@yianisz Avatar @yianisz Yiannis Zourmpanos

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

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Social Influence

Social category influence stocks #2684 finance #6127 technology brands 23.81% cryptocurrencies #6022 countries 1.9% social networks 0.95% exchanges 0.95%

Social topic influence $nbis #20, ai 25.71%, $iren #19, $crwv #9, $cifr #31, bullish #102, meta 6.67%, money 6.67%, $spy 6.67%, flow #2619

Top accounts mentioned or mentioned by @toptechstocksus @kawamurahi44751 @stockmeetups @kz_6pv @smatthewschultz @culperresearch @midascabal @tipranks @krakenrobotics @uvyatm @meeijer @andrewdudum @himshouse @sjcapitalinvest @cruxcapital @boknows_6980 @troyoncapital @timprovisediy @mohamedbahrain9 @themarketjarl

Top assets mentioned Nebius Group N.V. Class A Ordinary Shares (NBIS) Iris Energy Limited (IREN) CoreWeave, Inc (CRWV) Cipher Mining Inc. Common Stock (CIFR) SPDR S&P [---] ETF Trust (SPY) Microsoft Corp. (MSFT) Metadium (META) Advanced Micro Devices (AMD) Vixco (VIX) Eos Energy Enterprises, Inc. (EOSE) Applied Optoelectronics, Inc. (AAOI) NVIDIA Corp. (NVDA) Ondas Holdings Inc. Common Stock (ONDS) ZetaChain (ZETA) Alphabet Inc Class A (GOOGL) Hims & Hers Health, Inc. (HIMS) Bitcoin (BTC) Palantir Technologies Inc. (PLTR) CLEANSPARK INC (CLSK) Applied Digital Corp. (APLD) RAI Finance (SOFI) Strategy (MSTR) Taiwan Semiconductor (TSM) Snap, Inc. (SNAP) Oscar Health, Inc. (OSCR) Centene Corp (CNC) UnitedHealth Group (UNH)

Top Social Posts

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

"$SNAP is back on my radar the business model is changing. The stock has lost roughly 95% from its peak and for years the criticism was fair: growth without profits heavy spending weak shareholder returns. But management is no longer chasing user growth at any cost. Theyre tightening infrastructure spend controlling expenses and focusing on turning revenue into consistent earnings and cash flow. In short the story is shifting from growth experiment to operating leverage. The market still prices Snap like a fragile turnaround. The financial profile is starting to look more disciplined and"
X Link 2026-02-14T14:52Z 17.6K followers, 23.5K engagements

"Dont buy the $OSCR downgrade narrative. Raised FY25 rev to $12.1B in Q1. No walk-back even after $CNC collapsed. Now analysts slash PTs to $8 citing the same macro noise Oscar already priced in Thats not fundamental analysis. Its reflexive pessimism. Wall Streets playbook: Downgrade on macro noise Slash PTs to $8 Institutions accumulate Future upgrade on resilience $OSCR $8 price target after raising revenue guidance by $1 billion (now 30% YoY growth) And reducing SG&A All while sector leaders $UNH & $CNC are withdrawing guidance Tell me you are working for short sellers without telling me"
X Link 2025-07-23T13:49Z 16.7K followers, 116.2K engagements

"Most investors see $EOSE strong bull run as euphoria its actually structural. Short interest still 30% of float but whales are loading long: $2.9M calls at $12.50 and heavy dark-pool buys near $13. Institutions also sold $2$5 puts worth $2.8M betting the floor is in. This isnt hype its positioning for a squeeze-plus-re-rating"
X Link 2025-10-06T12:56Z 16.7K followers, 42.8K engagements

"Everyones focused on GPUs. The real bottleneck is power + land. $IREN just raised $875M in 0% convertibles with capped calls set at a 100% premium. Thats not a weak balance sheet move its a bet on being one of the few players with 2.9GW of secured renewable power and 810MW already running. While most chase chips IREN is quietly turning into an energy-backed AI infrastructure play"
X Link 2025-10-09T10:25Z 16.8K followers, 36.3K engagements

"Why $NBIS didnt crash and why $CRWV investors will rotate soon. CoreWeave rents grid power. Nebius builds it. CRWVs delays came from 3rd-party powered-shells stuck in utility queues. Nebius sidestepped the grid entirely with behind-the-meter solar + storage already live in NJ. Every MW Nebius adds is self-powered financed by hyperscaler deposits ( $MSFT + $META) not bank debt. Thats why one missed revenue and held flat while the other beat and crashed. Control your power control your destiny"
X Link 2025-11-12T12:31Z 16.7K followers, 40.5K engagements

"Dont fear the AI bubble - fear the debt machine funding it. Michael Hartnett Bank of Americas chief strategist and one of Wall Streets sharpest macro voices isnt calling the end of AI. Hes calling out the funding model powering it. the warning targets the AI big spenders: $AMZN $MSFT $GOOGL $META $ORCL. And $ORCL's crash Simple: huge AI capex slow bookings rising debt. When growth lags leverage the market hits the brakes fast. Hyperscalers are flooding the bond market to feed the AI datacenter arms race pushing credit spreads to levels that usually precede stress. Think 1999: massive capex"
X Link 2025-11-13T11:00Z 16.8K followers, 15.4K engagements

"$NBIS drawing down amidst the tech selloff is a gift"
X Link 2026-01-30T15:03Z 16.6K followers, 28.2K engagements

"Ive been following $ONDS closely and this pullback feels very familiar. 19% of the float is short. 38% of volume is off-exchange. That tells you the drop isnt panic selling by longs. Its pressure positioning hedging and controlled distribution after a big run. When expectations peak shorts dont bet on collapse. They bet on time. This pullback feels less like fear and more like the market quietly asking: Show me the execution. That answer doesnt come from price. It comes from the next few quarters. https://twitter.com/i/web/status/2017333594268528744"
X Link 2026-01-30T20:26Z 16.6K followers, 16K engagements

"Investors have you noticed $NBIS sells off every time it doesnt spoon-feed progress updates the market is addicted to weekly dopamine. Id worry if contracts were gone or power was missing. Neither is true. This feels like weak hands and not broken math"
X Link 2026-01-31T13:53Z 16.6K followers, 15K engagements

