#  @Tiger_Strat Flying Tiger Strategies Flying Tiger Strategies posts on X about $nbis, $iren, ai, in the the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours. ### Engagements: [-----] [#](/creator/twitter::1881720033392373761/interactions)  - [--] Week [------] +1,508% - [--] Month [------] +517% - [--] Months [-------] -57% ### Mentions: [--] [#](/creator/twitter::1881720033392373761/posts_active)  - [--] Week [--] +500% - [--] Month [--] +108% - [--] Months [---] -29% ### Followers: [---] [#](/creator/twitter::1881720033392373761/followers)  - [--] Week [---] +1.50% - [--] Month [---] +2.50% - [--] Months [---] +117% ### CreatorRank: [-------] [#](/creator/twitter::1881720033392373761/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) [finance](/list/finance) [technology brands](/list/technology-brands) [countries](/list/countries) [cryptocurrencies](/list/cryptocurrencies) [automotive brands](/list/automotive-brands) [currencies](/list/currencies) [travel destinations](/list/travel-destinations) [social networks](/list/social-networks) [financial services](/list/financial-services) **Social topic influence** [$nbis](/topic/$nbis) #80, [$iren](/topic/$iren), [ai](/topic/ai), [in the](/topic/in-the), [$onds](/topic/$onds), [term](/topic/term), [$hims](/topic/$hims), [strong](/topic/strong), [bullish](/topic/bullish), [$crsp](/topic/$crsp) **Top accounts mentioned or mentioned by** [@mvcinvesting](/creator/undefined) [@frameworkwisely](/creator/undefined) [@dividenddudex](/creator/undefined) [@geneinvesting](/creator/undefined) [@ftrinvestors](/creator/undefined) [@samsolid57](/creator/undefined) [@spectre66814034](/creator/undefined) [@maironcoin](/creator/undefined) [@stocksavvyshay](/creator/undefined) [@endicottinvests](/creator/undefined) [@boujeefinances](/creator/undefined) [@invincible322](/creator/undefined) [@hypertechinvest](/creator/undefined) [@wearycenturion](/creator/undefined) [@agrippainv](/creator/undefined) [@goldmansachs](/creator/undefined) [@babyfolio](/creator/undefined) [@moninvestor](/creator/undefined) [@gclandesti37321](/creator/undefined) [@longinvest32](/creator/undefined) **Top assets mentioned** [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Iris Energy Limited (IREN)](/topic/$iren) [Ondas Holdings Inc. Common Stock (ONDS)](/topic/$onds) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [CRISPR Therapeutics AG (CRSP)](/topic/$crsp) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [DLocal Limited (DLO)](/topic/$dlo) [Bitcoin (BTC)](/topic/$btc) [Grab Holdings Limited Class A Ordinary Shares (GRAB)](/topic/$grab) [Oscar Health, Inc. (OSCR)](/topic/$oscr) [ZetaChain (ZETA)](/topic/$zeta) [Uber Technologies, Inc. (UBER)](/topic/$uber) [CoreWeave, Inc (CRWV)](/topic/$crwv) [Goldman Sachs (GS)](/topic/goldman-sachs) [BlackRock Inc (BLK)](/topic/blackrock) [Eos Energy Enterprises, Inc. (EOSE)](/topic/$eose) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [Nokia Corporation (NOK)](/topic/$nok) [Tempus AI, Inc. (TEM)](/topic/$tem) [Accenture (ACN)](/topic/accenture) [Microsoft Corp. (MSFT)](/topic/$msft) ### Top Social Posts Top posts by engagements in the last [--] hours "@LuoshengPeng @LuoshengPeng I like the way you conduct yourself on this account and would like to hear your opinion. I would be curious to see if you have any thoughts on $nbis specifically" [X Link](https://x.com/Tiger_Strat/status/1896410865953616255) 2025-03-03T04:02Z [--] followers, [---] engagements "Coreweave IPO is bullish for $nbis as it brings more visability into compute as a service but market sentiment will be a huge factor for if the IPO goes well. I hope the Coreweave team will keep that in account for their IPO date as the effects will be felt in the ecosystem. 🙏" [X Link](https://x.com/anyuser/status/1896694238412517880) 2025-03-03T22:48Z [---] followers, [----] engagements "@texasrunnerDFW as a expert in the area how do you feel about the appreciation potential of the area around Aubrey/Providence Village/Savannah Being close to things like the PGA the new fields development and future Universal site Seeing if it's worth sticking out the [---] traffic for a few more years 😂😂😂😂" [X Link](https://x.com/Tiger_Strat/status/1900004938555470132) 2025-03-13T02:04Z [--] followers, [---] engagements "@Appliedmem777 @teneikaask_you The average one year salary of a Chinese factory is around [----] dollars average USD per YEAR. Im genuinely curious at how you think capital cost of building new US factories+ higher supply chain cost+ US wages will accomplish what you outlined" [X Link](https://x.com/anyuser/status/1911566566241493325) 2025-04-13T23:45Z [---] followers, [----] engagements "@OddDiligence The fact that $nbis integrated Deepseek within days into their offerings makes me think that they are able to lease/do business with potentially some of the crowd you mentioned. Especially if said company is listed in HK Singapore etc I would think" [X Link](https://x.com/Tiger_Strat/status/1913075279255183617) 2025-04-18T03:41Z [--] followers, [---] engagements "Actually $nbis offers the most affordably and flexibility in contract terms due to their lower energy and maintenance cost giving them a competitive advantage. In March all of their capacity was sold out and they even leveraged more chips to sell that as well. Fast tracking multiple expansions. The numbers behind the scenes don't lie. Nbis is a sleeping giant" [X Link](https://x.com/Tiger_Strat/status/1913136712093442176) 2025-04-18T07:45Z [--] followers, [---] engagements "Welcome to the trenches 🍺 I think $nbis is one of the best asymmetrical plays out there right now at this price. I am continuing to accumulate at these prices. Full stack AI cloud Tangible cost advantages custom physical racks energy efficient infrastructure sold out capacity in March robust and healthy growth plan and promising subsidiaries. Always invest in great leadership and how quickly $nbis was able to pivot after Yandex is nothing short of phenomenal. Real risk exist. But fortune favors the bold" [X Link](https://x.com/anyuser/status/1913688433907654726) 2025-04-19T20:17Z [---] followers, [---] engagements "With sold out capacity in March $nbis is on track to make the 750-1b ARR they are looking for. And that's before the scaling of many of their in flight initiatives. What you are saying is one way to look at the stock but the growth story is very promising. Would be interesting to revisit this in a year" [X Link](https://x.com/Tiger_Strat/status/1913689119370203292) 2025-04-19T20:20Z [--] followers, [---] engagements "@FrameworkWisely great research and looking forward to earnings. I think it would be great for you to address your take on Q1 "high PE" perception for investors who are newer to following $nbis which may cause some concern rather than the promising framework that the longs have been holding. We want maximum traction going into this earnings 🍺" [X Link](https://x.com/Tiger_Strat/status/1914016038703763723) 2025-04-20T17:59Z [--] followers, [---] engagements "Nice find. Market sentiment will surely push down $nbis as a reactionary measure like we see the 5% drop today along with general market sentiment but $nbis was never reliant on AWS or MSFT for the specialized AI workflow capacity they are renting out. Especially if they were already sold out in March. I saw today as a DCA opportunity but also keeping more powder in case the market keeps dropping" [X Link](https://x.com/Tiger_Strat/status/1914380402472419504) 2025-04-21T18:07Z [--] followers, [---] engagements "$NBIS fam it's been a wild ride this year in the trenches. It feels like we are finally picking up traction and coverage on fintwit again which those of us longs with strong conviction who were DCA'ing during the swings are happy to see. I've seen many new names posting about this stock in anticipation of earnings. Education and community go a long way. When you see new accounts interested or excited let's contribute to the sentiment. The more of a light we shine in this space the more of a foundation we can help build. 💪💪 I found $nbis after riding pltr from the 20s and looking for other" [X Link](https://x.com/anyuser/status/1915549531514523873) 2025-04-24T23:32Z [---] followers, [----] engagements "This has been posted multiple times so please help share but the earnings dates that were forecasted this week for earnings are NOT accurate. The online sources were still pulling from historical data when $nbis was Yandex. If you go to nbis actual site they have not published any earnings date yet for this quarter. So it will probably be early to mid May" [X Link](https://x.com/Tiger_Strat/status/1915805944069472682) 2025-04-25T16:31Z [--] followers, [---] engagements "@FrameworkWisely $nbis bros see the vision. Coreweave bros chase the short term party" [X Link](https://x.com/anyuser/status/1917709395871555846) 2025-04-30T22:35Z [---] followers, [---] engagements "@Compart42 @FrameworkWisely Im glad you can use AI to do your thinking for you Very proud. Coreweave shifted to AI infrastructure in [----] and NBIS only pivoted in [----] and they are already ranked higher than some hyperscalers and only one tier below Coreweave's [--] year lead. Like I said. Wait and see" [X Link](https://x.com/Tiger_Strat/status/1917775913485221897) 2025-05-01T02:59Z [--] followers, [---] engagements "@BoujeeFinances @Invincible_322 I would argue that $CRSP is the strongest bet in the space against the other pure Crispr competitors due to its partnership with vertex and being the only company that has gotten both FDA and euro approval for a Crispr therapy" [X Link](https://x.com/Tiger_Strat/status/1919225546812031126) 2025-05-05T03:00Z [--] followers, [---] engagements "@GeneInvesting @BoujeeFinances @Invincible_322 I've been invested in Crispr tech - [----]. I've held all at some point including @ the same time. Any competitor will face same/harder rollout (w/out Vertex scaling) after getting 1st approval. I don't see ntla scaling to profit any faster" [X Link](https://x.com/Tiger_Strat/status/1919581978988265841) 2025-05-06T02:36Z [--] followers, [---] engagements "@GeneInvesting @BoujeeFinances @Invincible_322 Ntla - [--] named programs in pipeline CRSP- 21+ IMO- $CSPR current valuation is pure exa-cel. You get the largest pipeline at pennies. $CSPR w/biggest backlog=Biggest upside + the only company with experience getting full fda approval gets my vote to scale quickest" [X Link](https://x.com/Tiger_Strat/status/1919582994190188544) 2025-05-06T02:40Z [--] followers, [---] engagements "@ISITrading2717 $NBIS under [--] is a great asymetrical bet with exposure to many tailwinds in GPU capacity AI and AI Cloud and promising subsidiaries like AVride w/the 3rd most autonomous car hours + Hyundai partnership. 10k in $nbis will be either be a inconsequential loss in [--] yrs or a 10x" [X Link](https://x.com/anyuser/status/1919617824177140121) 2025-05-06T04:58Z [---] followers, [----] engagements "@GeneInvesting @BoujeeFinances @Invincible_322 If you took away the roughly 2b in just cash $CRSP has you have a market cap of roughly 400m than NTLA. So that 400m accounts for a vast difference of pipeline and also revenue from an approved product I personally don't think so" [X Link](https://x.com/Tiger_Strat/status/1919619869445648841) 2025-05-06T05:06Z [---] followers, [---] engagements "@ruth_capital Leverage is not in everyone's risk profile and not mandatory for a successful strategy. Accumulation and compounding is why everyone should start investing as young as possible. If you can amass the first 100k before your 30s that is a great foundation" [X Link](https://x.com/Tiger_Strat/status/1920121579029061709) 2025-05-07T14:20Z [--] followers, [--] engagements "@bernhipke @yianisz @HyperTechInvest Bad news for retail How Bezos expeditions takes a long term strategy to nurture what they see as promising disruptive technologies. They invested in Uber Airbnb and MakerBot as some examples. $Nbis will profit from equity w/out spending $ while focusing capex on gpu core" [X Link](https://x.com/anyuser/status/1920267671737618640) 2025-05-08T00:01Z [---] followers, [---] engagements "@GenevaInvestor @TacticzH I think many growth investors use the same framework to find asymetrical plays and I know many that are in both $HIMS and $NBIS. If you think NBIS is just buzzwords you clearly haven't looked into the company and if you get emotionally triggered by a tweet good luck 😂" [X Link](https://x.com/Tiger_Strat/status/1921394172818342372) 2025-05-11T02:37Z [--] followers, [---] engagements "@B2F_Investing @amitisinvesting Toyota and $GRAB have a very deep partnership it's unlikely that AVride with the Hyundai partnership would get an official partnership with Grab without AVride making deeper connections with Toyota first" [X Link](https://x.com/Tiger_Strat/status/1921790126671200544) 2025-05-12T04:50Z [--] followers, [---] engagements "@hypergrowth102 Took my profits from $PLTR after riding from the 20s and allocated it 100% to $NBIS with a current average of 28" [X Link](https://x.com/anyuser/status/1923698363536637977) 2025-05-17T11:13Z [---] followers, [---] engagements "@ftr_investors @Spectre66814034 $NBIS is not just a GPU capacity company. They are executing ruthlessly to become a key part of the entire AI ecosystem and their leadership is top notch. Many growth opportunities outside of US tech. Look at the Israeli deal. The way they scale out is so promising long term" [X Link](https://x.com/anyuser/status/1923762574128185848) 2025-05-17T15:28Z [---] followers, [----] engagements "@ftr_investors @Spectre66814034 If you haven't I would really encourage you to check them out. Earnings is coming up this week 🍺 since they just started trading in the fall we are still so early. The $NBIS community is great and has strong conviction reminds me of early PLTR" [X Link](https://x.com/anyuser/status/1923770491833286763) 2025-05-17T16:00Z [---] followers, [----] engagements "$NBIS ✅✅✅ MY STRONG CONVICTION SIGNAL FOR EXPLOSIVE GROWTH: I monitor NBIS on LinkedIn and they have been quietly scaling for [--] new verticals a testiment to their laser focus and growth potential: 📍Retail AI 📍Physical A 📍Media & Entertainment 📍Financial Services" [X Link](https://x.com/anyuser/status/1924652011930452397) 2025-05-20T02:22Z [---] followers, 19.5K engagements "I am very excited about the GTM descriptions - clear existing partnerships roles in each vertical including specific NVIDIA channel teams and service providers and exploring new ecosystem partners like consultancies and potential channel leaders" [X Link](https://x.com/anyuser/status/1924652093992009841) 2025-05-20T02:23Z [---] followers, [----] engagements "This shows the breadth of $NBIS partnership with NVIDIA beyond GPU capacity and validates my theory that $NBIS will continue to scale into AI cloud verticals beyond pure infrastructure in line with their cloud experience as Yandex. This is extremely bullish- higher ARR" [X Link](https://x.com/anyuser/status/1924652100614815970) 2025-05-20T02:23Z [---] followers, [---] engagements "Growing these verticals and specific services within the full stack AI cloud $NBIS has created is key to grow the services with the 30% profit margins they are looking for- with less intensive capex requirements and without the same shelf life that GPU chip gens carry" [X Link](https://x.com/anyuser/status/1924652107476697349) 2025-05-20T02:23Z [---] followers, [---] engagements "Going into earnings $NBIS is now roughly 40% of my portfolio and I maintain that this is one of my strongest conviction long term holds regardless of what happens with price action short term" [X Link](https://x.com/anyuser/status/1924652112396616156) 2025-05-20T02:23Z [---] followers, [---] engagements "Fintwit- for stocks floating around 4-5 dollars it seems that both $bbai and $grab have promising potential bull narratives and a core base with high conviction. At these levels anyone with any strong arguments on which is a good buy and why Why researching these two specifically I am working on accumulating batches of 1000+ shares of potential high growth stocks and the 4-5 range makes it easier to accumulate within this range. Asymmetry is the friend of ports with less capital to throw around. Open to researching any other suggestions" [X Link](https://x.com/Tiger_Strat/status/1927946699135168861) 2025-05-29T04:34Z [--] followers, [---] engagements "@A_May_MD @Nyjmitch757 @GeneInvesting What are your thoughts on $crsp I agree on $ntla risk even at these levels" [X Link](https://x.com/Tiger_Strat/status/1928311145422528619) 2025-05-30T04:42Z [--] followers, [---] engagements "Pretty sure the CEO mentioned that only as one of the potential avenues of ways that $NBIS can raise funding without dilution or debt. They have been vocal in advocating that they have multiple avenue streams for capital raise/cash flow without debt or diluting shares. And this just screams confidence that they see that doubling down in clickhouse right now is the right deployment of capital for a higher future yield. This is one of the reasons why it's great NBIS has a strong cash balance and zero debt. They are extremely agile and can pivot on the right opportunities. Brilliant leadership" [X Link](https://x.com/Tiger_Strat/status/1928505777888632917) 2025-05-30T17:36Z [--] followers, [---] engagements "@freespiritmnf Do you see any catalyst events for $oscr in this quarter or is the strat to set and forget as the growth narrative plays out New to the $oscr gang began my position this week 🍺" [X Link](https://x.com/Tiger_Strat/status/1928586480991011259) 2025-05-30T22:57Z [--] followers, [--] engagements "Would not be surprised if $NBIS announces a Switzerland hub in the next two years. Europe continues to invest in EU AI competancies independent of US tech. STATE OF AI: SWITZERLAND - THE 8-MILLION PERSON NATION STEALING SILICON VALLEY'S BEST MINDS Google's top AI researcher just left Mountain View for Zurich. Meta's computer vision lead followed. Microsoft's privacy AI team relocated entirely. What the hell is happening in https://t.co/byE0acBi4Z STATE OF AI: SWITZERLAND - THE 8-MILLION PERSON NATION STEALING SILICON VALLEY'S BEST MINDS Google's top AI researcher just left Mountain View for" [X Link](https://x.com/Tiger_Strat/status/1929528379356655869) 2025-06-02T13:19Z [--] followers, [---] engagements "@MaironCoin Thanks for the encouragement to get in My only regret is I didn't have more dry powder to buy more last week 😂🍺🍺" [X Link](https://x.com/Tiger_Strat/status/1929566997584445833) 2025-06-02T15:53Z [---] followers, [--] engagements "100% agree. Paper hands will paper hands. True longs saw the opportunity you called out and took today's dip to DCA in. No "dilution" if those shares keep acclumulating at a discount 😏 Those who bought in the AM almost got the full eventual "dilution" amount priced in 🤣" [X Link](https://x.com/Tiger_Strat/status/1929646127764459798) 2025-06-02T21:07Z [--] followers, [---] engagements "@MilknHoneyCap Taiwan has Michelin star rated vendors at night markets that you can get a full meal at for less than $5 USD. Some of the best food I've had in all of my travels" [X Link](https://x.com/Tiger_Strat/status/1929653357532401995) 2025-06-02T21:36Z [--] followers, [--] engagements "@yennomee $NBIS gang unite 💪💪" [X Link](https://x.com/Tiger_Strat/status/1929749471786946718) 2025-06-03T03:58Z [--] followers, [---] engagements "Other potential catalyst for $NBIS coming out soon: London Tech Week: June 9-13th where $NBIS is a diamond partner. Arkady himself will be presenting. Continued AVride updates around the Austin Texas roll out. Dallas rollout of robotic delivery has also been in progress the last few months. New Jersey data center phase One- phase one operational sometime this summer" [X Link](https://x.com/Tiger_Strat/status/1930305744106098758) 2025-06-04T16:48Z [---] followers, [---] engagements "@weary_centurion This is a more bullish flag for $OSCR than anything their PR team could have done on their own" [X Link](https://x.com/anyuser/status/1930387650482958783) 2025-06-04T22:14Z [---] followers, [---] engagements "@StockBoyBull Risking 30k for a [---] dollar profit seems a high risk beta. If you are looking for a 2-5 dollar move why not on a stock like $nbis $apld $crwv or $hims that are also moving a few dollars a day where the cost per share isn't so high Genuinely curious not criticism" [X Link](https://x.com/Tiger_Strat/status/1930407817942319238) 2025-06-04T23:34Z [---] followers, [---] engagements "Awesome analysis. I have such strong conviction that $NBIS is nearing 50% of my non 401k port. 😂 I understand why people chased Coreweave but I'm on a mission to build out large long term foundations and I've placed my trust in $NBIS to accomplish that in the AI neocloud space. The benefit not mentioned in your financials above is how much potential all of $NBIS subsidiaries like AV ride have" [X Link](https://x.com/Tiger_Strat/status/1930794786610397287) 2025-06-06T01:12Z [---] followers, [---] engagements "I manage millions of dollars worth of the tech stack for a Fortune [--] brand using Adobe enterprise products and I've participated at Adobe Summit the last two years. (One of the largest Martech conferences in the world) I was once invested in Adobe too but have been less than impressed by their current state. They have reached a wall for growth for enterprise clients and have been pivoting hard to genAI and strong arming cloud migrations by trying to deprecate older offerings. (The push for AEMaaCS is a great example) Last year's Adobe Summit focused on firefly a genAI platform most large" [X Link](https://x.com/Tiger_Strat/status/1930844853937607078) 2025-06-06T04:31Z [---] followers, [----] engagements "Another big misrepresentation here- $nbis has both the jersey and Kansas City data centers coming online this year which have been in progress their subsidiary AVride is launching autonomous rides in Dallas and Austin Texas and they also have three customer hubs in San Fran Dallas and New York" [X Link](https://x.com/Tiger_Strat/status/1931471368630964658) 2025-06-07T22:00Z [---] followers, [---] engagements "$NBIS- looking good in overnight trading before a very exciting week. Congrats to all of us that were buying the ride down and not just celebrating when the stock moves up. The best accumulation occurs during periods of fear. Great to see the thesis playing out 💪" [X Link](https://x.com/anyuser/status/1931880670747341204) 2025-06-09T01:06Z [---] followers, [----] engagements "$NBIS scaling to the UK by Q42025. Between this and the Singapore news earlier this year I think we are just seeing the hyper growth story getting started. Nebius launches in the UK. We are expanding Britains AI infrastructure with @NVIDIA Blackwell Ultra. The deployment will enhance the UKs national digital infra by enabling British firms from startups to enterprises to build AI using the most advanced compute. 