# ![@LiebermanAustin Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::621384031.png) @LiebermanAustin Austin Lieberman

Austin Lieberman, also known as @AustinLieberman on Twitter, is sharing his investment insights and portfolio updates. He recently invested in AI-related stocks, including IREN and PATH, and expressed his long-term bullish view on companies like Adobe ($ADBE), Brookfield Renewable Partners ($BEP), and Amazon ($AMZN). He also shared his concerns about the valuation of certain stocks, such as Palantir ($PLTR).

### Engagements: [-----] [#](/creator/twitter::621384031/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::621384031/c:line/m:interactions.svg)

- [--] Week [-------] -11%
- [--] Month [---------] +15%
- [--] Months [---------] +5,473%
- [--] Year [---------] +2,319%

### Mentions: [--] [#](/creator/twitter::621384031/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::621384031/c:line/m:posts_active.svg)

- [--] Week [--] -50%
- [--] Month [---] +47%
- [--] Months [---] +1,482%
- [--] Year [---] +460%

### Followers: [------] [#](/creator/twitter::621384031/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::621384031/c:line/m:followers.svg)

- [--] Week [------] +0.17%
- [--] Month [------] +0.93%
- [--] Months [------] +16%
- [--] Year [------] +20%

### CreatorRank: [-------] [#](/creator/twitter::621384031/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::621384031/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  46.06% [finance](/list/finance)  35.76% [technology brands](/list/technology-brands)  25.45% [cryptocurrencies](/list/cryptocurrencies)  4.24% [currencies](/list/currencies)  3.03% [countries](/list/countries)  1.82% [travel destinations](/list/travel-destinations)  1.82% [celebrities](/list/celebrities)  1.21% [fashion brands](/list/fashion-brands)  0.61% [social networks](/list/social-networks)  0.61%

**Social topic influence**
[ai](/topic/ai) 9.09%, [$nbis](/topic/$nbis) 8.48%, [stocks](/topic/stocks) 7.27%, [$googl](/topic/$googl) 6.67%, [$amzn](/topic/$amzn) #669, [$iren](/topic/$iren) 4.85%, [$open](/topic/$open) 4.85%, [money](/topic/money) 4.85%, [longterm](/topic/longterm) 4.24%, [market cap](/topic/market-cap) 3.64%

**Top accounts mentioned or mentioned by**
[@canadakaz](/creator/undefined) [@sharestepai](/creator/undefined) [@davidgfool](/creator/undefined) [@stockmarketnerd](/creator/undefined) [@thebtcminingguy](/creator/undefined) [@babyfolio](/creator/undefined) [@drew34219992](/creator/undefined) [@r_goln](/creator/undefined) [@easycodes](/creator/undefined) [@beaniemaxi](/creator/undefined) [@babuskanow](/creator/undefined) [@hhsogc](/creator/undefined) [@andrewdudum](/creator/undefined) [@bipulsinha](/creator/undefined) [@irentmyleaps](/creator/undefined) [@krispatel99](/creator/undefined) [@grok](/creator/undefined) [@realjimchanos](/creator/undefined) [@polymarket](/creator/undefined) [@hamids](/creator/undefined)

**Top assets mentioned**
[Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Iris Energy Limited (IREN)](/topic/$iren) [Opendoor Technologies Inc Common Stock (OPEN)](/topic/$open) [Rubrik, Inc.  (RBRK)](/topic/$rbrk) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [Microsoft Corp. (MSFT)](/topic/$msft) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [GameStop, Corp. (GME)](/topic/$gme) [Now Coin (NOW)](/topic/$now) [UiPath, Inc. (PATH)](/topic/$path) [Cloudflare, Inc. (NET)](/topic/$net) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Brookfield Corporation (BN)](/topic/$bn) [Novo-Nordisk (NVO)](/topic/$nvo) [MercadoLibre Inc (MELI)](/topic/$meli) [CoreWeave, Inc (CRWV)](/topic/$crwv) [ServiceNow Inc (NOW)](/topic/servicenow) [Crowdstrike Holdings Inc (CRWD)](/topic/$crwd) [Salesforce Inc (CRM)](/topic/$crm) [Zoom Video Communications Inc (ZM)](/topic/$zm) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Carvana Co. (CVNA)](/topic/$cvna) [Metadium (META)](/topic/$meta) [Adobe, Inc. (ADBE)](/topic/$adbe) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Bitcoin (BTC)](/topic/bitcoin) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Shopify Inc (SHOP)](/topic/$shop) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Fluence Energy, Inc. (FLNC)](/topic/$flnc) [O'Reilly Automotive Inc (ORLY)](/topic/$orly) [Nike Inc (NKE)](/topic/$nke)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Im gonna say it. The Amazon report was good. Market doesnt like the CAPEX guide but Amazon has one of the most defensible moats in the world and theyre investing to make it stronger. Problem is the stock just doesnt get credit for it and it really hasnt for the last [--] years $AMZN earnings snapshot: https://t.co/p8pvJ7u00s $AMZN earnings snapshot: https://t.co/p8pvJ7u00s"  
[X Link](https://x.com/LiebermanAustin/status/2019553522644082933)  2026-02-05T23:27Z 68.2K followers, 43.7K engagements


"I dont know when a stock or the market has bottomed. Im not going to waste time and energy trying to time a bottom. But you better believe Im also not going to panic and run for the exits when great stocks are getting cheaper. I was it a mistake to own before this pullback In hindsight yes. But that doesnt mean we should make another mistake and sell then sit on the sidelines and miss the eventual recovery. https://twitter.com/i/web/status/2019552156613743080 https://twitter.com/i/web/status/2019552156613743080"  
[X Link](https://x.com/LiebermanAustin/status/2019552156613743080)  2026-02-05T23:22Z 68.2K followers, 10.1K engagements


"This is exactly what you dont want to do with a stock. Dont get so married to the idea that youre right on a stock that you ignore blatantly obvious red flags. Doubling down on $HIMS now doesnt make you a contrarian investor. It just makes you wrong. $HIMS versus pharma is going to make $UBER versus taxis look like Cinderella. This is the biggest disruption story since the foundation of the United States. $HIMS versus pharma is going to make $UBER versus taxis look like Cinderella. This is the biggest disruption story since the foundation of the United States"  
[X Link](https://x.com/LiebermanAustin/status/2020279513129840922)  2026-02-07T23:32Z 68.2K followers, 27K engagements


"Confession. I bought $GME. I feel gross. I had written it off as a meme stock but theres a legitimate long-term thesis here and admittedly yes a meme-stock like run is a potential catalyst. But its NOT why I bought the stock and if it doesnt happen thats fine"  
[X Link](https://x.com/LiebermanAustin/status/2018694870475448591)  2026-02-03T14:35Z 68.2K followers, [----] engagements


"Goodbye $HIMS Based on a review of the applicable facts earlier today @HHSOGC referred Hims & Hers Health Inc. (Hims) to the Department of Justice for investigation for potential violations by Hims of the Federal Food Drug and Cosmetic Act and applicable Title [--] provisions. Based on a review of the applicable facts earlier today @HHSOGC referred Hims & Hers Health Inc. (Hims) to the Department of Justice for investigation for potential violations by Hims of the Federal Food Drug and Cosmetic Act and applicable Title [--] provisions"  
[X Link](https://x.com/LiebermanAustin/status/2019934543592190040)  2026-02-07T00:41Z 68.2K followers, 21.6K engagements


"This guy is so full of it. .@AndrewDudum on the culture at $HIMS: "The team has a stomach of steel. Whether the stock's $70 or $2.87 most of the executive team and myself will retire here." "We're a team that's heads down and focuses on what can be accomplished in the next decade not the next quarter." https://t.co/CgNLv8Tz1Y .@AndrewDudum on the culture at $HIMS: "The team has a stomach of steel. Whether the stock's $70 or $2.87 most of the executive team and myself will retire here." "We're a team that's heads down and focuses on what can be accomplished in the next decade not the next"  
[X Link](https://x.com/LiebermanAustin/status/2020278447487218030)  2026-02-07T23:28Z 68.2K followers, 10.6K engagements


"Turns out being fraudulent isnt a good thing. Even if you pay for a Super Bowl commercial $HIMS"  
[X Link](https://x.com/LiebermanAustin/status/2020849310628286804)  2026-02-09T13:16Z 68.2K followers, [----] engagements


"Alright. This is at least a yellow flag for $RBRK. @bipulsinha you are the CEO of a publicly traded company. Write this in your personal diary not on X WHO ARE YOU My answer: Mindless. Spaceless. Relentless. You might wonder what these are and what they have to do with Bipul. You have to realize Bipul exists in time but I dont I only exist at t=0 i.e. at the present (beyond) time And at the present time there is no WHO ARE YOU My answer: Mindless. Spaceless. Relentless. You might wonder what these are and what they have to do with Bipul. You have to realize Bipul exists in time but I dont I"  
[X Link](https://x.com/LiebermanAustin/status/2020979621941104690)  2026-02-09T21:54Z 68.2K followers, 26.6K engagements


