[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.]

[@TheEUInvestor](/creator/twitter/TheEUInvestor)
"20 HIGHLY profitable stocks with operating margins above 40%: X. $IBKR ➡ XX% X. $TPL ➡ XX% X. $VRSN ➡ XX% X. $V ➡ XX% X. $CME ➡ XX% X. $MO ➡ XX% X. $MA ➡ XX% X. $NVDA ➡ XX% X. $APP ➡ XX% XX. $BX ➡ XX% XX. $MSCI ➡ XX% XX. $MCD ➡ XX% XX. $FICO ➡ XX% XX. $MSFT ➡ XX% XX. $META ➡ XX% XX. $HOOD ➡ XX% XX. $MCO ➡ XX% XX. $ICE ➡ XX% XX. $COIN ➡ XX% XX. $SPGI ➡ XX% Which of these do you own and which are you looking to buy Let me know 👇"  
[X Link](https://x.com/TheEUInvestor/status/1964392838701166890) [@TheEUInvestor](/creator/x/TheEUInvestor) 2025-09-06T18:18Z 2418 followers, 20.9K engagements


"Anthropic is growing fast Uses ClickHouse ➡ bullish $NBIS Uses AWS ➡ bullish $AMZN ➕$AMZN have a nice % stake"  
[X Link](https://x.com/TheEUInvestor/status/1978569800994443583) [@TheEUInvestor](/creator/x/TheEUInvestor) 2025-10-15T21:12Z 2418 followers, 1363 engagements


"$SOFI worldwide payments uses the Bitcoin Lightning Network The process involves converting USD to $BTC in real-time sending it across the Lightning Network and then converting it back to the recipient's local currency for deposit into their bank account. SoFi is one of the first US-banks to offer a blockchain-powered transfer service joining the likes of $JPM and $PNC Product velocity is increasing innovation is accelerating. Well said @DataDInvesting $SOFI is Winning 🥇"  
[X Link](https://x.com/TheEUInvestor/status/1979435090619830406) [@TheEUInvestor](/creator/x/TheEUInvestor) 2025-10-18T06:31Z 2420 followers, XXX engagements


"$NBIS and $IREN data centres have best-in-class Power Usage Effectiveness (PUE) of XXXX but theres one company that beats them with an incredible PUE of XXXX Enter Soluna Holdings $SLNH a $105M market cap company focused on sustainable computing for AI and Bitcoin Could this be the next big winner in this space Let me know why or why not👇"  
[X Link](https://x.com/TheEUInvestor/status/1974195371560562786) [@TheEUInvestor](/creator/x/TheEUInvestor) 2025-10-03T19:30Z 2420 followers, 32.3K engagements


"$NBIS - Beyond ClickHouse Nebius stake in Toloka could also become a major value driver. Toloka powers leading AI labs cloud platforms and enterprise AI teams with expertly curated training data human evaluations and redteam safety assessments for LLMs VLMs coding models and agentic systems. Its backed not only by $NBIS but also by Bezos Expeditions (Jeff Bezoss investment arm) and Mikhail Parakhin CTO at $SHOP who is also Tolokas Executive Chairman. With an estimated 2025 ARR of $5070M exposure to an exponentially expanding AI data market and a roster of AAA customers 👇 theres substantial"  
[X Link](https://x.com/TheEUInvestor/status/1979585583547556049) [@TheEUInvestor](/creator/x/TheEUInvestor) 2025-10-18T16:29Z 2420 followers, 6421 engagements


"Next weeks Earnings calendar is CRAZY Here is how I plan to organize myself 👇 Monday 🧐Focus: $BRKB and $HIMS 🤓Keep an eye on: $PLTR and $MELI Tuesday 🧐 Focus: $LMND and $AMD 🤓 Keep an eye on: $LCID (Uber deal) Wednesday 🧐 Focus: $UBER $SHOP and $OSCR 🤓 Keep an eye on: $DUOL and $JOBY Thursday 🧐 Focus: $CELH 🤓 Keep an eye on: $XYZ and $TEAM Friday 🧐 Focus: None take a breather 🤓 Keep an eye on: $TEM Have a nice weekend everybody and make sure you get some rest. Next week is going to be intense"  
[X Link](https://x.com/TheEUInvestor/status/1951563095492514058) [@TheEUInvestor](/creator/x/TheEUInvestor) 2025-08-02T08:37Z 2411 followers, 2730 engagements


"Stocks Im considering right now: As a new position ➡ $IREN IREN ➡ $NBIS Nebius ➡ $ADBE Adobe ➡ $DECK Deckers ➡ $DUOL Duolingo To buy more into ➡ $PYPL PayPal ➡ $HIMS Hims & Hers ➡ $OSCR Oscar Health If you had to pick one of each at current valuations which ones would you go for"  
[X Link](https://x.com/TheEUInvestor/status/1957080194780672300) [@TheEUInvestor](/creator/x/TheEUInvestor) 2025-08-17T14:00Z 2401 followers, 37.4K engagements


