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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 XXXXXXX -XX%
- X Month XXXXXXXXX -XX%
- X Months XXXXXXXXXX +54%
- X Year XXXXXXXXXX +566%

### 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 Month XXX -XX%
- X Months XXXXX -XXXX%
- X Year XXXXX +87%

### 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 +0.22%
- X Month XXXXXX +2.90%
- X Months XXXXXX +90%
- X Year XXXXXX +526%

### 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

**Social category influence**
[finance](/list/finance)  #4198 [stocks](/list/stocks)  XXXXX% [technology brands](/list/technology-brands)  XXXX% [automotive brands](/list/automotive-brands)  XXXX% [countries](/list/countries)  XXXX%

**Social topic influence**
[$nbis](/topic/$nbis) #7, [ai](/topic/ai) #5255, [target](/topic/target) #2371, [market cap](/topic/market-cap) #824, [investment](/topic/investment) #394, [$dlo](/topic/$dlo) #3, [goldman sachs](/topic/goldman-sachs) #84, [$hrow](/topic/$hrow) #2, [$23b](/topic/$23b) #15, [business](/topic/business) XXXX%

**Top accounts mentioned or mentioned by**
[@fabio_zagami](/creator/undefined) [@joinyellowbrick](/creator/undefined) [@grok](/creator/undefined) [@genzinvest0r](/creator/undefined) [@danielisdizzy](/creator/undefined) [@samsolid57](/creator/undefined) [@ronenhayempour](/creator/undefined) [@neuralcadence](/creator/undefined) [@austinaver70395](/creator/undefined) [@babyfolio](/creator/undefined) [@batemanzm75](/creator/undefined) [@william_r2rclub](/creator/undefined) [@theeuinvestor](/creator/undefined) [@americanlay007](/creator/undefined) [@2021_stonks](/creator/undefined) [@reelyphishy](/creator/undefined) [@kaizen_investor](/creator/undefined) [@accounting_ds](/creator/undefined) [@ramks_channel](/creator/undefined) [@h_westin](/creator/undefined)

**Top assets mentioned**
[Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [DLocal Limited Class A Common Shares (DLO)](/topic/$dlo) [Goldman Sachs (GS)](/topic/goldman-sachs) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [MP Materials Corp. (MP)](/topic/$mp) [Microsoft Corp. (MSFT)](/topic/microsoft) [Fiserv, Inc. (FI)](/topic/$fi) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Eos Energy Enterprises, Inc. (EOSE)](/topic/$eose) [CoreWeave, Inc. (CRWV)](/topic/$crwv) [Galaxy Digital Inc. (GLXY)](/topic/$glxy) [IREN Limited (IREN)](/topic/$iren) [Cipher Mining Inc. Common Stock (CIFR)](/topic/$cifr)
### Top Social Posts
Top posts by engagements in the last XX hours

"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)  2025-10-16T21:41Z 80.7K followers, 82.4K engagements


"Arete Research raised its Price Target on $NBIS from $XXX to $XXX and keeps a Buy rating 🟢"  
[X Link](https://x.com/mvcinvesting/status/1995509333187248134)  2025-12-01T15:04Z 80.7K followers, 121.4K engagements


"If you dont trust the team running a company you shouldnt even consider investing in it. And if youre going to make it a large position in your portfolio you need to believe theyre among the best at what they do. This is non-negotiable"  
[X Link](https://x.com/mvcinvesting/status/1995566440930476115)  2025-12-01T18:51Z 80.7K followers, 40.7K engagements


"We said we expect EBIT margins to be 20-30% and we are focused on delivering on that. () When we look at these large deals we're doing we are focused on delivering within that margin range. Neil Doshi VP of IR at $NBIS"  
[X Link](https://x.com/mvcinvesting/status/1996254794659320195)  2025-12-03T16:26Z 80.7K followers, 53.7K 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/mvcinvesting/status/1969043074073411588)  2025-09-19T14:17Z 80.7K followers, 231.6K 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)  2025-10-05T17:31Z 80.7K followers, 184.5K engagements


"$DLO's BNPL integration has been a success with +2.5x volume growth QoQ. Importantly $DLO generates revenue through profit-sharing agreements with BNPL providers with no credit risk involved. Now live in X countries with more to come"  
[X Link](https://x.com/mvcinvesting/status/1988720693241082008)  2025-11-12T21:28Z 80.7K followers, 27.8K engagements


"Here are Citizens estimates for $NBIS through 2027. More details: Citizens estimates that the Microsoft deal will generate $729M in FCF per year over five years while the Meta deal should contribute $126M per year over the same period. They also value Avride at $6B based on peer comparisons TripleTen at $145M their stake in ClickHouse at $1.8B and Toloka at $440M in total (undisclosed % owned by Nebius)"  
[X Link](https://x.com/mvcinvesting/status/1991093082935157176)  2025-11-19T10:35Z 80.7K followers, 116.5K engagements


"$NBIS just hired a new Sr. Director of Product with 5+ years of experience at Azure and 3+ years at AWS. Strong addition to the team. 👌🏻"  
[X Link](https://x.com/mvcinvesting/status/1992877675422351519)  2025-11-24T08:47Z 80.7K followers, 50.6K engagements


"$NBIS will present at the UBS Global Technology and AI Conference. The session is scheduled for December X at 10:55 AM EST"  
[X Link](https://x.com/mvcinvesting/status/1993103120701005926)  2025-11-24T23:43Z 80.7K followers, 40.3K 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 80.7K followers, 134.7K engagements


"BIG news. 👀 $NBIS has acquired XXX acres in Independence Missouri with plans for an AI data center campus that could scale to 8-10 buildings represent billions in investment and deliver XXX MW of capacity. This would be the first data center in the U.S. that $NBIS fully builds and operates itself perfectly aligned with Arkadys comments on the last earnings call about gradually reducing reliance on colocation partners. Its important to note this is not yet a final commitment. Zoning permitting and city planning processes will determine whether the project moves forward. That said Independence"  
[X Link](https://x.com/mvcinvesting/status/1998360636695208436)  2025-12-09T11:54Z 80.7K followers, 63.7K 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 80.7K followers, 180.5K 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 XX tickers over and over. Surprise me with something off the radar"  
[X Link](https://x.com/mvcinvesting/status/1971270533506568213)  2025-09-25T17:48Z 80.7K followers, 98.9K 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 80.7K followers, 158.7K engagements


"Yikes. 😳 $FI is down nearly XX% after a major miss across the board and a XX% 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 80.7K followers, 235.1K engagements


"For anyone doubting it here's the three-page Goldman Sachs report on $NBIS. The upgrade was driven by higher sales estimates and an unchanged 7x CY27E EV/Sales multiple. Lowered 2026 Revenue estimates from $6.6B to $3.8B. Raised 2027 Revenue estimates from $5.8B to $7.7B"  
[X Link](https://x.com/mvcinvesting/status/1989424175514333525)  2025-11-14T20:04Z 80.7K followers, 320.1K engagements


"$NBIS will likely announce something about the expansion of its Finnish data center before year-end. After being the first company to deploy GB300s in the UK it will also be the first in the EU. For context this is one of the most energy-efficient data centers in the world"  
[X Link](https://x.com/mvcinvesting/status/1990791771769745686)  2025-11-18T14:38Z 80.7K followers, 104.9K engagements


"I dont think Ive ever seen my timeline this bearish maybe not even back in April. Not calling a bottom just pointing out how extreme sentiment feels right now. And whats funny is that literally XX hours ago everyone was celebrating the return of the bull market"  
[X Link](https://x.com/mvcinvesting/status/1991627790819688891)  2025-11-20T22:00Z 80.7K followers, 142.8K engagements


"Analysts now expect $NBIS to reach $3.07B in revenue by 2026. That's a XXX% increase in estimates in just seven months. I call that execution. I said from the start: the opportunity was asymmetric because no one was covering it. Now they're catching up. 💆🏻♂"  
[X Link](https://x.com/mvcinvesting/status/1993298770218700953)  2025-11-25T12:40Z 80.7K followers, 106K engagements


"I just published a new article: $NBIS: Updated Valuation Model Post-Q3 Results Please make an effort to read the full piece rather than jumping straight to the final numbers. The context and assumptions are just as important. Happy Thanksgiving 🙌🏻"  
[X Link](https://x.com/mvcinvesting/status/1993835765407850499)  2025-11-27T00:14Z 80.7K followers, 302.3K engagements


"I've been accumulating $HROW over the past few months. It's now my third-largest position. All my articles on the company are free to read. NFA"  
[X Link](https://x.com/mvcinvesting/status/1994366945336910301)  2025-11-28T11:25Z 80.7K followers, 115.2K engagements


"JUST IN: Avride $NBIS has officially launched its commercial robotaxi service in Dallas in partnership with Uber. 🔥 A fleet of all-electric Hyundai Ioniq 5s equipped with Avrides self-driving system will now operate across a 9-square-mile area that includes downtown Dallas. Uber says the service area is set to expand in the coming months. The fleet is small for now but an Uber spokesperson confirmed it will scale to hundreds of robotaxis across Dallas over the next few years. The model will eventually mirror Ubers collaborations with Waymo in Austin and Atlanta. Avride will manage its own"  
[X Link](https://x.com/mvcinvesting/status/1996197248388989191)  2025-12-03T12:38Z 80.7K followers, 69.5K engagements


"$NBIS just hired a new Head of Physical AI joining directly from AWS after X years there. 👌🏻"  
[X Link](https://x.com/mvcinvesting/status/1996971004833173914)  2025-12-05T15:52Z 80.7K followers, 70.1K engagements


"🚨 JUST IN: SpaceX is reportedly in talks for a secondary share sale that would lift the companys valuation to $800B. Long $RKLB"  
[X Link](https://x.com/mvcinvesting/status/1997022700288536738)  2025-12-05T19:18Z 80.7K followers, 70.2K engagements


"Last Thursday B. Riley reiterated its Buy rating and $XX PT on $HROW. I remain extremely bullish and believe the stock could reach far higher levels with a multi-year time horizon. Heres a summary of the analysts note: 👇🏻 B. Riley reiterated its constructive stance on $HROW highlighting continued strength across its three core franchises VEVYE TRIESENCE and IHEEZO along with growing confidence in the companys long-term revenue and FCF outlook. For VEVYE the firm points to sustained share gains and major formulary wins including CVS Caremark elevating the drug to preferred status while"  
[X Link](https://x.com/mvcinvesting/status/1997697966593692026)  2025-12-07T16:01Z 80.7K followers, 23.8K engagements


"@AustinAver70395 Not necessarily. Even accounting for these XXX MW were still far from the XXX GW of contracted power that $NBIS guided for by YE2026. Also in the Q2 earnings call Arkady said they had planned two substantial new greenfield locations in the U.S"  
[X Link](https://x.com/mvcinvesting/status/1998364944761557252)  2025-12-09T12:11Z 80.7K followers, 1670 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)  2025-08-19T20:30Z 80.7K followers, 589.1K 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"  
[X Link](https://x.com/mvcinvesting/status/1969059599836721271)  2025-09-19T15:22Z 80.7K followers, 109.4K 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)  2025-10-15T08:49Z 80.7K followers, 49.7K engagements


"Goldman Sachs raised its Price Target on $NBIS from $XXX to $XXX and keeps a Buy rating 🟢"  
[X Link](https://x.com/mvcinvesting/status/1989409257394245835)  2025-11-14T19:05Z 80.7K followers, 354.8K engagements


"McKinsey just published a very interesting article on the Neoclouds sector. 🧐 A must-read for anyone investing in AI infrastructure stocks. $NBIS $CRWV $GLXY $IREN $CIFR "Neoclouds originally emerged as stopgaps to address the GPU shortage but their bare-metal-as-a-service (BMaaS) economics are fragile. Their long-term viability hinges on their ability to move up the stack into AI-native services which puts them in direct competition with hyperscalers. Their future however likely lies not in rivaling hyperscalers but in securing positions in enduring niche markets such as sovereign compute"  
[X Link](https://x.com/mvcinvesting/status/1991501466633121984)  2025-11-20T13:38Z 80.7K followers, 210.7K engagements


"Ill never understand posts that show a couple of charts with revenue and EPS rising and then claim the stock has to go up as well. Context matters. Valuation matters. Markets look forward not backward. If only it were that easy"  
[X Link](https://x.com/mvcinvesting/status/1994486360305275171)  2025-11-28T19:19Z 80.7K followers, 31.6K engagements


"I see many investors more focused on looking smart than actually making money. Im not defending speculators who chase every hyped stock but dismissing an opportunity just because it's not unknown while bragging about some fishy 3x PE stock isnt the flex you think it is"  
[X Link](https://x.com/mvcinvesting/status/1995159243608199232)  2025-11-30T15:53Z 80.7K followers, 34.7K engagements


"Marc Boroditsky $NBIS' CRO addressing the "AI bubble": "The demand is there. We're seeing it in our pipeline. We're watching customers doubling (demand) every X to X weeks. Inference is growing at an extraordinary rate. I think we're actually still lagging the demand.""  
[X Link](https://x.com/mvcinvesting/status/1996252575918657939)  2025-12-03T16:17Z 80.7K followers, 46.8K engagements


"I just published a quick breakdown of the Investor Conferences that $HROW and $NBIS participated in this week. 🔗 Link in bio"  
[X Link](https://x.com/mvcinvesting/status/1996710185952260309)  2025-12-04T22:36Z 80.7K followers, 26.1K engagements


"JUST IN: $DLO announced an expansion of its partnership with Yuno to support their growth from Latin America into Africa starting with Smart Fits payment operations in Morocco. 👀 Smart Fit one of the worlds largest fitness chains is already leveraging this alliance to expand into Morocco by seamlessly integrating local debit and credit cards while navigating Africas complex regulatory landscape"  
[X Link](https://x.com/mvcinvesting/status/1998381423099617638)  2025-12-09T13:17Z 80.7K followers, 9785 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 XX Nms aimed at 500-1000 kg satellites operating in LEO and beyond"  
[X Link](https://x.com/mvcinvesting/status/1998397132127019492)  2025-12-09T14:19Z 80.7K followers, 15.9K engagements