[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

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

Babyfolio posts on X about $nbis, $iren, ai, $cifr the most. They currently have XXXXX followers and 1223 posts still getting attention that total XXXXXX engagements in the last XX hours.

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

- X Week XXXXXXX -XX%
- X Month XXXXXXXXX -XX%
- X Months XXXXXXXXX +80%
- X Year XXXXXXXXX +40,235%

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

- X Month XXX +10%
- X Months XXXXX +18,571%
- X Year XXXXX +21,683%

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

- X Week XXXXX +1.90%
- X Month XXXXX +29%

### CreatorRank: XXXXXXX [#](/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)  [finance](/list/finance)  [technology brands](/list/technology-brands)  [automotive brands](/list/automotive-brands)  [cryptocurrencies](/list/cryptocurrencies) 

**Social topic influence**
[$nbis](/topic/$nbis) #8, [$iren](/topic/$iren) #25, [ai](/topic/ai), [$cifr](/topic/$cifr) #92, [business](/topic/business) #1913, [$krknf](/topic/$krknf) #6, [stocks](/topic/stocks), [$tsla](/topic/$tsla) #753, [all in](/topic/all-in) #439, [$crwv](/topic/$crwv) #32

**Top accounts mentioned or mentioned by**
[@accountingds](/creator/undefined) [@mktmavpro](/creator/undefined) [@danielkoss](/creator/undefined) [@aleabitoreddit](/creator/undefined) [@jiahanjimliu](/creator/undefined) [@genzinvest0r](/creator/undefined) [@ronenhayempour](/creator/undefined) [@meeijer](/creator/undefined) [@yodastockinvest](/creator/undefined) [@mvcinvesting](/creator/undefined) [@grok](/creator/undefined) [@bagelc47](/creator/undefined) [@deepvaluebagger](/creator/undefined) [@aktiehedonist](/creator/undefined) [@wealthyreadings](/creator/undefined) [@kaizeninvestor](/creator/undefined) [@fedex774](/creator/undefined) [@danielisdizzy](/creator/undefined) [@mbhogan](/creator/undefined) [@moninvestor](/creator/undefined)

**Top assets mentioned**
[Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [IREN Limited (IREN)](/topic/$iren) [Cipher Mining Inc. Common Stock (CIFR)](/topic/$cifr) [Tesla, Inc. (TSLA)](/topic/$tsla) [CoreWeave, Inc. (CRWV)](/topic/$crwv) [Microsoft Corp. (MSFT)](/topic/$msft) [Metadium (META)](/topic/$meta) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Uber Technologies, Inc. (UBER)](/topic/$uber) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Cloudflare, Inc. (NET)](/topic/cloudflare) [Shopify Inc (SHOP)](/topic/$shop) [Exxon Mobil (XOM)](/topic/exxon-mobil) [SPDR S&P XXX ETF Trust (SPY)](/topic/$spy) [Apple, Inc. (AAPL)](/topic/$aapl) [UiPath, Inc. (PATH)](/topic/$path) [ZetaChain (ZETA)](/topic/$zeta) [Advanced Micro Devices (AMD)](/topic/$amd) [Peloton Interactive, Inc. Class A Common Stock (PTON)](/topic/$pton) [Lemonade, Inc. (LMND)](/topic/$lmnd) [Sea Limited (SE)](/topic/$se) [Oklo Inc. (OKLO)](/topic/$oklo) [Oracle Corporation (ORCL)](/topic/$orcl) [Bitcoin (BTC)](/topic/$btc)
### Top Social Posts
Top posts by engagements in the last XX hours

"Brutal sell-off in $NBIS and the rest of the market what's the macro issue that caused it"  
[X Link](https://x.com/babyfolio/status/1989047355325444422)  2025-11-13T19:06Z 4923 followers, 54.2K engagements


"What's your cost basis on $NBIS I'll start with mine: $XXX First entries were $50-70"  
[X Link](https://x.com/babyfolio/status/1996632845696246218)  2025-12-04T17:29Z 4921 followers, 36.2K engagements


"If youre checking a stock every day and feeling stressed. that's telling you youre overexposed. Position sizing is a mental game. A good rule of thumb: If a stock can drop hard and you still feel calm your sizing is right. How do you decide your position size"  
[X Link](https://x.com/babyfolio/status/1997912957687144501)  2025-12-08T06:15Z 4922 followers, 6269 engagements


"$CRWV continues to accumulate trash level debts at record phase"  
[X Link](https://x.com/babyfolio/status/1998007849511739612)  2025-12-08T12:32Z 4922 followers, 11.3K engagements


"$89 $NBIS - $22.5B Market cap. What we know: $XXXX $MSFT deal $3B $META deal Portfolio of excellent growing customers (Cursor Shopify Cloudflare and more) Portfolio of excellent startup companies (ClickHouse Avride Toloka and TripleTen) Why are you worried about a gap"  
[X Link](https://x.com/babyfolio/status/1991022597694456139)  2025-11-19T05:55Z 4898 followers, 9424 engagements


"A lot of bears on AI infra just what we need for the next leg up. $NBIS $IREN $CIFR"  
[X Link](https://x.com/babyfolio/status/1994995292844794152)  2025-11-30T05:01Z 4898 followers, 6401 engagements


"Ignore the FUD AI is inevitable. $NBIS $IREN"  
[X Link](https://x.com/babyfolio/status/1996224924801765626)  2025-12-03T14:28Z 4899 followers, 9063 engagements


"@accounting_ds @WheelieInvestor Maybe the kids will cult this up"  
[X Link](https://x.com/babyfolio/status/1997390900876767312)  2025-12-06T19:41Z 4899 followers, XX engagements


"@Wbinvests @amitisinvesting @iamtomnash @pepemoonboy @accounting_ds @FunOfInvesting Wow thanks for putting me here appreciate it 🙏"  
[X Link](https://x.com/babyfolio/status/1997411870190272683)  2025-12-06T21:04Z 4898 followers, XXX engagements


"Don't FOMO because other companies shoot up. Know what you own. Yes $NBIS and $IREN didn't rally like the rest. But soon they will rally more than the others"  
[X Link](https://x.com/babyfolio/status/1994640027067060449)  2025-11-29T05:30Z 4908 followers, 12.2K engagements


"@MisterInversor @HyperTechInvest I'll quote Marc $NBIS CRO: "we're not in the data center business we just happen to do it. We are a full stack cloud of provider " So let's compare ExxonMobil to Tesla because they're both related to energy right"  
[X Link](https://x.com/babyfolio/status/1994819618138198195)  2025-11-29T17:23Z 4906 followers, XXX engagements


"Overnight session: $NBIS $XXXX -XXX% 🔴 $IREN $XXXXX -X% 🔴 $CIFR $XXXXX -XXXX% 🔴 INDICES: $SPY - XXXX% 🔴 $QQQ - XXXX% 🔴 So what's the news today"  
[X Link](https://x.com/babyfolio/status/1995360628609851503)  2025-12-01T05:13Z 4905 followers, 42.6K engagements


"Some people in my comments say $NBIS at current price has X years of perfect execution priced in. Curious to know do you guys $NBIS is cheap or overvalued / priced to perfection"  
[X Link](https://x.com/babyfolio/status/1995916226141302914)  2025-12-02T18:01Z 4901 followers, 11.1K engagements


"1 Red day and my comments are filled with $NBIS bears 😂🤣"  
[X Link](https://x.com/babyfolio/status/1996980279940943966)  2025-12-05T16:29Z 4906 followers, 9153 engagements


"@YuxianShii Depends some news have real merit need to differentiate the FUD from real"  
[X Link](https://x.com/babyfolio/status/1997366401925816658)  2025-12-06T18:03Z 4904 followers, XX engagements


"Portfolio allocation update: XX% $NBIS XX% $IREN X% $KRKNF Yesterday I converted XX% of my $NBIS shares to leaps (120$ Dec26) What's your portfolio looking like"  
[X Link](https://x.com/babyfolio/status/1989749321533641164)  2025-11-15T17:36Z 4907 followers, 26K engagements


"I started investing in 2017 with the usual "safe stocks" $AAPL $MSFT $GOOG. While being in them it was fine. In 2018 I started building criteria to increase your "win rate" What are things that add to your win rate Founder led with skin in the game High revenue growth Sector growing XX% CAGR (Huge tailwind) This was my initial check boxes So the first sector that came to mind for me was renewable energy. Thats how I picked $TSLA me and my wife at the time(I was XX years old) started DCAing every bit of salary into $TSLA from 2018-2020 and it was XX% of my portfolio till 2022 I also had some"  
[X Link](https://x.com/babyfolio/status/1995268300507349235)  2025-11-30T23:06Z 4906 followers, XXX engagements


"What pair are you betting on for the next X years and why Infrastructure: $NBIS / $IREN AI Application Layer: $ZETA / $PATH Megacaps: $META / $GOOG Chips: $NVDA / $AMD Ridehailing & Robotics: $TSLA / $UBER Drop your pick below"  
[X Link](https://x.com/babyfolio/status/1995400864299921708)  2025-12-01T07:53Z 4908 followers, 7061 engagements


"Definitely agreed concentration is key. For me it's $NBIS which is it for you"  
[X Link](https://x.com/babyfolio/status/1996914844403167691)  2025-12-05T12:09Z 4907 followers, 15.8K engagements


"@LulamaVunene @Leo_Traydes Was all in $TSLA And inbetween had some winners in $SE $NET $PTON $LMND"  
[X Link](https://x.com/babyfolio/status/1997584299265085759)  2025-12-07T08:29Z 4920 followers, XXX engagements


"@DeepValueBagger What tools are you building Curious to know"  
[X Link](https://x.com/babyfolio/status/1998459775617839508)  2025-12-09T18:28Z 4922 followers, XXX engagements


"$NBIS is currently at a point where the company price action doesn't reflect the underlying business. This means the risk reward is way of the charts. When this trades at $200+ don't call me lucky. When do you think $NBIS will get re-rated"  
[X Link](https://x.com/babyfolio/status/1998637499283849527)  2025-12-10T06:14Z 4922 followers, 15.9K engagements


"@DanielWhitmore_ I think earnings will be the only factor now"  
[X Link](https://x.com/babyfolio/status/1998756895721394261)  2025-12-10T14:09Z 4922 followers, XXX engagements


"Prediction: $NBIS will be 300$ by end of 2026 Bookmark this and check back later. I might actually all in this"  
[X Link](https://x.com/babyfolio/status/1966971894193959352)  2025-09-13T21:06Z 4919 followers, 208.8K engagements


"Why $NBIS is a powerhouse and will overtake $CRWV very soon"  
[X Link](https://x.com/babyfolio/status/1995042129513730311)  2025-11-30T08:08Z 4919 followers, 11.5K engagements


"Do you guys think $IREN stock is being manipulated"  
[X Link](https://x.com/babyfolio/status/1995758081070731657)  2025-12-02T07:33Z 4916 followers, 33.4K engagements


"$NBIS is holding XX% of the gem called ClickHouse. Imagine how much they'll be worth on IPO. In my opinion - ClickHouse will IPO $15B valuation"  
[X Link](https://x.com/babyfolio/status/1995840474339488169)  2025-12-02T13:00Z 4912 followers, 22.3K engagements


"Well done by $KRKNF $PNG.V team 👏 more to come"  
[X Link](https://x.com/babyfolio/status/1995920053200400613)  2025-12-02T18:16Z 4919 followers, 3491 engagements


"@Docofgothm @pepemoonboy Still feel they're more mispriced than $IREN Don't forget about the subsidiaries. Without them $NBIS is around 14-19B depending on what value you attach them with"  
[X Link](https://x.com/babyfolio/status/1996203824479187210)  2025-12-03T13:04Z 4920 followers, XXX engagements


"$UBER announces self driving cars(powered by $NBIS Avride) in Dallas $UBER +4% 🟢 $NBIS -XXX% 🔴 😂🤡"  
[X Link](https://x.com/babyfolio/status/1996265118682710407)  2025-12-03T17:07Z 4914 followers, 11.8K engagements


"$OKLO up XX% on 2045 site $NBIS guided for $7B-$9B ARR in 2026 and is down around XX% from that announcement. Cool"  
[X Link](https://x.com/babyfolio/status/1997027242539421958)  2025-12-05T19:36Z 4920 followers, 10.9K engagements


"@jiahanjimliu Why did you decide not to invest in $NBIS Personally never thought you hated $NBIS"  
[X Link](https://x.com/babyfolio/status/1997529953617788937)  2025-12-07T04:53Z 4912 followers, XXX engagements


"When did you all start your investing journey My journey started in 2017 still lived with my parents and poured everything I made from salaries (very low salary at the time) into the market. Biggest winner in % and total value $TSLA from 2018-2025 Biggest loser in % $NVDA in 2017 (really 😂) Biggest loser in total value $TSLL in 2025 with leverage since then - no more leverage. My top stocks for the next 2-3 years: $NBIS and $IREN. What's your story"  
[X Link](https://x.com/babyfolio/status/1997549271789207936)  2025-12-07T06:10Z 4922 followers, 7534 engagements


"Feeling like my feed is an AI echo chamber. I'm not getting the real vibe on the sector and stocks like $NBIS $IREN $ORCL and OpenAI. Outside of My circle IRL is clueless no one talks stocks so Im crowdsourcing to you all 🙏 Is the general sentiment - an AI bubble"  
[X Link](https://x.com/babyfolio/status/1997718022199427120)  2025-12-07T17:21Z 4922 followers, 2107 engagements


"@Asmallfish5 It should it'd be good for the sector"  
[X Link](https://x.com/babyfolio/status/1998273375563637100)  2025-12-09T06:07Z 4913 followers, XX engagements


"@genZinvest0r @mvcinvesting @daniel_koss @accounting_ds @DanInvestings @MktMavPro @MB_Hogan @meeijer @detroitthechamp @TopTechStocksUS @HyperAICapital @RJCcapital @InvestingVisual @FunOfInvesting Massive update wow"  
[X Link](https://x.com/babyfolio/status/1998352977078239472)  2025-12-09T11:24Z 4915 followers, XXX engagements


"I'm not him but I think they're both important. CCs are much less riskier inherently(you only lose upside potentially) and you can be X cash for it. CSPs force you to be in cash which can't be used till the option expires - here you lose buying power and can potentially lose upside too"  
[X Link](https://x.com/babyfolio/status/1998478930995449931)  2025-12-09T19:44Z 4919 followers, XXX engagements


"@accounting_ds @pepemoonboy You can start with whatever the amounts just won't be that meaningful but it will get your hands dirty early which is good"  
[X Link](https://x.com/babyfolio/status/1998481614477689069)  2025-12-09T19:55Z 4916 followers, XX engagements


"$IREN dilution is expected. expect more dilutions from $NBIS $CIFR and all your favorite GPU buyers. The question you need to ask yourselves - is the ROI on that dilution going to justify it if the answer is yes then there's no problem"  
[X Link](https://x.com/babyfolio/status/1995730275301560426)  2025-12-02T05:42Z 4920 followers, 41.6K engagements


"$BTC is basically manipulating $IREN and $CIFR until AI revenue becomes the main story. If we get a sharp BTC decline I'm calling it an irrational dip. This is exactly where you'd want to be loading massively"  
[X Link](https://x.com/babyfolio/status/1998056025430106518)  2025-12-08T15:44Z 4920 followers, 3359 engagements


"What other sectors are you guys invested in outside of AI and energy Or are you all in AI and energy Outside of $NBIS and $IREN I have X% in $KRKNF which is a battery supplier to Anduril(most of the thesis)"  
[X Link](https://x.com/babyfolio/status/1998760623631462774)  2025-12-10T14:24Z 4922 followers, 5803 engagements