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@mvcinvesting "I just published my Deep Dive on $CLPT. 👀 Looking forward to hearing your thoughts Hope you all have a great weekend"
X Link @mvcinvesting 2025-06-06T18:47Z 75.6K followers, 208.4K engagements

"Benchmark reiterates its Buy rating and $XX Price Target on $PGY 🟢 We believe the selloff in $PGY shares represents an opportunity for investors who understand the structural distinctions (from $UPST)"
X Link @mvcinvesting 2025-09-30T21:58Z 75.6K followers, 76.1K engagements

"3) The Real Rarity: Refining and Processing As I explained before despite what their name suggests REEs are not geologically rare. They are found in significant quantities across the globe including in the United States Australia Canada Brazil parts of Africa and Southeast Asia. However the real challenge isnt finding them its refining them. REEs typically occur in low concentrations and are chemically bound within complex ores making the process of extraction and separation both technically demanding and cost-prohibitive. Compounding this is the fact that rare earth deposits are often"
X Link @mvcinvesting 2025-10-13T12:06Z 75.6K followers, 7050 engagements

"JUST IN: $NBIS announces multi-billion dollar agreement with Microsoft for AI infrastructure. 🔥 Under this multi-year agreement $NBIS will deliver dedicated capacity toMicrosoft from its new data center inVineland New Jersey starting later this year. Arkady Volozh Founder and CEO ofNebius said: Nebius core AIcloud business serving customers from AIstartups toenterprises isperforming exceptionally well. Wehave also said that inaddition toour core business weexpect tosecure significant long-term committed contracts with leading AIlabs and big tech companies. Im happy toannounce the first"
X Link @mvcinvesting 2025-09-08T21:04Z 75.6K followers, 872.4K engagements

"For everyone asking me about the recent correction in $PGY: My thesis remains unchanged"
X Link @mvcinvesting 2025-09-24T14:43Z 75.6K followers, 47K engagements

"Every major bank has delivered results above analysts expectations with credit losses coming in well below forecasts in most cases. Some CEOs even mentioned that credit performance not only remains strong but is actually improving. That's a very bullish signal for $PGY"
X Link @mvcinvesting 2025-10-14T15:16Z 75.6K followers, 89.9K engagements

"JUST IN: Great news for $NBIS ClickHouse has extended its Series C financing and expanded its leadership team to fuel growth. The company has surpassed 2000 customers and more than quadrupled ARR over the past year. 🔥 Adoption has been especially strong among AI companies with Anthropic LangChain Meta Sierra Vercel and Weights & Biases (from $CRWV) joining the roster of companies running business-critical systems on ClickHouse Cloud. The company hosted its inaugural user conference OpenHouse which brought together customers and partners including OpenAI Anthropic and Tesla. The event"
X Link @mvcinvesting 2025-10-07T14:00Z 75.6K followers, 93.8K engagements

"Goldman Sachs' updated scenarios for $NBIS: Bear case: $XX Base case: $XXX Bull case: $XXX 👀 The firm describes its model as being built on "conservative assumptions for key long-term metrics.""
X Link @mvcinvesting 2025-10-08T10:22Z 75.6K followers, 109K engagements

"$RKLB just crossed $60/share for the first time ever. 🔥"
X Link @mvcinvesting 2025-10-07T13:48Z 75.1K followers, 30.9K engagements

"$MSFT is expanding its AI footprint in Europe with a new data center deal in Portugal. As a Portuguese myself welcome 👌🏻 According to Bloomberg Microsoft will rent capacity from Nscale at the Start Campus data center park in Sines about XXX km south of Lisbon. The facility will host 12600 NVIDIA Blackwell Ultra GB300 GPUs and is expected to become operational in early 2026"
X Link @mvcinvesting 2025-10-14T16:04Z 75.6K followers, 30.9K engagements

"JUST IN: $CLPT announces promising results from a brain tumor laser therapy study to be presented at the CNS Annual Meeting in Los Angeles. The company reported findings from a Phase I-II clinical study conducted at Skne University Hospital in Lund Sweden evaluating the ClearPoint Prism Neuro Laser Therapy System for safety feasibility and efficacy. The study included XX patients (ages 1880) with primary or recurrent glioblastoma and Grade X astrocytoma two of the most aggressive and difficult-to-treat brain tumors. Key findings: - Improved survival compared to matched open-surgery controls -"
X Link @mvcinvesting 2025-10-07T21:30Z 75.6K followers, 30.5K engagements

"Marc Boroditsky Chief Revenue Officer of $NBIS gave another interview that was posted just a few hours ago. When asked about the bear case about GPUs becoming obsolete as new generations emerge here's what he said: "We're selling the hell out of Hoppers and those have been out for several years. I've actually got customers that have told me 'Can you get me 10000 Hoppers I'll take any Hoppers you have.'" He went on to explain that customers are using these GPUs for different types of scale requirements: Were going to see a range of needs. Yes the most advanced chips will be required for the"
X Link @mvcinvesting 2025-10-07T00:39Z 75.6K followers, 110.1K engagements

"Less than a month later $NBIS just shared how Videogen a generative video model was scaled using Nebius AI Cloud and Baseten Inference Stack. For context Videogen is used by over 4M professionals and organizations including Google Amazon and TikTok. $NBIS' platform isn't just about providing compute power it's about building the infrastructure layer that enables large-scale latency-sensitive AI workloads to run efficiently and cost-effectively. With $NBIS Videogen was able to: - Optimize inference runtimes to reduce GPU load - Orchestrate multi-GPU systems for smooth video generation - Scale"
X Link @mvcinvesting 2025-10-06T10:29Z 75.6K followers, 66.7K engagements

