#  @AlvaroMysterio Alvaro Mysterio Alvaro Mysterio posts on X about $nbis, $rklb, $iren, $asts the most. They currently have [-----] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours. ### Engagements: [------] [#](/creator/twitter::1785063778666651649/interactions)  - [--] Week [-------] -26% - [--] Month [----------] +1,791% - [--] Months [----------] +570% - [--] Year [----------] +2,328% ### Mentions: [--] [#](/creator/twitter::1785063778666651649/posts_active)  - [--] Week [--] +38% - [--] Month [---] +50% - [--] Months [---] -23% - [--] Year [-----] +239% ### Followers: [-----] [#](/creator/twitter::1785063778666651649/followers)  - [--] Week [-----] +0.54% - [--] Month [-----] +3.50% - [--] Months [-----] +63% - [--] Year [-----] +368% ### CreatorRank: [-------] [#](/creator/twitter::1785063778666651649/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) 41% [finance](/list/finance) 24% [technology brands](/list/technology-brands) 14% [cryptocurrencies](/list/cryptocurrencies) 11% [celebrities](/list/celebrities) 2% [countries](/list/countries) 1% **Social topic influence** [$nbis](/topic/$nbis) #13, [$rklb](/topic/$rklb) #30, [$iren](/topic/$iren) #407, [$asts](/topic/$asts) #38, [ai](/topic/ai) 8%, [$80s](/topic/$80s) 7%, [stocks](/topic/stocks) #2470, [up to](/topic/up-to) 4%, [$btc](/topic/$btc) 4%, [ipo](/topic/ipo) 4% **Top accounts mentioned or mentioned by** [@cernunnoscap](/creator/undefined) [@joeytphilly](/creator/undefined) [@mvcinvesting](/creator/undefined) [@cyberprincerwo](/creator/undefined) [@strandedpsgr](/creator/undefined) [@william_r2rclub](/creator/undefined) [@hereforgoodish2](/creator/undefined) [@finnstockinger](/creator/undefined) [@staudinger333](/creator/undefined) [@brokeandholding](/creator/undefined) [@thereplygui](/creator/undefined) [@insideout174](/creator/undefined) [@jwmoonx](/creator/undefined) [@ihatelosingg](/creator/undefined) [@spvcetard](/creator/undefined) [@skipperswe7980](/creator/undefined) [@grok](/creator/undefined) [@goodiemalloy](/creator/undefined) [@deepvaluebagger](/creator/undefined) [@trippyytulip](/creator/undefined) **Top assets mentioned** [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [Iris Energy Limited (IREN)](/topic/$iren) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [Bitcoin (BTC)](/topic/$btc) [Redwire Corporation (RDW)](/topic/$rdw) [Omada Health, Inc (OMDA)](/topic/$omda) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [69Coin (69)](/topic/$69) [WIX.com Ltd. (WIX)](/topic/$wix) [Verizon Communications Inc. (VZ)](/topic/$vz) [NXP Semiconductors NV (NXPI)](/topic/$nxpi) [Domino's Pizza Inc (DPZ)](/topic/$dpz) [NIQ Global Intelligence plc (NIQ)](/topic/$niq) [McGraw Hill, Inc. (MH)](/topic/$mh) [Dell Technologies, Inc. (DELL)](/topic/dell) [Pfizer, Inc. (PFE)](/topic/$pfe) [CatCoin (CAT)](/topic/$cat) [Lowes Companies Inc (LOW)](/topic/$low) [Accelerant Holdings (ARX)](/topic/$arx) [Microsoft Corp. (MSFT)](/topic/microsoft) [Apple, Inc. (AAPL)](/topic/$aapl) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [The 99% Community (99)](/topic/$99) [Intuitive Machines, Inc. (LUNR)](/topic/$lunr) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Booking Holdings Inc (BKNG)](/topic/$bkng) [Procter & Gamble (PG)](/topic/procter-gamble) [UnitedHealth Group (UNH)](/topic/$unh) ### Top Social Posts Top posts by engagements in the last [--] hours "There is no explanation for such $NBIS price action other than ATM offering being executed" [X Link](https://x.com/AlvaroMysterio/status/2016582753479733418) 2026-01-28T18:42Z [----] followers, 19.6K engagements "$NBIS will release its fourth quarter and full year [----] financial results on Thursday February [--] [----] before market open. Nebius Group will also hold a conference call to discuss its results at 8:00 a.m. Eastern Time (5:00 a.m. Pacific Time / 2:00 p.m. Central European Time) on the same day. https://twitter.com/i/web/status/2017348594337210387 https://twitter.com/i/web/status/2017348594337210387" [X Link](https://x.com/AlvaroMysterio/status/2017348594337210387) 2026-01-30T21:26Z [----] followers, 12.7K engagements "And I woke up to $40s 😂 $IREN I literally dreamt last night $IREN hit $80s 😂 I literally dreamt last night $IREN hit $80s 😂" [X Link](https://x.com/AlvaroMysterio/status/2019086037809586571) 2026-02-04T16:29Z [----] followers, 14.1K engagements "$IREN earnings today. Either $60 to $30. 😄" [X Link](https://x.com/AlvaroMysterio/status/2019409493050945606) 2026-02-05T13:55Z [----] followers, 45.2K engagements "@Mr_Derivatives Me but small to large as we go down" [X Link](https://x.com/AlvaroMysterio/status/2019433209331921117) 2026-02-05T15:29Z [----] followers, [---] engagements "Me before $IREN earnings" [X Link](https://x.com/AlvaroMysterio/status/2019488172397171197) 2026-02-05T19:07Z [----] followers, 22.1K engagements "@hereforgoodish2 Already have good positions. I am buying $RKLB and $RDW slowly. And waiting for $ASTS in $80s and $70s" [X Link](https://x.com/AlvaroMysterio/status/2019490049109197132) 2026-02-05T19:15Z [----] followers, [---] engagements "@FinnStockinger This cash was for space stocks mainly $RKLB and $ASTS. I am slowly adding $RKLB and will get more aggressive as it goes down. And still waiting on $ASTS" [X Link](https://x.com/AlvaroMysterio/status/2019492256118456726) 2026-02-05T19:24Z [----] followers, [---] engagements "@Staudinger333 I am ready to buy $RKLB and $ASTS" [X Link](https://x.com/AlvaroMysterio/status/2019529231039074619) 2026-02-05T21:51Z [----] followers, [----] engagements "$RKLB continues dropping AH I have buy orders at every $1 drop all the way to $50" [X Link](https://x.com/AlvaroMysterio/status/2019563064958546350) 2026-02-06T00:05Z [----] followers, [----] engagements "@brokeandholding I havent. Its a small position [---] shares in my 401k" [X Link](https://x.com/AlvaroMysterio/status/2019563777851801644) 2026-02-06T00:08Z [----] followers, [--] engagements "And thats still less than $IREN energy portfolio. $IREN just needs to build faster meet timelines and bring them live. $AMZN CEO just said they AWS added 3.9GW in the past year which is equivalent to [--] nuclear plants. They added 1.2GW in Q4 alone & expect to double total capacity again by end of [----]. Power is clearly the gating resource in the largest industrial buildout of modern history. https://t.co/ZYtG1sy6WM $AMZN CEO just said they AWS added 3.9GW in the past year which is equivalent to [--] nuclear plants. They added 1.2GW in Q4 alone & expect to double total capacity again by end of" [X Link](https://x.com/AlvaroMysterio/status/2019564267310358700) 2026-02-06T00:10Z [----] followers, [----] engagements "@thereplygui Yes bro you are right Microsoft is stupid to sign $9b deal" [X Link](https://x.com/AlvaroMysterio/status/2019570124320346314) 2026-02-06T00:33Z [----] followers, [----] engagements "$AAPL and $GOOG refuse to go down with the market" [X Link](https://x.com/AlvaroMysterio/status/2019575010130547023) 2026-02-06T00:52Z [----] followers, [----] engagements "Agree. I have applied the same to investing. Mistakes. Acknowledge. Learn. Dont repeat the same mistakes. And its working. Compounding applies to learning too. Small improvements add up fast. AI shrinks the loop from idea to test to lesson. More reps per week changes everything. The edge is evaluation. Run more experiments pick better repeat. Compounding applies to learning too. Small improvements add up fast. AI shrinks the loop from idea to test to lesson. More reps per week changes everything. The edge is evaluation. Run more experiments pick better repeat" [X Link](https://x.com/AlvaroMysterio/status/2019575515724820780) 2026-02-06T00:54Z [----] followers, [----] engagements "$RKLB 200MA sitting just below $50. will we get there" [X Link](https://x.com/AlvaroMysterio/status/2019576301976277097) 2026-02-06T00:58Z [----] followers, [----] engagements "@mvcinvesting What are your thoughts on $IREN @mvcinvesting" [X Link](https://x.com/AlvaroMysterio/status/2019576515625906654) 2026-02-06T00:58Z [----] followers, [----] engagements "Do you believe Dan Pena $BTC FYI: There are rumours that Epstein created bitcoin based on emails" [X Link](https://x.com/AlvaroMysterio/status/2019580536407355451) 2026-02-06T01:14Z [----] followers, [----] engagements "Everyone on X is worried. I am not this time . thanks to the cash I raised by selling $RKLB at mid $80s and $ASTS at mid 90s I also saw $RKLB go to $99 and $ASTS to $125 but that was the whole test for me and I stayed to my rules. Now even after 30-40% drawdowns I have added about 1/3 of what I intend to add for $RKLB and I am still in a position to add more for further 30-50% drawdowns if that comes. Cash is a position. I only had read it on X now I am experiencing it. Cash helps you sleep better at night because it prepares you for both directions in the market. When you feel the market and" [X Link](https://x.com/AlvaroMysterio/status/2019583442208301468) 2026-02-06T01:26Z [----] followers, 13.9K engagements "@insideout174 If the reaction is coming from revenue miss due to $BTC then for me that is irrelevant Everything on AI cloud business is very well aligned with my thesis. It is only a matter of execution. I think [----] will be a good year for $IREN" [X Link](https://x.com/AlvaroMysterio/status/2019583880119095311) 2026-02-06T01:28Z [----] followers, [---] engagements "Idk where the stock will go from here in short term but revenue miss was caused by $BTC and everything on AI cloud business is on track. I think we should be good if they execute and meet timelines $IREN $IREN Some quick considerations: - Guided for $2.5B GPU financing in Q1 - realized $3.6B - Guided for $0.5B ARR by eo March - realized $0.4B by February 5th - In talks for multi billion $ contract with software solution from IREN - Added 1.6GW to the contracted power pipeline $IREN Some quick considerations: - Guided for $2.5B GPU financing in Q1 - realized $3.6B - Guided for $0.5B ARR by eo" [X Link](https://x.com/AlvaroMysterio/status/2019593528662482978) 2026-02-06T02:06Z [----] followers, [----] engagements "I am ready. $RKLB Today I bought all the way from $69 to $61 small bids and now a little more aggressive bids placed all the way from $60 to $50 before going to sleep" [X Link](https://x.com/AlvaroMysterio/status/2019594052946026590) 2026-02-06T02:08Z [----] followers, [----] engagements "JUST IN: The US Embassy tells citizens to LEAVE IRAN NOW" [X Link](https://x.com/AlvaroMysterio/status/2019601823858889106) 2026-02-06T02:39Z [----] followers, [----] engagements "@cyberprince_rwo Prince its time to come back to where you started. Sell everything in crypto and put everything in $RKLB" [X Link](https://x.com/AlvaroMysterio/status/2019610928074092741) 2026-02-06T03:15Z [----] followers, [---] engagements "@cyberprince_rwo Its $RKLB and $NBIS . Both double from here in next 6-12 months" [X Link](https://x.com/AlvaroMysterio/status/2019722501170069917) 2026-02-06T10:39Z [----] followers, [----] engagements "Pre-market looks good. Will this hold" [X Link](https://x.com/AlvaroMysterio/status/2019729851557834909) 2026-02-06T11:08Z [----] followers, 12.3K engagements "$IREN back from 30% AH suffering post earnings Tbh I didnt find anything in earnings thats justified such price action. In fact since they are still in early build out stage so I am happy with the progress so far. It was maybe because due to deal rumours retail got into it probably on margin and was shut scared and panic sold. Secondly many high beta were down 10% after hours on no news so $IREN missing on revenue added more salt on wounds. I was thinking to add some LEAPs but its now back. https://twitter.com/i/web/status/2019732737830039650" [X Link](https://x.com/AlvaroMysterio/status/2019732737830039650) 2026-02-06T11:19Z [----] followers, [----] engagements "@strandedpsgr Go back and see my tweets right from earnings. I hold my position that the price action is overreaction. And I work in a market maker firm so I cannot buy instantly. I have to take approval a day before. Dont ever think I put my money into stocks without due diligence" [X Link](https://x.com/AlvaroMysterio/status/2019734620800229686) 2026-02-06T11:27Z [----] followers, [---] engagements "All is well $IREN Another quarterly update completed for $IREN. We published our Q2 update earlier today and interest was strong enough to briefly overwhelm the site at release. If you missed the deck its available here: 👉 https://t.co/balYEQl0ri The past few months have seen continued Another quarterly update completed for $IREN. We published our Q2 update earlier today and interest was strong enough to briefly overwhelm the site at release. If you missed the deck its available here: 👉 https://t.co/balYEQl0ri The past few months have seen continued" [X Link](https://x.com/AlvaroMysterio/status/2019743349448614391) 2026-02-06T12:01Z [----] followers, [----] engagements "$IREN $28 to $41 50% move from after hours to pre market. How do you deal with such volatility. Haha" [X Link](https://x.com/AlvaroMysterio/status/2019764309283185099) 2026-02-06T13:25Z [----] followers, [----] engagements "@JWMoonX Depends on stock. For $IREN its a hold" [X Link](https://x.com/AlvaroMysterio/status/2019767920088228071) 2026-02-06T13:39Z [----] followers, [---] engagements "@cyberprince_rwo Only $RKLB $NBIS and $IREN can save" [X Link](https://x.com/AlvaroMysterio/status/2019814676125929696) 2026-02-06T16:45Z [----] followers, [----] engagements "I have a question: If buyers are seriously stepping in today why didnt they buy yesterday at 10-20% discounts What has changed in a day" [X Link](https://x.com/AlvaroMysterio/status/2019825270979694626) 2026-02-06T17:27Z [----] followers, 17K engagements "On my watchlist: $NBIS $OMDA Is ANYTHING green today Is ANYTHING green today" [X Link](https://x.com/AlvaroMysterio/status/2022056287287357651) 2026-02-12T21:12Z [----] followers, [----] engagements "$NBIS The music to my ears was these [--] sentences that de-risked most of the uncertainties skepticism and doubts about funding to scale to such big ARR targets: The majority of our CapEx guidance (60% or more) will be financed by the cash weve received and will continue to receive in [----] from the favorable terms of our long-term contracts. Were talking about significant amounts of cash. As of today we havent used our ATM program at all. We dont have any concrete plans to use it in the near future. Its simply another tool in our toolbox that we can use when it makes the most sense for the" [X Link](https://x.com/AlvaroMysterio/status/2022086568102494423) 2026-02-12T23:13Z [----] followers, [----] engagements "You are holding a whole lot of sexy toys under $25b MC The potential each holds is massive on 2-5 years timeline. Photo stolen from X $NBIS" [X Link](https://x.com/AlvaroMysterio/status/2021664079769952521) 2026-02-11T19:14Z [----] followers, 14.1K engagements "My top pick for [----] is $NBIS $200 feels like very conservative like literally very conservative. Also I added [----] more shares today all the way from $90 to $80 Ill be buying more below $80 all the way down any dips thrown at my face" [X Link](https://x.com/AlvaroMysterio/status/2021961438257139806) 2026-02-12T14:55Z [----] followers, 16.4K engagements "In a Red Sea this mf has audacity to turn green $NBIS" [X Link](https://x.com/AlvaroMysterio/status/2022020997113847877) 2026-02-12T18:52Z [----] followers, 19.4K engagements "Everyone wants dip until dip actually comes" [X Link](https://x.com/AlvaroMysterio/status/2022022538164113518) 2026-02-12T18:58Z [----] followers, [----] engagements "$NBIS held strong on double volume 👀" [X Link](https://x.com/AlvaroMysterio/status/2022054435485364567) 2026-02-12T21:05Z [----] followers, [----] engagements "$NBIS / @ClickHouseDB After $15B valuation funding round by ClickHouse everyone assumed the $NBIS stake would be diluted but management confirmed today that they still own 25% of the stake which is now worth $3.75B but would be significantly more as ClickHouse scales Also management has time and again said that they will use these non-core stakes for non-dilutive funding when the time comes. https://twitter.com/i/web/status/2022084805848965575 https://twitter.com/i/web/status/2022084805848965575" [X Link](https://x.com/AlvaroMysterio/status/2022084805848965575) 2026-02-12T23:06Z [----] followers, [----] engagements "$NBIS How can the market fight against such confidence and conviction from management How can you possibly read the following comments from the management and not get bullish When we announced our $7-9B ARR target YE2026 three months ago there were questions about our ability to reach that range. Our conviction has only become stronger. We are really taking a prudent approach to our revenue guidance. We have already secured over 2GW of contracted power as of February which is why were raising our year-end target to over 