@CYinvest Avatar @CYinvest CYinvest

CYinvest posts on X about ai, $iren, $nbis, longterm 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 finance 52.05% stocks 31.51% technology brands 19.18% cryptocurrencies 12.33% countries 8.22% currencies 2.74% social networks 1.37% celebrities 1.37%

Social topic influence ai 35.62%, $iren #438, $nbis #469, longterm 9.59%, inference 9.59%, netherlands 6.85%, in the 6.85%, gold 5.48%, $googl 5.48%, matter 5.48%

Top accounts mentioned or mentioned by @kobeissiletter @zerohedge @deitaone @oguzerkan @kymkettler @sheerc12972 @dagliodavid @mbhogan @jwp626391 @mb_hogan @whiterunknight @1aminvesting @toptechstocksus @nolimitgains @terawulfinc @mrderivatives @javatar10 @roniveredadar @equity_by_mp @marlburrow38

Top assets mentioned Iris Energy Limited (IREN) Nebius Group N.V. Class A Ordinary Shares (NBIS) Alphabet Inc Class A (GOOGL) Metadium (META) TokenFi (TOKEN) Bitcoin (BTC) NVIDIA Corp. (NVDA) Amazon.com, Inc. (AMZN) Microsoft Corp. (MSFT) Uber Technologies, Inc. (UBER) NextEra Energy Inc (NEE) Duke Energy Corp (DUK) Vertiv Holdings Co (VRT) Electroneum (ETN) Advanced Micro Devices (AMD) NVIDIA (NVIDIA) Micron Technology, Inc. (MU)

Top Social Posts

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

"Theres still a lot of confusion around job openings vs job cuts and AI is a big part of the disconnect. The data (not headlines): US job openings: 8.8M (U.S. Bureau of Labor Statistics JOLTS) Layoffs: below long-term averages Quits rate: stable workers arent in panic mode Whats actually happening: This is labor reallocation not mass job destruction. Where AI comes in: AI replaces tasks not entire companies White-collar repetitive roles get cut first (ops support junior admin) Capital is redirected to AI infra data energy chips automation Fewer people needed per dollar of output higher"
X Link 2026-02-08T10:46Z [---] followers, [---] engagements

"$IREN Earnings in days: valuation disconnect heading into [----] The market is still valuing $IREN like a cyclical Bitcoin miner while earnings guidance clearly points to an AI infrastructure + cloud platform. Whats actually on the table for 2026: $9.7B Microsoft AI Cloud contract 5-year avg term 20% prepaid $1.9B ARR from Microsoft alone Targeting $3.4B total ARR by end-2026 140k GPUs planned supported by 3GW secured power Only 16% of secured power required to reach ARR targets This is contracted + financed growth not speculative expansion. Business model advantage: $IREN is vertically"
X Link 2026-02-02T15:00Z [---] followers, [---] engagements

"$Uber Technologies Q4 & FY25 earnings stock 10%: not a fundamentals problem but an expectations reset. Headline numbers (FY25): Revenue $43.9B (+18% YoY) Adjusted EBITDA $5.2B (+36% YoY) Free Cash Flow $5.4B (vs $3.4B FY24) Net income positive for the year Take rate stable across Mobility & Delivery Q4 highlights: Revenue $10.1B (+15% YoY) Adjusted EBITDA $1.3B (+44% YoY) FCF $1.6B in one quarter Trips +21% YoY Monthly Active Platform Consumers +14% YoY So why the sell-off [--]. Guidance disappointed vs very high expectations Street was pricing in continued EBITDA acceleration. Uber guided Q1"
X Link 2026-02-04T12:33Z [---] followers, [---] engagements

"$NBIS Nebius earnings preview Consensus expects continued revenue growth driven by AI cloud demand and accelerated GPU deployment. Key items to watch: QoQ revenue growth GPU capacity brought online Utilization rates Gross margin trend under heavy capex Backlog and contracted demand visibility Progress toward stated ARR targets Forward guidance on deployment pace The critical question: Is Nebius tracking toward its communicated ARR ramp or is capacity scaling ahead of monetization In AI infrastructure timing mismatches matter. If GPUs are deployed but not yet fully monetized reported revenue"
X Link 2026-02-12T06:35Z [---] followers, [---] engagements

