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# ![@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: XXXXXX [#](/creator/twitter::1285902652111499265/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1285902652111499265/c:line/m:interactions.svg)

- X Week XXXXXXXXX -XX%
- X Month XXXXXXXXX +12%
- X Months XXXXXXXXXX +26%
- X Year XXXXXXXXXX +1,701%

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

- X Week XXX +14%
- X Month XXX -XXXX%
- X Months XXXXX -XX%
- X Year XXXXX +254%

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

- X Week XXXXXX +2.40%
- X Month XXXXXX +14%
- X Months XXXXXX +117%
- X Year XXXXXX +1,502%

### CreatorRank: XXXXXXX [#](/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 [#](/creator/twitter::1285902652111499265/influence)
---

**Social category influence**
[stocks](/list/stocks)  XXXX% [finance](/list/finance)  XXXX% [technology brands](/list/technology-brands)  XXX% [countries](/list/countries)  XXXX% [travel destinations](/list/travel-destinations)  XXXX% [automotive brands](/list/automotive-brands)  XXXX% [social networks](/list/social-networks)  XXXX% [exchanges](/list/exchanges)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX% [luxury brands](/list/luxury-brands)  XXXX%

**Social topic influence**
[$nbis](/topic/$nbis) #20, [$rklb](/topic/$rklb) #19, [investment](/topic/investment) #820, [$dlo](/topic/$dlo) #6, [$pgy](/topic/$pgy) #3, [over the](/topic/over-the) #857, [stocks](/topic/stocks) #4095, [market cap](/topic/market-cap) #789, [$clpt](/topic/$clpt) #10, [infrastructure](/topic/infrastructure) #534

**Top accounts mentioned or mentioned by**
[@grok](/creator/undefined) [@tacticzh](/creator/undefined) [@frameworkwisely](/creator/undefined) [@xynth_m](/creator/undefined) [@pedrocosilva](/creator/undefined) [@fabio_zagami](/creator/undefined) [@sergeycyw](/creator/undefined) [@goodcitizen2021](/creator/undefined) [@krossroads](/creator/undefined) [@couchinvestor](/creator/undefined) [@samsolid57](/creator/undefined) [@mktmavpro](/creator/undefined) [@neuralcadence](/creator/undefined) [@fools_gd](/creator/undefined) [@hen26696](/creator/undefined) [@alexkarpshair](/creator/undefined) [@think1019](/creator/undefined) [@hypertechinvest](/creator/undefined) [@jhonbrown94](/creator/undefined) [@joinyellowbrick](/creator/undefined)

**Top assets mentioned**
[Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [DLocal Limited Class A Common Shares (DLO)](/topic/$dlo) [Pagaya Technologies Ltd. Class A Ordinary Shares (PGY)](/topic/$pgy) [Hundred Million (100M)](/topic/$100m) [Goldman Sachs (GS)](/topic/goldman-sachs) [Microsoft Corp. (MSFT)](/topic/microsoft) [IREN Limited (IREN)](/topic/$iren) [Upstart Holdings, Inc. Common stock (UPST)](/topic/$upst) [CoreWeave, Inc. (CRWV)](/topic/$crwv) [MP Materials Corp. (MP)](/topic/$mp) [Oracle Corporation (ORCL)](/topic/$orcl) [Tesla, Inc. (TSLA)](/topic/tesla) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [Advanced Micro Devices (AMD)](/topic/$amd) [MercadoLibre Inc (MELI)](/topic/$meli) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Coinbase Global, Inc. (COIN)](/topic/coinbase) [Mastercard, Inc. (MA)](/topic/$ma) [Bitcoin (BTC)](/topic/bitcoin) [SPDR S&P XXX ETF Trust (SPY)](/topic/$spy)
### Top Social Posts [#](/creator/twitter::1285902652111499265/posts)
---
Top posts by engagements in the last XX hours

"I just published my Deep Dive on $CLPT. 👀 Looking forward to hearing your thoughts Hope you all have a great weekend"  
[X Link](https://x.com/mvcinvesting/status/1931060309336248341) [@mvcinvesting](/creator/x/mvcinvesting) 2025-06-06T18:47Z 76.1K followers, 208.5K engagements


"Benchmark reiterates its Buy rating and $XX Price Target on $PGY 🟢 We believe the selloff in $PGY shares represents an opportunity for investors who understand the structural distinctions (from $UPST)"  
[X Link](https://x.com/mvcinvesting/status/1973145534224629887) [@mvcinvesting](/creator/x/mvcinvesting) 2025-09-30T21:58Z 76.1K followers, 76.9K engagements


"3) The Real Rarity: Refining and Processing As I explained before despite what their name suggests REEs are not geologically rare. They are found in significant quantities across the globe including in the United States Australia Canada Brazil parts of Africa and Southeast Asia. However the real challenge isnt finding them its refining them. REEs typically occur in low concentrations and are chemically bound within complex ores making the process of extraction and separation both technically demanding and cost-prohibitive. Compounding this is the fact that rare earth deposits are often"  
[X Link](https://x.com/mvcinvesting/status/1977707435625177509) [@mvcinvesting](/creator/x/mvcinvesting) 2025-10-13T12:06Z 76.1K followers, 7190 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/mvcinvesting/status/1965159293197713849) [@mvcinvesting](/creator/x/mvcinvesting) 2025-09-08T21:04Z 76.1K followers, 872.7K engagements


"For everyone asking me about the recent correction in $PGY: My thesis remains unchanged"  
[X Link](https://x.com/mvcinvesting/status/1970861672144449821) [@mvcinvesting](/creator/x/mvcinvesting) 2025-09-24T14:43Z 76.1K followers, 47.1K engagements


"$DLO just hit a new 52-week high. ✅ But the investment thesis is still far from being materialized. PAYtience"  
[X Link](https://x.com/mvcinvesting/status/1978819978020192398) [@mvcinvesting](/creator/x/mvcinvesting) 2025-10-16T13:47Z 76.1K followers, 30.6K engagements


"Every major bank has delivered results above analysts expectations with credit losses coming in well below forecasts in most cases. Some CEOs even mentioned that credit performance not only remains strong but is actually improving. That's a very bullish signal for $PGY"  
[X Link](https://x.com/mvcinvesting/status/1978117703442264222) [@mvcinvesting](/creator/x/mvcinvesting) 2025-10-14T15:16Z 76.1K followers, 93.4K engagements


"Beautiful strength from $HROW today"  
[X Link](https://x.com/mvcinvesting/status/1979205618071192003) [@mvcinvesting](/creator/x/mvcinvesting) 2025-10-17T15:19Z 76.1K followers, 22.8K engagements


