# ![@mvcinvesting Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1285902652111499265.png) @mvcinvesting M. V. Cunha

M. V. Cunha hasn't been mentioned in any of the provided social posts or news. The posts seem to be focused on various stocks, including $NBIS, $AMD, $HROW, and $CLPT, discussing their recent developments, partnerships, and financial performances. No information is available about M. V. Cunha.

### Engagements: [------] [#](/creator/twitter::1285902652111499265/interactions)
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- [--] Year [----------] +169%

### Mentions: [--] [#](/creator/twitter::1285902652111499265/posts_active)
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- [--] Week [---] +9.80%
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- [--] Year [-----] +8.30%

### Followers: [------] [#](/creator/twitter::1285902652111499265/followers)
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- [--] Week [------] +0.46%
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- [--] Months [------] +59%
- [--] Year [------] +178%

### CreatorRank: [-------] [#](/creator/twitter::1285902652111499265/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1285902652111499265/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  36.99% [finance](/list/finance)  24.66% [technology brands](/list/technology-brands)  15.07% [countries](/list/countries)  7.53% [travel destinations](/list/travel-destinations)  1.37% [celebrities](/list/celebrities)  1.37% [automotive brands](/list/automotive-brands)  0.68% [cryptocurrencies](/list/cryptocurrencies)  0.68%

**Social topic influence**
[$nbis](/topic/$nbis) #14, [ai](/topic/ai) 10.27%, [$omda](/topic/$omda) #9, [bullish](/topic/bullish) #1863, [in the](/topic/in-the) 8.22%, [market cap](/topic/market-cap) #1876, [stocks](/topic/stocks) 6.85%, [microsoft](/topic/microsoft) #675, [ceo](/topic/ceo) #1875, [$wix](/topic/$wix) #11

**Top accounts mentioned or mentioned by**
[@yilengyao1](/creator/undefined) [@frameworkwisely](/creator/undefined) [@joinyellowbrick](/creator/undefined) [@stockfins](/creator/undefined) [@thephiloinvest](/creator/undefined) [@fc3xbgyllc14276](/creator/undefined) [@anacintra24](/creator/undefined) [@vin11z](/creator/undefined) [@joeytphilly](/creator/undefined) [@bull_manifestor](/creator/undefined) [@alvaromysterio](/creator/undefined) [@dasteeringwheel](/creator/undefined) [@whitefincapital](/creator/undefined) [@mckhristina](/creator/undefined) [@ramy68957604](/creator/undefined) [@movazana](/creator/undefined) [@caesarcapitalz](/creator/undefined) [@bradsferguson](/creator/undefined) [@hypergrowth102](/creator/undefined) [@theraymyers](/creator/undefined)

**Top assets mentioned**
[Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Omada Health, Inc (OMDA)](/topic/$omda) [Microsoft Corp. (MSFT)](/topic/microsoft) [WIX.com Ltd. (WIX)](/topic/$wix) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Iris Energy Limited (IREN)](/topic/$iren) [Pagaya Technologies Ltd. Class A Ordinary Shares (PGY)](/topic/$pgy) [DLocal Limited (DLO)](/topic/$dlo) [CVS Health Corp (CVS)](/topic/cvs) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [Metadium (META)](/topic/$meta) [CoreWeave, Inc (CRWV)](/topic/$crwv) [Cipher Mining Inc. Common Stock (CIFR)](/topic/$cifr) [Novo-Nordisk (NVO)](/topic/$nvo) [Tesla, Inc. (TSLA)](/topic/tesla)
### Top Social Posts
Top posts by engagements in the last [--] hours

"JUST IN: $NBIS is spiking after Bloomberg reported that Microsoft is forecasting data center constraints through [----] longer than previously outlined. 👀 They are literally turning away Azure customers right now due to lack of capacity. BULLISH"  
[X Link](https://x.com/anyuser/status/1976370216352571849)  2025-10-09T19:32Z 84.8K followers, 197.9K engagements


"$WIX's Base44 daily visits continue to reach all-time highs according to Similarweb data"  
[X Link](https://x.com/mvcinvesting/status/2016888229820092745)  2026-01-29T14:56Z 84.8K followers, 62.1K engagements


"What on earth was said on $IREN's call to justify the stock being down another 25% on top of todays 11% drop Yikes"  
[X Link](https://x.com/mvcinvesting/status/2019545597855035637)  2026-02-05T22:56Z 84.8K followers, 486K engagements


"I just published a new article: $NBIS: Expectations for Q4 Results Check the link in my bio it's free to read"  
[X Link](https://x.com/mvcinvesting/status/2021675844192649596)  2026-02-11T20:00Z 84.8K followers, 69.7K engagements


"For anyone freaking out about $NBIS missing revenue estimates heres exactly what I said yesterday. The company is sold out. The miss isnt about execution its about analysts not knowing how to model it"  
[X Link](https://x.com/mvcinvesting/status/2021928361132454308)  2026-02-12T12:44Z 84.8K followers, 58.6K engagements


"In Q4 we saw nearly twice as many transactions for contracts longer than [--] months compared to Q3 while average selling prices increased by more than 50%. We're sold out of Hoppers and those coming up for renewal are being renewed at [--] months or longer with pricing actually nudging up." Marc Boroditsky CRO of $NBIS"  
[X Link](https://x.com/mvcinvesting/status/2021946328733856176)  2026-02-12T13:55Z 84.8K followers, 20.5K engagements


"📽 Here's my FULL INTERVIEW with Roman Chernin Co-Founder and Chief Business Officer of $NBIS. It was a pleasure to chat with Roman about both AI infrastructure as a whole and what differentiates Nebius' approach as well as how the company plans to build a sustainable business model over the long term. Once again I want to thank the entire team for making this happen as well as my audience for all your support throughout my journey. Without you none of this would have been possible. I sincerely hope you enjoy watching this interview as much as I loved recording it. Also available on YouTube."  
[X Link](https://x.com/anyuser/status/1957902894482571636)  2025-08-19T20:30Z 84.8K followers, 620.2K engagements


"$NBIS JUST BROKE ALL-TIME HIGHS AFTER SIGNING A MULTI-BILLION-DOLLAR DEAL WITH MICROSOFT. BOOM. I literally told you we could expect a large contract with a hyperscaler by the end of the summer as soon as Phase [--] of the New Jersey data center was ready. 💆🏻♂"  
[X Link](https://x.com/anyuser/status/1965160595399082485)  2025-09-08T21:09Z 84.8K followers, 184.4K engagements


"JUST IN: Anthropic is projecting $2026B in ARR by [----] up from an expected $9B at the end of this year. 🤯 Friendly reminder: Anthropic runs its observability data on ClickHouse billed on a usage-based model. Long $NBIS. With major customers like Anthropic OpenAI Tesla Meta and other AI leaders it's no surprise ClickHouse has quadrupled its ARR over the past [--] months"  
[X Link](https://x.com/anyuser/status/1978524103985316148)  2025-10-15T18:11Z 84.8K followers, 282.1K engagements


"I just published a new article: $OMDA: Investment Thesis Explained No one is talking about it but I think it could be a great opportunity following the recent IPO lockup-related selling pressure. Disclaimer: I own a position"  
[X Link](https://x.com/mvcinvesting/status/2005344363610534203)  2025-12-28T18:25Z 84.8K followers, 77.4K engagements


"JUST IN: $HROW reaffirmed its FY2025 revenue guidance of $270-280M and highlighted continued execution across its commercial and development programs. Key updates: VEVYE: Recruiting to double U.S. territory coverage from [--] to [---] by Memorial Day supporting market-share expansion into [----] and beyond. IHEEZO: Expanding beyond retina into office-based ophthalmic procedures targeting a 2.5M annual use case market across reimbursed anesthesia-dependent procedures. TRIESENCE: Planning to double the surgical sales force amid improving demand and positive surgeon feedback. OneHarrow: Launched a"  
[X Link](https://x.com/mvcinvesting/status/2018301845626552434)  2026-02-02T12:33Z 84.8K followers, 38.9K engagements