"@KobeissiLetter Multifamily delinquencies dont surge out of nowhere. Years of zero rates + cap rate compression + floating debt. Refinance at 2x3x the cost and suddenly math matters again"
X Link 2026-02-12T13:55Z [---] followers, [----] engagements

"Broad market sell-off but $IREN and $NBIS holding up relatively well. Relative strength in a weak tape often tells you where smart money is not selling. Watching closely"
X Link 2026-02-03T19:44Z [--] followers, [---] engagements

"$QQQ -1.5% on the day. Meanwhile $NBIS +2.0% and $IREN +2.5% holding up strong. Thats relative strength. Not all tech trades the same in a sell-off"
X Link 2026-02-04T05:57Z [--] followers, [---] engagements

"AI is a capex-driven infrastructure build-out AI investment is funded primarily by corporate balance sheets and cash flows not consumer credit. Big Tech capex ( $QQQ) estimates: $427B (2025) $562B (2026) $637B (2027) That is not speculative leverage that is long-term capital allocation. Meta ( $META) alone guides $115135B capex in [----] largely for AI infrastructure. (3/8)"
X Link 2026-02-04T06:52Z [--] followers, [--] engagements

"The ultimate reality check: power Bubbles dont consume electricity at scale. According to the IEA: Data centers used [---] TWh in [----] (1.5% of global electricity) Projected to reach [---] TWh by [----] driven mainly by AI workloads This implies: New generation capacity Grid upgrades & substations Long-term PPAs Power-constrained growth Thats why AI increasingly behaves like an energy & infrastructure trade. (5/8)"
X Link 2026-02-04T06:52Z [--] followers, [--] engagements

"Why this matters for AI infrastructure stocks The bottleneck is shifting from chips power + grid + capacity. Thats why infrastructure names show relative strength: $IREN vertically integrated compute + power $NBIS AI-native infrastructure exposure Utilities / electrification: $NEE $DUK Power & cooling suppliers: $ETN $VRT This is not AI hype its industrial scale deployment. (6/8) https://twitter.com/i/web/status/2018940622028054537 https://twitter.com/i/web/status/2018940622028054537"
X Link 2026-02-04T06:52Z [--] followers, [---] engagements

"@KobeissiLetter Important to note: this move says more about USD debasement and real rates than about gold itself. Gold doesnt rally 17% in 48h in a stable monetary environment"
X Link 2026-02-04T06:53Z [--] followers, [---] engagements

"$GOOGL just printed everywhere. Services rev: $95.9B (beat) Ads rev: $82.3B (beat) Cloud rev: $17.7B (beat accelerating) EPS +31% YoY Revenue +18% YoY Annual revenue $400B for the first time But the real tell: [----] CapEx guided at $175185B vs $119.5B expected. This isnt optional AI spend. This is datacenters power GPUs networking land long-term contracts. Direct beneficiaries of this cycle: $NBIS $IREN $CRWV $CIFR $EQIX $DLR Hyperscalers are locking in capacity years ahead. AI infra cycle is early not late. https://twitter.com/i/web/status/2019160009167298918"
X Link 2026-02-04T21:23Z [---] followers, [---] engagements

"$GOOGL might be the most valuable company in the world in [--] years. Heres why: Unmatched ecosystem: Search YouTube Android Chrome Maps Gmail and billions of daily touchpoints Default distribution across the internet and mobile Data + feedback loops no competitor can replicate Vertical AI stack: Gemini + in-house TPUs + custom datacenter infra Search cash flows fund AI at hyperscale without dilution Cloud + AI finally converging into a platform not a product This isnt a single business. Its a self-reinforcing ecosystem. $GOOG https://twitter.com/i/web/status/2019165877929693381"
X Link 2026-02-04T21:47Z [--] followers, [---] engagements