"JUST IN: Great news for $NBIS ClickHouse has extended its Series C financing and expanded its leadership team to fuel growth. The company has surpassed 2000 customers and more than quadrupled ARR over the past year. 🔥 Adoption has been especially strong among AI companies with Anthropic LangChain Meta Sierra Vercel and Weights & Biases (from $CRWV) joining the roster of companies running business-critical systems on ClickHouse Cloud. The company hosted its inaugural user conference OpenHouse which brought together customers and partners including OpenAI Anthropic and Tesla. The event"  
[X Link](https://x.com/mvcinvesting/status/1975561877523419593) [@mvcinvesting](/creator/x/mvcinvesting) 2025-10-07T14:00Z 76.1K followers, 93.9K engagements


"Goldman Sachs' updated scenarios for $NBIS: Bear case: $XX Base case: $XXX Bull case: $XXX 👀 The firm describes its model as being built on "conservative assumptions for key long-term metrics.""  
[X Link](https://x.com/mvcinvesting/status/1975869480510308394) [@mvcinvesting](/creator/x/mvcinvesting) 2025-10-08T10:22Z 76.1K followers, 109.6K engagements


"Over the past year Ive written Deep Dives on 15+ companies. My next article will revisit each one sharing updated thoughts and how my views have evolved"  
[X Link](https://x.com/mvcinvesting/status/1979244522698682410) [@mvcinvesting](/creator/x/mvcinvesting) 2025-10-17T17:54Z 76.1K followers, 26.8K engagements


"I just published a new article: $MP: Investment Thesis Explained From the early days of founder James Litinsky to America's rare earth revival here's how $MP is rebuilding a supply chain the U.S. lost decades ago. Had a great time researching this one"  
[X Link](https://x.com/mvcinvesting/status/1978939423052931323) [@mvcinvesting](/creator/x/mvcinvesting) 2025-10-16T21:41Z 76.1K followers, 71.5K engagements


"$RKLB just crossed $60/share for the first time ever. 🔥"  
[X Link](https://x.com/mvcinvesting/status/1975558743560757752) [@mvcinvesting](/creator/x/mvcinvesting) 2025-10-07T13:48Z 76.1K followers, 31K engagements


"This markets volatility is just crazy. Four hours ago I woke up and everyone was panicking because the bubble was bursting. Now everyone is happy again"  
[X Link](https://x.com/mvcinvesting/status/1979163484353966155) [@mvcinvesting](/creator/x/mvcinvesting) 2025-10-17T12:32Z 76.1K followers, 58.7K engagements


"$MSFT is expanding its AI footprint in Europe with a new data center deal in Portugal. As a Portuguese myself welcome 👌🏻 According to Bloomberg Microsoft will rent capacity from Nscale at the Start Campus data center park in Sines about XXX km south of Lisbon. The facility will host 12600 NVIDIA Blackwell Ultra GB300 GPUs and is expected to become operational in early 2026"  
[X Link](https://x.com/mvcinvesting/status/1978129744018260014) [@mvcinvesting](/creator/x/mvcinvesting) 2025-10-14T16:04Z 76.1K followers, 31.7K 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 XX patients (ages 1880) with primary or recurrent glioblastoma and Grade X 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) [@mvcinvesting](/creator/x/mvcinvesting) 2025-10-07T21:30Z 76.1K followers, 30.6K engagements


"Marc Boroditsky Chief Revenue Officer of $NBIS gave another interview that was posted just a few hours ago. When asked about the bear case about GPUs becoming obsolete as new generations emerge here's what he said: "We're selling the hell out of Hoppers and those have been out for several years. I've actually got customers that have told me 'Can you get me 10000 Hoppers I'll take any Hoppers you have.'" He went on to explain that customers are using these GPUs for different types of scale requirements: Were going to see a range of needs. Yes the most advanced chips will be required for the"  
[X Link](https://x.com/mvcinvesting/status/1975360333607846297) [@mvcinvesting](/creator/x/mvcinvesting) 2025-10-07T00:39Z 76K followers, 110.1K engagements


"Less than a month later $NBIS just shared how Videogen a generative video model was scaled using Nebius AI Cloud and Baseten Inference Stack. For context Videogen is used by over 4M professionals and organizations including Google Amazon and TikTok. $NBIS' platform isn't just about providing compute power it's about building the infrastructure layer that enables large-scale latency-sensitive AI workloads to run efficiently and cost-effectively. With $NBIS Videogen was able to: - Optimize inference runtimes to reduce GPU load - Orchestrate multi-GPU systems for smooth video generation - Scale"  
[X Link](https://x.com/mvcinvesting/status/1975146337449476507) [@mvcinvesting](/creator/x/mvcinvesting) 2025-10-06T10:29Z 76.1K followers, 66.8K engagements


"I missed the word tariffs. Here we go again"  
[X Link](https://x.com/mvcinvesting/status/1976759245543522594) [@mvcinvesting](/creator/x/mvcinvesting) 2025-10-10T21:18Z 76.1K followers, 41.7K engagements


"Absolutely stunning shot from today's $RKLB launch. 😍"  
[X Link](https://x.com/mvcinvesting/status/1978192592903762160) [@mvcinvesting](/creator/x/mvcinvesting) 2025-10-14T20:14Z 76.1K followers, 41K engagements


"🚨 JUST IN: $NBIS introduces Nebius AI Cloud XXX Aether delivering enterprise-grade security compliance and control for AI deployment at scale. Over the past year $NBIS has worked closely with enterprises transitioning their AI projects from experiments to business-critical systems. The challenges they raise aren't about getting more GPUs they're about how togovern secure and scale AIinfrastructure without creating bottlenecks for their teams. Nebius AI Cloud XXX was built to address exactly that. Nebius AI Cloud delivers what enterprises need: supercomputer performance hyperscaler"  
[X Link](https://x.com/mvcinvesting/status/1978791165718876545) [@mvcinvesting](/creator/x/mvcinvesting) 2025-10-16T11:52Z 76.1K followers, 126.1K engagements


"TD SYNNEX Partners with $NBIS to Bring the High-Performance AI Cloud to IT Ecosystem 🔥 The partnership gives TD SYNNEX partners access to $NBIS' full-stack AI cloud combining hyperscaler flexibility with supercomputer performance powered by the latest NVIDIA GPUs. This collaboration allows partners to: - Deploy AI infrastructure in hours not weeks - Avoid upfront hardware costs - High performance with lower total cost - Flexible reserved-instance options - Access next-gen NVIDIA Blackwell GPUs (HGX B200 B300 GB300 NVL72) TD SYNNEX says this move helps democratize the modern AI market and"  
[X Link](https://x.com/mvcinvesting/status/1975923792640700614) [@mvcinvesting](/creator/x/mvcinvesting) 2025-10-08T13:58Z 76.1K followers, 43.9K engagements


"In addition to this Jerome Powell mentioned that the Fed's outlook hasn't changed much since last month's meeting. That means we should still expect more rate cuts in 2025. $PGY is now up over 8%. 👀"  
[X Link](https://x.com/mvcinvesting/status/1978138635992993992) [@mvcinvesting](/creator/x/mvcinvesting) 2025-10-14T16:39Z 76.1K followers, 54.8K engagements


