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@mvcinvesting Avatar @mvcinvesting M. V. Cunha

M. V. Cunha posts on X about $nbis, $pgy, $rklb, stocks the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours.

Engagements: XXXXXX #

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Mentions: XX #

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Followers: XXXXXX #

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CreatorRank: XXXXXXX #

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Social category influence finance XXXXX% stocks XXX% technology brands XXXX% countries XXXX% cryptocurrencies XXXX% automotive brands XXXX% exchanges XXXX%

Social topic influence $nbis #4, $pgy #3, $rklb 3.92%, stocks #616, clickhouse 3.27%, $dlo 3.27%, rklb 2.61%, market cap 2.61%, debt 1.96%, $crwv #7

Top accounts mentioned or mentioned by @joinyellowbrick @orangeman1992 @durchscrollen @stockophile @spacanpanman @louparipassu @exclamotite69 @willy86 @bjmtweets @grok @saipavangt @annieya83729717 @humanperson411 @chengkeki @d27357 @4drant @eagletrade5 @brokeandholding @caleb___ford @keithtechtrade

Top assets mentioned Nebius Group N.V. Class A Ordinary Shares (NBIS) Pagaya Technologies Ltd. Class A Ordinary Shares (PGY) Rocket Lab USA, Inc. Common Stock (RKLB) DLocal Limited Class A Common Shares (DLO) CoreWeave, Inc. (CRWV) Hundred Million (100M) IHS Holding Limited (IHS) Goldman Sachs (GS) Hims & Hers Health, Inc. (HIMS) Integral Ad Science Holding Corp. Common Stock (IAS) Dream Finders Homes, Inc. Class A Common Stock (DFH) American Tower Corp (AMT) Crown Castle Inc (CCI) Cronos (CRO) Grab Holdings Limited Class A Ordinary Shares (GRAB) Tesla, Inc. (TSLA) Alphabet Inc Class A (GOOGL)

Top Social Posts #

Top posts by engagements in the last XX hours

"8) $IAS Before I begin a quick disclaimer: Ive only recently started researching this company. $IAS is a leading global media measurement and optimization platform that plays a mission-critical role in the digital advertising ecosystem. If you're bullish on continued programmatic ad growth CTV and brand safety this is a name worth watching. $IAS helps over 2000 advertisers and all major holding companies improve ad performance by verifying ad quality (fraud viewability brand safety etc.) and optimizing placements in real time. Their platform processes over 280B interactions per day using a"
@mvcinvesting Avatar @mvcinvesting on X 2025-07-02 17:10:49 UTC 48.6K followers, 23.2K engagements

"Im up triple digits on my $NBIS position but I still think its one of the best opportunities in the market. There are still many upcoming catalysts that havent been materialized or priced in. And despite being widely discussed here it still lacks institutional awareness"
@mvcinvesting Avatar @mvcinvesting on X 2025-07-24 11:00:39 UTC 48.6K followers, 40.5K engagements

"2) $DCTH $DCTH is scaling up U.S. sales of its FDA-approved HEPZATO KIT for metastatic uveal melanoma (mUM) and momentum is building. Its the first and only FDA-approved whole-liver directed therapy. PHP therapy also has potential to treat additional solid tumors which could significantly expand the companys addressable market in the coming years (well likely know more about this in 2025/2026). mUM has the lowest incidence among liver-dominant cancers so expansion into other tumor types would be absolutely game-changing. Even without that expansion the current valuation looks attractive based"
@mvcinvesting Avatar @mvcinvesting on X 2025-07-02 17:10:42 UTC 48.6K followers, 26.7K engagements

"I missed this news from yesterday: ClickHouse Cloud joins the new AWS Marketplace AI Agents and Tools category with a remote MCP server for a turn-key AI-to-data connectivity 👀"
@mvcinvesting Avatar @mvcinvesting on X 2025-07-17 17:49:52 UTC 48.6K followers, 30.5K engagements