"Not sure if $OMDA is down because of Novo Nordisk but if thats the case it doesnt make much sense. Novo explicitly said the weakness is driven by pricing pressure not unit volume and unit volume is what matters for $OMDA. Opportunity IMO"  
[X Link](https://x.com/mvcinvesting/status/2018749769066188883)  2026-02-03T18:13Z 84.8K followers, 49K engagements


"$PGY's earnings call just finished. Its clear this wasnt the companys best quarter but the market seems to be overreacting. Full Earnings Review with my honest thoughts coming later today"  
[X Link](https://x.com/mvcinvesting/status/2020870357196902529)  2026-02-09T14:40Z 84.8K followers, 28.9K engagements


"Yesterday I didnt have much time to dig into $NBIS' acquisition. Beyond complementing Nebius Token Factory and becoming another critical piece of its full-stack approach its also worth noting that Tavily will continue to operate as a standalone product. This effectively adds a new revenue stream for the company. https://twitter.com/i/web/status/2021554460154102229 https://twitter.com/i/web/status/2021554460154102229"  
[X Link](https://x.com/mvcinvesting/status/2021554460154102229)  2026-02-11T11:58Z 84.8K followers, 49.9K engagements


"Going live in [--] minutes to cover $NBIS' results. Link below"  
[X Link](https://x.com/mvcinvesting/status/2021909214000820549)  2026-02-12T11:28Z 84.8K followers, 16.7K engagements


"🚨 $NBIS Q4 Earnings Report is out. Revenue $227.7M vs. $242.8M est. (+547% YoY) Adj. EBITDA $15M vs. $40.4M est. ARR $1.25B vs. $900M-$1.1B guided 170MW active power vs. 100MW guided Sold out of capacity in Q4 Positive operating cash flow [----] outlook: Reiterated year-end ARR $7-9B Raised contracted power to 3GW [--] data centers (up from [--] now) More details to be announced during the call. https://twitter.com/i/web/status/2021919439118053717 https://twitter.com/i/web/status/2021919439118053717"  
[X Link](https://x.com/mvcinvesting/status/2021919439118053717)  2026-02-12T12:08Z 84.8K followers, 91.7K engagements


"GREAT results from $NBIS. If you read my Earnings Preview from yesterday this is pretty much what I was expecting"  
[X Link](https://x.com/mvcinvesting/status/2021924659881730231)  2026-02-12T12:29Z 84.8K followers, 21.6K engagements


"Important detail from $NBIS' results: The company received over $1.5B in customer prepayments to help fund its capacity expansion. This most likely came from Microsoft and/or Meta"  
[X Link](https://x.com/mvcinvesting/status/2021933211094577163)  2026-02-12T13:03Z 84.8K followers, 37.6K engagements


"We were sold out in Q3 and Q4 and were sold out in Q1 as well. The average contract duration for new cloud customers grew 50% and prices remain stable across previous GPU generations. Arkady Volozh Founder & CEO of $NBIS"  
[X Link](https://x.com/mvcinvesting/status/2021934694036856933)  2026-02-12T13:09Z 84.8K followers, 28.7K engagements


"The majority of our CapEx guidance (60% or more) will be financed by the cash weve received and will continue to receive in [----] from the favorable terms of our long-term contracts. Were talking about significant amounts of cash. Ophir Nave COO of $NBIS 🤯"  
[X Link](https://x.com/mvcinvesting/status/2021940228169269433)  2026-02-12T13:31Z 84.8K followers, 21.4K engagements


"🚨 $NBIS' COO just confirmed the company still owns a 25% stake in ClickHouse"  
[X Link](https://x.com/mvcinvesting/status/2021942017375551629)  2026-02-12T13:38Z 84.8K followers, 41.9K engagements


"@AnaCintra24 I really appreciate it 🙌🏻"  
[X Link](https://x.com/mvcinvesting/status/2022256927489548752)  2026-02-13T10:29Z 84.8K followers, [---] engagements


"$HROW keeps breaking new highs. Ive been pounding the table on this one for months. The stock is up 90% from the post-Q3 results after-hours lows less than two months ago a move I called a tremendous overreaction at the time. Despite the rally its still VERY cheap"  
[X Link](https://x.com/mvcinvesting/status/2008258797345927251)  2026-01-05T19:26Z 84.8K followers, 32.7K engagements


"B. Riley reiterates its Buy rating and $74 Price Target on $HROW 🟢 After meeting with management the firm published a very bullish note: "VEVYE prescription volume data for January [----] showed 23% sequential monthly growth in new prescriptions (NRx) and 6% growth in total prescriptions (TRx) compared to December [----]. This growth reflects early benefits from CVS Caremark Tier [--] preferred formulary status effective January [--] [----] with competitor Xiidra excluded. The outperformance of NRx versus TRx suggests improved new patient acquisition likely resulting from CVS Caremarks proactive"  
[X Link](https://x.com/mvcinvesting/status/2019073035181945112)  2026-02-04T15:38Z 84.8K followers, 15.8K engagements


"🚨 JUST IN: $AMZN guides for [----] CapEx of $200B vs. $146B expected. 🤯 https://twitter.com/i/web/status/2019517654009082009 https://twitter.com/i/web/status/2019517654009082009"  
[X Link](https://x.com/mvcinvesting/status/2019517654009082009)  2026-02-05T21:05Z 84.8K followers, 90.1K engagements


"$HIMS is a good case study in why you should never become emotionally attached to a stock. Always stay open-minded and be willing to change your thesis when the facts change. And just as important dont let certain accounts here brainwash you into ignoring the warning signs"  
[X Link](https://x.com/mvcinvesting/status/2020171334492520474)  2026-02-07T16:22Z 84.8K followers, 136.2K engagements


"🚨 $PGY Q4 Earnings Report is out. Revenue $335M vs. $349.5M est. 🔴 Adj. EBITDA $98M vs. $105.5M est. 🔴 Non-GAAP EPS $0.80 vs. $0.77 est. 🟢 GAAP Net Income $34M vs. $25-35M guided 🟢 Network Volume of $2.7B [----] outlook: Revenue of $1.4-1.575B vs. $1.519B est. 🟡 Adj. EBITDA of $410-460M vs. $448.4M est. 🟡 GAAP Net Income of $100-150M (23-85% growth) 🟢 Network Volume of $12.25-13B Q1 outlook: Revenue of $315-335M vs. $344M est. 🔴 Adj. EBITDA of $80-95M vs. $105.5M est. 🔴 GAAP Net Income of $15-35M 🟢 Network Volume of $2.5-2.7B https://twitter.com/i/web/status/2020833188667424993"  
[X Link](https://x.com/mvcinvesting/status/2020833188667424993)  2026-02-09T12:12Z 84.8K followers, 105.6K engagements


"Once again misleading his followers. In the first half of [----] alone $HIMS generated $420M in GLP-1 revenue. We dont know the Q3 number because the company stopped reporting it but the vast majority of weight-loss revenue does come from GLP-1s. Source: Q2 10-Q filing $HIMS management guided for $750M weight loss revenue in FY2025. Vast majority of revenue from oral solution and liraglutide. $HIMS management guided for $750M weight loss revenue in FY2025. Vast majority of revenue from oral solution and liraglutide"  
[X Link](https://x.com/mvcinvesting/status/2020889553330921811)  2026-02-09T15:56Z 84.8K followers, 86.6K engagements


"https://www.youtube.com/watchv=a996XSM1TV4 https://www.youtube.com/watchv=a996XSM1TV4"  
[X Link](https://x.com/mvcinvesting/status/2021909215946977653)  2026-02-12T11:28Z 84.8K followers, 18.9K engagements


"$NBIS' [----] guidance: Year-end ARR of $7-9B Revenue of $3-3.4B Adj. EBITDA margin of 40% CapEx of $16-20B We have already secured 60% of the capital needed for this range"  
[X Link](https://x.com/mvcinvesting/status/2021937677583720852)  2026-02-12T13:21Z 84.8K followers, 16.2K engagements


"As of today we havent used our ATM program at all. We dont have any concrete plans to use it in the near future. Its simply another tool in our toolbox that we can use when it makes the most sense for the business. Ophir Nave COO of $NBIS"  
[X Link](https://x.com/mvcinvesting/status/2021941510355222845)  2026-02-12T13:36Z 84.8K followers, 21.8K engagements


"Were very pleased with the progress in New Jersey. The first tranche was delivered on time to Microsoft and were on track to deliver the remaining commitments on time as well. We believe our partner has secured the necessary components in the supply chain and theyre working extremely hard to get everything in place. We also have some buffer in our timelines as all projects can experience some fluctuation. Andrey Korolenko Head of Infrastructure of $NBIS https://twitter.com/i/web/status/2021943730664611852 https://twitter.com/i/web/status/2021943730664611852"  
[X Link](https://x.com/mvcinvesting/status/2021943730664611852)  2026-02-12T13:45Z 84.8K followers, 13K engagements


"7. UiPath $PATH Down 84% from its 5-year high $PATH's mission is to simplify work by harnessing the power of automation and AI to enable businesses to operate more efficiently. With its robust Robotic Process Automation (RPA) platform $PATH helps organizations optimize workflows reduce costs and enhance productivity through seamless integration and user-friendly tools. While UiPath has faced challenges such as inconsistent execution and increasing competition I believe $PATH remains a key player in the expanding RPA sector. The companys efforts to decentralize operations refine sales"  
[X Link](https://x.com/mvcinvesting/status/1862268946130292805)  2024-11-28T22:54Z 84.7K followers, [----] engagements


"8. IHS Holding $IHS Down 82% from its 5-year high $IHS provides mission-critical communications infrastructure facilitating mobile coverage across [--] markets with a combined population of 780M people. Similar to $AMT and $CCI $IHS focuses on owning and operating telecom towers but with a unique emphasis on emerging markets particularly in Africa with Nigeria as its largest market along with a growing presence in Brazil. Despite strong operational execution including expanding its tower portfolio and penetrating key markets $IHS stock has suffered a sharp decline over the past few years"  
[X Link](https://x.com/mvcinvesting/status/1862268950110736788)  2024-11-28T22:54Z 84.7K followers, [----] 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"  
[X Link](https://x.com/mvcinvesting/status/1932881381027426794)  2025-06-11T19:23Z 84.8K followers, 180.7K 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 [----] $TBBB pioneered the hard discount model in Mexico and has grown into a national powerhouse with over [----] stores and [--] distribution centers. The strategy is simple yet powerful: a curated assortment of [---] high-rotation SKUs (branded private label and rotating spot deals) lean"  
[X Link](https://x.com/mvcinvesting/status/1940458144490004961)  2025-07-02T17:10Z 84.8K followers, 22.4K 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"  
[X Link](https://x.com/mvcinvesting/status/1940853994735509845)  2025-07-03T19:23Z 84.8K followers, 63.1K engagements


"I just initiated a brand-new position. 👀 More updates to come soon"  
[X Link](https://x.com/mvcinvesting/status/1955336058930933881)  2025-08-12T18:30Z 84.6K followers, 157.1K engagements


"If you had to go all-in on one stock and hold it for the next [--] months which would you choose Catch: it has to be under a $3B market cap"  
[X Link](https://x.com/mvcinvesting/status/1959953504274890811)  2025-08-25T12:18Z 84.8K followers, 228.9K engagements


"Scary $OCTO is up over 4000% after announcing two things: [--]. It will become the worlds first Worldcoin (WLD) treasury company. [--]. $BMNR from Tom Lee bought 13.7M shares at $1.47. That means Tom Lee multiplied his investment by 40x in a single day. This is NOT normal"  
[X Link](https://x.com/anyuser/status/1965100279785029871)  2025-09-08T17:09Z 84.8K followers, 348.6K engagements


"JUST IN: $NBIS announces multi-billion dollar agreement with Microsoft for AI infrastructure. 🔥 Under this multi-year agreement $NBIS will deliver dedicated capacity toMicrosoft from its new data center inVineland New Jersey starting later this year. Arkady Volozh Founder and CEO ofNebius said: Nebius core AIcloud business serving customers from AIstartups toenterprises isperforming exceptionally well. Wehave also said that inaddition toour core business weexpect tosecure significant long-term committed contracts with leading AIlabs and big tech companies. Im happy toannounce the first"  
[X Link](https://x.com/anyuser/status/1965159293197713849)  2025-09-08T21:04Z 84.8K followers, 877.1K engagements


"I have no words. $NBIS just crossed $100/share. More than the money the feeling of seeing our research pay off is truly priceless. Thank you all for the kind DMs and support 🙏🏻"  
[X Link](https://x.com/anyuser/status/1965165068414582999)  2025-09-08T21:27Z 84.8K followers, 517.9K engagements


"$NBIS We crossed $130/share fam. Officially a 5-bagger here. ✅"  
[X Link](https://x.com/anyuser/status/1974145703892148562)  2025-10-03T16:13Z 84.8K followers, 63.7K engagements


"JUST IN: $CLPT announces promising results from a brain tumor laser therapy study to be presented at the CNS Annual Meeting in Los Angeles. The company reported findings from a Phase I-II clinical study conducted at Skne University Hospital in Lund Sweden evaluating the ClearPoint Prism Neuro Laser Therapy System for safety feasibility and efficacy. The study included [--] patients (ages 1880) with primary or recurrent glioblastoma and Grade [--] astrocytoma two of the most aggressive and difficult-to-treat brain tumors. Key findings: - Improved survival compared to matched open-surgery controls -"  
[X Link](https://x.com/mvcinvesting/status/1975675070644183174)  2025-10-07T21:30Z 84.6K followers, 31.5K engagements


"JUST IN: $PYPL signs deal with OpenAI to become the first payments wallet integrated into ChatGPT. Starting in [----] $PYPL users will be able to shop and check out directly within ChatGPT while merchants will be able to list and sell their products through the platform. The stock is up 15%"  
[X Link](https://x.com/mvcinvesting/status/1983119367110893624)  2025-10-28T10:31Z 84.8K followers, 78.8K engagements


"Yikes. 😳 $FI is down nearly 40% after a major miss across the board and a 16% cut to EPS guidance. You dont see that kind of drop in a large cap every day"  
[X Link](https://x.com/mvcinvesting/status/1983512141597450746)  2025-10-29T12:32Z 84.6K followers, 235.5K engagements


"$NBIS is a hyperscaler in the making"  
[X Link](https://x.com/mvcinvesting/status/1986044355321418223)  2025-11-05T12:14Z 84.8K followers, 87.2K engagements


"DA Davidson raised its Price Target on $NBIS from $125 to $150 and keeps a Buy rating 🟢 This follows the firm's meeting with $NBIS' management yesterday during the opening of its first UK data center"  
[X Link](https://x.com/mvcinvesting/status/1986809285561421877)  2025-11-07T14:53Z 84.8K followers, 103K engagements


"Citizens initiated coverage on $NBIS with an Outperform rating and a $175 Price Target 🟢"  
[X Link](https://x.com/mvcinvesting/status/1991078862252384314)  2025-11-19T09:39Z 84.8K followers, 209.5K engagements


"$RKLB just received C$1M in R&D funding from the Canadian Space Agency to develop a next-generation reaction wheel for medium-class satellites. Rocket Lab will design build and qualify a new reaction wheel with a minimum angular momentum capacity of [--] Nms aimed at 500-1000 kg satellites operating in LEO and beyond"  
[X Link](https://x.com/mvcinvesting/status/1998397132127019492)  2025-12-09T14:19Z 84.6K followers, 150.6K engagements


"$NBIS Avride is expanding its partnership with Grubhub to Salisbury University with the rollout scheduled for January bringing its delivery robots to another U.S. college campus. ✔ Its a small one (8k students) but its still encouraging to see continued adoption"  
[X Link](https://x.com/mvcinvesting/status/2000339015128813761)  2025-12-14T22:56Z 84.8K followers, 69.4K engagements


"Black Forest Labs one of $NBIS' customers has just released its highest-quality model to date. FLUX.2 max is built for product marketing filmmaking e-commerce and other creative workflows. Some of its customers include Adobe Canva Meta Microsoft and Deutsche Telekom. Notably Adobe and Canva are also investors alongside other well-known names such as Figma Salesforce and Nvidia. The companys most recent funding round closed just a few weeks ago at a $3B valuation (raised $300M). https://twitter.com/i/web/status/2001008144420344230 https://twitter.com/i/web/status/2001008144420344230"  
[X Link](https://x.com/mvcinvesting/status/2001008144420344230)  2025-12-16T19:14Z 84.8K followers, 42.5K engagements


"I just published a new article. Portfolio Update: Recap of [----] I finished the year +98.1% even with a meaningful EUR/USD headwind. ✅ This recap is completely free and breaks down the reasoning behind every single transaction I made. No bullshit full transparency"  
[X Link](https://x.com/mvcinvesting/status/2007198962336571896)  2026-01-02T21:14Z 84.8K followers, 40.6K engagements


"Is it finally time to take a look at beaten-down software stocks I think I may have found a compelling opportunity but Im still doing research. What names are you following"  
[X Link](https://x.com/mvcinvesting/status/2008272969081253969)  2026-01-05T20:22Z 84.8K followers, 123.1K engagements


"I take back my apologies. Theres no screenshot curse with $NBIS. First triple-digit close of the year confirmed. 🫡"  
[X Link](https://x.com/mvcinvesting/status/2008645273858551898)  2026-01-06T21:02Z 84.8K followers, 32.6K engagements


"No one guessed it correctly. My next article is about this company. Im getting pretty excited about it but its still too early to draw firm conclusions. Is it finally time to take a look at beaten-down software stocks I think I may have found a compelling opportunity but Im still doing research. What names are you following Is it finally time to take a look at beaten-down software stocks I think I may have found a compelling opportunity but Im still doing research. What names are you following"  
[X Link](https://x.com/mvcinvesting/status/2008909823614603334)  2026-01-07T14:33Z 84.8K followers, 58.8K engagements


"JUST IN: $OMDA announces preliminary Q4 results. Revenue of $72-74M vs. $69M est. 🟢 Total members at 886k up 55% YoY Both metrics accelerated further from Q3 exactly as I predicted in my recent article. The company expects to report final results on March [--] after market close. https://twitter.com/i/web/status/2010722247586009239 https://twitter.com/i/web/status/2010722247586009239"  
[X Link](https://x.com/mvcinvesting/status/2010722247586009239)  2026-01-12T14:35Z 84.8K followers, 54.7K engagements


"For those asking why $OMDA is going down after strong preliminary results: I have no idea. The price action is weird but its undeniable how cheap the stock is. Cant wait to see the margin improvements and the [----] guidance. JUST IN: $OMDA announces preliminary Q4 results. Revenue of $72-74M vs. $69M est. 🟢 Total members at 886k up 55% YoY Both metrics accelerated further from Q3 exactly as I predicted in my recent article. The company expects to report final results on March [--] after market https://t.co/aEAMtPBa14 JUST IN: $OMDA announces preliminary Q4 results. Revenue of $72-74M vs. $69M"  
[X Link](https://x.com/mvcinvesting/status/2010742051684700270)  2026-01-12T15:53Z 84.8K followers, 33.7K engagements


"🚨 VERY bullish news for AI infrastructure stocks. Mark Zuckerberg just announced a new top-level initiative called Meta Compute. $META plans to build "tens of GWs this decade and hundreds of GWs or more over time." I wouldnt be surprised to see another contract with $NBIS"  
[X Link](https://x.com/mvcinvesting/status/2010784834160099513)  2026-01-12T18:43Z 84.8K followers, 186K engagements


"Canaccord Genuity has reiterated its Buy rating and $28 Price Target on $OMDA following the companys preliminary Q4 results. 🟢 This implies 74% upside from yesterdays close"  
[X Link](https://x.com/mvcinvesting/status/2011072952222302237)  2026-01-13T13:48Z 84.8K followers, 24.8K engagements


"$NBIS $CRWV $IREN $CIFR Another bullish signal for AI infrastructure stocks: H100 rental prices continue to rebound from November lows and are now at an 8-month high. This pushes back against the bear case that older GPUs would quickly become obsolete as newer generations emerge. Each chip eventually finds its place in the hierarchy of workloads. AI adoption will only accelerate from here across both lighter and heavier workloads and performance per dollar matters. h/t @matthew_sigel https://twitter.com/i/web/status/2011226433604239492 https://twitter.com/i/web/status/2011226433604239492"  
[X Link](https://x.com/mvcinvesting/status/2011226433604239492)  2026-01-13T23:58Z 84.5K followers, 175.1K engagements


"Key insights from Pedro Arnt CEO of $DLO at the Punta Tech Meetup conference: 🧐 1) Pedro does not expect a meaningful deceleration in TPV growth in [----]. We still manage the business to try to sustain very high levels of TPV growth in line with what we saw in [----]. 2) $DLO is prioritizing the expansion of its BNPL solution this year. The company may disclose the size and take rate of the BNPL business toward the end of the year provided it reaches sufficient scale. It would signal to the market our ability to launch higher take-rate revenue streams. 3) Doubling down on Asia: Management aims"  
[X Link](https://x.com/mvcinvesting/status/2011771035599687983)  2026-01-15T12:02Z 84.6K followers, 26.7K engagements


"Credible rumors suggest that $NBIS' ClickHouse is raising capital at a $15B valuation. Thats up from $6.35B less than eight months ago. Ive said from the start that ClickHouse is the most exciting non-core asset $NBIS owns one of the hottest AI startups out there. Prior to the last funding round $NBIS owned 28% of the company. It did participate in that round but my assumption is that the stake has been diluted since then. After this new raise it would be great if ownership is still at or above 20%. An IPO in [----] or [----] would be a great catalyst for $NBIS. Note: Not yet confirmed."  
[X Link](https://x.com/mvcinvesting/status/2011794322274893935)  2026-01-15T13:35Z 84.5K followers, 59.5K engagements


"Heres a small-cap no one is talking about: $OMDA - B2B2C model with low CAC - $930M market cap - $200M cash [--] debt - Revenue growth accelerated from 38% in [----] to 50%+ in [----] - Catalysts in [----] - Meaningful operating leverage ahead - EV/Sales [--] - Inflection point - FCF+"  
[X Link](https://x.com/mvcinvesting/status/2011859088301334850)  2026-01-15T17:52Z 84.8K followers, 122K engagements


"@vin11z Yes there is. Heres my full Deep Dive: https://mvcinvesting.substack.com/p/omada-health-omda-investment-thesis https://mvcinvesting.substack.com/p/omada-health-omda-investment-thesis"  
[X Link](https://x.com/mvcinvesting/status/2011860394302648544)  2026-01-15T17:57Z 84.8K followers, [----] engagements


"@mc_khristina Thanks a lot for your support 🙏🏻"  
[X Link](https://x.com/mvcinvesting/status/2011865377383596191)  2026-01-15T18:17Z 84.7K followers, [----] engagements


"@Ramy68957604 @mc_khristina None of those companies are similar to $OMDA. Read my article if you want to understand the thesis"  
[X Link](https://x.com/mvcinvesting/status/2011870524004004024)  2026-01-15T18:38Z 84.8K followers, [---] engagements


"Yesterday I started a new position. Most people will probably call me crazy but thats exactly where the opportunity lies. A truly asymmetric setup. Ill share it publicly in due time as I'm still accumulating slowly. Deep Dive was shared with subscribers three days ago"  
[X Link](https://x.com/mvcinvesting/status/2011909824208937074)  2026-01-15T21:14Z 84.8K followers, 156.9K engagements


"@Movazana Cigna owns a 6% stake in $OMDA so I think interests are aligned. But yes that was one of the risks I mentioned in my Deep Dive (free to read link in bio)"  
[X Link](https://x.com/mvcinvesting/status/2011913738857648154)  2026-01-15T21:29Z 84.8K followers, [----] engagements


"Increased GLP-1 adoption is a direct tailwind for $OMDA. Analyst estimates remain far too conservative and thats where the alpha is. Some health insurers are now requiring patients to enroll in $OMDA's programs as a condition for GLP-1 coverage given the cost savings from better adherence and outcomes. Thats the beauty of the B2B2C model: extremely low CAC which solves one of the two most persistent challenges in the sector (retention is the other). $OMDA is also preparing to enter the prescribing workflow adding another lever to the model that according to management should be accretive to"  
[X Link](https://x.com/mvcinvesting/status/2012153745333739633)  2026-01-16T13:23Z 84.8K followers, 33.5K engagements


