[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @FrameworkWisely Framework Investment Several companies, including $ALMU, $TEAM, $NBIS, $IREN, and $CIFR, are experiencing significant growth and interest due to their involvement in AI, data centers, and innovative technologies. $ALMU's chip manufacturing approach and data center interconnects are seeing surging demand, while $TEAM's AI product Rovo and $NBIS's Clickhouse database are receiving positive reviews. The increasing demand for AI and data center capacity is driving growth and investment in related stocks. ### Engagements: XXXXX [#](/creator/twitter::1349804087823527938/interactions)  - X Week XXXXXX -XX% - X Month XXXXXXX +4.30% - X Months XXXXXXXXX +90% - X Year XXXXXXXXX +611% ### Mentions: XX [#](/creator/twitter::1349804087823527938/posts_active)  - X Week XX -XX% - X Month XXX -XX% - X Months XXXXX +30% - X Year XXXXX +219% ### Followers: XXXXX [#](/creator/twitter::1349804087823527938/followers)  - X Week XXXXX +0.25% - X Month XXXXX +7.30% - X Months XXXXX +93% - X Year XXXXX +233% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::1349804087823527938/influencer_rank)  ### Social Influence [#](/creator/twitter::1349804087823527938/influence) --- **Social category influence** [finance](/list/finance) XXXX% [stocks](/list/stocks) XXXX% [technology brands](/list/technology-brands) XXXX% [social networks](/list/social-networks) XXXX% [travel destinations](/list/travel-destinations) XXXX% [vc firms](/list/vc-firms) XXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% **Social topic influence** [$team](/topic/$team) #18, [$se](/topic/$se) #28, [$nbis](/topic/$nbis) #159, [$rbrk](/topic/$rbrk) #17, [$wulf](/topic/$wulf) #168, [$rddt](/topic/$rddt) 0.27%, [$iren](/topic/$iren) #362, [$cifr](/topic/$cifr) #234, [$clpt](/topic/$clpt) 0.27%, [azure](/topic/azure) XXXX% **Top accounts mentioned or mentioned by** [@kabraxfx](/creator/undefined) [@rklbsfan](/creator/undefined) [@bagelc47](/creator/undefined) [@abdrazakalmas](/creator/undefined) [@youtube](/creator/undefined) [@smallmidcaps](/creator/undefined) [@kimsbinvesting](/creator/undefined) [@gabgrowth](/creator/undefined) [@tacticzh](/creator/undefined) [@mvcinvesting](/creator/undefined) [@longoption](/creator/undefined) [@agrippainv](/creator/undefined) [@fransbakker9812](/creator/undefined) [@jonahlupton](/creator/undefined) [@andrewdudum](/creator/undefined) [@samuel947117225](/creator/undefined) [@meeijer](/creator/undefined) [@hypergrowth102](/creator/undefined) [@mikimmykim](/creator/undefined) [@aeyakovenko](/creator/undefined) **Top assets mentioned** [Atlassian Corporation PLC (TEAM)](/topic/$team) [Sea Limited (SE)](/topic/$se) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Rubrik, Inc. (RBRK)](/topic/$rbrk) [TeraWulf Inc. (WULF)](/topic/$wulf) [Reddit, Inc. (RDDT)](/topic/$rddt) [IREN Limited (IREN)](/topic/$iren) [Cipher Mining Inc. Common Stock (CIFR)](/topic/$cifr) [monday.com Ltd. Ordinary Shares (MNDY)](/topic/$mndy) [Bitfarms Ltd. (BITF)](/topic/$bitf) [Riot Platforms, Inc. (RIOT)](/topic/$riot) [Intuitive Surgical, Inc. (ISRG)](/topic/$isrg) [uniQure N.V. (QURE)](/topic/$qure) [ServiceNow Inc (NOW)](/topic/servicenow) [Microsoft Corp. (MSFT)](/topic/microsoft) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Datadog Inc (DDOG)](/topic/$ddog) [Snowflake, Inc. (SNOW)](/topic/$snow) ### Top Social Posts [#](/creator/twitter::1349804087823527938/posts) --- Top posts by engagements in the last XX hours "More examples of how great $TEAM is" [X Link](https://x.com/FrameworkWisely/status/1976050578053611594) [@FrameworkWisely](/creator/x/FrameworkWisely) 