"JUST IN: $DLO and Western Union Partner to Expand Digital Payment Options Across Latin America. 🔥 The agreement aims to offer Western Union customers a faster more modern payment experience tailored to local habits and needs by integrating local and alternative payment methods into the brands digital channels such as cards and bank transfers in Chile Mexico Peru Panama Argentina and Brazil with strong potential to expand to other markets in the region"
X Link @mvcinvesting 2025-09-09T12:29Z 75.3K followers, 42.9K engagements

"I missed the word tariffs. Here we go again"
X Link @mvcinvesting 2025-10-10T21:18Z 75.6K followers, 41.5K engagements

"Absolutely stunning shot from today's $RKLB launch. 😍"
X Link @mvcinvesting 2025-10-14T20:14Z 75.6K followers, 39.3K engagements

"@PedroCoSilva Regardless of whether an agreement is signed soon REEs will remain Chinas most powerful political weapon until the U.S. manages to build a reliable supply chain a process that will take a very long time"
X Link @mvcinvesting 2025-10-12T11:19Z 75.6K followers, 1327 engagements

"TD SYNNEX Partners with $NBIS to Bring the High-Performance AI Cloud to IT Ecosystem 🔥 The partnership gives TD SYNNEX partners access to $NBIS' full-stack AI cloud combining hyperscaler flexibility with supercomputer performance powered by the latest NVIDIA GPUs. This collaboration allows partners to: - Deploy AI infrastructure in hours not weeks - Avoid upfront hardware costs - High performance with lower total cost - Flexible reserved-instance options - Access next-gen NVIDIA Blackwell GPUs (HGX B200 B300 GB300 NVL72) TD SYNNEX says this move helps democratize the modern AI market and"
X Link @mvcinvesting 2025-10-08T13:58Z 75.6K followers, 43.8K engagements

"In addition to this Jerome Powell mentioned that the Fed's outlook hasn't changed much since last month's meeting. That means we should still expect more rate cuts in 2025. $PGY is now up over 8%. 👀"
X Link @mvcinvesting 2025-10-14T16:39Z 75.6K followers, 53.2K engagements

"A major catalyst for $NBIS might be on the horizon 👀 I've been talking about this possibility for a while but yesterday ClickHouse's Co-Founder and CEO finally confirmed the company's plans to go public: I know it's in vogue for companies to stay private longer and I understand the reasons why they do it. They have this asymmetric advantage: access to large amounts of private capital the ability to grow aggressively and freedom from the constraints of being public. I'm a bit more traditional in the sense that I believe when a technology company reaches a certain scale with strong unit"
X Link @mvcinvesting 2025-10-09T10:33Z 75.6K followers, 94.4K engagements

"One red day and everyone starts to panic. Just relax and enjoy your weekend"
X Link @mvcinvesting 2025-10-10T20:18Z 75.6K followers, 59.8K engagements

"JUST IN: $DLO and XanderPay partner to simplify and modernize cross-border hotel payments across Africa Asia and Latin America 🔥 This collaboration spans XX key emerging markets including Argentina Brazil Chile China Colombia India Mexico Morocco Panama Peru Saudi Arabia Thailand and Uruguay"
X Link @mvcinvesting 2025-10-02T12:06Z 75.6K followers, 34.4K engagements

"Coinbase and Mastercard are reportedly in talks to acquire BVNK a leading provider of stablecoin infrastructure. Why do I care Because BVNK is a strategic partner of $DLO. Earlier this year the two companies announced a dual partnership to power stablecoin-enabled global payouts across 40+ markets. Through this collaboration: - BVNK provides stablecoin payment rails to $DLO enabling faster settlement times for its global merchant base. - $DLO in turn gives BVNK access to its Layer1 platform extending BVNK's fiat payout network into key regions such as Africa Asia and Latin America. The"
X Link @mvcinvesting 2025-10-13T15:49Z 75.6K followers, 43K engagements

"Happy $RKLB all-time high to those who celebrate"
X Link @mvcinvesting 2025-10-15T14:41Z 75.6K followers, 34.6K engagements

"$RKLB is officially my first 15-bagger. Average cost: $4.82/share. 🥳"
X Link @mvcinvesting 2025-10-10T13:35Z 75.6K followers, 111.2K engagements

"DataOne is expected to unveil a game-changing innovation for $NBIS data center in New Jersey soon. We don't know any details yet but based on a few comments from the company's CEO I believe it could be related to power consumption. While discussing the future of the industry he recently said: We may have other tech invented requiring a lot less power to give the same or better outputs. For now I'm just speculating. But if that's true it would directly address one of the biggest bottlenecks in the data center industry today"
X Link @mvcinvesting 2025-10-14T18:30Z 75.6K followers, 72.3K engagements

"I missed this news from Thursday night: DA Davidson reiterated its $XXX Price Target on $NBIS and kept a Buy rating 🟢 "We remain confident that $NBIS is likely to sign another large-scale commitment from a hyperscaler or frontier AI lab customer. Specifically news surrounding the Birmingham Alabama site given the power capacity that could be supplied there makes us incrementally more positive that another large deal is nearing. While the exact details of the site will enable us to better understand how fast capacity could be stood up (likely in the range of 10-24 months) we again would point"
X Link @mvcinvesting 2025-10-04T19:34Z 75.6K followers, 55.5K engagements

"This isnt talked about nearly as much as it should be. In a few years $NBIS' XX% stake in ClickHouse could be worth close to its entire current market cap. Just listen to what a Senior Staff Software Engineer at $TSLA had to say: "Data in ClickHouse is better than data anywhere else. No other system lets you slice and dice your data ask interesting questions and get answers in an acceptable amount of time. There's nothing out there that competes with ClickHouse." That explains why its trusted by OpenAI Anthropic Microsoft Meta Cloudflare ServiceNow and dozens of other top-tier names. The most"
X Link @mvcinvesting 2025-08-01T12:18Z 74.9K followers, 53.1K engagements

