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@aleabitoreddit Avatar @aleabitoreddit Serenity

Several investors are bullish on Neocloud stocks, particularly $NBIS, which is considered a leader in the sector. $NBIS has secured significant investments and has a strong growth potential, with some investors predicting it can reach a $100B market cap. Other Neocloud stocks like $IREN, $CIFR, and $WULF are also performing well, with some investors reporting significant gains.

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Social Influence

Social category influence stocks #1513 technology brands #7930 finance #2679 cryptocurrencies #553 social networks XXXX% automotive brands XXXX% exchanges #139 countries XXXX% currencies XXXX% travel destinations XXXX%

Social topic influence $nbis #4, $iren #7, $crdo #2, $alab #1, $cifr #3, $crwv #29, $tsm #2, $rklb #63, $googl #2955, $meta #5

Top accounts mentioned or mentioned by @babyfolio @dubiousnoob @moderndayvenom @hedgeye @haydnbcole @soulbiri1 @rklbman @lesantcho9306 @rioferdy838 @neomeldir @scepticus16 @mambaharveyinc @platochi_ @maobaobaomby @rjccapital @markosaaig @kaizen_investor @dream5728363541 @operationatm @b38b37

Top assets mentioned Nebius Group N.V. Class A Ordinary Shares (NBIS) IREN Limited (IREN) Credo Technology Group Holding Ltd Ordinary Shares (CRDO) Astera Labs, Inc. Common Stock (ALAB) Cipher Mining Inc. Common Stock (CIFR) CoreWeave, Inc. (CRWV) Taiwan Semiconductor (TSM) Rocket Lab USA, Inc. Common Stock (RKLB) Alphabet Inc Class A (GOOGL) Metadium (META) Super Micro Computer, Inc. Common Stock (SMCI) Amazon.com, Inc. (AMZN) TeraWulf Inc. (WULF) Circle Internet Group, Inc. (CRCL) Snap, Inc. (SNAP) Core Scientific, Inc. Common Stock (CORZ) Microsoft Corp. (MSFT) Robinhood Markets, Inc. (HOOD) NVIDIA Corp. (NVDA) Lumentum Holdings Inc. Common Stock (LITE) iShares BTC Trust (IBIT) Fluence Energy, Inc. Class A Common Stock (FLNC) Amkor Technology Inc (AMKR) Reddit, Inc. (RDDT) Litecoin (LTC) Advanced Micro Devices (AMD) Coldstack (CLS) Broadcom, Inc. (AVGO) Uber Technologies, Inc. (UBER) Tesla, Inc. (TSLA) Micron Technology, Inc. (MU) Solana (SOL) Galaxy Digital Inc. (GLXY) Applied Blockchain, Inc. Common Stock (APLD) Mario Coin (COIN) Fluidity (FLY) Hims & Hers Health, Inc. (HIMS) Trade Desk, Inc. (TTD) Strategy (MSTR) USDC (USDC) Dell Technologies, Inc. (DELL) Sweetgreen, Inc. (SG) Marvell Technology Inc (MRVL) Bull Market (BULL) BITMINE IMMERSION TECH (BMNR) Ethereum (ETH) Eos Energy Enterprises, Inc. (EOSE) Vistra, Corp. (VST) Planet Labs PBC (PL) Bitfarms Ltd. (BITF)

Top Social Posts

Top posts by engagements in the last XX hours

"Post-Fed Interest Rate 25BPS cut. December 11th ratings: Strong Buy: $CRCL $COIN $AMKR $CRDO $IBIT $MSTR $AMZN $SMCI $TSM $TSSI Sk Hynix $SNAP Samsung Electronics $ALAB $META $NBIS $CIFR Buy: $KRUS $AVGO $NFLX $KRKNF $HIMS $FLY $OSS $TE $FLNC $LITE $COHR $RKLB $TTD $NVDA $CLS $GOOGL $RDDT $WULF $CRWV $IREN $GLXY $WLAC $MPWR Avoid $RGTI $PLTR $WMT $ETH $BMNR $TSLA $IONQ $ORCL $SLNH $OKLO Explanations: Today fed cut interest rates 25BPS as expected. This usually funnel liquidity into growth stocks and benefits small-medium caps that use debt the most (refinance with lower interest rates) such"
X Link 2025-12-10T20:06Z 13.9K followers, 142.2K engagements

"@soulbiri1 $ALAB + $CRDO 15%+ increase was expected due to connectivity going insane like memory $MU/Sk Hynix on data center buildout. I'd personally hold them into next year maybe trim a tiny bit. $MINT was just asymmetrical upside. To @Neat_Lama here's another song #2 of the album"
X Link 2025-11-03T05:23Z 13.7K followers, 2230 engagements