1/4 https://t.co/WfGAcKWBvb Nebius launches in the UK. We are expanding Britains AI infrastructure with @NVIDIA Blackwell Ultra. The deployment will enhance the UKs national digital" [X Link](https://x.com/anyuser/status/1932036283360068041) 2025-06-09T11:25Z [---] followers, [---] engagements "@LearningAngle Dude why are your takes so bad So what was the Blackwell deployments to both Jersey City and Finland centers These both were announced way before the UK announcement" [X Link](https://x.com/Tiger_Strat/status/1932192804790268138) 2025-06-09T21:47Z [---] followers, [--] engagements "@FrameworkWisely You know this one already but $nbis $nbis $nbis 😂😂😂 I still don't think there is as clear of a winner as NBIS even at [--] if you have a 1-2 year horizon" [X Link](https://x.com/Tiger_Strat/status/1932298273131303345) 2025-06-10T04:46Z [---] followers, [---] engagements "@danielkoss_ With the 95% run up the last [--] months surprised $nbis wasn't one of the strongest performers. What is your cost basis" [X Link](https://x.com/Tiger_Strat/status/1932298616485601359) 2025-06-10T04:47Z [---] followers, [---] engagements "I don't think a stock taking a breather after a 90% run in [--] months is a "crazy gut feeling" 😂 and with relative strength as anything under [--] gets bought up quickly. All of this is noise to those of us with basis in the 20s and 30s. $NBIS will continue to trend higher over time" [X Link](https://x.com/Tiger_Strat/status/1932634585151705524) 2025-06-11T03:02Z [---] followers, [---] engagements "@MaironCoin is one of my favorite fellow $NBIS Bros and he's got a whale sized allocation 😂 I second his recommendation I've done roughly the same amount of hours of DD seperately that led me to this community too. I rode $PLTR from the 20s and was looking for the next best asymetrical play and all of my research led me to $NBIS as the best option. It's around 50% of my non 401k port at this point and I will only continue to keep accumulating. The NBIS community has some good informative threads https://x.com/samsolid57/status/1929778676931138034t=RbOmfg6KoqrNsRqzVLSibw&s=19" [X Link](https://x.com/Tiger_Strat/status/1932961378580770962) 2025-06-12T00:41Z [---] followers, [---] engagements "$NBIS- AN EXCITING AVRIDE PARTNERSHIP/PILOT- HEB is the top grocery chain in Texas (where AVRIDE is headquartered) with sales exceeding [--] billion and the chain ranking number one in national surveys multiple years in retailer preference index. HEB is now using AVRIDE robots for select favor deliveries in Austin and testing deliveries. With AVride planning to launch autonomous taxi services in both Austin and Dallas partnering with a dominant grocery chain like HEB which has a strong presence in both metroplexs shows that AVRIDE is scaling strongly in their immediate market across multiple" [X Link](https://x.com/anyuser/status/1933960881143992320) 2025-06-14T18:52Z [---] followers, 15.3K engagements "$NBIS EXCITING AVRIDE PARTNERSHIP/PILOT: https://x.com/Tiger_Strat/status/1933960881143992320t=krryw-dZMaOBorb2Gyz8wA&s=19 $NBIS- AN EXCITING AVRIDE PARTNERSHIP/PILOT- HEB is the top grocery chain in Texas (where AVRIDE is headquartered) with sales exceeding [--] billion and the chain ranking number one in national surveys multiple years in retailer preference index. HEB is now using AVRIDE robots https://t.co/Y4zgY6yBU9 https://x.com/Tiger_Strat/status/1933960881143992320t=krryw-dZMaOBorb2Gyz8wA&s=19 $NBIS- AN EXCITING AVRIDE PARTNERSHIP/PILOT- HEB is the top grocery chain in Texas (where" [X Link](https://x.com/anyuser/status/1933961818915180894) 2025-06-14T18:56Z [---] followers, [----] engagements "$NBIS is so aggressive and ambitious because they have a excellent leadership team under Arkady. Arkady is a founder in his DNA I don't think he would let go of this company at this stage. (Google never could nail down aquiring Yandex either) Nvidia also sees them as a strategic partner and as NBIS organically grows it only strengthens their ecosystem without them having to directly invest or tie up additional capital or over extend into other segments. I don't see this happening especially when Nvidia can just continue to invest into multiple partners and see what shakes out" [X Link](https://x.com/anyuser/status/1934685531805503585) 2025-06-16T18:52Z [---] followers, [---] engagements "@mvcinvesting I posted about this two days ago over the weekend and am proud to say I think my post was the first coverage on X 😂 For non Texans- HEB has won awards for being the highest rated consumer sentiment grocers in the US and they have a very strong and innovative tech team in San Antonio. They are well positioned to expand pilots in other markets like Dallas where AVride is also expanding. https://x.com/Tiger_Strat/status/1933960881143992320t=GN-RtjdgxU9Td8hjMO10XQ&s=19 https://x.com/Tiger_Strat/status/1933960881143992320t=GN-RtjdgxU9Td8hjMO10XQ&s=19" [X Link](https://x.com/anyuser/status/1934749140908396755) 2025-06-16T23:05Z [---] followers, [----] engagements "$NBIS After researching the HEB/AVride pilot I happened to be in Austin on Sunday and stopped by to see the bots in action The Mueller HEB is located in a strategic part of Austin surrounded by multi story mixed residential and commercial real estate and is a trendy part of the city. With a limited radius this is a great pilot location to maximize reach to both the maximum potential users and right demographics @mvcinvesting @samsolid57" [X Link](https://x.com/anyuser/status/1934751376774492275) 2025-06-16T23:14Z [---] followers, 20.7K engagements "@MaironCoin Did you mention that you were in $AGQ as a hedge from the growth/tech plays" [X Link](https://x.com/Tiger_Strat/status/1934756418919526609) 2025-06-16T23:34Z [---] followers, [--] engagements "@mambocowboy @mind1nvestor Similar story but my regret is not buying at a lower price but not having more capital to load in even more at such a discount. 1000-2000 shares is a respectable sizable allocation but [-----] shares is potentially generational wealth" [X Link](https://x.com/Tiger_Strat/status/1935482795817603525) 2025-06-18T23:40Z [---] followers, [--] engagements "@DividendDude_X I like $GRAB too but it's crazy to compare GRAB to $PLTR and $HIMS when it's barely moved over $NBIS which has also gained a lot of traction on fintwit and price movement has been a lot more dynamic" [X Link](https://x.com/anyuser/status/1935695711326052682) 2025-06-19T13:46Z [---] followers, [---] engagements "Both $NBIS and $CRWV are arguably performing better than the hyperscalers in terms of cloud optimization for AI compute as per the latest rating. NBIS rating impresses me the most as they were able to outperform hyperscalers and they just entered the compute space in the second half of [----]. Also calling $OKLO the backup generator is crazy right now I guess no backup power until late [----] or [----] 😂" [X Link](https://x.com/Tiger_Strat/status/1935699502381293736) 2025-06-19T14:01Z [---] followers, [---] engagements "@yxinsights Hey brother can you post another $NBIS chart when you have a chance I have a [--] call expiring tomorrow so trying to get as much data as possible on if we may see a retrace for a entry point comparable to that" [X Link](https://x.com/Tiger_Strat/status/1935715863295869211) 2025-06-19T15:06Z [---] followers, [---] engagements "I am a technical product owner for the national Marketing sites for a Forbes [--] company and have been managing a multi million dollar Adobe stack for multiple years and participate in Adobe Summit each year. Very excited about $ZETA and will be deep diving more. Agree that these legacy systems are built on an antiquidated framework" [X Link](https://x.com/Tiger_Strat/status/1935744836184703084) 2025-06-19T17:01Z [---] followers, [---] engagements "As someone who has also been monitoring both but with a heavy allocation to $NBIS my personal assessment is that $NBIS has a rich pipeline of potential short and mid term catalyst that will lead to higher returns in the market than $rklb at least this year. If you do enter NBIS welcome to the fam 💪" [X Link](https://x.com/Tiger_Strat/status/1935748686723842057) 2025-06-19T17:17Z [---] followers, [---] engagements "Exactly. You want to be able to aquire that [----] foundation as cheaply as possible ideally positioned before it breaks out. [----] shares of $NBIS at [--] during the lows would have only been 19k and while I'm happy with my DCA strategy I wish I had bought more aggressively when it was that low. That [----] shares would be over 48k now or half way to a [--] figure port on one position alone. Been refining my portfolio strategy based on these [----] share lots the goal one day is to have [--] highest conviction asymetrical positions of over [----] shares each with 5-10 smaller supporting/hedge positions to" [X Link](https://x.com/Tiger_Strat/status/1935818367107006508) 2025-06-19T21:53Z [---] followers, [---] engagements "@longoption @MitchMartan98 Us retail are always chasing the golden calf right A growth stock at undervalued or misunderstood prices like $pltr 20s $nbis [--] etc. The pilgrimage continues 😂😂😂" [X Link](https://x.com/Tiger_Strat/status/1935826076300718250) 2025-06-19T22:24Z [---] followers, [---] engagements "@pivatoinvesting $NBIS especially at entry points in the 20s and low 30s reminds me of early day $PLTR" [X Link](https://x.com/Tiger_Strat/status/1935829717556338750) 2025-06-19T22:39Z [---] followers, [--] engagements "@MarcoRamireZuno Are you also in $NBIS" [X Link](https://x.com/Tiger_Strat/status/1935855028494807391) 2025-06-20T00:19Z [---] followers, [---] engagements "@MarcoRamireZuno What's your average cost in $NBIS if you don't mind me asking" [X Link](https://x.com/Tiger_Strat/status/1935866387467239773) 2025-06-20T01:04Z [---] followers, [---] engagements "@JamesCripps_ @10figureP Welcome to the trenches gents 💪💪💪 let's ride 🍺" [X Link](https://x.com/Tiger_Strat/status/1935877509205443050) 2025-06-20T01:48Z [---] followers, [--] engagements "I'll give you the elevator pitch that doesn't include the super promising growth and ARR metrics everyone references : $NBIS is a undercovered business (very little institutional coverage currently) that is significantly undervalued if you believe in its leadership's ability to execute that has multiple short term and mid term catalyst+ increasingly becoming a trending popular retail ticker that most who buy still don't fully understand the potential- The CEO Arkady was the CEO of Yandex the Russian search company that was the only market Google could not displace even with their vast" [X Link](https://x.com/Tiger_Strat/status/1935889362463416666) 2025-06-20T02:36Z [---] followers, [---] engagements "@JustusFult99485 @JamesCripps_ @10figureP @JustusFult99485 sorry mate you covered some of my points already didn't mean to duplicate I didn't see it as I was furiously typing 😂😂😂" [X Link](https://x.com/Tiger_Strat/status/1935889648011645104) 2025-06-20T02:37Z [---] followers, [--] engagements "@wwmidia @ruth_capital In this market what popular ticker hasn't moved at least 30% since April 😭😂" [X Link](https://x.com/Tiger_Strat/status/1935920591808205034) 2025-06-20T04:40Z [---] followers, [--] engagements "Thanks for sharing I am at [--] myself. I'm heavily allocated into $NBIS and will remain so but looking into building my basket of promising disruptive companies that are positioned and what catches my eye the most about $IREN is the fact that their data centers run on 100% renewable energy. Will look to deep dive into them further" [X Link](https://x.com/Tiger_Strat/status/1935936965641121821) 2025-06-20T05:45Z [---] followers, [---] engagements "The one immediate concern that I do have in their ability to scale to also capture part of the most competitive part of the market is that they are not at the same deep stategic and NPN partnership level as $NBIS and Coreweave. This will delay their access to new chips such as Blackwell both of which NBIS/Coreweave are early access users and already offer GB200 capacity. IREN plans to deploy in the Prince George and Childress data centers but I don't think they are integrated yet and I wasn't able to find how far down the line they are with NVIDA having a [--] month delay due to how popular the" [X Link](https://x.com/Tiger_Strat/status/1935940270727495859) 2025-06-20T05:58Z [---] followers, [---] engagements "I am familiar with the reported standard issue and national guard equipment but even a quick Google search shows multiple articles reporting sightings of not just militia in the Donbas region and occupational forces using mosins but videos and images circulating on the web and telegram of front line usage. I take it that you take the Russian narrative and would refute that as misinformation but enough data points exist for me to point it as a valid point that logistics have been stretched to the point where surplus equipment has absolutely been used. Just like there have been multiple sources" [X Link](https://x.com/Tiger_Strat/status/1935956051028807872) 2025-06-20T07:01Z [---] followers, [--] engagements "I like $ACN and worked there as a consultant in a past life but you would still have to weight that with the impact that doge had cutting gov contracts. Just in the DOD- 5.1B of DOD contracts were impacted of which ACN was impacted significantly as well as Booz. They also lost potentially a 1.4b enterprise contract from the Air Force too. Acn has been positioning themselves in the consulting space for a while as a major AI thought leader and execution partner but the impact to government spending this year may negate that in the short run" [X Link](https://x.com/Tiger_Strat/status/1936074324848320551) 2025-06-20T14:51Z [---] followers, [---] engagements "Sigh up nicely on my $HIMS and thinking the same thing now might have to prune it from the portfolio. Out of all the "retail" growth narratives though I do have strong conviction in $NBIS having more attention on the ticker is nice but the community was built around weeks of DD and conviction and many hands will be shaken out of it gets turbulent. You should never own what you don't know" [X Link](https://x.com/Tiger_Strat/status/1936218339996524731) 2025-06-21T00:23Z [---] followers, [---] engagements "Genuine question- $IREN wants to grow in the AI space but are not preferred or platinum tier partners with Nvidia like Coreweave or $NBIS so how do you see them ever being competitive on the compute side when it will take them potentially over a year longer to get Blackwell chips (NVIDIA's backlog) With the most cutting edge chips staying at the top for only 2-3 years by the time they get the chips that's potentially 1/3 of the best ROI timeframe gone. While NBIS and Coreweave are already live with GB200 I like IREN's renewable energy sourcing for their centers and I want to like them but" [X Link](https://x.com/Tiger_Strat/status/1936244790699475403) 2025-06-21T02:08Z [---] followers, [---] engagements "$NBIS - I wouldn't be surprised if Nebius is part of the consortium that Nokia assembles for Finland's bid as a EU AI gigafactory. A AI gigafactory in Finland is compelling. Massive sources of energy to be tapped. Finland is sitting on a geothermic reserve that has been reported as enough energy for "20 million years" - not even an exaggeration Nebius seems in a good position here with their Finnish center NVIDIA partnership and expertise 👀👀" [X Link](https://x.com/anyuser/status/1936285139861971328) 2025-06-21T04:48Z [---] followers, 22.5K engagements "I would argue that's EXACTLY why they need $NBIS and their expertise and preferred partnership status with NVIDA. Prime minister Opro stated that this would be built out alongside the Lumi AI factory not within it or from it. NVIDIA continues to lead currently in compute power with Blackwell GB200 and the EU initiatives and gigafactories are part of a push for sovereign AI of which require best in class performance and which NVIDA has been a influential driver. Both NBIS and Coreweave are some of the only companies that offer Blackwell compute power currently the backlog is over a year. They" [X Link](https://x.com/Tiger_Strat/status/1936408727378186328) 2025-06-21T12:59Z [---] followers, [---] engagements "Agree- sharing my perspective as a technical product owner of a fortune [--] company's national marketing sites. I manage millions of dollars of Adobe enterprise products. I was at the stage at both Adobe Summits where Shantanu Narayen pushed Firefly/GenAI and this year when they unvieled Adobe's agentic solutions. These two themes have been two of their biggest AI investments. A couple of thoughts- GenAI usage has not nearly reached the level of adoption in the market as Adobe was hoping. Being able to hyper personalize content served sounds great in theory but most major corporations have" [X Link](https://x.com/Tiger_Strat/status/1936535586300428699) 2025-06-21T21:23Z [---] followers, [--] engagements "@Agrippa_Inv would love your take as a SME for $IREN. I like the fundamental thesis and see the asymetrical opportunity especially on a short term horizon. My concern I would love your input on is as follows- Compute demand in the AI economy is not a one dimensional equation- $NBIS and Coreweave have strong partnerships with NVIDIA where both already have GB200 Blackwell capacity available for rent. IREN does not you can only reserve future GB200 capacity with no eta for go live. The Nvidia backlog for GB200s is over a year long and may increase as they prioritize large initiatives like" [X Link](https://x.com/anyuser/status/1936885216821367098) 2025-06-22T20:33Z [---] followers, [----] engagements "Love it. Thanks for the detailed and thoughtful response. That brings a lot of clarity into the colocation dynamics and the scale advantage that the $IREN bull thesis is built off of. Since they don't have any major colocation partnerships finalized yet was curious how it would play into their existing centers. The potential is definitely there if this materializes. Youve given me reason to dig deeper thanks for your expertise and thoughts @MaironCoin you may find this informative as well" [X Link](https://x.com/anyuser/status/1936976973382951218) 2025-06-23T02:37Z [---] followers, [---] engagements "@rootlogicblog And this point the risk profile is going a little too overweight for my liking. Any lawsuits announced would just be another leg down. It's almost worth just buying the NVO dip for CagriSema's potential promise for those playing the obesity healthcare space" [X Link](https://x.com/Tiger_Strat/status/1937146890878956010) 2025-06-23T13:53Z [---] followers, [--] engagements "@NorthstarJohnny @The_RockTrading Didn't $LLY already turn them down firmly It's not like this is a concrete option on the table. Optimism is great but you can't be unrealistic" [X Link](https://x.com/Tiger_Strat/status/1937171469605159139) 2025-06-23T15:30Z [---] followers, [--] engagements "$IREN- initiated a small position under [--] dollars today to start building out a stake. -will deploy capital in multiple lots based on price movement to mitigate the geopolitical risk in the market -this play is synergistic to AI economy plays like $NBIS which remains my largest holding and highest conviction but the AIenergy strategy $IREN is taking has a compelling thesis in its own right -i expect this entire sector especially $IRENs exposure to btcmining to be highly volatile until the geopolitical landscape stabilizes. It's a risk on market. -stay sharp for announcements that may be" [X Link](https://x.com/anyuser/status/1937204650060722495) 2025-06-23T17:42Z [---] followers, [----] engagements "@sentdefender Didn't the US already officially report they evacuated all personnel already in advance" [X Link](https://x.com/anyuser/status/1937232943501521287) 2025-06-23T19:35Z [---] followers, [----] engagements "@The_RockTrading With you in this one first entry was [-----] last week here 💪 $ZETA" [X Link](https://x.com/Tiger_Strat/status/1937257732727362016) 2025-06-23T21:13Z [---] followers, [---] engagements "This might be a unpopular take for $HIMS bulls but today I closed my position while I was still in a profit and here's why: Today's price movement could be approached with either a buy or sell strategy but for me the news moved HIMS into a risk weight I was not comfortable holding at this time. HIMS is certainly not strictly a GLP-1 play but it has spent immense amounts of marketing dollars and resources to aggressively expand in this space. The brand impact of the NVO divorce goes beyond a simple loss of a product category from their weight loss portfolio but accusations of shoddy supply" [X Link](https://x.com/Tiger_Strat/status/1937276502225412594) 2025-06-23T22:28Z [---] followers, [---] engagements "Am I the only one who is concerned that HIMS was putting so much emphasis on the gummy product I still don't understand how putting biotin and Minoxidil both which are available in some concentration over the counter into one gummy is a major catalyst to be "bullish" on a company. I have been cheering on HIMS for the last year but that announcement was weak AF starting to feel kinda like Peloton did" [X Link](https://x.com/Tiger_Strat/status/1937348659651178706) 2025-06-24T03:14Z [---] followers, [---] engagements "$NBIS let's see where we end up today 💪" [X Link](https://x.com/anyuser/status/1937504673365127678) 2025-06-24T13:34Z [---] followers, [---] engagements "$ORCL: The Oracle Stargate center in Abilene is only [---] hours away from Childress. Phase [--] will be energized with about 200MW of capacity but they will scale to eventually 1.2GW when all [--] buildings are complete. OpenAI will be a major user of this facility so sounds like Oracle capacity is already accounted for demand wise. Childress capacity could be potentially used as a stop gap as while phase [--] of the Abilene center is operational in H1 [----] the entire project will take several years to complete" [X Link](https://x.com/anyuser/status/1937570713713672689) 2025-06-24T17:57Z [---] followers, [---] engagements "One of the common questions/concerns around $NBIS is the highly intensive Capex spend required to build out AI factories: Here's my take below: 📍Agility- Back when I was building out my initial personal thesis back in February I liked how they had [--] distinct strategies to maximize capex spend depending on the use case or demand. This gives flexibility on Cost- Timing- Capacity. Great for staying flexible while scaling NBIS also designs and builds the infrastructure in the centers instead of using 3rd party racks and equipment reducing cost and designing them to be forward integratable with" [X Link](https://x.com/anyuser/status/1937586538818470065) 2025-06-24T19:00Z [---] followers, [----] engagements "@adudeinvesting just from the tickers mentioned- $NBIS has 385% year over year revenue growth or [--] times the growth that HIMS is experiencing. @RichWil05106482 has a excellent point and exactly why I sold my HIMS yesterday at a profit to compound into another opportunity with just as compelling of growth potential but without this added unnecessary risk. There are many outstanding growth companies in the market right now. Until HIMS leadership executes a tangible plan to overcome the impact to the brand image from yesterday's fiasco the risk/reward weight of the stock is not something I" [X Link](https://x.com/Tiger_Strat/status/1937644534495871493) 2025-06-24T22:50Z [---] followers, [---] engagements "@JustusFult99485 I have had intrusive thoughts about rolling my TEM into $IREN before any IREN announcements and this price action isn't helping 😂" [X Link](https://x.com/Tiger_Strat/status/1937913157214998821) 