"I like when I see a tech company growing topline while cutting job postings. $ZETA is pulling 35%+ growth with 22% fewer open roles while web traffic X mentions and investor chatter explode higher"
X Link 2026-02-01T13:33Z 16.6K followers, 20.9K engagements

"$CIFR is raising $2B to finish Black Pearl reimburse prior equity and lock the asset behind secured debt. That usually signals the project is far enough along that lenders are comfortable underwriting it against future cash flows. More leverage yes. but it also clarifies intent that CIFR is committing to Black Pearl as an HPC asset not optional capacity. https://twitter.com/i/web/status/2018704881381421197 https://twitter.com/i/web/status/2018704881381421197"
X Link 2026-02-03T15:15Z 16.9K followers, [----] engagements

"Big money is supporting $RDDT at around $165 (dark pools) thats a real floor for now. At the same time whales are buying protection around $160 which means theyre worried about a short dip not a collapse. So this isnt a screaming buy but its a reasonable entry if youre okay with some chop. If $160 holds youre probably fine. If $160 breaks step aside thats the line. Tomorrow well all know (earnings). https://twitter.com/i/web/status/2019036718683603430 https://twitter.com/i/web/status/2019036718683603430"
X Link 2026-02-04T13:14Z 16.6K followers, [----] engagements

"Markets are crashing again. Same headlines. Same panic. $SPY $QQQ Fear & Greed is at [--]. Real crashes dont happen when everyones alert. They happen when people feel safe and stop hedging. This is noise after a strong run. A reset. A shakeout. I ve seen this movie before. You already know what to do. https://twitter.com/i/web/status/2019075401893495274 https://twitter.com/i/web/status/2019075401893495274"
X Link 2026-02-04T15:47Z 16.6K followers, 16.7K engagements

"Going into $IREN earnings tomorrow heres how I see it. This isnt a hype setup. Most fast money already left. Attention is low expectations are compressed and the stock is trading on skepticism around hyperscaler capex not on IRENs actual execution. For me the numbers matter less than the signal. I want to hear one thing: is the $MSFT deployment on track and fully funded If AI ramp capex coverage and margins are confirmed I think the stock works even in a weak tape. If theres any hesitation on execution itll trade as a proxy for AI capex fear. This is a validation print not a beat-and-cheer"
X Link 2026-02-04T16:05Z 16.6K followers, 38.3K engagements

"Huge increase in AI CapEx in [----]. $GOOG guiding $175185B. Google is investing heavily in data centers and GPUs and Cloud revenue is growing 48% while margins stay around 32%. That tells us the infrastructure is being used and monetized not sitting idle. The AI narrative is alive Long $NBIS $IREN $CRWV $CIFR etc. https://twitter.com/i/web/status/2019159435365531800 https://twitter.com/i/web/status/2019159435365531800"
X Link 2026-02-04T21:21Z 16.7K followers, 19.2K engagements

"What stood out to me is how clearly execution is now matching the demand story. With the strongest demand $IREN has ever seen 4.5GW of secured power and $3.4B ARR framed as an early milestone rather than an endpoint Im happy with how the platform is coming together. $IREN reports soon. Everyone left right before the party🍿 https://t.co/wGANrnU3Ok $IREN reports soon. Everyone left right before the party🍿 https://t.co/wGANrnU3Ok"
X Link 2026-02-05T21:11Z 16.6K followers, 82.7K engagements

"$IREN went from $29 to $37 in pre-market. If it can re-rate that fast in pre-market imagine what happens when conviction shows up. What stood out to me is how clearly execution is now matching the demand story. With the strongest demand $IREN has ever seen 4.5GW of secured power and $3.4B ARR framed as an early milestone rather than an endpoint Im happy with how the platform is coming together. What stood out to me is how clearly execution is now matching the demand story. With the strongest demand $IREN has ever seen 4.5GW of secured power and $3.4B ARR framed as an early milestone rather"
X Link 2026-02-06T10:00Z 16.6K followers, 59.4K engagements

"The only thing that changed is peoples stomach for volatility. $NBIS"
X Link 2026-02-06T10:06Z 16.7K followers, 76.9K engagements

"NeoClouds arent rolling over the market just stopped paying for hope. I see demand exploding but only execution gets rewarded now. $NBIS earns it because AI revenue is already ramping so losses are tolerated. $IREN gets punished because mining cash flow is falling faster than AI revenue replaces it. $CIFR has the best contracts but equity waits while debt gets paid first. Not bearish. Just selective. https://twitter.com/i/web/status/2019791065847308656 https://twitter.com/i/web/status/2019791065847308656"
X Link 2026-02-06T15:11Z 16.7K followers, 17.1K engagements

"regulators finally noticed how fast $HIMS was moving. Compounded GLP-1s were always a gray zone. DOJ noise hurts sentiment not the core platform. Alright. Im going to push back on this not emotionally just analytically. $HIMS A lot of what youve laid out sounds compelling because its detailed and directional. But several of these conclusions jump from interesting signal to structural collapse without proving https://t.co/kcJhzW7mS9 Alright. Im going to push back on this not emotionally just analytically. $HIMS A lot of what youve laid out sounds compelling because its detailed and"
X Link 2026-02-07T12:13Z 16.6K followers, 20.8K engagements

"For me this doesnt feel like a get out of tech moment at all. Ive seen this movie too many times. When $XLK starts lagging the instinct is to panic After a massive AI-led run tech is doing what it always does in these phases: pausing while capital rotates elsewhere. What matters is how tech is behaving not that its underperforming. Mega-cap cash-rich names are holding up far better than speculative growth. The market is clearly saying: prove the cash flows not the slides. Bitcoin fits the same pattern: after a crowded momentum-heavy run $BTC is unwinding excess leverage not breaking its"
X Link 2026-02-09T12:46Z 16.6K followers, [----] engagements

"This is why Im paying close attention to names like $NBIS reporting soon. When leaders like $GOOG $AMD and $PLTR are beating on real demand it tells you the AI spend is flowing through the stack not just at the top. Thats usually supportive for infra compute and capacity providers next. It doesnt mean every stock goes up on earnings. But it does mean the backdrop is healthier than price action suggests. https://twitter.com/i/web/status/2020861493240070556 https://twitter.com/i/web/status/2020861493240070556"
X Link 2026-02-09T14:05Z 16.6K followers, [----] engagements

