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@babyfolio Avatar @babyfolio Babyfolio

Babyfolio posts on X about $nbis, $iren, ai, nbis the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.

Engagements: XXXXX #

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Mentions: XX #

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Followers: XXXXX #

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CreatorRank: XXXXXXX #

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Social Influence

Social category influence stocks XX% finance XXXX% technology brands XXXXX% automotive brands XXXX% cryptocurrencies XXXX%

Social topic influence $nbis #32, $iren #43, ai 10.23%, nbis #6, $cifr #123, stocks 4.55%, $crwv #131, $tsla #1083, business 3.41%, all in #1171

Top accounts mentioned or mentioned by @accountingds @accounting_ds @aleabitoreddit @wbinvests @yodastockinvest @nebiusai @shabamlo @genzinvest0r @pepemoonboy @thestocksking @wheelieinvestor @funofinvesting @ronenhayempour @docofgothm @theinformation @dannyquark @jhonbrown94 @yuxianshii @amitisinvesting @iamtomnash

Top assets mentioned Nebius Group N.V. Class A Ordinary Shares (NBIS) IREN Limited (IREN) Cipher Mining Inc. Common Stock (CIFR) CoreWeave, Inc. (CRWV) Tesla, Inc. (TSLA) Oracle Corporation (ORCL) Microsoft Corp. (MSFT) Metadium (META) Uber Technologies, Inc. (UBER) NVIDIA Corp. (NVDA) fuboTV Inc. (FUBO) Cloudflare, Inc. (NET) Shopify Inc (SHOP) SPDR S&P XXX ETF Trust (SPY) UiPath, Inc. (PATH) ZetaChain (ZETA) Alphabet Inc Class A (GOOGL) Advanced Micro Devices (AMD) Oklo Inc. (OKLO) Peloton Interactive, Inc. Class A Common Stock (PTON) Lemonade, Inc. (LMND) Sea Limited (SE) Bitcoin (BTC)

Top Social Posts

Top posts by engagements in the last XX hours

"Most of $IREN short float is institutions hedging the convertibles so I would take this number with a grain of salt"
X Link 2025-12-10T18:08Z 4935 followers, 4712 engagements

"Brutal sell-off in $NBIS and the rest of the market what's the macro issue that caused it"
X Link 2025-11-13T19:06Z 4925 followers, 54.2K engagements

"$89 $NBIS - $22.5B Market cap. What we know: $XXXX $MSFT deal $3B $META deal Portfolio of excellent growing customers (Cursor Shopify Cloudflare and more) Portfolio of excellent startup companies (ClickHouse Avride Toloka and TripleTen) Why are you worried about a gap"
X Link 2025-11-19T05:55Z 4930 followers, 9430 engagements

"@mrknowtalk In my opinion No. $NBIS will become the biggest IMO Better management better portfolio better customer diversity and better financing options and a fairly clean sheet $CRWV is only on big contracts and very concentrated with huge loads of debt and terrible balance sheet"
X Link 2025-11-30T08:03Z 4929 followers, XXX engagements

"Overnight session: $NBIS $XXXX -XXX% 🔴 $IREN $XXXXX -X% 🔴 $CIFR $XXXXX -XXXX% 🔴 INDICES: $SPY - XXXX% 🔴 $QQQ - XXXX% 🔴 So what's the news today"
X Link 2025-12-01T05:13Z 4926 followers, 42.7K engagements

"What pair are you betting on for the next X years and why Infrastructure: $NBIS / $IREN AI Application Layer: $ZETA / $PATH Megacaps: $META / $GOOG Chips: $NVDA / $AMD Ridehailing & Robotics: $TSLA / $UBER Drop your pick below"
X Link 2025-12-01T07:53Z 4933 followers, 7071 engagements

"$IREN dilution is expected. expect more dilutions from $NBIS $CIFR and all your favorite GPU buyers. The question you need to ask yourselves - is the ROI on that dilution going to justify it if the answer is yes then there's no problem"
X Link 2025-12-02T05:42Z 4936 followers, 41.7K engagements

"$NBIS is holding XX% of the gem called ClickHouse. Imagine how much they'll be worth on IPO. In my opinion - ClickHouse will IPO $15B valuation"
X Link 2025-12-02T13:00Z 4930 followers, 22.3K engagements

"Some people in my comments say $NBIS at current price has X years of perfect execution priced in. Curious to know do you guys $NBIS is cheap or overvalued / priced to perfection"
X Link 2025-12-02T18:01Z 4937 followers, 11.1K engagements

"@Docofgothm @pepemoonboy Still feel they're more mispriced than $IREN Don't forget about the subsidiaries. Without them $NBIS is around 14-19B depending on what value you attach them with"
X Link 2025-12-03T13:04Z 4922 followers, XXX engagements