2025-06-25T16:37Z [---] followers, [---] engagements "This is why $NBIS is my largest position. They are playing 4D chess to establish themselves globally and to fit the largest amount of use cases for AI adaption something that hyperscalers and Coreweave don't do well imo. I do think $IREN is undervalued and doesn't need to be at the same lethality that NBIS has in cloud directly if IREN can close a large colocation partner to take advantage of the direct energy and data center capacity they have built out its significant upside in its own right. Both plays are synergistic to me with a common idea- compute and energy sourcing is the bottleneck" [X Link](https://x.com/Tiger_Strat/status/1937917015450390990) 2025-06-25T16:53Z [---] followers, [---] engagements "I know you have a very consolidated core holding too so what is your gut telling you conviction wise on which one has the most opportunities $TEM was more of an opportunity play for me versus conviction like $IREN. I entered at [--] after the short seller attack because I believed it was a good opportunity and the short seller's claims were very weak. I had been watching since Pelosi holds long calls and I like the thesis but any sort of biotech/AI is pretty volatile with limited catalyst. (I sold RXRX at [----] for the same concern and I'm glad I did) I believe in the tech but previous" [X Link](https://x.com/Tiger_Strat/status/1937919364193239344) 2025-06-25T17:02Z [---] followers, [---] engagements "Part of the reason I completely exited $HIMS yesterday to fold into plays I have higher conviction in is exactly this. When a community is so unbelievably bullish that they frame every event as a positive instead of challenging assumptions or being open to risk it feels like the sheep are being led to the slaughter. Hyping up generic gummies as a major catalyst of innovation when I believe it should be assessed more cautiously as just enhanced product offerings also made me uncomfortable. Accounts were hyping "but we just launched gummies" right after the NVO news like it was a equal trade 💀" [X Link](https://x.com/anyuser/status/1937923589132448226) 2025-06-25T17:19Z [---] followers, [----] engagements "@JustusFult99485 BROO The pressure is on. Now I got to put on my thinking cap even harder 🤣" [X Link](https://x.com/Tiger_Strat/status/1937925874948464903) 2025-06-25T17:28Z [---] followers, [--] engagements "I don't disagree and acknowledge that as well but it was one of the canarys in the coal mine for me. Peloton was a retail favorite during the Covid bubble also with high institutional ownership and we see how that played out. I genuinely hope the HIMS thesis plays out for retail but because I like to track my holdings quite extensively it just is outside of my risk threshold for now" [X Link](https://x.com/Tiger_Strat/status/1937934454292389910) 2025-06-25T18:02Z [---] followers, [---] engagements "@TheRayMyers $GRAB will be hiding it's PE of [---] from you as well then 😂" [X Link](https://x.com/Tiger_Strat/status/1937945875541541149) 2025-06-25T18:47Z [---] followers, [----] engagements "Did you see the latest news on $NVOs latest trials Amycretin is reported to see over 24% reduction of a patients weight making it immensely better than Wegovy. If you are taking a contrarian approach it would be that NVO has a promising mechanism to negate LLY's advantage in the market." [X Link](https://x.com/Tiger_Strat/status/1937983488621506722) 2025-06-25T21:17Z [---] followers, [--] engagements "@FinalDemon95 $NBIS longs who have been in the trenches all year:" [X Link](https://x.com/anyuser/status/1937984927850537076) 2025-06-25T21:23Z [---] followers, [----] engagements "@Hkaz34 @fatc88 @mvcinvesting Again that's just my risk profile and how I invest. I'm happy with my money elsewhere but I genuinely hope it plays out for you that way bro 💪 Cheers" [X Link](https://x.com/Tiger_Strat/status/1938018192733180290) 2025-06-25T23:35Z [---] followers, [--] engagements "I have a small stake in $ZETA too I was thinking about consolidating into $OSCR but after the jump of Oscr today doesn't seem to be a great time to DCA. Sold my tem this morning 😂 I put half in $IREN and was going to see if the price would come down a little to deploy the rest of it but then of course it just shot up 💀💀💀💀" [X Link](https://x.com/Tiger_Strat/status/1938274473813143804) 2025-06-26T16:33Z [---] followers, [---] engagements "Nice movement on $IREN today. I initiated a position on 6/23 and will continue to accumulate on dips. Synergetic to $NBIS in multiple ways and I believe the overlap is very low in their core areas. As both companies have colocation strategies in play maybe one day they will even partner as $NBIS seeks more leg room in the US/Canada 👀👀👀👀" [X Link](https://x.com/Tiger_Strat/status/1938276331902361790) 2025-06-26T16:41Z [---] followers, [---] engagements "@theBTCMiningGuy Why have exposure to only $BTC when you could have exposure to $BTC and AI at the same time My cost basis for my BTC stake is in the 58s so it would probably also take lower BTC to tempt me to divest from IREN" [X Link](https://x.com/Tiger_Strat/status/1938453342889332878) 2025-06-27T04:24Z [---] followers, [--] engagements "The coolest hypothetical to me is that $NBIS ends up as a colocation partner for $IREN. I don't see NBIS and IREN as competitors but with different core competancies and a lot of synergy. NBIS has [--] different models to secure capacity including colocation and working with partners for custom builds. As NBIS sources lastest gen chips like Gb200s that they have access to that IREN doesn't (1 year backlog NBIS has already deployed due to strong ties to NVIDIA) IREN would offer the the other half of that partnership with the energized capacity and water cooled AI data center space. If NBIS" [X Link](https://x.com/Tiger_Strat/status/1938468532175442396) 2025-06-27T05:24Z [---] followers, [---] engagements "@TacticzH @meeijer I am pretty confident that $NBIS will out perform most of this list. $DLO and $TSM are good picks though" [X Link](https://x.com/Tiger_Strat/status/1938593675958714794) 2025-06-27T13:42Z [---] followers, [---] engagements "$IREN identifies areas where there is a high concentration of renewable energy that cannot be fully utilized with current day infrastructure and technology. For example the solar and wind farms in West Texas generate 37GW of renewable energy but only 12GW of power makes it to major load centers due to capacity and technical constraints. (closest is Dallas) That energy is essentially wasted and sometimes renewables even have to be shut down temporarily. IREN is building huge efficient centers with the right infrastructure for energizing and storing massive amounts of energy directly at the" [X Link](https://x.com/anyuser/status/1938609113832767742) 2025-06-27T14:43Z [---] followers, [---] engagements "@CroConMedia @AInvestorBrief @Tech_Investor20 @gainify_io Also important to note that because they position themselves directly at the source they get access to low cost agreements and help stabilize the energy grid. It's a win win for both $IREN and the energy generators. Large capacity secured at the lowest cost" [X Link](https://x.com/Tiger_Strat/status/1938612423864303726) 2025-06-27T14:56Z [---] followers, [---] engagements "Still happy with the move. Sold $HIMS at a profit @ $45 on Monday and immediately allocated to $IREN which has moved over 28% since then. This strategy out performed averaging into the dip significantly. What I mentioned the day I sold- sure HIMS can recover but why not allocate to something else with high conviction that doesn't have to deal with the drama" [X Link](https://x.com/Tiger_Strat/status/1938629403577057486) 2025-06-27T16:04Z [---] followers, [---] engagements "I don't trade either I just cut one position I evaluated no longer fit my long term risk profile and used the funds to strengthen a position I still believe in. I am in $IREN with a multi year timeline. I understand what you are saying and acknowledge it's a valid strategy but to me HIMS fell outside of being what I consider a "good" company after this latest event so I decided to double down in a company that I still consider to be one. I totally get what people consider to be a good company is up to personal interpretation" [X Link](https://x.com/Tiger_Strat/status/1938634298032030166) 2025-06-27T16:23Z [---] followers, [---] engagements ""this guy" is happy to help explain as well: NBIS has a colocation model where they partner with 3rd party data center companies like Ark in the UK to build out data centers where NBIS is not responsible for the end to end build. Essentially they bring their AI optimized GPUs like NVIDIA GB200s and rack infra into an existing data center that is built by the data center provider so that $NBIS doesn't have to build the data center on their own and be responsible solely for the capex spend themselves. $IREN is one of the companies that are building out large AI optimized water cooled data" [X Link](https://x.com/Tiger_Strat/status/1938819341857776062) 2025-06-28T04:38Z [---] followers, [--] engagements "Roughly almost 50% of my portfolio right now is in $NBIS at a [--] dollar average. That shows you how strongly I have conviction in the company. That being said and reading through the thread you mentioned I would say the reality lays somewhere in the middle. $IREN has a lot more to prove but there is a strong asymetrical opportunity here. Risk on yes- but I believe this is misunderstood just like NBIS is and I'm willing to put my money where my mouth is. Especially with a average cost padded below where it is currently trading I feel this is a worthy opportunity to keep monitoring. Compute and" [X Link](https://x.com/Tiger_Strat/status/1939142333624197484) 2025-06-29T02:02Z [---] followers, [---] engagements "I'm a $IREN bull but if Horizon [--] is used for AI cloud then their capex expenses to secure that much gpu is going to be off the charts. They are already using all of the money they have for the next few years to finish Sweetwater and Childress. They cannot afford to provision that much capacity without seriously limiting expansion growth or raising a shit ton more debt. That's why management prefers and is gunning for the colocation model. They also don't have partnerships at the level NBIS and Coreweave do who already have Blackwell chips due to the strong relationship. IREN would be" [X Link](https://x.com/anyuser/status/1940199495045713988) 2025-07-02T00:03Z [---] followers, [----] engagements "$NBIS heads down. Those of us who have been long before the retail "hype" blew up are used to the volatility of this stock and believe in the long term thesis. Global demand for compute capacity will continue to increase regardless of what platform and technology ends up on top. Conviction is so high that this is 50% of my portfolio at a [--] average. IREN has some of the same promising leadership DNA and I think they will continue to do well too. For these tickers each has a base community that did countless hours of DD before they gained traction on X. those with solid entry points are way" [X Link](https://x.com/Tiger_Strat/status/1940416523249635689) 2025-07-02T14:25Z [---] followers, [---] engagements "Clickhouse is establishing its seat at the table more and more every day. $NBIS Remember Studio Ghibli 🎨 When GPT-4o's image generation launched and everyone went wild making Studio Ghibli characters OpenAI's observability system got SLAMMED. Log volume spiked 50%. CPUs melting. A single division operation was the culprit. We told that story earlier in Remember Studio Ghibli 🎨 When GPT-4o's image generation launched and everyone went wild making Studio Ghibli characters OpenAI's observability system got SLAMMED. Log volume spiked 50%. CPUs melting. A single division operation was the" [X Link](https://x.com/Tiger_Strat/status/1940492323802304694) 2025-07-02T19:26Z [---] followers, [---] engagements "@fatc88 $IREN up roughly 80% since I rolled my HIMS stake into my IREN position.while $HIMS hasn't been able to hold over 50" [X Link](https://x.com/Tiger_Strat/status/1940780383643283821) 2025-07-03T14:31Z [---] followers, [--] engagements "You are not wrong $IREN has gained a lot of visability lately. I would say though there is a curve. Does IREN have more room to run long term with some healthy corrections along the way Yes. Could more analyst coverage be initiated and this name become more known outside of fintwit Yes plenty of room for this to move more "mainstream". I don't see a problem with DCA at this time still if you believe in the long term thesis. It's still a good price to accumulate at before a colocation partner is announced I think asymmetry is still present" [X Link](https://x.com/Tiger_Strat/status/1940819753272045794) 2025-07-03T17:07Z [---] followers, [--] engagements "Genuinely curious have you even seriously taken a deep dive into $NBIS expansion strategy How were they the first to deploy Blackwell in the EU or how close they are to being operational across multiple sites in new regions like the two new US centers NBIS has a modular and diverse strategy to expand capacity in expansion regions including colocation and they have partnerships across the different international geos they are expanding in. See how they are going to rapidly deploy in the UK for example. They have a flexible colocation strategy and they also have their own fully owned centers" [X Link](https://x.com/Tiger_Strat/status/1941287981941129227) 2025-07-05T00:08Z [---] followers, [---] engagements "Thanks for tagging me with this. I think the only thing I would add is to not view Coreweave and NBIS with the same strategy. I would strongly encourage you to read more about NBIS just like how I've been deep diving into IREN and I try to ensure my research comes from actual sources and IR material. Coreweave fundamentally is just a large debt undertaker to scale as quickly as possible while NBIS is expanding in a much more agile and efficient way. It's why I bet in NBIS and not Coreweave. Great convo enjoying the discussion" [X Link](https://x.com/Tiger_Strat/status/1941293323047559451) 2025-07-05T00:29Z [---] followers, [--] engagements "Conductor technologies was a SAAS acquired in [----] for an undisclosed amount. I do not think this was a non significant amount. Weights & Biases was acquired in [----] like you mentioned for 1.7B which is almost HALF of IRENs current 4B dollar market cap. Coreweave had to invest literally half of IRENs market cap in a single company to upscale AI capabilities and move away from bare bones GPU rentals. They couldn't have built some of their key features like mission control without W & B. They also had to partner with companies like Run:ai and VAST Data for cloud/workload management since they" [X Link](https://x.com/Tiger_Strat/status/1941301893021474894) 2025-07-05T01:03Z [---] followers, [--] engagements ""Over [----] organizations worldwide including AstraZeneca Canva NVIDIA Snowflake Square Toyota and Wayve and more than [--] foundation model builders such as OpenAI Meta and Cohere rely on Weights & Biases as their system of record for training and fine-tuning AI models and developing AI applications with confidence. " Weights & Biases came with a huge book of customers and adoption with [--] foundational model builders. That's really hard to replicate from scratch. Thats why I have such high respect for NBIS for what they have accomplished in less than a year" [X Link](https://x.com/Tiger_Strat/status/1941305720034430995) 2025-07-05T01:18Z [---] followers, [--] engagements "I'm bookmarking since I'm with @longoption. NBIS is my bet in Neo cloud. But I also think IREN will keep going up as well due to their strong advantages in GWs secured in North America. There is so many reasons to be bullish on IREN but they do not have the same neocloud capabilities as NBIS. I'm long both for these reasons" [X Link](https://x.com/Tiger_Strat/status/1941311523806187920) 2025-07-05T01:41Z [---] followers, [--] engagements "As a $IREN bull I think the biggest danger to the IREN community is the IREN community itself 😂 there is a very compelling thesis and a lot of potential asymmetry but then people setting unrealistic expectations like this for the retail investors that trade solely on hype are going to lead to a massive shakeout of shares. Know what you own the rest is just noise" [X Link](https://x.com/Tiger_Strat/status/1941565584753225881) 2025-07-05T18:31Z [---] followers, [---] engagements "I've touched on this concern before as well and until we get a timeline from $IREN I don't think we can celebrate yet on NVIDIA confidence. That [--] month bottleneck was first reported last October and IREN still won't get these chips for "months" which will align with the initial backlog of Blackwells taking a year to reach customers from last October. Hyperscalers already had orders in the queue then so it's safe to assume that there will be a larger rollout and implementation of Blackwells post October [----] meaning best case scenario $IREN will be launching around the same time that advance" [X Link](https://x.com/Tiger_Strat/status/1941579397875548174) 2025-07-05T19:26Z [---] followers, [---] engagements "When it comes I feel like Joe Rogan's take on the new American party will be a good bench mark to what impact it actually has 😂 Underestimating platforming and sentiment was a big factor in this election. Politicians would be wise to listen to sentiment the next few weeks" [X Link](https://x.com/Tiger_Strat/status/1941605466087240013) 2025-07-05T21:09Z [---] followers, [--] engagements "Imo- having a large colocation partner would give IREN a potentially large reoccurring revenue stream and a multi year commitment/partnership. They could then use this to finish their current projects and the revenue paired with the revenue from BTC mining would then compound together for them to mature their AI cloud as well in parallel. Thoughts" [X Link](https://x.com/Tiger_Strat/status/1941750523335495757) 2025-07-06T06:46Z [---] followers, [---] engagements "@kakashiii111 phenomenal analysis. I think this is a short must read for anyone looking for additional DD on comparing NBIS and Coreweave. Long NBIS CoreWeave and the Never-Ending GPU Depreciation A Masterclass in Accounting Elasticity CoreWeave and Nebius two public companies riding the AI infrastructure wave both operate nearly identical business models: providing high-performance GPUs such as NVIDIAs H100 and H200 https://t.co/pmRGsSnuEx CoreWeave and the Never-Ending GPU Depreciation A Masterclass in Accounting Elasticity CoreWeave and Nebius two public companies riding the AI" [X Link](https://x.com/Tiger_Strat/status/1942042007871836655) 2025-07-07T02:04Z [---] followers, [--] engagements "Nebius + Foundry Great to see Blackwell clusters available with multi region support already $NBIS" [X Link](https://x.com/anyuser/status/1942982726581203449) 2025-07-09T16:22Z [---] followers, [----] engagements "🚨 $NBIS [----] Sustainability Report DROP TODAY 🚨 (Link ) The report validates $NBIS strategy and engineering talent creating competitive advantages that led to lower TCO: ✅key sustainability metrics = business advantages ✅20% lower TCO through infrastructure efficiencies including resilient hardware design and energy efficiency solutions ✅custom-designed servers saved [--] GWh of energy in [----] alone compared to off-the-shelf alternatives. Find the full report on NBIS website: https://nebius.directus.app/assets/d7469dad-cb90-4a96-8354-16b9e24b5e32" [X Link](https://x.com/anyuser/status/1943351327330857449) 2025-07-10T16:47Z [---] followers, [----] engagements "I see your point but just like any good stock position entry point is a huge part of that equation and $BTC has been cyclical. Even a year ago where you could have built out a decent position for this bull run. I think $BTC becomes a strong candidate for a core position of a long term portfolio. You don't need [--] digit growth per year for BTC it's above market returns still adds value to a portfolios blended return. For example- 10% of my total portfolio is in BTC and it's returned me 99% gains so far. I would never allocate my full port to BTC but maintaining a 10% allocation is in my long" [X Link](https://x.com/Tiger_Strat/status/1943489458453512511) 2025-07-11T01:56Z [---] followers, [---] engagements "Love being in good company @venuguntupalli7 I recently picked up a small lot of [---] shares of $ONDS to track with a $1.68 average and bought a small position in $KTOS and $RCAT as well. Still doing research on the best entry points for the drone thesis but things have stayed hot with the war news cycles (Israel/Ukraine) and the BBB. Have you identified any accumulation points yet" [X Link](https://x.com/Tiger_Strat/status/1943495342022103263) 2025-07-11T02:19Z [---] followers, [---] engagements "I always enjoy getting to converse with you my friend It's always refreshing. I see where you are coming from and I hope it plays out. My personal lack of confidence comes from how complex and confusing the landscape is for health insurance right now (that you clearly have a great understanding of) and how that will translate to conviction if the price pressure continues to drop. I see a lot of retail getting shaken out and with institutional money on the sidelines I agree with a flight to safety but if we really enter another downturn again I wonder if that will be applicable across US" [X Link](https://x.com/Tiger_Strat/status/1943796059831939397) 2025-07-11T22:14Z [---] followers, [---] engagements "@TheStockBro @mvcinvesting It's okay that you missed the opportunity you'll get them next time bud" [X Link](https://x.com/anyuser/status/1944479429495050448) 2025-07-13T19:29Z [---] followers, [---] engagements "@AlvaroMysterio @GoldmanSachs this would be great. Do you have a source or confirmation yet" [X Link](https://x.com/Tiger_Strat/status/1944591628049514942) 2025-07-14T02:55Z [---] followers, [--] engagements "@AlvaroMysterio @GoldmanSachs GOAT" [X Link](https://x.com/Tiger_Strat/status/1944592273733308917) 2025-07-14T02:58Z [---] followers, [--] engagements "@EnvestingEarly @mvcinvesting Anyone who says this still hasn't done [--] minutes of basic research into $NBIS 😂😂😂" [X Link](https://x.com/Tiger_Strat/status/1944742336719954232) 2025-07-14T12:54Z [---] followers, [--] engagements "@longoption @TheEUInvestor I'm going to sign up and throw any of that into $NBIS 😂😂😂" [X Link](https://x.com/Tiger_Strat/status/1944843874092114166) 2025-07-14T19:38Z [---] followers, [--] engagements "@foliotrail @grok @AndrewDudum So just getting this straight you had to convince a AI that is built with a intentional skew to affirm the user that your thesis was correct" [X Link](https://x.com/Tiger_Strat/status/1944844288912928949) 2025-07-14T19:39Z [---] followers, [--] engagements "Hey mate I was in $HIMS and closed my position on 6/23 in a profit. I rolled into my $IREN position the same day and am up roughly 66% on that reallcated position so far. I believe in consolidating into core positions that I have the most conviction in. I have zero regrets about selling $HIMS. I rolled into IREN at the time because I believed the entry point was compelling but my largest position and highest conviction is in $NBIS which