# ![@nano_narrative Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1938302582834810880.png) @nano_narrative nano.narrative

nano.narrative posts on X about growth, $oscr, $race, $u the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1938302582834810880/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1938302582834810880/c:line/m:interactions.svg)

- [--] Week [------] +390%
- [--] Month [------] +521%
- [--] Months [-------] +3,328%

### Mentions: [--] [#](/creator/twitter::1938302582834810880/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1938302582834810880/c:line/m:posts_active.svg)

- [--] Week [--] -62%
- [--] Month [--] +146%
- [--] Months [---] +1,085%

### Followers: [---] [#](/creator/twitter::1938302582834810880/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1938302582834810880/c:line/m:followers.svg)

- [--] Week [---] +6.60%
- [--] Month [---] +6.60%
- [--] Months [---] +34%

### CreatorRank: [-------] [#](/creator/twitter::1938302582834810880/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1938302582834810880/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  60% [finance](/list/finance)  26% [technology brands](/list/technology-brands)  9% [luxury brands](/list/luxury-brands)  8% [automotive brands](/list/automotive-brands)  8% [cryptocurrencies](/list/cryptocurrencies)  4% [social networks](/list/social-networks)  1% [financial services](/list/financial-services)  1%

**Social topic influence**
[growth](/topic/growth) #773, [$oscr](/topic/$oscr) #280, [$race](/topic/$race) 8%, [$u](/topic/$u) #195, [ai](/topic/ai) 6%, [$spy](/topic/$spy) #1315, [$hood](/topic/$hood) #1517, [hood](/topic/hood) #42, [$dxy](/topic/$dxy) 5%, [$tlt](/topic/$tlt) 5%

**Top accounts mentioned or mentioned by**
[@raydalio](/creator/undefined) [@zerohedge](/creator/undefined) [@optstrategist](/creator/undefined) [@greatmartis](/creator/undefined) [@wublockchain](/creator/undefined) [@kalshi](/creator/undefined) [@cryptorand](/creator/undefined) [@lisaabramowicz1](/creator/undefined) [@benzinga](/creator/undefined) [@larkdavis](/creator/undefined) [@unusualwhales](/creator/undefined) [@ashcrypto](/creator/undefined) [@bergvikjohnny](/creator/undefined) [@pazavi](/creator/undefined)

**Top assets mentioned**
[Oscar Health, Inc.  (OSCR)](/topic/$oscr) [Ferrari N.V. (RACE)](/topic/$race) [Unity Software Inc. (U)](/topic/$u) [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [Robinhood Markets, Inc.  (HOOD)](/topic/$hood) [Centrus Energy Corp. (LEU)](/topic/$leu) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [SPX6900 (SPX)](/topic/$spx) [Shopify Inc (SHOP)](/topic/$shop) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Eclipse (ES)](/topic/$es) [Cloudflare, Inc. (NET)](/topic/$net) [McDonald's Corp (MCD)](/topic/$mcd) [Crocs, Inc. (CROX)](/topic/$crox) [Cameco Corporation (CCJ)](/topic/$ccj) [Vixco (VIX)](/topic/$vix) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Advanced Micro Devices (AMD)](/topic/$amd) [SPDR GOLD ETF (GLD)](/topic/$gld) [Freeport-McMoRan Inc (FCX)](/topic/$fcx) [MP Materials Corp. (MP)](/topic/$mp) [NovaDEX (NVX)](/topic/$nvx) [BHP Group Limited (BHP)](/topic/$bhp) [Teck Resources Limited (TECK)](/topic/$teck) [Critical Metals Corp. Ordinary Shares (CRML)](/topic/$crml) [TMC the metals company Inc. Common Stock (TMC)](/topic/$tmc) [Southern Copper Corporation (SCCO)](/topic/$scco) [Hudbay Minerals Inc. (HBM)](/topic/$hbm) [Ero Copper Corp. (ERO)](/topic/$ero) [NexGen Energy Ltd. (NXE)](/topic/$nxe) [Energy Fuels Inc. (UUUU)](/topic/$uuuu) [Realio Network (RIO)](/topic/$rio) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Eli Lilly and Company (LLY)](/topic/$lly) [AbbVie Inc (ABBV)](/topic/$abbv) [Novo-Nordisk (NVO)](/topic/$nvo) [Micron Technology, Inc. (MU)](/topic/$mu) [CatCoin (CAT)](/topic/$cat) [JPMorgan Chase (JPM)](/topic/$jpm)
### Top Social Posts
Top posts by engagements in the last [--] hours

"metal.signal price confirms the story. copper ripping. inventories tight. [----] deficit isnt theory anymore. $HG_F $FCX $BHP $RIO $TECK nfa.dyor critical.minerals supply chains are the new trade. watchlist: $MP $CRML $TMRC $TMC $SCCO $FCX $HBM $ERO $NVX $NMG $WWR $CCJ $LEU $NXE $UUUU $MP $FCX $NVX $CCJ $LEU whats the bottleneck not financial advice. do your own research. https://t.co/Sca4MZDIyX critical.minerals supply chains are the new trade. watchlist: $MP $CRML $TMRC $TMC $SCCO $FCX $HBM $ERO $NVX $NMG $WWR $CCJ $LEU $NXE $UUUU $MP $FCX $NVX $CCJ $LEU whats the bottleneck not financial"  
[X Link](https://x.com/nano_narrative/status/2016875142178070780)  2026-01-29T14:04Z [---] followers, [---] engagements


"fed.noise words beat data. volatility lever. $DXY $TLT $TNX #fed #rates #volatility"  
[X Link](https://x.com/nano_narrative/status/2018589819170124058)  2026-02-03T07:38Z [---] followers, [---] engagements


"trading legends. one archetype at a time. fear.mastery Paul Tudor Jones you dont eliminate fear. you trade with it"  
[X Link](https://x.com/nano_narrative/status/2018736183807824378)  2026-02-03T17:19Z [---] followers, [--] engagements


"tech.reprice not a crash. a confidence reset"  
[X Link](https://x.com/nano_narrative/status/2018956809621430272)  2026-02-04T07:56Z [---] followers, [--] engagements


"premarket.signal demand isnt the question. margins are. $UBER $LLY $ABBV"  
[X Link](https://x.com/nano_narrative/status/2018958166419988854)  2026-02-04T08:01Z [---] followers, [---] engagements


"@RayDalio talent.filter capital still chases skill. noise just got louder"  
[X Link](https://x.com/nano_narrative/status/2019070266786070652)  2026-02-04T15:27Z [---] followers, [--] engagements


"narrative.flip AI was supposed to kill search. $GOOG just posted +17% search growth. explain"  
[X Link](https://x.com/nano_narrative/status/2019310023785005498)  2026-02-05T07:20Z [---] followers, [--] engagements


"belief.engine $GOOG didnt just beat. it turned AI fear into cash-flow dominance"  
[X Link](https://x.com/nano_narrative/status/2019310191473476066)  2026-02-05T07:20Z [---] followers, [--] engagements


"margin.control 31.6% operating margin. even after a $2.1B Waymo hit. funding the AI arms race still intact"  
[X Link](https://x.com/nano_narrative/status/2019310650997027064)  2026-02-05T07:22Z [---] followers, [--] engagements


"capex.truth $175185B CapEx in [----]. bears see cost. bulls see distance. $GOOG $GOOGL whos still scared"  
[X Link](https://x.com/nano_narrative/status/2019310755091534151)  2026-02-05T07:22Z [---] followers, [--] engagements


"source.check $GOOG earnings release https://s206.q4cdn.com/479360582/files/doc_financials/2025/q4/2025q4-alphabet-earnings-release.pdf https://s206.q4cdn.com/479360582/files/doc_financials/2025/q4/2025q4-alphabet-earnings-release.pdf"  
[X Link](https://x.com/nano_narrative/status/2019311976175005915)  2026-02-05T07:27Z [---] followers, [--] engagements


"@zerohedge confidence.deficit stimulus tried. psychology stayed"  
[X Link](https://x.com/nano_narrative/status/2019786442231189802)  2026-02-06T14:53Z [---] followers, [---] engagements


"@great_martis channel.test trends end quietly. not with sirens"  
[X Link](https://x.com/nano_narrative/status/2019893180485799965)  2026-02-06T21:57Z [---] followers, [---] engagements


"@RayDalio productive.debt money works or it rots"  
[X Link](https://x.com/nano_narrative/status/2020191698576633887)  2026-02-07T17:43Z [---] followers, [--] engagements


"this week decides direction. not headlines. $SPX $ES $SPY $DXY #macroeconomics #CPI #NFP #FinTwit"  
[X Link](https://x.com/nano_narrative/status/2020426215006638178)  2026-02-08T09:15Z [---] followers, [--] engagements


"auctions matter. leverage listens. $TNX $TYX $TLT $ES #bonds #treasuries #yields #liquidity #FinTwit"  
[X Link](https://x.com/nano_narrative/status/2020427612116635768)  2026-02-08T09:20Z [---] followers, [---] engagements


"markets are all-in. surprises move fast. $SPX $VIX $ES $SPY #riskmanagement #volatility #sentiment #markets"  
[X Link](https://x.com/nano_narrative/status/2020428485681201372)  2026-02-08T09:24Z [---] followers, [--] engagements


"1/5: regulatory.ceasefire Voluntary halt of compounded GLP-1 pills under FDA scrutiny. Strategic risk reduction not surrender. $HIMS"  
[X Link](https://x.com/nano_narrative/status/2020458900433076397)  2026-02-08T11:25Z [---] followers, [---] engagements


"2/5: ip.friction Access vs IP enforcement. Safety markets or patents $NVO escalates pressure on $HIMS"  
[X Link](https://x.com/nano_narrative/status/2020459131358904617)  2026-02-08T11:26Z [---] followers, [---] engagements


"dip.buyer not everyone buys the dip. most become it. you dont catch fear. you drown in it. #dipbuyer #marketwashout #forcedselling #liquidation #panictrade #riskoff #volatility #finwit #marketpsychology #nanonarrative"  
[X Link](https://x.com/nano_narrative/status/2020764135319875831)  2026-02-09T07:38Z [---] followers, [--] engagements


"@WuBlockchain digital.bullion stablecoins learned from central banks"  
[X Link](https://x.com/nano_narrative/status/2020802449922011643)  2026-02-09T10:10Z [---] followers, [--] engagements


"@RayDalio short.selection what underperforms funds what outperforms"  
[X Link](https://x.com/nano_narrative/status/2020879670435045561)  2026-02-09T15:17Z [---] followers, [--] engagements


"@Kalshi credit.pullforward is growth borrowed from next year"  
[X Link](https://x.com/nano_narrative/status/2020882406220157127)  2026-02-09T15:28Z [---] followers, [--] engagements


"ai.bounce Semis trying to reclaim the tape after the capex scare. Relief rally or a real reset toward monetization $NVDA $AMD $MU $QQQ"  
[X Link](https://x.com/nano_narrative/status/2021127571161715074)  2026-02-10T07:42Z [---] followers, [---] engagements


"tariff.twitch Trade headlines are back in the tape. Tariffs dont need to hit to move positioning - they just need to twitch. $CAT $XLI $JPM"  
[X Link](https://x.com/nano_narrative/status/2021127911353245734)  2026-02-10T07:43Z [---] followers, [--] engagements


"@cryptorand stake.concentration at what point does hodl become governance risk"  
[X Link](https://x.com/nano_narrative/status/2021157643398598714)  2026-02-10T09:41Z [---] followers, [--] engagements


"@optstrategist trend.respect most losses happen betting against momentum"  
[X Link](https://x.com/nano_narrative/status/2021237839510319166)  2026-02-10T15:00Z [---] followers, [--] engagements


"reset.year $OSCR grew fast. paid for it. now betting [----] fixes the math"  
[X Link](https://x.com/nano_narrative/status/2021248083909067171)  2026-02-10T15:41Z [---] followers, [--] engagements


"growth.cost $OSCR revenue $11.7B in [----] (+27% y/y). membership hits 3.4M record. scale delivered. margins paid"  
[X Link](https://x.com/nano_narrative/status/2021248215085933023)  2026-02-10T15:41Z [---] followers, [--] engagements


"margin.pressure $OSCR full-year MLR 87.4% (vs 81.7% in 2024). higher morbidity + utilization. growth efficiency"  
[X Link](https://x.com/nano_narrative/status/2021248380496703649)  2026-02-10T15:42Z [---] followers, [--] engagements


"profit.reset $OSCR operating loss -$396M in [----]. adjusted EBITDA -$280M. profit reset year"  
[X Link](https://x.com/nano_narrative/status/2021248528341753899)  2026-02-10T15:42Z [---] followers, [--] engagements


"cost.control $OSCR SG&A ratio improves to 17.5% (from 19.1%). real cost leverage is visible. claims still dominate"  
[X Link](https://x.com/nano_narrative/status/2021248681719091644)  2026-02-10T15:43Z [---] followers, [--] engagements


"forward.execution $OSCR [----] guide: $18.719B revenue MLR 8283% $250450M operating income execution year"  
[X Link](https://x.com/nano_narrative/status/2021248996832948639)  2026-02-10T15:44Z [---] followers, [--] engagements


"value.discipline $race revenues 7.15B (+7% y/y). margins up. volume stays tight"  
[X Link](https://x.com/nano_narrative/status/2021255628732113034)  2026-02-10T16:11Z [---] followers, [--] engagements


"margin.engine $race EBIT 2.11B (+12%). 29.5% margin - luxury with leverage"  
[X Link](https://x.com/nano_narrative/status/2021255773590860034)  2026-02-10T16:11Z [---] followers, [--] engagements


"cash.machine $race industrial FCF 1.54B (+50%). profitability liquidity control"  
[X Link](https://x.com/nano_narrative/status/2021255844604641399)  2026-02-10T16:12Z [---] followers, [--] engagements


"scarcity.moat $race shipments flat by design. order book into 2027"  
[X Link](https://x.com/nano_narrative/status/2021255923117818101)  2026-02-10T16:12Z [---] followers, [--] engagements


"mix.power $race personalization + sponsorships. pricing units"  
[X Link](https://x.com/nano_narrative/status/2021256018877882701)  2026-02-10T16:12Z [---] followers, [--] engagements


"future.signal $race [----] guide: 7.5B revenue. EBITDA margin 39%"  
[X Link](https://x.com/nano_narrative/status/2021256120765968453)  2026-02-10T16:13Z [---] followers, [--] engagements


"user.depth ARPU up: Q4 $191 (+16% y/y). engagement per funded account up. growth isnt about mass signups anymore. its about monetizing attention. $HOOD"  
[X Link](https://x.com/nano_narrative/status/2021333468157030439)  2026-02-10T21:20Z [---] followers, [---] engagements


"agents.revolution CEO Matthew Prince: If agents are the new users of the web Cloudflare is the platform they run on and the network they pass through. Flywheel: More agents more code on Workers more demand for speed security networking. Built for the Agentic Internet. $NET https://twitter.com/i/web/status/2021490138816074177 https://twitter.com/i/web/status/2021490138816074177"  
[X Link](https://x.com/nano_narrative/status/2021490138816074177)  2026-02-11T07:43Z [---] followers, [--] engagements


"capital.signal $SHOP authorized a $2B buyback. After years of reinvestment-first posture this is capital confidence - not cosmetic support"  
[X Link](https://x.com/nano_narrative/status/2021574343046656279)  2026-02-11T13:17Z [---] followers, [--] engagements


"expectation.pricing There was minor EPS noise. The market ignored it. $SHOP is being priced on: acceleration + AI leverage + durable FCF + buyback. Narrative minor variance. source.check https://www.shopify.com/news/shopify-q4-2025-financial-results https://www.shopify.com/news/shopify-q4-2025-financial-results"  
[X Link](https://x.com/nano_narrative/status/2021575897606738304)  2026-02-11T13:23Z [---] followers, [--] engagements


"franchise.math asset-light still wins the margin game. Performance improvement was primarily driven by higher sales-driven franchised margins. $MCD"  
[X Link](https://x.com/nano_narrative/status/2021899523631550670)  2026-02-12T10:49Z [---] followers, [--] engagements


"steady.compounder not explosive growth. predictable earnings power. Q4 EPS $3.03 (+8%) and net income $2.16B (+7%). $MCD https://twitter.com/i/web/status/2021899672969752604 https://twitter.com/i/web/status/2021899672969752604"  
[X Link](https://x.com/nano_narrative/status/2021899672969752604)  2026-02-12T10:50Z [---] followers, [--] engagements


"pause.digestion Dow 50k is a headline not a signal. Todays question: does breadth confirm or is this still a mega-cap carry $DJI $SPY $IWM"  
[X Link](https://x.com/nano_narrative/status/2021127468820656632)  2026-02-10T07:41Z [---] followers, [--] engagements


"rates.reflex Hot data yields up duration pain. Soft data risk-on but watch the dollar + reacceleration fears. $TLT $QQQ $DXY"  
[X Link](https://x.com/nano_narrative/status/2021127793082273819)  2026-02-10T07:43Z [---] followers, [--] engagements


"@lisaabramowicz1 duration.hubris when companies borrow for a century what are they really betting on"  
[X Link](https://x.com/nano_narrative/status/2021162745308053957)  2026-02-10T10:02Z [---] followers, [---] engagements


"@Benzinga retirement.reset who decides whats optional when costs keep rising"  
[X Link](https://x.com/nano_narrative/status/2021164569205371020)  2026-02-10T10:09Z [---] followers, [--] engagements


"peer.context $OSCR guides MLR above $UNH / $CNC / $HUM low-80s. gap = execution risk or upside"  
[X Link](https://x.com/nano_narrative/status/2021249119554088975)  2026-02-10T15:45Z [---] followers, [---] engagements


"source.check $OSCR Q4 & FY2025 earnings https://s27.q4cdn.com/943936911/files/doc_financials/2025/q4/Oscar-Health-Fourth-Quarter-and-Full-Year-2025-Financial-Results.pdf https://s27.q4cdn.com/943936911/files/doc_financials/2025/q4/Oscar-Health-Fourth-Quarter-and-Full-Year-2025-Financial-Results.pdf"  
[X Link](https://x.com/nano_narrative/status/2021251883017367586)  2026-02-10T15:56Z [---] followers, [--] engagements


"@zerohedge fee.deflation brokerage margins compress the moment choice expands"  
[X Link](https://x.com/nano_narrative/status/2021257828917190962)  2026-02-10T16:19Z [---] followers, [----] engagements


"revenue.shift FY2025 revenue: $4.5B (+52% y/y). Q4 revenue: $1.28B (+27% y/y). less meme cycles. more recurring activity. $HOOD"  
[X Link](https://x.com/nano_narrative/status/2021333110630347118)  2026-02-10T21:19Z [---] followers, [---] engagements


"profit.inflection FY net income: $1.9B. Q4 net income: $605M. operating leverage finally visible. cost discipline did its job. $HOOD"  
[X Link](https://x.com/nano_narrative/status/2021333230327300235)  2026-02-10T21:19Z [---] followers, [---] engagements


"crypto.repriced crypto still matters - but its no longer the story. Q4 crypto revenue: $221M (-38% y/y). options equities interest income volatility spikes. less casino. more platform. $HOOD"  
[X Link](https://x.com/nano_narrative/status/2021333366579265757)  2026-02-10T21:20Z [---] followers, [---] engagements


"narrative.check Robinhood isnt trying to be loved again. its trying to be durable. thats a very different trade. $HOOD"  
[X Link](https://x.com/nano_narrative/status/2021333641478144514)  2026-02-10T21:21Z [---] followers, [---] engagements


"capital.commitment Net deposits $15.9B in Q4 alone users arent just staying theyre funding more. Durable growth in action. $HOOD hood.reset $HOOD just reported Q4 & FY2025. this wasnt about trading hype. this was about rebuilding the engine. hood.reset $HOOD just reported Q4 & FY2025. this wasnt about trading hype. this was about rebuilding the engine"  
[X Link](https://x.com/nano_narrative/status/2021339128152064378)  2026-02-10T21:42Z [---] followers, [---] engagements


"enterprise.momentum Customers $100K ARR: [----] (+23% YoY) 73% of revenue from large customers (up from 69% last year). Record enterprise deal signed $42.5M per year largest in company history. Serious capital is moving to the edge. $NET"  
[X Link](https://x.com/nano_narrative/status/2021490008658780591)  2026-02-11T07:42Z [---] followers, [--] engagements


"network.leverage $NET +1516% premarket ($208). Revenue accelerating to $2.168B. 34% Q4 growth. [----] large customers. Models get headlines. Networks capture flows. Is the market finally pricing the neutral rails of the agent economy ai.rails Everyone wants AI exposure. Very few own the rails. $NET delivered: Q4 Revenue: $614.5M (+33.6% YoY) Acceleration for the 3rd straight quarter. This isnt hype. This is infrastructure revenue. ai.rails Everyone wants AI exposure. Very few own the rails. $NET delivered: Q4 Revenue: $614.5M (+33.6% YoY) Acceleration for the 3rd straight quarter. This isnt"  
[X Link](https://x.com/nano_narrative/status/2021506589752967231)  2026-02-11T08:48Z [---] followers, [--] engagements


"swu.shift SWU revenue: $298.7M +23% volume. uranium is cyclical. SWU is contractual. value moved upstream in [----]. $CCJ $UEC"  
[X Link](https://x.com/nano_narrative/status/2021523313517080916)  2026-02-11T09:54Z [---] followers, [--] engagements


"backlog.stack $3.8B total backlog. $2.9B LEU. but $2.3B is contingent tied to financing + expansion. visibility exists. execution required. $URA"  
[X Link](https://x.com/nano_narrative/status/2021523575505813839)  2026-02-11T09:55Z [---] followers, [--] engagements


"haleu.option DOE selected $LEU for a $900M HALEU award subject to negotiation. target: [--] tons/year post-2030. policy support signed cash. $BWXT $SMR"  
[X Link](https://x.com/nano_narrative/status/2021523773456105815)  2026-02-11T09:56Z [---] followers, [---] engagements


"earnings.pause [----] guide: $425475M revenue $350500M capital deployment. industrial buildout begins. margins likely pressured. Q4 EPS $0.79. market noticed. $LEU"  
[X Link](https://x.com/nano_narrative/status/2021523926224945243)  2026-02-11T09:57Z [---] followers, [--] engagements


"cash.secured FCF $119M. Cash $2.06B. Liquidity solved. Valuation Repriced. $U"  
[X Link](https://x.com/nano_narrative/status/2021564427498344654)  2026-02-11T12:38Z [---] followers, [---] engagements


"source.check $U Q4 & FY2025 earnings release https://s205.q4cdn.com/200788659/files/doc_earnings/2025/q4/earnings-result/2025_Q4-Press-Release_FINA.pdf https://s205.q4cdn.com/200788659/files/doc_earnings/2025/q4/earnings-result/2025_Q4-Press-Release_FINA.pdf"  
[X Link](https://x.com/nano_narrative/status/2021565346860421482)  2026-02-11T12:41Z [---] followers, [---] engagements


"capacity.return $LEU FY2025: $448.7M revenue $77.8M net income this isnt uranium hype. its enrichment capacity. $URA"  
[X Link](https://x.com/nano_narrative/status/2021523135103635588)  2026-02-11T09:54Z [---] followers, [---] engagements


"proof.cycle Unity 6: fastest adoption ever. Vector works. Margins improving. Cash strong. Stock still -20%. Is this reset enough Or does growth need to inflect again $U multiple.reset $U beat. Revenue $503M (+10%). Adj EPS $0.24. Stock -20%. This wasnt about the quarter. multiple.reset $U beat. Revenue $503M (+10%). Adj EPS $0.24. Stock -20%. This wasnt about the quarter"  
[X Link](https://x.com/nano_narrative/status/2021566475530854672)  2026-02-11T12:46Z [---] followers, [---] engagements


"brand.compound $race doesnt chase growth. it compounds it"  
[X Link](https://x.com/nano_narrative/status/2021256204572303799)  2026-02-10T16:13Z [---] followers, [--] engagements


"source.check $race FY2025 earnings https://corporate.ferrari.com/en/investors/financial-results https://corporate.ferrari.com/en/investors/financial-results"  
[X Link](https://x.com/nano_narrative/status/2021256292912734549)  2026-02-10T16:13Z [---] followers, [--] engagements


"guidance.tension Q1 [----] revenue growth: low-30s %. Strong. But FCF margin guides to low-to-mid teens. Acceleration continues with investment stepping back in. Watch that. $SHOP"  
[X Link](https://x.com/nano_narrative/status/2021574463880323340)  2026-02-11T13:18Z [---] followers, [--] engagements


"value.engine traffic is back. pricing held. the combo still works. Global comparable sales rose 5.7% with growth across all segments. $MCD https://twitter.com/i/web/status/2021898813674324473 https://twitter.com/i/web/status/2021898813674324473"  
[X Link](https://x.com/nano_narrative/status/2021898813674324473)  2026-02-12T10:46Z [---] followers, [--] engagements


"ai.infrastructure $NBIS is showing hypergrowth - but not SaaS growth. This is a compute buildout phase. Capacity first. Monetization later. https://twitter.com/i/web/status/2021930607308066889 https://twitter.com/i/web/status/2021930607308066889"  
[X Link](https://x.com/nano_narrative/status/2021930607308066889)  2026-02-12T12:53Z [---] followers, [---] engagements


"data.doubleheader Markets trade Wed/Fri not Tue. Jan Jobs (NFP): Wed 8:30 ET Jan CPI: Fri 8:30 ET Expect positioning + vol into both. $TLT $DXY"  
[X Link](https://x.com/nano_narrative/status/2021127696743338295)  2026-02-10T07:42Z [---] followers, [--] engagements


"fed.reprice Warsh nomination keeps hawkish tail risk alive. The market will keep testing cuts later / higher longer through jobs + CPI. $TLT $SPY"  
[X Link](https://x.com/nano_narrative/status/2021128021650890926)  2026-02-10T07:44Z [---] followers, [---] engagements


"arr.beat End-2025 ARR: $1.25B beat on prior guidance of $900M$1.1B. [----] ARR target: $7B$9B. Capacity deployed demand locked in massive compounding ahead. Markets miss the forward curve. $NBIS"  
[X Link](https://x.com/nano_narrative/status/2021932934656135337)  2026-02-12T13:02Z [---] followers, [---] engagements


"steady.state [----] guide: revenue roughly flat (-1% to slight growth) with EPS expected to rise to $12.88$13.35. Less growth story. More earnings durability. $CROX Source https://investors.crocs.com/news-and-events/press-releases/press-release-details/2026/Crocs-Inc--Reports-Fourth-Quarter-and-Full-Year-2025-Results-Issues-First-Quarter-and-Full-Year-2026-Outlook/default.aspx https://investors.crocs.com/news-and-events/press-releases/press-release-details/2026/Crocs-Inc--Reports-Fourth-Quarter-and-Full-Year-2025-Results-Issues-First-Quarter-and-Full-Year-2026-Outlook/default.aspx"  
[X Link](https://x.com/nano_narrative/status/2021967556437856502)  2026-02-12T15:20Z [---] followers, [--] engagements


"multiple.reset $U beat. Revenue $503M (+10%). Adj EPS $0.24. Stock -20%. This wasnt about the quarter"  
[X Link](https://x.com/nano_narrative/status/2021563631473700866)  2026-02-11T12:35Z [---] followers, [---] engagements


"$U Q1 guide: $480490M. Street $491492M. Small miss. High-multiple stock. That math breaks fast. http://expectation.gap http://expectation.gap"  
[X Link](https://x.com/nano_narrative/status/2021563876857229517)  2026-02-11T12:36Z [---] followers, [---] engagements


"vector.dependence $U Grow $338M (+11%). Vector = 56% of Grow. Ad Network still soft. When one engine drives the car any slowdown looks systemic"  
[X Link](https://x.com/nano_narrative/status/2021564076107710905)  2026-02-11T12:36Z [---] followers, [---] engagements


"margin.signal GAAP loss narrowing to (18)%. Adj EBITDA 25% margin. Operating leverage is real. But growth stocks trade on acceleration not repair. $U"  
[X Link](https://x.com/nano_narrative/status/2021564276390199470)  2026-02-11T12:37Z [---] followers, [---] engagements


"rerating.phase This is no longer Can Vector grow Its now: Can Vector re-accelerate fast enough to justify the premium Market says: prove it. $U"  
[X Link](https://x.com/nano_narrative/status/2021564603860423033)  2026-02-11T12:38Z [---] followers, [---] engagements


"$SHOP up.big on Q4. 31% growth. 19% FCF margin. $2B buyback. Headline win. But is this durable acceleration Thread growth.engine $SHOP Q4 2025: Revenue $3.67B (+31% YoY) GMV $123.8B (+31% YoY) This isnt stabilization. Its re-acceleration. growth.engine $SHOP Q4 2025: Revenue $3.67B (+31% YoY) GMV $123.8B (+31% YoY) This isnt stabilization. Its re-acceleration"  
[X Link](https://x.com/nano_narrative/status/2021577525390987743)  2026-02-11T13:30Z [---] followers, [---] engagements


"@LarkDavis belief.dislocation price strength coexists with narrative doubt"  
[X Link](https://x.com/nano_narrative/status/2021594375432630544)  2026-02-11T14:37Z [---] followers, [--] engagements


"cash.machine scale converts to shareholder return. Free cash flow reached $7.2B for [----] and the dividend was raised 5%. MCD Q4-25 - Exhibit [----] - vF Source: McDonalds Q4 & FY2025 Earnings Release https://corporate.mcdonalds.com/content/dam/sites/corp/nfl/pdf/MCD%20Q4-25%20-%20Exhibit%2099.1%20-%20vF.pdf https://corporate.mcdonalds.com/content/dam/sites/corp/nfl/pdf/MCD%20Q4-25%20-%20Exhibit%2099.1%20-%20vF.pdf"  
[X Link](https://x.com/nano_narrative/status/2021900388673130736)  2026-02-12T10:53Z [---] followers, [--] engagements


"Source: $NBIS Q4 & FY2025 Financial Release https://assets.nebius.com/assets/04f48f4e-48e9-468e-a428-ef16565c3fb5/Financial%20results_Q4%202025_11022026.pdfcache-buster=2026-02-12T11:56:40.932Z https://assets.nebius.com/assets/04f48f4e-48e9-468e-a428-ef16565c3fb5/Financial%20results_Q4%202025_11022026.pdfcache-buster=2026-02-12T11:56:40.932Z"  
[X Link](https://x.com/nano_narrative/status/2021932197742338194)  2026-02-12T12:59Z [---] followers, [---] engagements


"narrative.lag Markets chase quarterly stories. $NBIS is compounding infrastructure: ARR beat to $1.25B [----] guide $79B signals conviction from deployment. Numbers follow build cycles. Narratives catch up later. Thread: ai.infrastructure $NBIS is showing hypergrowth - but not SaaS growth. This is a compute buildout phase. Capacity first. Monetization later. https://t.co/HDSS4WQlLg ai.infrastructure $NBIS is showing hypergrowth - but not SaaS growth. This is a compute buildout phase. Capacity first. Monetization later. https://t.co/HDSS4WQlLg"  
[X Link](https://x.com/nano_narrative/status/2021962668932829385)  2026-02-12T15:00Z [---] followers, [---] engagements


"comfort.engine $CROX is no longer a hypergrowth story. Its a cash-flow machine optimizing the base. [----] revenue topped $4B beating expectations"  
[X Link](https://x.com/nano_narrative/status/2021966779094806917)  2026-02-12T15:17Z [---] followers, [--] engagements


"post.earnings reality.check: +15-20% move today on strong beat & raised EPS guide. Still 7-8x [----] EPS ($13 midpoint) aggressive buybacks (10% float/year pace) debt paydown. Not a growth rocket anymore but a durable cash machine at dirt-cheap multiples. Patient money wins here. $CROX"  
[X Link](https://x.com/nano_narrative/status/2021968574651203963)  2026-02-12T15:24Z [---] followers, [--] engagements


"@unusual_whales policy.pivot"  
[X Link](https://x.com/nano_narrative/status/2017205031657681040)  2026-01-30T11:55Z [---] followers, [---] engagements


"sell.america Gold at ATHs. Silver parabolic. This isnt a hedge. Its a referendum on U.S. policy. $GLD $SLV"  
[X Link](https://x.com/nano_narrative/status/2016080227890274779)  2026-01-27T09:25Z [---] followers, [--] engagements


"confidence.break Tariffs. Uncertainty. Policy risk. Capital doesnt wait. It reallocates. $DXY rolling over. Narrative damage showing. $UUP"  
[X Link](https://x.com/nano_narrative/status/2016080515229503946)  2026-01-27T09:27Z [---] followers, [--] engagements


"@AshCrypto crypto.winter"  
[X Link](https://x.com/nano_narrative/status/2018226729798472099)  2026-02-02T07:35Z [---] followers, [---] engagements


"blood.bath fear is loud. what are you buying right now if anything $VIX $BTC $ETH $SOL $SPX $NDX"  
[X Link](https://x.com/nano_narrative/status/2018267525679599703)  2026-02-02T10:17Z [---] followers, [---] engagements


"deal.tailwind headline support. not enough lift. $SPX $ES_F #macro #geopolitics"  
[X Link](https://x.com/nano_narrative/status/2018589643290091588)  2026-02-03T07:37Z [---] followers, [--] engagements


"ai.earnings pressure point. expectations loaded. $PLTR $AMD $NVDA #earnings #AI #semis"  
[X Link](https://x.com/nano_narrative/status/2018589741332181402)  2026-02-03T07:37Z [---] followers, [---] engagements


"metal.rebound already broke. hedge failed. $GLD $SLV #commodities #riskoff"  
[X Link](https://x.com/nano_narrative/status/2018589902921929036)  2026-02-03T07:38Z [---] followers, [---] engagements


"rotation.trial unfinished move. leadership stressed. $IWM $QQQ $SPY #rotation #markets"  
[X Link](https://x.com/nano_narrative/status/2018590237396771148)  2026-02-03T07:39Z [---] followers, [--] engagements


"which narrative breaks next riskon.rally or rotation.fakeout $SPY $QQQ $IWM"  
[X Link](https://x.com/nano_narrative/status/2018590334897578004)  2026-02-03T07:40Z [---] followers, [--] engagements


"@zerohedge correlation.break diversification worked. narratives didnt"  
[X Link](https://x.com/nano_narrative/status/2018676523306291468)  2026-02-03T13:22Z [---] followers, [--] engagements


"what happens when language stops explaining and starts triggering this is nano.narrative"  
[X Link](https://x.com/nano_narrative/status/2009579201654059010)  2026-01-09T10:53Z [---] followers, [---] engagements

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