"Disclosure: I have no positions and don't plan on initiating any. (Reason: have too many high-beta stocks). I just wanted to publish some speculative research I did on Anduril supply chain companies after researching $KRKNF Kraken Robotics. This is $OSS ($115.54M MC). TLDR: Anduril launched Effects-Short Range (LE-SR) for the US Army. OSS is an edge AI infra. $OSS seems like a Andruil supplier despite Andruil aquiring Klas a competing rugged AI edge company. OSS has announced a contract of $XXX million to deliver XX high-performance servers and field-programmable gate array systems for a"
X Link 2025-11-05T08:34Z 13.8K followers, 71.5K engagements

"Takeaway from $NBIS earnings so far: Absolute. Blowout. Earnings. $3B $META deal + Cursor new Enterprise clients on top of $17B with $MSFT just X months ago. $7-9B ARR projection is enormous and blew away any expectation. Insanely Strong Buy $XXX (including the ATM)"
X Link 2025-11-11T13:28Z 13.6K followers, 79.5K engagements

"The Great Reset November 19th ratings: Strong Buy $NBIS $CIFR $WULF $RDDT $SNAP $ALAB $META $AMZN $GOOGL $IBIT $SOL $TSM $RKLB $TSSI $SMCI $GLXY $SG Buy $IREN $KRUS $CRCL $LTC $MRVL $KRKNF $OSS $CORZ $WLAC $WYFI $AMD $TE $CRDO $FLNC $HIMS $BULL $ETOR $FISV $FLY $MU Hold $COIN $HOOD $IBKR $NVDA $PLTR $TSLA CRWV $APLD ORCL Avoid RGTI $IONQ SLNH $QBTS OKLO $WMT BMNR $SBET CRWV _ Explanations Strong Buys Nebius - Extremely undervalued $7-9B ARR reset to pre-MSFT deal prices despite tripling their projected ARR since then de-risking across the board and having $4.8B cash for capex spend. Having"
X Link 2025-11-19T12:09Z 13.7K followers, 296.1K engagements

"@Dream5728363541 Arent those two just users of $NBIS not portfolio company investments"
X Link 2025-11-24T20:11Z 13.8K followers, 1201 engagements

"@accounting_ds Yep it's a positive angle that they're America First energy infra hanging out with JD Vance. Then again as you mentioned the moment there's retail investor interest they dilute way below marketcap shaft investors"
X Link 2025-11-25T16:20Z 13.8K followers, XXX engagements

"Agreed $NBIS is the clear future leader of the Neocloud sector if we look at things 6M from now rather than present earnings. Shorting $CRWV would have been a good hedge against the recent market drop. I liked Nebius because alongside their core business growing ARR XXX% y/y they have X subsidiaries growing XXX% Y/Y. That being said the biggest headwind is dilution. I hated that they diluted 25M shares and not just enough for the $META deal. Nasdaq XXX inclusion alongside post-msci would offset that but otherwise its a constant overhang on the price as an investor. Second are depreciation"
X Link 2025-11-30T12:26Z 13.8K followers, 2585 engagements

"Finally @VitalikButerin perfectly pointed out why Im bearish on ETH and @fundstrats $BMNR. $ETH as a token is a terrible investment especially above $4K. This is what Tom Lee Cathie Woods ARK innovation Vitalik and others didnt understand: There is a disconnect between Ethereum as a network and ETH as a utility token. Ethereum network (thats growing) does not translate to the token price appreciating. If you bought $ETH near the end of 2021 you would have lost money. Meanwhile $BTC price has appreciated close to XXX% since then. Why Layer 2s. X. Vitalik encouraged users to move to L2s (like"
X Link 2025-11-30T21:12Z 13.8K followers, 35.9K engagements

"So this is partially true. However Id argue the main reason for $CRCL XX% drop was lockups and float dynamics not just rate cuts. We saw this with $BULL ipo where it traded on X% float upward of $50B and crashed back to $6B post lockup. $CRCL was only trading with a limited float (17%) if I remember correctly and another 34M+ got unlocked recently"
X Link 2025-12-01T01:15Z 13.8K followers, 1841 engagements

"@B38B37 Yeah memory is. Also needed to add MediaTek( I/o chiplet) $CLS $JBL and $AMKR (second source for packaging the TPU v7 modules) up there as beneficiaries. Just goes to show how large the supply chain is. Also adding positions in $AMKR as @Mexicancik1 mentioned"
X Link 2025-12-01T18:25Z 13.8K followers, XXX engagements