is over 40% of my total portfolio. NBIS has done exceptionally well my average is [--] and I will be holding with a multi year timeline unless my thesis" [X Link](https://x.com/Tiger_Strat/status/1944865307526373882) 2025-07-14T21:03Z [---] followers, [---] engagements "@FrameworkWisely Great list $NBIS $CRSP $IREN and $BTC are my current [--] largest positions. Building a stake in $ONDS as the latest project Tempted to DCA into $OSCR at these levels too" [X Link](https://x.com/Tiger_Strat/status/1944965973569646803) 2025-07-15T03:43Z [---] followers, [----] engagements "This is exactly why I closed my $HIMS position on 6/23 at a profit. The risk profile was elevated to a level I do not hold. The confusion and noise around lawsuits will add to the overall negative brand impact I believe the drama around the NVO partnership will bring. And brand image is everything for a ecosystem platform that depends on long term user engagement and confidence. I was clowned by the HIMS bulls when I sold but I believe in only holding positions of highest conviction when a thesis changes I kill the laggards immediately to re allocate into something I believe in strongly. I" [X Link](https://x.com/Tiger_Strat/status/1945499694920020054) 2025-07-16T15:04Z [---] followers, [--] engagements "@YoYInvestor @StockSavvyShay Not true $JOBY just finished testing on unmanned hydrogen power platforms. Multi hour test flights etc. they aren't a one trick pony. Why do you think Toyota has invested over a bil into them directly and provided them direct engineering and production line access" [X Link](https://x.com/Tiger_Strat/status/1945569419855372768) 2025-07-16T19:41Z [---] followers, [---] engagements "$CRSP is looking beautiful today. $CRSP was my first strong conviction position when I started building a portfolio and boy did Biotech teach me many lessons. I've held my core position through long boughts of double digit loss believing in the long term vision. Welcome back to the 60s old friend" [X Link](https://x.com/Tiger_Strat/status/1946206915001790469) 2025-07-18T13:54Z [---] followers, [---] engagements "I have 10% of my total portfolio in $BTC for this reason. I don't see why any investor would choose to not have $BTC as a part of a balanced portfolio. At reasonable entry points BTC offers exposure to asymetrical upside consistently. I DCA on major dips and just hold. Boring strategy but up triple digit returns" [X Link](https://x.com/Tiger_Strat/status/1946217096918294637) 2025-07-18T14:34Z [---] followers, [--] engagements "@DividendDude_X Genuinely curious have you beat the SPY this year with your focus on what some people consider value traps" [X Link](https://x.com/anyuser/status/1946288433556574514) 2025-07-18T19:18Z [---] followers, [----] engagements "IS $CRSP TAKING OFF ✅✅✅ +18% today 🚨 Gene editing has shown immense promise in disrupting the way we fundamentally approach healthcare. For longs like myself who saw the vision even years before the first CRISPR treatment for SCD was approved it has been a long and bloody journey. But my conviction has never been shaken and the thesis is starting to play out. Let's dig a little deeper into today's price action. "Board Director Simeon George disclosed in a Securities and Exchange Commission filing that he acquired approximately $51.5 million worth of the company's stock. According to the" [X Link](https://x.com/anyuser/status/1946311899462713732) 2025-07-18T20:51Z [---] followers, 46.4K engagements "Theres a difference between stocks like $PLTR $ASTS $RKLB and the stocks that div dude always posts about like Oscr UNH and Goog. The stocks you mentioned are high growth stocks. Yes there is overlap between growth and value but it seems like div dude focused on value over growth narratives. My own portfolio is centered around high growth/disruptive stocks as well. Roughly up 72% in the last [--] months 50% YTD. Spy is 20% and 6.5% respectively. So I'm asking div dude if his strategy has paid off for him and allowed him to beat the market too" [X Link](https://x.com/Tiger_Strat/status/1946315404085002319) 2025-07-18T21:05Z [---] followers, [---] engagements "@GeneInvesting Blackrock filing a form 13G quietly yesterday shouldn't be slept on either. Increased from 2.5m shares in April to almost 6m. The stars are aligning. Long $CRSP" [X Link](https://x.com/anyuser/status/1946318315074281663) 2025-07-18T21:17Z [---] followers, [---] engagements "Minor typo: Both the insider buy and Blackrock 13G were filed yesterday and not today- both still occured on the same day" [X Link](https://x.com/Tiger_Strat/status/1946320018779558282) 2025-07-18T21:23Z [---] followers, [--] engagements "Completing the leg work to set the regulation and infrastructure in place for ATC is different than sales volume flowing in IMO. Any competitor will have to scale the same regulatory/infrastructure process where $CRSP has already scaled [--] centers. It's a quantifiable time and logistical advantage. Synergistic as Crispr also has the largest pipeline of treatments. Even in bear case if $CRSP only gets a handful of additional treatments approved the next [--] years those still scale for the existing ATCs. This foundation is both deepest and widest in the industry. That's the long term edge I see" [X Link](https://x.com/Tiger_Strat/status/1946323857150804363) 2025-07-18T21:39Z [---] followers, [---] engagements "No offense but channeling a inner contrarian would have been investing in $NBIS as a asymetrical bet shortly after it's relisting on the NASDAQ and making a bet on its growth narrative in late 2024/the first part of [----] like some of us did while the narrative was a lot less clear and it took more research to plot and piece together the narrative. At this point it's become more mainstream and I think both bear and bull cases are very well covered there are plenty of passionate folks on either side at this point" [X Link](https://x.com/Tiger_Strat/status/1946349488559255641) 2025-07-18T23:20Z [---] followers, [---] engagements "@robbymayydoit @DividendDude_X Brk.b and brk.a is in a different world than someone who is shrilling Goog 😂 your statement is true but not relevant here imo" [X Link](https://x.com/Tiger_Strat/status/1946349933352640725) 2025-07-18T23:22Z [---] followers, [--] engagements "@paulcerro @matt59606024 I think the $HIMS bulls have to reply on hopium lately to try to keep the bags afloat. I have not seen a actual good bull thesis or data pointing to stable growth trends other than "trust management bro" or "we can pivot and get market share in this new area trust us bro"" [X Link](https://x.com/Tiger_Strat/status/1946674317057491193) 2025-07-19T20:51Z [---] followers, [---] engagements "This is taking a blindly optimistic view while not accounting for actual risk or reality. Have you looked into the HIMS marketing model They use data and personalization to identify channels of growth and aggressively scale investments in all channels where they see growth and market opportunity. This is part of the flywheel of the ecosystem they are trying to build. Core business slowing down means that marketing spend has slowed down only because they see less demand in the core areas. They have shown a willingness to spend a significant amount of revenue on reoccurring marketing meaning" [X Link](https://x.com/Tiger_Strat/status/1946678225192571084) 2025-07-19T21:07Z [---] followers, [---] engagements "@matt59606024 @paulcerro @matt59606024 here is mine. Now post yours 🥱 I sold all of my HIMS at a profit on 6/23 rolled into IREN which has risen over 70% since. Meanwhile- HIMS has done what 12% Let's see your performance" [X Link](https://x.com/Tiger_Strat/status/1946679327430504738) 2025-07-19T21:11Z [---] followers, [---] engagements "Personally mate yes I do think they will miss. I really liked the growth narrative of HIMS and no hate I think they had some brilliant marketing strategies that should be studied by marketeers for capturing disruption but I think in the next year HIMS will struggle with market expectations as they pivot due to the issues with glp-1 and the brand impact of the lawsuits/drama in the space. In this bull market and with valuations at these levels I think money will be very fickle and even minor disappointment will cause outflows and repositioning of capital. I was a HIMS bull but I have managed" [X Link](https://x.com/Tiger_Strat/status/1946680800445108228) 2025-07-19T21:17Z [---] followers, [---] engagements "Good luck I genuinely hope you don't get burned. At this stage of a bull run companies can make earnings expectations and still crash due to high flying expectations of growth that kept the stock propelling forward. I see a big risk of this for HIMS with core slowdown + glp-1 drama. Happy hunting" [X Link](https://x.com/Tiger_Strat/status/1946748631979065651) 2025-07-20T01:46Z [---] followers, [--] engagements "I was a early $PLTR bull too I had very strong confidence in the technology early on since I did a stint in federal consulting and it was clearly becoming the next big thing. I know you are aware but PLTR was building a confluence of unstoppable factors to give it the momentum it has today. Entrenchment with government relationships + large contract size/entrenchment + a technology/service no one else can replicate + other factors led its "aquire expand scale" model to be as explosive as it is today. The advantages and tech palintir built is infinitely in a different world than the HIMS" [X Link](https://x.com/Tiger_Strat/status/1946763348743540842) 2025-07-20T02:45Z [---] followers, [---] engagements "@EndicottInvests this was my exit post for HIMS and why I personally chose to close my position. I am sure we invest in similar ways I hold stocks I have the strongest conviction in. My confidence in my other positions was higher and IREN was at the best entry point in my portfolio at the time. The money I rolled out of HIMS is up 70% in IREN since 6/23. No regrets. https://x.com/Tiger_Strat/status/1937276502225412594t=ktt2SLQzBdQEcSthjrkqTg&s=19 https://x.com/Tiger_Strat/status/1937276502225412594t=ktt2SLQzBdQEcSthjrkqTg&s=19" [X Link](https://x.com/Tiger_Strat/status/1946764534418735575) 2025-07-20T02:50Z [---] followers, [--] engagements "Good luck mate you are clearly passionate and I am sure you will continue to kill it in the market. I am just very wary of HIMS claims for any technology/proprietary advantage since I have been in the Martech/customer data space for years now. Everything they claim to do as a proprietary advantage any half decent CDP can do the same with the right data. The high end CDPs with millions of dollars of AI integration or native AI architecture could be argued to be even more powerful all it would need is a data set of which multiple exist. And now that companies like ZETA are offering to bring" [X Link](https://x.com/Tiger_Strat/status/1946767235483050175) 2025-07-20T03:00Z [---] followers, [---] engagements "This is up to the individual. No one else is coming to save you. There are those who are learning prompt engineering and other AI skill sets in their free time from work and those who are not. The only real avenue of escape would be financial freedom before full disruption. Personally I am doing both- upskilling in my free time and investing heavily on where I see disruption happening" [X Link](https://x.com/Tiger_Strat/status/1947115183114985580) 2025-07-21T02:03Z [---] followers, [---] engagements "Today is a record morning for me in the market. My [--] horsemen are running $NBIS $IREN $CRSP $ONDS Thanks be to God" [X Link](https://x.com/Tiger_Strat/status/1947311433491878177) 2025-07-21T15:03Z [---] followers, [----] engagements "Agree with Rose. Being in the Martech space- SEO will be replaced with GEO (generative engine optimization). 50% of Google searches now include a AI overview pushing standard searches below the fold 7/10 users don't read past the first third of a AIO and traditional search results are below that completely. There is at least a 25% estimated reduction in the industry for organic web traffic due to the rise of these zero click powered answers" [X Link](https://x.com/Tiger_Strat/status/1948151138370335157) 2025-07-23T22:40Z [---] followers, [--] engagements "I agree with your sentiment on AI but I don't think the comparison with the dotcom bubble is fully accurate. Cisco fell 80% during the dotcom bubble Amazon fell 90% during the dotcom bubble Companies with huge value propositions for the Internet were also dragged down. Working in the tech space- there definitely is a bubble in the sense that many start ups/companies do not really add real/meaningful value or have valuations that reflect expectations that could be argued as unreasonable. Most of these companies will have very little to do with the actual tangible benefit or advancement we see" [X Link](https://x.com/Tiger_Strat/status/1948774150325047309) 2025-07-25T15:55Z [---] followers, [--] engagements "It's cute to see that this triggered you this much. I didn't even mention the article. The only thing that matters in the market is performance. I was a HIMS bull and sold in a profit on 6/23 when it no longer fit my criteria due to the NVO drama. I rolled my entire HIMS position into another position I had higher conviction in and it's up over 80% since then. Meanwhile HIMS hasn't even recovered yet. What's your performance" [X Link](https://x.com/Tiger_Strat/status/1948811257030541332) 2025-07-25T18:23Z [---] followers, [--] engagements "@eMoney1776 @great_martis Can anyone remind me which Blackrock ETF is most profitable this year 🫡" [X Link](https://x.com/Tiger_Strat/status/1948955312666402961) 2025-07-26T03:55Z [---] followers, [--] engagements "NBIS being headquartered in the Netherlands means it would fall under the ECB's 2% rates. That's one of the current near term advantages it has as a European AI play it can secure capital at a cheaper rate currently than Coreweave and American based companies. I assume you are talking about US rate cuts curious how would that help NBIS" [X Link](https://x.com/Tiger_Strat/status/1949826810109370514) 2025-07-28T13:38Z [---] followers, [---] engagements "I wouldn't say it's this cut and dry. For example- Nokia is leading a consortium bid for a AI factory to be built in Finland based on success for LUMI and with the Finnish governments blessing. Regional government subsidies and support like from Finland directly may not be factored into the 200b investment directly from the EU. From the Finnish articles reporting on the breakdown- "Under preliminary plans private partners would cover around [--] percent of the investment and all operational costs." Also- remember these factories are so high visability and large that these RFPs are being done at" [X Link](https://x.com/Tiger_Strat/status/1949902162571776033) 2025-07-28T18:37Z [---] followers, [--] engagements "@SamPete60266613 @anandragn @grok It's $NBIS" [X Link](https://x.com/Tiger_Strat/status/1951070931238916285) 2025-08-01T00:02Z [---] followers, [---] engagements "Having managed national brand level enterprise CDP implementations when CDPs were first introduced the shifting landscape of the best providers has been very interesting to follow. Zeta has climbed steadily into the top quadrant and it will be interesting to see how they continue to track against established leaders like Adobe Real Time CDP. I have been following $ZETA for a while and am rooting for them but I think that betting on the leader of the martech+AI space is still very risky with how quickly I see the space changing (large enterprises changing CDP providers etc) and that is why the" [X Link](https://x.com/Tiger_Strat/status/1952417382124990967) 2025-08-04T17:12Z [---] followers, [----] engagements "Got plenty of flak from $HIMS bulls about $HIMS never failing to beat a earnings estimate but today's earnings call only validates my thesis and why I personally closed my position in a profit earlier this summer. This might be a unpopular take for $HIMS bulls but today I closed my position while I was still in a profit and here's why: Today's price movement could be approached with either a buy or sell strategy but for me the news moved HIMS into a risk weight I was not comfortable This might be a unpopular take for $HIMS bulls but today I closed my position while I was still in a profit and" [X Link](https://x.com/Tiger_Strat/status/1952466384715485670) 2025-08-04T20:27Z [---] followers, [---] engagements "$ZETA looking strong after earnings Still a small position for me going into the September chop with potential buy opportunities ahead but I will be tracking with great interest @weary_centurion My average is currently [-----] but it's a small position for me- Having a background in tech consulting specifically in the Martech space I was sold when I saw ZETA climbing the rankings for CDP platforms. Adobe remains at the top but zeta can iterate faster as a native AI https://t.co/5V89ZdZcKy @weary_centurion My average is currently [-----] but it's a small position for me- Having a background in" [X Link](https://x.com/Tiger_Strat/status/1953129840753652175) 2025-08-06T16:23Z [---] followers, [---] engagements "Time flies My first post on X was $NBIS going into Feb earnings. I created an account after lurking since I wanted to engage with more of the $NBIS family. A lot can change in a few months $NBIS went from a small position in my portfolio to my largest holding due to the strong conviction I have in its long term strategy. I am going into tomorrow with a full allocation and am prepared for volitity in either direction. Let's ride 🍻 #NBIS is not my largest position but I follow it with great interest. There are many factors that even if they can capture a few of them this year could lead to a" [X Link](https://x.com/anyuser/status/1953147751702663679) 2025-08-06T17:34Z [---] followers, [----] engagements "If you are a retail investor that does not invest solely in ETFs it does not make sense to over allocate into many stocks that you cannot keep up with. We are not a hedge fund with unlimited resources. Holding 5-10 stocks that you can carefully research and monitor has worked best for me. Consolidation is not necessarily a bad thing as long as you have a strategy to account for risk" [X Link](https://x.com/Tiger_Strat/status/1953456331613970629) 2025-08-07T14:00Z [---] followers, [--] engagements "@RklbsFan @weary_centurion Holding both large positions in $NBIS and $IREN over here believer in both of them" [X Link](https://x.com/Tiger_Strat/status/1953526195900825734) 2025-08-07T18:38Z [---] followers, [---] engagements "@8teAPi What exactly is your point here Just because you don't eat shit in one toilet doesn't mean you go eat the shit in the next stall thinking its safer. In no world should skipping independent testing for manufactured food for consumption be allowed" [X Link](https://x.com/Tiger_Strat/status/1953629947442213360) 2025-08-08T01:30Z [---] followers, [--] engagements "$NBIS this week has seen a lot of post of people regretting selling too early etc. I'll say it again for those who have a position $NBIS is not a trade. This is a long term hold you want to keep your core position with a time horizon past [----]. There is too many potential catalyst to try to time. Buy on corrections and keep monitoring the thesis to see if any risk comes up that fundamentally changes it. Ultimately do your own DD so that you can understand if the risk tolerance is for you. To me NBIS still is an asymmetrical opportunity to continue to add into at the right levels. Great week" [X Link](https://x.com/anyuser/status/1953937412318802064) 2025-08-08T21:52Z [---] followers, [----] engagements "@LeStonkJames Happy to see the thesis play out man. It's a honor to man the trenches with you 🫡🫡🫡 anything new on your radar I've been starting to accumulate more cash going into late Aug/Sept" [X Link](https://x.com/Tiger_Strat/status/1954026970389348631) 2025-08-09T03:48Z [---] followers, [--] engagements "@StockSavvyShay Like I told you months ago you keep missing $NBIS and even in this category it may outperform your incumbents. Clickhouse already has performance metrics that outclass both Snowflake and Databricks in speed and cost efficiency" [X Link](https://x.com/anyuser/status/1954223960293265630) 2025-08-09T16:51Z [---] followers, [----] engagements "Until Adobe can meaningfully scale it's AI practice (firefly and Agentic haven't scaled quite as fast as they were hoping) $ADBE only has ground to lose. Native AI platforms like zeta can launch CDP+ with native AI architecture that is optimized for AI and large data sets while Adobe has to refactor legacy code. Zetas CDP has quickly risen to the top to compete with Adobe Real Time CDP. When Adobe became dominant as the enterprise Martech provider it reached a point that future growth was limited in these large segments and they are dying from a thousand paper cuts while net new growth" [X Link](https://x.com/Tiger_Strat/status/1954411528410538204) 2025-08-10T05:16Z [---] followers, [---] engagements "This is one of the reasons to be bullish about $NBIS my guy not bearish. EU AI Invest is spending billions of dollars to build out European AI factories with government and private funding to lower the EU's dependency on US tech. NBIS is positioned for future government grants and large scale projects too UK data center for example. Interest rates by the EU Central Bank are much lower than the US right now meaning NBIS can source additional capex at a much lower rate than Coreweave and us based competitors. You already can see Coreweaves insane debt burden versus NBIS having a very clean" [X Link](https://x.com/Tiger_Strat/status/1954587630328594907) 2025-08-10T16:56Z [---] followers, [---] engagements "@Zeff_Pena @mvcinvesting Most of us longs will be happy tracking the multi bagger for NBIS from the 30s lol. It doesn't have to 10x from here the thesis has been rolling all year" [X Link](https://x.com/Tiger_Strat/status/1954625726042534226) 2025-08-10T19:27Z [---] followers, [---] engagements "@SaiseiShoshin I'm still averaging in at the current price. In the long term a dollar of difference won't matter. Hoping earnings gives us a good dip though 😂😂😂" [X Link](https://x.com/Tiger_Strat/status/1954659681886200050) 2025-08-10T21:42Z [---] followers, [--] engagements "@Ze1ooooo @CJ_h04 Way smaller port but I havent seen Sunday night movement like this in the port 😅😅" [X Link](https://x.com/Tiger_Strat/status/1954733604321284304) 2025-08-11T02:36Z [---] followers, [---] engagements "Sunday night thoughts for Market plays for the upcoming week: Adding to $ONDS $IREN $DLO Admiring $NBIS every time I open my brokerage 😂" [X Link](https://x.com/Tiger_Strat/status/1954738460134125764) 2025-08-11T02:55Z [---] followers, [---] engagements "This is bigger than most people realize. Working in tech this scares me. We have reached a turning point in our civilization where we are about to be building for more AI "workers" than humans. IN THE COMING MONTHS Validates my personal thesis of 40-50% job disruption in [--] years due to AI/robotics" [X Link](https://x.com/Tiger_Strat/status/1954937727826161979) 2025-08-11T16:07Z [---] followers, [--] engagements "@thejobchick @thejobchick when you start hearing about job cuts at Toyota who typically never cuts at OEM level (not talking about the dealer side which are separate entities) that's when the US Automotive industry really will be in trouble 😅😂" [X Link](https://x.com/Tiger_Strat/status/1954943871391285697) 2025-08-11T16:31Z [---] followers, [--] engagements "@SaiseiShoshin @mirsblog @Sandeman52 @SecDuffy @OndasHoldings @SaiseiShoshin I am also a $NBIS and $ONDS investor great to meet a brother it's a nice pair" [X Link](https://x.com/Tiger_Strat/status/1955148691616023010) 2025-08-12T06:05Z [---] followers, [---] engagements "@dingies @DGretta_Author Oh no I'm only up *checks 132% now instead of 138% 😭😭😭 Stocks don't move in a straight line man $NBIS has had a stellar run this year and was a great position to build" [X Link](https://x.com/Tiger_Strat/status/1955783540806746305) 2025-08-14T00:08Z [---] followers, [---] engagements "@stormbringer196 @EndicottInvests This is where having a [--] dollar average in a heavy position in $NBIS pays off. Some of us are just chilling here 😎 I am way more comfortable with my risk profile with my average and will be waiting for the next opportunity to buy more" [X Link](https://x.com/Tiger_Strat/status/1956041717771067493) 2025-08-14T17:14Z [---] followers, [---] engagements "@BourbonInsider This is what I saw" [X Link](https://x.com/Tiger_Strat/status/1956142121322430963) 2025-08-14T23:53Z [---] followers, [---] engagements "@LEADER_TRADING I just made it to [----] shares this morning of IREN 💪 [----] shares of $NBIS [----] shares of $IREN These are my highest conviction plays for AI infrastructure right now" [X Link](https://x.com/Tiger_Strat/status/1956426095772750020) 2025-08-15T18:41Z [---] followers, [----] engagements "End of week portfolio update. A very productive week $NBIS my largest position closed above [--] Accumulation in $IREN and $ONDS $DLO up 43% after earnings Started a small $UNH position before the buffet surprise news and deployed a little more yesterday. Trimming some $CRSP for cash for September volatility but still very long on the position. Just de-risking. Getting close to the 200k milestone What a journey so far" [X Link](https://x.com/anyuser/status/1956520020755763460) 2025-08-16T00:54Z [---] followers, [----] engagements "I think selling $IREN right here before earnings is like selling $NBIS before earnings too and that the patience call out might apply here too 😅 I'm not expecting $IREN to announce a colocation partner this earnings but I think updates on their GW capacity is going to be a meaningful data point for the market to digest. When I initiated a position in IREN it was discounting the $BTC element all together. But we will get into seasonal chop so I understand why you locked in profit I just hope you won't regret it" [X Link](https://x.com/Tiger_Strat/status/1957901735223308643) 2025-08-19T20:25Z [---] followers, [---] engagements "I totally admit I may regret this but $DLO was a smaller position for me so I sold to raise more money for cash to add to core holdings on support levels and for general flexibility with market conditions right now. Justification- After the post earnings run paired with the current market chop I see limited further upside for $DLO right now. I feel that we may get another opportunity to add to this position lower than [--] in the coming month or two. Seems like a good level to take profit and look for the next entry point for those who don't have a fully mature position yet. Still very bullish" [X Link](https://x.com/Tiger_Strat/status/1958177771521224907) 2025-08-20T14:42Z [---] followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@Tiger_Strat Flying Tiger Strategies
Flying Tiger Strategies posts on X about $nbis, $iren, ai, in the the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
Engagements: [-----] #
- [--] Week [------] +1,508%
- [--] Month [------] +517%
- [--] Months [-------] -57%
Mentions: [--] #
- [--] Week [--] +500%
- [--] Month [--] +108%
- [--] Months [---] -29%
Followers: [---] #
- [--] Week [---] +1.50%
- [--] Month [---] +2.50%
- [--] Months [---] +117%
CreatorRank: [-------] #
Social Influence
Social category influence stocks finance technology brands countries cryptocurrencies automotive brands currencies travel destinations social networks financial services
Social topic influence $nbis #80, $iren, ai, in the, $onds, term, $hims, strong, bullish, $crsp
Top accounts mentioned or mentioned by @mvcinvesting @frameworkwisely @dividenddudex @geneinvesting @ftrinvestors @samsolid57 @spectre66814034 @maironcoin @stocksavvyshay @endicottinvests @boujeefinances @invincible322 @hypertechinvest @wearycenturion @agrippainv @goldmansachs @babyfolio @moninvestor @gclandesti37321 @longinvest32
Top assets mentioned Nebius Group N.V. Class A Ordinary Shares (NBIS) Iris Energy Limited (IREN) Ondas Holdings Inc. Common Stock (ONDS) Hims & Hers Health, Inc. (HIMS) CRISPR Therapeutics AG (CRSP) Palantir Technologies Inc. (PLTR) Alphabet Inc Class A (GOOGL) DLocal Limited (DLO) Bitcoin (BTC) Grab Holdings Limited Class A Ordinary Shares (GRAB) Oscar Health, Inc. (OSCR) ZetaChain (ZETA) Uber Technologies, Inc. (UBER) CoreWeave, Inc (CRWV) Goldman Sachs (GS) BlackRock Inc (BLK) Eos Energy Enterprises, Inc. (EOSE) Rocket Lab USA, Inc. Common Stock (RKLB) Nokia Corporation (NOK) Tempus AI, Inc. (TEM) Accenture (ACN) Microsoft Corp. (MSFT)
Top Social Posts
Top posts by engagements in the last [--] hours
"@LuoshengPeng @LuoshengPeng I like the way you conduct yourself on this account and would like to hear your opinion. I would be curious to see if you have any thoughts on $nbis specifically"
X Link 2025-03-03T04:02Z [--] followers, [---] engagements
"Coreweave IPO is bullish for $nbis as it brings more visability into compute as a service but market sentiment will be a huge factor for if the IPO goes well. I hope the Coreweave team will keep that in account for their IPO date as the effects will be felt in the ecosystem. 🙏"
X Link 2025-03-03T22:48Z [---] followers, [----] engagements
"@texasrunnerDFW as a expert in the area how do you feel about the appreciation potential of the area around Aubrey/Providence Village/Savannah Being close to things like the PGA the new fields development and future Universal site Seeing if it's worth sticking out the [---] traffic for a few more years 😂😂😂😂"
X Link 2025-03-13T02:04Z [--] followers, [---] engagements
"@Appliedmem777 @teneikaask_you The average one year salary of a Chinese factory is around [----] dollars average USD per YEAR. Im genuinely curious at how you think capital cost of building new US factories+ higher supply chain cost+ US wages will accomplish what you outlined"
X Link 2025-04-13T23:45Z [---] followers, [----] engagements
"@OddDiligence The fact that $nbis integrated Deepseek within days into their offerings makes me think that they are able to lease/do business with potentially some of the crowd you mentioned. Especially if said company is listed in HK Singapore etc I would think"
X Link 2025-04-18T03:41Z [--] followers, [---] engagements
"Actually $nbis offers the most affordably and flexibility in contract terms due to their lower energy and maintenance cost giving them a competitive advantage. In March all of their capacity was sold out and they even leveraged more chips to sell that as well. Fast tracking multiple expansions. The numbers behind the scenes don't lie. Nbis is a sleeping giant"
X Link 2025-04-18T07:45Z [--] followers, [---] engagements
"Welcome to the trenches 🍺 I think $nbis is one of the best asymmetrical plays out there right now at this price. I am continuing to accumulate at these prices. Full stack AI cloud Tangible cost advantages custom physical racks energy efficient infrastructure sold out capacity in March robust and healthy growth plan and promising subsidiaries. Always invest in great leadership and how quickly $nbis was able to pivot after Yandex is nothing short of phenomenal. Real risk exist. But fortune favors the bold"
X Link 2025-04-19T20:17Z [---] followers, [---] engagements
"With sold out capacity in March $nbis is on track to make the 750-1b ARR they are looking for. And that's before the scaling of many of their in flight initiatives. What you are saying is one way to look at the stock but the growth story is very promising. Would be interesting to revisit this in a year"
X Link 2025-04-19T20:20Z [--] followers, [---] engagements
"@FrameworkWisely great research and looking forward to earnings. I think it would be great for you to address your take on Q1 "high PE" perception for investors who are newer to following $nbis which may cause some concern rather than the promising framework that the longs have been holding. We want maximum traction going into this earnings 🍺"
X Link 2025-04-20T17:59Z [--] followers, [---] engagements
"Nice find. Market sentiment will surely push down $nbis as a reactionary measure like we see the 5% drop today along with general market sentiment but $nbis was never reliant on AWS or MSFT for the specialized AI workflow capacity they are renting out. Especially if they were already sold out in March. I saw today as a DCA opportunity but also keeping more powder in case the market keeps dropping"
X Link 2025-04-21T18:07Z [--] followers, [---] engagements
"$NBIS fam it's been a wild ride this year in the trenches. It feels like we are finally picking up traction and coverage on fintwit again which those of us longs with strong conviction who were DCA'ing during the swings are happy to see. I've seen many new names posting about this stock in anticipation of earnings. Education and community go a long way. When you see new accounts interested or excited let's contribute to the sentiment. The more of a light we shine in this space the more of a foundation we can help build. 💪💪 I found $nbis after riding pltr from the 20s and looking for other"
X Link 2025-04-24T23:32Z [---] followers, [----] engagements
"This has been posted multiple times so please help share but the earnings dates that were forecasted this week for earnings are NOT accurate. The online sources were still pulling from historical data when $nbis was Yandex. If you go to nbis actual site they have not published any earnings date yet for this quarter. So it will probably be early to mid May"
X Link 2025-04-25T16:31Z [--] followers, [---] engagements
"@FrameworkWisely $nbis bros see the vision. Coreweave bros chase the short term party"
X Link 2025-04-30T22:35Z [---] followers, [---] engagements
"@Compart42 @FrameworkWisely Im glad you can use AI to do your thinking for you Very proud. Coreweave shifted to AI infrastructure in [----] and NBIS only pivoted in [----] and they are already ranked higher than some hyperscalers and only one tier below Coreweave's [--] year lead. Like I said. Wait and see"
X Link 2025-05-01T02:59Z [--] followers, [---] engagements
"@BoujeeFinances @Invincible_322 I would argue that $CRSP is the strongest bet in the space against the other pure Crispr competitors due to its partnership with vertex and being the only company that has gotten both FDA and euro approval for a Crispr therapy"
X Link 2025-05-05T03:00Z [--] followers, [---] engagements
"@GeneInvesting @BoujeeFinances @Invincible_322 I've been invested in Crispr tech - [----]. I've held all at some point including @ the same time. Any competitor will face same/harder rollout (w/out Vertex scaling) after getting 1st approval. I don't see ntla scaling to profit any faster"
X Link 2025-05-06T02:36Z [--] followers, [---] engagements
"@GeneInvesting @BoujeeFinances @Invincible_322 Ntla - [--] named programs in pipeline CRSP- 21+ IMO- $CSPR current valuation is pure exa-cel. You get the largest pipeline at pennies. $CSPR w/biggest backlog=Biggest upside + the only company with experience getting full fda approval gets my vote to scale quickest"
X Link 2025-05-06T02:40Z [--] followers, [---] engagements
"@ISITrading2717 $NBIS under [--] is a great asymetrical bet with exposure to many tailwinds in GPU capacity AI and AI Cloud and promising subsidiaries like AVride w/the 3rd most autonomous car hours + Hyundai partnership. 10k in $nbis will be either be a inconsequential loss in [--] yrs or a 10x"
X Link 2025-05-06T04:58Z [---] followers, [----] engagements
"@GeneInvesting @BoujeeFinances @Invincible_322 If you took away the roughly 2b in just cash $CRSP has you have a market cap of roughly 400m than NTLA. So that 400m accounts for a vast difference of pipeline and also revenue from an approved product I personally don't think so"
X Link 2025-05-06T05:06Z [---] followers, [---] engagements
"@ruth_capital Leverage is not in everyone's risk profile and not mandatory for a successful strategy. Accumulation and compounding is why everyone should start investing as young as possible. If you can amass the first 100k before your 30s that is a great foundation"
X Link 2025-05-07T14:20Z [--] followers, [--] engagements
"@bernhipke @yianisz @HyperTechInvest Bad news for retail How Bezos expeditions takes a long term strategy to nurture what they see as promising disruptive technologies. They invested in Uber Airbnb and MakerBot as some examples. $Nbis will profit from equity w/out spending $ while focusing capex on gpu core"
X Link 2025-05-08T00:01Z [---] followers, [---] engagements
"@GenevaInvestor @TacticzH I think many growth investors use the same framework to find asymetrical plays and I know many that are in both $HIMS and $NBIS. If you think NBIS is just buzzwords you clearly haven't looked into the company and if you get emotionally triggered by a tweet good luck 😂"
X Link 2025-05-11T02:37Z [--] followers, [---] engagements
"@B2F_Investing @amitisinvesting Toyota and $GRAB have a very deep partnership it's unlikely that AVride with the Hyundai partnership would get an official partnership with Grab without AVride making deeper connections with Toyota first"
X Link 2025-05-12T04:50Z [--] followers, [---] engagements
"@hypergrowth102 Took my profits from $PLTR after riding from the 20s and allocated it 100% to $NBIS with a current average of 28"
X Link 2025-05-17T11:13Z [---] followers, [---] engagements
"@ftr_investors @Spectre66814034 $NBIS is not just a GPU capacity company. They are executing ruthlessly to become a key part of the entire AI ecosystem and their leadership is top notch. Many growth opportunities outside of US tech. Look at the Israeli deal. The way they scale out is so promising long term"
X Link 2025-05-17T15:28Z [---] followers, [----] engagements
"@ftr_investors @Spectre66814034 If you haven't I would really encourage you to check them out. Earnings is coming up this week 🍺 since they just started trading in the fall we are still so early. The $NBIS community is great and has strong conviction reminds me of early PLTR"
X Link 2025-05-17T16:00Z [---] followers, [----] engagements
"$NBIS ✅✅✅ MY STRONG CONVICTION SIGNAL FOR EXPLOSIVE GROWTH: I monitor NBIS on LinkedIn and they have been quietly scaling for [--] new verticals a testiment to their laser focus and growth potential: 📍Retail AI 📍Physical A 📍Media & Entertainment 📍Financial Services"
X Link 2025-05-20T02:22Z [---] followers, 19.5K engagements
"I am very excited about the GTM descriptions - clear existing partnerships roles in each vertical including specific NVIDIA channel teams and service providers and exploring new ecosystem partners like consultancies and potential channel leaders"
X Link 2025-05-20T02:23Z [---] followers, [----] engagements
"This shows the breadth of $NBIS partnership with NVIDIA beyond GPU capacity and validates my theory that $NBIS will continue to scale into AI cloud verticals beyond pure infrastructure in line with their cloud experience as Yandex. This is extremely bullish- higher ARR"
X Link 2025-05-20T02:23Z [---] followers, [---] engagements
"Growing these verticals and specific services within the full stack AI cloud $NBIS has created is key to grow the services with the 30% profit margins they are looking for- with less intensive capex requirements and without the same shelf life that GPU chip gens carry"
X Link 2025-05-20T02:23Z [---] followers, [---] engagements
"Going into earnings $NBIS is now roughly 40% of my portfolio and I maintain that this is one of my strongest conviction long term holds regardless of what happens with price action short term"
X Link 2025-05-20T02:23Z [---] followers, [---] engagements
"Fintwit- for stocks floating around 4-5 dollars it seems that both $bbai and $grab have promising potential bull narratives and a core base with high conviction. At these levels anyone with any strong arguments on which is a good buy and why Why researching these two specifically I am working on accumulating batches of 1000+ shares of potential high growth stocks and the 4-5 range makes it easier to accumulate within this range. Asymmetry is the friend of ports with less capital to throw around. Open to researching any other suggestions"
X Link 2025-05-29T04:34Z [--] followers, [---] engagements
"@A_May_MD @Nyjmitch757 @GeneInvesting What are your thoughts on $crsp I agree on $ntla risk even at these levels"
X Link 2025-05-30T04:42Z [--] followers, [---] engagements
"Pretty sure the CEO mentioned that only as one of the potential avenues of ways that $NBIS can raise funding without dilution or debt. They have been vocal in advocating that they have multiple avenue streams for capital raise/cash flow without debt or diluting shares. And this just screams confidence that they see that doubling down in clickhouse right now is the right deployment of capital for a higher future yield. This is one of the reasons why it's great NBIS has a strong cash balance and zero debt. They are extremely agile and can pivot on the right opportunities. Brilliant leadership"
X Link 2025-05-30T17:36Z [--] followers, [---] engagements
"@freespiritmnf Do you see any catalyst events for $oscr in this quarter or is the strat to set and forget as the growth narrative plays out New to the $oscr gang began my position this week 🍺"
X Link 2025-05-30T22:57Z [--] followers, [--] engagements
"Would not be surprised if $NBIS announces a Switzerland hub in the next two years. Europe continues to invest in EU AI competancies independent of US tech. STATE OF AI: SWITZERLAND - THE 8-MILLION PERSON NATION STEALING SILICON VALLEY'S BEST MINDS Google's top AI researcher just left Mountain View for Zurich. Meta's computer vision lead followed. Microsoft's privacy AI team relocated entirely. What the hell is happening in https://t.co/byE0acBi4Z STATE OF AI: SWITZERLAND - THE 8-MILLION PERSON NATION STEALING SILICON VALLEY'S BEST MINDS Google's top AI researcher just left Mountain View for"
X Link 2025-06-02T13:19Z [--] followers, [---] engagements
"@MaironCoin Thanks for the encouragement to get in My only regret is I didn't have more dry powder to buy more last week 😂🍺🍺"
X Link 2025-06-02T15:53Z [---] followers, [--] engagements
"100% agree. Paper hands will paper hands. True longs saw the opportunity you called out and took today's dip to DCA in. No "dilution" if those shares keep acclumulating at a discount 😏 Those who bought in the AM almost got the full eventual "dilution" amount priced in 🤣"
X Link 2025-06-02T21:07Z [--] followers, [---] engagements
"@MilknHoneyCap Taiwan has Michelin star rated vendors at night markets that you can get a full meal at for less than $5 USD. Some of the best food I've had in all of my travels"
X Link 2025-06-02T21:36Z [--] followers, [--] engagements
"@yennomee $NBIS gang unite 💪💪"
X Link 2025-06-03T03:58Z [--] followers, [---] engagements
"Other potential catalyst for $NBIS coming out soon: London Tech Week: June 9-13th where $NBIS is a diamond partner. Arkady himself will be presenting. Continued AVride updates around the Austin Texas roll out. Dallas rollout of robotic delivery has also been in progress the last few months. New Jersey data center phase One- phase one operational sometime this summer"
X Link 2025-06-04T16:48Z [---] followers, [---] engagements
"@weary_centurion This is a more bullish flag for $OSCR than anything their PR team could have done on their own"
X Link 2025-06-04T22:14Z [---] followers, [---] engagements
"@StockBoyBull Risking 30k for a [---] dollar profit seems a high risk beta. If you are looking for a 2-5 dollar move why not on a stock like $nbis $apld $crwv or $hims that are also moving a few dollars a day where the cost per share isn't so high Genuinely curious not criticism"
X Link 2025-06-04T23:34Z [---] followers, [---] engagements
"Awesome analysis. I have such strong conviction that $NBIS is nearing 50% of my non 401k port. 😂 I understand why people chased Coreweave but I'm on a mission to build out large long term foundations and I've placed my trust in $NBIS to accomplish that in the AI neocloud space. The benefit not mentioned in your financials above is how much potential all of $NBIS subsidiaries like AV ride have"
X Link 2025-06-06T01:12Z [---] followers, [---] engagements
"I manage millions of dollars worth of the tech stack for a Fortune [--] brand using Adobe enterprise products and I've participated at Adobe Summit the last two years. (One of the largest Martech conferences in the world) I was once invested in Adobe too but have been less than impressed by their current state. They have reached a wall for growth for enterprise clients and have been pivoting hard to genAI and strong arming cloud migrations by trying to deprecate older offerings. (The push for AEMaaCS is a great example) Last year's Adobe Summit focused on firefly a genAI platform most large"
X Link 2025-06-06T04:31Z [---] followers, [----] engagements
"Another big misrepresentation here- $nbis has both the jersey and Kansas City data centers coming online this year which have been in progress their subsidiary AVride is launching autonomous rides in Dallas and Austin Texas and they also have three customer hubs in San Fran Dallas and New York"
X Link 2025-06-07T22:00Z [---] followers, [---] engagements
"$NBIS- looking good in overnight trading before a very exciting week. Congrats to all of us that were buying the ride down and not just celebrating when the stock moves up. The best accumulation occurs during periods of fear. Great to see the thesis playing out 💪"
X Link 2025-06-09T01:06Z [---] followers, [----] engagements
"$NBIS scaling to the UK by Q42025. Between this and the Singapore news earlier this year I think we are just seeing the hyper growth story getting started. Nebius launches in the UK. We are expanding Britains AI infrastructure with @NVIDIA Blackwell Ultra. The deployment will enhance the UKs national digital infra by enabling British firms from startups to enterprises to build AI using the most advanced compute. 1/4 https://t.co/WfGAcKWBvb Nebius launches in the UK. We are expanding Britains AI infrastructure with @NVIDIA Blackwell Ultra. The deployment will enhance the UKs national digital"
X Link 2025-06-09T11:25Z [---] followers, [---] engagements
"@LearningAngle Dude why are your takes so bad So what was the Blackwell deployments to both Jersey City and Finland centers These both were announced way before the UK announcement"
X Link 2025-06-09T21:47Z [---] followers, [--] engagements
"@FrameworkWisely You know this one already but $nbis $nbis $nbis 😂😂😂 I still don't think there is as clear of a winner as NBIS even at [--] if you have a 1-2 year horizon"
X Link 2025-06-10T04:46Z [---] followers, [---] engagements
