025-06-24T17:14Z [---] followers, [----] engagements

"@DividendDude_X If you don't care how much the stock increases then stop drooling over it every week man"
X Link 2025-06-26T16:14Z [---] followers, [---] engagements

"@mvcinvesting this is why I've enjoyed following you since I joined X. Thanks for not engaging in this stupid feud. There is no reason why both NBIS and IREN can't continue to grow on their own respective paths many of us hold both. The bickering only makes the accounts engaging seem less credible. I appreciate that you help keep the culture for our NBIS gang respectful and I encourage everyone to do the same"
X Link 2025-07-05T17:56Z [---] followers, [----] engagements

"Agreed- bullish But it's not "no energy cost". They don't directly own the renewable infrastructure like solar farms or wind turbines. The energy infrastructure in the US does not have the technology or storage capacity to bring all of the energy generated by renewables to major areas of consumption. Because of that energy is often lost close to the source of capture. This is why IREN has data centers in West Texas close to those identified areas of consumption. They enter into energy procurement agreements with energy commissions like ERCOT in Texas to secure rights to a certain amount of"
X Link 2025-07-06T06:26Z [---] followers, [---] engagements

"For those with a long term timeline- Great DCA day for $NBIS"
X Link 2025-07-07T17:06Z [---] followers, [---] engagements

"Crypto can absolutely be part of a diversified long term port if you treat it the same as a equity. Discipline in accumulation during the right entry points is key. Quality/adaption matters too. 10% of my total port is in BTC with DCA accumulation during the downturns like liberation day. Triple digit gains with a long term horizon"
X Link 2025-07-14T01:20Z [---] followers, [---] engagements

"Yesterday seeing the news on the Goldman coverage on $NBIS was very rewarding. Part of the personal thesis I wrote in Feb which led to my high conviction in $NBIS was over the lack of institutional coverage it had as part of the reason why it presented an asymetrical opportunity. $NBIS has since become over 40% of my total portfolio and I believe the story is just getting started. Breaking: @GoldmanSachs gives $NBIS buy rating with $68 price target and says $NBIS AI Infra is pure play with differentiated full stack offering discounted valuation and positive risk-reward skew. While the"
X Link 2025-07-14T14:00Z [---] followers, [----] engagements

"With macro uncertainties I would be happy with $3.5 by end of [----]. I've seen crazy bull estimates but I'd caution a little dash of realism. People forget that onds is not the only counter drone provider in the industry. It will be unrealistic for it to scale to every single major city or win every single contract. There is enormous potential ramp up but be cautious at valuations that account for "ARR from all major cities etc""
X Link 2025-07-15T01:15Z [---] followers, [---] engagements

"Happy $NBIS day to all who celebrate 😉🎉"
X Link 2025-07-15T23:09Z [---] followers, [---] engagements

"Weighing in- I manage millions of dollars of Adobe enterprise products for a Fortune [--] company. Adobe's growth may stunt and they will definitely lose market share to AI native companies but their entrenchment of enterprise solutions being deeply embedded into large organizations is stronger than most think. I attend Adobe Summit in Vegas every year and connect with other Adobe customers and leaders across all industries and most of these organizations are using a variety of enterprise level tools that are all integrated into other Adobe products across the entire content supply chain or"
X Link 2025-07-16T20:57Z [---] followers, [---] engagements

"@DueDoctor @DrMakaryFDA It was astounding to me how many $HIMS bulls ignore anything except hopium for their roadmap. Many people are going to lose money"
X Link 2025-07-25T17:31Z [---] followers, [---] engagements

"There's no point in arguing with people who post content like this. They are very clearly ignoring key differences like the full stack AI cloud + the valuation of all of $NBIS subsidiaries and equity positions to make their narrative fit. IREN has nothing like the 1.7b stake in Clickhouse which is a leader in the AI data space. Remove the valuations of the subsidiaries and equity positions and it's a completely different number as well. I am invested significantly in both and it's crazy to me that people try to make it seem like you have to pick a side. Both stocks have offered different"
X Link 2025-08-07T22:11Z [---] followers, [---] engagements

"@CompoundingLab @mvcinvesting Yeah man. Inverse Cramer is one of the most common fin twit jokes. Not malicious at all. Feels like you are being a little too critical"
X Link 2025-08-09T15:03Z [---] followers, [--] engagements

"Great quarter for $ONDS Drone/Counter drone remains a top pick for me. Drones have continued to disrupt the nature of warfare and are a national security priority. Ondas Holdings Reports Second Quarter [----] Financial ResultsRemains on Track for Record Year Driven by Execution at OAS Global Demand for Autonomous Drone Systems https://t.co/6ptWFgZ3I9 @AmericanRobotic @AiroboticsUAV @OndasNetworks $ONDS Ondas Holdings Reports Second Quarter [----] Financial ResultsRemains on Track for Record Year Driven by Execution at OAS Global Demand for Autonomous Drone Systems https://t.co/6ptWFgZ3I9"
X Link 2025-08-12T13:56Z [---] followers, [---] engagements

"I felt this one personally. Earlier this year I made this mistake frequently. I would open starter positions for tracking but not follow through in time even if I had the conviction. Had roughly 10+ plays that I booked 50%-100%+ gains but with a very small allocation size 😅😅😅🥹"
X Link 2025-08-15T21:13Z [---] followers, [---] engagements

"@DividendDude_X Pls think before posting next time DD"
X Link 2025-08-21T02:31Z [---] followers, [---] engagements

"@AlexSchettino I have much respect for you mate you always contribute quality to threads Ive seen however that hasn't been my full experience with everyone on the IREN side. People have posted some pretty aggressive stuff bashing NBIS for no reason or trying to bring down other names while pumping IREN. It's not a straight comparison. People shrilling IREN or comparing straight valuation to NBIS just isn't fundamentally accurate. NBIS has multiple subsidiaries and equity investments that absolutely should be accounted for in valuation. I agree there is healthy conversation and I'm glad you"
X Link 2025-08-21T22:45Z [---] followers, [---] engagements

"@venuguntupli7 I'm embarrassed to say that my conviction has overpowered my discipline I've continued to average up on ONDS because likewise I don't think it's done running. 😅"
X Link 2025-08-23T08:13Z [---] followers, [---] engagements

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