"Upgrading $SMCI to EXTREMELY STRONG BUY at $XX ($19B MC). FY26 raised to $36B+ revenue (60%+ YoY from $22B). AI DC build-out (e.g. $NBIS $IREN $DGXX) keeps GPU server demand maxed. This isn't a $CRDO XXX% Y/Y ER story but it's mispriced value. Here's why: SMCI dropped on earnings due to two things fears over margin compression and revenue miss. _ X. The Q1 2026 miss was delayed orders: Revenue came in at $5B vs prior $67B guide. However all this was is $1.5B getting pushed into Q2 from customers waiting for Nvidias Blackwell Ultra config. And they even raised FY guidance from $33B to FY"
X Link 2025-12-02T00:00Z 13.8K followers, 33.5K engagements

"Nope its not even news for $NBIS. Just now Avride launch with $UBER is probably the biggest headline of the decade for the portfolio company but its not even correlated to Nebius on places like $GOOGL / $HOOD news aggregators (which algorithms rely on too) This is why Ive been arguing Nebius is structurally misvalued and misunderstood because theres X subsidiaries like Avride growing 100%+ Y/Y but markets/algorithms arent pricing in the moving parts"
X Link 2025-12-03T13:32Z 13.8K followers, 1113 engagements

"@Jason I'm XXX% sure $UBER would not partner with Waymo in all cities. If you were Uber why would you funnel all your users into the Waymo app one day Instead of partnering with another FSD-4 player $NBIS avride that they partially own + doesn't have a standalone competitor"
X Link 2025-12-04T00:10Z 13.8K followers, 4191 engagements

"Probably around $6B now as per the seeking alpha report benchmarked vs Nuro. But I'd say Avride is crown jewel of $NBIS not clickhouse especially when robotaxi companies like Waymo scaled to a $100B+ valuation in a short time. $TSLA gained hundreds of billions in value just due robotaxi launch (eg. Cathie Wood said robotaxis could be XX% of tesla's value) and it's a market with extreme upside due to lack of players. There's basically just $TSLA $GOOGL Waymo $AMZN Zoox Hyundai. and then $UBER which is trying to defend themselves against robotaxi competition. $UBER has the upmost importance to"
X Link 2025-12-05T21:11Z 13.8K followers, 2441 engagements

"@MambaHarveyInc @babyfolio @Hedgeye on stuff like $IREN and $WULF majority is convertible note arbitrage not shorts"
X Link 2025-12-05T23:21Z 13.6K followers, XXX engagements

"@LandoInvests Happy to debate $SMCI I put my thesis here on why it's bound for a recovery due to forward revenue backlog in Q2 2026"
X Link 2025-12-08T18:14Z 13.8K followers, XXX engagements

"Short term unwinding from yen carry trade (Japan rate hike fed cut) which was slightly negative. Medium term impact should be incredibly bullish on growth assets especially Neocloud sector that involve debt for growth like $CRWV $IREN $NBIS. Don't see any fundamentals slowing so great time to go long imo"
X Link 2025-12-08T18:38Z 13.8K followers, XXX engagements

"I'm researching new stocks that actually look interesting - rare lately There's no need to paywall or gatekeep new stocks like others So just going to share them: X. $LGN - DC buildout. Mag7 like $APPL $MSFT $GOOGL $TSLA $AMZN as clients. X. $LYC.AX - Sole military-critical rare earths like Samarium Gadolinium and others to Western countries. X. $DGXX - Just based on comments under my previous thesis 1/5th cash no debt 2.76X P/S compared to others trading at 20x 200MW in X year time with ownership of power 300M marketcap (obviously need to verify if it's true or no. X. $KRKNF - Advanced"
X Link 2025-10-30T07:00Z 13.9K followers, 120.8K engagements

"We're seeing a sector crash in high-beta AI stocks with names down 30-45%+ in 1M & 10%+ today. This includes direct beneficiaries of Mag7 Capex : - Nebius ( $NBIS ): $3B $META deal / $8B forward ARR. - TeraWulf ( $WULF ): $50B Antrophic DC + JV FS/ $GOOGL - Iren ( $IREN ): $9B $MSFT HPC - Cipher ( $CIFR ): 15Y $XXX billion w/ $AMZN. that improved their fundamentals in this past month alone. But markets are still panic selling names from $CRDO (-10.33% 1D) to $CIFR (-7.28% 1D) despite record forward revenue growth. This is driven over fears from macro (shutdown Dec rate cut corporate bond"
X Link 2025-11-13T15:33Z 13.9K followers, 259.5K engagements