"@danielkoss_ With the 95% run up the last [--] months surprised $nbis wasn't one of the strongest performers. What is your cost basis"
X Link 2025-06-10T04:47Z [---] followers, [---] engagements
"I don't think a stock taking a breather after a 90% run in [--] months is a "crazy gut feeling" 😂 and with relative strength as anything under [--] gets bought up quickly. All of this is noise to those of us with basis in the 20s and 30s. $NBIS will continue to trend higher over time"
X Link 2025-06-11T03:02Z [---] followers, [---] engagements
"@MaironCoin is one of my favorite fellow $NBIS Bros and he's got a whale sized allocation 😂 I second his recommendation I've done roughly the same amount of hours of DD seperately that led me to this community too. I rode $PLTR from the 20s and was looking for the next best asymetrical play and all of my research led me to $NBIS as the best option. It's around 50% of my non 401k port at this point and I will only continue to keep accumulating. The NBIS community has some good informative threads https://x.com/samsolid57/status/1929778676931138034t=RbOmfg6KoqrNsRqzVLSibw&s=19"
X Link 2025-06-12T00:41Z [---] followers, [---] engagements
"$NBIS- AN EXCITING AVRIDE PARTNERSHIP/PILOT- HEB is the top grocery chain in Texas (where AVRIDE is headquartered) with sales exceeding [--] billion and the chain ranking number one in national surveys multiple years in retailer preference index. HEB is now using AVRIDE robots for select favor deliveries in Austin and testing deliveries. With AVride planning to launch autonomous taxi services in both Austin and Dallas partnering with a dominant grocery chain like HEB which has a strong presence in both metroplexs shows that AVRIDE is scaling strongly in their immediate market across multiple"
X Link 2025-06-14T18:52Z [---] followers, 15.3K engagements
"$NBIS EXCITING AVRIDE PARTNERSHIP/PILOT: https://x.com/Tiger_Strat/status/1933960881143992320t=krryw-dZMaOBorb2Gyz8wA&s=19 $NBIS- AN EXCITING AVRIDE PARTNERSHIP/PILOT- HEB is the top grocery chain in Texas (where AVRIDE is headquartered) with sales exceeding [--] billion and the chain ranking number one in national surveys multiple years in retailer preference index. HEB is now using AVRIDE robots https://t.co/Y4zgY6yBU9 https://x.com/Tiger_Strat/status/1933960881143992320t=krryw-dZMaOBorb2Gyz8wA&s=19 $NBIS- AN EXCITING AVRIDE PARTNERSHIP/PILOT- HEB is the top grocery chain in Texas (where"
X Link 2025-06-14T18:56Z [---] followers, [----] engagements
"$NBIS is so aggressive and ambitious because they have a excellent leadership team under Arkady. Arkady is a founder in his DNA I don't think he would let go of this company at this stage. (Google never could nail down aquiring Yandex either) Nvidia also sees them as a strategic partner and as NBIS organically grows it only strengthens their ecosystem without them having to directly invest or tie up additional capital or over extend into other segments. I don't see this happening especially when Nvidia can just continue to invest into multiple partners and see what shakes out"
X Link 2025-06-16T18:52Z [---] followers, [---] engagements
"@mvcinvesting I posted about this two days ago over the weekend and am proud to say I think my post was the first coverage on X 😂 For non Texans- HEB has won awards for being the highest rated consumer sentiment grocers in the US and they have a very strong and innovative tech team in San Antonio. They are well positioned to expand pilots in other markets like Dallas where AVride is also expanding. https://x.com/Tiger_Strat/status/1933960881143992320t=GN-RtjdgxU9Td8hjMO10XQ&s=19 https://x.com/Tiger_Strat/status/1933960881143992320t=GN-RtjdgxU9Td8hjMO10XQ&s=19"
X Link 2025-06-16T23:05Z [---] followers, [----] engagements
"$NBIS After researching the HEB/AVride pilot I happened to be in Austin on Sunday and stopped by to see the bots in action The Mueller HEB is located in a strategic part of Austin surrounded by multi story mixed residential and commercial real estate and is a trendy part of the city. With a limited radius this is a great pilot location to maximize reach to both the maximum potential users and right demographics @mvcinvesting @samsolid57"
X Link 2025-06-16T23:14Z [---] followers, 20.7K engagements
"@MaironCoin Did you mention that you were in $AGQ as a hedge from the growth/tech plays"
X Link 2025-06-16T23:34Z [---] followers, [--] engagements
"@mambocowboy @mind1nvestor Similar story but my regret is not buying at a lower price but not having more capital to load in even more at such a discount. 1000-2000 shares is a respectable sizable allocation but [-----] shares is potentially generational wealth"
X Link 2025-06-18T23:40Z [---] followers, [--] engagements
"@DividendDude_X I like $GRAB too but it's crazy to compare GRAB to $PLTR and $HIMS when it's barely moved over $NBIS which has also gained a lot of traction on fintwit and price movement has been a lot more dynamic"
X Link 2025-06-19T13:46Z [---] followers, [---] engagements
"Both $NBIS and $CRWV are arguably performing better than the hyperscalers in terms of cloud optimization for AI compute as per the latest rating. NBIS rating impresses me the most as they were able to outperform hyperscalers and they just entered the compute space in the second half of [----]. Also calling $OKLO the backup generator is crazy right now I guess no backup power until late [----] or [----] 😂"
X Link 2025-06-19T14:01Z [---] followers, [---] engagements
"@yxinsights Hey brother can you post another $NBIS chart when you have a chance I have a [--] call expiring tomorrow so trying to get as much data as possible on if we may see a retrace for a entry point comparable to that"
X Link 2025-06-19T15:06Z [---] followers, [---] engagements
"I am a technical product owner for the national Marketing sites for a Forbes [--] company and have been managing a multi million dollar Adobe stack for multiple years and participate in Adobe Summit each year. Very excited about $ZETA and will be deep diving more. Agree that these legacy systems are built on an antiquidated framework"
X Link 2025-06-19T17:01Z [---] followers, [---] engagements
"As someone who has also been monitoring both but with a heavy allocation to $NBIS my personal assessment is that $NBIS has a rich pipeline of potential short and mid term catalyst that will lead to higher returns in the market than $rklb at least this year. If you do enter NBIS welcome to the fam 💪"
X Link 2025-06-19T17:17Z [---] followers, [---] engagements
"Exactly. You want to be able to aquire that [----] foundation as cheaply as possible ideally positioned before it breaks out. [----] shares of $NBIS at [--] during the lows would have only been 19k and while I'm happy with my DCA strategy I wish I had bought more aggressively when it was that low. That [----] shares would be over 48k now or half way to a [--] figure port on one position alone. Been refining my portfolio strategy based on these [----] share lots the goal one day is to have [--] highest conviction asymetrical positions of over [----] shares each with 5-10 smaller supporting/hedge positions to"
X Link 2025-06-19T21:53Z [---] followers, [---] engagements
"@longoption @MitchMartan98 Us retail are always chasing the golden calf right A growth stock at undervalued or misunderstood prices like $pltr 20s $nbis [--] etc. The pilgrimage continues 😂😂😂"
X Link 2025-06-19T22:24Z [---] followers, [---] engagements
"@pivatoinvesting $NBIS especially at entry points in the 20s and low 30s reminds me of early day $PLTR"
X Link 2025-06-19T22:39Z [---] followers, [--] engagements
"@MarcoRamireZuno Are you also in $NBIS"
X Link 2025-06-20T00:19Z [---] followers, [---] engagements
"@MarcoRamireZuno What's your average cost in $NBIS if you don't mind me asking"
X Link 2025-06-20T01:04Z [---] followers, [---] engagements
"@JamesCripps_ @10figureP Welcome to the trenches gents 💪💪💪 let's ride 🍺"
X Link 2025-06-20T01:48Z [---] followers, [--] engagements
"I'll give you the elevator pitch that doesn't include the super promising growth and ARR metrics everyone references : $NBIS is a undercovered business (very little institutional coverage currently) that is significantly undervalued if you believe in its leadership's ability to execute that has multiple short term and mid term catalyst+ increasingly becoming a trending popular retail ticker that most who buy still don't fully understand the potential- The CEO Arkady was the CEO of Yandex the Russian search company that was the only market Google could not displace even with their vast"
X Link 2025-06-20T02:36Z [---] followers, [---] engagements
"@JustusFult99485 @JamesCripps_ @10figureP @JustusFult99485 sorry mate you covered some of my points already didn't mean to duplicate I didn't see it as I was furiously typing 😂😂😂"
X Link 2025-06-20T02:37Z [---] followers, [--] engagements
"@wwmidia @ruth_capital In this market what popular ticker hasn't moved at least 30% since April 😭😂"
X Link 2025-06-20T04:40Z [---] followers, [--] engagements
"Thanks for sharing I am at [--] myself. I'm heavily allocated into $NBIS and will remain so but looking into building my basket of promising disruptive companies that are positioned and what catches my eye the most about $IREN is the fact that their data centers run on 100% renewable energy. Will look to deep dive into them further"
X Link 2025-06-20T05:45Z [---] followers, [---] engagements
"The one immediate concern that I do have in their ability to scale to also capture part of the most competitive part of the market is that they are not at the same deep stategic and NPN partnership level as $NBIS and Coreweave. This will delay their access to new chips such as Blackwell both of which NBIS/Coreweave are early access users and already offer GB200 capacity. IREN plans to deploy in the Prince George and Childress data centers but I don't think they are integrated yet and I wasn't able to find how far down the line they are with NVIDA having a [--] month delay due to how popular the"
X Link 2025-06-20T05:58Z [---] followers, [---] engagements
"I am familiar with the reported standard issue and national guard equipment but even a quick Google search shows multiple articles reporting sightings of not just militia in the Donbas region and occupational forces using mosins but videos and images circulating on the web and telegram of front line usage. I take it that you take the Russian narrative and would refute that as misinformation but enough data points exist for me to point it as a valid point that logistics have been stretched to the point where surplus equipment has absolutely been used. Just like there have been multiple sources"
X Link 2025-06-20T07:01Z [---] followers, [--] engagements
"I like $ACN and worked there as a consultant in a past life but you would still have to weight that with the impact that doge had cutting gov contracts. Just in the DOD- 5.1B of DOD contracts were impacted of which ACN was impacted significantly as well as Booz. They also lost potentially a 1.4b enterprise contract from the Air Force too. Acn has been positioning themselves in the consulting space for a while as a major AI thought leader and execution partner but the impact to government spending this year may negate that in the short run"
X Link 2025-06-20T14:51Z [---] followers, [---] engagements
"Sigh up nicely on my $HIMS and thinking the same thing now might have to prune it from the portfolio. Out of all the "retail" growth narratives though I do have strong conviction in $NBIS having more attention on the ticker is nice but the community was built around weeks of DD and conviction and many hands will be shaken out of it gets turbulent. You should never own what you don't know"
X Link 2025-06-21T00:23Z [---] followers, [---] engagements
"Genuine question- $IREN wants to grow in the AI space but are not preferred or platinum tier partners with Nvidia like Coreweave or $NBIS so how do you see them ever being competitive on the compute side when it will take them potentially over a year longer to get Blackwell chips (NVIDIA's backlog) With the most cutting edge chips staying at the top for only 2-3 years by the time they get the chips that's potentially 1/3 of the best ROI timeframe gone. While NBIS and Coreweave are already live with GB200 I like IREN's renewable energy sourcing for their centers and I want to like them but"
X Link 2025-06-21T02:08Z [---] followers, [---] engagements
"$NBIS - I wouldn't be surprised if Nebius is part of the consortium that Nokia assembles for Finland's bid as a EU AI gigafactory. A AI gigafactory in Finland is compelling. Massive sources of energy to be tapped. Finland is sitting on a geothermic reserve that has been reported as enough energy for "20 million years" - not even an exaggeration Nebius seems in a good position here with their Finnish center NVIDIA partnership and expertise 👀👀"
X Link 2025-06-21T04:48Z [---] followers, 22.5K engagements
"I would argue that's EXACTLY why they need $NBIS and their expertise and preferred partnership status with NVIDA. Prime minister Opro stated that this would be built out alongside the Lumi AI factory not within it or from it. NVIDIA continues to lead currently in compute power with Blackwell GB200 and the EU initiatives and gigafactories are part of a push for sovereign AI of which require best in class performance and which NVIDA has been a influential driver. Both NBIS and Coreweave are some of the only companies that offer Blackwell compute power currently the backlog is over a year. They"
X Link 2025-06-21T12:59Z [---] followers, [---] engagements
"Agree- sharing my perspective as a technical product owner of a fortune [--] company's national marketing sites. I manage millions of dollars of Adobe enterprise products. I was at the stage at both Adobe Summits where Shantanu Narayen pushed Firefly/GenAI and this year when they unvieled Adobe's agentic solutions. These two themes have been two of their biggest AI investments. A couple of thoughts- GenAI usage has not nearly reached the level of adoption in the market as Adobe was hoping. Being able to hyper personalize content served sounds great in theory but most major corporations have"
X Link 2025-06-21T21:23Z [---] followers, [--] engagements
"@Agrippa_Inv would love your take as a SME for $IREN. I like the fundamental thesis and see the asymetrical opportunity especially on a short term horizon. My concern I would love your input on is as follows- Compute demand in the AI economy is not a one dimensional equation- $NBIS and Coreweave have strong partnerships with NVIDIA where both already have GB200 Blackwell capacity available for rent. IREN does not you can only reserve future GB200 capacity with no eta for go live. The Nvidia backlog for GB200s is over a year long and may increase as they prioritize large initiatives like"
X Link 2025-06-22T20:33Z [---] followers, [----] engagements
"Love it. Thanks for the detailed and thoughtful response. That brings a lot of clarity into the colocation dynamics and the scale advantage that the $IREN bull thesis is built off of. Since they don't have any major colocation partnerships finalized yet was curious how it would play into their existing centers. The potential is definitely there if this materializes. Youve given me reason to dig deeper thanks for your expertise and thoughts @MaironCoin you may find this informative as well"
X Link 2025-06-23T02:37Z [---] followers, [---] engagements
"@rootlogicblog And this point the risk profile is going a little too overweight for my liking. Any lawsuits announced would just be another leg down. It's almost worth just buying the NVO dip for CagriSema's potential promise for those playing the obesity healthcare space"
X Link 2025-06-23T13:53Z [---] followers, [--] engagements
"@NorthstarJohnny @The_RockTrading Didn't $LLY already turn them down firmly It's not like this is a concrete option on the table. Optimism is great but you can't be unrealistic"
X Link 2025-06-23T15:30Z [---] followers, [--] engagements
"$IREN- initiated a small position under [--] dollars today to start building out a stake. -will deploy capital in multiple lots based on price movement to mitigate the geopolitical risk in the market -this play is synergistic to AI economy plays like $NBIS which remains my largest holding and highest conviction but the AIenergy strategy $IREN is taking has a compelling thesis in its own right -i expect this entire sector especially $IRENs exposure to btcmining to be highly volatile until the geopolitical landscape stabilizes. It's a risk on market. -stay sharp for announcements that may be"
X Link 2025-06-23T17:42Z [---] followers, [----] engagements
"@sentdefender Didn't the US already officially report they evacuated all personnel already in advance"
X Link 2025-06-23T19:35Z [---] followers, [----] engagements
"@The_RockTrading With you in this one first entry was [-----] last week here 💪 $ZETA"
X Link 2025-06-23T21:13Z [---] followers, [---] engagements
"This might be a unpopular take for $HIMS bulls but today I closed my position while I was still in a profit and here's why: Today's price movement could be approached with either a buy or sell strategy but for me the news moved HIMS into a risk weight I was not comfortable holding at this time. HIMS is certainly not strictly a GLP-1 play but it has spent immense amounts of marketing dollars and resources to aggressively expand in this space. The brand impact of the NVO divorce goes beyond a simple loss of a product category from their weight loss portfolio but accusations of shoddy supply"
X Link 2025-06-23T22:28Z [---] followers, [---] engagements
"Am I the only one who is concerned that HIMS was putting so much emphasis on the gummy product I still don't understand how putting biotin and Minoxidil both which are available in some concentration over the counter into one gummy is a major catalyst to be "bullish" on a company. I have been cheering on HIMS for the last year but that announcement was weak AF starting to feel kinda like Peloton did"
X Link 2025-06-24T03:14Z [---] followers, [---] engagements
"$NBIS let's see where we end up today 💪"
X Link 2025-06-24T13:34Z [---] followers, [---] engagements
"$ORCL: The Oracle Stargate center in Abilene is only [---] hours away from Childress. Phase [--] will be energized with about 200MW of capacity but they will scale to eventually 1.2GW when all [--] buildings are complete. OpenAI will be a major user of this facility so sounds like Oracle capacity is already accounted for demand wise. Childress capacity could be potentially used as a stop gap as while phase [--] of the Abilene center is operational in H1 [----] the entire project will take several years to complete"
X Link 2025-06-24T17:57Z [---] followers, [---] engagements
"One of the common questions/concerns around $NBIS is the highly intensive Capex spend required to build out AI factories: Here's my take below: 📍Agility- Back when I was building out my initial personal thesis back in February I liked how they had [--] distinct strategies to maximize capex spend depending on the use case or demand. This gives flexibility on Cost- Timing- Capacity. Great for staying flexible while scaling NBIS also designs and builds the infrastructure in the centers instead of using 3rd party racks and equipment reducing cost and designing them to be forward integratable with"
X Link 2025-06-24T19:00Z [---] followers, [----] engagements
"@adudeinvesting just from the tickers mentioned- $NBIS has 385% year over year revenue growth or [--] times the growth that HIMS is experiencing. @RichWil05106482 has a excellent point and exactly why I sold my HIMS yesterday at a profit to compound into another opportunity with just as compelling of growth potential but without this added unnecessary risk. There are many outstanding growth companies in the market right now. Until HIMS leadership executes a tangible plan to overcome the impact to the brand image from yesterday's fiasco the risk/reward weight of the stock is not something I"
X Link 2025-06-24T22:50Z [---] followers, [---] engagements
"@JustusFult99485 I have had intrusive thoughts about rolling my TEM into $IREN before any IREN announcements and this price action isn't helping 😂"
X Link 2025-06-25T16:37Z [---] followers, [---] engagements
"This is why $NBIS is my largest position. They are playing 4D chess to establish themselves globally and to fit the largest amount of use cases for AI adaption something that hyperscalers and Coreweave don't do well imo. I do think $IREN is undervalued and doesn't need to be at the same lethality that NBIS has in cloud directly if IREN can close a large colocation partner to take advantage of the direct energy and data center capacity they have built out its significant upside in its own right. Both plays are synergistic to me with a common idea- compute and energy sourcing is the bottleneck"
X Link 2025-06-25T16:53Z [---] followers, [---] engagements
"I know you have a very consolidated core holding too so what is your gut telling you conviction wise on which one has the most opportunities $TEM was more of an opportunity play for me versus conviction like $IREN. I entered at [--] after the short seller attack because I believed it was a good opportunity and the short seller's claims were very weak. I had been watching since Pelosi holds long calls and I like the thesis but any sort of biotech/AI is pretty volatile with limited catalyst. (I sold RXRX at [----] for the same concern and I'm glad I did) I believe in the tech but previous"
X Link 2025-06-25T17:02Z [---] followers, [---] engagements
"Part of the reason I completely exited $HIMS yesterday to fold into plays I have higher conviction in is exactly this. When a community is so unbelievably bullish that they frame every event as a positive instead of challenging assumptions or being open to risk it feels like the sheep are being led to the slaughter. Hyping up generic gummies as a major catalyst of innovation when I believe it should be assessed more cautiously as just enhanced product offerings also made me uncomfortable. Accounts were hyping "but we just launched gummies" right after the NVO news like it was a equal trade 💀"
X Link 2025-06-25T17:19Z [---] followers, [----] engagements
"@JustusFult99485 BROO The pressure is on. Now I got to put on my thinking cap even harder 🤣"
X Link 2025-06-25T17:28Z [---] followers, [--] engagements
"I don't disagree and acknowledge that as well but it was one of the canarys in the coal mine for me. Peloton was a retail favorite during the Covid bubble also with high institutional ownership and we see how that played out. I genuinely hope the HIMS thesis plays out for retail but because I like to track my holdings quite extensively it just is outside of my risk threshold for now"
X Link 2025-06-25T18:02Z [---] followers, [---] engagements
"@TheRayMyers $GRAB will be hiding it's PE of [---] from you as well then 😂"
X Link 2025-06-25T18:47Z [---] followers, [----] engagements
"Did you see the latest news on $NVOs latest trials Amycretin is reported to see over 24% reduction of a patients weight making it immensely better than Wegovy. If you are taking a contrarian approach it would be that NVO has a promising mechanism to negate LLY's advantage in the market."
