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@BagelC47 Avatar @BagelC47 BagelC47

BagelC47 posts on X about $nbis, $lmnd, open ai, $pgr the most. They currently have XXXXX followers and 1093 posts still getting attention that total XXXXX engagements in the last XX hours.

Engagements: XXXXX #

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Mentions: XX #

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Followers: XXXXX #

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CreatorRank: XXXXXXX #

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Social Influence #

Social category influence stocks technology brands countries finance

Social topic influence $nbis #43, $lmnd #292, open ai, $pgr, jersey, neo, amazon web services, breakthrough, suave, prize

Top assets mentioned Nebius Group N.V. Class A Ordinary Shares (NBIS) Lemonade, Inc. (LMND) Progressive Corp (PGR) Shopify Inc (SHOP) IREN Limited (IREN)

Top Social Posts #

Top posts by engagements in the last XX hours

"@babyfolio Open AI 😂 just kidding who knows"
X Link @BagelC47 2025-10-13T19:12Z 1085 followers, XX engagements

"The bitter sweet taste of vindication $LMND $PGR"
X Link @BagelC47 2025-09-21T18:54Z 1085 followers, 2330 engagements

"@longoption @PaperBagInvest Paper bag did more math than me on that. He's where the management is. Exiting 2027"
X Link @BagelC47 2025-10-12T22:57Z 1114 followers, XXX engagements

"I dont care whos more efficient Iren or Nebius. What matters is what gross margins look like once Nebius gets its Jersey DC running. Theres more to this story than power efficiency. CoreWeave charges more because it can not because its that much less efficient but because demand and reputation let it. Nebius is probably more efficient and might chase business with lower prices. Iren Maybe the most power-efficient but it doesnt have XX notable customers or Nebiuss reputation. Obsessing over power efficiency misses the forest for the trees results will speak for themselves. All that matters is"
X Link @BagelC47 2025-10-14T23:05Z 1089 followers, 2278 engagements

"@PaperBagInvest $LMND revenue estimate for next 4Qs - to give you an idea what the re-insurance effect could look like 🔥🔥🔥"
X Link @BagelC47 2025-10-12T19:06Z 1089 followers, 15.7K engagements

"@longoption We probably are in a recession already GPD growth is likely zero excluding DC capex spend according to some sources. But the disconnect between the real economy and the AI economy is pretty large. Strange times"
X Link @BagelC47 2025-10-13T01:58Z 1084 followers, XX engagements

"@longoption @PaperBagInvest This CAC spend should be dialed up as fast as unit economics allow in my eyes. It's like what the NEO clouds are doing with CAPEX"
X Link @BagelC47 2025-10-13T01:15Z 1085 followers, XX engagements

"@longoption @PaperBagInvest technology companies look unprofitable and asset light on paper even though they are fundamentally very profitable and asset rich in the form of lifetime value"
X Link @BagelC47 2025-10-12T23:08Z 1085 followers, XXX engagements

"Nebius and the Channel Flywheel: How TD SYNNEX Ends Utilization Risk and Accelerates the AI Cloud When Amazon Web Services (AWS) first launched in 2006 its mission was simple: rent compute to anyone with a credit card. But as cloud demand exploded Amazon hit a logistical wall. Selling directly to every enterprise wasnt scalable. The breakthrough came with the AWS Partner Network (APN) a vast web of resellers managed-service providers (MSPs) and software vendors that distributed AWS capacity on Amazons behalf. By the late 2010s roughly half of AWSs enterprise revenue flowed through these"
X Link @BagelC47 2025-10-08T23:27Z 1089 followers, 37K engagements

"@MB_Hogan I'm at a loss myself. Must be a French suave thing 😆 (speaking from an Italian background)"
X Link @BagelC47 2025-10-15T03:28Z 1114 followers, XXX engagements

"It will give back a lot of hope to everyone on how to solve the most stringent systemic issue mankind is facing" $NBIS"
X Link @BagelC47 2025-10-15T02:38Z 1089 followers, 2291 engagements

"This thread frames Shopifys use of $NBIS as a story about multi-cloud deployment and efficient bare metal. Thats part of it but it misses the bigger picture: Nebius isnt just a host; its evolving into a full-stack AI development platform. Shopify isnt necessarily using Nebiuss full PaaS stack but its engineering blog makes clear that the company fine-tunes open-weight models like Qwen LLaMA and Nomic on proprietary data and is engaging with neo-cloud providers such as Nebius to access large GPU training clusters. Even if that collaboration is focused mainly on compute today it reflects a"
X Link @BagelC47 2025-10-15T05:33Z 1114 followers, 1152 engagements