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# ![@Aktiehedonist Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::778992493278990336.png) @Aktiehedonist JP Hunting Generational Wealth

JP Hunting Generational Wealth posts on X about $nbis, $mda, $iren, $nvda the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.

### Engagements: XXXXX [#](/creator/twitter::778992493278990336/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::778992493278990336/c:line/m:interactions.svg)

- X Week XXXXXX +75%
- X Month XXXXXXX +475%
- X Months XXXXXXX +7,097%
- X Year XXXXXXX +17,360,600%

### Mentions: XX [#](/creator/twitter::778992493278990336/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::778992493278990336/c:line/m:posts_active.svg)

- X Week XX +40%
- X Month XXX +537%
- X Months XXX +930%

### Followers: XXXXX [#](/creator/twitter::778992493278990336/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::778992493278990336/c:line/m:followers.svg)

- X Week XXXXX +14%
- X Month XXXXX +36%
- X Months XXXXX +46%
- X Year XXXXX +72%

### CreatorRank: XXXXXXX [#](/creator/twitter::778992493278990336/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::778992493278990336/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::778992493278990336/influence)
---

**Social category influence**
[stocks](/list/stocks)  XXXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXXX% [technology brands](/list/technology-brands)  XXXXX% [finance](/list/finance)  XXXXX% [automotive brands](/list/automotive-brands)  XXXX% [luxury brands](/list/luxury-brands)  XXXX% [countries](/list/countries)  XXXX% [social networks](/list/social-networks)  XXXX% [currencies](/list/currencies)  XXXX% [formula 1](/list/formula-1)  XXXX%

**Social topic influence**
[$nbis](/topic/$nbis) #94, [$mda](/topic/$mda) #2, [$iren](/topic/$iren) #160, [$nvda](/topic/$nvda) #771, [$amd](/topic/$amd) #163, [nvda](/topic/nvda) #250, [$vrt](/topic/$vrt) #58, [infrastructure](/topic/infrastructure) #691, [$rklb](/topic/$rklb) #129, [$googl](/topic/$googl) #2050

**Top accounts mentioned or mentioned by**
[@cernunnoscap](/creator/undefined) [@stocksavvyshay](/creator/undefined) [@sellao93](/creator/undefined) [@neuralcadence](/creator/undefined) [@ibkrray3000](/creator/undefined) [@babyfolio](/creator/undefined) [@umbrielcap](/creator/undefined) [@scotto2050](/creator/undefined) [@rocketlab](/creator/undefined) [@amazon](/creator/undefined) [@projectkuiper](/creator/undefined) [@lynchaiporfolio](/creator/undefined) [@bhavyashah49](/creator/undefined) [@thereplygui](/creator/undefined) [@jakebrowatzke](/creator/undefined) [@tacticzh](/creator/undefined) [@futurumequities](/creator/undefined) [@stockmarketnerd](/creator/undefined) [@dividenddollar](/creator/undefined) [@kobeissiletter](/creator/undefined)

**Top assets mentioned**
[Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Moeda Loyalty Points (MDA)](/topic/$mda) [IREN Limited (IREN)](/topic/$iren) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Advanced Micro Devices (AMD)](/topic/$amd) [Vertiv Holdings Co (VRT)](/topic/$vrt) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Bitcoin (BTC)](/topic/bitcoin) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Micron Technology, Inc. (MU)](/topic/$mu) [Tesla, Inc. (TSLA)](/topic/$tsla) [Electroneum (ETN)](/topic/$etn) [Taiwan Semiconductor (TSM)](/topic/taiwan-semiconductor) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [IonQ, Inc. (IONQ)](/topic/$ionq) [Muhdo Hub (DNA)](/topic/$dna) [Bentley Systems, Inc. (BSY)](/topic/$bsy) [Trimble Inc (TRMB)](/topic/$trmb) [Teradyne, Inc. (TER)](/topic/$ter) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [Verizon Communications Inc. (VZ)](/topic/$vz)
### Top Social Posts [#](/creator/twitter::778992493278990336/posts)
---
Top posts by engagements in the last XX hours

