# ![@babyfolio Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1356518215288041473.png) @babyfolio Babyfolio

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

### Engagements: [-------] [#](/creator/twitter::1356518215288041473/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1356518215288041473/c:line/m:interactions.svg)

- [--] Week [-------] +373%
- [--] Month [---------] +134%
- [--] Months [---------] +286%
- [--] Year [---------] +623%

### Mentions: [--] [#](/creator/twitter::1356518215288041473/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1356518215288041473/c:line/m:posts_active.svg)

- [--] Week [--] +104%
- [--] Month [--] -9.10%
- [--] Months [-----] +17,522%
- [--] Year [-----] +19,725%

### Followers: [------] [#](/creator/twitter::1356518215288041473/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1356518215288041473/c:line/m:followers.svg)

- [--] Week [-----] +0.23%
- [--] Month [-----] +1.10%

### CreatorRank: [-------] [#](/creator/twitter::1356518215288041473/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1356518215288041473/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  #4549 [finance](/list/finance)  [technology brands](/list/technology-brands)  [automotive brands](/list/automotive-brands)  [cryptocurrencies](/list/cryptocurrencies)  [countries](/list/countries)  [celebrities](/list/celebrities)  [currencies](/list/currencies)  [exchanges](/list/exchanges)  [social networks](/list/social-networks) 

**Social topic influence**
[$nbis](/topic/$nbis) #14, [$iren](/topic/$iren) #26, [$crwv](/topic/$crwv) #6, [ai](/topic/ai) #6028, [$tsla](/topic/$tsla), [$msft](/topic/$msft), [$cifr](/topic/$cifr), [$hims](/topic/$hims), [stocks](/topic/stocks) #1077, [money](/topic/money)

**Top accounts mentioned or mentioned by**
[@accountingds](/creator/undefined) [@danielkoss](/creator/undefined) [@mktmavpro](/creator/undefined) [@jiahanjimliu](/creator/undefined) [@genzinvest0r](/creator/undefined) [@aleabitoreddit](/creator/undefined) [@meeijer](/creator/undefined) [@yodastockinvest](/creator/undefined) [@mvcinvesting](/creator/undefined) [@grok](/creator/undefined) [@nebiusai](/creator/undefined) [@kaizeninvestor](/creator/undefined) [@edgeofpower](/creator/undefined) [@jaybleezy42069](/creator/undefined) [@neuralcadence](/creator/undefined) [@aktiehedonist](/creator/undefined) [@wealthyreadings](/creator/undefined) [@bagelc47](/creator/undefined) [@deepvaluebagger](/creator/undefined) [@ronenhayempour](/creator/undefined)

**Top assets mentioned**
[Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Iris Energy Limited (IREN)](/topic/$iren) [CoreWeave, Inc (CRWV)](/topic/$crwv) [Tesla, Inc. (TSLA)](/topic/$tsla) [Microsoft Corp. (MSFT)](/topic/$msft) [Cipher Mining Inc. Common Stock (CIFR)](/topic/$cifr) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Oracle Corporation (ORCL)](/topic/$orcl) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Metadium (META)](/topic/$meta) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [Lemonade, Inc. (LMND)](/topic/$lmnd) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Bitcoin (BTC)](/topic/$btc) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Galaxy Digital Inc. (GLXY)](/topic/$glxy) [Duolingo, Inc.  (DUOL)](/topic/$duol) [The Root Network (ROOT)](/topic/$root) [Shopify Inc (SHOP)](/topic/$shop) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [WhiteFiber, Inc.  (WYFI)](/topic/$wyfi) [Eos Energy Enterprises, Inc. (EOSE)](/topic/$eose) [Interactive Brokers Group, Inc. (IBKR)](/topic/$ibkr) [Goldman Sachs (GS)](/topic/goldman-sachs)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Funny how $NBIS was down on positive news day is it $CRWV that dragged it down"  
[X Link](https://x.com/babyfolio/status/1963875951302889742)  2025-09-05T08:04Z [--] followers, [---] engagements


"@rm3700256 They are disrupting the industry very compelling for me to invest maybe I'll dip in a little $OSCR"  
[X Link](https://x.com/babyfolio/status/1963879458579816529)  2025-09-05T08:18Z [--] followers, [--] engagements


"ClickHouse has big potential to be 10B$+ company $NBIS ClickHouse is quietly becoming one of the most important companies in data + AI. And Nebius has a big stake in it. Heres why this matters (and why the numbers are 🔥) 🧵👇 $NBIS ClickHouse is quietly becoming one of the most important companies in data + AI. And Nebius has a big stake in it. Heres why this matters (and why the numbers are 🔥) 🧵👇 $NBIS"  
[X Link](https://x.com/babyfolio/status/1963880663905395022)  2025-09-05T08:23Z [---] followers, [----] engagements


"@MB_Hogan Hope they will pursue IPO earlier so I can invest directly"  
[X Link](https://x.com/babyfolio/status/1964033657955332351)  2025-09-05T18:31Z [--] followers, [--] engagements


"@davey_juice Of course $NBIS includes software in their offerings which include tools that help you from end to end whole $CRWV is focused mainly on bare metal(recently transitioning to software) their debt is also horrendous. $NBIS also has other holdings such as ClickHouse Avride Toloka"  
[X Link](https://x.com/babyfolio/status/1964052984876453946)  2025-09-05T19:48Z [---] followers, [---] engagements


"@stckpkr7000 @cperruna @Lintexed Maybe he looks at the graph and doesn't want tk to buy at "all time high" so $CRWV appears cheaper But the fact is $CRWV management is drowning the company in debt while $NBIS is much more financially stable with a portfolio of great companies"  
[X Link](https://x.com/babyfolio/status/1964057009424048376)  2025-09-05T20:04Z [---] followers, [---] engagements


"@stckpkr7000 @cperruna @Lintexed It's bonkers lmao"  
[X Link](https://x.com/babyfolio/status/1964058612919062841)  2025-09-05T20:10Z [--] followers, [--] engagements


"$HIMS shorts are about to lose everything by year end they all might end up homeless"  
[X Link](https://x.com/babyfolio/status/1964059548328554622)  2025-09-05T20:14Z [---] followers, [----] engagements


"@fedex774 I think it's a nothing burger sale"  
[X Link](https://x.com/babyfolio/status/1964234068762968143)  2025-09-06T07:47Z [--] followers, [--] engagements


"@MktMavPro You do whatever works for you ignore the internet trolls. Although I'm not huge in $NBIS (yet) I think it will dip too and I'll be there to scoop shares easy I too manage 1.5m+$ most of it is in $TSLA though"  
[X Link](https://x.com/babyfolio/status/1964306501251608942)  2025-09-06T12:35Z [--] followers, [---] engagements


"@BiotechStocksMN Missed TripleTen which $NBIS also owns and is the Adtech startup"  
[X Link](https://x.com/babyfolio/status/1964307335033028701)  2025-09-06T12:38Z [---] followers, [---] engagements


"@SixSigmaCapital The 200MA was where I added to my position I think a short squeeze on $HIMS is imminent can't believe shorts didn't cover yet🤣"  
[X Link](https://x.com/babyfolio/status/1964383097429823908)  2025-09-06T17:40Z [--] followers, [--] engagements


"@MichaelZero10 Would love to scoop up $TMDX at 80$"  
[X Link](https://x.com/babyfolio/status/1964383676814270763)  2025-09-06T17:42Z [---] followers, [---] engagements


"Recommending this account for those who follow $NBIS $CRWV From Scaling Laws to Platforms: How Commoditization of Big Models Reshapes AI $NBIS In the early years of modern AI raw scale was everything. The biggest model trained on the largest GPU clusters with the most tokens almost always leapt ahead in capabilities. Scaling laws From Scaling Laws to Platforms: How Commoditization of Big Models Reshapes AI $NBIS In the early years of modern AI raw scale was everything. The biggest model trained on the largest GPU clusters with the most tokens almost always leapt ahead in capabilities. Scaling"  
[X Link](https://x.com/babyfolio/status/1964609579783971212)  2025-09-07T08:39Z [---] followers, [---] engagements