"Is the market really correcting because of regional banks even though major U.S. banks just reported great Q3 results This seems more like an excuse for a general breather which is totally understandable than a solid reason"  
[X Link](https://x.com/mvcinvesting/status/1979109400024322493) [@mvcinvesting](/creator/x/mvcinvesting) 2025-10-17T08:57Z 76.1K followers, 68.3K engagements


"A major catalyst for $NBIS might be on the horizon 👀 I've been talking about this possibility for a while but yesterday ClickHouse's Co-Founder and CEO finally confirmed the company's plans to go public: I know it's in vogue for companies to stay private longer and I understand the reasons why they do it. They have this asymmetric advantage: access to large amounts of private capital the ability to grow aggressively and freedom from the constraints of being public. I'm a bit more traditional in the sense that I believe when a technology company reaches a certain scale with strong unit"  
[X Link](https://x.com/mvcinvesting/status/1976234557822173519) [@mvcinvesting](/creator/x/mvcinvesting) 2025-10-09T10:33Z 76.1K followers, 94.7K engagements


"One red day and everyone starts to panic. Just relax and enjoy your weekend"  
[X Link](https://x.com/mvcinvesting/status/1976744147944874479) [@mvcinvesting](/creator/x/mvcinvesting) 2025-10-10T20:18Z 76.1K followers, 60K engagements


"Coinbase and Mastercard are reportedly in talks to acquire BVNK a leading provider of stablecoin infrastructure. Why do I care Because BVNK is a strategic partner of $DLO. Earlier this year the two companies announced a dual partnership to power stablecoin-enabled global payouts across 40+ markets. Through this collaboration: - BVNK provides stablecoin payment rails to $DLO enabling faster settlement times for its global merchant base. - $DLO in turn gives BVNK access to its Layer1 platform extending BVNK's fiat payout network into key regions such as Africa Asia and Latin America. The"  
[X Link](https://x.com/mvcinvesting/status/1977763631761617143) [@mvcinvesting](/creator/x/mvcinvesting) 2025-10-13T15:49Z 76.1K followers, 43.4K engagements


"Happy $RKLB all-time high to those who celebrate"  
[X Link](https://x.com/mvcinvesting/status/1978471274289467412) [@mvcinvesting](/creator/x/mvcinvesting) 2025-10-15T14:41Z 76.1K followers, 42.7K engagements


"$RKLB is officially my first 15-bagger. Average cost: $4.82/share. 🥳"  
[X Link](https://x.com/mvcinvesting/status/1976642662846632258) [@mvcinvesting](/creator/x/mvcinvesting) 2025-10-10T13:35Z 76.1K followers, 111.4K engagements


"DataOne is expected to unveil a game-changing innovation for $NBIS data center in New Jersey soon. We don't know any details yet but based on a few comments from the company's CEO I believe it could be related to power consumption. While discussing the future of the industry he recently said: We may have other tech invented requiring a lot less power to give the same or better outputs. For now I'm just speculating. But if that's true it would directly address one of the biggest bottlenecks in the data center industry today"  
[X Link](https://x.com/mvcinvesting/status/1978166454487863326) [@mvcinvesting](/creator/x/mvcinvesting) 2025-10-14T18:30Z 76.1K followers, 74.8K engagements


"I missed this news from Thursday night: DA Davidson reiterated its $XXX Price Target on $NBIS and kept a Buy rating 🟢 "We remain confident that $NBIS is likely to sign another large-scale commitment from a hyperscaler or frontier AI lab customer. Specifically news surrounding the Birmingham Alabama site given the power capacity that could be supplied there makes us incrementally more positive that another large deal is nearing. While the exact details of the site will enable us to better understand how fast capacity could be stood up (likely in the range of 10-24 months) we again would point"  
[X Link](https://x.com/mvcinvesting/status/1974558709129838689) [@mvcinvesting](/creator/x/mvcinvesting) 2025-10-04T19:34Z 75.8K followers, 55.5K engagements


"5) The U.S. Dilemma: Rich in Resources Weak in Processing The United States is fortunate to possess significant rare earth element (REE) reserves particularly at the Mountain Pass mine in California which is currently the only active REE mine in the U.S. Additionally there are other known reserves in states such as Wyoming Texas and Alaska as well as the potential for offshore deposits. However despite these abundant resources the U.S. remains highly dependent on China not for the raw materials themselves but for the critical step of refining and processing those materials into usable forms."  
[X Link](https://x.com/mvcinvesting/status/1977707442633921005) [@mvcinvesting](/creator/x/mvcinvesting) 2025-10-13T12:06Z 75.8K followers, 6168 engagements


"The market needed a reason to take a breather. If it hadn't been today's allegations about $ORCL it would've been something else"  
[X Link](https://x.com/mvcinvesting/status/1975602840711410163) [@mvcinvesting](/creator/x/mvcinvesting) 2025-10-07T16:43Z 76.1K followers, 34.8K 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: 🧵👇🏻 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"  
[X Link](https://x.com/mvcinvesting/status/1940458116308451614) [@mvcinvesting](/creator/x/mvcinvesting) 2025-07-02T17:10Z 76.1K followers, 322.9K engagements


"From daily screenshots of YTD gains to many investors blowing up their accounts in a day because of leverage or short-dated options all from less than a X% drop in $SPY. Hopefully some people learned what greed does"  
[X Link](https://x.com/mvcinvesting/status/1976942229811085577) [@mvcinvesting](/creator/x/mvcinvesting) 2025-10-11T09:25Z 76.1K followers, 49.2K engagements


"Goldman Sachs upgrades $DLO from Neutral to Buy and raises its Price Target from $XX to $XX 🟢 "We have greater confidence it can deliver 20%+ EBITDA growth in the mid-term. We expect solid TPV growth through 2027 driven by: 1) Continued geographic expansion; 2) Increased share with existing merchants; and X. Attracting new merchants such as stablecoin operators. The firm also sees room for cost efficiencies to help offset volume sensitivity." Despite recent outperformance Goldman argues $DLO still looks undervalued trading at 10.0x 2026E EV/EBITDA nearly XX% below its 3-year average and"  
[X Link](https://x.com/mvcinvesting/status/1978010513461149982) [@mvcinvesting](/creator/x/mvcinvesting) 2025-10-14T08:10Z 76.1K followers, 69.9K 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) [@mvcinvesting](/creator/x/mvcinvesting) 2025-06-11T19:23Z 76.1K followers, 180.2K engagements


"$PGY strengthens balance sheet with expanded $132M credit facility. The company has more than doubled its revolving credit facility from $58M to $132M while also securing a 400bps reduction in borrowing costs. The new agreement brings in top-tier banking partners Citizens TD Bank Wells Fargo and Texas Capital alongside expanded commitments from existing lenders like BMO Valley Bank CIBC and Israel Discount Bank"  
[X Link](https://x.com/mvcinvesting/status/1973737340339105993) [@mvcinvesting](/creator/x/mvcinvesting) 2025-10-02T13:10Z 76.1K followers, 63K engagements