"Just a reminder $NET is very likely to crush earnings and raise guidance when they report today. Earnings a bit different this time. Due to team commitments at the Munich Security Conference and the Olympics were doing our report next Tuesday. So Im sitting in a Milan hotel with a nice Barolo listening to Bocelli and writing the script. Make of that what you will. Earnings a bit different this time. Due to team commitments at the Munich Security Conference and the Olympics were doing our report next Tuesday. So Im sitting in a Milan hotel with a nice Barolo listening to Bocelli and writing"  
[X Link](https://x.com/LiebermanAustin/status/2021309640651206894)  2026-02-10T19:45Z 68.2K followers, 16.3K engagements


"$NET up 14% after reporting earnings Just a reminder $NET is very likely to crush earnings and raise guidance when they report today. Just a reminder $NET is very likely to crush earnings and raise guidance when they report today"  
[X Link](https://x.com/LiebermanAustin/status/2021361520270315876)  2026-02-10T23:11Z 68.2K followers, [----] engagements


"Fluence Energy $FLNC Q4 [----] Results FY25 Revenue: $2.3 billion FY25 Adjusted Gross Margin: 13.7% (record) FY25 Adjusted EBITDA: $19.5 million Q4 Order Intake: Over $1.4 billion (record) Current Backlog: $5.3 billion Liquidity: Approximately $1.3 billion FY [----] Revenue Guidance: $3.2B - $3.6B (50%+ growth) https://twitter.com/i/web/status/1993653697646116869 https://twitter.com/i/web/status/1993653697646116869"  
[X Link](https://x.com/LiebermanAustin/status/1993653697646116869)  2025-11-26T12:10Z 68.2K followers, 14.6K engagements


"HARSH TRUTH $IREN is down almost 50%. That alone doesnt make it a good buying opportunity. A stock thats down 50% can still drop 100%. Not saying that will happen but you have to realize its possible. Immediately block anyone who says its not possible and block anyone who says they know whats going to happen. The market doesnt care about the $OPEN army or how bullish the X community is on $NBIS $IREN or others. The amount of money we have means absolutely nothing in the grand scheme of markets. Algos capitalize on the momentum as retail traders on X hype it up but theyre in and out so fast"  
[X Link](https://x.com/LiebermanAustin/status/1996234427270070665)  2025-12-03T15:05Z 68.1K followers, 22.4K engagements


"OReilly Auto $ORLY is up 400% over the last decade but its currently trading at a P/E of [--] with expected EPS growth of 11%. Amazing company but a bad stock to buy at these prices"  
[X Link](https://x.com/LiebermanAustin/status/1998439844356170036)  2025-12-09T17:09Z 68.2K followers, [----] engagements


"Sadly the $IREN and $NBIS clowns are coming back out. Hate giving attention to these accounts but I hope my earnings open peoples eyes to these frauds. I typically wont call individuals out unless theyre just flat out lying. Like this guy"  
[X Link](https://x.com/LiebermanAustin/status/2010717374480073175)  2026-01-12T14:15Z 68.1K followers, 61.3K engagements


"This is a mind blowing stat. ServiceNow $NOW is down 40%+ and trading at its lowest P/S ratio since [----]. Even after the 40% drop and with now P/S multiple expansion the stock is up 650% or 25% per year. Im liking the risk-reward more and more as AI disruption fear drives investors away. No position at this time. https://twitter.com/i/web/status/2014173998196629598 https://twitter.com/i/web/status/2014173998196629598"  
[X Link](https://x.com/LiebermanAustin/status/2014173998196629598)  2026-01-22T03:11Z 68.1K followers, 49.7K engagements


"Its crazy how resilient cybersecurity stocks like $CRWD and $RBRK have been to SAASpocalypse2026 Do you think AI will ultimately disrupt these stocks or will the actually benefit as cyber threats continue to evolve and get more advanced from AI"  
[X Link](https://x.com/LiebermanAustin/status/2014669528429404580)  2026-01-23T12:00Z 68.1K followers, [----] engagements


"Were going to see a lot of this as Agentic AI gets more prolific. Two winners in my opinion: $PATH as the AI Agent orchestration layer $AMZN massive savings from automation in warehouses/logistics $NKE is cutting [---] jobs as it accelerates automation across its U.S. distribution centers with most reductions in Tennessee and Mississippi. The move highlights how efficiency gains from automation are starting to show up directly in labor costs. https://t.co/eHVhJp00h1 $NKE is cutting [---] jobs as it accelerates automation across its U.S. distribution centers with most reductions in Tennessee and"  
[X Link](https://x.com/LiebermanAustin/status/2015904798906765652)  2026-01-26T21:48Z 68.1K followers, [----] engagements


"Sean was the first I saw mention $ZM investment in Anthropic as something the market wasnt pricing in. Great call by Sean. Highly recommend you give him a follow for great all around stock/market coverage @irentmyleaps @KrisPatel99 @grok $ZM never disclosed the check size. But we can ball park. Zoom reported $51M of total strategic investments in FY24 Q1 on 10Q/K they did announce the Anthropic investment then. (Along with $GOOGL $CRM) At the time Anthropic Series C was roughly $5B post money If we @irentmyleaps @KrisPatel99 @grok $ZM never disclosed the check size. But we can ball park. Zoom"  
[X Link](https://x.com/LiebermanAustin/status/2015975414812770409)  2026-01-27T02:29Z 68.1K followers, 19.4K engagements


"If SpaceX IPOs at $1.4T what do you think that means for $RKLB and $ASTS Will it pull investors away from them because theres an alternative or does it make them more attractive SPACEX MARKET CAP PROJECTED TO HIT $1400000000000.00 How high can it go https://t.co/AmiD4awdTN SPACEX MARKET CAP PROJECTED TO HIT $1400000000000.00 How high can it go https://t.co/AmiD4awdTN"  
[X Link](https://x.com/LiebermanAustin/status/2016196333665669168)  2026-01-27T17:07Z 68.1K followers, [----] engagements


"3 months later a few things are clear. [--]. We are in the early stages of an AI boom [--]. $IREN and $NBIS are high quality companies with legit management teams. [--]. Their costs will come down as tech gets better They are both in my top [--] positions When and how Ill build a $NBIS position. $80 = 2% position $50 = add another 2% $30 = add another 2% Ill then have 6% allocated and I would leave it alone. Or at higher share prices but lower p/s multiples id follow the same framework. Fundamentals matter When and how Ill build a $NBIS position. $80 = 2% position $50 = add another 2% $30 = add another"  
[X Link](https://x.com/LiebermanAustin/status/2016247753181991068)  2026-01-27T20:31Z 68.1K followers, [----] engagements


"🚨 ASML just confirmed the AI infrastructure buildout is REAL and ACCELERATING Q4: Record 9.7B revenue RECORD 13.2B bookings 2026: 34-39B revenue (up to +19%) The implications for the semiconductor ecosystem are MASSIVE ✅ Sustained AI infrastructure spending (validated) ✅ Logic capacity expansion (2nm ramp confirmed) ✅ Memory supply tightness (HBM/DDR5 bottleneck) ✅ Higher lithography intensity (more EUV layers) ✅ Technology transitions accelerating (not slowing) The semiconductor supercycle thesis is intact. https://twitter.com/i/web/status/2016473070148472888"  
[X Link](https://x.com/LiebermanAustin/status/2016473070148472888)  2026-01-28T11:26Z 68.1K followers, [----] engagements


"High-NA milestone: Intel accepted first EXE:5200B system for high-volume manufacturing This unlocks the next decade of Moore's Law scaling Imaging overlay everything performing well The technology roadmap is accelerating not slowing down"  
[X Link](https://x.com/LiebermanAustin/status/2016473082567831562)  2026-01-28T11:27Z 68.1K followers, [---] engagements


"Who benefits from ASML's strength TIER [--] $NVDA: AI accelerator demand validated $TSM: Primary ASML customer 2nm ramp $AVGO: Custom AI chips + networking $AMD: DC share gains supply unconstrained"  
[X Link](https://x.com/LiebermanAustin/status/2016473086078447690)  2026-01-28T11:27Z 68.2K followers, [---] engagements


"TIER [--] (Capacity Winners): $MU: HBM ramp DDR5 tight supply $PSTG: AI storage specialist. Training + inference require flash storage. Pure positioned perfectly. $INTC: High-NA first mover Memory supply tightness = pricing power + volume growth"  
[X Link](https://x.com/LiebermanAustin/status/2016473087932244387)  2026-01-28T11:27Z 68.2K followers, [---] engagements


"$ASML just reported an insane quarter that's going to drive the whole AI trade higher"  
[X Link](https://x.com/LiebermanAustin/status/2016477645769265276)  2026-01-28T11:45Z 68.1K followers, [----] engagements


"Looks like $CVNA is starting to crack and the truth is coming out. https://x.com/liebermanaustin/status/1999305974306275733s=46 @RealJimChanos we are dying for a comment on $CVNA Jim https://t.co/I9TYII13Oc https://x.com/liebermanaustin/status/1999305974306275733s=46 @RealJimChanos we are dying for a comment on $CVNA Jim https://t.co/I9TYII13Oc"  
[X Link](https://x.com/LiebermanAustin/status/2016673748812775454)  2026-01-29T00:44Z 68.1K followers, [----] engagements