"@alc2022 I agree on $HIMS"  
[X Link](https://x.com/babyfolio/status/1964727750255940081)  2025-09-07T16:29Z [---] followers, [---] engagements


"@ValueSense_io Once we start the squeeze $HIMS will be close to 100$ or greater"  
[X Link](https://x.com/babyfolio/status/1964728533038891259)  2025-09-07T16:32Z [---] followers, [---] engagements


"$HIMS +73% Rev growth & +183% EPS YoY trading at 5x sales and 60x fwd P/E plus a mind-blowing 35%+ short float This ones primed for a squeeze. $HIMS is mispriced heavily"  
[X Link](https://x.com/babyfolio/status/1964731817426293044)  2025-09-07T16:45Z [---] followers, [---] engagements


"$NBIS Q2 ARR hit $405M on just 50MW capacity 🤯 Thats $8M+ per MW annually. $NBIS goal for 2026YE is 1GW Now do the math 📈 For the lazy people: it's 8B annually. $NBIS current m.cap: 15B$ And that includes: - 28% of ClickHouse - Toloka TripleTen and Avride - 1B + in cash"  
[X Link](https://x.com/babyfolio/status/1964736929045577927)  2025-09-07T17:06Z [---] followers, [----] engagements


"@StockTrader_Max But it seems like $HIMS will hit [---] with Zava still looking bad"  
[X Link](https://x.com/babyfolio/status/1964740201433190840)  2025-09-07T17:19Z [---] followers, [---] engagements


"$IREN should blow up in the short term(1-2 years) they are ramping up capacity super fast to meet future demand and capture a lot of market share in the AI infra space. $IREN is very hard to ignore with close to 3GW secured capacity. Saying this as a $NBIS investor"  
[X Link](https://x.com/babyfolio/status/1964747113981673968)  2025-09-07T17:46Z [---] followers, 10.9K engagements


"@scludweed Of course people are calculating $NBIS future rev by its MW capacity and then go on to disregard $IREN that currently has 10x more capacity I'm being realistic"  
[X Link](https://x.com/babyfolio/status/1964889676407558423)  2025-09-08T03:12Z [---] followers, [---] engagements


"$NBIS is a great company I'm long heavily on it. But when I see people calculating MW capacity to rev and then disregard $IREN it's kind of hypocritical. If apply the mw calc for $IREN's (7b mcap) secured capacity they are super cheap right now. Might open $IREN position too"  
[X Link](https://x.com/babyfolio/status/1964895014624075865)  2025-09-08T03:34Z [---] followers, 13.3K engagements


"Yes the way they finance and the overall approach is different but there's a place for both $IREN and $NBIS and I'd lie saying $IREN doesn't look super compelling right now"  
[X Link](https://x.com/babyfolio/status/1964895494955815085)  2025-09-08T03:36Z [---] followers, [----] engagements


"@jiahanjimliu I think $IREN is a "safer" play too I'm long $NBIS tho but might open a big position in $IREN soon I want to know how much m$ they make per MW"  
[X Link](https://x.com/babyfolio/status/1964896364065956238)  2025-09-08T03:39Z [---] followers, [---] engagements


"@TheKamaHsutra I didn't doubt $IREN the opposite is true I think they're positioned to 10x or more in the coming years"  
[X Link](https://x.com/babyfolio/status/1964917233483997663)  2025-09-08T05:02Z [---] followers, [---] engagements


"@fedex774 Will be today"  
[X Link](https://x.com/babyfolio/status/1964951445175931149)  2025-09-08T07:18Z [---] followers, [---] engagements


"@fedex774 I'm now long $IREN with a starter position (around [----] shares) Hopefully it dips"  
[X Link](https://x.com/babyfolio/status/1964963353270604095)  2025-09-08T08:05Z [---] followers, [---] engagements


"@stckpkr7000 Love this $NBIS $IREN"  
[X Link](https://x.com/babyfolio/status/1964981643569185207)  2025-09-08T09:18Z [---] followers, [---] engagements


"@Ashton_1nvests $ABCL or $CAKE imo but it depends what you're switching for"  
[X Link](https://x.com/babyfolio/status/1965083323811651946)  2025-09-08T16:02Z [---] followers, [---] engagements


"@Tsuff101 I like $IREN but what you wrote here has no grasp on reality Really Is your investment thesis $IREN $NBIS"  
[X Link](https://x.com/babyfolio/status/1965085014728782243)  2025-09-08T16:09Z [---] followers, [---] engagements


"@edge_of_power No but they have life to live and its okay to diverse your portfolio a bit just like you and I do I'll talk exclusively about $NBIS here Arkady still has 90% of his original amount in so I don't think there's an issue"  
[X Link](https://x.com/babyfolio/status/1965088059298550210)  2025-09-08T16:21Z [---] followers, [---] engagements


"@thereplygui Well I bought a starting position in $IREN and they can prove themselves each quarter that their AI segment is growing as long as the financials grow I don't care if it's a shed or in their bathrooms honestly"  
[X Link](https://x.com/babyfolio/status/1965092356375646452)  2025-09-08T16:38Z [---] followers, [---] engagements


"@danielisdizzy I think $NBIS will do better than that"  
[X Link](https://x.com/babyfolio/status/1965093666969768329)  2025-09-08T16:43Z [---] followers, [----] engagements


"@fedex774 Great write up $IREN for me needs to show good execution and growth for the next quarter or two I don't mind buying higher as long as my conviction strengthens"  
[X Link](https://x.com/babyfolio/status/1965096011233390657)  2025-09-08T16:52Z [---] followers, [---] engagements


"$TSLA Is making $UBER look really bad how can $UBER fight back such low prices and stay profitable $2.62 vs $12.94 $2.62 vs $12.94"  
[X Link](https://x.com/babyfolio/status/1965110413491855780)  2025-09-08T17:50Z [---] followers, [---] engagements


"@thereplygui They're going into AI that's why I'm betting on them not the bitcoin mining part"  
[X Link](https://x.com/babyfolio/status/1965112253113675818)  2025-09-08T17:57Z [---] followers, [--] engagements


"@fedex774 $IREN has great potential but I wouldn't disregard $NBIS. $CRWV is a different story though have no opinion on it"  
[X Link](https://x.com/babyfolio/status/1965129342054551737)  2025-09-08T19:05Z [---] followers, [---] engagements


"@fedex774 It's a very popular opinion that $IREN is better than $NBIS I'm not so sure about it so I'm investing in both"  
[X Link](https://x.com/babyfolio/status/1965132137356820880)  2025-09-08T19:16Z [---] followers, [---] engagements


"Why I'm heavily long $NBIS and how it could be the sleeper AI infrastructure play to watch. explosive revenue growth and improving efficiency.👇 🧵"  
[X Link](https://x.com/babyfolio/status/1965135367079952587)  2025-09-08T19:29Z [---] followers, [----] engagements


"Q2 [--] results blew past expectations: Revenue: $105.1 M - up 625% YoY 106% QoQ. Adjusted EBITDA: Core AI business is already cash-flow positive ahead of plan. ARR guidance raised: now targeting $900 M$1.1 B by YE [----]. My guess They will exceed their targets"  
[X Link](https://x.com/babyfolio/status/1965135370343039206)  2025-09-08T19:29Z [---] followers, [--] engagements


"Scaling fast: $NBIS is securing [--] GW of power by end of [----]. a massive capacity ramp for GPU-heavy workloads and AI compute scale advantages"  
[X Link](https://x.com/babyfolio/status/1965135375770550527)  2025-09-08T19:29Z [---] followers, [---] engagements


"Explosive growth meets strong backing: Raised $700 M in Dec [----] from partners including NVIDIA & Accel. Expanding operations across Europe Israel the U.S. (300 MW data center in New Jersey underway)"  
[X Link](https://x.com/babyfolio/status/1965135380111655303)  2025-09-08T19:29Z [---] followers, [--] engagements