"$CLPT is now officially a double bagger since I wrote this detailed thread on the company. My average cost is $14.03/share as I averaged up significantly after the first major catalyst was confirmed. Cant wait to see how this story unfolds"  
[X Link](https://x.com/mvcinvesting/status/1973807279972757892) [@mvcinvesting](/creator/x/mvcinvesting) 2025-10-02T17:48Z 76.1K followers, 77.5K engagements


"$NBIS Great interview with Aaron Katz Co-Founder and CEO of ClickHouse. Fun fact: Tesla now ingests over a billion events per second into ClickHouse. All of its observability data flows through ClickHouse they even have a table with a quadrillion rows. 🤯 ClickHouse's business model is usage-based driven by a mix of storage and compute consumption. That means customers like Tesla OpenAI Anthropic Meta Cloudflare and many others naturally spend more each year as AI adoption accelerates and data volumes explode. It's no surprise the company has more than quadrupled ARR over the past year. "We"  
[X Link](https://x.com/mvcinvesting/status/1976224721407516897) [@mvcinvesting](/creator/x/mvcinvesting) 2025-10-09T09:54Z 76.1K followers, 72.8K 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/mvcinvesting/status/1957902894482571636) [@mvcinvesting](/creator/x/mvcinvesting) 2025-08-19T20:30Z 76.1K followers, 455.2K 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 XX tickers over and over. Surprise me with something off the radar"  
[X Link](https://x.com/mvcinvesting/status/1971270533506568213) [@mvcinvesting](/creator/x/mvcinvesting) 2025-09-25T17:48Z 76.1K followers, 98.4K engagements


"@daniel_koss Insights from GITEX 👀"  
[X Link](https://x.com/mvcinvesting/status/1978528655824306272) [@mvcinvesting](/creator/x/mvcinvesting) 2025-10-15T18:29Z 76.1K followers, 4011 engagements


"I just initiated a brand-new position. 👀 More updates to come soon"  
[X Link](https://x.com/mvcinvesting/status/1955336058930933881) [@mvcinvesting](/creator/x/mvcinvesting) 2025-08-12T18:30Z 76K followers, 156.4K engagements


"That's it. Thanks for reading 🙌🏻 I really enjoyed studying the REEs sector. Stay tuned for an upcoming Deep Dive on $MP where I'll break down the company's role in reshaping America's rare earth supply chain"  
[X Link](https://x.com/mvcinvesting/status/1977707451748086119) [@mvcinvesting](/creator/x/mvcinvesting) 2025-10-13T12:06Z 76.1K followers, 15.2K engagements


"📅 $DLO will report its Q3 2025 results on November XX after the market close. Looking forward to covering everything here"  
[X Link](https://x.com/mvcinvesting/status/1975914725281313062) [@mvcinvesting](/creator/x/mvcinvesting) 2025-10-08T13:22Z 76.1K followers, 60.6K 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"  
[X Link](https://x.com/mvcinvesting/status/1878472462037373323) [@mvcinvesting](/creator/x/mvcinvesting) 2025-01-12T16:01Z 76.1K followers, 27.7K 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/mvcinvesting/status/1965165068414582999) [@mvcinvesting](/creator/x/mvcinvesting) 2025-09-08T21:27Z 76.1K followers, 516.8K engagements


"$NBIS is one of NVIDIA's partners already preparing for 1MW racks and 800-volt DC power architectures. 👀 NVIDIA recently unveiled plans for its next-generation Vera Rubin NVL144 rack systems and Kyber architecture designed to handle massive AI workloads powered by up to XXX Rubin Ultra GPUs. The shift to 800-volt DC architectures represents a major upgrade from today's 415-480V setups offering higher energy efficiency reduced copper usage and greater scalability for high-density racks. "CoreWeave Lambda Nebius Oracle Cloud Infrastructure and Together AI are among other industry pioneers"  
[X Link](https://x.com/mvcinvesting/status/1978427808708735029) [@mvcinvesting](/creator/x/mvcinvesting) 2025-10-15T11:48Z 76.1K followers, 47.3K engagements


"The stock market is the purest reflection of human behavior. Investing isnt just about understanding businesses. Its about understanding people including yourself"  
[X Link](https://x.com/mvcinvesting/status/1976767322796048410) [@mvcinvesting](/creator/x/mvcinvesting) 2025-10-10T21:50Z 76.1K followers, 42.7K engagements


"JUST IN: $HROW outlines its path to $250M in quarterly revenue by Q4 2027 with forecasted Operating Margins of 30-40%. 🔥"  
[X Link](https://x.com/mvcinvesting/status/1971604322535280890) [@mvcinvesting](/creator/x/mvcinvesting) 2025-09-26T15:54Z 76.1K followers, 38.9K engagements


"I can't wait for my holdings to report their Q3 results. All I'm hoping for is just a fraction of the success we had last quarter"  
[X Link](https://x.com/mvcinvesting/status/1978219663164072186) [@mvcinvesting](/creator/x/mvcinvesting) 2025-10-14T22:01Z 76.1K followers, 33.3K 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 👇🏻👀"  
[X Link](https://x.com/mvcinvesting/status/1870858674845229436) [@mvcinvesting](/creator/x/mvcinvesting) 2024-12-22T15:47Z 76.1K followers, 234.5K engagements


"Mark Needham Product Marketing Engineer at ClickHouse shared how Anthropic became one of their major customers. When Anthropic asked its own LLM Claude which database would be the best fit for their workloads the answer was ClickHouse. 🔥 $NBIS"  
[X Link](https://x.com/mvcinvesting/status/1978046468905681396) [@mvcinvesting](/creator/x/mvcinvesting) 2025-10-14T10:33Z 76.1K followers, 39K engagements


"@LuffyDDK I'd say high rates don't really hurt $NU's business"  
[X Link](https://x.com/mvcinvesting/status/1978571397988323382) [@mvcinvesting](/creator/x/mvcinvesting) 2025-10-15T21:19Z 76.1K followers, XXX engagements


"If you had to go all-in on one stock and hold it for the next XX months which would you choose Catch: it has to be under a $3B market cap"  
[X Link](https://x.com/mvcinvesting/status/1959953504274890811) [@mvcinvesting](/creator/x/mvcinvesting) 2025-08-25T12:18Z 76.1K followers, 228.5K engagements


"This is beyond ridiculous. After triggering sharp sell-offs in $UPST $PGY and even other fintechs like $SOFI with a note flagging concerning delinquency trends in Upstart's ABS securitizations BTIG has now issued an erratum. 🤦🏻♂ The firm originally overstated August delinquency levels due to a calculation error. The corrected data still shows delinquencies rising but nowhere near as dramatically as first reported. It remains a risk signal just a far less severe one. No words H/T @halfblindmonkey"  
[X Link](https://x.com/mvcinvesting/status/1973372009594700236) [@mvcinvesting](/creator/x/mvcinvesting) 2025-10-01T12:58Z 76.1K followers, 238K engagements


