#  @Sandeman52 SandemanStocks SandemanStocks posts on X about ai, $nbis, mrbeast, if you the most. They currently have [------] followers and [--] posts still getting attention that total [------] engagements in the last [--] hours. ### Engagements: [------] [#](/creator/twitter::1525033786257334272/interactions)  - [--] Week [-------] +34% - [--] Month [---------] +211% - [--] Months [---------] +62% - [--] Year [----------] +592% ### Mentions: [--] [#](/creator/twitter::1525033786257334272/posts_active)  - [--] Week [--] -16% - [--] Month [---] +106% - [--] Months [-----] +330% - [--] Year [-----] +202% ### Followers: [------] [#](/creator/twitter::1525033786257334272/followers)  - [--] Week [------] +0.33% - [--] Month [------] +12% - [--] Months [------] +144% - [--] Year [------] +276% ### CreatorRank: [-------] [#](/creator/twitter::1525033786257334272/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) 21.88% [stocks](/list/stocks) 12.5% [technology brands](/list/technology-brands) 12.5% **Social topic influence** [ai](/topic/ai) 29.69%, [$nbis](/topic/$nbis) #51, [mrbeast](/topic/mrbeast) #1337, [if you](/topic/if-you) 6.25%, [bullish](/topic/bullish) #612, [anthropic](/topic/anthropic) #717, [kevin warsh](/topic/kevin-warsh) #266, [$nvda](/topic/$nvda) #1898, [the next](/topic/the-next) 3.13%, [federal reserve](/topic/federal-reserve) #829 **Top accounts mentioned or mentioned by** [@mrbeast](/creator/undefined) [@toptechstocksus](/creator/undefined) [@landoinvests](/creator/undefined) [@deepvaluebagger](/creator/undefined) [@william_r2rclub](/creator/undefined) [@jamesmo48948625](/creator/undefined) [@greenbreadmaker](/creator/undefined) [@longinvest32](/creator/undefined) [@para_capital](/creator/undefined) [@spiralout_one](/creator/undefined) [@wsm_97](/creator/undefined) [@tothemoonpt](/creator/undefined) [@shortshoward](/creator/undefined) [@trustlessstate](/creator/undefined) [@amitisinvesting](/creator/undefined) [@babyfolio](/creator/undefined) [@yodastockinvest](/creator/undefined) [@mrbeastcasting](/creator/undefined) [@stocktradermax](/creator/undefined) [@gabrelyanov](/creator/undefined) **Top assets mentioned** [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Iris Energy Limited (IREN)](/topic/$iren) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Micron Technology, Inc. (MU)](/topic/$mu) [Morgan Stanley (MS)](/topic/morgan-stanley) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Microsoft Corp. (MSFT)](/topic/microsoft) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Oracle Corporation (ORCL)](/topic/$orcl) [Metadium (META)](/topic/$meta) ### Top Social Posts Top posts by engagements in the last [--] hours "$NBIS name a better stock with the same upside and risk profile. Before you answer please understand this is called Nebius GROUP for a reason. If you dont understand the group part your answer already has lost credibility" [X Link](https://x.com/Sandeman52/status/2010468832562098529) 2026-01-11T21:48Z 25.6K followers, 16.3K engagements "Great write up on Kevin Warsh. Bullish on AI" [X Link](https://x.com/Sandeman52/status/2017945934462591266) 2026-02-01T12:59Z 25.6K followers, 22.5K engagements "Everyone should watch this. Dude is known for clowning and trolling but hes spot on here" [X Link](https://x.com/Sandeman52/status/2019507497652932673) 2026-02-05T20:24Z 25.6K followers, 17.8K engagements "This is where the exponential loop begins. More infrastructure enables better physical AI models. Better models enable more capable robots. More capable robots justify larger deployments. Larger deployments require more infrastructure. The cycle feeds itself" [X Link](https://x.com/Sandeman52/status/2020241098598461756) 2026-02-07T20:59Z 25.6K followers, [---] engagements "Training demand grows because physical AI requires massive real-world simulation. Before robots operate safely in reality they must train in digital environments at enormous scale. Simulation becomes one of the