[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] [@babyfolio](/creator/twitter/babyfolio) "In about XX days well unveil at least one innovation that will change this industry forever and many others. - DataOne CEO If DataOne the team building $NBIS NJ data center nails a breakthrough in energy efficiency. What happens next Hint: 📈🟢" [X Link](https://x.com/babyfolio/status/1978172908074590641) [@babyfolio](/creator/x/babyfolio) 2025-10-14T18:55Z 2349 followers, 9206 engagements "You're XX at the start of your journey think about it like this wouldn't you prefer accumulating shares cheap as long as possible before shooting up Because if prices only went up you'd buy less and less. When I was your age I DCAd nonstop and was super happy on dips. Stay strong brother you'll do just fine" [X Link](https://x.com/babyfolio/status/1978897698754269361) [@babyfolio](/creator/x/babyfolio) 2025-10-16T18:55Z 2438 followers, XXX engagements "@accounting_ds Have to" [X Link](https://x.com/babyfolio/status/1978480007359164825) [@babyfolio](/creator/x/babyfolio) 2025-10-15T15:16Z 2376 followers, XXX engagements "$NBIS can't barely even hold a single red day 😭 How are we supposed to catch dips I can't watch the app all day" [X Link](https://x.com/babyfolio/status/1978129230249570446) [@babyfolio](/creator/x/babyfolio) 2025-10-14T16:02Z 2461 followers, 3249 engagements "@meeijer Makes sense they did say it's going to happen. I'm assuming they won't sell ClickHouse till IPO(they better not)" [X Link](https://x.com/babyfolio/status/1975661733143278062) [@babyfolio](/creator/x/babyfolio) 2025-10-07T20:37Z 2461 followers, XXX engagements "Unpopular opinion: $NBIS has the growth potential to surpass $CRWD $SNOW and $PLTR (at current valuation) in market cap within X years. Most wont believe it now - and thats exactly why Im early" [X Link](https://x.com/babyfolio/status/1977629704736919856) [@babyfolio](/creator/x/babyfolio) 2025-10-13T06:57Z 2411 followers, 9937 engagements "@3KComeback I look at - Management team quality - Sector growth - Company revenue growth & guidance and contracts. - Margins increasing / steady Probably more that I forgot but for me all of these are a must" [X Link](https://x.com/babyfolio/status/1978504928868880444) [@babyfolio](/creator/x/babyfolio) 2025-10-15T16:55Z 2407 followers, XXX engagements "$NBIS $IREN and $CIFR are the future" [X Link](https://x.com/babyfolio/status/1979449698500104569) [@babyfolio](/creator/x/babyfolio) 2025-10-18T07:29Z 2532 followers, 24K engagements "At what valuation do you think ClickHouse will IPO In today's hot market my bet is 30b-40b This makes $NBIS stake around 8b-12b for these valuations" [X Link](https://x.com/babyfolio/status/1976138399435100609) [@babyfolio](/creator/x/babyfolio) 2025-10-09T04:11Z 2457 followers, 22.3K engagements "@hypergrowth102 They all got that small uptick in the end of the graph going right back up" [X Link](https://x.com/babyfolio/status/1978899059357131066) [@babyfolio](/creator/x/babyfolio) 2025-10-16T19:01Z 2411 followers, XXX engagements "@edge_of_power It's crazy how these energy stocks are running XX% a day but not surprising" [X Link](https://x.com/babyfolio/status/1978485583002427687) [@babyfolio](/creator/x/babyfolio) 2025-10-15T15:38Z 2375 followers, XXX engagements "$NBIS overnight looking weak New all time high today" [X Link](https://x.com/babyfolio/status/1977592871911068159) [@babyfolio](/creator/x/babyfolio) 2025-10-13T04:30Z 2532 followers, 5700 engagements "ClickHouse is growing massively. $NBIS holds XX% stake in the company. In my opinion this will be 2025-2026 hottest IPO and will be extremely oversubscribed. If it IPOs at 40b-50b $NBIS stake will be worth around 10b$-12.5b$ Think about it" [X Link](https://x.com/babyfolio/status/1978704339037298948) [@babyfolio](/creator/x/babyfolio) 2025-10-16T06:07Z 2533 followers, 9617 engagements "If ClickHouse IPOs today. At what valuation would you consider NOT investing My answer: around 25B$ would be too much for me. $NBIS is XX% of ClickHouse. So I don't mind if it will IPO overvalued but I'd prefer to invest directly when it's fair price and then have it go up" [X Link](https://x.com/babyfolio/status/1978853246664892654) [@babyfolio](/creator/x/babyfolio) 2025-10-16T15:59Z 2458 followers, 2690 engagements "Seen a hundred charts same takeaway - infrastructure is where the moneys flowing. AI Infra: $NBIS $IREN $CRWV $CIFR Energy: $EOSE $FLNC $SEI There are plenty more names I didnt list. Whos on your radar" [X Link](https://x.com/babyfolio/status/1979495196929712608) [@babyfolio](/creator/x/babyfolio) 2025-10-18T10:30Z 2531 followers, 3135 engagements "@JonathanGalarz I think they have an acquisition pending in the space" [X Link](https://x.com/babyfolio/status/1978532365203845162) [@babyfolio](/creator/x/babyfolio) 2025-10-15T18:44Z 2343 followers, XX engagements "@otium33 Not in yet 🤔" [X Link](https://x.com/babyfolio/status/1978884697871503542) [@babyfolio](/creator/x/babyfolio) 2025-10-16T18:04Z 2411 followers, XX engagements "This aged well. Regardless - still buying $NBIS for the same reason. Don't wait for q3 call to chase the stock. Do your research and come to the only conclusion - $NBIS only looks expensive but it's cheap" [X Link](https://x.com/babyfolio/status/1977626438674334092) [@babyfolio](/creator/x/babyfolio) 2025-10-13T06:44Z 2340 followers, 4060 engagements "That day the whole data center crash happened due to the $ORCL losing 100m$ news. Days like this are testing your conviction don't fail them embrace them. If you feel uncertain log into X and use other's conviction as temporary power 😘" [X Link](https://x.com/babyfolio/status/1976325411413033243) [@babyfolio](/creator/x/babyfolio) 2025-10-09T16:34Z 2411 followers, 2985 engagements "@accounting_ds @EK192_ It's okay it's fine to consolidate here 100-120 before earnings" [X Link](https://x.com/babyfolio/status/1979254814883168474) [@babyfolio](/creator/x/babyfolio) 2025-10-17T18:34Z 2463 followers, XXX engagements "Use these red days to load your highest conviction names For ne it's $NBIS 200$ by end of year" [X Link](https://x.com/babyfolio/status/1978072572869681581) [@babyfolio](/creator/x/babyfolio) 2025-10-14T12:17Z 2352 followers, 6807 engagements ""BRo $NBIS IS OVERVALUED ITS UP XXX% YTD"" [X Link](https://x.com/babyfolio/status/1975763423729172694) [@babyfolio](/creator/x/babyfolio) 2025-10-08T03:21Z 2344 followers, 5748 engagements "@95jG5OcU2mL0OCK $NBIS has XX% margins is all I care about. $IREN owns the whole integration so their margins should be higher too" [X Link](https://x.com/babyfolio/status/1979467648778784993) [@babyfolio](/creator/x/babyfolio) 2025-10-18T08:40Z 2533 followers, XXX engagements "@jiahanjimliu That's a good sign for the industry in general. And good for $IREN especially. All in all it debunks there "Neocloud" is a bad business premise" [X Link](https://x.com/babyfolio/status/1978880314421256534) [@babyfolio](/creator/x/babyfolio) 2025-10-16T17:46Z 2450 followers, 1300 engagements "@seafullofsharks Huge 🔥🔥🔥" [X Link](https://x.com/babyfolio/status/1978520276263399727) [@babyfolio](/creator/x/babyfolio) 2025-10-15T17:56Z 2382 followers, XX engagements "@JayBleezy42069 @NicolasMaduro Yeah its easier with huge portfolios I have 12.5k shares So if I want I write XX cc's for example" [X Link](https://x.com/babyfolio/status/1978883297733193792) [@babyfolio](/creator/x/babyfolio) 2025-10-16T17:58Z 2415 followers, XX engagements "Market looking red today. Anyone planning $NBIS shopping today I plan to sell CSPs today hopefully red holds for a little" [X Link](https://x.com/babyfolio/status/1977977497699397904) [@babyfolio](/creator/x/babyfolio) 2025-10-14T05:59Z 2354 followers, 3239 engagements "@baggers4beggers I prefer $NBIS too wise" [X Link](https://x.com/babyfolio/status/1978883455971651836) [@babyfolio](/creator/x/babyfolio) 2025-10-16T17:59Z 2440 followers, XXX engagements "@JordanNich86 This one actually interesting also founder led. I like it will look more into it" [X Link](https://x.com/babyfolio/status/1977397689504383321) [@babyfolio](/creator/x/babyfolio) 2025-10-12T15:35Z 2518 followers, XXX engagements "What was/is your biggest loss in the stock market and what was/is your biggest gain Could be in % or $ I lost 500k$ in $TSLL trying to swing trade it. My biggest gain was and is $TSLA with 3000%+ gain. Will $NBIS takeover" [X Link](https://x.com/babyfolio/status/1972154962278076599) [@babyfolio](/creator/x/babyfolio) 2025-09-28T04:22Z 2349 followers, 3741 engagements "@SauvageSa97563 @HSqueeze41963 Why" [X Link](https://x.com/babyfolio/status/1979455514569232877) [@babyfolio](/creator/x/babyfolio) 2025-10-18T07:52Z 2499 followers, XX engagements "What the hell just happened in $NBIS" [X Link](https://x.com/babyfolio/status/1978870743166267558) [@babyfolio](/creator/x/babyfolio) 2025-10-16T17:08Z 2532 followers, 19.3K engagements "Remember. $NBIS is going up. Trump doesn't chage where the world is going" [X Link](https://x.com/babyfolio/status/1976870988035014910) [@babyfolio](/creator/x/babyfolio) 2025-10-11T04:42Z 2340 followers, 7146 engagements "@accounting_ds @EK192_ Can't wait either I think I never waited for earnings as much as I am now" [X Link](https://x.com/babyfolio/status/1979255559275549017) [@babyfolio](/creator/x/babyfolio) 2025-10-17T18:37Z 2430 followers, XX engagements "So who's buying $NBIS today I'm looking to add on Friday as my CSP'S and CCs expire. Hopefully it dips more" [X Link](https://x.com/babyfolio/status/1975418941733544279) [@babyfolio](/creator/x/babyfolio) 2025-10-07T04:32Z 2411 followers, 2780 engagements "@LootDropCapital This is why I won't go ape mode yet" [X Link](https://x.com/babyfolio/status/1979057089382109448) [@babyfolio](/creator/x/babyfolio) 