"$CVNA down 14% today and my bet is we see a 50%+ drop as their bad practices come to light Can someone tell me why Carvana $CVNA is not complete and total fraud From Gemini: Carvana (CVNA) is arguably the textbook example of the scenario you are asking about. It has a massive "shadow" market cap held in Class B shares creates extreme volatility that often looks Can someone tell me why Carvana $CVNA is not complete and total fraud From Gemini: Carvana (CVNA) is arguably the textbook example of the scenario you are asking about. It has a massive "shadow" market cap held in Class B shares"  
[X Link](https://x.com/LiebermanAustin/status/2016674153642827930)  2026-01-29T00:46Z 68.1K followers, 17.4K engagements


"What ASML NOW META and MSFT earnings just told the market: $ASML: AI demand remains intact but customers are smoothing capex timing. $NOW: Enterprise AI spending is real but selective. Enterprises need to see real ROI $META: AI monetization king no longer just a spender. AI-driven ad targeting materially improved pricing and engagement. $MSFT: Copilot adoption expanding across enterprise tiers. Cloud growth is constrained by supply not demand. How I'm investing to take full advantage: https://austin.substack.com/p/what-big-tech-earnings-just-told"  
[X Link](https://x.com/LiebermanAustin/status/2016840334974599461)  2026-01-29T11:46Z 68.1K followers, 19.4K engagements


"$NOW is down 8% after beating estimates and already being down 40%+ Thats telling you everything you need to know about the stock and SaaS right now. Even though $ADBE and $NOW are cheap I dont think its time to buy either"  
[X Link](https://x.com/LiebermanAustin/status/2016875739899932686)  2026-01-29T14:07Z 68.1K followers, 43.6K engagements


"Happy with the size of my $NBIS and $IREN positions but if they over react and go lower by another 20% Ill sell parts of some of my more stable positions like $BN to add more. Earnings season so far has emphasized that compute and access to energy is just getting started"  
[X Link](https://x.com/LiebermanAustin/status/2016914260014579943)  2026-01-29T16:40Z 68.2K followers, [----] engagements


"Obesity drugs arent a trade. Theyre a platform shift. When treatment moves from injections to pills adoption curves change fast. The market still underestimates how large the downstream effects will be for $NVO"  
[X Link](https://x.com/LiebermanAustin/status/2016918596312617406)  2026-01-29T16:57Z 68.1K followers, [----] engagements


"Yellow flag at a minimum when CEOs start talking stock price and market cap. Not a good look for $NOW $NOW ServiceNow CEO tells investors the M&A panic is over and its time to return that lost $10B in market cap. "I noticed that we lost about $10B in market cap on that because of the worry. So now the worry is gone you can give us back to market cap. And no we're not going https://t.co/81j4efG3mP $NOW ServiceNow CEO tells investors the M&A panic is over and its time to return that lost $10B in market cap. "I noticed that we lost about $10B in market cap on that because of the worry. So now"  
[X Link](https://x.com/LiebermanAustin/status/2016922123747406170)  2026-01-29T17:11Z 68.1K followers, 14.1K engagements


"MAJOR RED FLAG When management starts talking more about stock price than customers margins or actual results"  
[X Link](https://x.com/LiebermanAustin/status/2017044169512882492)  2026-01-30T01:16Z 68.1K followers, 10.8K engagements


"$TCGL is up 2500% in the last [--] days. Missed another easy chance at generational wealth"  
[X Link](https://x.com/LiebermanAustin/status/2017247882907152436)  2026-01-30T14:45Z 68.1K followers, [----] engagements


"Michael Burry is blatantly trying to pump $GME and make it go on another meme type run"  
[X Link](https://x.com/LiebermanAustin/status/2017969481218187389)  2026-02-01T14:33Z 68.1K followers, 22.1K engagements


"Think we might get a GameStop acquisition announcement soon and it could be a strong catalyst. I wrote $GME off as a meme stock but I think its a legitimate long-term opportunity with some strong catalysts More: https://austin.substack.com/p/new-buy https://austin.substack.com/p/new-buy"  
[X Link](https://x.com/LiebermanAustin/status/2018415377483493382)  2026-02-02T20:05Z 68.1K followers, [----] engagements


"Long $GME My bet is they acquire $ETSY $HAS or $FIVE. Makes more sense than $W or $ADT imo Short Thoughts February [--] [----] just published. I address in depth Bitcoin/crypto precious metals the AI buildouts accounting shenanigans Molina Healthcare $MOH and GameStops potential M&A strategy including possible targets. $GME CEO Ryan Cohen cancelled his appearance https://t.co/c183xsrXbj Short Thoughts February [--] [----] just published. I address in depth Bitcoin/crypto precious metals the AI buildouts accounting shenanigans Molina Healthcare $MOH and GameStops potential M&A strategy including"  
[X Link](https://x.com/LiebermanAustin/status/2018425373487178114)  2026-02-02T20:44Z 68.2K followers, [----] engagements


"$PYPL the perfect example of a cheap stock being cheap for a reason"  
[X Link](https://x.com/LiebermanAustin/status/2018670389984137298)  2026-02-03T12:58Z 68.2K followers, [----] engagements


"Waiting for the Will Melinda Gates sue Bill Gates @Polymarket Melinda Gates responds after Epstein Files suggest Bill Gates got an STD from Russian girls and planned to secretly medicate her. NPR: The emails in the files suggest that Bill Gates had additional affairs and that he tried to get medication to treat a sexually transmitted https://t.co/gF1jRJyRb5 Melinda Gates responds after Epstein Files suggest Bill Gates got an STD from Russian girls and planned to secretly medicate her. NPR: The emails in the files suggest that Bill Gates had additional affairs and that he tried to get"  
[X Link](https://x.com/LiebermanAustin/status/2018892251536282056)  2026-02-04T03:39Z 68.1K followers, [----] engagements


"Would have been cool for David to share this before $PYPL dropped 90%. Sharing it now just sort of feels like hind-sight-bias. A few thoughts about PayPal nearly [--] years after I left. I woke up this morning to dozens of messages from former PayPal colleagues. It pushed me to finally speak up. I never spoke publicly about the company after I left. Part of that was loyalty to John Donahoe who gave me A few thoughts about PayPal nearly [--] years after I left. I woke up this morning to dozens of messages from former PayPal colleagues. It pushed me to finally speak up. I never spoke publicly about"  
[X Link](https://x.com/LiebermanAustin/status/2019004623676449050)  2026-02-04T11:06Z 68.2K followers, 48.8K engagements


"PORTFOLIO UPDATE (link in profile) Was wrong about the turnaround (for now) in $NVO so instead of trying to catch a falling knife I sold for a 3% loss and doubled down on my best ideas. Doubled my $AMZN position into earnings because I think everything were seeing so far points to AWS continuing to accelerate and Advertising demand being robust as well as cost cuts from Jassy. More thoughts on our new positions: $GME and $SNDK https://twitter.com/i/web/status/2019020476769611782 https://twitter.com/i/web/status/2019020476769611782"  
[X Link](https://x.com/LiebermanAustin/status/2019020476769611782)  2026-02-04T12:09Z 68.1K followers, 11.6K engagements


"Buying into IPOs that everyone is excited about is almost always a bad idea Two of the hottest IPOs last year $CRCL and $FIG just utterly destroyed Two of the hottest IPOs last year $CRCL and $FIG just utterly destroyed"  
[X Link](https://x.com/LiebermanAustin/status/2019037463680090121)  2026-02-04T13:16Z 68.1K followers, [----] engagements


"$ENPH up 35% while every other stock is apparently going to [--]. Makes sense"  
[X Link](https://x.com/LiebermanAustin/status/2019089745180057890)  2026-02-04T16:44Z 68.2K followers, [----] engagements


"Is $HOOD on your radar @hamids is a very smart investor and has been buying more lately but I havent looked closely at it in a while. $HOOD falling off a cliff in the past month. https://t.co/S8mD2Xk1Do $HOOD falling off a cliff in the past month. https://t.co/S8mD2Xk1Do"  
[X Link](https://x.com/LiebermanAustin/status/2019104456684761292)  2026-02-04T17:43Z 68.2K followers, 11K engagements


"If $GOOGL misses every AI stock is going to simultaneously implode"  
[X Link](https://x.com/LiebermanAustin/status/2019159287600410757)  2026-02-04T21:21Z 68.2K followers, [----] engagements


"Tell me $NET is going to crush earnings without telling me $NET is going to crush earnings. Earnings a bit different this time. Due to team commitments at the Munich Security Conference and the Olympics were doing our report next Tuesday. So Im sitting in a Milan hotel with a nice Barolo listening to Bocelli and writing the script. Make of that what you will. Earnings a bit different this time. Due to team commitments at the Munich Security Conference and the Olympics were doing our report next Tuesday. So Im sitting in a Milan hotel with a nice Barolo listening to Bocelli and writing the"  
[X Link](https://x.com/LiebermanAustin/status/2019229128109748647)  2026-02-05T01:58Z 68.2K followers, 19.8K engagements


"Is the Bitcoin sell off as simple as AI being the new different things and talent/money flowing into AI instead of Crypto If thats the case does anything change about the long-term Bitcoin narrative"  
[X Link](https://x.com/LiebermanAustin/status/2019378697602539855)  2026-02-05T11:52Z 68.1K followers, [----] engagements


"@marc_slans https://x.com/liebermanaustin/status/2019521520046125546 *deletes tweet* https://x.com/liebermanaustin/status/2019521520046125546 *deletes tweet*"  
[X Link](https://x.com/LiebermanAustin/status/2019521825487585608)  2026-02-05T21:21Z 68.1K followers, [----] engagements