X Link 2025-06-25T21:17Z [---] followers, [--] engagements
"@FinalDemon95 $NBIS longs who have been in the trenches all year:"
X Link 2025-06-25T21:23Z [---] followers, [----] engagements
"@Hkaz34 @fatc88 @mvcinvesting Again that's just my risk profile and how I invest. I'm happy with my money elsewhere but I genuinely hope it plays out for you that way bro 💪 Cheers"
X Link 2025-06-25T23:35Z [---] followers, [--] engagements
"I have a small stake in $ZETA too I was thinking about consolidating into $OSCR but after the jump of Oscr today doesn't seem to be a great time to DCA. Sold my tem this morning 😂 I put half in $IREN and was going to see if the price would come down a little to deploy the rest of it but then of course it just shot up 💀💀💀💀"
X Link 2025-06-26T16:33Z [---] followers, [---] engagements
"Nice movement on $IREN today. I initiated a position on 6/23 and will continue to accumulate on dips. Synergetic to $NBIS in multiple ways and I believe the overlap is very low in their core areas. As both companies have colocation strategies in play maybe one day they will even partner as $NBIS seeks more leg room in the US/Canada 👀👀👀👀"
X Link 2025-06-26T16:41Z [---] followers, [---] engagements
"@theBTCMiningGuy Why have exposure to only $BTC when you could have exposure to $BTC and AI at the same time My cost basis for my BTC stake is in the 58s so it would probably also take lower BTC to tempt me to divest from IREN"
X Link 2025-06-27T04:24Z [---] followers, [--] engagements
"The coolest hypothetical to me is that $NBIS ends up as a colocation partner for $IREN. I don't see NBIS and IREN as competitors but with different core competancies and a lot of synergy. NBIS has [--] different models to secure capacity including colocation and working with partners for custom builds. As NBIS sources lastest gen chips like Gb200s that they have access to that IREN doesn't (1 year backlog NBIS has already deployed due to strong ties to NVIDIA) IREN would offer the the other half of that partnership with the energized capacity and water cooled AI data center space. If NBIS"
X Link 2025-06-27T05:24Z [---] followers, [---] engagements
"@TacticzH @meeijer I am pretty confident that $NBIS will out perform most of this list. $DLO and $TSM are good picks though"
X Link 2025-06-27T13:42Z [---] followers, [---] engagements
"$IREN identifies areas where there is a high concentration of renewable energy that cannot be fully utilized with current day infrastructure and technology. For example the solar and wind farms in West Texas generate 37GW of renewable energy but only 12GW of power makes it to major load centers due to capacity and technical constraints. (closest is Dallas) That energy is essentially wasted and sometimes renewables even have to be shut down temporarily. IREN is building huge efficient centers with the right infrastructure for energizing and storing massive amounts of energy directly at the"
X Link 2025-06-27T14:43Z [---] followers, [---] engagements
"@CroConMedia @AInvestorBrief @Tech_Investor20 @gainify_io Also important to note that because they position themselves directly at the source they get access to low cost agreements and help stabilize the energy grid. It's a win win for both $IREN and the energy generators. Large capacity secured at the lowest cost"
X Link 2025-06-27T14:56Z [---] followers, [---] engagements
"Still happy with the move. Sold $HIMS at a profit @ $45 on Monday and immediately allocated to $IREN which has moved over 28% since then. This strategy out performed averaging into the dip significantly. What I mentioned the day I sold- sure HIMS can recover but why not allocate to something else with high conviction that doesn't have to deal with the drama"
X Link 2025-06-27T16:04Z [---] followers, [---] engagements
"I don't trade either I just cut one position I evaluated no longer fit my long term risk profile and used the funds to strengthen a position I still believe in. I am in $IREN with a multi year timeline. I understand what you are saying and acknowledge it's a valid strategy but to me HIMS fell outside of being what I consider a "good" company after this latest event so I decided to double down in a company that I still consider to be one. I totally get what people consider to be a good company is up to personal interpretation"
X Link 2025-06-27T16:23Z [---] followers, [---] engagements
""this guy" is happy to help explain as well: NBIS has a colocation model where they partner with 3rd party data center companies like Ark in the UK to build out data centers where NBIS is not responsible for the end to end build. Essentially they bring their AI optimized GPUs like NVIDIA GB200s and rack infra into an existing data center that is built by the data center provider so that $NBIS doesn't have to build the data center on their own and be responsible solely for the capex spend themselves. $IREN is one of the companies that are building out large AI optimized water cooled data"
X Link 2025-06-28T04:38Z [---] followers, [--] engagements
"Roughly almost 50% of my portfolio right now is in $NBIS at a [--] dollar average. That shows you how strongly I have conviction in the company. That being said and reading through the thread you mentioned I would say the reality lays somewhere in the middle. $IREN has a lot more to prove but there is a strong asymetrical opportunity here. Risk on yes- but I believe this is misunderstood just like NBIS is and I'm willing to put my money where my mouth is. Especially with a average cost padded below where it is currently trading I feel this is a worthy opportunity to keep monitoring. Compute and"
X Link 2025-06-29T02:02Z [---] followers, [---] engagements
"I'm a $IREN bull but if Horizon [--] is used for AI cloud then their capex expenses to secure that much gpu is going to be off the charts. They are already using all of the money they have for the next few years to finish Sweetwater and Childress. They cannot afford to provision that much capacity without seriously limiting expansion growth or raising a shit ton more debt. That's why management prefers and is gunning for the colocation model. They also don't have partnerships at the level NBIS and Coreweave do who already have Blackwell chips due to the strong relationship. IREN would be"
X Link 2025-07-02T00:03Z [---] followers, [----] engagements
"$NBIS heads down. Those of us who have been long before the retail "hype" blew up are used to the volatility of this stock and believe in the long term thesis. Global demand for compute capacity will continue to increase regardless of what platform and technology ends up on top. Conviction is so high that this is 50% of my portfolio at a [--] average. IREN has some of the same promising leadership DNA and I think they will continue to do well too. For these tickers each has a base community that did countless hours of DD before they gained traction on X. those with solid entry points are way"
X Link 2025-07-02T14:25Z [---] followers, [---] engagements
"Clickhouse is establishing its seat at the table more and more every day. $NBIS Remember Studio Ghibli 🎨 When GPT-4o's image generation launched and everyone went wild making Studio Ghibli characters OpenAI's observability system got SLAMMED. Log volume spiked 50%. CPUs melting. A single division operation was the culprit. We told that story earlier in Remember Studio Ghibli 🎨 When GPT-4o's image generation launched and everyone went wild making Studio Ghibli characters OpenAI's observability system got SLAMMED. Log volume spiked 50%. CPUs melting. A single division operation was the"
X Link 2025-07-02T19:26Z [---] followers, [---] engagements
"@fatc88 $IREN up roughly 80% since I rolled my HIMS stake into my IREN position.while $HIMS hasn't been able to hold over 50"
X Link 2025-07-03T14:31Z [---] followers, [--] engagements
"You are not wrong $IREN has gained a lot of visability lately. I would say though there is a curve. Does IREN have more room to run long term with some healthy corrections along the way Yes. Could more analyst coverage be initiated and this name become more known outside of fintwit Yes plenty of room for this to move more "mainstream". I don't see a problem with DCA at this time still if you believe in the long term thesis. It's still a good price to accumulate at before a colocation partner is announced I think asymmetry is still present"
X Link 2025-07-03T17:07Z [---] followers, [--] engagements
"Genuinely curious have you even seriously taken a deep dive into $NBIS expansion strategy How were they the first to deploy Blackwell in the EU or how close they are to being operational across multiple sites in new regions like the two new US centers NBIS has a modular and diverse strategy to expand capacity in expansion regions including colocation and they have partnerships across the different international geos they are expanding in. See how they are going to rapidly deploy in the UK for example. They have a flexible colocation strategy and they also have their own fully owned centers"
X Link 2025-07-05T00:08Z [---] followers, [---] engagements
"Thanks for tagging me with this. I think the only thing I would add is to not view Coreweave and NBIS with the same strategy. I would strongly encourage you to read more about NBIS just like how I've been deep diving into IREN and I try to ensure my research comes from actual sources and IR material. Coreweave fundamentally is just a large debt undertaker to scale as quickly as possible while NBIS is expanding in a much more agile and efficient way. It's why I bet in NBIS and not Coreweave. Great convo enjoying the discussion"
X Link 2025-07-05T00:29Z [---] followers, [--] engagements
"Conductor technologies was a SAAS acquired in [----] for an undisclosed amount. I do not think this was a non significant amount. Weights & Biases was acquired in [----] like you mentioned for 1.7B which is almost HALF of IRENs current 4B dollar market cap. Coreweave had to invest literally half of IRENs market cap in a single company to upscale AI capabilities and move away from bare bones GPU rentals. They couldn't have built some of their key features like mission control without W & B. They also had to partner with companies like Run:ai and VAST Data for cloud/workload management since they"
X Link 2025-07-05T01:03Z [---] followers, [--] engagements
""Over [----] organizations worldwide including AstraZeneca Canva NVIDIA Snowflake Square Toyota and Wayve and more than [--] foundation model builders such as OpenAI Meta and Cohere rely on Weights & Biases as their system of record for training and fine-tuning AI models and developing AI applications with confidence. " Weights & Biases came with a huge book of customers and adoption with [--] foundational model builders. That's really hard to replicate from scratch. Thats why I have such high respect for NBIS for what they have accomplished in less than a year"
X Link 2025-07-05T01:18Z [---] followers, [--] engagements
"I'm bookmarking since I'm with @longoption. NBIS is my bet in Neo cloud. But I also think IREN will keep going up as well due to their strong advantages in GWs secured in North America. There is so many reasons to be bullish on IREN but they do not have the same neocloud capabilities as NBIS. I'm long both for these reasons"
X Link 2025-07-05T01:41Z [---] followers, [--] engagements
"As a $IREN bull I think the biggest danger to the IREN community is the IREN community itself 😂 there is a very compelling thesis and a lot of potential asymmetry but then people setting unrealistic expectations like this for the retail investors that trade solely on hype are going to lead to a massive shakeout of shares. Know what you own the rest is just noise"
X Link 2025-07-05T18:31Z [---] followers, [---] engagements
"I've touched on this concern before as well and until we get a timeline from $IREN I don't think we can celebrate yet on NVIDIA confidence. That [--] month bottleneck was first reported last October and IREN still won't get these chips for "months" which will align with the initial backlog of Blackwells taking a year to reach customers from last October. Hyperscalers already had orders in the queue then so it's safe to assume that there will be a larger rollout and implementation of Blackwells post October [----] meaning best case scenario $IREN will be launching around the same time that advance"
X Link 2025-07-05T19:26Z [---] followers, [---] engagements
"When it comes I feel like Joe Rogan's take on the new American party will be a good bench mark to what impact it actually has 😂 Underestimating platforming and sentiment was a big factor in this election. Politicians would be wise to listen to sentiment the next few weeks"
X Link 2025-07-05T21:09Z [---] followers, [--] engagements
"Imo- having a large colocation partner would give IREN a potentially large reoccurring revenue stream and a multi year commitment/partnership. They could then use this to finish their current projects and the revenue paired with the revenue from BTC mining would then compound together for them to mature their AI cloud as well in parallel. Thoughts"
X Link 2025-07-06T06:46Z [---] followers, [---] engagements
"@kakashiii111 phenomenal analysis. I think this is a short must read for anyone looking for additional DD on comparing NBIS and Coreweave. Long NBIS CoreWeave and the Never-Ending GPU Depreciation A Masterclass in Accounting Elasticity CoreWeave and Nebius two public companies riding the AI infrastructure wave both operate nearly identical business models: providing high-performance GPUs such as NVIDIAs H100 and H200 https://t.co/pmRGsSnuEx CoreWeave and the Never-Ending GPU Depreciation A Masterclass in Accounting Elasticity CoreWeave and Nebius two public companies riding the AI"
X Link 2025-07-07T02:04Z [---] followers, [--] engagements
"Nebius + Foundry Great to see Blackwell clusters available with multi region support already $NBIS"
X Link 2025-07-09T16:22Z [---] followers, [----] engagements
"🚨 $NBIS [----] Sustainability Report DROP TODAY 🚨 (Link ) The report validates $NBIS strategy and engineering talent creating competitive advantages that led to lower TCO: ✅key sustainability metrics = business advantages ✅20% lower TCO through infrastructure efficiencies including resilient hardware design and energy efficiency solutions ✅custom-designed servers saved [--] GWh of energy in [----] alone compared to off-the-shelf alternatives. Find the full report on NBIS website: https://nebius.directus.app/assets/d7469dad-cb90-4a96-8354-16b9e24b5e32"
X Link 2025-07-10T16:47Z [---] followers, [----] engagements
"I see your point but just like any good stock position entry point is a huge part of that equation and $BTC has been cyclical. Even a year ago where you could have built out a decent position for this bull run. I think $BTC becomes a strong candidate for a core position of a long term portfolio. You don't need [--] digit growth per year for BTC it's above market returns still adds value to a portfolios blended return. For example- 10% of my total portfolio is in BTC and it's returned me 99% gains so far. I would never allocate my full port to BTC but maintaining a 10% allocation is in my long"
X Link 2025-07-11T01:56Z [---] followers, [---] engagements
"Love being in good company @venuguntupalli7 I recently picked up a small lot of [---] shares of $ONDS to track with a $1.68 average and bought a small position in $KTOS and $RCAT as well. Still doing research on the best entry points for the drone thesis but things have stayed hot with the war news cycles (Israel/Ukraine) and the BBB. Have you identified any accumulation points yet"
X Link 2025-07-11T02:19Z [---] followers, [---] engagements
"I always enjoy getting to converse with you my friend It's always refreshing. I see where you are coming from and I hope it plays out. My personal lack of confidence comes from how complex and confusing the landscape is for health insurance right now (that you clearly have a great understanding of) and how that will translate to conviction if the price pressure continues to drop. I see a lot of retail getting shaken out and with institutional money on the sidelines I agree with a flight to safety but if we really enter another downturn again I wonder if that will be applicable across US"
X Link 2025-07-11T22:14Z [---] followers, [---] engagements
"@TheStockBro @mvcinvesting It's okay that you missed the opportunity you'll get them next time bud"
X Link 2025-07-13T19:29Z [---] followers, [---] engagements
"@AlvaroMysterio @GoldmanSachs this would be great. Do you have a source or confirmation yet"
X Link 2025-07-14T02:55Z [---] followers, [--] engagements
"@AlvaroMysterio @GoldmanSachs GOAT"
X Link 2025-07-14T02:58Z [---] followers, [--] engagements
"@EnvestingEarly @mvcinvesting Anyone who says this still hasn't done [--] minutes of basic research into $NBIS 😂😂😂"
X Link 2025-07-14T12:54Z [---] followers, [--] engagements
"@longoption @TheEUInvestor I'm going to sign up and throw any of that into $NBIS 😂😂😂"
X Link 2025-07-14T19:38Z [---] followers, [--] engagements
"@foliotrail @grok @AndrewDudum So just getting this straight you had to convince a AI that is built with a intentional skew to affirm the user that your thesis was correct"
X Link 2025-07-14T19:39Z [---] followers, [--] engagements
"Hey mate I was in $HIMS and closed my position on 6/23 in a profit. I rolled into my $IREN position the same day and am up roughly 66% on that reallcated position so far. I believe in consolidating into core positions that I have the most conviction in. I have zero regrets about selling $HIMS. I rolled into IREN at the time because I believed the entry point was compelling but my largest position and highest conviction is in $NBIS which is over 40% of my total portfolio. NBIS has done exceptionally well my average is [--] and I will be holding with a multi year timeline unless my thesis"
X Link 2025-07-14T21:03Z [---] followers, [---] engagements
"@FrameworkWisely Great list $NBIS $CRSP $IREN and $BTC are my current [--] largest positions. Building a stake in $ONDS as the latest project Tempted to DCA into $OSCR at these levels too"
X Link 2025-07-15T03:43Z [---] followers, [----] engagements
"This is exactly why I closed my $HIMS position on 6/23 at a profit. The risk profile was elevated to a level I do not hold. The confusion and noise around lawsuits will add to the overall negative brand impact I believe the drama around the NVO partnership will bring. And brand image is everything for a ecosystem platform that depends on long term user engagement and confidence. I was clowned by the HIMS bulls when I sold but I believe in only holding positions of highest conviction when a thesis changes I kill the laggards immediately to re allocate into something I believe in strongly. I"
X Link 2025-07-16T15:04Z [---] followers, [--] engagements
"@YoYInvestor @StockSavvyShay Not true $JOBY just finished testing on unmanned hydrogen power platforms. Multi hour test flights etc. they aren't a one trick pony. Why do you think Toyota has invested over a bil into them directly and provided them direct engineering and production line access"
X Link 2025-07-16T19:41Z [---] followers, [---] engagements
"$CRSP is looking beautiful today. $CRSP was my first strong conviction position when I started building a portfolio and boy did Biotech teach me many lessons. I've held my core position through long boughts of double digit loss believing in the long term vision. Welcome back to the 60s old friend"
X Link 2025-07-18T13:54Z [---] followers, [---] engagements
"I have 10% of my total portfolio in $BTC for this reason. I don't see why any investor would choose to not have $BTC as a part of a balanced portfolio. At reasonable entry points BTC offers exposure to asymetrical upside consistently. I DCA on major dips and just hold. Boring strategy but up triple digit returns"
X Link 2025-07-18T14:34Z [---] followers, [--] engagements
"@DividendDude_X Genuinely curious have you beat the SPY this year with your focus on what some people consider value traps"
X Link 2025-07-18T19:18Z [---] followers, [----] engagements
"IS $CRSP TAKING OFF ✅✅✅ +18% today 🚨 Gene editing has shown immense promise in disrupting the way we fundamentally approach healthcare. For longs like myself who saw the vision even years before the first CRISPR treatment for SCD was approved it has been a long and bloody journey. But my conviction has never been shaken and the thesis is starting to play out. Let's dig a little deeper into today's price action. "Board Director Simeon George disclosed in a Securities and Exchange Commission filing that he acquired approximately $51.5 million worth of the company's stock. According to the"
X Link 2025-07-18T20:51Z [---] followers, 46.4K engagements