"MS finally wakes up on $CIFR with a $38 PT. Street catching up. Liquidity usually follows. Im on vacation but couldnt help notice that Morgan Stanley initiated on CIFR at overweight with a $38 price target. They are still behind me but coming up the curve quickly now. Stock +10% https://t.co/xpyEcb08OY Im on vacation but couldnt help notice that Morgan Stanley initiated on CIFR at overweight with a $38 price target. They are still behind me but coming up the curve quickly now. Stock +10% https://t.co/xpyEcb08OY"
X Link 2026-02-09T15:59Z 16.7K followers, 10.7K engagements

"Nothing structural explains $CLSK discount only the absence of a signed AI lease. @smatthewschultz you know exactly what the market is waiting for now. waiting for the headline. CleanSpark $CLSK is a very interesting trade here valued at just $2.2MM per MW of approved power capacity - a 75% discount to peers. This discount reflects its lack of AI co-location deal as $HUT $CIFR $APLD and $WULF all began marketing their sites to hyperscalers and https://t.co/fEAkCFeOKs CleanSpark $CLSK is a very interesting trade here valued at just $2.2MM per MW of approved power capacity - a 75% discount to"
X Link 2026-01-15T16:43Z 17.6K followers, [----] engagements

"As capital rotates into photonics leaders such as $LITE $COHR $CIEN $ANET $AVGO $FN $MTSI and others clouds still hang over $AAOI. The core bear claim was never valuation. It was that AAOI cannot scale 800G production. @CulperResearch That claim is now contradicted by facts. AAOI is investing $150M+ in a new [------] sq ft manufacturing facility in Sugar Land TX. City Council approvals are unanimous incentives are locked and the site is on track for summer [----] operations. More importantly look at execution on the ground. $AAOI currently has 20+ active job postings in Sugar Land for: - wafer"
X Link 2026-01-16T14:04Z 17.5K followers, [----] engagements

"Better late than never. Good to see new eyes finally watching $KRKNF. This story still isnt crowded. Most investors arent positioned yet. We are still early"
X Link 2026-02-03T14:56Z 17.6K followers, [----] engagements

"$CIFR sold off because equity just got de-risked by debt. The $2B notes effectively diluted the equity before AI revenue shows up. Thats why it dumped. Mag [--] earnings say AI capex is real. But markets now care about when margins show not demand. Good buy Only if you can wait to H226 and ignore ugly quarters. https://twitter.com/i/web/status/2019091211806761254 https://twitter.com/i/web/status/2019091211806761254"
X Link 2026-02-04T16:50Z 17.6K followers, 26.9K engagements

"Dear $NBIS investors going into earnings sentiment is fragile and the data shows it. Short interest is 37M shares roughly 1718% of free float. Thats not casual hedging. Thats a real bet that execution or valuation cracks. Days-to-cover has climbed to [--] meaning bearish positioning has grown as liquidity normalized. Options are tense too. Implied volatility is well above realized and the skew is negative puts are richer than calls. Traders are paying up for downside protection into the print. The market is expecting a big move and its nervous. What makes this tricky is the split: sell-side is"
X Link 2026-02-08T16:28Z 17.6K followers, 49.3K engagements

"This is why I am so bullish on $NBIS. Let me put this simply. the AI-Infra market is going through a massive power bottleneck. Everyone from $MSFT to $META needs more electricity to run AI data centers. But in the U.S. and Europe the power grid cant keep up. It can take years to get new data centers connected because utilities are overloaded. Thats why companies like $CRWV are struggling they rely on 3rd-party facilities that depend on those same slow grid connections. Even if they have GPUs ready they cant turn them on without power. $NBIS took a different path. Instead of waiting on the"
X Link 2025-11-12T13:06Z 17.6K followers, 22.5K engagements

"This is your $NBIS bull call"
X Link 2026-02-10T14:03Z 17.6K followers, 10.2K engagements

"Listening to the $NBIS call live heres my take. They didnt hype. They focused on power ARR and funding structure. Thats what I wanted to hear. $1.25B ARR exit matters more than the revenue headline. It shows contracts are actually converting into run-rate business. The $7$9B [----] ARR target is still intact no walk-back no soft language. What I was really listening for was capital discipline. They were careful on financing. No reckless tone no well figure it out later vibe. That reduces the $CRWV-style execution fear. This stock isnt about this quarters EPS. Its about: [--]. MW going live [--]. ARR"
X Link 2026-02-12T13:23Z 17.6K followers, 12.8K engagements

"$NBIS did [--] things that matter: [--]. $MSFT tranche delivered on time. [--]. $META capacity fully delivered and now servicing. [--]. First quarter of positive operating cash flow. Just execution + cash"
X Link 2026-02-12T14:22Z 17.6K followers, 19.1K engagements

"this isnt a normal memory bounce. Its an AI-driven supply squeeze. HBM demand is exploding as AI clusters scale while DRAM/NAND supply is only growing mid-teens. That imbalance is pushing pricing power back to producers and margins higher. Thats bullish for $MU $SK hynix $SSNLF (Samsung) and even NAND exposure via $SNDK and Kioxia. https://twitter.com/i/web/status/2021963253136707969 https://twitter.com/i/web/status/2021963253136707969"
X Link 2026-02-12T15:03Z 17.6K followers, [----] engagements

"I think $EOSE is carving a bottom here before the next leg up. Short interest still 25% (down from 35%) funds own 50% but arent fully positioned and price is quietly grinding higher. No euphoria. No squeeze yet. Just pressure slowly shifting. These are usually the spots you want to be early not chasing later. https://seekingalpha.com/article/4869942gt=cc7afbdc06e59a0e https://seekingalpha.com/article/4869942gt=cc7afbdc06e59a0e"
X Link 2026-02-13T11:27Z 17.6K followers, [----] engagements

"Heres how this works. $IREN added to MSCI USA means passive funds tracking the index now have to buy. That creates structural demand and deeper liquidity. Nothing changed operationally. The ownership base just got bigger"
X Link 2026-02-13T12:45Z 17.6K followers, 14.4K engagements

"$NBIS is proof the Efficient Market is more theory than reality"
X Link 2026-02-13T15:37Z 17.6K followers, 46.4K engagements

