# ![@FrameworkWisely Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1349804087823527938.png) @FrameworkWisely Framework Investment | A³C³E

Several companies are making notable strides in AI and technology, including $TEAM, which is seeing AI as a tailwind that deepens its moat, and $SE, which is prioritizing growth while improving profitability. $HIMS is also making progress, aiming to be a one-stop shop for personalized healthcare and launching comprehensive whole-body lab testing. Meanwhile, investors are taking notice of companies like $SE, $RBRK, and $RDDT, which are considered to have high potential.

### Engagements: [-----] [#](/creator/twitter::1349804087823527938/interactions)
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- [--] Week [------] +301%
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- [--] Year [---------] +130%

### Mentions: [--] [#](/creator/twitter::1349804087823527938/posts_active)
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- [--] Week [--] -36%
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### Followers: [-----] [#](/creator/twitter::1349804087823527938/followers)
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- [--] Week [-----] +1.10%
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- [--] Months [-----] +16%
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### CreatorRank: [-------] [#](/creator/twitter::1349804087823527938/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1349804087823527938/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  84.96% [stocks](/list/stocks)  67.67% [technology brands](/list/technology-brands)  23.31% [social networks](/list/social-networks)  11.28% [cryptocurrencies](/list/cryptocurrencies)  6.02% [vc firms](/list/vc-firms)  0.75% [exchanges](/list/exchanges)  0.75% [countries](/list/countries)  0.75%

**Social topic influence**
[$nbis](/topic/$nbis) #53, [ai](/topic/ai) 22.56%, [$iren](/topic/$iren) #124, [ace](/topic/ace) #402, [iren](/topic/iren) #147, [$rddt](/topic/$rddt) #25, [$oscr](/topic/$oscr) 7.52%, [clickhouse](/topic/clickhouse) #7, [$rbrk](/topic/$rbrk) #9, [$app](/topic/$app) #29

**Top accounts mentioned or mentioned by**
[@jiahanjimliu](/creator/undefined) [@abdrazakalmas](/creator/undefined) [@bagelc47](/creator/undefined) [@mvcinvesting](/creator/undefined) [@ilzmcfly](/creator/undefined) [@jonahlupton](/creator/undefined) [@sgrastar](/creator/undefined) [@samsolid57](/creator/undefined) [@amitisinvesting](/creator/undefined) [@fransbakker9812](/creator/undefined) [@alphacapital82](/creator/undefined) [@nietschecapital](/creator/undefined) [@5xcap](/creator/undefined) [@stocktrader989](/creator/undefined) [@richardprati](/creator/undefined) [@geokoutalidis](/creator/undefined) [@sergeycyw](/creator/undefined) [@bobbyanalytix](/creator/undefined) [@cruxcapital](/creator/undefined) [@lazaruscapital](/creator/undefined)

**Top assets mentioned**
[Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Iris Energy Limited (IREN)](/topic/$iren) [Reddit, Inc.  (RDDT)](/topic/$rddt) [Oscar Health, Inc.  (OSCR)](/topic/$oscr) [Rubrik, Inc.  (RBRK)](/topic/$rbrk) [AppLovin Corporation (APP)](/topic/$app) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Sea Limited (SE)](/topic/$se) [Cipher Mining Inc. Common Stock (CIFR)](/topic/$cifr) [Credo Technology Group Holding Ltd (CRDO)](/topic/$crdo) [Snowflake Inc. (SNOW)](/topic/$snow) [Bloom Energy Corporation (BE)](/topic/$be) [Atlassian Corporation PLC (TEAM)](/topic/$team) [Microsoft Corp. (MSFT)](/topic/$msft) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Metadium (META)](/topic/$meta) [Datadog Inc (DDOG)](/topic/$ddog) [Bitcoin (BTC)](/topic/bitcoin) [monday.com Ltd. (MNDY)](/topic/$mndy) [Robinhood Markets, Inc.  (HOOD)](/topic/$hood) [Tempus AI, Inc. (TEM)](/topic/$tem) [TransMedics Group, Inc. Common Stock (TMDX)](/topic/$tmdx)
### Top Social Posts
Top posts by engagements in the last [--] hours

"The big problem $PRCT SG&A Gross profit"  
[X Link](https://x.com/FrameworkWisely/status/1986253113515213308)  2025-11-06T02:03Z [----] followers, [----] engagements


"I use $RELY every month to send money to my parents Canadian dollars from my Wealthsimple chequing account to Chinese Yuan on WeChat its a cross-border transfer. Do you know if there is a better way to do this"  
[X Link](https://x.com/FrameworkWisely/status/2011682198718488817)  2026-01-15T06:09Z [----] followers, [----] engagements


"Yeah $ZETA is just another digital marketing company no differentiation and there are so many similar companies $KVYO $HUBS $ADBE $CRM dotdigtal and etc. No we all don't know that at all. The "multi-millionaires" comment is nothing but irresponsible cheerleading hyperbole of which there seems to be no shortage of on X these days for $ZETA. No we all don't know that at all. The "multi-millionaires" comment is nothing but irresponsible cheerleading hyperbole of which there seems to be no shortage of on X these days for $ZETA"  
[X Link](https://x.com/FrameworkWisely/status/2012254626880356861)  2026-01-16T20:04Z [----] followers, [----] engagements


"My take on AI disrupting SaaS: Its easy to build software with AI but debugging and maintaining that software is far from easy. For example the kind of complex large-scale platforms that companies like $TEAM and $RBRK offer can require at least five software engineers just for ongoing maintenance. [--] $100K = $500K per year and that doesnt even include additional costs such as on-premise infrastructure or cloud hosting. So the real question is: does it actually save money for enterprises if they choose to build those SaaS services themselves with AI In the AI era knowledge is easy to get. The"  
[X Link](https://x.com/FrameworkWisely/status/2018027286688096485)  2026-02-01T18:22Z [----] followers, [----] engagements


"$CRDO is getting cheap now $CRDO Credo Technology Group Holding Ltd [--] Mission statement: To redefine high-speed connectivity by delivering breakthrough solutions that enable the next generation of AI-driven applications. [--] Management team: CTO and COO are co-founders CEO William J. Brennan has been https://t.co/KWJ1p4CmbV $CRDO Credo Technology Group Holding Ltd [--] Mission statement: To redefine high-speed connectivity by delivering breakthrough solutions that enable the next generation of AI-driven applications. [--] Management team: CTO and COO are co-founders CEO William J. Brennan has been"  
[X Link](https://x.com/FrameworkWisely/status/2018789080532984307)  2026-02-03T20:49Z [----] followers, [----] engagements


"The stock market is behaving as if AI is bringing about the end of human civilizationeven punishing companies that are supposed to solve AIs data-infrastructure bottlenecks $BE $CRDO $NBIS $IREN"  
[X Link](https://x.com/FrameworkWisely/status/2019134458478358573)  2026-02-04T19:42Z [----] followers, [----] engagements


"@AbdrazakAlmas I think non-hyperscaler customers for exmaple $PANW Dan mentioned this in the earnings call"  
[X Link](https://x.com/FrameworkWisely/status/2019807139213275219)  2026-02-06T16:15Z [----] followers, [--] engagements


"$IREN Q2 FY '26 Results released on Feb 5th [----] [--] Financials: Revenue came in at $184.69M missing the $228.13M analyst consensus by $43.44M ($228.13M $184.69M). 👉 Bitcoin mining Revenue: $167.4M $BTC mined: [----] Realized price: $167.4M / [----] = $100.6K per $BTC Compare: $IREN Q1 FY26 mined [----] $BTC $233M / [----] = $114.3K per $BTC Thats a -$65.6M QoQ drop ($233.0M $167.4M). 👉 AI Cloud Services Revenue: $17.3M Thats +$10.0M QoQ ($7.3M $17.3M). https://twitter.com/i/web/status/2019964602658742384 https://twitter.com/i/web/status/2019964602658742384"  
[X Link](https://x.com/FrameworkWisely/status/2019964602658742384)  2026-02-07T02:41Z [----] followers, [----] engagements


"2 Balance sheet and the $MSFT contract Cash and cash equivalents: 3.26B. Total liabilities: 3.8B 👉The contract with $MSFT: the most important contract that determines the future of $IREN Financing : $IREN secured underwriting commitments for $3.6 billion of GPU financing at an interest rate of less than 6%. Together with customer prepayments this provides funding coverage for approximately 95% of the GPU-related CapEx supporting $IREN's $9.7 billion AI contract with Microsoft. Operationally execution is tracking well across the portfolio and $IREN expect to deliver [------] GPUs by the end of"  
[X Link](https://x.com/FrameworkWisely/status/2019967601040892093)  2026-02-07T02:52Z [----] followers, [---] engagements