"Its hard for anyone in the AI space not to be bullish. Capex is ramping up. Exponentially. And flowing directly down to: Neoclouds: $CIFR $NBIS $WULF $IREN Connectivity: $ALAB $CRDO $CLS. Energy: $VST $FLNC $TE $EOSe Semi/foundries: $NVDA $AMD $GOOGL $TSM Memory: $SNDK $MU and $STX In the past few weeks alone we got: X. Manhattan Project for AI - US government is giving top models access to propriety labs data for accelerating research X. $GOOGL spending $XX on DC buildout in Texas X. Anthropic spending $XX on EC buildout to support their Opus 4.5+ models X. $TSM confining record forward"
X Link 2025-11-25T11:38Z 13.9K followers, 111.2K engagements

"@KaptainterpMy @RamseyJared94 I'm a $PL mega whale. My first buy was at $XXXX and that super large position is up 300%+"
X Link 2025-12-02T15:21Z 13.9K followers, 1588 engagements

"Maybe investing in Sydney Sweeney was the right choice over $IREN"
X Link 2025-12-02T21:31Z 13.9K followers, 17.4K engagements

"Make this make sense. $TSLA: FSD level X robotaxis - market adds $300B off a $1T+ valuation. $NBIS: FSD level X robotaxis - down XXXX% off a $23B marketcap"
X Link 2025-12-03T14:56Z 13.9K followers, 153.7K engagements

"@DannyQuark You're right $NBIS $IREN because Nebius only dropped by -XXXX% instead of -41.5%. But have you thought of the counter argument that $IREN $NBIS because $IREN portfolios faced-4% loss today instead of -6%"
X Link 2025-12-05T17:53Z 13.9K followers, 2118 engagements

"@itsthesquonky Round the time I did supply chain research on TPU v7 for $LITE Incredibly promising but a tad overextended right now"
X Link 2025-12-08T19:18Z 13.9K followers, XXX engagements

"@IncrediBadly $ALAB is an amazing buy. Higher margins than $NVDA and growing triple digits Y/Y. It's already down from it's $XXX high great recovery buy. Around here probably wouldn't do options but shares can't hurt for waiting"
X Link 2025-12-09T00:52Z 13.9K followers, XXX 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 2025-09-24T17:51Z 13.9K followers, 559.4K 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 2025-10-10T14:55Z 13.9K followers, 28.4K engagements

"@BarnieTaintpipe Im aware of them both already. Off the top of my head $MQ not a fan because singular dependency on Square if that was the customer for Cash App. Also they can launch their own card offerings in the future. $DAVE I liked a lot more"
X Link 2025-10-30T17:47Z 13.9K followers, XXX engagements

"November 4th - Stock Analysis + Macro Fire Sale: $META $NBIS $IBIT Strong Buys: $RDDT $RKLB $WLAC $CIFR $LTC $SOL $CORZ Memory: Nanya $2408 SK Hynix $HXSCL $MU Buy: $AMZN $DELL $SMCI $ALAB $CRDO $TSM $AMD $FLNC $TE Warnings: $IREN $ETH $BMNR $CRCLQuantum: $IONQ $RGTI $QBTS Normally I'd go down the list have more buy/sells and talk about every single explanation but I caught a cold. So just doing an extremely light version today and didnt feel like researching more stocks. Just focusing on a few with a broader overview while I drink some soup. (Will help explain if someone asks though.) $META:"
X Link 2025-11-04T18:04Z 13.9K followers, 208.3K engagements

"Based on the equity ranking table: Here's a deeper analysis of each stock alongside how I reposition my portfolio to capitalize on the market reset: $NBIS at $XX PT $XXX / 1Y $RKLB at $XX PT $XXX / 5Y $CRCL at $XX PT $XXX / 8M $ALAB at $XXXXX PT $XXX / 6M $SNAP at $XXX PT $XX / 1Y $CIFR at $XXXX PT $XX / 6M $RDDT at $XXX PT $XXX / 8M $SMCI at $XX PT $XX / 6M $HIMS at $XX PT $XX / 6M This is in order of concentration weighting from when posted and internal PT speculation based on existing information for mid-cap ($5B+) sections. Heres a deeper breakdown on each one and PT timeframe and a"
X Link 2025-11-20T10:23Z 13.9K followers, 241.2K engagements

"Sure I put $NBIS as S tier from that capacity funding angle because it's isolated from credit tightening affecting other DC stocks like $APLD (that had to sell junk bonds). From Q3 earnings $CRWV is facing $1.21-$1.25B in interest expenses and only has $XXXX billion in cash equivalents. Other neocloud sector stocks will need more to cash fund buildout + monetize GW capacity ike $IREN and will face higher interest rates or lack of funding interest (eg. convertibles). This is kind of why we're seeing a sector selloff but some were relatively undeserved (eg. $NBIS $CIFR). With $NBIS you're"
X Link 2025-11-22T12:15Z 13.9K followers, 2172 engagements