"Strong balance sheet: $1.4 B+ in cash zero debt and a heavy [----] capex plan but backed by liquidity"  
[X Link](https://x.com/babyfolio/status/1965135384687636902)  2025-09-08T19:29Z [---] followers, [--] engagements


"$NBIS owns and invests in multiple high-growth subsidiaries: Avride (autonomous delivery/robotaxi) TripleTen (EdTech) Toloka (AI data platform) + a stake in ClickHouse(28% stake) These offer optionality and further monetization paths"  
[X Link](https://x.com/babyfolio/status/1965135389456564648)  2025-09-08T19:29Z [---] followers, [---] engagements


"$IREN goes up 10% following $NBIS deal 👀 Another deal incoming"  
[X Link](https://x.com/babyfolio/status/1965284399622320628)  2025-09-09T05:21Z [---] followers, [---] engagements


"@fedex774 @FransBakker9812 @HyperTechInvest @mvcinvesting @StockSavvyShay @Sandeman52 @jpmontero88 @Umbisam @mcF_dan @moninvestor @davidwurtz @EndicottInvests @RKLBMan Luckily I made a shit ton on $NBIS too but only made a dime on $IREN since I just nibbled yesterday but it's an ongoing investment doesn't end here"  
[X Link](https://x.com/babyfolio/status/1965285310453219524)  2025-09-09T05:25Z [---] followers, [---] engagements


"@SauvageSa97563 I'm [--] made most of my fortune all-inning $TSLA then started trimming and getting in early on $RKLB $HIMS $NBIS"  
[X Link](https://x.com/babyfolio/status/1965463202189472030)  2025-09-09T17:11Z [---] followers, [---] engagements


"$NBIS will never be double digit again make sure you're positioned properly Not financial advice"  
[X Link](https://x.com/babyfolio/status/1965475536261746740)  2025-09-09T18:00Z [---] followers, [----] engagements


"Bought [----] more $IREN shares At some point they will get a deal too and we'll see a $NBIS type move as well"  
[X Link](https://x.com/babyfolio/status/1965480958142173525)  2025-09-09T18:22Z [---] followers, [----] engagements


"@stckpkr7000 @JarronJackson4 Yep $IREN next"  
[X Link](https://x.com/babyfolio/status/1965489174150341026)  2025-09-09T18:55Z [---] followers, [--] engagements


"@FriendlyCapMgmt Happens to all of us $RKLB I bought at 5$ sold at 15$ now it's at 45"  
[X Link](https://x.com/babyfolio/status/1965492575206596762)  2025-09-09T19:08Z [---] followers, [---] engagements


"@fedex774 It's funny but this meme applies more to meme stocks like $OPEN and things of that type of stocks $NBIS is actually still cheap actually cheaper than before the $MSFT deal"  
[X Link](https://x.com/babyfolio/status/1965493934857355647)  2025-09-09T19:14Z [---] followers, [---] engagements


"Those who see it loaded $NBIS despite the run up. $NBIS is now in an entirely different sphere than it was before we are going to do 4b a year just from $MSFT while previous estimations were 3B ARR [--] YE I think we still have a lot more to run. I averaged up shares today"  
[X Link](https://x.com/babyfolio/status/1965494548001685949)  2025-09-09T19:16Z [---] followers, [---] engagements


"Here's why I doubled my $NBIS position after the news: This isn't just hype. Q2 rev was $105M The $MSFT deal adds $3.5 per year for [--] years. Thats a 10x revenue. With 71% gross margins $NBIS could make $2.5B gross profit annually by [----]. Post-deal P/S drops from 35x to just 5x"  
[X Link](https://x.com/babyfolio/status/1965648432569213238)  2025-09-10T05:28Z [---] followers, [---] engagements


"Here's why I doubled my $NBIS position after the news: This isn't just hype Q2 rev was $105M The $MSFT deal adds $3.5 per year for [--] years Thats a 10x revenue. With 71% gross margins $NBIS could make $2.5B gross profit annually by [----] Post-deal P/S drops from 35x to just 5x"  
[X Link](https://x.com/babyfolio/status/1965672284049612824)  2025-09-10T07:02Z [---] followers, [----] engagements


"$IREN is shooting up to ATH following $NBIS deal confirms that $IREN is a huge potential candidate for a deal I loaded some this week (4k shares) will add as conviction grows"  
[X Link](https://x.com/babyfolio/status/1965697382739554549)  2025-09-10T08:42Z [---] followers, [---] engagements


"$CRWV someone always knows. Pending deal Same with $IREN"  
[X Link](https://x.com/babyfolio/status/1965819286079025192)  2025-09-10T16:46Z [---] followers, [---] engagements


"I'm assuming $ORCL will do a deal with a neocloud soon to satisfy demand $NBIS $IREN $CRWV $CIFR $GLXY Who will it be"  
[X Link](https://x.com/babyfolio/status/1965819932719116462)  2025-09-10T16:49Z [---] followers, [---] engagements


"Can't wait for the squeeze $HIMS 🚨 BREAKING $HIMS SHORT INTEREST HITS NEW ALL-TIME HIGH - 74.6M shares short - 42% of float 🔥 - +4.4M added in [--] weeks THIS SQUEEZE IS GOING TO BE VIOLENT $HIMS to $100+ https://t.co/7gXYZ4OGqx 🚨 BREAKING $HIMS SHORT INTEREST HITS NEW ALL-TIME HIGH - 74.6M shares short - 42% of float 🔥 - +4.4M added in [--] weeks THIS SQUEEZE IS GOING TO BE VIOLENT $HIMS to $100+ https://t.co/7gXYZ4OGqx"  
[X Link](https://x.com/babyfolio/status/1965831187789955350)  2025-09-10T17:34Z [---] followers, [----] engagements


"Do they have enough compute $IREN $CRWV $NBIS BREAKING: Oracle $ORCL and OpenAI have signed a $300 billion contract for computing power marking one of the largest cloud contracts in history. BREAKING: Oracle $ORCL and OpenAI have signed a $300 billion contract for computing power marking one of the largest cloud contracts in history"  
[X Link](https://x.com/babyfolio/status/1965851949091401883)  2025-09-10T18:56Z [---] followers, [---] engagements


"@riyadosofiian Do more DD it is still cheap cheaper than before actually. Forget stock price before the $MSFT deal changed all the metrics for $NBIS There's still money to be made Not financial advice of course"  
[X Link](https://x.com/babyfolio/status/1965929045008462148)  2025-09-11T00:03Z [---] followers, [---] engagements


"@danielisdizzy Let's go both are potential 5x-10x baggers for me $NBIS $HIMS"  
[X Link](https://x.com/babyfolio/status/1965931793150070935)  2025-09-11T00:13Z [---] followers, [---] engagements


"Some day @wallstreetbets will join forced with $HIMS. These shorts will be evaporated 🚨 $HIMS SHORT INTEREST SMASHES ALL-TIME RECORD. AGAIN - 74.6M SHARES SHORT - 42% OF THE FLOAT - DATA AS OF AUG [--] SQUEEEEEEEEEEEZE 🍋🍋🍋 https://t.co/Rde6XsM4cz 🚨 $HIMS SHORT INTEREST SMASHES ALL-TIME RECORD. AGAIN - 74.6M SHARES SHORT - 42% OF THE FLOAT - DATA AS OF AUG [--] SQUEEEEEEEEEEEZE 🍋🍋🍋 https://t.co/Rde6XsM4cz"  
[X Link](https://x.com/babyfolio/status/1966010486924652678)  2025-09-11T05:26Z [---] followers, [---] engagements


"$IREN went ATH when I only made an inital investment I'm already up 22% in the last week. Hopefully it dips a little after next earnings call so I can load some more a deal with a hyperscaler is inevitable"  
[X Link](https://x.com/babyfolio/status/1966011074416943466)  2025-09-11T05:29Z [---] followers, [---] engagements


