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@aleabitoreddit Avatar @aleabitoreddit Serenity

Several investors are discussing and promoting stocks like $NBIS, $RKLB, $FLY, and $AMD, citing their growth potential and partnerships with major companies. $NBIS, in particular, is being touted as a "once-a-decade stock" with a potential for generational wealth due to its projected revenue growth and hyperscaler contracts. Some investors are also discussing the potential for $SNAP to re-rate after making changes to its business model.

Engagements: XXXXXXX #

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Followers: XXXXX #

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Social category influence stocks #1822 finance #5571 technology brands XXXXX% cryptocurrencies #2638 social networks XXX% fashion brands XXXX% countries XXXX% automotive brands XXXX% travel destinations #3455 exchanges XXXX%

Social topic influence $nbis #5, $cifr #6, $iren #16, $rklb #16, stocks #776, $virt #1, $etor #1, $hood #12, $fly #1, $wlac #1

Top accounts mentioned or mentioned by @soulbiri1 @digestingx @libertadeterno @mqwantymqwanty @sebastians79509 @deenobrown123 @pacheca12345 @manglaniakshay @rocket5010 @ccjdjff @foogleman1234 @halldj00 @paramdan42454 @rioferdy838 @makhmudovakbar @lxizny @capybara_830 @neat_lama @platochi_ @ejdisokqaloa

Top assets mentioned Nebius Group N.V. Class A Ordinary Shares (NBIS) Cipher Mining Inc. Common Stock (CIFR) IREN Limited (IREN) Rocket Lab USA, Inc. Common Stock (RKLB) Virtu Financial, Inc. Class A (VIRT) Etoro (ETOR) Robinhood Markets, Inc. (HOOD) Fluidity (FLY) Taiwan Semiconductor (TSM) TeraWulf Inc. (WULF) CoreWeave, Inc. (CRWV) Snap, Inc. (SNAP) Fluence Energy, Inc. Class A Common Stock (FLNC) Advanced Micro Devices (AMD) Amazon.com, Inc. (AMZN) Metadium (META) Target Corporation (TGT) Hims & Hers Health, Inc. (HIMS) Reddit, Inc. (RDDT) Astera Labs, Inc. Common Stock (ALAB) Oracle Corporation (ORCL) Bitfarms Ltd. (BITF) Alphabet Inc Class A (GOOGL) Credo Technology Group Holding Ltd Ordinary Shares (CRDO) Litecoin (LTC) iShares BTC Trust (IBIT) Sweetgreen, Inc. (SG) Lululemon Athletica Inc (LULU) MP Materials Corp. (MP) UnitedHealth Group (UNH) Super Micro Computer, Inc. Common Stock (SMCI) Micron Technology, Inc. (MU) Galaxy Digital Inc. (GLXY) Marvell Technology Inc (MRVL) MARA Holdings, Inc. (MARA) Riot Platforms, Inc. (RIOT) Novo-Nordisk (NVO) Palantir (PLTR) Grab Holdings Limited Class A Ordinary Shares (GRAB) NVIDIA Corp. (NVDA) Sei (SEI) Oklo Inc. (OKLO) BITMINE IMMERSION TECH (BMNR) DraftKings Inc. Class A Common Stock (DKNG) Bull Market (BULL) Dell Technologies, Inc. (DELL) Rubrik, Inc. (RBRK) Strategy (MSTR) PayPal Holdings Inc (PYPL) Cream (CRM) RAI Finance (SOFI) Circle Internet Group, Inc. (CRCL) IonQ, Inc. (IONQ) Interactive Brokers Group, Inc. (IBKR) Bitcoin (BTC) AST SpaceMobile, Inc. Class A Common Stock (ASTS)

Top Social Posts #

Top posts by engagements in the last XX hours

"@dubiousnoob Im pretty sure Boost IPO will be a hit and maybe 1B+ MC which is around 2x from here even through they havent released figures just estimating based on their clients + margin + revenue growth. Most people dont have the patience to wait 1-3 months though"
X Link @aleabitoreddit 2025-10-08T19:17Z 6840 followers, XXX engagements

"And theres the de-escalation Reuters: Taiwan sees no significant impact on chip sector Trump: Dont worry about China it will all be fine President Xi just had a bad moment. Biggest crypto liquidation to date Stocks with little impact down X% Dip buying opportunity"
X Link @aleabitoreddit 2025-10-12T17:36Z 6840 followers, 13.6K engagements

"Lot of inspirational trader mindsets going around X lately like: "It will pay off. Be Patient". All BS. Traders consider sector momentum catalysts valuation pullbacks macro IV option flows etc. Here's my mindset for short term trading for various stocks: X. $NBIS - $XXXXXX even though it's up XXXX% on the day CRWV is up XX% off Meta gives them a $14B contract. So usually it's bullish for all neoclouds. It spiked to $XXX ( i probably would have still held) but pulled back to $XXX likely from too much open interest but we'll likely keep seeing a rally upward. So I'd use this time to DCA and buy"
X Link @aleabitoreddit 2025-09-30T19:09Z 6680 followers, 57K engagements

"Why $ORCL facing challenges with GPU-as-a-Service (from leaks) is actually bullish for neoclouds like Nebius. Hyperscalers struggling with GPU economics strengthens the case for specalized neoclouds. This is an insane opportunity on $NBIS $WYFI $IREN $CIFR $CRWV and others: TLDR: (from rumors) Oracle faced a loss from: - Low utilization (idle capacity) before customer ramp - Massive upfront CapEx (Blackwell GPUs) - Heavy overhead - Discount pricing Result: Negative gross margins on GPU compute for Oracle. This is negative for Oracle positive for Neoclouds: This is just goes to show X. Proof"
X Link @aleabitoreddit 2025-10-07T17:20Z 6793 followers, 36.6K engagements

"@mysticall3g3nd Reminds me of my favorite league of legends team probably will add tomorrow cause industry"
X Link @aleabitoreddit 2025-10-15T00:56Z 6840 followers, XXX engagements

"@Hoona1203 I ran out of tickers because X post limits otherwise $RDDT was a buy at $XXX $AMD was a buy at $XXX $VIRT is a buy at $XX (not so much as single long but as a good hedge and I believe this undervalued + will show up in earnings) lithium-rare earth stocks are a buy and so on"
X Link @aleabitoreddit 2025-10-12T17:22Z 6818 followers, XXX engagements