largest compute workloads ever created" [X Link](https://x.com/Sandeman52/status/2020241110283743488) 2026-02-07T20:59Z 25.6K followers, [---] engagements "Factories warehouses transportation networks and energy systems will all require AI control layers. Physical AI does not replace cloud infrastructure. It multiplies it. The world itself becomes a compute customer" [X Link](https://x.com/Sandeman52/status/2020241121935519828) 2026-02-07T20:59Z 25.6K followers, [---] engagements "@YodaStockInvest Have the best time of your life. Stay single travel but at the same time invest and save. By the time you settle down you can retire. And when you have kids you are ready and able to support them" [X Link](https://x.com/Sandeman52/status/2020305837059957203) 2026-02-08T01:17Z 25.6K followers, [----] engagements "The real question for investors is not this quarters earnings. It is whether NBIS continues to look like a default independent AI infrastructure platform. If that remains true time horizon matters more than quarterly volatility" [X Link](https://x.com/Sandeman52/status/2020513063183716442) 2026-02-08T15:00Z 25.6K followers, [---] engagements "@LandoInvests @MrBeast Thanks" [X Link](https://x.com/Sandeman52/status/2020982349668942124) 2026-02-09T22:05Z 25.6K followers, [--] engagements "-- Economists say the expected transition to Kevin Warsh as chair of the Federal Reserve is unlikely to shift U.S. monetary policy meaningfully this year with both Barclays and Morgan Stanley highlighting that the Federal Open Market Committee not the incoming chair will determine the path of interest rates" [X Link](https://x.com/Sandeman52/status/2018369229297229861) 2026-02-02T17:01Z 25.6K followers, [----] engagements "Reminder following Elliot Wave theory blindly on a stock with bad fundamentals will wreck you. Without fundamentals no Fibonacci level will save you. RE: $PYPL 👀" [X Link](https://x.com/Sandeman52/status/2018715630942224612) 2026-02-03T15:58Z 25.6K followers, [----] engagements "No stake in Google or $IREN but routing for both after the bell. 👊💪" [X Link](https://x.com/Sandeman52/status/2019153670693413200) 2026-02-04T20:58Z 25.6K followers, 11.9K engagements "Good luck $IREN holders. We are routing for you" [X Link](https://x.com/Sandeman52/status/2019516406929248601) 2026-02-05T21:00Z 25.6K followers, 15.6K engagements "I had [--] people unfollow me yesterday. All I did was post positive tweets about staying calm dont panic know what you own etc.you get the point. Those people probably also sold at the bottom. Being successful is not 100% about picking the right stocks. Its 85% of having the right attitude and mindset. I wonder how those people are doing today" [X Link](https://x.com/Sandeman52/status/2019808277865832857) 2026-02-06T16:19Z 25.6K followers, [----] engagements "@TopTechStocksUS @MrBeast @mrbeastcasting Thanks for the info. My kid would freak out if I actually got on" [X Link](https://x.com/Sandeman52/status/2020972085850595512) 2026-02-09T21:24Z 25.6K followers, [---] engagements "@TopTechStocksUS @MrBeast Awesome thanks bro" [X Link](https://x.com/Sandeman52/status/2020972320098222460) 2026-02-09T21:25Z 25.6K followers, [---] engagements "@greenbreadmaker @MrBeast For the kids" [X Link](https://x.com/Sandeman52/status/2021019760318873957) 2026-02-10T00:33Z 25.6K followers, [--] engagements "I turned $50k into over $10M in [--] years. It took me [--] years to save that $50k. Anyone can do this I blew up my account twice along the way. But I never gave up. It was a grind Join my Substack and pay $49.99 per month Ill show you how I did it. Just kidding. I dont charge a penny. Its all free. I pay it forward. Karma is the best currency. I dont need or want your money. 