"maybe after $IREN hits $1000 and does a 500:1 split @midascabal I know a guy waiting 2+ years for $2 $IREN Do you think hell get it @midascabal I know a guy waiting 2+ years for $2 $IREN Do you think hell get it"
X Link 2026-02-14T06:35Z 17.6K followers, 34K engagements

"I expect reacceleration in $IREN only if I see either: [--]. deployment running ahead of schedule [--] a 2nd hyperscaler stepping in [--]. or clean low-cost funding and realistically thats a next [--] quarter story not tomorrow. Stay patient. $IREN reports soon. Everyone left right before the party🍿 https://t.co/wGANrnU3Ok $IREN reports soon. Everyone left right before the party🍿 https://t.co/wGANrnU3Ok"
X Link 2026-02-14T13:09Z 17.6K followers, 23.1K engagements

"Ive been bullish on $SOFI since in the $4s I rode the momentum up and took profits in the $30s no regrets there. Looks like its time to hop back in. what do you think"
X Link 2026-02-15T15:21Z 17.6K followers, 15.4K engagements

"Weaker jobs + rising productivity = margin expansion for the right names. Dispersion era. Pick your side. Retail is panicking that US Job Numbers have been now revised down by over [--] Million. But you are likely missing the bigger picture. Here's what happened and how to structure the trade: This job revision signals a structural change. And it's the first time in history that https://t.co/2acRn0oZ1b Retail is panicking that US Job Numbers have been now revised down by over [--] Million. But you are likely missing the bigger picture. Here's what happened and how to structure the trade: This job"
X Link 2026-02-16T09:12Z 17.6K followers, 10.4K engagements

"$NBIS job posts up 3X in [--] months this is your bullish call"
X Link 2026-02-16T13:43Z 17.6K followers, [----] engagements

"institutional ownership in $IREN hasnt collapsed its exploded from 10M shares in [----] to 150M+ today. Yes some funds trimmed in the last filing. But the bigger signal is the multi-quarter trend: bigger holders keep showing up even through the volatility. If this was truly smart money exiting this chart wouldnt look like a staircase. 🚨 BREAKING: INSTITUTIONS SLASH $IREN SHARES BY OVER 60% Stratos Wealth Advisors reduced its position to [-----] shares a 63% decrease. CloudAlpha Capital Management cut its stake to [-----] shares a 68% reduction. Latest filings show notable institutional trimming."
X Link 2026-02-16T15:03Z 17.6K followers, 23.2K engagements

"Is $NBIS still in accumulation or about to enter mania hint: we cleared the first sell-off"
X Link 2026-02-16T15:16Z 17.6K followers, 11.3K engagements

"$MSTR owns 714K $BTC at an average cost around $76K. When Bitcoin trades below that level theyre underwater on paper. In Q4 alone that gap translated into roughly $17.5B in unrealized losses because accounting rules force them to mark BTC to market. They deployed about $54B into Bitcoin. At recent prices its worth closer to $4550B. In my opinion the story is simple: BTC needs to reclaim $76K+ to clean up the balance sheet optics and flip the narrative. Until then the reported losses will keep scaring people even if the long-term thesis hasnt changed."
X Link 2026-02-16T16:32Z 17.6K followers, [----] engagements

"Buy $AMD thank me in [--] months. NFA"
X Link 2026-02-04T16:31Z 17.6K followers, 108K engagements

"You are not bullish enough. $AMD. Buy $AMD thank me in [--] months. NFA. https://t.co/UaE0DwZD4z Buy $AMD thank me in [--] months. NFA. https://t.co/UaE0DwZD4z"
X Link 2026-02-06T15:25Z 17.6K followers, 18.6K engagements

"Zoom out for a second. The market is obsessing over the next quarter. $AMD is talking about the next five years. Data Center TAM at $200B in [----] growing to $1T by [----] (40% CAGR). But if the TAM math is even half right were talking about a structural buildout not a short-lived surge. In a trillion-dollar market you dont need dominant share to create outsized earnings power. I wont state the obvious. https://twitter.com/i/web/status/2021570414561124835 https://twitter.com/i/web/status/2021570414561124835"
X Link 2026-02-11T13:02Z 17.6K followers, [----] engagements

"My fellow $NBIS investors this is judgment day. Today contracts meet reality"
X Link 2026-02-12T09:50Z 17.6K followers, 20.8K engagements

"I went long $NBIS in March [----] $26 today its over $120 steadily on track for a $200 PT by [----]. I still prefer it over $CRWV. Before that I went long $PLTR $7 publishing my first full thesis in Nov [----] - now at $190. Then came $SOFI entered when it traded at $4 laid out the research and its since climbed to $32 on its way toward a $50 PT. The best part Those arent my only multibaggers. Some are $PSIX (+700%) $HOOD (400%) $APP (300%). and a few that are just getting started like $EOSE (and others Ill be writing about soon). All public. All verified. @TipRanks ranks me in the top 0.01% of"
X Link 2025-10-29T13:52Z 17.6K followers, 279.2K engagements

"$IREN reports soon. Everyone left right before the party🍿"
X Link 2026-02-05T18:19Z 17.6K followers, 74.4K engagements

"I read the Nebius-Tavily announcement today and this is how I see it: AI agents are useless if they cant actually look things up. Tavily fixes that. Nebius isnt just selling GPUs anymore its stacking the pieces needed to run real agents end-to-end. Bears say $NBIS is a commodity just renting GPUs. The deal flips that. Nebius isnt selling raw compute anymore its embedding agentic search + reasoning on top of the hardware. Commodity stories dont add brains"
X Link 2026-02-10T14:39Z 17.6K followers, [----] engagements

"Looks like the comments are outperforming the stock $KULR"
X Link 2026-02-11T14:42Z 17.6K followers, [----] engagements

"Calls heavily outweigh puts on $CLSK which means traders are positioning for upside. If price starts moving up those calls can force hedging and accelerate the move especially with high short interest in the background"
X Link 2026-02-11T15:01Z 17.6K followers, [----] engagements

"My $NBIS earnings take: https://seekingalpha.com/article/4869549gt=0a715ac5a1d40cc6 Earnings day and $NBIS is red. Down 12% thats it After +500% revenue growth $1.25B ARR Microsoft + Meta live and first positive operating cash flow If thats the markets reaction to those numbers it tells me positioning was loud but conviction might be louder. https://t.co/36ShMcaS1J https://seekingalpha.com/article/4869549gt=0a715ac5a1d40cc6 Earnings day and $NBIS is red. Down 12% thats it After +500% revenue growth $1.25B ARR Microsoft + Meta live and first positive operating cash flow If thats the markets"
X Link 2026-02-12T19:57Z 17.6K followers, [----] engagements

"$ASST isnt $MSTR [---]. Its a reverse-merged shell turned into a Bitcoin accumulation machine. $750M PIPE (+$750M warrants) to stack $BTC. 5800+ BTC added via the Semler all-stock deal. Treasury $1.1B. The twist Section [---] exchanges. Theyre swapping equity for BTC tax-efficiently and hunting sub-scale public companies to convert discounted cash into more Bitcoin. Thats clever financial engineering if capital markets stay open. Smart structure with tax angles and M&A tricks. But core ops lost $47M in H1. I see what theyre building. ust dont forget this only works if Bitcoin does."
X Link 2026-02-15T13:57Z 17.6K followers, 20.7K engagements

"$AMD is still trading inside a rising channel. Long-term trend = intact. Price recently pulled back from the upper trendline and is now sitting mid-channel around $200210. RSI near [--] = neutral. VPT still elevated = no major distribution. As long as $200 holds structure remains bullish. Break above $250 opens the door higher again. https://twitter.com/i/web/status/2023347120846065802 https://twitter.com/i/web/status/2023347120846065802"
X Link 2026-02-16T10:42Z 17.6K followers, [----] engagements

"Earnings day and $NBIS is red. Down 12% thats it After +500% revenue growth $1.25B ARR Microsoft + Meta live and first positive operating cash flow If thats the markets reaction to those numbers it tells me positioning was loud but conviction might be louder. Lets see who blinks first. https://twitter.com/i/web/status/2021994676895555699 https://twitter.com/i/web/status/2021994676895555699"
X Link 2026-02-12T17:07Z 17.6K followers, 19K engagements

"My Valentines plan: Tonight Im dating $NBIS. Serious conversation. Long-term potential. $IREN and $CIFR Maybe drinks later Im keeping my options open. High beta relationships only. $NBIS is proof the Efficient Market is more theory than reality. https://t.co/ptfZZtmb9S $NBIS is proof the Efficient Market is more theory than reality. https://t.co/ptfZZtmb9S"
X Link 2026-02-14T10:19Z 17.6K followers, 16.1K engagements

"$TEM was one of the most popular AI healthcare names a few months ago. Now sentiment is weak and price cooled off. Meanwhile if capital is accumulating into $PSNL that signals stronger near-term conviction there. so which is a better buy"
X Link 2026-02-16T09:34Z 17.6K followers, [----] engagements

"Im fed up with the constant stocks are topped-no more upside-fear everywhere messages. Rate cuts arent a magic bullish switch they reflect why things are breaking. [------] cuts $XLK -40%+ Financials $XLF -60% $SPY -40% while $VIX exploded. [----] emergency cuts $QQQ and $XLK +40% in months $SPY ripped once liquidity flooded in. Same policy tool. Completely different outcomes. The variable isnt cuts. Its context: crisis vs soft landing. Over full cycles growth wins. But in real time macro dictates the drawdown before the compounding resumes. Anyone saying rates dont matter hasnt traded through a"
X Link 2026-02-16T17:10Z 17.6K followers, [----] engagements

"It does look like the bottom is in. I added more $NBIS at $9394 as well the tape the dark-pool levels and the options flow all lined up. Buyers stepped in exactly where youd expect them to if this selloff was exhaustion not trend reversal"
X Link 2025-11-12T20:38Z 16.7K followers, 15.7K engagements

"If $NBIS were to break meaningfully below $92.5 youd have to assume: [--]. The smartest money in the room mispriced a $4.2B deal in September [--]. The largest hyperscaler contracts in the sector suddenly carry more risk [--]. And the market knows something that the investors who wrote billion-dollar checks didnt Possible Sure. Likely Not really. $92.5 is where the real money anchored its valuation. It makes sense that buyers stepped in right around that level and why the tape looks like a bottom forming"
X Link 2025-11-12T22:09Z 16.8K followers, 92.1K engagements

"$BITF missed on Q3 earnings secured a major $588M notes offering and the stock still slid about 10% post-earnings. The drop looks less about the fundamentals and more about the market reacting to heavy capex growing losses and a long runway before the HPC/AI pivot turns into real revenue. Investors want proof the shift from mining to high-density AI infrastructure will pay off sooner than later. Todays selloff reflects the gap between Bitfarms ambitious roadmap and the timeline the market is pricing in"
X Link 2025-11-13T12:44Z 16.6K followers, 14K engagements

"$NBIS just did a textbook weekly reset not a breakdown. When you zoom out the move looks violent but its landing exactly where strong trends normally reload. Heres what the chart actually shows: Price pulled back into the same demand zone that fueled the run from $60 into the $140s. That previous resistance is now acting as support classic trend behavior. Volume isnt showing panic capitulation its showing rotation. Big red candle but no blowout spike. Thats usually institutional rebalancing not forced selling. VPT remains in a strong uptrend meaning money is still flowing into the name even"
X Link 2025-11-13T15:21Z 16.7K followers, 47.5K engagements

"yea. but this happens every cycle. When $NBIS was $20 then $30 then $40 the comment section was full of too expensive overhyped bubble wait for $10. Now its down to $87 after $141 ATH and a parabolic run and suddenly everyone becomes a bottom-caller critic. Im not calling exact bottoms Im tracking the same thing Ive tracked since $20: capacity ARR contracts and structural power advantages. This pullback doesnt erase the thesis. It just exposes who only shows up after the candles turn red. The humble pie cuts both ways. @yianisz I love when I read these posts a day later and its 20% lower."
X Link 2025-11-13T18:59Z 16.7K followers, 33.5K engagements

"This selloff isnt about one thing. Its about AI capex exploding a 36-day data blackout Fed uncertainty hyperscaler debt risk and funding markets starting to creak. Rotation is real: Financials Energy Healthcare are catching flows. Bottom line: This is a valuation reset + funding stress mix not a crash. Volatility stays elevated until the Fed regains clarity and hyperscalers prove their AI capex is monetizing. The next leg up depends on one thing: Whether AI earnings finally catch the AI spending. $QQQ $SPY"
X Link 2025-11-13T20:42Z 16.7K followers, 18K engagements

"$NBIS flow is still leaning bearish today: dark pools heavy calls being sold into strength and puts getting picked up on every bounce. That tells me the market hasnt flipped yet not that the thesis is broken. Im tracking the shift closely. When the flow turns youll see it clearly: call premium dominating put selling increasing dark-pool accumulation at rising price levels. Were not there yet. Wait for my signal"
X Link 2025-11-14T20:17Z 16.7K followers, 75.2K engagements

"Happy Holidays everyone🎄 Before you fully switch off one quick market snapshot: [--]. Santa Rally is on: $SPY at fresh highs $QQQ within 2% of ATH [--]. $VIX [----] = fear drained volatility being sold [--]. GDP just printed strong jobs steady inflation cooling slowly [--]. Rate-cut odds pushed out but growth remains intact [--]. Thin holiday liquidity = moves can look bigger than they are This isnt euphoria. Its a calm resilient market pricing growth with patience. As long as volatility stays low and data doesnt break pullbacks are likely noise not trend changes. Thats why I remain constructively bullish"
X Link 2025-12-25T12:42Z 16.3K followers, [----] engagements

"$ZETA just made a serious AI move. Zeta Global is partnering with OpenAI to power Athena its enterprise-grade agentic AI platform. Market reaction says it all: $ZETA +11% AH to $24 this isnt AI features. Its agentic AI embedded directly into enterprise workflows. Thats the direction the whole software stack is moving. https://twitter.com/i/web/status/2008290055098454476 https://twitter.com/i/web/status/2008290055098454476"
X Link 2026-01-05T21:30Z 16.5K followers, [----] engagements

"$ONDS after 600%+ in [--] months heres the clean way to look at it. ONDAS didnt just rally it repositioned. This went from a forgotten sub-$1 wireless rail stock to a full-stack autonomous defense platform almost overnight. $855M raised. [--] acquisitions in [--] months. Counter-UAS ground robotics cyber-over-RF optics C2. That kind of pivot explains the move. The bull case is obvious = Defense + autonomy + geopolitics + system-of-systems positioning. Real products real customers real combat exposure. Revenue is finally inflecting backlog is growing and the market is pricing ONDS as a future mid-tier"
X Link 2026-01-07T13:22Z 16.5K followers, 27.4K engagements

"Im taking profits on Applied Digital $APLD after the massive run $APLD was part of the portfolio and delivered a decent return in a very short time and when the market reprices something this fast risk management matters. The move did its job. APLDs earnings confirmed the transition from speculative crypto hosting to real AI infrastructure: contracted megawatts long-duration leases visible cash flows. Heres the single most critical management takeaway from APLD that applies to the entire AI-infrastructure sector and directly to $NBIS and $IREN: Managements core message: Demand is NOT the"
X Link 2026-01-08T14:54Z 16.3K followers, [----] engagements

"$CLS was a 20X for me. All public. All documented. Community followed it in real time. Anyone can post ideas. Real competence is holding conviction long enough to let time do the heavy lifting. Thats the difference between 30-50% trades and true multibaggers. That same process is why Ive also called publicly AI infra neocloud and AI networking names like $NBIS $IREN $CIFR $AAOI $ALAB $CRDO and others same setup: early misunderstood structurally right. the next wave of winners is already under research Be early not late: https://yiazou.com https://yiazou.com"
X Link 2026-01-13T16:54Z 16.4K followers, [----] engagements

"I dont get bullish easily but TSMCs earnings removed the last doubt I had about the AI cycle. When $TSM talks the whole AI stack listens because theyre the factory floor for $NVDA hyperscalers and basically everyone chasing compute. This quarter wasnt just good. It reinforced one simple idea: AI demand is strong but supply is still the limiter. Heres how I map the impact across the AI market: 1) The GPU Toll Collectors (compute scarcity winners) $NVDA (and to a lesser extent $AMD) If TSMC is tight on advanced nodes/packaging GPU scarcity stays pricing power. Thats bullish for margins and"
X Link 2026-01-15T12:02Z 16.3K followers, 42K engagements

"Good framing on InP as a national-security bottleneck but this is where $AAOI gets misunderstood. AAOI isnt a direct shortage beneficiary like $AXTI or epitaxy players its a resilience winner. Vertical integration (own laser fabs multi-geo footprint rising U.S. production) insulates it from the substrate/epitaxy crunch. That matters because in shortages hyperscalers dont just pay more they reroute orders to secure suppliers. So the EO is bullish for Tier [--] pricing power and for Tier-3 share capture by vertically integrated names like $AAOI and $COHR. Different layer. Different payoff."
X Link 2026-01-17T08:15Z 16.4K followers, 14.8K engagements

"Last year we shared our @KrakenRobotics thesis with Yiazou INSIDER members. Since then the $KRKNF / $PNG.V story has played out largely as expected with a steady and disciplined rise in the stock rather than a hype-driven spike. Importantly the stock is nowhere near the $12 PT we originally set. Im now releasing that earlier research publicly. Some details may be dated as the company has continued to execute but the core thesis remains intact. This move has been driven by fundamentals not sentiment and the market is still catching up. Research here:"
X Link 2026-01-19T14:09Z 16.3K followers, 25.5K engagements

"Everyones staring at the red candles. Im staring at the pressure building underneath. Heres my take on $EOSE. First the shorts. Theyre still massive. Official NASDAQ data shows 81M shares short 25% of the float. Thats not small. But it has come down from the peak near 95M (34%) in November. Translation: some shorts already covered quietly into weakness not capitulating but not pressing either. Second this is not a forced squeeze setup yet. Days to cover sit around [---] and borrow fees are still cheap (0.6%). No one is being dragged out by the collar. This is comfortably held short exposure"
X Link 2026-01-21T13:35Z 16.3K followers, 12.2K engagements

"I watched the $CRWV CEO at Davos and something stood out. Everyone keeps saying power is the bottleneck. Thats already obvious. What he actually admitted without saying it directly is more important: Not every neocloud makes it. He openly said some companies will run out of capital some workloads will become obsolete faster than expected and consolidation is inevitable. That reframes the whole sector. This is no longer about who can build capacity first. Its about who can finance depreciation refresh GPUs and stay solvent while demand stays violent. Thats the real split forming now: [--]. $IREN"
X Link 2026-01-21T14:08Z 16.3K followers, 25.5K engagements