"Fair point execution risk is real I definitely agree with you. But thats also exactly why this isnt being valued like a signed lease REIT today. The bet is that power + land + interconnection get scarcer faster than hyperscalers can wait. If IREN delivers most of the build (not perfect) the optionality alone rerates the asset. It really comes down to how much execution risk youre willing to underwrite versus how tight you think future capacity gets. https://twitter.com/i/web/status/2019290077172482081 https://twitter.com/i/web/status/2019290077172482081"
X Link 2026-02-05T06:00Z [--] followers, [---] engagements

"$IREN doesnt need to abandon BTC it needs to outgrow it. Independence comes from revenue quality not ideology. This is the path: Rebalance the revenue mix BTC mining = volatile cycle-driven cash flows AI / HPC = contracted duration-based revenues Sign long-term compute contracts Multi-year fixed or indexed pricing earnings visibility This is what the market actually rewards with higher multiples Use power optionality intelligently When BTC margins compress redirect electrons to AI workloads Power flexibility = embedded hedge BTC becomes downside protection not the thesis Mining covers fixed"
X Link 2026-02-05T08:10Z [--] followers, [---] engagements

"@oguzerkan Hyperscaler capex at $680B sounds bullish but most of that spend is concentrated in one ecosystem. $AMD needs sustained share gains and pricing power not just industry growth to justify that multiple"
X Link 2026-02-05T09:30Z [---] followers, [----] engagements

"@KymKettler @zerohedge Realistically there are only two options: 1.mandatory pension assets are exempt or 2.pension funds pay any tax at fund level. Taxing individuals on unrealized gains in locked pension pots simply cant work"
X Link 2026-02-05T13:18Z [--] followers, [---] engagements

"$IREN $NBIS by year-end these may be the levels we wish we had bought at"
X Link 2026-02-05T13:27Z [--] followers, [---] engagements

"$IREN Often bearish sentiment going into earnings creates better risk/reward than crowded bullish setups. Expectations matter"
X Link 2026-02-05T13:58Z [--] followers, 10.6K engagements

"@Whiterun_Knight @zerohedge Wait until $ASML leaves. The Netherlands wont survive that. They paid them billions a few years ago to stay in the Netherlands"
X Link 2026-02-05T14:48Z [---] followers, [---] engagements

"@DeItaone This is exactly what I flagged earlier. Memory (DRAM/HBM) is becoming the real bottleneck again especially for AI & server build-outs. Higher prices margin expansion for suppliers but increasing pressure on OEMs and capex planning. https://x.com/cyinvest/status/2016818217612611930s=46&t=x7islyfXokdktGLNQiCBMQ $NVIDIA strategic move: Multisource or die. To avoid lock-in $NVDA began qualifying both $MU and Samsung for HBM3E and HBM4 supply. This isnt a procurement move its a platform control move. NVIDIA refuses to give roadmap or pricing leverage to memory suppliers. Result:"
X Link 2026-02-05T14:57Z [--] followers, [----] engagements

"$IREN Limited Q2 FY26 Earnings Transition Quarter $IREN reported Q2 FY26 results that clearly reflect a strategic transition phase rather than steady-state operations. Key financials: Revenue: $184.7M down QoQ (vs $240.3M in Q1) Adjusted EBITDA: $75.3M Net loss: $(155.4M) driven by transition costs depreciation and non-cash items The decline in revenue and profitability is expected as $IREN deliberately reallocates capital and capacity away from Bitcoin mining toward AI & HPC infrastructure. Strategic highlights: Targeting $3.4B AI Cloud ARR by end-2026 Rapid expansion of GPU-based AI compute"
X Link 2026-02-05T21:12Z [---] followers, [----] engagements

"Funny how the companies with the smartest talent and deepest data ( $AMZN $GOOGL $META $MSFT ) are willing to spend aggressively on the future. Meanwhile Wall Street still struggles to think beyond its own block"
X Link 2026-02-05T21:41Z [--] followers, [---] engagements