3GW. The vast majority of this new capacity will come from owned data" [X Link](https://x.com/AlvaroMysterio/status/2022087255062446522) 2026-02-12T23:15Z [----] followers, 11.5K engagements "$NBIS from [--] in [----] to [--] data centres in 2026" [X Link](https://x.com/AlvaroMysterio/status/2022090190811177451) 2026-02-12T23:27Z [----] followers, [----] engagements "$NBIS shares look like precious diamonds after reviewing earnings today. Don't forget to look at your shares before going to sleep" [X Link](https://x.com/AlvaroMysterio/status/2022092938281726020) 2026-02-12T23:38Z [----] followers, [----] engagements "Today was the highest volume since Nov 24th $NBIS $NBIS held strong on double volume 👀 $NBIS held strong on double volume 👀" [X Link](https://x.com/AlvaroMysterio/status/2022074737535725934) 2026-02-12T22:26Z [----] followers, [----] engagements "In my opinion $NBIS first. and then $RKLB in the low $60s and $50s for long term. due to uncertainty on stage1 failure impact on Neutron schedule. $ASTS too in $70s. and $60s if we get there. Whats the most obvious buy in the market right now Whats the most obvious buy in the market right now" [X Link](https://x.com/AlvaroMysterio/status/2022102698796146919) 2026-02-13T00:17Z [----] followers, 23.5K engagements "Will we see $ASTS in $60s and $RKLB in $50s before next rally" [X Link](https://x.com/AlvaroMysterio/status/2021970299026354445) 2026-02-12T15:31Z [----] followers, 18.2K engagements "$200 easy peasy soon $NBIS Following $NBIS' Q4 results: Northland reiterated Outperform with a $211 PT 🟢 Citizens reiterated Outperform with a $175 PT 🟢 D.A. Davidson reiterated Buy with a $150 PT 🟢 MS reiterated Equalwt/Attractive with a $126 PT 🟢 Seaport Global reiterated Neutral with https://t.co/FYgqrUhhoA Following $NBIS' Q4 results: Northland reiterated Outperform with a $211 PT 🟢 Citizens reiterated Outperform with a $175 PT 🟢 D.A. Davidson reiterated Buy with a $150 PT 🟢 MS reiterated Equalwt/Attractive with a $126 PT 🟢 Seaport Global reiterated Neutral with" [X Link](https://x.com/AlvaroMysterio/status/2022323681226088550) 2026-02-13T14:55Z [----] followers, [----] engagements "$RKLB bids placed all the way from $69 to $60 some already filled. Will place more aggressive bids in $55s if we get there. $ASTS bids placed all the way from $90 to $80. And more aggressive bids in $70s Will all of them be filled Lets go" [X Link](https://x.com/AlvaroMysterio/status/2019394437235777607) 2026-02-05T12:55Z [----] followers, 12.7K engagements "Last year April I was on margin. Last year Nov I had no margin but zero cash. This time I have cash. I am happy the way I am learning from market. Life gets better if you learn from your own mistakes and develop discipline. $RKLB $ASTS $NBIS $IREN" [X Link](https://x.com/AlvaroMysterio/status/2019485602257780843) 2026-02-05T18:57Z [----] followers, [----] engagements "AI CapEx is not slowing down $NBIS $IREN 🚨 JUST IN: $AMZN guides for [----] CapEx of $200B vs. $146B expected. 🤯 https://t.co/ELR3y8hE7Z 🚨 JUST IN: $AMZN guides for [----] CapEx of $200B vs. $146B expected. 🤯 https://t.co/ELR3y8hE7Z" [X Link](https://x.com/AlvaroMysterio/status/2019519682001400023) 2026-02-05T21:13Z [----] followers, [----] engagements "$IREN earnings are good so I am not worried dont care about AH price reaction. Ill see you by EOY Added $RKLB $RDW $LUNR See you tomorrow" [X Link](https://x.com/AlvaroMysterio/status/2019526889866686953) 2026-02-05T21:41Z [----] followers, 15.9K engagements "When my wife asks me how I am doing after my portfolio went down $RKLB $ASTS $NBIS $IREN" [X Link](https://x.com/AlvaroMysterio/status/2019579594228253131) 2026-02-06T01:11Z [----] followers, [----] engagements "$IREN one of the contracts we are negotiating at the moment is a multibillion-dollar contract" [X Link](https://x.com/AlvaroMysterio/status/2019737768520499544) 2026-02-06T11:39Z [----] followers, [----] engagements "On my watchlist everything is green except $WIX and $OMDA On my watchlist everything is big red except $WIX and $OMDA I have these two small positions in 401k Thanks to @mvcinvesting On my watchlist everything is big red except $WIX and $OMDA I have these two small positions in 401k Thanks to @mvcinvesting" [X Link](https://x.com/AlvaroMysterio/status/2019824807320383725) 2026-02-06T17:25Z [----] followers, [----] engagements "Could it be $IREN *ANTHROPIC MULLS SECURING 10GIGAWATTS OF CAPACITY: THE INFORMATION Anthropic has privately discussed getting [--] GW by renting capacity from cloud providers and notably by leasing its own data center spacemeaning it would likely purchase/operate the server equipment inside. *ANTHROPIC MULLS SECURING 10GIGAWATTS OF CAPACITY: THE INFORMATION Anthropic has privately discussed getting [--] GW by renting capacity from cloud providers and notably by leasing its own data center spacemeaning it would likely purchase/operate the server equipment inside" [X Link](https://x.com/AlvaroMysterio/status/2020939646050631736) 2026-02-09T19:15Z [----] followers, 14.9K engagements "Why is top talent leaving @xai @elonmusk I resigned from xAI today. This company - and the family we became - will stay with me forever. I will deeply miss the people the warrooms and all those battles we have fought together. It's time for my next chapter. It is an era with full possibilities: a small team armed I resigned from xAI today. This company - and the family we became - will stay with me forever. I will deeply miss the people the warrooms and all those battles we have fought together. It's time for my next chapter. It is an era with full possibilities: a small team armed" [X Link](https://x.com/AlvaroMysterio/status/2021225144845324582) 2026-02-10T14:10Z [----] followers, [----] engagements "Added $NBIS $RKLB $RDW Looking to add more as we go down" [X Link](https://x.com/AlvaroMysterio/status/2021613791796969543) 2026-02-11T15:54Z [----] followers, [----] engagements "@ihatelosingg @Sandeman52 i'll be the last person to pump stocks without any investment thesis behind it" [X Link](https://x.com/AlvaroMysterio/status/2022102947220664457) 2026-02-13T00:18Z [----] followers, [--] engagements "@CernunnosCap what" [X Link](https://x.com/AlvaroMysterio/status/2022136699829334114) 2026-02-13T02:32Z [----] followers, [--] engagements "On my watchlist everything is big red except $WIX and $OMDA I have these two small positions in 401k Thanks to @mvcinvesting" [X Link](https://x.com/AlvaroMysterio/status/2019112534356197379) 2026-02-04T18:15Z [----] followers, [----] engagements "Equation for AI stocks is simple: Capacity is always sold out so revenue little beat or miss doesnt matter what matters is : Are you able to bring more active power faster Are you able to raise capacity more often Are you able to build more data centres And faster Thats what matters. Once you build fast enough and bring active power faster enough thats the guaranteed revenue and it will show up on balance sheet all together crazily. I think as an investor you should look at active power capacity raise more data centres and ARR guidance rather than a few millions missed revenue in past" [X Link](https://x.com/AlvaroMysterio/status/2021924141796823251) 2026-02-12T12:27Z [----] followers, [----] engagements "@SPVCETARD Compare it to all other high beta stocks down 8-10%" [X Link](https://x.com/AlvaroMysterio/status/2022028903641227590) 2026-02-12T19:23Z [----] followers, [---] engagements "Just finished listening to $IREN earnings call. I do not find anything that justifies such wild price action. [--]. Revenue miss: AI revenue increased and bitcoins missing revenue declined because $BTC is crashing. [--]. There were deal rumours and retails didnt get deal so selling And decline in BTC revenue at this point is not even the part of thesis specially when BTC is crashing. The major part of thesis is: power + execution + funding: all of them are on track [--]. Power is the constraint for AI acknowledged by Sam Elon Jensen Sunder. But its not constraint for $IREN [--]. Execution: So far" [X Link](https://x.com/AlvaroMysterio/status/2019550783302221884) 2026-02-05T23:16Z [----] followers, 53K engagements "Market is punishing SaaS because AI will kill them Market is punishing AI stocks because AI is bullshit Both are wrong. Many SaaS will survive if they acknowledge and adapt and bring in AI into their ecosystem AI will only and only grow" [X Link](https://x.com/AlvaroMysterio/status/2019562620479513074) 2026-02-06T00:03Z [----] followers, [----] engagements "I have decided to add more to $NBIS position on any dips below $90" [X Link](https://x.com/AlvaroMysterio/status/2021590039415726201) 2026-02-11T14:19Z [----] followers, [----] engagements "$NBIS subsidiary Avride : - Avride is now one of only two autonomous vehicle partners on the Uber platform. - Uber committed up to $375M in investments and commercial agreements to support Avrides expansion. - The company ended [----] with [--] cars in service and expects that number to grow substantially in [----]. - More than [------] deliveries were completed in [----]. - In Q4 alone U.S. robots completed nearly 3x more deliveries vs. Q3. - Delivery zones expanded in Jersey City Dallas and Austin with additional city launches expected in [----]. - Major restaurant chains onboarded in [----] include" [X Link](https://x.com/AlvaroMysterio/status/2022083878333095979) 2026-02-12T23:02Z [----] followers, [----] engagements "When someone you highly respect and who likes to stay very conservative . says "this was the best earnings call in the companys history." $NBIS Regardless of the price action which was to be expected Ive never been more confident in $NBIS. In my honest opinion this was the best earnings call in the companys history. Let them cook. Full review coming later today. Regardless of the price action which was to be expected Ive never been more confident in $NBIS. In my honest opinion this was the best earnings call in the companys history. Let them cook. Full review coming later today" [X Link](https://x.com/AlvaroMysterio/status/2022109505761460559) 2026-02-13T00:44Z [----] followers, [----] engagements "$NBIS was $68 some days ago" [X Link](https://x.com/AlvaroMysterio/status/2022334463561326690) 2026-02-13T15:38Z [----] followers, 28.6K engagements "Citizens raises $NBIS PT from $90 to $175" [X Link](https://x.com/AlvaroMysterio/status/2022478832637272102) 2026-02-14T01:11Z [----] followers, 10.3K engagements "Marco Rubios Munich speech 👏" [X Link](https://x.com/AlvaroMysterio/status/2022713745831596480) 2026-02-14T16:45Z [----] followers, [---] engagements "Tuesday - July [--] Earnings: - Visa $V - Procter & Gamble $PG - UnitedHealth Group $UNH - Merck $MRK - Booking Holdings $BKNG - Boeing $BA - Spotify $SPOT - Starbucks $SBUX - PayPal $PYPL - Options trading implies a double-digit move for Teladoc Health $TDOC) and Avis Budget $CAR) after their earnings are released. All day: - U.S. Treasury Secretary @SecScottBessent is scheduled to meet Chinese counterparts in Stockholm for further trade talks. - Veru $VERU will be participating in one-on-one meetings and a fireside chat presentation with investors at the BTIG Virtual Biotech Conference" [X Link](https://x.com/AlvaroMysterio/status/1949137217441370226) 2025-07-26T15:58Z [----] followers, [---] engagements "The US House of Representatives will vote on a bill to officially end the 43-day government shutdown at [--] PM ET today" [X Link](https://x.com/anyuser/status/1988607901754429601) 2025-11-12T14:00Z [----] followers, 67.5K engagements "For the first time ever I want to experience how it feels like to sell all of your high conviction positions when you feel like everything is priced in. And this is also the first time ever I am sitting with 50% cash. Market always gives you opportunities. Always. There has never been the case that youll never get better opportunities tract record of 100+ years of history. I want to teach myself a few lessons: Selling near highs and not care if stock still continues going up Sitting with cash for very long period of time if you dont find good opportunities in terms of risk vs reward in your" [X Link](https://x.com/AlvaroMysterio/status/2009795008929411481) 2026-01-10T01:10Z [----] followers, 28.1K engagements "$HIMS was once a X retail fav company is now down 60% from ATH even though I havent ever researched it really well but this weekend thinking to do deep dive and see if current valuation is attractive to put some money in. They have also started laying off some employees. Any thoughts https://twitter.com/i/web/status/2009796754552639799 https://twitter.com/i/web/status/2009796754552639799" [X Link](https://x.com/AlvaroMysterio/status/2009796754552639799) 2026-01-10T01:17Z [----] followers, 27.2K engagements "@corey407woc Ah you what I can regret this decision but my gut feeling says I should raise enough cash and also $NBIS and $IREN at these valuations look bargain to me" [X Link](https://x.com/AlvaroMysterio/status/2009797562518360477) 2026-01-10T01:20Z [----] followers, [----] engagements "$IREN holy moly" [X Link](https://x.com/AlvaroMysterio/status/2014755033372410332) 2026-01-23T17:40Z [----] followers, 108.7K engagements "Demand continues to outstrip supply. $NBIS $IREN" [X Link](https://x.com/AlvaroMysterio/status/2015952502273798537) 2026-01-27T00:58Z [----] followers, 25.3K engagements "@UncleAlpha007 Any source of $IREN CEO hinting at a deal with AWS" [X Link](https://x.com/AlvaroMysterio/status/2015953128915399122) 2026-01-27T01:00Z [----] followers, 42.1K engagements "Bullish for $IREN $NBIS [--]. Demand is unsolvable. This isnt cyclical demand. This is a structural scarcity of AI compute. [--]. Contract duration moving from [--] to [--] years so customers are locking capacity like its energy or real estate not cloud SaaS which implies long-lived capital-intensive infrastructure wins. [--]. Contracts signed 12+ months in advance show AI buyers are terrified of not having compute. The supply owners gain pricing power + visibility. [--]. 6-year GPU depreciation is becoming acceptable which signals confidence that GPUs wont be obsolete as fast as feared and it dramatically" [X Link](https://x.com/AlvaroMysterio/status/2015960864453439699) 2026-01-27T01:31Z [----] followers, 21.9K engagements "Why is $HOOD bleeding from last [--] months" [X Link](https://x.com/AlvaroMysterio/status/2016611074682835426) 2026-01-28T20:35Z [----] followers, [----] engagements "Added $HOOD in premarket. Will add more if we get $90s and $80s Near 200MA and I like the company. PT $150+ by EOY" [X Link](https://x.com/AlvaroMysterio/status/2016859275256008853) 2026-01-29T13:01Z [----] followers, [----] engagements "JUST IN: The U.S. is reportedly considering $HOOD as a platform for proposed Trump Accounts aimed at investing on behalf of children. Added $HOOD in premarket. Will add more if we get $90s and $80s Near 200MA and I like the company. PT $150+ by EOY Added $HOOD in premarket. Will add more if we get $90s and $80s Near 200MA and I like the company. PT $150+ by EOY" [X Link](https://x.com/AlvaroMysterio/status/2016981131254513880) 2026-01-29T21:05Z [----] followers, [----] engagements "Just in: $RKLB launches another electron ✅" [X Link](https://x.com/AlvaroMysterio/status/2017046307538370746) 2026-01-30T01:24Z [----] followers, [----] engagements "@RKLBMan $RKLB is a winner in long term. SpaceX or any other competition doesnt matter because we are literally at sending first email era of space" [X Link](https://x.com/AlvaroMysterio/status/2018442321595941087) 2026-02-02T21:52Z [----] followers, [----] engagements "I literally dreamt last night $IREN hit $80s 😂" [X Link](https://x.com/AlvaroMysterio/status/2018663502475678138) 2026-02-03T12:30Z [----] followers, 25.4K engagements "FYI if $RKLB is valued at 50% of SpaceX the stock price is $300+" [X Link](https://x.com/AlvaroMysterio/status/1913056688376004717) 2025-04-18T02:27Z [----] followers, 44.9K engagements "Futures open flat and here is what to watch tomorrow: Monday August [--] Earnings: - Palantir Technologies $PLTR - MercadoLibre $MELI - Wayfair $W - Tyson Foods $TSN - Williams Companies $WMB IPO: - Firefly Aerospace $FLY is expected to price its IPO and start trading during the week. The Texas-based space and defense technology company is looking to raise up to $631.8 million by selling [----] million shares of common stock at an expected price range of $35 to $39 per share. 5:00 p.m. Palantir Technologies $PLTR will hold its earnings conference call. Analysts think the call could include color" [X Link](https://x.com/AlvaroMysterio/status/1952152322663952795) 2025-08-03T23:39Z [----] followers, [----] engagements "My portfolio today $RKLB $NBIS" [X Link](https://x.com/anyuser/status/1957835610002997672) 2025-08-19T16:02Z [----] followers, 13.2K engagements "Why are stonks down I thought market only goes up. I am scared. Do I sell everything" [X Link](https://x.com/AlvaroMysterio/status/1957847774847787040) 2025-08-19T16:50Z [----] followers, [----] engagements "JUST IN: $RKLB finalises acquisition of @mynaric to strengthen space-based laser communications for $150M @RocketLab announced its intention to acquire German laser comms company Mynaric AG earlier this year and today finalized the deal for $75M in cash or stock with up to $75M more in performance-based earn-outs through [----]. https://twitter.com/i/web/status/1971310017102897641 https://twitter.com/i/web/status/1971310017102897641" [X Link](https://x.com/AlvaroMysterio/status/1971310017102897641) 2025-09-25T20:25Z [----] followers, 11.9K engagements "Because I cannot buy $NBIS due to restriction by my employer I have added [----] more $RKLB shares Will add [----] more if I get them at =$40" [X Link](https://x.com/AlvaroMysterio/status/1973022892926681137) 2025-09-30T13:51Z [----] followers, 39.7K engagements "Neutron will be successful. $RKLB will be 100$ by EOY. Ill be a millionaire by EOY. End of story" [X Link](https://x.com/anyuser/status/1891369844269834273) 2025-02-17T06:11Z [----] followers, 40K engagements "Flatellite didnt get the PR it deserved but market is gradually realising the potential $RKLB" [X Link](https://x.com/AlvaroMysterio/status/1896548183729373415) 2025-03-03T13:08Z [----] followers, 12.9K engagements "Catalysts to watch next week: Earnings IPO Dividends Fed remarks 🧵" [X Link](https://x.com/AlvaroMysterio/status/1946961402427588633) 2025-07-20T15:52Z [----] followers, [----] engagements "Monday 21st July: Earnings watch: - Verizon - $VZ - NXP Semiconductors - $NXPI - Domino's Pizza - $DPZ IPO watch: - Global education company McGraw Hill - $MH - Global consumer intelligence company NIQ Global Intelligence - $NIQ - Insurance player Accelerant - $ARX Dividend watch: - Caterpillar $CAT - Dell Technologies $DELL - Lowe's Companies $LOW - Pfizer $PFE https://twitter.com/i/web/status/1946961403748712778 https://twitter.com/i/web/status/1946961403748712778" [X Link](https://x.com/AlvaroMysterio/status/1946961403748712778) 2025-07-20T15:52Z [----] followers, [---] engagements "What to watch tomorrow Monday 21st July: Earnings: - Verizon - $VZ - NXP Semiconductors - $NXPI - Domino's Pizza - $DPZ IPO watch: - Global education company McGraw Hill - $MH - Global consumer intelligence company NIQ Global Intelligence - $NIQ - Insurance player Accelerant - $ARX Dividends watch: - Caterpillar $CAT - Dell Technologies $DELL - Lowe's Companies $LOW - Pfizer $PFE https://twitter.com/i/web/status/1947058489584664941 https://twitter.com/i/web/status/1947058489584664941" [X Link](https://x.com/AlvaroMysterio/status/1947058489584664941) 2025-07-20T22:18Z [----] followers, [----] engagements "My this plan to just sit with cash last month turned out to be the best one now I am getting an opportunity to buy high conviction stocks at 30-40% discount. I am thinking to operate like that regardless of target. Like when markets are frothy trim and sit with 30-40% cash and wait. My target for [----] is achieved already so I am not interested in taking big risks for the remainder of the year. Just sitting with [-----] $RKLB and [----] $NBIS. Both are long term positions so no plans to sell them for the next [--] years at least. Have plenty of cash if I get My target for [----] is achieved already so" [X Link](https://x.com/AlvaroMysterio/status/1986812396183200157) 2025-11-07T15:06Z [----] followers, 15.3K engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@AlvaroMysterio Alvaro Mysterio
Alvaro Mysterio posts on X about $nbis, $rklb, $iren, $asts the most. They currently have [-----] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.
Engagements: [------] #
- [--] Week [-------] -26%
- [--] Month [----------] +1,791%
- [--] Months [----------] +570%
- [--] Year [----------] +2,328%
Mentions: [--] #
- [--] Week [--] +38%
- [--] Month [---] +50%
- [--] Months [---] -23%
- [--] Year [-----] +239%
Followers: [-----] #
- [--] Week [-----] +0.54%
- [--] Month [-----] +3.50%
- [--] Months [-----] +63%
- [--] Year [-----] +368%
CreatorRank: [-------] #
Social Influence
Social category influence stocks 41% finance 24% technology brands 14% cryptocurrencies 11% celebrities 2% countries 1%
Social topic influence $nbis #13, $rklb #30, $iren #407, $asts #38, ai 8%, $80s 7%, stocks #2470, up to 4%, $btc 4%, ipo 4%
Top accounts mentioned or mentioned by @cernunnoscap @joeytphilly @mvcinvesting @cyberprincerwo @strandedpsgr @william_r2rclub @hereforgoodish2 @finnstockinger @staudinger333 @brokeandholding @thereplygui @insideout174 @jwmoonx @ihatelosingg @spvcetard @skipperswe7980 @grok @goodiemalloy @deepvaluebagger @trippyytulip
Top assets mentioned Nebius Group N.V. Class A Ordinary Shares (NBIS) Rocket Lab USA, Inc. Common Stock (RKLB) Iris Energy Limited (IREN) AST SpaceMobile, Inc. Class A Common Stock (ASTS) Bitcoin (BTC) Redwire Corporation (RDW) Omada Health, Inc (OMDA) Robinhood Markets, Inc. (HOOD) Amazon.com, Inc. (AMZN) 69Coin (69) WIX.com Ltd. (WIX) Verizon Communications Inc. (VZ) NXP Semiconductors NV (NXPI) Domino's Pizza Inc (DPZ) NIQ Global Intelligence plc (NIQ) McGraw Hill, Inc. (MH) Dell Technologies, Inc. (DELL) Pfizer, Inc. (PFE) CatCoin (CAT) Lowes Companies Inc (LOW) Accelerant Holdings (ARX) Microsoft Corp. (MSFT) Apple, Inc. (AAPL) Alphabet Inc Class A (GOOGL) The 99% Community (99) Intuitive Machines, Inc. (LUNR) Uber Technologies, Inc. (UBER) Booking Holdings Inc (BKNG) Procter & Gamble (PG) UnitedHealth Group (UNH)
Top Social Posts
Top posts by engagements in the last [--] hours
"There is no explanation for such $NBIS price action other than ATM offering being executed"
X Link 2026-01-28T18:42Z [----] followers, 19.6K engagements
"$NBIS will release its fourth quarter and full year [----] financial results on Thursday February [--] [----] before market open. Nebius Group will also hold a conference call to discuss its results at 8:00 a.m. Eastern Time (5:00 a.m. Pacific Time / 2:00 p.m. Central European Time) on the same day. https://twitter.com/i/web/status/2017348594337210387 https://twitter.com/i/web/status/2017348594337210387"
X Link 2026-01-30T21:26Z [----] followers, 12.7K engagements
"And I woke up to $40s 😂 $IREN I literally dreamt last night $IREN hit $80s 😂 I literally dreamt last night $IREN hit $80s 😂"
X Link 2026-02-04T16:29Z [----] followers, 14.1K engagements
"$IREN earnings today. Either $60 to $30. 😄"
X Link 2026-02-05T13:55Z [----] followers, 45.2K engagements
"@Mr_Derivatives Me but small to large as we go down"
X Link 2026-02-05T15:29Z [----] followers, [---] engagements
"Me before $IREN earnings"
X Link 2026-02-05T19:07Z [----] followers, 22.1K engagements
"@hereforgoodish2 Already have good positions. I am buying $RKLB and $RDW slowly. And waiting for $ASTS in $80s and $70s"
X Link 2026-02-05T19:15Z [----] followers, [---] engagements
"@FinnStockinger This cash was for space stocks mainly $RKLB and $ASTS. I am slowly adding $RKLB and will get more aggressive as it goes down. And still waiting on $ASTS"
X Link 2026-02-05T19:24Z [----] followers, [---] engagements
"@Staudinger333 I am ready to buy $RKLB and $ASTS"
X Link 2026-02-05T21:51Z [----] followers, [----] engagements
"$RKLB continues dropping AH I have buy orders at every $1 drop all the way to $50"
X Link 2026-02-06T00:05Z [----] followers, [----] engagements
"@brokeandholding I havent. Its a small position [---] shares in my 401k"
X Link 2026-02-06T00:08Z [----] followers, [--] engagements
"And thats still less than $IREN energy portfolio. $IREN just needs to build faster meet timelines and bring them live. $AMZN CEO just said they AWS added 3.9GW in the past year which is equivalent to [--] nuclear plants. They added 1.2GW in Q4 alone & expect to double total capacity again by end of [----]. Power is clearly the gating resource in the largest industrial buildout of modern history. https://t.co/ZYtG1sy6WM $AMZN CEO just said they AWS added 3.9GW in the past year which is equivalent to [--] nuclear plants. They added 1.2GW in Q4 alone & expect to double total capacity again by end of"
X Link 2026-02-06T00:10Z [----] followers, [----] engagements
"@thereplygui Yes bro you are right Microsoft is stupid to sign $9b deal"
X Link 2026-02-06T00:33Z [----] followers, [----] engagements
"$AAPL and $GOOG refuse to go down with the market"
X Link 2026-02-06T00:52Z [----] followers, [----] engagements
"Agree. I have applied the same to investing. Mistakes. Acknowledge. Learn. Dont repeat the same mistakes. And its working. Compounding applies to learning too. Small improvements add up fast. AI shrinks the loop from idea to test to lesson. More reps per week changes everything. The edge is evaluation. Run more experiments pick better repeat. Compounding applies to learning too. Small improvements add up fast. AI shrinks the loop from idea to test to lesson. More reps per week changes everything. The edge is evaluation. Run more experiments pick better repeat"
X Link 2026-02-06T00:54Z [----] followers, [----] engagements
"$RKLB 200MA sitting just below $50. will we get there"
X Link 2026-02-06T00:58Z [----] followers, [----] engagements
"@mvcinvesting What are your thoughts on $IREN @mvcinvesting"
X Link 2026-02-06T00:58Z [----] followers, [----] engagements
"Do you believe Dan Pena $BTC FYI: There are rumours that Epstein created bitcoin based on emails"
X Link 2026-02-06T01:14Z [----] followers, [----] engagements
"Everyone on X is worried. I am not this time . thanks to the cash I raised by selling $RKLB at mid $80s and $ASTS at mid 90s I also saw $RKLB go to $99 and $ASTS to $125 but that was the whole test for me and I stayed to my rules. Now even after 30-40% drawdowns I have added about 1/3 of what I intend to add for $RKLB and I am still in a position to add more for further 30-50% drawdowns if that comes. Cash is a position. I only had read it on X now I am experiencing it. Cash helps you sleep better at night because it prepares you for both directions in the market. When you feel the market and"
X Link 2026-02-06T01:26Z [----] followers, 13.9K engagements
"@insideout174 If the reaction is coming from revenue miss due to $BTC then for me that is irrelevant Everything on AI cloud business is very well aligned with my thesis. It is only a matter of execution. I think [----] will be a good year for $IREN"
X Link 2026-02-06T01:28Z [----] followers, [---] engagements
"Idk where the stock will go from here in short term but revenue miss was caused by $BTC and everything on AI cloud business is on track. I think we should be good if they execute and meet timelines $IREN $IREN Some quick considerations: - Guided for $2.5B GPU financing in Q1 - realized $3.6B - Guided for $0.5B ARR by eo March - realized $0.4B by February 5th - In talks for multi billion $ contract with software solution from IREN - Added 1.6GW to the contracted power pipeline $IREN Some quick considerations: - Guided for $2.5B GPU financing in Q1 - realized $3.6B - Guided for $0.5B ARR by eo"
X Link 2026-02-06T02:06Z [----] followers, [----] engagements
"I am ready. $RKLB Today I bought all the way from $69 to $61 small bids and now a little more aggressive bids placed all the way from $60 to $50 before going to sleep"
X Link 2026-02-06T02:08Z [----] followers, [----] engagements
"JUST IN: The US Embassy tells citizens to LEAVE IRAN NOW"
X Link 2026-02-06T02:39Z [----] followers, [----] engagements
"@cyberprince_rwo Prince its time to come back to where you started. Sell everything in crypto and put everything in $RKLB"
X Link 2026-02-06T03:15Z [----] followers, [---] engagements
"@cyberprince_rwo Its $RKLB and $NBIS . Both double from here in next 6-12 months"
X Link 2026-02-06T10:39Z [----] followers, [----] engagements
"Pre-market looks good. Will this hold"
X Link 2026-02-06T11:08Z [----] followers, 12.3K engagements
"$IREN back from 30% AH suffering post earnings Tbh I didnt find anything in earnings thats justified such price action. In fact since they are still in early build out stage so I am happy with the progress so far. It was maybe because due to deal rumours retail got into it probably on margin and was shut scared and panic sold. Secondly many high beta were down 10% after hours on no news so $IREN missing on revenue added more salt on wounds. I was thinking to add some LEAPs but its now back. https://twitter.com/i/web/status/2019732737830039650"
X Link 2026-02-06T11:19Z [----] followers, [----] engagements
"@strandedpsgr Go back and see my tweets right from earnings. I hold my position that the price action is overreaction. And I work in a market maker firm so I cannot buy instantly. I have to take approval a day before. Dont ever think I put my money into stocks without due diligence"
X Link 2026-02-06T11:27Z [----] followers, [---] engagements
"All is well $IREN Another quarterly update completed for $IREN. We published our Q2 update earlier today and interest was strong enough to briefly overwhelm the site at release. If you missed the deck its available here: 👉 https://t.co/balYEQl0ri The past few months have seen continued Another quarterly update completed for $IREN. We published our Q2 update earlier today and interest was strong enough to briefly overwhelm the site at release. If you missed the deck its available here: 👉 https://t.co/balYEQl0ri The past few months have seen continued"
X Link 2026-02-06T12:01Z [----] followers, [----] engagements
"$IREN $28 to $41 50% move from after hours to pre market. How do you deal with such volatility. Haha"
X Link 2026-02-06T13:25Z [----] followers, [----] engagements
"@JWMoonX Depends on stock. For $IREN its a hold"
X Link 2026-02-06T13:39Z [----] followers, [---] engagements
"@cyberprince_rwo Only $RKLB $NBIS and $IREN can save"
X Link 2026-02-06T16:45Z [----] followers, [----] engagements
"I have a question: If buyers are seriously stepping in today why didnt they buy yesterday at 10-20% discounts What has changed in a day"
X Link 2026-02-06T17:27Z [----] followers, 17K engagements
"On my watchlist: $NBIS $OMDA Is ANYTHING green today Is ANYTHING green today"
X Link 2026-02-12T21:12Z [----] followers, [----] engagements
"$NBIS The music to my ears was these [--] sentences that de-risked most of the uncertainties skepticism and doubts about funding to scale to such big ARR targets: The majority of our CapEx guidance (60% or more) will be financed by the cash weve received and will continue to receive in [----] from the favorable terms of our long-term contracts. Were talking about significant amounts of cash. As of today we havent used our ATM program at all. We dont have any concrete plans to use it in the near future. Its simply another tool in our toolbox that we can use when it makes the most sense for the"
X Link 2026-02-12T23:13Z [----] followers, [----] engagements
"You are holding a whole lot of sexy toys under $25b MC The potential each holds is massive on 2-5 years timeline. Photo stolen from X $NBIS"
X Link 2026-02-11T19:14Z [----] followers, 14.1K engagements
"My top pick for [----] is $NBIS $200 feels like very conservative like literally very conservative. Also I added [----] more shares today all the way from $90 to $80 Ill be buying more below $80 all the way down any dips thrown at my face"
X Link 2026-02-12T14:55Z [----] followers, 16.4K engagements
"In a Red Sea this mf has audacity to turn green $NBIS"
X Link 2026-02-12T18:52Z [----] followers, 19.4K engagements
"Everyone wants dip until dip actually comes"
X Link 2026-02-12T18:58Z [----] followers, [----] engagements
"$NBIS held strong on double volume 👀"
X Link 2026-02-12T21:05Z [----] followers, [----] engagements
"$NBIS / @ClickHouseDB After $15B valuation funding round by ClickHouse everyone assumed the $NBIS stake would be diluted but management confirmed today that they still own 25% of the stake which is now worth $3.75B but would be significantly more as ClickHouse scales Also management has time and again said that they will use these non-core stakes for non-dilutive funding when the time comes. https://twitter.com/i/web/status/2022084805848965575 https://twitter.com/i/web/status/2022084805848965575"
X Link 2026-02-12T23:06Z [----] followers, [----] engagements
"$NBIS How can the market fight against such confidence and conviction from management How can you possibly read the following comments from the management and not get bullish When we announced our $7-9B ARR target YE2026 three months ago there were questions about our ability to reach that range. Our conviction has only become stronger. We are really taking a prudent approach to our revenue guidance. We have already secured over 2GW of contracted power as of February which is why were raising our year-end target to over 3GW. The vast majority of this new capacity will come from owned data"
X Link 2026-02-12T23:15Z [----] followers, 11.5K engagements
"$NBIS from [--] in [----] to [--] data centres in 2026"
X Link 2026-02-12T23:27Z [----] followers, [----] engagements
"$NBIS shares look like precious diamonds after reviewing earnings today. Don't forget to look at your shares before going to sleep"
X Link 2026-02-12T23:38Z [----] followers, [----] engagements
"Today was the highest volume since Nov 24th $NBIS $NBIS held strong on double volume 👀 $NBIS held strong on double volume 👀"
X Link 2026-02-12T22:26Z [----] followers, [----] engagements
"In my opinion $NBIS first. and then $RKLB in the low $60s and $50s for long term. due to uncertainty on stage1 failure impact on Neutron schedule. $ASTS too in $70s. and $60s if we get there. Whats the most obvious buy in the market right now Whats the most obvious buy in the market right now"
X Link 2026-02-13T00:17Z [----] followers, 23.5K engagements
"Will we see $ASTS in $60s and $RKLB in $50s before next rally"
X Link 2026-02-12T15:31Z [----] followers, 18.2K engagements
"$200 easy peasy soon $NBIS Following $NBIS' Q4 results: Northland reiterated Outperform with a $211 PT 🟢 Citizens reiterated Outperform with a $175 PT 🟢 D.A. Davidson reiterated Buy with a $150 PT 🟢 MS reiterated Equalwt/Attractive with a $126 PT 🟢 Seaport Global reiterated Neutral with https://t.co/FYgqrUhhoA Following $NBIS' Q4 results: Northland reiterated Outperform with a $211 PT 🟢 Citizens reiterated Outperform with a $175 PT 🟢 D.A. Davidson reiterated Buy with a $150 PT 🟢 MS reiterated Equalwt/Attractive with a $126 PT 🟢 Seaport Global reiterated Neutral with"
X Link 2026-02-13T14:55Z [----] followers, [----] engagements
"$RKLB bids placed all the way from $69 to $60 some already filled. Will place more aggressive bids in $55s if we get there. $ASTS bids placed all the way from $90 to $80. And more aggressive bids in $70s Will all of them be filled Lets go"
X Link 2026-02-05T12:55Z [----] followers, 12.7K engagements
"Last year April I was on margin. Last year Nov I had no margin but zero cash. This time I have cash. I am happy the way I am learning from market. Life gets better if you learn from your own mistakes and develop discipline. $RKLB $ASTS $NBIS $IREN"
X Link 2026-02-05T18:57Z [----] followers, [----] engagements
"AI CapEx is not slowing down $NBIS $IREN 🚨 JUST IN: $AMZN guides for [----] CapEx of $200B vs. $146B expected. 🤯 https://t.co/ELR3y8hE7Z 🚨 JUST IN: $AMZN guides for [----] CapEx of $200B vs. $146B expected. 🤯 https://t.co/ELR3y8hE7Z"
X Link 2026-02-05T21:13Z [----] followers, [----] engagements
"$IREN earnings are good so I am not worried dont care about AH price reaction. Ill see you by EOY Added $RKLB $RDW $LUNR See you tomorrow"
X Link 2026-02-05T21:41Z [----] followers, 15.9K engagements
"When my wife asks me how I am doing after my portfolio went down $RKLB $ASTS $NBIS $IREN"
X Link 2026-02-06T01:11Z [----] followers, [----] engagements
"$IREN one of the contracts we are negotiating at the moment is a multibillion-dollar contract"
X Link 2026-02-06T11:39Z [----] followers, [----] engagements
"On my watchlist everything is green except $WIX and $OMDA On my watchlist everything is big red except $WIX and $OMDA I have these two small positions in 401k Thanks to @mvcinvesting On my watchlist everything is big red except $WIX and $OMDA I have these two small positions in 401k Thanks to @mvcinvesting"
X Link 2026-02-06T17:25Z [----] followers, [----] engagements
"Could it be $IREN *ANTHROPIC MULLS SECURING 10GIGAWATTS OF CAPACITY: THE INFORMATION Anthropic has privately discussed getting [--] GW by renting capacity from cloud providers and notably by leasing its own data center spacemeaning it would likely purchase/operate the server equipment inside. *ANTHROPIC MULLS SECURING 10GIGAWATTS OF CAPACITY: THE INFORMATION Anthropic has privately discussed getting [--] GW by renting capacity from cloud providers and notably by leasing its own data center spacemeaning it would likely purchase/operate the server equipment inside"
X Link 2026-02-09T19:15Z [----] followers, 14.9K engagements
"Why is top talent leaving @xai @elonmusk I resigned from xAI today. This company - and the family we became - will stay with me forever. I will deeply miss the people the warrooms and all those battles we have fought together. It's time for my next chapter. It is an era with full possibilities: a small team armed I resigned from xAI today. This company - and the family we became - will stay with me forever. I will deeply miss the people the warrooms and all those battles we have fought together. It's time for my next chapter. It is an era with full possibilities: a small team armed"
X Link 2026-02-10T14:10Z [----] followers, [----] engagements
"Added $NBIS $RKLB $RDW Looking to add more as we go down"
X Link 2026-02-11T15:54Z [----] followers, [----] engagements
"@ihatelosingg @Sandeman52 i'll be the last person to pump stocks without any investment thesis behind it"
X Link 2026-02-13T00:18Z [----] followers, [--] engagements
"@CernunnosCap what"
X Link 2026-02-13T02:32Z [----] followers, [--] engagements
"On my watchlist everything is big red except $WIX and $OMDA I have these two small positions in 401k Thanks to @mvcinvesting"
X Link 2026-02-04T18:15Z [----] followers, [----] engagements
"Equation for AI stocks is simple: Capacity is always sold out so revenue little beat or miss doesnt matter what matters is : Are you able to bring more active power faster Are you able to raise capacity more often Are you able to build more data centres And faster Thats what matters. Once you build fast enough and bring active power faster enough thats the guaranteed revenue and it will show up on balance sheet all together crazily. I think as an investor you should look at active power capacity raise more data centres and ARR guidance rather than a few millions missed revenue in past"
X Link 2026-02-12T12:27Z [----] followers, [----] engagements
"@SPVCETARD Compare it to all other high beta stocks down 8-10%"
X Link 2026-02-12T19:23Z [----] followers, [---] engagements
"Just finished listening to $IREN earnings call. I do not find anything that justifies such wild price action. [--]. Revenue miss: AI revenue increased and bitcoins missing revenue declined because $BTC is crashing. [--]. There were deal rumours and retails didnt get deal so selling And decline in BTC revenue at this point is not even the part of thesis specially when BTC is crashing. The major part of thesis is: power + execution + funding: all of them are on track [--]. Power is the constraint for AI acknowledged by Sam Elon Jensen Sunder. But its not constraint for $IREN [--]. Execution: So far"
X Link 2026-02-05T23:16Z [----] followers, 53K engagements
"Market is punishing SaaS because AI will kill them Market is punishing AI stocks because AI is bullshit Both are wrong. Many SaaS will survive if they acknowledge and adapt and bring in AI into their ecosystem AI will only and only grow"
X Link 2026-02-06T00:03Z [----] followers, [----] engagements
"I have decided to add more to $NBIS position on any dips below $90"
X Link 2026-02-11T14:19Z [----] followers, [----] engagements
"$NBIS subsidiary Avride : - Avride is now one of only two autonomous vehicle partners on the Uber platform. - Uber committed up to $375M in investments and commercial agreements to support Avrides expansion. - The company ended [----] with [--] cars in service and expects that number to grow substantially in [----]. - More than [------] deliveries were completed in [----]. - In Q4 alone U.S. robots completed nearly 3x more deliveries vs. Q3. - Delivery zones expanded in Jersey City Dallas and Austin with additional city launches expected in [----]. - Major restaurant chains onboarded in [----] include"
X Link 2026-02-12T23:02Z [----] followers, [----] engagements
"When someone you highly respect and who likes to stay very conservative . says "this was the best earnings call in the companys history." $NBIS Regardless of the price action which was to be expected Ive never been more confident in $NBIS. In my honest opinion this was the best earnings call in the companys history. Let them cook. Full review coming later today. Regardless of the price action which was to be expected Ive never been more confident in $NBIS. In my honest opinion this was the best earnings call in the companys history. Let them cook. Full review coming later today"
X Link 2026-02-13T00:44Z [----] followers, [----] engagements
"$NBIS was $68 some days ago"
X Link 2026-02-13T15:38Z [----] followers, 28.6K engagements
"Citizens raises $NBIS PT from $90 to $175"
X Link 2026-02-14T01:11Z [----] followers, 10.3K engagements
"Marco Rubios Munich speech 👏"
X Link 2026-02-14T16:45Z [----] followers, [---] engagements
"Tuesday - July [--] Earnings: - Visa $V - Procter & Gamble $PG - UnitedHealth Group $UNH - Merck $MRK - Booking Holdings $BKNG - Boeing $BA - Spotify $SPOT - Starbucks $SBUX - PayPal $PYPL - Options trading implies a double-digit move for Teladoc Health $TDOC) and Avis Budget $CAR) after their earnings are released. All day: - U.S. Treasury Secretary @SecScottBessent is scheduled to meet Chinese counterparts in Stockholm for further trade talks. - Veru $VERU will be participating in one-on-one meetings and a fireside chat presentation with investors at the BTIG Virtual Biotech Conference"
X Link 2025-07-26T15:58Z [----] followers, [---] engagements
"The US House of Representatives will vote on a bill to officially end the 43-day government shutdown at [--] PM ET today"
X Link 2025-11-12T14:00Z [----] followers, 67.5K engagements
"For the first time ever I want to experience how it feels like to sell all of your high conviction positions when you feel like everything is priced in. And this is also the first time ever I am sitting with 50% cash. Market always gives you opportunities. Always. There has never been the case that youll never get better opportunities tract record of 100+ years of history. I want to teach myself a few lessons: Selling near highs and not care if stock still continues going up Sitting with cash for very long period of time if you dont find good opportunities in terms of risk vs reward in your"
X Link 2026-01-10T01:10Z [----] followers, 28.1K engagements
"$HIMS was once a X retail fav company is now down 60% from ATH even though I havent ever researched it really well but this weekend thinking to do deep dive and see if current valuation is attractive to put some money in. They have also started laying off some employees. Any thoughts https://twitter.com/i/web/status/2009796754552639799 https://twitter.com/i/web/status/2009796754552639799"
X Link 2026-01-10T01:17Z [----] followers, 27.2K engagements
"@corey407woc Ah you what I can regret this decision but my gut feeling says I should raise enough cash and also $NBIS and $IREN at these valuations look bargain to me"
X Link 2026-01-10T01:20Z [----] followers, [----] engagements
"$IREN holy moly"
X Link 2026-01-23T17:40Z [----] followers, 108.7K engagements
"Demand continues to outstrip supply. $NBIS $IREN"
X Link 2026-01-27T00:58Z [----] followers, 25.3K engagements
"@UncleAlpha007 Any source of $IREN CEO hinting at a deal with AWS"
X Link 2026-01-27T01:00Z [----] followers, 42.1K engagements
"Bullish for $IREN $NBIS [--]. Demand is unsolvable. This isnt cyclical demand. This is a structural scarcity of AI compute. [--]. Contract duration moving from [--] to [--] years so customers are locking capacity like its energy or real estate not cloud SaaS which implies long-lived capital-intensive infrastructure wins. [--]. Contracts signed 12+ months in advance show AI buyers are terrified of not having compute. The supply owners gain pricing power + visibility. [--]. 6-year GPU depreciation is becoming acceptable which signals confidence that GPUs wont be obsolete as fast as feared and it dramatically"
X Link 2026-01-27T01:31Z [----] followers, 21.9K engagements
"Why is $HOOD bleeding from last [--] months"
X Link 2026-01-28T20:35Z [----] followers, [----] engagements
"Added $HOOD in premarket. Will add more if we get $90s and $80s Near 200MA and I like the company. PT $150+ by EOY"
X Link 2026-01-29T13:01Z [----] followers, [----] engagements
"JUST IN: The U.S. is reportedly considering $HOOD as a platform for proposed Trump Accounts aimed at investing on behalf of children. Added $HOOD in premarket. Will add more if we get $90s and $80s Near 200MA and I like the company. PT $150+ by EOY Added $HOOD in premarket. Will add more if we get $90s and $80s Near 200MA and I like the company. PT $150+ by EOY"
X Link 2026-01-29T21:05Z [----] followers, [----] engagements
"Just in: $RKLB launches another electron ✅"
X Link 2026-01-30T01:24Z [----] followers, [----] engagements
"@RKLBMan $RKLB is a winner in long term. SpaceX or any other competition doesnt matter because we are literally at sending first email era of space"
X Link 2026-02-02T21:52Z [----] followers, [----] engagements
"I literally dreamt last night $IREN hit $80s 😂"
X Link 2026-02-03T12:30Z [----] followers, 25.4K engagements
"FYI if $RKLB is valued at 50% of SpaceX the stock price is $300+"
X Link 2025-04-18T02:27Z [----] followers, 44.9K engagements
"Futures open flat and here is what to watch tomorrow: Monday August [--] Earnings: - Palantir Technologies $PLTR - MercadoLibre $MELI - Wayfair $W - Tyson Foods $TSN - Williams Companies $WMB IPO: - Firefly Aerospace $FLY is expected to price its IPO and start trading during the week. The Texas-based space and defense technology company is looking to raise up to $631.8 million by selling [----] million shares of common stock at an expected price range of $35 to $39 per share. 5:00 p.m. Palantir Technologies $PLTR will hold its earnings conference call. Analysts think the call could include color"
X Link 2025-08-03T23:39Z [----] followers, [----] engagements
"My portfolio today $RKLB $NBIS"
X Link 2025-08-19T16:02Z [----] followers, 13.2K engagements
"Why are stonks down I thought market only goes up. I am scared. Do I sell everything"
X Link 2025-08-19T16:50Z [----] followers, [----] engagements
"JUST IN: $RKLB finalises acquisition of @mynaric to strengthen space-based laser communications for $150M @RocketLab announced its intention to acquire German laser comms company Mynaric AG earlier this year and today finalized the deal for $75M in cash or stock with up to $75M more in performance-based earn-outs through [----]. https://twitter.com/i/web/status/1971310017102897641 https://twitter.com/i/web/status/1971310017102897641"
X Link 2025-09-25T20:25Z [----] followers, 11.9K engagements
"Because I cannot buy $NBIS due to restriction by my employer I have added [----] more $RKLB shares Will add [----] more if I get them at =$40"
X Link 2025-09-30T13:51Z [----] followers, 39.7K engagements
"Neutron will be successful. $RKLB will be 100$ by EOY. Ill be a millionaire by EOY. End of story"
X Link 2025-02-17T06:11Z [----] followers, 40K engagements
"Flatellite didnt get the PR it deserved but market is gradually realising the potential $RKLB"
X Link 2025-03-03T13:08Z [----] followers, 12.9K engagements
"Catalysts to watch next week: Earnings IPO Dividends Fed remarks 🧵"
X Link 2025-07-20T15:52Z [----] followers, [----] engagements
"Monday 21st July: Earnings watch: - Verizon - $VZ - NXP Semiconductors - $NXPI - Domino's Pizza - $DPZ IPO watch: - Global education company McGraw Hill - $MH - Global consumer intelligence company NIQ Global Intelligence - $NIQ - Insurance player Accelerant - $ARX Dividend watch: - Caterpillar $CAT - Dell Technologies $DELL - Lowe's Companies $LOW - Pfizer $PFE https://twitter.com/i/web/status/1946961403748712778 https://twitter.com/i/web/status/1946961403748712778"
X Link 2025-07-20T15:52Z [----] followers, [---] engagements
"What to watch tomorrow Monday 21st July: Earnings: - Verizon - $VZ - NXP Semiconductors - $NXPI - Domino's Pizza - $DPZ IPO watch: - Global education company McGraw Hill - $MH - Global consumer intelligence company NIQ Global Intelligence - $NIQ - Insurance player Accelerant - $ARX Dividends watch: - Caterpillar $CAT - Dell Technologies $DELL - Lowe's Companies $LOW - Pfizer $PFE https://twitter.com/i/web/status/1947058489584664941 https://twitter.com/i/web/status/1947058489584664941"
X Link 2025-07-20T22:18Z [----] followers, [----] engagements
"My this plan to just sit with cash last month turned out to be the best one now I am getting an opportunity to buy high conviction stocks at 30-40% discount. I am thinking to operate like that regardless of target. Like when markets are frothy trim and sit with 30-40% cash and wait. My target for [----] is achieved already so I am not interested in taking big risks for the remainder of the year. Just sitting with [-----] $RKLB and [----] $NBIS. Both are long term positions so no plans to sell them for the next [--] years at least. Have plenty of cash if I get My target for [----] is achieved already so"
X Link 2025-11-07T15:06Z [----] followers, 15.3K engagements
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