2025-10-17T05:29Z 2475 followers, XX engagements "$IREN definitely has a big advantage in the power department. In the short term this is a MASSIVE tailwind for them. $NBIS management already knows this and is playing catchup which is fine. Each of the companies has their advantages bet on both 💯🔥" [X Link](https://x.com/babyfolio/status/1978316404370645113) [@babyfolio](/creator/x/babyfolio) 2025-10-15T04:26Z 2439 followers, 17.1K engagements "Me: "Trust me AI infra is the future." Sister: full ported $NBIS Brother: full ported $IREN Now the whole familys either retiring early or eating ramen 😭🤣 Whats your family holding" [X Link](https://x.com/babyfolio/status/1977227475672310238) [@babyfolio](/creator/x/babyfolio) 2025-10-12T04:18Z 2445 followers, 24.9K engagements "Just saying this indicator is not the holy grail and you shouldn't base your trades solely on this. Markets are barely X% off highs this is not real extreme fear. Also I don't think it will matter for AI infra as it's inevitably the future. $NBIS $IREN $CRWV" [X Link](https://x.com/babyfolio/status/1978906272507334770) [@babyfolio](/creator/x/babyfolio) 2025-10-16T19:29Z 2533 followers, 4805 engagements "Well if we're speaking of $NBIS for example I think it's inevitable. The world is moving to AI& AI infra buildouts regardless of a recession or market fears or china trade war. There is execution risk with every company but generally in a drawdown good companies go down as well" [X Link](https://x.com/babyfolio/status/1978900513069703372) [@babyfolio](/creator/x/babyfolio) 2025-10-16T19:07Z 2387 followers, XXX engagements "@EK192_ @accounting_ds More than welcome" [X Link](https://x.com/babyfolio/status/1979254523404390535) [@babyfolio](/creator/x/babyfolio) 2025-10-17T18:33Z 2424 followers, XX engagements "@Kajiastic Using $ibkr I love it" [X Link](https://x.com/babyfolio/status/1977980589677408436) [@babyfolio](/creator/x/babyfolio) 2025-10-14T06:11Z 2455 followers, XXX engagements "@accounting_ds Go to rehab you have an addiction" [X Link](https://x.com/babyfolio/status/1978481130421502295) [@babyfolio](/creator/x/babyfolio) 2025-10-15T15:20Z 2377 followers, XXX engagements "@JayBleezy42069 I think they will IPO at 40B$ that'd make the stake 10B$" [X Link](https://x.com/babyfolio/status/1979238042624786843) [@babyfolio](/creator/x/babyfolio) 2025-10-17T17:28Z 2534 followers, XXX engagements "@CallcentScammer And how will $ORCL satisfy this deal when they don't have enough for OpenAI yet" [X Link](https://x.com/babyfolio/status/1978886552714395704) [@babyfolio](/creator/x/babyfolio) 2025-10-16T18:11Z 2438 followers, XXX engagements "@NeuralCadence Was being conservative tbh to make it even more ridiculous" [X Link](https://x.com/babyfolio/status/1979242775867474101) [@babyfolio](/creator/x/babyfolio) 2025-10-17T17:47Z 2534 followers, 3264 engagements "If you aren't investing in $NBIS $IREN $CRWV $CIFR etc. How do you hedge against the rising electricity bill" [X Link](https://x.com/babyfolio/status/1976511520923394121) [@babyfolio](/creator/x/babyfolio) 2025-10-10T04:54Z 2496 followers, 3904 engagements "@meeijer Nice diagram I hope $NBIS will only dilute and not sell stakes at current valuations (except from TripleTen I'm not sold on them)" [X Link](https://x.com/babyfolio/status/1977395588414013721) [@babyfolio](/creator/x/babyfolio) 2025-10-12T15:27Z 2458 followers, XXX engagements "@accounting_ds Yep" [X Link](https://x.com/babyfolio/status/1979242513761206347) [@babyfolio](/creator/x/babyfolio) 2025-10-17T17:46Z 2533 followers, 1676 engagements "@jiahanjimliu @brianfry01 Sheer power is definitely something I'd wish $NBIS had like $IREN has" [X Link](https://x.com/babyfolio/status/1978315928245809165) [@babyfolio](/creator/x/babyfolio) 2025-10-15T04:24Z 2363 followers, XXX engagements "@hypergrowth102 Cool the working out part - no side effects" [X Link](https://x.com/babyfolio/status/1979062549942354315) [@babyfolio](/creator/x/babyfolio) 2025-10-17T05:50Z 2504 followers, XXX engagements "@SathyeshBhat @daniel_koss @Sandeman52 @mvcinvesting If we go by options flow I say $CRWV because someone loaded massively today" [X Link](https://x.com/babyfolio/status/1978872907938795607) [@babyfolio](/creator/x/babyfolio) 2025-10-16T17:17Z 2461 followers, XXX engagements "@CiySuph30994 I think they're gonna be pivotal. They will clear up a lot of questions and will clear the way to 200$ end of year" [X Link](https://x.com/babyfolio/status/1979560025606525215) [@babyfolio](/creator/x/babyfolio) 2025-10-18T14:47Z 2501 followers, X engagements "@SauvageSa97563 @HSqueeze41963 Undervalued for me is never enough to invest look at $PYPL" [X Link](https://x.com/babyfolio/status/1979476700179128690) [@babyfolio](/creator/x/babyfolio) 2025-10-18T09:16Z 2518 followers, XXX engagements "What stock are you looking to buy more of if this small dip continues For me it's $NBIS" [X Link](https://x.com/babyfolio/status/1979086995549716960) [@babyfolio](/creator/x/babyfolio) 2025-10-17T07:28Z 2533 followers, 9895 engagements "$NBIS at $XXX = $28B market cap. $5B cash XX% of ClickHouse (IPO soon could be worth $58B) Other subs $3B (conservative) That leaves $15B for the core biz doing $34B ARR by end of 2026. Are you still scared of buying" [X Link](https://x.com/babyfolio/status/1979236954693636147) [@babyfolio](/creator/x/babyfolio) 2025-10-17T17:23Z 2532 followers, 56.4K engagements "Energy stocks going vertical having +10% days like its nothing 🤯 $EOSE $FLNC - absolute rockets. Where is the disconnect Why are they rallying so hard New contracts" [X Link](https://x.com/babyfolio/status/1978560729620902024) [@babyfolio](/creator/x/babyfolio) 2025-10-15T20:36Z 2522 followers, 1754 engagements "$NBIS in 2025" [X Link](https://x.com/babyfolio/status/1974637170205061248) [@babyfolio](/creator/x/babyfolio) 2025-10-05T00:46Z 2447 followers, 58.2K engagements "Every $NBIS minor dip Retail:" [X Link](https://x.com/babyfolio/status/1975619114602537231) [@babyfolio](/creator/x/babyfolio) 2025-10-07T17:47Z 2344 followers, 9980 engagements "Everyone is in panic mode on X This could continue depends on what Trump does but no need to panic. Don't leverage you'll be fine know what you own. Data center demand is there regardless of what Trump does or says $NBIS $IREN" [X Link](https://x.com/babyfolio/status/1976921298740854878) [@babyfolio](/creator/x/babyfolio) 2025-10-11T08:02Z 2479 followers, 6502 engagements "Oh okay so retail is selling $NBIS and $IREN hand over fist 🤡 And who will be there to scoop it up Wake up you're getting scammed off your shares" [X Link](https://x.com/babyfolio/status/1979453971069616608) [@babyfolio](/creator/x/babyfolio) 2025-10-18T07:46Z 2532 followers, 5814 engagements "$NBIS $CRWV $IREN This is why we're up" [X Link](https://x.com/babyfolio/status/1978872135323131965) [@babyfolio](/creator/x/babyfolio) 2025-10-16T17:14Z 2532 followers, 11.2K engagements "Do you think it's a good idea to sell $NBIS or whatever other stocks you have at this time Institutions will use this dip to improve their trash YTD performance while retail is panic selling (to later chase) Don't be a clown 🤡 don't leverage and don't panic" [X Link](https://x.com/babyfolio/status/1976933376436453611) [@babyfolio](/creator/x/babyfolio) 2025-10-11T08:50Z 2511 followers, 6724 engagements "@seafullofsharks XX% on the call XXX% by end of next year" [X Link](https://x.com/babyfolio/status/1978179641366999106) [@babyfolio](/creator/x/babyfolio) 2025-10-14T19:22Z 2344 followers, XXX engagements "@not_law12 Let's revisit next year @RemindMe_OfThis Remind me in end of 2026" [X Link](https://x.com/babyfolio/status/1979268163159138681) [@babyfolio](/creator/x/babyfolio) 2025-10-17T19:27Z 2477 followers, XX engagements "@hi_itsbey @NetWorthNotes Don't shy away from hot sectors. Invest in small caps to grow your portfolio it's more risk but much bigger reward. Names like $NBIS $IREN $CIFR Do your own DD of course. Not financial advice" [X Link](https://x.com/babyfolio/status/1978409301443027209) [@babyfolio](/creator/x/babyfolio) 2025-10-15T10:35Z 2373 followers, XXX engagements "Congrats $IREN bulls(including me) for new all time high. Soon it will be $NBIS making all time highs again and again" [X Link](https://x.com/babyfolio/status/1978155836561150213) [@babyfolio](/creator/x/babyfolio) 2025-10-14T17:47Z 2354 followers, 6514 engagements "@A_Oestergaard 😂 😂 😂" [X Link](https://x.com/babyfolio/status/1979096296020488235) [@babyfolio](/creator/x/babyfolio) 2025-10-17T08:05Z 2459 followers, XXX engagements "@NeuralCadence Hopefully I get to buy ClickHouse shares before" [X Link](https://x.com/babyfolio/status/1979252469357007125) [@babyfolio](/creator/x/babyfolio) 2025-10-17T18:25Z 2533 followers, XXX engagements "@BetterDays47 I think earnings call could give a big push" [X Link](https://x.com/babyfolio/status/1978485312977502648) [@babyfolio](/creator/x/babyfolio) 2025-10-15T15:37Z 2456 followers, XXX engagements "Remember Every dip gets bought. Every panic fades. I'm still holding $NBIS through all the noise the storys just starting. Outside macro its all positive catalysts ahead. 