"Nebius $NBIS is the most undervalued growth company right now. And it has the potential to become the next $GOOGL at a $21B market cap. There's one simple reason: It's portfolio companies are mindblowing. The most incredible example on this concept is the company $FTX. Here's the story: When we look at how $META grew into a $1T+ company it wasn't just Facebook. It was their portfolio companies Instagram Whatsapp and others made Meta dominate the social media landscape. $FTX was doing something similar but in digital assets and frontier technologies. Four years ago in 2021 $FTX invested $5.8B"
X Link 2025-11-24T15:51Z 13.9K followers, 178.1K engagements

"$NBIS is about to leapfrog $CRWV here's why: Among $TSLA $AMZN $GOOGL and Hyundai Nebius $NBIS owns X of only X FSD-LVL X US Robotaxi companies: Avride. What people also don't know is this: $NBIS owns Toloka growing XXX% Y/Y. Used by Anthropic Hugging Face $AMZN $MSFT Servicenow and $SHOP for training artificial intelligence models Toklo is likely valued around $700M-$1.2B in its latest round by Jeff Bezos's venture arm. Nebius owns a majority stake (roughly 60%) but the market is mispricing how their subsidiary companies grows at extreme rates alongside their core business. While not as"
X Link 2025-11-27T17:04Z 13.9K followers, 53.8K engagements

"Nvidia ( $NVDA ) reported a blowout Q3 FY2026 revenue of $XXXXX billion (+62.5% YoY). And guided $65B+ Q4 ($3B+ beat) and $500B+ USD in Blackwell/Rubin rev through CY 2026. Despite that the stock dropped 12%. Is $NVDA a strong buy now Here's the answer: $GOOGL TPU's program emerged as the first competitive alternative to $NVDA GPUs with Anthropic committing to over X million TPU chips and Meta reportedly in advanced negotiations for billions in TPU purchases. Warren Buffet also recently invested $4B+ into $GOOGL which is extraordinarily rare given Berkshire's conservative stance to tech"
X Link 2025-11-28T23:53Z 13.9K followers, 112.4K engagements

"WHAT IS THE MARKET SMOKING Wall Street sent $UBER a $180B+ company up XXX% $6B+ today off of its self-driving cars. But $NBIS the parent company of the self-driving cars Uber uses got sent down -X% and is now worth less than $24B"
X Link 2025-12-03T17:01Z 13.9K followers, 181.4K engagements

"I'm an early investor in hyper-growth companies. $RKLB for space. $HOOD for fintech. $CRDO for connectivity. But I've never ever Ever seen a company grow forward revenue: 700%+ Y/Y. and while owning X hyper growth subsidiaries concurrently scaling XXX% Y/Y each"
X Link 2025-12-04T12:41Z 13.9K followers, 161.2K engagements

"Upgrading $TTD to a buy at $XXXX (-67.5% YTD) The Trade Desk is reasonably priced-slightly undervalued here. XXXX% gross margins 2.9B FY revenue 2025 XX% y/y growth XX% FCF margins. $1.8B cash no debt XX% customer retention and $1B in buybacks to offset large stock based compensation. At a $18.67B marketcap. Definitely not a hyper growth stock like the earlier mention but it has good value. Fundamentals are slowing not dying. I put fair value in $48-$55 range given dcf of $735m fcf XX% y/y growth and a discount rate. I see it recovering to $XX XXXX% upside at these levels within X months when"
X Link 2025-12-04T14:06Z 13.9K followers, 20.5K engagements

"And all the $META buys post-earnings are green after Zuck cuts the Metaverse spending. This is why you hold through short-volatility if fundamentals are intact. Sometimes all it takes is a change in narrative"
X Link 2025-12-04T14:26Z 13.9K followers, 10.8K engagements

"As of current prices December 5th: The ideal AI portfolio for the LLM + TPU/GPU ramp would look like this: XX% $NBIS XX% $TSM XXXX% $LITE XX% $ALAB XX% $SMCI XX% $AMKR X% Samsung Electronics X% SK Hynix X% $CRDO X% $CLS X% $COHR X% $NVDA Calls XXX% $AVGO Calls XXX% $WLAC XXX% $MPWR XXX% $CIFR XXX% $IREN XXX% $TE XXX% $FLNC Just how I'd do it 1.3X margin. I'm pretty confident in this cooking"
X Link 2025-12-05T05:14Z 13.9K followers, 39.4K engagements

"$NBIS vs. $IREN debates in a nutshell: $IREN is better because Both stocks: -XXXX% and -4.00%. Markets: 🟩 🚀"
X Link 2025-12-05T17:27Z 13.9K followers, 62.6K engagements

"Great idea to short $NBIS because you think it's the same $CRWV nice thesis $CRWV - $1.3B+ yearly debt interest large backlog from OpenAI $1.8B in cash left. $NBIS - Convertible notes structure where interest doesn't heavily cut into profitability diversified customer base for high utilization (shopify cursor governments hyperscalers like meta/msft) $4.8B+ in cash for buildout Robotaxi self driving car segments used by $UBER and scaling up to compete vs Waymo AI training segments funded by and used by $AMZN Anthropic and others XX% in subsidiary that most of the public companies use all 4"
X Link 2025-12-05T19:45Z 13.9K followers, 6227 engagements

"A short seller firm @Hedgeye is now shorting Nebius $NBIS. The stock price is now $XXXX. Their claim Nebius is Coreweave XXX. Coreweave $CRWV : - Small diversification in customers mainly hyperscalers quarter of their backlog is OpenAI. - $1.8B in cash left - $1.3B+/yearly in debt interest from toxic financing at 8-10% interest. Same thing as Nebius right Nebius $NBIS : - Highest diversification in the Neocloud market of customers from $META $MSFT governments $SHOP Mistral $NOW and many others. - $4.8B+ in cash left - $76.6M/yearly from note structure 40%+ OTM at X% interest. - FSD level 4"
X Link 2025-12-05T20:06Z 13.9K followers, 128.1K engagements

"The market is mispricing the #2 players in the biggest sectors on Earth. My thesis on $RKLB = $NBIS Avride X. Space ( $RKLB ) - SpaceX just got valued at $800B from $350B. Rocketlab will grow into SpaceX's prev valuation from $26B It's just a matter of time. X. Robotaxis ( $NBIS ) Waymo went from $45B $200B in X year. $NBIS Avride is going to grow into Waymo's previous valuation from $6B. It's just a matter of time whether that's X year or X years from now. And here is the thing with $NBIS: Avride is just one subsidiary out of multiple and this company alone could be worth more than the"
X Link 2025-12-06T01:55Z 13.9K followers, 76.3K engagements

"$NBIS has a XX million share ATM that's likely being sold on the open market. $CRWV went up 5.13%+ today while $NBIS ended the day down 3.91%. That's why I really dislike ATMs at this size. It's just basically waiting for the company to finish the ATM offering or pause it amid other short seller activity"
X Link 2025-12-09T23:37Z 13.9K followers, XXX engagements

"Oracle $ORCL earning results and its effect on the neocloud sector like $NBIS & $IREN: Oracle reported earnings with a beat on EPS and a record backlog but dropped XX% after hours. Oracle is down XXXX% from September 11th highs and brought down the sector with it. Here's why: The sell-off was not merely a reaction to marginal revenue miss but both an algorithmic short and investor selloff on the sustainability of the AI capex cycle and the creditworthiness of the sector's primary tenant: OpenAI. Oracle's announcement of a $XX billion increase in 2026 capital spending to nearly $XX billion was"
X Link 2025-12-11T01:18Z 13.9K followers, 223.2K engagements

"Yep thats a good example. If you look at convertible offerings for $NBIS and $IREN both their interest rates were 1-2.5% roughly because $MSFT (mag7) is their shared backlog. A lot of Neoclouds are affected by OpenAi though and even by two hops like $APLD from $CRWV(main tenant) which had to sell junk bonds at 9.25%. $NBIS is paying $73m/year from interest while $CRWV is paying upwards of $1.3B. But the market seems to move the whole sector together from OpenAI contagion without discerning individual companies that are isolated. The difference in interest debt risk and customer anchors is"
X Link 2025-12-11T06:43Z 13.9K followers, 1523 engagements

"Core portfolio is high conviction longs: $BTC $RKLB $HOOD $NBIS $ALAB $TSM Probably moving $LITE and $CRCL to the core long port above but theyre newer positions that Im building up. Then short-mid term mix like $SNAP $CIFR $RDDT $SMCI $HIMS $TE $LTC $KRUS AMKR $LITE $FLY $WLAC $META $AMZN $TTD and now $AAOI etc. I rotate between short-medium term holds A LOT. I used to post more day trading stuff but I ended up getting too many followers here so wanted to switch to directional commentary. Its hard to post position updates because I like to explain why I do things I remember selling $IREN"
X Link 2025-12-12T03:57Z 13.9K followers, XXX engagements

"@mcF_dan Probably depends on your age group all the younger gen still do given they have close to 1B MAU"
X Link 2025-12-12T12:34Z 13.9K followers, XXX engagements