"$IREN What looks like a revenue miss is actually a deliberate upgrade in revenue quality. Less BTC beta more contracted AI/HPC cash flows. BTC becomes downside protection not the thesis. Execution and infrastructure are already in place whats missing now are final contract announcements not demand. $IREN doesnt need to abandon BTC it needs to outgrow it. Independence comes from revenue quality not ideology. This is the path: Rebalance the revenue mix BTC mining = volatile cycle-driven cash flows AI / HPC = contracted duration-based revenues Sign long-term $IREN doesnt need to abandon BTC it"
X Link 2026-02-06T08:58Z [--] followers, [---] engagements

"Fair question. I dont think this is capex being cut its capex being reshuffled. In the near to medium term memory (HBM/DRAM) is still the gating factor: capacity cant scale as fast as AI compute and adding supply takes years not quarters. Longer term more suppliers and better yields will ease the pressure. But for the next few build cycles this shows up as capex sequencing and timing not weaker AI demand. https://twitter.com/i/web/status/2019733870338343290 https://twitter.com/i/web/status/2019733870338343290"
X Link 2026-02-06T11:24Z [--] followers, [--] engagements

"@DeItaone Consumer sentiment ticking up but lets keep perspective: [--] is still deep recessionary territory. The direction is improving the level isnt"
X Link 2026-02-06T15:57Z [---] followers, [--] engagements

"Lets talk about a new bottleneck for AI inference that isnt compute: Data movement and latency. Inference workloads are brutally time-constrained. Every token requires weights to be fetched moved and synchronized in milliseconds. When memory interconnects or networks lag GPUs stall no matter how many FLOPs they have. Thats why AI inference bottlenecks emerge when: Memory bandwidth cant keep up with model size Interconnects saturate before compute Network latency dominates token time This bottleneck is exactly whats driving the next wave of AI Capex. Big Tech isnt just buying GPUs anymore its"
X Link 2026-02-06T16:15Z [--] followers, [--] engagements

"@oguzerkan Agree. This is exactly what early-stage productivity shocks look like. Hiring slows first output holds up. The macro ROI shows up later but in software & IT its already obvious"
X Link 2026-02-08T10:27Z [---] followers, [---] engagements

"@KobeissiLetter This sounds dramatic but Chinas Treasury holdings have been trending down since [----]. This is continuation not a shock event. Context matters"
X Link 2026-02-09T06:48Z [---] followers, [----] engagements

"@SheerC12972 @KobeissiLetter Exactly. and thats the key distinction. Direct PBOC holdings down exposure rerouted via state banks and custodians. Which still makes this balance-sheet risk management not a sudden regime shift"
X Link 2026-02-09T08:08Z [---] followers, [---] engagements

"@zerohedge Europe talks about innovation while regulating it out of existence. China builds data centers in months. The US in quarters. Germany rejects billion-euro projects over paperwork. The Netherlands is exactly the same. This isnt leadership its self-inflicted stagnation"
X Link 2026-02-09T08:13Z [---] followers, [----] engagements

"@1amInvesting @zerohedge And this isnt accidental. Europe pushes electrification renewables and EVs including the Netherlands while chronically underinvesting in the power grid. Then acts surprised when theres not enough energy for data centers. This is policy failure not bad luck"
X Link 2026-02-09T08:14Z [---] followers, [---] engagements

"Capex fatigue is emerging as the defining AI theme and it directly accelerates the shift toward inference. Hyperscalers are guiding toward $600bn+ in cumulative capex for FY2526 largely driven by AI compute networking and data center expansion ( $MSFT $GOOGL $AMZN $META). Demand for AI is not in question. Returns on capital are. Training-heavy AI investment is front-loaded capital intensive and margin dilutive in the near term. As depreciation power costs and fixed infrastructure scale faster than monetization investors are increasingly focused on ROI timing rather than absolute spend. This"
X Link 2026-02-09T11:00Z [---] followers, [----] engagements

"Exactly. If they dumped aggressively yields would spike at first. But higher yields instantly make Treasuries more attractive. At that point long-only funds global reserves pensions and ultimately the Fed step in. So you get volatility not a permanent blow-out in rates. The real risk is the transition not the end state. https://twitter.com/i/web/status/2020858448376631581 https://twitter.com/i/web/status/2020858448376631581"
X Link 2026-02-09T13:52Z [---] followers, [---] engagements

"@DaglioDavid @KobeissiLetter I agree something has changed not necessarily the actions but the messaging. Saying it openly while letting the currency rally sends a different signal than quietly doing it in the background"
X Link 2026-02-09T13:54Z [---] followers, [---] engagements

"This isnt resilience its balance-sheet stress showing up with a lag. Consumers are leaning on both revolving and non-revolving credit despite 22%+ card rates. That tells you this isnt discretionary spending its cost absorption. Key point: Fed cuts havent flowed through to households. Credit card APRs stay sticky while real incomes are still pressured. Short term: consumption holds up. Medium term: delinquencies + margin compression for lenders. Debt is masking inflation not fixing it. https://twitter.com/i/web/status/2020871763182182854 https://twitter.com/i/web/status/2020871763182182854"
X Link 2026-02-09T14:45Z [---] followers, [---] engagements

"The real inference moat is not the model its whether you can manufacture output at sustainably low $/token under real-world SLAs. What Nebius ( $NBIS) does with Token Factory is often described as pricing per token but that misses the point. Tokenization is an execution constraint not a billing feature. By selling inference strictly per 1M input/output tokens (with explicit real-time vs batch pricing) Nebius collapses the entire stack GPU choice batching strategy KV-cache efficiency memory fragmentation scheduling power efficiency into a single observable KPI: $/token. At production scale"
X Link 2026-02-09T17:00Z [---] followers, [---] engagements

"@zerohedge DRAM is just one constraint. The real bottlenecks in AI data center build-outs are power grid access cooling density networking and deployment timelines. Compute scales faster than infrastructure. Ive written extensively on these system-level constraints Lets talk about a new bottleneck for AI inference that isnt compute: Data movement and latency. Inference workloads are brutally time-constrained. Every token requires weights to be fetched moved and synchronized in milliseconds. When memory interconnects or networks lag https://t.co/tdgvlyvWiB Lets talk about a new bottleneck for"
X Link 2026-02-09T18:17Z [---] followers, [----] engagements

"@DeItaone This isnt just AI spend. Its Big Tech explicitly choosing balance sheet leverage over equity dilution to fund data-center capex. The real question: can incremental $/token economics outrun rising funding costs or does this capex wave eventually tighten credit markets"
X Link 2026-02-09T18:56Z [---] followers, [---] engagements

"Agreed. At [--] GW AI infrastructure collides directly with national energy policy. Vertical integration shifts leverage away from hyperscalers but it also increases reliance on independent power-first operators as buffers against grid and permitting constraints. Compute is abundant. Power isnt"
X Link 2026-02-09T21:03Z [---] followers, [--] engagements

"Agreed and this is the second-order effect people miss. As hyperscalers sacrifice buybacks for AI capex ROI timing starts to matter more than headline spend. Thats exactly why inference long-duration contracts and power-secured infrastructure win. I made a similar point earlier: once capital tightens who owns power and execution matters more than who buys the most GPUs. Capex fatigue is emerging as the defining AI theme and it directly accelerates the shift toward inference. Hyperscalers are guiding toward $600bn+ in cumulative capex for FY2526 largely driven by AI compute networking and data"
X Link 2026-02-09T21:59Z [---] followers, [----] engagements

"@zerohedge Token volume value. Without $/token latency and batching efficiency this chart is mostly noise. Inference moats are built in infra not in token counts. https://t.co/pPY8JfGq1V https://t.co/pPY8JfGq1V"
X Link 2026-02-10T06:55Z [---] followers, [----] engagements

"Youre right on the timing nuance. Todays plenary session in the Tweede Kamer covers the Box [--] bill and its amendments not the final formal vote. That said this is the stage where amendments are accepted or rejected and political positions effectively crystallize. By the time of the formal vote in March the outcome is largely predetermined. Thanks for the clarification. https://twitter.com/i/web/status/2021203321256644785 https://twitter.com/i/web/status/2021203321256644785"
X Link 2026-02-10T12:43Z [---] followers, [---] engagements

"@KobeissiLetter Extreme positioning but not a catalyst by itself. Record shorts in iShares 20+ Year Treasury Bond ETF only matter if duration stops being toxic i.e. growth rolls over or inflation breaks. Until then crowded wrong"
X Link 2026-02-10T13:43Z [---] followers, [---] engagements

"@DeItaone Holiday spending slows is a polite way of saying consumers are prioritizing rent food and credit card payments over discretionary demand"
X Link 2026-02-10T14:05Z [---] followers, [---] engagements

"@MB_Hogan And Mark Hogan never misses"
X Link 2026-02-11T16:52Z [---] followers, [--] engagements

"Gold & Silver: what really caused the crash 🧵 The recent sell-off in $XAUUSD / $GC (gold) and $XAGUSD (silver) was not a macro regime shift. It was a balance-sheet driven liquidation event. Heres what happened: Banks trading desks and macro funds were forced to deleverage due to margin calls VaR / risk-limit breaches liquidity stress elsewhere on the balance sheet In stress events institutions dont sell what they want they sell what they can. Gold and silver are among the most liquid assets on bank balance sheets they become the ATM. This is why precious metals often sell off during crises"
X Link 2026-02-03T10:15Z [---] followers, [---] engagements

"Youre looking at $IREN with the wrong lens. This isnt a cheap cash cow story its a capacity arbitrage story. $392M CFO is backward-looking $1.3B capex is front-loaded to lock in power + land + grid $17B valuation prices future MW not trailing cash flows Bitcoin mining is the bridge not the end state. The real asset is secured power at scale in a world where hyperscalers are guiding $175185B in AI capex. Once AI workloads flip on: Utilization jumps Margins inflect Cash flows normalize fast Buying profitable today works in mature cycles. Buying scarce infrastructure before demand peaks is how"
X Link 2026-02-04T21:30Z [---] followers, [----] engagements

"@TopTechStocksUS Adding through a second fund says more than any podcast quote. This is long-term underwriting"
X Link 2026-02-07T09:16Z [---] followers, [----] engagements

"In the Netherlands the Tweede Kamer is voting today on a Box [--] regime that taxes unrealized capital gains. You may owe tax on profits that exist only on paper without selling without cashflow without realization. This is not a marginal tweak. It is a fundamental redefinition of what income means. What this policy actually does By taxing mark-to-market gains the state disconnects tax liability from liquidity. Asset values move tax bills follow regardless of whether the taxpayer has the cash to pay. That is not neutral taxation; it is forced behaviour. Predictable consequences - Investors are"
X Link 2026-02-10T12:18Z [---] followers, [----] engagements

"@zerohedge This reads like a classic mechanical regime: peak long gamma suppressing realized vol CTAs selling weakness buybacks absorbing flow. The question isnt direction its whether buybacks remain the marginal buyer once gamma flips or a real down tape shows up"
X Link 2026-02-10T13:02Z [---] followers, [---] engagements

"Hyperinflation is usually the wrong word but cash risk is real. Donald Trump has publicly argued for cutting policy rates toward 1%. That alone does not imply hyperinflation (which academically means 50% monthly inflation). But it does materially increase the risk of: negative real rates currency erosion duration losses asset price inflation without matching productivity This is not a doomsday scenario. It is a monetary regime shift. What this means for people holding cash Cash feels safe but in a low-rate / persistent-inflation regime it becomes a slow-bleed asset. If inflation runs at 45%"
X Link 2026-02-10T13:30Z [---] followers, [--] engagements

"Nebius ( $NBIS) acquiring Tavily is a strategic move to own the agent stack not a feature acquisition. Here's why: This is not about adding search. Its about moving from selling compute to controlling agent economics. On Feb [--] $NBIS signed a merger agreement to acquire Tavily an agent-native web access and extraction layer reportedly $275M upfront with performance-based earnouts. At first glance: product expansion. In reality: vertical integration into grounding infrastructure. And grounding is where the next moat forms. Why this matters structurally As AI shifts from copilots to autonomous"
X Link 2026-02-11T09:10Z [---] followers, [---] engagements

"@DeItaone $35k gap Cute. In the Netherlands the median household cant even qualify for the median home even before bidding wars. This isnt a rate shock. Its structural scarcity"
X Link 2026-02-11T15:25Z [---] followers, [---] engagements

"Grid access determines who can build AI capacity. Power architecture determines who can monetize it efficiently. Last week CYinvest initiated a position in $VICR. Why Because once megawatts hit the data center the next bottleneck sits inside the rack: Voltage conversion losses Current density constraints Thermal overhead Board-level power delivery efficiency AI racks are moving toward 80120kW+. Every conversion stage compounds inefficiency. Less efficiency more cooling fewer usable tokens per MW. Vicor operates in this exact layer: $400M+ annual revenue 50% gross margins Founder-led Minimal"
X Link 2026-02-11T17:06Z [---] followers, [---] engagements

"I think they can for a few structural reasons. VICR is vertically integrated which gives them control over manufacturing scale yields and quality (not dependent on third-party fabs). They already operate at $400450M revenue with 50% gross margins and minimal debt so they have balance sheet flexibility to expand capacity. More importantly: hyperscaler power modules arent spot buys. Once qualified into a rack architecture they typically run multi-year production cycles. Scaling isnt just about shipping more units. Its about maintaining efficiency at rising current density and thats exactly"
X Link 2026-02-11T18:32Z [---] followers, [--] engagements

"@jwp626391 Appreciate it Paul"
X Link 2026-02-12T07:27Z [---] followers, [--] engagements

"Nebius ( $NBIS) is scaling to [--] global AI infrastructure sites. $NBis announced nine new locations across the US and EMEA bringing the total footprint to [--] sites globally. This matters more than headline revenue growth. Why AI infrastructure scale is not just GPUs. Its: Power access Geographic redundancy Latency positioning Enterprise-grade deployment capability A 16-site footprint signals transition from high-growth AI cloud to distributed hyperscale architecture. Combine that with: [--] GW contracted power already secured Targeting [--] GW by YE26 Majority of new capacity from owned data"
X Link 2026-02-12T12:31Z [---] followers, [---] engagements

"@MB_Hogan Interesting to see that narrative shift in real time. If older GPUs are still clearing inference workloads economically the depreciation assumptions across the space were likely too conservative. That has meaningful implications for capital efficiency"
X Link 2026-02-12T20:23Z [---] followers, [--] engagements

"Multi-year GPU capacity commitments: moat or capital rigidity AI infrastructure players are increasingly entering multi-year GPU supply agreements aligned with fixed capex rollouts. For companies like Nebius Group ( $NBIS) this provides: Secured access to scarce compute Capacity visibility for enterprise contracts Structured infrastructure scaling At first glance that looks like a structural advantage. But heres the second-order question: What happens in a deflationary $/token environment Inference efficiency is improving through: Quantization Smarter batching KV-cache optimization Model"
X Link 2026-02-13T11:25Z [---] followers, [---] engagements

"This is what happens when economic policy is written by people whove never built capital incentives geared toward their next career move not long-term value creation. When do we put real economic competence back at the table #box3 #belasting"
X Link 2026-02-13T12:54Z [---] followers, [--] engagements

"A lot of AI discussions lump all bottlenecks together. Thats a mistake. HBM is a real constraint today but it behaves like memory always has: scarcity capex surge normalization cycles. EUV lithography is different. It doesnt scale with capital alone. It scales with physics engineering depth and time. Thats why some AI bottlenecks fade while others become structural control points in the value chain. Understanding that distinction matters more than chasing AI headlines. AI demand shows no signs of slowing: ASML Holding $ASML sales rose +16% YoY in [----] to a record [----] billion. This marks the"
X Link 2026-02-01T07:47Z [--] followers, [--] engagements

"I lean $NBIS over $IREN / $CIFR mainly on fundamentals. $NBIS is building a full-stack AI infra platform (compute + networking + software + services) not just bare metal. Multiple hyperscaler contracts already signed Revenue visibility improves materially post-deployment (longer contract duration vs pure infra) Higher long-term gross margin potential vs single-layer miners Current valuation implies execution failure not steady-state economics Market wants proof. Once utilization + revenue ramp show up in earnings risk perception should compress fast."
X Link 2026-02-01T11:16Z [--] followers, [---] engagements

"$NBIS is trading at a clear valuation and sentiment discount. The stock is now 40% below its all-time high ($141) and just sold off 10% in a single session despite no material change in fundamentals. Market context: Current price: $85 Market cap: $21.5bn Heavy volume: 18M shares traded (above avg) forced de-risking not fundamentals 1Y analyst target: $151+ (implies 75% upside) Fundamentals remain strong: Q3 revenue $146m (+355% YoY) Exit ARR $551m $79bn ARR guided for YE-2026 [---] GW contracted power by [----] Capacity sold out demand supply Core AI infra at 19% adj. EBITDA margin Valuation"
X Link 2026-02-02T10:07Z [--] followers, [----] engagements

"@NoLimitGains Turning a theoretical lab experiment into gold as common as copper is a massive leap. If China could do this at scale they wouldnt be hoarding physical gold and we wouldnt hear it first from an X thread"
X Link 2026-02-02T15:35Z [--] followers, [---] engagements

"@TeraWulfInc This is bullish for the entire NeoCloud stack. As AI demand accelerates the winners will be those with secured power scalable land and execution track records. $IREN and $NBIS are positioned ahead of the curve"
X Link 2026-02-02T21:26Z [--] followers, [----] engagements

"@DeItaone If NVIDIA were the issue the entire AI stack would be stalling. It isnt"
X Link 2026-02-02T21:34Z [--] followers, 13.2K engagements

"@KobeissiLetter Calling this an acquisition feels generous. Its more like Elon Musk reorganizing his own balance sheet. Moving money from his left pocket to his right pocket all for IPO prep"
X Link 2026-02-02T21:54Z [--] followers, [---] engagements

"@Mr_Derivatives Exactly. This wasnt fresh demand it was forced liquidation first then a positioning squeeze. Gold & silver were sold for balance-sheet liquidity not because the thesis broke. Once that pressure faded monster bounce. Ready for the bounce lets go"
X Link 2026-02-03T10:19Z [--] followers, [---] engagements

"@DeItaone A Fed governor saying inflation isnt a concern and rates should be cut 100bps in [----] yet markets still trade like policy stays tight forever. Interesting"
X Link 2026-02-03T13:49Z [--] followers, [---] engagements

"$PYPL down 18% after earnings. This is not a collapse of the business but a collapse of the growth narrative. Low single-digit revenue growth declining take rates and intensifying competition leave little support for a fintech multiple. The market is no longer debating survival but valuation. Strong cash flow. Weak momentum. That gap is whats being priced. Personally no position in PayPal and no plans to initiate one. https://twitter.com/i/web/status/2018689483974009196 https://twitter.com/i/web/status/2018689483974009196"
X Link 2026-02-03T14:14Z [--] followers, [---] engagements

"@KobeissiLetter Condos are the pressure valve of housing. Higher HOA fees insurance costs and tighter financing hit here first. Single-family usually lags"
X Link 2026-02-03T14:15Z [--] followers, [---] engagements

"This cycle has audited revenue not paper profits In [----] profits were accounting artifacts tied to mispriced risk. In AI revenue is real: NVIDIA ( $NVDA) FY2025 revenue: $130.5B (+114% YoY) Data Center segment: +142% YoY ( $NBIS $IREN $CRWV) That is physical product delivered deployed and paid for not financial engineering. (4/8) https://twitter.com/i/web/status/2018940616361615786 https://twitter.com/i/web/status/2018940616361615786"
X Link 2026-02-04T06:52Z [--] followers, [---] engagements

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