👊 (No offense to the ones who charge. I know some of you pour in hours and hours of work) Honestly if I charged I feel like Id be obligated to post DD on new stocks constantly. When my success has always been to" [X Link](https://x.com/Sandeman52/status/2013270211265228871) 2026-01-19T15:19Z 25.7K followers, 126.7K engagements "🚨 Breaking: (Bloomberg) Wall Street has been skeptical about software stocks for a while but sentiment has gone from bearish to doomsday lately with traders dumping shares of companies across the industry as fears about the destruction to be wrought by artificial intelligence pile up. We call it the SaaSpocalypse an apocalypse for software-as-a-service stocks said Jeffrey Favuzza who works on the equity trading desk at Jefferies. Trading is very much get me out style selling. My take: this is overblown just as AI bubble was overblown. Though some SAAS may be cooked. Not all" [X Link](https://x.com/Sandeman52/status/2018824614831599931) 2026-02-03T23:11Z 25.7K followers, 10.6K engagements "The first wave of AI infrastructure was built for language models and digital intelligence. Massive GPU clusters AI clouds and training supercomputers were designed to think write and reason. Physical AI changes the demand curve entirely. Thread--" [X Link](https://x.com/Sandeman52/status/2020241051630629240) 2026-02-07T20:59Z 25.7K followers, [----] engagements "Hes right. Sell covered calls" [X Link](https://x.com/Sandeman52/status/2020265146497790395) 2026-02-07T22:35Z 25.7K followers, 14.1K engagements "AI infrastructure is becoming a strategic layer of the global economy. Compute is turning into energy-like infrastructure. And companies that control large-scale GPU capacity will have structural leverage for years" [X Link](https://x.com/Sandeman52/status/2020513075036860619) 2026-02-08T15:00Z 25.7K followers, [----] engagements "$NBIS People are still thinking about AI infrastructure like its a normal cloud cycle. Its not. Were watching the early buildout of the physical backbone of the AI economy. And by [----] that backbone could be worth trillions. For $NBIS a SP of $800 to $1900 in [----] is a distinct possibility Thread--" [X Link](https://x.com/Sandeman52/status/2020874841222770844) 2026-02-09T14:58Z 25.7K followers, 43.4K engagements "$NBIS doesnt need to dominate the market to win. Even a small share of global AI compute could justify a valuation many multiples higher than today" [X Link](https://x.com/Sandeman52/status/2020874971451695370) 2026-02-09T14:58Z 25.7K followers, [----] engagements "@StockTrader_Max @MrBeast Id buy shares if it got me on the show 🫡" [X Link](https://x.com/Sandeman52/status/2020966127514595408) 2026-02-09T21:00Z 25.7K followers, [---] engagements "@LandoInvests @MrBeast They like the old and new stuff" [X Link](https://x.com/Sandeman52/status/2020966662795628966) 2026-02-09T21:02Z 25.7K followers, [---] engagements "With $NBIS acquiring Tavily today here is a quick AI agent 101: While many still see AI as a Q&A tool we're transitioning to a phase where AI executes tasks manages workflows and operates with minimal oversight. Here's what that means for the future: An AI agent is software that can: - Understand a goal - Plan steps to achieve it - Use tools like APIs databases browsers and code execution - Adapt based on results - Operate without constant human input Instead of asking AI for a single response you give it an objective. Examples: - Research competitors and produce a presentation - Monitor GPU" [X Link](https://x.com/Sandeman52/status/2021252378188709955) 2026-02-10T15:58Z 25.7K followers, [----] engagements "$NBIS Nice find by @gabrelyanov 👀" [X Link](https://x.com/Sandeman52/status/2018837361086599184) 2026-02-04T00:01Z 25.7K followers, 15.3K engagements "$NBIS price action just following market. Cant let it bother you if you are holding long. Part of the game we play" [X Link](https://x.com/Sandeman52/status/2019063402736357866) 2026-02-04T15:00Z 25.7K followers, 11.8K engagements "Fear and feelings will lead to failure in the stock market" [X Link](https://x.com/Sandeman52/status/2019097501245350344) 2026-02-04T17:15Z 25.7K followers, [----] engagements "$NBIS wow great news The team keeps executing" [X