"3 Operating margins Gross margin: 64.39% EBITDA margin: 7.86% Share Changes (YoY): +41.6%"  
[X Link](https://x.com/FrameworkWisely/status/2019969684209299607)  2026-02-07T03:01Z [----] followers, [---] engagements


"4 Key highlights from the earnings call CEO Daniel Roberts: "We have multiple advanced negotiations underway for larger scale deployments and are also seeing hyperscalers and AI enterprises increasingly focus on air-cooled GPUs given the faster deployment time lines." "And at this point demand is not the constraint for us. The focus is on choosing the right long-term partnerships that support durable platform level growth." "Construction across Horizon [--] through to [--] is progressing to schedule. And in British Columbia we continue to expand our AI cloud footprint with just under $0.5 billion"  
[X Link](https://x.com/FrameworkWisely/status/2019972715591946525)  2026-02-07T03:13Z [----] followers, [---] engagements


"a new wave of demand shock $NBIS $IREN and $CIFR According to 3Fourteen Research: GPU availability across major cloud services have dropped immensely in Feb. This comes as $META $AMZN $GOOGL have increased infrastructure capex spend immensely. The major victors Neoclouds: $IREN $NBIS and $CRWV are the three with AI https://t.co/Oc8kq9sTSk According to 3Fourteen Research: GPU availability across major cloud services have dropped immensely in Feb. This comes as $META $AMZN $GOOGL have increased infrastructure capex spend immensely. The major victors Neoclouds: $IREN $NBIS and $CRWV are the"  
[X Link](https://x.com/FrameworkWisely/status/2019973493283254758)  2026-02-07T03:16Z [----] followers, [----] engagements


"$IREN Chief Commercial Officer Kent Draper: "Vertical integration is one of IREN's most important competitive advantages. We design build and operate our own data centers supported by in-house engineering procurement construction technology and operations teams. This structure gives us direct end-to-end control of our cloud offering and the ability to manage cost time lines and service quality with far -- many of the constraints that we see across the industry today whether it's long lead time procurement or skilled labor are areas that we've addressed in the past so they're manageable for us"  
[X Link](https://x.com/FrameworkWisely/status/2019988014286373364)  2026-02-07T04:14Z [----] followers, [---] engagements


"$IREN Question-and-Answer Session Q2 FY '26 earnings call 👉 On verticalized AI cloud versus colocation: CEO Daniel Roberts: "We believe that data center demand is going to continue to compound. So recovering capital back in short order and being able to compound those returns as distinct from holding effectively a bond exposure against the hyperscaler is the area we want to play. And if investors want bond-like exposures they can buy colocation companies. They can buy bonds in the hyperscalers but we believe we are offering a high conviction but very well-managed risk exposure to the sector"  
[X Link](https://x.com/FrameworkWisely/status/2020005746578952205)  2026-02-07T05:24Z [----] followers, [---] engagements


"👉 On software offering CMO Kent Draper: "Today we're still seeing the bulk of our demand coming from hyperscalers the largest enterprises extremely advanced technology firms within the AI space all of which are still looking for bare metal access. They want full ability to be able to take control of the GPUs layer on their own software stack set up the compute in exactly the way that they want to operate it." "And I think the largest customers are those bare metal customers whereas the software really is typically more useful for smaller enterprise customers that are looking for an easy user"  
[X Link](https://x.com/FrameworkWisely/status/2020007879290270190)  2026-02-07T05:33Z [----] followers, [---] engagements


"👉 On the updates around the Sweetwater [--] and Sweetwater [--] energization. "In terms of the energization date for Sweetwater [--] we're still on track to energize in Q2 and that's a full bulk substation. So that's capable of the full [---] gigawatts of power capacity at that site. So energization very much on track. Construction is well advanced both with the on-site substation as well as the utility substation there. As it relates to customer engagement moving forward on those sites obviously very early since this batching process has been announced. But if anything we would actually expect it to"  
[X Link](https://x.com/FrameworkWisely/status/2020282738079641619)  2026-02-07T23:45Z [----] followers, [---] engagements


"👉 On $2.3B ARR When should we expect those revenues to start being recognized and commencing in the P&L CMO Kent Draper: "So a decent proportion of the $0.4 billion of contracted revenue that we talked about is already operational there. As it relates to the Microsoft contract (the 1.9B ARR) that will come online progressively over the course of the year commencing we expect Q2 in terms of initial revenues flowing through." https://twitter.com/i/web/status/2020342001334403126 https://twitter.com/i/web/status/2020342001334403126"  
[X Link](https://x.com/FrameworkWisely/status/2020342001334403126)  2026-02-08T03:40Z [----] followers, [---] engagements


"👉 On Cloud and colocation deals may be seeing a more favorable pricing environment. 🙃CMO Kent Draper: "We're seeing demand for longer tenors I think the customers that are out there in the market realize that this may be a long-dated supply-demand imbalance moving forward and there's certainly an openness that we're that we're seeing to longer tenors than we have in the past. Another factor that we mentioned earlier we are seeing an increased interest in air cooled capacity And that is primarily because that can fill immediate needs especially within our portfolio because we have existing"  
[X Link](https://x.com/FrameworkWisely/status/2020344706836639990)  2026-02-08T03:51Z [----] followers, [---] engagements


"@JonahLupton and Gemini Anthropic and OpenAI rely on real-time and real-world conversation and review data from $RDDT and it has a network effect moat"  
[X Link](https://x.com/FrameworkWisely/status/2020378983376855083)  2026-02-08T06:07Z [----] followers, [---] engagements


"This looks like great news for $NBIS and probably not so great for $BE. Many people start talking about a bubble as soon as they see P&Ls under pressure. More often than not it simply means they are confusing the investment phase with the return phase. Every major technological disruption follows the same sequence: massive upfront investment https://t.co/j71DEUGAmY Many people start talking about a bubble as soon as they see P&Ls under pressure. More often than not it simply means they are confusing the investment phase with the return phase. Every major technological disruption follows the"  
[X Link](https://x.com/FrameworkWisely/status/2020743646333579739)  2026-02-09T06:16Z [----] followers, [----] engagements


"Great news for $ENPH Solar and battery storage combined drove 81% of new U.S. grid capacity in [----]. Solar and battery storage combined drove 81% of new U.S. grid capacity in [----]. [----] GW solar + [----] GW storage = [----] GW of zero-fuel infrastructure. The grid isn't choosing renewables anymore. It's economically opting to - with Texas leading the way https://t.co/64ypm02LTg Solar and battery storage combined drove 81% of new U.S. grid capacity in [----]. [----] GW solar + [----] GW storage = [----] GW of zero-fuel infrastructure. The grid isn't choosing renewables anymore. It's economically opting to"  
[X Link](https://x.com/FrameworkWisely/status/2020744208118583769)  2026-02-09T06:18Z [----] followers, [---] engagements


"Its not really about carbon capture its about speed. Gas turbines let you build data centers fast but the bottleneck was the environmental review process taking too long. If that bottleneck is removed then going green becomes the slower path compared to deploying gas turbines. https://twitter.com/i/web/status/2020768925777113596 https://twitter.com/i/web/status/2020768925777113596"  
[X Link](https://x.com/FrameworkWisely/status/2020768925777113596)  2026-02-09T07:57Z [----] followers, [----] engagements


"Securing power on paper is only the first hurdle actually flipping the switch is a long logistical marathon. $IRENs [---] GW is secured in Oklahoma recently the [----] ramp timeline reflects the physical and bureaucratic realities of todays power grid. Heres why the wait can be so long: [--]. The interconnection bottleneck Having rights to power doesnt mean instant access to the wires. Before a large facility can go live utilities must run detailed engineering interconnection studies to determine: - Capacity: Can the local substation handle the sudden load increase -Upgrades: Do transmission lines"  
[X Link](https://x.com/FrameworkWisely/status/2020780834517557444)  2026-02-09T08:44Z [----] followers, [---] engagements


"AI demanding is exploding. $NBIS $IREN $CIFR https://youtu.be/rSohMpT24SIsi=9ouiMGWTM6gav1R2 https://youtu.be/rSohMpT24SIsi=9ouiMGWTM6gav1R2"  
[X Link](https://x.com/FrameworkWisely/status/2020888787086192781)  2026-02-09T15:53Z [----] followers, [---] engagements


"$NBIS $IREN $CIFR $CRDO *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/FrameworkWisely/status/2020930825257406482)  2026-02-09T18:40Z [----] followers, [----] engagements


"Legal and regulatory risk is now part of my framework when evaluating risks. Going forward Im avoiding companies with major legal or regulatory overhangs. Glad I sold most of my $HIMS in June and July [----] around $57. Currently holding [--] shares at a $34 average I bought them this year during the drawdown. Keep learning and keep improving my framework. No one is perfect learn from your mistakes. $HIMS  & : BofA cuts  $ reiterates Analyst flags patent infringement lawsuit from $NVO Novo Nordisk tied to compounded semaglutide raising regulatory and legal overhangs. https://t.co/DjN584suEl $HIMS"  
[X Link](https://x.com/FrameworkWisely/status/2020943036864143579)  2026-02-09T19:29Z [----] followers, [----] engagements


"@AbdrazakAlmas I commented on the earnings call"  
[X Link](https://x.com/FrameworkWisely/status/2021032503692451896)  2026-02-10T01:24Z [----] followers, [--] engagements


"$RBRK for the rescue. Asked Claude Cowork organize my wifes desktop it stated doing it asked for a permission to delete temp office files I granted it and then it goes ooops. Turns out it tried renaming and accidentally deleted a folder with all of the photos my wife made on her camera for the Asked Claude Cowork organize my wifes desktop it stated doing it asked for a permission to delete temp office files I granted it and then it goes ooops. Turns out it tried renaming and accidentally deleted a folder with all of the photos my wife made on her camera for the"  
[X Link](https://x.com/FrameworkWisely/status/2021099217700220960)  2026-02-10T05:49Z [----] followers, [---] engagements


"$OSCR I saw the $OSCR numbers come through this morning but the [----] guidance was so far above consensus that I needed to double check on their IR page. It appears to be correct which means $OSCR initial CY2026 revenue guidance is 50% above the current street estimates. Press https://t.co/rWkYq1vtzf I saw the $OSCR numbers come through this morning but the [----] guidance was so far above consensus that I needed to double check on their IR page. It appears to be correct which means $OSCR initial CY2026 revenue guidance is 50% above the current street estimates. Press https://t.co/rWkYq1vtzf"  
[X Link](https://x.com/FrameworkWisely/status/2021269039901777960)  2026-02-10T17:04Z [----] followers, [---] engagements


"$IREN acknowledging the critical role of software only reinforces my conviction in $NBIS which remains my largest holding. $IREN is still well positioned to get deals from hyperscalers but definiltely missing out on enterprise deals that require a minimum set of software tools for cluster management"  
[X Link](https://x.com/FrameworkWisely/status/2021296454015545749)  2026-02-10T18:53Z [----] followers, [----] engagements


"@crux_capital_ @RichardPrati any thoughts on this The real hell will begin for $ALMU when they actually start mass production. The current situation is a rehash of the semiconductor startups that crashed in the past but too many people are stupid enough to not know that. Well the financial reports will soon tell us what I mean The real hell will begin for $ALMU when they actually start mass production. The current situation is a rehash of the semiconductor startups that crashed in the past but too many people are stupid enough to not know that. Well the financial reports will soon tell us"  
[X Link](https://x.com/FrameworkWisely/status/2021374064653217946)  2026-02-11T00:01Z [----] followers, [---] engagements


"This part he mentioned feels a legitimate concern "you're underestimating the semiconductor industry. Even with the most optimistic forecasts it will still take a long time for $ALMU to test its LiDAR chips because the requirements for LiDAR chips are very high. And other products are "much more" difficult to produce." https://twitter.com/i/web/status/2021430052668227639 https://twitter.com/i/web/status/2021430052668227639"  
[X Link](https://x.com/FrameworkWisely/status/2021430052668227639)  2026-02-11T03:44Z [----] followers, [---] engagements


"$FIG $MNDY $TEAM $DUOL $NOW Bloodbath"  
[X Link](https://x.com/FrameworkWisely/status/2021620878359081090)  2026-02-11T16:22Z [----] followers, [----] engagements


"$OSCR In [--] years Oscar went from non-existent to neck-and-neck being the largest ACA health insurer in the country growing revenues at 61% to $18.7-19B into [----] and increasing market share in our footprint to 30%. Incumbent insurers are mostly useless. But better In [--] years Oscar went from non-existent to neck-and-neck being the largest ACA health insurer in the country growing revenues at 61% to $18.7-19B into [----] and increasing market share in our footprint to 30%. Incumbent insurers are mostly useless. But better"  
[X Link](https://x.com/FrameworkWisely/status/2021621189605761492)  2026-02-11T16:23Z [----] followers, [---] engagements


"Are we doomed as software engineers and robotics AI researchers "I tasked [--] agents with writing a Rust-based C compiler from scratch capable of compiling the Linux kernel. Over nearly [----] Claude Code sessions and $20000 in API costs the agent team produced a 100000-line compiler that can build Linux [---] on x86 ARM and RISC-V." https://www.anthropic.com/engineering/building-c-compiler https://www.anthropic.com/engineering/building-c-compiler"  
[X Link](https://x.com/FrameworkWisely/status/2021644580115059077)  2026-02-11T17:56Z [----] followers, [---] engagements


"Whats your highest-conviction stock heading into 2026and why Give me your 10-second pitch. Ill go first: $SE $SE: wide moat 38% growth margins improving and the clear category leader in Southeast Asia"  
[X Link](https://x.com/FrameworkWisely/status/2002268827321794829)  2025-12-20T06:44Z [----] followers, 72.3K engagements


"It's becoming increasingly clear to me that $NBIS having its own software stack for AI data centers is a big advantage not a disadvantage especially the minimal cluster management software layer. $IREN will do well with hyperscalers but that reliance also makes it vulnerable from the hyperscalers' perspective. Without proprietary software $IREN can't acquire customers independently it depends on hyperscalers to bring in business which limits its pricing power. $NBIS on the other hand can land large enterprise customers or small startups on its own. Additionally because of the software"  
[X Link](https://x.com/FrameworkWisely/status/2022060599874924571)  2026-02-12T21:29Z [----] followers, 11.4K engagements


"@_Sgr_A_Star @samsolid57 @BagelC47 @jiahanjimliu @mvcinvesting @amitisinvesting Don't worry. I'm also an investor in $IREN just not as big a position as $NBIS"  
[X Link](https://x.com/FrameworkWisely/status/2022367695296242084)  2026-02-13T17:50Z [----] followers, [---] engagements


"For comparison EOY [----] ARR guidance for $NBIS: $7B 9B active Power: 800MW 1000MW 👉 Unit economics using midpoint: $8B/900MW = $8.88 per megawatts Note that $NBIS is operating with a lot of older GPUs compared to $IREN still $1.49M/MW higher than $IREN"  
[X Link](https://x.com/FrameworkWisely/status/2022375344054112600)  2026-02-13T18:20Z [----] followers, [----] engagements


"@Lazarus_Capital @ilzmcfly Because that is just one part of the total revenue You should look at the total revenue mix bro"  
[X Link](https://x.com/FrameworkWisely/status/2022420442779381887)  2026-02-13T21:19Z [----] followers, [--] engagements


"$RDDT $RDDT Director Sarah Farrell buys $7.48 million of shares This is the largest insider purchase of Reddit since its IPO in March [----]. It's worth noting that Farrell indirectly purchased the shares through Waygrove Partnership which she co-founded and serves as a Managing https://t.co/vq09L87nfF $RDDT Director Sarah Farrell buys $7.48 million of shares This is the largest insider purchase of Reddit since its IPO in March [----]. It's worth noting that Farrell indirectly purchased the shares through Waygrove Partnership which she co-founded and serves as a Managing https://t.co/vq09L87nfF"  
[X Link](https://x.com/FrameworkWisely/status/2022427542033174929)  2026-02-13T21:47Z [----] followers, [---] engagements


"$NBIS ClickHouse gears up for IPO this is great news for $NBIS. ClickHouse just turned up the volume on its growth story. The real-time analytics company has extended its Series C round bringing in new backers like Citi Ventures Insight Partners and Peak XV Partners. More than just extra capital the move signals the companys preparation for a public debut while it aggressively expands into three converging markets worth billions: [--] Real-time analytics [--] Observability and [--] AI agent infrastructure Just ClickHouse alone is probably worth more than half of $NBISs current market cap. BTW"  
[X Link](https://x.com/anyuser/status/1976108855630192871)  2025-10-09T02:14Z [----] followers, 38.4K engagements


"@_Sgr_A_Star @samsolid57 @BagelC47 @jiahanjimliu @mvcinvesting @amitisinvesting $IREN claims [---] billion in ARR right now but keep in mind that's largely on paper they're still building out GPUs are on the way installing. When $NBIS says it has [---] MW of active power that capacity is actually up and running"  
[X Link](https://x.com/FrameworkWisely/status/2022356714616770930)  2026-02-13T17:06Z [----] followers, [----] engagements


"No Im not just throwing around buzzwords. Theres a hidden inconsistency or unfairness in your math. When you calculate $/MW for $NBIS youre using end-2025 numbers. But for $IREN youre using managements EOY [----] guidance. Thats not an apples-to-apples comparison. To be fair you should also use $NBISs EOY [----] guidance. A few key points: The pricing environment in [----] is clearly better than in [----] something $IRENs CEO has explicitly stated in the earnings call last week. Now looking at $NBISs EOY [----] guidance: Power: [-------] MW ARR: $79B Using the midpoint: $8B / [---] MW = $8.88M per MW For"  
[X Link](https://x.com/FrameworkWisely/status/2022364948030963945)  2026-02-13T17:39Z [----] followers, 10.2K engagements


"Whats the most attractive stock to buy in the market right now My answers are admittedly a bit boring since theyre mostly names Ive owned before or am currently invested in: $AMZN $SE $RDDT $CRDO $NBIS $IREN $APP $RBRK $HOOD $COIN $SOFI $OSCR $TEM $TMDX $CLPT $HIMS $TEAM. If I had to choose just one from this list it would be $NBIS. https://twitter.com/i/web/status/2022436129757433944 https://twitter.com/i/web/status/2022436129757433944"  
[X Link](https://x.com/FrameworkWisely/status/2022436129757433944)  2026-02-13T22:22Z [----] followers, [----] engagements


"Some investors mistakenly believe that $NBIS only has hyperscaler customers. However consider $NBIS's $7B-9B guidance for EOY [----]. In the Q4 [----] earnings call the CRO Marc Boroditsky stated: "Our [----] ARR target is not dependent on any new mega deals." The majority of $NBIS's customers are actually AI-native startups and large enterprises. https://twitter.com/i/web/status/2022523386002301200 https://twitter.com/i/web/status/2022523386002301200"  
[X Link](https://x.com/FrameworkWisely/status/2022523386002301200)  2026-02-14T04:08Z [----] followers, [---] engagements


"@michaelsikand If $RDDT is a SaaS company then $META is a SaaS company. 🤪🤪🤪"  
[X Link](https://x.com/FrameworkWisely/status/2022538550399447205)  2026-02-14T05:09Z [----] followers, [---] engagements


"My biggest concern with $NBIS was share dilution to raise capital. Now that worry is gone. [--]. The [----] CapEx ($16B20B) can be secured with almost minimal dilution. [--]. $NBIS will generate significant OCF by the end of [----] meaning it can probably be self-funded in [----] and [----]. $NBIS Q4 [----] earnings call On how to finance $16 billion to $20 billion of CapEx guidance in [----] COO Ophir Nave: [--] Operating cash flow from $NBIS core business: "So obviously we will first finance it from our cash flows. We have our cash on hand. We have cash that is $NBIS Q4 [----] earnings call On how to finance $16"  
[X Link](https://x.com/FrameworkWisely/status/2022540704136712606)  2026-02-14T05:17Z [----] followers, 10K engagements


"@AbdrazakAlmas clickhouse has its obserbility services too"  
[X Link](https://x.com/FrameworkWisely/status/2022749759165890619)  2026-02-14T19:08Z [----] followers, [--] engagements


"Two of my favorite advertising-driven businesses $RDDT and $APP have been selling off since the beginning of this year. If I could only choose one it would be $RDDT due to its strong network effect moat. In this AI era companies like Gemini OpenAI and Anthropic are paying Reddit for access to the authentic human conversations and user-generated content on $RDDT. https://twitter.com/i/web/status/2022781622005711217 https://twitter.com/i/web/status/2022781622005711217"  
[X Link](https://x.com/FrameworkWisely/status/2022781622005711217)  2026-02-14T21:14Z [----] followers, [----] engagements


""Other founders recommended me working with you" that's the best kind of marketing for $NBIS: word of mouth. I cant believe where Nebius is today. The team is doing things I can hardly put into words. So grateful to our customers who trust us and our partners who build with us. Every time when the new customer says other founders recommended me working with you because you are I cant believe where Nebius is today. The team is doing things I can hardly put into words. So grateful to our customers who trust us and our partners who build with us. Every time when the new customer says other"  
[X Link](https://x.com/FrameworkWisely/status/2022839376351244694)  2026-02-15T01:04Z [----] followers, [---] engagements


"@AlphaCapital82 I think $RDDT is cheaper growing at 69% in Q4 [----]. $APP is cheap growing at 66% in Q4 [----] not as cheap as $RDDT"  
[X Link](https://x.com/FrameworkWisely/status/2022851505687073139)  2026-02-15T01:52Z [----] followers, [---] engagements


"$APP net margin in [----] is 63%"  
[X Link](https://x.com/FrameworkWisely/status/2022853116144541837)  2026-02-15T01:59Z [----] followers, [---] engagements


"6 Market position: - $BE has a leading position as an on-site power provider for data centers because it's moduar personalizable for on-site power deployment. - How $BE became a Leader in 2025: 👉 Speed to power: Bloom can deploy [-----] MW of power in roughly [--] to [---] days. In contrast local utilities often quote [--] to [--] years for similar capacity upgrades. 👉Power quality/stability issue because of unprecedented load fluctuations of AI workloads the unique challenge for AI data centers: AI workloads particularly those running deep learning models can experience power swings of hundreds of"  
[X Link](https://x.com/FrameworkWisely/status/2011998729575022659)  2026-01-16T03:07Z [----] followers, [----] engagements


"$CRDO Credo Technology Group Holding Ltd [--] Mission statement: To redefine high-speed connectivity by delivering breakthrough solutions that enable the next generation of AI-driven applications. [--] Management team: CTO and COO are co-founders CEO William J. Brennan has been with $CRDO since [----]. $CRDO has been growing 100% + since last year and revenue growth has been accelerating (270%+ YoY) in the last two quarters TTM revenue is 796M $CRDO's connectivity solutions are optimized for optical and electrical Ethernet and PCIE applications including the 100G (or Gigabits per second) 200G 400G"  
[X Link](https://x.com/FrameworkWisely/status/2013084647077396514)  2026-01-19T03:02Z [----] followers, [----] engagements


"I have been thinking about companies like $ABNB and $CPNG which have [--] massive network effects and economics-of-scale moats with [--] revenue continuing to grow and [--] margins continuing to expand. [--] Both are super cheap in terms of valuation yet their stock prices have not moved at all in the past [--] years. Why https://twitter.com/i/web/status/2015523346675351784 https://twitter.com/i/web/status/2015523346675351784"  
[X Link](https://x.com/FrameworkWisely/status/2015523346675351784)  2026-01-25T20:33Z [----] followers, [----] engagements


"$POET "While it's too early to tell I believe POET's patented platform (POET Optical Interposer) that combines electronic and photonic (light-based) components onto a single chip is very promising because it can replace hot copper wires with light paths that are smaller cheaper and much more energy-efficient. That's a high-demand feature these days for large semiconductor companies. What adds to POET's prospective growth is the fact that they run a fab-lite business model meaning that they're outsourcing the actual high-volume manufacturing to specialized partners in places like Malaysia so"  
[X Link](https://x.com/FrameworkWisely/status/2015612598620651707)  2026-01-26T02:27Z [----] followers, [---] engagements


"$POET "Marvell Technology Inc.'s $MRVL recently acquired Celestial AI for $5.5 billion. Marvell specifically wanted Celestial's Photonic Fabric which was initially built upon $POET's Optical Interposer and uses $POET's Starlight as its light source. By buying Celestial for 5-6x FY2029 sales multiple (my calculation based on MRVL's projections) Marvell gave some sort of product quality verification for POET's offerings in my opinion letting other semiconductor players know that POET's products actually work well. Also if Celestial AI reaches an ARR of $1 billion by [----] POET could make $100"  
[X Link](https://x.com/FrameworkWisely/status/2015617874342080730)  2026-01-26T02:48Z [----] followers, [---] engagements


"I saw some people on X commented something like $IREN landing that extra 1.6GW site in Oklahoma means securing grid power is easy nowheres the reality: it took years for $IREN to get it. Here is what CMO Kent Draper said during the earnings call yesterday. "As with Sweetwater the megawatts for this new site in Oklahoma have been secured which enables commercial discussions to progress meaningfully anchored on firm deliverable capacity. It's also worth noting that this site is a result of work that has been underway for years. It reflects the depth of our internal development capability and"  
[X Link](https://x.com/FrameworkWisely/status/2019980821570990244)  2026-02-07T03:45Z [----] followers, [----] engagements


"$RDDT is cheap right now. @Nietschecapital I cant say where it sits in the fund but Im definitely a buyer on pullbacks. $META has been monetizing for 20+ years. $RDDT has been monetizing for [--] years but only got serious a few years ago. $RDDT has huge upside over next 3-5 years as a top [--] website in the US behind https://t.co/CZql3nav4s @Nietschecapital I cant say where it sits in the fund but Im definitely a buyer on pullbacks. $META has been monetizing for 20+ years. $RDDT has been monetizing for [--] years but only got serious a few years ago. $RDDT has huge upside over next 3-5 years as a"  
[X Link](https://x.com/FrameworkWisely/status/2020362891979866506)  2026-02-08T05:03Z [----] followers, 20.4K engagements


"@jiahanjimliu @danroberts0101 @IREN_Ltd Are you aware of this technology If not its worth looking ateither innovate in this direction or adopt something similar to accelerate time-to-data-center. @BagelC47 Yes weve just invented a small thing we call it hexageneration. Nothing dramatic: it simply allows you to take the most polluting technologies and turn them into harmless systems that generate a whole lot of good for the communities around them. Oh and as a side effect we @BagelC47 Yes weve just invented a small thing we call it hexageneration. Nothing dramatic: it simply allows you to take"  
[X Link](https://x.com/FrameworkWisely/status/2020743147312078890)  2026-02-09T06:14Z [----] followers, [---] engagements


"YTD performance: -4.23% 🥲🥲🥲"  
[X Link](https://x.com/FrameworkWisely/status/2021985723042476242)  2026-02-12T16:32Z [----] followers, [---] engagements


"I'm not entirely sure how easy it is to build a minimal reliable software stack that manages a large cluster of servers and GPUs. As far as I know the hard part isn't writing the software itself the hard part is making it reliable and ensuring it doesn't break very often. We'll see"  
[X Link](https://x.com/FrameworkWisely/status/2022066349686804487)  2026-02-12T21:52Z [----] followers, [---] engagements


"$AMAT $ANET and $BROS all jumped in after-hours after reporting earnings. It looks like AI has disrupted the valuation premium for software companies while businesses that produce critical hardware and rely on physical assets to operate may enjoy the premium going forward"  
[X Link](https://x.com/FrameworkWisely/status/2022095645180670235)  2026-02-12T23:49Z [----] followers, [---] engagements


"@ftr_investors $GOOGL"  
[X Link](https://x.com/FrameworkWisely/status/2022523889318830569)  2026-02-14T04:10Z [----] followers, [---] engagements


"$NBIS Q4 [----] earnings call: On data center delays Q: "There are headlines of data center equipment shortages in the market. How is Nebius handling the situation ensuring access to these products And do you expect it to have any impact on your deployment" A: "On the data center delays Well generally building the data centers is a quite complex task and no one can get away from all of the risks but I think we are in a quite good shape of managing this risk. As you saw today we are well ahead of our contracted power and we are developing [--] contracted sites we announced today. And the main idea"  
[X Link](https://x.com/FrameworkWisely/status/2022528354990088224)  2026-02-14T04:28Z [----] followers, [---] engagements


"$NBIS Q4 [----] earnings call: On evaluating when you want to buy versus lease (the announced [--] new sites for data centers that are going to be a mix of owned and colocations) "So generally we are focused on bringing most of our largest projects as self-developed projects. There are [--] main reasons. First we get much better ownership with this. We have much more control over the execution of the project because we have expertise and experience of building our own sites. We also can achieve greater efficiency at scale because generally we tailor the design specifically for what we need and for"  
[X Link](https://x.com/FrameworkWisely/status/2022529756994937217)  2026-02-14T04:34Z [----] followers, [---] engagements


"$NBIS Q4 [----] earnings call: What proportion of your customers utilize your software and services in addition to your compute capacity $NBIS CR0 Marc Boroditsky: "As I think you know our AI cloud is purpose-built for AI and is battle tested with our AI customer base. At this stage 100% of our AI cloud customers are utilizing our AI cloud software obviously. So we have a 100% attach rate." https://twitter.com/i/web/status/2022531298787574042 https://twitter.com/i/web/status/2022531298787574042"  
[X Link](https://x.com/FrameworkWisely/status/2022531298787574042)  2026-02-14T04:40Z [----] followers, [---] engagements


"@mvcinvesting The most bullish part CRO Marc Boroditsky stated: "Our [----] ARR target is not dependent on any new mega deals."""  
[X Link](https://x.com/FrameworkWisely/status/2022538017840197886)  2026-02-14T05:06Z [----] followers, [---] engagements


"@5xCap $NBIS $RDDT $SE $HOOD $TEM Diversification in [--] different industries + attractive valuation"  
[X Link](https://x.com/FrameworkWisely/status/2022542002790056123)  2026-02-14T05:22Z [----] followers, [---] engagements


"$RDDT has a 35% net margin but I think there is huge room for improvement. $APP's net margin is close to fully optimized"  
[X Link](https://x.com/FrameworkWisely/status/2022857197013635511)  2026-02-15T02:15Z [----] followers, [---] engagements


"I believe [--] categories of software companies have significant protection against AI disruption: [--] Safety-critical systems requiring deterministic behavior where probabilistic AI approaches introduce unacceptable risksuch as flight control software in commercial aviation $HON [--] Companies operating under strict regulatory frameworks including financial infrastructure providers like Visa $V and digital banks like $SoFi where compliance barriers create high entry costs. [--] High-stakes enterprise software demanding deep domain expertise exemplified by cybersecurity platforms like CrowdStrike. 4"  
[X Link](https://x.com/FrameworkWisely/status/2020417647490335053)  2026-02-08T08:41Z [----] followers, [---] engagements


"EOY [----] AI compute service economics: $NBIS: $8.88M/MW $IREN: $7.39M/MW And $NBIS is operating with a lot of older GPUs compared to $IREN. @_Sgr_A_Star @samsolid57 @BagelC47 @jiahanjimliu @mvcinvesting @amitisinvesting No Im not just throwing around buzzwords. Theres a hidden inconsistency or unfairness in your math. When you calculate $/MW for $NBIS youre using end-2025 numbers. But for $IREN youre using managements EOY [----] guidance. Thats not an apples-to-apples comparison. To be https://t.co/Bqb2U1S9Ef @_Sgr_A_Star @samsolid57 @BagelC47 @jiahanjimliu @mvcinvesting @amitisinvesting No Im"  
[X Link](https://x.com/FrameworkWisely/status/2022365539696546121)  2026-02-13T17:41Z [----] followers, [----] engagements


"💯 Spot on Organizations are now facing a new cyber landscape with AI potentially enabling threat actors to inflict 10x more damage in 1/10 of the time. The AI transformation promises 100x more opportunities also presents 100x more risk. AI agents are effectively superhuman but organizations don't yet have the guardrails to monitor and contain what they do. $RBRK for the rescue. https://twitter.com/i/web/status/2022357316058951777 https://twitter.com/i/web/status/2022357316058951777"  
[X Link](https://x.com/FrameworkWisely/status/2022357316058951777)  2026-02-13T17:08Z [----] followers, [---] engagements


"EOY [----] ARR guidance for $IREN: $3.4B active Power: 460MW 👉 Unit economics: $3.4B/460MW = $7.39M per megawatts"  
[X Link](https://x.com/FrameworkWisely/status/2022374479754854532)  2026-02-13T18:17Z [----] followers, [---] engagements


"@ilzmcfly said since $NBIS guided 👉 7B - 9B ARR 👉 800MW - 1000MW connected power in Q3 [----] earnings call by EOY [----] therefore I can't use these numbers. Then I showed him that during $NBIS's Q4 [----] earnings call yesterday $NBIS re-iterated the same thing 👉 7B - 9B ARR 👉 800MW - 1000MW connected power by EOY [----] then @ilzmcfly said it "proves nothing". What a clown🤡 For comparison EOY [----] ARR guidance for $NBIS: $7B 9B active Power: 800MW 1000MW 👉 Unit economics using midpoint: $8B/900MW = $8.88 per megawatts Note that $NBIS is operating with a lot of older GPUs compared to $IREN"  
[X Link](https://x.com/FrameworkWisely/status/2022412001935507458)  2026-02-13T20:46Z [----] followers, [---] engagements


"@EndicottInvests The most bullish part CRO Marc Boroditsky stated: "Our [----] ARR target is not dependent on any new mega deals.""  
[X Link](https://x.com/FrameworkWisely/status/2022538174707163589)  2026-02-14T05:07Z [----] followers, [--] engagements


"$RDDT has a 35% net margin but I think there is huge room for improvement. $APP's net margin is close to fully optimized"  
[X Link](https://x.com/FrameworkWisely/status/2022896356663472633)  2026-02-15T04:50Z [----] followers, [---] engagements


"$RBRK Rubrik SKO Breakthrough technologies such as AI aren't linear; they are super-linear phenomena. You dont take advantage of them by following the crowd. You have to take a bet before they become mainstream. Here is the framework for business success I shared with our team at https://t.co/3f3TLZFOtv Rubrik SKO Breakthrough technologies such as AI aren't linear; they are super-linear phenomena. You dont take advantage of them by following the crowd. You have to take a bet before they become mainstream. Here is the framework for business success I shared with our team at"  
[X Link](https://x.com/FrameworkWisely/status/2022340748944052399)  2026-02-13T16:03Z [----] followers, [---] engagements


"Weird. I think $RBRK is one of the rare SaaS companies that actually benefits from AI agents rather than being disrupted by them. It offers the first enterprise platform purpose-built to monitor govern and remediate AI agents. And as AI makes data increasingly critical $RBRK is well positioned to address the growing need for data security. https://twitter.com/i/web/status/2022351654134386867 https://twitter.com/i/web/status/2022351654134386867"  
[X Link](https://x.com/FrameworkWisely/status/2022351654134386867)  2026-02-13T16:46Z [----] followers, [---] engagements


"$RBRK should be on the J. P. Morgan [--] "AI-Resilient" software stack. I think $RBRK is one of the rare SaaS companies that actually benefits from AI agents rather than being disrupted by them. Organizations are now facing a new cyber landscape with AI potentially enabling threat actors to inflict 10x more damage in 1/10 of the time. The AI transformation promises 100x more opportunities also presents 100x more risk. AI agents are effectively superhuman but organizations don't yet have the guardrails to monitor and contain what they do. $RBRK offers the first enterprise platform purpose-built"  
[X Link](https://x.com/FrameworkWisely/status/2022358308385116264)  2026-02-13T17:12Z [----] followers, [----] engagements


"@ilzmcfly @_Sgr_A_Star @samsolid57 @BagelC47 @jiahanjimliu @mvcinvesting @amitisinvesting OMG. Wake up bro"  
[X Link](https://x.com/FrameworkWisely/status/2022399702264938693)  2026-02-13T19:57Z [----] followers, [---] engagements


"@ilzmcfly During $NBIS Q4 earnings call they re-iterate the same thing: "We are well on track of achieving our goals that we mentioned about [----] of this [---] megawatts to [--] gigawatt goal around year-end.""  
[X Link](https://x.com/FrameworkWisely/status/2022404461633925281)  2026-02-13T20:16Z [----] followers, [---] engagements


"@ilzmcfly @_Sgr_A_Star @samsolid57 @BagelC47 @jiahanjimliu @mvcinvesting @amitisinvesting During $NBIS Q4 earnings call they re-iterate the same thing: "We are well on track of achieving our goals that we mentioned about [----] of this [---] megawatts to [--] gigawatt goal around year-end.""  
[X Link](https://x.com/FrameworkWisely/status/2022405235566874773)  2026-02-13T20:19Z [----] followers, [---] engagements


"Do you even realize that when you say "We actually truly dont know unless they list each sites by sizes in their respective category." it also means that your math is meaningless If you are not clear about the power mix then why do you even do the following "What Gen Z Fails to mention about $NBIS guide is that ARR Guidance of of $7-9B ARR includes the $1.25B/170MW Active. Therefore New [----] ARR is $5.75-7.75B with guided NEW connected capacity of 800MW to 1GW expected to turn into Active for the ARR. That means that on the low side $5.75B/800MW Active power equals to $7.19B price per MW"  
[X Link](https://x.com/FrameworkWisely/status/2022407345486303580)  2026-02-13T20:27Z [----] followers, [---] engagements


"$NBIS Q4 [----] earnings call highlights: 👉 "the average contract duration of new cloud customers grew by 50% and the prices of GPUs didn't fall even on previous generations of GPUs as the industry may have expected. " 👉 "Customers are demanding more compute and increasingly sophisticated solutions to run their AI workloads." 👩🎓 my comments: software is important. 👉 "AI start-ups are quickly evolving to real enterprise scale customers with revenues from their products resonating with real customers." 👩🎓 my comments: Some of the small startups that $NBIS are serving could be the big tech"  
[X Link](https://x.com/FrameworkWisely/status/2022439122972086330)  2026-02-13T22:33Z [----] followers, [----] engagements


"$NBIS Q4 [----] earnings call On how to finance $16 billion to $20 billion of CapEx guidance in [----] COO Ophir Nave: [--] Operating cash flow from $NBIS core business: "So obviously we will first finance it from our cash flows. We have our cash on hand. We have cash that is generated from our core business." [--] Cash from $NBIS's long-term contracts like the one with $MSFT "But most importantly I would say we have significant amount of cash that we received and will continue to receive in [----] from the favorable terms of our long-term contracts. We are talking about a significant amount of cash." 3"  
[X Link](https://x.com/FrameworkWisely/status/2022486838380748884)  2026-02-14T01:43Z [----] followers, 10.4K engagements


"People are starting to realize that ClickHouse is taking market share from $SNOW and Databricks. And from $DDOG too"  
[X Link](https://x.com/FrameworkWisely/status/2022725834189185142)  2026-02-14T17:33Z [----] followers, [----] engagements


"Please support this initiative. A 36% tax on unrealized gains would severely damage investing. It would make capital formation much harder restrict entrepreneurs from raising funds and ultimately reduce job opportunities for you your family and future generations. If this policy passes in the Netherlands it could influence policymakers in Canada and the U.S. These ideas tend to spread. We should push back before this political virus spread. This is a dangerous policy trend that could have long-term consequences. Yesterday I sent an open letter to all [--] Dutch senators about the proposed 36%"  
[X Link](https://x.com/FrameworkWisely/status/2023181836554207338)  2026-02-15T23:45Z [----] followers, [---] engagements


"Almost [----] shares in $OSCR 🥳🥳"  
[X Link](https://x.com/anyuser/status/1940511618292707580)  2025-07-02T20:43Z [----] followers, 12.5K engagements


"$HIMS - [----] annual revenue: $82.6M - [----] annual revenue: $1476.5M 😍17.9x growth over [--] years. $OSCR - [----] annual revenue: $475.6M - [----] annual revenue: $9177.6M 🤯19.3x growth over [--] years"  
[X Link](https://x.com/anyuser/status/1940573054331150725)  2025-07-03T00:47Z [----] followers, 17.5K engagements


"@HyperTechInvest One is investing the other is speculating"  
[X Link](https://x.com/anyuser/status/1941512934833914226)  2025-07-05T15:02Z [----] followers, [----] engagements


"$OSCR I'm not worried for the following reasons: [--] For those losing Medicaid due to the Big Beautiful Bill the Affordable Care Act (ACA) marketplace where $OSCR excels is the best place to find insurance plans with government subsidies (premium tax credits and cost-sharing reductions). In [----] Medicaid served over [--] million people per the Centers for Medicare & Medicaid Services (CMS). Recent data shows [----] million. To understand how significant this is to $OSCR $OSCR has about [--] million members. @BTDenominator @Tech_Investor20 @TheRonnieVShow @TheLongInvest"  
[X Link](https://x.com/anyuser/status/1942053608024932748)  2025-07-07T02:50Z [----] followers, 23.2K engagements


"I bought more $OSCR shares My conviction is super high"  
[X Link](https://x.com/anyuser/status/1943391064041079033)  2025-07-10T19:25Z [----] followers, [----] engagements


"Great companies to buy next week for me [--]. $TMDX [--]. $IREN [--]. $LFMD [--]. $ROOT [--]. $OSCR What are your top picks next week"  
[X Link](https://x.com/anyuser/status/1944250643411349866)  2025-07-13T04:20Z [----] followers, 12.9K engagements


"The health insurance industry often reveals a troubling contradiction: companies invest heavily in acquiring new customers only to avoid them once theyre enrolled. Back in [----] Mario Schlosser and Josh Kushner identified this core issue and launched Oscar Health $OSCR with a clear missionto build the kind of health insurance company theyd personally want to use. Common Pain Points consumers face with traditional health insurers: ❌ Frequent claim denials 🕒 Delays in reimbursement 🧭 Minimal guidance or support navigating coverage and healthcare providers 💸 Uncertainty around medical service"  
[X Link](https://x.com/anyuser/status/1944262394626052325)  2025-07-13T05:07Z [----] followers, 13.9K engagements


"I bought many $OSCR shares during this selloff😆 It now surpasses $HIMS. Now my top [--] positions are $NBIS $OSCR and $HIMS"  
[X Link](https://x.com/anyuser/status/1944963952661946403)  2025-07-15T03:35Z [----] followers, 15.3K engagements


"I'm disappointed that $NBIS still hasn't announced any big enterprise customers. Just sold all my $NBIS shares in the AH to be back on $APP. 76% operating margin is amazing 👏 🤩 😍"  
[X Link](https://x.com/anyuser/status/1953396252323860798)  2025-08-07T10:02Z [----] followers, [----] engagements


"With 76% operating margin and 77% YoY growth $APP is super cheap right now. BONKERS"  
[X Link](https://x.com/anyuser/status/1953401555530485777)  2025-08-07T10:23Z [----] followers, 17.2K engagements


"I set a goal to become a millionaire by [----] last year and I'm only 10% away in August [----]. It's a huge milestone especially just five years into my career as a software engineer in robotics [---] years into the investing world. I'm sharing this to show you what's possible with investing and compounding even with the challenges of low salaries high taxes and high cost of living here in Canada. Don't let your circumstances stop you"  
[X Link](https://x.com/anyuser/status/1955693192638275725)  2025-08-13T18:09Z [----] followers, [----] engagements


"$NBIS's operating expenses are nearly flat. We may achieve positive operating income next quarter or in Q4 2025"  
[X Link](https://x.com/anyuser/status/1956048214789861536)  2025-08-14T17:40Z [----] followers, [----] engagements


"I sold $IREN because I'm bearish on $BTC. Locked my gain. $NBIS is my AI data center play. Any other AI play with recurring revenue"  
[X Link](https://x.com/anyuser/status/1957560660352725231)  2025-08-18T21:50Z [----] followers, [----] engagements


"$SBET has been dropping ever since I bought it. 👉 $SBET looks extremely undervalued. Here is why: $GAME just announced today that its earning 8% yield on its $ETH holdings. Given that $SBET has some of the strongest access to on-chain financing opportunities (for example Linea) Id expect similar yield. To stay conservative lets assume just 5% yield. Currently $SBET holds 837K ETH. 5% yield 837K * 5% = 41.85K ETH which at $4300/ETH equals $180M. Thats essentially free money a high-margin business. According to $SBET only has [--] employees. Yahoo Finance reports the co-CEO earns a salary of"  
[X Link](https://x.com/anyuser/status/1964158621685862428)  2025-09-06T02:48Z [----] followers, 16K engagements


"This is NOT good news for $IREN but great news for $NBIS. Nvidia $NVDA CEO Jensen Huang: Compared to the previous Hopper generation GB300 NVL72 AI factories promise a 10x improvement in token per watt energy efficiency which translates to revenues as data centers are power limited. Nvidia $NVDA CEO Jensen Huang: Compared to the previous Hopper generation GB300 NVL72 AI factories promise a 10x improvement in token per watt energy efficiency which translates to revenues as data centers are power limited"  
[X Link](https://x.com/anyuser/status/1964542491765723563)  2025-09-07T04:13Z [----] followers, 10.9K engagements


"$NBIS's clickhouse "AI datasets are very very large. Soon everyone will have large datasets to query for various reasons. Clickhouse does that faster than anybody else. This makes Clickhouse an existential threat to the combined market caps of Snowflake and Datadog ($125bn).""  
[X Link](https://x.com/anyuser/status/1965093034200330261)  2025-09-08T16:41Z [----] followers, [----] engagements


"This shows that you can never time the market. I believe both $NBIS and $IREN will explode. I distributed half my $NBIS funds into $IREN. They are now equal. I distributed half my $NBIS funds into $IREN. They are now equal"  
[X Link](https://x.com/anyuser/status/1965164135764881761)  2025-09-08T21:23Z [----] followers, [----] engagements


"NBIS is the 👑 of the AI era and heres why: [--] High-quality training data $NBIS Tokola has you covered. [--] Need to feed massive datasets into your LLM $NBIS Clickhouse delivers. [--] Model deployment monitoring Thats where Clickstack comes in. [--] A full suite of training workflow tools NBIS provides a priority software ecosystem. [--] Affordable energy + efficient GPU infrastructure $NBISs vertically integrated hardware powers it all. $NBIS Clickhouse and Clickstack are eating $SNOW and $DDOG's lunch. $NBIS Clickhouse and Clickstack are eating $SNOW and $DDOG's lunch"  
[X Link](https://x.com/anyuser/status/1965173402240516362)  2025-09-08T22:00Z [----] followers, [----] engagements


"I have to say $NBIS looks fully de-risked at this point. My only lingering concern after earnings was their dwindling cash reserves and the likelihood of major dilution. However the $MSFT partnership makes that risk far less significant. And lets not forget what CEO Arkady emphasizedthis is just the first of many deals to come. 🚀🚀🥳🥳 What a team"  
[X Link](https://x.com/anyuser/status/1965824756134842645)  2025-09-10T17:08Z [----] followers, 16.7K engagements


"$NBIS and $IREN are extremely undervalued. $HIMS $RDDT and $APP are cheap but not so cheap"  
[X Link](https://x.com/anyuser/status/1966673683994247385)  2025-09-13T01:21Z [----] followers, 31.6K engagements


"I will keep buying $NBIS Note that I'm only expecting 9.4B revenue in [----]. That is conservative $NBIS and $IREN are extremely undervalued. $HIMS $RDDT and $APP are cheap but not so cheap https://t.co/r2j6lXo9VS $NBIS and $IREN are extremely undervalued. $HIMS $RDDT and $APP are cheap but not so cheap https://t.co/r2j6lXo9VS"  
[X Link](https://x.com/anyuser/status/1966681738756636707)  2025-09-13T01:54Z [----] followers, [----] engagements


"$NBIS Clickhouse: the leading database for AI Advertising in SF"  
[X Link](https://x.com/anyuser/status/1967306641273209256)  2025-09-14T19:17Z [----] followers, 10.6K engagements


"I think it's reasonable. $NBIS should be traded at $180 right now. $NBIS was given a $459 PT by [----] from Forbes. Thats a CAGR of nearly 40% over the next [--] years https://t.co/H1V1s32u4W $NBIS was given a $459 PT by [----] from Forbes. Thats a CAGR of nearly 40% over the next [--] years https://t.co/H1V1s32u4W"  
[X Link](https://x.com/anyuser/status/1967622021011144749)  2025-09-15T16:10Z [----] followers, [----] engagements


"Buy best-in-class stocks. Hard to go wrong with these👇 👉 $NBIS Best Neocloud with optionality in Clickhouse Avride Tokola & TripleTen 👉 $RBRK Data resilience leader in the AI era built on assume breach logictop-tier cybersecurity play 👉 $MNDY The WorkOS platform best positioned for AI-driven no-code workflows 👉 $RDDT The AI gold mine fueled by massive network effects 👉 $SE SEAs e-commerce titan with fintech gaming & cloud optionality + economies of scale + network effect moat 👉 $HIMS Next-gen preventative & personalized care platform an absolute telemedicine leader 👉 $APP Dominant in"  
[X Link](https://x.com/anyuser/status/1968496870994382935)  2025-09-18T02:06Z [----] followers, 10.6K engagements


"$NBIS Clickhouse is eating $SNOW and $DDOG's lunch One crypto exchange's actual Datadog bill: $65M/year 🤯 https://t.co/fgZ8km63cL The observability industry has built tools that are more expensive than the systems they monitor. It's like paying more for your car's dashboard than the engine. How did this become normal Mike One crypto exchange's actual Datadog bill: $65M/year 🤯 https://t.co/fgZ8km63cL The observability industry has built tools that are more expensive than the systems they monitor. It's like paying more for your car's dashboard than the engine. How did this become normal Mike"  
[X Link](https://x.com/anyuser/status/1968725277200077199)  2025-09-18T17:14Z [----] followers, [----] engagements


"My multibagger wins since I started investing in 2022: $HIMS 6.7x (Average cost $8.6 $57.8) $NBIS 3.5x (Average cost $28.8 $99.1) $APP 8x (Average cost $78 $640) $SE 4x (Average cost $43.3 $192.8) $RDDT 5x (Average cost $53.1 $264.5) What about your multibaggers in the last [--] years"  
[X Link](https://x.com/anyuser/status/1969635954546688061)  2025-09-21T05:33Z [----] followers, 16.9K engagements


"$IREN has the ability to scale faster than $NBIS because of its strong free cash flow ($650M annually) generated from Bitcoin mining. I was initially skeptical of $IRENs engineering capabilities in AI/HPC but its recent earnings call where it first 10xd ARR followed by todays announcement 2x ARR again has removed all my doubts. Extremely bullish on $IREN. @Agrippa_Inv @geokoutalidis @ericjackson @FransBakker9812"  
[X Link](https://x.com/anyuser/status/1970245545970090053)  2025-09-22T21:55Z [----] followers, 41.5K engagements


"$CLPT ClearPoint has 60+ Active BioPharma Programs across 20+ indications including DBS LiTT. Just [--] of these [--] programs succeeding will send $CLPT soaring. Today $QURE is [--] of these BioPharma Programs. $CLPT went up close to 60%. $ALMU is in a similar position as $CLPT. $ALMU is actively engaged with [--] prospective customers including OEMs and tier [--] suppliers indicating strong market interest. We just need [--] out of [--] existing customers to go all-in on $ALMU s chip manufacturing approach $ALMU will go to the moon. CEO Klamkin highlighted external validation: As one senior tech leader from"  
[X Link](https://x.com/anyuser/status/1970951553889488897)  2025-09-24T20:40Z [----] followers, 20K engagements


"Wow this is hyper bullish for $IREN and $CIFR It's not about GPUs anymore; it's all about POWER. A comment from a $GOOGL employee working on datacenters: Getting GPUs and TPUs is not a bottleneck. "Power lack of available power reliable power has become the biggest bottleneck for us." on @AlphaSenseInc https://t.co/dNrI6CdRbh It's not about GPUs anymore; it's all about POWER. A comment from a $GOOGL employee working on datacenters: Getting GPUs and TPUs is not a bottleneck. "Power lack of available power reliable power has become the biggest bottleneck for us." on @AlphaSenseInc"  
[X Link](https://x.com/anyuser/status/1973865676831142174)  2025-10-02T21:40Z [----] followers, [----] engagements


"$NBIS is more than just compute. It's building a full developer platform to power AI products at scale. Check this article "Better data infrastructure is needed for the AI era" from Nebius. https://tracto.ai/blog/better-data-infra https://tracto.ai/blog/better-data-infra"  
[X Link](https://x.com/anyuser/status/1974223675135070325)  2025-10-03T21:22Z [----] followers, [----] engagements


"$CIFR The latest investor presentation Expected NOI: 80% - 85% 🤯🤯🤯🤯🤯"  
[X Link](https://x.com/anyuser/status/1974661884872888421)  2025-10-05T02:24Z [----] followers, 30.7K engagements


"$NBIS Clickhouse is eating $SNOW and $DDOG 's lunch. JUST IN: Great news for $NBIS ClickHouse has extended its Series C financing and expanded its leadership team to fuel growth. The company has surpassed [----] customers and more than quadrupled ARR over the past year. 🔥 Adoption has been especially strong among AI companies https://t.co/DFuHqdmf4G JUST IN: Great news for $NBIS ClickHouse has extended its Series C financing and expanded its leadership team to fuel growth. The company has surpassed [----] customers and more than quadrupled ARR over the past year. 🔥 Adoption has been especially"  
[X Link](https://x.com/anyuser/status/1975564104724369767)  2025-10-07T14:09Z [----] followers, 11.1K engagements


"Jensen Huang: AI Inference isn't gonna 10x isn't gonna 100x isn't gonna [--] million x. It's gonna be [--] billion x. This is why the deals that $IREN $NBIS $CIFR got are NOT bubbles. There is a significant cadence mismatch between the rapid hockey-stick surge of AI inference demand and the lengthy [---] year process of building a data center. Altimeter's Brad Gerstner's offers his AI playbook https://youtu.be/YkiEJbMNoHAsi=W1a-1VAzinGi2DDe https://youtu.be/YkiEJbMNoHAsi=W1a-1VAzinGi2DDe"  
[X Link](https://x.com/anyuser/status/1976382859528093821)  2025-10-09T20:22Z [----] followers, 10.4K engagements


"My updated stock-picking framework - The ACE Framework: [--] Ahead of the pack riding megatrendsbe disruptive be the best [--] A mission-driven visionary CEO who constantly under-promises and over-delivers [--] Attractive valuation with ample margin of safety [--] Consistently sticky and predictable revenue [--] Compelling differentiation with pricing power [--] Clear sustainable and optionable growth drivers (acceleration preferred) [--] Elevated confidence in the upside potential with no blow-up risks"  
[X Link](https://x.com/anyuser/status/1980150475791187984)  2025-10-20T05:53Z [----] followers, [----] engagements


"$SE $RBRK are my top buys over the next few weeks. Cheap and high-quality. What are yours"  
[X Link](https://x.com/anyuser/status/1982286840955613321)  2025-10-26T03:23Z [----] followers, [----] engagements


"$NBIS Clickhouse and Clickstack are eating $SNOW and $DDOG's lunch. @eddiepugmire Check ClickStack - the ClickHouse observability stack " The ClickHouse Observability Stack is our recommended approach for most users. ClickStack is a production-grade observability platform built on ClickHouse and OpenTelemetry (OTel) unifying logs traces metrics and https://t.co/ShUrjOFKmw @eddiepugmire Check ClickStack - the ClickHouse observability stack " The ClickHouse Observability Stack is our recommended approach for most users. ClickStack is a production-grade observability platform built on ClickHouse"  
[X Link](https://x.com/anyuser/status/1965113574285795470)  2025-09-08T18:02Z [----] followers, 11.5K engagements


"I calculated the total CapEx $IREN spent since going public in 2021: 1986M"  
[X Link](https://x.com/FrameworkWisely/status/1939899040008667294)  2025-07-01T04:09Z [----] followers, [----] engagements


"As you lengthen the time horizon TraFi starts to think that DeFi is inevitable. For example $BTCS can get on-chain loan in $USDT via Aave interest rate is 3%. And then use this $USDT loan to buy $ETH and then stake $ETH and can get 3% 5% yield from staking $ETH"  
[X Link](https://x.com/FrameworkWisely/status/1945621704971071985)  2025-07-16T23:08Z [----] followers, [---] engagements


"Given how data centers can spike electricity bills and worsen water quality for people live nearby the next wave of data center buildout is on-site power generationBring-your-own-power (BTM) for tighter costs higher uptime and better community acceptance. Which companies are executing on this So far Ive seen $BN and $BAM. Who else"  
[X Link](https://x.com/FrameworkWisely/status/1980106112750752243)  2025-10-20T02:57Z [----] followers, [----] engagements


"@sloth_cap But for comapanies like $AMZN and $SE you should look at OCF margin"  
[X Link](https://x.com/FrameworkWisely/status/2002474702846230658)  2025-12-20T20:22Z [----] followers, [---] engagements


"4. Phillips [--] ( $PSX ) 👉 Market Capitalization: $52.03B 👉 Offering a diversified portfolio stretching across midstream refining chemicals marketing and renewables $PSX has outperformed sector peers in the past year although momentum has been choppy in the last couple of months. Looking ahead $PSX is targeting a $4.5B EBITDA run rate by [----] for its midstream segment largely through organic expansions and system optimization including new gas processing and pipeline capacity coming online over the next two years. The company's $2.4B capital spending plan for [----] includes $1.2B for growth"  
[X Link](https://x.com/FrameworkWisely/status/2003295783496339573)  2025-12-23T02:45Z [----] followers, [---] engagements


"5. Ally Financial Inc. ( $ALLY ) 👉 Market Capitalization: $14.00B 👉 Bank and auto lender $ALLY has soundly outperformed the financial sector in the past year boosted by an earnings beat improved net interest margin guidance and the unveiling of a $2B stock buyback program. Exceptional forward ROE and EPS growth rates drove an A Growth Grade. $ALLY has [--] upward earnings revisions and one downward revision for FY25 while FY [----] EPS is projected to grow by 43%. https://twitter.com/i/web/status/2003296281259630877 https://twitter.com/i/web/status/2003296281259630877"  
[X Link](https://x.com/FrameworkWisely/status/2003296281259630877)  2025-12-23T02:47Z [----] followers, [---] engagements


"7 Customers: $BE is clearly differentiated. The industry's confidence in $BE was cemented by several "mega-deals" that moved the company from pilot projects to primary power provider. Key Milestone Deals: 👉 The AEP 1-GW Deal (Nov 2024): American Electric Power (AEP) signed the largest commercial fuel cell deal in history (up to [--] GW) specifically to satisfy the power-hungry data centers in its territory that the grid couldn't immediately serve. 👉 The Oracle Partnership (July 2025): Oracle turned to $BE to bypass grid delays for its massive AI expansion (including the "Stargate" project)."  
[X Link](https://x.com/FrameworkWisely/status/2012022016925450650)  2026-01-16T04:40Z [----] followers, [---] engagements

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