"$HOOD UI matters to small retail investors it doesnt to the big boys👇 Robinhood 🟢Customer Accounts 26.7M 🔴 Platform AUM $304B 🔴 Average balance $11K Interactive Brokers $IBKR 🔴 Customer Accounts 3.9M 🟢 Platform AUM $665B 🟢 Average balance $170K Charles Schwab $SCHW 🟢 Customers Accounts 45.2M 🟢 Platform AUM $10.8T 🟢 Average balance $239K $SOFI $BULL"  
[X Link](https://x.com/TheEUInvestor/status/1976028026702839873) [@TheEUInvestor](/creator/x/TheEUInvestor) 2025-10-08T20:52Z 2403 followers, 1275 engagements


"$MEME is back after being closed down in 2023. Its launch in 2021 coincided with the market top at the time Comes with a XXXX% expense ratio"  
[X Link](https://x.com/TheEUInvestor/status/1976041208855265316) [@TheEUInvestor](/creator/x/TheEUInvestor) 2025-10-08T21:45Z 2418 followers, 2083 engagements


"@GrowthThesis Any reason for $AAL"  
[X Link](https://x.com/TheEUInvestor/status/1976042641998610852) [@TheEUInvestor](/creator/x/TheEUInvestor) 2025-10-08T21:50Z 2420 followers, XXX engagements


"@Ashton_1nvests Especially in a volatile market"  
[X Link](https://x.com/TheEUInvestor/status/1977500112990445839) [@TheEUInvestor](/creator/x/TheEUInvestor) 2025-10-12T22:22Z 2400 followers, XXX engagements


"$AMD another $2B in revenues for 2026 if we assume $40K per GPU. On top of the $14B I estimated from the OpenAI deal For reference $AMD TTM revenues are currently $30B. More billions to come"  
[X Link](https://x.com/TheEUInvestor/status/1978122107889295636) [@TheEUInvestor](/creator/x/TheEUInvestor) 2025-10-14T15:33Z 2395 followers, XXX engagements


"@QualityInvest5 Widest moat indeed Double Moat: Credit Rating Business + Index Business X birds in one stone"  
[X Link](https://x.com/TheEUInvestor/status/1978130807324545210) [@TheEUInvestor](/creator/x/TheEUInvestor) 2025-10-14T16:08Z 2410 followers, XXX engagements


"@hypergrowth102 So many people sold after the $NVO incident. Glad I didnt"  
[X Link](https://x.com/TheEUInvestor/status/1978505331912188002) [@TheEUInvestor](/creator/x/TheEUInvestor) 2025-10-15T16:56Z 2410 followers, XXX engagements


"$NVDA advertising on $UBER now not sure I get the ROI. Maybe a marketing ramp up because $AMD has been taking all the attention recently 😆"  
[X Link](https://x.com/TheEUInvestor/status/1978847054190317862) [@TheEUInvestor](/creator/x/TheEUInvestor) 2025-10-16T15:34Z 2394 followers, 1207 engagements


"Sell $SHOP to double down on $AMZN at these levels"  
[X Link](https://x.com/TheEUInvestor/status/1978912333272400068) [@TheEUInvestor](/creator/x/TheEUInvestor) 2025-10-16T19:54Z 2410 followers, 1739 engagements


"@AustinH26415112 @QualityInvest5 Been through the XX% declines with $SHOP already and added more when it did. I also shouldve added that Im looking to rationalize the number of positions and I have quite a bit of exposure to e-commerce through different names. $SHOP is super high quality indeed"  
[X Link](https://x.com/TheEUInvestor/status/1979062327124042011) [@TheEUInvestor](/creator/x/TheEUInvestor) 2025-10-17T05:50Z 2397 followers, XX engagements


"@mrknowtalk @spybear180 $CRWV was not down a lot lots of stocks missing"  
[X Link](https://x.com/TheEUInvestor/status/1979145538697150625) [@TheEUInvestor](/creator/x/TheEUInvestor) 2025-10-17T11:20Z 2397 followers, XXX engagements


"@NeuralCadence Will stand shoulder to shoulder with Databricks and Snowflake"  
[X Link](https://x.com/TheEUInvestor/status/1979291250722509040) [@TheEUInvestor](/creator/x/TheEUInvestor) 2025-10-17T20:59Z 2415 followers, XX engagements


"@QCompounding Constellation Software $CSU.TO"  
[X Link](https://x.com/TheEUInvestor/status/1973630785874960609) [@TheEUInvestor](/creator/x/TheEUInvestor) 2025-10-02T06:07Z 2417 followers, XXX engagements


"@QualityInvest5 Youre joking right Youre not going to sell $AMZN and $GOOGL youre going to sell $FI 😜😋"  
[X Link](https://x.com/TheEUInvestor/status/1977840002852929943) [@TheEUInvestor](/creator/x/TheEUInvestor) 2025-10-13T20:52Z 2417 followers, 2051 engagements


"AI infrastructure stocks DOWN substantially AH: 📉 $SLNH -XX% 📉 $CIFR -X% 📉 $HUT -X% 📉 $NBIS -X% 📉 $IREN -XXX% An opportunity to buy the dip once the markets open"  
[X Link](https://x.com/TheEUInvestor/status/1979128041545617694) [@TheEUInvestor](/creator/x/TheEUInvestor) 2025-10-17T10:11Z 2417 followers, XXX engagements


"$GOOGL CEO Sundar Pichai on quantum at $CRM Dreamforce: Google plans to have a commercially viable quantum computer within a few years I am very optimistic and confident about the realization of quantum computing in XX years. $GOOGL moonshot likely to beat $RGTI $IONQ $QBTS to the punch when it comes to truly scalable commercially viable quantum"  
[X Link](https://x.com/TheEUInvestor/status/1979160151564206380) [@TheEUInvestor](/creator/x/TheEUInvestor) 2025-10-17T12:18Z 2418 followers, XXX engagements


"@SayNoToTrading SPGI is about the Credit Rating business and the Index Business. The data business doesnt have the same moat the only Credible alternatives are $MCO $MSCI and potentially financial market infrastructure stocks like $ICE"  
[X Link](https://x.com/TheEUInvestor/status/1975586440856649804) [@TheEUInvestor](/creator/x/TheEUInvestor) 2025-10-07T15:38Z 2420 followers, XXX engagements


"@10xValueMind Really need to take the time to deep-dive on $ABCL"  
[X Link](https://x.com/TheEUInvestor/status/1979292444119404811) [@TheEUInvestor](/creator/x/TheEUInvestor) 2025-10-17T21:04Z 2420 followers, XX engagements


"@thexcapitalist Yes Anthropic will definitely help if you exclude OpenAI from $MSFT numbers then they would be a lot less impressive"  
[X Link](https://x.com/TheEUInvestor/status/1980019704732557430) [@TheEUInvestor](/creator/x/TheEUInvestor) 2025-10-19T21:14Z 2420 followers, 2247 engagements


"$NBIS Clickhouse competes with Databricks and Snowflake. It beats them in real-time analytics and demonstrated outperformance in compression capabilities and in its join workload benchmark tests. Databricks is valued at $100B Snowflake $SNOW is valued at $76B Clickhouse was last valued at $6.35B With Clickhouses triple-digit ARR growth the gap will close fast. Bullish for $NBIS who owned XX% at the time of the latest funding round"  
[X Link](https://x.com/TheEUInvestor/status/1972973049936036093) [@TheEUInvestor](/creator/x/TheEUInvestor) 2025-09-30T10:33Z 2418 followers, 14.6K engagements


"$NBIS $IREN- Just updated my GPU as-a-service cost benchmarks for Nebius CoreWeave IREN and AWS using their NVIDIA H100 GPU website list prices: 🥇 IREN at $XXXX per hour 🥈 Nebius at $XXXX per hour 🥉 AWS $AMZN at $XXXX per hour 💩 CoreWeave $CRWV at $XXXX per hour See it for yourself below👇"  
[X Link](https://x.com/TheEUInvestor/status/1976338819843752180) [@TheEUInvestor](/creator/x/TheEUInvestor) 2025-10-09T17:27Z 2420 followers, 2125 engagements


"$NBIS ClickHouse peers Databricks and Snowflake valued at $100B+ and $85B respectively ClickHouse is growing at triple digit ARR closing that value gap FAST"  
[X Link](https://x.com/TheEUInvestor/status/1976372882495459447) [@TheEUInvestor](/creator/x/TheEUInvestor) 2025-10-09T19:43Z 2420 followers, 11.8K engagements


"$NBIS announced in June that it plans to launch its first major GPU cluster facility in the UK located just outside London early in the fourth quarter The time has come We should expect a positive announcement very soon and a whole set of new UK-based customers for Nebius"  
[X Link](https://x.com/TheEUInvestor/status/1977047260359016818) [@TheEUInvestor](/creator/x/TheEUInvestor) 2025-10-11T16:22Z 2418 followers, 31.8K engagements


"The 1/4 is conservative which is mega bullish. I would assume 1/2 will be spent on chips more in line with Mckinsey who estimated around XX% of the spending would be IT equipment. With the above and even lower $AMD market share to XX% we get $200B revenue x XX% margin = $80B profit. If we put an even more conservative XX P/E on it we are at $1.6T"  
[X Link](https://x.com/TheEUInvestor/status/1980163963724722233) [@TheEUInvestor](/creator/x/TheEUInvestor) 2025-10-20T06:47Z 2420 followers, XXX engagements