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@seafullofsharks Avatar @seafullofsharks Arth Patel

Arth Patel posts on X about $nbis, $iren, $cifr, vix the most. They currently have XXX followers and XX posts still getting attention that total XXXXXX engagements in the last XX hours.

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Mentions: XX #

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Followers: XXX #

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Social category influence stocks XXXXX% finance XXXXX% technology brands XXXXX% vc firms #574

Social topic influence $nbis #22, $iren #37, $cifr #25, vix 4.41%, stocks 4.41%, microsoft 4.41%, nbis #21, gtc 2.94%, ipo #672, what i XXXX%

Top accounts mentioned or mentioned by @unusualwhales @deitaone @mktmavpro @stockstormx @babyfolio @bismaniacpyk @genzinvest0r @accountingds @frankmakrides @bonnmarqqx @brentetrader @educamos2024 @ecommerceshares @neuralcadence @accounting_ds @bobbstacks @nikoliasgoninus @mrderivatives @zeffpena @mvcinvesting

Top assets mentioned Nebius Group N.V. Class A Ordinary Shares (NBIS) IREN Limited (IREN) Cipher Mining Inc. Common Stock (CIFR) Microsoft Corp. (MSFT) Uber Technologies, Inc. (UBER) Spotify Technology (SPOT) Vixco (VIX) MP Materials Corp. (MP) Energy Fuels Inc. (UUUU) USA Rare Earth, Inc. Class A Common Stock (USAR)

Top Social Posts #


Top posts by engagements in the last XX hours

"$NBIS AI CapEx spending. Oh my. When management provides updates on the ER how much do you think we will pop"
X Link @seafullofsharks 2025-10-14T19:20Z XXX followers, 4747 engagements

"$NBIS Says Well have news to share before and during NVIDIA GTC. How quickly people forget. Could be interesting for the whole space. $IREN $CIFR"
X Link @seafullofsharks 2025-10-23T00:17Z XXX followers, 10K engagements

"$NBIS Ownership of Clickhouse could be such a big win down the line. They are on the cap table and likely have anti dilution rights. *Only my opinion. My fund owns shares. Not financial advice"
X Link @seafullofsharks 2025-10-07T23:27Z XXX followers, 2389 engagements

"$NBIS Clickhouse gearing up for IPO Nebius owns 28%. Nebius portfolio is first class. Like NVIDIA they are fantastic investors"
X Link @seafullofsharks 2025-10-09T10:23Z XXX followers, 3305 engagements

"$NBIS Posts full of blownup accounts from leverage are rampant. All on a X% down day. But the real risk might not be the drop itself it's the crowded inverse VIX trade. We've seen this before. 2018 Volmageddon didn't happen because stocks crashed. It was the single largest daily VIX spike on record. The markets only dropped 4%. It happened because inverse volatility bets blew up. The VIX rose XXX% in one day. On just a X% down day. There were too many short Vol through ETPs which are back and full of life. CTA positioning is maxed out to the long side. Any selling will be amplified through"
X Link @seafullofsharks 2025-10-11T19:11Z XXX followers, 7568 engagements

"$NBIS Microsoft has admitted its hitting the limits of AI compute. Remember this going into next week. No trade squabble will change this. It will create what I hope will be an opportunity to pick up on the cheap. It is paramount that hedges are kept when leverage is used. VIX calls are a friend as CTAs are forced to automated selling. Maxed out long means they must sell into any pressure. These moves are not fundamental. Thats where the alpha is. Know this. *Full Disclosure my fund owns shares. Not financial advice. Only opinions"
X Link @seafullofsharks 2025-10-12T02:21Z XXX followers, 10.2K engagements

"$NBIS So much for a pullback. We continue. Least path of resistance is up. Trumpet could have given us one day for a bargain hunt. 🤷♂"
X Link @seafullofsharks 2025-10-12T18:15Z XXX followers, 4248 engagements