"The Neocloud Sector Tierlist. Post Q3 earnings + Market Sector Drop: S Tier: $NBIS A Tier: $CIFR $WULF $IREN B Tier: $GLXY $CORZ C Tier: $APLD $CLSK D Tier: $WLAC $DGDX $WYFI F Tier $CRWV* $SLNH U Tier: $GRRR $MARA $DGDX $CLSK $BITF $HIVE $RIOT ** Ranked in order from left to right. * : Short-term pricing drops created compelling entries (e.g. $CRWV) but med-term (12m) attractiveness remains limited. **: Uncertain decided not to rate them (but put them in tierlist photo as F). Some pure miners haven't fully pivot into HPC yet + too much contract uncertainty. Lot of people asked about updates"
X Link 2025-11-22T10:42Z 13.9K followers, 197.8K engagements

"Economics of Neocloud GPU Pricing What happens when you normalize margins across the three major GPU neoclouds accounting for depreciation and cost structure Nebius ( $NBIS ) CoreWeave ( $CRWV ) IREN ( $IREN ) Below is what the research shows for margins using the same H100s: XXXX% $IREN - Bare-Metal H100 Revenue: $2.502.75/GPU-hr - $7.80M/MW-year COGS: $5.01M/MW GPU D&A: $3.50M Power: $0.22M DC depreciation: $0.47M Networking: $0.25M Third-party middleware (poolside WEKA): $0.20M Gross Profit: $2.79M/MW XXXX% margin _ XXXX% $NBIS - Full-Stack H100 Revenue: $3.003.50/GPU-hr $9.75M/MW-year"
X Link 2025-11-30T10:55Z 13.9K followers, 99.5K engagements

"For $CRWV its software orchestration according that allows them to turn bare metal into fully functioning supercomputers to their CEO. Theres a X min CNBC interview on this Another interview: The CEO highlighted CoreWeaves custom-built software stack which he believes will set the company apart in the long run. He stated From our position we really believe that over time whats going to differentiate us from anyone else is the software stack that drives the performance that were able to achieve on our infrastructure. Intrator added that CoreWeaves software stack was developed from scratch with"
X Link 2025-12-01T10:36Z 13.9K followers, XXX engagements

"Analysis of the $GOOGL TPU v7 Ironwood Suppliers. Here's the list of what comapnies are the most materially impacted by the Google's TPU buildout. + the TPU stock I'm taking a position on. Critical Design/IP: - Broadcom $AVGO : co-designs and implements Googles TPU ASICs Critical/High Semiconductor Fab: - #1 Taiwan Semi $TSM : TPUv7 is fabbed at TSMC 3nm - #2 Samsung Electronics: Secondary memory & foundry partner Critical/High Memory: - #1 SK Hynix: HBM3E for TPUv7 Ironwood - #2 Samsung Electronics: TPUv7-specific reporting emphasizes SK hynix + Samsung. High Optical Networking: - Lumentum"
X Link 2025-12-01T17:21Z 13.9K followers, 45.6K engagements

"Google ( $GOOGL ) CEO recently unveiled: Project Suncatcher a project to create datacenters in space in 2027. Next generation TPUs will run on solar-powered satellite constellations to scale ML flows. The biggest beneficiary Planet Labs ( $PL ) and by derivative $RKLB and SpaceX. Planet Labs a lesser known small cap $3.5B space company has huge upside with this deal. Planet labs will deploy two prototype satellites for Google targeting a launch by early 2027. The launch providers that $PL uses are $RKLB (January 2018 and October 2020) and SpaceX. One of which (Rocketlab) reminds one of my"
X Link 2025-12-02T14:41Z 13.9K followers, 21.6K engagements

"Fast Forward to 2026. If you saw this: $2.1B quarterly revenue (1337% Y/Y) $409.5M net income (442%) $XXXX EPS (362%) XXXX% net profit margin (123.8%) that held X AI companies which grow triple digits Y/Y (FSD robotaxis AI DCs). What market cap would that be"
X Link 2025-12-05T01:00Z 13.9K followers, 138.9K engagements

"Stock position updates: Sitting on high-conviction longs like $NBIS and writing options relatively lax weekend. Minor position adds updates from last week: $LITE - $XXXXX (+5.53%) - $XXXXXX Lite benefits from $NVDA Blackwell + $GOOGL v7 TPU rampup $AMKR - $XXXX (+18.4%) $XXXX Benefits from US-policy regarding Fab with $TSM. $SMCI - $XXXXX (+5.97%) $21.03B (60% Y/Y revenue growth going into next year the XX% drop for quarter backlog delay was unwarranted). $TTD - $XXXX (+3.78%) $XXXX Haven't seen too much news aside from $CRWV raising another $2B and tanking other Neoclouds. Or the $108B"
X Link 2025-12-08T15:50Z 13.9K followers, 36.7K engagements