2025-10-08T22:22Z 4882 followers, XXX engagements "@GabGrowth @StockMarketNerd $TEAM and $SE are my cash positions" [X Link](https://x.com/FrameworkWisely/status/1976399623578321307) [@FrameworkWisely](/creator/x/FrameworkWisely) 2025-10-09T21:29Z 4882 followers, XXX 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/FrameworkWisely/status/1968496870994382935) [@FrameworkWisely](/creator/x/FrameworkWisely) 2025-09-18T02:06Z 4883 followers, 10.4K engagements "@HoriaManole @Atlassian @mcannonbrookes I never looks at current P/E always looks at forward P/FCF based on my valuation model" [X Link](https://x.com/FrameworkWisely/status/1975594050914005427) [@FrameworkWisely](/creator/x/FrameworkWisely) 2025-10-07T16:08Z 4884 followers, XXX engagements "Hard to be bearish on $RBRK" [X Link](https://x.com/FrameworkWisely/status/1977134753066451268) [@FrameworkWisely](/creator/x/FrameworkWisely) 2025-10-11T22:10Z 4877 followers, 2851 engagements "I said this back in February 2025 about X months ago when hardly anyone on X was talking about $NBIS ClickHouse. @HyperTechInvest @kimsbinvesting @mvcinvesting" [X Link](https://x.com/FrameworkWisely/status/1977858286520095009) [@FrameworkWisely](/creator/x/FrameworkWisely) 2025-10-13T22:05Z 4883 followers, 1837 engagements "Crazy as it sounds $IREN still trades cheaper than $CIFR $BITF $WULF $RIOT and $WYFI. Wild but true" [X Link](https://x.com/FrameworkWisely/status/1977963846401716569) [@FrameworkWisely](/creator/x/FrameworkWisely) 2025-10-14T05:05Z 4875 followers, 1947 engagements "@dantecesarr Buying $SE instead of $NBIS today isn't not for value it's for diversification" [X Link](https://x.com/FrameworkWisely/status/1979276869993165121) [@FrameworkWisely](/creator/x/FrameworkWisely) 2025-10-17T20:02Z 4876 followers, XXX engagements "$CLPT could end up being bigger than $ISRG" [X Link](https://x.com/FrameworkWisely/status/1973793077707121041) [@FrameworkWisely](/creator/x/FrameworkWisely) 2025-10-02T16:51Z 4875 followers, 1583 engagements "$ALMU could be the next $CLPT XXX% jump in X week" [X Link](https://x.com/FrameworkWisely/status/1976693815865229468) [@FrameworkWisely](/creator/x/FrameworkWisely) 2025-10-10T16:58Z 4875 followers, 1901 engagements "$TEAM X Company Overview 👉 Mission & vision. Help unleash the potential of every team. The long-term theme is system of work spanning planning build run increasingly AI-assisted. Atlassian 👉 Origin & HQ. Founded in 2002 in Sydney by Mike Cannon-Brookes and Scott Farquhar. Global (legal) structure has evolved but principal offices today are Sydney (global HQ) and San Francisco. 👉 CEO. Mike Cannon-Brookes became sole CEO after co-founder Scott Farquhar stepped down as co-CEO in Aug-2024. Takeaway: Atlassians identity is system of work for technical and business teams now layering AI across" [X Link](https://x.com/FrameworkWisely/status/1977633745269047735) [@FrameworkWisely](/creator/x/FrameworkWisely) 2025-10-13T07:13Z 4875 followers, 1880 engagements "3 Competitive Landscape 👉Competitors / substitutes. Project/Dev tools: Azure DevOps GitHub Linear Asana Monday ServiceNow (ITSM overlap) Notion (docs) Google/Microsoft suites. AI assistants: Microsoft Copilot Google Gemini and emerging AI browsers (Edge Chrome Brave; newcomers like Perplexitys Comet). Atlassians Dia (via The Browser Company) is its bet here. 👉Differentiation & value prop. Broad suite spanning planbuildoperate with deep Jira gravity enormous Marketplace and now Rovo (AI) to reduce context-switching across tools/content. Market share trend. Data indicate continued expansion" [X Link](https://x.com/FrameworkWisely/status/1977813977682882663) [@FrameworkWisely](/creator/x/FrameworkWisely) 2025-10-13T19:09Z 4875 followers, XXX engagements "@AbdrazakAlmas what is the thesis" [X Link](https://x.com/FrameworkWisely/status/1977957965014368677) [@FrameworkWisely](/creator/x/FrameworkWisely) 2025-10-14T04:41Z 4875 followers, XX engagements "Lets examine some of the most recent deals associated with the rapid build-out of AI data centers. X. $WULF: In August 2025 TeraWulf ($WULF) executed a contract with Fluidstack to supply over XXX megawatts (MW) of IT load data center capacity supported by XXX MW of gross power. This 10-year agreement carries an estimated total contracted revenue of $XXX billion. 🙂 $370M per year 250MW ➡ $1.48M per MW X. $CIFR: In September 2025 Cipher Mining has agreed to provide XXX MW of critical IT load backed by up to XXX MW of total capacity. The deal is expected to generate around $X billion in revenue" [X Link](https://x.com/FrameworkWisely/status/1974897448641352150) [@FrameworkWisely](/creator/x/FrameworkWisely) 2025-10-05T18:00Z 4875 followers, 4719 engagements "$NBIS Clickhouse is eating $SNOW and $DDOG 's lunch" [X Link](https://x.com/FrameworkWisely/status/1975564104724369767) [@FrameworkWisely](/creator/x/FrameworkWisely) 2025-10-07T14:09Z 4875 followers, 11.1K engagements "$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: X Real-time analytics X Observability and X AI agent infrastructure Just ClickHouse alone is probably worth more than half of $NBISs current market cap. BTW" [X Link](https://x.com/FrameworkWisely/status/1976108855630192871) [@FrameworkWisely](/creator/x/FrameworkWisely) 2025-10-09T02:14Z 4875 followers, 38.1K engagements "Jensen Huang: AI Inference isn't gonna 10x isn't gonna 100x isn't gonna X million x. It's gonna be X billion x. This is why the deals that $IREN $NBIS $CIFR got are NOT bubbles. There is a significant cadence mismatch between the rapid hockey-stick surge of AI inference demand and the lengthy XXX year process of building a data center. Altimeter's Brad Gerstner's offers his AI playbook" [X Link](https://x.com/FrameworkWisely/status/1976382859528093821) [@FrameworkWisely](/creator/x/FrameworkWisely) 2025-10-09T20:22Z 4875 followers, 8540 engagements "$WULF XX% NOI 🤯🤯🤯 The trade-off: no switching cost The good news: it's a 10-year contract" [X Link](https://x.com/FrameworkWisely/status/1976490613613920479) [@FrameworkWisely](/creator/x/FrameworkWisely) 2025-10-10T03:30Z 4875 followers, 1930 engagements "2 Business Model & Revenue 👉Products / services. Jira (Software/Work Management) Confluence Jira Service Management Bitbucket Trello Loom (async video) Rovo (AI search/chat/agents across apps) plus Marketplace apps. investors.atlassian.com+1 Monetization: Cloud & Data Center subscriptions; Marketplace revenue share; support & services; emerging add-ons (AI/Rovo JSM usage components). 👉Revenue composition (FY25). Cloud: $3.45B Data Center: $1.47B Marketplace & services: $0.30B Legacy Server (winding down): $0.26B (declining). (Atlassian and third-party dashboards summarizing FY25 by" [X Link](https://x.com/FrameworkWisely/status/1977780769989730414) [@FrameworkWisely](/creator/x/FrameworkWisely) 2025-10-13T16:57Z 4875 followers, XXX engagements "$TEAM should be traded at $XXX not the current price $XXX. Here is why: X. Founder-led with high insider ownership (37% owned by insiders) X. A pristine track record of beating Wall Street revenue estimates To be continued" [X Link](https://x.com/FrameworkWisely/status/1970192440368996383) [@FrameworkWisely](/creator/x/FrameworkWisely) 2025-09-22T18:24Z 4876 followers, 3324 engagements "Acceleration $TEAM" [X Link](https://x.com/FrameworkWisely/status/1971066498845438125) [@FrameworkWisely](/creator/x/FrameworkWisely) 2025-09-25T04:17Z 4876 followers, 3148 engagements "$TEAM I did a quick search on $RDDT to see what people think about $TEAMs AI product Rovo. It's overwhelming positive. $TEAM is so undervalued. @Atlassian @mcannonbrookes" [X Link](https://x.com/FrameworkWisely/status/1975573482382741894) [@FrameworkWisely](/creator/x/FrameworkWisely) 2025-10-07T14:46Z 4876 followers, 3794 engagements "Two more examples of how great $TEAM AI product is. "Dont know how the price compares to other products out there but the functionality is quite good even for the most basic users." "Rovo is amazing when you have huge documented content and culture of documenting everything. That's when you get value out of it."" [X Link](https://x.com/FrameworkWisely/status/1976049030779080991) [@FrameworkWisely](/creator/x/FrameworkWisely) 2025-10-08T22:16Z 4876 followers, 2789 engagements "Expecting $TEAM going up" [X Link](https://x.com/FrameworkWisely/status/1976100792135245887) [@FrameworkWisely](/creator/x/FrameworkWisely) 2025-10-09T01:41Z 4876 followers, 1278 engagements "It's a great opportunity to buy $SE again" [X Link](https://x.com/FrameworkWisely/status/1978971692861890819) [@FrameworkWisely](/creator/x/FrameworkWisely) 2025-10-16T23:49Z 4876 followers, 1206 engagements "Foundation models for autonomous vehicles" [X Link](https://x.com/FrameworkWisely/status/1978987658694029315) [@FrameworkWisely](/creator/x/FrameworkWisely) 2025-10-17T00:53Z 4875 followers, XXX engagements "@NickJFuentes wow not even mentioning what Hamas did in Gaza after the peace deal. Hamas executed Gaza people / Palestinians in public after the peace deal refused to comply with disarmament provisions which are part of the peace deal" [X Link](https://x.com/FrameworkWisely/status/1979018797932536059) [@FrameworkWisely](/creator/x/FrameworkWisely) 2025-10-17T02:57Z 4876 followers, XXX engagements "It's a great time to buy $SE and $RBRK today" [X Link](https://x.com/FrameworkWisely/status/1979245628313014423) [@FrameworkWisely](/creator/x/FrameworkWisely) 2025-10-17T17:58Z 4876 followers, 1642 engagements "AI isnt disrupting $TEAM its actually reinforcing its moat by creating a new competitive advantage: Data network effect" [X Link](https://x.com/FrameworkWisely/status/1979276015936618591) [@FrameworkWisely](/creator/x/FrameworkWisely) 2025-10-17T19:59Z 4875 followers, 1048 engagements "Ethereum's Layer X Lacks a Perp Dex. Synthetix Intends to Change That via @YouTube" [X Link](https://x.com/FrameworkWisely/status/1979375640055869875) [@FrameworkWisely](/creator/x/FrameworkWisely) 2025-10-18T02:35Z 4876 followers, XXX engagements "How to Find the Stock Market's Biggest Winners w/ David Gardner Rule B. via @YouTube" [X Link](https://x.com/FrameworkWisely/status/1979766662351237125) [@FrameworkWisely](/creator/x/FrameworkWisely) 2025-10-19T04:28Z 4875 followers, XXX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@FrameworkWisely Framework Investment
Several companies, including $ALMU, $TEAM, $NBIS, $IREN, and $CIFR, are experiencing significant growth and interest due to their involvement in AI, data centers, and innovative technologies. $ALMU's chip manufacturing approach and data center interconnects are seeing surging demand, while $TEAM's AI product Rovo and $NBIS's Clickhouse database are receiving positive reviews. The increasing demand for AI and data center capacity is driving growth and investment in related stocks.
Engagements: XXXXX #
- X Week XXXXXX -XX%
- X Month XXXXXXX +4.30%
- X Months XXXXXXXXX +90%
- X Year XXXXXXXXX +611%
Mentions: XX #
- X Week XX -XX%
- X Month XXX -XX%
- X Months XXXXX +30%
- X Year XXXXX +219%
Followers: XXXXX #
- X Week XXXXX +0.25%
- X Month XXXXX +7.30%
- X Months XXXXX +93%
- X Year XXXXX +233%
CreatorRank: XXXXXXXXX #
Social Influence #
Social category influence finance XXXX% stocks XXXX% technology brands XXXX% social networks XXXX% travel destinations XXXX% vc firms XXXX% cryptocurrencies XXXX%
Social topic influence $team #18, $se #28, $nbis #159, $rbrk #17, $wulf #168, $rddt 0.27%, $iren #362, $cifr #234, $clpt 0.27%, azure XXXX%
Top accounts mentioned or mentioned by @kabraxfx @rklbsfan @bagelc47 @abdrazakalmas @youtube @smallmidcaps @kimsbinvesting @gabgrowth @tacticzh @mvcinvesting @longoption @agrippainv @fransbakker9812 @jonahlupton @andrewdudum @samuel947117225 @meeijer @hypergrowth102 @mikimmykim @aeyakovenko
Top assets mentioned Atlassian Corporation PLC (TEAM) Sea Limited (SE) Nebius Group N.V. Class A Ordinary Shares (NBIS) Rubrik, Inc. (RBRK) TeraWulf Inc. (WULF) Reddit, Inc. (RDDT) IREN Limited (IREN) Cipher Mining Inc. Common Stock (CIFR) monday.com Ltd. Ordinary Shares (MNDY) Bitfarms Ltd. (BITF) Riot Platforms, Inc. (RIOT) Intuitive Surgical, Inc. (ISRG) uniQure N.V. (QURE) ServiceNow Inc (NOW) Microsoft Corp. (MSFT) Alphabet Inc Class A (GOOGL) Datadog Inc (DDOG) Snowflake, Inc. (SNOW)
Top Social Posts #
Top posts by engagements in the last XX hours
"More examples of how great $TEAM is"
X Link @FrameworkWisely 2025-10-08T22:22Z 4882 followers, XXX engagements
"@GabGrowth @StockMarketNerd $TEAM and $SE are my cash positions"
X Link @FrameworkWisely 2025-10-09T21:29Z 4882 followers, XXX 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 @FrameworkWisely 2025-09-18T02:06Z 4883 followers, 10.4K engagements
"@HoriaManole @Atlassian @mcannonbrookes I never looks at current P/E always looks at forward P/FCF based on my valuation model"
X Link @FrameworkWisely 2025-10-07T16:08Z 4884 followers, XXX engagements
"Hard to be bearish on $RBRK"
X Link @FrameworkWisely 2025-10-11T22:10Z 4877 followers, 2851 engagements
"I said this back in February 2025 about X months ago when hardly anyone on X was talking about $NBIS ClickHouse. @HyperTechInvest @kimsbinvesting @mvcinvesting"
X Link @FrameworkWisely 2025-10-13T22:05Z 4883 followers, 1837 engagements
"Crazy as it sounds $IREN still trades cheaper than $CIFR $BITF $WULF $RIOT and $WYFI. Wild but true"
X Link @FrameworkWisely 2025-10-14T05:05Z 4875 followers, 1947 engagements
"@dantecesarr Buying $SE instead of $NBIS today isn't not for value it's for diversification"
X Link @FrameworkWisely 2025-10-17T20:02Z 4876 followers, XXX engagements
"$CLPT could end up being bigger than $ISRG"
X Link @FrameworkWisely 2025-10-02T16:51Z 4875 followers, 1583 engagements
"$ALMU could be the next $CLPT XXX% jump in X week"
X Link @FrameworkWisely 2025-10-10T16:58Z 4875 followers, 1901 engagements
"$TEAM X Company Overview 👉 Mission & vision. Help unleash the potential of every team. The long-term theme is system of work spanning planning build run increasingly AI-assisted. Atlassian 👉 Origin & HQ. Founded in 2002 in Sydney by Mike Cannon-Brookes and Scott Farquhar. Global (legal) structure has evolved but principal offices today are Sydney (global HQ) and San Francisco. 👉 CEO. Mike Cannon-Brookes became sole CEO after co-founder Scott Farquhar stepped down as co-CEO in Aug-2024. Takeaway: Atlassians identity is system of work for technical and business teams now layering AI across"
X Link @FrameworkWisely 2025-10-13T07:13Z 4875 followers, 1880 engagements
"3 Competitive Landscape 👉Competitors / substitutes. Project/Dev tools: Azure DevOps GitHub Linear Asana Monday ServiceNow (ITSM overlap) Notion (docs) Google/Microsoft suites. AI assistants: Microsoft Copilot Google Gemini and emerging AI browsers (Edge Chrome Brave; newcomers like Perplexitys Comet). Atlassians Dia (via The Browser Company) is its bet here. 👉Differentiation & value prop. Broad suite spanning planbuildoperate with deep Jira gravity enormous Marketplace and now Rovo (AI) to reduce context-switching across tools/content. Market share trend. Data indicate continued expansion"
X Link @FrameworkWisely 2025-10-13T19:09Z 4875 followers, XXX engagements
"@AbdrazakAlmas what is the thesis"
X Link @FrameworkWisely 2025-10-14T04:41Z 4875 followers, XX engagements
"Lets examine some of the most recent deals associated with the rapid build-out of AI data centers. X. $WULF: In August 2025 TeraWulf ($WULF) executed a contract with Fluidstack to supply over XXX megawatts (MW) of IT load data center capacity supported by XXX MW of gross power. This 10-year agreement carries an estimated total contracted revenue of $XXX billion. 🙂 $370M per year 250MW ➡ $1.48M per MW X. $CIFR: In September 2025 Cipher Mining has agreed to provide XXX MW of critical IT load backed by up to XXX MW of total capacity. The deal is expected to generate around $X billion in revenue"
X Link @FrameworkWisely 2025-10-05T18:00Z 4875 followers, 4719 engagements
"$NBIS Clickhouse is eating $SNOW and $DDOG 's lunch"
X Link @FrameworkWisely 2025-10-07T14:09Z 4875 followers, 11.1K engagements
"$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: X Real-time analytics X Observability and X AI agent infrastructure Just ClickHouse alone is probably worth more than half of $NBISs current market cap. BTW"
X Link @FrameworkWisely 2025-10-09T02:14Z 4875 followers, 38.1K engagements
"Jensen Huang: AI Inference isn't gonna 10x isn't gonna 100x isn't gonna X million x. It's gonna be X billion x. This is why the deals that $IREN $NBIS $CIFR got are NOT bubbles. There is a significant cadence mismatch between the rapid hockey-stick surge of AI inference demand and the lengthy XXX year process of building a data center. Altimeter's Brad Gerstner's offers his AI playbook"
X Link @FrameworkWisely 2025-10-09T20:22Z 4875 followers, 8540 engagements
"$WULF XX% NOI 🤯🤯🤯 The trade-off: no switching cost The good news: it's a 10-year contract"
X Link @FrameworkWisely 2025-10-10T03:30Z 4875 followers, 1930 engagements
"2 Business Model & Revenue 👉Products / services. Jira (Software/Work Management) Confluence Jira Service Management Bitbucket Trello Loom (async video) Rovo (AI search/chat/agents across apps) plus Marketplace apps. investors.atlassian.com+1 Monetization: Cloud & Data Center subscriptions; Marketplace revenue share; support & services; emerging add-ons (AI/Rovo JSM usage components). 👉Revenue composition (FY25). Cloud: $3.45B Data Center: $1.47B Marketplace & services: $0.30B Legacy Server (winding down): $0.26B (declining). (Atlassian and third-party dashboards summarizing FY25 by"
X Link @FrameworkWisely 2025-10-13T16:57Z 4875 followers, XXX engagements
"$TEAM should be traded at $XXX not the current price $XXX. Here is why: X. Founder-led with high insider ownership (37% owned by insiders) X. A pristine track record of beating Wall Street revenue estimates To be continued"
X Link @FrameworkWisely 2025-09-22T18:24Z 4876 followers, 3324 engagements
"Acceleration $TEAM"
X Link @FrameworkWisely 2025-09-25T04:17Z 4876 followers, 3148 engagements
"$TEAM I did a quick search on $RDDT to see what people think about $TEAMs AI product Rovo. It's overwhelming positive. $TEAM is so undervalued. @Atlassian @mcannonbrookes"
X Link @FrameworkWisely 2025-10-07T14:46Z 4876 followers, 3794 engagements
"Two more examples of how great $TEAM AI product is. "Dont know how the price compares to other products out there but the functionality is quite good even for the most basic users." "Rovo is amazing when you have huge documented content and culture of documenting everything. That's when you get value out of it.""
X Link @FrameworkWisely 2025-10-08T22:16Z 4876 followers, 2789 engagements
"Expecting $TEAM going up"
X Link @FrameworkWisely 2025-10-09T01:41Z 4876 followers, 1278 engagements
"It's a great opportunity to buy $SE again"
X Link @FrameworkWisely 2025-10-16T23:49Z 4876 followers, 1206 engagements
"Foundation models for autonomous vehicles"
X Link @FrameworkWisely 2025-10-17T00:53Z 4875 followers, XXX engagements
"@NickJFuentes wow not even mentioning what Hamas did in Gaza after the peace deal. Hamas executed Gaza people / Palestinians in public after the peace deal refused to comply with disarmament provisions which are part of the peace deal"
X Link @FrameworkWisely 2025-10-17T02:57Z 4876 followers, XXX engagements
"It's a great time to buy $SE and $RBRK today"
X Link @FrameworkWisely 2025-10-17T17:58Z 4876 followers, 1642 engagements
"AI isnt disrupting $TEAM its actually reinforcing its moat by creating a new competitive advantage: Data network effect"
X Link @FrameworkWisely 2025-10-17T19:59Z 4875 followers, 1048 engagements
"Ethereum's Layer X Lacks a Perp Dex. Synthetix Intends to Change That via @YouTube"
X Link @FrameworkWisely 2025-10-18T02:35Z 4876 followers, XXX engagements
"How to Find the Stock Market's Biggest Winners w/ David Gardner Rule B. via @YouTube"
X Link @FrameworkWisely 2025-10-19T04:28Z 4875 followers, XXX engagements