"$UBER announces self driving cars(powered by $NBIS Avride) in Dallas $UBER +4% 🟢 $NBIS -XXX% 🔴 😂🤡"
X Link 2025-12-03T17:07Z 4930 followers, 11.9K engagements

"What's your cost basis on $NBIS I'll start with mine: $XXX First entries were $50-70"
X Link 2025-12-04T17:29Z 4934 followers, 36.2K engagements

"Definitely agreed concentration is key. For me it's $NBIS which is it for you"
X Link 2025-12-05T12:09Z 4932 followers, 15.8K engagements

"$OKLO up XX% on 2045 site $NBIS guided for $7B-$9B ARR in 2026 and is down around XX% from that announcement. Cool"
X Link 2025-12-05T19:36Z 4934 followers, 10.9K engagements

"@genZinvest0r They're a bunch of hypocrites and clowns"
X Link 2025-12-05T20:54Z 4926 followers, XXX engagements

"@jiahanjimliu Why did you decide not to invest in $NBIS Personally never thought you hated $NBIS"
X Link 2025-12-07T04:53Z 4926 followers, XXX engagements

"When did you all start your investing journey My journey started in 2017 still lived with my parents and poured everything I made from salaries (very low salary at the time) into the market. Biggest winner in % and total value $TSLA from 2018-2025 Biggest loser in % $NVDA in 2017 (really 😂) Biggest loser in total value $TSLL in 2025 with leverage since then - no more leverage. My top stocks for the next 2-3 years: $NBIS and $IREN. What's your story"
X Link 2025-12-07T06:10Z 4926 followers, 7556 engagements

"@LulamaVunene @Leo_Traydes Was all in $TSLA And inbetween had some winners in $SE $NET $PTON $LMND"
X Link 2025-12-07T08:29Z 4929 followers, XXX engagements

"Feeling like my feed is an AI echo chamber. I'm not getting the real vibe on the sector and stocks like $NBIS $IREN $ORCL and OpenAI. Outside of My circle IRL is clueless no one talks stocks so Im crowdsourcing to you all 🙏 Is the general sentiment - an AI bubble"
X Link 2025-12-07T17:21Z 4926 followers, 2111 engagements

"If youre checking a stock every day and feeling stressed. that's telling you youre overexposed. Position sizing is a mental game. A good rule of thumb: If a stock can drop hard and you still feel calm your sizing is right. How do you decide your position size"
X Link 2025-12-08T06:15Z 4925 followers, 6276 engagements

"$BTC is basically manipulating $IREN and $CIFR until AI revenue becomes the main story. If we get a sharp BTC decline I'm calling it an irrational dip. This is exactly where you'd want to be loading massively"
X Link 2025-12-08T15:44Z 4926 followers, 3377 engagements

"@DeepValueBagger What tools are you building Curious to know"
X Link 2025-12-09T18:28Z 4935 followers, XXX engagements

"@accounting_ds @pepemoonboy You can start with whatever the amounts just won't be that meaningful but it will get your hands dirty early which is good"
X Link 2025-12-09T19:55Z 4935 followers, XX engagements

"@DanielWhitmore_ I think earnings will be the only factor now"
X Link 2025-12-10T14:09Z 4932 followers, XXX engagements

"@YodaStockInvest No "Entertainment $FUBO""
X Link 2025-12-10T17:07Z 4937 followers, XXX engagements

"@accounting_ds You should be buying for serious business not for fun"
X Link 2025-12-10T18:26Z 4934 followers, XXX engagements

"@accounting_ds @nebiusai 😂 😂 😂"
X Link 2025-12-10T18:53Z 4934 followers, XX engagements

"@accounting_ds @nebiusai 😂 😂 😂"
X Link 2025-12-10T19:14Z 4937 followers, XX engagements

"@TheStocksKing Don't even remember it was years ago tried lithium gold and silver"
X Link 2025-12-10T20:50Z 4925 followers, XX engagements

"You dont have to choose only one. $NBIS $IREN $CIFR can all win. BUT I think the market is sleeping on $NBIS. Cheaper better long-term upside best management and employees and their AI cloud will become a major player if they execute. Most "bare-metal bulls" ignore this part completely and don't believe that they will scale. Am I wrong Disclaimer: I'm long $IREN and $NBIS"
X Link 2025-11-27T07:29Z 4938 followers, 25.4K engagements

"@YodaStockInvest What's your $FUBO thesis Who's your $FUBO goto guy"
X Link 2025-12-09T19:14Z 4937 followers, XXX engagements

"I'm not him but I think they're both important. CCs are much less riskier inherently(you only lose upside potentially) and you can be X cash for it. CSPs force you to be in cash which can't be used till the option expires - here you lose buying power and can potentially lose upside too"
X Link 2025-12-09T19:44Z 4937 followers, XXX engagements