💪🚀" [X Link](https://x.com/babyfolio/status/1977606477146988946) [@babyfolio](/creator/x/babyfolio) 2025-10-13T05:25Z 2340 followers, 4201 engagements "What are other stocks you hold with huge conviction that aren't $NBIS" [X Link](https://x.com/babyfolio/status/1971359132969275432) [@babyfolio](/creator/x/babyfolio) 2025-09-25T23:40Z 2362 followers, 15K engagements "@mvcinvesting I'm sure it's big he said it would change the industry - it has to be something game changing" [X Link](https://x.com/babyfolio/status/1978174390798827563) [@babyfolio](/creator/x/babyfolio) 2025-10-14T19:01Z 2348 followers, 1413 engagements "@eusentogato Maybe at that point I'll buy all outstanding shares" [X Link](https://x.com/babyfolio/status/1978897197858009544) [@babyfolio](/creator/x/babyfolio) 2025-10-16T18:53Z 2422 followers, XXX engagements "@Aktiehedonist Nothing specific I'm not in them it's just a name I see a lot my plays are $NBIS for the most part and a little $IREN" [X Link](https://x.com/babyfolio/status/1979508807614017671) [@babyfolio](/creator/x/babyfolio) 2025-10-18T11:24Z 2532 followers, XXX engagements "@dgorski Why do you think the margins are going to be this low" [X Link](https://x.com/babyfolio/status/1979259686080647340) [@babyfolio](/creator/x/babyfolio) 2025-10-17T18:54Z 2534 followers, 1522 engagements "@fallenangels8n ClickHouse CEO hinted it will be near" [X Link](https://x.com/babyfolio/status/1978854389784658081) [@babyfolio](/creator/x/babyfolio) 2025-10-16T16:03Z 2438 followers, XX engagements "Just a little over X weeks and we already blew past 2000 🚀 Didnt expect this much love and energy from the fam. Were building conviction together. Today its $NBIS $IREN and other data centers. Tomorrow its the next big thing. Appreciate every one of you 🙌😘" [X Link](https://x.com/babyfolio/status/1978386660678107291) [@babyfolio](/creator/x/babyfolio) 2025-10-15T09:05Z 2376 followers, 5789 engagements "@OneTrumpToRule Out of $NEBX" [X Link](https://x.com/babyfolio/status/1977401193119846457) [@babyfolio](/creator/x/babyfolio) 2025-10-12T15:49Z 2454 followers, XX engagements "Waiter: "What would you like to order sir" Me: $NBIS" [X Link](https://x.com/babyfolio/status/1978823949816324156) [@babyfolio](/creator/x/babyfolio) 2025-10-16T14:02Z 2533 followers, 5680 engagements "$NBIS CRO Mark Boroditsky is brilliantly telling you what differentiates $NBIS from the competition. They are playing a different game others are trying to become the go to GPU rentals $NBIS want to become the AWS of AI" [X Link](https://x.com/babyfolio/status/1976615053299495276) [@babyfolio](/creator/x/babyfolio) 2025-10-10T11:45Z 2458 followers, 7832 engagements "@genZinvest0r What micro cap are you looking at" [X Link](https://x.com/babyfolio/status/1977719894062899336) [@babyfolio](/creator/x/babyfolio) 2025-10-13T12:55Z 2480 followers, XXX engagements "For those who still don't understand the long term vision of $NBIS this is a good read" [X Link](https://x.com/babyfolio/status/1977035936291836047) [@babyfolio](/creator/x/babyfolio) 2025-10-11T15:37Z 2344 followers, 5534 engagements "Im mostly in $NBIS. If you had to pick one energy company thats also an AI play and still reasonably valued with high potential returns. Which one comes to mind (if possible explain why 🙏)" [X Link](https://x.com/babyfolio/status/1977370697342029856) [@babyfolio](/creator/x/babyfolio) 2025-10-12T13:48Z 2440 followers, 6009 engagements "@chickvestor 🤣" [X Link](https://x.com/babyfolio/status/1979255165090685377) [@babyfolio](/creator/x/babyfolio) 2025-10-17T18:36Z 2533 followers, XXX engagements "I'm new to investing should I sell here Are you selling $NBIS $IREN $CRWV here 🤡" [X Link](https://x.com/babyfolio/status/1978870081921655224) [@babyfolio](/creator/x/babyfolio) 2025-10-16T17:06Z 2532 followers, 28.9K engagements "@NeuralCadence Absolutely it just makes it more absurd" [X Link](https://x.com/babyfolio/status/1979248447090786377) [@babyfolio](/creator/x/babyfolio) 2025-10-17T18:09Z 2534 followers, XXX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@babyfolio
"In about XX days well unveil at least one innovation that will change this industry forever and many others. - DataOne CEO If DataOne the team building $NBIS NJ data center nails a breakthrough in energy efficiency. What happens next Hint: 📈🟢"
X Link @babyfolio 2025-10-14T18:55Z 2349 followers, 9206 engagements
"You're XX at the start of your journey think about it like this wouldn't you prefer accumulating shares cheap as long as possible before shooting up Because if prices only went up you'd buy less and less. When I was your age I DCAd nonstop and was super happy on dips. Stay strong brother you'll do just fine"
X Link @babyfolio 2025-10-16T18:55Z 2438 followers, XXX engagements
"@accounting_ds Have to"
X Link @babyfolio 2025-10-15T15:16Z 2376 followers, XXX engagements
"$NBIS can't barely even hold a single red day 😭 How are we supposed to catch dips I can't watch the app all day"
X Link @babyfolio 2025-10-14T16:02Z 2461 followers, 3249 engagements
"@meeijer Makes sense they did say it's going to happen. I'm assuming they won't sell ClickHouse till IPO(they better not)"
X Link @babyfolio 2025-10-07T20:37Z 2461 followers, XXX engagements
"Unpopular opinion: $NBIS has the growth potential to surpass $CRWD $SNOW and $PLTR (at current valuation) in market cap within X years. Most wont believe it now - and thats exactly why Im early"
X Link @babyfolio 2025-10-13T06:57Z 2411 followers, 9937 engagements
"@3KComeback I look at - Management team quality - Sector growth - Company revenue growth & guidance and contracts. - Margins increasing / steady Probably more that I forgot but for me all of these are a must"
X Link @babyfolio 2025-10-15T16:55Z 2407 followers, XXX engagements
"$NBIS $IREN and $CIFR are the future"
X Link @babyfolio 2025-10-18T07:29Z 2532 followers, 24K engagements
"At what valuation do you think ClickHouse will IPO In today's hot market my bet is 30b-40b This makes $NBIS stake around 8b-12b for these valuations"
X Link @babyfolio 2025-10-09T04:11Z 2457 followers, 22.3K engagements
"@hypergrowth102 They all got that small uptick in the end of the graph going right back up"
X Link @babyfolio 2025-10-16T19:01Z 2411 followers, XXX engagements
"@edge_of_power It's crazy how these energy stocks are running XX% a day but not surprising"
X Link @babyfolio 2025-10-15T15:38Z 2375 followers, XXX engagements
"$NBIS overnight looking weak New all time high today"
X Link @babyfolio 2025-10-13T04:30Z 2532 followers, 5700 engagements
"ClickHouse is growing massively. $NBIS holds XX% stake in the company. In my opinion this will be 2025-2026 hottest IPO and will be extremely oversubscribed. If it IPOs at 40b-50b $NBIS stake will be worth around 10b$-12.5b$ Think about it"
X Link @babyfolio 2025-10-16T06:07Z 2533 followers, 9617 engagements
"If ClickHouse IPOs today. At what valuation would you consider NOT investing My answer: around 25B$ would be too much for me. $NBIS is XX% of ClickHouse. So I don't mind if it will IPO overvalued but I'd prefer to invest directly when it's fair price and then have it go up"
X Link @babyfolio 2025-10-16T15:59Z 2458 followers, 2690 engagements
"Seen a hundred charts same takeaway - infrastructure is where the moneys flowing. AI Infra: $NBIS $IREN $CRWV $CIFR Energy: $EOSE $FLNC $SEI There are plenty more names I didnt list. Whos on your radar"
X Link @babyfolio 2025-10-18T10:30Z 2531 followers, 3135 engagements
"@JonathanGalarz I think they have an acquisition pending in the space"
X Link @babyfolio 2025-10-15T18:44Z 2343 followers, XX engagements
"@otium33 Not in yet 🤔"
X Link @babyfolio 2025-10-16T18:04Z 2411 followers, XX engagements
"This aged well. Regardless - still buying $NBIS for the same reason. Don't wait for q3 call to chase the stock. Do your research and come to the only conclusion - $NBIS only looks expensive but it's cheap"
X Link @babyfolio 2025-10-13T06:44Z 2340 followers, 4060 engagements
"That day the whole data center crash happened due to the $ORCL losing 100m$ news. Days like this are testing your conviction don't fail them embrace them. If you feel uncertain log into X and use other's conviction as temporary power 😘"
X Link @babyfolio 2025-10-09T16:34Z 2411 followers, 2985 engagements
"@accounting_ds @EK192_ It's okay it's fine to consolidate here 100-120 before earnings"
X Link @babyfolio 2025-10-17T18:34Z 2463 followers, XXX engagements
"Use these red days to load your highest conviction names For ne it's $NBIS 200$ by end of year"
X Link @babyfolio 2025-10-14T12:17Z 2352 followers, 6807 engagements
""BRo $NBIS IS OVERVALUED ITS UP XXX% YTD""
X Link @babyfolio 2025-10-08T03:21Z 2344 followers, 5748 engagements
"@95jG5OcU2mL0OCK $NBIS has XX% margins is all I care about. $IREN owns the whole integration so their margins should be higher too"
X Link @babyfolio 2025-10-18T08:40Z 2533 followers, XXX engagements
"@jiahanjimliu That's a good sign for the industry in general. And good for $IREN especially. All in all it debunks there "Neocloud" is a bad business premise"
X Link @babyfolio 2025-10-16T17:46Z 2450 followers, 1300 engagements
"@seafullofsharks Huge 🔥🔥🔥"
X Link @babyfolio 2025-10-15T17:56Z 2382 followers, XX engagements
"@JayBleezy42069 @NicolasMaduro Yeah its easier with huge portfolios I have 12.5k shares So if I want I write XX cc's for example"
X Link @babyfolio 2025-10-16T17:58Z 2415 followers, XX engagements
"Market looking red today. Anyone planning $NBIS shopping today I plan to sell CSPs today hopefully red holds for a little"
X Link @babyfolio 2025-10-14T05:59Z 2354 followers, 3239 engagements
"@baggers4beggers I prefer $NBIS too wise"
X Link @babyfolio 2025-10-16T17:59Z 2440 followers, XXX engagements
"@JordanNich86 This one actually interesting also founder led. I like it will look more into it"
X Link @babyfolio 2025-10-12T15:35Z 2518 followers, XXX engagements
"What was/is your biggest loss in the stock market and what was/is your biggest gain Could be in % or $ I lost 500k$ in $TSLL trying to swing trade it. My biggest gain was and is $TSLA with 3000%+ gain. Will $NBIS takeover"
X Link @babyfolio 2025-09-28T04:22Z 2349 followers, 3741 engagements
"@SauvageSa97563 @HSqueeze41963 Why"
X Link @babyfolio 2025-10-18T07:52Z 2499 followers, XX engagements
"What the hell just happened in $NBIS"
X Link @babyfolio 2025-10-16T17:08Z 2532 followers, 19.3K engagements
