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[@FrameworkWisely](/creator/twitter/FrameworkWisely)
"$TEAM I did a quick search on $RDDT to see what people think about $TEAMs AI product Rovo. It's overwhelming positive. $TEAM is so undervalued. @Atlassian @mcannonbrookes"  
[X Link](https://x.com/FrameworkWisely/status/1975573482382741894) [@FrameworkWisely](/creator/x/FrameworkWisely) 2025-10-07T14:46Z 4880 followers, 4302 engagements


"Eyes on $DCTH $OSCR and $ROOT earnings tomorrow"  
[X Link](https://x.com/FrameworkWisely/status/1952813644686737554) [@FrameworkWisely](/creator/x/FrameworkWisely) 2025-08-05T19:27Z 4874 followers, 4068 engagements


"More examples of how great $TEAM is"  
[X Link](https://x.com/FrameworkWisely/status/1976050578053611594) [@FrameworkWisely](/creator/x/FrameworkWisely) 2025-10-08T22:22Z 4873 followers, XXX engagements


"$NBIS ClickHouse gears up for IPO this is great news for $NBIS. ClickHouse just turned up the volume on its growth story. The real-time analytics company has extended its Series C round bringing in new backers like Citi Ventures Insight Partners and Peak XV Partners. More than just extra capital the move signals the companys preparation for a public debut while it aggressively expands into three converging markets worth billions: X Real-time analytics X Observability and X AI agent infrastructure Just ClickHouse alone is probably worth more than half of $NBISs current market cap. BTW"  
[X Link](https://x.com/FrameworkWisely/status/1976108855630192871) [@FrameworkWisely](/creator/x/FrameworkWisely) 2025-10-09T02:14Z 4875 followers, 38.1K engagements


"$TEAM X Company Overview 👉 Mission & vision. Help unleash the potential of every team. The long-term theme is system of work spanning planning build run increasingly AI-assisted. Atlassian 👉 Origin & HQ. Founded in 2002 in Sydney by Mike Cannon-Brookes and Scott Farquhar. Global (legal) structure has evolved but principal offices today are Sydney (global HQ) and San Francisco. 👉 CEO. Mike Cannon-Brookes became sole CEO after co-founder Scott Farquhar stepped down as co-CEO in Aug-2024. Takeaway: Atlassians identity is system of work for technical and business teams now layering AI across"  
[X Link](https://x.com/FrameworkWisely/status/1977633745269047735) [@FrameworkWisely](/creator/x/FrameworkWisely) 2025-10-13T07:13Z 4875 followers, 1889 engagements


"2 Business Model & Revenue 👉Products / services. Jira (Software/Work Management) Confluence Jira Service Management Bitbucket Trello Loom (async video) Rovo (AI search/chat/agents across apps) plus Marketplace apps. investors.atlassian.com+1 Monetization: Cloud & Data Center subscriptions; Marketplace revenue share; support & services; emerging add-ons (AI/Rovo JSM usage components). 👉Revenue composition (FY25). Cloud: $3.45B Data Center: $1.47B Marketplace & services: $0.30B Legacy Server (winding down): $0.26B (declining). (Atlassian and third-party dashboards summarizing FY25 by"  
[X Link](https://x.com/FrameworkWisely/status/1977780769989730414) [@FrameworkWisely](/creator/x/FrameworkWisely) 2025-10-13T16:57Z 4874 followers, XXX engagements


"3 Competitive Landscape 👉Competitors / substitutes. Project/Dev tools: Azure DevOps GitHub Linear Asana Monday ServiceNow (ITSM overlap) Notion (docs) Google/Microsoft suites. AI assistants: Microsoft Copilot Google Gemini and emerging AI browsers (Edge Chrome Brave; newcomers like Perplexitys Comet). Atlassians Dia (via The Browser Company) is its bet here. 👉Differentiation & value prop. Broad suite spanning planbuildoperate with deep Jira gravity enormous Marketplace and now Rovo (AI) to reduce context-switching across tools/content. Market share trend. Data indicate continued expansion"  
[X Link](https://x.com/FrameworkWisely/status/1977813977682882663) [@FrameworkWisely](/creator/x/FrameworkWisely) 2025-10-13T19:09Z 4874 followers, XXX engagements


"I said this back in February 2025 about X months ago when hardly anyone on X was talking about $NBIS ClickHouse. @HyperTechInvest @kimsbinvesting @mvcinvesting"  
[X Link](https://x.com/FrameworkWisely/status/1977858286520095009) [@FrameworkWisely](/creator/x/FrameworkWisely) 2025-10-13T22:05Z 4874 followers, 1843 engagements


"This aged well"  
[X Link](https://x.com/FrameworkWisely/status/1977858650736628039) [@FrameworkWisely](/creator/x/FrameworkWisely) 2025-10-13T22:07Z 4873 followers, 1173 engagements


"Crazy as it sounds $IREN still trades cheaper than $CIFR $BITF $WULF $RIOT and $WYFI. Wild but true"  
[X Link](https://x.com/FrameworkWisely/status/1977963846401716569) [@FrameworkWisely](/creator/x/FrameworkWisely) 2025-10-14T05:05Z 4874 followers, 1954 engagements


"It's a great opportunity to buy $SE again"  
[X Link](https://x.com/FrameworkWisely/status/1978971692861890819) [@FrameworkWisely](/creator/x/FrameworkWisely) 2025-10-16T23:49Z 4875 followers, 1375 engagements


"AI isnt disrupting $TEAM its actually reinforcing its moat by creating a new competitive advantage: Data network effect"  
[X Link](https://x.com/FrameworkWisely/status/1979276015936618591) [@FrameworkWisely](/creator/x/FrameworkWisely) 2025-10-17T19:59Z 4874 followers, 1158 engagements


"@dantecesarr Buying $SE instead of $NBIS today isn't not for value it's for diversification"  
[X Link](https://x.com/FrameworkWisely/status/1979276869993165121) [@FrameworkWisely](/creator/x/FrameworkWisely) 2025-10-17T20:02Z 4873 followers, XXX engagements


"@contrarcap $TEAM Rovo"  
[X Link](https://x.com/FrameworkWisely/status/1980020380556267537) [@FrameworkWisely](/creator/x/FrameworkWisely) 2025-10-19T21:17Z 4874 followers, XXX engagements


"Given how data centers can spike electricity bills and worsen water quality for people live nearby the next wave of data center buildout is on-site power generationBring-your-own-power (BTM) for tighter costs higher uptime and better community acceptance. Which companies are executing on this So far Ive seen $BN and $BAM. Who else"  
[X Link](https://x.com/FrameworkWisely/status/1980106112750752243) [@FrameworkWisely](/creator/x/FrameworkWisely) 2025-10-20T02:57Z 4875 followers, 1151 engagements


"Jensen Huang: We have trillions of dollars of AI infrastructure to build over the next decade. Do the math: $1T XX years = $100B/yearand hes talking multiple trillions"  
[X Link](https://x.com/FrameworkWisely/status/1980135611043291502) [@FrameworkWisely](/creator/x/FrameworkWisely) 2025-10-20T04:54Z 4873 followers, 1036 engagements


"You are not bullish enough $NBIS"  
[X Link](https://x.com/FrameworkWisely/status/1980487595558879569) [@FrameworkWisely](/creator/x/FrameworkWisely) 2025-10-21T04:13Z 4875 followers, 1805 engagements


"@dantecesarr $HIMS $TEAM $NBIS $CIFR"  
[X Link](https://x.com/FrameworkWisely/status/1980709600719458692) [@FrameworkWisely](/creator/x/FrameworkWisely) 2025-10-21T18:55Z 4875 followers, XXX engagements


"@dantecesarr $ROOT is great. It's just that there are better opportunities out there"  
[X Link](https://x.com/FrameworkWisely/status/1980744791231975516) [@FrameworkWisely](/creator/x/FrameworkWisely) 2025-10-21T21:15Z 4875 followers, XX engagements


"Lets examine some of the most recent deals associated with the rapid build-out of AI data centers. X. $WULF: In August 2025 TeraWulf ($WULF) executed a contract with Fluidstack to supply over XXX megawatts (MW) of IT load data center capacity supported by XXX MW of gross power. This 10-year agreement carries an estimated total contracted revenue of $XXX billion. 🙂 $370M per year 250MW ➡ $1.48M per MW X. $CIFR: In September 2025 Cipher Mining has agreed to provide XXX MW of critical IT load backed by up to XXX MW of total capacity. The deal is expected to generate around $X billion in revenue"  
[X Link](https://x.com/FrameworkWisely/status/1974897448641352150) [@FrameworkWisely](/creator/x/FrameworkWisely) 2025-10-05T18:00Z 4874 followers, 4758 engagements


"Expecting $TEAM going up"  
[X Link](https://x.com/FrameworkWisely/status/1976100792135245887) [@FrameworkWisely](/creator/x/FrameworkWisely) 2025-10-09T01:41Z 4874 followers, 1287 engagements


"$NBIS Clickhouse is eating $SNOW and $DDOG 's lunch"  
[X Link](https://x.com/FrameworkWisely/status/1975564104724369767) [@FrameworkWisely](/creator/x/FrameworkWisely) 2025-10-07T14:09Z 4877 followers, 11.1K engagements


"Two more examples of how great $TEAM AI product is. "Dont know how the price compares to other products out there but the functionality is quite good even for the most basic users." "Rovo is amazing when you have huge documented content and culture of documenting everything. That's when you get value out of it.""  
[X Link](https://x.com/FrameworkWisely/status/1976049030779080991) [@FrameworkWisely](/creator/x/FrameworkWisely) 2025-10-08T22:16Z 4880 followers, 3406 engagements


"It's a great time to buy $SE and $RBRK today"  
[X Link](https://x.com/FrameworkWisely/status/1979245628313014423) [@FrameworkWisely](/creator/x/FrameworkWisely) 2025-10-17T17:58Z 4880 followers, 2166 engagements


"In today's AI-driven ecosystem distribution product. $TEAM and $GOOG"  
[X Link](https://x.com/FrameworkWisely/status/1980774474242040079) [@FrameworkWisely](/creator/x/FrameworkWisely) 2025-10-21T23:13Z 4880 followers, 1064 engagements


"Soluna Holdings $SLNH stands out for its AI pivot and on-site-powered data center strategy. "Co-locating data centers behind the meter at renewable power generation enables us to bypass long interconnection queues improve power economics and accelerate time-to-market." Who else fits this thesis"  
[X Link](https://x.com/FrameworkWisely/status/1981614155565019624) [@FrameworkWisely](/creator/x/FrameworkWisely) 2025-10-24T06:50Z 4880 followers, 1031 engagements


"A number of $BTDR facilities operate on on-site generation rather than the grid. Does anyone know what share of $IREN and $CIFR capacity is behind-the-meter I'm trying to find out"  
[X Link](https://x.com/FrameworkWisely/status/1981616676383654260) [@FrameworkWisely](/creator/x/FrameworkWisely) 2025-10-24T07:00Z 4880 followers, XXX engagements