# ![@yianisz Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1474490409036521472.png) @yianisz Yiannis Zourmpanos

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

### Engagements: [------] [#](/creator/twitter::1474490409036521472/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1474490409036521472/c:line/m:interactions.svg)

- [--] Week [-------] -8.50%
- [--] Month [---------] +33%
- [--] Months [---------] +593%
- [--] Year [---------] +6,224%

### Mentions: [--] [#](/creator/twitter::1474490409036521472/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1474490409036521472/c:line/m:posts_active.svg)

- [--] Week [--] -52%
- [--] Month [--] -38%
- [--] Months [---] +65%
- [--] Year [---] +702%

### Followers: [------] [#](/creator/twitter::1474490409036521472/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1474490409036521472/c:line/m:followers.svg)

- [--] Week [------] +0.90%
- [--] Month [------] +8.20%
- [--] Months [------] +281%
- [--] Year [------] +2,507%

### CreatorRank: [-------] [#](/creator/twitter::1474490409036521472/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1474490409036521472/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  #3239 [finance](/list/finance)  40.46% [technology brands](/list/technology-brands)  22.14% [cryptocurrencies](/list/cryptocurrencies)  7.63% [countries](/list/countries)  1.53% [social networks](/list/social-networks)  0.76% [automotive brands](/list/automotive-brands)  0.76% [financial services](/list/financial-services)  0.76% [travel destinations](/list/travel-destinations)  0.76%

**Social topic influence**
[$nbis](/topic/$nbis) #19, [ai](/topic/ai) 29.01%, [$iren](/topic/$iren) #11, [$oscr](/topic/$oscr) 9.92%, [$eose](/topic/$eose) 9.92%, [data](/topic/data) 9.92%, [$msft](/topic/$msft) #124, [money](/topic/money) 8.4%, [flow](/topic/flow) #1603, [in the](/topic/in-the) 8.4%

**Top accounts mentioned or mentioned by**
[@toptechstocksus](/creator/undefined) [@stockmeetups](/creator/undefined) [@fuzzypandashort](/creator/undefined) [@kz_6pv](/creator/undefined) [@techequityeng](/creator/undefined) [@marketprophit](/creator/undefined) [@smatthewschultz](/creator/undefined) [@culperresearch](/creator/undefined) [@tipranks](/creator/undefined) [@midascabal](/creator/undefined) [@iamtomnash](/creator/undefined) [@sofi](/creator/undefined) [@yahoofinance](/creator/undefined) [@nebiusai](/creator/undefined) [@oazx65j1ddtxozr](/creator/undefined) [@88magalhaes](/creator/undefined) [@leoskie_l](/creator/undefined) [@coachdjlw](/creator/undefined) [@warrenfinances](/creator/undefined) [@martin195993331](/creator/undefined)

**Top assets mentioned**
[Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Iris Energy Limited (IREN)](/topic/$iren) [Oscar Health, Inc.  (OSCR)](/topic/$oscr) [Eos Energy Enterprises, Inc. (EOSE)](/topic/$eose) [Microsoft Corp. (MSFT)](/topic/$msft) [CoreWeave, Inc (CRWV)](/topic/$crwv) [Metadium (META)](/topic/$meta) [Cipher Mining Inc. Common Stock (CIFR)](/topic/$cifr) [Advanced Micro Devices (AMD)](/topic/$amd) [RAI Finance (SOFI)](/topic/$sofi) [ZetaChain (ZETA)](/topic/$zeta) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [CLEANSPARK INC (CLSK)](/topic/$clsk) [Centene Corp (CNC)](/topic/$cnc) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [MARA Holdings, Inc. (MARA)](/topic/$mara) [Applied Optoelectronics, Inc. (AAOI)](/topic/$aaoi) [Ondas Holdings Inc. Common Stock (ONDS)](/topic/$onds) [Vixco (VIX)](/topic/$vix) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$ZETA just made a serious AI move. Zeta Global is partnering with OpenAI to power Athena its enterprise-grade agentic AI platform. Market reaction says it all: $ZETA +11% AH to $24 this isnt AI features. Its agentic AI embedded directly into enterprise workflows. Thats the direction the whole software stack is moving. https://twitter.com/i/web/status/2008290055098454476 https://twitter.com/i/web/status/2008290055098454476"  
[X Link](https://x.com/yianisz/status/2008290055098454476)  2026-01-05T21:30Z 16.5K followers, [----] engagements


"Taking another deeper look the $NVDA $CRWV deal isnt just strategic alignment it quietly gives signal for the AI/neocloud market. If Nvidia is willing to anchor CoreWeave to secure capacity it implicitly pressures hyperscalers to do the same elsewhere. $MSFT $META $GOOG cant let all 3rd-party capacity consolidate under one Nvidia-favored operator. That raises the odds of CoreWeave-style deals spreading to $NBIS $IREN Not because they want to. Because capacity risk is now strategic risk. This isnt generosity. Its pre-emptive defense in an AI arms race where supply is the bottleneck. $NVDA"  
[X Link](https://x.com/yianisz/status/2016224297224704228)  2026-01-27T18:58Z 16.6K followers, [----] engagements


"Ive seen a lot of people freak out about $ASML cutting [----] jobs. I dont see a slowdown. I see a cleanup. [----] was a monster year: 32.7B revenue 38.8B backlog 13.2B in Q4 orders more than 7B just EUV [----] guide still 3439B Thats not a company bracing for demand falling off a cliff. Theyre trimming management layers not engineers. Flattening the org while demand is still running hot. To me thats about speed. And ASML speed matters. If ASML executes faster $TSM ramps faster GPUs ship faster. That feeds straight into $NVDA $AMD $AVGO and the rest of the AI stack. Ugly headline. Healthy signal."  
[X Link](https://x.com/yianisz/status/2016532340894220528)  2026-01-28T15:22Z 16.5K followers, [----] engagements


"Wall street analysts need wake up and revise $AAOI PTs. The stock has already outgrown old models and is re-rating toward $44 on real 800G volume not hype"  
[X Link](https://x.com/yianisz/status/2016564136239321194)  2026-01-28T17:28Z 16.6K followers, [----] engagements


"$NBIS drawing down amidst the tech selloff is a gift"  
[X Link](https://x.com/yianisz/status/2017252345520808137)  2026-01-30T15:03Z 16.6K followers, 28.2K engagements


"Ive been following $ONDS closely and this pullback feels very familiar. 19% of the float is short. 38% of volume is off-exchange. That tells you the drop isnt panic selling by longs. Its pressure positioning hedging and controlled distribution after a big run. When expectations peak shorts dont bet on collapse. They bet on time. This pullback feels less like fear and more like the market quietly asking: Show me the execution. That answer doesnt come from price. It comes from the next few quarters. https://twitter.com/i/web/status/2017333594268528744"  
[X Link](https://x.com/yianisz/status/2017333594268528744)  2026-01-30T20:26Z 16.6K followers, 16K engagements


"$ZETA a no-brainer at these levels"  
[X Link](https://x.com/yianisz/status/2017336640323133506)  2026-01-30T20:38Z 16.6K followers, 13.9K engagements


"Investors have you noticed $NBIS sells off every time it doesnt spoon-feed progress updates the market is addicted to weekly dopamine. Id worry if contracts were gone or power was missing. Neither is true. This feels like weak hands and not broken math"  
[X Link](https://x.com/yianisz/status/2017596981741289637)  2026-01-31T13:53Z 16.6K followers, 15K engagements


"I like when I see a tech company growing topline while cutting job postings. $ZETA is pulling 35%+ growth with 22% fewer open roles while web traffic X mentions and investor chatter explode higher"  
[X Link](https://x.com/yianisz/status/2017954462275653652)  2026-02-01T13:33Z 16.6K followers, 20.9K engagements


"Better late than never. Good to see new eyes finally watching $KRKNF. This story still isnt crowded. Most investors arent positioned yet. We are still early"  
[X Link](https://x.com/yianisz/status/2018700040575819870)  2026-02-03T14:56Z 16.5K followers, [----] engagements


"Big money is supporting $RDDT at around $165 (dark pools) thats a real floor for now. At the same time whales are buying protection around $160 which means theyre worried about a short dip not a collapse. So this isnt a screaming buy but its a reasonable entry if youre okay with some chop. If $160 holds youre probably fine. If $160 breaks step aside thats the line. Tomorrow well all know (earnings). https://twitter.com/i/web/status/2019036718683603430 https://twitter.com/i/web/status/2019036718683603430"  
[X Link](https://x.com/yianisz/status/2019036718683603430)  2026-02-04T13:14Z 16.6K followers, [----] engagements


"Markets are crashing again. Same headlines. Same panic. $SPY $QQQ Fear & Greed is at [--]. Real crashes dont happen when everyones alert. They happen when people feel safe and stop hedging. This is noise after a strong run. A reset. A shakeout. I ve seen this movie before. You already know what to do. https://twitter.com/i/web/status/2019075401893495274 https://twitter.com/i/web/status/2019075401893495274"  
[X Link](https://x.com/yianisz/status/2019075401893495274)  2026-02-04T15:47Z 16.6K followers, 16.7K engagements


"Going into $IREN earnings tomorrow heres how I see it. This isnt a hype setup. Most fast money already left. Attention is low expectations are compressed and the stock is trading on skepticism around hyperscaler capex not on IRENs actual execution. For me the numbers matter less than the signal. I want to hear one thing: is the $MSFT deployment on track and fully funded If AI ramp capex coverage and margins are confirmed I think the stock works even in a weak tape. If theres any hesitation on execution itll trade as a proxy for AI capex fear. This is a validation print not a beat-and-cheer"  
[X Link](https://x.com/yianisz/status/2019079918693294172)  2026-02-04T16:05Z 16.6K followers, 38.3K engagements


"The more violent the selloff the more asymmetric the upside. Few. $SPY $VIX $QQQ"  
[X Link](https://x.com/yianisz/status/2019121882226712759)  2026-02-04T18:52Z 16.6K followers, [----] engagements


"$EOSE's short interest is still high (25%) but down from 35% at the peak. No panic no squeeze just steady covering as risk shifts. https://twitter.com/i/web/status/2019408921379713450 https://twitter.com/i/web/status/2019408921379713450"  
[X Link](https://x.com/yianisz/status/2019408921379713450)  2026-02-05T13:53Z 16.6K followers, [----] engagements


"What I like here isnt just the hardware. Its $ONDS setup. Despite the sharp pullback volume-weighted participation remains elevated and RSI has cooled into the mid-50s not breakdown territory. From a technicians lens this looks like a controlled digestion phase after a strong impulse move not trend failure. Blue UAS approval NDAA supply chain domestic scale. When DoD budgets open they dont reward hype. They reward whos ready to deliver. pay attention"  
[X Link](https://x.com/yianisz/status/2019415212643033569)  2026-02-05T14:18Z 16.6K followers, [----] engagements


"Take a walk. Breathe. Let the screen scream. newbies react. professionals survive by doing nothing. $SPY $QQQ $VIX $BTC"  
[X Link](https://x.com/yianisz/status/2019437334803149162)  2026-02-05T15:45Z 16.6K followers, [----] engagements


"$IREN reports soon. Everyone left right before the party🍿"  
[X Link](https://x.com/yianisz/status/2019475862630928420)  2026-02-05T18:19Z 16.6K followers, 55.1K engagements


"What stood out to me is how clearly execution is now matching the demand story. With the strongest demand $IREN has ever seen 4.5GW of secured power and $3.4B ARR framed as an early milestone rather than an endpoint Im happy with how the platform is coming together. $IREN reports soon. Everyone left right before the party🍿 https://t.co/wGANrnU3Ok $IREN reports soon. Everyone left right before the party🍿 https://t.co/wGANrnU3Ok"  
[X Link](https://x.com/yianisz/status/2019519283076931732)  2026-02-05T21:11Z 16.6K followers, 82.7K engagements


"$IREN went from $29 to $37 in pre-market. If it can re-rate that fast in pre-market imagine what happens when conviction shows up. What stood out to me is how clearly execution is now matching the demand story. With the strongest demand $IREN has ever seen 4.5GW of secured power and $3.4B ARR framed as an early milestone rather than an endpoint Im happy with how the platform is coming together. What stood out to me is how clearly execution is now matching the demand story. With the strongest demand $IREN has ever seen 4.5GW of secured power and $3.4B ARR framed as an early milestone rather"  
[X Link](https://x.com/yianisz/status/2019712765993349394)  2026-02-06T10:00Z 16.6K followers, 59.4K engagements


"regulators finally noticed how fast $HIMS was moving. Compounded GLP-1s were always a gray zone. DOJ noise hurts sentiment not the core platform. Alright. Im going to push back on this not emotionally just analytically. $HIMS A lot of what youve laid out sounds compelling because its detailed and directional. But several of these conclusions jump from interesting signal to structural collapse without proving https://t.co/kcJhzW7mS9 Alright. Im going to push back on this not emotionally just analytically. $HIMS A lot of what youve laid out sounds compelling because its detailed and"  
[X Link](https://x.com/yianisz/status/2020108530913562835)  2026-02-07T12:13Z 16.6K followers, 20.8K engagements


"For me this doesnt feel like a get out of tech moment at all. Ive seen this movie too many times. When $XLK starts lagging the instinct is to panic After a massive AI-led run tech is doing what it always does in these phases: pausing while capital rotates elsewhere. What matters is how tech is behaving not that its underperforming. Mega-cap cash-rich names are holding up far better than speculative growth. The market is clearly saying: prove the cash flows not the slides. Bitcoin fits the same pattern: after a crowded momentum-heavy run $BTC is unwinding excess leverage not breaking its"  
[X Link](https://x.com/yianisz/status/2020841612067147996)  2026-02-09T12:46Z 16.6K followers, [----] engagements


"This is why Im paying close attention to names like $NBIS reporting soon. When leaders like $GOOG $AMD and $PLTR are beating on real demand it tells you the AI spend is flowing through the stack not just at the top. Thats usually supportive for infra compute and capacity providers next. It doesnt mean every stock goes up on earnings. But it does mean the backdrop is healthier than price action suggests. https://twitter.com/i/web/status/2020861493240070556 https://twitter.com/i/web/status/2020861493240070556"  
[X Link](https://x.com/yianisz/status/2020861493240070556)  2026-02-09T14:05Z 16.6K followers, [----] engagements


"Earnings day and $NBIS is red. Down 12% thats it After +500% revenue growth $1.25B ARR Microsoft + Meta live and first positive operating cash flow If thats the markets reaction to those numbers it tells me positioning was loud but conviction might be louder. Lets see who blinks first. https://twitter.com/i/web/status/2021994676895555699 https://twitter.com/i/web/status/2021994676895555699"  
[X Link](https://x.com/yianisz/status/2021994676895555699)  2026-02-12T17:07Z 16.7K followers, 18K engagements


"Nothing structural explains $CLSK discount only the absence of a signed AI lease. @smatthewschultz you know exactly what the market is waiting for now. waiting for the headline. CleanSpark $CLSK is a very interesting trade here valued at just $2.2MM per MW of approved power capacity - a 75% discount to peers. This discount reflects its lack of AI co-location deal as $HUT $CIFR $APLD and $WULF all began marketing their sites to hyperscalers and https://t.co/fEAkCFeOKs CleanSpark $CLSK is a very interesting trade here valued at just $2.2MM per MW of approved power capacity - a 75% discount to"  
[X Link](https://x.com/yianisz/status/2011841739602956486)  2026-01-15T16:43Z 16.7K followers, [----] engagements


"As capital rotates into photonics leaders such as $LITE $COHR $CIEN $ANET $AVGO $FN $MTSI and others clouds still hang over $AAOI. The core bear claim was never valuation. It was that AAOI cannot scale 800G production. @CulperResearch That claim is now contradicted by facts. AAOI is investing $150M+ in a new [------] sq ft manufacturing facility in Sugar Land TX. City Council approvals are unanimous incentives are locked and the site is on track for summer [----] operations. More importantly look at execution on the ground. $AAOI currently has 20+ active job postings in Sugar Land for: - wafer"  
[X Link](https://x.com/yianisz/status/2012163932765720579)  2026-01-16T14:04Z 16.7K followers, [----] engagements


"$CIFR is raising $2B to finish Black Pearl reimburse prior equity and lock the asset behind secured debt. That usually signals the project is far enough along that lenders are comfortable underwriting it against future cash flows. More leverage yes. but it also clarifies intent that CIFR is committing to Black Pearl as an HPC asset not optional capacity. https://twitter.com/i/web/status/2018704881381421197 https://twitter.com/i/web/status/2018704881381421197"  
[X Link](https://x.com/yianisz/status/2018704881381421197)  2026-02-03T15:15Z 16.7K followers, [----] engagements


"$CIFR sold off because equity just got de-risked by debt. The $2B notes effectively diluted the equity before AI revenue shows up. Thats why it dumped. Mag [--] earnings say AI capex is real. But markets now care about when margins show not demand. Good buy Only if you can wait to H226 and ignore ugly quarters. https://twitter.com/i/web/status/2019091211806761254 https://twitter.com/i/web/status/2019091211806761254"  
[X Link](https://x.com/yianisz/status/2019091211806761254)  2026-02-04T16:50Z 16.7K followers, 26.8K engagements


"Huge increase in AI CapEx in [----]. $GOOG guiding $175185B. Google is investing heavily in data centers and GPUs and Cloud revenue is growing 48% while margins stay around 32%. That tells us the infrastructure is being used and monetized not sitting idle. The AI narrative is alive Long $NBIS $IREN $CRWV $CIFR etc. https://twitter.com/i/web/status/2019159435365531800 https://twitter.com/i/web/status/2019159435365531800"  
[X Link](https://x.com/yianisz/status/2019159435365531800)  2026-02-04T21:21Z 16.7K followers, 19.2K engagements


"The only thing that changed is peoples stomach for volatility. $NBIS"  
[X Link](https://x.com/yianisz/status/2019714399213437014)  2026-02-06T10:06Z 16.7K followers, 76.9K engagements


"NeoClouds arent rolling over the market just stopped paying for hope. I see demand exploding but only execution gets rewarded now. $NBIS earns it because AI revenue is already ramping so losses are tolerated. $IREN gets punished because mining cash flow is falling faster than AI revenue replaces it. $CIFR has the best contracts but equity waits while debt gets paid first. Not bearish. Just selective. https://twitter.com/i/web/status/2019791065847308656 https://twitter.com/i/web/status/2019791065847308656"  
[X Link](https://x.com/yianisz/status/2019791065847308656)  2026-02-06T15:11Z 16.7K followers, 17.1K engagements


"You are not bullish enough. $AMD. Buy $AMD thank me in [--] months. NFA. https://t.co/UaE0DwZD4z Buy $AMD thank me in [--] months. NFA. https://t.co/UaE0DwZD4z"  
[X Link](https://x.com/yianisz/status/2019794507521237465)  2026-02-06T15:25Z 16.7K followers, 18.5K engagements


"Dear $NBIS investors going into earnings sentiment is fragile and the data shows it. Short interest is 37M shares roughly 1718% of free float. Thats not casual hedging. Thats a real bet that execution or valuation cracks. Days-to-cover has climbed to [--] meaning bearish positioning has grown as liquidity normalized. Options are tense too. Implied volatility is well above realized and the skew is negative puts are richer than calls. Traders are paying up for downside protection into the print. The market is expecting a big move and its nervous. What makes this tricky is the split: sell-side is"  
[X Link](https://x.com/yianisz/status/2020535287852482991)  2026-02-08T16:28Z 16.7K followers, 49.1K engagements


"MS finally wakes up on $CIFR with a $38 PT. Street catching up. Liquidity usually follows. Im on vacation but couldnt help notice that Morgan Stanley initiated on CIFR at overweight with a $38 price target. They are still behind me but coming up the curve quickly now. Stock +10% https://t.co/xpyEcb08OY Im on vacation but couldnt help notice that Morgan Stanley initiated on CIFR at overweight with a $38 price target. They are still behind me but coming up the curve quickly now. Stock +10% https://t.co/xpyEcb08OY"  
[X Link](https://x.com/yianisz/status/2020890269869088932)  2026-02-09T15:59Z 16.7K followers, 10.7K engagements


"I read the Nebius-Tavily announcement today and this is how I see it: AI agents are useless if they cant actually look things up. Tavily fixes that. Nebius isnt just selling GPUs anymore its stacking the pieces needed to run real agents end-to-end. Bears say $NBIS is a commodity just renting GPUs. The deal flips that. Nebius isnt selling raw compute anymore its embedding agentic search + reasoning on top of the hardware. Commodity stories dont add brains"  
[X Link](https://x.com/yianisz/status/2021232545732469065)  2026-02-10T14:39Z 16.7K followers, [----] engagements


"Calls heavily outweigh puts on $CLSK which means traders are positioning for upside. If price starts moving up those calls can force hedging and accelerate the move especially with high short interest in the background"  
[X Link](https://x.com/yianisz/status/2021600530829639783)  2026-02-11T15:01Z 16.7K followers, [----] engagements


"Dont buy the $OSCR downgrade narrative. Raised FY25 rev to $12.1B in Q1. No walk-back even after $CNC collapsed. Now analysts slash PTs to $8 citing the same macro noise Oscar already priced in Thats not fundamental analysis. Its reflexive pessimism. Wall Streets playbook: Downgrade on macro noise Slash PTs to $8 Institutions accumulate Future upgrade on resilience $OSCR $8 price target after raising revenue guidance by $1 billion (now 30% YoY growth) And reducing SG&A All while sector leaders $UNH & $CNC are withdrawing guidance Tell me you are working for short sellers without telling me"  
[X Link](https://x.com/anyuser/status/1948017510730637445)  2025-07-23T13:49Z 16.7K followers, 116.2K engagements


"Most investors see $EOSE strong bull run as euphoria its actually structural. Short interest still 30% of float but whales are loading long: $2.9M calls at $12.50 and heavy dark-pool buys near $13. Institutions also sold $2$5 puts worth $2.8M betting the floor is in. This isnt hype its positioning for a squeeze-plus-re-rating"  
[X Link](https://x.com/anyuser/status/1975183326139809976)  2025-10-06T12:56Z 16.7K followers, 42.8K engagements


"Why $NBIS didnt crash and why $CRWV investors will rotate soon. CoreWeave rents grid power. Nebius builds it. CRWVs delays came from 3rd-party powered-shells stuck in utility queues. Nebius sidestepped the grid entirely with behind-the-meter solar + storage already live in NJ. Every MW Nebius adds is self-powered financed by hyperscaler deposits ( $MSFT + $META) not bank debt. Thats why one missed revenue and held flat while the other beat and crashed. Control your power control your destiny"  
[X Link](https://x.com/anyuser/status/1988585317394211252)  2025-11-12T12:31Z 16.7K followers, 40.5K engagements


"Dont fear the AI bubble - fear the debt machine funding it. Michael Hartnett Bank of Americas chief strategist and one of Wall Streets sharpest macro voices isnt calling the end of AI. Hes calling out the funding model powering it. the warning targets the AI big spenders: $AMZN $MSFT $GOOGL $META $ORCL. And $ORCL's crash Simple: huge AI capex slow bookings rising debt. When growth lags leverage the market hits the brakes fast. Hyperscalers are flooding the bond market to feed the AI datacenter arms race pushing credit spreads to levels that usually precede stress. Think 1999: massive capex"  
[X Link](https://x.com/anyuser/status/1988925000686911597)  2025-11-13T11:00Z 16.7K followers, 15.4K engagements


"My fellow $NBIS investors this is judgment day. Today contracts meet reality"  
[X Link](https://x.com/yianisz/status/2021884601782690151)  2026-02-12T09:50Z 16.7K followers, 20.6K engagements


"$NBIS did [--] things that matter: [--]. $MSFT tranche delivered on time. [--]. $META capacity fully delivered and now servicing. [--]. First quarter of positive operating cash flow. Just execution + cash"  
[X Link](https://x.com/yianisz/status/2021953153101705285)  2026-02-12T14:22Z 16.7K followers, 18.7K engagements


"this isnt a normal memory bounce. Its an AI-driven supply squeeze. HBM demand is exploding as AI clusters scale while DRAM/NAND supply is only growing mid-teens. That imbalance is pushing pricing power back to producers and margins higher. Thats bullish for $MU $SK hynix $SSNLF (Samsung) and even NAND exposure via $SNDK and Kioxia. https://twitter.com/i/web/status/2021963253136707969 https://twitter.com/i/web/status/2021963253136707969"  
[X Link](https://x.com/yianisz/status/2021963253136707969)  2026-02-12T15:03Z 16.7K followers, [----] engagements


"$NBIS is proof the Efficient Market is more theory than reality"  
[X Link](https://x.com/yianisz/status/2022334256786341932)  2026-02-13T15:37Z 16.7K followers, 40.8K engagements


"Listening to the $NBIS call live heres my take. They didnt hype. They focused on power ARR and funding structure. Thats what I wanted to hear. $1.25B ARR exit matters more than the revenue headline. It shows contracts are actually converting into run-rate business. The $7$9B [----] ARR target is still intact no walk-back no soft language. What I was really listening for was capital discipline. They were careful on financing. No reckless tone no well figure it out later vibe. That reduces the $CRWV-style execution fear. This stock isnt about this quarters EPS. Its about: [--]. MW going live [--]. ARR"  
[X Link](https://x.com/yianisz/status/2021938123488272741)  2026-02-12T13:23Z 16.7K followers, 12.5K engagements


"Everyones focused on GPUs. The real bottleneck is power + land. $IREN just raised $875M in 0% convertibles with capped calls set at a 100% premium. Thats not a weak balance sheet move its a bet on being one of the few players with 2.9GW of secured renewable power and 810MW already running. While most chase chips IREN is quietly turning into an energy-backed AI infrastructure play"  
[X Link](https://x.com/anyuser/status/1976232572083478868)  2025-10-09T10:25Z 16.7K followers, 36.3K engagements


"I went long $NBIS in March [----] $26 today its over $120 steadily on track for a $200 PT by [----]. I still prefer it over $CRWV. Before that I went long $PLTR $7 publishing my first full thesis in Nov [----] - now at $190. Then came $SOFI entered when it traded at $4 laid out the research and its since climbed to $32 on its way toward a $50 PT. The best part Those arent my only multibaggers. Some are $PSIX (+700%) $HOOD (400%) $APP (300%). and a few that are just getting started like $EOSE (and others Ill be writing about soon). All public. All verified. @TipRanks ranks me in the top 0.01% of"  
[X Link](https://x.com/yianisz/status/1983532271278891462)  2025-10-29T13:52Z 16.7K followers, 216.1K engagements


"Looks like the comments are outperforming the stock $KULR"  
[X Link](https://x.com/yianisz/status/2021595630863319493)  2026-02-11T14:42Z 16.7K followers, [----] engagements


"Heres how this works. $IREN added to MSCI USA means passive funds tracking the index now have to buy. That creates structural demand and deeper liquidity. Nothing changed operationally. The ownership base just got bigger"  
[X Link](https://x.com/yianisz/status/2022290912827555868)  2026-02-13T12:45Z 16.7K followers, 13.5K engagements


"maybe after $IREN hits $1000 and does a 500:1 split @midascabal I know a guy waiting 2+ years for $2 $IREN Do you think hell get it @midascabal I know a guy waiting 2+ years for $2 $IREN Do you think hell get it"  
[X Link](https://x.com/yianisz/status/2022560294187274556)  2026-02-14T06:35Z 16.7K followers, 20.6K engagements


"My Valentines plan: Tonight Im dating $NBIS. Serious conversation. Long-term potential. $IREN and $CIFR Maybe drinks later Im keeping my options open. High beta relationships only. $NBIS is proof the Efficient Market is more theory than reality. https://t.co/ptfZZtmb9S $NBIS is proof the Efficient Market is more theory than reality. https://t.co/ptfZZtmb9S"  
[X Link](https://x.com/yianisz/status/2022616557415993643)  2026-02-14T10:19Z 16.7K followers, 11.3K engagements


"Buy $AMD thank me in [--] months. NFA"  
[X Link](https://x.com/yianisz/status/2019086431394685157)  2026-02-04T16:31Z 16.7K followers, 107.7K engagements


"This is your $NBIS bull call"  
[X Link](https://x.com/yianisz/status/2021223377365762216)  2026-02-10T14:03Z 16.7K followers, 10.1K engagements


"Zoom out for a second. The market is obsessing over the next quarter. $AMD is talking about the next five years. Data Center TAM at $200B in [----] growing to $1T by [----] (40% CAGR). But if the TAM math is even half right were talking about a structural buildout not a short-lived surge. In a trillion-dollar market you dont need dominant share to create outsized earnings power. I wont state the obvious. https://twitter.com/i/web/status/2021570414561124835 https://twitter.com/i/web/status/2021570414561124835"  
[X Link](https://x.com/yianisz/status/2021570414561124835)  2026-02-11T13:02Z 16.7K followers, [----] engagements


"My $NBIS earnings take: https://seekingalpha.com/article/4869549gt=0a715ac5a1d40cc6 Earnings day and $NBIS is red. Down 12% thats it After +500% revenue growth $1.25B ARR Microsoft + Meta live and first positive operating cash flow If thats the markets reaction to those numbers it tells me positioning was loud but conviction might be louder. https://t.co/36ShMcaS1J https://seekingalpha.com/article/4869549gt=0a715ac5a1d40cc6 Earnings day and $NBIS is red. Down 12% thats it After +500% revenue growth $1.25B ARR Microsoft + Meta live and first positive operating cash flow If thats the markets"  
[X Link](https://x.com/yianisz/status/2022037309705826547)  2026-02-12T19:57Z 16.7K followers, [----] engagements


"$SNAP is back on my radar the business model is changing. The stock has lost roughly 95% from its peak and for years the criticism was fair: growth without profits heavy spending weak shareholder returns. But management is no longer chasing user growth at any cost. Theyre tightening infrastructure spend controlling expenses and focusing on turning revenue into consistent earnings and cash flow. In short the story is shifting from growth experiment to operating leverage. The market still prices Snap like a fragile turnaround. The financial profile is starting to look more disciplined and"  
[X Link](https://x.com/yianisz/status/2022685297259970849)  2026-02-14T14:52Z 16.7K followers, [----] engagements


"$OSCR earnings season is coming and history says this one matters. Over the last [--] quarters Oscar beat revenue estimates [--] times and missed EPS [--] times mostly during heavy reinvestment cycles. When Oscar misses its often on margins not growth. When it beats the stock rallies 1525% in the next [--] trading days. Consensus for Q3: - Revenue $3.08B (+27% YoY) - EPS $0.58 Expect volatility. If MLR shows even slight improvement this could turn into the next beat-and-reprice setup"  
[X Link](https://x.com/anyuser/status/1981381348024570345)  2025-10-23T15:25Z 16.7K followers, [----] engagements


"Eos Energy just hit its inflection point. Ive been tracking $EOSE for months and I opened my position in Q2 right before it hit its Q3 inflection point. Now the storys changing fast. Heres everything you need to know in [--] minute"  
[X Link](https://x.com/anyuser/status/1987879280102006967)  2025-11-10T13:45Z 16.7K followers, 41.6K engagements


"$NVDA flipping the narrative: DeepSeek isn't a threatit's validation. [--]. Export-Compliant Compute: Nvidia is signaling that H800 GPUs (China-compliant versions of H100s) are sufficient for cutting-edge AI reinforcing their dominance even under export restrictions. [--]. Widely Available Tools: By emphasizing accessible tools Nvidia implies DeepSeeks achievements dont bypass existing infrastructurefurther entrenching CUDAs moat and $NVDAs role in AI scaling. This is a clever reframing: DeepSeek might accelerate AI adoption but Nvidia stays the enabler. Investors betting against Nvidia here may be"  
[X Link](https://x.com/anyuser/status/1883962415223542071)  2025-01-27T19:36Z 16.7K followers, [----] engagements


"@iamtomnash price action fundamentals. $PLTR is still the same company that posted 64% U.S. commercial growth $517M in FCF (63% margin) and $803M U.S. TCV (+134% YoY). If you believed in it at $120 why wouldnt you at $100 Volatility is inevitableconviction isnt"  
[X Link](https://x.com/anyuser/status/1892507262360375535)  2025-02-20T09:31Z 16.7K followers, [----] engagements


"Youre not dumbthe market is. $AMD is trading at 21x forward earnings with 69% YoY data center growth yet its priced like a slow-growth consumer staple. Wall Street is fixated on $NVDA dominance but ignoring AMDs AI acceleration MI350 launch and growing hyperscaler adoption. Buying under $100 Thats a long-term steal"  
[X Link](https://x.com/anyuser/status/1896983212733456569)  2025-03-04T17:56Z 16.7K followers, [----] engagements


"Exactly $NBIS at a $3.8B EV is absurdly mispriced. - $750M$1B ARR in [----] growing 100%+ YoY - CoreWeave at $23B valuation with $200M revenue - ClickHouse (28% stake) alone could be worth $1B+ If we strip out ClickHouse Toloka and Avride you're getting at 3-5x [----] sales while CoreWeave sits at 95x revenue. Market is either sleeping on this or overpricing execution risk. At this valuation NBIS could 23X without even hitting its upper-end growth targets. http://Nebius.AI http://Nebius.AI"  
[X Link](https://x.com/anyuser/status/1899362754823168329)  2025-03-11T07:32Z 16.7K followers, 10K engagements


"How Nebius Might Quietly Beat CoreWeave in the GPU Cloud Wars This startup is offering AI compute for half the cost and its not hype. Lets break down why $NBIS could be the most underestimated $NVDA-backed infrastructure play of 2025: $CRWV"  
[X Link](https://x.com/anyuser/status/1911791746423443527)  2025-04-14T14:40Z 16.7K followers, 36K engagements


"1/ Nebius $NBIS reports earnings tomorrow. After growing revenue +462% in [----] expectations are sky-high. Heres what you need to know"  
[X Link](https://x.com/anyuser/status/1915445411386437741)  2025-04-24T16:39Z 16.7K followers, 41.2K engagements


"The market still treats @SoFi like a student loan lender. Its not. Its building the financial infrastructure layer of the future. My DCF indicates that the FV of $SOFI is closer to $39/share3x upside from here. Heres what the market is missing https://yiazou.com/the-flywheel-driving-sofi-to-39/ https://yiazou.com/the-flywheel-driving-sofi-to-39/"  
[X Link](https://x.com/anyuser/status/1921924909443227849)  2025-05-12T13:46Z 16.7K followers, [----] engagements


"Despite the bull run Nebius is still mispriced. $NBIS trades at just 10x ARR while comps like CoreWeave $CRWV fetch 2030x. The SOTP model points to a $70/share valuationand we think thats conservative. Heres the breakdown"  
[X Link](https://x.com/anyuser/status/1931766483186487498)  2025-06-08T17:33Z 16.7K followers, 42.5K engagements


"$SOFI is up 180%+ this year yet Wall Street still doesnt get it. The real story A hidden flywheel that could drive shares to $39. Heres why SoFis true value is only just surfacing"  
[X Link](https://x.com/anyuser/status/1940037507619455214)  2025-07-01T13:19Z 16.7K followers, 25.3K engagements


"$OSCR drop is noise not thesis-breaking. Heres what you need to know: Barclays Underweight and $17 PT hammer policy risk (SEP tightening ghost member crackdowns CSR funding uncertainty). True. But Oscars core defense is structural: [--]. SG&A ratio at a historic low 15.8% (vs. peers at 20%+) a direct result of its cloud-native in-house stack. [--]. 50% quota share reinsurance offloads catastrophic claims volatility Centenes meltdown came partly because it underwrites more Medicaid risk directly. [--]. Q1 showed 42% revenue growth net income swinging positive ($275M) the flywheel is bending toward"  
[X Link](https://x.com/anyuser/status/1940418732418900005)  2025-07-02T14:34Z 16.7K followers, 35.3K engagements


"$SOFI just crossed $20 and honestly im not the least bit surprised. When I first picked it up at $4 most investors laughed it off as dead money. Theres a clear path to $39/share all built on real free cash flow and reasonable assumptions. Long-term were talking $79/share if the runway stays on track and honestly it looks solid so far. Its not wishful thinking its right there in the numbers: strong balance sheet smart growth moves and real cash flow to back it all up. No hype. No hopium. Just fundamentals the market will wake up to sooner or later. If you want to see exactly how Im breaking it"  
[X Link](https://x.com/anyuser/status/1942664759712809126)  2025-07-08T19:19Z 16.7K followers, 14.6K engagements


"My Nebius Group $NBIS investment thesis just hit @YahooFinance. In case you missed it this might be one of the most overlooked AI infra plays right now. Read it here: https://finance.yahoo.com/quote/NBIS/community/ https://finance.yahoo.com/quote/NBIS/community/"  
[X Link](https://x.com/anyuser/status/1943720548791402849)  2025-07-11T17:14Z 16.7K followers, [----] engagements


"$OSCR right now is a pure behavioral asymmetry play the fundamentals (SG&A compression quota share reinsurance AI-native cost loop) are overshadowed by a sentiment cycle not any breakdown in unit economics.Y 40% of analysts at Sell median PT hugging current price Smart Score flashing underperformance yet DCFs and multiple-based models are noise when capital flow is this sentiment-driven. Sophisticated investors know: when the narrative decouples from operating reality you accumulate precisely at peak pessimism because once the market re-rates the structural moat (Campaign Builder +Oscar SaaS"  
[X Link](https://x.com/anyuser/status/1945151788602069406)  2025-07-15T16:01Z 16.7K followers, 21.8K engagements


"$OSCR options surging: OI just hit 1.09M +67% above avg. Put/Call ratio at [----] but skewed by hedging NOT shorting. Institutions likely accumulating + protecting. Stock hovering near max pain ($14.50) = potential bounce setup.1"  
[X Link](https://x.com/anyuser/status/1948034407173910602)  2025-07-23T14:56Z 16.7K followers, 14.9K engagements


"Centenes $CNC Q2 [----] earnings were a wake-up call for investors in the Affordable Care Act (ACA) space. Despite posting $48.7B in revenue the company reported its first earnings miss in four yearslargely due to rising medical costs and a $2.4B blow tied to its ACA Marketplace business. The health benefits ratio (HBR) which tracks how much of premiums go to actual care jumped to 93% from 87.6% a red flag that claims were higher than expected. Why does this spook the market Centene is a giant. If its ACA margins are crumbling it raises alarms for smaller ACA-focused players like Oscar Health."  
[X Link](https://x.com/anyuser/status/1948745968289030353)  2025-07-25T14:03Z 16.7K followers, [----] engagements


"Nebius $NBIS reports earnings on August 7and no ones ready for what Q2 could unlock. If ARR breaks out this isnt just a beat. Its a re-rating moment. Here's why:"  
[X Link](https://x.com/anyuser/status/1950916187207901383)  2025-07-31T13:47Z 16.7K followers, 27.2K engagements


"$ZETA is the AI infra stock hiding in plain sight. - Q2: +35% rev +69% FCF new $200M buyback. - AI Agent Studio now live. - [--] straight beats. - Yet it trades at 3x forward sales. Wall Street is missing the replatforming of enterprise marketing. Rerate incoming"  
[X Link](https://x.com/anyuser/status/1953087834451009857)  2025-08-06T13:36Z 16.7K followers, 12.3K engagements


"Oscar Health Q2: The Miss That Proved Discipline $OSCR's Q2 [----] wasnt pretty on the surface. EPS missed at -$0.89 vs -$0.84 and revenue fell slightly short at $2.86B vs $2.92B expected. But the deeper story reveals strategic control not deterioration: [--]. Revenue still grew 29% YoY [--]. Membership climbed 28% to 2M+ [--]. SG&A efficiency reached all-time best [--]. Most importantly: [----] guidance unchanged at $12$12.2B Compare that to Centene $CNC which blew up with a $2.4B ACA loss a 93% MLR and slashed full-year EPS by 75%. Oscar MLR rose to 91.1%yes painfulbut not catastrophic. And management is"  
[X Link](https://x.com/anyuser/status/1953090621373083970)  2025-08-06T13:47Z 16.7K followers, 17.8K engagements


"Insurance is 8% of GDP and hasnt innovated in [---] years. Thats where $LMND comes in: - 1M customers faster than $AMZN or $NFLX - [--] straight quarters of growth acceleration - Gross loss ratio now at 70% - Free cash flow +12x YoY Bears think margins crack before scale. But if LMND keeps compounding like this its the $TSLA of insurance. $LMND will become a $1T tech giant. Management's execution thus far has been second to none. [--]. They hit [--] million paying customers faster than Netflix $NFLX Spotify $SPOT and Amazon $AMZN. [--]. They have grown [--] times faster than the most formidable insurers in"  
[X Link](https://x.com/anyuser/status/1956625623150919875)  2025-08-16T07:54Z 16.7K followers, 13.3K engagements


"Everything $OSCR shared at the Wells Fargo Healthcare Conference is exactly what we anticipated: [--]. Subsidy fears Already flagged as overblown in our post-CNC breakdown [--]. FY25 guide ($12.1B) intact We called that before the analysts panicked [--]. Cost trends easing In line with our MLR tracking and updated rate filings [--]. Membership quality holding Consistent with our analysis on churn + morbidity shift [--]. AI & ICHRA scaling Its why we doubled down on Oscars structural efficiency edge Wall Street is just catching up. This is how asymmetric setups look before they re-rate"  
[X Link](https://x.com/anyuser/status/1963613996960956892)  2025-09-04T14:43Z 16.7K followers, [----] engagements


"$NBIS raising $3B (2B converts + 1B equity) isnt dilution panic its offense. This locks in the firepower to hit 1GW+ Blackwell buildout while $CRWV drowns in 20%+ interest costs. Future hyperscalers raise ahead of the curve. This is how $3050B EV stories are built"  
[X Link](https://x.com/anyuser/status/1965775015133303095)  2025-09-10T13:51Z 16.7K followers, [----] engagements


"$LMND isnt just adding customers its compounding them. Young renters in their 20s pet owners car buyers homeowners. Premiums per customer nearly doubled since [----] hitting $402 in Q225. Thats still a fraction of the $3k+ households spend on insurance annually. 70% of LMNDs base is under [--]. Cohorts grow from $150 premiums at entry to thousands as life stages unfold. This land & expand model = long runway for LTV growth"  
[X Link](https://x.com/anyuser/status/1967952072612950226)  2025-09-16T14:01Z 16.7K followers, [----] engagements


"$OSCR is going down again and still priced like an underdog but the numbers tell a different story. [----] revenue hit $9.2 billion with its first net profit of $25 million. Thats $5463 revenue/member. With an expected revenue of $12.0 billion revenue/member will stand at $5920 for [----] while the market is valuing it at $2304/member. $OSCR trades at 0.42x revenue vs. industry 3.2x. Watch for margin recovery + re-rating. This discount wont last forever"  
[X Link](https://x.com/anyuser/status/1968304789705445496)  2025-09-17T13:23Z 16.7K followers, 27.8K engagements


"Many investors are debating whether to trim $NBIS here after a 5X run. I initiated bullish coverage in the low $20s backed by our SOTP valuation model. At $100/share momentum is tracking toward our long-term $100B market cap framework ($400/share 4X from here) based on a company-specific ARR/MW model. Sounds crazy but the math holds. In the meantime TA supports the direction: - Bullish channel since April Target $146.7 (+56%) - Resistance: $97.6 $111.2 next - RSI at [--] = overbought but no divergence yet - Strong VPT momentum; support holds at $75.7 Any pullback $75.7 = buy-the-dip zone. The"  
[X Link](https://x.com/anyuser/status/1970131024060301729)  2025-09-22T14:20Z 16.7K followers, 29.6K engagements


"Ive been riding $OSCR since the low $12s. Ignored the panic trusted the setup. Now its reclaiming $19 while riding the 9-week GMA with strength. RSI is climbing without overheating and volume confirms the moveVPT showing strong accumulation. $23.2 is the key breakout zone (1.618 Fib extension). If it clears momentum points to $29+. This is the 4th attempt at that $23 resistance. History shows that the 4th try is rarely a rejection. Technicals + fundamentals are finally aligning. Still early. Still asymmetric. Still bullish"  
[X Link](https://x.com/anyuser/status/1970482930062418300)  2025-09-23T13:38Z 16.7K followers, 21K engagements