"Is $TTD dead now I used to invest in it pre-split when it was in hypergrowth mode now its being beaten down heavily day by day"  
[X Link](https://x.com/babyfolio/status/1966036017254650042)  2025-09-11T07:08Z [---] followers, [---] engagements


"$NBIS the rise to [---] will be swift you are waiting for the dip but the greed won't let you buy it because its up 50%"  
[X Link](https://x.com/babyfolio/status/1966177579561578829)  2025-09-11T16:30Z [---] followers, [----] engagements


"When $LMND had 30% short float it squeezed from 15$ to 50$. Just imagine how much $HIMS will squeeze with 42% short float - Founder led - Growing Revs - Profitable - No debt What is there to short"  
[X Link](https://x.com/babyfolio/status/1966178607828697175)  2025-09-11T16:34Z [---] followers, [---] engagements


"@YodaStockInvest For me it was $SE $HIMS $TTD $TSLA and $RKLB I did have some massive losers in $ASPN $CELH and some more that I don't remember on the top of my head"  
[X Link](https://x.com/babyfolio/status/1966186685949182343)  2025-09-11T17:06Z [---] followers, [---] engagements


"$HIMS So is it starting $HIMS shorts are about to lose everything by year end they all might end up homeless https://t.co/F72qOz9TQK $HIMS shorts are about to lose everything by year end they all might end up homeless https://t.co/F72qOz9TQK"  
[X Link](https://x.com/babyfolio/status/1966200719293153446)  2025-09-11T18:02Z [---] followers, [---] engagements


"$TSLA [---] soon 🚨BREAKING: $TSLA FINALLY BREAKS $370 Tesla stock is expected to surpass $400 soon https://t.co/2yB5dXw6wU 🚨BREAKING: $TSLA FINALLY BREAKS $370 Tesla stock is expected to surpass $400 soon https://t.co/2yB5dXw6wU"  
[X Link](https://x.com/babyfolio/status/1966361730721919161)  2025-09-12T04:42Z [---] followers, [---] engagements


"Who on FinX gave you the conviction to buy $NBIS For me I was first introduced to it by @mvcinvesting And conviction grew by following many $NBIS investors on FinX such as: @EndicottInvests @daniel_koss @danielisdizzy @DrTomsLens @HyperTechInvest @WealthyReadings @MB_Hogan @MktMavPro If you're missing that bit of conviction to make the step to buy $NBIS make sure to follow these guys they are all great from news to analysis"  
[X Link](https://x.com/babyfolio/status/1966371789283668376)  2025-09-12T05:22Z [---] followers, [----] engagements


"@OnlyNebius @mvcinvesting @EndicottInvests @daniel_koss @danielisdizzy @DrTomsLens @HyperTechInvest @WealthyReadings @MB_Hogan 100% agree with that he introduced me to many "hidden gems" that later became FinX darlings like $RKLB $HIMS and now $NBIS"  
[X Link](https://x.com/babyfolio/status/1966372314817143241)  2025-09-12T05:24Z [---] followers, [---] engagements


"$NBIS * No more dilution risk in the foreseeable future * CEO selling is behind us * $MSFT deal 10xing annual revenue Stock up 45% This thing will be 150$ soon I'm well positioned to make tons of money here Not financial advice. $NBIS has been greatly de-risked at this stage. They have revenue and capital secured. I would expect additional announcements very soon. Simply put this stock is undervalued. $NBIS has been greatly de-risked at this stage. They have revenue and capital secured. I would expect additional announcements very soon. Simply put this stock is undervalued"  
[X Link](https://x.com/babyfolio/status/1966428475150995610)  2025-09-12T09:07Z [---] followers, [----] engagements


"@philllyfanatic Damn you're on 🔥"  
[X Link](https://x.com/babyfolio/status/1966510829022384472)  2025-09-12T14:34Z [---] followers, [--] engagements


"@philllyfanatic I did the same with $TSLA and $HIMS"  
[X Link](https://x.com/babyfolio/status/1966514766454673729)  2025-09-12T14:50Z [---] followers, [---] engagements


"$IREN green despite the insider selling. Retail is so strong in this name"  
[X Link](https://x.com/babyfolio/status/1966599955117740050)  2025-09-12T20:29Z [---] followers, [---] engagements


"Congrats on $RKLB ath I bought the stock at 5$ and sold it at 15$ for 200% gain. I will not repeat the same mistake with $NBIS"  
[X Link](https://x.com/babyfolio/status/1966771627464511543)  2025-09-13T07:51Z [---] followers, [----] engagements


"@pinetree_cap Haha yeah crazy week for these stocks"  
[X Link](https://x.com/babyfolio/status/1966782492859372006)  2025-09-13T08:34Z [---] followers, [--] engagements


"@NickBInvesting Depends what I'm looking for but usually when researching a stock for example I'd go over balance sheet financial statements and as much fundamental info I can get"  
[X Link](https://x.com/babyfolio/status/1966850327157895441)  2025-09-13T13:03Z [---] followers, [--] engagements


"In [----] I made one of my biggest investing mistakes: I sold $NVDA at $4 after it ran +50%. Thought I was smart when it dipped 10% right after. But then it went on to become a 40x. I missed the entire move. If you have conviction dont sell your winners just because they ran too fast.. I now only sell if thesis changes. $TSLA then became my $NVDA I poured all my money there early and still have most of my portfolio in it. My next 10x It's going to be $NBIS. What are your losers What are the winners you missed on(we all have those)"  
[X Link](https://x.com/babyfolio/status/1966943604078743679)  2025-09-13T19:14Z [---] followers, [----] engagements


"@FIREDUpWealth $NBIS If you look at the graph you'd call me crazy research the stock you'll say I'm right"  
[X Link](https://x.com/babyfolio/status/1966945700522119652)  2025-09-13T19:22Z [---] followers, [---] engagements


"@mgInvesting_ Guidance only thing that will matter in that earnings call"  
[X Link](https://x.com/babyfolio/status/1966952110081405147)  2025-09-13T19:48Z [---] followers, [--] engagements


"@footyhead32 What company is that But yeah we all got these missed winners thankfully we win in others 🔥💪"  
[X Link](https://x.com/babyfolio/status/1966972481178317299)  2025-09-13T21:09Z [---] followers, [---] engagements


"$NBIS bears and bulls What are the best bear cases you can think of for Nebius I'll tag those who'd gladly help with the bear cases: $IREN"  
[X Link](https://x.com/babyfolio/status/1967087342092775823)  2025-09-14T04:45Z [---] followers, 11.3K engagements


"@YNWA_AB Smart it takes a lot of mental fortitude to buy higher than you sold good thing you bought $RKLB paid off massively"  
[X Link](https://x.com/babyfolio/status/1967094279513457139)  2025-09-14T05:13Z [---] followers, [---] engagements


"Weekend almost over Do your $NBIS research and maybe you'll reach the same conclusion I did this may be the last time we see $NBIS at double digits Might be tomorrow sometime this week or later but it will happen. Not financial advice Disclaimer: I'm long the stock"  
[X Link](https://x.com/babyfolio/status/1967260306696290329)  2025-09-14T16:13Z [---] followers, [----] engagements


"@BlakeNAFOgg Could be I'll be there to scoop shares"  
[X Link](https://x.com/babyfolio/status/1967313652912210394)  2025-09-14T19:45Z [---] followers, [---] engagements


"$IREN Not gonna lie this is so bullish I love that Elon Musk move $IREN the compensation structure of $iren is that CEO Dan can purchase stock at $75 when the stock reaches $370 $650 $925 and $1850 WTF They are already planning for stock to reach $1850 that's like a $400B market cap 😱😱😱 I like the vision and incentives being aligned https://t.co/RofltJ2VE2 $IREN the compensation structure of $iren is that CEO Dan can purchase stock at $75 when the stock reaches $370 $650 $925 and $1850 WTF They are already planning for stock to reach $1850 that's like a $400B market cap 😱😱😱 I like the"  
[X Link](https://x.com/babyfolio/status/1967419823266394305)  2025-09-15T02:46Z [---] followers, [----] engagements