"$750K+ in $NBIS with $93K+ in unrealized gains in just X days. This stock is extremely undervalued. Northland just gave a $XXX PT but Ive been calling this since it was under $XXX. I rarely have high-conviction stocks. But NBIS is one of them. $XXX - $XXX in X months"
X Link @aleabitoreddit 2025-09-24T15:59Z 6839 followers, 60.4K engagements

"Wow I cooked insanely hard with this ETF everything is up a **** ton. Anyway some company changes I'd make + explanations: $AMD - +10% (rerate) $FLY - +3% (new) $WLAC - +1% (new) $MU - +1% (new) $FLNC - .5% (new) $SEI - .5% (new) $DFLI - - .25% (new) _ Trim (Tax harvesting) $ORCL $LULU $META $UPWK $ETOR $SNAP Misc small caps _ Here's an explanation $AMD - Just got $100B+ in forward revenue lol they almost doubled their quarterly revenue overnight and hasn't even been priced in yet. Extremely strong buy $FLY - $4.4B valuation doing small-medium lift launches like $RKLB. Reminds me of RocketLab"
X Link @aleabitoreddit 2025-10-08T21:12Z 6840 followers, 39.9K engagements

"@SebastianS79509 I mean I bought $RKLB at $XX or so when everyone thought they were unprofitable. If theyre working on rocket launches critical to national security Ill take the risk with $FLY"
X Link @aleabitoreddit 2025-10-08T16:08Z 6790 followers, XXX engagements

"Monday Market Close Thoughts: Extremely Strong Buy $NBIS $ETOR $LTC $VIRT Buy $AMZN $SMCI $TGT $CRM $TSM $CRDO $SG $CIFR $LULU $SLNH $ORCL $MSTR $RIOT $MARA Hold $IREN $HIMS $RKLB $PYPL $MRVL $IBIT $UPWK $GRAB $ALAB $ASTS $SOFI $NVDA $NVO Sell $HOOD $TSLA $RDDT $CRCL $PLTR $BMNR Strong Sell $OKLO $QBTS $IONQ _ Feel free to disagree but these are just my thoughts Strong Buy Explanations - Bought $70K of Virtu calls XX% IV and just XXX forward p/e is undervalued. - Always DCA NBIS on the road to $XXX on every dip. -ETOR is just way too undervalued at $XX imo. I don't even know how it hit that."
X Link @aleabitoreddit 2025-09-29T21:06Z 6840 followers, 323.8K engagements

"Just a heads up about $WLAC to newcomers: Try not to buy these types of low-float small MC stocks after-hours/pre-market due to really low liquidity + high spread (and if you do place limit orders). Bid-Ask is $XXXX Sell $XXXXX right now as an example so you're losing XXXX% immediately if you don't limit buy a stock and just place a 100x buy order. There's also a lack of liquidity compared to normal market hours so a lot of price movements are inflated + could go back to normal the next day. _ For context $WLAC is an SPAC IPO that converts into Boost $600m valuation. Boost is a Neocloud most"
X Link @aleabitoreddit 2025-10-13T21:16Z 6840 followers, 32.3K engagements

"The Snapchat Thesis: How a 🐶💩 Stock Re-Rated from Sell to Buy. $SNAP flipped the switch making their biggest expense a revenue stream. There's two things that SNAP needed to do to grow vs. $META $RDDT. and. Snapchat finally did it well one of two. That is: X. Monetize Memories (Storage) - potential 50%%+ upside. X. Compete vs Tiktok with a public web app + Tiktok-style feed (1000%+ upside) Snapchat finally flipped the switch with #1 and made their biggest OPEX expense a revenue stream: They monetized storage and deleted wasteful storage. _ Snap brings in $1.35B revenue a quarter and is"
X Link @aleabitoreddit 2025-10-06T14:23Z 6840 followers, 56K engagements

"Heavily agree critical minerals are really complex. When I buy stuff like $MP I usually use ChatGPT deep research to help me understand risk-reward tradeoffs better. But when I buy random lithium battery small caps and post about it I admit I dont have domain knowledge. But like your Neocloud post about $IREN usually a popular domain like AI buildout with $CRWV or something like Quantum with $IONQ will uplift an entire sector anyway. So risk-reward is sometimes worth it but I wouldnt follow what I do and wouldnt put much portfolio weighting into it either. And its a much better risk-reward on"
X Link @aleabitoreddit 2025-10-13T01:12Z 6836 followers, 3041 engagements

"I think $ETOR is incredibly undervalued market pricing a brokerage holding 1b+ cash at a 3.3B market cap compounding like IBKR screams undervalued. $VIRT was more of a hedge against growth stocks but I think it's undervalued. So I said asymmetrical hedge which was good instead of buying $VIX with higher IV. I'll cost average both thesis hasn't changed. Do look at my other posts around positioning though I wouldn't give more than X% of my portfolio to either but if there's high conviction maybe up to XX% allocation"
X Link @aleabitoreddit 2025-10-03T19:19Z 6822 followers, XXX engagements

"Based Friday Market Close (-3.6% SPY day) Thoughts and Explanations Strong Buy $IBIT $LTC $WLAC $NBIS $MP $TSM (For Next Year) $ETOR $DKNG $SNAP Buy $UPWK $CRDO $ALAB $AMZN $META $UNH $SG $TGT $BULL $FLY $CIFR $WULF $IREN $GLXY $SMCI $DELL $MRVL Hold $RKLB $HOOD $RBRK $MU $HOOD $GRAB $MARA $RIOT $NVO $RR $ELOSE $FLNC $SEI $PLTR Sell $CRCL $ETH $BMNR $PL $BKSY Strong Sell $RGTI $OKLO $IONQ $QBTS $QUBT _ Explanations: IBIT - Dumped to $104k Bitcoin demand has been institutional tariff fears overblown and caused one of the biggest liquidation events in history. IMO post-liquidation is the best"
X Link @aleabitoreddit 2025-10-11T18:32Z 6840 followers, 156.6K engagements

"If you look at my history I usually buy stuff at the very bottom like $GOOGL or short term bottom like with $UPWK when everyone thinks the company will fail. $ETOR is similar to $UPWK with large cash positions + profitable. But it's growing at $IBKR rates 20%+ y/y but extremely low market cap. Hard to trade against sentiment sometimes but I do think market is pricing this wrong"
X Link @aleabitoreddit 2025-09-16T18:57Z 6809 followers, XXX engagements

"🚀All set loading up small caps ahead of the triple rate cut. More front-running to come. $200k worth of new positions today: $NFE @ $XXXX (+12.16%) $ABAT @ $XXXX (+12.73%) $MP @ $XXXXX (+0.85%) $GRRR @ $XXXXX (0%) $OPAD @ $XXXX (7.16%) Anything missing"
X Link @aleabitoreddit 2025-09-18T22:34Z 6833 followers, 3946 engagements

"@ManglaniAkshay Thanks Yeah I upped my $VIRT position to $65k or so in OTM calls. XX% IV for some of the higher strikes is such a good entry"
X Link @aleabitoreddit 2025-09-29T16:42Z 6755 followers, XXX engagements

"@rocket5010 Not a full port. I'd only be comfortable with something like $NBIS. If you have extra $FLY is just a literal 10x moonshot if they can make a re-usable medium lift rocket in the next year or two. Risk levels are high but it's a fun thing to own in case it works"
X Link @aleabitoreddit 2025-10-10T15:11Z 6822 followers, XXX engagements

"@itsthesquonky Shares you can't redeem warrants for XX days after IPO and warrants get priced under shares a lot of times (with the expectation of more float causing price drops) Some crazy things happen in the first XX days with low float like Webull going up from $XX to $82"
X Link @aleabitoreddit 2025-10-13T21:48Z 6840 followers, XXX engagements

"Institutions do some fun stuff to accumulate another XX% of the float of $NBIS at lower levels. Institutional ownership is XX% (extremely low) (60-80% usually on great companies) and hedge funds are starting to finally realize Nebius will power MSFT Azure and many other frontier models in the future. So yeah not a good idea to sell on the Soybean Seed Oil news but probably shook off some retail like the Oracle hit piece"
X Link @aleabitoreddit 2025-10-15T00:03Z 6840 followers, XXX engagements

"@jakub_cyferski It's always a good time just cost average and don't all in $NBIS in a single day"
X Link @aleabitoreddit 2025-09-30T18:10Z 6809 followers, XXX engagements

"@robswainept I still hate $SNAP from the bottom of my heart and would prefer other stocks any day of the week. But numbers wise the new update reduces OpEx by a ton and increases revenue but clearly hasn't been priced in yet. Obviously a bit early so probably just a Buy"
X Link @aleabitoreddit 2025-10-06T14:36Z 6824 followers, 1045 engagements

"Getting Vietnam flashbacks. Jokes aside markets dropped 3.65%+ after Trump tarrifs Chinese imports by XXX% and restricts the export of critical software to China. This surprise event was rational repricing but also catalyzed by fear + margin calls (after hours with $IREN dropping XX% for example or $BTC dropping to $107k). What this typically foreshadows is slower growth and higher inflation (lower rate cut odds). However Polymarket and Fed futures data still shows 70-72% of X rate cuts by 2025. Midterm elections next year are also generally bullish for stocks. And we're approaching end of"
X Link @aleabitoreddit 2025-10-10T22:06Z 6840 followers, 12.1K engagements

"$NBIS is the only Neocloud thats doing everything right growing revenue and on top of that their sum of parts might be worth more than the core business down the line which would drive it to 1000%+ from here. Businesses that have done it while scaling like FTX before they went under would be worth hundreds of billions now even in a downturn. (Eg. ftx owned $HOOD Anthropic Dave Solana Bitcoin that all went up over 1000%+). I often compare the fundamentals revenue wise with HOOD though that went $150m quarterly to $1B quarterly with a $130B valuation) because $NBIS would surpass that in just a"
X Link @aleabitoreddit 2025-10-09T23:40Z 6827 followers, 1709 engagements

"@paramdan42454 It's what I have the most conviction in the next X years or a X year time-frame. For stocks like $RKLB ($16 - When I first bought $XX - When I developed conviction). Things from $HOOD $TSM are in random order it's just what I believe in the most within the next decade"
X Link @aleabitoreddit 2025-10-12T22:45Z 6840 followers, 1278 engagements

"AI is the largest national security issue and race in history. AI can design nuclear weapons or create life changing discoveries based on compute. $NBIS is the new infra of AI and Mag7 with 1400% Y/Y forward revenue. 🥭And it sold off XXX% because of Seed Oils and Soybeans"
X Link @aleabitoreddit 2025-10-14T23:51Z 6843 followers, 11.8K engagements

"Okay last post of the night I promise: $FLY ECLIPSE REUSABLE MEDIUM-LIFT ROCKET LAUNCHES AIMING 2026. $4.5B MARKET CAP. MEGA MOAT backstopped by government + critical for national security. I DON'T NEED TO SAY MORE. Love Early $RKLB investor and Rocketlab Megabull"
X Link @aleabitoreddit 2025-10-08T22:50Z 6840 followers, 26.1K engagements

"@RealJGBanks Sorry but terrible list imo couldn't disagree more. If $RGTI $OKLO $JOBY $OPEN $IONQ are your top choices of small-mid caps to own by sector have fun nuking the portfolio of followers. If someone posted this list before $RGTI went up 4000% off X revenue then sure"
X Link @aleabitoreddit 2025-10-04T20:23Z 6771 followers, 5456 engagements

"@visionxry IV is extremely low though options are a bit more illiquid for $VIRT. Spread isn't the worst I've seen. Shares are safest bet but not going to return a XX% I'm doing options since I like them on low IV stocks. Risk reward just seems good to me after looking into it more"
X Link @aleabitoreddit 2025-09-29T16:56Z 6748 followers, XXX engagements

"I added $WWR ($170m MC) and $DFLI ($110.25M MC) today. For full transparency I have no clue about their fundamentals Reason I bought Today: "China expands rare earths restrictions targets chip users" WWR does Graphite for batteries. DFLI does Lithium for batteries"
X Link @aleabitoreddit 2025-10-10T03:06Z 6840 followers, 15.1K engagements

"I wrote a Option Sell Swing Trade strategy that would realized $20k profit in X days with $1M last week for 183%+ Y/Y. I always give exact positions ahead of time not retroactively. $NBIS +$5.52K $HIMS +$1.427k $CIFR +$5.239K $RKLB +3.8K $TGT +$1.3k $AMZN +$1.22K $IBIT +$947.86 $META +$869 With a $1M portfolio on it would be X% week passive compound for XXX% Y/Y return. Every strike expired worthless and the premium would be collected. Even when stocks declined such as $HIMS (down XXXX% today) and XXX% this week you would still have XXX% profit. This is a strategy people do when you're able"
X Link @aleabitoreddit 2025-10-03T17:39Z 6808 followers, 16.7K engagements

"Monday October 6th Market Close Thoughts: - $NBIS extremely good dip buy. Down XXXX% after rising XXXX% in the morning. All other Neoclouds from $IREN to $CIFR held their 4%-14%+ gains. Nebius likely influenced by option flow should play catchup soon and I stand by $XXX PT. - $AMZN $META two Mag7 that should outperform next 2-3 months and play catchup with the rest. Especially Amazon. - $SNAP $RDDT two good recovery plays. Snapchat especially because of the revenue monetization changes. If you have the patience for shares for a year or two I'd expect a 50%+ return just whenever the market"
X Link @aleabitoreddit 2025-10-06T22:29Z 6792 followers, 44.9K engagements

"How I do swing trading with charts Part 2: Short term (few week) + Short-Medium Term (few month). I'll do long term ones in another post. Ex 1: $RKLB. Just going off feels on this seems like a great buy at $XX support and $XX sell. Usually lower half (dotted line) like $XX is a good buy too cause risk-reward is good but u wont get the actual bottom. You can do it with stuff like Rocketlab since long term if you hold enough even if it dips past $XX it will likely recover since it's a strong buy fundamentally albeit a tiny overvalued now. Example 2: $AMZN - Great buy with shares now. If it ever"
X Link @aleabitoreddit 2025-10-01T23:39Z 6838 followers, 55.2K engagements

"Shorting $PLTR thanks Jim"
X Link @aleabitoreddit 2025-07-28T09:51Z 6822 followers, 1273 engagements

"@ccjdjff $FLY is an EXTREMELY GREAT entry point below IPO price right now. I'll probably put more into it now actually it really reminds me of $RKLB"
X Link @aleabitoreddit 2025-10-08T21:55Z 6840 followers, 1388 engagements

"I was looking at $SPRB after @MartinShkreli posted about it and its TA-ERT breakthrough enzyme therapy replacement. Just from a quick search if SPRBs TA-ERT is approved and they capture 10-15% market share longer term ($180$270M ARR) of $1.4B US market. Realistic fair value today could be $280m-630m MC from 2-3x rev calculations. Obviously theres a lot of risk from clinical failures commercialization to dilution but a $85M market cap looks promising (disclosure I bought $50k worth just as a high risk gamble) Obviously Im not an expert in biotech and this is outside my domain which is why I"
X Link @aleabitoreddit 2025-10-06T20:19Z 6838 followers, 65.7K engagements

"@Solar_Twelve I actually hit the X ticker maximum otherwise I would have talked about more stuff from $AMD to $CRWV. But yeah Coreweave is at the center of the Neocloud trade but they have pretty toxic debt compared to NBIS or CIFR"
X Link @aleabitoreddit 2025-10-11T18:39Z 6774 followers, 1494 engagements

"As you know I do value investing too like with Upwork (+52% in X months P/E 7- 11.5). An interesting stock is $VIRT as an asymmetrical volatility hedge a stock barely anyone talks about. Clean asymmetry to balance $IREN / $NBIS. XXX forward p/e 5.38b MC Virtu Citadel and does market making for a large percentage of retail orders. Current price: $XXXXX Again nobody is really talks about this stock so I like testing my a new thesis against the market sometimes. I could be wrong and would love feedback too This is a light DD on why I'm building light call + share positions: 1/ Rate cuts dont"
X Link @aleabitoreddit 2025-09-29T14:59Z 6837 followers, 186.3K engagements

"Lesson on Covered Calls for passive compound return: Put selling was for advanced swing traders but this is for everyone. PLEASE LEARN THIS: If your port $300k - $1M+: ☁It's an extra IPhone XX Air+ /week. If your port $300k: It's a few hundred a week. Ex. $NBIS ($180 strike $1k+ profit/week $1.3M shares) This scales up with portfolio size but you can only do this with smaller portfolios because of liquidty issues when you get to Nancy Pelosi. Step X (Photo 1): Look at option chain (photo 1). Click X week expirty (eg. October 10th). Step 2: Look if premium is worth selling or not. If i have"
X Link @aleabitoreddit 2025-10-06T02:36Z 6838 followers, 35.5K engagements

"Cost averaging $TGT calls to $100k in positions. Have $XXX strikes as well but it's more risky. It's a high paying dividend with the stock at 5y lows so I'm sure institutions would stock up"
X Link @aleabitoreddit 2025-09-18T17:21Z 6681 followers, 1291 engagements

"@capybara_830 uhh I'd wait for a pullback but $SNAP net income will probably shoot up a ton after deleting everyone's memories or making people pay. The amount of money they spend on Google Cloud is absolutely absurd. Their revenue numbers are great net profit not so much"
X Link @aleabitoreddit 2025-10-04T07:08Z 6809 followers, XXX engagements

"Today the WSB degen inside me spoke. So aped into $WULF today to complete exodia of the Neoclouds after seeing it not go up much (3.6%) while $CIFR $WYFI both went up 28%. (bought $WYFI $WLAC and $BITF a little earlier on) Similar $GOOGL contract as $CIFR"
X Link @aleabitoreddit 2025-10-13T23:25Z 6840 followers, 19.5K engagements

"IREN might outperform near term just because of raw GW but $NBIS has the potential to outlast any market correction/crash and become the next $100B+ $MSFT with sum of parts investments. Also they have diversified client base (we've seen why that's important with the $ORCL report) Also full stack + software orchestration (we've seen why that's important with the $ORCL report and why $CRWV has been buying up software companies). People are pricing in miners being able to pivot but there's always profitability risk as seen with oracle hence why NBIS already has that down"
X Link @aleabitoreddit 2025-10-14T00:00Z 6840 followers, XXX engagements

"@Sum1OnX Round $XXX I'm down quite a bit on $LTC but because of the government shutdown there hasn't been any ETF approvals. All the leverage traders got liquidated so now it helps with higher highs now on the bright side"
X Link @aleabitoreddit 2025-10-11T02:39Z 6706 followers, XXX engagements

"@StockMarketNerd When I first opened my Schwab account they had someone to call me congratulating me on an account. The guy lived in the city next door and said I could call him anytime. Reminded me of then Wolf of Wall Street movie with Aerotyne International. But I did appreciate the call"
X Link @aleabitoreddit 2025-10-14T22:50Z 6840 followers, 1035 engagements

"@MakhmudovAkbar Yeah $ETOR is great on a X% drop today. Genuinely don't know why it's down so much given they're like XX% cash and growing at $IBKR rates"
X Link @aleabitoreddit 2025-10-01T20:27Z 6690 followers, XXX engagements

"I make fun of charting but sometimes it's genuinely helpful for pattern based reasoning (not TA). History doesn't repeat itself but it often rhymes for companies in similar sectors. With things material to fundamentals: Eg. $NBIS (64-100-86) vs. $CIFR (+32% into -XX% into rise) post $17B MSFT deal and GOOGL 3B deal. We'll likely see CIFR increase like NBIS after the dip. It followed the same pattern where it rose XX% then dropped XX% and now it's beginning it's ascent similar to NBIS. Same thing can be said about AVGO post earnings (then dip then massive rally) and ORCL now (great earnings"
X Link @aleabitoreddit 2025-10-01T18:40Z 6681 followers, 41K engagements

"@paramdan42454 Stonks always go higher over longer periods of time if theyre fundamentally good. I think $RKLB will go to $350B market cap one day like SpaceX and its still $30B now. Theres always new opportunities too if you feel like you missed something like $NBIS $FLNC $WLAC"
X Link @aleabitoreddit 2025-10-13T19:31Z 6838 followers, XXX engagements

"@LegalEagle123 @BaronAfanas I'm like cost average $ETOR $XX at this point so I'm at a loss my $VIRT is down XX% but it's expected if VIX stays low. Thought government shutdown would have spiked VIX for a bit but turned out not to. But yeah for $ETOR I think the market is extremely off about this"
X Link @aleabitoreddit 2025-10-03T19:22Z 6690 followers, XXX engagements

"Personal thoughts for trading this October (macro + tailwinds): X. Government shutdown is XX% likely already priced in Polymarket. Again this was already known way ahead of time. Which is why stuff like $VIRT or $VIX that I posted is a asymmetrical hedge during times of volatility. Don't be a panickan this is already priced in and known in advance usually during the actual news what WSJ reports people might panic sell or buy Puts. Use this opportunity to buy stocks on dips. Historically initially stocks drop on the news but ends up increasing new the tail end (eg. Oct 2021 (Debt Ceiling) 15"
X Link @aleabitoreddit 2025-10-01T00:49Z 6782 followers, 24.2K engagements

"@BaronAfanas I'm cost averaging $VIRT original positions are down XX% or so But yeah I timed drop wrong was my mistake seemed like $XX would be better entry. Part of that is MM shorting but the stock is fundamentally undervalued and there's 300m in buybacks"
X Link @aleabitoreddit 2025-10-03T16:34Z 6755 followers, XXX engagements

"I go through tons of companies every day. I was looking at $DFLI $83M marketcap Lithium Battery company that just raised $28.75M at the current share price (which is bullish). Typed in fly found $FLY. Looked at it and they have contracts with Northrop Grumman military contracts and were building medium-lift reusable rockets. Market cap was good and I like it"
X Link @aleabitoreddit 2025-10-09T00:02Z 6840 followers, 1701 engagements

"Got dividend date wrong it's November 12th instead of Oct. Keeping this anyway but not adding more until next month"
X Link @aleabitoreddit 2025-09-18T18:14Z 6681 followers, 1063 engagements

"Bought $180k of $ETOR at XXXXX $HIMS at $XXXX at close from vibes. EToro can pull off a random X% rally given it's assets increased XX% Y/Y but stock hasn't moved. Hard to predict when though. As for HIMS just turned brain off and bought dips before rate cut"
X Link @aleabitoreddit 2025-09-09T20:13Z 6835 followers, 3640 engagements

"The NeoCloud Thesis: Hyperscaler Capex Funnel Why I'm putting $1.5M+ into Neoclouds and why this might be a 200-300%+ return. 🔹 Buckets Mag7 contracts: $CRWV $NBIS ✅ $WULF $CIFR ✅ With compute: $IREN ✅ $BITF Speculative: $WYFI $GRRR ✅ $SLNH Miners pivoting to HPC: $RIOT $MARA $CLSK $HUT Thesis: Mag7 is AI compute strained by design from $NVDA. Trillions of capex that normally flowed through AWS MSFT Azure Google Cloud for traditional compute will now funnel into NeoClouds when they cant handle new AI loads from Anthropic OpenAI Gemini etc. This is a once-a-decade opportunity similar to the"
X Link @aleabitoreddit 2025-09-27T19:11Z 6843 followers, 551.8K engagements

"@BTCVIX @YeahDrDave @wallstreetbets Yeah I partially moved from WSB to here because they deleted my $RKLB post X times for no reason and then it shot up from $XX to like $XX. They also banned me for a short time for posting the same thing again after they took it down"
X Link @aleabitoreddit 2025-10-13T00:52Z 6838 followers, XXX engagements

"$NBIS is the next Microsoft in the making. - Scaling from $100M quarterly revenue to $2B-3B+ in 1-2 years off 55-75% gross margin - Large ownership of next generational companies like Clickhouse (powers Anthropic) - Infrastructure of Mag7 AI Compute. Completely undervalued"
X Link @aleabitoreddit 2025-10-09T19:34Z 6840 followers, 113.3K engagements

"This is the first time I'm posting my high conviction list. These are my X highest conviction longs and X new 1000% moonshot🚀 Sorted by first bought and when/why I developed conviction. X Years: $RKLB ($16 $28) $TSM ($120 $245) $HOOD ($11.27 $18) $BTC ($3k $57k) X Years: $NBIS ($28 $99) $ALAB ($55 $95) 1000% Moonshot (don't have high conviction like the others but I included this I currently believe this has the best chance to 10x) $WLAC ($13 $13) Here's what changed: X. $RKLB - I knew Space was rapidly growing since Trump announced Space force. I wanted to invest in SpaceX at the time but"
X Link @aleabitoreddit 2025-10-12T22:02Z 6840 followers, 78.7K engagements