"2) Why Rare Earths Matter REEs are foundational to the technologies that define the 21st-century economy and global security landscape. From decarbonizing energy systems to building autonomous weapons and intelligent machines REEs are indispensable to innovation infrastructure and sovereignty. Powering the Clean Energy Revolution As nations pursue aggressive climate goals REEs are increasingly recognized as non-substitutable components in technologies driving the energy transition: Neodymium and dysprosium are used to create high-performance permanent magnets in EV motors wind turbines and"  
[X Link](https://x.com/mvcinvesting/status/1977707432567554473) [@mvcinvesting](/creator/x/mvcinvesting) 2025-10-13T12:06Z 75.9K followers, 7336 engagements


"JUST IN: $ORCL reportedly lost nearly $100M from renting out NVIDIAs Blackwell chips last quarter. Source: The Information AI infrastructure stocks are falling in sympathy. $NBIS $CRWV $IREN"  
[X Link](https://x.com/mvcinvesting/status/1975582015945630159) [@mvcinvesting](/creator/x/mvcinvesting) 2025-10-07T15:20Z 76.1K followers, 247.4K engagements


"If you're wondering why $HROW is down over X% today here's the reason: The California Board of Pharmacy filed an amended accusation against $HROW and its subsidiaries alleging quality control and compliance issues at its compounding and outsourcing facilities (ImprimisRx NJ). The filing seeks potential disciplinary actions related to manufacturing practices though this is an administrative not criminal proceeding. My thoughts: 1) It doesn't appear to affect $HROW's FDA-approved branded division which is the core of the investment thesis and the company's main growth driver. The allegations"  
[X Link](https://x.com/mvcinvesting/status/1975996315633905892) [@mvcinvesting](/creator/x/mvcinvesting) 2025-10-08T18:46Z 76.1K followers, 145.2K engagements


"JUST IN: $IREN announced it has signed additional multi-year cloud services contracts with leading AI companies for NVIDIA Blackwell GPU deployments. To date customer contracts have been secured for 11k of the 23k GPUs representing $225M in AI Cloud ARR expected to be in operation by the end of 2025. New NVIDIA Blackwell GPUs continue to be contracted ahead of delivery on an average term of X years at pricing that supports a 2-year revenue payback. Beyond the initial 23k GPUs $IREN is actively engaging with existing and prospective customers through site tours technical diligence and"  
[X Link](https://x.com/mvcinvesting/status/1975512339307790513) [@mvcinvesting](/creator/x/mvcinvesting) 2025-10-07T10:43Z 76.1K followers, 83.6K engagements


"🚨 BREAKING: According to Fox Business citing sources familiar with the situation the recent Information report on $ORCL is off base and does not reflect the actual financials of that business"  
[X Link](https://x.com/mvcinvesting/status/1975643126233792520) [@mvcinvesting](/creator/x/mvcinvesting) 2025-10-07T19:23Z 76.1K followers, 114.5K engagements


"$NBIS' Founder and CEO Arkady Volozh is selling 4.1M shares for roughly $270.5M. This was a pre-planned sale (from June) and only represents XXXX% of his position. He remains the largest shareholder still owning over XX% of the company. Nothing burger IMO. Insider sales rarely mean much when alignment is intact and thats exactly the case here. I have no doubt Arkadys motivation remains unchanged"  
[X Link](https://x.com/mvcinvesting/status/1964286570883616962) [@mvcinvesting](/creator/x/mvcinvesting) 2025-09-06T11:16Z 76.1K followers, 192.5K 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/mvcinvesting/status/1974890285097513178) [@mvcinvesting](/creator/x/mvcinvesting) 2025-10-05T17:31Z 76.1K followers, 183.9K engagements


"$NBIS A former AWS Senior Analytics Specialist joined ClickHouse and decided to test the company's compression capabilities. The results: it outperformed every other columnar storage system on the market even $SNOW. As Yonatan said this is just one piece of the data puzzle but ClickHouse continues to impress everyone in the industry"  
[X Link](https://x.com/mvcinvesting/status/1972706735371567291) [@mvcinvesting](/creator/x/mvcinvesting) 2025-09-29T16:55Z 76.1K followers, 99.4K engagements


"Baird initiated coverage on $RKLB with an Outperform rating and $XX Price Target 🟢 - The company has "firmly established itself" as a reliable space launch provider with a XX% mission success rate. - The XX% CAGR projected for revenue through 2030 is seen as achievable. - Neutron will enable $RKLB to enter the highly lucrative medium-lift market and compete directly with SpaceX's Falcon 9"  
[X Link](https://x.com/mvcinvesting/status/1978591189050724398) [@mvcinvesting](/creator/x/mvcinvesting) 2025-10-15T22:37Z 76.1K followers, 40.1K engagements


"JUST IN: $RKLB has signed a direct contract for two dedicated Electron launches with the Japan Aerospace Exploration Agency (JAXA) 🔥 Demand from Japan continues to grow. "The first launch scheduled from December 2025 will deploy the agencysRApid Innovative payload demonstration SatellitE-4 (RAISE-4) spacecraft a single satellite that will demonstrate eight technologies developed by private companies universities and research institutions throughout Japan. The second launch scheduled for 2026 is a JAXA-manifested rideshare of eight separate spacecraft that includes educational small sats an"  
[X Link](https://x.com/mvcinvesting/status/1976620617160962219) [@mvcinvesting](/creator/x/mvcinvesting) 2025-10-10T12:07Z 76.1K followers, 55.3K engagements


"After falling X% yesterday $PGY continues to dump today following BTIG's note on $UPST. From my perspective there's no reason to believe $PGY's business is being affected by current market conditions. Looks like an overreaction to me but time will tell"  
[X Link](https://x.com/mvcinvesting/status/1973069394990207363) [@mvcinvesting](/creator/x/mvcinvesting) 2025-09-30T16:56Z 76.1K followers, 167.4K engagements


"🚨 JUST IN: xAI is reportedly expanding its fundraising round to $20B with $NVDA said to be investing up to $2B in the equity portion. The round includes about $7.5B in equity and up to $12.5B in debt structured through a special purpose vehicle (SPV) tied to NVIDIA GPUs that will power Colossus X xAI's massive data center in Memphis. Under the deal the SPV will purchase the GPUs and xAI will rent them for five years allowing financiers to recover their investment while giving xAI access to huge compute power without heavy upfront costs. "The unique deal structure with the debt backed by the"  
[X Link](https://x.com/mvcinvesting/status/1975706718995669295) [@mvcinvesting](/creator/x/mvcinvesting) 2025-10-07T23:36Z 76.1K followers, 109.6K engagements