"@DataAvenger Are you all in"  
[X Link](https://x.com/babyfolio/status/1967427923172020324)  2025-09-15T03:19Z [---] followers, [--] engagements


"Here are the upcoming $NBIS catalysts: - Q3 Earnings call(guidance most importantly) - New green fields announcements - More analyst coverage on the company(new PTs +more institutional buying) - $MSFT contract ramp My year end price target: 150$"  
[X Link](https://x.com/babyfolio/status/1967448779101188473)  2025-09-15T04:41Z [---] followers, [----] engagements


"@StocksQnA $ADBE from these. Why Because it's the only one with an actual AI tailwind"  
[X Link](https://x.com/babyfolio/status/1967468457018212638)  2025-09-15T06:00Z [---] followers, [---] engagements


"@nglotus9898 I think it will happen next year"  
[X Link](https://x.com/babyfolio/status/1967528055553101969)  2025-09-15T09:56Z [---] followers, [---] engagements


"@Asmallfish5 Yep I'm being conservative. Still getting the subsidiaries free of charge can't stop buying here😂😭"  
[X Link](https://x.com/babyfolio/status/1967549708446134474)  2025-09-15T11:23Z [---] followers, [---] engagements


"Added $NBIS here Trimmed a little $HIMS"  
[X Link](https://x.com/babyfolio/status/1967585750121341092)  2025-09-15T13:46Z [----] followers, [----] engagements


"@aj_aforb3z @genZinvest0r I just think market is miss valuing $NBIS too hard"  
[X Link](https://x.com/babyfolio/status/1967588366154883395)  2025-09-15T13:56Z [---] followers, [---] engagements


"@theduckhammer @samsolid57 I agree with you I hate the amount of leverage they're in ita absolutely insane. They take debts at any rates"  
[X Link](https://x.com/babyfolio/status/1967675013647290659)  2025-09-15T19:40Z [---] followers, [--] engagements


"Asked GPT to compare these 2: $CRWV vs $NBIS Is this interest rate real Are they taking debts from drug lords"  
[X Link](https://x.com/babyfolio/status/1967677770525462813)  2025-09-15T19:51Z [---] followers, [----] engagements


"$NBIS maybe the pressure on the stock is over Does this mean they can take the boot off of $NBIS neck at $90 https://t.co/vwQXnVAMhC Does this mean they can take the boot off of $NBIS neck at $90 https://t.co/vwQXnVAMhC"  
[X Link](https://x.com/babyfolio/status/1967682907893539294)  2025-09-15T20:12Z [---] followers, [----] engagements


"@grok @TGrtnr You excluded the $MSFT deal"  
[X Link](https://x.com/babyfolio/status/1967801387456270578)  2025-09-16T04:03Z [---] followers, [--] engagements


"@joedab12 They guided 1.5b [----] $MSFT deal another 4b"  
[X Link](https://x.com/babyfolio/status/1967810309877633167)  2025-09-16T04:38Z [----] followers, [---] engagements


"No doubt $NBIS 28% stake in ClickHouse is going to be worth A LOT This Twitter account belongs to an engineer from a well-known public database company. Back in Feb [----] he told me how awesome ClickHouse's technology waswhich gave me even more confidence in $NBISs talent and engineering expertise early on and is part of why I made $NBIS This Twitter account belongs to an engineer from a well-known public database company. Back in Feb [----] he told me how awesome ClickHouse's technology waswhich gave me even more confidence in $NBISs talent and engineering expertise early on and is part of why"  
[X Link](https://x.com/babyfolio/status/1967824446292627962)  2025-09-16T05:34Z [----] followers, [----] engagements


"@101010_jv Exactly when we start seeing revenue and revenue growth of the Robotaxi platform this will drive $TSLA to the moon from quarter to quarter"  
[X Link](https://x.com/babyfolio/status/1968011572569313545)  2025-09-16T17:58Z [---] followers, [---] engagements


"$HIMS down on basically no news Around [---] FDA letters went out last week to companies across the industry as part of the administrations recent push on pharmaceutical marketing. We got one. A number of big pharma companies received them. With this industry-wide push the FDA is demonstrating its commitment to Around [---] FDA letters went out last week to companies across the industry as part of the administrations recent push on pharmaceutical marketing. We got one. A number of big pharma companies received them. With this industry-wide push the FDA is demonstrating its commitment to"  
[X Link](https://x.com/babyfolio/status/1968024070798364927)  2025-09-16T18:47Z [---] followers, [---] engagements


"@samsolid57 @fiscal_ai Sentiment took it down I don't think AI will kill $DUOL $ADBE I think it will be a tailwind"  
[X Link](https://x.com/babyfolio/status/1968024708089254381)  2025-09-16T18:50Z [---] followers, [---] engagements


"Just opened my son(1 year old) a broker account. Bought 10k $NBIS for him How much will that be worth when he's 18"  
[X Link](https://x.com/babyfolio/status/1968027384432693298)  2025-09-16T19:01Z [---] followers, 19.6K engagements


"@AkaliOnYT Oh man we are going somewhere. I think earnings call will be the biggest trigger"  
[X Link](https://x.com/babyfolio/status/1968194325533385096)  2025-09-17T06:04Z [---] followers, [--] engagements


"$NBIS pumping premarket 👀 Someone knows"  
[X Link](https://x.com/babyfolio/status/1968293179264008557)  2025-09-17T12:37Z [----] followers, [----] engagements


"$NBIS Good point waiting on earnings call for clarifications about the deal. And then we can visit 150$ by year end if all goes well and deal is somewhat good $NBIS These are fair criticism about Nebius deal with Microsoft. That said I would not want to compare $CRWV management with that of Nebius. This is not an ethereum miner turned neocloud play. Arkady and Roman have a very serious track record in basically anything that's $NBIS These are fair criticism about Nebius deal with Microsoft. That said I would not want to compare $CRWV management with that of Nebius. This is not an ethereum"  
[X Link](https://x.com/babyfolio/status/1968319902420459993)  2025-09-17T14:23Z [---] followers, [---] engagements


"I might have been wrong on $NBIS $GS actually expects them to do 6.5b in 2026(my original conservative thought was 4.5b) I might have been too bearish on the stock. 400$ end of [----] So let me get this straight $NBIS is 21B market cap with 5.2B in cash set to make 4.5B in [----]. You get the core biz for 16B and the subsidiaries for free This is robbery. So let me get this straight $NBIS is 21B market cap with 5.2B in cash set to make 4.5B in [----]. You get the core biz for 16B and the subsidiaries for free This is robbery"  
[X Link](https://x.com/babyfolio/status/1968348563383218371)  2025-09-17T16:17Z [---] followers, [----] engagements


"@detroitthechamp Can't wait for the $NBIS q3 earnings call"  
[X Link](https://x.com/babyfolio/status/1968350277360324644)  2025-09-17T16:24Z [---] followers, [---] engagements


"@otium33 well deserved now go all in 1$ $NBIS"  
[X Link](https://x.com/babyfolio/status/1968367060901314810)  2025-09-17T17:30Z [---] followers, [--] engagements


"@CernunnosCap Now do post $MSFT deal"  
[X Link](https://x.com/babyfolio/status/1968394143094223258)  2025-09-17T19:18Z [---] followers, [--] engagements


"Only the beginning for $NBIS Since now the thesis is solidified by $MSFT deal the loading will reach new highs $NBIS institutional ownership increased in September for the first time in [--] months 🔥 https://t.co/PKRMRi7cil $NBIS institutional ownership increased in September for the first time in [--] months 🔥 https://t.co/PKRMRi7cil"  
[X Link](https://x.com/babyfolio/status/1968404067849261374)  2025-09-17T19:57Z [---] followers, [----] engagements


"$NBIS What merch should they make As I get it from X: the last (and only) thing left for @nebiusai to make investors 100% happy is merch. As I get it from X: the last (and only) thing left for @nebiusai to make investors 100% happy is merch"  
[X Link](https://x.com/babyfolio/status/1968407565181558837)  2025-09-17T20:11Z [---] followers, [---] engagements


"@daniel_koss You think the earnings call will be the catalyst for that"  
[X Link](https://x.com/babyfolio/status/1968419356024385997)  2025-09-17T20:58Z [---] followers, [----] engagements


"@accounting_ds Wow same as mine Good shit"  
[X Link](https://x.com/babyfolio/status/1968541641892880789)  2025-09-18T05:04Z [---] followers, [---] engagements


"@borex_investing 100% true I'm with you"  
[X Link](https://x.com/babyfolio/status/1968549355163468000)  2025-09-18T05:35Z [---] followers, [--] engagements


"@Tomer_Danel @JM_Investment0 Have them in my bio $IREN $TSLA $HIMS $NBIS"  
[X Link](https://x.com/babyfolio/status/1968555574993272959)  2025-09-18T05:59Z [---] followers, [---] engagements


"@MktMavPro Well done bro"  
[X Link](https://x.com/babyfolio/status/1968631104266441069)  2025-09-18T11:00Z [---] followers, [---] engagements


"@accounting_ds What will be your third"  
[X Link](https://x.com/babyfolio/status/1968714505166209324)  2025-09-18T16:31Z [---] followers, [--] engagements


"@accounting_ds I think there are a few interesting plays out there I love $LMND $ROOT $HIMS"  
[X Link](https://x.com/babyfolio/status/1968716282687025555)  2025-09-18T16:38Z [---] followers, [---] engagements


"@accounting_ds $LMND and $ROOT are both so low market cap I feel like if the thesis plays out you make lots of money even at curent prices"  
[X Link](https://x.com/babyfolio/status/1968718985509106124)  2025-09-18T16:49Z [---] followers, [--] engagements


"@theduckhammer Love that answer actually I'm holding $TSLA since forever and only trimmed for opportunities and it's going great"  
[X Link](https://x.com/babyfolio/status/1968740468939730969)  2025-09-18T18:14Z [---] followers, [---] engagements


"@Tiger_Strat You're correct that's why I said as long as thesis is intact I probably won't sell(unless life will force me to)"  
[X Link](https://x.com/babyfolio/status/1968752886038323497)  2025-09-18T19:04Z [---] followers, [--] engagements


"$NBIS owns 28% of ClickHouse One crypto exchange's actual Datadog bill: $65M/year 🤯 https://t.co/fgZ8km63cL The observability industry has built tools that are more expensive than the systems they monitor. It's like paying more for your car's dashboard than the engine. How did this become normal Mike One crypto exchange's actual Datadog bill: $65M/year 🤯 https://t.co/fgZ8km63cL The observability industry has built tools that are more expensive than the systems they monitor. It's like paying more for your car's dashboard than the engine. How did this become normal Mike"  
[X Link](https://x.com/babyfolio/status/1968889527247761773)  2025-09-19T04:06Z [----] followers, [----] engagements


"This is a big business. Every AI company (OpenAI $GOOG $META Anthropic etc.) needs high-quality datasets. Toloka makes sure the data is structured unbiased and production-ready"  
[X Link](https://x.com/babyfolio/status/1968920123298746412)  2025-09-19T06:08Z [---] followers, [---] engagements


"So whos using Toloka today 📌 Amazon $AMZN 📌 Microsoft $MSFT 📌 Anthropic 📌 Shopify $SHOP (even has a board seat link) These arent startups these are AI leaders relying on Tolokas data engine. $NBIS"  
[X Link](https://x.com/babyfolio/status/1968920126746501627)  2025-09-19T06:08Z [----] followers, [---] engagements


"Tolokas financials are just as strong: - In Q2 [--] 80%+ of Tolokas revenue came from GenAI projects - GenAI revenue grew 500% QoQ(Insanity) - Just raised $72M (May 25) led by Bezos Expeditions $NBIS"  
[X Link](https://x.com/babyfolio/status/1968920130441662724)  2025-09-19T06:08Z [----] followers, [---] engagements


"That funding round implies a $500600M valuation for Toloka. Positioning it as one of the most valuable AI data infrastructure players outside the US giants. $NBIS"  
[X Link](https://x.com/babyfolio/status/1968920134031950014)  2025-09-19T06:08Z [---] followers, [---] engagements


"How big can this get(TAM) 📈 - Data labeling + collection : $9.5B in [----] $49B by [----] (24% CAGR) - Labeling tools + services: $18.7B in [--] to $119B by [----] (20% CAGR) Its a billion $ market growing 20-30% a year. Toloka has the tech + clients to grab serious share. $NBIS"  
[X Link](https://x.com/babyfolio/status/1968920138922549479)  2025-09-19T06:08Z [----] followers, [---] engagements


"For $NBIS Toloka is one of the hidden gems in its portfolio. While everyones looking at ClickHouse which is probably their best part outside the core biz at the moment and cloud infra Toloka is quietly powering the AI data supply chain"  
[X Link](https://x.com/babyfolio/status/1968920142244356164)  2025-09-19T06:08Z [----] followers, [---] engagements


"@101010_jv Yeah they 100% own them and you're right. If they time their IPO right they can get 20-40x sales which would be direct profit to us $NBIS shareholders"  
[X Link](https://x.com/babyfolio/status/1968923707897704949)  2025-09-19T06:22Z [---] followers, [--] engagements


"@edge_of_power Different risk profile therefore different rewards But $MSFT is indeed a powerhouse. I'm personally heavily long $NBIS"  
[X Link](https://x.com/babyfolio/status/1968972198409859420)  2025-09-19T09:35Z [----] followers, [---] engagements


"@Sandeman52 Was hoping for Northland upgrade and then shoot up to 100$"  
[X Link](https://x.com/babyfolio/status/1968986396695101851)  2025-09-19T10:31Z [---] followers, [---] engagements


"@Kajiastic How did you find them Maybe a good account to follow"  
[X Link](https://x.com/babyfolio/status/1969016686666822109)  2025-09-19T12:32Z [---] followers, [---] engagements


"I'm tempted to sell my $HIMS to buy $NBIS should I I feel like $NBIS will perform better in the coming years"  
[X Link](https://x.com/babyfolio/status/1969065816134983823)  2025-09-19T15:47Z [----] followers, 59.8K engagements


"@romdoteth I'm holding $HIMS since mid-24' if that counts"  
[X Link](https://x.com/babyfolio/status/1969124263404675565)  2025-09-19T19:39Z [---] followers, [---] engagements


"@Tomer_Danel I like $HIMS it's disrupting a sector worth trillions Founder led company with no debt and high short float I'm sure they will do well"  
[X Link](https://x.com/babyfolio/status/1969159675644916211)  2025-09-19T22:00Z [---] followers, [---] engagements


"@Tomer_Danel I feel like short term $NBIS will do much better than $HIMS but I keep it for a little diversification"  
[X Link](https://x.com/babyfolio/status/1969159893362823443)  2025-09-19T22:01Z [---] followers, [---] engagements


"@turnandburn07 Thanks why $LLY and $NVO I like high growth plays& founder led companies"  
[X Link](https://x.com/babyfolio/status/1969257444703433123)  2025-09-20T04:28Z [---] followers, [---] engagements


"@PoliticialSport $NBIS $IREN $CRWV $CIFR Are the main ones I think"  
[X Link](https://x.com/babyfolio/status/1969281984263328038)  2025-09-20T06:06Z [---] followers, [---] engagements


"Agreed it's just the start and almost all will be winners. My horse is $NBIS and have a little in $IREN too. Buying HPC data center stocks today feels like buying semiconductor stocks a decade ago youre basically front-running the next mega-cycle. The ride wont be straight up but those who stay the course will reap the real rewards. $IREN $CRWV $BITF $NBIS $WYFI $GLXY $CIFR Buying HPC data center stocks today feels like buying semiconductor stocks a decade ago youre basically front-running the next mega-cycle. The ride wont be straight up but those who stay the course will reap the real"  
[X Link](https://x.com/babyfolio/status/1969282884163756171)  2025-09-20T06:10Z [---] followers, [----] engagements


"@TheFiscalSniper Nice holdings Mine are $NBIS $TSLA $HIMS $IREN"  
[X Link](https://x.com/babyfolio/status/1969293161835929616)  2025-09-20T06:50Z [---] followers, [---] engagements


"@LootDropCapital What's the $CRCL thesis"  
[X Link](https://x.com/babyfolio/status/1969303417911730303)  2025-09-20T07:31Z [---] followers, [---] engagements


"@InitialY23 I think $NBIS still has room way to grow especially after $MSFT deal It will get re-rated into the high 100's"  
[X Link](https://x.com/babyfolio/status/1969372380716761481)  2025-09-20T12:05Z [---] followers, [---] engagements


"@Veganhippo21 @aleabitoreddit I think $CRWV is the worst of the ai data center stocks but it's just my view of things"  
[X Link](https://x.com/babyfolio/status/1969390253833093548)  2025-09-20T13:16Z [---] followers, [---] engagements


"@Veganhippo21 @aleabitoreddit @jiahanjimliu Haha I doubt they do honestly"  
[X Link](https://x.com/babyfolio/status/1969412901678076171)  2025-09-20T14:46Z [---] followers, [--] engagements


"@Veganhippo21 @aleabitoreddit @jiahanjimliu $NBIS just did that and barely flinched $IREN can do offering sure but it's good for the business so I'm not worried about it"  
[X Link](https://x.com/babyfolio/status/1969413977244352860)  2025-09-20T14:50Z [---] followers, [---] engagements


"@Drew2Par @InFoTheLongTerm Yeah I do that as well good on you for having the risk tolerance required 😁"  
[X Link](https://x.com/babyfolio/status/1969434471033180238)  2025-09-20T16:12Z [---] followers, [--] engagements


"@theduckhammer It just seems like people ignore the fact they have a deal with $MSFT They look at price on the chart market cap and earnings and make their judgment without further dive into the details"  
[X Link](https://x.com/babyfolio/status/1969462987464364320)  2025-09-20T18:05Z [---] followers, [---] engagements


"@Kajiastic Oh man can't wait for the earnings call I'm sure the stock will run too in anticipation"  
[X Link](https://x.com/babyfolio/status/1969463419498631420)  2025-09-20T18:07Z [----] followers, [---] engagements


"@BagelC47 What is $CRWV valued at I think $NBIS should get at least the same or a little more"  
[X Link](https://x.com/babyfolio/status/1969466859318624414)  2025-09-20T18:21Z [---] followers, [---] engagements


"@grok go over the comments most say sell or keep"  
[X Link](https://x.com/babyfolio/status/1969472653275680882)  2025-09-20T18:44Z [---] followers, [---] engagements


"@closenberger @jiahanjimliu I read everything he posts It's 🔥 Thanks I am holding shares in $IREN Regardless of share price(which is doing awesome) I like the company overall"  
[X Link](https://x.com/babyfolio/status/1969474247664791944)  2025-09-20T18:50Z [---] followers, [--] engagements


"@JayBleezy42069 @philllyfanatic Not going to be that big imo"  
[X Link](https://x.com/babyfolio/status/1969570601095610785)  2025-09-21T01:13Z [----] followers, [--] engagements


"$ORCL signed huge AI compute deals with OpenAI & $META. But Safra Catz says Oracle will stay asset-light. That screams 👉 neocloud partnerships. Who lands it $NBIS $IREN $CRWV My opinion: it will not be just one. Oracle $ORCL and $META are reportedly in talks for a $20 BILLION AI Cloud Computing deal Oracle stock is moving higher in after hours 🟢 https://t.co/5rnrdErOl9 Oracle $ORCL and $META are reportedly in talks for a $20 BILLION AI Cloud Computing deal Oracle stock is moving higher in after hours 🟢 https://t.co/5rnrdErOl9"  
[X Link](https://x.com/babyfolio/status/1969649807196135871)  2025-09-21T06:28Z [----] followers, 11.5K engagements


"@jiahanjimliu @corbtt That's nice for $CRWV Milking a bit more of the current customers if they opt in maybe increasing the margins along the way"  
[X Link](https://x.com/babyfolio/status/1969655582631313660)  2025-09-21T06:50Z [---] followers, [---] engagements


"@philllyfanatic Personally I would sell for $NBIS But if you are convicted on $RKLB I'd do that"  
[X Link](https://x.com/babyfolio/status/1969756907008397517)  2025-09-21T13:33Z [---] followers, [---] engagements


"Boring Sunday Time to flex your $NBIS cost basis (or other positions that you want to flex) My lowest $NBIS entry is 55$ Current average: 81.53$ What's yours"  
[X Link](https://x.com/babyfolio/status/1969767130884083789)  2025-09-21T14:14Z [----] followers, 12.8K engagements


"@turnandburn07 its fine although I'm sure it hurts 😢"  
[X Link](https://x.com/babyfolio/status/1969774889025568952)  2025-09-21T14:45Z [---] followers, [---] engagements


"@AaronFielding_ How is everyone so early on this name"  
[X Link](https://x.com/babyfolio/status/1969775255880163546)  2025-09-21T14:46Z [---] followers, [--] engagements


"@jiahanjimliu @corbtt Yeah but I think those who are the best at what they do will take the most share. I don't like $CRWV that much. Mostly because of the leverage and the mediocrity"  
[X Link](https://x.com/babyfolio/status/1969778108552114473)  2025-09-21T14:57Z [---] followers, [---] engagements


"@jiahanjimliu @corbtt Yeah might be the same story here but I think picking a company that is super good at something for example $IREN power and price $NBIS software They will have the lion's share"  
[X Link](https://x.com/babyfolio/status/1969780323081675072)  2025-09-21T15:06Z [---] followers, [---] engagements


"@EndicottInvests Respect man what are you doing these days"  
[X Link](https://x.com/babyfolio/status/1969783037534609894)  2025-09-21T15:17Z [----] followers, [----] engagements


"@jiahanjimliu @corbtt I agree I like your view you prefer the best risk reward ratio and it makes sense. $IREN fits that perfectly as there is nearly no execution or moat risk with just the infra as long as you have the best pricing for the commodity (aka "compute")"  
[X Link](https://x.com/babyfolio/status/1969786045399994553)  2025-09-21T15:29Z [---] followers, [---] engagements


"@alphacharts365 I think it already expired for $CRWV"  
[X Link](https://x.com/babyfolio/status/1969795396655341642)  2025-09-21T16:06Z [---] followers, [---] engagements


"@stockshop199020 Ballsy planning to add more"  
[X Link](https://x.com/babyfolio/status/1969827225550872974)  2025-09-21T18:13Z [---] followers, [--] engagements


"@accounting_ds For me it rose too quickly"  
[X Link](https://x.com/babyfolio/status/1969828584823955850)  2025-09-21T18:18Z [---] followers, [---] engagements


"@stockshop199020 Only with the view that most companies prefer "ready to deploy" software rather than do everything from scratch(bare metal) But this is just my impression. Why do companies use $DDOG if they can make their own tools Because it makes life easier and the product is much better"  
[X Link](https://x.com/babyfolio/status/1969835362165080491)  2025-09-21T18:45Z [---] followers, [--] engagements


"@zarieinvests Maybe I should keep my $HIMS position then 😂"  
[X Link](https://x.com/babyfolio/status/1969838691234550246)  2025-09-21T18:58Z [---] followers, [---] engagements


"@MajusiMr @SohoNehel Can't wait for the earnings call"  
[X Link](https://x.com/babyfolio/status/1969839131682332846)  2025-09-21T19:00Z [----] followers, [--] engagements


"@SingularityRes I thought $IREN is focusing everything on sheer power. Most of $IREN bulls disregard $NBIS software side saying it's too competitive. If you believe in the software side as well why not enjoy both parties $NBIS for software $IREN for pricing & power"  
[X Link](https://x.com/babyfolio/status/1969843148550488389)  2025-09-21T19:16Z [---] followers, [---] engagements


"@SingularityRes Yeah but I'm guessing this will improve over time it's okay to be mediocre on some parts as long as you have an edge on something else"  
[X Link](https://x.com/babyfolio/status/1969844381256454231)  2025-09-21T19:21Z [---] followers, [--] engagements


"@meeijer So it's basically a smaller $IREN no I wouldn't compare them to $NBIS since $NBIS is focusing on software. Correct me if I'm wrong"  
[X Link](https://x.com/babyfolio/status/1969856573699977299)  2025-09-21T20:09Z [---] followers, [---] engagements


"@meeijer Yeah its still more similar to $IREN you think they can land some big fish contracts too"  
[X Link](https://x.com/babyfolio/status/1969858472771817648)  2025-09-21T20:17Z [---] followers, [---] engagements


"@meeijer You have a position now Or still debating"  
[X Link](https://x.com/babyfolio/status/1969860539066237382)  2025-09-21T20:25Z [---] followers, [--] engagements


"I like the analogy. But I still feel stocks are a better option wouldn't you agree Even if eventually fiat collapses stocks will trade for something whether it's BTC or ETH you get the idea. So for a person like me who's uncomfortable holding crypto directly stocks are the best alternative"  
[X Link](https://x.com/babyfolio/status/1969865018872373314)  2025-09-21T20:43Z [---] followers, [---] engagements


"Got my badge of honor for saying he's a 🤡 because he thought we're chasing $NBIS Don't take it personally it's all for fun ♥"  
[X Link](https://x.com/babyfolio/status/1969866964328939650)  2025-09-21T20:50Z [---] followers, [----] engagements


"$NBIS Above [---] Is this the last time we see double digit"  
[X Link](https://x.com/babyfolio/status/1969916945513205804)  2025-09-22T00:09Z [----] followers, [----] engagements


"@WallStBlend You're on point $NBIS is the superior investment. $CRWV is master of nothing while $NBIS has the software $IREN the power and efficiency. Besides being early they have nothing left"  
[X Link](https://x.com/babyfolio/status/1969919373004681542)  2025-09-22T00:19Z [---] followers, [----] engagements


"@rubicon59 $ORCL wants to remain asset-light because its core value is in software. not in owning data centers. Every dollar they put into hardware lowers margins compared to SaaS revenue. Neoclouds are asset plays by design yes they are lower margin but they make it work"  
[X Link](https://x.com/babyfolio/status/1969921962190270841)  2025-09-22T00:29Z [---] followers, [---] engagements


"@EndicottInvests [---] was the post $MSFT high we must conquer that"  
[X Link](https://x.com/babyfolio/status/1969926275017097491)  2025-09-22T00:46Z [---] followers, [---] engagements


"Thats 10x current demand but it might get cheaper due to models being more efficient. so not 10x revenue but still great $NBIS $IREN I saw an estimate that suggested inference growth from [----] to [----] would be about 10x from [--] trillion tokens to [---] trillion tokens. Most people arent bullish enough on AI. The infra boom has plenty of room to run 🚀 Compute: $AVGO $NVDA $AMD $ARM Networking: $ALAB AVGO I saw an estimate that suggested inference growth from [----] to [----] would be about 10x from [--] trillion tokens to [---] trillion tokens. Most people arent bullish enough on AI. The infra boom has"  
[X Link](https://x.com/babyfolio/status/1969929930533400786)  2025-09-22T01:01Z [---] followers, [----] engagements


"@DataAvenger @elonmusk 🤣 Except last time they were together Tesla had their worst time Let Elon cook alone"  
[X Link](https://x.com/babyfolio/status/1969937045591330959)  2025-09-22T01:29Z [---] followers, [--] engagements


"@WSM_97 @WallStBlend Yeah $CRWV crazy interest rates on their debt"  
[X Link](https://x.com/babyfolio/status/1969967505264324974)  2025-09-22T03:30Z [---] followers, [---] engagements


"@serialinvesting Wow"  
[X Link](https://x.com/babyfolio/status/1969981120260329615)  2025-09-22T04:24Z [---] followers, [--] engagements


"@serialinvesting I'm there too holding $IREN since 25$😳"  
[X Link](https://x.com/babyfolio/status/1969983910109970860)  2025-09-22T04:35Z [---] followers, [---] engagements


"Congrats $NBIS and $IREN shareholders on all time high. May we continue soar for the coming years"  
[X Link](https://x.com/babyfolio/status/1970120430682873879)  2025-09-22T13:38Z [---] followers, [----] engagements


"@CYBRMT Lmao I just made a post asking if I should sell $HIMS for $NBIS didn't pull the trigger 😭"  
[X Link](https://x.com/babyfolio/status/1970223765398397141)  2025-09-22T20:28Z [---] followers, [---] engagements


"@rickybruno40 So cute haha"  
[X Link](https://x.com/babyfolio/status/1970226842419503372)  2025-09-22T20:40Z [---] followers, [---] engagements


"@EndicottInvests Well done wish I pulled the trigger on my $HIMS I'm sure it'll be the same"  
[X Link](https://x.com/babyfolio/status/1970330804032082292)  2025-09-23T03:34Z [---] followers, [---] engagements


"My guess: $NBIS will run to around 150$ pre-earnings with big expectations From there It depends on guidance and clarity on $MSFT deal. Think it's delusional"  
[X Link](https://x.com/babyfolio/status/1970331636681347150)  2025-09-23T03:37Z [----] followers, [----] engagements


"$IREN will sign a deal soon. It's not an if it's a when. The demand is so big all the players will benefit and eventually capture something"  
[X Link](https://x.com/babyfolio/status/1970332468948422857)  2025-09-23T03:40Z [---] followers, [----] engagements


"@CYBRMT @Tiger_Strat Haha you wanted that round number I'm on [----] shares 🤣"  
[X Link](https://x.com/babyfolio/status/1970337944012804113)  2025-09-23T04:02Z [---] followers, [--] engagements


"@DollarCostAvg @seafullofsharks $NBIS is also $NVDA partner 🤔"  
[X Link](https://x.com/babyfolio/status/1970339060251078963)  2025-09-23T04:06Z [---] followers, [---] engagements


"@wemillionaire What's the thesis"  
[X Link](https://x.com/babyfolio/status/1970397145544225181)  2025-09-23T07:57Z [---] followers, [---] engagements


"@wemillionaire Cool thanks Will look into it"  
[X Link](https://x.com/babyfolio/status/1970398955621044626)  2025-09-23T08:04Z [---] followers, [--] engagements


"Why I'm still buying $NBIS at 110$ - $MSFT deal is not fully priced in - Current valuation(26b$) gets you the subsidiaries for free - More incoming deals hinted by CEO - More location expansions to be revealed - Q3 call will give info on $MSFT deal Price should be 140-160 NOW"  
[X Link](https://x.com/babyfolio/status/1970426883482492944)  2025-09-23T09:55Z [----] followers, 18K engagements


"@highnihilism $NBIS isn't microcap and isn't biotech 🤔"  
[X Link](https://x.com/babyfolio/status/1970442033254064403)  2025-09-23T10:56Z [---] followers, [---] engagements


"Is AI a bubble In my opinion it will be a bubble but it's not yet. $NBIS $IREN $CRWV $CIFR IT'S A BUBBLE Not yet NOPE IT'S A BUBBLE Not yet NOPE"  
[X Link](https://x.com/babyfolio/status/1970709391474336139)  2025-09-24T04:38Z [----] followers, [----] engagements

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