"@TacticzH I like it. $VRT has about XX% allocation towards Data Centre which I why I have it over $ETN myself which only is around 30-40% towards Data Centre (IIRC). But if anything maybe adding a small portion on Eaton but not necessarly. Looks like a solid portfolio"  
[X Link](https://x.com/Aktiehedonist/status/1975647560585900284) [@Aktiehedonist](/creator/x/Aktiehedonist) 2025-10-07T19:40Z 1532 followers, 6904 engagements


"$NBIS is wonderful but. $IREN will be my generational investment. Entered at 10$ when it was only a bitcoin miner. Entered $NBIS at around 60$ so it's not exploding my original investment the same as $IREN. At least not yet"  
[X Link](https://x.com/Aktiehedonist/status/1978061271913173042) [@Aktiehedonist](/creator/x/Aktiehedonist) 2025-10-14T11:32Z 1533 followers, XXX engagements


"@VladBastion This isnt a recovery rally. Its recognition. By 2030 $MU might no longer be the memory company everyone once dismissed. It could be the infrastructure backbone of the worlds cognitive compute layer"  
[X Link](https://x.com/Aktiehedonist/status/1979511423803027578) [@Aktiehedonist](/creator/x/Aktiehedonist) 2025-10-18T11:34Z 1522 followers, XXX engagements


"I am bullish $ASML but am I even bullish enough is the question. Such a wonderful video. It's hard to comprehend"  
[X Link](https://x.com/Aktiehedonist/status/1979597046605828136) [@Aktiehedonist](/creator/x/Aktiehedonist) 2025-10-18T17:14Z 1529 followers, XXX engagements


"The most valuable resource in the AI era isnt data or compute its clean controllable power. $IREN started as a Bitcoin miner. Today its an AI power company. The difference They realized the real moat isnt hashrate its megawatts per millisecond. In a world where every inference request consumes electricity owning low-cost renewable dispatchable energy capacity becomes the highest-margin business model in AI. IREN converts energy directly into compute. Each facility expansion is effectively a new GPU plant just measured in MW instead of wafers. The energy transition and the AI transition are"  
[X Link](https://x.com/Aktiehedonist/status/1979701529138581891) [@Aktiehedonist](/creator/x/Aktiehedonist) 2025-10-19T00:10Z 1532 followers, XXX engagements


"Buy $NVDA #BTC"  
[X Link](https://x.com/Aktiehedonist/status/1979875258040774758) [@Aktiehedonist](/creator/x/Aktiehedonist) 2025-10-19T11:40Z 1528 followers, XXX engagements


"@Cointelegraph Thank you $HOOD"  
[X Link](https://x.com/Aktiehedonist/status/1979895189033591057) [@Aktiehedonist](/creator/x/Aktiehedonist) 2025-10-19T12:59Z 1529 followers, XXX engagements


"Do you own any Bitcoin Figurer it would be interesting to see since most of my followers seems to be stock people"  
[X Link](https://x.com/Aktiehedonist/status/1980730351963255175) [@Aktiehedonist](/creator/x/Aktiehedonist) 2025-10-21T20:18Z 1532 followers, X engagements


"Just finished David Gardner's new book on "Rule Breaker Investing." Based on his criteria I've identified five companies that really stand out as potential rule breakers in their respective fields. Synthetic Biology: Ginkgo Bioworks $DNA Precision Agriculture: Trimble $TRMB Infrastructure Digital Twins: Bentley Systems $BSY Quantum Computing: IonQ $IONQ Decentralized Identity: Okta $OKTA Bull/Bearish on any of these"  
[X Link](https://x.com/Aktiehedonist/status/1970799964717482395) [@Aktiehedonist](/creator/x/Aktiehedonist) 2025-09-24T10:38Z 1536 followers, XXX engagements


"$MDA - Currently researching this company. Seems very promising so far. Napkin math checks out too"  
[X Link](https://x.com/Aktiehedonist/status/1974901778945818673) [@Aktiehedonist](/creator/x/Aktiehedonist) 2025-10-05T18:17Z 1533 followers, XXX engagements


"Very low interest in this. But bet I can make more people get their eyes open very soon $MDA"  
[X Link](https://x.com/Aktiehedonist/status/1975087932181725307) [@Aktiehedonist](/creator/x/Aktiehedonist) 2025-10-06T06:37Z 1533 followers, XXX engagements


"The looming demographic crisis across the West characterized by a fundamental imbalance between young and old presents a critical societal issue. The answer Robots. Long $TSLA and $TER"  
[X Link](https://x.com/Aktiehedonist/status/1975493548398239897) [@Aktiehedonist](/creator/x/Aktiehedonist) 2025-10-07T09:28Z 1535 followers, XXX engagements


"@UmbrielCap Thanks for the heads up. Golden Dome is still politics + procurement. But if RFPs tilt to software-defined payloads with fast build cycles $MDAs line with AURORA antennas + LEO production maps well"  
[X Link](https://x.com/Aktiehedonist/status/1975646310478061648) [@Aktiehedonist](/creator/x/Aktiehedonist) 2025-10-07T19:36Z 1532 followers, XX engagements


"🧵 Im bullish on $MDA because it is a space infrastructure supplier: it designs and builds satellite payloads and buses space robotics and geointelligence systems used by multiple commercial and government programs. This is where a large part of space capex is flowing"  
[X Link](https://x.com/Aktiehedonist/status/1975652725615702481) [@Aktiehedonist](/creator/x/Aktiehedonist) 2025-10-07T20:01Z 1536 followers, 1613 engagements


"15/ Thesis in one sentence: $MDA is a proven independent supplier positioned at the center of constellation build-outs and on-orbit operations with product linesAURORA Canadarm-derived robotics and geointelligencethat map directly to where demand is growing. Thats why Im long-term bullish on $MDA"  
[X Link](https://x.com/Aktiehedonist/status/1975652757873778844) [@Aktiehedonist](/creator/x/Aktiehedonist) 2025-10-07T20:01Z 1533 followers, XXX engagements


"The growth in space is happening in the factory. $MDA is scaling: Satellite Systems now XX% of revenue; Q2 was +54% YoY with margin lift. The market for software-defined high-throughput payloads is projected to grow 1317% CAGR into 2030. MDA is positioned in the slipstream"  
[X Link](https://x.com/Aktiehedonist/status/1975872408985932093) [@Aktiehedonist](/creator/x/Aktiehedonist) 2025-10-08T10:34Z 1532 followers, XXX engagements


"Both $ASTS and $RKLB going strongly up today. $MDA more in the shadows"  
[X Link](https://x.com/Aktiehedonist/status/1975922752147042722) [@Aktiehedonist](/creator/x/Aktiehedonist) 2025-10-08T13:54Z 1533 followers, XXX engagements


"@silly_swag00 I have a conservatie case for $MDA that implies around 13b CAD market cap which at the time meant a XXX% CAGR between 2025-2030 for my X year target. The my aggresive case implies around 175b CAD market cap which would mean almost XX% CAGR for 2025-2030. And a 10x to 2035"  
[X Link](https://x.com/Aktiehedonist/status/1975973448016069006) [@Aktiehedonist](/creator/x/Aktiehedonist) 2025-10-08T17:15Z 1532 followers, XX engagements


"Not even 24hrs after posting this on $MDA and stock moves over 7%. I am moving stocks now when I post. jk ofc. Not at a full position yet so not really thrilled about it but nothing has changed in my view. I will continue to add"  
[X Link](https://x.com/Aktiehedonist/status/1975989553321169371) [@Aktiehedonist](/creator/x/Aktiehedonist) 2025-10-08T18:19Z 1532 followers, XXX engagements


"Some days at Twitter as a low impression author"  
[X Link](https://x.com/Aktiehedonist/status/1976339472385212742) [@Aktiehedonist](/creator/x/Aktiehedonist) 2025-10-09T17:30Z 1532 followers, XXX engagements