"🚨 JUST IN: The U.S. government is actively seeking alternatives to SpaceX for Trumps Golden Dome missile shield program per Reuters. While SpaceX remains the dominant player in launch capabilities officials say its share of the program could shrink. The U.S. is already engaging with emerging players like $RKLB and Stoke Space signaling a broader diversification strategy"
@mvcinvesting Avatar @mvcinvesting on X 2025-07-22 12:07:44 UTC 48.6K followers, 27.4K engagements

"JUST IN: $NBIS salutes the historic and successful rollout of the American AI Action Plan. "We are expanding our existing AI factories and plan to launch several new ones this year and in 2026." 👀"
@mvcinvesting Avatar @mvcinvesting on X 2025-07-25 14:37:52 UTC 48.6K followers, 29.7K engagements

"LLMs have definitely made our lives easier in many ways but theyve also made us significantly lazier. Honestly its pretty frustrating trying to debate a stock with someone who relies on ChatGPT instead of researching the company and sector through the proper sources"
@mvcinvesting Avatar @mvcinvesting on X 2025-07-26 18:38:33 UTC 48.6K followers, 30.7K engagements

"@saipavangt Hard to say but Im now doing more research on $DFH and really enjoying it so far"
@mvcinvesting Avatar @mvcinvesting on X 2025-07-03 09:35:37 UTC 48.5K followers, 2955 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 👇🏻👀"
@mvcinvesting Avatar @mvcinvesting on X 2024-12-22 15:47:21 UTC 48.5K followers, 234.3K engagements

"JUST IN: BofA raised its Price Target on $RKLB from $XX to $XX and keeps a Buy rating 🟢 $RKLB's development of Neutron and its end-to-end capabilities in satellite development position the company to expand its offerings the analyst tells investors in a research note"
@mvcinvesting Avatar @mvcinvesting on X 2025-07-16 10:49:27 UTC 48.6K followers, 26.8K engagements

"Let's break a huge misconception about ClickHouse which is XX% owned by $NBIS. Saying that it doesnt matter how much large companies rely on ClickHouse because its open source so theyll never monetize it overlooks the proven business models built around open-source software. Open source doesnt mean free from monetization it means the core software code is publicly available but companies can still build highly profitable businesses by offering value-added products and services on top. ClickHouse is a perfect example of this model. While the core database is open source and freely available"
@mvcinvesting Avatar @mvcinvesting on X 2025-07-10 17:29:25 UTC 48.6K followers, 18.6K engagements

"5) $IHS $IHS provides mission-critical communications infrastructure helping to facilitate mobile coverage across XX markets with a combined population of 780M people The company primarily focuses on owning and operating telecom towers similar to $AMT and $CCI but with a unique emphasis on emerging markets particularly in Africa. Nigeria is its largest market but its also expanding in Brazil Despite strong operational execution including expanding its tower portfolio and penetrating key markets $IHS has faced a sharp decline in its stock price over the past few years mainly due to exposure to"
@mvcinvesting Avatar @mvcinvesting on X 2025-03-03 21:41:50 UTC 48.5K followers, 5680 engagements

"My honest opinion: Jerome Powell has done an excellent job over the past few years. He doesnt deserve to be fired. This sets a troubling precedent and thats why the market is reacting negatively. The Feds independence should be non-negotiable"
@mvcinvesting Avatar @mvcinvesting on X 2025-07-16 15:42:16 UTC 48.4K followers, 38.6K engagements

"Founder-led companies tend to outperform the S&P XXX by a significant margin. Here are XX () stocks that fit this description: 👇🏻🧵 $HITI $HIMS $RKLB $REAX $GRAB $TMDX $HOOD $MELI $NU $REGN $UUUU $LGCY $GAMB $EXEL $LIF $SEZL $S $HROW $MNDY $ZS $ADYEN $ABNB $CRWD $SHOP $CRM $APP $DDOG $TTD $SPOT $ALVO $RDDT $FTNT $ML $PATH $PL $INDI $NVTS $LMND $ROOT $ASTS $IREN $PAYC $AXON $CPNG $IHS $DUOL $GMAB $RELY $VIST $ALAB *Note: While being founder-led can be a positive indicator it alone doesnt guarantee a company's success. This is simply a list of companies to explore further be sure to conduct"
@mvcinvesting Avatar @mvcinvesting on X 2024-12-10 21:22:31 UTC 48.6K followers, 43.9K engagements