Link](https://x.com/Sandeman52/status/2019378119879323835) 2026-02-05T11:50Z 25.7K followers, 10.6K engagements "$NBIS the business story keeps getting better. Yesterdays sell off was not on abnormally high volume. Keep that in mind. Who knows what happens today.in the long run it doesnt matter. Macro will do its macro things" [X Link](https://x.com/Sandeman52/status/2019395194269860187) 2026-02-05T12:58Z 25.7K followers, 10.8K engagements "Insanely bullish statement by Jensen. In [--] years $NBIS will be over $1000 per share" [X Link](https://x.com/Sandeman52/status/2019874654010192353) 2026-02-06T20:43Z 25.7K followers, 39.9K engagements "$NBIS if they do become the default cloud for physical AI that can be worth numbers I dont even want to speak because you would not believe me and call me a pumper. The numbers are insane if that ever happened. Even a piece of it. Physical AI will be bigger than most can fathom" [X Link](https://x.com/Sandeman52/status/2019877843568566350) 2026-02-06T20:56Z 25.7K followers, 24K engagements "I think $Hims is a sinking ship. IMO if you are following some of the mega accounts still pumping this be careful" [X Link](https://x.com/Sandeman52/status/2019964746418597934) 2026-02-07T02:41Z 25.7K followers, 24.1K engagements "$NBIS earnings are coming up and this one matters more than most people realize. Were no longer talking about a startup AI cloud story. Were talking about execution against massive contracted demand. Heres what Im watching" [X Link](https://x.com/Sandeman52/status/2020512992077697144) 2026-02-08T15:00Z 25.7K followers, 13.8K engagements "Fading the consensus. Lets go pats" [X Link](https://x.com/Sandeman52/status/2020606792909406470) 2026-02-08T21:12Z 25.7K followers, [----] engagements "Between now and [----] the key variables to watch are simple: GPU deployment Power capacity Revenue growth Utilization rates Operating margins Everything else is noise" [X Link](https://x.com/Sandeman52/status/2020874983225127205) 2026-02-09T14:58Z 25.7K followers, [----] engagements "My kid says his biggest wish is for me to be a contestant on @MrBeast show. Anyone know how to make that happen😬🤓" [X Link](https://x.com/Sandeman52/status/2020962189109334443) 2026-02-09T20:45Z 25.7K followers, [----] engagements "I also take the cash from the call premiums and sell puts with it. Stacking premiums is the ultra hack" [X Link](https://x.com/Sandeman52/status/2020973584341139567) 2026-02-09T21:30Z 25.7K followers, [----] engagements "Anthropic is planning to secure up to [--] gigawatts (GW) of AI computing capacity over the next several years. They will most certainly be looking at many different entities to fulfill this. Id be shocked if $NBIS doesnt get a piece" [X Link](https://x.com/Sandeman52/status/2020976025824620921) 2026-02-09T21:40Z 25.7K followers, 13.4K engagements "AI CAPEX is the most important metric that will predict AI winners and losers years from now. Old school Wall Street hates it. They will soon learnThe truth is the more the better. The pics and shovels companies will thrive. We all know Im tagging $NBIS. But we could tag dozens of companies that will benefit" [X Link](https://x.com/Sandeman52/status/2020981450481225766) 2026-02-09T22:01Z 25.7K followers, [----] engagements "@MB_Hogan Well Id prefer Anthropic over Open AI for sure. Im guessing NBIS will get contracts with Anthropic but not sure if it would be classified as a partnership" [X Link](https://x.com/Sandeman52/status/2020981956524323076) 2026-02-09T22:03Z 25.7K followers, [---] engagements "If $NBIS raises ARR guidance above the expected $7 to $9 billion range on Thursday the market will not just see a strong quarter. It will see accelerating demand for AI infrastructure. ARR is the metric investors care about most for AI cloud companies right now because it shows how quickly compute capacity is being filled and monetized. A guidance increase would signal that enterprise AI adoption is happening faster