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@LiebermanAustin Avatar @LiebermanAustin Austin Lieberman

Austin Lieberman, also known as @AustinLieberman on Twitter, is sharing his investment insights and portfolio updates. He recently invested in AI-related stocks, including IREN and PATH, and expressed his long-term bullish view on companies like Adobe ($ADBE), Brookfield Renewable Partners ($BEP), and Amazon ($AMZN). He also shared his concerns about the valuation of certain stocks, such as Palantir ($PLTR).

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Social Influence

Social category influence stocks #4238 finance #5801 technology brands XXXXX% cryptocurrencies XXXX% social networks XXXX% currencies XXXX%

Social topic influence ai 10.29%, $path #77, stocks #632, $iren #43, $googl 5.88%, $amzn #246, bitcoin #6900, market cap #19, $nbis #44, bullish #634

Top accounts mentioned or mentioned by @couchinvestor @madeinborsacom @couch_investor @polymarket @manuinvests @veksonpu @invest_alph @ok_surf @canadakaz @davidjacobslive @crypgreen123 @danieldines @morganlbrennan @jonfortt @michaeljburry @bipulsinha @davidgfool @polymarketmoney @bourboncap @d1ggin

Top assets mentioned UiPath, Inc. (PATH) IREN Limited (IREN) Alphabet Inc Class A (GOOGL) Amazon.com, Inc. (AMZN) Bitcoin (BTC) Nebius Group N.V. Class A Ordinary Shares (NBIS) Strive, Inc. (ASST) Carvana Co. (CVNA) NVIDIA Corp. (NVDA) Cryptonex (CNX) Rubrik, Inc. (RBRK) Perimeter Solutions, SA (PRM) Microsoft Corp. (MSFT) CoreWeave, Inc. (CRWV) Cipher Mining Inc. Common Stock (CIFR) ProCap BTC (BRR) Fluence Energy, Inc. Class A Common Stock (FLNC) 501 (23) Palantir (PLTR) Okta Inc (OKTA) Hut X Mining Corp. (HUT) XLink Bridged BTC (ABTC) Confluent, Inc. Class A Common Stock (CFLT) Rocket Lab USA, Inc. Common Stock (RKLB) NextEra Energy Inc (NEE) Brookfield Corporation (BN) Adobe, Inc. (ADBE) Walmart, Inc. (WMT) Taiwan Semiconductor (TSM) Galaxy Digital Inc. (GLXY)

Top Social Posts

Top posts by engagements in the last XX hours

"Whats the best stock you own thats underfollowed and no one else is talking about For me its Perimeter Solutions $PRM. Will Thorndike is on their board and theyre very much taking an Outsiders approach. Up XXX% for me"
X Link 2025-12-04T03:20Z 66.4K followers, 4097 engagements

"This guy is not your friend. He pumps stocks when theyre going up creating hype and FOMO Then he criticizes inexperienced people who follow him in. $ASST has 750k in TTM revenue and a $750M market cap. Thats a P/S of around 1000. Even worse they claim to be some Bitcoin ETF company but their revenues come from discord servers and social media subscription services. Ill be surprised if theyre still around in X years"
X Link 2025-11-14T13:50Z 66.4K followers, 210.2K engagements

"Something doesnt add up. This guy runs a fund and serves on the board of $IREN but its somehow legal for him to peddle small cap stocks like $ASST and share what is basically insider information Youd think hed be focused on his board position with $IREN down 40%"
X Link 2025-12-02T18:28Z 66.4K followers, 58.6K engagements

"$IREN was down XX% today. The market is panicking over dilution. Youre going to see a lot of this if you own any of the Neo Cloud/AI infrastructure companies like $NBIS $CRWV $CIFR and others. If you look at the "Microsoft Math from their massive $MSFT contract this raise was inevitable Here is the breakdown of the $2B raise and why the bill for that $9.7B contract just came due: $IREN announced a $2B convertible note offering + equity raise. The market hates uncertainty and dilution so the stock puked. But you have to view this in the context of the massive $MSFT deal announced last month."
X Link 2025-12-02T21:44Z 66.4K followers, 100.8K engagements

"No association with $BRR but I would XXX% trust Pomp and Id stay miles away from Saylor. Thats the power of personal brand"
X Link 2025-12-10T13:43Z 66.4K followers, 6469 engagements

"Fluence Energy $FLNC Q4 2025 Results FY25 Revenue: $XXX billion FY25 Adjusted Gross Margin: XXXX% (record) FY25 Adjusted EBITDA: $XXXX million Q4 Order Intake: Over $XXX billion (record) Current Backlog: $XXX billion Liquidity: Approximately $XXX billion FY 2026 Revenue Guidance: $3.2B - $3.6B (50%+ growth)"
X Link 2025-11-26T12:10Z 66.4K followers, 14.2K engagements

"Palantir $PLTR really is the biggest bubble stock of the last XX years. They could grow revenue per share by XX% in FY XX then XX% in FY XX AND trade at a historically high P/S ratio of XX the stock will still be down XX% over the next two years"
X Link 2025-11-29T04:40Z 66.4K followers, 6204 engagements

"BREAKING: $OKTA beat on revenue and adjusted EPS. Stock down slightly after hours but the report looks good overall"
X Link 2025-12-02T21:19Z 66.4K followers, 6634 engagements

"BREAKING: $PATH up X% after double beat and raising guidance above expectations. Stock was very cheap heading into earnings Adjusted EPS: $XXXX vs $XXXX estimates Revenue: $XXXXXX million bs est $XXXXXX million ARRof $XXXXX billion up XX% YoY and ahead of expectations Net new ARRof $XX million. Dollar based net retention rateof 107%. Guidance:revenue of$462 million to $XXX million vs estimate of$462.91 million"
X Link 2025-12-03T23:00Z 66.4K followers, 13.5K engagements

"Great job @danieldines and the $PATH team. They bet the business on transitioning to Agentic AI and were seeing early signs of the new strategy taking root. Also props to Daniel for talking about the business and NOT mentioning the stock price"
X Link 2025-12-04T04:16Z 66.4K followers, 10.5K engagements

"Wait is this true"
X Link 2025-12-07T22:36Z 66.4K followers, 47.3K engagements

"Who else is ready to re-bundle and just go back to paying for cable TV Life used to be so simple"
X Link 2025-12-08T21:08Z 66.4K followers, 4947 engagements

"See AI isnt taking all the jobs. Its just moving them from earth to outer space thats all"
X Link 2025-12-09T11:06Z 66.4K followers, 3708 engagements

"@Polymarket See to find a job you just have to be willing to travel a little"
X Link 2025-12-09T11:07Z 66.4K followers, XXX engagements

"$CVNA is one of the most over priced stocks in the market. $100B market cap. $18B in revenue $555m of free cash flow Trading at a price to free cash flow ratio of. 175X INSANE"
X Link 2025-12-09T04:45Z 66.4K followers, 8289 engagements

"Bullish for $NVDA"
X Link 2025-12-10T13:42Z 66.4K followers, 4646 engagements

"The beauty of diversification. Im bullish on AI but its not my entire portfolio. $IDR leading the way today for me. Whats your best performing non-AI stock"
X Link 2025-12-11T17:22Z 66.4K followers, 2376 engagements

"$PATH is going all in on Agentic Automation which youre going to start hearing a lot more about. Trades at 4x next year revenue and a P/E under XX. Management is making a big bet and if theyre right the stock is incredibly cheap"
X Link 2025-10-08T15:18Z 66.4K followers, 33.1K engagements

"CNX Resources $CNX is executing one of the most aggressive share buyback plans ever and no one is talking about it. Theyve retired XX% of shares in Q3 2020 and they still have X years left of their buyback plan"
X Link 2025-10-12T00:19Z 66.4K followers, 6899 engagements

"@BourbonCap Check out $CNX. Most aggressive buyback plan Ive ever seen"
X Link 2025-11-29T12:03Z 66.4K followers, XXX engagements

"This is why we diversify folks $IREN down XX% today $NBIS down X% today My portfolio down XXXX% today"
X Link 2025-12-02T21:51Z 66.4K followers, 22.9K engagements

"🚨 🚨 🚨 🚩 🚩 🚩 When a CEO comes out and talks about the stock price like this its is almost always a MAJOR RED FLAG. $HUT $ABTC"
X Link 2025-12-02T22:30Z 66.4K followers, 21.4K engagements

"@__d_1ggin Nice. Im long but I just gotta go with $AMZN because it has a little less credit risk"
X Link 2025-12-03T17:27Z 66.4K followers, XXX engagements

"Last week I highlighted two short-term earnings based trades for the trading portion of my portfolio (roughly XX% of my portfolio is allocated towards short-term trades). Idea #1 was adding to our UiPath $PATH position and Idea #2 was opening a position in Rubrik $RBRK The trades worked out very will with both companies up around XX% on the week. More importantly both companies reported great quarterly results and Ill be keeping both in the portfolio. Today Im sharing the full portfolio my transactions from last week and important updates from companies in our portfolio"
X Link 2025-12-08T11:54Z 66.4K followers, 4614 engagements

"$CFLT being acquired at 11x sales is bullish for $PATH & $RBRK. Re-rating is taking hold for $PATH"
X Link 2025-12-08T13:40Z 66.4K followers, 31.4K engagements

"BREAKING: ROCKET LAB $RKLB CLEARS SIGNIFICANT MILESTONE ON PATH TO FIRST NEUTRON LAUNCH. Neutron launch vehicles innovative Hungry Hippo captive fairing has successfully completed qualification testing and is enroute to Virginia for Neutrons first launch"
X Link 2025-12-09T13:06Z 66.4K followers, 5905 engagements

"AI INFRASTRUCTURE UPDATE: NEXTERA & GOOGLE PLAN TO ACCELERATE US DATA CENTER BUILD-OUT NextEra and Google currently have XXX gigawatts of electricity generation in operation or contracted $NEE & $GOOGL plan to launch an AI-powered product by mid-2026 that will help manage work in the field predicting energy equipment problems and other functions aimed at increasing the reliability of the grid"
X Link 2025-12-09T16:09Z 66.4K followers, 3101 engagements

"I called it with META then Google now I think Amazon is next. $AMZN is trading at its lowest P/OCF multiple since 2023 when it was trading at $XX. AWS is on fire and Amazon will save billions in OPEX due to AI/Automation. Bookmark this and check back in X years"
X Link 2025-10-22T13:51Z 66.4K followers, 529.1K engagements

"The #1 Datacenter & AI company no one talks about: Brookfield Corporation $BN Reports earnings today and Ill have a full FREE review out for newsletter subscribers tomorrow. Link in my profile if you want to get it"
X Link 2025-11-13T11:09Z 66.4K followers, 6518 engagements

"2024 was the year of $NVDA 2025 was the year of $GOOGL 2026 will be there year of $AMZN"
X Link 2025-12-02T16:53Z 66.4K followers, 19.6K engagements

"What stock are you most confident that you WILL NOT permanently lose capital buying today For me it has to be $AMZN. Stock is cheap and I literally cant imagine life without Amazon existing"
X Link 2025-12-03T17:22Z 66.4K followers, 8311 engagements

"THIS IS INSANE: $ADBE IS TRADING AT A P/E OF XX. WHILE $WMT TRADES AT A P/E OF XX. MAKE IT MAKE SENSE"
X Link 2025-12-09T11:50Z 66.4K followers, 102.5K engagements

"UPDATE: $TSM PRICE TARGET RAISED TO $XXX + New Price Target: $XXX (raised from $290) + Rating: Outperform (maintained) + Upside: The new target represents approximately a 12-14% upside from the trading price at the time of the note ($295)"
X Link 2025-12-09T14:26Z 66.4K followers, 3229 engagements

"Can someone tell me why Carvana $CVNA is not complete and total fraud From Gemini: Carvana (CVNA) is arguably the textbook example of the scenario you are asking about. It has a massive "shadow" market cap held in Class B shares creates extreme volatility that often looks like manipulation and has been the target of serious fraud allegations. Here is the investigation into Carvanas Class B structure and whether it signals manipulation. X. The Structure: "The Up-C" Carvana uses a complex structure known as an "Up-C" (Umbrella Partnership Corporation). This is common in private equity but"
X Link 2025-12-12T02:31Z 66.4K followers, 22.5K engagements

"One of the best things about this pullback in AI stocks is that my feed isnt full of people saying $NBIS $IREN $GLXY and others are going to 10x in the next two years any more. High quality high growth stocks are finally in ranges where I think accumulating shares could serve investors with a 5+ year time horizon well. *I own $NBIS and $IREN"
X Link 2025-12-12T11:29Z 66.4K followers, 10.1K engagements