"Looks like classic profit-taking from early holders and insiders. $CRDO just got cheaper"
X Link 2026-01-21T17:52Z 16.4K followers, [----] engagements

"Inflation isnt collapsing. Growth isnt breaking. Financial conditions arent stressed. Core PCE is sticky not falling fast enough. Consumer spending is still holding up. Income growth is cooling but nothing is snapping. Thats why the Fed isnt cutting. Not because it wont but because it doesnt need to. Now look at the market: $SPY isnt panicking its consolidating $VIX near [--] = complacent not fearful Volatility spikes get sold quickly This is not a crash setup. Its a pause-and-digest market. Higher for longer isnt a bold policy stance anymore. Its just the absence of a trigger. The Fed cuts"
X Link 2026-01-22T15:17Z 16.3K followers, [----] engagements

"Markets talk. Positioning whispers. Real-time dark pools absorbing $5M at $9899. Ive said this before on $NBIS. Same signals. Same behavior. Calls stacked $100115 into [----]. Still no puts. Dark pools still buying not chasing around $98100. When positioning stays this consistent its not speculation. Its preparation. Capital follows later. https://twitter.com/i/web/status/2014367382911713787 https://twitter.com/i/web/status/2014367382911713787"
X Link 2026-01-22T15:59Z 16.2K followers, 24.1K engagements

"this is the real catalyst window. $IREN reports Q2 FY26 on Feb [--]. From here on its execution or nothing. GPU ramp. AI cloud progress. Capex control. Price is already at a decision zone earnings decides the next leg"
X Link 2026-01-22T21:13Z 16.3K followers, 17.2K engagements

"This is what an uncrowded earnings setup actually looks like. $IREN isnt crowded. X mentions are down 98% over [--] months. Fast money already left. That matters. Low attention = compresses expectations + reduces downside on a good-enough print. This is a validation setup not a hype trade. Into earnings reaction matters more than headlines. If execution shows up price moves first attention follows. https://twitter.com/i/web/status/2014687561021849928 https://twitter.com/i/web/status/2014687561021849928"
X Link 2026-01-23T13:12Z 16.3K followers, 41.9K engagements

"Ive been getting DMs asking why $NBIS is stalling into earnings. Its not demand doubt. Its timing fear. NBIS isnt stalling because demand broke. Its stalling because the market just re-priced execution risk. After $CRWV's guidance cut last quarter investors changed the lens for the entire AI infra space. The lesson was simple: backlog doesnt matter if capacity slips. Timing became the risk premium. Thats exactly whats weighing on $NBIS into earnings. The fears are specific and measurable: [--]. Can $META tranche [--] deliver on schedule [--]. Does Vineland Phase [--] actually come online in Q1 [--]. Does"
X Link 2026-01-23T13:46Z 16.3K followers, 19.1K engagements

"Ive been watching $EOSE closely and this setup is getting interesting. Price is moving higher but attention is moving the other way. [--]. Sentiment: [--] (still near highs) [--]. Web traffic: +48% in [--] months = rising research interest [--]. X / Reddit / Stocktwits mentions down 5065% [--]. Subscriber counts still rising = fewer tourists more committed holders Meanwhile under the hood: [--]. 25% of float still short [--] Short volume remains elevated day-to-day [--]. Borrow is cheap = no forced covering yet Technically the trend remains intact: - Price holds above rising long-term averages - Recent pullbacks have"
X Link 2026-01-23T14:23Z 16.5K followers, 12.1K engagements

"The raise itself isnt the red flag the lack of visible conversion from capital to binding volume is. $POET now carries the balance sheet of a scaling supplier but still has the order book of a pre-scale one. One underappreciated signal to watch is customer behavior around capital raises. When a supplier raises aggressively before volume orders are visible it usually points to one of two realities: [--]. Customers are forcing capacity readiness first pre-investment is required to qualify. [--]. Management is front-running optional demand that hasnt fully firmed. The real tell in [----] wont be press"
X Link 2026-01-23T15:25Z 16.3K followers, [----] engagements

"$AMD at $258 still is ridiculously cheap for whats coming. The market is still pricing AMD like a cyclical GPU challenger. The roadmap says full-stack AI infrastructure. This isnt about beating $NVDA tomorrow. Its about being indispensable everywhere compute scales. Short-term noise. Long-term mispricing. https://twitter.com/i/web/status/2014749869911523459 https://twitter.com/i/web/status/2014749869911523459"
X Link 2026-01-23T17:19Z 16.3K followers, 23.6K engagements

"$POET has generated real hype but also real dilution. The company raised $400M in six months including $150M in January at $7.25 issuing 20.7M shares (27% dilution). Meanwhile quarterly revenue was just $0.3M operating cash flow was ($2.8M) and the only disclosed production order is $5M slated for H2 [----] delivery. Only [--] job postings tied to the January push isnt exactly a signal of aggressive scaling. Those numbers dont yet justify the implied growth ramp. Ill keep watching the job openings and upcoming earnings for evidence of backlog expansion or meaningful revenue traction."
X Link 2026-01-24T13:37Z 16.5K followers, 57.9K engagements

"$HIMS feels like its sitting right on the edge here. Weve gone from the low $60s to pressing into that $25$30 weekly demand zone. Price lost the 50W MA momentum cooled (RSI mid-40s) but the 200W is still rising underneath. Its not a disaster chart its a decision chart. Positioning makes it more interesting. 67M shares short. About 32.5% of the float. Days to cover around [---] (was over [--] recently). Nearly 49% off-exchange short volume thats a real bearish bet I think this level matters. If buyers defend $25$30 and we get a solid catalyst this could snap fast. If it cracks I wouldnt expect it"
X Link 2026-01-25T13:41Z 16.4K followers, [----] engagements

"$NVDA didnt invest $2B in $CRWV for exposure. Were past the phase where AI demand is the question. That debate is over. The real constraint now is who can actually turn GPUs into live revenue-producing AI factories fast enough. Nvidia didnt back $CRWV because it wanted upside exposure. It backed CoreWeave because execution has become mission-critical. And thats how Im looking at neoclouds now. $IREN $NBIS $CIFR this isnt about hype or TAM anymore. Its about power secured sites ready customers signed and timelines that dont slip. If you cant move from capital electrons compute cash quickly you"
X Link 2026-01-26T13:44Z 16.5K followers, 22.2K engagements

"Funny enough regret is basically the official currency of every AI infrastructure rally. Reddit right now: I sold too early Congrats to holders. Pain for paper hands. And thats exactly how these names trade. $CRWV isnt moving on fair value. Its moving on positioning + narrative + velocity. When the tape turns you dont get a polite re-rating. You get a face-melting gap followed by group therapy in the comments. The lesson isnt never sell. Its: if youre going to trade an AI hyperscaler accept the emotional tax. Because the market doesnt punish being wrong. It punishes being early and being"
X Link 2026-01-26T14:33Z 16.5K followers, [----] engagements

"Alright. Im going to push back on this not emotionally just analytically. $HIMS A lot of what youve laid out sounds compelling because its detailed and directional. But several of these conclusions jump from interesting signal to structural collapse without proving causation. That gap matters. Lets go piece by piece. First the 51.6% website traffic decline. Thats a serious number no argument there. But for a DTC healthcare company web traffic isnt the whole funnel anymore. A meaningful portion of acquisition has shifted to mobile-first paid social influencer-driven and in-app flows. Organic"
X Link 2026-01-26T14:59Z 16.3K followers, 26.6K engagements

"Taking another deeper look the $NVDA $CRWV deal isnt just strategic alignment it quietly gives signal for the AI/neocloud market. If Nvidia is willing to anchor CoreWeave to secure capacity it implicitly pressures hyperscalers to do the same elsewhere. $MSFT $META $GOOG cant let all 3rd-party capacity consolidate under one Nvidia-favored operator. That raises the odds of CoreWeave-style deals spreading to $NBIS $IREN Not because they want to. Because capacity risk is now strategic risk. This isnt generosity. Its pre-emptive defense in an AI arms race where supply is the bottleneck. $NVDA"
X Link 2026-01-27T18:58Z 16.6K followers, [----] engagements

"Ive seen a lot of people freak out about $ASML cutting [----] jobs. I dont see a slowdown. I see a cleanup. [----] was a monster year: 32.7B revenue 38.8B backlog 13.2B in Q4 orders more than 7B just EUV [----] guide still 3439B Thats not a company bracing for demand falling off a cliff. Theyre trimming management layers not engineers. Flattening the org while demand is still running hot. To me thats about speed. And ASML speed matters. If ASML executes faster $TSM ramps faster GPUs ship faster. That feeds straight into $NVDA $AMD $AVGO and the rest of the AI stack. Ugly headline. Healthy signal."
X Link 2026-01-28T15:22Z 16.5K followers, [----] engagements

"Wall street analysts need wake up and revise $AAOI PTs. The stock has already outgrown old models and is re-rating toward $44 on real 800G volume not hype"
X Link 2026-01-28T17:28Z 16.6K followers, [----] engagements

"@SJCapitalInvest @crux_capital_ is awesome but also check my ratings on $AAOI:"
X Link 2026-01-30T18:21Z 16.5K followers, [----] engagements

"$ZETA a no-brainer at these levels"
X Link 2026-01-30T20:38Z 16.6K followers, 13.9K engagements

"The market is panicking again. $SPY and especially tech stocks / $QQQ are down so everyones suddenly nervous. I dont see fear. I see digestion. Real fear doesnt live at [--]. It lives at 30+. A little $VIX noise is normal. Relax"
X Link 2026-01-31T11:19Z 16.5K followers, [----] engagements

"Im sick of the average $NBIS investor who wants fast money but cant sit through uncertainty. $META took AI capex over $20B. Thats not a one-off. That spend flows to suppliers. Nebius already sits inside Metas stack. When capex accelerates follow-on capacity does too"
X Link 2026-02-02T13:53Z 16.5K followers, 17.5K engagements

"$ONDS traction really is exploding and you can see it in the behavior not the headlines. Reddit X Stocktwits are all up 70170% in activity but sentiment is slipping. Ive seen this phase before. Attention comes first"
X Link 2026-02-02T19:36Z 16.5K followers, [----] engagements

"The more violent the selloff the more asymmetric the upside. Few. $SPY $VIX $QQQ"
X Link 2026-02-04T18:52Z 16.6K followers, [----] engagements

"$EOSE's short interest is still high (25%) but down from 35% at the peak. No panic no squeeze just steady covering as risk shifts. https://twitter.com/i/web/status/2019408921379713450 https://twitter.com/i/web/status/2019408921379713450"
X Link 2026-02-05T13:53Z 16.6K followers, [----] engagements

"What I like here isnt just the hardware. Its $ONDS setup. Despite the sharp pullback volume-weighted participation remains elevated and RSI has cooled into the mid-50s not breakdown territory. From a technicians lens this looks like a controlled digestion phase after a strong impulse move not trend failure. Blue UAS approval NDAA supply chain domestic scale. When DoD budgets open they dont reward hype. They reward whos ready to deliver. pay attention"
X Link 2026-02-05T14:18Z 16.6K followers, [----] engagements

"Take a walk. Breathe. Let the screen scream. newbies react. professionals survive by doing nothing. $SPY $QQQ $VIX $BTC"
X Link 2026-02-05T15:45Z 16.6K followers, [----] engagements

"Im watching $ASML earnings like its a macro print because in AI it basically is. ASML isnt semi equipment. Its the throttle. If the throttle is open the whole AI stack keeps compounding. If it tightens everyone downstream feels it with a lag and then all at once. Heres the real setup into Jan 28: [----] has a new storyline. China demand cools under controls while $TSM + the West step up capex. The question isnt is AI demand real Its: does non-China demand more than backfill the hole and does the industry keep ordering tools like the next [--] years still matter What Im listening for on the call:"
X Link 2026-01-25T14:33Z 17.5K followers, [----] engagements

"Following the $EOSE bull run for zinc batteries the market is now eyeing $FLNC the player quietly scaling control of the grids MW. Fluence now manages [---] GW (16.7 GWh) of deployed capacity up 26% YoY with another [---] GW contracted. Thats nearly [--] GW of grid-scale storage under its umbrella more energy than Californias evening-peak demand"
X Link 2025-10-20T13:55Z 17.6K followers, [----] engagements

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