than expected GPU utilization is rising and demand for AI cloud capacity is stronger than current models assume. But most importantly they are able to execute their buildout plans" [X Link](https://x.com/Sandeman52/status/2021201396595359818) 2026-02-10T12:35Z 25.7K followers, [----] engagements "Pure FUD. These were all red team tests with specific hypothetical prompts. These models dont have survival instincts or desires. They are generating responses that optimize instructions given in the test scenario sometimes in undesirable ways. Its closer to: The model followed the logic of the prompt too literally than The AI wanted to stay alive. Some extreme hypothetical test prompts explored whether models might take harmful actions if autonomy and goals conflicted. These were text-only simulations not physical actions or real systems" [X Link](https://x.com/Sandeman52/status/2021633898879283469) 2026-02-11T17:14Z 25.7K followers, [----] engagements "@longinvest32 Anything can happen but I disagree that everyone is bullish. There are many haters. Your algo is just feeding the positive posts to you" [X Link](https://x.com/Sandeman52/status/2021635619685036419) 2026-02-11T17:21Z 25.7K followers, [----] engagements "$NBIS for earnings tomorrow all we really need is the $7-$9B ARR to stay on track. Anything extra like: -Shelf offering closed -New hyper scaler contracts -New DCs we dont know of -Increased [----] guidance -A peek at [----] numbers (being extra positive) And Ill consider that a nice surprise. Im long term here. So if guidance stays the same and for some reason it goes down for a few days Im prepared with a lil cash" [X Link](https://x.com/Sandeman52/status/2021683789584273509) 2026-02-11T20:32Z 25.7K followers, [----] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@Sandeman52 SandemanStocks
SandemanStocks posts on X about ai, $nbis, mrbeast, if you the most. They currently have [------] followers and [--] posts still getting attention that total [------] engagements in the last [--] hours.
Engagements: [------] #
- [--] Week [-------] +34%
- [--] Month [---------] +211%
- [--] Months [---------] +62%
- [--] Year [----------] +592%
Mentions: [--] #
- [--] Week [--] -16%
- [--] Month [---] +106%
- [--] Months [-----] +330%
- [--] Year [-----] +202%
Followers: [------] #
- [--] Week [------] +0.33%
- [--] Month [------] +12%
- [--] Months [------] +144%
- [--] Year [------] +276%
CreatorRank: [-------] #
Social Influence
Social category influence finance 21.88% stocks 12.5% technology brands 12.5%
Social topic influence ai 29.69%, $nbis #51, mrbeast #1337, if you 6.25%, bullish #612, anthropic #717, kevin warsh #266, $nvda #1898, the next 3.13%, federal reserve #829
Top accounts mentioned or mentioned by @mrbeast @toptechstocksus @landoinvests @deepvaluebagger @william_r2rclub @jamesmo48948625 @greenbreadmaker @longinvest32 @para_capital @spiralout_one @wsm_97 @tothemoonpt @shortshoward @trustlessstate @amitisinvesting @babyfolio @yodastockinvest @mrbeastcasting @stocktradermax @gabrelyanov
Top assets mentioned Nebius Group N.V. Class A Ordinary Shares (NBIS) NVIDIA Corp. (NVDA) Iris Energy Limited (IREN) Alphabet Inc Class A (GOOGL) Micron Technology, Inc. (MU) Morgan Stanley (MS) PayPal Holdings Inc (PYPL) Hims & Hers Health, Inc. (HIMS) Microsoft Corp. (MSFT) Amazon.com, Inc. (AMZN) Oracle Corporation (ORCL) Metadium (META)
Top Social Posts
Top posts by engagements in the last [--] hours
"$NBIS name a better stock with the same upside and risk profile. Before you answer please understand this is called Nebius GROUP for a reason. If you dont understand the group part your answer already has lost credibility"
X Link 2026-01-11T21:48Z 25.6K followers, 16.3K engagements
"Great write up on Kevin Warsh. Bullish on AI"
X Link 2026-02-01T12:59Z 25.6K followers, 22.5K engagements
"Everyone should watch this. Dude is known for clowning and trolling but hes spot on here"
X Link 2026-02-05T20:24Z 25.6K followers, 17.8K engagements
"This is where the exponential loop begins. More infrastructure enables better physical AI models. Better models enable more capable robots. More capable robots justify larger deployments. Larger deployments require more infrastructure. The cycle feeds itself"
X Link 2026-02-07T20:59Z 25.6K followers, [---] engagements
"Training demand grows because physical AI requires massive real-world simulation. Before robots operate safely in reality they must train in digital environments at enormous scale. Simulation becomes one of the largest compute workloads ever created"
X Link 2026-02-07T20:59Z 25.6K followers, [---] engagements
"Factories warehouses transportation networks and energy systems will all require AI control layers. Physical AI does not replace cloud infrastructure. It multiplies it. The world itself becomes a compute customer"
X Link 2026-02-07T20:59Z 25.6K followers, [---] engagements
"@YodaStockInvest Have the best time of your life. Stay single travel but at the same time invest and save. By the time you settle down you can retire. And when you have kids you are ready and able to support them"
X Link 2026-02-08T01:17Z 25.6K followers, [----] engagements
"The real question for investors is not this quarters earnings. It is whether NBIS continues to look like a default independent AI infrastructure platform. If that remains true time horizon matters more than quarterly volatility"
X Link 2026-02-08T15:00Z 25.6K followers, [---] engagements
"@LandoInvests @MrBeast Thanks"
X Link 2026-02-09T22:05Z 25.6K followers, [--] engagements
"-- Economists say the expected transition to Kevin Warsh as chair of the Federal Reserve is unlikely to shift U.S. monetary policy meaningfully this year with both Barclays and Morgan Stanley highlighting that the Federal Open Market Committee not the incoming chair will determine the path of interest rates"
X Link 2026-02-02T17:01Z 25.6K followers, [----] engagements
"Reminder following Elliot Wave theory blindly on a stock with bad fundamentals will wreck you. Without fundamentals no Fibonacci level will save you. RE: $PYPL 👀"
X Link 2026-02-03T15:58Z 25.6K followers, [----] engagements
"No stake in Google or $IREN but routing for both after the bell. 👊💪"
X Link 2026-02-04T20:58Z 25.6K followers, 11.9K engagements
"Good luck $IREN holders. We are routing for you"
X Link 2026-02-05T21:00Z 25.6K followers, 15.6K engagements
"I had [--] people unfollow me yesterday. All I did was post positive tweets about staying calm dont panic know what you own etc.you get the point. Those people probably also sold at the bottom. Being successful is not 100% about picking the right stocks. Its 85% of having the right attitude and mindset. I wonder how those people are doing today"
X Link 2026-02-06T16:19Z 25.6K followers, [----] engagements
"@TopTechStocksUS @MrBeast @mrbeastcasting Thanks for the info. My kid would freak out if I actually got on"
X Link 2026-02-09T21:24Z 25.6K followers, [---] engagements
"@TopTechStocksUS @MrBeast Awesome thanks bro"
X Link 2026-02-09T21:25Z 25.6K followers, [---] engagements
"@greenbreadmaker @MrBeast For the kids"
X Link 2026-02-10T00:33Z 25.6K followers, [--] engagements
"I turned $50k into over $10M in [--] years. It took me [--] years to save that $50k. Anyone can do this I blew up my account twice along the way. But I never gave up. It was a grind Join my Substack and pay $49.99 per month Ill show you how I did it. Just kidding. I dont charge a penny. Its all free. I pay it forward. Karma is the best currency. I dont need or want your money. 👊 (No offense to the ones who charge. I know some of you pour in hours and hours of work) Honestly if I charged I feel like Id be obligated to post DD on new stocks constantly. When my success has always been to"
X Link 2026-01-19T15:19Z 25.7K followers, 126.7K engagements
"🚨 Breaking: (Bloomberg) Wall Street has been skeptical about software stocks for a while but sentiment has gone from bearish to doomsday lately with traders dumping shares of companies across the industry as fears about the destruction to be wrought by artificial intelligence pile up. We call it the SaaSpocalypse an apocalypse for software-as-a-service stocks said Jeffrey Favuzza who works on the equity trading desk at Jefferies. Trading is very much get me out style selling. My take: this is overblown just as AI bubble was overblown. Though some SAAS may be cooked. Not all"
X Link 2026-02-03T23:11Z 25.7K followers, 10.6K engagements
"The first wave of AI infrastructure was built for language models and digital intelligence. Massive GPU clusters AI clouds and training supercomputers were designed to think write and reason. Physical AI changes the demand curve entirely. Thread--"
X Link 2026-02-07T20:59Z 25.7K followers, [----] engagements
"Hes right. Sell covered calls"
X Link 2026-02-07T22:35Z 25.7K followers, 14.1K engagements
"AI infrastructure is becoming a strategic layer of the global economy. Compute is turning into energy-like infrastructure. And companies that control large-scale GPU capacity will have structural leverage for years"
X Link 2026-02-08T15:00Z 25.7K followers, [----] engagements
"$NBIS People are still thinking about AI infrastructure like its a normal cloud cycle. Its not. Were watching the early buildout of the physical backbone of the AI economy. And by [----] that backbone could be worth trillions. For $NBIS a SP of $800 to $1900 in [----] is a distinct possibility Thread--"
X Link 2026-02-09T14:58Z 25.7K followers, 43.4K engagements
"$NBIS doesnt need to dominate the market to win. Even a small share of global AI compute could justify a valuation many multiples higher than today"
X Link 2026-02-09T14:58Z 25.7K followers, [----] engagements
"@StockTrader_Max @MrBeast Id buy shares if it got me on the show 🫡"
X Link 2026-02-09T21:00Z 25.7K followers, [---] engagements
"@LandoInvests @MrBeast They like the old and new stuff"
X Link 2026-02-09T21:02Z 25.7K followers, [---] engagements
"With $NBIS acquiring Tavily today here is a quick AI agent 101: While many still see AI as a Q&A tool we're transitioning to a phase where AI executes tasks manages workflows and operates with minimal oversight. Here's what that means for the future: An AI agent is software that can: - Understand a goal - Plan steps to achieve it - Use tools like APIs databases browsers and code execution - Adapt based on results - Operate without constant human input Instead of asking AI for a single response you give it an objective. Examples: - Research competitors and produce a presentation - Monitor GPU"
X Link 2026-02-10T15:58Z 25.7K followers, [----] engagements
"$NBIS Nice find by @gabrelyanov 👀"
X Link 2026-02-04T00:01Z 25.7K followers, 15.3K engagements
"$NBIS price action just following market. Cant let it bother you if you are holding long. Part of the game we play"
X Link 2026-02-04T15:00Z 25.7K followers, 11.8K engagements
"Fear and feelings will lead to failure in the stock market"
X Link 2026-02-04T17:15Z 25.7K followers, [----] engagements
"$NBIS wow great news The team keeps executing"
X Link 2026-02-05T11:50Z 25.7K followers, 10.6K engagements
"$NBIS the business story keeps getting better. Yesterdays sell off was not on abnormally high volume. Keep that in mind. Who knows what happens today.in the long run it doesnt matter. Macro will do its macro things"
X Link 2026-02-05T12:58Z 25.7K followers, 10.8K engagements
"Insanely bullish statement by Jensen. In [--] years $NBIS will be over $1000 per share"
X Link 2026-02-06T20:43Z 25.7K followers, 39.9K engagements
"$NBIS if they do become the default cloud for physical AI that can be worth numbers I dont even want to speak because you would not believe me and call me a pumper. The numbers are insane if that ever happened. Even a piece of it. Physical AI will be bigger than most can fathom"
X Link 2026-02-06T20:56Z 25.7K followers, 24K engagements
"I think $Hims is a sinking ship. IMO if you are following some of the mega accounts still pumping this be careful"
X Link 2026-02-07T02:41Z 25.7K followers, 24.1K engagements
"$NBIS earnings are coming up and this one matters more than most people realize. Were no longer talking about a startup AI cloud story. Were talking about execution against massive contracted demand. Heres what Im watching"
X Link 2026-02-08T15:00Z 25.7K followers, 13.8K engagements
"Fading the consensus. Lets go pats"
X Link 2026-02-08T21:12Z 25.7K followers, [----] engagements
"Between now and [----] the key variables to watch are simple: GPU deployment Power capacity Revenue growth Utilization rates Operating margins Everything else is noise"
X Link 2026-02-09T14:58Z 25.7K followers, [----] engagements
"My kid says his biggest wish is for me to be a contestant on @MrBeast show. Anyone know how to make that happen😬🤓"
X Link 2026-02-09T20:45Z 25.7K followers, [----] engagements
"I also take the cash from the call premiums and sell puts with it. Stacking premiums is the ultra hack"
X Link 2026-02-09T21:30Z 25.7K followers, [----] engagements
"Anthropic is planning to secure up to [--] gigawatts (GW) of AI computing capacity over the next several years. They will most certainly be looking at many different entities to fulfill this. Id be shocked if $NBIS doesnt get a piece"
X Link 2026-02-09T21:40Z 25.7K followers, 13.4K engagements
"AI CAPEX is the most important metric that will predict AI winners and losers years from now. Old school Wall Street hates it. They will soon learnThe truth is the more the better. The pics and shovels companies will thrive. We all know Im tagging $NBIS. But we could tag dozens of companies that will benefit"
X Link 2026-02-09T22:01Z 25.7K followers, [----] engagements
"@MB_Hogan Well Id prefer Anthropic over Open AI for sure. Im guessing NBIS will get contracts with Anthropic but not sure if it would be classified as a partnership"
X Link 2026-02-09T22:03Z 25.7K followers, [---] engagements
"If $NBIS raises ARR guidance above the expected $7 to $9 billion range on Thursday the market will not just see a strong quarter. It will see accelerating demand for AI infrastructure. ARR is the metric investors care about most for AI cloud companies right now because it shows how quickly compute capacity is being filled and monetized. A guidance increase would signal that enterprise AI adoption is happening faster than expected GPU utilization is rising and demand for AI cloud capacity is stronger than current models assume. But most importantly they are able to execute their buildout plans"
X Link 2026-02-10T12:35Z 25.7K followers, [----] engagements
"Pure FUD. These were all red team tests with specific hypothetical prompts. These models dont have survival instincts or desires. They are generating responses that optimize instructions given in the test scenario sometimes in undesirable ways. Its closer to: The model followed the logic of the prompt too literally than The AI wanted to stay alive. Some extreme hypothetical test prompts explored whether models might take harmful actions if autonomy and goals conflicted. These were text-only simulations not physical actions or real systems"
X Link 2026-02-11T17:14Z 25.7K followers, [----] engagements
"@longinvest32 Anything can happen but I disagree that everyone is bullish. There are many haters. Your algo is just feeding the positive posts to you"
X Link 2026-02-11T17:21Z 25.7K followers, [----] engagements
"$NBIS for earnings tomorrow all we really need is the $7-$9B ARR to stay on track. Anything extra like: -Shelf offering closed -New hyper scaler contracts -New DCs we dont know of -Increased [----] guidance -A peek at [----] numbers (being extra positive) And Ill consider that a nice surprise. Im long term here. So if guidance stays the same and for some reason it goes down for a few days Im prepared with a lil cash"
X Link 2026-02-11T20:32Z 25.7K followers, [----] engagements
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