"@soulbiri1 I normally dont like speculative companies this much lol but I like $FLY. Reminds me exactly of how $RKLB started. Im holding this one for years"
X Link @aleabitoreddit 2025-10-08T23:08Z 6783 followers, 1213 engagements

"People often ask what happens when I get everything right: X Year Return: XXXXXX% 📈 Just genuinely want to help I share my analysis and positions openly from $NBIS to $HOOD to $UPWK before any rally. Feel free to look through my history on X or Reddit"
X Link @aleabitoreddit 2025-09-24T17:51Z 6840 followers, 426.6K engagements

"For semis like $AMD its a buy for 1Y out when the 100B contract with OpenAI starts ramping up. Some other comment mentioned $MU theyre more materially affected like $QLCM is to China disputes bc of large dram/nand for memory over there compared to something like $TSM. So would dg it to hold. Of course Im not sure how macro risk will play out with Trump being a wild card and all if tensions ease up things would be re-rated"
X Link @aleabitoreddit 2025-10-11T23:42Z 6776 followers, 1246 engagements

"Boost was projecting ARR of $275M forward revenue XX% gross margin IPO at $600m valuation. Don't think that $7.9m number was accurate. Also Fluidstack's ARR at $180m is likely a way lagging snapshot since that was 2024. Not too clear how they work with Fluidstack yet there's potential for Mag7 clients like $GOOGL since that's how $CIFR and $WULF got the contracts"
X Link @aleabitoreddit 2025-10-13T21:39Z 6840 followers, XXX engagements

"$150k worth of $ETOR now at 44-$45 on the XXX% drop. Pretty sure market is pricing this wrong. PPI data today + for low/mid cap stocks 77%+ asset growth y/y XX forward p/e crypto popular. Market cap 3.8B compared to all the brokerages like $SOFI (30b) or $HOOD (100b)"
X Link @aleabitoreddit 2025-09-10T14:56Z 6820 followers, 2239 engagements

"So people keep asking me about $RBRK almost every other post and I know it's really popular on X. I ended up looking into it so people stop asking (and added some Rubrik to my portfolio at $82). TLDR my own research: - Cybersecurity company (industry trades at extremely high multiples look at $CRWD or $NET) - XX% gross margins (great) - $1B+ ARR grew 40-50% Y/Y (great) (comparison to NET 2.2B+ ARR growing XX% Y/Y almost 5x the MC) - OpEx spend: 60-75% of revenue goes to marketing. This is a huge positive. OpEx marketing spend is great but it looks really bad short term eg. $HOOD when they"
X Link @aleabitoreddit 2025-10-13T15:51Z 6840 followers, 14.7K engagements

"Speaking of random stocks: X. Bought into $FLY - Its a $RKLB / SpaceX competitor. 4B MC. Space + Rockets = me buy X. $DFLI - energy lithium batteries. 83M MC just raised $28.7M convertible good price Risk return looks good cause energy + healthy balance sheet + buzzwords"
X Link @aleabitoreddit 2025-10-08T15:51Z 6840 followers, 31.3K engagements

"People have been asking for my $FLY thesis since my Reddit post so here it is: Firefly is a rocket company like $RKLB and is developing a reusable medium-lift rocket. The only one that exists is SpaceX. They target 2026-2027 and if they succeed the company would re-rate to a 30-70B market cap 1000-2000% from here (4.4B MC) More details: The 30-70B marketcap estimate is priced off $RKLB multiples and only on medium-lift working. (I'm ignoring other business segments and current $1B+ revenue backlog). In a year with medium-lift: $0.91.3B revenue with 3040% gross margins at workable cadence (812"
X Link @aleabitoreddit 2025-10-10T14:55Z 6840 followers, 24.3K engagements

"🧙♂ Summoning Exodia the ideal Neocloud Deck Exodia Deck: 🧩 $NBIS Head 🧩 $WLAC Left Arm 🧩 $IREN Right Arm 🧩 $CIFR Left Leg 🧩 $WULF Right Leg Pot of Greed Setup: 🏭 $TSM ⚡ $FLNC 🏡 $GLXY When all five are in your port Sydney Sweeney descends from the Neocloud"
X Link @aleabitoreddit 2025-10-14T19:37Z 6840 followers, 26.4K engagements

"Youre right its not 1:1 correlated I should have done better at pointing out the nuance. So the correct way phrase is $VIRT is very profitable in extended periods of volatility (when VIX is elevated) and it gets priced in the eventually. So in a volatile downturn $VIRT performs better is currently undervalued and serves as a hedge which was my thesis. Im convinced market is wrong even if VIX isnt high retail trading activity is strong if you look at Robinhoods data. ($VIRT handles XX% of retail flows) forward p/e is really low"
X Link @aleabitoreddit 2025-10-06T23:24Z 6755 followers, XXX engagements

"@MakhmudovAkbar Yeah lol I think the market is completely pricing $ETOR wrong and it's probably a lot of tax harvesting going on right now. I try and find stuff people don't really touch much like ETOR and VIRT and they usually play out well. Feels like everyone on X is on $BMNR or $NBIS"
X Link @aleabitoreddit 2025-09-29T21:20Z 6809 followers, 1889 engagements

"$VIRT was on my radar for quite some time. Then it randomly dropped XX% over the past month or two. Did some calculations and it was sitting 6.6ish forward p/e. Market maybe made assumptions that triple rate cut lowers VIX because they were more proactive but Virtu has a lot of floating debt so it actually benefits EPS more than expected. I just thought it was undervalued"
X Link @aleabitoreddit 2025-09-29T15:07Z 6755 followers, 1344 engagements

"@halldj00 Sorry I spent it looking at $VIRT lol. I just felt like your value investors bull posting $NVO at XXXX p/e would appreciate a XXX p/e 5b mc stock with $300m+ buybacks"
X Link @aleabitoreddit 2025-09-29T16:14Z 6748 followers, XXX engagements

"I've been getting a lot of stock weighting questions. A portfolio I'd build would be: XX% $NBIS X% AMZN XXX% TSM X% BTC X% LULU X% UNH X% $RKLB X% LTC X% ORCL X% TGT X% GRAB X% $IREN X% META X% HOOD X% HIMS X% AMD X% NVO XXX% CRDO X% BITF X% ASTS X% SG X% UPWK X% MP X% FOUR X% ETOR X% INTC X% COIN X% SMCI X% MRVL X% DAVE .5% DLO .5% MELI .5% SNAP .5% CRWV .2% ONDS .2% NFE .2% TSSI .2% BKKT .2% GRRR"
X Link @aleabitoreddit 2025-09-24T23:36Z 6844 followers, 84.3K engagements

"@Only4CBN @Neat_Lama I still gotta look into it. Spent all my time on $VIRT and misc comments the other day lol"
X Link @aleabitoreddit 2025-09-30T02:24Z 6755 followers, XXX engagements

"@ManglaniAkshay @StockMarketNerd nah I just open different accounts across brokerages so I'm not tempted to swing trade my long term holdings"
X Link @aleabitoreddit 2025-10-14T22:54Z 6840 followers, XXX engagements

"@camrinneiss First glance I $GAP since fundamentals are good and it benefits from end of year holiday seasonality like $LULU. Also I like banana republic cashmere stuff so a bit biased. But obviously need more time to delve into tariff impact a bit more on forward revenue"
X Link @aleabitoreddit 2025-09-29T21:09Z 6792 followers, XXX engagements

"@regard_capital Oh yeah $HOOD I wouldn't have expected either makes sense. Either way you made money if they blew past CC strikes so hard to complain unless you're buying back to prevent short term capital gain"
X Link @aleabitoreddit 2025-10-03T19:23Z 6755 followers, XXX engagements

"@Lxizny $RDDT could always drop to $XXX but its something Im fine holding longer term in case of a slow recovery given Im a frequent Reddit user lol"
X Link @aleabitoreddit 2025-10-08T14:35Z 6750 followers, XXX engagements

"Also since macro fears randomly appeared today with a Trump tweet its an amazing dip buy opportunity on $SPY XXXX% drop. Just some examples: $AMZN - down XXX% $AMD - down XXXX% $HIMS - down X% $SNAP - down XXX% $META - down XXXX% $WLAC $NBIS always good to DCA"
X Link @aleabitoreddit 2025-10-10T15:38Z 6840 followers, 23K engagements

"IMO opportunity front running the Boost SPAC Neocloud IPO through $WLAC (OKLO DJT etc) if u hv X months patience. Boost works with Fluidstack likely backstopped by $GOOGL in the future. 75%+ EBITDA gross margin + XXX% rev from last year. EST MC $600m maybe next $CIFR"
X Link @aleabitoreddit 2025-10-08T19:06Z 6842 followers, 13.1K engagements

"@babyfolio $NBIS is the clear winner from news like this since they have a diversified customer base which would offset any buildout/revenue lag. And probably the best software orchestration stack to maximize GPU utilization"
X Link @aleabitoreddit 2025-10-07T17:55Z 6828 followers, XXX engagements

"@KevinLMak Prob $ETOR. I'm guessing it's because it's down for the year and people tax harvest before EOY. But 800+ net cash 3.6B marketcap growing XX% y/y like $IBKR profitable down in the dumps"
X Link @aleabitoreddit 2025-09-20T18:57Z 6809 followers, 1376 engagements

"@foogleman1234 Yeah I wouldn't recommend allocating large percentage of portfolios to a high-risk SPAC IPO for sure. But a tiny allocation doesn't hurt since risk-reward is definitely there"
X Link @aleabitoreddit 2025-10-13T21:45Z 6840 followers, XXX engagements

"Got DMs about tax structuring for high net worth users due to large market returns from $IREN or $AMD. This is not advice just things I've overheard to save you a LOT of money (like millions over time). These are X LEGAL ways to go about it: X. C-Corp trading (21% federal tax + 0%- state tax). This compounds a lot easier if you do short term options covered calls etc. - Lot of hassle with paperwork CPA but if you have $7-8+ figure net worth it might be worth the time. - Take out personal loans against your company's equity XXX% when need be. - Can buy stuff with it like property etc."
X Link @aleabitoreddit 2025-10-08T07:19Z 6794 followers, 9047 engagements

"So I was saying nobody cares that ChatGPT cites Reddit less because nobody visits $RDDT through ChatGPT. So the sell off was stupid since its immaterial to earnings. What was i saying about network effect in that since everyone is on Reddit its hard for someone to make a Reddit competitor which is really easy to code"
X Link @aleabitoreddit 2025-10-03T16:22Z 6690 followers, XXX engagements

"@jamiemints VIX didnt spike as much as I hoped during government shutdown and now we have two more rate cuts projected. Volatility + $VIRT are highly correlated. It was the ideal hedge in case markets ended up tanking for two weeks. Still extremely undervalued"
X Link @aleabitoreddit 2025-10-04T23:26Z 6755 followers, XXX engagements

"@Crypto_LogicD @Sandeman52 @babyfolio @sunxliao Congrats Neoclouds/AI have been insane recently. Im afraid to sell CCs at XX% away for weeklies on stuff like $CIFR or $IREN cause they go up in XX% a day now lol. But yeah XX% return is spectacular"
X Link @aleabitoreddit 2025-10-13T18:28Z 6840 followers, 2389 engagements

"@lr_1994 I mean $NBIS $RDDT on the dip were my two choices. But if you're buying short term options don't recommend it usually unless there's a major doom drop like $APP and you're expecting a recovery"
X Link @aleabitoreddit 2025-10-07T00:07Z 6809 followers, XXX engagements

"With Taylor Swift entering the Neocloud space not even 10GW compute on GPT-5 can find her a lasting boyfriend. Raising my 1Y price target on $NBIS to $XXX and reiterating outperform on the rest due to infinite energy consumption. $WLAC $CIFR $FLNC $IREN $TSM $AMD $BITF $WYFI $GLXY"
X Link @aleabitoreddit 2025-10-13T19:01Z 6840 followers, 17.7K engagements

"@DigestingX I have $EOSE $FLNC $SEI in my portfolio right now. Looking to add $VST on next dip to follow Nancy Pelosi"
X Link @aleabitoreddit 2025-10-07T01:38Z 6840 followers, XXX engagements

