# ![@CernunnosCap Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1619399128907382786.png) @CernunnosCap Cernunnos Capital

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

### Engagements: [-----] [#](/creator/twitter::1619399128907382786/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1619399128907382786/c:line/m:interactions.svg)

- [--] Week [------] +893%
- [--] Month [------] +16%
- [--] Months [-------] +254%
- [--] Year [-------] +2,867,306%

### Mentions: [--] [#](/creator/twitter::1619399128907382786/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1619399128907382786/c:line/m:posts_active.svg)

- [--] Week [--] +157%
- [--] Month [---] +64%
- [--] Months [---] +238%
- [--] Year [---] +81,200%

### Followers: [---] [#](/creator/twitter::1619399128907382786/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1619399128907382786/c:line/m:followers.svg)

- [--] Week [---] +3%
- [--] Month [---] +9.20%
- [--] Months [---] +192%

### CreatorRank: [-------] [#](/creator/twitter::1619399128907382786/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1619399128907382786/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  68.39% [finance](/list/finance)  20% [cryptocurrencies](/list/cryptocurrencies)  16.13% [technology brands](/list/technology-brands)  7.1% [automotive brands](/list/automotive-brands)  1.29% [countries](/list/countries)  0.65% [musicians](/list/musicians)  0.65% [exchanges](/list/exchanges)  0.65% [fashion brands](/list/fashion-brands)  0.65% [celebrities](/list/celebrities)  0.65%

**Social topic influence**
[$nbis](/topic/$nbis) #101, [$hims](/topic/$hims) #250, [$iren](/topic/$iren) #88, [ai](/topic/ai) 14.19%, [$nvo](/topic/$nvo) 9.03%, [$asts](/topic/$asts) #153, [$oscr](/topic/$oscr) 8.39%, [the next](/topic/the-next) 7.1%, [company](/topic/company) #2880, [$hood](/topic/$hood) 5.81%

**Top accounts mentioned or mentioned by**
[@yodastockinvest](/creator/undefined) [@andrewdudum](/creator/undefined) [@subtleinduction](/creator/undefined) [@longinvest32](/creator/undefined) [@himshouse](/creator/undefined) [@mochihealth](/creator/undefined) [@mvcinvesting](/creator/undefined) [@otium33](/creator/undefined) [@grok](/creator/undefined) [@endicottinvests](/creator/undefined) [@jerbearrn](/creator/undefined) [@nebiusai](/creator/undefined) [@kabraxfx](/creator/undefined) [@rp3onx](/creator/undefined) [@alvaromysterio](/creator/undefined) [@profitandlost](/creator/undefined) [@robinhoodapp](/creator/undefined) [@mrderivatives](/creator/undefined) [@fundstrat](/creator/undefined) [@alc2022](/creator/undefined)

**Top assets mentioned**
[Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Iris Energy Limited (IREN)](/topic/$iren) [Novo-Nordisk (NVO)](/topic/$nvo) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [Oscar Health, Inc.  (OSCR)](/topic/$oscr) [Robinhood Markets, Inc.  (HOOD)](/topic/$hood) [BITMINE IMMERSION TECH (BMNR)](/topic/$bmnr) [Eli Lilly and Company (LLY)](/topic/$lly) [Chime Financial, Inc (CHYM)](/topic/$chym) [The Root Network (ROOT)](/topic/$root) [Gambling.com Group Limited (GAMB)](/topic/$gamb) [Ethereum (ETH)](/topic/$eth) [Bitcoin (BTC)](/topic/$btc) [Fluence Energy, Inc. (FLNC)](/topic/$flnc) [Strategy (MSTR)](/topic/$mstr) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [CoreWeave, Inc (CRWV)](/topic/$crwv) [Microsoft Corp. (MSFT)](/topic/$msft) [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [Eos Energy Enterprises, Inc. (EOSE)](/topic/$eose) [Intel Corporation (INTC)](/topic/$intc) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Metadium (META)](/topic/$meta) [Duolingo, Inc.  (DUOL)](/topic/$duol) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Cipher Mining Inc. Common Stock (CIFR)](/topic/$cifr) [Omada Health, Inc (OMDA)](/topic/$omda) [Tesla, Inc. (TSLA)](/topic/$tsla) [UnitedHealth Group (UNH)](/topic/$unh)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@Raul_DSF Are you still holding $GAMB Do you think still think its an asymmetric opportunity now"  
[X Link](https://x.com/CernunnosCap/status/2001717830660833708)  2025-12-18T18:14Z [---] followers, [---] engagements


"@KabraxFX Next potential partnership is $CHYM x $ROOT $CHYM x $BETR already exists @chrisrbritt hope you are 👀 @Chime @ChimeNewsroom"  
[X Link](https://x.com/CernunnosCap/status/2011224772328505831)  2026-01-13T23:52Z [---] followers, [---] engagements


"@Raul_DSF @himshouse @jonathanrstern @SeekingAlpha Are you still in $GAMB"  
[X Link](https://x.com/CernunnosCap/status/2011226321838620988)  2026-01-13T23:58Z [---] followers, [---] engagements


"$CHYM Dont sleep on this name @chrisrbritt 👏 No gatekeeping here. AI can be a game-changer for small businessesif they have the tools and training to use it. Thats why Chime hosted free AI workshops in SF with Dream Machine + @SF_Chamber to help local entrepreneurs work smarter grow faster and unlock financial https://t.co/wHcDvNtsft No gatekeeping here. AI can be a game-changer for small businessesif they have the tools and training to use it. Thats why Chime hosted free AI workshops in SF with Dream Machine + @SF_Chamber to help local entrepreneurs work smarter grow faster and unlock"  
[X Link](https://x.com/CernunnosCap/status/2011893508375003405)  2026-01-15T20:09Z [---] followers, [---] engagements


"@Raul_DSF Is the argument the same for $GAMB as well Still"  
[X Link](https://x.com/CernunnosCap/status/2014199733519306778)  2026-01-22T04:53Z [---] followers, [---] engagements


"Finally got the $HOOD Gold card in hand. 🪶 Its solid but heres the current wallet hierarchy: 🥇 $AXP Platinum: Still the undisputed King. Nothing beats the design & benefits. 🥈 $HOOD Gold: Great addition solid 3% cash back. **Can do more** 📉 $COF Venture X: On thin ice. Needs a major redesign & feature overhaul ASAP or downgrading this year. Your move @CapitalOne. @RobinhoodApp @AmericanExpress #FinTwit #CreditCards #AmexPlatinum #VentureX #Robinhood https://twitter.com/i/web/status/2019485872098553893 https://twitter.com/i/web/status/2019485872098553893"  
[X Link](https://x.com/CernunnosCap/status/2019485872098553893)  2026-02-05T18:58Z [---] followers, [---] engagements


"@Mr_Derivatives $HOOD is 15"  
[X Link](https://x.com/CernunnosCap/status/2019675817111089444)  2026-02-06T07:33Z [---] followers, [---] engagements


"@AlexSchettino @EndicottInvests @cursor_ai @PrimaMente @Revolut @TolokaAI Ok - We have been saying the same thing since ever lmao. $IREN will remain compute for hire by Fluidstack Fireworks AI Microsoft etc. And these companies will have actual customers who deploy AI models. Easy analogy - $INTC == $IREN @awscloud == $NBIS for AI"  
[X Link](https://x.com/CernunnosCap/status/2019845140643537312)  2026-02-06T18:46Z [---] followers, [---] engagements


"@YodaStockInvest $1T for $NBIS $50B for $IREN Bookmark this"  
[X Link](https://x.com/CernunnosCap/status/2019942166643310807)  2026-02-07T01:11Z [---] followers, [---] engagements


"$BMNR @fundstrat 🥶 Wait a second you spent how much on Ethereum https://t.co/QOMk39jNSD Wait a second you spent how much on Ethereum https://t.co/QOMk39jNSD"  
[X Link](https://x.com/CernunnosCap/status/2019979256588284260)  2026-02-07T03:39Z [---] followers, [---] engagements


"Oh wow @EmmanuelMacron 30M for AI and science Thats adorable Meanwhile US tech giants like $GOOG $MSFT $META and $AMZN are dropping $650B+ on AI capex this year alone. Frances investment wouldnt even cover Zuckerbergs coffee budget for a week. 😂 But hey keep getting trolledmaybe youll bump it up to a whopping 10B Watch out though: that massive spend could tank your entire economy into recession just like the recent market bloodbath from Big Techs AI overdrive. Stocks plunged on capex fears and France aint ready for that smoke. 💥 #AI #France2030 #Macron #TechBubble #EUSucks @elonmusk @zuck"  
[X Link](https://x.com/CernunnosCap/status/2019987920782770636)  2026-02-07T04:13Z [---] followers, [---] engagements


"THE $HIMS vs BIG PHARMA SHOWDOWN: Why $NVO Is Panicking 🚨💥 Headlines scream safety concerns but dig deeper: $NVO suing @HimsHers not just over riskstheyre rattled by @andrewdudums $49/month compounded oral semaglutide pill undercutting their $149 Wegovy starter (then $199+). Latest: @US_FDA vows decisive action on mass-marketed illegal copies @HHSGov refers $HIMS to DOJ for FD&C Act probe and $NVO threatens IP suits. But is this Dudums calculated play to force regulatory clarity Lets unpack. Key facts the media overlooks: 💎 The Pricing Bombshell - Novos oral Wegovy starts at $149/month"  
[X Link](https://x.com/CernunnosCap/status/2020036988255236270)  2026-02-07T07:28Z [---] followers, [---] engagements


"@Gubloinvestor $NBIS"  
[X Link](https://x.com/CernunnosCap/status/2020232551110176991)  2026-02-07T20:25Z [---] followers, [---] engagements


"$HIMS @AndrewDudum talked a big game about taking on Big Pharma but after launching a $49 compounded semaglutide pill they quickly backed down and halted it following FDA warnings DOJ referral threats and legal heat from $NVO. This isnt disruptionits capitulation. $HIMS joins the long list of telehealth revolutionaries that couldnt survive the fight: $TDOC $LFMD and now $HIMS seems headed the same way. Bearish here. The moat in regulated healthcare isnt as fragile as the hype suggested. Since launching the compounded semaglutide pill on our platform weve had constructive conversations with"  
[X Link](https://x.com/CernunnosCap/status/2020275236089000039)  2026-02-07T23:15Z [---] followers, [---] engagements


"@Kalshi Time To Buy"  
[X Link](https://x.com/CernunnosCap/status/2020579305106149498)  2026-02-08T19:23Z [---] followers, [---] engagements


"@Mr_Derivatives Only if they provided actually Banking with that icon change 😞 @RobinhoodApp"  
[X Link](https://x.com/CernunnosCap/status/2020605711127069163)  2026-02-08T21:08Z [---] followers, [---] engagements


"@samsolid57 $HOOD"  
[X Link](https://x.com/CernunnosCap/status/2020620039700050405)  2026-02-08T22:05Z [---] followers, [---] engagements


"Inflation plunging to 0.68% (@truflation) Job openings crashing to 6.5M full recession levels @JeromePowell & Fed: Labor market is strong + Inflation is sticky The disconnect is getting ridiculous. 📉 #Inflation #Economy #Fed #Jobs JUST IN: US job openings are now at recession levels JUST IN: US job openings are now at recession levels"  
[X Link](https://x.com/CernunnosCap/status/2020628720239935894)  2026-02-08T22:40Z [---] followers, [---] engagements


"$DUOL Bad Bunny is the Bullish catalyst for @duolingo 😜 #SuperBowl #BadBunny"  
[X Link](https://x.com/CernunnosCap/status/2020674329764094325)  2026-02-09T01:41Z [---] followers, [----] engagements


"Historic overvaluation of the entire market or just Tech stocks Also historical expenditures are not BAD. The big companies need to grow or else they become the next $INTC $CSCO etc. That tiny AI revenue will grow. Will see what you have to say when that AI revenue is humongous https://twitter.com/i/web/status/2020729561965806021 https://twitter.com/i/web/status/2020729561965806021"  
[X Link](https://x.com/CernunnosCap/status/2020729561965806021)  2026-02-09T05:20Z [---] followers, [----] engagements


"$HIMS Spot on @HimsHersComms. $NVO lawsuit is Big Pharma weaponizing the courts to block affordable personalized care for millions. Time for @AndrewDudum and the full @wearehims @wearehers team to go on the offensive and finally secure clear regulatory clarity on compounded meds. Patients deserve choicenot monopolies. Fight on 🥊 $LLY #Telehealth #CompoundingPharmacy #BigPharma Novo Nordisks lawsuit is a blatant attack by a Danish company on millions of Americans who rely on compounded medications for access to personalized care. Once again Big Pharma is weaponizing the US judicial system to"  
[X Link](https://x.com/CernunnosCap/status/2020859813014757498)  2026-02-09T13:58Z [---] followers, [---] engagements


"$BMNR So @fundstrat Tom Lee and @BitMNR team have been plotting the next era of DeFi Super-app 😱 Love it 😍 @MrBeast @BitMNR @realwolfofdubai $ETH We bought a bank. https://t.co/08GMjr36mt We bought a bank. https://t.co/08GMjr36mt"  
[X Link](https://x.com/CernunnosCap/status/2020915446724088069)  2026-02-09T17:39Z [---] followers, [---] engagements


"@TheRonnieVShow Once $PLTR had this trajectory of decreasing revenue and margins. Disruptors disrupt $HIMS will come back stronger once they WIN the case against $NVO Pain-pal on the other hand is a whole different story"  
[X Link](https://x.com/CernunnosCap/status/2020937824149831965)  2026-02-09T19:08Z [---] followers, [---] engagements


"@SubtleInduction @RP3onX @AndrewDudum Dont know about you but many would rather have Personalized medicine than One Size Fits All kind of drug composition. Watch $NVO loose the case against $HIMS like $LLY did against @mochihealth"  
[X Link](https://x.com/CernunnosCap/status/2020938408173138010)  2026-02-09T19:10Z [---] followers, [---] engagements


"@SubtleInduction @RP3onX @AndrewDudum Scam deserve 🤣 When $UBER was disrupting the taxi business pretty sure you were on the Unions side. Right"  
[X Link](https://x.com/CernunnosCap/status/2020938962085507257)  2026-02-09T19:12Z [---] followers, [--] engagements


"@commonsenseplay What $TLT as a trade is toast"  
[X Link](https://x.com/CernunnosCap/status/2020941549480374608)  2026-02-09T19:23Z [---] followers, [---] engagements


"@AdityaInvests90 @vladtenev @RobinhoodApp That sucks. Took them almost forever to approve me for the Gold Card. Banking seems like its gonna take forever as well. @RobinhoodApp you guys gotta roll it fast people are losing hope and switching to other apps lol"  
[X Link](https://x.com/CernunnosCap/status/2020944620323217726)  2026-02-09T19:35Z [---] followers, [--] engagements


"Theres no IP issue here $NVO is just being a bully. Peptides are naturally occurring chains of Amino Acid. How come peptides can be patented lol. Seems like someone else lacks the basic understanding. This is exactly why $LLY lost to @mochihealth as there were no IP infringement/damages incurred. https://twitter.com/i/web/status/2020953434997039313 https://twitter.com/i/web/status/2020953434997039313"  
[X Link](https://x.com/CernunnosCap/status/2020953434997039313)  2026-02-09T20:10Z [---] followers, [---] engagements


"@SubtleInduction @RP3onX @AndrewDudum @mochihealth So basically build something that literally any compounding pharmacy can replicate and then apply for patents in the name of R&D and cry over IP infringement. Got it 🤣"  
[X Link](https://x.com/CernunnosCap/status/2020956036010737981)  2026-02-09T20:20Z [---] followers, [--] engagements


"@SubtleInduction @RP3onX @AndrewDudum @mochihealth Guess we are dumb and will find out when $NVO loses the lawsuit against $HIMS 🤣"  
[X Link](https://x.com/CernunnosCap/status/2020956838817300801)  2026-02-09T20:23Z [---] followers, [---] engagements


"@Mr_Derivatives $SOFI yes. $HOOD not soo much. $SOFI got $CHYM and now @MrBeast to worry about"  
[X Link](https://x.com/CernunnosCap/status/2020959260969169296)  2026-02-09T20:33Z [---] followers, [---] engagements


"@TGID1575 @Mr_Derivatives @MrBeast Upcoming Henrys 😉"  
[X Link](https://x.com/CernunnosCap/status/2020961585976705405)  2026-02-09T20:42Z [---] followers, [--] engagements


"@SubtleInduction @RP3onX @AndrewDudum @mochihealth 🤣🤣🤣 Soo Pety. Well actually made money on $HIMS. Sold around $36 because they were defensive. And that was bearish. Now that they are actually fighting might buy again. Portfolio Update 01/2026 🚀😎 Ultra-concentrated asymmetric bets: Scaled winners aggressively initiated new conviction plays fully exited laggards. ACTIVITY (Ownership % ): 🟢 $ASTS Add +57.00% 🟢 $OSCR Add +141.00% 🟢 $BMNR Add +38.00% 🟢 $CHYM Buy 🟢 $MSTR Buy 🔴 https://t.co/4vw94P50VK Portfolio Update 01/2026 🚀😎 Ultra-concentrated asymmetric bets: Scaled winners"  
[X Link](https://x.com/CernunnosCap/status/2020962901595722125)  2026-02-09T20:47Z [---] followers, [---] engagements


"Maybe not. Anthropic has been using $AMZN data centers to power their models. And considering their business model they would wanna have hands-free approach so they can just focus on building the next generation of Enterprise AI models. So $NBIS makes the most sense $IREN being a close second. https://twitter.com/i/web/status/2020968684563652802 https://twitter.com/i/web/status/2020968684563652802"  
[X Link](https://x.com/CernunnosCap/status/2020968684563652802)  2026-02-09T21:10Z [---] followers, [---] engagements


"@stckpkr7000 @josef21m @matthew_sigel Dont get us in Trouble. We are a notable $IREN bear 😂"  
[X Link](https://x.com/CernunnosCap/status/2020970142977675398)  2026-02-09T21:16Z [---] followers, [---] engagements


"@RickTurners @commonsenseplay We did get QE since ATL $TLT. Nothing happened. $TLT is broken"  
[X Link](https://x.com/CernunnosCap/status/2020988083664191778)  2026-02-09T22:28Z [---] followers, [---] engagements


"@biyXGP93pNOSDT1 @matthew_sigel 🤣🤣🤣 if $NBIS is a scam then $IREN doesnt even exists in this reality"  
[X Link](https://x.com/CernunnosCap/status/2020991588500111624)  2026-02-09T22:41Z [---] followers, [---] engagements


"@sabrina53009376 @commonsenseplay It wont lol. This admin killed the $TLT trade for good"  
[X Link](https://x.com/CernunnosCap/status/2021005591729320338)  2026-02-09T23:37Z [---] followers, [---] engagements


"@pdicarlotrader $HOOD 🙏"  
[X Link](https://x.com/CernunnosCap/status/2021008603612840203)  2026-02-09T23:49Z [---] followers, [---] engagements


"@coinbase @AstonMartinF1 It runs on-chain 😉"  
[X Link](https://x.com/CernunnosCap/status/2021010459256873226)  2026-02-09T23:56Z [---] followers, [--] engagements


"@JesseCohenInv He also compared Motorola to Google 🤣"  
[X Link](https://x.com/CernunnosCap/status/2021016972134318174)  2026-02-10T00:22Z [---] followers, [----] engagements


"@longinvest32 Good to know 😎. That was our target as well when we bought at $25🤓"  
[X Link](https://x.com/CernunnosCap/status/2021023119931212130)  2026-02-10T00:47Z [---] followers, [--] engagements


"@danielisdizzy $HOOD $OSCR $NBIS"  
[X Link](https://x.com/CernunnosCap/status/2021030035088605278)  2026-02-10T01:14Z [---] followers, [---] engagements


"@zoomyzoomm Do you know of a $PLTR competitor Theres NONE Its a Monalisa"  
[X Link](https://x.com/CernunnosCap/status/2021101574878376334)  2026-02-10T05:59Z [---] followers, [---] engagements


"$OSCR Healthcare works best when consumers choose companies compete on quality and innovation drives outcomes. We are building Oscar for that world. - Joshua Kushner #HealthcareInnovation @OscarHealth @mtbert $SPY $QQQ"  
[X Link](https://x.com/CernunnosCap/status/2021234541076123919)  2026-02-10T14:47Z [---] followers, [---] engagements


"@Leo_Traydes [--] $BTC"  
[X Link](https://x.com/CernunnosCap/status/2021260784056049896)  2026-02-10T16:31Z [---] followers, [---] engagements


"@StockTrader_Max We think that too. $NVO is fighting for Patent Infringement. Didnt go well for $LLY when they fought @mochihealth"  
[X Link](https://x.com/CernunnosCap/status/2021263124909760786)  2026-02-10T16:40Z [---] followers, [---] engagements


"@zerohedge Everybody is moving to $HOOD"  
[X Link](https://x.com/CernunnosCap/status/2021274223877214485)  2026-02-10T17:25Z [---] followers, [----] engagements


"@weary_centurion Joshua Kushner co-founded $OSCR who is also the son-in-law of @POTUS Yeah seems like a big issue to me 😉"  
[X Link](https://x.com/CernunnosCap/status/2021280990392614917)  2026-02-10T17:51Z [---] followers, [---] engagements


"@commonsenseplay Rally 🧐"  
[X Link](https://x.com/CernunnosCap/status/2021305364998721585)  2026-02-10T19:28Z [---] followers, [---] engagements


"@midascabal $IREN ❌ $CIFR ❌ $NBIS ✅ $ONDS ❌ $TE ✅ $RKLB ❌ $ASTS ✅"  
[X Link](https://x.com/CernunnosCap/status/2021306360126718426)  2026-02-10T19:32Z [---] followers, [---] engagements


"Because just renting out chips is not a value added service. And companies without value addition trade like commodities. $IREN is now eyeing on software will probably dillute the shareholders even more to raise money to buy Software stack. Which brings the same point - Finance Dudes running a Tech company cannot be trusted. https://twitter.com/i/web/status/2021356523486883922 https://twitter.com/i/web/status/2021356523486883922"  
[X Link](https://x.com/CernunnosCap/status/2021356523486883922)  2026-02-10T22:52Z [---] followers, [---] engagements


"Agree to Disagree. Dont the $NVO is winning this lawsuit. They wont be able to prove any meaningful patent damage due to $HIMS exploiting the personalized medicine loophole. FDA is also on $NVO ass for misleading commercial so they are in the same boat as $HIMS Now the same ingredient as weegovy is the real issue where $HIMS intern messed up and @AndrewDudum should get all the heat. But at the same time it is the same ingredient tho. We had reiterated time and time again that we need regulatory clarity regarding this whole thing. Which we might finally get We dont see a world where $HIMS will"  
[X Link](https://x.com/CernunnosCap/status/2021421454575927325)  2026-02-11T03:10Z [---] followers, [---] engagements


"While $HIMS x $NVO fight Retatrutide will be taking the market share anyways. The lawsuit will take years to result in any form of meaningful decision. $HIMS can keep selling compounded semaglutide and maybe partner with $LLY to offer the weekly pill on lower margins($HIMS never compounded Tirzepatide enemy not made) Rally We are more likely to get a 10% market wide correction first. https://twitter.com/i/web/status/2021427850776051891 https://twitter.com/i/web/status/2021427850776051891"  
[X Link](https://x.com/CernunnosCap/status/2021427850776051891)  2026-02-11T03:35Z [---] followers, [---] engagements


"@YodaStockInvest Companies with the most chips will win and retain customers. @SuperGrok create a list of publicly traded AI data center companies with total number of GPUs they have - $CRWV $NBIS $IREN $CIFR $BITF etc"  
[X Link](https://x.com/CernunnosCap/status/2022013439334551997)  2026-02-12T18:22Z [---] followers, [---] engagements


"@saylor @Strategy If we have a recession then the demand for this product will rise like no other. Which means $MSTR will keep buying $BTC every week 🚀"  
[X Link](https://x.com/CernunnosCap/status/2022023822116106596)  2026-02-12T19:03Z [---] followers, [---] engagements


"@CraigPr78225493 @YodaStockInvest Yes. $NBIS last year guided for 1GW of power for [----]. They increased their guidance quarter over quarter to now 3GW"  
[X Link](https://x.com/CernunnosCap/status/2022096389539496267)  2026-02-12T23:52Z [---] followers, [---] engagements


"@longinvest32 $HIMS right now $BMNR weekly till Oct/Nov"  
[X Link](https://x.com/CernunnosCap/status/2022402267698381100)  2026-02-13T20:07Z [---] followers, [---] engagements


"@otium33 @grok @longinvest32 @grok compare last quarters revenue $IREN vs $NBIS And scene"  
[X Link](https://x.com/CernunnosCap/status/2022448020953145470)  2026-02-13T23:09Z [---] followers, [---] engagements


"@EndicottInvests @mvcinvesting will be proud"  
[X Link](https://x.com/anyuser/status/1949148132421349634)  2025-07-26T16:41Z [---] followers, [---] engagements


"Why $NBIS Could 10x to $250B+ Market Cap by [----] The Locked-In AI Infra Rocket 🚀 As of January [--] [----] $NBIS (Nebius Group) trades around $98 with a market cap of $25B. This is the full-stack AI infrastructure play thats already sold out of capacity backed by massive hyperscaler contracts and ramping power at warp speed. Q3 [----] revenue hit $146M (+355% YoY) with full-year [----] guidance at $500$550M. The real momentum Management targets $7$9B ARR by end-2026 thats 1317x current levels fueled by presold demand and a $20B+ backlog. 💎 Mega Contracts Providing Ironclad Visibility $17.4B$19.4B"  
[X Link](https://x.com/CernunnosCap/status/2010048109439561860)  2026-01-10T17:56Z [---] followers, 23.3K engagements


"Portfolio Update 01/2026 🚀😎 Ultra-concentrated asymmetric bets: Scaled winners aggressively initiated new conviction plays fully exited laggards. ACTIVITY (Ownership % ): 🟢 $ASTS Add +57.00% 🟢 $OSCR Add +141.00% 🟢 $BMNR Add +38.00% 🟢 $CHYM Buy 🟢 $MSTR Buy 🔴 $HIMS Sell 100.00% 🔴 $AIRE Sell 100.00% $NBIS $ASTS $OSCR $BMNR $CHYM $MSTR https://twitter.com/i/web/status/2012613913419080049 https://twitter.com/i/web/status/2012613913419080049"  
[X Link](https://x.com/CernunnosCap/status/2012613913419080049)  2026-01-17T19:52Z [---] followers, [----] engagements


"Stocks to keep an 👀 over next [--] months 🚀 $HOOD - Robinhood Markets (fintech brokerage disrupting retail trading) $FUBO - fuboTV (sports streaming cord-cutting growth) $AXON - Axon Enterprise (TASER/body cams + defense tech) $DUOL - Duolingo (language learning app AI/edtech scaling) $CRDO - Credo Technology (high-speed connectivity semis for AI/data centers) $HIMS - Hims & Hers Health (telehealth/wellness explosive subscriber growth) $TEM - Tempus AI (AI-driven precision medicine/health data) $IONQ - IonQ (quantum computing leader early-stage moonshot) $ROOT - Root Inc (insurtech auto"  
[X Link](https://x.com/CernunnosCap/status/2019139486668714338)  2026-02-04T20:02Z [---] followers, [---] engagements


"Short answer YES $HIMS is crashing on regulatory panic. History shows these are often the "Generational Buys." "Regulatory Doom" turned into life-changing returns: $AMEX American Express (1963): The Salad Oil Scandal Fraudulent loans threatened insolvency. Stock crashed 50%. The Pivot: Buffett noticed people still used the cards despite the headlines. He bought 5% of the company. The Return: A legendary 10x multibagger. $MSFT Microsoft (1998-2001): DOJ Antitrust Gov threatened to break up $MSFT. Gates stepped down. Stock fell 65% (with the dot-com bust). The Pivot: They settled adapted and"  
[X Link](https://x.com/CernunnosCap/status/2021424512768819579)  2026-02-11T03:22Z [---] followers, [---] engagements


"Dont know how that is relevant. $IREN can have 4.5GW power and GPUs plugged in as well. Yet the power capacity and chips wont make any difference in their market cap. Companies are assigned multiples on Trust which comes from the management and the team leading. The biggest bearish case for $IREN is the management (wanna be tech company run by Finance Dudes and grifters like @mikealfred )"  
[X Link](https://x.com/CernunnosCap/status/2022019510015078751)  2026-02-12T18:46Z [---] followers, [---] engagements


"$HIMS 😱 under $16 A year from now this will look like an obvious DIP buying opportunity. Many will say - they bought the fcking dip but very few actually did. $NVO vs $HIMS Do not fade @AndrewDudum and Co. #hims #hers $SPY $QQQ @wearehims @wearehers"  
[X Link](https://x.com/CernunnosCap/status/2022023522135273487)  2026-02-12T19:02Z [---] followers, [---] engagements


"@YodaStockInvest On $20M AI revenue per quarter hard to see any meaningful market cap increase. Most of their customers are more like enablers - Fluidstack Fireworks AI etc. They dont really have a direct customer. Seems more like @Equinix kind of business than Amazon"  
[X Link](https://x.com/CernunnosCap/status/2022065336980537441)  2026-02-12T21:48Z [---] followers, [---] engagements


"@CraigPr78225493 @YodaStockInvest And why would someone use them for colocation. Capacity seems to be easier to add. $NBIS seems to be raising capacity every single quarter. $IREN investment thesis was surrounding power constraint"  
[X Link](https://x.com/CernunnosCap/status/2022093367187001767)  2026-02-12T23:40Z [---] followers, [---] engagements


"@AlvaroMysterio $68-$72 could be on the card for $ASTS"  
[X Link](https://x.com/CernunnosCap/status/2022117622675124494)  2026-02-13T01:16Z [---] followers, [---] engagements


"@AlvaroMysterio Sold $ASTS to initiate position in $OMDA Hope we dont regret 🥶"  
[X Link](https://x.com/CernunnosCap/status/2022136569583509945)  2026-02-13T02:31Z [---] followers, [---] engagements


"@longinvest32 Been banging bearish the table on $IREN since ever. Mike is a grifter Dan is a Finance dude. Dont know when and how $NBIS and $IREN started being in the same conversation"  
[X Link](https://x.com/CernunnosCap/status/2022368231110164717)  2026-02-13T17:52Z [---] followers, [---] engagements


"$ROOT Just initiated a position in @RootInsurance and even signed up for their auto insurance 🚗💨 #Autoinsurance peers crushing it lately: $ALL doubled Q4 net income to $3.8B + massive auto underwriting gains $PGR +25% net income beat EPS/revenue $TRV strong personal lines beats Sector tailwinds strong bullish setup for $ROOT Feb [--] 🚀 February has historically been a massive month for them. Looking at previous earnings reactions the stock has a habit of flying this time of year: https://twitter.com/i/web/status/2022394091292758213 https://twitter.com/i/web/status/2022394091292758213"  
[X Link](https://x.com/CernunnosCap/status/2022394091292758213)  2026-02-13T19:35Z [---] followers, [---] engagements


"@KabraxFX @RootInsurance Yep - they still need to lower their cost for full coverage tho. Progressive is still the cheapest for Full Coverage. $ROOT seems to be the cheapest for the bare minimum"  
[X Link](https://x.com/CernunnosCap/status/2022397351118467267)  2026-02-13T19:47Z [---] followers, [---] engagements


"@KabraxFX @RootInsurance Unfortunately in our case Full coverage was almost 3x the bare minimum. Progressive on the other hand was only 1.8x the bare minimum for Full Coverage. Might be a Washington State issue( $ROOT is new here)"  
[X Link](https://x.com/CernunnosCap/status/2022416711774015809)  2026-02-13T21:04Z [---] followers, [---] engagements


"@thekriskay Its got all the ingredients bud - AI Data Centers Robotics (future Boston dynamics 🤝) AI Observability (@ClickHouseDB ) Autonomous driving/delivery(@Avrideai ) Generative AI(@TolokaAI ) AI Tutor(@TripleTenTech ) Rockstar CEO and Industry Veteran Arkady (ex - @yandexcom )"  
[X Link](https://x.com/CernunnosCap/status/2022425565807161481)  2026-02-13T21:40Z [---] followers, [---] engagements


"@otium33 @grok @longinvest32 @grok compare AI revenue"  
[X Link](https://x.com/CernunnosCap/status/2022448311702372744)  2026-02-13T23:10Z [---] followers, [--] engagements


"@otium33 @grok @longinvest32 Company literally started less than [---] years ago 🤣 and still front loading AI revenue compared to $IREN"  
[X Link](https://x.com/CernunnosCap/status/2022450276633133336)  2026-02-13T23:18Z [---] followers, [---] engagements


"@Char_62063 @RootInsurance Smelling a huge qtr from $ROOT"  
[X Link](https://x.com/CernunnosCap/status/2022533571626570159)  2026-02-14T04:49Z [---] followers, [---] engagements


"THE MATH IS UNFORGIVING 170MW live today (NBIS) vs. 1.4GW in April (IREN). Online Q1/Q2 [----] = 3-4x more valuable than late [----]. $NBIS owns the engines owns the timeline (velocity moat). $IREN owns the land + secured MW utility owns the switch (de-risked scale). One scales now. One scales soon"  
[X Link](https://x.com/CernunnosCap/status/2022784163758379339)  2026-02-14T21:25Z [---] followers, [---] engagements


"@profitandlost @qcapital2020 @chamath If SPY can grow 8-10%(2000-2025) the AUM dont matter especially when Berkshire investable cash was around $72B in [----]. They could have easily done 15%+"  
[X Link](https://x.com/CernunnosCap/status/2022867339692380389)  2026-02-15T02:55Z [---] followers, [--] engagements


"@profitandlost @qcapital2020 @chamath Not interested. Berkshire managers are more like accountants. We dont invest in companies they like"  
[X Link](https://x.com/CernunnosCap/status/2022880019723526265)  2026-02-15T03:45Z [---] followers, [--] engagements


"@AlvaroMysterio Yep $ASTS looking a bit weak here. Might buy again around $68-$72. Hoping for an earnings pump for $OMDA and $ROOT Hoping to not regret $ASTS sell 😅"  
[X Link](https://x.com/CernunnosCap/status/2022137335727665558)  2026-02-13T02:34Z [---] followers, [----] engagements


"@thekriskay Thats a trillion dollar company for you in [----] 😎"  
[X Link](https://x.com/CernunnosCap/status/2022420253893103997)  2026-02-13T21:18Z [---] followers, [----] engagements


"@VRVitaly $NBIS is trading at 3-4x sales lol. Also these metrics dont matter because the company literally started trading less than [---] years ago. So basically it is a startup making $8B this year if thats not a moat then dont know what is. $NBIS is going higher to $100B company"  
[X Link](https://x.com/CernunnosCap/status/2022757075261231267)  2026-02-14T19:37Z [---] followers, [---] engagements


"@EndicottInvests Ooo $ZETA and $PGY have been rough lately"  
[X Link](https://x.com/CernunnosCap/status/2022773670314451255)  2026-02-14T20:43Z [---] followers, [---] engagements


"$NBIS vs $IREN 🚨 THE GREAT DIVERGENCE 🚨 Sovereign Power vs. The Grid Wait Two AI infrastructure plays just dropped earnings. $NBIS (Feb 12): ARR $1.25B (beat) [----] guidance $7-9B ARR 800MW-1GW connected power on track. $IREN (Feb 5): Revenue miss on mining transition but Sweetwater April [----] energization confirmed 4.5GW secured $3.4B ARR target. $IREN is still hitting refresh on substation emails. $NBIS just said fuck the grid and built their own. Yet in the Blackwell era speed still wins. One builds its own electrons. The other waits for the utility. Heres the brutal truth on why one is a"  
[X Link](https://x.com/CernunnosCap/status/2022784138483503355)  2026-02-14T21:24Z [---] followers, [---] engagements


"VERDICT 2026s Defining Trade Grid Wait is softer post-earnings (April catalyst real) but sovereign speed is still the widow-maker edge. $NBIS = Bull case (electrons in hand $7-9B ARR guidance) $IREN = Conviction hold (massive pipeline $3.4B ARR path) Want revenue today Or grid power in weeks/months Speed is alpha. https://twitter.com/i/web/status/2022784169236103320 https://twitter.com/i/web/status/2022784169236103320"  
[X Link](https://x.com/CernunnosCap/status/2022784169236103320)  2026-02-14T21:25Z [---] followers, [---] engagements


"You're confusing 'Backup' with 'Prime Power.' These aren't Home Depot generators. Bergen B36:45V20s are continuous-duty engines designed to run 24/7/365 for a decade. Its not a band-aid; its a bypass surgery on the grid queue. While $IREN navigates ERCOT congestion $NBIS is printing compute on $0.05 gas. We don't need the grid. https://twitter.com/i/web/status/2022854342404149665 https://twitter.com/i/web/status/2022854342404149665"  
[X Link](https://x.com/CernunnosCap/status/2022854342404149665)  2026-02-15T02:03Z [---] followers, [---] engagements


"@profitandlost @qcapital2020 @chamath What The 1975-2000 returns vs 2000-2025 is vastly different which proves his point. Not if he is better than buffet or not is a different debate. And what comprehension of size lol"  
[X Link](https://x.com/CernunnosCap/status/2022855518801502306)  2026-02-15T02:08Z [---] followers, [--] engagements


"Cute numbers but lets talk reality. [--] The Curtailment Trap: That [---] rate exists because you agree to shut off. Fine for ASICs. Fatal for AI. You can't "Demand Response" a 70-day training cluster without torching the run. $NBIS pays for uptime; $IREN pays for scraps. [--] Tenant vs. Landlord: $IREN is a grid renter exposed to every Texas freeze and ERCOT spike. $NBIS owns the pipe and the plant. Cheap power is infinitely expensive when its off. That said $IREN is undeniably the king of the grid game and has a massive land moat. Just betting on speed over waiting here. Plenty of room for both to"  
[X Link](https://x.com/CernunnosCap/status/2022860315277537736)  2026-02-15T02:27Z [---] followers, [---] engagements


"@HyperTechInvest @step already has 7M users. Now imagine the bank running on @ethereum . Super efficient Tokenized assets high-yield savings account and much more. Beast Banking is here for the next generation"  
[X Link](https://x.com/CernunnosCap/status/2022887608318324910)  2026-02-15T04:16Z [---] followers, [--] engagements


"$FLNC crushing it over $EOSE Up 12% this month & still undervalued with MASSIVE energy storage potential. Analysts love it backlogs strong & global expansions on fire 🔥 Time to jump on this rocket before it moons 🌕 #CleanEnergy #StockMarket #Investing"  
[X Link](https://x.com/anyuser/status/1936081419627119083)  2025-06-20T15:19Z [---] followers, [---] engagements


"$FLNC is the next $RKLB & $ASTS Dominating Australias battery market w/ govt support & a $1T+ APAC energy transition pipeline. 40% float shorted$7 break could ignite a HUGE squeeze 📈 #CleanEnergy #ShortSqueeze #StockMarket #StockMarketRally #investing $EOSE $SPY $QQQ $TSLA"  
[X Link](https://x.com/anyuser/status/1938349584146891080)  2025-06-26T21:32Z [---] followers, [---] engagements


"$ASTS to the moon 🚀🚀🚀 @realDonaldTrump @elonmusk"  
[X Link](https://x.com/anyuser/status/1939916209363042370)  2025-07-01T05:17Z [---] followers, [---] engagements


"@meeijer $GAMB $LFMD $FLNC"  
[X Link](https://x.com/CernunnosCap/status/1941316789738275132)  2025-07-05T02:02Z [---] followers, [---] engagements


"$FLNC is soo undervalued right now $EOSE $TSLA $QQQ #investing #stocks #stockmarket #cleanenergy"  
[X Link](https://x.com/anyuser/status/1942585850531045604)  2025-07-08T14:05Z [---] followers, [---] engagements


"@alc2022 $NBIS is a much better bet than $IREN exponentially. We hope to see your video with Nebius can 100x from here video cuz its the only AI company which can successfully achieve that 😎"  
[X Link](https://x.com/anyuser/status/1944122894193504592)  2025-07-12T19:53Z [---] followers, [---] engagements


"@mvcinvesting Wow this is awesome. $NBIS is killing it with their vertical integration They control their whole AI infrastructure so they can jack up prices or cut them whenever. Total competition crusher"  
[X Link](https://x.com/anyuser/status/1944486919217590666)  2025-07-13T19:59Z [---] followers, [---] engagements


"@hypergrowth102 $HIMS $ASTS $NBIS - one of them or all will surely be the next multi trillion $ company"  
[X Link](https://x.com/anyuser/status/1946709405476475177)  2025-07-19T23:11Z [---] followers, [---] engagements


"@moninvestor $HIMS and $OSCR both $NBIS over $IREN even at gunpoint Agree with $ASTs"  
[X Link](https://x.com/anyuser/status/1946751967906164900)  2025-07-20T02:00Z [---] followers, [----] engagements


"@NighthawkTradez @joerogan @wearehims @wearehers @himshouse Oooo spicy 🌶"  
[X Link](https://x.com/anyuser/status/1946958850172576068)  2025-07-20T15:42Z [---] followers, [---] engagements


"Portfolio update 07/2025 Highly concentrated asymmetric bets 😎 $NBIS $HIMS $ASTS $FLNC $ETH $GAMB $LUNR $OSCR"  
[X Link](https://x.com/CernunnosCap/status/1947886400369791006)  2025-07-23T05:08Z [---] followers, [----] engagements


"@AlvaroMysterio $NBIS can 100x from here"  
[X Link](https://x.com/anyuser/status/1948150287203455445)  2025-07-23T22:36Z [---] followers, [---] engagements


"@himshouse Autonomous drones delivering ED at home anytime/any moment 😜"  
[X Link](https://x.com/anyuser/status/1948532048819335449)  2025-07-24T23:53Z [---] followers, [----] engagements


"@mvcinvesting $100B market cap by [----] 💪"  
[X Link](https://x.com/anyuser/status/1948755699812479039)  2025-07-25T14:42Z [---] followers, [---] engagements


"Battle of the Great Houses $HIMS $NBIS @himshouse @NebiusHouse"  
[X Link](https://x.com/anyuser/status/1949634469801177285)  2025-07-28T00:54Z [---] followers, [----] engagements


"@danielisdizzy $HIMS and $NBIS will become $100B business in the next [--] years. $NBIS optimistically in the next 2"  
[X Link](https://x.com/anyuser/status/1950031616870342934)  2025-07-29T03:12Z [---] followers, [----] engagements


"@TacticzH Selling $NBIS to buy $NVO is a huggggeeee mistake in our opinion. But good luck"  
[X Link](https://x.com/anyuser/status/1950224200007884855)  2025-07-29T15:57Z [---] followers, [----] engagements


"@thebeingintime @TheRonnieVShow @BullTradeFinder ACA or ICHRA Both favors $OSCR. Also trust the people leading the company. If you don't like them don't invest"  
[X Link](https://x.com/anyuser/status/1950703533336261030)  2025-07-30T23:42Z [---] followers, [---] engagements


"@EndicottInvests $NBIS should trade at $16.5B market cap ($69/share) or $24B ($100/share $CRWV multiples)"  
[X Link](https://x.com/anyuser/status/1950944659402076596)  2025-07-31T15:40Z [---] followers, [---] engagements


"@StockSavvyShay We hear Sovereign AI we think $NBIS @nebiusai"  
[X Link](https://x.com/anyuser/status/1950945401206649251)  2025-07-31T15:43Z [---] followers, [---] engagements


"@nebiusai @mvcinvesting another day of @nebiusai killin it"  
[X Link](https://x.com/anyuser/status/1951396946792554941)  2025-08-01T21:37Z [---] followers, [---] engagements


"@EndicottInvests We will it even easier AI infrastructure: $NBIS Cloud: $NBIS Fintech: $HOOD Self-driving: $NBIS Semiconductors/compute: $NBIS Patient-centered Healthcare: $HIMS Cybersecurity: $PANW AI/Big data: $NBIS 😎"  
[X Link](https://x.com/anyuser/status/1952024239722365255)  2025-08-03T15:10Z [---] followers, [----] engagements


"@cobraalerts $UNH is not the next $META. $UNH is in the insurance business with low margins. They will never trade for more than 1x sales multiple compared to $METAs 10x sales because of low profit margins. Even if $UNH makes $500B in [----]. The stock price wont go above $550"  
[X Link](https://x.com/anyuser/status/1952167616489165221)  2025-08-04T00:40Z [---] followers, [---] engagements


"@TheTechInvest $OSCR is the only cloud-native healthcare insurance company"  
[X Link](https://x.com/anyuser/status/1952428741109633503)  2025-08-04T17:57Z [---] followers, [---] engagements


"@JRParkernc @amitisinvesting @alc2022 Not at all. $NBIS can 100x from here"  
[X Link](https://x.com/anyuser/status/1952528907019903102)  2025-08-05T00:35Z [---] followers, [---] engagements


"@NebiusHouse @NighthawkTradez @shorepointscap Way too conservative in our opinion. We can easily achieve $60B market cap through @nebiusai guidance. AI business alone 2025: $600M on 100MW 65% util 10x sales $6.5B MC 2026(Mgmt): $6B on 1GW 65% util 10x sales $65B MC 2027: $10B on 2GW 60% util 10x sales $100B MC"  
[X Link](https://x.com/anyuser/status/1952796533591806347)  2025-08-05T18:19Z [---] followers, [---] engagements


"@himshouse We want @alc2022 the Peptide Lord to have a conversation with @hubermanlab"  
[X Link](https://x.com/anyuser/status/1953870137607745961)  2025-08-08T17:25Z [---] followers, [----] engagements


"@longoption $NBIS has engineering excellence along the likes of $GOOG $AMZN $MSFT"  
[X Link](https://x.com/anyuser/status/1953891945627234360)  2025-08-08T18:51Z [---] followers, [---] engagements


"@longoption Our post was not a bearish post about $IREN as well They are both gonna do well but $NBIS is on a different league all together"  
[X Link](https://x.com/anyuser/status/1953893487642128767)  2025-08-08T18:58Z [---] followers, [---] engagements


"@FunOfInvesting You snooze you loose @mvcinvesting tried convincing you guys 😎"  
[X Link](https://x.com/anyuser/status/1953905579766034530)  2025-08-08T19:46Z [---] followers, [---] engagements


"@fr33d3r $FLNC can do wonders to your portfolio Crazy how its a 7x opportunity right now till [----] with a conservative $3.5B/revenue at 1x sales🤠 *They have a backlog of almost $5B"  
[X Link](https://x.com/anyuser/status/1954685129009639489)  2025-08-10T23:23Z [---] followers, [----] engagements


"The Legendary @fundstrat Tom Lee said - "$ETH is the biggest macro trade of the decade". We think $ETH could compound at 50% YoY for the next [--] years. $BTC $BMNR $SBET $SOL"  
[X Link](https://x.com/CernunnosCap/status/1954752214821667057)  2025-08-11T03:50Z [---] followers, [----] engagements


"@TheRonnieVShow The zones you mapped are from a different company before November [----] - @yandexcom $NBIS started trading after November 2024"  
[X Link](https://x.com/anyuser/status/1954977687086534887)  2025-08-11T18:46Z [---] followers, [----] engagements


"@himshouse There was no need to issue this statement"  
[X Link](https://x.com/anyuser/status/1955302476288258335)  2025-08-12T16:16Z [---] followers, [----] engagements


"@NighthawkTradez Big pharma sucks and we need to rise up We elect @AndrewDudum as our savior"  
[X Link](https://x.com/anyuser/status/1955373350962016257)  2025-08-12T20:58Z [---] followers, [---] engagements


"@StockSavvyShay Remember when $UNH CEO did the same thing Frauds $UNH and $LLY"  
[X Link](https://x.com/anyuser/status/1955374545994650084)  2025-08-12T21:03Z [---] followers, [----] engagements


"@Ashcryptoreal Dont forget Tokenization adoption"  
[X Link](https://x.com/anyuser/status/1955387299564593153)  2025-08-12T21:53Z [---] followers, [---] engagements


"@NighthawkTradez Last week one of our members-a $HIMS acne moisturizer customer-never got their order. Support was incredibly cooperative. The carrier messed up HIMS canceled the already-paid subscription and let them keep [--] mon worth of product for free. Thats how you win a customer for life"  
[X Link](https://x.com/anyuser/status/1956103037224984611)  2025-08-14T21:18Z [---] followers, [---] engagements


"@TheRonnieVShow $OSCR is the most shorted as well with 33% short float. Highest in the history 🤣"  
[X Link](https://x.com/anyuser/status/1956183630407196814)  2025-08-15T02:38Z [---] followers, [----] engagements


"@danielkoss_ Also a massive play in terms of data integrity. $NBIS is the only truly global AI data center play. Everyone else is regional. The scale and capacity will be huge for AI sovereignty"  
[X Link](https://x.com/anyuser/status/1956397206346604694)  2025-08-15T16:46Z [---] followers, [---] engagements


"@MMoney642 $GAMB is super overlooked and undervalued right now It looks very much like $GOOGL in [----]. $ROOT seems exciting Regarding $HIMS we would personally Never sell a single share 😎"  
[X Link](https://x.com/anyuser/status/1957122176001478744)  2025-08-17T16:47Z [---] followers, [---] engagements


"@MrMikeInvesting $250+ is base case for $NBIS in 2027"  
[X Link](https://x.com/anyuser/status/1957151887062675498)  2025-08-17T18:45Z [---] followers, [----] engagements


"@EndicottInvests 🤣 Got a better one - *Open the portfolio* Down 6.35% *BUY MORE and close the portfolio*"  
[X Link](https://x.com/anyuser/status/1957823909090185668)  2025-08-19T15:16Z [---] followers, [---] engagements


"@YodaStockInvest None can beat $NBIS reward potential for the next [--] years"  
[X Link](https://x.com/anyuser/status/1958294599631622430)  2025-08-20T22:26Z [---] followers, [---] engagements


"@MB_Hogan $71/share = $17B market cap. $1000/share = $239B market cap. 🚀 Not impossible when as hyperscaling is where the juice is according to @romanchernin Just like @awscloud birthed an era of internet giants @nebiusai could power the next wave of AI giants"  
[X Link](https://x.com/anyuser/status/1958660757807407615)  2025-08-21T22:41Z [---] followers, [---] engagements


"@MB_Hogan Listening to Arkady in Q1 relieved us of share dilution. He seems like a shareholder friendly kind of CEO with growth mindset. Hard to find a CEO like that"  
[X Link](https://x.com/anyuser/status/1958937695608254483)  2025-08-22T17:01Z [---] followers, [---] engagements


"@TheLongInvest $HIMS $NBIS $OSCR $ETH"  
[X Link](https://x.com/anyuser/status/1958968082044788751)  2025-08-22T19:02Z [---] followers, [---] engagements


"@TheTechInvest $20+ incoming"  
[X Link](https://x.com/anyuser/status/1958978583743144141)  2025-08-22T19:44Z [---] followers, [----] engagements


"@beavinvests @TLEROY5 $NBIS is the only true vertically integrated neo-cloud. Others like $CRWV & $IREN just stitch together racks from $SMCI + cooling from elsewhere. That model wont scale profitably. In cut-throat neo-cloud controlling hardware + cooling + software is the only edge"  
[X Link](https://x.com/anyuser/status/1960424901304807562)  2025-08-26T19:31Z [---] followers, [---] engagements


"@DNV99999 $NBIS is supposed to make at least $750 in ARR this year. At $86M/mon it's 86*12=$1B. Did $IREN guide for $1B ARR from AI cloud According to their presentation they only did $200M-$250M. Most of the revenue coming from the mining business( $BTC mining is a brutal business)"  
[X Link](https://x.com/anyuser/status/1961294981605564500)  2025-08-29T05:08Z [---] followers, [---] engagements


"@moninvestor @BrettFred Cloud business $IREN is supposed to make $250M by year end $NBIS is supposed to make $750M by year end Get your facts correct $1B revenue will come from $BTC mining"  
[X Link](https://x.com/anyuser/status/1961423691314770226)  2025-08-29T13:40Z [---] followers, [---] engagements


"@RealJGBanks Fintech: $ETH Health: $OSCR $HIMS AI: $NBIS Battery & Crypto: $KULR Space: $ASTS"  
[X Link](https://x.com/anyuser/status/1961892410080080003)  2025-08-30T20:42Z [---] followers, [----] engagements


"@MB_Hogan Its showtime bois. Daddys home ( $IREN go to bed) 🤣 just kidding"  
[X Link](https://x.com/anyuser/status/1961925611666223144)  2025-08-30T22:54Z [---] followers, [---] engagements


"@FransBakker9812 @mvcinvesting @nebiusai This is ridiculous. @nebiusai already accounted for delays. Also when $NBIS talks about vertical integration they dont mean Land grid/connection etc. In fact those have very little to do with efficiency. The real efficiency comes from the stack and not the power"  
[X Link](https://x.com/anyuser/status/1962179107858571296)  2025-08-31T15:42Z [---] followers, [---] engagements


"@shelz912 @MMatters22596 $KULR s potential is massive 🚀 Artemis missions drive space demand US drone dominance powers battery growth exoskeletons could land shipping contracts and Bitcoin surges with #crypto adoption. Dilution and reverse splits are our only concerns. #Space #Drones #Exoskeletons"  
[X Link](https://x.com/anyuser/status/1962186552723009922)  2025-08-31T16:11Z [---] followers, [---] engagements


"@mvcinvesting Even in that case we would bet on @CoreWeave purely because of the existing contracts. We see - $CRWV as @Azure $NBIS as @awscloud $IREN as @digitalocean $MSFT $AMZN $DOCN"  
[X Link](https://x.com/anyuser/status/1962188062735425606)  2025-08-31T16:17Z [---] followers, [----] engagements


"@himshouse @ManOnThePen Love watching Big Pharma taking Ls 🤣 $HIMS $LLY $NVO @AndrewDudum"  
[X Link](https://x.com/anyuser/status/1962961254454333454)  2025-09-02T19:30Z [---] followers, [---] engagements


"@himshouse @ManOnThePen We remember people saying $NVO and $LLY will start with small fish set the precedence and then target $HIMS. Lmao they couldnt even handle @mochihealth and Willow"  
[X Link](https://x.com/anyuser/status/1962962090093838359)  2025-09-02T19:33Z [---] followers, [----] engagements


"@wliang $HIMS $ASTS and $OSCR"  
[X Link](https://x.com/CernunnosCap/status/1962974011245359530)  2025-09-02T20:20Z [---] followers, [----] engagements


"🚀 $CHYM ALERT: Chime Financial is IGNITING in [----] The Underdog Fintech About to DOMINATE 💥📈 In this brutal K-shaped economy 🔥 where the top 1% rockets ahead and the rest grind it out $CHYM is the LIFELINE for everyday Americans ($100K earners) fighting for financial stability Free checking ✅ SpotMe fee-free overdraft (up to $200+) 💸 Grocery store fee-free ATMs 🏧 Early direct deposits (get paid [--] days sooner) @Chime isn't just an app it's EMPOWERING millions to ditch predatory fees build credit and finally breathe 🙌 While legacy titans $JPM & $GS chase high-net-worth clients and gear"  
[X Link](https://x.com/CernunnosCap/status/2010269586331938828)  2026-01-11T08:36Z [---] followers, [---] engagements


"@YodaStockInvest Yep - theres short term noise for $HIMS but long-term it will be a great compounder. Once peptides ramp up we should see re-ratings soon. Also another company we really like for the next [--] years is $CHYM - 🚀 $CHYM ALERT: Chime Financial is IGNITING in [----] The Underdog Fintech About to DOMINATE 💥📈 In this brutal K-shaped economy 🔥 where the top 1% rockets ahead and the rest grind it out $CHYM is the LIFELINE for everyday Americans ($100K earners) fighting for financial https://t.co/ct0ArjXSl1 🚀 $CHYM ALERT: Chime Financial is IGNITING in [----] The Underdog Fintech About"  
[X Link](https://x.com/CernunnosCap/status/2010477715787559243)  2026-01-11T22:23Z [---] followers, [---] engagements


"Todays Activity - 🟢 Bought $ETOR $40 CALL 4/17 🟢 Bought $NBIS $120 CALL 4/17 🔴 Sold $MSTR $160 PUT 3/20 🔴 Sold $BMNR $28 PUT 3/20 😎 LFK 🚀 DO NOT FEAR THE DIP.BTFD"  
[X Link](https://x.com/CernunnosCap/status/2013693369025765657)  2026-01-20T19:21Z [---] followers, [---] engagements


"$MSTR MicroStrategys pivot: Perpetual Preferred Equity ($8.36B) now exceeds Convertible Debt ($8.21B). $BTC coverage at 4.4x overall breakeven ARR a mere 1.38%built for volatility. $MSTR stacking sats like a god. 📈🟠 #BitcoinTreasury $ETH $BMNR @MicroStrategy @Strategy @saylor @saylordocs $STRC Our Perpetual Preferred Equity is now larger than our Convertible Debt. $BTC https://t.co/XLtwzECr6u Our Perpetual Preferred Equity is now larger than our Convertible Debt. $BTC https://t.co/XLtwzECr6u"  
[X Link](https://x.com/CernunnosCap/status/2014055470605255123)  2026-01-21T19:20Z [---] followers, [---] engagements


"$ASTS Scotiabank Analyst Right now $BNS @scotiabank $RKLB $RDW $PL"  
[X Link](https://x.com/CernunnosCap/status/2009698704056598959)  2026-01-09T18:48Z [---] followers, [---] engagements

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