"Avride owned by $NBIS is seeing huge success on U.S. college campuses with its delivery robots. Heres one sidewalk packed with XX robots in action. Later this year Avride will also launch autonomous vehicles (similar to Waymos) in partnership with $UBER"
X Link @mvcinvesting 2025-09-11T22:53Z 75.6K followers, 58.1K engagements

"5) The U.S. Dilemma: Rich in Resources Weak in Processing The United States is fortunate to possess significant rare earth element (REE) reserves particularly at the Mountain Pass mine in California which is currently the only active REE mine in the U.S. Additionally there are other known reserves in states such as Wyoming Texas and Alaska as well as the potential for offshore deposits. However despite these abundant resources the U.S. remains highly dependent on China not for the raw materials themselves but for the critical step of refining and processing those materials into usable forms."
X Link @mvcinvesting 2025-10-13T12:06Z 75.6K followers, 6088 engagements

"The market needed a reason to take a breather. If it hadn't been today's allegations about $ORCL it would've been something else"
X Link @mvcinvesting 2025-10-07T16:43Z 75.6K followers, 34.8K engagements

"I just found a founder-led U.S. energy play that might be worth a Deep Dive. The best part is that Ive never seen a single person talking about it here. $2-3B market cap"
X Link @mvcinvesting 2025-09-19T14:17Z 75.6K followers, 231.1K engagements

"I'm a highly concentrated investor and many of you have been asking me to share some names from my watchlist. Here are X stocks with market caps under $5B that have strong potential to deliver solid returns in the coming years: 🧵👇🏻 1) $IREN Ive always been somewhat skeptical about $IREN mainly because I initially viewed it purely as a Bitcoin mining company. Even after learning about their growing AI segment I struggled to see how they could realistically compete in the AI cloud market. But it turns out thats not the point. The investment thesis is actually quite straightforward: $IREN is"
X Link @mvcinvesting 2025-07-02T17:10Z 75.6K followers, 321.8K engagements

"From daily screenshots of YTD gains to many investors blowing up their accounts in a day because of leverage or short-dated options all from less than a X% drop in $SPY. Hopefully some people learned what greed does"
X Link @mvcinvesting 2025-10-11T09:25Z 75.6K followers, 49K engagements

"Goldman Sachs upgrades $DLO from Neutral to Buy and raises its Price Target from $XX to $XX 🟢 "We have greater confidence it can deliver 20%+ EBITDA growth in the mid-term. We expect solid TPV growth through 2027 driven by: 1) Continued geographic expansion; 2) Increased share with existing merchants; and X. Attracting new merchants such as stablecoin operators. The firm also sees room for cost efficiencies to help offset volume sensitivity." Despite recent outperformance Goldman argues $DLO still looks undervalued trading at 10.0x 2026E EV/EBITDA nearly XX% below its 3-year average and"
X Link @mvcinvesting 2025-10-14T08:10Z 75.6K followers, 68.7K engagements

"I'm looking for new investment ideas to research. Which company under a $10B market cap do you believe offers asymmetric upside while remaining largely underfollowed Kindly avoid the commonly discussed names here I'm interested in overlooked opportunities"
X Link @mvcinvesting 2025-06-11T19:23Z 75.5K followers, 180.2K engagements

"$PGY strengthens balance sheet with expanded $132M credit facility. The company has more than doubled its revolving credit facility from $58M to $132M while also securing a 400bps reduction in borrowing costs. The new agreement brings in top-tier banking partners Citizens TD Bank Wells Fargo and Texas Capital alongside expanded commitments from existing lenders like BMO Valley Bank CIBC and Israel Discount Bank"
X Link @mvcinvesting 2025-10-02T13:10Z 75.6K followers, 62.9K engagements

"$NBIS Netflix and Outerbounds will co-host an event on October XX as part of Open-Source AI Week. The session will focus on Metaflow the open-source framework originally developed at Netflix and now widely adopted to scale ML and AI projects in production. Outerbounds a long-time user of Metaflow is also a very satisfied $NBIS customer. As the company's co-founder and CEO recently noted: "We have been working with many GPU providers since 2023. None have moved as fast or offered as mature a technical stack and scale as Nebius." Several fast-growing AI video generators including Higgsfield"
X Link @mvcinvesting 2025-10-07T17:43Z 75.6K followers, 37.5K engagements

"$NBIS Great interview with Aaron Katz Co-Founder and CEO of ClickHouse. Fun fact: Tesla now ingests over a billion events per second into ClickHouse. All of its observability data flows through ClickHouse they even have a table with a quadrillion rows. 🤯 ClickHouse's business model is usage-based driven by a mix of storage and compute consumption. That means customers like Tesla OpenAI Anthropic Meta Cloudflare and many others naturally spend more each year as AI adoption accelerates and data volumes explode. It's no surprise the company has more than quadrupled ARR over the past year. "We"
X Link @mvcinvesting 2025-10-09T09:54Z 75.6K followers, 72.7K engagements

"$CRWV's CEO during the Earnings Call: "The supply-demand imbalance in this market is only deepening as new enterprise adopters increasingly compete with large AI labs for limited capacity and services." As expected. Bullish for $NBIS"
X Link @mvcinvesting 2025-08-12T21:45Z 75.3K followers, 28.4K engagements

"The more I read about $CLPT and its role in the neurological field the more conviction I gain in the thesis. The numbers don't show it yet but a $600M market cap doesn't come close to reflecting the company's real-world impact. NFA"
X Link @mvcinvesting 2025-10-02T15:17Z 75.3K followers, 55.8K engagements

"📽 Here's my FULL INTERVIEW with Roman Chernin Co-Founder and Chief Business Officer of $NBIS. It was a pleasure to chat with Roman about both AI infrastructure as a whole and what differentiates Nebius' approach as well as how the company plans to build a sustainable business model over the long term. Once again I want to thank the entire team for making this happen as well as my audience for all your support throughout my journey. Without you none of this would have been possible. I sincerely hope you enjoy watching this interview as much as I loved recording it. Also available on YouTube."
X Link @mvcinvesting 2025-08-19T20:30Z 75.6K followers, 446.7K engagements