"that post was for the next trading day after a XX% gain or so $HOOD is was one of my high conviction stocks for long term but is currently pulling a $PLTR had the with $RDDT and now dropped another XX% but turned into a buy. if i had to give medium term predictions it would be different"
X Link @aleabitoreddit 2025-10-02T18:56Z 6690 followers, 3199 engagements

"@regard_capital You write calls at spikes lol not at random times"
X Link @aleabitoreddit 2025-10-03T18:54Z 6750 followers, XXX engagements

"@Lxizny I actually like $RELY at first glance based on gross margins balance sheet and growth. I'll do a deeper dive tonight and make a post for you tomorrow. Thanks for sharing first time I've heard of it"
X Link @aleabitoreddit 2025-10-07T00:03Z 6804 followers, XXX engagements

"@Deenobrown123 if $MU's forward p/e is XX looks promising. ill take a closer look i haven't done a deep dive yet"
X Link @aleabitoreddit 2025-10-04T22:58Z 6707 followers, XXX engagements

"Some days theres not much activity. New 1Y+ long positions; - $AMD shares at $XXX - $WYFi shares at $XX - UNH 1Y leaps Jan 2027 DCA $FLNC & SEI on drop for high risk energy plays. DCA RDDT $XXX on X% drop. Trimmed misc positions for EOY tax harvesting"
X Link @aleabitoreddit 2025-10-08T14:19Z 6840 followers, 30.9K engagements

"Aggressively writing options off $1m would be: +$20.24K in X days XXXXX% a week XXXXXX% y/y return. With a $1M cash IBKR portfolio margin example: XX $NBIS $XX PUT (+$5.52K premium) ($809K) XX $HIMS $XXXX PUT (+$1.427k) ($270k) XXX $CIFR $XX Put (+$5.239K) - ($253k) XX RKLB $XX PUT (+3.8K) ($332K) XX TGT $XX (+$1.3k) $296k) XX AMZN $XXXXX (+$1.22K) ($725K) XX IBIT $XX PUT (+$947.86) - ($293k) X META $XXXXX PUT (+$869) ($335K) $1M cash 3.31M margin. This is just something I would do if I kept cash for the next week. This is bottom timing on every stock and predicting strikes that would not hit"
X Link @aleabitoreddit 2025-09-28T18:28Z 6838 followers, 95.1K engagements

"Friday Market Close Personal Thoughts and Explanations: Strong Buy $RDDT $SNAP $AMZN $ETOR $NBIS $LTC Buy $UPWK $MSTR $ORCL $TGT $CIFR $VIRT $CRDO $WULF $SOFI $META $AVGO $MRVL $SMCI $DELL Hold $RKLB $TSM $IREN $RR $ALAB $HOOD $FLNC $EOSE $BE $RIOT $MARA $GRAB $ASTS $NVO $NVDA Sell $TSLA $CRCL $PLTR $BMNR Strong Sell $RGTI $OKLO $QBTS $IONQ _ (again not great DD just writing random thoughts about the process). Strong Buys Reddit - Dropped XX% off immaterial news that ChatGPT wasn't citing it as much. Nobody visits Reddit through ChatGPT good recovery buy off $XXX support. SNAP - Finally"
X Link @aleabitoreddit 2025-10-04T01:22Z 6840 followers, 136K engagements

"@DanielTan64198 Another company competing vs $ALAB (think its oversold bc they already have big competitors like $AVGO but big tech uses them anyway) $CRDO just sold off with Astera. Also soybeans both great adds"
X Link @aleabitoreddit 2025-10-15T00:55Z 6840 followers, XXX engagements

"@soulbiri1 Yep it's an SPAC IPO that almost nobody knows about yet (there's only X mentions on WSB in history). Extremely early on but obviously a lot more risk buying at the start"
X Link @aleabitoreddit 2025-10-13T21:41Z 6840 followers, XXX engagements

"@soulbiri1 I'm just doing this because my $CIFR positions went up XX% today and I just saw Wolf's chart sitting there all sad. Didn't do much DD aside from knowing about the $GOOGL deal + similarity with CIFR but bought anyway. Will see how it goes"
X Link @aleabitoreddit 2025-10-13T23:55Z 6844 followers, XXX engagements

"@mattscottcap Yeah $UPWK is still great value at $XX but $XX just felt extremely undervalued. Feel something similar about $VIRT now but upside potential is a lot less unless you touch options"
X Link @aleabitoreddit 2025-09-29T18:28Z 6755 followers, 1137 engagements

"@capybara_830 Oh I already added more this was just the initial buy. I don't recommend buying stuff like $WLAC after hours overnight or premarket due to low liquidity and high spread"
X Link @aleabitoreddit 2025-10-09T00:12Z 6840 followers, XXX engagements

"@AndyA143597 For $GAP I do like it and I like Banana Republic personally. It's a stock that benefits from seasonality around this time too. $UPWK $TGT $UNH $LULU were value investing port holders but I'll need to look more to see if there's any material impact from macro/tarrifs"
X Link @aleabitoreddit 2025-09-22T20:32Z 6791 followers, XXX engagements

"@pepemoonboy I stopped selling CC's this week for $CIFR to $NBIS because everything is just going vertical"
X Link @aleabitoreddit 2025-10-13T20:45Z 6840 followers, 4766 engagements

"I think $ETOR might have been my only cost-avg loss so far this year 😅. It important to post unrealized losses as well. I don't think I took into Cathie Wood buying up the stock for @ARKInvest into my calculations since stocks usually do the reverse when she enters/exits. But 756.7M million+ in net cash 3.6B market cap and profitable. IBKR seems to be loved growing at similar rates but it's often compared to $HOOD or $BULL that's growing at 40%+. It's genuinely undervalued though at XX% growth and XX P/E and market is pricing this wrong. Maybe there will be some random XX% rally once IPO"
X Link @aleabitoreddit 2025-09-16T18:51Z 6822 followers, 3841 engagements

"$SNAP is fundamentally undervalued at 14B marketcap IF AND ONLY IF they monetized memories and optimized Google Cloud OPex (which they will 1y from now). It's just a waiting game until the market prices it in which could be awhile. So 2027 makes sense. I'll post my $FLY DD tomorrow morning"
X Link @aleabitoreddit 2025-10-10T05:16Z 6834 followers, XXX engagements