[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.] #  @mvcinvesting M. V. Cunha M. V. Cunha posts on X about $nbis, $rklb, stocks, investment the most. They currently have XXXXXX followers and 1759 posts still getting attention that total XXXXXXX engagements in the last XX hours. ### Engagements: XXXXXXX [#](/creator/twitter::1285902652111499265/interactions)  - X Week XXXXXXXXX -XXXX% - X Month XXXXXXXXX +39% - X Months XXXXXXXXXX +67% - X Year XXXXXXXXXX +57,625% ### Mentions: XX [#](/creator/twitter::1285902652111499265/posts_active)  - X Week XXX -XX% - X Month XXX +48% - X Months XXX +15% - X Year XXXXX +8,490% ### Followers: XXXXXX [#](/creator/twitter::1285902652111499265/followers)  - X Week XXXXXX +1.90% - X Month XXXXXX +9.10% - X Months XXXXXX +111% - X Year XXXXXX +4,673% ### CreatorRank: XXXXXXX [#](/creator/twitter::1285902652111499265/influencer_rank)  ### Social Influence [#](/creator/twitter::1285902652111499265/influence) --- **Social category influence** [finance](/list/finance) [stocks](/list/stocks) #2122 [countries](/list/countries) [technology brands](/list/technology-brands) [cryptocurrencies](/list/cryptocurrencies) [luxury brands](/list/luxury-brands) [automotive brands](/list/automotive-brands) [celebrities](/list/celebrities) [social networks](/list/social-networks) [fashion brands](/list/fashion-brands) **Social topic influence** [$nbis](/topic/$nbis) #2, [$rklb](/topic/$rklb) #10, [stocks](/topic/stocks) #2473, [investment](/topic/investment) #1767, [market cap](/topic/market-cap), [clickhouse](/topic/clickhouse), [$crwv](/topic/$crwv) #3, [$pgy](/topic/$pgy) #3, [deep dive](/topic/deep-dive), [$dlo](/topic/$dlo) **Top assets mentioned** [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [CoreWeave, Inc. (CRWV)](/topic/$crwv) [Pagaya Technologies Ltd. Class A Ordinary Shares (PGY)](/topic/$pgy) [DLocal Limited Class A Common Shares (DLO)](/topic/$dlo) [Iris Energy Limited Ordinary Shares (IREN)](/topic/$iren) [Shopify Inc (SHOP)](/topic/$shop) [Hundred Million (100M)](/topic/$100m) [Goldman Sachs (GS)](/topic/goldman-sachs) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [NuCypher (NU)](/topic/$nu) [MercadoLibre Inc (MELI)](/topic/$meli) [IHS Holding Limited (IHS)](/topic/$ihs) [Core Scientific, Inc. Common Stock (CORZ)](/topic/$corz) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [America Party (AP)](/topic/america-party) [Bitcoin (BTC)](/topic/bitcoin) [Microsoft Corp. (MSFT)](/topic/microsoft) [ServiceNow Inc (NOW)](/topic/servicenow) [Spotify Technology (SPOT)](/topic/$spot) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [American Express Company (AXP)](/topic/$axp) [Mastercard, Inc. (MA)](/topic/$ma) [Ferrari N.V. (RACE)](/topic/$race) [Costco Hot Dog (COST)](/topic/$cost) [Limitus (LMT)](/topic/$lmt) [Alvotech Ordinary Shares (ALVO)](/topic/$alvo) [American Tower Corp (AMT)](/topic/$amt) [Crown Castle Inc (CCI)](/topic/$cci) [BBB Foods Inc. (TBBB)](/topic/$tbbb) [Dream Finders Homes, Inc. Class A Common Stock (DFH)](/topic/$dfh) ### Top Social Posts [#](/creator/twitter::1285902652111499265/posts) --- Top posts by engagements in the last XX hours "JUST IN: $DLO is now a Direct Participant of Pix Brazils instant payment system operated by the Banco Central do Brasil ๐ฅ Direct participation means even more autonomy and flexibility to co-create payment experiences tailored to the needs of global enterprises while staying fully aligned with Brazils evolving payment infrastructure. Great news"  [@mvcinvesting](/creator/x/mvcinvesting) on [X](/post/tweet/1943710520957174045) 2025-07-11 16:34:35 UTC 46.7K followers, 17.1K engagements "Two Avride self-driving cars spotted in Austin Texas. The company has been quietly testing its AVs for some time and aims to deploy XXX robotaxis later this year. $NBIS owns XXX% of Avride"  [@mvcinvesting](/creator/x/mvcinvesting) on [X](/post/tweet/1942265350889914679) 2025-07-07 16:51:59 UTC 46.7K followers, 76.3K engagements "$NBIS is a $60+ stock by the end of the year IMO. Thanks DeepSeek that was one of the easiest 'buy the dips' of my entire life. This is just the beginning"  [@mvcinvesting](/creator/x/mvcinvesting) on [X](/post/tweet/1887885517200507319) 2025-02-07 15:25:57 UTC 46.7K followers, 51.6K engagements "I'm a highly concentrated investor and many of you have been asking me to share some names from my watchlist. Here are X stocks with market caps under $5B that have strong potential to deliver solid returns in the coming years: ๐งต๐๐ป 1) $IREN Ive always been somewhat skeptical about $IREN mainly because I initially viewed it purely as a Bitcoin mining company. Even after learning about their growing AI segment I struggled to see how they could realistically compete in the AI cloud market. But it turns out thats not the point. The investment thesis is actually quite straightforward: $IREN is"  [@mvcinvesting](/creator/x/mvcinvesting) on [X](/post/tweet/1940458116308451614) 2025-07-02 17:10:41 UTC 46.7K followers, 241K engagements "Besides OpenAI Anthropic is also using ClickHouse to scale observability for the AI era. ๐ Remember: $NBIS owns a XX% stake in ClickHouse. ClickHouse recently revealed that Anthropic is leveraging its solution to handle observability at AI scale replacing legacy tools that couldnt keep up with the volume latency or cost efficiency required for Claude and its expanding enterprise footprint. Were talking billions of log entries per day ultra-fast queries and sub-second responsiveness all in real time. ClickHouse isnt just fast. Its battle-tested open-source cloud-native and purpose-built for"  [@mvcinvesting](/creator/x/mvcinvesting) on [X](/post/tweet/1942336758781296692) 2025-07-07 21:35:44 UTC 46.7K followers, 22.4K engagements "3) $OPRA $OPRA is a very profitable fast-growing software company best known for its browsers including Opera One Opera Mini and Opera GX which together serve 293M monthly active users across desktop and mobile platforms. Initially recognized for its strong presence in emerging markets $OPRA is now shifting focus to high-ARPU users in Western markets where MAUs have grown XX% over the past four years. This shift has led to a 3.6x ARPU increase demonstrating Operas ability to improve monetization at scale. The company stands out for its history of innovation being the first to introduce key"  [@mvcinvesting](/creator/x/mvcinvesting) on [X](/post/tweet/1940458123258429901) 2025-07-02 17:10:43 UTC 46.7K followers, 21.7K engagements "VERY interesting news. Shopify is partnering with $NBIS to access large-scale training clusters as it ramps up investment in GenAI tools across its platform. ๐ In a recent blog post Shopify outlined its evolving infrastructure strategy to support internal AI/ML efforts. Alongside GCP its primary infrastructure provider Shopify is engaging with neo-cloud providers like $NBIS to access cutting-edge GPU hardware and enable large-scale model training. What makes this especially noteworthy: CentML recently acquired by NVIDIA is one of Shopifys key GPU optimization partners. Importantly CentML is"  [@mvcinvesting](/creator/x/mvcinvesting) on [X](/post/tweet/1942958640652038380) 2025-07-09 14:46:53 UTC 46.7K followers, 69.3K engagements "@Couch_Investor Yes they have an impressive list of names on their website including Meta Microsoft ServiceNow HubSpot Spotify and many more. I cant wait for the day they IPO"  [@mvcinvesting](/creator/x/mvcinvesting) on [X](/post/tweet/1943351521225142486) 2025-07-10 16:48:03 UTC 46.7K followers, 2071 engagements "Many people unfamiliar with the sector misunderstood this post so heres a quick clarification: I only compared $NBIS to hyperscalers and CoreWeave because other providers simply arent in the same league when it comes to performance and reliability. This isnt about being the lowest-cost provider thankfully this isnt a commoditized market (at least for now). While cheaper options exist that doesnt tell the full story. What sets $NBIS apart is delivering the best performance per dollar by combining competitive pricing with a high-quality reliable full-stack cloud experience. Its not just"  [@mvcinvesting](/creator/x/mvcinvesting) on [X](/post/tweet/1944439061902434740) 2025-07-13 16:49:32 UTC 46.7K followers, 35.6K engagements "Please share ideas for new stocks to research. Preferably: Market cap: $100M$5B Share price: $X Founder-led with skin in the game Underfollowed Consistently growing No need for capital raises soon FCF+ or near breakeven What are you buying ๐๐ป๐"  [@mvcinvesting](/creator/x/mvcinvesting) on [X](/post/tweet/1870858674845229436) 2024-12-22 15:47:21 UTC 46.7K followers, 234.3K engagements "Exactly one month after I published my article outlining the key upcoming catalysts for $NBIS one of them has started to materialize. Today's coverage from Goldman Sachs is more than just a rating its likely the beginning of a broader wave of institutional awareness. As I said: Sell-side coverage is often the first domino that triggers institutional inflows. Lets see which firm follows next"  [@mvcinvesting](/creator/x/mvcinvesting) on [X](/post/tweet/1944725855025971474) 2025-07-14 11:49:09 UTC 46.7K followers, 32.7K engagements "What was supposed to be a bloody Monday turned out to be one of the best days ever for my portfolio. The main contributors were my two largest positions: $NBIS +17.3% $RKLB +10.7% Grateful"  [@mvcinvesting](/creator/x/mvcinvesting) on [X](/post/tweet/1944850842420670602) 2025-07-14 20:05:49 UTC 46.7K followers, 46.9K engagements "Just XXX days after launching my newsletter weve hit an incredible milestone: 5000 subscribers. โ Thank you all from the bottom of my heart"  [@mvcinvesting](/creator/x/mvcinvesting) on [X](/post/tweet/1943053268357386419) 2025-07-09 21:02:54 UTC 46.7K followers, 20.1K engagements "Just before the 4th of July weekend I asked for stock ideas to explore over the break. Out of 200+ suggestions many of which I already knew $PGY caught my attention. Yesterday I published an 8000+ words Deep Dive on the company. You can find it in the usual place"  [@mvcinvesting](/creator/x/mvcinvesting) on [X](/post/tweet/1945120835569635485) 2025-07-15 13:58:40 UTC 46.7K followers, 25.3K engagements "Not saying $NBIS is reading my posts but the timing is interesting. The blog post went live five days ago but they only shared it publicly right after I posted about it. ๐ง"  [@mvcinvesting](/creator/x/mvcinvesting) on [X](/post/tweet/1942969519724490765) 2025-07-09 15:30:06 UTC 46.7K followers, 27K engagements "If you follow my work you know I place a lot of weight on who's leading the companies I invest in. For $RKLB its Founder and CEO Peter Beck was a key reason I decided to back this space innovator. Heres a thread on why I see him as the best leader in the sector: ๐งต๐๐ป"  [@mvcinvesting](/creator/x/mvcinvesting) on [X](/post/tweet/1942921331407831344) 2025-07-09 12:18:37 UTC 46.7K followers, 66.1K engagements "While I'm an investor focused on micro/small caps I love to follow and study the best companies in the world. Here are XX businesses I believe have incredibly strong moats ๐๐ป๐ $AMZN $AXP $MA $RACE $ASML $MSFT $MC.PA $COST $V $LMT $NU $MELI $RMS.PA $OR.PA What else"  [@mvcinvesting](/creator/x/mvcinvesting) on [X](/post/tweet/1831356942066794711) 2024-09-04 15:41:34 UTC 46.7K followers, 4091 engagements "I'm almost done with my Deep Dive on $PGY. Subscribe to the newsletter via the link in my bio to get it firsthand"  [@mvcinvesting](/creator/x/mvcinvesting) on [X](/post/tweet/1944803113145131186) 2025-07-14 16:56:09 UTC 46.7K followers, 19.7K engagements "$PGY looks very interesting. Is anyone here following this name"  [@mvcinvesting](/creator/x/mvcinvesting) on [X](/post/tweet/1941938958461469010) 2025-07-06 19:15:01 UTC 46.7K followers, 76.4K engagements "I just published my Deep Dive on $CLPT. ๐ Looking forward to hearing your thoughts Hope you all have a great weekend"  [@mvcinvesting](/creator/x/mvcinvesting) on [X](/post/tweet/1931060309336248341) 2025-06-06 18:47:09 UTC 46.7K followers, 101K engagements "I didn't get the chance to listen to all the earnings calls I intended to this week. Here are a few I plan to catch up on: IHS $IHS Alvotech $ALVO Despegar $DESP Dlocal $DLO $NU was incredible as always"  [@mvcinvesting](/creator/x/mvcinvesting) on [X](/post/tweet/1824527727208112424) 2024-08-16 19:24:42 UTC 46.7K followers, 2326 engagements "@AlvaroMysterio Actually even lower. XX% less than AWS XX% less than GCP and about XX% less than CoreWeave"  [@mvcinvesting](/creator/x/mvcinvesting) on [X](/post/tweet/1944399406729404643) 2025-07-13 14:11:58 UTC 46.7K followers, 3234 engagements "@Agrippa_Inv When did I ever say that $NBIS or any other GPU cloud provider had pricing power You act like youre so smart but you have to make things up just to sound credible. Get a life and stick to what you actually understand"  [@mvcinvesting](/creator/x/mvcinvesting) on [X](/post/tweet/1944421700268867701) 2025-07-13 15:40:33 UTC 46.7K followers, 4389 engagements "7. $IHS $IHS provides mission-critical communications infrastructure helping to facilitate mobile coverage across XX markets with a combined population of 780M people. The company primarily focuses on owning and operating telecom towers similar to $AMT and $CCI but with a unique emphasis on emerging markets particularly in Africa. Nigeria is its largest market but its also expanding in Brazil. Despite strong operational execution including expanding its tower portfolio and penetrating key markets $IHS has faced a sharp decline in its stock price over the past few years mainly due to exposure"  [@mvcinvesting](/creator/x/mvcinvesting) on [X](/post/tweet/1875948090781253950) 2025-01-05 16:50:52 UTC 46.6K followers, 9679 engagements "Yesterday someone asked Jim Cramer what he thinks about $NBIS. He said: "Just buy CoreWeave and don't deviate." Bullish. ๐"  [@mvcinvesting](/creator/x/mvcinvesting) on [X](/post/tweet/1945484380597535188) 2025-07-16 14:03:16 UTC 46.7K followers, 49.3K engagements "I still cant believe we were buying $RKLB at a $2B valuation less than a year ago"  [@mvcinvesting](/creator/x/mvcinvesting) on [X](/post/tweet/1942193676517581291) 2025-07-07 12:07:11 UTC 46.7K followers, 44.8K engagements "$NBIS just closed above $55/share for the first time ever. ๐ฅ My thesis is still far from fully playing out. IMO this is just the beginning"  [@mvcinvesting](/creator/x/mvcinvesting) on [X](/post/tweet/1939776425478721572) 2025-06-30 20:01:53 UTC 46.7K followers, 57.9K engagements "If $CRWV is acquiring $CORZ at a "$20.40/share" valuation why is the stock down almost XX% A lot of people seem confused about this so heres the explanation: The $XXXXX is a notional value. The deal has already fixed each $CORZ share at XXXXXX shares of $CRWV. This means the actual value of the deal will be determined by $CRWV's stock price when the acquisition closes in Q4. Essentially $CORZ shareholders are worried that $CRWV's stock price could fall significantly before the deal is finalized. IMO this makes perfect sense. With the IPO lock-up period ending at the end of Q3 the risk is very"  [@mvcinvesting](/creator/x/mvcinvesting) on [X](/post/tweet/1942210613905686989) 2025-07-07 13:14:29 UTC 46.6K followers, 46.9K engagements "@danielkoss_ Ive been ignoring them and will continue to do so I just dont want any $NBIS shareholders to be misled. And Im not even bearish on $IREN theyre very different companies"  [@mvcinvesting](/creator/x/mvcinvesting) on [X](/post/tweet/1944363112267669787) 2025-07-13 11:47:45 UTC 46.7K followers, 1391 engagements "@Courage_wins Mr. Market rarely offers generational opportunities yet on X there seems to be a new one every two weeks"  [@mvcinvesting](/creator/x/mvcinvesting) on [X](/post/tweet/1944048901360697349) 2025-07-12 14:59:11 UTC 46.7K followers, 9300 engagements "The weekend is the perfect time to explore new ideas. As I always ask. What are you buying ๐๐ป๐ง Preferably: Market cap $100M$3B Founder-led with skin in the game Underfollowed Consistently growing Not at ATH If you can convince me I'll reward you"  [@mvcinvesting](/creator/x/mvcinvesting) on [X](/post/tweet/1865404599890292843) 2024-12-07 14:34:48 UTC 46.7K followers, 69.6K engagements "JUST IN: $NBIS AI Studio adds Devstral the leading open-source LLM for coding agents. ๐ฅ Nebius AI Studio the companys Inference-as-a-Service platform has just integrated Devstral from Mistral AI a high-performance open-source language model optimized for software engineering. Ranked 1st on SWE-Bench Verified Designed for agentic reasoning and complex codebases Supports a 128K-token context window for extended code input Devstral is now available for instant inference on Nebius AI Studio"  [@mvcinvesting](/creator/x/mvcinvesting) on [X](/post/tweet/1938177009496031279) 2025-06-26 10:06:23 UTC 46.7K followers, 21.4K engagements "From micro to small mid large and mega caps Here are XX stocks I'm watching for 2025 and WHY: ๐๐ป๐งต X. $MELI $MELI is IMO a no-brainer company to buy and hold for the next decades. Leading e-commerce and fintech platform in Latin America offering a wide range of services from online shopping to digital payments logistics and advertising solutions Benefits from a strong network effect with increasing consumer participation driving more merchants and vice versa solidifying its dominant position in the region Its robust logistics infrastructure and payments ecosystem (Mercado Pago) enhance"  [@mvcinvesting](/creator/x/mvcinvesting) on [X](/post/tweet/1873114710356443567) 2024-12-28 21:12:02 UTC 46.7K followers, 486.5K engagements "There are other cheaper options out there but thankfully this isnt a commoditized market. What you need to understand is that its not just about reselling GPUs its also about delivering the rest of the stack in a reliable efficient and developer-friendly way. Theres a big difference between bare metal and a full-stack experience. Theres definitely room in the market for $IREN Ive said that many times. But the edge $NBIS has is that it offers a cloud experience on par with the hyperscalers at an even lower price. Thats not my opinion its what their clients are saying"  [@mvcinvesting](/creator/x/mvcinvesting) on [X](/post/tweet/1944425572160901312) 2025-07-13 15:55:56 UTC 46.7K followers, 4274 engagements "Exactly one year ago $NBIS was launched. Yes this $12.5B company on track to end 2025 with $1B in ARR is only one year old. That alone should tell you how early we still are. If youre wondering how thats even possible heres the story behind $NBIS' origin: ๐๐ป The story of Nebius Group begins inside one of the most iconic tech companies to emerge from Eastern Europe: Yandex. Often dubbed the Google of Russia Yandex was a digital powerhouse dominating search maps ride-hailing e-commerce and AI in Russia and surrounding markets. At its peak it was a $30B company and one of the most successful"  [@mvcinvesting](/creator/x/mvcinvesting) on [X](/post/tweet/1945090862226026634) 2025-07-15 11:59:34 UTC 46.7K followers, 38K engagements "@huttster1 I totally get you. I feel the same way sometimes with $NBIS"  [@mvcinvesting](/creator/x/mvcinvesting) on [X](/post/tweet/1944036045458211071) 2025-07-12 14:08:06 UTC 46.7K followers, 8087 engagements "JUST IN: Goldman Sachs initiated coverage of $NBIS with a Buy rating and $XX Price Target ๐ข The analyst notes that the company is well-positioned thanks to its full-stack software offering cost advantages and large-scale expertise. Goldman sees a favorable risk/reward profile at current share levels and expects a supportive catalyst path over the next XX months to drive continued outperformance"  [@mvcinvesting](/creator/x/mvcinvesting) on [X](/post/tweet/1944683419016790333) 2025-07-14 09:00:32 UTC 46.7K followers, 106.3K engagements "Im very likely to open a new position next week so Id actually welcome a meaningful dip from this new round of tariffs. Volatility is our friend"  [@mvcinvesting](/creator/x/mvcinvesting) on [X](/post/tweet/1944055474145341744) 2025-07-12 15:25:18 UTC 46.7K followers, 38K engagements "7) $TBBB Ive written a Deep Dive on this company which you can find in my newsletter archive feel free to check it out via the link in my bio. $TBBB is Mexicos leading hard discount grocery retailer operating under the Tiendas 3B brand short for Bueno Bonito y Barato (Good Nice and Affordable). Founded in 2005 $TBBB pioneered the hard discount model in Mexico and has grown into a national powerhouse with over 2900 stores and XX distribution centers. The strategy is simple yet powerful: a curated assortment of XXX high-rotation SKUs (branded private label and rotating spot deals) lean"  [@mvcinvesting](/creator/x/mvcinvesting) on [X](/post/tweet/1940458144490004961) 2025-07-02 17:10:48 UTC 46.7K followers, 17.5K engagements "2) $DCTH $DCTH is scaling up U.S. sales of its FDA-approved HEPZATO KIT for metastatic uveal melanoma (mUM) and momentum is building. Its the first and only FDA-approved whole-liver directed therapy. PHP therapy also has potential to treat additional solid tumors which could significantly expand the companys addressable market in the coming years (well likely know more about this in 2025/2026). mUM has the lowest incidence among liver-dominant cancers so expansion into other tumor types would be absolutely game-changing. Even without that expansion the current valuation looks attractive based"  [@mvcinvesting](/creator/x/mvcinvesting) on [X](/post/tweet/1940458119680680214) 2025-07-02 17:10:42 UTC 46.7K followers, 25.8K engagements "4) $DFH $DFH is one of the fastest-growing homebuilders in the U.S. operating in high-growth low-cost markets like Florida Texas and the Carolinas. The company focuses on delivering affordable entry-level and move-up homes which positions it well to serve the ongoing U.S. housing shortage. Its land-light capital-efficient business model is a key differentiator. $DFH avoids holding land directly and instead controls it through option contracts allowing for nimble just-in-time lot purchases that reduce balance sheet risk boost inventory turnover and enhance return on equity. From 2019 to 2024"  [@mvcinvesting](/creator/x/mvcinvesting) on [X](/post/tweet/1940458127943414133) 2025-07-02 17:10:44 UTC 46.6K followers, 20.2K engagements "Many people think running a neocloud is simply about reselling GPUs in the most energy-efficient way possible. But that perspective misses a crucial part of the story. The real differentiation from the end-users perspective comes from what happens above the hardware layer: building the cloud software stack orchestration systems developer experience and the reliability guarantees that enterprise AI workloads demand. Running a neocloud isnt just about sourcing cheap power. It also requires top-tier engineering talent and deep technical expertise to operate like a true cloud provider expertly"  [@mvcinvesting](/creator/x/mvcinvesting) on [X](/post/tweet/1942172663868178855) 2025-07-07 10:43:41 UTC 46.7K followers, 23.7K engagements "๐จ $NBIS just published its pricing for NVIDIA B200 GPUs: $5.50/hour. Meanwhile AWS GCP and $CRWV also offer B200s but at much higher rates: AWS: $14+/hour GCP: $12+/hour $CRWV: $8.60/hour This is the power of vertical integration delivering the best performance per dollar. Those arent my words thats what $NBIS' customers have been saying"  [@mvcinvesting](/creator/x/mvcinvesting) on [X](/post/tweet/1944395369003053248) 2025-07-13 13:55:55 UTC 46.7K followers, 195.9K engagements "@Eyal__Weiss Just a quick note: the conversion price is in CAD so $XXXX is only about XX% above todays closing price. That said I agree this was a smart move assuming Germany is indeed on the way"  [@mvcinvesting](/creator/x/mvcinvesting) on [X](/post/tweet/1945587645511324142) 2025-07-16 20:53:36 UTC 46.7K followers, XXX engagements "For everyone asking: I used AI to enhance the quality of the photo because the original version I found on LinkedIn was low-resolution. I would never share something fake here unless I had been misled by a typically credible source. Heres the original:"  [@mvcinvesting](/creator/x/mvcinvesting) on [X](/post/tweet/1942322557421490628) 2025-07-07 20:39:18 UTC 46.7K followers, 19.1K engagements "10. Laser-Focused Reporter: What do you think is the biggest problem in the world right now Peter Beck: Im XXX% focused and dedicated to this business If you ask my wife or anybody around me Im largely ignorant to the rest of the world unless it has to do with Rocket Lab. This is the kind of founder that lets you sleep well at night. No distractions. No chasing headlines. No half-baked side hustles. Just full-stack full-focus obsession with building $RKLB into a generational company. While others juggle media tours politics or personal brands Peter Beck is deep in the trenches designing"  [@mvcinvesting](/creator/x/mvcinvesting) on [X](/post/tweet/1942921367759839420) 2025-07-09 12:18:46 UTC 46.7K followers, 6632 engagements "JUST IN: Citi raised its Price Target on $RKLB from $XX to $XX and keeps a Buy rating ๐ข"  [@mvcinvesting](/creator/x/mvcinvesting) on [X](/post/tweet/1944734958326538244) 2025-07-14 12:25:20 UTC 46.7K followers, 44.3K engagements "ClickHouse was originally developed inside Yandex. In 2021 it was spun out as a separate U.S.-based company and Yandexs ownership was diluted down to XX% following external funding rounds. Those XX% are what $NBIS owns today after the restructuring that separated Yandexs Russian and Western assets"  [@mvcinvesting](/creator/x/mvcinvesting) on [X](/post/tweet/1943353240986292608) 2025-07-10 16:54:53 UTC 46.7K followers, 1581 engagements "4) $RMS.PA This is easily one of my favorite companies in the world. When you can sell handbags for hundreds of thousands of dollars and even have those products appreciate in value youve clearly mastered the art of pricing power. Herms isnt just a brand its a symbol of exclusivity craftsmanship and timeless design. By maintaining strict control over production and focusing on a direct-to-consumer model Herms protects its margins strengthens customer relationships and reinforces its luxury image. Even during economic downturns Herms remains resilient thanks to its affluent customer base and"  [@mvcinvesting](/creator/x/mvcinvesting) on [X](/post/tweet/1878472462037373323) 2025-01-12 16:01:49 UTC 46.7K followers, 27.5K engagements "I understand that but I believe the worst is behind us and those risks are more than priced in. The decline in take rate has been happening across the sector (just look at Adyen for example) and the slightly steeper drop at $DLO has reasonable justifications. Id rather see them prioritize TPV growth and retention of Tier X merchants than fight for marginal improvements in take rate. It's now close to stabilizing and could even rebound as $DLO's gross margins are recovering and the company shifts its volume mix toward higher-margin geographies. That shift is also gradually helping to mitigate"  [@mvcinvesting](/creator/x/mvcinvesting) on [X](/post/tweet/1940732521035018311) 2025-07-03 11:21:04 UTC 46.7K followers, 2551 engagements "Why is this important for $NBIS ๐๐ป I usually dont put much weight on analysts price targets but this one is different. Not because of the specific assumptions behind the $XX valuation but because of the awareness it brings. The key lies in $NBIS' unconventional path to the public markets. Due to its origins within Yandex Nebius skipped the traditional IPO process entirely. There was no roadshow no investor marketing and virtually no institutional outreach. In fact according to the companys Founder and CEO the public listing came as a surprise. On a Friday Nasdaq called to inform them that"  [@mvcinvesting](/creator/x/mvcinvesting) on [X](/post/tweet/1944699371234165059) 2025-07-14 10:03:55 UTC 46.7K followers, 54K engagements "Some people shouldn't be allowed to post here. Spreading misinformation is not cool"  [@mvcinvesting](/creator/x/mvcinvesting) on [X](/post/tweet/1943309710532251816) 2025-07-10 14:01:54 UTC 46.7K followers, 29.4K engagements "JUST IN: $HIMS will enter the Canadian market in 2026. ๐ "Entry to Canada will come as generic semaglutide hits the market for the first time marking a major step in expanding access to affordable weight loss care." $HIMS plans to offer access to lower-cost treatment options through its digital platform paired with 24/7 access to licensed providers and personalized clinically backed care plans. In Canada branded semaglutide currently costs over C$200/month often without ongoing clinical support. Generic versions are expected to launch at a meaningful discount with prices likely to decrease"  [@mvcinvesting](/creator/x/mvcinvesting) on [X](/post/tweet/1942938943084810325) 2025-07-09 13:28:36 UTC 46.7K followers, 23K engagements "JUST IN: After OpenAI and Anthropic heres another major player relying on ClickHouse where $NBIS holds a XX% stake to scale AI observability: Tesla ๐ To monitor everything from Gigafactories to millions of connected vehicles Tesla built a custom observability system powered by ClickHouse that: - Ingests tens of millions of rows/sec - Stores trillions of metric samples - Managing tens of billions of unique time series In our opinion data in ClickHouse is better than data anywhere else. No other system lets you slice and dice your data ask interesting questions and get answers in an acceptable"  [@mvcinvesting](/creator/x/mvcinvesting) on [X](/post/tweet/1943350062458744937) 2025-07-10 16:42:15 UTC 46.7K followers, 59.3K engagements "๐จ Update on $NBIS' New Jersey Data Center (currently under construction): According to the CEO of DataOne the firm managing the build Phase X completion is now expected to be delayed by about four weeks due to supply chain challenges. This isnt entirely unexpected given prior indications that delays were possible (such as slight setbacks with UPS CDUs and piping). Importantly it doesnt change my investment thesis in the slightest. Whether it's ready in X weeks or X it doesnt really impact my outlook. For context this facility is a significant short-term catalyst for $NBIS. Once operational"  [@mvcinvesting](/creator/x/mvcinvesting) on [X](/post/tweet/1943292373389234564) 2025-07-10 12:53:01 UTC 46.7K followers, 146.6K engagements "I just published a new article on $DLO and the role stablecoins could play in its future disruption opportunity or both I also discovered that $DLO is a participant in Circles global network a detail that has flown under the radar. Link in bio"  [@mvcinvesting](/creator/x/mvcinvesting) on [X](/post/tweet/1942308163228688888) 2025-07-07 19:42:07 UTC 46.7K followers, 23.5K engagements "Sunday is the best day of the week to explore new stock ideas. What are you buying ๐๐๐ป Preferably: Market cap: $100M$3B Founder-led Strong track record No need for capital raises soon Growing industry I might write a thread about the best pick this time"  [@mvcinvesting](/creator/x/mvcinvesting) on [X](/post/tweet/1875914726972289493) 2025-01-05 14:38:18 UTC 46.7K followers, 80.7K engagements "3) $RKLB Some might call me crazy for this but the global space economy is only just beginning to take off and $RKLB is one of the few companies I can confidently say isnt going anywhere. As the leader in small launches with its Electron rocket $RKLB has already democratized access to space. Now with the upcoming Neutron rocket poised to challenge SpaceXs monopoly in medium launches $RKLB is cementing its position as a critical player in the space industry. But $RKLB's vision goes far beyond rockets. As one of the most vertically integrated space companies in the world its building an"  [@mvcinvesting](/creator/x/mvcinvesting) on [X](/post/tweet/1878472458891628691) 2025-01-12 16:01:49 UTC 46.7K followers, 28.7K engagements "$RKLB has just reached a new all-time high. ๐ Its now an 8-bagger in my portfolio and it hasnt even been a year since I first bought in. Best of all we're still in the early innings of a company set to dominate the space industry"  [@mvcinvesting](/creator/x/mvcinvesting) on [X](/post/tweet/1942282689064632349) 2025-07-07 18:00:53 UTC 46.7K followers, 22.2K engagements "$HITI Closes on $30M Convertible Debt from Cronos Group Inc. If this means Germany is coming Im all for it. Traditional non-dilutive funding probably wasnt an option anymore so they tapped Cronos a LP sitting on $800M+ in cash and doing very little with it. Yes this likely means dilution will come at some point. But the operating leverage from entering the German medical cannabis market could easily make up for that. Also its worth noting that the X% interest rate is significantly lower than any of their previous financing so Im quite pleased with the terms"  [@mvcinvesting](/creator/x/mvcinvesting) on [X](/post/tweet/1945588352503218317) 2025-07-16 20:56:25 UTC 46.7K followers, 7775 engagements "I recently added a new position to my portfolio. In my view this is a potentially asymmetric opportunity with explosive upside over the next 2-5 years. Heres a detailed breakdown of my investment thesis for $CLPT: ๐๐ป๐งต"  [@mvcinvesting](/creator/x/mvcinvesting) on [X](/post/tweet/1940788040559128767) 2025-07-03 15:01:41 UTC 46.7K followers, 68K engagements "Some of the most pointless fights in the FinX community: $IREN vs. $NBIS $ASTS vs. $RKLB These arent even direct comps or mutually exclusive plays yet cult-like investors treat them like zero-sum battles to prove whos right. Pro tip: You could all be right"  [@mvcinvesting](/creator/x/mvcinvesting) on [X](/post/tweet/1941835872099274946) 2025-07-06 12:25:24 UTC 46.7K followers, 62.9K engagements "Two small-cap stocks I've been actively researching: $GAMB $ASPI Any recommendations Preferably ones with founder-led leadership"  [@mvcinvesting](/creator/x/mvcinvesting) on [X](/post/tweet/1859202961634677037) 2024-11-20 11:51:43 UTC 46.7K followers, 24.4K engagements "I just published a free article on a $75M microcap youve never heard of: $HYDTF / $NURS.V - Founder-led - XXX% revenue CAGR over the past X years - Revenue expected to 6x this year - GAAP profitable - Zero analyst coverage - Similarities with $HIMS However I also came across a few red flags that kept me from investing at least for now. Link in bio"  [@mvcinvesting](/creator/x/mvcinvesting) on [X](/post/tweet/1938318238938460552) 2025-06-26 19:27:35 UTC 46.7K followers, 64.5K engagements "Please share ideas for new stocks to research. Preferably: Market cap: $100M$5B Founder-led with skin in the game Underfollowed Consistently growing No need for capital raises soon FCF+ or near breakeven What are you buying ๐๐ป๐"  [@mvcinvesting](/creator/x/mvcinvesting) on [X](/post/tweet/1893381362754662795) 2025-02-22 19:24:28 UTC 46.7K followers, 197.9K engagements "Ive been talking about this for a while now but heres direct confirmation from someone inside $NBIS. Roman Chernin co-founder and Chief Business Officer on the coming wave of enterprise customers and the critical role of the software stack: "I think the most important transition we've made is moving from serving AI startups to now focusing on two key dimensions. First securing enough data center capacity and power to support the largest customers in this market like superlabs and hyperscalers and being able to meet their needs. Second continuing to build and expand our software stack to stay"  [@mvcinvesting](/creator/x/mvcinvesting) on [X](/post/tweet/1943272275060342878) 2025-07-10 11:33:09 UTC 46.7K followers, 43.6K engagements "11. Final Thoughts In a sector full of dreamers Peter Beck is a doer. He didnt come from NASA the military or Silicon Valley. He came from a garage in New Zealand armed with a blowtorch a ridiculous work ethic and an obsession with building. Today he leads one of the most credible vertically integrated and capital-efficient space companies in the world. No hype. No ego. Just relentless execution. Thats why Im long $RKLB. Because in space where physics is unforgiving and promises are cheap the only thing that matters is who can deliver. And Peter Beck delivers. Disclaimer: I hold a long"  [@mvcinvesting](/creator/x/mvcinvesting) on [X](/post/tweet/1942921370666496028) 2025-07-09 12:18:47 UTC 46.7K followers, 6335 engagements "JUST IN: BofA raised its Price Target on $RKLB from $XX to $XX and keeps a Buy rating ๐ข $RKLB's development of Neutron and its end-to-end capabilities in satellite development position the company to expand its offerings the analyst tells investors in a research note"  [@mvcinvesting](/creator/x/mvcinvesting) on [X](/post/tweet/1945435605841723746) 2025-07-16 10:49:27 UTC 46.7K followers, 22.1K engagements "My honest opinion: Jerome Powell has done an excellent job over the past few years. He doesnt deserve to be fired. This sets a troubling precedent and thats why the market is reacting negatively. The Feds independence should be non-negotiable"  [@mvcinvesting](/creator/x/mvcinvesting) on [X](/post/tweet/1945509295375659177) 2025-07-16 15:42:16 UTC 46.7K followers, 30.2K engagements "Another day another all-time high for $RKLB. One year ago when I said it was one of the most misunderstood stocks in the market a lot of people laughed at me. Now XXX% later I think its fair to say I was right"  [@mvcinvesting](/creator/x/mvcinvesting) on [X](/post/tweet/1944761133191077984) 2025-07-14 14:09:20 UTC 46.7K followers, 27.8K engagements "After finishing my Deep Dive on $PGY my next article will be about a $70M AI stock that no one is talking about but could be a great high-risk high-reward opportunity. It works closely with governments around the world and a growing list of high-profile corporate clients. Stay tuned"  [@mvcinvesting](/creator/x/mvcinvesting) on [X](/post/tweet/1943333350774632795) 2025-07-10 15:35:50 UTC 46.7K followers, 43.6K engagements "I wish a happy 4th of July to all my fellow American friends. What stocks should I research over this long weekend Preferably: Market cap under $10B Great management team Strong upcoming catalysts Long runway for reinvestment"  [@mvcinvesting](/creator/x/mvcinvesting) on [X](/post/tweet/1940853994735509845) 2025-07-03 19:23:46 UTC 46.7K followers, 62.1K engagements "@stckpkr7000 @Agrippa_Inv I just blocked him and a bunch of other cultist clowns. Im done wasting my time on people who dont deserve it"  [@mvcinvesting](/creator/x/mvcinvesting) on [X](/post/tweet/1944423879578878186) 2025-07-13 15:49:13 UTC 46.6K followers, 1484 engagements "I need to make something clear because a lot of shareholders from unrelated companies have decided to jump in and talk about things they know nothing about. $NBIS did NOT miss any guidance because of this. DataOne the company building the data center set a very ambitious target of completing Phase X in just XX weeks. If you understand how complex these operations are you know that was always going to be incredibly difficult to pull off. $NBIS on the other hand simply stated that the first capacity is expected to be completed as early as summer and even with a potential delay of four weeks"  [@mvcinvesting](/creator/x/mvcinvesting) on [X](/post/tweet/1944354864382759233) 2025-07-13 11:14:58 UTC 46.7K followers, 55.2K engagements "Interesting post from $NBIS' co-founder Roman Chernin. While many infrastructure companies focus solely on raw capacity MWs and datacenters $NBIS is taking a different path. Vertical integration Enterprise-focused value creation AI-native software layers not just infra Scale is necessary but not sufficient. Real growth will come from delivering software-driven value to enterprises. Thats how you differentiate a full-stack AI platform from a utility-style business or a pure GPU reseller. "Next year I will be dedicated to making Nebius AI Studio (inference platform) super successful. We build"  [@mvcinvesting](/creator/x/mvcinvesting) on [X](/post/tweet/1945135995331985900) 2025-07-15 14:58:54 UTC 46.7K followers, 33.1K engagements "I'm looking for new investment ideas to research. Which company under a $10B market cap do you believe offers asymmetric upside while remaining largely underfollowed Kindly avoid the commonly discussed names here I'm interested in overlooked opportunities"  [@mvcinvesting](/creator/x/mvcinvesting) on [X](/post/tweet/1932881381027426794) 2025-06-11 19:23:27 UTC 46.7K followers, 179.4K engagements "$RKLB just crossed $40/share for the first time ever. โ "  [@mvcinvesting](/creator/x/mvcinvesting) on [X](/post/tweet/1943664577276682371) 2025-07-11 13:32:01 UTC 46.7K followers, 24.2K engagements "OpenAI is using ClickHouse for petabyte-scale observability. ๐ For context $NBIS owns a XX% stake in ClickHouse. Every single day OpenAI ingests petabytes of log data the equivalent of X billion iPhone photos and that volume is growing over XX% month-over-month. Between ChatGPT enterprise APIs and frontier model research their infrastructure demands speed scale and reliability. Why ClickHouse Open-source (no vendor lock-in) Cloud-native & horizontally scalable Flexible indexing for query optimization SQL-native enabling AI observability Battle-tested by peer tech giants And this is just the"  [@mvcinvesting](/creator/x/mvcinvesting) on [X](/post/tweet/1939716635826270328) 2025-06-30 16:04:18 UTC 46.7K followers, 45.4K engagements "Shopify partnering with $NBIS is a BIG deal. Even without knowing the size of the engagement this partnership confirms that $NBIS is ready for Wave 3: enterprise adoption. Until now most AI infrastructure demand has come from AI-native startups and model developers (Waves X and 2). Thats impressive but the bulk of long-term upside lies in Wave 3: large enterprises modernizing their infrastructure to deploy AI at scale. Shopify isnt dabbling in AI theyre building foundational tooling and moving fast. And for some parts of their stack they chose $NBIS. That says a lot. This is also the wave"  [@mvcinvesting](/creator/x/mvcinvesting) on [X](/post/tweet/1942999139383390648) 2025-07-09 17:27:48 UTC 46.7K followers, 81.9K engagements "Let's break a huge misconception about ClickHouse which is XX% owned by $NBIS. Saying that it doesnt matter how much large companies rely on ClickHouse because its open source so theyll never monetize it overlooks the proven business models built around open-source software. Open source doesnt mean free from monetization it means the core software code is publicly available but companies can still build highly profitable businesses by offering value-added products and services on top. ClickHouse is a perfect example of this model. While the core database is open source and freely available"  [@mvcinvesting](/creator/x/mvcinvesting) on [X](/post/tweet/1943361932465180721) 2025-07-10 17:29:25 UTC 46.7K followers, 18.1K engagements "With all due respect youre clearly missing some key context here. First $NBIS has real structural efficiencies that set it apart from other neocloud providers. Just because you don't know about them doesnt mean they dont exist. Second $NBIS is not competing on price with hyperscalers its competing with other neoclouds. And yes it charges more than them except $CRWV. Why Because its cost advantage allows it to maintain higher margins than CoreWeave even at competitive prices. As a relatively unknown player in the market its natural for the company to leverage its efficiencies to pass on cost"  [@mvcinvesting](/creator/x/mvcinvesting) on [X](/post/tweet/1944721171636781177) 2025-07-14 11:30:33 UTC 46.7K followers, XXX engagements "6. $TALK $TALK is a leading telehealth platform that connects individuals with mental health professionals providing convenient and confidential access to therapy. The company is capitalizing on the growing destigmatization of mental health and the increasing willingness of employers and insurers to cover mental health services. $TALK has secured significant partnerships such as with the U.S. Navy to provide mental health services to 25000 sailors and with TRICARE to target over 7M military beneficiaries. Its partnership with Amazon Health enables users to easily check mental health coverage"  [@mvcinvesting](/creator/x/mvcinvesting) on [X](/post/tweet/1875948087056945580) 2025-01-05 16:50:52 UTC 46.6K followers, 10.2K engagements "5) $HROW $HROW is a fast-growing specialty pharmaceutical company focused exclusively on ophthalmology. Its hybrid model combines FDA-approved branded drugs with a profitable compounding pharmacy business (ImprimisRx) giving it a diversified revenue base and strong customer relationships with thousands of U.S. eye care professionals. The core of the current investment thesis centers around the explosive growth of branded products especially VEVYE which is now $HROW's most valuable asset. VEVYE revenue grew XX% quarter-over-quarter in Q1 2025 and is on track to become the companys first"  [@mvcinvesting](/creator/x/mvcinvesting) on [X](/post/tweet/1940458133639385197) 2025-07-02 17:10:45 UTC 46.6K followers, 20.2K engagements "6) $LFMD Many of you know I was an early $HIMS investor and while Ive always viewed $LFMD as a second best in this space the story deserves more attention (and unlike $HIMS it doesnt carry litigation risk). $LFMD is quietly building one of the most comprehensive virtual healthcare platforms in the U.S. with 1.2M virtual consults to date and 290000 active patients. Its model integrates end-to-end care: affiliated 50-state provider network in-house pharmacy capabilities integrated labs (Quest Labcorp) and a tech stack that supports highly scalable compliant virtual care. The companys current"  [@mvcinvesting](/creator/x/mvcinvesting) on [X](/post/tweet/1940458141071646907) 2025-07-02 17:10:47 UTC 46.7K followers, 20K engagements "JUST IN: $RKLB Selects Bollinger Shipyards to Support Modification of Neutron Landing Platform. ๐ $RKLB has awarded a contract to Bollinger Shipyards the largest privately owned new construction and repair shipbuilder in the United States to support the build out of $RKLB's ocean landing platform for its Neutron reusable rocket. Modification and fit-out of $RKLB technology to its 400-ft-long landing platform named Return On Investment has begun and is taking place at Bollinger Shipyards primarily at its shipyard in Amelia Louisiana with delivery of the vessel to $RKLB expected in early 2026."  [@mvcinvesting](/creator/x/mvcinvesting) on [X](/post/tweet/1943409743873314987) 2025-07-10 20:39:24 UTC 46.7K followers, 15K engagements "I think Im going to rip my eyes out if I see one more person say that $OSCR is trading at 4x FCF or has more cash on hand than its market cap. If you want to cover insurance stocks at least understand the particularities behind them. *Not bullish or bearish"  [@mvcinvesting](/creator/x/mvcinvesting) on [X](/post/tweet/1944033771776319758) 2025-07-12 13:59:04 UTC 46.7K followers, 151.1K engagements "JUST IN: $NBIS launched Enhanced Object Storage a new performance-focused storage class designed for high-throughput AI workloads ๐ฅ Its ideal for streaming datasets and model weights to GPU memory as well as for fast checkpointing during training. The new tier offers up to XX GB/s write throughput per client with unlimited capacity. A standard capacity-focused storage class remains available and users can seamlessly transfer data between storage classes within the same service giving teams flexibility to align storage performance with their data strategy"  [@mvcinvesting](/creator/x/mvcinvesting) on [X](/post/tweet/1943658556177170440) 2025-07-11 13:08:05 UTC 46.7K followers, 20.8K engagements "JUST IN: SpaceX is reportedly now valued at $400B following another secondary share sale. ๐ Bullish for $RKLB and $ASTS"  [@mvcinvesting](/creator/x/mvcinvesting) on [X](/post/tweet/1942653778286580058) 2025-07-08 18:35:28 UTC 46.7K followers, 56.5K engagements "๐จ JUST IN: $CRWV is acquiring $CORZ in an all-stock deal valued at $9B. This values $CORZ at $XXXXX a XX% premium over its June XX close of $XXXXX. The acquisition adds around 1.3GW of power capacity and is expected to close in Q4"  [@mvcinvesting](/creator/x/mvcinvesting) on [X](/post/tweet/1942202248802509007) 2025-07-07 12:41:15 UTC 46.7K followers, 87K engagements "@danielkoss_ Absolutely. If it had gone through a traditional IPO we would never have been able to buy it at such an attractive valuation. Thats exactly why I saw it as an asymmetric opportunity"  [@mvcinvesting](/creator/x/mvcinvesting) on [X](/post/tweet/1944700699117310175) 2025-07-14 10:09:12 UTC 46.7K followers, XXX engagements
[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.]
M. V. Cunha posts on X about $nbis, $rklb, stocks, investment the most. They currently have XXXXXX followers and 1759 posts still getting attention that total XXXXXXX engagements in the last XX hours.
Social category influence finance stocks #2122 countries technology brands cryptocurrencies luxury brands automotive brands celebrities social networks fashion brands
Social topic influence $nbis #2, $rklb #10, stocks #2473, investment #1767, market cap, clickhouse, $crwv #3, $pgy #3, deep dive, $dlo
Top assets mentioned Nebius Group N.V. Class A Ordinary Shares (NBIS) Rocket Lab USA, Inc. Common Stock (RKLB) CoreWeave, Inc. (CRWV) Pagaya Technologies Ltd. Class A Ordinary Shares (PGY) DLocal Limited Class A Common Shares (DLO) Iris Energy Limited Ordinary Shares (IREN) Shopify Inc (SHOP) Hundred Million (100M) Goldman Sachs (GS) Hims & Hers Health, Inc. (HIMS) NuCypher (NU) MercadoLibre Inc (MELI) IHS Holding Limited (IHS) Core Scientific, Inc. Common Stock (CORZ) AST SpaceMobile, Inc. Class A Common Stock (ASTS) America Party (AP) Bitcoin (BTC) Microsoft Corp. (MSFT) ServiceNow Inc (NOW) Spotify Technology (SPOT) Amazon.com, Inc. (AMZN) American Express Company (AXP) Mastercard, Inc. (MA) Ferrari N.V. (RACE) Costco Hot Dog (COST) Limitus (LMT) Alvotech Ordinary Shares (ALVO) American Tower Corp (AMT) Crown Castle Inc (CCI) BBB Foods Inc. (TBBB) Dream Finders Homes, Inc. Class A Common Stock (DFH)
Top posts by engagements in the last XX hours
"JUST IN: $DLO is now a Direct Participant of Pix Brazils instant payment system operated by the Banco Central do Brasil ๐ฅ Direct participation means even more autonomy and flexibility to co-create payment experiences tailored to the needs of global enterprises while staying fully aligned with Brazils evolving payment infrastructure. Great news" @mvcinvesting on X 2025-07-11 16:34:35 UTC 46.7K followers, 17.1K engagements
"Two Avride self-driving cars spotted in Austin Texas. The company has been quietly testing its AVs for some time and aims to deploy XXX robotaxis later this year. $NBIS owns XXX% of Avride" @mvcinvesting on X 2025-07-07 16:51:59 UTC 46.7K followers, 76.3K engagements
"$NBIS is a $60+ stock by the end of the year IMO. Thanks DeepSeek that was one of the easiest 'buy the dips' of my entire life. This is just the beginning" @mvcinvesting on X 2025-02-07 15:25:57 UTC 46.7K followers, 51.6K engagements
"I'm a highly concentrated investor and many of you have been asking me to share some names from my watchlist. Here are X stocks with market caps under $5B that have strong potential to deliver solid returns in the coming years: ๐งต๐๐ป 1) $IREN Ive always been somewhat skeptical about $IREN mainly because I initially viewed it purely as a Bitcoin mining company. Even after learning about their growing AI segment I struggled to see how they could realistically compete in the AI cloud market. But it turns out thats not the point. The investment thesis is actually quite straightforward: $IREN is" @mvcinvesting on X 2025-07-02 17:10:41 UTC 46.7K followers, 241K engagements
"Besides OpenAI Anthropic is also using ClickHouse to scale observability for the AI era. ๐ Remember: $NBIS owns a XX% stake in ClickHouse. ClickHouse recently revealed that Anthropic is leveraging its solution to handle observability at AI scale replacing legacy tools that couldnt keep up with the volume latency or cost efficiency required for Claude and its expanding enterprise footprint. Were talking billions of log entries per day ultra-fast queries and sub-second responsiveness all in real time. ClickHouse isnt just fast. Its battle-tested open-source cloud-native and purpose-built for" @mvcinvesting on X 2025-07-07 21:35:44 UTC 46.7K followers, 22.4K engagements
"3) $OPRA $OPRA is a very profitable fast-growing software company best known for its browsers including Opera One Opera Mini and Opera GX which together serve 293M monthly active users across desktop and mobile platforms. Initially recognized for its strong presence in emerging markets $OPRA is now shifting focus to high-ARPU users in Western markets where MAUs have grown XX% over the past four years. This shift has led to a 3.6x ARPU increase demonstrating Operas ability to improve monetization at scale. The company stands out for its history of innovation being the first to introduce key" @mvcinvesting on X 2025-07-02 17:10:43 UTC 46.7K followers, 21.7K engagements
"VERY interesting news. Shopify is partnering with $NBIS to access large-scale training clusters as it ramps up investment in GenAI tools across its platform. ๐ In a recent blog post Shopify outlined its evolving infrastructure strategy to support internal AI/ML efforts. Alongside GCP its primary infrastructure provider Shopify is engaging with neo-cloud providers like $NBIS to access cutting-edge GPU hardware and enable large-scale model training. What makes this especially noteworthy: CentML recently acquired by NVIDIA is one of Shopifys key GPU optimization partners. Importantly CentML is" @mvcinvesting on X 2025-07-09 14:46:53 UTC 46.7K followers, 69.3K engagements
"@Couch_Investor Yes they have an impressive list of names on their website including Meta Microsoft ServiceNow HubSpot Spotify and many more. I cant wait for the day they IPO" @mvcinvesting on X 2025-07-10 16:48:03 UTC 46.7K followers, 2071 engagements
"Many people unfamiliar with the sector misunderstood this post so heres a quick clarification: I only compared $NBIS to hyperscalers and CoreWeave because other providers simply arent in the same league when it comes to performance and reliability. This isnt about being the lowest-cost provider thankfully this isnt a commoditized market (at least for now). While cheaper options exist that doesnt tell the full story. What sets $NBIS apart is delivering the best performance per dollar by combining competitive pricing with a high-quality reliable full-stack cloud experience. Its not just" @mvcinvesting on X 2025-07-13 16:49:32 UTC 46.7K followers, 35.6K engagements
"Please share ideas for new stocks to research. Preferably: Market cap: $100M$5B Share price: $X Founder-led with skin in the game Underfollowed Consistently growing No need for capital raises soon FCF+ or near breakeven What are you buying ๐๐ป๐" @mvcinvesting on X 2024-12-22 15:47:21 UTC 46.7K followers, 234.3K engagements
"Exactly one month after I published my article outlining the key upcoming catalysts for $NBIS one of them has started to materialize. Today's coverage from Goldman Sachs is more than just a rating its likely the beginning of a broader wave of institutional awareness. As I said: Sell-side coverage is often the first domino that triggers institutional inflows. Lets see which firm follows next" @mvcinvesting on X 2025-07-14 11:49:09 UTC 46.7K followers, 32.7K engagements
"What was supposed to be a bloody Monday turned out to be one of the best days ever for my portfolio. The main contributors were my two largest positions: $NBIS +17.3% $RKLB +10.7% Grateful" @mvcinvesting on X 2025-07-14 20:05:49 UTC 46.7K followers, 46.9K engagements
"Just XXX days after launching my newsletter weve hit an incredible milestone: 5000 subscribers. โ
Thank you all from the bottom of my heart" @mvcinvesting on X 2025-07-09 21:02:54 UTC 46.7K followers, 20.1K engagements
"Just before the 4th of July weekend I asked for stock ideas to explore over the break. Out of 200+ suggestions many of which I already knew $PGY caught my attention. Yesterday I published an 8000+ words Deep Dive on the company. You can find it in the usual place" @mvcinvesting on X 2025-07-15 13:58:40 UTC 46.7K followers, 25.3K engagements
"Not saying $NBIS is reading my posts but the timing is interesting. The blog post went live five days ago but they only shared it publicly right after I posted about it. ๐ง" @mvcinvesting on X 2025-07-09 15:30:06 UTC 46.7K followers, 27K engagements
"If you follow my work you know I place a lot of weight on who's leading the companies I invest in. For $RKLB its Founder and CEO Peter Beck was a key reason I decided to back this space innovator. Heres a thread on why I see him as the best leader in the sector: ๐งต๐๐ป" @mvcinvesting on X 2025-07-09 12:18:37 UTC 46.7K followers, 66.1K engagements
"While I'm an investor focused on micro/small caps I love to follow and study the best companies in the world. Here are XX businesses I believe have incredibly strong moats ๐๐ป๐ $AMZN $AXP $MA $RACE $ASML $MSFT $MC.PA $COST $V $LMT $NU $MELI $RMS.PA $OR.PA What else" @mvcinvesting on X 2024-09-04 15:41:34 UTC 46.7K followers, 4091 engagements
"I'm almost done with my Deep Dive on $PGY. Subscribe to the newsletter via the link in my bio to get it firsthand" @mvcinvesting on X 2025-07-14 16:56:09 UTC 46.7K followers, 19.7K engagements
"$PGY looks very interesting. Is anyone here following this name" @mvcinvesting on X 2025-07-06 19:15:01 UTC 46.7K followers, 76.4K engagements
"I just published my Deep Dive on $CLPT. ๐ Looking forward to hearing your thoughts Hope you all have a great weekend" @mvcinvesting on X 2025-06-06 18:47:09 UTC 46.7K followers, 101K engagements
"I didn't get the chance to listen to all the earnings calls I intended to this week. Here are a few I plan to catch up on: IHS $IHS Alvotech $ALVO Despegar $DESP Dlocal $DLO $NU was incredible as always" @mvcinvesting on X 2024-08-16 19:24:42 UTC 46.7K followers, 2326 engagements
"@AlvaroMysterio Actually even lower. XX% less than AWS XX% less than GCP and about XX% less than CoreWeave" @mvcinvesting on X 2025-07-13 14:11:58 UTC 46.7K followers, 3234 engagements
"@Agrippa_Inv When did I ever say that $NBIS or any other GPU cloud provider had pricing power You act like youre so smart but you have to make things up just to sound credible. Get a life and stick to what you actually understand" @mvcinvesting on X 2025-07-13 15:40:33 UTC 46.7K followers, 4389 engagements
"7. $IHS $IHS provides mission-critical communications infrastructure helping to facilitate mobile coverage across XX markets with a combined population of 780M people. The company primarily focuses on owning and operating telecom towers similar to $AMT and $CCI but with a unique emphasis on emerging markets particularly in Africa. Nigeria is its largest market but its also expanding in Brazil. Despite strong operational execution including expanding its tower portfolio and penetrating key markets $IHS has faced a sharp decline in its stock price over the past few years mainly due to exposure" @mvcinvesting on X 2025-01-05 16:50:52 UTC 46.6K followers, 9679 engagements
"Yesterday someone asked Jim Cramer what he thinks about $NBIS. He said: "Just buy CoreWeave and don't deviate." Bullish. ๐" @mvcinvesting on X 2025-07-16 14:03:16 UTC 46.7K followers, 49.3K engagements
"I still cant believe we were buying $RKLB at a $2B valuation less than a year ago" @mvcinvesting on X 2025-07-07 12:07:11 UTC 46.7K followers, 44.8K engagements
"$NBIS just closed above $55/share for the first time ever. ๐ฅ My thesis is still far from fully playing out. IMO this is just the beginning" @mvcinvesting on X 2025-06-30 20:01:53 UTC 46.7K followers, 57.9K engagements
"If $CRWV is acquiring $CORZ at a "$20.40/share" valuation why is the stock down almost XX% A lot of people seem confused about this so heres the explanation: The $XXXXX is a notional value. The deal has already fixed each $CORZ share at XXXXXX shares of $CRWV. This means the actual value of the deal will be determined by $CRWV's stock price when the acquisition closes in Q4. Essentially $CORZ shareholders are worried that $CRWV's stock price could fall significantly before the deal is finalized. IMO this makes perfect sense. With the IPO lock-up period ending at the end of Q3 the risk is very" @mvcinvesting on X 2025-07-07 13:14:29 UTC 46.6K followers, 46.9K engagements
"@danielkoss_ Ive been ignoring them and will continue to do so I just dont want any $NBIS shareholders to be misled. And Im not even bearish on $IREN theyre very different companies" @mvcinvesting on X 2025-07-13 11:47:45 UTC 46.7K followers, 1391 engagements
"@Courage_wins Mr. Market rarely offers generational opportunities yet on X there seems to be a new one every two weeks" @mvcinvesting on X 2025-07-12 14:59:11 UTC 46.7K followers, 9300 engagements
"The weekend is the perfect time to explore new ideas. As I always ask. What are you buying ๐๐ป๐ง Preferably: Market cap $100M$3B Founder-led with skin in the game Underfollowed Consistently growing Not at ATH If you can convince me I'll reward you" @mvcinvesting on X 2024-12-07 14:34:48 UTC 46.7K followers, 69.6K engagements
"JUST IN: $NBIS AI Studio adds Devstral the leading open-source LLM for coding agents. ๐ฅ Nebius AI Studio the companys Inference-as-a-Service platform has just integrated Devstral from Mistral AI a high-performance open-source language model optimized for software engineering. Ranked 1st on SWE-Bench Verified Designed for agentic reasoning and complex codebases Supports a 128K-token context window for extended code input Devstral is now available for instant inference on Nebius AI Studio" @mvcinvesting on X 2025-06-26 10:06:23 UTC 46.7K followers, 21.4K engagements
"From micro to small mid large and mega caps Here are XX stocks I'm watching for 2025 and WHY: ๐๐ป๐งต X. $MELI $MELI is IMO a no-brainer company to buy and hold for the next decades. Leading e-commerce and fintech platform in Latin America offering a wide range of services from online shopping to digital payments logistics and advertising solutions Benefits from a strong network effect with increasing consumer participation driving more merchants and vice versa solidifying its dominant position in the region Its robust logistics infrastructure and payments ecosystem (Mercado Pago) enhance" @mvcinvesting on X 2024-12-28 21:12:02 UTC 46.7K followers, 486.5K engagements
"There are other cheaper options out there but thankfully this isnt a commoditized market. What you need to understand is that its not just about reselling GPUs its also about delivering the rest of the stack in a reliable efficient and developer-friendly way. Theres a big difference between bare metal and a full-stack experience. Theres definitely room in the market for $IREN Ive said that many times. But the edge $NBIS has is that it offers a cloud experience on par with the hyperscalers at an even lower price. Thats not my opinion its what their clients are saying" @mvcinvesting on X 2025-07-13 15:55:56 UTC 46.7K followers, 4274 engagements
"Exactly one year ago $NBIS was launched. Yes this $12.5B company on track to end 2025 with $1B in ARR is only one year old. That alone should tell you how early we still are. If youre wondering how thats even possible heres the story behind $NBIS' origin: ๐๐ป The story of Nebius Group begins inside one of the most iconic tech companies to emerge from Eastern Europe: Yandex. Often dubbed the Google of Russia Yandex was a digital powerhouse dominating search maps ride-hailing e-commerce and AI in Russia and surrounding markets. At its peak it was a $30B company and one of the most successful" @mvcinvesting on X 2025-07-15 11:59:34 UTC 46.7K followers, 38K engagements
"@huttster1 I totally get you. I feel the same way sometimes with $NBIS" @mvcinvesting on X 2025-07-12 14:08:06 UTC 46.7K followers, 8087 engagements
"JUST IN: Goldman Sachs initiated coverage of $NBIS with a Buy rating and $XX Price Target ๐ข The analyst notes that the company is well-positioned thanks to its full-stack software offering cost advantages and large-scale expertise. Goldman sees a favorable risk/reward profile at current share levels and expects a supportive catalyst path over the next XX months to drive continued outperformance" @mvcinvesting on X 2025-07-14 09:00:32 UTC 46.7K followers, 106.3K engagements
"Im very likely to open a new position next week so Id actually welcome a meaningful dip from this new round of tariffs. Volatility is our friend" @mvcinvesting on X 2025-07-12 15:25:18 UTC 46.7K followers, 38K engagements
"7) $TBBB Ive written a Deep Dive on this company which you can find in my newsletter archive feel free to check it out via the link in my bio. $TBBB is Mexicos leading hard discount grocery retailer operating under the Tiendas 3B brand short for Bueno Bonito y Barato (Good Nice and Affordable). Founded in 2005 $TBBB pioneered the hard discount model in Mexico and has grown into a national powerhouse with over 2900 stores and XX distribution centers. The strategy is simple yet powerful: a curated assortment of XXX high-rotation SKUs (branded private label and rotating spot deals) lean" @mvcinvesting on X 2025-07-02 17:10:48 UTC 46.7K followers, 17.5K engagements
"2) $DCTH $DCTH is scaling up U.S. sales of its FDA-approved HEPZATO KIT for metastatic uveal melanoma (mUM) and momentum is building. Its the first and only FDA-approved whole-liver directed therapy. PHP therapy also has potential to treat additional solid tumors which could significantly expand the companys addressable market in the coming years (well likely know more about this in 2025/2026). mUM has the lowest incidence among liver-dominant cancers so expansion into other tumor types would be absolutely game-changing. Even without that expansion the current valuation looks attractive based" @mvcinvesting on X 2025-07-02 17:10:42 UTC 46.7K followers, 25.8K engagements
"4) $DFH $DFH is one of the fastest-growing homebuilders in the U.S. operating in high-growth low-cost markets like Florida Texas and the Carolinas. The company focuses on delivering affordable entry-level and move-up homes which positions it well to serve the ongoing U.S. housing shortage. Its land-light capital-efficient business model is a key differentiator. $DFH avoids holding land directly and instead controls it through option contracts allowing for nimble just-in-time lot purchases that reduce balance sheet risk boost inventory turnover and enhance return on equity. From 2019 to 2024" @mvcinvesting on X 2025-07-02 17:10:44 UTC 46.6K followers, 20.2K engagements
"Many people think running a neocloud is simply about reselling GPUs in the most energy-efficient way possible. But that perspective misses a crucial part of the story. The real differentiation from the end-users perspective comes from what happens above the hardware layer: building the cloud software stack orchestration systems developer experience and the reliability guarantees that enterprise AI workloads demand. Running a neocloud isnt just about sourcing cheap power. It also requires top-tier engineering talent and deep technical expertise to operate like a true cloud provider expertly" @mvcinvesting on X 2025-07-07 10:43:41 UTC 46.7K followers, 23.7K engagements
"๐จ $NBIS just published its pricing for NVIDIA B200 GPUs: $5.50/hour. Meanwhile AWS GCP and $CRWV also offer B200s but at much higher rates: AWS: $14+/hour GCP: $12+/hour $CRWV: $8.60/hour This is the power of vertical integration delivering the best performance per dollar. Those arent my words thats what $NBIS' customers have been saying" @mvcinvesting on X 2025-07-13 13:55:55 UTC 46.7K followers, 195.9K engagements
"@Eyal__Weiss Just a quick note: the conversion price is in CAD so $XXXX is only about XX% above todays closing price. That said I agree this was a smart move assuming Germany is indeed on the way" @mvcinvesting on X 2025-07-16 20:53:36 UTC 46.7K followers, XXX engagements
"For everyone asking: I used AI to enhance the quality of the photo because the original version I found on LinkedIn was low-resolution. I would never share something fake here unless I had been misled by a typically credible source. Heres the original:" @mvcinvesting on X 2025-07-07 20:39:18 UTC 46.7K followers, 19.1K engagements
"10. Laser-Focused Reporter: What do you think is the biggest problem in the world right now Peter Beck: Im XXX% focused and dedicated to this business If you ask my wife or anybody around me Im largely ignorant to the rest of the world unless it has to do with Rocket Lab. This is the kind of founder that lets you sleep well at night. No distractions. No chasing headlines. No half-baked side hustles. Just full-stack full-focus obsession with building $RKLB into a generational company. While others juggle media tours politics or personal brands Peter Beck is deep in the trenches designing" @mvcinvesting on X 2025-07-09 12:18:46 UTC 46.7K followers, 6632 engagements
"JUST IN: Citi raised its Price Target on $RKLB from $XX to $XX and keeps a Buy rating ๐ข" @mvcinvesting on X 2025-07-14 12:25:20 UTC 46.7K followers, 44.3K engagements
"ClickHouse was originally developed inside Yandex. In 2021 it was spun out as a separate U.S.-based company and Yandexs ownership was diluted down to XX% following external funding rounds. Those XX% are what $NBIS owns today after the restructuring that separated Yandexs Russian and Western assets" @mvcinvesting on X 2025-07-10 16:54:53 UTC 46.7K followers, 1581 engagements
"4) $RMS.PA This is easily one of my favorite companies in the world. When you can sell handbags for hundreds of thousands of dollars and even have those products appreciate in value youve clearly mastered the art of pricing power. Herms isnt just a brand its a symbol of exclusivity craftsmanship and timeless design. By maintaining strict control over production and focusing on a direct-to-consumer model Herms protects its margins strengthens customer relationships and reinforces its luxury image. Even during economic downturns Herms remains resilient thanks to its affluent customer base and" @mvcinvesting on X 2025-01-12 16:01:49 UTC 46.7K followers, 27.5K engagements
"I understand that but I believe the worst is behind us and those risks are more than priced in. The decline in take rate has been happening across the sector (just look at Adyen for example) and the slightly steeper drop at $DLO has reasonable justifications. Id rather see them prioritize TPV growth and retention of Tier X merchants than fight for marginal improvements in take rate. It's now close to stabilizing and could even rebound as $DLO's gross margins are recovering and the company shifts its volume mix toward higher-margin geographies. That shift is also gradually helping to mitigate" @mvcinvesting on X 2025-07-03 11:21:04 UTC 46.7K followers, 2551 engagements
"Why is this important for $NBIS ๐๐ป I usually dont put much weight on analysts price targets but this one is different. Not because of the specific assumptions behind the $XX valuation but because of the awareness it brings. The key lies in $NBIS' unconventional path to the public markets. Due to its origins within Yandex Nebius skipped the traditional IPO process entirely. There was no roadshow no investor marketing and virtually no institutional outreach. In fact according to the companys Founder and CEO the public listing came as a surprise. On a Friday Nasdaq called to inform them that" @mvcinvesting on X 2025-07-14 10:03:55 UTC 46.7K followers, 54K engagements
"Some people shouldn't be allowed to post here. Spreading misinformation is not cool" @mvcinvesting on X 2025-07-10 14:01:54 UTC 46.7K followers, 29.4K engagements
"JUST IN: $HIMS will enter the Canadian market in 2026. ๐ "Entry to Canada will come as generic semaglutide hits the market for the first time marking a major step in expanding access to affordable weight loss care." $HIMS plans to offer access to lower-cost treatment options through its digital platform paired with 24/7 access to licensed providers and personalized clinically backed care plans. In Canada branded semaglutide currently costs over C$200/month often without ongoing clinical support. Generic versions are expected to launch at a meaningful discount with prices likely to decrease" @mvcinvesting on X 2025-07-09 13:28:36 UTC 46.7K followers, 23K engagements
"JUST IN: After OpenAI and Anthropic heres another major player relying on ClickHouse where $NBIS holds a XX% stake to scale AI observability: Tesla ๐ To monitor everything from Gigafactories to millions of connected vehicles Tesla built a custom observability system powered by ClickHouse that: - Ingests tens of millions of rows/sec - Stores trillions of metric samples - Managing tens of billions of unique time series In our opinion data in ClickHouse is better than data anywhere else. No other system lets you slice and dice your data ask interesting questions and get answers in an acceptable" @mvcinvesting on X 2025-07-10 16:42:15 UTC 46.7K followers, 59.3K engagements
"๐จ Update on $NBIS' New Jersey Data Center (currently under construction): According to the CEO of DataOne the firm managing the build Phase X completion is now expected to be delayed by about four weeks due to supply chain challenges. This isnt entirely unexpected given prior indications that delays were possible (such as slight setbacks with UPS CDUs and piping). Importantly it doesnt change my investment thesis in the slightest. Whether it's ready in X weeks or X it doesnt really impact my outlook. For context this facility is a significant short-term catalyst for $NBIS. Once operational" @mvcinvesting on X 2025-07-10 12:53:01 UTC 46.7K followers, 146.6K engagements
"I just published a new article on $DLO and the role stablecoins could play in its future disruption opportunity or both I also discovered that $DLO is a participant in Circles global network a detail that has flown under the radar. Link in bio" @mvcinvesting on X 2025-07-07 19:42:07 UTC 46.7K followers, 23.5K engagements
"Sunday is the best day of the week to explore new stock ideas. What are you buying ๐๐๐ป Preferably: Market cap: $100M$3B Founder-led Strong track record No need for capital raises soon Growing industry I might write a thread about the best pick this time" @mvcinvesting on X 2025-01-05 14:38:18 UTC 46.7K followers, 80.7K engagements
"3) $RKLB Some might call me crazy for this but the global space economy is only just beginning to take off and $RKLB is one of the few companies I can confidently say isnt going anywhere. As the leader in small launches with its Electron rocket $RKLB has already democratized access to space. Now with the upcoming Neutron rocket poised to challenge SpaceXs monopoly in medium launches $RKLB is cementing its position as a critical player in the space industry. But $RKLB's vision goes far beyond rockets. As one of the most vertically integrated space companies in the world its building an" @mvcinvesting on X 2025-01-12 16:01:49 UTC 46.7K followers, 28.7K engagements
"$RKLB has just reached a new all-time high. ๐ Its now an 8-bagger in my portfolio and it hasnt even been a year since I first bought in. Best of all we're still in the early innings of a company set to dominate the space industry" @mvcinvesting on X 2025-07-07 18:00:53 UTC 46.7K followers, 22.2K engagements
"$HITI Closes on $30M Convertible Debt from Cronos Group Inc. If this means Germany is coming Im all for it. Traditional non-dilutive funding probably wasnt an option anymore so they tapped Cronos a LP sitting on $800M+ in cash and doing very little with it. Yes this likely means dilution will come at some point. But the operating leverage from entering the German medical cannabis market could easily make up for that. Also its worth noting that the X% interest rate is significantly lower than any of their previous financing so Im quite pleased with the terms" @mvcinvesting on X 2025-07-16 20:56:25 UTC 46.7K followers, 7775 engagements
"I recently added a new position to my portfolio. In my view this is a potentially asymmetric opportunity with explosive upside over the next 2-5 years. Heres a detailed breakdown of my investment thesis for $CLPT: ๐๐ป๐งต" @mvcinvesting on X 2025-07-03 15:01:41 UTC 46.7K followers, 68K engagements
"Some of the most pointless fights in the FinX community: $IREN vs. $NBIS $ASTS vs. $RKLB These arent even direct comps or mutually exclusive plays yet cult-like investors treat them like zero-sum battles to prove whos right. Pro tip: You could all be right" @mvcinvesting on X 2025-07-06 12:25:24 UTC 46.7K followers, 62.9K engagements
"Two small-cap stocks I've been actively researching: $GAMB $ASPI Any recommendations Preferably ones with founder-led leadership" @mvcinvesting on X 2024-11-20 11:51:43 UTC 46.7K followers, 24.4K engagements
"I just published a free article on a $75M microcap youve never heard of: $HYDTF / $NURS.V - Founder-led - XXX% revenue CAGR over the past X years - Revenue expected to 6x this year - GAAP profitable - Zero analyst coverage - Similarities with $HIMS However I also came across a few red flags that kept me from investing at least for now. Link in bio" @mvcinvesting on X 2025-06-26 19:27:35 UTC 46.7K followers, 64.5K engagements
"Please share ideas for new stocks to research. Preferably: Market cap: $100M$5B Founder-led with skin in the game Underfollowed Consistently growing No need for capital raises soon FCF+ or near breakeven What are you buying ๐๐ป๐" @mvcinvesting on X 2025-02-22 19:24:28 UTC 46.7K followers, 197.9K engagements
"Ive been talking about this for a while now but heres direct confirmation from someone inside $NBIS. Roman Chernin co-founder and Chief Business Officer on the coming wave of enterprise customers and the critical role of the software stack: "I think the most important transition we've made is moving from serving AI startups to now focusing on two key dimensions. First securing enough data center capacity and power to support the largest customers in this market like superlabs and hyperscalers and being able to meet their needs. Second continuing to build and expand our software stack to stay" @mvcinvesting on X 2025-07-10 11:33:09 UTC 46.7K followers, 43.6K engagements
"11. Final Thoughts In a sector full of dreamers Peter Beck is a doer. He didnt come from NASA the military or Silicon Valley. He came from a garage in New Zealand armed with a blowtorch a ridiculous work ethic and an obsession with building. Today he leads one of the most credible vertically integrated and capital-efficient space companies in the world. No hype. No ego. Just relentless execution. Thats why Im long $RKLB. Because in space where physics is unforgiving and promises are cheap the only thing that matters is who can deliver. And Peter Beck delivers. Disclaimer: I hold a long" @mvcinvesting on X 2025-07-09 12:18:47 UTC 46.7K followers, 6335 engagements
"JUST IN: BofA raised its Price Target on $RKLB from $XX to $XX and keeps a Buy rating ๐ข $RKLB's development of Neutron and its end-to-end capabilities in satellite development position the company to expand its offerings the analyst tells investors in a research note" @mvcinvesting on X 2025-07-16 10:49:27 UTC 46.7K followers, 22.1K engagements
"My honest opinion: Jerome Powell has done an excellent job over the past few years. He doesnt deserve to be fired. This sets a troubling precedent and thats why the market is reacting negatively. The Feds independence should be non-negotiable" @mvcinvesting on X 2025-07-16 15:42:16 UTC 46.7K followers, 30.2K engagements
"Another day another all-time high for $RKLB. One year ago when I said it was one of the most misunderstood stocks in the market a lot of people laughed at me. Now XXX% later I think its fair to say I was right" @mvcinvesting on X 2025-07-14 14:09:20 UTC 46.7K followers, 27.8K engagements
"After finishing my Deep Dive on $PGY my next article will be about a $70M AI stock that no one is talking about but could be a great high-risk high-reward opportunity. It works closely with governments around the world and a growing list of high-profile corporate clients. Stay tuned" @mvcinvesting on X 2025-07-10 15:35:50 UTC 46.7K followers, 43.6K engagements
"I wish a happy 4th of July to all my fellow American friends. What stocks should I research over this long weekend Preferably: Market cap under $10B Great management team Strong upcoming catalysts Long runway for reinvestment" @mvcinvesting on X 2025-07-03 19:23:46 UTC 46.7K followers, 62.1K engagements
"@stckpkr7000 @Agrippa_Inv I just blocked him and a bunch of other cultist clowns. Im done wasting my time on people who dont deserve it" @mvcinvesting on X 2025-07-13 15:49:13 UTC 46.6K followers, 1484 engagements
"I need to make something clear because a lot of shareholders from unrelated companies have decided to jump in and talk about things they know nothing about. $NBIS did NOT miss any guidance because of this. DataOne the company building the data center set a very ambitious target of completing Phase X in just XX weeks. If you understand how complex these operations are you know that was always going to be incredibly difficult to pull off. $NBIS on the other hand simply stated that the first capacity is expected to be completed as early as summer and even with a potential delay of four weeks" @mvcinvesting on X 2025-07-13 11:14:58 UTC 46.7K followers, 55.2K engagements
"Interesting post from $NBIS' co-founder Roman Chernin. While many infrastructure companies focus solely on raw capacity MWs and datacenters $NBIS is taking a different path. Vertical integration Enterprise-focused value creation AI-native software layers not just infra Scale is necessary but not sufficient. Real growth will come from delivering software-driven value to enterprises. Thats how you differentiate a full-stack AI platform from a utility-style business or a pure GPU reseller. "Next year I will be dedicated to making Nebius AI Studio (inference platform) super successful. We build" @mvcinvesting on X 2025-07-15 14:58:54 UTC 46.7K followers, 33.1K engagements
"I'm looking for new investment ideas to research. Which company under a $10B market cap do you believe offers asymmetric upside while remaining largely underfollowed Kindly avoid the commonly discussed names here I'm interested in overlooked opportunities" @mvcinvesting on X 2025-06-11 19:23:27 UTC 46.7K followers, 179.4K engagements
"$RKLB just crossed $40/share for the first time ever. โ
" @mvcinvesting on X 2025-07-11 13:32:01 UTC 46.7K followers, 24.2K engagements
"OpenAI is using ClickHouse for petabyte-scale observability. ๐ For context $NBIS owns a XX% stake in ClickHouse. Every single day OpenAI ingests petabytes of log data the equivalent of X billion iPhone photos and that volume is growing over XX% month-over-month. Between ChatGPT enterprise APIs and frontier model research their infrastructure demands speed scale and reliability. Why ClickHouse Open-source (no vendor lock-in) Cloud-native & horizontally scalable Flexible indexing for query optimization SQL-native enabling AI observability Battle-tested by peer tech giants And this is just the" @mvcinvesting on X 2025-06-30 16:04:18 UTC 46.7K followers, 45.4K engagements
"Shopify partnering with $NBIS is a BIG deal. Even without knowing the size of the engagement this partnership confirms that $NBIS is ready for Wave 3: enterprise adoption. Until now most AI infrastructure demand has come from AI-native startups and model developers (Waves X and 2). Thats impressive but the bulk of long-term upside lies in Wave 3: large enterprises modernizing their infrastructure to deploy AI at scale. Shopify isnt dabbling in AI theyre building foundational tooling and moving fast. And for some parts of their stack they chose $NBIS. That says a lot. This is also the wave" @mvcinvesting on X 2025-07-09 17:27:48 UTC 46.7K followers, 81.9K engagements
"Let's break a huge misconception about ClickHouse which is XX% owned by $NBIS. Saying that it doesnt matter how much large companies rely on ClickHouse because its open source so theyll never monetize it overlooks the proven business models built around open-source software. Open source doesnt mean free from monetization it means the core software code is publicly available but companies can still build highly profitable businesses by offering value-added products and services on top. ClickHouse is a perfect example of this model. While the core database is open source and freely available" @mvcinvesting on X 2025-07-10 17:29:25 UTC 46.7K followers, 18.1K engagements
"With all due respect youre clearly missing some key context here. First $NBIS has real structural efficiencies that set it apart from other neocloud providers. Just because you don't know about them doesnt mean they dont exist. Second $NBIS is not competing on price with hyperscalers its competing with other neoclouds. And yes it charges more than them except $CRWV. Why Because its cost advantage allows it to maintain higher margins than CoreWeave even at competitive prices. As a relatively unknown player in the market its natural for the company to leverage its efficiencies to pass on cost" @mvcinvesting on X 2025-07-14 11:30:33 UTC 46.7K followers, XXX engagements
"6. $TALK $TALK is a leading telehealth platform that connects individuals with mental health professionals providing convenient and confidential access to therapy. The company is capitalizing on the growing destigmatization of mental health and the increasing willingness of employers and insurers to cover mental health services. $TALK has secured significant partnerships such as with the U.S. Navy to provide mental health services to 25000 sailors and with TRICARE to target over 7M military beneficiaries. Its partnership with Amazon Health enables users to easily check mental health coverage" @mvcinvesting on X 2025-01-05 16:50:52 UTC 46.6K followers, 10.2K engagements
"5) $HROW $HROW is a fast-growing specialty pharmaceutical company focused exclusively on ophthalmology. Its hybrid model combines FDA-approved branded drugs with a profitable compounding pharmacy business (ImprimisRx) giving it a diversified revenue base and strong customer relationships with thousands of U.S. eye care professionals. The core of the current investment thesis centers around the explosive growth of branded products especially VEVYE which is now $HROW's most valuable asset. VEVYE revenue grew XX% quarter-over-quarter in Q1 2025 and is on track to become the companys first" @mvcinvesting on X 2025-07-02 17:10:45 UTC 46.6K followers, 20.2K engagements
"6) $LFMD Many of you know I was an early $HIMS investor and while Ive always viewed $LFMD as a second best in this space the story deserves more attention (and unlike $HIMS it doesnt carry litigation risk). $LFMD is quietly building one of the most comprehensive virtual healthcare platforms in the U.S. with 1.2M virtual consults to date and 290000 active patients. Its model integrates end-to-end care: affiliated 50-state provider network in-house pharmacy capabilities integrated labs (Quest Labcorp) and a tech stack that supports highly scalable compliant virtual care. The companys current" @mvcinvesting on X 2025-07-02 17:10:47 UTC 46.7K followers, 20K engagements
"JUST IN: $RKLB Selects Bollinger Shipyards to Support Modification of Neutron Landing Platform. ๐ $RKLB has awarded a contract to Bollinger Shipyards the largest privately owned new construction and repair shipbuilder in the United States to support the build out of $RKLB's ocean landing platform for its Neutron reusable rocket. Modification and fit-out of $RKLB technology to its 400-ft-long landing platform named Return On Investment has begun and is taking place at Bollinger Shipyards primarily at its shipyard in Amelia Louisiana with delivery of the vessel to $RKLB expected in early 2026." @mvcinvesting on X 2025-07-10 20:39:24 UTC 46.7K followers, 15K engagements
"I think Im going to rip my eyes out if I see one more person say that $OSCR is trading at 4x FCF or has more cash on hand than its market cap. If you want to cover insurance stocks at least understand the particularities behind them. *Not bullish or bearish" @mvcinvesting on X 2025-07-12 13:59:04 UTC 46.7K followers, 151.1K engagements
"JUST IN: $NBIS launched Enhanced Object Storage a new performance-focused storage class designed for high-throughput AI workloads ๐ฅ Its ideal for streaming datasets and model weights to GPU memory as well as for fast checkpointing during training. The new tier offers up to XX GB/s write throughput per client with unlimited capacity. A standard capacity-focused storage class remains available and users can seamlessly transfer data between storage classes within the same service giving teams flexibility to align storage performance with their data strategy" @mvcinvesting on X 2025-07-11 13:08:05 UTC 46.7K followers, 20.8K engagements
"JUST IN: SpaceX is reportedly now valued at $400B following another secondary share sale. ๐ Bullish for $RKLB and $ASTS" @mvcinvesting on X 2025-07-08 18:35:28 UTC 46.7K followers, 56.5K engagements
"๐จ JUST IN: $CRWV is acquiring $CORZ in an all-stock deal valued at $9B. This values $CORZ at $XXXXX a XX% premium over its June XX close of $XXXXX. The acquisition adds around 1.3GW of power capacity and is expected to close in Q4" @mvcinvesting on X 2025-07-07 12:41:15 UTC 46.7K followers, 87K engagements
"@danielkoss_ Absolutely. If it had gone through a traditional IPO we would never have been able to buy it at such an attractive valuation. Thats exactly why I saw it as an asymmetric opportunity" @mvcinvesting on X 2025-07-14 10:09:12 UTC 46.7K followers, XXX engagements
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