@penguinvesting Avatar @penguinvesting The King Penguin

The King Penguin posts on X about $nbis, ai, $crwv, $iren the most. They currently have [--] followers and [--] posts still getting attention that total [--] engagements in the last [--] hours.

Engagements: [--] #

Engagements Line Chart

Mentions: [--] #

Mentions Line Chart

Followers: [--] #

Followers Line Chart

CreatorRank: [---------] #

CreatorRank Line Chart

Social Influence

Social category influence stocks finance technology brands cryptocurrencies countries automotive brands

Social topic influence $nbis, ai, $crwv, $iren, stocks, $bmnr, $eth, $nvda, $goog, business

Top accounts mentioned or mentioned by @endicottinvests @genzinvest0r @couchinvestor @mbhogan @mrderivatives @meeijer @hypertechinvest @datadinvesting @stockmktnewz @meetblossomapp @selfmademastery @babyfolio @krossroads @waltek192 @stockmarketnerd @patientinvestt @zeffpena @econovisuals @manonthepen @researchpulse1

Top assets mentioned Nebius Group N.V. Class A Ordinary Shares (NBIS) CoreWeave, Inc (CRWV) Iris Energy Limited (IREN) BITMINE IMMERSION TECH (BMNR) Ethereum (ETH) NVIDIA Corp. (NVDA) Alphabet Inc Class A (GOOGL) Palantir Technologies Inc. (PLTR) Metadium (META) Hims & Hers Health, Inc. (HIMS) Robinhood Markets, Inc. (HOOD) Pagaya Technologies Ltd. Class A Ordinary Shares (PGY) RAI Finance (SOFI) Oracle Corporation (ORCL) PayPal Holdings Inc (PYPL) Walmart, Inc. (WMT) Duolingo, Inc. (DUOL) Amazon.com, Inc. (AMZN) Bitcoin (BTC) McDonald's Corp (MCD) JPMorgan Chase (JPM) BlackRock Inc (BLK) IonQ, Inc. (IONQ) D-Wave Quantum Inc. (QBTS) 8B People vs [-----] Billionaires (8B) Costco Wholesale Corporation (COST) Novo-Nordisk (NVO) Eli Lilly and Company (LLY) Cipher Mining Inc. Common Stock (CIFR) Cloudflare, Inc. (NET) Costco Hot Dog (COST) Autozone Inc (AZO) Tesla, Inc. (TSLA)

Top Social Posts

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

"@DataDInvesting Market is irrational we all know that. There are definitely risks with $DUOL but pricing it at [--] FCF/share while growing revenue at 40% means that the market not just thinks growth will slow down but potentially go into stagnation or negative growth"
X Link 2025-11-06T18:03Z [--] followers, [---] engagements

"JPMorgan Chase $JPM has just bought around $102M worth of $BMNR Another strong signal from institutions that the future of finance is on the blockchain specifically on $ETH Tom Lee and his team has been executing sensationally increasing $ETH per share for $BMNR shareholders. 👉Although I see a way for Ethereum to pull back to the $2500 support level I remain bullish on the long term thesis and I'll average down if $BMNR dips further. You just cannot bet against Tom Lee"
X Link 2025-11-07T19:44Z [--] followers, [--] engagements

"Tom Lee recently highlighted in a show the followings: 🟢Ethereum $ETH network value today is 400B 🟢Global GDP is 90T 🟢Total size of financial markets is 200T+ He asked: "How much of that ends up on blockchains" "The idea according to Larry Fink (BlackRock CEO) is to move 100% of this onto the blockchain" Bottom line: If only a couple trillions end up on $ETH $BMNR shareholders will be rewarded immensely.🔥"
X Link 2025-11-09T11:42Z [--] followers, [---] engagements

"@Couch_Investor The guy is a monster. If he was a stock I would invest in him.😆"
X Link 2025-11-09T19:34Z [--] followers, [--] engagements

"Well if the [--] new major US greenfield sites that they were teasing would also get a big deal by the end of [----] then it is possible. If you think about how quickly they built out the first-phase in New Jersey I can see them having built out a part of those sites already and having a deal by the end of [----] even though those sites are no where at the moment"
X Link 2025-11-09T21:40Z [--] followers, [--] engagements

"JUST IN: $BMNR Tom Lee bought the dip last week he acquired [------] $ETH and now they have 3.51M in total Which is at the current $3600 price puts them around $13.3B of holdings. Exact share count is unknown but probably their NAV (net asset value) is around $40 Tom Lee continues to execute🔥"
X Link 2025-11-10T13:46Z [--] followers, [---] engagements

"@meeijer This quarter was just crazy. Who would have expected them to raise 1GW capacity to 2.5GW It is absolutely crazy. 1GW was already a blow out last quarter I honestly have no words for this execution"
X Link 2025-11-11T12:25Z [--] followers, [----] engagements

"@MB_Hogan It is absolutely astonishing. The fact that the market still keeps it down because of Ai and Capex fears and because it's still trading in sympathy with $CRWV and Bitcoin miners gives us a great buying opportunity"
X Link 2025-11-11T14:55Z [--] followers, [--] engagements

"$SOFI Yesterday officially launched its Crypto Offering🔥 Sofi became the first and only national bank to provide the opportunity to their members to buy hold and sell cryptocurrencies.✅ Based on their survey 60% of members said they want to invest in cryptos but they want to do it through the safety of a regulated national bank. If you think about it it could be the case. Most people are still don't know anything about cryptocurrencies like $BTC $ETH and $SOL so it seems logical that they would want to get their feet wet in a place they can trust instead of registering to an "unknown" crypto"
X Link 2025-11-12T14:08Z [--] followers, [---] engagements

"@StockMarketNerd Agreed. Especially when he posts about their "competitors" and tells they will go down"
X Link 2025-11-12T15:27Z [--] followers, [----] engagements

"The main datacenter plays $NBIS $CRWV $ORCL $IREN and others have experienced a significant decline the last couple of weeks. Here is what I think is happening👇 👉The market is pretty afraid of the Ai bubble. They are especially afraid of capex and that it won't have a reasonable ROIC (Return On Invested Capital). While I agree that some companies burn too much cash -and they will go bankrupt eventually like it always happens in every major economic cycle- a lot of these companies will be winners but they are being treated currently as if their deals didn't even happen. I'm especially"
X Link 2025-11-12T17:42Z [--] followers, [---] engagements

"Here Is Why Shorting a Stock Makes No Sense Unless You Are a Trader👇 👉The news of Michael Burry shorting $NVDA and $PLTR had a strong media echo in the recent days. He actually bought put options on them which is a much safer way to bet on the downside of equites but nevertheless the idea of shorting got quite trendy nowadays. I see people shorting quantum stocks or Ai stocks just because they seem overvalued. However logically it makes no sense unless you acknowledge that you are speculating or gambling on short-term price action. Here is a brief overview how shorting works and what are"
X Link 2025-11-13T11:43Z [--] followers, [--] engagements

"Here Is Why Shorting a Stock Makes No Sense Unless You Are a Trader👇 👉The news of Michael Burry shorting $NVDA and $PLTR had a strong media echo in the recent days. He actually bought put options on them which is a much safer way to bet on the downside of equites but nevertheless the idea of shorting got quite trendy nowadays. I see people shorting quantum stocks or Ai stocks just because they seem overvalued. However logically it makes no sense unless you acknowledge that you are speculating or gambling on short-term price action. Here is a brief overview how shorting works and what are"
X Link 2025-11-13T11:47Z [--] followers, [---] engagements

"Not at all. Short term every of these companies will be a winner IMO however there will be a time when demand slows and that's where it becomes important which companies have sustainable capital structures + healthy margins. The market does not care about the efficiency advantage of $NBIS yet but one day it will be huge"
X Link 2025-11-13T16:06Z [--] followers, [--] engagements

"@patientinvestt $OUST is getting juicy on this price"
X Link 2025-11-13T19:34Z [--] followers, [---] engagements

"1 Government shutdown - there for no macro data - therefore the FED saying they are not sure in rate cuts in December - therefore Funds go risk off [--] $ORCL took on $40B debt to finance it's capex because it's cheap but the market started worrying about financing the capex from debt and $CRWV also does not help that. Plus additional concerns popped up with Oracle and their backlog and this look especially bad without knowing inflation data that should have come in today"
X Link 2025-11-13T19:38Z [--] followers, [----] engagements

"@Zeff_Pena @EndicottInvests Growth stocks getting destroyed. A bit of a conviction test before heading into the Christmas rally hopefully"
X Link 2025-11-14T05:23Z [--] followers, [--] engagements

"Friendly reminder: $META is only up 6% in the last year. Last time it happened with $GOOG and $AMZN we saw what happened eventually The Street can be afraid of anything but that won't change the fact that Zuckerberg's company will stay here for a while and will play an important part in the Ai revolution. This is a great opportunity for people wanting higher returns than the S&P500 but don't want to put their money into risky small / mid caps"
X Link 2025-11-14T17:17Z [--] followers, [---] engagements

"@StockMKTNewz $PYPL Painpal welcomes you to the party"
X Link 2025-11-14T20:01Z [--] followers, [---] engagements

"Warning to $BMNR shareholders❤ Bitmine shareholders (yes me too) had to endure a lot of pain the last couple of weeks. And I'm sorry to say I see further ahead. Long-term I'm very bullish on $ETH and I trust Tom Lee's execution. However we just cannot ignore the fact that Ethereum is in a downtrend and failed to find any prolonged support. The next major support will be at $2500 and that would bring down $BMNR shares under $30 or even to $25 Long-term I don't think it's an issue actually it's bullish since they can acquire more Ethereum for less. But be careful before going all in. Personally"
X Link 2025-11-14T20:33Z [--] followers, [---] engagements

"I agree that the market probably does not believe these numbers especially in the light of what happened to $CRWV. But IMO there is a reason their guidance show a little sign "" before the 2.5GW. I don't think that's an overpromise. The 800-1GW active power is aggressive though but keep in mind that a lot of that is already booked with the hyperscalers so if they couldn't keep up the pace that could lead to a disaster. Personally I'm not worried about the execution risk"
X Link 2025-11-15T08:34Z [--] followers, [---] engagements

"@meetblossomapp @econovisuals $GOOG was a generational buy under $150"
X Link 2025-11-15T15:51Z [--] followers, [---] engagements

"@Mr_Derivatives $HIMS lowest since april as well"
X Link 2025-11-15T20:35Z [--] followers, [---] engagements

"Story time: In September [----] I bought $QBTS under $0.90 and $IONQ under $8 because I knew that quantum could explode one day. Back then I did not hear anybody talking about quantum computing. Sure it was an existing thing but everybody was hyping AI. I already thought about what could be the next hype story so I bought a bit in both them. Unfortunately after a couple of weeks later I changed my mind. Back then these stocks were traders' favorite because they literally pumped 10-15% one day then went back down the next day and it has been going on for a lot of time. I never had conviction and"
X Link 2025-11-16T08:42Z [--] followers, [---] engagements

"I came very close to your price target in my worst case scenario calculation (from the market perspective). My estimate was $8B ARR $12B revenue in [----] but applying the 7x forward EV/EBITDA multiple at the end of Dec [----]. That's basically where CoreWeave trades now after the recent sell off"
X Link 2025-11-16T16:14Z [--] followers, [----] engagements

"This wouldn't be great news for $HIMS. That's why I want them to diversify away from GLP1s and not just because of the lawsuit risk. Their recent lab-testing product is a great initiative of that but we need to see more of those products and their effect in the revenue-mix. 🚨 RUMOR: COSTCO WILL SELL WEGOVY STARTER DOSES FOR $199/MO STARTING TOMORROW NOVEMBER [--] - Costco now competitive with Hims ($199/mo) - $349/mo for other doses - TrumpRx will be $350/mo doesn't start till [----] - h/t @ManOnThePen @ResearchPulse1 $HIMS $NVO $LLY https://t.co/FGCnDCzxNv 🚨 RUMOR: COSTCO WILL SELL WEGOVY"
X Link 2025-11-16T18:26Z [--] followers, [---] engagements

"@Mr_Derivatives I'm curious whether the $BTC thesis is affected by the idea of tokenizing gold on $ETH"
X Link 2025-11-17T17:42Z [--] followers, [---] engagements

"$NBIS $IREN $CRWV $CIFR: A Comparison of Vertical Integration Among Datacenter Plays 🟢In this post Im going through all the vertical-integration layers including power land datacenters hardware and software. I will compare these companies and I also examine the strengths and weaknesses of each companys approach. My focus will be mostly on Nebius Iren and CoreWeave but I will touch on Cipher as well. For the summary table check out the picture I provided. If you enjoyed reading it and found it useful consider sharing it. Now lets jump right into it👇 ✅The Power (Physical Infrastructure Layer"
X Link 2025-11-17T17:59Z [--] followers, [---] engagements

"@Penderart Yes but that's why I was highlighting that Nebius will own more and more greenfield sites. But currently they only own the Finland site. (yes Birmingham too but that's not operational yet.)"
X Link 2025-11-17T18:47Z [--] followers, [--] engagements

"@meetblossomapp Let's see if $NVDA can save the AI trade"
X Link 2025-11-17T20:59Z [--] followers, [--] engagements

"RUMOUR: Databricks to raise money at $130B valuation. ClickHouse has to explode at this point. Bullish $NBIS"
X Link 2025-11-18T08:52Z [--] followers, [---] engagements

"@Couch_Investor @Cloudflare Restarting solves everything always"
X Link 2025-11-18T12:49Z [--] followers, [---] engagements

"⛔The market is so afraid of the AI Bubble that it somewhat turned into a fear mania at this point. It's a great confirmation that we are not in a bubble. Especially when $NVDA $META $AMZN $GOOG trades lower than $WMT and $COST on a forward p/e while growth stocks like $NBIS trades at 3x [----] ARR. [----] did not look like this"
X Link 2025-11-18T14:50Z [--] followers, [---] engagements

"📢Painpal $PYPL is only up 6% since the April lows. 🟢Since then: They bought back 38M shares and accelerated revenue growth to 7.3% YoY. Of course Paypal has weaknesses sure. However we saw what happened to $AZO stock. Sooner or later $PYPL has to make a move because the business isn't dying unlike the outstanding shares"
X Link 2025-11-18T15:51Z [--] followers, [---] engagements

"$IBKR's platform does not find bearish news for $NBIS I don't either.🐧"
X Link 2025-11-19T16:37Z [--] followers, [---] engagements

"$NVDA accelerated revenue growth to 62.5% YoY without the China market and they confirmed that we're still in the beginning of the AI story. This means that it's just the start for NeoClouds as well. $NBIS $CRWV Plus 🟢NONFARM PAYROLLS came in at +119K vs +51K expected. 🟡UNEMPLOYMENT RATE 4.4% vs 4.3% expected. This is not bad although weakness is clearly present. Now the question remains whether this is enough for the FED to continue to cut rates. December [--] will be an interesting day✅"
X Link 2025-11-20T13:58Z [--] followers, [---] engagements

"@SelfMadeMastery Not 52week low but $NBIS"
X Link 2025-11-21T16:10Z [--] followers, [----] engagements

"$NBIS will hit $12B revenue in [----] IMO🟢 That means they are trading at [---] [----] revenue currently which is just crazy. If they get to show great EBIT margins in [----] (they guided for 20-30%) then the market has to give them a multiple because they will be pretty profitable while still growing fast. In that case if they get a 5x multiple on their revenue then they would trade around 25-30 p/e which would be hilarious for this kind of a growth stock. That's why I think the market will pay at least [--] times sales for the company which means that it's an easy 5x in [--] years.🔥"
X Link 2025-11-21T16:22Z [--] followers, [---] engagements

"@meeijer Yeah that's the crazy part. WITH CONSERVATIVE estimates. IMO we'll see $12B revenue in [----] but I see ways that could be even more"
X Link 2025-11-21T16:54Z [--] followers, [---] engagements

"$BMNR reported a holding of [-------] $ETH as of November [--] [----]. 🟢They reported [---------] shares of common stock issued and outstanding as of November [--] [----]. This means at the current price of Ethereum ($2750) they have $2548 value / share. This excludes their $BTC holdings. 🔥It's great to see that they don't trade under NAV even in horrible market conditions. This means that once $ETH recovers $BMNR will go back above $50 or more"
X Link 2025-11-22T19:59Z [--] followers, [---] engagements

"@DataDInvesting Fed guy said he backs rate-cuts"
X Link 2025-11-24T20:57Z [--] followers, [----] engagements

"$NBIS will have around $4B revenue in [----] and probably $12B in [----] if they achieve their Dec 26' ARR guidance. 🟢If growth and demand remains very strong in the AI buildout but starts to decline a bit as it certainly will they could achieve around $60B revenue in [----]. Here is how: 2025: $500M 2026: $4B (up 700%) 2027: $12B (up 200%) 2028: $24B (up 100%) 2029: $40B (up 70%) 2030: $60B (up 50%) I know it sounds extremely aggressive and hard to imagine at this point. But I honestly do think it is a possibility since AI will certainly reshape the economy in the coming decade. If they achieve"
X Link 2025-11-30T22:26Z [--] followers, [----] engagements

"@babyfolio My order would be: $NBIS for highest asymmetrical upside $META and $GOOG for safety but still reasonable upside and $TSLA for potentially owning a part in a company that has the potential to take over the whole autonomy market"
X Link 2025-12-01T07:58Z [--] followers, [---] engagements

"$ORCL is the bad boy. The market feels to punish everybody collectively. Painful but long term doesn't mean anything it's still up to the $NBIS management team to execute and avoid the path of Oracle"
X Link 2025-12-12T16:36Z [--] followers, [---] engagements

"Merry Christmas and Happy Holidays for the stock market nerds Next year we're going to rise $NBIS $IREN $CRWV $HOOD $SOFI $PLTR $OUST $HIMS $BMNR $ETH ✅"
X Link 2025-12-24T16:32Z [--] followers, [---] engagements

"The fact that $NBIS always moves with $CRWV and $IREN no matter what news they get is just ridiculous. Even funnier when their subsidiary just doubles in value giving them billions freely yet other low quality miners are up harder for basically no reason"
X Link 2026-01-16T16:59Z [--] followers, [---] engagements

"@MirageWL8 It's getting awkwardly undervalued. $IREN worth around the 67% of $NBIS currently while Nebius guides for 2.5x more ARR by end of [----] has subsidiaries worth billions has better efficiency better expertise better offering and will have better margins"
X Link 2026-01-16T20:52Z [--] followers, [---] engagements

"@MB_Hogan "multiple despite comparable future margin potential" I'm sorry but it's not true. $PLTR has over 50% free cash flow margin $NBIS is nowhere near that and probably never will. I'm sorry but that's reality but that's not to say $NBIS isn't undervalued like crazy"
X Link 2026-01-20T14:25Z [--] followers, [---] engagements

"This market is crazy. $NBIS treated arguably worse than shit-quality miner companies or [--] revenue speculative companies. Doubling subsidiary value Who cares. Tripling ARR guidance Who cares. Random miner who almost went bankrupt starts a datacenter Let's pump it to a higher multiple than anything else $HIMS trading as cheap as a dead company. $PGY trading as a dead company too. $DLO trading like what they do worth nothing. $MSTR is slaughtered too. $PYPL trading like a company that doesn't even exist. Not to mention the software names like $DUOL $ADBE And it's all while we're only down around"
X Link 2026-01-21T16:51Z [--] followers, [---] engagements

"@Mr_Derivatives Sure but basically most growth stocks are down 30-50% at this point. The fact that indexes are close to highs doesn't show the slaughtering that has been going on for months now"
X Link 2026-01-29T16:28Z [--] followers, [---] engagements

"$HOOD up 1% on the news of Trump accounts but $SOFI getting crushed after destroying earnings and guiding for 30%+ CAGR until [----] Mr. Market never fails to surprise.🫶"
X Link 2026-01-30T16:22Z [--] followers, [---] engagements

"$SNDK $WDC $STX $MU Please be careful with memory stocks. They are pumping because there is a serious imbalance on the market right now but that won't last for ever. Memory chips have been and are commodities even more than datacenters. The moment the Street will have fears they will get crushed just as hard. Don't be exit liquidity. https://twitter.com/i/web/status/2017276981486723186 https://twitter.com/i/web/status/2017276981486723186"
X Link 2026-01-30T16:41Z [--] followers, [---] engagements

"@RobinhoodApp $IBKR has some things to say"
X Link 2026-02-03T16:33Z [--] followers, [----] engagements

"@genZinvest0r @MB_Hogan They literally talked about asset-backed debt in Q3 so it would be weird if market freaks out"
X Link 2026-02-03T19:42Z [--] followers, [---] engagements

"Let's face it. Today's stock market is a clown show. The street (and nobody) has an idea what AI is going to do to the world. You can argue AI can make a software like $DUOL but will it create a photoshop $ADBE If yes then why is $HOOD UI is a moat And what happens when physical AI will be here Will any physical product be a moat at all I see the market being in crisis because it's hard to imagine the world 5-10years from now. But this creates the opportunity. https://twitter.com/i/web/status/2019063538111676475 https://twitter.com/i/web/status/2019063538111676475"
X Link 2026-02-04T15:00Z [--] followers, [---] engagements

"If all software companies are dead because of vibe coding then why are infrastructure stocks are down like they are going bankrupt $NBIS $IREN $CRWV Don't we need a bit of computing power for that to happen🫢"
X Link 2026-02-04T15:40Z [--] followers, [----] engagements

"@Kross_Roads Great decision. Inference demand will just keep growing and $NBIS is priced for nuts with it's subsidiaries while having a killer management team. LFG"
X Link 2026-02-04T18:30Z [--] followers, [---] engagements

"@EndicottInvests Where did you get the 83% stake in AVRide As far as I'm aware they did not publish their remaining stake after $UBER invested in them"
X Link 2026-02-05T08:38Z [--] followers, [---] engagements

"🔥JUST IN:🔥 $GOOG earnings were so good that it has to drop by -5% $NBIS also has to drop -5% because the market cannot handle that their newest datacenter will generate more revenue alone than their current market cap $NVDA and $AMD also has to drop because $GOOG and $META guided for so much capex that it will make them too much money But fortunately $WMT and $KO are doing well because they are the future and they deserve a higher multiple than companies growing 30-40%+ 👉Honestly forget everything you learnt from investing books. This is [----] Wall Street Clown Show where narratives"
X Link 2026-02-05T13:00Z [--] followers, [---] engagements

"@EndicottInvests 1.2GW once fully built out will generate above $10B revenue yearly.so I guess we must take the market cap down further"
X Link 2026-02-05T14:26Z [--] followers, [---] engagements

"@Mr_Derivatives The guy should go to a casino. The amount of luck needed for being right while being completely wrong all the time is crazy"
X Link 2026-02-05T15:26Z [--] followers, [---] engagements

"@daniel_koss Turns out cheese burgers at $MCD has a significantly brighter future"
X Link 2026-02-05T15:29Z [--] followers, [---] engagements

"@genZinvest0r Will be funny when they come up with an ARR guidance higher than their market cap😂"
X Link 2026-02-05T15:33Z [--] followers, [---] engagements

"@KrisPatel99 @Kross_Roads If you want value buy $PGY. That's at least isn't in decline but priced the same or even cheaper than $PYPL"
X Link 2026-02-05T16:57Z [--] followers, [---] engagements

"@mvcinvesting Sell $NBIS quick because vibe coding will eat them too. In fact I just vibe coded a datacenter lol"
X Link 2026-02-05T21:06Z [--] followers, [----] engagements

"@meeijer We are at a point in the market when the fundamentals don't matter at all. But I don't mind there are always stocks that do 10x or 20x in a single year. Maybe $NBIS will be the next after this drawdown"
X Link 2026-02-05T21:48Z [--] followers, [----] engagements

"@genZinvest0r I was not joking when I said they might come up with a higher ARR guidance than their core business once we get to earnings. This market is disgusting tbh"
X Link 2026-02-05T22:04Z [--] followers, [----] engagements

"@Couch_Investor The quality difference between $NBIS and $IREN is just more and more obvious"
X Link 2026-02-06T13:30Z [--] followers, [---] engagements

"@HyperTechInvest Just wait until we see profitability. There is no way hyperscalers will give you a great margin just for owning a land and having gpus. Once they have the capacity this bare-metal business model is dead"
X Link 2026-02-06T15:00Z [--] followers, [----] engagements

"@waltek192 @HyperTechInvest Yes and that's why you won't create a business out of hyperscalers. Once they aren't in capacity shortage they won't overpay for your baremetal. You become a commodity while real neoclouds like $NBIS and $CRWV will survive with Enterprises depending on them"
X Link 2026-02-06T16:09Z [--] followers, [---] engagements

"@EndicottInvests But fortunately $MCD and $WMT pushing all time highs. I'm so afraid of a dotcom bubble 2.0"
X Link 2026-02-07T17:09Z [--] followers, [---] engagements

"@Couch_Investor Maybe this time Peter Lynch won't be enough. We might also need Jim Cramer telling us to sell everything"
X Link 2026-02-08T19:57Z [--] followers, [--] engagements

"And this guy is on the $IREN board. Redflags are everywhere with this company Pot. Kettle. Black. https://t.co/vxaolU9zAV Pot. Kettle. Black. https://t.co/vxaolU9zAV"
X Link 2026-02-11T08:00Z [--] followers, [---] engagements

"Next quarter they are going to reaccelerate. Q4 [----] was an outstanding quarter for crypto and q4 of [----] was a pretty bad one. Comparing the two revenue growth is still massive thanks to the whole platform growing plus the hypergrowth in prediction markets. Next quarter they will reaccelerate https://twitter.com/i/web/status/2021527669834211839 https://twitter.com/i/web/status/2021527669834211839"
X Link 2026-02-11T10:12Z [--] followers, [---] engagements

"@SelfMadeMastery $HOOD is a late Christmas present under $80🎁"
X Link 2026-02-11T16:51Z [--] followers, [---] engagements

"Vibe coding is so overhyped. Anyone tried AI for coding knows that it creates a ton of bugs. Just like it hallucinates when you ask a question and just like it gives completely false answers with 100% confidence. The beauty of it is that if you don't know what you should get as an output you believe it is right https://twitter.com/i/web/status/2021701653444108558 https://twitter.com/i/web/status/2021701653444108558"
X Link 2026-02-11T21:43Z [--] followers, [---] engagements

"$NBIS just as expected reported a VERY strong quarter with a ton of bullish news on margins equity stakes capEX financing and stuff. The earnings call was very good but obviously the stock is going to dump. I'll be posting a longer review of the most important things. Long $NBIS https://twitter.com/i/web/status/2021952379856314617 https://twitter.com/i/web/status/2021952379856314617"
X Link 2026-02-12T14:19Z [--] followers, [---] engagements

"People still don't understand $NBIS. To me it's crazy how many people showing off pictures and headlines that they missed revenue and EPS🤣 Like it matters nothing. [--]. Doesn't matter at all. Not even a little. Especially that the "misses" are set up by dumb analysts who have been were wrong on the company from the start and ask so useless and dumb questions on earnings calls that shows off they don't understand the business at all. Just to be clear $NBIS beat the midpoint of their guidance for revenue. But it's useless to state it because it doesn't matter at all. What's important is in the"
X Link 2026-02-12T14:46Z [--] followers, [---] engagements

""Most importantly we truly believe that these (Subsidaries) stakes will significantly increase in the midterm. When they will do so they will enable us to continue growing our business in an hyper-based mode." AKA they are not planning to sell significant amount from subsidiaries therefore "60% or more" comes from cashflow https://twitter.com/i/web/status/2021966920321298458 https://twitter.com/i/web/status/2021966920321298458"
X Link 2026-02-12T15:17Z [--] followers, [--] engagements

"@StockMKTNewz People taking back everything they said about $BMNR and Tom Lee🤭"
X Link 2026-02-12T15:46Z [--] followers, [---] engagements

"@genZinvest0r @MB_Hogan If you are right it's even better. Although I also interpreted the same way as Mark"
X Link 2026-02-12T21:05Z [--] followers, [--] engagements

"@yianisz Look at $PGY. University professors would scratch their eyes out. Efficient market is a myth in short term/medium term. Long term it's obvious"
X Link 2026-02-13T15:47Z [--] followers, [----] engagements

"@EndicottInvests $PGY is unbelievable at this point. I believe $9 has to be the absolute bottom on historical price to sales. But the company is better now and profitability keeps getting better and better as operating leverage came into play"
X Link 2026-02-13T21:27Z [--] followers, [---] engagements

"The $IREN power thesis is so overblown. Yes they have access to a certain amount of cheap power but that's not infinite. Electrical substations are also a significant upfront cost. Basically everything they win there they lose on the less efficient utilization of equipment which is why their $MSFT deal is much worse"
X Link 2026-02-14T17:55Z [--] followers, [---] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing