# ![@GagHendo007 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::2626565674.png) @GagHendo007 Giles Henderson

Giles Henderson posts on X about $nbis, ai, business, $nvda the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::2626565674/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2626565674/c:line/m:interactions.svg)

- [--] Week [-----] +165%
- [--] Month [-----] +118%
- [--] Months [------] +271%
- [--] Year [------] +2,793%

### Mentions: [--] [#](/creator/twitter::2626565674/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2626565674/c:line/m:posts_active.svg)

- [--] Week [--] +18%
- [--] Month [--] +96%
- [--] Months [---] +505%
- [--] Year [---] +1,633%

### Followers: [---] [#](/creator/twitter::2626565674/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2626565674/c:line/m:followers.svg)

- [--] Week [---] +4.60%
- [--] Month [---] +8.40%
- [--] Months [---] +170%
- [--] Year [---] +762%

### CreatorRank: [---------] [#](/creator/twitter::2626565674/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2626565674/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  [stocks](/list/stocks)  [technology brands](/list/technology-brands)  [exchanges](/list/exchanges)  [countries](/list/countries)  [automotive brands](/list/automotive-brands)  [cryptocurrencies](/list/cryptocurrencies)  [currencies](/list/currencies) 

**Social topic influence**
[$nbis](/topic/$nbis) #250, [ai](/topic/ai), [business](/topic/business), [$nvda](/topic/$nvda), [$spcb](/topic/$spcb) #3, [market cap](/topic/market-cap), [money](/topic/money), [debt](/topic/debt), [future](/topic/future), [$10bn](/topic/$10bn)

**Top accounts mentioned or mentioned by**
[@zerohedge](/creator/undefined) [@j16425646](/creator/undefined) [@liebermanaustin](/creator/undefined) [@babyfolio](/creator/undefined) [@jonahlupton](/creator/undefined) [@hypertechinvest](/creator/undefined) [@mvcinvesting](/creator/undefined) [@danielkoss](/creator/undefined) [@moneyqubit](/creator/undefined) [@aleabitoreddit](/creator/undefined) [@exanteecon](/creator/undefined) [@notpowellss](/creator/undefined) [@themarketear](/creator/undefined) [@lbc](/creator/undefined) [@ethanluckle](/creator/undefined) [@alc2022](/creator/undefined) [@thetechinvest](/creator/undefined) [@singularityres](/creator/undefined) [@wealthyreadings](/creator/undefined) [@theraymyers](/creator/undefined)

**Top assets mentioned**
[Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Iris Energy Limited (IREN)](/topic/$iren) [Microsoft Corp. (MSFT)](/topic/microsoft) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Bitfarms Ltd. (BITF)](/topic/$bitf) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Charles Schwab Corporation (SCHW)](/topic/charles-schwab) [Dell Technologies, Inc. (DELL)](/topic/dell) [Metadium (META)](/topic/$meta) [Tesla, Inc. (TSLA)](/topic/tesla)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@LBC Its a good way of losing 6% of voters the issue here is in surrey 30% of children go to private school - and there arent enough state schools already so how will the kids be taught if they flock in to the state system Also will VAT be put on all education incl uni fees"  
[X Link](https://x.com/GagHendo007/status/1795556973779337634)  2024-05-28T20:45Z [--] followers, [---] engagements


"@LBC 2/ clearly it wont add 20% of cost as a large chunk will be offset with payable VAT so at 20% margin over 70% will be offset if Labour were sensible theyd increase it slowly. The risks are less or no bursaries no use of facilities for general public and community"  
[X Link](https://x.com/GagHendo007/status/1795557729039221159)  2024-05-28T20:48Z [--] followers, [--] engagements


"@steady_profits Grow is an absolute bargain NAV will start to rise when m&A starts to increase again as capital markets stabilise"  
[X Link](https://x.com/GagHendo007/status/1859349154004365501)  2024-11-20T21:32Z [--] followers, [--] engagements


"@baroninvestment @barroninvestmen If you want another watch $NBIS on the Nasdaq - its the next nvidia and theyve invested in it AI infrastructure"  
[X Link](https://x.com/GagHendo007/status/1865777330452357174)  2024-12-08T15:15Z [--] followers, [---] engagements


"@BezosRic So undervalued this stock - Im not sure why they arent investing their disposals cash in their own share price as should be able to get a very quick return on investment given the NAV is more than double the share price"  
[X Link](https://x.com/GagHendo007/status/1877060481908613286)  2025-01-08T18:31Z [--] followers, [--] engagements


"$NBIS analysts just starting coverage on this stock - first two both boys one has a target price of $51 - BWS financial"  
[X Link](https://x.com/GagHendo007/status/1879614431988269560)  2025-01-15T19:39Z [--] followers, [---] engagements


"@lanaosipian @eWhispers @united @Verizon @CharlesSchwab @GE_Aerospace @AbbottNews @3M @AmericanAir @JNJNews @BOKFinancial @IBKR No mid Feb - around 14th"  
[X Link](https://x.com/GagHendo007/status/1881380671924695066)  2025-01-20T16:38Z [--] followers, [--] engagements


"$nbis for all those pumping nbis its a fantastic stock but the reality is its value is probably not much over $35 today until it proves itself. If you start adding stupid revenue multiples then yes you could say $50-60 today based on future revenues and well over [---] in [--] years"  
[X Link](https://x.com/GagHendo007/status/1895549623709933688)  2025-02-28T19:00Z [--] followers, [----] engagements


"$nbis the key however is it is doing the right things in a great sector spreading its risk supported by nvda and big time investors . It wont however do up in a straight line and yes its more volatile than we all expected but buy it and look back in a year or two"  
[X Link](https://x.com/GagHendo007/status/1895550027898241273)  2025-02-28T19:01Z [--] followers, [---] engagements


"$nbis it has a very high chance of making you super wealthy. But if you try and trade it daily/weekly then good luck as its hugely volatile and almost like a leveraged Nasdaq/AI play due to the proportion of retail investment. Once the big hedge funds and institutions start"  
[X Link](https://x.com/GagHendo007/status/1895550326251667801)  2025-02-28T19:03Z [--] followers, [---] engagements


"$nbis to invest the volatility will drop & it will rise other key things: constant PR delivering on ARR commitments understanding how much cash burn & when theyll need to get more - debt or equity based on EV we arent going below $25 so the risk reward is fantastic here"  
[X Link](https://x.com/GagHendo007/status/1895551244737134960)  2025-02-28T19:06Z [--] followers, [---] engagements


"@richtrades100 Great article on comparing coreweave and NBIS way more risk on coreweave in terms of customer base geographical focus and what its building https://interconnect.substack.com/p/coreweave-vs-nebius https://interconnect.substack.com/p/coreweave-vs-nebius"  
[X Link](https://x.com/GagHendo007/status/1905883204579405995)  2025-03-29T07:22Z [--] followers, [---] engagements


"#coreweave just increased its market cap by twice that of #nbis in one day yesterday - it just shows you what is going to happen when everyone eventually wakes up to the quality of nbis - I suspect Q2/Q3 but could be any time soon with Q1 results in [--] weeks"  
[X Link](https://x.com/GagHendo007/status/1907347792202260878)  2025-04-02T08:22Z [--] followers, [---] engagements


"@meeijer NBIS is way too low in [--] years my forecast if growth continues and they sell off a ride is more like a value of $250 in [--] years time albeit I suspect it will need to raise some money so may see slight dilution"  
[X Link](https://x.com/GagHendo007/status/1908984482503209438)  2025-04-06T20:45Z [--] followers, [---] engagements


"$nbis just loaded up another [----] at [-----] to [-----] now - interestingly my order could only get filled partially - not many are selling its purely the market impact on low volumes this drop"  
[X Link](https://x.com/GagHendo007/status/1914381708838793335)  2025-04-21T18:12Z [--] followers, [---] engagements


"@EthanLuckle @alc2022 Its about a year behind in terms of customers and capacity but and some big buts it has a much more diversified customer base it has a much more global footprint and with the global tensions that is a great thing as it has presence in Asia Europe and US and also it has"  
[X Link](https://x.com/GagHendo007/status/1914417129237176769)  2025-04-21T20:33Z [--] followers, [--] engagements


"@EthanLuckle @alc2022 great portfolio companies and a full one stop shop for AI with Avride growing way faster than it ever expected and in a space that hugely valuable right now in self drive"  
[X Link](https://x.com/GagHendo007/status/1914417384057622766)  2025-04-21T20:34Z [--] followers, [--] engagements


"@JonahLupton @mak1234509 @ZaStocks And one has a load of debt and the other NBIS has cash so make sure you look at the balance sheet as well as the turnover"  
[X Link](https://x.com/GagHendo007/status/1919095677058965800)  2025-05-04T18:23Z [--] followers, [---] engagements


"@HyperTechInvest $20bn - EV is $10bn (12 market cap less [--] of cash) its bonkers with this amount of potential upside and growth rates - oh well we are the lucky ones loading up"  
[X Link](https://x.com/GagHendo007/status/1947947178716004365)  2025-07-23T09:09Z [--] followers, [---] engagements


"@zerohedge So therefore look at the companies that have worked that out and are the lowest cost and have ways of raising funds through portfolio companies - look no further than $nbis - the future of A.I. infrastructure"  
[X Link](https://x.com/GagHendo007/status/1954479599221342600)  2025-08-10T09:47Z [--] followers, [--] engagements


"@Stockspy1 Good to see you havent done you research winning contracts fast in the US as electronic monitoring sky rockets due to overcrowded prisons immigration and older populations. Changing geographical attack and a market with a huge tailwind Trading at less than 1x rev & profitable"  
[X Link](https://x.com/GagHendo007/status/1955237503474020774)  2025-08-12T11:58Z [--] followers, [--] engagements


"@OshuaHill This is a growth company raising cash - every company has done the same throughout their growth journeys - they are raising money to invest for growth so will always be dilution. The smartest company is $nbis as it raises money through its non core businesses. I like $tssi though"  
[X Link](https://x.com/GagHendo007/status/1955592993702048202)  2025-08-13T11:31Z [--] followers, [----] engagements


"$spcb blowout results as expected - this stock a so undervalued its incredible"  
[X Link](https://x.com/GagHendo007/status/1955986516821336504)  2025-08-14T13:35Z [--] followers, [---] engagements


"@SCALPNYR @nischalnathp You clearly misunderstand the business - they are exiting low margin poor governance countries and focussing on the west US etc so growing new business and exiting crap old business - revenues flat margin up and will move to revenue growth as they continue to win contracts"  
[X Link](https://x.com/GagHendo007/status/1956130581768474666)  2025-08-14T23:07Z [--] followers, [--] engagements


"@mvcinvesting I suspect we could see $200 a share tomorrow $45bn market cap - still super cheap"  
[X Link](https://x.com/GagHendo007/status/1965307283442991334)  2025-09-09T06:52Z [--] followers, [--] engagements


"$nbis. it worked so well at OSU its been rolled out to Arizona state this in its own right will be huge The labour is saves for companies"  
[X Link](https://x.com/GagHendo007/status/1968390882542973228)  2025-09-17T19:05Z [--] followers, [--] engagements


"@greekswatcher @TheTechInvest Wow - you really havent done your DD research NBIS was yandex in [----] hence the reduction in institutional ownership that has been rising again since Oct [----] when it went public as $NBIS . Do proper research Management team at $NBIS cant be read about - they are world class"  
[X Link](https://x.com/GagHendo007/status/1972607204319801605)  2025-09-29T10:19Z [--] followers, [---] engagements


"@TopTechStocksUS And if clickhouse IPOs at $40-60m then $NBIS core business is worth $100m based on financials and size of market value growth to go after so significantly more upside to the PPS. Id hope they kept a small stake in the IPO too and a seat at the board"  
[X Link](https://x.com/GagHendo007/status/1976201284404510993)  2025-10-09T08:21Z [--] followers, [---] engagements


"@Jonathan_ben_94 Youll regret that in a weeks time post results and even more so in a years time when I think well be well over $100 $nbis"  
[X Link](https://x.com/GagHendo007/status/1890696030334668850)  2025-02-15T09:33Z [--] followers, [---] engagements


"$nbis The V sign chart to all weak holders and day traders - do not give your stock up - this is one of your greatest opportunities ever to buy and hold a stock with huge and I mean huge growth potential run by a great experienced management team. That is so rare to find"  
[X Link](https://x.com/GagHendo007/status/1892647847096356991)  2025-02-20T18:49Z [--] followers, [----] engagements


"@atticusanalysis I sublimely heard no guidance raise but a guidance raise as our Q1 ARR is 220m and we are bringing on more customers all the time and we have way more capacity than we originally told you It will always need to raise additional capital - that was never in doubt"  
[X Link](https://x.com/GagHendo007/status/1892652052435603577)  2025-02-20T19:06Z [--] followers, [--] engagements


"@Stocksalute And a big one for me - dont quite understand why its only trading at [----] - 7% less than acquisition price Not sure any regulatory issues Next big acquisition target in [----] Glencore Another with over 50% price premium v today on intrinsic value let alone synergies for RT"  
[X Link](https://x.com/GagHendo007/status/1893957069037838432)  2025-02-24T09:32Z [--] followers, [--] engagements


"@LetsBounceBack_ A real shame they didnt mention $NBIS - they had the opportunity but its clearly a smaller company than the others at the moment"  
[X Link](https://x.com/GagHendo007/status/1895013062836658659)  2025-02-27T07:28Z [--] followers, [---] engagements


"@mind1nvestor Terrible advice - clearly youve cashed in and hoping to get back in lower. Good luck - as I said before you only make big money by going long. Nvidi was my first and now Nbis. Happy days"  
[X Link](https://x.com/GagHendo007/status/1973810520189726744)  2025-10-02T18:01Z [---] followers, [---] engagements


"@daniel_koss I suspect its funds redirecting monies out of AI given over exposure from the growth - Nasdaq is up so its just a shift of funds - nothing personal to any business. We know $nbis is the brightest star when it comes to AI growth strategy technology people & management team"  
[X Link](https://x.com/GagHendo007/status/1979253067833840013)  2025-10-17T18:27Z [---] followers, [----] engagements


"And its $nbis subsidiaries that also keep growing alongside the core business $avride"  
[X Link](https://x.com/GagHendo007/status/1980275512380727508)  2025-10-20T14:10Z [---] followers, [----] engagements


"@LiebermanAustin Ive said many times even winners dont go up in a straight line see Nvidia chart they get knocked down by market sentiment profit takers industry concerns rebalancing funds from high growth & over indexing. Nvidia dropped 30% over [--] times. $nbis will win I have no doubt"  
[X Link](https://x.com/GagHendo007/status/1980697398440784091)  2025-10-21T18:07Z [---] followers, [---] engagements


"@WheelieInvestor $nbis will be the long term winner much more diversified in technology and geography than anyone and has one of if not the best management team who have been there and done it. Buy it and lock it up and come back in [--] years youll be a huge winner"  
[X Link](https://x.com/GagHendo007/status/1980709602351055328)  2025-10-21T18:55Z [---] followers, [----] engagements


"Once again $nbis driven down on a day with average volumes and yet 6% down. Back the winners and your due diligence - this is still the best stock out there and too many retail traders cant tell the difference between so infrastructure companies crypto miners and $nbis"  
[X Link](https://x.com/GagHendo007/status/1980713021224940004)  2025-10-21T19:09Z [---] followers, [---] engagements


"@edge_of_power Id look at the commercials within the deal before you do that $iren were desperate to sign a hyperscaler and have done it by investing huge amounts themeselves at a loss. The right thing to do to get on the ladder but just short terms means dilution. $nbis will be the winner"  
[X Link](https://x.com/GagHendo007/status/1985381384492630192)  2025-11-03T16:19Z [---] followers, [---] engagements


"@daniel_koss @LiebermanAustin Ant this is why we are still early even though Ive been in $nbis for [--] year. So called experts still dont get it or do their proper due diligence"  
[X Link](https://x.com/GagHendo007/status/1985408174791204974)  2025-11-03T18:06Z [---] followers, [---] engagements


"@moneyqubit This was the Goldmans forecast just after the Microsoft deal was announced . but I suspect its under called"  
[X Link](https://x.com/GagHendo007/status/1987216730393874535)  2025-11-08T17:52Z [---] followers, [--] engagements


"@moneyqubit I think anything below [---] is a great price and it wont be long before that number moves up as its only a matter of time before they announce more big deals and land grabs and new data centres in new countries"  
[X Link](https://x.com/GagHendo007/status/1987219733859430435)  2025-11-08T18:04Z [---] followers, [--] engagements


"@moneyqubit I have a lot of nbis since Nov [----] @26 and some iren at [--] but I have bought more nbis at [--] and [---] on the dips - a bargain for me still. Iren is more secure post Microsoft deal but in unsure of its profitability in the long run"  
[X Link](https://x.com/GagHendo007/status/1987225472267178367)  2025-11-08T18:27Z [---] followers, [--] engagements


"@cryptonoobsauce @jiahanjimliu Infra capex: $11.7M/MW [---] MW = $2.34B Total capex (Dell equipment + infra): $5.8B + $2.34B = $8.14B OPEX (30% of revenue): $2.91B Pre-tax profit = $9.7B $8.14B $2.91B = $1.35B (i.e. a pre-tax loss) Net profit after tax $0 (no tax; net loss $1.35B)"  
[X Link](https://x.com/GagHendo007/status/1987584849771950347)  2025-11-09T18:15Z [---] followers, [--] engagements


"$nbis uk data centre car park already completely full I drive past it everyday to work. A good sign Remember demand significantly outweighs demand"  
[X Link](https://x.com/GagHendo007/status/1987800884949176565)  2025-11-10T08:33Z [---] followers, [---] engagements


"@656hjhfgvt @HyperTechInvest I still have some $nvda but a lot less as it relative to value and upside potential. I dont see it at current valuations or rather I see other bigger % opportunities"  
[X Link](https://x.com/GagHendo007/status/1988192119601983704)  2025-11-11T10:28Z [---] followers, [--] engagements


"@MarkosAAIG @longinvest32 Are you short as your frustration has resulted in being rude to people The market is happy with the Q3 call as weve reversed to being in the green. No surprise when guidance has nearly tripled on capacity & theyve told you about deals with $msft & $meta and profit heading up"  
[X Link](https://x.com/GagHendo007/status/1988291212244324790)  2025-11-11T17:02Z [---] followers, [--] engagements


"@_One__Person_ @daniel_koss Have you seen the global forecasts of $1.7 trillion for AI infrastructure - even if that is 4x too high there is serious serious growth ahead I suspect data one will announce you can get more GW from less land and less power - so less cost - lets see"  
[X Link](https://x.com/GagHendo007/status/1988294075309846642)  2025-11-11T17:13Z [---] followers, [--] engagements


"@LiebermanAustin Yes but means [----] will be 7-9bn thats all but when over half is already contracted and meta wanted more Im pretty confident theyll fill it. Were seeing short attacks on the back of AI bubble oracle debt news etc 15% of the float short - short squeeze soon"  
[X Link](https://x.com/GagHendo007/status/1988663149147701343)  2025-11-12T17:40Z [---] followers, [---] engagements


"@zerohedge There is only one company managing this properly and providing the full stack using equity and its subsidiaries to fund it and deliver it profitably and thats $nbis the future no.1 partner to $nvda and a worldwide top [--] market cap stock in the making"  
[X Link](https://x.com/GagHendo007/status/1988883647370232254)  2025-11-13T08:16Z [---] followers, [---] engagements


"@SingularityRes Are you saying this is a nvda supplier and hasnt gone up as much as the other fibreglass suppliers yet Or you believe it will do"  
[X Link](https://x.com/GagHendo007/status/1988891305871569307)  2025-11-13T08:46Z [---] followers, [---] engagements


"@SingularityRes $nbis has the edge from a portfolio companies perspective though so is more diversified. Avride and clickhouse (not a subsidiary anymore - but 28%share) are phenomenal businesses"  
[X Link](https://x.com/GagHendo007/status/1988892927892808127)  2025-11-13T08:53Z [---] followers, [---] engagements


"Another great set of results for $spcb - highly profitable treasure chest that should be trading 4/5x higher right now but under the radar as a small cap. Best technology in a market that is growing rapidly due to health safety over crowded prisons etc - electronic monitoring $SPCB just announced [--] consecutive quarters of record profitability. BV is up to $8.06/shr. $7mn Germany contract and US deals will ramp into '26 (we project $50mn of sales) and $150mn TCV EU contracts up for award. Takeover interest confirmed in Sept. Stock worth $50 today $SPCB just announced [--] consecutive quarters of"  
[X Link](https://x.com/GagHendo007/status/1988980130392531334)  2025-11-13T14:39Z [---] followers, [---] engagements


"@LiebermanAustin Anything is possible so is [---] and you could miss out - you said you still want some at [--] - good luck its come from [--]. As I keep saying when I invested in nvda it halved about 6x over its lifetime I was in it but I believed in the business. You cant guess the top & bottom"  
[X Link](https://x.com/GagHendo007/status/1988983320668234011)  2025-11-13T14:52Z [---] followers, [---] engagements


"@LiebermanAustin What a stupid question. Of course if you bought at the bottom youll make more but the phrase only monkeys pick bottoms is true if you were waiting for 2bn in nvda youd have missed the run to [--] trillion 🤷♂ sometimes you win small sometimes you lose big with that strategy"  
[X Link](https://x.com/GagHendo007/status/1988998603537289244)  2025-11-13T15:53Z [---] followers, [---] engagements


"@j16425646 So why doesnt he sell 20% on that valuation And why is the share price not moving Im heavily in but think their PR communication lines are awful"  
[X Link](https://x.com/GagHendo007/status/1988998957746319853)  2025-11-13T15:54Z [---] followers, [--] engagements


"@kumaran2408 How do you think companies grow quickly They need capex and working capital to do so As Amazon nvda Tesla and everyone also did - once you get to a certain scale that economies of scale starts to fund itself. $nbis has the benefit of value it can liquidate in its portfolio cos"  
[X Link](https://x.com/GagHendo007/status/1989011791989375045)  2025-11-13T16:45Z [---] followers, [--] engagements


"@FinFluentialx Market cap is $22bn but yes $5bn of cash which it will invest to deliver 2.5GW of capacity to deliver the 7-9bn ARR dec [--] - 2.5GW could deliver $12bn in FY sales & incredible portfolio cos/invesments - its a steal below $100 $nbis. Put it away will be well over $200 in Dec 26"  
[X Link](https://x.com/GagHendo007/status/1989069635812286550)  2025-11-13T20:35Z [---] followers, [---] engagements


"@babyfolio And this is exactly why these stocks are falling - a sustained short attack CTAs then momentum trading and retail shareholders trading on leverage who get closed out - a vicious cycle but I suspect most of that will be washed out soon. $nbis will be your best long term buy"  
[X Link](https://x.com/GagHendo007/status/1989276030608220214)  2025-11-14T10:15Z [---] followers, [---] engagements


"@WealthyReadings @LiebermanAustin Yes you cant control it which is why I have a short position on the Nasdaq as my hedge as I back nbis to perform better than the Nasdaq % wise - the last [--] days arent proving that given its very targeted at AI. After NVDA this is the greatest stock Ive seen at this stage"  
[X Link](https://x.com/GagHendo007/status/1989320062696636915)  2025-11-14T13:10Z [---] followers, [--] engagements


"@zerohedge Finally $nbis being realised for what it is a rapidly growing neocloud but with profit and access to cheaper borrowing and/or asset financing/sales. What a business - the future $nvda of AI infrastructure and full stack neocloud"  
[X Link](https://x.com/GagHendo007/status/1989379371946463448)  2025-11-14T17:06Z [---] followers, [---] engagements


"@j16425646 Ive just doubled up to 30k shares - no brainer $spcb"  
[X Link](https://x.com/GagHendo007/status/1989422394914877449)  2025-11-14T19:57Z [---] followers, [---] engagements


"@Educamos2024 All depends on the macro market - if S&P or Nasdaq break the [--] day support then we could go lower but I cant see the downside being more then $75-80. I think we are more likely to see 90-100 this week if market picks up which I think it might"  
[X Link](https://x.com/GagHendo007/status/1990006129858928683)  2025-11-16T10:36Z [---] followers, [--] engagements


"$nbis new analyst initiation Greg Miller from citizens rates it as a buy with a $175 price target - here come the institutions"  
[X Link](https://x.com/GagHendo007/status/1991066179805319453)  2025-11-19T08:49Z [---] followers, [---] engagements


"Market outperform sorry not just a buy $nbis"  
[X Link](https://x.com/GagHendo007/status/1991066338534597110)  2025-11-19T08:49Z [---] followers, [---] engagements


"@gary_pallett @DannyQuark @TheTechInvest I think you have mis reported - they havent said they are going to miss Q4 estimates they have picked a number within the previous range for Q4 - not miss"  
[X Link](https://x.com/GagHendo007/status/1991071213553102951)  2025-11-19T09:09Z [---] followers, [--] engagements


"@ArpitAgar_Aurum @mvcinvesting Yes not consolidated as doesnt own having majority voting power any more but still has an investment in their balance sheet for it and ultimately therefore enterprise value . its estimated it owns a significant majority around 50% with a voting control of around 49%"  
[X Link](https://x.com/GagHendo007/status/1991074213445214287)  2025-11-19T09:20Z [---] followers, [--] engagements


"$spcb wins again - this time a US government linked contract - game changer"  
[X Link](https://x.com/GagHendo007/status/1991163270820962436)  2025-11-19T15:14Z [---] followers, [----] engagements


"$nbis I think post $nvda results last night its proven AI is not a bubble. $nbis is valued at $160 average by analysts on what we know today but further growth will be exponential and thats not built in yet Im more confident in $nbis than when I backed $nvda [--] years ago"  
[X Link](https://x.com/GagHendo007/status/1991422605396689029)  2025-11-20T08:25Z [---] followers, [--] engagements


"My biggest learning on holding $nvda so long is be patient there will be big dips but you dont know when there will be moments when everyone says you are wrong. No one ever thinks its going to go up 20x but it did many times. Stick to your convictions & fundamentals $nbis"  
[X Link](https://x.com/GagHendo007/status/1991424979054047304)  2025-11-20T08:34Z [---] followers, [---] engagements


"@Aktiehedonist Hes very long coreweave thats why"  
[X Link](https://x.com/GagHendo007/status/1991590933545271796)  2025-11-20T19:34Z [---] followers, [--] engagements


"@shanaka86 Keep shorting it @shanaka86 have you ever run a business when you have hyper growth your stock (DIO) and DSO rise disproportionately quickly to support your growth relative your p&l at the time. Nice try load of rubbish though"  
[X Link](https://x.com/GagHendo007/status/1991592605059281295)  2025-11-20T19:40Z [---] followers, [--] engagements


"@MonisnMonis Like all hyper growth companies including Nvidia google Amazon meta on their growth journeys You cant grow at these rates without major investments but I agree it needs to be managed carefully and I trust the experienced $nbis management team to be able to do it again"  
[X Link](https://x.com/GagHendo007/status/1992898973783171466)  2025-11-24T10:11Z [---] followers, [---] engagements


"$nbis shorts are going to get burned they are increasing with the Burry AI attack [--] Jan [----] 5.52% [--] Feb [----] 5.37% [--] Mar [----] 8.26% [--] Apr [----] 7.26% [--] May [----] 5.08% [--] Jun [----] 6.67% [--] Jul [----] 7.02% [--] Aug [----] 7.67% [--] Sep [----] 11.13% [--] Oct [--] 11.24%"  
[X Link](https://x.com/GagHendo007/status/1993007618181509578)  2025-11-24T17:23Z [---] followers, [---] engagements


"@Kaizen_Investor @babyfolio You arent bullish enough you arent assuming more hyperscaler deals Avride self drive breakthrough and faster rollout etc in your bullish scenario and I think the bullish scenario will play out as I suspect a deal with Amazon soon if they manage to get permission on new land"  
[X Link](https://x.com/GagHendo007/status/1993254405215600700)  2025-11-25T09:44Z [---] followers, [--] engagements


"@TheRayMyers It is bullish but if you call any stock x3 or x5 then its bullish right because if everyone could see it there wouldnt be that potential upside - the thing with $nbis is everyone cant see it so its so undervalued - huge growth incoming best management team growth market"  
[X Link](https://x.com/GagHendo007/status/1993602305824886856)  2025-11-26T08:46Z [---] followers, [---] engagements


"Cramer knocked $nbis at $25 and again recently / I have been in this stock since Nov [--] and for me it is following the exact same up and down sentiment of $nvda all those years ago People need to do their due diligence to really understand how great this company is Cramer did his usual of red flagging a smaller company like it did with NVDA yrs ago - I really believe $NBIS is going to be a huge player in years to come creating an AI empire that has diversity within its portfolio. Watch this video to really understand it . Cramer did his usual of red flagging a smaller company like it did with"  
[X Link](https://x.com/GagHendo007/status/1993637662293373121)  2025-11-26T11:07Z [---] followers, [---] engagements


"@j16425646 I am heavily invested but would be useful for them to show a forward cash flow statement given the revenue v AR which is showing a debtor days of nearly a year due to how they account for long term contracts Hard to decipher bad overdue and future debt"  
[X Link](https://x.com/GagHendo007/status/1993707443197481161)  2025-11-26T15:44Z [---] followers, [--] engagements


"@pepemoonboy This works until you get a huge market crash or something that significantly devalues the company but otherwise a sensible option"  
[X Link](https://x.com/GagHendo007/status/1994720443404882425)  2025-11-29T10:49Z [---] followers, [--] engagements


"@GrindeOptions $nvda and the next one is $nbis"  
[X Link](https://x.com/GagHendo007/status/1995076030957236694)  2025-11-30T10:22Z [---] followers, [---] engagements


"@babyfolio Bitcoin down -5% - drives all high beta stocks as a basket down for some reason - very odd If anything bitcoin down should help equities except for this heavily invested in it like MSTR"  
[X Link](https://x.com/GagHendo007/status/1995405318977982714)  2025-12-01T08:11Z [---] followers, [----] engagements


"@babyfolio Because people are realising its a Ponzi scheme 🤣 Honestly just risk off and macro uncertainty. Lack of liquidity not many buyers at the lower levels hasnt found its floor same as most crypto & institutions selling crypto not just retail. Yen also strengthening = risk off"  
[X Link](https://x.com/GagHendo007/status/1995408506745475364)  2025-12-01T08:23Z [---] followers, [---] engagements


"@babyfolio Japanese bond yields have risen to 1.84% highest since [----]. Over the past [--] years banks/big investors borrowed money in yen (safe haven - low interest rates) and converted to other currencies to invest and create liquidity. If yen bond yields rise it needs to be paid back"  
[X Link](https://x.com/GagHendo007/status/1995412726798225789)  2025-12-01T08:40Z [---] followers, [---] engagements


"@babyfolio Yes but higher and rising but yen is still relatively weak v USD as US bond yields higher and remain relatively high. When us interest rates and bond yields fall it changes.z"  
[X Link](https://x.com/GagHendo007/status/1995423638141772220)  2025-12-01T09:24Z [---] followers, [---] engagements


"@Agrippa_Inv @aleabitoreddit You seem to be focussing only on hyperscaler contracts for $nbis but dont focus on all the other companies out there using their full stack Nebius has to raise money (lower debt than coreweave) either through portfolio companies debt or equity to grow at the speed they are"  
[X Link](https://x.com/GagHendo007/status/1995468023499469203)  2025-12-01T12:20Z [---] followers, [---] engagements


"@Dividend_Dollar 35% cash 10% silver 55% equities"  
[X Link](https://x.com/GagHendo007/status/1995960267336024556)  2025-12-02T20:56Z [---] followers, [--] engagements


"@GlobalCollapse Im talking about the ones just announced - there are no details yet"  
[X Link](https://x.com/GagHendo007/status/1995962434256023934)  2025-12-02T21:05Z [---] followers, [---] engagements


"@summitcapitaI @trevhesinvests Very simply 62.5b market cap - 70m assuming 10% dilution . $7b [----] revenue $12b [----] excluding any new hyperscaler contracts so base case. 25% EBITDA margins whilst growing at over 250% so 20xPE - this doesnt factor in any upside for the portfolio companies"  
[X Link](https://x.com/GagHendo007/status/1996295810372579790)  2025-12-03T19:09Z [---] followers, [--] engagements


"@TheRayMyers Consensus has gone up to $163 👍"  
[X Link](https://x.com/GagHendo007/status/1996311943854891222)  2025-12-03T20:13Z [---] followers, [----] engagements


"@aleabitoreddit @Hedgeye @hedgeye according to compiled reviews of past closed trades (from Jan 20May 24) only 36% of [---] closed trades had a positive return and only 32% outperformed the SPY over the same periods the easiest period to make money. Their $nbis short is another one of their howlers"  
[X Link](https://x.com/GagHendo007/status/1997045702124339417)  2025-12-05T20:49Z [---] followers, [----] engagements


"Morningstar sell rating on $nbis @$70 Amazing dont believe NBIS has a durable competitive adv to protect high profit over time High Uncertainty & Execution Risk Profitability/Cash Flow Not Yet Proven Growth relies heavily on hyperscaler deals & favourable macro conditions"  
[X Link](https://x.com/GagHendo007/status/1998365274731610521)  2025-12-09T12:13Z [---] followers, [---] engagements


"@Sandeman52 Mr market does what mr market does and algos group companies together - it gives us a fantastic buying opportunity to buy more $nbis shares Its a bargain The proof however will be when they deliver and then everyone will believe the forecasts"  
[X Link](https://x.com/GagHendo007/status/1999526794181886033)  2025-12-12T17:08Z [---] followers, [--] engagements


"The reason why $nbis is falling is due to market sentiment on AI and the concern over Open AI ability to deliver given its debt and any companies associated with it. $nbis will be volatile due to things out of its control but I believe every quarter it delivers it will tick up"  
[X Link](https://x.com/GagHendo007/status/1999783153381351887)  2025-12-13T10:07Z [---] followers, [---] engagements


"@NoLimitGains Im not sure you work in the real world do you Every large business is starting to invest in AI as it does payback. You can remover heads. You can get insights to help you beat the competition. You can process things much faster to give you more capacity"  
[X Link](https://x.com/GagHendo007/status/2001355109532602479)  2025-12-17T18:13Z [---] followers, [--] engagements


"@NoLimitGains You can use less external consultants including remaining marketing agencies. Drugs breakthroughs its embedded in ERP systems and management enterprise systems you buy The list goes on and on"  
[X Link](https://x.com/GagHendo007/status/2001355675948192144)  2025-12-17T18:15Z [---] followers, [--] engagements


"@zoomyzoomm You mean the same ones that are sitting on 4-500% gains dont be jealous now"  
[X Link](https://x.com/GagHendo007/status/2001704801374212257)  2025-12-18T17:23Z [---] followers, [--] engagements


"@zerohedge Ive finally got out having been in from $28 - I think there is going to be a major pullback and then potentially depending on markets probably will rise again"  
[X Link](https://x.com/GagHendo007/status/2004584393470562542)  2025-12-26T16:05Z [---] followers, [---] engagements


"@ExAnte_econ @notpowellss___ Why would it Nvidia which is even bigger trades on 25x revenue - so I make that $40bn which it wont be far away from in [----] in fact I think it will be higher given it will be c. $10bn in [----] I think it could easily be $1tr by [----] - I suspect it may be earlier. $nbis"  
[X Link](https://x.com/GagHendo007/status/2005321364786626599)  2025-12-28T16:54Z [---] followers, [---] engagements


"@J_Wise_geology I own physical silver - just sold my silver etf and Ariana resources aau.l (a very small cap in silver and gold) thats performed poorly in [----] Very odd its so low given all the potential"  
[X Link](https://x.com/GagHendo007/status/2005329051150655855)  2025-12-28T17:24Z [---] followers, [---] engagements


"@ExAnte_econ @notpowellss___ And that is where you are getting it wrong - $nbis isnt a utility like infrastructure business do you research youll see it when it happens Nebius is the AWS with AI at the heart of it rather than general purpose. It caters for all AI start ups $bn cos and hyperscalers"  
[X Link](https://x.com/GagHendo007/status/2005330695519121737)  2025-12-28T17:31Z [---] followers, [---] engagements


"@ExAnte_econ @notpowellss___ Not cult at all - if they execute as they say they will & continue to sign all these rapidly growing cos AI cloud services & infra they then tie them all in. Add a sprinkle of hyperscaler. I dont disagree those rev mults are too high Im expecting $200bn by [----] on $25bn of rev"  
[X Link](https://x.com/GagHendo007/status/2005351487615201399)  2025-12-28T18:53Z [---] followers, [--] engagements


"The problem $nbis has is it doesnt have historic financials to justify its EV. But if you do your research understand whats being built the quality management team/engineers their growth that is banked their competitive edge to small/medium cos youll realise its a bargain"  
[X Link](https://x.com/GagHendo007/status/2008180593662845288)  2026-01-05T14:15Z [---] followers, [---] engagements


"@zerohedge I suspect a joint venture with $Uber $NBIS (avride its subsidiary and Toyota)"  
[X Link](https://x.com/GagHendo007/status/2008304036663951642)  2026-01-05T22:26Z [---] followers, [---] engagements


"@j16425646 Down to [----] I think there are concerns over more conflict in Iran/Israel and $spcb gets put in that risk bucket even though there is marginal risk"  
[X Link](https://x.com/GagHendo007/status/2008478368295960746)  2026-01-06T09:58Z [---] followers, [---] engagements


"hugely under the radar - winning contracts not many analysts. [----] $spcb will grow & grow by quarter & EPS will be less than [--] by yr end - bonkers Fast growing market with the best technology tagging to reduce violence crime prison overcrowding monitor immigrants etc $nbis"  
[X Link](https://x.com/GagHendo007/status/2008624208063197388)  2026-01-06T19:38Z [---] followers, [---] engagements


"@The_AI_Investor You mean like $nbis Strategic partner to $nvda deploying Ruben But $nbis isnt leveraged as highly or concentrated as highly in hyperscalers and has a management team who were brought up on building an AI and tech business not a crypto mining management team"  
[X Link](https://x.com/GagHendo007/status/2008965933688344693)  2026-01-07T18:16Z [---] followers, [---] engagements


"@j16425646 It looks like Iran about to bomb Israel hence the recent drop in $spcb I believe - Russian embassy has been emptied and families taken back to Russia"  
[X Link](https://x.com/GagHendo007/status/2009027978995368332)  2026-01-07T22:22Z [---] followers, [---] engagements


"@alvarogomezolea Agreed Bargain price and huge upside. Feels like an institution must be offloading some shares as I cant believe thats all retail dropping it 15% in a week albeit the float is small. Im accumulating $spcb as I did $nbis when it dipped"  
[X Link](https://x.com/GagHendo007/status/2009370842321276964)  2026-01-08T21:05Z [---] followers, [---] engagements


"@j16425646 JC why dont you reply to anyones questions Im bengonning to wonder if you are working for them This weeks fall on high volume must be institutional selling so my guess is an equity raise is coming to fund the working capital for all these contract wins"  
[X Link](https://x.com/GagHendo007/status/2009553463345045551)  2026-01-09T09:10Z [---] followers, [--] engagements


"@addictedtostock I think I do - can you tell me why they are requesting the ability to offer more shares That ultimately means: Acquisition opportunity equity offering Increased equity to employees as part of the remuneration strategy No other reason why you need more shares $sbcp"  
[X Link](https://x.com/GagHendo007/status/2009982953263345870)  2026-01-10T13:37Z [---] followers, [--] engagements


"@DocCPA78 @matthijsvdn So I do understand it. It can only mean Equity offering for acquisition or raise cash or to give to employees I get it could be to fund growth thats fine but it could be many other things and the vote means we lose control They havent given any details is the concern"  
[X Link](https://x.com/GagHendo007/status/2009983445280399535)  2026-01-10T13:39Z [---] followers, [--] engagements


"@addictedtostock @DocCPA78 @matthijsvdn Im glad you are so animated it As I said I have a lot of shares and like the progress in the business but Im trying to understand why they are increasing the potential share count - you do that for more freedom. Im a CFO I do understand this stuff. It has no tax benefits"  
[X Link](https://x.com/GagHendo007/status/2010305704671019111)  2026-01-11T11:00Z [---] followers, [--] engagements


"@EndicottInvests If the market doesnt crash 20% I 100% agree with you - I think it will be higher as financial models will start realising how compound insane growth works in a top top company"  
[X Link](https://x.com/GagHendo007/status/2011720054971543848)  2026-01-15T08:40Z [---] followers, [--] engagements


"@lotrading88 @EndicottInvests Im not really sure why Im answering this odd comment - $nbis didnt rise when the market crashed - the market recovered and wasnt down 20% on the year it was up nearly 20%"  
[X Link](https://x.com/GagHendo007/status/2011869612128772297)  2026-01-15T18:34Z [---] followers, [--] engagements


"@YodaStockInvest What people dont understand is $iren is valued at $19bn and $nbis is $27bn but it has subsidiaries that are worth $10bn and hardly adding anything to the revenue as are either minority interests or R&D led like Avrode. $iren is way overvalued v $nbis"  
[X Link](https://x.com/GagHendo007/status/2012951723631927406)  2026-01-18T18:14Z [---] followers, [--] engagements


"@midascabal I got $nvda right so 🤞"  
[X Link](https://x.com/GagHendo007/status/2013540383037219234)  2026-01-20T09:13Z [---] followers, [--] engagements


"@HyperTechInvest Im hoping we might hear Data ones major innovation breakthrough for their DCs too 🤞 CEO told me it was about a week away last week $nbis my new $nvda"  
[X Link](https://x.com/GagHendo007/status/2013890365699350892)  2026-01-21T08:24Z [---] followers, [---] engagements


"@AgentSaffron @aleabitoreddit I disagree if you understand an industry & know the growth opportunity & then pick the best management team with a USP & hold long term you dont need to rely on god $nbis is definitely [--] of those - I think it will be the AI industry leader by [----] which will be clear by 2030"  
[X Link](https://x.com/GagHendo007/status/2013895752297205915)  2026-01-21T08:45Z [---] followers, [--] engagements


"@themarketear @zerohedge Said the market ear for the 100th time hoping to get it right. This market isnt your usual market. Everything says its overpriced but there is more money on the system and it needs a major event to crash it - what will that be"  
[X Link](https://x.com/GagHendo007/status/2014109866428715171)  2026-01-21T22:56Z [---] followers, [---] engagements


"@themarketear @zerohedge You were calling a double top overbought high volatility going to crash until today - now you are getting bullish 🤷♂"  
[X Link](https://x.com/GagHendo007/status/2015874244601663613)  2026-01-26T19:47Z [---] followers, [---] engagements


"@JonahLupton @5to9_MJ So this was from waters tower research. [--] was pretty close. So lets assume this is right. I think its too light. They will have 3GW which is 30-36bn of rev by [--]. So low end @40% is EBITDA of 12bn lets put a 15x multiple on that or 5x on rev (low end) . C160bn EV 8x today"  
[X Link](https://x.com/GagHendo007/status/2022037586890698769)  2026-02-12T19:58Z [---] followers, [--] engagements


"Its a bit like $nbis in that it pivoted from a previous business model but now has the best tech and is winning customers all the time and its not reflected in its numbers - crazily cheap $spcb"  
[X Link](https://x.com/GagHendo007/status/2022342613257556199)  2026-02-13T16:10Z [---] followers, [---] engagements


"@browser_things @Rugby_Scoop Backwards"  
[X Link](https://x.com/GagHendo007/status/2023096417502593521)  2026-02-15T18:05Z [---] followers, [--] engagements


"@mcturra2000 $fxpo And majority shareholder Zhevago has had his assets frozen today I suspect the US have told them to control the corruption and the US will invest heavily in Ukraine to rebuild it and invest in its resources Could this play out with Z forced to sell 49% to us banks"  
[X Link](https://x.com/GagHendo007/status/1889980828228407673)  2025-02-13T10:11Z [---] followers, [---] engagements


"$nbis new ticker code launched todsy $nbil 2x leveraged ETF by Granite"  
[X Link](https://x.com/GagHendo007/status/1975655422406369642)  2025-10-07T20:12Z [---] followers, [---] engagements


"@GrindeOptions $nbis x3.5 (was x6) $nvda x25 $fxpo x8 from covid had about [--] $nbis is the best bet now - will be a global top [--] stock in [--] years in my view but you need to do your DD - my prediction is x3 in a year x6 in [--] years and x10 in [--] years"  
[X Link](https://x.com/GagHendo007/status/1993599496110944698)  2025-11-26T08:35Z [---] followers, [---] engagements


"$nbis - anthropic is raising $10bn at a $350bn valuation Theyre forecasting 6-9bn ARR in [----] & $4bn of sales and net income still negative - sound familiar $nbis a year behind which is valued at $25bn & has subsidiaries that are worth $10bn of that - we are still early $nbis"  
[X Link](https://x.com/GagHendo007/status/2008966958444634314)  2026-01-07T18:20Z [---] followers, [---] engagements


"@zerohedge $nbis - anthropic is raising $10bn at a $350bn valuation Theyre forecasting 6-9bn ARR in [----] & $4bn of sales and net income still negative - sound familiar $nbis a year behind which is valued at $25bn & has subsidiaries that are worth $10bn of that - we are still early $nbis"  
[X Link](https://x.com/GagHendo007/status/2008967171091910690)  2026-01-07T18:21Z [---] followers, [---] engagements


"$dfdv should just sell a load of their solana and buy back the shares As they have $270m of sol at todays prices and a $190m market cap Its bonkers And now launched $dont that is worth $14m after [--] day"  
[X Link](https://x.com/GagHendo007/status/2014436412532154680)  2026-01-22T20:34Z [---] followers, [---] engagements


"@mvcinvesting Hes in coreweave and so has to bash $nbis - hes a fraud"  
[X Link](https://x.com/GagHendo007/status/2016561458729914791)  2026-01-28T17:18Z [---] followers, [---] engagements


"@zerohedge I dont get soaring capex Capex drives future growth if you want more growth you spend more capex. If they had said capex was down you would have said A.I. demand is falling - they cant win"  
[X Link](https://x.com/GagHendo007/status/2016625417843532147)  2026-01-28T21:32Z [---] followers, [---] engagements


"@zerohedge Who cares - its about future growth - its called investing to grow in an industry that has demand outstripping supply Its the right thing to do"  
[X Link](https://x.com/GagHendo007/status/2016634981963976713)  2026-01-28T22:10Z [---] followers, [---] engagements


"$spcb starting to move and up 8% pre market - this is a potential 5x stock within [--] months once the new contracts become clearer on their scale. Some great DD showing the potential impact on the business growth"  
[X Link](https://x.com/GagHendo007/status/2016826644627923345)  2026-01-29T10:51Z [---] followers, [----] engagements


"@Chartradamus @hereforgoodish2 They should merge to create a powerhouse and crush coreweave"  
[X Link](https://x.com/GagHendo007/status/2017370230213767230)  2026-01-30T22:51Z [---] followers, [--] engagements


"The more I watch $nbis I think they should merge with $iren $bitf or $cifr to accelerate access to power to scale faster & get ahead of the comp as once contracted in its hard to leave. Theyve the best full stack & its a race to get power. $bitf would be the best value EV/GW"  
[X Link](https://x.com/GagHendo007/status/2017545953612288149)  2026-01-31T10:30Z [---] followers, [---] engagements


"I dont think they have to but I think they could reach economies of scale quicker than anyone else that way but it will probably be more expensive in the short term and mean raising debt finance - I think $nbis will be the ultimate winner"  
[X Link](https://x.com/GagHendo007/status/2017546230373482841)  2026-01-31T10:31Z [---] followers, [---] engagements


"The right way to fund it would be to sell a % of avride to Toyota or Uber - non core but holding valuable EV for $nbis"  
[X Link](https://x.com/GagHendo007/status/2017546828590338074)  2026-01-31T10:33Z [---] followers, [---] engagements


"@AwareWealth My view to reduce that risk is buy some available power $nbis $bitf"  
[X Link](https://x.com/GagHendo007/status/2017553750546596120)  2026-01-31T11:01Z [---] followers, [---] engagements


"Putting all the pieces of the jigsaw together $nvda and Jensen want to buy $nbis & Arkady said No like he did to Google when running yandex. Jensen putting pressure on my investing in $crwv & open AI rumours. $nvda $nbis will happen down the line"  
[X Link](https://x.com/GagHendo007/status/2017554610764820578)  2026-01-31T11:04Z [---] followers, [---] engagements


"@ackayuk Im in from $26 average but buy more every time it hits the key technical areas $75 in the previous dip and $79.54 if it hits there this week the [---] EMA but I dont thing it will"  
[X Link](https://x.com/GagHendo007/status/2017558018741702863)  2026-01-31T11:18Z [---] followers, [---] engagements


"@BujokMr Energy AI drones + defence stocks are the future growth companies. Food will always be stable but we will see inflation so commodities will rise from lows so commodity stocks will do well for a few years now"  
[X Link](https://x.com/GagHendo007/status/2017559748380405836)  2026-01-31T11:25Z [---] followers, [---] engagements


"@ackayuk Im not sure sadly as people see $nbis as a us stock due to it being traded on the Nasdaq its more a market driven switch than company driven"  
[X Link](https://x.com/GagHendo007/status/2017562807290507721)  2026-01-31T11:37Z [---] followers, [---] engagements


"@themarketear @zerohedge Ridiculous quote - Always the case in a global bull market 🤷♂"  
[X Link](https://x.com/GagHendo007/status/2017638976094404783)  2026-01-31T16:39Z [---] followers, [---] engagements


"@BaBorzakuy @Slverhand_2077 Shame youll regret it could be like IBM choosing not to own Microsoft DOS outright . 👀 or Fairchild carving out AMD - only the bright and well researched people can see it - hence why institutional holding is now 60% $nbis"  
[X Link](https://x.com/GagHendo007/status/2018637990445146156)  2026-02-03T10:49Z [---] followers, [--] engagements


"@j16425646 Same as $airo - drone/defence - super cheap - trading on 3x sales"  
[X Link](https://x.com/GagHendo007/status/2018679785921077272)  2026-02-03T13:35Z [---] followers, [---] engagements


"@Ticker_Watcher1 @wealthmatica It was always going to take time & market wide sell offs were a risk but it will build through [----] - at $20bn its bonkers - this is the future of AI I am loading up more"  
[X Link](https://x.com/GagHendo007/status/2019105464383074441)  2026-02-04T17:47Z [---] followers, [--] engagements


"So I think $NBIS should buy a small player like $BITF subject to location strategy but current market cap $1.2b- itd cost 1.2bn to build a 120mw DC from scratch & have a lead time of c. [--] year. They have access to 350mw today. Fast scaling in combo with collection & self builds"  
[X Link](https://x.com/GagHendo007/status/2019822493578756278)  2026-02-06T17:16Z [---] followers, [---] engagements


"@gabrelyanov $nbis building hyperscale AI infracloudcompute & data platformsoptimized [--] training & deploying large modelsnot retrofitted from legacy systems. Its deep technical talent & focus on fullstack AI infra is a serious alt [--] trad cloud giants as demand [--] AI native platforms 🚀 🚀"  
[X Link](https://x.com/GagHendo007/status/2020445901618135046)  2026-02-08T10:33Z [---] followers, [---] engagements


"@gabrelyanov The AWS of AI cloud infrastructure There is always risk but I think it is more execution timing than ultimate execution due to supply constraints (components and energy but they are mitigsting that) planning restrictions and just large project risk"  
[X Link](https://x.com/GagHendo007/status/2020446484915712415)  2026-02-08T10:35Z [---] followers, [--] engagements


"@GreenPipsTrade @YodaStockInvest Its not even close $nbis is by far the superior business to $iren - one is an expert of the industry and the other is a convert from crypto mining with access to some power but not the level of demand"  
[X Link](https://x.com/GagHendo007/status/2020823169515332049)  2026-02-09T11:32Z [---] followers, [---] engagements


"@PassTheCheeze You are missing the important bits EBITDA positive Increases capex guidance to 16-20bn - 60% funded by operational cashflows ARR 8bn assuming I new hyperscalers Connected power 3GW by the end of [----] ($35bn revenue opportunity) $nbis is the one to own"  
[X Link](https://x.com/GagHendo007/status/2021945580793082107)  2026-02-12T13:52Z [---] followers, [---] engagements


"@WealthyReadings Oops were you short for the results This is a different beast to the hyperscalers theyve higher rev mults & therefore pivoting to invest in AI from that base is riskier. $nbis is much cheaper. 3GW end of [--] connected power is c.30bn in27 EBITDA margins of 40% - do the maths"  
[X Link](https://x.com/GagHendo007/status/2021968003764568105)  2026-02-12T15:21Z [---] followers, [---] engagements


"@dddyepddd @StockSavvyShay @fiscal_ai Im not sure its a problem if Google want buy them but theyd be paying over $100bn now I suspect. They cant just copy this overnight There isnt enough supply globally for the demand $nbis is definitely the horse to back over the next [--] years"  
[X Link](https://x.com/GagHendo007/status/2021987514719068395)  2026-02-12T16:39Z [---] followers, [---] engagements


"The smart money is buying $nbis an incredible management team executing major transformational projects at pace to drive exponential growth whilst managing cash & margins but maintaining a point of difference. A lot of retail cant see it or dont understand the co and trade it"  
[X Link](https://x.com/GagHendo007/status/2022020395378053135)  2026-02-12T18:50Z [---] followers, [---] engagements


"@JonahLupton @5to9_MJ Thats very conservative for $nbis over [--] years in my view I think it has 3x by Feb [----] results minimum and over [--] years Im expecting potentially 20x Just do the maths and they are in a demand led industry with limited supply so margins will stay high for a while"  
[X Link](https://x.com/GagHendo007/status/2022021353235529845)  2026-02-12T18:53Z [---] followers, [---] engagements


"@ilzmcfly You dont understand the [--] businesses - $iren is nearly all about power and trying to convert to full stack but doesnt have the expertise or technology yet. $nbis is a full stack cloud provider with the best engineers and management in the business with thousands of customers"  
[X Link](https://x.com/GagHendo007/status/2022220319445123562)  2026-02-13T08:04Z [---] followers, [---] engagements


"@aibytekat Not sure he knows what hes talking about AI isnt only chat gpt or similar functionality - its way bigger than this he is trying to save his industry There will be a place for AI made films alongside the norm in the future. Its happening get over it & take its strengths"  
[X Link](https://x.com/GagHendo007/status/2022222758382645397)  2026-02-13T08:14Z [---] followers, [--] engagements


"@briefing_block_ @StockSavvyShay @fiscal_ai Cash burn cant be that bad if they are funding 12bn of their capex in their own cash - please show me an industry where you get paybacks in less than [--] years Dont expect capex to = profit in a company thats growing at [---] % & this is its core business Ill take 40% EBITDA"  
[X Link](https://x.com/GagHendo007/status/2021988491098493150)  2026-02-12T16:43Z [---] followers, [--] engagements


"@growthrapidly $nbis - too many of this list great list but overvalued based on fundamentals and risk. $nbis isnt"  
[X Link](https://x.com/GagHendo007/status/2023053991366836560)  2026-02-15T15:17Z [---] followers, [--] engagements


"$nbis price has actually got ridiculous now - its valuing it at about $10bn for the core business when ARR will be $7-9bn at the end of [----] - so just execute and we will see at least 5x from here. It bonkers Forced selling by leveraged crypto owners needing cash"  
[X Link](https://x.com/GagHendo007/status/2019685185823048030)  2026-02-06T08:10Z [---] followers, [---] engagements


"I am a huge $nbis fan as you all know and have been in it since Nov [--] & have -8k shares - I have never been more certain of the upside and the cheap valuation after yesterdays results. Please look at $spcb its so undervalued"  
[X Link](https://x.com/GagHendo007/status/2022341850535760188)  2026-02-13T16:07Z [---] followers, [---] engagements


"@Robbie806 @not_ewe_again @stephenjones9 Scotland win one game & think they are world champions - I know its always your WC final bit not Englands - you are ranked [--] in the world Shouldnt be England had to lose at some point - and it took dodgy refereeing decisions to help SA only team better than England"  
[X Link](https://x.com/GagHendo007/status/2023145599017644148)  2026-02-15T21:21Z [---] followers, [--] engagements

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