"@accounting_ds @nebiusai Im sorry they probably skipped you because you were mingling with other women ( $CIFR)"
X Link 2025-12-10T18:50Z 4938 followers, XXX engagements

"@accounting_ds @nebiusai Your odds are better trying to get a $TE shirt"
X Link 2025-12-10T18:57Z 4937 followers, XXX engagements

"@accounting_ds Sick average though"
X Link 2025-12-04T19:36Z 4934 followers, XXX engagements

"@Asmallfish5 It should it'd be good for the sector"
X Link 2025-12-09T06:07Z 4935 followers, XX engagements

"@accounting_ds @nebiusai Time to beg the ceo"
X Link 2025-12-10T19:10Z 4935 followers, XXX engagements

"Prediction: $NBIS will be 300$ by end of 2026 Bookmark this and check back later. I might actually all in this"
X Link 2025-09-13T21:06Z 4934 followers, 209.5K engagements

"See It was FUD Stop believing external sources especially trash like @theinformation $NBIS dropped massively on these news what a joke😂"
X Link 2025-12-03T16:40Z 4934 followers, 6907 engagements

"Mark Boroditsky: "We're building a hyperscaler" at UBS December 3rd. Gotta love how ambitious $NBIS management is"
X Link 2025-12-04T04:59Z 4934 followers, 6349 engagements

"Probably nothing $NBIS"
X Link 2025-12-05T16:59Z 4934 followers, 11.7K engagements

"More trash $NBIS FUD that will be proven worthless in the future"
X Link 2025-12-05T19:19Z 4934 followers, 8781 engagements

"Sentiment around AI infrastructure is really bad. AI bubble talk is close to peak. That's a good thing you want to buy good companies when they're hated. So if you ever wondered when is a good time to pick up some $NBIS $IREN and even $CIFR. This is it"
X Link 2025-12-06T06:23Z 4934 followers, 3068 engagements

"Do you think $NBIS is mispriced because it's based in Europe If not why do you think it's mispriced (or you don't think it's mispriced at all)"
X Link 2025-12-06T15:28Z 4934 followers, 17.6K engagements

"@SpacBobby They just published the $XXX PT why reiterate so early"
X Link 2025-12-09T15:28Z 4934 followers, 1627 engagements

"$NBIS is currently at a point where the company price action doesn't reflect the underlying business. This means the risk reward is way of the charts. When this trades at $200+ don't call me lucky. When do you think $NBIS will get re-rated"
X Link 2025-12-10T06:14Z 4935 followers, 20.9K engagements

"The bearish sentiment on AI infra in my comments is off the chart. I am being told it's obvious how much dilutions there will be that will kill the stocks. This is a great spot to be in because when $NBIS was $130-$140 and $IREN $XX I never received a single bear comment"
X Link 2025-12-03T10:23Z 4935 followers, 11.3K engagements

"Some people think of me as $NBIS only account. But I have to clarify that I never plan on holding anything for decades. I usually have 2-3 years outlook and I constantly reevaluate based on company performance. So if $NBIS keeps executing I might be holding for years but it depends on their execution. I always advice against marrying stocks in the end your capital is at risk the company doesn't even know you exist. Make sure to follow the company throughout the investment cycle and always reevaluate instead of "I hold for XX years no matter what". With that said $NBIS is on the right path to"
X Link 2025-12-06T17:45Z 4935 followers, 12.7K engagements

"$CRWV continues to accumulate trash level debts at record phase"
X Link 2025-12-08T12:32Z 4935 followers, 11.4K engagements

"I doubt $NBIS ATM offering is close to completion or even started. Why Past few days average volume is significantly low (close to 8M volume compared to 21M average) What price do you think they'll start the sale"
X Link 2025-12-09T16:02Z 4935 followers, 12.7K engagements

"What other sectors are you guys invested in outside of AI and energy Or are you all in AI and energy Outside of $NBIS and $IREN I have X% in $KRKNF which is a battery supplier to Anduril(most of the thesis)"
X Link 2025-12-10T14:24Z 4935 followers, 10.8K engagements

"I will also be getting official $NBIS merch pretty soon 🫶 Super appreciated @nebiusai 🙏"
X Link 2025-12-10T18:28Z 4935 followers, 9869 engagements

"The disbelief in OpenAI is causing contagion effect that is hitting $NBIS $IREN and other companies in the AI infrastructure sector. Do you guys think OpenAI will be able to fulfill their obligations or not"
X Link 2025-12-11T05:41Z 4935 followers, 12.4K engagements

"@chickvestor @jiahanjimliu It's related to OpenAI and they are directly linked to $CRWV and $ORCL the rest aren't involved"
X Link 2025-12-11T11:56Z 4935 followers, XXX engagements