"Theres a difference between stocks like $PLTR $ASTS $RKLB and the stocks that div dude always posts about like Oscr UNH and Goog. The stocks you mentioned are high growth stocks. Yes there is overlap between growth and value but it seems like div dude focused on value over growth narratives. My own portfolio is centered around high growth/disruptive stocks as well. Roughly up 72% in the last [--] months 50% YTD. Spy is 20% and 6.5% respectively. So I'm asking div dude if his strategy has paid off for him and allowed him to beat the market too"
X Link 2025-07-18T21:05Z [---] followers, [---] engagements
"@GeneInvesting Blackrock filing a form 13G quietly yesterday shouldn't be slept on either. Increased from 2.5m shares in April to almost 6m. The stars are aligning. Long $CRSP"
X Link 2025-07-18T21:17Z [---] followers, [---] engagements
"Minor typo: Both the insider buy and Blackrock 13G were filed yesterday and not today- both still occured on the same day"
X Link 2025-07-18T21:23Z [---] followers, [--] engagements
"Completing the leg work to set the regulation and infrastructure in place for ATC is different than sales volume flowing in IMO. Any competitor will have to scale the same regulatory/infrastructure process where $CRSP has already scaled [--] centers. It's a quantifiable time and logistical advantage. Synergistic as Crispr also has the largest pipeline of treatments. Even in bear case if $CRSP only gets a handful of additional treatments approved the next [--] years those still scale for the existing ATCs. This foundation is both deepest and widest in the industry. That's the long term edge I see"
X Link 2025-07-18T21:39Z [---] followers, [---] engagements
"No offense but channeling a inner contrarian would have been investing in $NBIS as a asymetrical bet shortly after it's relisting on the NASDAQ and making a bet on its growth narrative in late 2024/the first part of [----] like some of us did while the narrative was a lot less clear and it took more research to plot and piece together the narrative. At this point it's become more mainstream and I think both bear and bull cases are very well covered there are plenty of passionate folks on either side at this point"
X Link 2025-07-18T23:20Z [---] followers, [---] engagements
"@robbymayydoit @DividendDude_X Brk.b and brk.a is in a different world than someone who is shrilling Goog 😂 your statement is true but not relevant here imo"
X Link 2025-07-18T23:22Z [---] followers, [--] engagements
"@paulcerro @matt59606024 I think the $HIMS bulls have to reply on hopium lately to try to keep the bags afloat. I have not seen a actual good bull thesis or data pointing to stable growth trends other than "trust management bro" or "we can pivot and get market share in this new area trust us bro""
X Link 2025-07-19T20:51Z [---] followers, [---] engagements
"This is taking a blindly optimistic view while not accounting for actual risk or reality. Have you looked into the HIMS marketing model They use data and personalization to identify channels of growth and aggressively scale investments in all channels where they see growth and market opportunity. This is part of the flywheel of the ecosystem they are trying to build. Core business slowing down means that marketing spend has slowed down only because they see less demand in the core areas. They have shown a willingness to spend a significant amount of revenue on reoccurring marketing meaning"
X Link 2025-07-19T21:07Z [---] followers, [---] engagements
"@matt59606024 @paulcerro @matt59606024 here is mine. Now post yours 🥱 I sold all of my HIMS at a profit on 6/23 rolled into IREN which has risen over 70% since. Meanwhile- HIMS has done what 12% Let's see your performance"
X Link 2025-07-19T21:11Z [---] followers, [---] engagements
"Personally mate yes I do think they will miss. I really liked the growth narrative of HIMS and no hate I think they had some brilliant marketing strategies that should be studied by marketeers for capturing disruption but I think in the next year HIMS will struggle with market expectations as they pivot due to the issues with glp-1 and the brand impact of the lawsuits/drama in the space. In this bull market and with valuations at these levels I think money will be very fickle and even minor disappointment will cause outflows and repositioning of capital. I was a HIMS bull but I have managed"
X Link 2025-07-19T21:17Z [---] followers, [---] engagements
"Good luck I genuinely hope you don't get burned. At this stage of a bull run companies can make earnings expectations and still crash due to high flying expectations of growth that kept the stock propelling forward. I see a big risk of this for HIMS with core slowdown + glp-1 drama. Happy hunting"
X Link 2025-07-20T01:46Z [---] followers, [--] engagements
"I was a early $PLTR bull too I had very strong confidence in the technology early on since I did a stint in federal consulting and it was clearly becoming the next big thing. I know you are aware but PLTR was building a confluence of unstoppable factors to give it the momentum it has today. Entrenchment with government relationships + large contract size/entrenchment + a technology/service no one else can replicate + other factors led its "aquire expand scale" model to be as explosive as it is today. The advantages and tech palintir built is infinitely in a different world than the HIMS"
X Link 2025-07-20T02:45Z [---] followers, [---] engagements
"@EndicottInvests this was my exit post for HIMS and why I personally chose to close my position. I am sure we invest in similar ways I hold stocks I have the strongest conviction in. My confidence in my other positions was higher and IREN was at the best entry point in my portfolio at the time. The money I rolled out of HIMS is up 70% in IREN since 6/23. No regrets. https://x.com/Tiger_Strat/status/1937276502225412594t=ktt2SLQzBdQEcSthjrkqTg&s=19 https://x.com/Tiger_Strat/status/1937276502225412594t=ktt2SLQzBdQEcSthjrkqTg&s=19"
X Link 2025-07-20T02:50Z [---] followers, [--] engagements
"Good luck mate you are clearly passionate and I am sure you will continue to kill it in the market. I am just very wary of HIMS claims for any technology/proprietary advantage since I have been in the Martech/customer data space for years now. Everything they claim to do as a proprietary advantage any half decent CDP can do the same with the right data. The high end CDPs with millions of dollars of AI integration or native AI architecture could be argued to be even more powerful all it would need is a data set of which multiple exist. And now that companies like ZETA are offering to bring"
X Link 2025-07-20T03:00Z [---] followers, [---] engagements
"This is up to the individual. No one else is coming to save you. There are those who are learning prompt engineering and other AI skill sets in their free time from work and those who are not. The only real avenue of escape would be financial freedom before full disruption. Personally I am doing both- upskilling in my free time and investing heavily on where I see disruption happening"
X Link 2025-07-21T02:03Z [---] followers, [---] engagements
"Today is a record morning for me in the market. My [--] horsemen are running $NBIS $IREN $CRSP $ONDS Thanks be to God"
X Link 2025-07-21T15:03Z [---] followers, [----] engagements
"Agree with Rose. Being in the Martech space- SEO will be replaced with GEO (generative engine optimization). 50% of Google searches now include a AI overview pushing standard searches below the fold 7/10 users don't read past the first third of a AIO and traditional search results are below that completely. There is at least a 25% estimated reduction in the industry for organic web traffic due to the rise of these zero click powered answers"
X Link 2025-07-23T22:40Z [---] followers, [--] engagements
"I agree with your sentiment on AI but I don't think the comparison with the dotcom bubble is fully accurate. Cisco fell 80% during the dotcom bubble Amazon fell 90% during the dotcom bubble Companies with huge value propositions for the Internet were also dragged down. Working in the tech space- there definitely is a bubble in the sense that many start ups/companies do not really add real/meaningful value or have valuations that reflect expectations that could be argued as unreasonable. Most of these companies will have very little to do with the actual tangible benefit or advancement we see"
X Link 2025-07-25T15:55Z [---] followers, [--] engagements
"It's cute to see that this triggered you this much. I didn't even mention the article. The only thing that matters in the market is performance. I was a HIMS bull and sold in a profit on 6/23 when it no longer fit my criteria due to the NVO drama. I rolled my entire HIMS position into another position I had higher conviction in and it's up over 80% since then. Meanwhile HIMS hasn't even recovered yet. What's your performance"
X Link 2025-07-25T18:23Z [---] followers, [--] engagements
"@eMoney1776 @great_martis Can anyone remind me which Blackrock ETF is most profitable this year 🫡"
X Link 2025-07-26T03:55Z [---] followers, [--] engagements
"NBIS being headquartered in the Netherlands means it would fall under the ECB's 2% rates. That's one of the current near term advantages it has as a European AI play it can secure capital at a cheaper rate currently than Coreweave and American based companies. I assume you are talking about US rate cuts curious how would that help NBIS"
X Link 2025-07-28T13:38Z [---] followers, [---] engagements
"I wouldn't say it's this cut and dry. For example- Nokia is leading a consortium bid for a AI factory to be built in Finland based on success for LUMI and with the Finnish governments blessing. Regional government subsidies and support like from Finland directly may not be factored into the 200b investment directly from the EU. From the Finnish articles reporting on the breakdown- "Under preliminary plans private partners would cover around [--] percent of the investment and all operational costs." Also- remember these factories are so high visability and large that these RFPs are being done at"
X Link 2025-07-28T18:37Z [---] followers, [--] engagements
"@SamPete60266613 @anandragn @grok It's $NBIS"
X Link 2025-08-01T00:02Z [---] followers, [---] engagements
"Having managed national brand level enterprise CDP implementations when CDPs were first introduced the shifting landscape of the best providers has been very interesting to follow. Zeta has climbed steadily into the top quadrant and it will be interesting to see how they continue to track against established leaders like Adobe Real Time CDP. I have been following $ZETA for a while and am rooting for them but I think that betting on the leader of the martech+AI space is still very risky with how quickly I see the space changing (large enterprises changing CDP providers etc) and that is why the"
X Link 2025-08-04T17:12Z [---] followers, [----] engagements
"Got plenty of flak from $HIMS bulls about $HIMS never failing to beat a earnings estimate but today's earnings call only validates my thesis and why I personally closed my position in a profit earlier this summer. This might be a unpopular take for $HIMS bulls but today I closed my position while I was still in a profit and here's why: Today's price movement could be approached with either a buy or sell strategy but for me the news moved HIMS into a risk weight I was not comfortable This might be a unpopular take for $HIMS bulls but today I closed my position while I was still in a profit and"
X Link 2025-08-04T20:27Z [---] followers, [---] engagements
"$ZETA looking strong after earnings Still a small position for me going into the September chop with potential buy opportunities ahead but I will be tracking with great interest @weary_centurion My average is currently [-----] but it's a small position for me- Having a background in tech consulting specifically in the Martech space I was sold when I saw ZETA climbing the rankings for CDP platforms. Adobe remains at the top but zeta can iterate faster as a native AI https://t.co/5V89ZdZcKy @weary_centurion My average is currently [-----] but it's a small position for me- Having a background in"
X Link 2025-08-06T16:23Z [---] followers, [---] engagements
"Time flies My first post on X was $NBIS going into Feb earnings. I created an account after lurking since I wanted to engage with more of the $NBIS family. A lot can change in a few months $NBIS went from a small position in my portfolio to my largest holding due to the strong conviction I have in its long term strategy. I am going into tomorrow with a full allocation and am prepared for volitity in either direction. Let's ride 🍻 #NBIS is not my largest position but I follow it with great interest. There are many factors that even if they can capture a few of them this year could lead to a"
X Link 2025-08-06T17:34Z [---] followers, [----] engagements
"If you are a retail investor that does not invest solely in ETFs it does not make sense to over allocate into many stocks that you cannot keep up with. We are not a hedge fund with unlimited resources. Holding 5-10 stocks that you can carefully research and monitor has worked best for me. Consolidation is not necessarily a bad thing as long as you have a strategy to account for risk"
X Link 2025-08-07T14:00Z [---] followers, [--] engagements
"@RklbsFan @weary_centurion Holding both large positions in $NBIS and $IREN over here believer in both of them"
X Link 2025-08-07T18:38Z [---] followers, [---] engagements
"@8teAPi What exactly is your point here Just because you don't eat shit in one toilet doesn't mean you go eat the shit in the next stall thinking its safer. In no world should skipping independent testing for manufactured food for consumption be allowed"
X Link 2025-08-08T01:30Z [---] followers, [--] engagements
"$NBIS this week has seen a lot of post of people regretting selling too early etc. I'll say it again for those who have a position $NBIS is not a trade. This is a long term hold you want to keep your core position with a time horizon past [----]. There is too many potential catalyst to try to time. Buy on corrections and keep monitoring the thesis to see if any risk comes up that fundamentally changes it. Ultimately do your own DD so that you can understand if the risk tolerance is for you. To me NBIS still is an asymmetrical opportunity to continue to add into at the right levels. Great week"
X Link 2025-08-08T21:52Z [---] followers, [----] engagements
"@LeStonkJames Happy to see the thesis play out man. It's a honor to man the trenches with you 🫡🫡🫡 anything new on your radar I've been starting to accumulate more cash going into late Aug/Sept"
X Link 2025-08-09T03:48Z [---] followers, [--] engagements
"@StockSavvyShay Like I told you months ago you keep missing $NBIS and even in this category it may outperform your incumbents. Clickhouse already has performance metrics that outclass both Snowflake and Databricks in speed and cost efficiency"
X Link 2025-08-09T16:51Z [---] followers, [----] engagements
"Until Adobe can meaningfully scale it's AI practice (firefly and Agentic haven't scaled quite as fast as they were hoping) $ADBE only has ground to lose. Native AI platforms like zeta can launch CDP+ with native AI architecture that is optimized for AI and large data sets while Adobe has to refactor legacy code. Zetas CDP has quickly risen to the top to compete with Adobe Real Time CDP. When Adobe became dominant as the enterprise Martech provider it reached a point that future growth was limited in these large segments and they are dying from a thousand paper cuts while net new growth"
X Link 2025-08-10T05:16Z [---] followers, [---] engagements
"This is one of the reasons to be bullish about $NBIS my guy not bearish. EU AI Invest is spending billions of dollars to build out European AI factories with government and private funding to lower the EU's dependency on US tech. NBIS is positioned for future government grants and large scale projects too UK data center for example. Interest rates by the EU Central Bank are much lower than the US right now meaning NBIS can source additional capex at a much lower rate than Coreweave and us based competitors. You already can see Coreweaves insane debt burden versus NBIS having a very clean"
X Link 2025-08-10T16:56Z [---] followers, [---] engagements
"@Zeff_Pena @mvcinvesting Most of us longs will be happy tracking the multi bagger for NBIS from the 30s lol. It doesn't have to 10x from here the thesis has been rolling all year"
X Link 2025-08-10T19:27Z [---] followers, [---] engagements
"@SaiseiShoshin I'm still averaging in at the current price. In the long term a dollar of difference won't matter. Hoping earnings gives us a good dip though 😂😂😂"
X Link 2025-08-10T21:42Z [---] followers, [--] engagements
"@Ze1ooooo @CJ_h04 Way smaller port but I havent seen Sunday night movement like this in the port 😅😅"
X Link 2025-08-11T02:36Z [---] followers, [---] engagements
"Sunday night thoughts for Market plays for the upcoming week: Adding to $ONDS $IREN $DLO Admiring $NBIS every time I open my brokerage 😂"
X Link 2025-08-11T02:55Z [---] followers, [---] engagements
"This is bigger than most people realize. Working in tech this scares me. We have reached a turning point in our civilization where we are about to be building for more AI "workers" than humans. IN THE COMING MONTHS Validates my personal thesis of 40-50% job disruption in [--] years due to AI/robotics"
X Link 2025-08-11T16:07Z [---] followers, [--] engagements
"@thejobchick @thejobchick when you start hearing about job cuts at Toyota who typically never cuts at OEM level (not talking about the dealer side which are separate entities) that's when the US Automotive industry really will be in trouble 😅😂"
X Link 2025-08-11T16:31Z [---] followers, [--] engagements
"@SaiseiShoshin @mirsblog @Sandeman52 @SecDuffy @OndasHoldings @SaiseiShoshin I am also a $NBIS and $ONDS investor great to meet a brother it's a nice pair"
X Link 2025-08-12T06:05Z [---] followers, [---] engagements
"@dingies @DGretta_Author Oh no I'm only up *checks 132% now instead of 138% 😭😭😭 Stocks don't move in a straight line man $NBIS has had a stellar run this year and was a great position to build"
X Link 2025-08-14T00:08Z [---] followers, [---] engagements
"@stormbringer196 @EndicottInvests This is where having a [--] dollar average in a heavy position in $NBIS pays off. Some of us are just chilling here 😎 I am way more comfortable with my risk profile with my average and will be waiting for the next opportunity to buy more"
X Link 2025-08-14T17:14Z [---] followers, [---] engagements
"@BourbonInsider This is what I saw"
X Link 2025-08-14T23:53Z [---] followers, [---] engagements
"@LEADER_TRADING I just made it to [----] shares this morning of IREN 💪 [----] shares of $NBIS [----] shares of $IREN These are my highest conviction plays for AI infrastructure right now"
X Link 2025-08-15T18:41Z [---] followers, [----] engagements
"End of week portfolio update. A very productive week $NBIS my largest position closed above [--] Accumulation in $IREN and $ONDS $DLO up 43% after earnings Started a small $UNH position before the buffet surprise news and deployed a little more yesterday. Trimming some $CRSP for cash for September volatility but still very long on the position. Just de-risking. Getting close to the 200k milestone What a journey so far"
X Link 2025-08-16T00:54Z [---] followers, [----] engagements
"I think selling $IREN right here before earnings is like selling $NBIS before earnings too and that the patience call out might apply here too 😅 I'm not expecting $IREN to announce a colocation partner this earnings but I think updates on their GW capacity is going to be a meaningful data point for the market to digest. When I initiated a position in IREN it was discounting the $BTC element all together. But we will get into seasonal chop so I understand why you locked in profit I just hope you won't regret it"
X Link 2025-08-19T20:25Z [---] followers, [---] engagements
"I totally admit I may regret this but $DLO was a smaller position for me so I sold to raise more money for cash to add to core holdings on support levels and for general flexibility with market conditions right now. Justification- After the post earnings run paired with the current market chop I see limited further upside for $DLO right now. I feel that we may get another opportunity to add to this position lower than [--] in the coming month or two. Seems like a good level to take profit and look for the next entry point for those who don't have a fully mature position yet. Still very bullish"
X Link 2025-08-20T14:42Z [---] followers, [---] engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing