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[@seafullofsharks](/creator/twitter/seafullofsharks)
"$NBIS Top institutional investors: Orbis Allan Gray Ltd Fred Alger Management LLC Accel Leaders X Associates L.P Slate Path Capital LP I would not be shocked if Renaissance Medallion Fund jumps in on this. This is a Quants dream. Also would not be shocked if Tiger Global Management does. The 13Fs will be very telling. *Full Disclosure my funds owns shares. This is not Financial Advice"  
[X Link](https://x.com/seafullofsharks/status/1973038756039954524) [@seafullofsharks](/creator/x/seafullofsharks) 2025-09-30T14:54Z XXX followers, 3318 engagements


"$NBIS This morning is the perfect opportunity. All noise. Thats a sign of a good man if he can talk shit when its even score or talk shit when you behind score. When youre ahead its easy to talk"  
[X Link](https://x.com/seafullofsharks/status/1978099471104807337) [@seafullofsharks](/creator/x/seafullofsharks) 2025-10-14T14:03Z XXX followers, 1176 engagements


"@NeuralCadence Where did you see that. Can you share it please For 2025"  
[X Link](https://x.com/seafullofsharks/status/1978220463374373153) [@seafullofsharks](/creator/x/seafullofsharks) 2025-10-14T22:04Z XXX followers, XXX engagements


"@accounting_ds Inverse Cramer will not fail.😂"  
[X Link](https://x.com/seafullofsharks/status/1979603197313573137) [@seafullofsharks](/creator/x/seafullofsharks) 2025-10-18T17:39Z XXX followers, XXX engagements


"@accounting_ds Failed fund manager for a reason"  
[X Link](https://x.com/seafullofsharks/status/1979604195444740389) [@seafullofsharks](/creator/x/seafullofsharks) 2025-10-18T17:43Z XXX followers, XX engagements


"@AngelaSkuly6 The gamma shoots up with delta"  
[X Link](https://x.com/seafullofsharks/status/1979609910238191657) [@seafullofsharks](/creator/x/seafullofsharks) 2025-10-18T18:05Z XXX followers, XX engagements


"As my friend @MktMavPro has been saying Nobody loves the stock market more than Donald Trump $NBIS $IREN $CIFR"  
[X Link](https://x.com/seafullofsharks/status/1979630304303423869) [@seafullofsharks](/creator/x/seafullofsharks) 2025-10-18T19:26Z XXX followers, 1089 engagements


"@FrankMakrides Yes markets pricing in 25bpsif that is all you base it off"  
[X Link](https://x.com/seafullofsharks/status/1979677961713598681) [@seafullofsharks](/creator/x/seafullofsharks) 2025-10-18T22:36Z XXX followers, XXX engagements


"@bonnmarqqx Shaq size. I like it"  
[X Link](https://x.com/seafullofsharks/status/1979680708919722080) [@seafullofsharks](/creator/x/seafullofsharks) 2025-10-18T22:47Z XXX followers, XXX engagements


"@RJCcapital Frog or Sydney Sweeney🤔"  
[X Link](https://x.com/seafullofsharks/status/1979731686050218466) [@seafullofsharks](/creator/x/seafullofsharks) 2025-10-19T02:09Z XXX followers, XX engagements


"@StockStormX Definitely. 1999 blowoff seems likely. Cutting into an Ai boom. Saw a stat that all gdp growth was AI except .1%. If thats true rest is toast"  
[X Link](https://x.com/seafullofsharks/status/1979751572180803616) [@seafullofsharks](/creator/x/seafullofsharks) 2025-10-19T03:28Z XXX followers, XXX engagements


"Let that sink in if its true. I cannot wait until earnings. $NBIS $IREN $CIFR"  
[X Link](https://x.com/seafullofsharks/status/1979760048076361955) [@seafullofsharks](/creator/x/seafullofsharks) 2025-10-19T04:02Z XXX followers, 1341 engagements


"@Educamos2024 Cant give a PT publicly. Im a fund manager. All I can say is Im bullish.💪"  
[X Link](https://x.com/seafullofsharks/status/1980333447320334539) [@seafullofsharks](/creator/x/seafullofsharks) 2025-10-20T18:01Z XXX followers, XX engagements


"$NBIS Ownership of Clickhouse could be such a big win down the line. They are on the cap table and likely have anti dilution rights. *Only my opinion. My fund owns shares. Not financial advice"  
[X Link](https://x.com/seafullofsharks/status/1975704569272275096) [@seafullofsharks](/creator/x/seafullofsharks) 2025-10-07T23:27Z XXX followers, 2385 engagements


"$NBIS Clickhouse gearing up for IPO Nebius owns 28%. Nebius portfolio is first class. Like NVIDIA they are fantastic investors"  
[X Link](https://x.com/seafullofsharks/status/1976231935455154533) [@seafullofsharks](/creator/x/seafullofsharks) 2025-10-09T10:23Z XXX followers, 3305 engagements


"$NBIS Posts full of blownup accounts from leverage are rampant. All on a X% down day. But the real risk might not be the drop itself it's the crowded inverse VIX trade. We've seen this before. 2018 Volmageddon didn't happen because stocks crashed. It was the single largest daily VIX spike on record. The markets only dropped 4%. It happened because inverse volatility bets blew up. The VIX rose XXX% in one day. On just a X% down day. There were too many short Vol through ETPs which are back and full of life. CTA positioning is maxed out to the long side. Any selling will be amplified through"  
[X Link](https://x.com/seafullofsharks/status/1977089621482725489) [@seafullofsharks](/creator/x/seafullofsharks) 2025-10-11T19:11Z XXX followers, 7568 engagements


"$NBIS Microsoft has admitted its hitting the limits of AI compute. Remember this going into next week. No trade squabble will change this. It will create what I hope will be an opportunity to pick up on the cheap. It is paramount that hedges are kept when leverage is used. VIX calls are a friend as CTAs are forced to automated selling. Maxed out long means they must sell into any pressure. These moves are not fundamental. Thats where the alpha is. Know this. *Full Disclosure my fund owns shares. Not financial advice. Only opinions"  
[X Link](https://x.com/seafullofsharks/status/1977198021596107132) [@seafullofsharks](/creator/x/seafullofsharks) 2025-10-12T02:21Z XXX followers, 10.2K engagements


"$NBIS So much for a pullback. We continue. Least path of resistance is up. Trumpet could have given us one day for a bargain hunt. 🤷♂"  
[X Link](https://x.com/seafullofsharks/status/1977438112352514147) [@seafullofsharks](/creator/x/seafullofsharks) 2025-10-12T18:15Z XXX followers, 4244 engagements


"$MP Would fit the mould. Also XX% US ownership. JP Morgan pledges $10B to companies Essential to National Security $UUUU $USAR"  
[X Link](https://x.com/seafullofsharks/status/1977878388623757560) [@seafullofsharks](/creator/x/seafullofsharks) 2025-10-13T23:25Z XXX followers, XXX engagements


"$NBIS AI CapEx spending. Oh my. When management provides updates on the ER how much do you think we will pop"  
[X Link](https://x.com/seafullofsharks/status/1978179063303794889) [@seafullofsharks](/creator/x/seafullofsharks) 2025-10-14T19:20Z XXX followers, 4684 engagements


"$NBIS ClickHouse is scaling at one of the fastest rates in modern data infrastructure: Revenue growing XXX% year over year sustaining triple digit expansion at enterprise scale. Now serving over 1000 enterprise customers including Netflix Uber EBAy Spotify and leading AI platforms. Delivers order of magnitude faster performance (up to 10x) than legacy analytical databases. Open source adoption is exploding making it the de facto standard for real time analytics. It underpins core infrastructure for AI inference observability and real time decisioning. Last round valued the company at $2.1B"  
[X Link](https://x.com/seafullofsharks/status/1978205974167949439) [@seafullofsharks](/creator/x/seafullofsharks) 2025-10-14T21:07Z XXX followers, 4817 engagements


"@mvcinvesting Clickhouse IPO seems like it should be close"  
[X Link](https://x.com/seafullofsharks/status/1978524295107072078) [@seafullofsharks](/creator/x/seafullofsharks) 2025-10-15T18:12Z XXX followers, 2131 engagements


"$NBIS without data centers GDP growth only .1%.😏"  
[X Link](https://x.com/seafullofsharks/status/1979205318056853893) [@seafullofsharks](/creator/x/seafullofsharks) 2025-10-17T15:18Z XXX followers, 3446 engagements


"The pullback in AI Infrastructure this week is very normal. Nothing goes up in a straight line. With $NBIS earnings coming up $XXX will be laughable in my opinion. No chart doodler or fear monger will change this fundamental shift that will be on full display during earnings season. $IREN $CIFR"  
[X Link](https://x.com/seafullofsharks/status/1979592003416739991) [@seafullofsharks](/creator/x/seafullofsharks) 2025-10-18T16:54Z XXX followers, 9034 engagements


"If we see a 50bps rate cut at the next FOMC where will the following stocks be trading $NBIS $IREN $CIFR"  
[X Link](https://x.com/seafullofsharks/status/1979607163975713115) [@seafullofsharks](/creator/x/seafullofsharks) 2025-10-18T17:55Z XXX followers, 6088 engagements


"Robotics is set to be the next AI boom FMI projects greater than XX% CAGR to 2035 and Goldman calls it a $10T+ productivity unlock. But robots dont work without massive GPU compute and AI infrastructure. If Robotics builds the body AI compute is the spine. $NBIS $IREN $CIFR"  
[X Link](https://x.com/seafullofsharks/status/1979674854027600366) [@seafullofsharks](/creator/x/seafullofsharks) 2025-10-18T22:24Z XXX followers, 9148 engagements


"@unusual_whales That is very stupid. This argument ignores history. AWS massively overbuilt capacity in the 2010 and everyone said it wouldnt pay off. It did"  
[X Link](https://x.com/seafullofsharks/status/1979727293292712308) [@seafullofsharks](/creator/x/seafullofsharks) 2025-10-19T01:52Z XXX followers, 27.1K engagements


"@brent_e_trader @unusual_whales Why not"  
[X Link](https://x.com/seafullofsharks/status/1979734567989956675) [@seafullofsharks](/creator/x/seafullofsharks) 2025-10-19T02:21Z XXX followers, 1195 engagements


"Running down DC stocks this morning is either institutional tactics to enter or pure stupidity. $NBIS $IREN $CIFR"  
[X Link](https://x.com/seafullofsharks/status/1980277547762917564) [@seafullofsharks](/creator/x/seafullofsharks) 2025-10-20T14:18Z XXX followers, 5480 engagements


"$NBIS Earnings date 10/29"  
[X Link](https://x.com/seafullofsharks/status/1980306456768606400) [@seafullofsharks](/creator/x/seafullofsharks) 2025-10-20T16:13Z XXX followers, 30.2K engagements


"After a large loss you feel like an idiot. You dont feel like putting anything else on. Then an elephant walks by and your guns not loaded Michael Platt $NBIS $IREN $CIFR"  
[X Link](https://x.com/seafullofsharks/status/1980312250033574162) [@seafullofsharks](/creator/x/seafullofsharks) 2025-10-20T16:36Z XXX followers, 1051 engagements


"Love all these new AI infrastructure 🐻s emerging. As always fears of execution risk is at the forefront of their thesis. Never bet against great management innovation demand QE and non restrictive monetary policy. In other words you cannot stop a tsunami. $NBIS $IREN $CIFR"  
[X Link](https://x.com/seafullofsharks/status/1980372609989509124) [@seafullofsharks](/creator/x/seafullofsharks) 2025-10-20T20:36Z XXX followers, 1165 engagements


"$CIFR Earnings date 11/3 $NBIS $IREN"  
[X Link](https://x.com/seafullofsharks/status/1980404089814147396) [@seafullofsharks](/creator/x/seafullofsharks) 2025-10-20T22:41Z XXX followers, 1260 engagements


"This is when institutions are stepping in. Chill. This is much more ideal action running into earnings than running in hot. $NBIS $IREN $CIFR"  
[X Link](https://x.com/seafullofsharks/status/1980651792829649245) [@seafullofsharks](/creator/x/seafullofsharks) 2025-10-21T15:06Z XXX followers, 1052 engagements


"@ecommerceshares Never interrupt compounding in the words of Charlie Munger"  
[X Link](https://x.com/seafullofsharks/status/1980652720005730754) [@seafullofsharks](/creator/x/seafullofsharks) 2025-10-21T15:09Z XXX followers, XXX engagements


"The most important quality for an investor in a hedge fund is the ability to withstand volatility. Ray Dalio. $NBIS $IREN $CIFR"  
[X Link](https://x.com/seafullofsharks/status/1980654438470807836) [@seafullofsharks](/creator/x/seafullofsharks) 2025-10-21T15:16Z XXX followers, 1240 engagements


"@MktMavPro Oh yes. Also Institutions have been piling into calls on our AI names. Classic entry tactics"  
[X Link](https://x.com/seafullofsharks/status/1980664888537280884) [@seafullofsharks](/creator/x/seafullofsharks) 2025-10-21T15:58Z XXX followers, XXX engagements


"50 Bps rate cut $NBIS $IREN $CIFR"  
[X Link](https://x.com/seafullofsharks/status/1980666777479815536) [@seafullofsharks](/creator/x/seafullofsharks) 2025-10-21T16:05Z XXX followers, 4738 engagements


"Data Centers and AI is dead $NBIS $IREN $CIFR"  
[X Link](https://x.com/seafullofsharks/status/1980799470502654143) [@seafullofsharks](/creator/x/seafullofsharks) 2025-10-22T00:52Z XXX followers, 33.9K engagements