"$MDA why this chart signals a structural bull not a blip. Revenues have stair-stepped from the XXX range through 347351 to XXX in Q225 confirming that the volume ramp is realthis isnt mix or one-offs its sustained delivery growth. Operating cash flow told the same story through 2024 peaking around XXX in Q424 and posting another strong print in Q125 (267). That patternsales up OCF upis the fingerprint of a business transitioning from episodic project cash to repeatable scaled cash conversion as programs hit milestones. The Q225 FCF downtick should be read as timing not demand: (1)"  
[X Link](https://x.com/Aktiehedonist/status/1977375478420820380) [@Aktiehedonist](/creator/x/Aktiehedonist) 2025-10-12T14:07Z 1536 followers, XXX engagements


"Why I own both $MDA and $RKLB. One expands access to orbit and mission cadence; the other scales payloads and platforms that fill those flights. If the space cycle continues to favor more satellites launched more often with more software-defined flexibility holding both is a coherent way to ride the same macro with complementary drivers and uncorrelated execution risks. I want around 15-20% of my portfolio going into Space theme and I feel both companies will return very well for me"  
[X Link](https://x.com/Aktiehedonist/status/1977380630628376928) [@Aktiehedonist](/creator/x/Aktiehedonist) 2025-10-12T14:27Z 1536 followers, XXX engagements


"Who is even selling $NBIS here So confused"  
[X Link](https://x.com/Aktiehedonist/status/1979208873736102031) [@Aktiehedonist](/creator/x/Aktiehedonist) 2025-10-17T15:32Z 1536 followers, 4650 engagements


"@HyperTechInvest $MDA under $5B profitable backlog locked for years. Owns the robotics that build satellites and the sensors that map Earth. The market still values it like an aerospace contractor. Its actually the infrastructure of the orbital data economy"  
[X Link](https://x.com/Aktiehedonist/status/1979600674418741512) [@Aktiehedonist](/creator/x/Aktiehedonist) 2025-10-18T17:29Z 1535 followers, XXX engagements


"Appreciate that Axel. Thanks for taking the time to comment. I agree on the subsidiaries. For now I prefer to view them as a bonus layer that could offset any dilution needed to fund growth. I think $NBIS will likely sell some of these assets before diluting shareholders too much. Sharp observations too. Nebius long-term moat wont just be cheap megawatts its how efficiently they allocate those megawatts across AI workloads"  
[X Link](https://x.com/Aktiehedonist/status/1979968409556091208) [@Aktiehedonist](/creator/x/Aktiehedonist) 2025-10-19T17:50Z 1536 followers, XXX engagements


"$AMD wont win the AI race by imitation. It will win by distribution. Every hyperscaler every government cloud every startup building on open standards will rely on a second compute rail. Thats horizontal leverage and AMD owns it"  
[X Link](https://x.com/Aktiehedonist/status/1980042022427009372) [@Aktiehedonist](/creator/x/Aktiehedonist) 2025-10-19T22:43Z 1532 followers, XXX engagements


"My top X holdings right now: $IREN turns electrons into GPU cycles. $NBIS turns GPU cycles into AI ecosystems. $AMD and $NVDA design the chips that define national power. $GOOGL captures the data flywheel. Honorable mention to $MDA and $AMZN which are positions in progress"  
[X Link](https://x.com/Aktiehedonist/status/1980504824266596742) [@Aktiehedonist](/creator/x/Aktiehedonist) 2025-10-21T05:22Z 1536 followers, XXX engagements


"This is a good summary of the narrative shift surrounding $NBIS. The influx of FOMO and Reddit attention is noise; the underlying signal remains the accelerating AI infrastructure build-out. But bad things always bring something good with them. I've had the opportunity to add to my position at levels I thought I would never see again"  
[X Link](https://x.com/Aktiehedonist/status/1980509960279666903) [@Aktiehedonist](/creator/x/Aktiehedonist) 2025-10-21T05:42Z 1536 followers, XXX engagements


"@Ashton_1nvests $AMD $MDA $NBIS and. $IREN"  
[X Link](https://x.com/Aktiehedonist/status/1980549327710810550) [@Aktiehedonist](/creator/x/Aktiehedonist) 2025-10-21T08:18Z 1536 followers, XXX engagements