"@CaesarCapitalz I started a position in $OMDA last month. My Deep Dive was published on December [--] and is free to read"  
[X Link](https://x.com/mvcinvesting/status/2012168695854858314)  2026-01-16T14:22Z 84.8K followers, [----] engagements


"🚨 JUST IN: ClickHouse has raised $400M at a $15B valuation up from $6.35B in May [----]. VERY bullish for $NBIS. - ARR now at several hundred million dollars - Not yet ready to go public management wants to improve several things first - Over half of revenue comes from outside North America - Acquiring Germanys Langfuse GmbH the startup behind an open-source product that helps ensure AI systems produce accurate and safe results I mentioned rumors about this yesterday. https://twitter.com/i/web/status/2012171316074287526 https://twitter.com/i/web/status/2012171316074287526"  
[X Link](https://x.com/mvcinvesting/status/2012171316074287526)  2026-01-16T14:33Z 84.6K followers, 87.1K engagements


"$OMDA seems to be ready for a breakout. I cant wait to see the [----] guidance"  
[X Link](https://x.com/mvcinvesting/status/2012238287583228366)  2026-01-16T18:59Z 84.8K followers, 29.7K engagements


"GLP-1 adoption is booming in the U.S. At the same time starting in January [----] more insurers require enrollment in Omada to access GLP-1 coverage a clear tailwind for $OMDA. Yet analysts model growth slowing from 50% in [----] to 22% this year. I smell alpha"  
[X Link](https://x.com/mvcinvesting/status/2014667304072577077)  2026-01-23T11:51Z 84.8K followers, 69K engagements


"Here comes the breakout for $OMDA. GLP-1 adoption is booming in the U.S. At the same time starting in January [----] more insurers require enrollment in Omada to access GLP-1 coverage a clear tailwind for $OMDA. Yet analysts model growth slowing from 50% in [----] to 22% this year. I smell alpha. GLP-1 adoption is booming in the U.S. At the same time starting in January [----] more insurers require enrollment in Omada to access GLP-1 coverage a clear tailwind for $OMDA. Yet analysts model growth slowing from 50% in [----] to 22% this year. I smell alpha"  
[X Link](https://x.com/mvcinvesting/status/2014726478521393592)  2026-01-23T15:46Z 84.8K followers, 39.7K engagements


"My new position is $WIX. This might be controversial but I think its one of the most asymmetric opportunities in the market right now. When you buy $WIX youre effectively buying two businesses: Wix and Base44 and that changes the story. Heres a summary of the thesis: 👇🏻 For less than $5B youre buying. 1) The core Wix business It generates $600M in annual FCF with 30% margins and theres still room for additional operating leverage. Many investors believe Vibe Coding will disrupt Wix. I think that view misses a key point: Wix is deeply embedded across millions of SMBs and most of these are"  
[X Link](https://x.com/mvcinvesting/status/2015811031130313167)  2026-01-26T15:36Z 84.8K followers, 180.1K engagements


"$OMDA being dragged down by $UNH looks like a great buying opportunity to me"  
[X Link](https://x.com/mvcinvesting/status/2016171844995367204)  2026-01-27T15:30Z 84.8K followers, 27.9K engagements


"📅 $DLO will report its Q4 [----] results on March [--] after the market close"  
[X Link](https://x.com/mvcinvesting/status/2016240909562663391)  2026-01-27T20:04Z 84.6K followers, 16.2K engagements


"🚨 JUST IN: $WIX is up 6% pre-market after announcing a $2B share repurchase program over the next two years. As I predicted. but even more aggressive. For context: $WIX's market cap is only $5B. 🤯 The program also allows the company to repurchase its convertible notes but I suspect that only happens if the stock moves above the conversion price ($200). These notes carry a 0% interest rate so theres no real urgency to retire them. All in all at current prices $WIX can repurchase at least 20% and up to 40% of its shares over the next two years. Even after accounting for the typically high SBC"  
[X Link](https://x.com/mvcinvesting/status/2016454421660455320)  2026-01-28T10:12Z 84.6K followers, 69.9K engagements


"🚨 JUST IN: Base44 will air its first Super Bowl ad on February [--]. 🔥 $WIX had already announced its return to the Super Bowl after six years to promote its new Wix Harmony product and now Base44 is also confirmed to be there. Great news My new position is $WIX. This might be controversial but I think its one of the most asymmetric opportunities in the market right now. When you buy $WIX youre effectively buying two businesses: Wix and Base44 and that changes the story. Heres a summary of the thesis: 👇🏻 https://t.co/94qUxFSqzr My new position is $WIX. This might be controversial but I think"  
[X Link](https://x.com/mvcinvesting/status/2016529449609482543)  2026-01-28T15:11Z 84.6K followers, 64.5K engagements


"$RKLB successfully completed its 81st Electron mission. ✅"  
[X Link](https://x.com/mvcinvesting/status/2017060169092321388)  2026-01-30T02:19Z 84.6K followers, 30.7K engagements


"🚨 $NBIS will report its Q4 [----] results on February [--] before the market open"  
[X Link](https://x.com/mvcinvesting/status/2017351583537758416)  2026-01-30T21:37Z 84.6K followers, 79.5K engagements


"JUST IN: $NBIS filed a building permit in Birmingham Alabama 👀 Some investors were concerned because the City of Birmingham is considering a six-month temporary suspension on new data centers. Even if approved permits already filed and under review are typically grandfathered allowing them to proceed under existing rules. h/t @wealthlabhq https://twitter.com/i/web/status/2017926983326351386 https://twitter.com/i/web/status/2017926983326351386"  
[X Link](https://x.com/mvcinvesting/status/2017926983326351386)  2026-02-01T11:44Z 84.8K followers, 115.6K engagements


"$WIX Another all-time high for Base44s daily visits. From 428.5k on January [--] to 482.8k on January [--]. $WIX's Base44 daily visits continue to reach all-time highs according to Similarweb data. https://t.co/Cfcwq76Ex3 $WIX's Base44 daily visits continue to reach all-time highs according to Similarweb data. https://t.co/Cfcwq76Ex3"  
[X Link](https://x.com/mvcinvesting/status/2017952700835483803)  2026-02-01T13:26Z 84.8K followers, 40.9K engagements


"One year ago $NBIS was extremely cheap because the market was discounting execution risk. We were relying on year-end ARR targets and many were skeptical. Today the same thing is happening. This is a team that prefers to work behind the scenes let them cook"  
[X Link](https://x.com/mvcinvesting/status/2017978443682464118)  2026-02-01T15:08Z 84.6K followers, 46.7K engagements


"@elonmusk @Starlink We urgently ask for Starlinks help. Portugal has been hit hard by a severe storm and conditions are expected to worsen over the next two weeks. Thousands of families are without power water or communications. Entire communities are cut off. 🙏🏻 @elonmusk @gwynne_shotwell @SpaceX @mayemusk Could you and the SpaceX team please prioritize kit deliveries and activations to Portugal right now to help during recovery Portugal was hit hard by Storm Kristin. Currently thousands still without power mobile networks or @elonmusk @gwynne_shotwell @SpaceX @mayemusk Could you and the"  
[X Link](https://x.com/mvcinvesting/status/2018079153686262096)  2026-02-01T21:48Z 84.5K followers, 55.1K engagements


"JUST IN: Base44 launched a feature that lets users publish apps directly to the Google Play Store and Apple App Store 🔥 This was the most requested feature from users and a major milestone for the platform. Long $WIX. https://x.com/MS_BASE44/status/2018343263351247051/video/1 https://x.com/MS_BASE44/status/2018343263351247051/video/1"  
[X Link](https://x.com/mvcinvesting/status/2018344822839349498)  2026-02-02T15:24Z 84.8K followers, 27.3K engagements


"🚨 $NBIS is hiring a Data Center IT Manager for a colocation facility in Bthune France. So far the only confirmed colocation in France is in Paris. That suggests $NBIS may be preparing to expand its French footprint. 👀 The only data center project I could find in Bthune is being developed by Azur Datacenter. According to multiple regional press reports the facility is expected to go live in early [----]. Given the [-----] m building size I believe the site could support tens of MWs of compute capacity. Still speculative for now. https://twitter.com/i/web/status/2018390659150017002"  
[X Link](https://x.com/mvcinvesting/status/2018390659150017002)  2026-02-02T18:26Z 84.8K followers, 53.7K engagements


"Fun fact: $WIX's Chief Marketing Officer who's been at the company for over [--] years revealed on The 20VC Show that it took him just twelve days after acquiring Base44 to decide to run a Super Bowl ad. He also reassigned [--] experienced Wix marketing employees to Base44 to get the product flying. 🚨 JUST IN: Base44 will air its first Super Bowl ad on February [--]. 🔥 $WIX had already announced its return to the Super Bowl after six years to promote its new Wix Harmony product and now Base44 is also confirmed to be there. Great news https://t.co/qr83JWPZpc 🚨 JUST IN: Base44 will air its first"  
[X Link](https://x.com/mvcinvesting/status/2018415879600370129)  2026-02-02T20:07Z 84.8K followers, 33.6K engagements


"$PLTR's execution has been absolutely mind-blowing. Valuation aside it's hard not to respect what they're doing. Congrats to the bulls 👏🏻"  
[X Link](https://x.com/mvcinvesting/status/2018439291794293191)  2026-02-02T21:40Z 84.6K followers, 27.5K engagements


"$NBIS Avride has officially expanded to Salisbury University. The initial fleet consists of [--] delivery robots reflecting the relatively small size of the campus. $NBIS Avride is expanding its partnership with Grubhub to Salisbury University with the rollout scheduled for January bringing its delivery robots to another U.S. college campus. ✔ Its a small one (8k students) but its still encouraging to see continued adoption. https://t.co/KNeTneqtjH $NBIS Avride is expanding its partnership with Grubhub to Salisbury University with the rollout scheduled for January bringing its delivery robots"  
[X Link](https://x.com/mvcinvesting/status/2018475822882103348)  2026-02-03T00:05Z 84.7K followers, 35.2K engagements


"🚨 Looks like $NBIS could be planning two new colocation facilities in the U.S. The company just opened two Data Center IT Manager roles one in Minneapolis and one in Oklahoma both mentioning: "On-site work at colocation facilities." Not confirmed yet"  
[X Link](https://x.com/mvcinvesting/status/2018619348051747064)  2026-02-03T09:35Z 84.8K followers, 80.2K engagements


"There are only three certainties in life: Death taxes and PainPal. $PYPL"  
[X Link](https://x.com/mvcinvesting/status/2018662988572692805)  2026-02-03T12:28Z 84.8K followers, 45.2K engagements


"JUST IN: $DLO partners with DHL Express Brazil to automate Pix payments and accelerate parcel release. In logistics speed and visibility are critical. By partnering with $DLO DHL Express Brazil embedded Pix into its checkout removing manual payment confirmation steps such as bank reconciliation and payment receipt requests. Payments are automatically reconciled and confirmed directly within their CRM allowing operations teams to release parcels within minutes instead of hours reducing friction between finance and logistics teams and lowering the risk of returns caused by delayed confirmation."  
[X Link](https://x.com/mvcinvesting/status/2018711289401340306)  2026-02-03T15:40Z 84.7K followers, 18.4K engagements


"Im three weeks into owning a SaaS position. Already emotionally damaged"  
[X Link](https://x.com/mvcinvesting/status/2018714950907125929)  2026-02-03T15:55Z 84.8K followers, 124.5K engagements


"Just kidding. Im having so much fun that I decided to buy more. Im three weeks into owning a SaaS position. Already emotionally damaged. Im three weeks into owning a SaaS position. Already emotionally damaged"  
[X Link](https://x.com/mvcinvesting/status/2018737889090379963)  2026-02-03T17:26Z 84.8K followers, 52.8K engagements


"$OMDA should be up 10%+ today after $LLY's great quarter. Mounjaro: $7.41B vs. $6.7B est. (+110% YoY) Zepbound: $4.26B vs. $3.8B est. (+123% YoY) Lets see if Mr. Market agrees. Not sure if $OMDA is down because of Novo Nordisk but if thats the case it doesnt make much sense. Novo explicitly said the weakness is driven by pricing pressure not unit volume and unit volume is what matters for $OMDA. Opportunity IMO. Not sure if $OMDA is down because of Novo Nordisk but if thats the case it doesnt make much sense. Novo explicitly said the weakness is driven by pricing pressure not unit volume and"  
[X Link](https://x.com/mvcinvesting/status/2019029165500989502)  2026-02-04T12:43Z 84.8K followers, 28.3K engagements


"🚨 JUST IN: $GOOGL guides for [----] CapEx of $175-185B vs. $119.5B expected. Extremely bullish for AI infrastructure stocks. $NBIS $CRWV $IREN $CIFR https://twitter.com/i/web/status/2019156197950079347 https://twitter.com/i/web/status/2019156197950079347"  
[X Link](https://x.com/mvcinvesting/status/2019156197950079347)  2026-02-04T21:08Z 84.8K followers, 86.5K engagements


"$GOOGL CEO Sundar Pichai on Google Cloud: "We're winning more new customers faster. We exited the year with double the new customer velocity compared to Q1.""  
[X Link](https://x.com/mvcinvesting/status/2019164913034301488)  2026-02-04T21:43Z 84.8K followers, 20.3K engagements


"$GOOGL CEO Sundar Pichai on AI demand: "The demand we're seeing across the board is exceptionally strong. I expect to go through the year in a supply-constrained way"  
[X Link](https://x.com/mvcinvesting/status/2019171506211750080)  2026-02-04T22:09Z 84.8K followers, 27.7K engagements


"🚨 $NBIS officially reveals its project to build a large data center in Independence Missouri. - Capacity of up to [---] GW - No increase to residential power rates - Annual water use of an average restaurant - Noise-minimizing technology - [---] MW of power expected by H2 [----] Anticipated timeline*: Dec 2025: $NBIS acquired land Jan 2026: Community open house Jan 2026: City council study session Feb-Mar 2026: Anticipated city council hearings Feb-Mar 2026: Ongoing community engagement Q2 2026-2029+: Site construction and capacity online *Future dates subject to change"  
[X Link](https://x.com/mvcinvesting/status/2019371986929983864)  2026-02-05T11:26Z 84.8K followers, 129.9K engagements


"🚨 JUST IN: $HIMS launches copy of Wegovy pill at an introductory price of $49/month. Yikes I know most people will call this bullish but I dont share that view. The litigation risk is now higher than ever. Also the fact that the company continues to double down on this fight makes it clear that they need GLP-1s to keep growing at a fast pace. I could always be wrong Im just respectfully sharing my opinion after getting a few DMs asking for it. https://twitter.com/i/web/status/2019410918543671298 https://twitter.com/i/web/status/2019410918543671298"  
[X Link](https://x.com/mvcinvesting/status/2019410918543671298)  2026-02-05T14:00Z 84.8K followers, 234.4K engagements


"Heres some additional context: $HIMS is allegedly not infringing $NVO's patent because it isnt using SNAC technology the mechanism that enables oral absorption of semaglutide. But without SNAC the drug shouldnt work. So what exactly are people paying $49/month for $HIMS claims the pill is formulated to protect the active ingredient during digestion and support absorption using a different method. $NVO's CEO said people would be wasting $49 because the compound wont be absorbed. 🚨 JUST IN: $HIMS launches copy of Wegovy pill at an introductory price of $49/month. Yikes I know most people will"  
[X Link](https://x.com/mvcinvesting/status/2019425769089388991)  2026-02-05T14:59Z 84.8K followers, 86.6K engagements


"As expected $NVO just announced its taking legal and regulatory action against $HIMS. This is another example of $HIMS' historic behaviour of duping the American public with knock-off GLP-1 products and the FDA has previously warned them about their deceptive advertising of GLP-1 knock-offs. Only Novo Nordisk manufactures an FDA-approvedWegovy pill formulated with SNAC technology which facilitatessemaglutide absorption when administered orally. The Wegovy pill is available in all doses in full supply nationwide in the US. Compounded semaglutide is not approved by the FDA and may contain"  
[X Link](https://x.com/mvcinvesting/status/2019447208106467755)  2026-02-05T16:25Z 84.8K followers, 53.2K engagements


"Today Anthropic released its new model Claude Opus [---]. Just minutes later Base44 had already integrated it into its platform. $WIX is down 5% as these kinds of updates continue to pressure SaaS stocks but Im not worried at all"  
[X Link](https://x.com/mvcinvesting/status/2019495595593912531)  2026-02-05T19:37Z 84.8K followers, 19.9K engagements


"@LazyCompounder Where did I say it was a heroic engineering feat You missed the point. And Im very aware of the consensus view on $WIX time will tell whos right and whos wrong :)"  
[X Link](https://x.com/mvcinvesting/status/2019502074619166766)  2026-02-05T20:03Z 84.8K followers, [---] engagements


"Big Tech [----] CapEx outlook: $AMZN: $200B vs. $146B est. $GOOGL: $175-185B vs. $120B est. $META: $115-135B vs. $110B est. $MSFT: No guidance but same tone Total: $490-520B vs. $376B est. Wall Street hates it"  
[X Link](https://x.com/mvcinvesting/status/2019525026374918303)  2026-02-05T21:34Z 84.8K followers, 64.7K engagements


"🚨 JUST IN: FDA Commissioner Dr. Marty Makary just issued a statement on the $HIMS x $NVO conflict. Oh boy. https://twitter.com/i/web/status/2019556975109984542 https://twitter.com/i/web/status/2019556975109984542"  
[X Link](https://x.com/mvcinvesting/status/2019556975109984542)  2026-02-05T23:41Z 84.8K followers, 102.5K engagements


"@Kross_Roads It definitely is"  
[X Link](https://x.com/mvcinvesting/status/2019558930276597882)  2026-02-05T23:49Z 84.8K followers, 50.4K engagements


"@bradsferguson I dont know how this post went so viral or why most people assumed I own it but to be clear Ive never owned $IREN and dont intend to. It was a genuine question because the stock suddenly started dumping even more during the call and I was listening to Amazons"  
[X Link](https://x.com/mvcinvesting/status/2019723260158747074)  2026-02-06T10:42Z 84.6K followers, [----] engagements


"@hypergrowth102 Well Id been anticipating a lawsuit for almost a year which is why I exited with a 300% return and avoided this shit show"  
[X Link](https://x.com/mvcinvesting/status/2020446286688694337)  2026-02-08T10:35Z 84.6K followers, [----] engagements


"@Stockfins @TheRayMyers Just to be clear I sold the last part of my shares at $26 but I had already trimmed multiple times at higher prices. My average selling price was around $40. Not perfect timing but still a great outcome considering that most of those shares were bought at single digits"  
[X Link](https://x.com/mvcinvesting/status/2020493227099619669)  2026-02-08T13:41Z 84.6K followers, [---] engagements


"@DumbObservation 100%. Ill be wrong plenty of times but Ill never try to mislead anyone by hiding important facts or turning every warning sign into a bullish one. I appreciate your support"  
[X Link](https://x.com/mvcinvesting/status/2020892468846231694)  2026-02-09T16:08Z 84.7K followers, [----] engagements


"For those asking I just published my Q4 Earnings Review for $PGY. You can find the link in my bio to read it for free. Not the best way to start the season but its always important to remain rational"  
[X Link](https://x.com/mvcinvesting/status/2020972435642909097)  2026-02-09T21:25Z 84.8K followers, 26.2K engagements


"@Nando265672801 Right now Tavilys revenue is negligible in the grand scheme of things but in my opinion its a very promising AI startup. Ive been hearing great things about both the company and the team behind it"  
[X Link](https://x.com/mvcinvesting/status/2021559843514147216)  2026-02-11T12:20Z 84.8K followers, [----] engagements


"@MB_Hogan I really appreciate it Mark 🤝🏻"  
[X Link](https://x.com/mvcinvesting/status/2021868492299870252)  2026-02-12T08:46Z 84.8K followers, [----] engagements


"JUST IN: Northland raised its Price Target on $NBIS from $77 to $206 and keeps an Outperform rating 🟢 After $NBIS announced on September [--] a $17.4B deal with Microsoft to deliver dedicated capacity from its new data center in New Jersey Northland noted that "simplistically" the terms announced imply the deal could add about $3.5B of ARR when the full run rate is achieved compared with the midpoint $1B ARR guidance for calendar year [----]. Based on discussions with management and other industry participants the firm believes that the scarcity of multi-100MW sites ready to deploy played a role"  
[X Link](https://x.com/anyuser/status/1970841006758072543)  2025-09-24T13:21Z 84.8K followers, 222.2K 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 👇🏻👀"  
[X Link](https://x.com/anyuser/status/1893381362754662795)  2025-02-22T19:24Z 84.8K followers, 198.4K engagements


"Please share any stock ideas youd like me to research next. 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 Not cyclical What are you buying 👇🏻"  
[X Link](https://x.com/anyuser/status/1954303765260935552)  2025-08-09T22:08Z 84.8K followers, 240.4K engagements


"I just found a founder-led U.S. energy play that might be worth a Deep Dive. The best part is that Ive never seen a single person talking about it here. $2-3B market cap"  
[X Link](https://x.com/anyuser/status/1969043074073411588)  2025-09-19T14:17Z 84.8K followers, 231.8K engagements


"I've had too many people ask so I need to make this clear: It's obviously not $EOSE. That name is widely known across FinX so it could never fit the criteria. I'm writing a free Deep Dive just stay tuned I just found a founder-led U.S. energy play that might be worth a Deep Dive. The best part is that Ive never seen a single person talking about it here. $2-3B market cap. I just found a founder-led U.S. energy play that might be worth a Deep Dive. The best part is that Ive never seen a single person talking about it here. $2-3B market cap"  
[X Link](https://x.com/mvcinvesting/status/1969059599836721271)  2025-09-19T15:22Z 84.8K followers, 109.5K engagements


"Which stock have you been accumulating most recently that you view as offering an asymmetric risk-reward profile Please no more of the same [--] tickers over and over. Surprise me with something off the radar"  
[X Link](https://x.com/mvcinvesting/status/1971270533506568213)  2025-09-25T17:48Z 84.8K followers, 99K engagements


"I've spent the last few days reading about a really interesting small-cap company I hadn't heard of before. It's quite a complex business so it's taking me a while to understand it but I'm definitely intrigued. Deep Dive soon"  
[X Link](https://x.com/anyuser/status/1974890285097513178)  2025-10-05T17:31Z 84.8K followers, 184.6K engagements


"Let's talk about what really matters. If we get a significant market correction which stock are you loading up on Bonus points if: - Under $10B market cap - Outside of tech - Founder-led - Near an inflection point - Solid balance sheet - Exposed to secular trends"  
[X Link](https://x.com/mvcinvesting/status/1976986787185877049)  2025-10-11T12:22Z 84.8K followers, 158.9K engagements


"$NBIS just released a whitepaper on "The Economics of AI Clusters." 🧐 This paper is a clear breakdown of what actually drives the cost structure of foundation model training and how $NBIS' vertically integrated AI cloud architecture is designed to make that process dramatically more efficient. Here are the key takeaways: 1) AI workloads are massively expensive but most inefficiency is hidden. AI infrastructure takes up the largest share of total project cost. GPUs and accelerators deliver huge performance gains over CPUs but come with steep energy networking and cooling requirements. In"  
[X Link](https://x.com/anyuser/status/1980697037571072447)  2025-10-21T18:05Z 84.8K followers, 210.8K engagements


"🚨 JUST IN: $IREN just announced a 5-year $9.7B agreement with Microsoft to supply GB300 GPUs. Congrats bulls The deal includes a 20% prepayment and rollout through [----] at its 750MW Childress Texas site. $IREN also secured a $5.8B equipment deal with Dell (including GPUs) to support the build-out"  
[X Link](https://x.com/anyuser/status/1985303000454250519)  2025-11-03T11:08Z 84.8K followers, 208.4K engagements


"Its been a while since Ive sat down to look for new hidden-gem stocks. What are your best ideas right now Please avoid the names everyone on X keeps repeating. Lets turn this into a thread of overlooked opportunities that genuinely deserve more attention"  
[X Link](https://x.com/mvcinvesting/status/1994147460709785672)  2025-11-27T20:52Z 84.8K followers, 136.8K engagements


"My next Deep Dive is on a founder-led small-cap company literally no one here is talking about. - 50% YoY revenue growth - 20% of market cap in cash [--] debt - Clear operating leverage - 125% NRR - Large TAM 🧐"  
[X Link](https://x.com/mvcinvesting/status/2003485385268339139)  2025-12-23T15:18Z 84.8K followers, 103.7K engagements


"Added more today. Portfolio Update coming soon. Link in bio to get access. Yesterday I started a new position. Most people will probably call me crazy but thats exactly where the opportunity lies. A truly asymmetric setup. Ill share it publicly in due time as I'm still accumulating slowly. Deep Dive was shared with subscribers three days ago. Yesterday I started a new position. Most people will probably call me crazy but thats exactly where the opportunity lies. A truly asymmetric setup. Ill share it publicly in due time as I'm still accumulating slowly. Deep Dive was shared with subscribers"  
[X Link](https://x.com/mvcinvesting/status/2012249800645763516)  2026-01-16T19:45Z 84.8K followers, 70.5K engagements


"Im accumulating shares in a so-called falling knife and I couldnt be happier about it"  
[X Link](https://x.com/mvcinvesting/status/2013996016614191377)  2026-01-21T15:24Z 84.8K followers, 99.2K engagements


"Maor Shlomo Base44s founder just shared a sneak peek at the platforms daily user growth. 👀 Long $WIX"  
[X Link](https://x.com/mvcinvesting/status/2019466848207544634)  2026-02-05T17:43Z 84.8K followers, 26.5K engagements


"🚨 JUST IN: Jensen Huang says GPUs sold six years ago are rising in price. Another argument against the GPU obsolescence bear case. VERY bullish for AI infrastructure stocks. https://twitter.com/i/web/status/2019830389032841324 https://twitter.com/i/web/status/2019830389032841324"  
[X Link](https://x.com/mvcinvesting/status/2019830389032841324)  2026-02-06T17:47Z 84.8K followers, 48.1K engagements


"Bloomberg data from January on $HROW's VEVYE vs. competitors. Extremely bullish 🔥 I recall that on January 1st VEVYE gained Tier [--] preferred formulary status at CVS Caremark while competitor Xiidra was excluded. It remains my third-largest position"  
[X Link](https://x.com/mvcinvesting/status/2019853899096862980)  2026-02-06T19:21Z 84.8K followers, 21.3K engagements


"🚨 JUST IN: $NBIS agreed to acquire Tavily a company that develops software to help AI agents search for up-to-date information needed for tasks like coding and financial trading. The deal is valued at $275M and Tavilys team will join $NBIS. Source: Bloomberg The acquisition is part of $NBIS' push to offer a broader range of services and generate more revenue from customers. The company already provides software for handling AI workloads and introduced a product called Token Factory in November which offers access to open-source models and the computing power needed to run them. According to"  
[X Link](https://x.com/mvcinvesting/status/2021228803033301260)  2026-02-10T14:24Z 84.8K followers, 81.8K engagements


"From $NBIS' PR: This acquisition advances Nebius' strategy tobuild aunified platform where vertical AIcompanies and enterprises can build tune and run autonomous agents. Byadding Tavilys agentic search toits existing AIcloud platform Nebius isexpanding the integrated software stack developers need toassemble and operate enterprise-grade agentic systems. Tavilys technology becomes acritical component ofthis stack complementing Nebius Token Factory. While Token Factory provides the high-performance inference required for agents toreason Tavily provides the real-time web access required for"  
[X Link](https://x.com/mvcinvesting/status/2021231363286868342)  2026-02-10T14:34Z 84.8K followers, 33K engagements


"We have already secured over 2GW of contracted power as of February which is why were raising our year-end target to over 3GW. Arkady Volozh Founder & CEO of $NBIS"  
[X Link](https://x.com/mvcinvesting/status/2021935144337310122)  2026-02-12T13:11Z 84.8K followers, 15.9K engagements


"When we announced our $7-9B ARR target for year-end [----] three months ago there were questions about our ability to reach that range. Our conviction has only become stronger. Arkady Volozh Founder & CEO of $NBIS"  
[X Link](https://x.com/mvcinvesting/status/2021935555966312651)  2026-02-12T13:12Z 84.8K followers, 17.9K engagements


"Were seeing more and more customers coming onto the platform and committing to larger longer contracts. Everything we build we sell. Arkady Volozh Founder & CEO of $NBIS"  
[X Link](https://x.com/mvcinvesting/status/2021935907348337059)  2026-02-12T13:14Z 84.8K followers, 15.2K engagements


"Frontier model companies were ordering tens of thousands of GPUs just a year or two ago. Now its yesterdays startups ordering at that level. Again this is real business. Arkady Volozh Founder & CEO of $NBIS"  
[X Link](https://x.com/mvcinvesting/status/2021939133040746587)  2026-02-12T13:27Z 84.8K followers, 17.3K engagements


"The pipeline creation trajectory in Q1 is on track to exceed $4B. Marc Boroditsky CRO of $NBIS"  
[X Link](https://x.com/mvcinvesting/status/2021945350597300255)  2026-02-12T13:51Z 84.8K followers, 16.3K engagements


"On memory and storage shortages the key point is our largest deals with Microsoft and Meta. We were able to secure the necessary components last year for the full scope of those contracts before any price increases. Andrey Korolenko Head of Infrastructure of $NBIS"  
[X Link](https://x.com/mvcinvesting/status/2021947134065750161)  2026-02-12T13:58Z 84.8K followers, 24.2K engagements


"Regardless of the price action which was to be expected Ive never been more confident in $NBIS. In my honest opinion this was the best earnings call in the companys history. Let them cook. Full review coming later today"  
[X Link](https://x.com/mvcinvesting/status/2021956812833272030)  2026-02-12T14:37Z 84.8K followers, 52.1K engagements


"I just published a new article: $NBIS: Q4 [----] Earnings Review A detailed breakdown of another outstanding report from my largest holding. Happy shareholder"  
[X Link](https://x.com/mvcinvesting/status/2022055657739104761)  2026-02-12T21:10Z 84.8K followers, 25.4K engagements


"Great news for $HROW 👀 Samsung Bioepis has signed a settlement and license agreement with Regeneron that allows the launch of OPUVIZ a biosimilar to Eylea in the U.S. starting January [----]. $HROW can now launch the product six months earlier than originally expected. A very important catalyst for the company as it works toward its mid-term targets. https://twitter.com/i/web/status/2022288654547206169 https://twitter.com/i/web/status/2022288654547206169"  
[X Link](https://x.com/mvcinvesting/status/2022288654547206169)  2026-02-13T12:36Z 84.8K followers, 16.9K engagements


"My earnings season is finally kicking off. Monday: $PGY Thursday: $NBIS Ill be covering both in detail as usual"  
[X Link](https://x.com/mvcinvesting/status/2020470547457442243)  2026-02-08T12:11Z 84.8K followers, 65.1K engagements


"Following $NBIS' Q4 results: Northland reiterated Outperform with a $211 PT 🟢 Citizens reiterated Outperform with a $175 PT 🟢 D.A. Davidson reiterated Buy with a $150 PT 🟢 MS reiterated Equalwt/Attractive with a $126 PT 🟢 Seaport Global reiterated Neutral with no PT Source: Bloomberg Terminal https://twitter.com/i/web/status/2022321819265405288 https://twitter.com/i/web/status/2022321819265405288"  
[X Link](https://x.com/mvcinvesting/status/2022321819265405288)  2026-02-13T14:47Z 84.8K followers, 67.4K engagements

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