"Remember. $NBIS is going up. Trump doesn't chage where the world is going"
X Link @babyfolio 2025-10-11T04:42Z 2340 followers, 7146 engagements
"@accounting_ds @EK192_ Can't wait either I think I never waited for earnings as much as I am now"
X Link @babyfolio 2025-10-17T18:37Z 2430 followers, XX engagements
"So who's buying $NBIS today I'm looking to add on Friday as my CSP'S and CCs expire. Hopefully it dips more"
X Link @babyfolio 2025-10-07T04:32Z 2411 followers, 2780 engagements
"@LootDropCapital This is why I won't go ape mode yet"
X Link @babyfolio 2025-10-17T05:29Z 2475 followers, XX engagements
"$IREN definitely has a big advantage in the power department. In the short term this is a MASSIVE tailwind for them. $NBIS management already knows this and is playing catchup which is fine. Each of the companies has their advantages bet on both 💯🔥"
X Link @babyfolio 2025-10-15T04:26Z 2439 followers, 17.1K engagements
"Me: "Trust me AI infra is the future." Sister: full ported $NBIS Brother: full ported $IREN Now the whole familys either retiring early or eating ramen 😭🤣 Whats your family holding"
X Link @babyfolio 2025-10-12T04:18Z 2445 followers, 24.9K engagements
"Just saying this indicator is not the holy grail and you shouldn't base your trades solely on this. Markets are barely X% off highs this is not real extreme fear. Also I don't think it will matter for AI infra as it's inevitably the future. $NBIS $IREN $CRWV"
X Link @babyfolio 2025-10-16T19:29Z 2533 followers, 4805 engagements
"Well if we're speaking of $NBIS for example I think it's inevitable. The world is moving to AI& AI infra buildouts regardless of a recession or market fears or china trade war. There is execution risk with every company but generally in a drawdown good companies go down as well"
X Link @babyfolio 2025-10-16T19:07Z 2387 followers, XXX engagements
"@EK192_ @accounting_ds More than welcome"
X Link @babyfolio 2025-10-17T18:33Z 2424 followers, XX engagements
"@Kajiastic Using $ibkr I love it"
X Link @babyfolio 2025-10-14T06:11Z 2455 followers, XXX engagements
"@accounting_ds Go to rehab you have an addiction"
X Link @babyfolio 2025-10-15T15:20Z 2377 followers, XXX engagements
"@JayBleezy42069 I think they will IPO at 40B$ that'd make the stake 10B$"
X Link @babyfolio 2025-10-17T17:28Z 2534 followers, XXX engagements
"@CallcentScammer And how will $ORCL satisfy this deal when they don't have enough for OpenAI yet"
X Link @babyfolio 2025-10-16T18:11Z 2438 followers, XXX engagements
"@NeuralCadence Was being conservative tbh to make it even more ridiculous"
X Link @babyfolio 2025-10-17T17:47Z 2534 followers, 3264 engagements
"If you aren't investing in $NBIS $IREN $CRWV $CIFR etc. How do you hedge against the rising electricity bill"
X Link @babyfolio 2025-10-10T04:54Z 2496 followers, 3904 engagements
"@meeijer Nice diagram I hope $NBIS will only dilute and not sell stakes at current valuations (except from TripleTen I'm not sold on them)"
X Link @babyfolio 2025-10-12T15:27Z 2458 followers, XXX engagements
"@accounting_ds Yep"
X Link @babyfolio 2025-10-17T17:46Z 2533 followers, 1676 engagements
"@jiahanjimliu @brianfry01 Sheer power is definitely something I'd wish $NBIS had like $IREN has"
X Link @babyfolio 2025-10-15T04:24Z 2363 followers, XXX engagements
"@hypergrowth102 Cool the working out part - no side effects"
X Link @babyfolio 2025-10-17T05:50Z 2504 followers, XXX engagements
"@SathyeshBhat @daniel_koss @Sandeman52 @mvcinvesting If we go by options flow I say $CRWV because someone loaded massively today"
X Link @babyfolio 2025-10-16T17:17Z 2461 followers, XXX engagements
"@CiySuph30994 I think they're gonna be pivotal. They will clear up a lot of questions and will clear the way to 200$ end of year"
X Link @babyfolio 2025-10-18T14:47Z 2501 followers, X engagements
"@SauvageSa97563 @HSqueeze41963 Undervalued for me is never enough to invest look at $PYPL"
X Link @babyfolio 2025-10-18T09:16Z 2518 followers, XXX engagements
"What stock are you looking to buy more of if this small dip continues For me it's $NBIS"
X Link @babyfolio 2025-10-17T07:28Z 2533 followers, 9895 engagements
"$NBIS at $XXX = $28B market cap. $5B cash XX% of ClickHouse (IPO soon could be worth $58B) Other subs $3B (conservative) That leaves $15B for the core biz doing $34B ARR by end of 2026. Are you still scared of buying"
X Link @babyfolio 2025-10-17T17:23Z 2532 followers, 56.4K engagements
"Energy stocks going vertical having +10% days like its nothing 🤯 $EOSE $FLNC - absolute rockets. Where is the disconnect Why are they rallying so hard New contracts"
X Link @babyfolio 2025-10-15T20:36Z 2522 followers, 1754 engagements
"$NBIS in 2025"
X Link @babyfolio 2025-10-05T00:46Z 2447 followers, 58.2K engagements
"Every $NBIS minor dip Retail:"
X Link @babyfolio 2025-10-07T17:47Z 2344 followers, 9980 engagements
"Everyone is in panic mode on X This could continue depends on what Trump does but no need to panic. Don't leverage you'll be fine know what you own. Data center demand is there regardless of what Trump does or says $NBIS $IREN"
X Link @babyfolio 2025-10-11T08:02Z 2479 followers, 6502 engagements
"Oh okay so retail is selling $NBIS and $IREN hand over fist 🤡 And who will be there to scoop it up Wake up you're getting scammed off your shares"
X Link @babyfolio 2025-10-18T07:46Z 2532 followers, 5814 engagements
"$NBIS $CRWV $IREN This is why we're up"
X Link @babyfolio 2025-10-16T17:14Z 2532 followers, 11.2K engagements
"Do you think it's a good idea to sell $NBIS or whatever other stocks you have at this time Institutions will use this dip to improve their trash YTD performance while retail is panic selling (to later chase) Don't be a clown 🤡 don't leverage and don't panic"
X Link @babyfolio 2025-10-11T08:50Z 2511 followers, 6724 engagements
"@seafullofsharks XX% on the call XXX% by end of next year"
X Link @babyfolio 2025-10-14T19:22Z 2344 followers, XXX engagements
"@not_law12 Let's revisit next year @RemindMe_OfThis Remind me in end of 2026"
X Link @babyfolio 2025-10-17T19:27Z 2477 followers, XX engagements
"@hi_itsbey @NetWorthNotes Don't shy away from hot sectors. Invest in small caps to grow your portfolio it's more risk but much bigger reward. Names like $NBIS $IREN $CIFR Do your own DD of course. Not financial advice"
X Link @babyfolio 2025-10-15T10:35Z 2373 followers, XXX engagements
"Congrats $IREN bulls(including me) for new all time high. Soon it will be $NBIS making all time highs again and again"
X Link @babyfolio 2025-10-14T17:47Z 2354 followers, 6514 engagements
"@A_Oestergaard 😂 😂 😂"
X Link @babyfolio 2025-10-17T08:05Z 2459 followers, XXX engagements
"@NeuralCadence Hopefully I get to buy ClickHouse shares before"
X Link @babyfolio 2025-10-17T18:25Z 2533 followers, XXX engagements
"@BetterDays47 I think earnings call could give a big push"
X Link @babyfolio 2025-10-15T15:37Z 2456 followers, XXX engagements
"Remember Every dip gets bought. Every panic fades. I'm still holding $NBIS through all the noise the storys just starting. Outside macro its all positive catalysts ahead. 💪🚀"
X Link @babyfolio 2025-10-13T05:25Z 2340 followers, 4201 engagements
"What are other stocks you hold with huge conviction that aren't $NBIS"
X Link @babyfolio 2025-09-25T23:40Z 2362 followers, 15K engagements
"@mvcinvesting I'm sure it's big he said it would change the industry - it has to be something game changing"
X Link @babyfolio 2025-10-14T19:01Z 2348 followers, 1413 engagements
"@eusentogato Maybe at that point I'll buy all outstanding shares"
X Link @babyfolio 2025-10-16T18:53Z 2422 followers, XXX engagements
"@Aktiehedonist Nothing specific I'm not in them it's just a name I see a lot my plays are $NBIS for the most part and a little $IREN"
X Link @babyfolio 2025-10-18T11:24Z 2532 followers, XXX engagements
"@dgorski Why do you think the margins are going to be this low"
X Link @babyfolio 2025-10-17T18:54Z 2534 followers, 1522 engagements
"@fallenangels8n ClickHouse CEO hinted it will be near"
X Link @babyfolio 2025-10-16T16:03Z 2438 followers, XX engagements
"Just a little over X weeks and we already blew past 2000 🚀 Didnt expect this much love and energy from the fam. Were building conviction together. Today its $NBIS $IREN and other data centers. Tomorrow its the next big thing. Appreciate every one of you 🙌😘"
X Link @babyfolio 2025-10-15T09:05Z 2376 followers, 5789 engagements
"@OneTrumpToRule Out of $NEBX"
X Link @babyfolio 2025-10-12T15:49Z 2454 followers, XX engagements
"Waiter: "What would you like to order sir" Me: $NBIS"
X Link @babyfolio 2025-10-16T14:02Z 2533 followers, 5680 engagements
"$NBIS CRO Mark Boroditsky is brilliantly telling you what differentiates $NBIS from the competition. They are playing a different game others are trying to become the go to GPU rentals $NBIS want to become the AWS of AI"
X Link @babyfolio 2025-10-10T11:45Z 2458 followers, 7832 engagements
"@genZinvest0r What micro cap are you looking at"
X Link @babyfolio 2025-10-13T12:55Z 2480 followers, XXX engagements
"For those who still don't understand the long term vision of $NBIS this is a good read"
X Link @babyfolio 2025-10-11T15:37Z 2344 followers, 5534 engagements
"Im mostly in $NBIS. If you had to pick one energy company thats also an AI play and still reasonably valued with high potential returns. Which one comes to mind (if possible explain why 🙏)"
X Link @babyfolio 2025-10-12T13:48Z 2440 followers, 6009 engagements
"@chickvestor 🤣"
X Link @babyfolio 2025-10-17T18:36Z 2533 followers, XXX engagements
"I'm new to investing should I sell here Are you selling $NBIS $IREN $CRWV here 🤡"
X Link @babyfolio 2025-10-16T17:06Z 2532 followers, 28.9K engagements
"@NeuralCadence Absolutely it just makes it more absurd"
X Link @babyfolio 2025-10-17T18:09Z 2534 followers, XXX engagements
/creator/twitter::1356518215288041473/posts