# ![@snmart Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1924138004542566400.png) @snmart Nicolas

Nicolas posts on X about $prme, ai, $iren, $path the most. They currently have [---------] followers and [--] posts still getting attention that total [---------] engagements in the last [--] hours.

### Engagements: [---------] [#](/creator/twitter::1924138004542566400/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1924138004542566400/c:line/m:interactions.svg)

- [--] Week [-----] +12%

### Mentions: [--] [#](/creator/twitter::1924138004542566400/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1924138004542566400/c:line/m:posts_active.svg)

- [--] Week [--] +78%

### Followers: [---------] [#](/creator/twitter::1924138004542566400/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1924138004542566400/c:line/m:followers.svg)

- [--] Week [--] +119%

### CreatorRank: [---------] [#](/creator/twitter::1924138004542566400/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1924138004542566400/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [finance](/list/finance)  [technology brands](/list/technology-brands)  [countries](/list/countries)  [social networks](/list/social-networks) 

**Social topic influence**
[$prme](/topic/$prme) #8, [ai](/topic/ai), [$iren](/topic/$iren), [$path](/topic/$path), [$hims](/topic/$hims) #434, [$nbis](/topic/$nbis) #267, [$tem](/topic/$tem), [$abcl](/topic/$abcl) #43, [vivo](/topic/vivo), [the next](/topic/the-next)

**Top accounts mentioned or mentioned by**
[@bastianellilore](/creator/undefined) [@alc2022](/creator/undefined) [@jakebrowatzke](/creator/undefined) [@geneinvesting](/creator/undefined) [@psaibuhr](/creator/undefined) [@danielisdizzy](/creator/undefined) [@crisprspace](/creator/undefined) [@ihooghvorst](/creator/undefined) [@hap0606](/creator/undefined) [@ondrejslunecko](/creator/undefined) [@jackprescottx](/creator/undefined) [@bcvalueinvestor](/creator/undefined) [@simontheitalian](/creator/undefined) [@levelsio](/creator/undefined) [@alex___va](/creator/undefined)

**Top assets mentioned**
[Prime Medicine, Inc. (PRME)](/topic/$prme) [Iris Energy Limited (IREN)](/topic/$iren) [UiPath, Inc. (PATH)](/topic/$path) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Tempus AI, Inc. (TEM)](/topic/$tem) [AbCellera Biologics Inc. (ABCL)](/topic/$abcl) [Advanced Micro Devices (AMD)](/topic/$amd) [Lemonade, Inc. (LMND)](/topic/$lmnd) [ImmunityBio, Inc. Common Stock (IBRX)](/topic/$ibrx) [Metadium (META)](/topic/$meta) [Microsoft Corp. (MSFT)](/topic/$msft) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Novo-Nordisk (NVO)](/topic/$nvo) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [Intellia Therapeutics, Inc (NTLA)](/topic/$ntla)
### Top Social Posts
Top posts by engagements in the last [--] hours

"The bottleneck is energy. $IREN Total data center power demand to almost hit one point twenty one peta watt hours in [----] https://t.co/KetxuEYJk8 Total data center power demand to almost hit one point twenty one peta watt hours in [----] https://t.co/KetxuEYJk8"  
[X Link](https://x.com/snmart/status/2017543775040508104)  2026-01-31T10:21Z [--] followers, [---] engagements


"Software companies are slowing down 🩸 Meanwhile automation is becoming one of the most practical and high-impact applications of AI today. Thats why my first thread is about Uipath $PATH:"  
[X Link](https://x.com/snmart/status/2017580728930722097)  2026-01-31T12:48Z [--] followers, [---] engagements


"$PATH is an automation platform that orchestrates AI agents software robots and humans in one system. *Importantly UiPath doesnt compete with AI agents it enables and scales them across complex enterprise workflows*"  
[X Link](https://x.com/snmart/status/2017580732005187662)  2026-01-31T12:48Z [--] followers, [---] engagements


"Guidance (Q4 FY26): Revenue $462$467M ARR $1.844$1.849B Non-GAAP op income $140M *Worth noting: management has historically been conservative with guidance*"  
[X Link](https://x.com/snmart/status/2017580807401988528)  2026-01-31T12:48Z [--] followers, [--] engagements


"The near-term debate is growth rate vs. platform transition. If agentic + orchestration drives larger deployments the model (high GM + improving op margin) can compound nicely. NFA"  
[X Link](https://x.com/snmart/status/2017580809822073214)  2026-01-31T12:48Z [--] followers, [--] engagements


"$Hims is becoming THE health subscription platform. The next earnings and especially Q1 [----] will be critical to assess the companys real transition from temporary GLP-1 users to long-term multi-vertical subscribers:"  
[X Link](https://x.com/snmart/status/2017615141920010381)  2026-01-31T15:05Z [--] followers, [---] engagements


"Ive rarely seen volatility like this. The last year has been wild. $2526 looks like a solid support zone. Watching how price action plays out in the next few weeks. $HIMS"  
[X Link](https://x.com/snmart/status/2017672837557891492)  2026-01-31T18:54Z [--] followers, [--] engagements


"Turned a $1.8k investment in $PLTR into a 10x over two years. Sold a month ago and rotated into 55% $IREN / 45% $NBIS. Still like $PLTR but valuation felt stretched. I see $IREN & $NBIS as 5x plays over [--] years. Time will tell"  
[X Link](https://x.com/snmart/status/2017679783862136895)  2026-01-31T19:22Z [--] followers, [--] engagements


"Tempus $TEM is building the AI platform that connects genomics clinical data and medicine into one intelligent system"  
[X Link](https://x.com/snmart/status/2018687977602355648)  2026-02-03T14:08Z [--] followers, [---] engagements


"Tempus moat is data density: multimodal genomics + real-world clinical outcomes collected at scale and continuously improved by AI"  
[X Link](https://x.com/snmart/status/2018687979703742960)  2026-02-03T14:08Z [--] followers, [---] engagements


"$TEM monetizes its data moat through diagnostics high-margin data licensing for pharma/biotech and AI applications embedded in clinical workflows. 💵"  
[X Link](https://x.com/snmart/status/2018687982232801396)  2026-02-03T14:08Z [--] followers, [---] engagements


"As $TEM scales its economics improve: operating at 64% gross margins (with 70% in data) high-margin revenue grows faster than costs pushing the platform toward sustained profitability"  
[X Link](https://x.com/snmart/status/2018687984837501435)  2026-02-03T14:08Z [--] followers, [---] engagements


"$TEM financials are inflecting: $1.3B revenue in [----] (+2530% core growth) 64% gross margins operating margins structurally improving and adjusted EBITDA already turning positive"  
[X Link](https://x.com/snmart/status/2018687992341139543)  2026-02-03T14:08Z [--] followers, [---] engagements


"🔥Key catalysts ahead: MRD reimbursement unlocking high-margin volume growth FDA approvals (xF / xR) driving ASP expansion Mix shift toward high-margin data & insights revenue"  
[X Link](https://x.com/snmart/status/2018687995121983953)  2026-02-03T14:08Z [--] followers, [--] engagements


"$TEM looks like a classic platform inflection: data-driven moat operating leverage kicking in and multiple catalysts ahead"  
[X Link](https://x.com/snmart/status/2018687997508485340)  2026-02-03T14:08Z [--] followers, [---] engagements


"$AMD in one chart: Revenues +7x since [----] (26% CAGR) Free Cash Flow went from basically zero to $14B+ Operating margin dipped post-Xilinx and is recovering again. Execution. 💥📈"  
[X Link](https://x.com/snmart/status/2019052476532494375)  2026-02-04T14:16Z [--] followers, [---] engagements


"@Hap0606 $NVO is a much more mature company while $TEM is a higher-growth name with more risk but also more upside. It really depends on your risk profile and portfolio construction"  
[X Link](https://x.com/snmart/status/2019150738723688819)  2026-02-04T20:47Z [--] followers, [---] engagements


"Im drying. $HIMS $PATH $IREN $NBIS $ABCL $PRME $AMD $RKLB $ASTS $LMND $TEM [--] days ago vs now. https://t.co/ZBINacl8K9 [--] days ago vs now. https://t.co/ZBINacl8K9"  
[X Link](https://x.com/snmart/status/2019508495234543719)  2026-02-05T20:28Z [--] followers, [---] engagements


"The volatility of $IREN is just brutal. From -30% aftermarket to +2% premarket. I fucking love this game"  
[X Link](https://x.com/snmart/status/2019746277194428692)  2026-02-06T12:13Z [--] followers, [---] engagements


"$HIMS is forcing a legal battle that could completely rewrite the rules. As @alc2022 said this is David vs. Goliath and you dont disrupt the U.S. healthcare system by playing nice. You do it by being aggressive"  
[X Link](https://x.com/snmart/status/2020084624358052175)  2026-02-07T10:38Z [--] followers, [---] engagements


"@psaibuhr 😂 im a bagholder yes. But I really see the potential in this company"  
[X Link](https://x.com/snmart/status/2020086358644256919)  2026-02-07T10:44Z [--] followers, [--] engagements


"Reading $IREN Q2 FY26 (Q4 2025) earnings. I like what I see. Thread soon 👀 Spoiler: people dont understand basic accounting"  
[X Link](https://x.com/snmart/status/2020186821431554068)  2026-02-07T17:24Z [--] followers, [--] engagements


"@BastianelliLore You would like $PATH"  
[X Link](https://x.com/snmart/status/2020424413536207248)  2026-02-08T09:08Z [--] followers, [--] engagements


"🧵 Thread The market is misreading $IREN earnings The Market was focused on the nearly 600% EPS miss. But once you actually read the results it becomes clear that most of the damage comes from non-cash impacts on net income. This thread is about what actually matters:"  
[X Link](https://x.com/snmart/status/2020472629014990991)  2026-02-08T12:19Z [--] followers, [---] engagements


"Power & sites are where the real moat is forming. Q4 shows: 4.5GW across [--] sites New Oklahoma site Rights for 1.6GW more power Energy not GPUs is the bottleneck"  
[X Link](https://x.com/snmart/status/2020472636640235700)  2026-02-08T12:19Z [--] followers, [--] engagements


"🩸 Bearish takes: 1) Dilution & capital structure: Shares outstanding increased sharply from 283.5m to 332.3m in [--] months. The December [----] equity offering was massive (39.7m new shares issued). BUT $IREN management team is world-class at capital allocation. 💵"  
[X Link](https://x.com/snmart/status/2020472638963913173)  2026-02-08T12:19Z [--] followers, [--] engagements


"Q4 net income was crushed by non-cash items: Unrealized losses ($107m) Debt conversion inducements ($112m) Elevated SBC (vesting / accelerations) Asset impairments ($32m) Dilution from the equity offering (higher share count lower per-share metrics)"  
[X Link](https://x.com/snmart/status/2020472640771604597)  2026-02-08T12:19Z [--] followers, [--] engagements


"I really like @ondrejslunecko articles. They all share one common theme: choices. Throughout life we constantly make choices (investing becoming a competent investor capital allocation.) Over time those choices dont just shape our outcomes they shape who we become. https://t.co/2iFQGIqNKI https://t.co/2iFQGIqNKI"  
[X Link](https://x.com/snmart/status/2020519675264663984)  2026-02-08T15:26Z [--] followers, [---] engagements


"The company is in a transition phase. As UiPath expands beyond traditional RPA into agentic automation metrics could improve over the coming quarters as adoption scales across enterprise workflows"  
[X Link](https://x.com/snmart/status/2017580734597263603)  2026-01-31T12:48Z [--] followers, [--] engagements


"In Q3 earnings revenue re-accelerated to $411M (+16% YoY) while ARR reached $1.782B (+11% YoY)"  
[X Link](https://x.com/snmart/status/2017580798690419039)  2026-01-31T12:48Z [--] followers, [--] engagements


"Tempus $TEM is at an inflection point: revenue scaled from $60M to $1.1B LTM (Guidance 1.26B FY25) while operating margins steadily improved. This is a textbook platform inflection driven by scale and operating leverage 🔥"  
[X Link](https://x.com/snmart/status/2018690121575305383)  2026-02-03T14:16Z [--] followers, [----] engagements


"Officially a $PATH bagholder but Q3 FY26 showed real progress: Revenue +16% YoY to $411M ARR +11% YoY to $1.782B 85% non-GAAP gross margin 21% non-GAAP operating margin (+3% GAAP) $28M adjusted FCF Looking forward to Q4 FY26 and @jakebrowatzke livestream"  
[X Link](https://x.com/snmart/status/2018710701007577562)  2026-02-03T15:38Z [--] followers, [---] engagements


"@danielisdizzy Still 25% of revenue comes from GLP-1. Losing it would hurt short-term revenue but it would massively de-risk the story. No more GLP-1 regulatory or legal uncertainty"  
[X Link](https://x.com/snmart/status/2020602614556279221)  2026-02-08T20:56Z [--] followers, [----] engagements


"@BastianelliLore The core business has not changed. My thesis was about CaC and the flywheel ( $LMND vibes ). GLP-1 (30% of revenue) was $HIMS lowest CaC acquisition channel and the easiest entry into the flywheel. If GLP-1 disappears: - Short-term revenue declines - CaC goes up = growth"  
[X Link](https://x.com/snmart/status/2020853604496674842)  2026-02-09T13:33Z [--] followers, [---] engagements


"@jakebrowatzke Im really looking forward to $PATH earnings"  
[X Link](https://x.com/snmart/status/2021677230703759587)  2026-02-11T20:06Z [--] followers, [---] engagements


"@jakebrowatzke We will see continued revenue reacceleration in the next earning. That reacceleration will be the real catalyst for $PATH"  
[X Link](https://x.com/snmart/status/2021682484673380797)  2026-02-11T20:27Z [--] followers, [---] engagements


"$PRME [----] catalysts: Wilsons Disease IND/CTA H1 (PM577) + AATD mid-year (PM647). Prime Editing going clinical in liver"  
[X Link](https://x.com/snmart/status/2021588416924684382)  2026-02-11T14:13Z [--] followers, [----] engagements


"@crisprspace I think the stock could be much higher by [----] if the platform is validated. Weve already seen strong early data in [--] CGD patients. Liver programs (Wilson + AATD) read out in [----]. If in vivo data holds the de-risking could be massive"  
[X Link](https://x.com/snmart/status/2022966637927043218)  2026-02-15T09:30Z [--] followers, [--] engagements


"🧵 Thread $NBIS Q4 FY25 earnings This earnings has been a turning point for $NBIS. Its an AI infrastructure hypergrowth story"  
[X Link](https://x.com/anyuser/status/2022988791993225672)  2026-02-15T10:58Z [--] followers, [--] engagements


"⚡Power capacity AI infra is constrained by power not GPUs. $NBIS is already at 2GW contracted (Feb update). And they raised Dec.26 target to 3GW (up from 2.5GW). [----] CapEx guidance: $16B$20B. 60% funded from cash on hand + upfront payments from long-term contracts"  
[X Link](https://x.com/snmart/status/2022988806178443382)  2026-02-15T10:58Z [--] followers, [--] engagements


"Management is seeing increasing demand reflected in enterprise customer momentum: Customers with $100k ARR: [----] (up from [----] YoY) Customers with $1M ARR: [---] (up from [---] YoY)"  
[X Link](https://x.com/snmart/status/2017580801664209331)  2026-01-31T12:48Z [--] followers, [--] engagements


"The Company ended the quarter with $1.52B in cash and marketable securities even after buybacks and strong revenue visibility with RPO of $1.265B 66% expected to convert into revenue over the next [--] months"  
[X Link](https://x.com/snmart/status/2017580804881240488)  2026-01-31T12:48Z [--] followers, [--] engagements


"$IBRX is on my watchlist. Biotech could have a massive [--------] as gene editing ( $PRME $NTLA) and AI-driven platforms like $ABCL reshape drug development. Still early"  
[X Link](https://x.com/snmart/status/2017897388522770806)  2026-02-01T09:46Z [--] followers, [----] engagements


"Bought more $ABCL. Total shares: [----] Now $ABCL is 7% of my portfolio"  
[X Link](https://x.com/snmart/status/2019148150728966264)  2026-02-04T20:36Z [--] followers, [----] engagements


"This is totally correct. I always size my positions based on volatility and company size. Or at least that was the idea with $ABCL until I read @JackPrescottX and @iHooghvorst Deep dives. Position sizing math: If you size a position at 1015% of your account and risk a 7% loss youre only down 0.7%1% on your total account. If your portfolio is $100K a 10% position is $10K A 7% loss on that is $700 or 0.7% of $100K. For the love of god size appropriately. Position sizing math: If you size a position at 1015% of your account and risk a 7% loss youre only down 0.7%1% on your total account. If your"  
[X Link](https://x.com/snmart/status/2019328507118293037)  2026-02-05T08:33Z [--] followers, [---] engagements


"@GeneInvesting What about doing both I invest in $PRME and $ABCL but the real bottleneck isn't innovation it's the U.S Healthcare system. $HIMS is trying to fix that"  
[X Link](https://x.com/snmart/status/2020085548371575124)  2026-02-07T10:41Z [--] followers, [---] engagements


"@GeneInvesting Do you have any Deep dive about $PRME"  
[X Link](https://x.com/snmart/status/2021137077211930720)  2026-02-10T08:20Z [--] followers, [---] engagements


"@BastianelliLore Im preparing a mini thread about this idea. $HIMS Will have the data and Gene editing companies need this data for: Better patient stratification Phenotype genotype mapping real-world signals to design smarter trials. (Im long in $PRME)"  
[X Link](https://x.com/snmart/status/2021181452214260040)  2026-02-10T11:16Z [--] followers, [---] engagements


"@iHooghvorst @BCValueInvestor 😂😂😂 When $ABCL releases news thats when people tweet because new information improves the investment thesis. That new information often leads to the stock going up. We can tweet weekly about $ABCL regarding what the weather in Canada"  
[X Link](https://x.com/snmart/status/2021183268595384604)  2026-02-10T11:23Z [--] followers, [---] engagements


"@alc2022 @SimontheItalian $HIMS data will become crucial for gene editing ( $PRME ) and oncology ( $IBRX ) companies"  
[X Link](https://x.com/snmart/status/2021205225554706708)  2026-02-10T12:50Z [--] followers, [---] engagements


"$PATH last earnings: CEO Daniel Dines: Momentum were seeing as customers scale agentic automation across the enterprise. CFO Ashim Gupta: The progress weve made in strengthening our operating rhythm and execution is showing up in our results and we feel well positioned"  
[X Link](https://x.com/snmart/status/2021686605803553191)  2026-02-11T20:43Z [--] followers, [---] engagements


"🧵THREAD $PRME: The next big gene editing story Prime Medicine might be building the foundational platform for the next generation of curative therapies"  
[X Link](https://x.com/anyuser/status/2022394409829175460)  2026-02-13T19:36Z [--] followers, [---] engagements


"Unlike classic CRISPR-Cas9: ❌Does not rely on double-strand DNA breaks ❌No unwanted "bystander" edits ✅ Enables precise correction of target mutations $PRME has reported no detectable off-target edits in its lead programs in preclinical testing"  
[X Link](https://x.com/snmart/status/2022394412551278730)  2026-02-13T19:36Z [--] followers, [---] engagements


"CLINICAL PROOF 🚨 Phase 1/2 trial for CGD: 📊 Patient 1: 71% DHR positivity at Day [--] 📊 Patient 2: 80% DHR positivity at Day [--] 📊 Therapeutic threshold: 20% They achieved 34x that level sustained out to [--] months post-infusion"  
[X Link](https://x.com/snmart/status/2022394418129772935)  2026-02-13T19:36Z [--] followers, [--] engagements


"The pipeline: $PRME is building an in vivo liver franchise with two lead programs: 🟣 PM577 Wilson Disease ➡ IND/CTA 1H [----] Data [----] 🟡 PM647 Alpha-1 Antitrypsin Deficiency ➡ IND/CTA mid-2026 Data [----] Both targeting markets with no approved curative therapies"  
[X Link](https://x.com/snmart/status/2022394420923109742)  2026-02-13T19:36Z [--] followers, [---] engagements


"Wilson Disease: [-----] patients in US + Europe 7500-15000+ in Japan No approved disease-modifying therapies. Preclinical results: 80% hepatocytes edited Copper returns to wild-type levels at [--] weeks Zero off-target edits in patient-derived cells"  
[X Link](https://x.com/snmart/status/2022394423313928242)  2026-02-13T19:36Z [--] followers, [--] engagements


"AATD - The larger opportunity [------] patients US + Europe Causes both emphysema AND liver cirrhosis Only 10-15% are diagnosed 20-30% hepatocyte correction could be curative PM647 restored M-AAT protein into the normal human range in preclinical in vivo models"  
[X Link](https://x.com/snmart/status/2022394425801085228)  2026-02-13T19:36Z [--] followers, [--] engagements


"Strategic validation: Bristol-Myers Squibb 💊 In Sept [----] BMS paid $110M upfront to collaborate on ex vivo CAR-T with Prime Editing. Total potential: $3.5B in milestones + royalties Thats meaningful external validation of the platform"  
[X Link](https://x.com/snmart/status/2022394428275789853)  2026-02-13T19:36Z [--] followers, [--] engagements


"More non-dilutive backing: Cystic Fibrosis Foundation Up to $15M (Jan 2024) Up to $24M additional (July [----] incl. equity) Total: up to $39M for CF The CFF has a strong history of funding rigorous science"  
[X Link](https://x.com/snmart/status/2022394430649700540)  2026-02-13T19:36Z [--] followers, [--] engagements


"📊 Financials From Q3 [----] 10-Q: 💰 Cash + investments: $213.3M💰 Including restricted cash: $227M📅 Runway: into [----] 🔥 Burn: $54M/quarter August 2025: raised $138.4M net at $3.30/share. With 180.5M shares outstanding market cap looks very low vs. upcoming catalysts"  
[X Link](https://x.com/snmart/status/2022394432713363757)  2026-02-13T19:36Z [--] followers, [--] engagements


"Risks ⚠ Will need additional capital after [----] Active arbitration with Beam Therapeutics over AATD program Clinical failure always possible Future dilution risk This is high risk / high reward biotech"  
[X Link](https://x.com/snmart/status/2022394435477344429)  2026-02-13T19:36Z [--] followers, [--] engagements


"2026-2027 Catalysts + Summary 📌 PM577 IND/CTA 1H [----] 📌 PM647 IND/CTA Mid-2026 📌 CF in vivo data [----] 📌 PM359 regulatory interactions Ongoing 📌 PM577 + PM647 clinical data [----] Not investment advice. DYOR 🙏"  
[X Link](https://x.com/anyuser/status/2022394437561946519)  2026-02-13T19:36Z [--] followers, [--] engagements


"$NBIS is a full-stack AI cloud platform from data and model training to production deployment. $NBIS also includes: Avride ➡ autonomous vehicles & delivery robots TripleTen ➡ edtech reskilling platform Equity stakes in ClickHouse and Toloka AI cloud is 94% of revenue"  
[X Link](https://x.com/snmart/status/2022988795189358804)  2026-02-15T10:58Z [--] followers, [--] engagements


"📈The ARR trajectory is one of the most violent growth curves in public markets right now: Dec 2024: $90M ARR Dec 2025: $1.25B ARR (+14x in [--] months) Guidance Dec 2026: $7B$9B ARR (7x additional) CEO Arkady Volozh: "Everything we build we sell.""  
[X Link](https://x.com/snmart/status/2022988797613588908)  2026-02-15T10:58Z [--] followers, [--] engagements


"Q4 FY25 numbers: - Revenue: Q4 Revenue: $228M (+547% YoY and +56% QoQ) Full year 2025: $529.8M in revenue (+479% YoY). - Adj. EBITDA margin (core AI business): Q2 2025: 10% Q3 2025: 19% Q4 2025: 24% First-ever positive group Adj. EBITDA in Q4 ($15M)"  
[X Link](https://x.com/snmart/status/2022988800306418008)  2026-02-15T10:58Z [--] followers, [--] engagements


"🤝Demand: ✅ Multi-year contracts with Microsoft and Meta ✅ Average new contract duration grew +50% in [----] ✅ Q4: 2x more transactions [--] months vs Q3 ✅ Average selling prices up +50% QoQ Q1 [----] pipeline on track to exceed $4B. Sold out every single quarter"  
[X Link](https://x.com/snmart/status/2022988808908923003)  2026-02-15T10:58Z [--] followers, [--] engagements


"Balance sheet: 💵Cash Dec.25: $3.7B Op. Cash Flow Q4: $834M (*) Deferred Revenue: $1.58B (*) $834M came primarily from upfront payments on long-term contracts. Cash comes in before capacity is fully deployed significantly funding the [----] CapEx and reducing risk"  
[X Link](https://x.com/snmart/status/2022988811245060296)  2026-02-15T10:58Z [--] followers, [--] engagements


"⚠ Capital structure evolving: $4.1B convertible notes (non-current) $24.5M current debt ATM equity program unused to date 💎 Additional assets often overlooked: Strategic stake in ClickHouse Avride exposure via Uber partnership"  
[X Link](https://x.com/snmart/status/2022988813505827309)  2026-02-15T10:58Z [--] followers, [--] engagements


"🚩Risks: EBIT negative in [----] (CapEx + R&D) $1620B CapEx ➡ will include additional corporate and asset-backed financing Customer concentration ( $META - $MSFT) $4.1B convertibles (Dic.25)"  
[X Link](https://x.com/anyuser/status/2022988816022487377)  2026-02-15T10:58Z [--] followers, [--] engagements


"🧵 Thread $NBIS Q4 FY25 earnings This earnings has been a turning point for $NBIS. Its an AI infrastructure hypergrowth story"  
[X Link](https://x.com/anyuser/status/2022988791993225672)  2026-02-15T10:58Z [--] followers, [--] engagements


"🚩Risks: EBIT negative in [----] (CapEx + R&D) $1620B CapEx ➡ will include additional corporate and asset-backed financing Customer concentration ( $META - $MSFT) $4.1B convertibles (Dic.25)"  
[X Link](https://x.com/anyuser/status/2022988816022487377)  2026-02-15T10:58Z [--] followers, [--] engagements


"🎯 $NBIS executive summary: ✅ Revenue +547% YoY ARR $1.2B ✅ First-ever positive group EBITDA ✅ [---] MW active vs [---] MW target ✅ [--] GW contracted [--] GW target ✅ $3.7B cash ✅ FY26 guide: $33.4B revenue $79B ARR 40% adj. EBITDA"  
[X Link](https://x.com/anyuser/status/2022988818174107782)  2026-02-15T10:58Z [--] followers, [--] engagements


"I love what im seeing in $NBIS earnings"  
[X Link](https://x.com/anyuser/status/2022708179914641654)  2026-02-14T16:23Z [--] followers, [--] engagements


"What is the alternative You can go to Portugal but Portugal is Europoor too with the same structural issues. Curious to hear your thoughts @levelsio BREAKING: Netherlands House of Representatives approves 36% tax on unrealized capital gains in stocks crypto and bonds. BREAKING: Netherlands House of Representatives approves 36% tax on unrealized capital gains in stocks crypto and bonds"  
[X Link](https://x.com/anyuser/status/2022676338784522732)  2026-02-14T14:16Z [--] followers, [--] engagements


"BREAKING: Netherlands House of Representatives approves 36% tax on unrealized capital gains in stocks crypto and bonds"  
[X Link](https://x.com/anyuser/status/2022423938656317614)  2026-02-13T21:33Z 3.1M followers, 3.9M engagements


"Europoor doing what it does best: Stealing through new taxes. Coming soon to Spain. @alc2022 Will have to give a lot of money to Yolanda Daz and Pedro Snchez. BREAKING: Netherlands House of Representatives has approved a 36% tax on unrealized capital gains. BREAKING: Netherlands House of Representatives has approved a 36% tax on unrealized capital gains"  
[X Link](https://x.com/anyuser/status/2022675181634773107)  2026-02-14T14:11Z [--] followers, [--] engagements


"BREAKING: Netherlands House of Representatives has approved a 36% tax on unrealized capital gains"  
[X Link](https://x.com/anyuser/status/2022400407344157120)  2026-02-13T20:00Z 1.4M followers, 14.3M engagements


"Is OpenClaw really worth all the hype 🤔"  
[X Link](https://x.com/anyuser/status/2022453935785578985)  2026-02-13T23:32Z [--] followers, [--] engagements


"🧵THREAD $PRME: The next big gene editing story Prime Medicine might be building the foundational platform for the next generation of curative therapies"  
[X Link](https://x.com/anyuser/status/2022394409829175460)  2026-02-13T19:36Z [--] followers, [---] engagements


"2026-2027 Catalysts + Summary 📌 PM577 IND/CTA 1H [----] 📌 PM647 IND/CTA Mid-2026 📌 CF in vivo data [----] 📌 PM359 regulatory interactions Ongoing 📌 PM577 + PM647 clinical data [----] Not investment advice. DYOR 🙏"  
[X Link](https://x.com/anyuser/status/2022394437561946519)  2026-02-13T19:36Z [--] followers, [--] engagements


"The information shared in this thread is based on the companys 10-Q filings and corporate presentations. Ive summarized complex scientific and regulatory details as clearly and concisely as possible. Some nuances may be simplified for readability"  
[X Link](https://x.com/anyuser/status/2022398221822378296)  2026-02-13T19:51Z [--] followers, [--] engagements

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