"Which stock have you been accumulating most recently that you view as offering an asymmetric risk-reward profile Please no more of the same XX tickers over and over. Surprise me with something off the radar"
X Link @mvcinvesting 2025-09-25T17:48Z 75.6K followers, 98.4K engagements

"I just initiated a brand-new position. 👀 More updates to come soon"
X Link @mvcinvesting 2025-08-12T18:30Z 75.6K followers, 156.3K engagements

"@daniel_koss Insights from GITEX 👀"
X Link @mvcinvesting 2025-10-15T18:29Z 75.6K followers, 2838 engagements

"I wasn't expecting a day like this but no complaints. $NBIS +8.9% $RKLB +9.3% $DLO -XXX% $HROW -XXX% $CLPT +19.9% $PGY +3.9% Portfolio: +7.2% YTD: +134.9%"
X Link @mvcinvesting 2025-10-02T20:06Z 75.6K followers, 65.5K engagements

"$RKLB has also reached a new all-time high. Happy day"
X Link @mvcinvesting 2025-10-03T16:43Z 75.6K followers, 30.2K engagements

"That's it. Thanks for reading 🙌🏻 I really enjoyed studying the REEs sector. Stay tuned for an upcoming Deep Dive on $MP where I'll break down the company's role in reshaping America's rare earth supply chain"
X Link @mvcinvesting 2025-10-13T12:06Z 75.6K followers, 14.8K engagements

"📅 $DLO will report its Q3 2025 results on November XX after the market close. Looking forward to covering everything here"
X Link @mvcinvesting 2025-10-08T13:22Z 75.6K followers, 60.5K engagements

"4) $RMS.PA This is easily one of my favorite companies in the world. When you can sell handbags for hundreds of thousands of dollars and even have those products appreciate in value youve clearly mastered the art of pricing power. Herms isnt just a brand its a symbol of exclusivity craftsmanship and timeless design. By maintaining strict control over production and focusing on a direct-to-consumer model Herms protects its margins strengthens customer relationships and reinforces its luxury image. Even during economic downturns Herms remains resilient thanks to its affluent customer base and"
X Link @mvcinvesting 2025-01-12T16:01Z 75.6K followers, 27.7K engagements

"I have no words. $NBIS just crossed $100/share. More than the money the feeling of seeing our research pay off is truly priceless. Thank you all for the kind DMs and support 🙏🏻"
X Link @mvcinvesting 2025-09-08T21:27Z 75.6K followers, 516.8K engagements

"$NBIS is one of NVIDIA's partners already preparing for 1MW racks and 800-volt DC power architectures. 👀 NVIDIA recently unveiled plans for its next-generation Vera Rubin NVL144 rack systems and Kyber architecture designed to handle massive AI workloads powered by up to XXX Rubin Ultra GPUs. The shift to 800-volt DC architectures represents a major upgrade from today's 415-480V setups offering higher energy efficiency reduced copper usage and greater scalability for high-density racks. "CoreWeave Lambda Nebius Oracle Cloud Infrastructure and Together AI are among other industry pioneers"
X Link @mvcinvesting 2025-10-15T11:48Z 75.6K followers, 40.5K engagements

"Friendly reminder: $NBIS will announce two new greenfield data centers in the U.S. soon each with the capacity to deliver hundreds of MW in 2026"
X Link @mvcinvesting 2025-09-23T21:41Z 75.6K followers, 73.6K engagements

"The stock market is the purest reflection of human behavior. Investing isnt just about understanding businesses. Its about understanding people including yourself"
X Link @mvcinvesting 2025-10-10T21:50Z 75.6K followers, 42.5K engagements

"🚨 $HITI Earnings Report is OUT Revenue of $149.7M vs. $146M est. 🟢 Adj. EBITDA of $10.6M vs. $XXX est. 🟢 EPS of $XXXX vs. ($0.01) est. 🟢 FCF of $7.7M up XXX% YoY ELITE Members up XXX% YoY Note: $HITI reported preliminary results last month so we already knew it would be a beat across the board. The updated estimates were $147.9M in revenue and $9.6M in adjusted EBITDA"
X Link @mvcinvesting 2025-09-15T20:03Z 75.1K followers, 37.5K engagements

"JUST IN: $HROW outlines its path to $250M in quarterly revenue by Q4 2027 with forecasted Operating Margins of 30-40%. 🔥"
X Link @mvcinvesting 2025-09-26T15:54Z 75.6K followers, 38.6K engagements

"I can't wait for my holdings to report their Q3 results. All I'm hoping for is just a fraction of the success we had last quarter"
X Link @mvcinvesting 2025-10-14T22:01Z 75.6K followers, 32K engagements

"Please share ideas for new stocks to research. Preferably: Market cap: $100M$5B Share price: $X Founder-led with skin in the game Underfollowed Consistently growing No need for capital raises soon FCF+ or near breakeven What are you buying 👇🏻👀"
X Link @mvcinvesting 2024-12-22T15:47Z 75.6K followers, 234.4K engagements

"Mark Needham Product Marketing Engineer at ClickHouse shared how Anthropic became one of their major customers. When Anthropic asked its own LLM Claude which database would be the best fit for their workloads the answer was ClickHouse. 🔥 $NBIS"
X Link @mvcinvesting 2025-10-14T10:33Z 75.6K followers, 38.3K engagements

"What stock should I cover in my next deep dive 👀 Requirement: Not tech-related"
X Link @mvcinvesting 2025-03-07T19:17Z 74.8K followers, 45.9K engagements

"If you had to go all-in on one stock and hold it for the next XX months which would you choose Catch: it has to be under a $3B market cap"
X Link @mvcinvesting 2025-08-25T12:18Z 75.6K followers, 228.5K engagements