"I entered $IREN in november 2024 and sitting here reflecting on it. My initial purchase of $IREN last November was based on an asset the market was mispricing. Most saw a Bitcoin miner; I saw an infrastructure operator that had secured the most critical resource for the era: energy. We are now seeing that thesis play out. The company is leveraging its existing infrastructure to meet the immense demand from AI and HPC which offers a much higher return on invested capital. The founders deserve credit for their high "adaptability rate". They were not dogmatically tied to one business model"  
[X Link](https://x.com/Aktiehedonist/status/1980553633134501963) [@Aktiehedonist](/creator/x/Aktiehedonist) 2025-10-21T08:35Z 1536 followers, XXX engagements


"$IREN Soon a $100B company. Note: I've owned $IREN since november 2024. This will be a fenomenal company to hold for the long Ive spent time analyzing a new in-depth research report forecasting $IREN's path to 2030. For new readers this analysis codifies why $IREN is a core holding in my "Power + Cooling" portfolio. My thesis has never been about $IREN as just a Bitcoin miner. My thesis is about their role as a vertically integrated infrastructure provider and this report confirms they are aggressively pivoting to capture a far more valuable opportunity. The strategic transformation is clear:"  
[X Link](https://x.com/Aktiehedonist/status/1980574461377040712) [@Aktiehedonist](/creator/x/Aktiehedonist) 2025-10-21T09:58Z 1536 followers, XXX engagements


"$MU DRAM Revenue increasing by a CAGR of XXX% since Nov 2023 Important holding in my portfolio"  
[X Link](https://x.com/Aktiehedonist/status/1980625316256313860) [@Aktiehedonist](/creator/x/Aktiehedonist) 2025-10-21T13:20Z 1536 followers, XXX engagements


"@noegrs_research Add $NBIS Cloud infra scarcity + ClickHouse exposure and the sum-of-the-parts starts to exceed $NBIS current EV"  
[X Link](https://x.com/Aktiehedonist/status/1977760645077512312) [@Aktiehedonist](/creator/x/Aktiehedonist) 2025-10-13T15:37Z 1535 followers, XXX engagements


"Really solid framework. The SOTP breakdown finally gives $NBIS the structure it deserves especially the ClickHouse component. Curious though: scaling to XXX MW active in X years will likely require $XX B in capex. How do you see that funded without heavier dilution or higher leverage Also execution from XX XXX MW and maintaining XX %+ margins seems operationally extreme You see execution and funding is the only risks I see with $NBIS. I agree with your analysis alot and I would love for your price targets to hit"  
[X Link](https://x.com/Aktiehedonist/status/1977830445371851263) [@Aktiehedonist](/creator/x/Aktiehedonist) 2025-10-13T20:14Z 1536 followers, 1678 engagements


"@thexcapitalist Agree with this logic. $AMD doesnt need to be $NVDA it just needs to compound within the trillion-dollar infrastructure cycle. Steady share gains in GPUs CPUs and accelerators across the hyperscaler stack could quietly XX valuation by 2030"  
[X Link](https://x.com/Aktiehedonist/status/1980291752188911771) [@Aktiehedonist](/creator/x/Aktiehedonist) 2025-10-20T15:15Z 1536 followers, XXX engagements


"$AMD doesnt need to be $NVDA it just needs to compound within the trillion-dollar infrastructure cycle. Steady share gains in GPUs CPUs and accelerators across the hyperscaler stack could quietly XX valuation by 2030"  
[X Link](https://x.com/Aktiehedonist/status/1980292336816156864) [@Aktiehedonist](/creator/x/Aktiehedonist) 2025-10-20T15:17Z 1536 followers, XXX engagements


"I think $AMD can 5x in five years. Not because its undervalued but because its underestimated. Everyone focuses on $NVDA but AMD quietly built the second AI infrastructure platform. CPUs GPUs interconnect and adaptive compute under one ecosystem. Once AI workloads diversify beyond training AMDs architecture becomes a necessity not an option. Execution is the only variable that matters now"  
[X Link](https://x.com/Aktiehedonist/status/1980317306673627504) [@Aktiehedonist](/creator/x/Aktiehedonist) 2025-10-20T16:56Z 1535 followers, XXX engagements


"Good at times like this. I dont study quarterly noise. I study bottlenecks like energy compute and cooling because every AI milestone eventually collides with physics. Thats where the compounding happens. I focus on $NVDA $VRT $MU $NBIS $AMD and $IREN because they arent trends heyre enablers. Without them nothing else in AI scales. Thats the essence of Innovation-Driven Value Investing: follow the reinvestment capacity not the narrative"  
[X Link](https://x.com/Aktiehedonist/status/1980322823286755714) [@Aktiehedonist](/creator/x/Aktiehedonist) 2025-10-20T17:18Z 1536 followers, XXX engagements


"If $NBIS and $IREN build the rails of AI $MDA builds the rails of Space. Ive always believed that the most valuable companies are the ones that build the physical foundations of intelligence the rails that everything else runs on. In AI that means datacenter infrastructure energy and cooling. Without them theres no compute. In space the same logic is emerging just further from Earths surface. $MDA is quietly becoming to space what $VRT and $NBIS are to AI: the infrastructure layer. They build robotic arms for orbital assembly satellite buses for constellations and lunar systems for permanent"  
[X Link](https://x.com/Aktiehedonist/status/1980331981473763391) [@Aktiehedonist](/creator/x/Aktiehedonist) 2025-10-20T17:55Z 1537 followers, XXX engagements


"I will post a deep dive and price targets on $MDA by weekend"  
[X Link](https://x.com/Aktiehedonist/status/1980332279705809399) [@Aktiehedonist](/creator/x/Aktiehedonist) 2025-10-20T17:56Z 1536 followers, XXX engagements


"This chart clearly illustrates accelerating momentum for $MDA across key metrics. Total Backlog: CAGR +51.66% with a sharp ramp from Dec '22 onwards. Satellite Systems Revenue: CAGR +57.28% showing particularly strong acceleration in the last two periods. Total Revenue: CAGR +31.55% also inflecting upwards"  
[X Link](https://x.com/Aktiehedonist/status/1980617976605757833) [@Aktiehedonist](/creator/x/Aktiehedonist) 2025-10-21T12:51Z 1536 followers, XXX engagements


"@gregory_FTA Absolutely. $TSLA is on my watchlist. It will find its place very soon. I could buy it now but I just see more attractive opportunities as of this very moment"  
[X Link](https://x.com/Aktiehedonist/status/1980709274004189390) [@Aktiehedonist](/creator/x/Aktiehedonist) 2025-10-21T18:54Z 1536 followers, XX engagements


"Just finished watching Marc Boroditskys interview on Nebius How $NBIS is becoming the AWS of AI. A few takeaways stood out and they tell a lot about where the next phase of AI infrastructure is heading. Nebius isnt trying to be another generic cloud provider. Theyre building an AI-native infrastructure layer fully integrated from energy and datacenters to compute and orchestration. Their core idea: control the physical stack that powers large-scale inference not just offer storage and APIs. Boroditsky explained how Nebius focuses on inference workloads the part of AI thats actually deployed"  
[X Link](https://x.com/Aktiehedonist/status/1979131748509225055) [@Aktiehedonist](/creator/x/Aktiehedonist) 2025-10-17T10:25Z 1536 followers, 5235 engagements


"$NBIS down XXX% today. I dont see panic. I see an ecosystem repriced by a market that still doesnt understand what its holding. Most investors are trading Nebius like an AI-proxy. Im holding it as an infrastructure operator a company building the rails for inference data mobility and AI-native workloads across Europe and the Middle East. The volatility doesnt bother me because the fundamentals havent changed: MW expansion plans remain intact Subsidiaries like ClickHouse and Avride keep compounding quietly Margins are improving as localized cloud demand rises And the entire CapEx cycle still"  
[X Link](https://x.com/Aktiehedonist/status/1979312970716086748) [@Aktiehedonist](/creator/x/Aktiehedonist) 2025-10-17T22:26Z 1536 followers, 6314 engagements