"$EOSE slid 5% after its S-3 filing for 7.3M shares. This isnt a fresh cash raise these are warrant resales from its SPAC legacy. - Real dilution risk = 2.6% - Company only benefits if $11.50 warrants are exercised ($84M potential inflow) - Already secured $300M financing + DOE loan So why the drop Traders fear near-term supply overhang after a big rally. Bigger picture: Eos has $19B pipeline reaffirmed [--] guidance and enough liquidity to scale. Execution on backlog matters far more than a modest filing overhang"  
[X Link](https://x.com/anyuser/status/1974005858573918625)  2025-10-03T06:57Z 16.7K followers, 14.2K engagements


"Are we in an AI-infra bubble CoreWeave $CRWV rocketed +270% post-IPO as the self-styled AI hyperscaler. Nebius $NBIS is up +313% YTD after sealing a $19B+ $MSFT partnership. Two neocloud darlings. Two different paths through the same storm. The real question: can they scale profitablyor are we just pricing hype Lets break it down"  
[X Link](https://x.com/anyuser/status/1974057081163374917)  2025-10-03T10:20Z 16.7K followers, [----] engagements


"I know some of you are tempted to trim or sell $NBIS after this explosive run past $130 Heres what you need to know: Nebius isnt just another GPU rental shop. The $19B $MSFT deal validates a vertically integrated model: custom servers power arbitrage and a full-stack AI platform with embedded software margins. Wall Street still values $NBIS like a neocloud peer $CRWV but the efficiency gap is massive. Every MW Nebius energizes drives more ARR at lower cost. This is why $130 isnt an exit signal. Its the start of a structural re-rating. My view: $200+ is where scale and efficiency converge"  
[X Link](https://x.com/anyuser/status/1974149940453548503)  2025-10-03T16:29Z 16.7K followers, 20.5K engagements


"Most investors still dont get why $EOSE matters for the AI era. Every new AI data center needs 24/7 powerbut the grid cant handle that demand. Lithium batteries help for a few hours but they overheat degrade fast and depend on China. Eos Znyth Z3 battery is different: Made in the US 100% safe and non-flammable. Runs for [---] hours without losing capacity. Works in extreme heat or coldno fancy cooling needed. Lasts 20+ years with millions of cycles. This means AI data centers can run nonstop while cutting grid strain and energy costs"  
[X Link](https://x.com/anyuser/status/1976626103587336512)  2025-10-10T12:29Z 16.7K followers, 44.8K engagements


"$MARA The Sleeping Giant [---] GW of capacity at $0.04/kWh $5B+ in liquidity Acquired EDFs Exaion HPC unit (1200 GPUs enterprise clients) If MARA lands AI contracts it can re-rate overnight"  
[X Link](https://x.com/anyuser/status/1977717279119888809)  2025-10-13T12:45Z 16.7K followers, 13.2K engagements


"$OSCR last weeks dip isnt weakness its smart money positioning. Between $18.5$19.5 over $150M in dark pool buying has been recorded thats where institutions are loading up. Options data shows heavy call buying up to $35 while puts stay quiet. Call interest is now 60% higher than puts a clear signal of bullish positioning. Big players arent selling. Theyre preparing for whats next and policy news (ACA credits) could be the trigger"  
[X Link](https://x.com/anyuser/status/1977741113113944256)  2025-10-13T14:20Z 16.7K followers, 21.2K engagements


"I keep getting messages to sell $NBIS. Let me remind you were still early. Most investors are trading headlines. Im tracking capacity-to-ARR conversion the single metric that actually prices Nebius future. Each MW of Nebius AI power generates $5M in recurring revenue. For context: $430M ARR / [---] MW (connected) = $2M/MW. But only [------] MW are active $2.5$4.3M/MW. So $5M/MW isnt hype = its the forward run-rate once utilization + pricing mature. Theyve already secured [----] MW+ for [----]. $47B ARR potential 57x ARR = $2049B EV Scale to [--] GW by [------] and youre talking $914B ARR $6398B EV. Add"  
[X Link](https://x.com/anyuser/status/1977773089384526218)  2025-10-13T16:27Z 16.7K followers, 10.3K engagements


"$IREN proved that miners can become AI landlords. $MARA built the power grid to scale it. One sells GPUs the other owns the megawatts. Lets break down the real race"  
[X Link](https://x.com/anyuser/status/1978084507413623011)  2025-10-14T13:04Z 16.7K followers, 156.5K engagements


"In one line: IF $MARA closes Exaion and lands its first AI contracts its multiple will catch up fast. If not it remains tied to Bitcoins cycle. Thats what makes it an optionality play with asymmetric upside"  
[X Link](https://x.com/anyuser/status/1978084516322288052)  2025-10-14T13:04Z 16.7K followers, [----] engagements


"Everyone saw $EOSE's $22 price target. But few noticed whats really happening under the hood. - 29% of $EOSEs float is shorted. - Whales just dropped $18M+ into calls and sold $12M in puts at $22. That means institutions are betting the stock stays above $22. When shorts borrow 80M+ shares and price breaks higher they dont lose they have to buy back. Thats forced demand. Its not if theyll cover its when they cant avoid it. At this pace once $EOSE holds above $18$19 for several sessions the squeeze pressure compounds and short sellers get crushed one margin call at a time"  
[X Link](https://x.com/anyuser/status/1978477307951042700)  2025-10-15T15:05Z 16.7K followers, 44.5K engagements


"Soluna Holdings $SLNH is one of the most speculative bets on my radar but the setup is hard to ignore. Its not just a miner. Its turning wasted renewable energy into compute power for Bitcoin and soon AI. Their 48MW site in Texas (Dorothy 2) already runs [----] miners using wind power the grid cant absorb. Next up: Project Kati a 166MW campus designed for AI + Bitcoin hosting. Market cap $130M. Backers Generate Capital + Spring Lane. Catalysts Dorothy [--] full energization + Kati tenant signings in Q4Q1. High risk. But if they execute Soluna could be one of the first real renewable compute plays"  
[X Link](https://x.com/anyuser/status/1979876683302769129)  2025-10-19T11:46Z 16.7K followers, 19.7K engagements


"$SLNH just added a BlackRock + ConsenSys alum to its board but this isnt about PR. Agnes Budzyn is plugged into the institutional bridge between ESG capital and on-chain infrastructure. Her firm Bluedge Ventures focuses on dual-use digital infrastructure the exact zone Solunas renewable compute model sits in. Agnes Budzyn bridges Wall Street liquidity and Web3 infrastructure the exact pipeline Soluna needs to fund its [---] GW buildout. The headline is governance. The real story is capital access"  
[X Link](https://x.com/anyuser/status/1980657513071558671)  2025-10-21T15:28Z 16.7K followers, 10.3K engagements


"$NBIS crashed from its $141 all-time-highs. panic everywhere. What looks like fear is price discovery. These drawdowns transfer ownership from momentum to conviction. Throwback: $NBIS already dropped 55% at a point earlier this year but that was before institutions arrived. The pullback from $141 this time isnt the same story. Its the first sell-off after awareness not the end of a cycle. Zoom out. Relax. Know what you own. This is where asymmetric trades are born quietly in capitulation"  
[X Link](https://x.com/anyuser/status/1980979697623183436)  2025-10-22T12:48Z 16.7K followers, 108.4K engagements


"$NBIS's earnings for Q3 (11th of November) is around the corner and it could be a turning point for AI infrastructure. Wall St expects $155.7M revenue and -$0.52 EPS but the Street may still be missing whats really happening. Last quarter Nebius grew 625% YoY and turned EBITDA-positive in its core AI-cloud unit. This quarter ONLY [---] MW of its [---] MW total power is live meaning Q4 will capture the bigger ramp once new GPUs come online. In plain terms: analysts are modeling todays capacity not the contracts already signed for the next wave. If utilization jumps faster or Blackwell GPU pricing"  
[X Link](https://x.com/anyuser/status/1981024496778723727)  2025-10-22T15:47Z 16.7K followers, [----] engagements


"$OSCR investors. The move above $22 was technical not fundamental. Options data shows most of last weeks upside came from short-term call activity around $21$22 strikes. Those contracts are rolling off fast. Now Dark-pool flows are clustering between $18.5$19.5 and call open interest is flattening while puts are quietly rising a sign that traders expect consolidation before earnings. With Q3 earnings due November [--] implied volatility is climbing. Wall Street expects $3.08 B revenue (+27% YoY) and EPS $0.58. So the next few weeks are not about hype its about execution. Any MLR improvement or"  
[X Link](https://x.com/anyuser/status/1981365751367053780)  2025-10-23T14:23Z 16.7K followers, 13.3K engagements


"Just read $NBIS new whitepaper the key insight is simple: Its not about renting GPUs cheaper. Its about finishing models faster. - Training an AI model on most clouds: [--] days - Training it on Nebius: [---] days Thats [--] hours faster and up to $600k cheaper per job even though Nebius costs more GPU/hour. Thats physics not hype"  
[X Link](https://x.com/anyuser/status/1981705286453699057)  2025-10-24T12:52Z 16.7K followers, 47.5K engagements


"One more critical takeaway from @nebiusai Economics of AI Clusters whitepaper Most AI companies lose a lot of power and time when they link thousands of GPUs together the machines wait on each other to share data. $NBIS solved that. Its network keeps 92% of GPUs working at full speed while others drop closer to 7080%. That means more of the electricity you pay for turns into actual AI training instead of wasted idle time. In short: Nebius isnt just faster because of better chips its faster because its GPUs cooperate efficiently. Thats why its clusters finish big AI jobs sooner and cheaper"  
[X Link](https://x.com/anyuser/status/1981735180134961350)  2025-10-24T14:51Z 16.7K followers, [----] engagements


"Three days ago: $NBIS is crashing but whales are buying it. Today: $NBIS at $117. Whales werent panickingthey were positioning. This is what accumulation looks like before re-rating. See you on the other side. $NBIS is crashing but whales are buying it. While retail panic sells smart money just dropped $11.7M on $90 calls and $8.5M on $50 calls. Thats not fear thats accumulation. and for those still watching waiting for a perfect entry as $NBIS keeps climbing this pullback https://t.co/zupFMNkd3i $NBIS is crashing but whales are buying it. While retail panic sells smart money just dropped"  
[X Link](https://x.com/anyuser/status/1981817788034417014)  2025-10-24T20:19Z 16.7K followers, 13.7K engagements


"The battery energy storage market is shifting beneath the surface. In [----] lithium owned 99% of the $25B market. By [----] that share falls to 69% even as the market 4.5x to $100B+. That missing 30% Non-lithium chemistries zinc iron-air sodium built for long duration safety and local supply chains. $EOSE sits squarely in that gap"  
[X Link](https://x.com/anyuser/status/1982796395472998739)  2025-10-27T13:07Z 16.7K followers, 18.6K engagements


"$EOSE can reach $78 by [----] not because of hype but because the math supports it. The market already prices Eos energy for what analysts expect about $456M in [----] revenue. Thats the consensus base case roughly [--] GWh of battery output. But if Eos scales faster the math changes fast. At $200M per GWh [--] GWh of throughput would mean $600M$1B+ in sales. Applying a 20x EV/Sales multiple: - $600M * [--] = $12B EV  $53/share - $875M * [--] = $17.5B EV  $78/share The market has priced in the first phase of growth. What it hasnt priced in yet is scale"  
[X Link](https://x.com/anyuser/status/1982812025634836753)  2025-10-27T14:10Z 16.7K followers, 43.4K engagements


"Two weeks ago whales were betting on $EOSE staying above $22 by loading up on call options. Since then theyve adjusted their positions but not their conviction. The latest data shows heavy dark-pool buying between $15 and $16.50 with about $23 million in institutional volume concentrated there. This range is now the new support zone where large investors seem to be defending their positions. Open interest in calls still outweighs puts [--] to [--] showing that the majority of traders are still betting on upside not collapse. In short the setup hasnt disappeared its simply shifted lower as whales"  
[X Link](https://x.com/anyuser/status/1982851032070729869)  2025-10-27T16:45Z 16.7K followers, 19.2K engagements


"Mark your calendars: Nov [--] $EOSE Q3. Watch these tells: shipment run-rate vs $150190M FY guide subassembly automation throughput CM+ by Q4 guidance Line [--] / Factory [---] site DOE tranche PJM hyperscaler contract status. If 3/5 hit consolidation likely ends"  
[X Link](https://x.com/anyuser/status/1982923446641361053)  2025-10-27T21:32Z 16.7K followers, [----] engagements


"$HIMS setup heading into Nov [--] earnings looks compelling. Analysts are cautious: [--] EPS downgrades [--] upgrades yet HIMS has beaten [--] of the last [--] quarters often by massive margins. Options flow tells the real story: - Heavy dark pool volume between $48$49.50 (nearly $480M stacked) - Whales buying calls at $60$70 - Selling puts at $40$47 showing quiet confidence not fear Sentiment points to accumulation beneath the surface. Expect volatility not weakness. A solid beat could flip $49$50 from resistance to launchpad. Smart money isnt betting on a crash. Its waiting for the surprise"  
[X Link](https://x.com/anyuser/status/1983156801240440836)  2025-10-28T13:00Z 16.7K followers, 20.9K engagements


"$SOFI just delivered its strongest quarter as a public company and the transformation is complete. Q3 proves the pivot is real. Over half of all revenue now comes from non-lending businesses the clearest signal yet that SoFi has outgrown its digital bank label. Fee income LPB scale and SoFi Pay are turning it into a financial infrastructure platform. With guidance raised across every metric and $2.5B+ tangible book growth projected for [----] the market is still catching up. The next leg of this story is margin expansion from AI and blockchain-powered payments. I stay bullish"  
[X Link](https://x.com/anyuser/status/1983244754268704896)  2025-10-28T18:49Z 16.7K followers, [----] engagements


"$EOSE shareholders heres whats really going on. First thanks @FuzzyPandaShort for the discount. Now lets separate facts from fiction"  
[X Link](https://x.com/anyuser/status/1983912030391218346)  2025-10-30T15:01Z 16.7K followers, 37.1K engagements


"$MSFT didnt just rent GPUs from $IREN. It outsourced the hardest part of AI: power land cooling and delivery risk. This is the first true Compute Purchase Agreement (CPA) AIs version of a Power Purchase Agreement. In [--] months weve seen: $NBIS $17B with $MSFT $WULF $3.7B with $GOOG $IREN $9.7B with $MSFT $CIFR $5.5B with $AMZN Hyperscalers are telling us something: The bottleneck isnt GPUs anymore. sone names with real AI optionality: $APLD already hosting CoreWeave + hyperscaler AI loads $CLSK hiring ex-Humain execs to convert mining sites to AI campuses The trade is no longer cheap GPUs. Its"  
[X Link](https://x.com/anyuser/status/1985360691570586096)  2025-11-03T14:57Z 16.7K followers, 17.2K engagements


"I was late to $IREN Ill admit it. While its up +155% since my bullish call my focus (and bigger conviction) has been on $NBIS where I believe the upside is still massively underpriced. IREN proved the AI + energy pivot works. NBIS is doing the same but at hyperscaler scale with better margins vertical integration and far more room to re-rate. So yes IREN ran hard. But I still think $NBIS is where the real asymmetric upside sits. Early on IREN Yes. Early on NBIS Absolutely"  
[X Link](https://x.com/anyuser/status/1985389256299192562)  2025-11-03T16:51Z 16.7K followers, 36.6K engagements


"$CLSK's October update signals a true structural pivot not just another miner chasing the AI trend. While monthly BTC production dipped slightly to [---] BTC (vs. [---] in July) the power portfolio surged 28% to [----] GW under contract laying the groundwork for a [---] MW AI-dedicated data center near Houston. This means CleanSpark is evolving from a pure-play miner into a power-backed compute utility similar to what $APLD and $IREN achieved before their AI re-ratings. With treasury strength (13033 BTC $1.4 B) and minimal dilution risk CLSK can self-fund HPC build-out effectively turning mined"  
[X Link](https://x.com/anyuser/status/1985714600357085473)  2025-11-04T14:23Z 16.7K followers, 19.3K engagements


"This is a game changer for $NBIS Nebius Token Factory is a tool that helps companies run AI much cheaper and faster. Think of a shopping app like Amazon. They use AI to recommend products and answer customer questions. Normally that costs a LOT. When they switch to Nebius Token Factory: - AI costs drop by up to [--] - Responses come faster - It handles millions of users automatically no extra servers or tech teams Its like upgrading from a gas car to a self-driving electric car: cheaper to run faster and no manual effort. ⚡Today marks a big milestone for Nebius. Were launching Nebius Token"  
[X Link](https://x.com/anyuser/status/1986089298249064574)  2025-11-05T15:12Z 16.7K followers, 19.8K engagements


"Can $NBIS replace ChatGPT with its Token Factory Not really - but it can replace the need to rely on ChatGPT for companies. ChatGPT is the chatbot people use. Nebius Token Factory is the engine that lets businesses run their own ChatGPT-style AI cheaper faster and fully private. So no its not a new ChatGPT. But yes it lets companies build and host their own version of ChatGPT instead of paying OpenAI. ChatGPT = finished product Nebius = the factory to build your own"  
[X Link](https://x.com/anyuser/status/1986109503457161650)  2025-11-05T16:33Z 16.7K followers, 34.2K engagements


"this is the turning point for $EOSE. A multi-GWh deal with Talen Energy puts its batteries at the center of AI data-center power infrastructure in Pennsylvania. Backed by $24M in state incentives and a record $30.5M quarter Eos just proved it can scale. This is where energy storage becomes the new AI trade"  
[X Link](https://x.com/anyuser/status/1986183909558902862)  2025-11-05T21:28Z 16.7K followers, 14.2K engagements


"$EOSE dipping post-market doesnt change the setup. Tomorrows call is the real catalyst first full quarter showing automation throughput AI-linked Talen partnership details and updated DOE + Line [--] timeline. The charts noise; the call decides the next leg"  
[X Link](https://x.com/anyuser/status/1986184836155928926)  2025-11-05T21:32Z 16.7K followers, [----] engagements


"$OSCR Q3 wasnt about the numbers it was about guidance. Last quarter the market punished Oscar for widening losses. This time investors cared about what comes next and Oscar reaffirmed every target. FY25 revenue: $1212.2B (unchanged) MLR: 8687% Profitability: on track for [----] Despite sector chaos ( $MOH $CNC cuts) Oscar stood firm"  
[X Link](https://x.com/anyuser/status/1986404251585667101)  2025-11-06T12:04Z 16.7K followers, 49.5K engagements


"$NBIS just launched the UKs first $NVDA Blackwell Ultra AI supercluster a sovereign-grade data hub powering national AI growth. Fully hosted in the UK it gives startups + institutions access to supercomputer-level compute aligned with the govs AI Action Plan. London our days) https://t.co/MrZRWaBAy3 London our days) https://t.co/MrZRWaBAy3"  
[X Link](https://x.com/anyuser/status/1986404707472928965)  2025-11-06T12:06Z 16.7K followers, 11.5K engagements


"Funny how quiet it gets when the numbers hit. Wheres the @FuzzyPandaShort hiding now🐼 Shorts said $EOSE's batteries couldnt compete with lithium. Now Real-world data from [--] utilities + a DoD site shows 84.6% round-trip efficiency hitting 90%+ at best with zero fire risk and no rare earths. They run steady in heat or cold [---] hours per cycle. $EOSE just proved zinc batteries can power the grid safely and profitably.ame federal-grade infrastructure"  
[X Link](https://x.com/anyuser/status/1986448249973039304)  2025-11-06T14:59Z 16.7K followers, 11K engagements


"$EOSE update the data still leans bullish: - Institutions accumulated $1214M in dark pools between $16$17.50 showing smart money loaded before the breakout. - Calls outweigh puts by a wide margin and whales are buying $15$34 strikes while selling $17 puts a confident bullish stance. - No major sell walls or heavy hedging overhead yet. Momentum is strong but not overheated the setup still favors continued upside as long as volume stays firm"  
[X Link](https://x.com/anyuser/status/1987083836602094038)  2025-11-08T09:04Z 16.7K followers, [----] engagements


"$NBIS reports tomorrow and this one matters. Last time the stock looked flat going into earnings then ripped from $65 to $95 in days. Last quarter Nebius: - delivered $105.1M revenue (+625% YoY +106% QoQ) - turned positive Adjusted EBITDA and - raised ARR guidance to $900M$1.1B. Theyre now securing [--] GW+ of power by [----] positioning as the sovereign AI backbone. Tomorrow decides if this momentum turns into a re-rating or just another pause before the next leg up"  
[X Link](https://x.com/anyuser/status/1987884830495801834)  2025-11-10T14:07Z 16.7K followers, 20.8K engagements


"$OSCR is crashing after Trump reignited his push to end ACA premium subsidies calling them insurance company welfare. This is a direct hit to Oscars core business nearly all of its revenue depends on the ACA marketplace. The sell-off isnt about earnings its pure policy shock. If subsidies are cut or rerouted enrollment could collapse 3050% wiping out [----] profitability hopes. The December subsidy vote will decide Oscars fate not Q4 numbers. Oscars Q3 beat was instantly overshadowed by Trumps renewed call to end ACA subsidies. $OSCR just became a binary bet on policy not performance"  
[X Link](https://x.com/anyuser/status/1987897824806162801)  2025-11-10T14:59Z 16.7K followers, 65.6K engagements


"$NBIS shareholders Get ready massive shakeout before earnings. The chart says it all: price pulled back to channel support while momentum still targets $146 on current trend strength. Volume and RSI confirm cooling not capitulation. This isnt distribution its consolidation before the next leg. Smart money is resetting the base not leaving the table"  
[X Link](https://x.com/anyuser/status/1987904581024591960)  2025-11-10T15:26Z 16.7K followers, 18.3K engagements


"$NBIS just raised [----] ARR to $7$9B and capacity expansion doubled to [---] GW That means Nebius expects to generate nearly 8x more recurring revenue next year backed by hyperscaler contracts with $MSFT and $META. This guidance redefines the companys scale. Very bullish"  
[X Link](https://x.com/anyuser/status/1988221443327619272)  2025-11-11T12:25Z 16.7K followers, [----] engagements


"the hyperscalers are funding Nebius expansion for THEM let me explain. The $17.4B $MSFT and $3B $META contracts give Nebius guaranteed multi-year revenue visibility steady bond-like cash flow inside whats otherwise a hyper-growth story. But heres the real play: those inflows subsidize $NBIS' infrastructure build-out paying for the power GPUs and data centers that Nebius still owns. Every rack and cluster installed for Microsoft or Meta expands Nebius long-term asset base. That same capacity doesnt vanish after delivery. It becomes the backbone of Nebius own AI cloud Aether (cloud management)"  
[X Link](https://x.com/anyuser/status/1988263509881164211)  2025-11-11T15:12Z 16.7K followers, 18K engagements


"Big money is buying the $NBIS dip. I loaded up too. Options just flipped back to accumulation mode after Q3. Whales loaded $6.5M+ in calls between $120$130 and sold heavy $3.3M at $100 puts signaling confidence the dip holds. Call OI jumped to 530K contracts smart money is positioning for the next leg up on that $79B ARR guidance"  
[X Link](https://x.com/anyuser/status/1988285339912597808)  2025-11-11T16:39Z 16.7K followers, 47.5K engagements


"Today someone asked me if its too late to invest in $NBIS. No I just loaded up more an hour ago. Institutional ownership is only 35% which means the big money hasnt even started piling in yet. Once Nebius lands index inclusion and fund mandates kick in the real wave begins. Early retail built the base. Institutions will drive the rerate"  
[X Link](https://x.com/anyuser/status/1988295937253355669)  2025-11-11T17:21Z 16.7K followers, 66.2K engagements


"Everyones talking about $NBIS's $8B ARR guidance and [---] GW expansion. But heres the real story its playing 4D chess. Nebius signs massive contracts with $MSFT and $META gets billions in deposits then uses that money to build the infrastructure for them which it still owns. Once built that same infrastructure can be reused to host Nebius own AI cloud (Aether) and inference platform (Token Factory). Theyre not just selling capacity theyre letting hyperscalers fund their future cloud. Build once. Monetize twice. https://twitter.com/i/web/status/1988296413428486597"  
[X Link](https://x.com/anyuser/status/1988296413428486597)  2025-11-11T17:23Z 16.7K followers, 37.2K engagements


"This is why I am so bullish on $NBIS. Let me put this simply. the AI-Infra market is going through a massive power bottleneck. Everyone from $MSFT to $META needs more electricity to run AI data centers. But in the U.S. and Europe the power grid cant keep up. It can take years to get new data centers connected because utilities are overloaded. Thats why companies like $CRWV are struggling they rely on 3rd-party facilities that depend on those same slow grid connections. Even if they have GPUs ready they cant turn them on without power. $NBIS took a different path. Instead of waiting on the"  
[X Link](https://x.com/anyuser/status/1988594125369659878)  2025-11-12T13:06Z 16.7K followers, 22.5K engagements


"Investors are freaking out over $NBIS volatility but the data tells a different story. Dark pool buys are stacking between $93$98 with whales quietly adding while retail panics. Options flow shows calls outweighing puts (575K vs. 352K) conviction is building not fading. At-the-money $95 calls saw $5.3M+ in buying pressure this week alone. Everyones watching price action. Smart moneys watching accumulation"  
[X Link](https://x.com/anyuser/status/1988647241104441674)  2025-11-12T16:37Z 16.7K followers, 33K engagements


"If $NBIS were to break meaningfully below $92.5 youd have to assume: [--]. The smartest money in the room mispriced a $4.2B deal in September [--]. The largest hyperscaler contracts in the sector suddenly carry more risk [--]. And the market knows something that the investors who wrote billion-dollar checks didnt Possible Sure. Likely Not really. $92.5 is where the real money anchored its valuation. It makes sense that buyers stepped in right around that level and why the tape looks like a bottom forming"  
[X Link](https://x.com/anyuser/status/1988730851408904223)  2025-11-12T22:09Z 16.7K followers, 92.1K engagements


"$NBIS flow is still leaning bearish today: dark pools heavy calls being sold into strength and puts getting picked up on every bounce. That tells me the market hasnt flipped yet not that the thesis is broken. Im tracking the shift closely. When the flow turns youll see it clearly: call premium dominating put selling increasing dark-pool accumulation at rising price levels. Were not there yet. Wait for my signal"  
[X Link](https://x.com/yianisz/status/1989427439815331961)  2025-11-14T20:17Z 16.7K followers, 75.2K engagements

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