"This is beyond ridiculous. After triggering sharp sell-offs in $UPST $PGY and even other fintechs like $SOFI with a note flagging concerning delinquency trends in Upstart's ABS securitizations BTIG has now issued an erratum. 🤦🏻♂ The firm originally overstated August delinquency levels due to a calculation error. The corrected data still shows delinquencies rising but nowhere near as dramatically as first reported. It remains a risk signal just a far less severe one. No words H/T @halfblindmonkey"
X Link @mvcinvesting 2025-10-01T12:58Z 75.6K followers, 237.7K engagements

"2) Why Rare Earths Matter REEs are foundational to the technologies that define the 21st-century economy and global security landscape. From decarbonizing energy systems to building autonomous weapons and intelligent machines REEs are indispensable to innovation infrastructure and sovereignty. Powering the Clean Energy Revolution As nations pursue aggressive climate goals REEs are increasingly recognized as non-substitutable components in technologies driving the energy transition: Neodymium and dysprosium are used to create high-performance permanent magnets in EV motors wind turbines and"
X Link @mvcinvesting 2025-10-13T12:06Z 75.6K followers, 7272 engagements

"JUST IN: $ORCL reportedly lost nearly $100M from renting out NVIDIAs Blackwell chips last quarter. Source: The Information AI infrastructure stocks are falling in sympathy. $NBIS $CRWV $IREN"
X Link @mvcinvesting 2025-10-07T15:20Z 75.6K followers, 247.1K engagements

"If you're wondering why $HROW is down over X% today here's the reason: The California Board of Pharmacy filed an amended accusation against $HROW and its subsidiaries alleging quality control and compliance issues at its compounding and outsourcing facilities (ImprimisRx NJ). The filing seeks potential disciplinary actions related to manufacturing practices though this is an administrative not criminal proceeding. My thoughts: 1) It doesn't appear to affect $HROW's FDA-approved branded division which is the core of the investment thesis and the company's main growth driver. The allegations"
X Link @mvcinvesting 2025-10-08T18:46Z 75.6K followers, 144.7K engagements

"JUST IN: $IREN announced it has signed additional multi-year cloud services contracts with leading AI companies for NVIDIA Blackwell GPU deployments. To date customer contracts have been secured for 11k of the 23k GPUs representing $225M in AI Cloud ARR expected to be in operation by the end of 2025. New NVIDIA Blackwell GPUs continue to be contracted ahead of delivery on an average term of X years at pricing that supports a 2-year revenue payback. Beyond the initial 23k GPUs $IREN is actively engaging with existing and prospective customers through site tours technical diligence and"
X Link @mvcinvesting 2025-10-07T10:43Z 75.6K followers, 83.5K engagements

"🚨 BREAKING: According to Fox Business citing sources familiar with the situation the recent Information report on $ORCL is off base and does not reflect the actual financials of that business"
X Link @mvcinvesting 2025-10-07T19:23Z 75.6K followers, 114.2K engagements

"I've spent the last few days reading about a really interesting small-cap company I hadn't heard of before. It's quite a complex business so it's taking me a while to understand it but I'm definitely intrigued. Deep Dive soon"
X Link @mvcinvesting 2025-10-05T17:31Z 75.6K followers, 183.7K engagements

"$NBIS A former AWS Senior Analytics Specialist joined ClickHouse and decided to test the company's compression capabilities. The results: it outperformed every other columnar storage system on the market even $SNOW. As Yonatan said this is just one piece of the data puzzle but ClickHouse continues to impress everyone in the industry"
X Link @mvcinvesting 2025-09-29T16:55Z 75.6K followers, 99.2K engagements

"JUST IN: $RKLB has signed a direct contract for two dedicated Electron launches with the Japan Aerospace Exploration Agency (JAXA) 🔥 Demand from Japan continues to grow. "The first launch scheduled from December 2025 will deploy the agencysRApid Innovative payload demonstration SatellitE-4 (RAISE-4) spacecraft a single satellite that will demonstrate eight technologies developed by private companies universities and research institutions throughout Japan. The second launch scheduled for 2026 is a JAXA-manifested rideshare of eight separate spacecraft that includes educational small sats an"
X Link @mvcinvesting 2025-10-10T12:07Z 75.6K followers, 55.1K engagements

"After falling X% yesterday $PGY continues to dump today following BTIG's note on $UPST. From my perspective there's no reason to believe $PGY's business is being affected by current market conditions. Looks like an overreaction to me but time will tell"
X Link @mvcinvesting 2025-09-30T16:56Z 75.6K followers, 167.2K engagements

"🚨 JUST IN: xAI is reportedly expanding its fundraising round to $20B with $NVDA said to be investing up to $2B in the equity portion. The round includes about $7.5B in equity and up to $12.5B in debt structured through a special purpose vehicle (SPV) tied to NVIDIA GPUs that will power Colossus X xAI's massive data center in Memphis. Under the deal the SPV will purchase the GPUs and xAI will rent them for five years allowing financiers to recover their investment while giving xAI access to huge compute power without heavy upfront costs. "The unique deal structure with the debt backed by the"
X Link @mvcinvesting 2025-10-07T23:36Z 75.6K followers, 109.4K engagements

"Roman Chernin Co-Founder and CBO of $NBIS joined Rita Kozlov VP of Product Management at Cloudflare to discuss the evolving dynamics of the AI infrastructure landscape. Topics discussed: 1) GPU Demand According to Roman the industry hasn't seen this level of GPU competition since the Hopper crunch of 2022. "People were ready to go very hard just to get access to compute. We saw startups signing three- and four-year deals without knowing if they'd even still exist that long." Although Nvidia's supply constraints have eased the shortage has returned this time due to the explosion of"
X Link @mvcinvesting 2025-10-11T13:57Z 75.6K followers, 42.2K engagements

"JUST IN: Anthropic is projecting $2026B in ARR by 2026 up from an expected $9B at the end of this year. 🤯 Friendly reminder: Anthropic runs its observability data on ClickHouse billed on a usage-based model. Long $NBIS. With major customers like Anthropic OpenAI Tesla Meta and other AI leaders it's no surprise ClickHouse has quadrupled its ARR over the past XX months"
X Link @mvcinvesting 2025-10-15T18:11Z 75.6K followers, 60.8K engagements

"JUST IN: $RKLB has signed another multi-launch agreement this time for three dedicated Electron missions with Japan-based iQPS 🔥 iQPS already launched five missions successfully and has four more on Rocket Labs manifest. With this new deal the total number of upcoming iQPS missions rises to seven officially making $RKLB the primary launch provider for the companys commercial Earth-imaging constellation"
X Link @mvcinvesting 2025-10-07T21:47Z 75.6K followers, 60.3K engagements

"One of $CLPT's partners BlueRock Therapeutics has released positive 36-month results from its Phase X trial of Bemdaneprocel a cell therapy for treating Parkinson's disease. For context BlueRock is owned by Bayer AG. The results showed the therapy was safe and well-tolerated with evidence of cell survival and potential functional improvements in patients over time. That said Phase X is still very early so while these results are encouraging they're not yet meaningful for $CLPT in the short term. The real impact would come if BlueRock advances to Phase X and eventually commercial deployment."
X Link @mvcinvesting 2025-10-07T18:46Z 75.6K followers, 25.9K engagements

"🚨 JUST IN: $DLO announced a secondary offering of 15M Class A shares all being sold by major shareholder General Atlantic. IMPORTANT: This is a secondary sale $DLO is not issuing new shares (no dilution). The float increases as more shares become available for trading. All in all no impact on the companys fundamentals this is simply General Atlantic reducing its stake"
X Link @mvcinvesting 2025-09-03T20:45Z 75.6K followers, 192.7K engagements

"Goldman Sachs raised its Price Target on $NBIS from $XXX to $XXX and keeps a Buy rating 🟢 "In the context of $NBIS' recent share price move and continued positive AI commentary we updated our bull-bear scenario analysis and continue to see a positive 4x risk-reward skew going forward. Additionally we are raising our revenue and EBITDA estimates for 20262030 to reflect a more constructive AI demand backdrop consistent with the positive revisions to our global team's GS Global Server TAM estimates. In this context we note that our colleagues have upgraded the GS Server TAM to reflect"
X Link @mvcinvesting 2025-10-08T09:22Z 75.6K followers, 100.8K engagements

"📅 $PGY will report its Q3 2025 results on November XX before the market open"
X Link @mvcinvesting 2025-10-08T14:54Z 75.6K followers, 29.2K engagements

"@PedroCoSilva $ABCL is too speculative for me personally"
X Link @mvcinvesting 2025-10-10T13:17Z 75.6K followers, 1278 engagements

"$PGY is trading lower in sympathy with $UPST after a note from BTIG flagged concerning delinquency trends in Upstart's ABS securitizations: August data from Upstart's ABS securitizations shows accelerating delinquencies in both the months of July and August. We are candidly surprised by the rapid increase. August 30+ day delinquencies across the trusts now exceed XXXX% up from XXXX% in July both of which are well above the XX% range that delinquencies have ranged at between October 2022 and May 2025. While the market is lumping both names together this may be more of a $UPST-specific issue"
X Link @mvcinvesting 2025-09-29T14:57Z 74.8K followers, 83.9K engagements

"I just published a new article: $TWST: Investment Thesis Explained A fascinating picks-and-shovels play sitting at the intersection of AI and biotech. I truly enjoyed researching this one"
X Link @mvcinvesting 2025-10-09T21:13Z 75.6K followers, 135.4K engagements

"Sentiment finally seems to be turning for $DLO now just a few cents away from a new 52-week high. The stock usually barely moves on new partnerships but this rally is being driven by: 1) Goldman Sachs upgrade and PT raise; 2) Motley Fool recommendation to paid members. It still is and will remain one of my largest positions"
X Link @mvcinvesting 2025-10-15T08:49Z 75.6K followers, 43.2K engagements

"JUST IN: $NBIS announces Cloudflare as a new enterprise customer. 🔥"
X Link @mvcinvesting 2025-08-07T11:07Z 74.8K followers, 70.6K engagements

"$NBIS just hit a new all-time high after Bloomberg revealed more details on its deal with Microsoft: - Access to 100000 NVIDIA GB300 GPUs - Includes using $NBIS' data centers to run large language models - Microsoft investing $33B in neoclouds (Nebius CoreWeave Nscale Lambda) to ease the AI crunch 🤝🏻"
X Link @mvcinvesting 2025-10-02T10:22Z 75.6K followers, 289.2K engagements

"3) $RKLB Some might call me crazy for this but the global space economy is only just beginning to take off and $RKLB is one of the few companies I can confidently say isnt going anywhere. As the leader in small launches with its Electron rocket $RKLB has already democratized access to space. Now with the upcoming Neutron rocket poised to challenge SpaceXs monopoly in medium launches $RKLB is cementing its position as a critical player in the space industry. But $RKLB's vision goes far beyond rockets. As one of the most vertically integrated space companies in the world its building an"
X Link @mvcinvesting 2025-01-12T16:01Z 75.6K followers, 28.9K engagements

"CORRECTION: It appears I was misled by someone I believed to be a reliable source. Motley Fool did not recommend $DLO so the recent buying pressure is likely due solely to Goldman Sachs upgrade. It's irrelevant to the thesis but I wanted to clarify and apologize. 🙏🏻"
X Link @mvcinvesting 2025-10-15T12:24Z 75.6K followers, 14.3K engagements

"One of my most expensive mistakes this year was writing this REEs article but not getting any exposure to the sector. The thesis was clear but as the U.S. and China moved toward a tariff deal I thought the momentum could fade. I still have my $MP Deep Dive draft and plan to finish it soon while also looking into smaller plays that could benefit from this war"
X Link @mvcinvesting 2025-10-12T10:24Z 75.6K followers, 101.7K engagements

"JUST IN: $ASTS has signed a commercial agreement with Verizon to launch space-based cellular service in 2026. $ASTS just hit $80/share for the first time ever in pre-market trading. Congrats bulls 👏🏻 The partnership will use Verizon's XXX MHz spectrum to connect standard smartphones directly to satellites. Voice video and messaging tests have already been successfully completed marking another major step toward global satellite-to-phone connectivity"
X Link @mvcinvesting 2025-10-08T11:52Z 75.6K followers, 52.7K engagements

"$NBIS Here's an interesting video featuring Avride's Global Head of Sales & Partnerships explaining the technology that powers the company's autonomous delivery robots. Definitely worth a watch. 🎥 Credits: ASME"
X Link @mvcinvesting 2025-10-06T23:14Z 75.6K followers, 43.8K engagements

"As usual my Deep Dive on $CLPT was shared for free. Full transparency: this was my smallest position but today's data gives me the confidence to significantly increase my exposure even if it means paying a higher price. One of the most misunderstood microcaps out there"
X Link @mvcinvesting 2025-09-24T12:33Z 75.6K followers, 122.9K engagements

"JUST IN: $AMD announced a multi-year partnership with OpenAI that could "provide a springboard to greater adoption of its technology and take its AI GPU revenue from $6.55B this year to over $100B" in the next few years. 😳 As part of the agreement OpenAI can acquire up to XX% of $AMD's shares at $XXXX per share. The partnership covers the deployment of roughly X GW of $AMD's upcoming MI450 chips starting in 2026 with revenue recognition beginning next year"
X Link @mvcinvesting 2025-10-06T11:40Z 75.6K followers, 75.5K engagements

"JUST IN: Citigroup has raised its forecast for AI infrastructure spending by tech giants to over $2.8T through 2029 up from $2.3T previously. $NBIS $CRWV $IREN $AMZN $MSFT $GOOGL $ORCL $META $NVDA $AMD $AVGO Hyperscalers' AI capex is now expected to hit $490B by 2026 vs. Citi's prior $420B estimate. Citi expects these higher spending plans to be echoed in Q3 earnings calls with guidance building ahead of visible enterprise demand"
X Link @mvcinvesting 2025-09-30T12:05Z 75.6K followers, 79.9K engagements

"4) China's Dominance and the Global Imbalance Over the past three decades China has transformed itself into the undisputed leader of the global rare earth industry. While several countries possess rich geological reserves Chinas dominance lies not only in mining but more critically in refining processing and magnet production which are the most technologically demanding and strategically valuable segments of the supply chain. Today China: Produces approximately XX% of the worlds rare earth elements Controls nearly XX% of global REE processing and separation capacity Handles over XX% of all"
X Link @mvcinvesting 2025-10-13T12:06Z 75.6K followers, 6515 engagements

"I recently added a new position to my portfolio. In my view this is a potentially asymmetric opportunity with explosive upside over the next 2-5 years. Heres a detailed breakdown of my investment thesis for $CLPT: 👇🏻🧵"
X Link @mvcinvesting 2025-07-03T15:01Z 75.6K followers, 159.2K engagements

"Here's why stocks like $DLO and $MELI moved higher today: 🧐 The U.S. Treasury announced it has directly purchased Argentine pesos and finalized a $20B currency swap agreement with Argentina's central bank a historic move aimed at stabilizing Argentina's financial system and supporting President Javier Milei's reform agenda. In the statement shared by Scott Bessent the U.S. emphasized its commitment to providing immediate market stability and backing Argentina's fiscal discipline and structural reforms. This level of support including direct FX purchases is extremely rare and signals"
X Link @mvcinvesting 2025-10-09T20:02Z 75.6K followers, 56.5K engagements

"JUST IN: $RKLB has successfully completed its 73rd Electron mission. ✅ Flawless execution"
X Link @mvcinvesting 2025-10-14T17:24Z 75.6K followers, 36.2K engagements

"@Jocker_938 I never owned $TALK"
X Link @mvcinvesting 2025-09-30T12:47Z 75.6K followers, XXX engagements

"Ive shared every single move Ive made with $RKLB here completely for free. Heres the post I wrote when I first started my position"
X Link @mvcinvesting 2025-10-10T17:54Z 75.6K followers, 79.9K engagements

"The new Street estimate sits at $1.68B. Thats a XX% increase in about five months. 🤯 And let me tell you one thing: $NBIS will still likely crush that number"
X Link @mvcinvesting 2025-09-29T15:30Z 75.6K followers, 48.9K engagements

"Another day another win for $DLO. $DLO integrates Capitec Pay to expand realtime open banking payments in South Africa. 👀 Capitec has over 24M active clients including 13M app users the largest digital payments audience in the country. Developed by Capitec Bank Capitec Pay allows users to make instant secure payments directly from their bank accounts no cards or third-party platforms required. Transactions are authenticated through the Capitec banking app giving consumers full control and eliminating the need to share sensitive financial details online. A standout feature is Variable"
X Link @mvcinvesting 2025-09-18T10:02Z 75.6K followers, 43.9K engagements

"For everyone asking my thoughts on how the $AMD x OpenAI deal impacts $NBIS here are my views. I think the effect on the investment thesis is neutral for three reasons: 1) Not necessarily bullish. We already knew that demand for AI infrastructure is exploding. This agreement is simply another sign of what's been obvious for months: the industry is scaling at an unprecedented pace. It doesn't fundamentally change the thesis for $NBIS since strong demand for compute was already a given. 2) Not bearish either. This move was largely expected. Anyone following the AI infrastructure space closely"
X Link @mvcinvesting 2025-10-06T21:03Z 75.6K followers, 66.1K engagements

"Everyone's talking about Rare Earth Elements (REEs) but few truly understand why they matter. In this thread I'll break down what makes REEs so critical the global imbalance threatening supply chains and the biggest challenge that still needs to be solved. 🧵👇🏻"
X Link @mvcinvesting 2025-10-13T12:06Z 75.6K followers, 117.8K engagements

"6) Toward a Mine-to-Magnet Strategy: Rebuilding America's Rare Earth Independence In response to its heavy reliance on China for rare earth elements the United States has accelerated its efforts to rebuild a domestic end-to-end supply chain capable of supporting both its defense and clean energy sectors. Central to this strategy is the governments expanded use of the Defense Production Act which since 2020 has directed more than $400M toward mining refining and magnet manufacturing. In 2025 this commitment deepened with a series of major policy and industrial moves aimed at securing every"
X Link @mvcinvesting 2025-10-13T12:06Z 75.6K followers, 5996 engagements

"Let's talk about what really matters. If we get a significant market correction which stock are you loading up on Bonus points if: - Under $10B market cap - Outside of tech - Founder-led - Near an inflection point - Solid balance sheet - Exposed to secular trends"
X Link @mvcinvesting 2025-10-11T12:22Z 75.6K followers, 156.8K engagements

"@owlSpeculator I'd say the risk is fairly low in the near term. BVNK's infrastructure depends on $DLO's local payout network across the most complex markets in the world which neither Coinbase nor Mastercard can easily replicate. Ending that partnership wouldn't benefit anyone"
X Link @mvcinvesting 2025-10-13T16:18Z 75.6K followers, 1548 engagements

"Singapore Prime Minister and Defence Minister visited $RKLB in New Zealand. 👀 Everyone was deeply impressed by the work and ethos"
X Link @mvcinvesting 2025-10-10T15:22Z 75.6K followers, 31.8K engagements

"Please share ideas for new stocks to research. Preferably: Market cap: $100M$5B Founder-led with skin in the game Underfollowed Consistently growing No need for capital raises soon FCF+ or near breakeven What are you buying 👇🏻👀"
X Link @mvcinvesting 2025-02-22T19:24Z 75.6K followers, 198.2K engagements

"JUST IN: $NBIS is spiking after Bloomberg reported that Microsoft is forecasting data center constraints through 2026 longer than previously outlined. 👀 They are literally turning away Azure customers right now due to lack of capacity. BULLISH"
X Link @mvcinvesting 2025-10-09T19:32Z 75.6K followers, 195.9K engagements

"7) Final Thoughts Rare earth elements may be misnamed they're not rare in nature but they are unquestionably rare in the global economy where refined supply is concentrated in just one country. As the world transitions toward electrification digitization and rearmament REEs are poised to become the next critical battleground in the 21st-century resource race. Chinas near-monopoly gives it outsize influence and its recent moves suggest a willingness to weaponize that dominance. Meanwhile the U.S. and its allies are scrambling to catch up racing to secure stable transparent and sustainable"
X Link @mvcinvesting 2025-10-13T12:06Z 75.6K followers, 15.5K engagements

"JUST IN: $CLPT announces expanded international clearances for its key therapy delivery product now approved in XX countries worldwide. 🌍👀 The company received new regulatory approvals for product use in Canada Hong Kong and Taiwan further strengthening its global footprint. This growing track record across major regulatory bodies is expected to de-risk BioPharma partners' pathways toward global scale and clinical standardization. "We believe that this is essential for speeding up the cell and gene therapy clinical trial process reducing technical risks and reducing surgical risks. The"
X Link @mvcinvesting 2025-10-06T22:00Z 75.6K followers, 37.1K engagements

"Please share any stock ideas youd like me to research next. Preferably: Market cap: $100M$5B Founder-led with skin in the game Underfollowed Consistently growing No need for capital raises soon FCF+ or near breakeven Not cyclical What are you buying 👇🏻"
X Link @mvcinvesting 2025-08-09T22:08Z 75.6K followers, 239.9K engagements

"$DLO casually drops a XXX% NRR in Q2 up from XXX% in Q1. 🤯"
X Link @mvcinvesting 2025-08-13T20:49Z 75.3K followers, 26.5K engagements

"You can't make this up. $QNTM announced a $7M cash reward for anyone who can prove its stock is being manipulated. 🤦🏻♂ Easily one of the most bizarre press releases I've ever seen"
X Link @mvcinvesting 2025-10-08T16:25Z 75.6K followers, 39.6K engagements

"@MktMavPro I didnt say trade war I was referring specifically to REEs. Regardless of tariffs REEs will remain Chinas most powerful political weapon until the U.S. manages to build a reliable supply chain which will take a very long time"
X Link @mvcinvesting 2025-10-12T11:04Z 74.9K followers, 2295 engagements

"JUST IN: Arete Research raised its Price Target on $NBIS from $XXX to $XXX and keeps a Buy rating 🟢 Back in April some of us were loading up under $XX. Fast-forward a few months and were looking at a PT nearly 10x higher. Let that sink in"
X Link @mvcinvesting 2025-09-12T10:01Z 75.6K followers, 254.9K engagements

"$CRWV's CEO is hyping the potential benefits of acquiring Core Scientific emphasizing the power of vertical integration. In doing so hes basically making the case for why $NBIS has a structural advantage. Funny"
X Link @mvcinvesting 2025-08-12T21:16Z 75.6K followers, 43.7K engagements

"JUST IN: Shake Shack Joins Avride (owned by $NBIS) and Uber Eats in Jersey City 🔥 Our robots have already become a familiar sight in Jersey City and were deeply touched by the warm welcome from the community. Were especially thrilled to now be delivering from Shake Shack a true local favorite and look forward to delighting more communities in the same way as we grow. Toby Snuggs Head of Sales at Avride"
X Link @mvcinvesting 2025-09-30T13:38Z 75.6K followers, 81.8K engagements