"Nebius Group ( $NBIS ) My Base Case for End of 2026 Spent alot of time on $NBIS this week and here is my updated price target at the end of 2026. When I first studied $NBIS it was easy to mistake it for another cloud aspirant fighting the hyperscalers. That framing no longer holds. Nebius is not a SaaS business. It is an AI infrastructure operator a physical utility turning megawatts into compute and compute into revenue. Where others build abstractions Nebius builds capacity. The modern AI stack depends on four physical constraints: electricity cooling latency and capital efficiency. Every"  
[X Link](https://x.com/Aktiehedonist/status/1979899702901445108) [@Aktiehedonist](/creator/x/Aktiehedonist) 2025-10-19T13:17Z 1536 followers, 38K engagements


"@StockSavvyShay That X% stake could prove far more valuable than most realize. SpaceX isnt just launching rockets its building the network layer for global compute. Starlink + launch cadence = physical dominance over the worlds data transport layer. $GOOGL quietly owns a piece of that"  
[X Link](https://x.com/Aktiehedonist/status/1980320697953186234) [@Aktiehedonist](/creator/x/Aktiehedonist) 2025-10-20T17:10Z 1537 followers, XXX engagements


"@scotto2050 @RocketLab @amazon @ProjectKuiper If this holds $RKLB just transitioned from a launch provider to a space-infrastructure OEM for $AMZN. By 2030 the lines between cloud compute and orbital logistics will blur Kuipers network could become AWS-in-orbit"  
[X Link](https://x.com/Aktiehedonist/status/1980507606520041968) [@Aktiehedonist](/creator/x/Aktiehedonist) 2025-10-21T05:33Z 1536 followers, 1039 engagements


"Good operational update from Rocket Lab $RKLB. Next launch is Nov 5th for IQPS their 16th mission this year. Importantly they've maintained a XXX% launch success rate in 2025. In the space launch game reliability is everything. It builds customer confidence and helps secure those vital long-term contracts like the multi-launch deal with IQPS. This consistent performance and steady launch cadence are positive signs of strong execution"  
[X Link](https://x.com/Aktiehedonist/status/1980615644803473655) [@Aktiehedonist](/creator/x/Aktiehedonist) 2025-10-21T12:42Z 1537 followers, XXX engagements


"How can I not reach my financial goals in XX years with a portfolio like this $NBIS $AMD $NVDA $IREN $GOOGL $AMZN"  
[X Link](https://x.com/Aktiehedonist/status/1980668532246638726) [@Aktiehedonist](/creator/x/Aktiehedonist) 2025-10-21T16:12Z 1536 followers, 1298 engagements


"@Sellao93 @scotto2050 @RocketLab @amazon @ProjectKuiper Amazon led satellite internet constellation"  
[X Link](https://x.com/Aktiehedonist/status/1980675758268797229) [@Aktiehedonist](/creator/x/Aktiehedonist) 2025-10-21T16:41Z 1536 followers, XX engagements


"@allinkraken 1049% of a McLaren on one day"  
[X Link](https://x.com/Aktiehedonist/status/1980711311487975824) [@Aktiehedonist](/creator/x/Aktiehedonist) 2025-10-21T19:02Z 1537 followers, XX engagements


"In XX years we might look back at this day thinking this was the last golden opportunity to buy $NBIS"  
[X Link](https://x.com/Aktiehedonist/status/1980716797583323263) [@Aktiehedonist](/creator/x/Aktiehedonist) 2025-10-21T19:24Z 1536 followers, XXX engagements


"Looking at $NBIS and thinking. $GOOGL should just straight up buy it"  
[X Link](https://x.com/Aktiehedonist/status/1980722758209155288) [@Aktiehedonist](/creator/x/Aktiehedonist) 2025-10-21T19:48Z 1536 followers, XXX engagements


"Waking up to news of a massive $GOOGL and #Anthropic deal being made. Seems its turning into an OpenAI + $NVDA vs Anthropic + $GOOGL AI War. Guess who this benefit $IREN with their secured power and cooling. $NBIS with their specialized AI Cloud Platforms. Both of these stocks can also be bought at around XX% lower than their newly all time highs"  
[X Link](https://x.com/Aktiehedonist/status/1980879495964893492) [@Aktiehedonist](/creator/x/Aktiehedonist) 2025-10-22T06:10Z 1536 followers, XXX engagements