"$NBIS ClickHouse is scaling at one of the fastest rates in modern data infrastructure: Revenue growing XXX% year over year sustaining triple digit expansion at enterprise scale. Now serving over 1000 enterprise customers including Netflix Uber EBAy Spotify and leading AI platforms. Delivers order of magnitude faster performance (up to 10x) than legacy analytical databases. Open source adoption is exploding making it the de facto standard for real time analytics. It underpins core infrastructure for AI inference observability and real time decisioning. Last round valued the company at $2.1B"
X Link @seafullofsharks 2025-10-14T21:07Z XXX followers, 4822 engagements

"@mvcinvesting Clickhouse IPO seems like it should be close"
X Link @seafullofsharks 2025-10-15T18:12Z XXX followers, 2133 engagements

"$VIX Is at $XX. In 2018 Volmageddon caused the single largest spike in history 104%. Leading up to February 2018 investors had crowded into short volatility ETPs betting on low market volatility. The market only dropped X% on that day. Its not the market that will collapse its the VIX shorts. $VIX calls are the best hedge. No need to sell core positions considering risk is currently macro. $NBIS $CIFR $IREN"
X Link @seafullofsharks 2025-10-16T16:56Z XXX followers, XXX engagements

"$NBIS without data centers GDP growth only .1%.😏"
X Link @seafullofsharks 2025-10-17T15:18Z XXX followers, 3448 engagements

"The pullback in AI Infrastructure this week is very normal. Nothing goes up in a straight line. With $NBIS earnings coming up $XXX will be laughable in my opinion. No chart doodler or fear monger will change this fundamental shift that will be on full display during earnings season. $IREN $CIFR"
X Link @seafullofsharks 2025-10-18T16:54Z XXX followers, 9044 engagements

"Robotics is set to be the next AI boom FMI projects greater than XX% CAGR to 2035 and Goldman calls it a $10T+ productivity unlock. But robots dont work without massive GPU compute and AI infrastructure. If Robotics builds the body AI compute is the spine. $NBIS $IREN $CIFR"
X Link @seafullofsharks 2025-10-18T22:24Z XXX followers, 9165 engagements

"@unusual_whales That is very stupid. This argument ignores history. AWS massively overbuilt capacity in the 2010 and everyone said it wouldnt pay off. It did"
X Link @seafullofsharks 2025-10-19T01:52Z XXX followers, 27.1K engagements

"***Microsoft worried about overbuilding AI Infrastructure and not making money I dont think Microsoft leaders are as worried about overbuilding AI infrastructure as this makes it seem. AWS bet big on overbuilding data centers in the 2010s even when skeptics called it reckless. They kept scaling way ahead of demand which let them ride the explosion of cloud computing. That infrastructure play paid off big cementing AWS as the backbone of so much of the internet. In AI demand is compounding even faster. $NBIS $IREN $CIFR"
X Link @seafullofsharks 2025-10-19T02:06Z XXX followers, XXX engagements

"Running down DC stocks this morning is either institutional tactics to enter or pure stupidity. $NBIS $IREN $CIFR"
X Link @seafullofsharks 2025-10-20T14:18Z XXX followers, 5515 engagements

"$NBIS Earnings date 10/29"
X Link @seafullofsharks 2025-10-20T16:13Z XXX followers, 31.7K engagements

"After a large loss you feel like an idiot. You dont feel like putting anything else on. Then an elephant walks by and your guns not loaded Michael Platt $NBIS $IREN $CIFR"
X Link @seafullofsharks 2025-10-20T16:36Z XXX followers, 1063 engagements

"@Educamos2024 Cant give a PT publicly. Im a fund manager. All I can say is Im bullish.💪"
X Link @seafullofsharks 2025-10-20T18:01Z XXX followers, XX engagements

"Love all these new AI infrastructure 🐻s emerging. As always fears of execution risk is at the forefront of their thesis. Never bet against great management innovation demand QE and non restrictive monetary policy. In other words you cannot stop a tsunami. $NBIS $IREN $CIFR"
X Link @seafullofsharks 2025-10-20T20:36Z XXX followers, 1189 engagements

"@ecommerceshares Never interrupt compounding in the words of Charlie Munger"
X Link @seafullofsharks 2025-10-21T15:09Z XXX followers, XXX engagements

"@MktMavPro Oh yes. Also Institutions have been piling into calls on our AI names. Classic entry tactics"
X Link @seafullofsharks 2025-10-21T15:58Z XXX followers, XXX engagements

"50 Bps rate cut $NBIS $IREN $CIFR"
X Link @seafullofsharks 2025-10-21T16:05Z XXX followers, 4839 engagements

"Never relent on your conviction unless information changes. No information has changed. It is solely a matter of media blitz that is causing pain over the last week. If you want to dine with the gods you must be battle tested. $NBIS $IREN $CIFR"
X Link @seafullofsharks 2025-10-22T18:14Z XXX followers, XXX engagements

"Wise words from a legend. Know your hand. Know the bluff. Never get SCARED out of positions. $NBIS $IREN $CIFR"
X Link @seafullofsharks 2025-10-23T00:27Z XXX followers, XXX engagements

"$NBIS Top institutional investors: Orbis Allan Gray Ltd Fred Alger Management LLC Accel Leaders X Associates L.P Slate Path Capital LP I would not be shocked if Renaissance Medallion Fund jumps in on this. This is a Quants dream. Also would not be shocked if Tiger Global Management does. The 13Fs will be very telling. *Full Disclosure my funds owns shares. This is not Financial Advice"
X Link @seafullofsharks 2025-09-30T14:54Z XXX followers, 3336 engagements

"$MP Would fit the mould. Also XX% US ownership. JP Morgan pledges $10B to companies Essential to National Security $UUUU $USAR"
X Link @seafullofsharks 2025-10-13T23:25Z XXX followers, XXX engagements

"$CIFR Earnings date 11/3 $NBIS $IREN"
X Link @seafullofsharks 2025-10-20T22:41Z XXX followers, 1330 engagements

"The most important quality for an investor in a hedge fund is the ability to withstand volatility. Ray Dalio. $NBIS $IREN $CIFR"
X Link @seafullofsharks 2025-10-21T15:16Z XXX followers, 1300 engagements

"Just in. Data Centers and AI is not dead 😏 $NBIS $IREN $CIFR"
X Link @seafullofsharks 2025-10-23T20:20Z XXX followers, XXX engagements

"If we see a 50bps rate cut at the next FOMC where will the following stocks be trading $NBIS $IREN $CIFR"
X Link @seafullofsharks 2025-10-18T17:55Z XXX followers, 6260 engagements

"This is when institutions are stepping in. Chill. This is much more ideal action running into earnings than running in hot. $NBIS $IREN $CIFR"
X Link @seafullofsharks 2025-10-21T15:06Z XXX followers, 4093 engagements

"Data Centers and AI is dead $NBIS $IREN $CIFR"
X Link @seafullofsharks 2025-10-22T00:52Z XXX followers, 55.9K engagements

"Dont get shaken out of DCs especially when its best days yet are ever so close. $NBIS - NVIDIA GTC on 10/28-10/29 Earnings- 11/11 $IREN - Earnings 11/6 $CIFR- Earnings 11/3"
X Link @seafullofsharks 2025-10-23T14:21Z XXX followers, 2911 engagements

"Well done to everyone who is holding. $NBIS $IREN $CIFR"
X Link @seafullofsharks 2025-10-23T22:05Z XXX followers, 3001 engagements

"Jane Street X% stake in $CIFR $NBIS $IREN"
X Link @seafullofsharks 2025-10-23T23:09Z XXX followers, XXX engagements