"$NBIS is a $60+ stock by the end of the year IMO. Thanks DeepSeek that was one of the easiest 'buy the dips' of my entire life. This is just the beginning"
@mvcinvesting Avatar @mvcinvesting on X 2025-02-07 15:25:57 UTC 48.5K followers, 51.6K engagements

"Just before the 4th of July weekend I asked for stock ideas to explore over the break. Out of 200+ suggestions many of which I already knew $PGY caught my attention. Yesterday I published an 8000+ words Deep Dive on the company. You can find it in the usual place"
@mvcinvesting Avatar @mvcinvesting on X 2025-07-15 13:58:40 UTC 48.6K followers, 60.4K engagements

"$HITI Closes on $30M Convertible Debt from Cronos Group Inc. If this means Germany is coming Im all for it. Traditional non-dilutive funding probably wasnt an option anymore so they tapped Cronos a LP sitting on $800M+ in cash and doing very little with it. Yes this likely means dilution will come at some point. But the operating leverage from entering the German medical cannabis market could easily make up for that. Also its worth noting that the X% interest rate is significantly lower than any of their previous financing so Im quite pleased with the terms"
@mvcinvesting Avatar @mvcinvesting on X 2025-07-16 20:56:25 UTC 48.4K followers, 15.1K 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: 👇🏻🧵"
@mvcinvesting Avatar @mvcinvesting on X 2025-07-03 15:01:41 UTC 48.6K followers, 69.4K engagements

"50 weeks after my initial purchase $RKLB is officially a 10-bagger in my portfolio. Not a bad way to start the day. 🤜🏻🤛🏻"
@mvcinvesting Avatar @mvcinvesting on X 2025-07-17 11:17:21 UTC 48.4K followers, 78.2K engagements

"🚨 $GRAB Q4 Earnings Report is OUT Revenue of $764M vs. $756.7M est. 🟢 Adj. EBITDA of $97M vs. $98M est. 🟡 GAAP EPS of $XXXX vs. $XXXX est. 🟡 FY2025 Revenue guidance to $3.33-3.4B vs. $3.392B est. 🟡 FY2025 Adj. EBITDA guidance to $440-470M vs. $489M est. 🔴"
@mvcinvesting Avatar @mvcinvesting on X 2025-02-19 22:55:24 UTC 48.6K followers, 84.2K engagements

"For everyone asking what I plan to do: $RKLB's valuation has always seemed too stretched and I think it always will. I dont blame anyone for taking profits here it's definitely a legitimate decision. But my original thesis was based on $RKLB's potential to become a $100B+ company in the long run and that view hasnt changed. Its the only stock in the world that made me set aside my numbers cruncher mindset and Im glad it did. This company is positioned to lead in a trillion-dollar industry with extremely high barriers to entry. I genuinely believe its moat alone could be worth tens of billions"
@mvcinvesting Avatar @mvcinvesting on X 2025-07-17 12:09:05 UTC 48.6K followers, 58.6K engagements

"Benchmark raised its Price Target on $PGY from $XX to $XX and keeps a Buy rating 🟢 Improved sentiment had been driven primarily by the strength of the company's Q1 report but many investors were still looking for confirmation that $PGY was on track for sustained profitable growth. The companys preliminary Q2 operating results which exceeded expectations across the board "clearly provided the validation many had been seeking.""
@mvcinvesting Avatar @mvcinvesting on X 2025-07-18 11:42:13 UTC 48.6K followers, 18.2K engagements

"Exactly one year ago $NBIS was launched. Yes this $12.5B company on track to end 2025 with $1B in ARR is only one year old. That alone should tell you how early we still are. If youre wondering how thats even possible heres the story behind $NBIS' origin: 👇🏻 The story of Nebius Group begins inside one of the most iconic tech companies to emerge from Eastern Europe: Yandex. Often dubbed the Google of Russia Yandex was a digital powerhouse dominating search maps ride-hailing e-commerce and AI in Russia and surrounding markets. At its peak it was a $30B company and one of the most successful"
@mvcinvesting Avatar @mvcinvesting on X 2025-07-15 11:59:34 UTC 48.6K followers, 42K engagements

"$DLO reaffirmed its guidance for 2025: Revenue of $933M-1.01B vs. $939M est. 🟢 Adj. EBITDA of $227-246M vs. $239.4M est. 🟢 It also announced an extraordinary cash dividend of $XXXXX per common share for a total cash outlay of $150M. I wasnt expecting this and I wouldve preferred another buyback program. However heres the companys reasoning: "When evaluating the most efficient way to return capital to investors we along with our advisors determined that a dividend was the optimal choice given the current limited liquidity in our stock. A buyback program would have further constrained"
@mvcinvesting Avatar @mvcinvesting on X 2025-05-14 20:57:37 UTC 48.6K followers, 24.9K 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"
@mvcinvesting Avatar @mvcinvesting on X 2025-06-11 19:23:27 UTC 48.6K followers, 179.6K engagements

"JUST IN: Moonvalley one of $NBIS' customers has launched Marey the worlds first generative video model trained exclusively on licensed HD footage. 👀 This marks a significant milestone for the creative industry. Marey enables filmmakers and content creators to control each scene with precision transferring poses and motion dynamics between takes. The result is visually consistent 1080p footage free from distracting artifacts and licensing concerns a major leap forward in AI-driven storytelling. $NBIS provided the compute infrastructure powering this achievement. Its team quickly adapted to"
@mvcinvesting Avatar @mvcinvesting on X 2025-07-21 10:38:43 UTC 48.6K followers, 50K engagements

"10. Laser-Focused Reporter: What do you think is the biggest problem in the world right now Peter Beck: Im XXX% focused and dedicated to this business If you ask my wife or anybody around me Im largely ignorant to the rest of the world unless it has to do with Rocket Lab. This is the kind of founder that lets you sleep well at night. No distractions. No chasing headlines. No half-baked side hustles. Just full-stack full-focus obsession with building $RKLB into a generational company. While others juggle media tours politics or personal brands Peter Beck is deep in the trenches designing"
@mvcinvesting Avatar @mvcinvesting on X 2025-07-09 12:18:46 UTC 48.5K followers, 6923 engagements

"Jim Cramer was once again asked about $NBIS. We kicked the tires on $NBIS and went all in on $CRWV and I'm not going to change my view"
@mvcinvesting Avatar @mvcinvesting on X 2025-07-25 10:20:49 UTC 48.6K followers, 139.5K engagements

"JUST IN: After OpenAI and Anthropic heres another major player relying on ClickHouse where $NBIS holds a XX% stake to scale AI observability: Tesla 👀 To monitor everything from Gigafactories to millions of connected vehicles Tesla built a custom observability system powered by ClickHouse that: - Ingests tens of millions of rows/sec - Stores trillions of metric samples - Managing tens of billions of unique time series In our opinion 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"
@mvcinvesting Avatar @mvcinvesting on X 2025-07-10 16:42:15 UTC 48.6K followers, 60.2K engagements

"Besides OpenAI Anthropic is also using ClickHouse to scale observability for the AI era. 👀 Remember: $NBIS owns a XX% stake in ClickHouse. ClickHouse recently revealed that Anthropic is leveraging its solution to handle observability at AI scale replacing legacy tools that couldnt keep up with the volume latency or cost efficiency required for Claude and its expanding enterprise footprint. Were talking billions of log entries per day ultra-fast queries and sub-second responsiveness all in real time. ClickHouse isnt just fast. Its battle-tested open-source cloud-native and purpose-built for"
@mvcinvesting Avatar @mvcinvesting on X 2025-07-07 21:35:44 UTC 48.6K followers, 22.7K engagements

"$PGY is sharply accelerating revenue growth up over XX% in the preliminary Q2 results. Thats the fastest growth rate in X years and we still have rate cuts ahead as a major tailwind. Accelerating top-line + operating leverage + multiple expansion = a VERY powerful setup"
@mvcinvesting Avatar @mvcinvesting on X 2025-07-20 19:23:30 UTC 48.6K followers, 17.9K engagements

"JUST IN: $DLO is now a Direct Participant of Pix Brazils instant payment system operated by the Banco Central do Brasil 🔥 Direct participation means even more autonomy and flexibility to co-create payment experiences tailored to the needs of global enterprises while staying fully aligned with Brazils evolving payment infrastructure. Great news"
@mvcinvesting Avatar @mvcinvesting on X 2025-07-11 16:34:35 UTC 48.4K followers, 17.9K engagements

"JUST IN: $NBIS launched Enhanced Object Storage a new performance-focused storage class designed for high-throughput AI workloads 🔥 Its ideal for streaming datasets and model weights to GPU memory as well as for fast checkpointing during training. The new tier offers up to XX GB/s write throughput per client with unlimited capacity. A standard capacity-focused storage class remains available and users can seamlessly transfer data between storage classes within the same service giving teams flexibility to align storage performance with their data strategy"
@mvcinvesting Avatar @mvcinvesting on X 2025-07-11 13:08:05 UTC 48.4K followers, 21.4K engagements

"This is pure entertainment. Best video of the year"
@mvcinvesting Avatar @mvcinvesting on X 2025-07-24 21:32:55 UTC 48.6K followers, 39.9K engagements

"JUST IN: Goldman Sachs initiated coverage of $NBIS with a Buy rating and $XX Price Target 🟢 The analyst notes that the company is well-positioned thanks to its full-stack software offering cost advantages and large-scale expertise. Goldman sees a favorable risk/reward profile at current share levels and expects a supportive catalyst path over the next XX months to drive continued outperformance"
@mvcinvesting Avatar @mvcinvesting on X 2025-07-14 09:00:32 UTC 48.6K followers, 109.3K engagements

"Im all for a healthy correction. Volatility works in our favor"
@mvcinvesting Avatar @mvcinvesting on X 2025-07-21 20:36:45 UTC 48.6K followers, 27.7K engagements

"Yesterday someone asked Jim Cramer what he thinks about $NBIS. He said: "Just buy CoreWeave and don't deviate." Bullish. 😂"
@mvcinvesting Avatar @mvcinvesting on X 2025-07-16 14:03:16 UTC 48.6K followers, 195.4K engagements

"🚨 Update on $NBIS' New Jersey Data Center (currently under construction): According to the CEO of DataOne the firm managing the build Phase X completion is now expected to be delayed by about four weeks due to supply chain challenges. This isnt entirely unexpected given prior indications that delays were possible (such as slight setbacks with UPS CDUs and piping). Importantly it doesnt change my investment thesis in the slightest. Whether it's ready in X weeks or X it doesnt really impact my outlook. For context this facility is a significant short-term catalyst for $NBIS. Once operational"
@mvcinvesting Avatar @mvcinvesting on X 2025-07-10 12:53:01 UTC 48.4K followers, 148.2K engagements

"JUST IN: $GOOGL raises its 2025 CapEx guidance from $75B to $85B (vs. $73.31B estimate) 🔥 Bullish for data center stocks like $NBIS"
@mvcinvesting Avatar @mvcinvesting on X 2025-07-23 20:09:19 UTC 48.6K followers, 46.6K engagements

"Exactly one month after I published my article outlining the key upcoming catalysts for $NBIS one of them has started to materialize. Today's coverage from Goldman Sachs is more than just a rating its likely the beginning of a broader wave of institutional awareness. As I said: Sell-side coverage is often the first domino that triggers institutional inflows. Lets see which firm follows next"
@mvcinvesting Avatar @mvcinvesting on X 2025-07-14 11:49:09 UTC 48.4K followers, 34.5K engagements

"Hopefully some of you caught the move. $HYDTF is up nearly XX% since I first covered it just two weeks ago. I held off on taking a position still waiting on more clarity around a few key risks but I hope my research helped some of you spot the opportunity"
@mvcinvesting Avatar @mvcinvesting on X 2025-07-10 21:33:08 UTC 48.4K followers, 31.6K engagements

"Its great to see more people starting to recognize the potential of $NBIS. No doubt in my mind were still very early. If youre looking to dive in my articles are a solid starting point IMO. Over 20000 words distilled from dozens of hours of research"
@mvcinvesting Avatar @mvcinvesting on X 2025-07-26 16:26:46 UTC 48.6K followers, 24.1K engagements

"JUST IN: Citi raised its Price Target on $RKLB from $XX to $XX and keeps a Buy rating 🟢"
@mvcinvesting Avatar @mvcinvesting on X 2025-07-14 12:25:20 UTC 48.4K followers, 45.9K engagements

"JUST IN: $PGY Announces Preliminary Q2 Results 🔥 The stock is up 10.5%. I literally started a position during yesterdays flash dip right when rumors about Trump firing Powell started circulating. My subscribers were alerted. Preliminary Q2 2025 Results: Network Volume: $2.6B (vs. $2.3$2.5B guided) Total Revenue: $326M (vs. $290$310M guided) GAAP Net Income: $17M (vs. $0$10M guided) Adjusted EBITDA: $86M (vs. $75$90M guided) Too cheap to ignore"
@mvcinvesting Avatar @mvcinvesting on X 2025-07-17 12:50:12 UTC 48.6K followers, 24.6K engagements

"OpenAI is using ClickHouse for petabyte-scale observability. 👀 For context $NBIS owns a XX% stake in ClickHouse. Every single day OpenAI ingests petabytes of log data the equivalent of X billion iPhone photos and that volume is growing over XX% month-over-month. Between ChatGPT enterprise APIs and frontier model research their infrastructure demands speed scale and reliability. Why ClickHouse Open-source (no vendor lock-in) Cloud-native & horizontally scalable Flexible indexing for query optimization SQL-native enabling AI observability Battle-tested by peer tech giants And this is just the"
@mvcinvesting Avatar @mvcinvesting on X 2025-06-30 16:04:18 UTC 48.6K followers, 45.6K engagements

"One year. Today marks one year since I finished my MSc in Finance and decided to start creating content here. I cant fully express how much this has changed my life. All I can say is thank you for being part of it"
@mvcinvesting Avatar @mvcinvesting on X 2025-07-18 12:43:18 UTC 48.6K followers, 40K engagements

"If $CRWV is acquiring $CORZ at a "$20.40/share" valuation why is the stock down almost XX% A lot of people seem confused about this so heres the explanation: The $XXXXX is a notional value. The deal has already fixed each $CORZ share at XXXXXX shares of $CRWV. This means the actual value of the deal will be determined by $CRWV's stock price when the acquisition closes in Q4. Essentially $CORZ shareholders are worried that $CRWV's stock price could fall significantly before the deal is finalized. IMO this makes perfect sense. With the IPO lock-up period ending at the end of Q3 the risk is very"
@mvcinvesting Avatar @mvcinvesting on X 2025-07-07 13:14:29 UTC 48.6K followers, 47.4K engagements

"I could be happy seeing $PGY up XXXX% the day after I started a position but honestly Im a bit annoyed. I was planning to at least double my position before Q2 results but they went ahead and dropped a preliminary report today. Still a bargain though"
@mvcinvesting Avatar @mvcinvesting on X 2025-07-17 18:32:55 UTC 48.6K followers, 39.6K engagements

"Portfolio Update drops tomorrow. Ill be covering recent changes and sharing my thoughts on each holding heading into earnings season. Link in bio to get it firsthand"
@mvcinvesting Avatar @mvcinvesting on X 2025-07-24 19:41:11 UTC 48.6K followers, 54K 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 👇🏻👀"
@mvcinvesting Avatar @mvcinvesting on X 2025-02-22 19:24:28 UTC 48.6K followers, 198K engagements

"I'm almost done with my Deep Dive on $PGY. Subscribe to the newsletter via the link in my bio to get it firsthand"
@mvcinvesting Avatar @mvcinvesting on X 2025-07-14 16:56:09 UTC 48.4K followers, 21.2K engagements

"I wish a happy 4th of July to all my fellow American friends. What stocks should I research over this long weekend Preferably: Market cap under $10B Great management team Strong upcoming catalysts Long runway for reinvestment"
@mvcinvesting Avatar @mvcinvesting on X 2025-07-03 19:23:46 UTC 48.6K followers, 62.4K engagements

"JUST IN: $DLO and RizRemit team up to accelerate cross-border remittances across Africa and Asia 👀 Through a single integration with $DLO RizRemit is gaining the tools to make delivery simpler and more in tune with how people actually move money. Backed by this infrastructure RizRemit can provide its users access to domestic bank rails and popular eWallets like OPay in Nigeria or JazzCash and EasyPaisa in Pakistan ensuring recipients receive funds through the channels they trust and use. The result is lower operational complexity faster settlement times and greater flexibility without"
@mvcinvesting Avatar @mvcinvesting on X 2025-07-23 12:30:38 UTC 48.6K followers, 16.2K engagements

"🚨 JUST IN: Lawmakers Press FDA to Target Compounded Fake Weight-Loss Drugs $HIMS $NVO $LLY Dozens of lawmakers are urging US health regulators to crack down on the market for knockoff weight-loss drugs amid concerns over their potential safety risks. The lawmakers asked the US FDA to stop counterfeit and copycat versions of GLP-1 drugs from flooding the market and to ramp up enforcement over illegally imported weight-loss drugs. The lawmakers expressed concern that illegal counterfeit medications pose an increased risk to patient safety with sometimes fatal consequences and requested an"
@mvcinvesting Avatar @mvcinvesting on X 2025-07-25 16:14:50 UTC 48.6K followers, 29.6K engagements

"4) $CDLR Pure-play offshore wind services company specializing in transportation and installation of turbines not manufacturing. Essential for wind farm construction maintenance and decommissioning Industry tailwinds offshore wind is crucial for the global energy transition with Europe leading the way and U.S. & Asia ramping up efforts Supply-demand imbalance far fewer vessels than needed giving $CDLR pricing power (day rates have 5xed since 2020) Expanding fleet currently at X vessels with X more launching by 2025 boosting capacity and revenue potential Strong backlog of 2.4B up from 0.9B in"
@mvcinvesting Avatar @mvcinvesting on X 2025-03-03 21:41:49 UTC 48.5K followers, 6489 engagements

"Its kinda funny how some people trash those who are profiting from their high-conviction plays (shitcos aside of course). Way too many folks care more about sounding smart than being right and making money. You can surely have both just dont put your ego over results"
@mvcinvesting Avatar @mvcinvesting on X 2025-07-17 14:24:01 UTC 48.6K followers, 17.8K engagements

"@LouPariPassu It will likely be a gradual process. No rush"
@mvcinvesting Avatar @mvcinvesting on X 2025-07-26 16:53:41 UTC 48.6K followers, XXX engagements

"What was supposed to be a bloody Monday turned out to be one of the best days ever for my portfolio. The main contributors were my two largest positions: $NBIS +17.3% $RKLB +10.7% Grateful"
@mvcinvesting Avatar @mvcinvesting on X 2025-07-14 20:05:49 UTC 48.4K followers, 48.6K engagements

"@ChengKeki I wrote an article about stablecoins and their impact on $DLO. Link in bio"
@mvcinvesting Avatar @mvcinvesting on X 2025-07-23 13:15:40 UTC 48.4K followers, XXX engagements

"🚨 $NBIS just published its pricing for NVIDIA B200 GPUs: $5.50/hour. Meanwhile AWS GCP and $CRWV also offer B200s but at much higher rates: AWS: $14+/hour GCP: $12+/hour $CRWV: $8.60/hour This is the power of vertical integration delivering the best performance per dollar. Those arent my words thats what $NBIS' customers have been saying"
@mvcinvesting Avatar @mvcinvesting on X 2025-07-13 13:55:55 UTC 48.4K followers, 199.7K engagements

"To be clear Im not saying LLMs shouldnt be used to research stocks. I actually use them quite often in certain situations. My point was simply about those who rely XXX% on what AI tells them without fact-checking the information which is often outdated"
@mvcinvesting Avatar @mvcinvesting on X 2025-07-26 19:30:55 UTC 48.6K followers, 15.4K engagements

"$PGY is down XX% following its announcement of a $450M private debt raise but the market might be getting it completely wrong. The company is issuing senior unsecured notes due 2030 to repay credit facilities and $75M in other secured borrowings most of which carry interest rates around 12.5%. This move: - Reduces interest expenses - Extends debt maturity to 2030 - Improves capital structure - Comes with zero dilution (non-convertible bonds) - Directly improves GAAP Net Income The sell-off likely stems from the stock being overbought (RSI was 86) but even here I believe the price remains"
@mvcinvesting Avatar @mvcinvesting on X 2025-07-22 13:18:12 UTC 48.6K followers, 66K engagements

"JUST IN: $PGY's private debt raise was upsized to $500M due to strong investor demand. 👀 This gives the company room to repay an even larger chunk of its existing debt further reducing its cost of capital. Importantly the notes came in at XXXXX% interest below the XXX% expected. It looks like GAAP Net Income will get an even better boost than anticipated. Great news"
@mvcinvesting Avatar @mvcinvesting on X 2025-07-23 21:59:25 UTC 48.6K followers, 22.1K engagements

"7) $TBBB Ive written a Deep Dive on this company which you can find in my newsletter archive feel free to check it out via the link in my bio. $TBBB is Mexicos leading hard discount grocery retailer operating under the Tiendas 3B brand short for Bueno Bonito y Barato (Good Nice and Affordable). Founded in 2005 $TBBB pioneered the hard discount model in Mexico and has grown into a national powerhouse with over 2900 stores and XX distribution centers. The strategy is simple yet powerful: a curated assortment of XXX high-rotation SKUs (branded private label and rotating spot deals) lean"
@mvcinvesting Avatar @mvcinvesting on X 2025-07-02 17:10:48 UTC 48.6K followers, 17.9K engagements

"A lot of you have asked about $NBIS and its recent plans to cancel 40M Class A shares so here's a breakdown of what's happening: $NBIS became publicly listed on the Nasdaq by leveraging the prior listing structure of Yandex which had been delisted following the onset of the Russia-Ukraine war. Given the different capital structures between the two companies $NBIS did not retain the same number of shares outstanding. While Yandex previously had 362M shares outstanding $NBIS went public with 235.7M shares outstanding and 126.3M held in treasury still totaling 362M shares. This was likely done"
@mvcinvesting Avatar @mvcinvesting on X 2025-07-25 10:53:08 UTC 48.6K followers, 32.6K engagements

"Friendly reminder to check out my Deep Dive on $PGY. Its already up XX% since I published it but I still firmly believe its a bargain at current levels. Link in bio"
@mvcinvesting Avatar @mvcinvesting on X 2025-07-18 16:12:59 UTC 48.6K followers, 30.5K engagements

"Interesting post from $NBIS' co-founder Roman Chernin. While many infrastructure companies focus solely on raw capacity MWs and datacenters $NBIS is taking a different path. Vertical integration Enterprise-focused value creation AI-native software layers not just infra Scale is necessary but not sufficient. Real growth will come from delivering software-driven value to enterprises. Thats how you differentiate a full-stack AI platform from a utility-style business or a pure GPU reseller. "Next year I will be dedicated to making Nebius AI Studio (inference platform) super successful. We build"
@mvcinvesting Avatar @mvcinvesting on X 2025-07-15 14:58:54 UTC 48.6K followers, 39K engagements

"I didn't get the chance to listen to all the earnings calls I intended to this week. Here are a few I plan to catch up on: IHS $IHS Alvotech $ALVO Despegar $DESP Dlocal $DLO $NU was incredible as always"
@mvcinvesting Avatar @mvcinvesting on X 2024-08-16 19:24:42 UTC 48.5K followers, 2333 engagements