"@accounting_ds Love your mindset. You Will do awesome"  
[X Link](https://x.com/Aktiehedonist/status/1980920140133961898) [@Aktiehedonist](/creator/x/Aktiehedonist) 2025-10-22T08:52Z 1536 followers, XX engagements


"Vertiv $VRT delivered an exceptionally strong Q3 report today confirming their central position in the AI infrastructure build-out. The numbers show both accelerating demand and improved operational execution. Key Metrics Q3 2025 (YoY): Organic Orders: +60% (Shows extremely strong underlying demand) 🟢🚀 Net Sales: +29% to $XXXX Billion 🟢🔥 Adjusted Operating Profit: +43% to $XXX Million 🟢🚀 Adjusted Operating Margin: XXXX% (+220 bps YoY) 🟢🔥 Adjusted Diluted EPS: +63% to $XXXX 🟢🚀 Adjusted Free Cash Flow: +38% to $XXX Million 🟢🚀 Furthermore the company raised its full-year 2025"  
[X Link](https://x.com/Aktiehedonist/status/1981014599945130008) [@Aktiehedonist](/creator/x/Aktiehedonist) 2025-10-22T15:07Z 1536 followers, XXX engagements


"$NBIS $XX $IREN $XXXXX $VRT $XXXXXX $AMZN $XXXXXX There are some good looking buys out there for you people with free money now"  
[X Link](https://x.com/Aktiehedonist/status/1981019885812556181) [@Aktiehedonist](/creator/x/Aktiehedonist) 2025-10-22T15:28Z 1536 followers, XXX engagements


"$MDA represents the infrastructure layer that keeps those assets operational for decades. Bright future ahead"  
[X Link](https://x.com/Aktiehedonist/status/1981043475521933543) [@Aktiehedonist](/creator/x/Aktiehedonist) 2025-10-22T17:02Z 1536 followers, XXX engagements


"Completely agree with this take and its surprising how few people actually connect these dots. Most discussions about space-based data centers stay theoretical but the hardware economics are already being solved piece by piece by companies like $RKLB. The ability to integrate launch power systems and precision components under one roof changes the entire cost curve"  
[X Link](https://x.com/Aktiehedonist/status/1981043801683525651) [@Aktiehedonist](/creator/x/Aktiehedonist) 2025-10-22T17:03Z 1536 followers, XXX engagements


"@SelfMadeMastery $VRT falling XX% on a stunning report. I would buy that if I could"  
[X Link](https://x.com/Aktiehedonist/status/1981045001649025330) [@Aktiehedonist](/creator/x/Aktiehedonist) 2025-10-22T17:08Z 1536 followers, XXX engagements


"@Stan_Fr31 Agreed. I have a vision of the future in 5-10 years and I want to deploy as much capital as I can get my hands on in that time towards that vision. $RKLB is a part of that"  
[X Link](https://x.com/Aktiehedonist/status/1981045900899225916) [@Aktiehedonist](/creator/x/Aktiehedonist) 2025-10-22T17:12Z 1536 followers, XXX engagements


"I went through $VRT conference call so you don't have to. Here are the most important parts that I've gathered: $VRT Q3 2025 was objectively stellar. Yet the stock dropped. Lets unpack why. Vertiv reported XX % organic sales growth XX % in the Americas and EPS up XX % YoY to $XXXX. Margins hit XXXX % free cash flow $XXX M and backlog swelled XX % YoY to $XXX B the clearest forward visibility yet into 2026. Management raised full-year guidance again: EPS $XXXX (+44 % YoY) Sales $XXXX B (+27 %) Operating profit $XXXX B (+33 %) Free cash flow $XXX B (95 % conversion) Tariffs shaved a point off"  
[X Link](https://x.com/Aktiehedonist/status/1981073972658626834) [@Aktiehedonist](/creator/x/Aktiehedonist) 2025-10-22T19:03Z 1536 followers, XXX engagements


"@PPLXfinance $GOOGL is all you need for quantum play"  
[X Link](https://x.com/Aktiehedonist/status/1981084789227569498) [@Aktiehedonist](/creator/x/Aktiehedonist) 2025-10-22T19:46Z 1536 followers, 2224 engagements