"Added very heavily in $TSM today $XXXXX. Also added a decent amount in $CRCL positions at $XXXX. Weve been chopping since record breaking earnings from $TSM just felt it would breakout anytime now. This is just gut feeling. As for $CRCL rate cuts hurt but the USDC printer keeps on going. Crypto also rebounding from Dec rate cut and share unlock is done. So felt $19B MC was a good opportunity. I wanted to go long on Circle ever since IPO but never got the opportunity to until recently"
X Link 2025-12-09T18:03Z 13.9K followers, 56.9K engagements

"Would you invest in SpaceX at a $XXX Trillion valuation"
X Link 2025-12-09T22:48Z 13.9K followers, 5634 engagements

"The alpha is knowing what types of contracts lead to isolation from current fears and where there's mispricing on individual components in the sector. Compute capacity contracts are take or pay for $MSFT $META and others. Companies like $NBIS $IREN and others are effectively de-risked due to no counterparty risk from Mag7 (infinite balance sheets) and X Year contracts. However their drops were different reasons ( $NBIS 25M share ATM) $IREN fears over dilution for monetizing their rest of the X GW capacity pipeline for AI Cloud instead of colo. However the main overarching fear was that"
X Link 2025-12-11T01:49Z 13.9K followers, 3220 engagements

"They did. A large part of it was OpenAI fears. eg. OpenAI - one of $CRWV anchor tenant. $ALPD selling junk bonds - credit tightening. Sector selloff after. Obviously it's multifacted (eg. broader selloff from carry trade unwind) ATM offerings/convertible notes + more dilution for some - market risk off. But again $ALPD + $CORZ are linked to $CRWV which are linked to OpenAI. $CIFR $WULF - $GOOGL through Fluidstack as anchor. $NBIS - Buildout for $MSFT and $META. It's an extremely nuanced sector but whol sector selloff/fears like OpenAI presents a buying opportunity too for the more isolated"
X Link 2025-12-11T02:09Z 13.9K followers, 1401 engagements

"OpenAI was the clear leader before. Now Gemini XXX surpasses it in image generation. Claude Opus XXX surpasses it in coding. Can go down the line. It looked like ChatGPT couldnt be disrupted after they got first movers advantage. Now from similarweb data we can see popularity with Gemini growing vs ChatGPT. And im sure theyre a lot more cost effective as well using in house TPUs for inference. OpenAI tried making the whole industry dependent on it by asking Mag7 + government to backstop their contract promises so they all go down the ship together but that ended up flopping. AI industry as a"
X Link 2025-12-11T07:42Z 13.9K followers, XXX engagements

"I entered $ALAB $NBIS $TSM and $LITE because of Mag7 funneling revenue numbers into them. Lite uniquely because of its role in GOOGL TPU v7 AMZN Trainium v3/4 and NVDA Blackwell. But there's a new one I found out about. A small cap $3B player that fits the thesis: Name - $AAOI A small cap photonics player and one of the two photonics players I'm invested in: X. Lumentum is uniquely positioned in every single supply chip deployment/ramp as the Optical Circuit Switching technology is used in Blackwell Trainium and Ironwood as a "scale-across" type technology. $LITE wins no matter what."
X Link 2025-12-11T22:10Z 13.9K followers, 46.7K engagements

"$SNAP is incredibly undervalued at $XXXX. - Snapchat cutting opex costs with GCP and converting that to revenue. - Perplexity deal adding $400m in equity/cash on top of existing revenue. Net FCF Is estimate from these changes is +$630M (+$190M opex cloud memory revenue +540M storage cogs -$100m) late 2026 early 2027. The CEO selling $10M in shares is not material especially when there's $500M in buybacks. $SNAP doesn't need to be $META it never will. At a $13B marketcap it just needs to cut costs and improve FCF from its $1.5B-$2B quarterly revenue (55% gross profit margins). Then it will be"
X Link 2025-12-12T06:54Z 13.9K followers, 11.1K engagements

"Interesting take but I disagree. $SNAP should have just scrapped any AR development (like $META for Metaverse) given how much capex spend it is. And just went out and say: "We're a social media company" + compete vs Tiktok/Meta by acquiring social media companies like early stage Facebook (instead of hardware ones) with FCF. $SNAP would have been a $80B+ company by now but the fact they're not producing more FCF after all these years is just incredibly stupid and a testament to how bad the CEO + vision is. But they did the one thing I wanted Evan to do which was cut GCP costs and monetize"
X Link 2025-12-12T08:53Z 13.9K followers, XXX engagements

"@ParkerOrtolani Im sorry but if anyone wears this OpenAi merch in public theyre probably going to get bullied"
X Link 2025-12-12T13:26Z 13.9K followers, 15.8K engagements