"Roman Chernin Co-Founder and CBO of $NBIS joined Rita Kozlov VP of Product Management at Cloudflare to discuss the evolving dynamics of the AI infrastructure landscape. Topics discussed: 1) GPU Demand According to Roman the industry hasn't seen this level of GPU competition since the Hopper crunch of 2022. "People were ready to go very hard just to get access to compute. We saw startups signing three- and four-year deals without knowing if they'd even still exist that long." Although Nvidia's supply constraints have eased the shortage has returned this time due to the explosion of"  
[X Link](https://x.com/mvcinvesting/status/1977010566012014922) [@mvcinvesting](/creator/x/mvcinvesting) 2025-10-11T13:57Z 76.1K followers, 42.5K engagements


"JUST IN: Anthropic is projecting $2026B in ARR by 2026 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 XX months"  
[X Link](https://x.com/mvcinvesting/status/1978524103985316148) [@mvcinvesting](/creator/x/mvcinvesting) 2025-10-15T18:11Z 76.1K followers, 125.5K engagements


"JUST IN: $RKLB has signed another multi-launch agreement this time for three dedicated Electron missions with Japan-based iQPS 🔥 iQPS already launched five missions successfully and has four more on Rocket Labs manifest. With this new deal the total number of upcoming iQPS missions rises to seven officially making $RKLB the primary launch provider for the companys commercial Earth-imaging constellation"  
[X Link](https://x.com/mvcinvesting/status/1975679378836123674) [@mvcinvesting](/creator/x/mvcinvesting) 2025-10-07T21:47Z 76.1K followers, 60.4K engagements


"One of $CLPT's partners BlueRock Therapeutics has released positive 36-month results from its Phase X trial of Bemdaneprocel a cell therapy for treating Parkinson's disease. For context BlueRock is owned by Bayer AG. The results showed the therapy was safe and well-tolerated with evidence of cell survival and potential functional improvements in patients over time. That said Phase X is still very early so while these results are encouraging they're not yet meaningful for $CLPT in the short term. The real impact would come if BlueRock advances to Phase X and eventually commercial deployment."  
[X Link](https://x.com/mvcinvesting/status/1975633941680750778) [@mvcinvesting](/creator/x/mvcinvesting) 2025-10-07T18:46Z 75.9K followers, 25.9K engagements


"🚨 JUST IN: $DLO announced a secondary offering of 15M Class A shares all being sold by major shareholder General Atlantic. IMPORTANT: This is a secondary sale $DLO is not issuing new shares (no dilution). The float increases as more shares become available for trading. All in all no impact on the companys fundamentals this is simply General Atlantic reducing its stake"  
[X Link](https://x.com/mvcinvesting/status/1963342659751481729) [@mvcinvesting](/creator/x/mvcinvesting) 2025-09-03T20:45Z 76K followers, 192.8K engagements


"Goldman Sachs raised its Price Target on $NBIS from $XXX to $XXX and keeps a Buy rating 🟢 "In the context of $NBIS' recent share price move and continued positive AI commentary we updated our bull-bear scenario analysis and continue to see a positive 4x risk-reward skew going forward. Additionally we are raising our revenue and EBITDA estimates for 20262030 to reflect a more constructive AI demand backdrop consistent with the positive revisions to our global team's GS Global Server TAM estimates. In this context we note that our colleagues have upgraded the GS Server TAM to reflect"  
[X Link](https://x.com/mvcinvesting/status/1975854316004012234) [@mvcinvesting](/creator/x/mvcinvesting) 2025-10-08T09:22Z 76.1K followers, 101.6K engagements


"📅 $PGY will report its Q3 2025 results on November XX before the market open"  
[X Link](https://x.com/mvcinvesting/status/1975937787158249501) [@mvcinvesting](/creator/x/mvcinvesting) 2025-10-08T14:54Z 76.1K followers, 29.3K engagements


"4) $CDLR Pure-play offshore wind services company specializing in transportation and installation of turbines not manufacturing. Essential for wind farm construction maintenance and decommissioning Industry tailwinds offshore wind is crucial for the global energy transition with Europe leading the way and U.S. & Asia ramping up efforts Supply-demand imbalance far fewer vessels than needed giving $CDLR pricing power (day rates have 5xed since 2020) Expanding fleet currently at X vessels with X more launching by 2025 boosting capacity and revenue potential Strong backlog of 2.4B up from 0.9B in"  
[X Link](https://x.com/mvcinvesting/status/1896677417110094323) [@mvcinvesting](/creator/x/mvcinvesting) 2025-03-03T21:41Z 75.9K followers, 6521 engagements


"@PedroCoSilva $ABCL is too speculative for me personally"  
[X Link](https://x.com/mvcinvesting/status/1976638298593628470) [@mvcinvesting](/creator/x/mvcinvesting) 2025-10-10T13:17Z 75.9K followers, 1298 engagements


"To be published later today"  
[X Link](https://x.com/mvcinvesting/status/1976255135505682494) [@mvcinvesting](/creator/x/mvcinvesting) 2025-10-09T11:55Z 76.1K followers, 97.6K engagements


"@Couch_Investor Yup since August 19"  
[X Link](https://x.com/mvcinvesting/status/1978917370870534358) [@mvcinvesting](/creator/x/mvcinvesting) 2025-10-16T20:14Z 76.1K followers, 2030 engagements


"I just published a new article: $TWST: Investment Thesis Explained A fascinating picks-and-shovels play sitting at the intersection of AI and biotech. I truly enjoyed researching this one"  
[X Link](https://x.com/mvcinvesting/status/1976395660216893672) [@mvcinvesting](/creator/x/mvcinvesting) 2025-10-09T21:13Z 76.1K followers, 136.3K engagements


"Sentiment finally seems to be turning for $DLO now just a few cents away from a new 52-week high. The stock usually barely moves on new partnerships but this rally is being driven by: 1) Goldman Sachs upgrade and PT raise; 2) Motley Fool recommendation to paid members. It still is and will remain one of my largest positions"  
[X Link](https://x.com/mvcinvesting/status/1978382648994082911) [@mvcinvesting](/creator/x/mvcinvesting) 2025-10-15T08:49Z 76.1K followers, 47.1K engagements


"The weekend is the perfect time to explore new ideas. As I always ask. What are you buying 👇🏻🧐 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"  
[X Link](https://x.com/mvcinvesting/status/1865404599890292843) [@mvcinvesting](/creator/x/mvcinvesting) 2024-12-07T14:34Z 75.8K followers, 69.6K engagements


"$NBIS just hit a new all-time high after Bloomberg revealed more details on its deal with Microsoft: - Access to 100000 NVIDIA GB300 GPUs - Includes using $NBIS' data centers to run large language models - Microsoft investing $33B in neoclouds (Nebius CoreWeave Nscale Lambda) to ease the AI crunch 🤝🏻"  
[X Link](https://x.com/mvcinvesting/status/1973695178893369595) [@mvcinvesting](/creator/x/mvcinvesting) 2025-10-02T10:22Z 76.1K followers, 289.5K 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"  
[X Link](https://x.com/mvcinvesting/status/1878472458891628691) [@mvcinvesting](/creator/x/mvcinvesting) 2025-01-12T16:01Z 76.1K followers, 28.9K engagements


