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@StableBread Avatar @StableBread StableBread

StableBread posts on X about $wlac, $nbis, employees, $315m the most. They currently have XXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.

Engagements: XXX #

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Mentions: XX #

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Followers: XXX #

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CreatorRank: XXXXXXXXX #

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Social Influence #

Social category influence finance XXXXX% stocks XXXXX% technology brands XXXX%

Social topic influence $wlac #3, $nbis #199, employees #837, $315m 2.33%, $170m 2.33%, $190m 2.33%, $180m 2.33%, market cap 2.33%, $614m 2.33%, price of XXXX%

Top accounts mentioned or mentioned by @realroseceline @aleabitoreddit @sanknyc @krossroads @kabraxfx

Top assets mentioned Nebius Group N.V. Class A Ordinary Shares (NBIS) Uber Technologies, Inc. (UBER) NVIDIA Corp. (NVDA) Microsoft Corp. (MSFT) Galaxy Digital Inc. (GLXY) Hundred Million (100M) CoreWeave, Inc. (CRWV) Deckers Outdoor, Corp. (DECK) Perimeter Solutions, SA (PRM) Chipotle Mexican Grill, Inc. (CMG) First American Financial Corporation (FAF)

Top Social Posts #

Top posts by engagements in the last XX hours

"The growth numbers tell an interesting story: 2025E: $31.5M revenue (298% growth) 2026E: $170M to $190M revenue (midpoint $180M) EBITDA margins: approaching XX% At $XX per share with 61.4M shares outstanding the market cap is $614M (current price of $WLAC is $13/share). With $112.8M net cash enterprise value is about $501.5M implying 3.4x 2026E EV/Sales (midpoint of their 2026 revenue guidance)"
X Link @StableBread 2025-10-23T22:19Z XXX followers, XXX engagements

"The compliance advantage matters for government contracts. Boost Run holds SOC X Type X and X HIPAA compliance and ISO 27001 certification. Through their Carahsoft partnership they can bid on 200+ government contracts. Federal AI R&D budget has also grown from $2.4B in 2021 to $3.3B in 2025 creating more opportunities for compliant providers"
X Link @StableBread 2025-10-23T22:19Z XXX followers, XXX engagements

"@realroseceline Dont discourage me man"
X Link @StableBread 2025-10-28T00:00Z XXX followers, XXX engagements

"@aleabitoreddit I think $NBIS is best positioned for reasons you mentioned and none of competitors have investors/partners/customers like them across the board from $NVDA Khosla in ClickHouse $UBER and Avride Bezos team in Toloka $MSFT etc"
X Link @StableBread 2025-10-28T09:16Z XXX followers, XXX engagements

"@sanknyc @Kross_Roads it's UI is so confusing"
X Link @StableBread 2025-10-28T23:22Z XXX followers, XX engagements

"3 Estimate Discount Rate The discount rate represents the minimum return investors require to compensate for time value of money and risk. WACC is the standard approach: (E/V Cost of Equity) + (D/V Cost of Debt (1 - Tax Rate)) + (P/V Cost of Preferred) But you can also use your personal required rate of return for simpler valuations"
X Link @StableBread 2025-10-21T16:02Z XXX followers, XX engagements

"For Cost of Equity use CAPM or Modified CAPM. Risk-free rate: Use the 10-year government bond yield (10-year Treasury for US companies). Must have no default risk and no reinvestment risk. Equity risk premium: Use implied ERP (forward-looking available on Damodaran's website) rather than historical ERP"
X Link @StableBread 2025-10-21T16:02Z XXX followers, XX engagements

"The management team comes from $GLXY (Galaxy Digital). CEO Andrew Karos built Blue Fire Capital across X countries and XX data centers then sold to Galaxy Digital in 2020. Several key Galaxy Digital colleagues joined him at Boost Run including the COO who managed capital deployments the CIO with XX years building trading infrastructure and the CTO who's deployed thousands of GPUs"
X Link @StableBread 2025-10-23T22:19Z XXX followers, XXX engagements

"The $100M from this SPAC transaction combined with existing credit facilities will support $400M in hardware deployment through 2026. Infrastructure expansion roadmap: Current: 3500 GPUs 4MW power X data centers 2026 target: 19000+ GPUs 20MW+ power X data centers They're adding XX MW of capacity across Charlotte St. Louis and Pennsylvania through their TierPoint partnership. This phased approach reduces execution risk while aligning with customer demand"
X Link @StableBread 2025-10-23T22:19Z XXX followers, XXX engagements

"Banks typically have a very small amount of equity to support their balance sheet. Equity is important because it's the only cushion protecting depositors and creditors when loans go bad. Terry Smith (from Fundsmith) after the SVB collapse provided NatWest Group's 2022 balance sheet as an example. NatWest has just X of shareholder equity supporting every XXX of assets a leverage ratio of 20x. This means if just XX% of their loans go bad (10 in losses on XXX of assets exceeds the X equity buffer) shareholders are completely wiped out. Long before reaching that point depositors typically panic"
X Link @StableBread 2025-09-12T13:03Z XXX followers, XXX engagements

"Most investors are focused on AI data infrastructure plays like $NBIS and $CRWV but overlook a profitable peer trading at a significant discount. $WLAC is a SPAC merging with Boost Run (Q4 2025) which already generates positive cash flow and is growing revenue XXX% year-over-year. While $CRWV trades at 9.2x and $NBIS at 22.5x NTM EV/Sales Boost Run (future ticker $BRUN and $BRUNWS) sits at just 3.4x based on 2026E revenue. Here's why I believe this could be an asymmetric opportunity: 🧵"
X Link @StableBread 2025-10-23T22:19Z XXX followers, 1409 engagements

"@realroseceline Good one. Maybe you dont like retail but have you looked into $DECK Been looking more and more attractive as the year has gone by"
X Link @StableBread 2025-10-28T09:31Z XXX followers, XXX engagements

"1 Perimeter Solutions $PRM The vast majority of management compensation comes in stock grants received only if the stock price sets a new high at year end. No annual positive return for shareholders means next to no additional compensation for management"
X Link @StableBread 2025-10-29T13:56Z XXX followers, XX engagements

"3 Chipotle Mexican Grill $CMG Beyond shareholders and employees other stakeholders matter. Vendors regulators or society can hurt returns when ignored. While most fast food sells frozen and reheated industrial meat with ultra-processed ingredients Chipotle sells real natural fresh food. To source sustainably raised meat and healthy vegetables that customers want the company invests in local and organic farming meaning their success runs through helping vendors scale production"
X Link @StableBread 2025-10-29T13:56Z XXX followers, XXX engagements

"Management teams should act in shareholder interests by driving economic profits not just revenue growth or market share. The best managers understand value creation flows through employees vendors and broader stakeholders. Exploit any group and long-term returns suffer"
X Link @StableBread 2025-10-29T13:56Z XXX followers, XX engagements

"2 First American Financial $FAF This is a 136-year old title insurance company that regularly wins awards including best workplaces for innovators (Fast Company) XXX best companies to work for and best workplaces for Women (Fortune Magazine) and company that cares (People Magazine). A company maximizing shareholder profits by sharing minimal value with employees might succeed short-term. However long-term employees are key inputs to producing goods/services that meet customer needs"
X Link @StableBread 2025-10-29T13:56Z XXX followers, XX engagements

"@KabraxFX Big data 💰"
X Link @StableBread 2025-10-29T15:55Z XXX followers, XX engagements