"This is when you get more excited to buy stocks not panic and run for the exits. The challenge is the pain you feel from owning *before* and *during* these pull backs. It sucks. But if you own great companies and your timeline is 3+ years you should be excited to buy at lower prices https://twitter.com/i/web/status/2019551646523572412 https://twitter.com/i/web/status/2019551646523572412"  
[X Link](https://x.com/LiebermanAustin/status/2019551646523572412)  2026-02-05T23:20Z 68.1K followers, [----] engagements


"@SharestepAI Cant really have a range for all Companies because its going to depend on industry revenue growth earnings growth profitability etc"  
[X Link](https://x.com/LiebermanAustin/status/2019560253684347114)  2026-02-05T23:54Z 68.1K followers, [---] engagements


"Everything is fine. Me:"  
[X Link](https://x.com/LiebermanAustin/status/2019598228384072099)  2026-02-06T02:25Z 68.1K followers, [----] engagements


"Wait. You mean the Most profitable companies and experienced CEOs in the history of the world investing heavily into growth and new technology might actually be a good thing for infrastructure chip manufacturers and others"  
[X Link](https://x.com/LiebermanAustin/status/2019740784455553392)  2026-02-06T11:51Z 68.2K followers, [----] engagements


"When and how Ill build a $NBIS position. $80 = 2% position $50 = add another 2% $30 = add another 2% Ill then have 6% allocated and I would leave it alone. Or at higher share prices but lower p/s multiples id follow the same framework. Fundamentals matter"  
[X Link](https://x.com/LiebermanAustin/status/1981021478402310554)  2025-10-22T15:35Z 68.2K followers, 658.5K engagements


"Bullish for $PATH and $RBRK 🦔 Moltbook the "social media for AI agents" that went viral this week left its entire database exposed. Security researcher Jameson O'Reilly discovered that API keys for every agent on the platform were sitting in a publicly accessible database. Anyone who found it could take https://t.co/TQSQ8ZM8E5 🦔 Moltbook the "social media for AI agents" that went viral this week left its entire database exposed. Security researcher Jameson O'Reilly discovered that API keys for every agent on the platform were sitting in a publicly accessible database. Anyone who found it"  
[X Link](https://x.com/LiebermanAustin/status/2018394052400447742)  2026-02-02T18:40Z 68.2K followers, [----] engagements


"Good news for $NVO is the the bad news is already out The bad news is that things could continue to deteriorate and the stock could be cheap for a reason Im long and currently down 3% overall. Time to decide if its worth holding or better to sell and have $$ for other ideas"  
[X Link](https://x.com/LiebermanAustin/status/2018771805037601094)  2026-02-03T19:41Z 68.2K followers, 13.4K engagements


"$PLTR is a great company that is still excessively valued. Worth considering at $100 or lower"  
[X Link](https://x.com/LiebermanAustin/status/2019104118183485530)  2026-02-04T17:41Z 68.2K followers, [----] engagements


"$RBRK just pre-announced Q4 earnings due to their CRO exiting the company. Following our record third quarter we just finished a very strong fourth quarter with preliminary results exceeding all guided metrics Stock is trading at a discount to $CRWD but growing faster"  
[X Link](https://x.com/LiebermanAustin/status/2019398452988334518)  2026-02-05T13:11Z 68.2K followers, 15.6K engagements


"$AMZN set up to bounce after strong earnings. My bet is cloud and advertising out perform we get good news on AI demand and theyre thoughtful on Capex/spending. [----] & [----] will be Amazons to win"  
[X Link](https://x.com/LiebermanAustin/status/2019462741279248616)  2026-02-05T17:26Z 68.2K followers, 35.5K engagements


"$AMZN was down 5% Friday after earnings because algos triggered off the $200B capex guide. My take is that Amazon had the strongest report out of all the Mag [--] and the market is totally missing it. AWS backlog now stands at $244 billion (+40% YoY). They arent recklessly investing in CAPEX. Theyre investing to extend their moat. More: https://austin.substack.com/p/earnings-review-iren-and-amzn-nbis https://austin.substack.com/p/earnings-review-iren-and-amzn-nbis"  
[X Link](https://x.com/LiebermanAustin/status/2020834322941358129)  2026-02-09T12:17Z 68.2K followers, 36.4K engagements


"I think $AMZN acquiring $ZM would totally make sense. [--]. Increases their stake in Anthropic [--]. Could tie it into their AWS offerings [--]. Could leverage it in their healthcare segment When does $MSFT $GOOGL $AMZN Look to Zoom as M&A just to own largest compilation of communication data and increase their Anthropic stake They could probably run Zoom at 60% contribution margins cutting their purchase price by 40%. $ZM When does $MSFT $GOOGL $AMZN Look to Zoom as M&A just to own largest compilation of communication data and increase their Anthropic stake They could probably run Zoom at 60%"  
[X Link](https://x.com/LiebermanAustin/status/2020881911770386887)  2026-02-09T15:26Z 68.2K followers, 17.4K engagements


"Interesting that these odds for $COIN are spiking now They beat revenue estimates [--] times in [--] quarters & EPS [--] times in [--] quarters. Odds Coinbase $COIN beats earnings are surging. https://t.co/ak87z4sOqZ Odds Coinbase $COIN beats earnings are surging. https://t.co/ak87z4sOqZ"  
[X Link](https://x.com/LiebermanAustin/status/2020923213153194401)  2026-02-09T18:10Z 68.2K followers, [----] engagements


"$DDOG as a read through is great for $PATH and $RBRK earnings coming up. Their multiples are both compressed so theres a chance earnings are a strong catalyst if they best and raise guidance. Less confident in $PATH because they still need to show they can execute the transition to Agentic AI. https://twitter.com/i/web/status/2021227890637930670 https://twitter.com/i/web/status/2021227890637930670"  
[X Link](https://x.com/LiebermanAustin/status/2021227890637930670)  2026-02-10T14:20Z 68.2K followers, 14.3K engagements


"@Mr_Derivatives Stop being so rational and common sensual"  
[X Link](https://x.com/LiebermanAustin/status/2021725384061202698)  2026-02-11T23:17Z 68.2K followers, [----] engagements


"This is the most important video you will watch this year. Its going to make you cry but absorb every second of it then go live your life the best way you can"  
[X Link](https://x.com/LiebermanAustin/status/2021769088813396321)  2026-02-12T02:11Z 68.2K followers, 18.9K engagements


"This pull back is a wonderful opportunity to test your own discipline. Do you have an underlying thesis and a long term vision for the companies you own If so this is a gift. Or are you just invested in things because they were going up If so this is a painful lesson"  
[X Link](https://x.com/LiebermanAustin/status/2022297545741910065)  2026-02-13T13:11Z 68.2K followers, [----] engagements


"Wait till the mainstream learns about $IDR So proud MP Materials Announces a Transformational Public-Private Partnership with the U.S. Department of Defense Multibillion-dollar DoD commitment New 10X magnet facility to be constructed 10-year price floor + offtake agreements DoD positioned to become MPs https://t.co/wno4MiVCYj So proud MP Materials Announces a Transformational Public-Private Partnership with the U.S. Department of Defense Multibillion-dollar DoD commitment New 10X magnet facility to be constructed 10-year price floor + offtake agreements DoD positioned to become MPs"  
[X Link](https://x.com/LiebermanAustin/status/1943595417226137788)  2025-07-11T08:57Z 58.5K followers, [----] engagements


"The biggest risk to your portfolio isnt the market. Its your own brain. Financial media thrives on your dopamine hits: Breaking news hot takes doom cycles. Turn it off. Set rules. Let compounding work for you"  
[X Link](https://x.com/LiebermanAustin/status/1962156739400278055)  2025-08-31T14:13Z 59.2K followers, [----] engagements


"Getting active here again the finance landscape has changed a lot and Im seeing a lot of hype/meme stock pushing. What are your favorite high-signal low noise finance/investing accounts to follow Tag them below 👇"  
[X Link](https://x.com/LiebermanAustin/status/1962245700969742801)  2025-08-31T20:06Z 59.3K followers, 30.1K engagements


"Its Friday night. What are we cooking/drinking Steak & Wine tonight. If you know how to cook steak right at home youll never want to pay for it at a restaurant again"  
[X Link](https://x.com/LiebermanAustin/status/1964100603233079509)  2025-09-05T22:57Z 59.3K followers, [----] engagements


"The "search is dead narrative" while $GOOGL continues to execute and invest in being a leader in the next wave of tech evolution has created a pretty good long-term buying opportunity imo. With 11.6% rev growth 16.2% EPS growth and a slight P/E multiple contraction you get a 13% IRR over the next [--] years"  
[X Link](https://x.com/LiebermanAustin/status/1965412841910939776)  2025-09-09T13:51Z 59.5K followers, [----] engagements


"Warren Buffett's $5 Billion mistake. $TSM is up 131% since Berkshire sold its position in [----]. Berkshire owned roughly $4B in stock which would currently be worth over $9B if they held. Two lessons: [--]. The greatest investor of all time makes mistakes. You will too. [--]. You shouldn't blindly follow anyone. There are so many ways to build wealth by investing. But you have to be disciplined and find a style that works for you"  
[X Link](https://x.com/LiebermanAustin/status/1965772650665369690)  2025-09-10T13:41Z 59.5K followers, [----] engagements


"@RamtinSays Difference is if you buy a car you can keep it for 10+ years. If you lease youre starting over every 2-3 years. Buying new generally isnt the best but buying something in great condition 2-3 yrs old is the sweet spot imo"  
[X Link](https://x.com/LiebermanAustin/status/1967519460648276170)  2025-09-15T09:22Z 59.4K followers, [---] engagements


"I sold 50% of my $RKLB shares and the stock is up 20% since then. Heres why it was still a good decision I was up 350% and the position simply become too large for my comfort level. So I trimmed it down to a size that Im much more comfortable with and Ive had [--] stress about the share price since then"  
[X Link](https://x.com/LiebermanAustin/status/1967923012524482649)  2025-09-16T12:06Z 59.6K followers, [----] engagements


"Google Cloud is a monster [--] product lines with over $1B in annual revenue 28% growth in average revenue per product AI isn't going to kill Google; it's going to make the company more dominant"  
[X Link](https://x.com/LiebermanAustin/status/1968015037353824531)  2025-09-16T18:12Z 59.5K followers, [----] engagements


"With shares up 57% over the last year Google has gone from very undervalued to fairly undervalued. As usual the narrative is shifting from negative dying company to positive AI leader AFTER the share price has increased. $GOOGL is still cheaper and a FWD P/E basis than $AAPL $MSFT and $NVDA its just no longer a screaming buy"  
[X Link](https://x.com/LiebermanAustin/status/1968261115168559349)  2025-09-17T10:29Z 59.7K followers, [----] engagements


"I called out $GOOGL as a Best Buy in May because I felt the company was misunderstood and undervalued. Since then shares are up 47%. Heres a link to that write up if you want to check it out: https://austin.substack.com/p/current-portfolio-and-best-buys-updated https://substackfwd.xyz/url= https://austin.substack.com/p/current-portfolio-and-best-buys-updated https://substackfwd.xyz/url="  
[X Link](https://x.com/LiebermanAustin/status/1968261118524330204)  2025-09-17T10:29Z 59.7K followers, [----] engagements


"I didn't feel like spending a bunch of time researching $OPEN so I had AI do it for me. I think it did a pretty good job. The prompt: "Layout the bull and bear case for OPEN stock over the next [--] years. At the end summarize with the probability of a 100x vs probability of losing 50% or more" ChatGPT said: Heres a bull / bear-style breakdown of Opendoor Technologies Inc. (ticker: OPEN) out over the next [--] years followed by rough probabilities for extreme outcomes (100 upside vs 50% loss). Of course this is speculative and should be taken as a scenario analysis not investment advice. First some"  
[X Link](https://x.com/LiebermanAustin/status/1968680472172482620)  2025-09-18T14:16Z 59.4K followers, [----] engagements


"What is the bull case for Palantir stock moving forward If $PLTR grows revenue per share by 36% annually through [----] and it trades at an absolutely insane P/S ratio of [--]. Investors will be rewarded with a -35% total return"  
[X Link](https://x.com/LiebermanAustin/status/1970098202717163691)  2025-09-22T12:09Z 60.2K followers, [----] engagements


"MercadoLibre is basically Amazon + PayPal + Shopify for Latin America. Revenue up 30%+ YoY fintech users at 68M credit portfolio exploding 91% YoY to $9.3B. Heres why its one of the most interesting growth stories globally: The moat: Network effects (buyers + sellers flywheel) Regional focus (LATAM isnt easy for global players) Scale (can drop free shipping thresholds without breaking the model) The bull case = 30%+ revenue growth + fintech scaling like crazy. The bear case = credit risk competition and Latin Americas volatility. Full portfolio update and more on why I think now is a good"  
[X Link](https://x.com/LiebermanAustin/status/1970159886349500607)  2025-09-22T16:14Z 60K followers, [----] engagements


"Can't take away from what @CanadaKaz helped build at $SHOP but his approach to social media since joining $OPEN as CEO is very cringeworthy. It's like he's trying to force his way into a public persona because he's being encouraged to do so by people advising him. Typically you want your CEO focused on actually running their company. Just reviewed a product we will launch in the next week or so. Super excited Just reviewed a product we will launch in the next week or so. Super excited"  
[X Link](https://x.com/LiebermanAustin/status/1970537972299636821)  2025-09-23T17:17Z 60K followers, [----] engagements


"Just bought a new Tahoe. Ask my anything"  
[X Link](https://x.com/LiebermanAustin/status/1970587694796320976)  2025-09-23T20:34Z 59.7K followers, [----] engagements


"Massive reset happening in the housing market. So much supply and basically [--] demand. Prices rose way too much too fast then interest rates followed and people simply cant afford homes. Houses are just sitting and sitting. Price drops all over the place"  
[X Link](https://x.com/LiebermanAustin/status/1970656228679340277)  2025-09-24T01:07Z 59.8K followers, [----] engagements


"Good anecdote for $IDR shareholders -- straight from the CEO. @marketplunger1 @BillBrewsterTBB $IDR is up in Toronto at a industry REE conference (not a stock conf) and Swallow texted me: What Im seeing at the conference is sort of intense. Magnet makers metal makers processors etc. and the only REE producer was MP. The entire room of [---] industry guys need @marketplunger1 @BillBrewsterTBB $IDR is up in Toronto at a industry REE conference (not a stock conf) and Swallow texted me: What Im seeing at the conference is sort of intense. Magnet makers metal makers processors etc. and the only REE"  
[X Link](https://x.com/LiebermanAustin/status/1970868313711591820)  2025-09-24T15:09Z 59.7K followers, [----] engagements


"$BABA has seriously underperformed the $SPY for the last decade: +5.65%/yr vs +13.54% Over the next [--] years earnings are expected to grow at roughly 15%/yr. If it trades at a P/E of [--] you're looking at a 14% annual return. Not bad considering the negativity around China stocks and potential for upside"  
[X Link](https://x.com/LiebermanAustin/status/1970873897617666542)  2025-09-24T15:32Z 59.6K followers, [----] engagements


"Im comfortable saying if you only read one investing book your entire life youd be set if it was this one. Thats the kind of investor and person @DavidGFool is. Ill be buying a hard copy too"  
[X Link](https://x.com/LiebermanAustin/status/1970881326661415100)  2025-09-24T16:01Z 59.7K followers, [----] engagements


"@DavidGFool Thanks David. One of the things I appreciate most about you is your rationally optimistic outlook on life. So important for investing.and for living a rich life"  
[X Link](https://x.com/LiebermanAustin/status/1970883682669093056)  2025-09-24T16:11Z 59.6K followers, [---] engagements


"@StockMarketNerd Right with you. Important to remember that investing is based on your own financial goals. Gotta stick with what works for you and let other people do their thang (I know you know this)"  
[X Link](https://x.com/LiebermanAustin/status/1970923372235407466)  2025-09-24T18:48Z 59.7K followers, [----] engagements


"Can someone smart tell me the competitive advantage $NBIS has over other cloud hyper scalers like AWS $DOCN Google Cloud and others Fantastic YoY revenue growth but two issues: [--]. That growth is off of a small base [--]. I dont see how they can outspend competitors Thoughts"  
[X Link](https://x.com/LiebermanAustin/status/1970924718514635148)  2025-09-24T18:54Z 61.2K followers, [----] engagements


"$RKLB is up like 600%. A 6% pull back is NOT an automatic buying opportunity. Im saying this while Im long $RKLB Be careful who you follow folks"  
[X Link](https://x.com/LiebermanAustin/status/1970932955028787654)  2025-09-24T19:26Z 60K followers, [----] engagements


"PSA A 20%+ CAGR is not normal. Youre not an investing prophet. Your returns have been lifted by a very strong overall market. Especially in growth stocks. So have mine. Now is a good time to consider trimming companies that are up 300%+ in the last [--] years that have become oversized positions in your portfolio. Not saying panic and go to cash. Just important to know that this isnt normal and it wont last forever"  
[X Link](https://x.com/LiebermanAustin/status/1971215169683370042)  2025-09-25T14:08Z 59.7K followers, [----] engagements


"The problem with $OPEN is that they own [----] homes that they paid roughly $1.5B for at the top of a very inflated housing market after a [--] year bull run for the economy and stock market. To make money they need to keep selling (and buying) homes. The model might work over the long term if the company can survive. But the Open Army wont have the patience for a stock that trades down or sideways for [--] years during a downturn. They want results now. The company has two options [--]. Move to an asset light model where theres less risk because they stop buying houses [--]. Keep borrowing money to buy"  
[X Link](https://x.com/LiebermanAustin/status/1971217945620546047)  2025-09-25T14:19Z 59.7K followers, [----] engagements


"@SafeerInvests Would guess a lot of that is new builds bs existing home sales"  
[X Link](https://x.com/LiebermanAustin/status/1971219376591471097)  2025-09-25T14:24Z 59.7K followers, [--] engagements


"I dont know @StockSavvyShay beyond some DMs but in my interactions with him hes been great. People are accusing him of being paid to promote stocks and being shady about it. The guy has Futurum in his banner and calls out that he is their chief market strategist. On his part that doesnt seem shady to me. I obviously dont know if hes ever been paid to promote a stock because I have no access to private records etc. Now would I want to own a publicly traded stock that hires a guy who is as busy as Shay seems to be running his own stuff to be their chief strategist (whatever that means) No but"  
[X Link](https://x.com/LiebermanAustin/status/1971221146319139223)  2025-09-25T14:31Z 60.1K followers, 75.5K engagements


"Carmax might be the canary in the coal mine. $KMX is down 22% today and 52% over the last [--] years after posting earnings that spooked investors. Net sales and operating revenues decreased 6.0% Total gross profit decreased 5.6% from the prior year Net earnings per diluted sharedecreased 24.7% CarMax Auto Finance (CAF) income decreased 11.2% SG&A expenses decreased 1.6% to $601.1 million however SG&A as a percent of gross profit increased to 83.8% from 80.3% due to the decline in gross profit. Allowance for loan losses increased to $507.3 million or 3.02% of auto loans held for investment up"  
[X Link](https://x.com/LiebermanAustin/status/1971229694751043626)  2025-09-25T15:05Z 61.1K followers, [----] engagements


"Having the opportunity to invest in public companies is one of the coolest things ever. You can literally become part owner of the best companies in the world do nothing and 10x 100x or even 1000x your money. Blows my mind"  
[X Link](https://x.com/LiebermanAustin/status/1971352485806866819)  2025-09-25T23:13Z 59.7K followers, [----] engagements


"@0xfarmed Yeah I struggle with this too. But on the flip side we have $3T market cap companies which is something I couldnt fathom [--] years ago 🤷♂"  
[X Link](https://x.com/LiebermanAustin/status/1971354016929169491)  2025-09-25T23:19Z 59.7K followers, [--] engagements


"Im a big believer in the growth potential for AI and the demand for compute which will benefit cloud providers. So Im excited when I come across stocks like $NBIS. Heres a rough attempt at coming up with potential scenarios to figure out if $NBIS is a great opportunity or overvalued. Management raised guidance to $900M in ARR by the end of [----] so we will start our scenario with that Then we can run three growth scenarios over the next [--] years Conservative: 20% Moderate: 50% Optimistic: 80%"  
[X Link](https://x.com/LiebermanAustin/status/1971581763685110027)  2025-09-26T14:24Z 60.2K followers, [----] engagements


"Then we can apply a slightly contracting P/S multiple overtime because multiples typically contract as the numbers get larger. In [----] if we go with the moderate revenue growth of 50%/yr we get to $4.56B in annual revenue Apply a 10x p/s multiple which is probably pretty fair when comparing to other cloud hyperscalers and you get a market cap of $45B. Apply 20x and you get to $90B Important to remember this does not incorporate dilution from stock based compensation and issuing shares to raise money for their data center build out. So in these scenarios you get somewhere between a 2x - 4x in"  
[X Link](https://x.com/LiebermanAustin/status/1971581798359736554)  2025-09-26T14:25Z 60.1K followers, [----] engagements


"This is a very simplistic look. Do you think $NBIS outperforms that revenue growth estimate Should it get a higher multiple than other cloud competitors Im going to do a deeper look into $NBIS this weekend to decide if I want to invest my hard earned money in the company. If youre interested Ill be sending it to subscribers this weekend. https://austin.substack.com/p/full-portfolio-update-110-and-september https://austin.substack.com/p/full-portfolio-update-110-and-september"  
[X Link](https://x.com/LiebermanAustin/status/1971581802499510381)  2025-09-26T14:25Z 59.7K followers, [----] engagements


"625% YoY revenue growth but also a few things to watch out for. Just covered $NBIS and shared a full portfolio update in my newsletter"  
[X Link](https://x.com/LiebermanAustin/status/1972609590908076179)  2025-09-29T10:29Z 60.2K followers, [----] engagements


"The $CSU sell-off looks scary. But if you zoom out it might be one of the best long-term buying opportunities in years. Constellation is a compounding machine: 30%+ IRR on acquisitions for decades Disciplined capital allocation playbook Culture of decentralization & autonomy that competitors cant copy Todays sell-off isnt about fundamentalsits about short-term sentiment: Integration noise Macro jitters Rotation out of compounders Management transition None of that changes the fact CSU keeps growing FCF/share year after year. Great businesses rarely go on sale. When they do its usually because"  
[X Link](https://x.com/LiebermanAustin/status/1972975050920767832)  2025-09-30T10:41Z 61.3K followers, [----] engagements


"$CSU is a truly legendary company. Since [----] it's up 3419% turning an initial $10k investment into over $350k. How'd it get there Earnings grew 1586% AND the P/E multiple expanded from [--] to [--]. Shares are currently down 28%. Good time to buy"  
[X Link](https://x.com/LiebermanAustin/status/1973037319558136080)  2025-09-30T14:48Z 61.3K followers, [----] engagements


"$CSU is expected to grow earnings by 16% per year for the next [--] years. If we take it's average P/E of [--] over the last [--] years and project that out through [----] investors would get a 40% return from current prices. That's 16% per year. Pretty great returns but much lower than the 32% annual returns since the last [--] years. Investors also have to factor in risks to their decision and ultimately make the choice they're comfortable with"  
[X Link](https://x.com/LiebermanAustin/status/1973037325304107352)  2025-09-30T14:48Z 61.3K followers, [----] engagements


"$FLY down 30% YTD after its second failed launch attempt. Not a good look to build customer or investor confidence"  
[X Link](https://x.com/LiebermanAustin/status/1973119713845633482)  2025-09-30T20:16Z 60.2K followers, [----] engagements


"$MELI down 15% from its highs while the business continues to execute and grow their leadership position. Starting to get exciting"  
[X Link](https://x.com/LiebermanAustin/status/1973124078509633963)  2025-09-30T20:33Z 60.5K followers, [----] engagements


"Interesting idea but @raunaqsingh87 where does the difference between the loan value the buyers assume and the sale price come from Do they get another mortgage at a higher rate or need cash for the difference 1/ NEW from Roam⚡ Millions of homeowners are stuck. They locked a 3% rate but moving means jumping to 67%. So they wait. Roam now gives them a better way. 🧵 https://t.co/Xm6NwRB9hF 1/ NEW from Roam⚡ Millions of homeowners are stuck. They locked a 3% rate but moving means jumping to 67%. So they wait. Roam now gives them a better way. 🧵 https://t.co/Xm6NwRB9hF"  
[X Link](https://x.com/LiebermanAustin/status/1973203895825699124)  2025-10-01T01:50Z 59.8K followers, [--] engagements


"$NBIS is not profitable. Last quarter operating income was -$111M on $105M of revenue. Meaning a MINUS 105% operating margin. Thats what the company made from actually running its business. Only reason it had net income was from one-off sales of business units. $CRWV just signed a $14.2 billion agreement with $META. Does this make it a better Investment then $NBIS CoreWeave is currently generating approximately [--] times more revenue and operating 10x more GPUS then Nebius. It has double the marketcap of Nebius and huge partnerships https://t.co/gZE30efGPT $CRWV just signed a $14.2 billion"  
[X Link](https://x.com/LiebermanAustin/status/1973435741847028193)  2025-10-01T17:12Z 60.1K followers, 16.2K engagements


"A lot of minds are changing about $GOOGL Dylans takes on OpenAI Anthropic AMD xAI Oracle Meta & Google: OpenAI Super awesome. Anthropic I'm actually more optimistic on Anthropic than I am OpenAITheir revenue is accelerating way faster because what they're focused on is more relevant to that $2 Dylans takes on OpenAI Anthropic AMD xAI Oracle Meta & Google: OpenAI Super awesome. Anthropic I'm actually more optimistic on Anthropic than I am OpenAITheir revenue is accelerating way faster because what they're focused on is more relevant to that $2"  
[X Link](https://x.com/LiebermanAustin/status/1973437654588072166)  2025-10-01T17:19Z 60.5K followers, [----] engagements


"Major cheat code for investors: when you find a stock you like. Divide the money you want to invest by [--]. Then invest equal amounts every month for the next [--] months. If it goes up youll be fully invested in [--] months. If it goes down youll get to buy at lower prices. Win"  
[X Link](https://x.com/LiebermanAustin/status/1973520048666079414)  2025-10-01T22:47Z 60.1K followers, [----] engagements


"Ive never seen such a meaningless initiative get so much hype. This will have [--] influence on persuading someone to buy an $OPEN house. But smart for management to try to incentivize buyers. If they keep iterating they might find something that moves the needle. At @Opendoor we want you to love your home. Starting today Opendoor buyers get exclusive benefits: [--]. 7-day home test drive [--]. [---] day home warranty This is just the beginning. https://t.co/EOBVeDQIgJ At @Opendoor we want you to love your home. Starting today Opendoor buyers get exclusive benefits: [--]. 7-day home test drive [--]. [---] day"  
[X Link](https://x.com/LiebermanAustin/status/1973581640564953540)  2025-10-02T02:51Z 60.1K followers, [----] engagements


"I agree that its impressive to see them ramp up innovation. The particular challenge for $OPEN is that they have a hard asset on their balance sheet (real estate) and a business they have to fund at a very challenging point for the housing market. So the what is actually very important"  
[X Link](https://x.com/LiebermanAustin/status/1973677667816735086)  2025-10-02T09:13Z 59.9K followers, [---] engagements


"Lots of reasons. While its good to see deals like that for $NBIS its important to realize those are meaningless amounts of revenue for a company like $MSFT so its not a signal that Microsoft has decided Nebius is the dominant player in the industry. My point in the reply to your original tweet is that so many times the next blank of the blank industry is the blank that was mentioned first"  
[X Link](https://x.com/LiebermanAustin/status/1973679350093410446)  2025-10-02T09:20Z 59.9K followers, [---] engagements


"@AllOutOf0ptions $18B is meaningless for $MSFT so its important to not put too much weight behind that. Not saying $NBIS wont do great just saying its a very competitive industry and these deals were seeing dont mean much long-term"  
[X Link](https://x.com/LiebermanAustin/status/1973680155639103665)  2025-10-02T09:23Z 59.8K followers, [---] engagements


"Adam first thank you for taking the time to write such a thoughtful reply. Big fan of yours and I hope youre doing well. Ive actually moved many times and bought/sold several houses due to military assignments so trust me when I say I would LOVE for $OPEN to continue to innovate and improve the UX for the home buying process. Even after reading your reply Im still unconvinced that these specific initiatives will move the needle heres why [--]. The fact that this program is BEFORE closing is awesome. So thats a big W for the buyer. Obviously brings risks for $OPEN but Im sure this has been"  
[X Link](https://x.com/LiebermanAustin/status/1973686492426838263)  2025-10-02T09:48Z 59.9K followers, [---] engagements


"If youre interested in $OPEN and want more context on the new releases yesterday I highly recommend reading @adambains reply below. The context is that I replied to his tweet saying I dont think the release will be meaningful and he shared some great context. @LiebermanAustin I hear you but maybe some context is needed. The way the program works: You can move in [--] days early before the close. So it's simple and less involved and happens before a lot of the "commitment." How I suspect people will use it: They will do a very light move-in during the @LiebermanAustin I hear you but maybe some"  
[X Link](https://x.com/LiebermanAustin/status/1973687244662907101)  2025-10-02T09:51Z 60.1K followers, [----] engagements


"@StockMarketNerd Just the type of short term negative catalyst that creates a great opportunity to add shares of a generational winner thats already cheap"  
[X Link](https://x.com/LiebermanAustin/status/1973756651661644006)  2025-10-02T14:27Z 59.9K followers, [----] engagements


"@almondmilk @adambain There are definitely home warranties. No need to get angry. Just sharing a different perspective. Wish you the best"  
[X Link](https://x.com/LiebermanAustin/status/1973763985033003430)  2025-10-02T14:56Z 59.9K followers, [--] engagements


"None of this is guaranteed. Nothing in the market ever is. But by using a combination of historical data + future estimates we can gauge expectations and understand what needs to happen for a stock to out perform in the future. $MELI offers a rare combination of strong past performance (for over a decade) strong expected growth and a very reasonable valuation. This is the kind of opportunity I like in a market that feels very hyped and frothy in other sectors"  
[X Link](https://x.com/LiebermanAustin/status/1974059430888059327)  2025-10-03T10:30Z 61K followers, [----] engagements


"The AI boom is nothing like the .com bubble. There are real businesses providing real services earning real revenue. Im convinced the AI infrastructure buildout is one of the largest economic opportunities of our lifetime. But its also one of the riskiest"  
[X Link](https://x.com/LiebermanAustin/status/1974158676815720555)  2025-10-03T17:04Z 60.1K followers, [----] engagements


"So much CAPEX is going into building AI data centers right now entire supply chains are being changed and businesses are changing everything. If theres a major black swan or even if we somehow get ahead of ourselves on the buildout and demand drops the economic impacts could be far worse than .com"  
[X Link](https://x.com/LiebermanAustin/status/1974158678719607036)  2025-10-03T17:04Z 60.1K followers, [---] engagements


"From an individual company stand-point neo cloud providers are all the rage and locking in huge deals but the winners today arent necessarily going to be long term winners. People can innovate faster than ever theres tons of money funding new competitors right now"  
[X Link](https://x.com/LiebermanAustin/status/1974158683501482049)  2025-10-03T17:04Z 60.1K followers, [---] engagements


"I think its important ask what does a competitive advantage even look like in the age of AI"  
[X Link](https://x.com/LiebermanAustin/status/1974158685355323604)  2025-10-03T17:04Z 60.1K followers, [----] engagements


"$ADBE and $CRM are both down something like 30%+ and are cheap but I think theyre falling knives not opportunities. They both have HUGE user bases but their leads were established before AI tools cannabalized their moats. Sometimes things are cheap for a reason"  
[X Link](https://x.com/LiebermanAustin/status/1974428241239892051)  2025-10-04T10:55Z 61K followers, [----] engagements


"@dming Sales growth is slowing. They can manage EPS with share buybackswhich may make the investment work"  
[X Link](https://x.com/LiebermanAustin/status/1974452652051427376)  2025-10-04T12:32Z 60.1K followers, [---] engagements


"@samsolid57 Love it. Which companies"  
[X Link](https://x.com/LiebermanAustin/status/1974452726324142407)  2025-10-04T12:33Z 60.1K followers, [----] engagements


"Why cant a competitor come along with a talented team get funding and build a neo cloud out just as fast as $NBIS and $CRWV did I think the answer is they can but it may not matter because the amount of demand may be high enough to sustain them all. Which is true"  
[X Link](https://x.com/LiebermanAustin/status/1974463431576342814)  2025-10-04T13:15Z 61K followers, [----] engagements


"@scludweed Whats their sustainable competitive advantage"  
[X Link](https://x.com/LiebermanAustin/status/1974473775463743836)  2025-10-04T13:56Z 60.1K followers, [---] engagements


"@Asmallfish5 Yes but others are. Was just taking about the group in general"  
[X Link](https://x.com/LiebermanAustin/status/1974496365053980934)  2025-10-04T15:26Z 60.6K followers, [---] engagements


"@theBTCMiningGuy That makes me lean towards the $GOOGL $AMZN $BN $BX of the world"  
[X Link](https://x.com/LiebermanAustin/status/1974496544629092773)  2025-10-04T15:27Z 61.1K followers, [----] engagements


"@theBTCMiningGuy Are they still the most misunderstood though"  
[X Link](https://x.com/LiebermanAustin/status/1974503818302783893)  2025-10-04T15:56Z 60.1K followers, [---] engagements


"@fiscal_ai How have the returns been"  
[X Link](https://x.com/LiebermanAustin/status/1974542615275274314)  2025-10-04T18:30Z 60.1K followers, [----] engagements


"@RKLBMan They mentioned the other businesses as sources of capital (meaning selling them) and 95% of their prepared remarks and entire call was about the cloud biz. would not be surprised to see them sell off the other businesses within [--] yr"  
[X Link](https://x.com/LiebermanAustin/status/1974563000528101792)  2025-10-04T19:51Z 60.3K followers, [---] engagements


"Just found the bear case for $NBIS $CRWV $IREN 😅 Kidding. But in all seriousness space industry is just getting started. $RKLB has such a bright future. Jeff Bezos plans to build a data center in space within the next 10+ years. Unlimited solar energy available 24/7 space is an ideal location for data centers. $AMZN AWS is set to make major moves out there. https://t.co/KJCEO973eQ Jeff Bezos plans to build a data center in space within the next 10+ years. Unlimited solar energy available 24/7 space is an ideal location for data centers. $AMZN AWS is set to make major moves out there."  
[X Link](https://x.com/LiebermanAustin/status/1974639811614146876)  2025-10-05T00:56Z 60K followers, [----] engagements


"@babyfolio That screen shot is from management on an earnings call literally saying the other businesses are a source of capital"  
[X Link](https://x.com/LiebermanAustin/status/1974712422184419536)  2025-10-05T05:45Z 61.1K followers, [---] engagements


"@matt59606024 @babyfolio That screen shot is from management on an earnings call literally saying the other businesses are a source of capital"  
[X Link](https://x.com/LiebermanAustin/status/1974712490576756962)  2025-10-05T05:45Z 60.1K followers, [--] engagements


"@YeeTak8 Beautiful thing about investing is theres lot of stocks out there. Much more enjoyable to use this platform to have actual discussions and share ideas/perspectives. You should try it"  
[X Link](https://x.com/LiebermanAustin/status/1974713339122176380)  2025-10-05T05:48Z 61.1K followers, [---] engagements


"HOW $NBIS IS GOING TO FUND BILLIONS IN CAPEX: I think theyll sell off most/all of their non-core businesses to fund rapid growth in the most important thing their AI segment. But management could decide to issue shares which would dilute current shareholders (bad) but with the way the stock has appreciated may not be a bad move. Will be interesting to watch how management executes. I think $NBIS is going to sell off most/all of their non-core businesses within [--] months and I think thats the right call. The neocloud buildout is going to require a ton of capital. Theyll already have to dilute"  
[X Link](https://x.com/LiebermanAustin/status/1975163207414169798)  2025-10-06T11:36Z 61K followers, 13.6K engagements


"OpenAI is too big to fail and thats not a good thing"  
[X Link](https://x.com/LiebermanAustin/status/1975181324685287781)  2025-10-06T12:48Z 60.2K followers, [----] engagements