"CORRECTION: It appears I was misled by someone I believed to be a reliable source. Motley Fool did not recommend $DLO so the recent buying pressure is likely due solely to Goldman Sachs upgrade. It's irrelevant to the thesis but I wanted to clarify and apologize. 🙏🏻"  
[X Link](https://x.com/mvcinvesting/status/1978436856447443130) [@mvcinvesting](/creator/x/mvcinvesting) 2025-10-15T12:24Z 76.1K followers, 16.7K engagements


"One of my most expensive mistakes this year was writing this REEs article but not getting any exposure to the sector. The thesis was clear but as the U.S. and China moved toward a tariff deal I thought the momentum could fade. I still have my $MP Deep Dive draft and plan to finish it soon while also looking into smaller plays that could benefit from this war"  
[X Link](https://x.com/mvcinvesting/status/1977319424026726605) [@mvcinvesting](/creator/x/mvcinvesting) 2025-10-12T10:24Z 76.1K followers, 102.2K engagements


"JUST IN: $ASTS has signed a commercial agreement with Verizon to launch space-based cellular service in 2026. $ASTS just hit $80/share for the first time ever in pre-market trading. Congrats bulls 👏🏻 The partnership will use Verizon's XXX MHz spectrum to connect standard smartphones directly to satellites. Voice video and messaging tests have already been successfully completed marking another major step toward global satellite-to-phone connectivity"  
[X Link](https://x.com/mvcinvesting/status/1975892072675610977) [@mvcinvesting](/creator/x/mvcinvesting) 2025-10-08T11:52Z 76.1K followers, 52.9K engagements


"$NBIS Here's an interesting video featuring Avride's Global Head of Sales & Partnerships explaining the technology that powers the company's autonomous delivery robots. Definitely worth a watch. 🎥 Credits: ASME"  
[X Link](https://x.com/mvcinvesting/status/1975338812428661126) [@mvcinvesting](/creator/x/mvcinvesting) 2025-10-06T23:14Z 76.1K followers, 44K engagements


"As usual my Deep Dive on $CLPT was shared for free. Full transparency: this was my smallest position but today's data gives me the confidence to significantly increase my exposure even if it means paying a higher price. One of the most misunderstood microcaps out there"  
[X Link](https://x.com/mvcinvesting/status/1970828988223533474) [@mvcinvesting](/creator/x/mvcinvesting) 2025-09-24T12:33Z 76.1K followers, 123K engagements


"JUST IN: $AMD announced a multi-year partnership with OpenAI that could "provide a springboard to greater adoption of its technology and take its AI GPU revenue from $6.55B this year to over $100B" in the next few years. 😳 As part of the agreement OpenAI can acquire up to XX% of $AMD's shares at $XXXX per share. The partnership covers the deployment of roughly X GW of $AMD's upcoming MI450 chips starting in 2026 with revenue recognition beginning next year"  
[X Link](https://x.com/mvcinvesting/status/1975164301498339590) [@mvcinvesting](/creator/x/mvcinvesting) 2025-10-06T11:40Z 76.1K followers, 75.6K engagements


"4) China's Dominance and the Global Imbalance Over the past three decades China has transformed itself into the undisputed leader of the global rare earth industry. While several countries possess rich geological reserves Chinas dominance lies not only in mining but more critically in refining processing and magnet production which are the most technologically demanding and strategically valuable segments of the supply chain. Today China: Produces approximately XX% of the worlds rare earth elements Controls nearly XX% of global REE processing and separation capacity Handles over XX% of all"  
[X Link](https://x.com/mvcinvesting/status/1977707439345533148) [@mvcinvesting](/creator/x/mvcinvesting) 2025-10-13T12:06Z 75.9K followers, 6617 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: 👇🏻🧵"  
[X Link](https://x.com/mvcinvesting/status/1940788040559128767) [@mvcinvesting](/creator/x/mvcinvesting) 2025-07-03T15:01Z 76.1K followers, 159.3K engagements


"Here's why stocks like $DLO and $MELI moved higher today: 🧐 The U.S. Treasury announced it has directly purchased Argentine pesos and finalized a $20B currency swap agreement with Argentina's central bank a historic move aimed at stabilizing Argentina's financial system and supporting President Javier Milei's reform agenda. In the statement shared by Scott Bessent the U.S. emphasized its commitment to providing immediate market stability and backing Argentina's fiscal discipline and structural reforms. This level of support including direct FX purchases is extremely rare and signals"  
[X Link](https://x.com/mvcinvesting/status/1976377754938638709) [@mvcinvesting](/creator/x/mvcinvesting) 2025-10-09T20:02Z 76K followers, 56.6K engagements


"JUST IN: $RKLB has successfully completed its 73rd Electron mission. ✅ Flawless execution"  
[X Link](https://x.com/mvcinvesting/status/1978149959191888234) [@mvcinvesting](/creator/x/mvcinvesting) 2025-10-14T17:24Z 76.1K followers, 37.3K engagements


"From micro to small mid large and mega caps Here are XX stocks I'm watching for 2025 and WHY: 👇🏻🧵 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"  
[X Link](https://x.com/mvcinvesting/status/1873114710356443567) [@mvcinvesting](/creator/x/mvcinvesting) 2024-12-28T21:12Z 76.1K followers, 489.7K engagements


"Ive shared every single move Ive made with $RKLB here completely for free. Heres the post I wrote when I first started my position"  
[X Link](https://x.com/mvcinvesting/status/1976707924312445345) [@mvcinvesting](/creator/x/mvcinvesting) 2025-10-10T17:54Z 76.1K followers, 80.2K engagements


"The new Street estimate sits at $1.68B. Thats a XX% increase in about five months. 🤯 And let me tell you one thing: $NBIS will still likely crush that number"  
[X Link](https://x.com/mvcinvesting/status/1972685440596468032) [@mvcinvesting](/creator/x/mvcinvesting) 2025-09-29T15:30Z 75.9K followers, 48.9K engagements


"Yonatan Dolan who left AWS after X years as an Analytics Specialist to join ClickHouse as a Solutions Architect shared why he decided to make that move. One reason stood out to me: 4) Valuation growth and potential "ClickHouse was established just X years ago in September 2021 and raised $300M with an estimated valuation of $2B. Earlier this year another funding round led the company to a valuation of over $6B. This is a significant 3x growth on not such a small amount so already a great sign. But I believe the potential is actually much higher. Just looking at other players in the data and"  
[X Link](https://x.com/mvcinvesting/status/1978806174787969199) [@mvcinvesting](/creator/x/mvcinvesting) 2025-10-16T12:52Z 76.1K followers, 33.4K engagements


"Another day another win for $DLO. $DLO integrates Capitec Pay to expand realtime open banking payments in South Africa. 👀 Capitec has over 24M active clients including 13M app users the largest digital payments audience in the country. Developed by Capitec Bank Capitec Pay allows users to make instant secure payments directly from their bank accounts no cards or third-party platforms required. Transactions are authenticated through the Capitec banking app giving consumers full control and eliminating the need to share sensitive financial details online. A standout feature is Variable"  
[X Link](https://x.com/mvcinvesting/status/1968616570768236688) [@mvcinvesting](/creator/x/mvcinvesting) 2025-09-18T10:02Z 76.1K followers, 44K engagements


"For everyone asking my thoughts on how the $AMD x OpenAI deal impacts $NBIS here are my views. I think the effect on the investment thesis is neutral for three reasons: 1) Not necessarily bullish. We already knew that demand for AI infrastructure is exploding. This agreement is simply another sign of what's been obvious for months: the industry is scaling at an unprecedented pace. It doesn't fundamentally change the thesis for $NBIS since strong demand for compute was already a given. 2) Not bearish either. This move was largely expected. Anyone following the AI infrastructure space closely"  
[X Link](https://x.com/mvcinvesting/status/1975306000774435304) [@mvcinvesting](/creator/x/mvcinvesting) 2025-10-06T21:03Z 76.1K followers, 66.1K engagements


"Everyone's talking about Rare Earth Elements (REEs) but few truly understand why they matter. In this thread I'll break down what makes REEs so critical the global imbalance threatening supply chains and the biggest challenge that still needs to be solved. 🧵👇🏻"  
[X Link](https://x.com/mvcinvesting/status/1977707425701519543) [@mvcinvesting](/creator/x/mvcinvesting) 2025-10-13T12:06Z 76.1K followers, 119.2K engagements


"6) Toward a Mine-to-Magnet Strategy: Rebuilding America's Rare Earth Independence In response to its heavy reliance on China for rare earth elements the United States has accelerated its efforts to rebuild a domestic end-to-end supply chain capable of supporting both its defense and clean energy sectors. Central to this strategy is the governments expanded use of the Defense Production Act which since 2020 has directed more than $400M toward mining refining and magnet manufacturing. In 2025 this commitment deepened with a series of major policy and industrial moves aimed at securing every"  
[X Link](https://x.com/mvcinvesting/status/1977707447079862553) [@mvcinvesting](/creator/x/mvcinvesting) 2025-10-13T12:06Z 75.8K followers, 6052 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) [@mvcinvesting](/creator/x/mvcinvesting) 2025-10-11T12:22Z 76.1K followers, 157.3K engagements


"Singapore Prime Minister and Defence Minister visited $RKLB in New Zealand. 👀 Everyone was deeply impressed by the work and ethos"  
[X Link](https://x.com/mvcinvesting/status/1976669637153833016) [@mvcinvesting](/creator/x/mvcinvesting) 2025-10-10T15:22Z 76.1K followers, 32K engagements


"7) Final Thoughts Rare earth elements may be misnamed they're not rare in nature but they are unquestionably rare in the global economy where refined supply is concentrated in just one country. As the world transitions toward electrification digitization and rearmament REEs are poised to become the next critical battleground in the 21st-century resource race. Chinas near-monopoly gives it outsize influence and its recent moves suggest a willingness to weaponize that dominance. Meanwhile the U.S. and its allies are scrambling to catch up racing to secure stable transparent and sustainable"  
[X Link](https://x.com/mvcinvesting/status/1977707449642635384) [@mvcinvesting](/creator/x/mvcinvesting) 2025-10-13T12:06Z 76.1K followers, 15.9K engagements


"JUST IN: $NBIS is spiking after Bloomberg reported that Microsoft is forecasting data center constraints through 2026 longer than previously outlined. 👀 They are literally turning away Azure customers right now due to lack of capacity. BULLISH"  
[X Link](https://x.com/mvcinvesting/status/1976370216352571849) [@mvcinvesting](/creator/x/mvcinvesting) 2025-10-09T19:32Z 76.1K followers, 196.5K 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 👇🏻👀"  
[X Link](https://x.com/mvcinvesting/status/1893381362754662795) [@mvcinvesting](/creator/x/mvcinvesting) 2025-02-22T19:24Z 76.1K followers, 198.2K engagements


"JUST IN: $CLPT announces expanded international clearances for its key therapy delivery product now approved in XX countries worldwide. 🌍👀 The company received new regulatory approvals for product use in Canada Hong Kong and Taiwan further strengthening its global footprint. This growing track record across major regulatory bodies is expected to de-risk BioPharma partners' pathways toward global scale and clinical standardization. "We believe that this is essential for speeding up the cell and gene therapy clinical trial process reducing technical risks and reducing surgical risks. The"  
[X Link](https://x.com/mvcinvesting/status/1975320165483979263) [@mvcinvesting](/creator/x/mvcinvesting) 2025-10-06T22:00Z 76K followers, 37.1K 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/mvcinvesting/status/1954303765260935552) [@mvcinvesting](/creator/x/mvcinvesting) 2025-08-09T22:08Z 76.1K followers, 239.9K engagements


"$ASTS just crossed $100/share for the first time ever. No position but congrats to the bulls 👏🏻 $RKLB is next"  
[X Link](https://x.com/mvcinvesting/status/1978829172651794757) [@mvcinvesting](/creator/x/mvcinvesting) 2025-10-16T14:23Z 76.1K followers, 55.5K engagements


"JUST IN: Arete Research raised its Price Target on $NBIS from $XXX to $XXX and keeps a Buy rating 🟢 Back in April some of us were loading up under $XX. Fast-forward a few months and were looking at a PT nearly 10x higher. Let that sink in"  
[X Link](https://x.com/mvcinvesting/status/1966441931472310580) [@mvcinvesting](/creator/x/mvcinvesting) 2025-09-12T10:01Z 76.1K followers, 255.1K engagements


"$CRWV's CEO is hyping the potential benefits of acquiring Core Scientific emphasizing the power of vertical integration. In doing so hes basically making the case for why $NBIS has a structural advantage. Funny"  
[X Link](https://x.com/mvcinvesting/status/1955378000939323484) [@mvcinvesting](/creator/x/mvcinvesting) 2025-08-12T21:16Z 76.1K followers, 43.7K engagements


"JUST IN: Shake Shack Joins Avride (owned by $NBIS) and Uber Eats in Jersey City 🔥 Our robots have already become a familiar sight in Jersey City and were deeply touched by the warm welcome from the community. Were especially thrilled to now be delivering from Shake Shack a true local favorite and look forward to delighting more communities in the same way as we grow. Toby Snuggs Head of Sales at Avride"  
[X Link](https://x.com/mvcinvesting/status/1973019732396658797) [@mvcinvesting](/creator/x/mvcinvesting) 2025-09-30T13:38Z 75.9K followers, 81.8K engagements