"@PetruGabriel So much circular CAPEX is based around OpenAI that if it fails its going to crush so much of the economy"  
[X Link](https://x.com/LiebermanAustin/status/1975184456597008555)  2025-10-06T13:00Z 60.2K followers, [--] engagements


"$IDR starting to get more popular Cost basis $11.38 Up 250% and trimmed as the position got a bit large. Continuing to hold the rest. Wait till the mainstream learns about $IDR https://t.co/Jage53itgW Wait till the mainstream learns about $IDR https://t.co/Jage53itgW"  
[X Link](https://x.com/LiebermanAustin/status/1975284357930602757)  2025-10-06T19:37Z 61.2K followers, [----] engagements


"Everyone is posting about $ORCL losing $100m on GPUs. No one is posting about how $GOOGL - who everyone said was dying because search no longer mattered is the best company to capitalize on the AI Boom because they have tremendous cash flowing businesses that they can leverage to heavily invest in AI. Theyre going use the Bezos playbook your CAPEX requirements and lack of runway is my opportunity"  
[X Link](https://x.com/LiebermanAustin/status/1975590790731567546)  2025-10-07T15:55Z 61.2K followers, [----] engagements


"The entire market is riding on one wildly unprofitable $500B company propping up over $10T in market cap. Wild times"  
[X Link](https://x.com/LiebermanAustin/status/1975950660656058572)  2025-10-08T15:45Z 60.2K followers, [----] engagements


"Were not in an AI Bubble. Were in the early innings of an AI Boom. There will certainly be volatility but thats normal and actually healthy. From my latest newsletter. Read it for free (link in my profile)"  
[X Link](https://x.com/LiebermanAustin/status/1975975894658482605)  2025-10-08T17:25Z 60.9K followers, [----] engagements


"Yankees season is over. Bet thats the last game with Boone as the coach"  
[X Link](https://x.com/LiebermanAustin/status/1976113770528374958)  2025-10-09T02:33Z 60.2K followers, [----] engagements


"$PATH up 8% pre-market. Are investors starting to understand the story My deep dive on UIPath in my reply to the tweet below 👇 $PATH is going all in on Agentic Automation which youre going to start hearing a lot more about. Trades at 4x next year revenue and a P/E under [--]. Management is making a big bet and if theyre right the stock is incredibly cheap https://t.co/zboqRfJLYp $PATH is going all in on Agentic Automation which youre going to start hearing a lot more about. Trades at 4x next year revenue and a P/E under [--]. Management is making a big bet and if theyre right the stock is"  
[X Link](https://x.com/LiebermanAustin/status/1976263099700347134)  2025-10-09T12:26Z 61.2K followers, [----] engagements


"YOU NEEED TO HEAR THIS Youre not an investing genius. The market has lifted all boats and investing is not this easy. If youre sitting on life changing gains theres nothing wrong with selling to lock some in. I am 100% certain there will be a 30% market wide pullback and some of the top stocks today will crash 80%+. I dont know when but this is how the market works. Im not saying sell everything but if youre sitting on life changing gains and you lose them you might never forgive yourself. Im going to keep investing but I only have money invested that I wont need for 5+ years and Im not using"  
[X Link](https://x.com/LiebermanAustin/status/1976359276294688890)  2025-10-09T18:49Z 61K followers, [----] engagements


"Unpopular opinion: You dont want your stocks to go up. If youre investing in great companies not just the next hot stock you should be cheering for the stock to stay flat or even go down so you can buy more shares over time"  
[X Link](https://x.com/LiebermanAustin/status/1976382873667240421)  2025-10-09T20:22Z 61.2K followers, [----] engagements


"If you are stressed out by how much your portfolio is down today its a sign youre not investing right for your own personality/situation"  
[X Link](https://x.com/LiebermanAustin/status/1976679892625260760)  2025-10-10T16:03Z 61.1K followers, [----] engagements


"@vladtenev Seems unethical to be able to move money from your investment accounts to gambling with the click of a button"  
[X Link](https://x.com/LiebermanAustin/status/1976752693306884514)  2025-10-10T20:52Z 60.8K followers, [----] engagements


"@Stan_Fr31 Im bullish on $RKLB but just sold most of my shares because I think its priced for perfection. What makes you so confident theyll have $15B in revenue and still trade at 25x sales [--] years from now Just sent this to my subscribers (link in my profile). Ive taken the opportunity to sell 50% of our Rocket Lab $RKLB shares. Im a big fan of the company but I simply cant justify its valuation. Its a very capital-intensive business trading at around 60x sales and our https://t.co/npxldkzrSX Just sent this to my subscribers (link in my profile). Ive taken the opportunity to sell 50% of"  
[X Link](https://x.com/LiebermanAustin/status/1976988554216849752)  2025-10-11T12:29Z 61K followers, [----] engagements


"@chris_rempel @Yan_Chota I own $IREN as well but its much riskier. Also potential for more reward"  
[X Link](https://x.com/LiebermanAustin/status/1977283747574956542)  2025-10-12T08:02Z 61.1K followers, [---] engagements


"@thgstar2 @CKalaleh77112 I own $IREN as well. Just much riskier. And $BN is a legendary compounder that is growing"  
[X Link](https://x.com/LiebermanAustin/status/1977284895610155467)  2025-10-12T08:07Z 61.3K followers, [---] engagements


"If you want my free weekly updates covering under-followed small cap stocks subscribe to my 100% free newsletter. I only send ONE email per week because long-term investing doesnt need to be complicated. https://austin.substack.com/ https://austin.substack.com/"  
[X Link](https://x.com/LiebermanAustin/status/1977343663735808060)  2025-10-12T12:00Z 61.1K followers, [----] engagements


"The weekends are great because I can take a break from losing money on the stock market and spend time getting yelled at by my kids"  
[X Link](https://x.com/LiebermanAustin/status/1977377996295061850)  2025-10-12T14:17Z 60.7K followers, [----] engagements


"@edodreaming Why"  
[X Link](https://x.com/LiebermanAustin/status/1977428989632479372)  2025-10-12T17:39Z 61K followers, [----] engagements


"Serious question why cant AI make a crypto currency that disrupts and displaces Bitcoin"  
[X Link](https://x.com/LiebermanAustin/status/1977504057129312732)  2025-10-12T22:38Z 61.1K followers, [----] engagements


"@lennysan @MelanieCanva Why didnt Adobe stop them before they became a threat"  
[X Link](https://x.com/LiebermanAustin/status/1977893584188657961)  2025-10-14T00:25Z 61.1K followers, [---] engagements


"@nahuakang What am I misunderstanding"  
[X Link](https://x.com/LiebermanAustin/status/1978090403535466861)  2025-10-14T13:27Z 61.1K followers, [--] engagements


"IREN is trading at about a 75% discount to its neocloud peer group Cantor Fitzgerald raised their $IREN price target to $100 from $49 yesterday even though the stock is already up over 500% this year"  
[X Link](https://x.com/LiebermanAustin/status/1978393874453151751)  2025-10-15T09:33Z 61.3K followers, [----] engagements


"So OpenAIs path to profitability is to disrupt Only Fans We made ChatGPT pretty restrictive to make sure we were being careful with mental health issues. We realize this made it less useful/enjoyable to many users who had no mental health problems but given the seriousness of the issue we wanted to get this right. Now that we have We made ChatGPT pretty restrictive to make sure we were being careful with mental health issues. We realize this made it less useful/enjoyable to many users who had no mental health problems but given the seriousness of the issue we wanted to get this right. Now"  
[X Link](https://x.com/LiebermanAustin/status/1978400162080030832)  2025-10-15T09:58Z 61.3K followers, [----] engagements


"I couldnt figure out why the hyperscalers and even Nvidia OpenAI or any other company with a strong balance sheet dont just become a Neocloud provider for themselves or for others I think it was the @dylan522p interview with @patrick_oshag that made it click. The hyperscalers Nvidia and OpenAI are partnering with the neoclouds because it puts all the capex buildout risk on the neoclouds themselves. So thats the risk (and the opportunity) for companies like $NBIS $CRWV $IREN etc. [--]. Everyone is super bullish about the infrastructure opportunity so theyre forecasting hyper growth out several"  
[X Link](https://x.com/LiebermanAustin/status/1978404801642746185)  2025-10-15T10:17Z 61.3K followers, [----] engagements


"@Nugget_Trades @CanadaKaz Thats the script 😉"  
[X Link](https://x.com/LiebermanAustin/status/1978408605868015812)  2025-10-15T10:32Z 61.1K followers, [--] engagements


"If youre interested in $TSM heres a quick write up I did on September 10th. https://austin.substack.com/p/new-buy-taiwan-semiconductor https://austin.substack.com/p/new-buy-taiwan-semiconductor"  
[X Link](https://x.com/LiebermanAustin/status/1978771970771636495)  2025-10-16T10:36Z 61.3K followers, [----] engagements


"Owning a home at these prices is still 10x better than renting (if you have kids). Just make sure you can afford the home you buy"  
[X Link](https://x.com/LiebermanAustin/status/1978954995589374414)  2025-10-16T22:43Z 61.3K followers, [----] engagements


"To me this just means. Bull market not ending http://t.co/COpIcyKwrX"  
[X Link](https://x.com/LiebermanAustin/status/631554103911546880)  2015-08-12T19:53Z 55.6K followers, [--] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing