# ![@EndicottInvests Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1519860178522460163.png) @EndicottInvests Nate Endicott

Nate Endicott posts on X about $nbis, $hims, $pgy, $zeta the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::1519860178522460163/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1519860178522460163/c:line/m:interactions.svg)

- [--] Week [-------] +8%
- [--] Month [---------] +1%
- [--] Months [----------] +38%
- [--] Year [----------] +2,068%

### Mentions: [--] [#](/creator/twitter::1519860178522460163/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1519860178522460163/c:line/m:posts_active.svg)

- [--] Week [---] +18%
- [--] Month [---] +60%
- [--] Months [-----] +58%
- [--] Year [-----] +406%

### Followers: [------] [#](/creator/twitter::1519860178522460163/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1519860178522460163/c:line/m:followers.svg)

- [--] Week [------] +0.43%
- [--] Month [------] +3.50%
- [--] Months [------] +88%
- [--] Year [------] +1,514%

### CreatorRank: [-------] [#](/creator/twitter::1519860178522460163/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1519860178522460163/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  46.99% [technology brands](/list/technology-brands)  14.46% [cryptocurrencies](/list/cryptocurrencies)  #4893 [finance](/list/finance)  7.83% [countries](/list/countries)  0.6% [automotive brands](/list/automotive-brands)  0.6% [exchanges](/list/exchanges)  0.6%

**Social topic influence**
[$nbis](/topic/$nbis) #10, [$hims](/topic/$hims) #282, [$pgy](/topic/$pgy) #10, [$zeta](/topic/$zeta) #29, [ai](/topic/ai) 6.02%, [$iren](/topic/$iren) #331, [$nvda](/topic/$nvda) #301, [$meta](/topic/$meta) #54, [meta](/topic/meta) #3000, [$pltr](/topic/$pltr) 3.01%

**Top accounts mentioned or mentioned by**
[@wealthmatica](/creator/undefined) [@trevhesinvests](/creator/undefined) [@thephiloinvest](/creator/undefined) [@jjacobpeterson](/creator/undefined) [@joeytphilly](/creator/undefined) [@amitisinvesting](/creator/undefined) [@qualityinvest5](/creator/undefined) [@realmattmoney](/creator/undefined) [@finnstockinger](/creator/undefined) [@otium33](/creator/undefined) [@agenticash](/creator/undefined) [@davis_c15](/creator/undefined) [@longinvest32](/creator/undefined) [@adityainvests90](/creator/undefined) [@penguinvesting](/creator/undefined) [@alexschettino](/creator/undefined) [@jb_equities](/creator/undefined) [@jruss23x](/creator/undefined) [@austinsstocks](/creator/undefined) [@longgameequity](/creator/undefined)

**Top assets mentioned**
[Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Pagaya Technologies Ltd. Class A Ordinary Shares (PGY)](/topic/$pgy) [ZetaChain (ZETA)](/topic/$zeta) [Iris Energy Limited (IREN)](/topic/$iren) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Metadium (META)](/topic/$meta) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Novo-Nordisk (NVO)](/topic/$nvo) [Shopify Inc (SHOP)](/topic/$shop) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Microsoft Corp. (MSFT)](/topic/$msft) [RAI Finance (SOFI)](/topic/$sofi) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Salesforce Inc (CRM)](/topic/$crm) [Cloudflare, Inc. (NET)](/topic/$net) [Atlassian Corporation PLC (TEAM)](/topic/$team) [Crowdstrike Holdings Inc (CRWD)](/topic/$crwd) [TransMedics Group, Inc. Common Stock (TMDX)](/topic/$tmdx) [UiPath, Inc. (PATH)](/topic/$path) [Sezzle Inc. Common Stock (SEZL)](/topic/$sezl) [Zeta Global Holdings Corp. (ZETA)](/topic/zeta-global) [Sandisk Corporation (SNDK)](/topic/$sndk) [Oracle Corporation (ORCL)](/topic/$orcl) [Tesla, Inc. (TSLA)](/topic/$tsla) [Eli Lilly and Company (LLY)](/topic/$lly) [Asset Entities Inc. (ASST)](/topic/$asst)
### Top Social Posts
Top posts by engagements in the last [--] hours

"We don't know much about Tavily as they are a private company. $NBIS What we do know is they raised $25M in funding in August of [----]. I decided to ask Chatgpt Claude & Gemini on what it thinks the ARR could be right now based on the raise and the state of the Agentic market: Gemini: $6.5-$8.5M of ARR Chatgpt: $2.8M of ARR Claude: $2.8M of ARR Another piece we have is a website called Latka which is a SaaS Databased on startups. It suggests that Tavily did $2.8M of revenue last year. Not sure how accurate it is. Again not entirely sure how accurate this figures are but it was a fun thought"  
[X Link](https://x.com/EndicottInvests/status/2021585477317398588)  2026-02-11T14:01Z 20.5K followers, [----] engagements


"How tf did $GOOG sell off from those earnings"  
[X Link](https://x.com/EndicottInvests/status/2019180029809172901)  2026-02-04T22:43Z 20.5K followers, 14.9K engagements


"$NBIS EBIDTA Margins now 24% this quarter was 19% in Q3 10% in Q2"  
[X Link](https://x.com/EndicottInvests/status/2021919668206731389)  2026-02-12T12:09Z 20.5K followers, [----] engagements


"$NBIS confirmed their ClickHouse stake is now worth 25% Making their stake $3.75B"  
[X Link](https://x.com/EndicottInvests/status/2021942017647886469)  2026-02-12T13:38Z 20.5K followers, [----] engagements


"Okay updated watchlist: $TMDX $PATH $PGY $SEZL Any other ones I prefer founder led low-mid cap companies"  
[X Link](https://x.com/EndicottInvests/status/2008023459725799724)  2026-01-05T03:51Z 20.4K followers, 10.5K engagements


"$ZETA guided for 1.29B in revenue this year. I believe they will beat that. $ZETA guided for $1.73B in revenue for FY 26' I believe they will beat that. Why Zeta Global has had [--] Beat and Raise quarters"  
[X Link](https://x.com/EndicottInvests/status/2011581927304974718)  2026-01-14T23:31Z 20.4K followers, 24.9K engagements


"For those wondering I am looking at adding other positions as my $ZETA position is fully built out. It is now an 18-20% position and thats as far as I want to go for now"  
[X Link](https://x.com/EndicottInvests/status/2013618024641642732)  2026-01-20T14:22Z 20.4K followers, 12.5K engagements


"Loving $PGY May post a video of it tonight with some super super early DD"  
[X Link](https://x.com/EndicottInvests/status/2013750296795574561)  2026-01-20T23:07Z 20.4K followers, [----] engagements


"How I'm thinking about $PGY and why I like the name I'm still doing DD but will continue to follow the name for the next few weeks and probably add to the position. https://youtu.be/mRpXFCCRVss https://youtu.be/mRpXFCCRVss"  
[X Link](https://x.com/EndicottInvests/status/2013774113353953554)  2026-01-21T00:42Z 20.4K followers, 22.9K engagements


"I think these names will outperform In 2026: $NBIS $ZETA $PGY $TE $HIMS"  
[X Link](https://x.com/EndicottInvests/status/2015533534702600303)  2026-01-25T21:13Z 20.4K followers, 13.4K engagements


"Anyone know why $NBIS is up 5% Any news"  
[X Link](https://x.com/EndicottInvests/status/2015798012736426330)  2026-01-26T14:44Z 20.4K followers, 41.8K engagements


"@amitisinvesting Interesting. I have a feeling this will completely sell off by intra day lmao"  
[X Link](https://x.com/EndicottInvests/status/2015799233945731242)  2026-01-26T14:49Z 20.4K followers, 32.9K engagements


"Analysts expect $NBIS to grow 521% in [----] Isnt it already up too much Youre debating price Im watching MW ARR margins"  
[X Link](https://x.com/EndicottInvests/status/2016359325413847415)  2026-01-28T03:54Z 20.4K followers, 16K engagements


"Okay seriously though $NBIS cannot stay above $100 to safe its life"  
[X Link](https://x.com/EndicottInvests/status/2016551478647804404)  2026-01-28T16:38Z 20.4K followers, 25.5K engagements


"so no .25BPS cut"  
[X Link](https://x.com/EndicottInvests/status/2016595298177479091)  2026-01-28T19:32Z 20.4K followers, [----] engagements


"Looks like $NBIS is closing above $100"  
[X Link](https://x.com/EndicottInvests/status/2016604518499111385)  2026-01-28T20:09Z 20.4K followers, 10.9K engagements


"$HIMS Super Bowl ad 👀🔥 To our customers (both future and current): I have always believed that in order to change something you have to be willing to have a tough conversation. Weve done that as a company since we launched in [----] because we know progress requires honesty before it provides hope. https://t.co/83dE31hPCj To our customers (both future and current): I have always believed that in order to change something you have to be willing to have a tough conversation. Weve done that as a company since we launched in [----] because we know progress requires honesty before it provides hope."  
[X Link](https://x.com/EndicottInvests/status/2016874870760477129)  2026-01-29T14:03Z 20.4K followers, 11.5K engagements


"$HIMS Moving off the Super Bowl ad announcement from the CEO Andrew"  
[X Link](https://x.com/EndicottInvests/status/2016882895877480687)  2026-01-29T14:35Z 20.4K followers, [----] engagements


"Jesus $SNDK Some [----] $NVDA type of earnings my goodness"  
[X Link](https://x.com/EndicottInvests/status/2017010011566657715)  2026-01-29T23:00Z 20.4K followers, 19.6K engagements


"$NBIS is essentially flat since September Yet the fundamentals have 📈📈📈 Opportunity"  
[X Link](https://x.com/EndicottInvests/status/2017015219336212835)  2026-01-29T23:21Z 20.4K followers, 18.9K engagements


"I do not think $NBIS will be acquired. Unless its something insane like $100B+ Arkady knows this company will be MASSIVE if they continue on current trajectory"  
[X Link](https://x.com/EndicottInvests/status/2017237103055143217)  2026-01-30T14:02Z 20.4K followers, 26.8K engagements


"$NBIS hit $86 Sheesh"  
[X Link](https://x.com/EndicottInvests/status/2017255590980907267)  2026-01-30T15:16Z 20.4K followers, 19.3K engagements


"$META crushed Q4 Massive implications for $NBIS. $HIMS Super bowl ad. Get my thoughts on it all below https://youtu.be/oYy93xZwkdo https://youtu.be/oYy93xZwkdo"  
[X Link](https://x.com/EndicottInvests/status/2017272134347719088)  2026-01-30T16:22Z 20.4K followers, 14.2K engagements


"I still think $NBIS will be $175 I still think $ZETA will be $40+ I could be wrong but my opinion hasnt changed"  
[X Link](https://x.com/EndicottInvests/status/2017369477604671671)  2026-01-30T22:48Z 20.4K followers, 19.9K engagements


"Wait did I miss that $NBIS confirmed their earnings for February 12th LFG"  
[X Link](https://x.com/EndicottInvests/status/2017733402137358740)  2026-01-31T22:55Z 20.4K followers, 20.7K engagements


"Bullish $NBIS Were just getting started folks Oracle $ORCL said today it plans to raise $45B to $50 Billion in [----] to build additional capacity for its cloud infrastructure through a combination of debt and equity sales - Bloomberg Oracle is raising money in order to build additional capacity to meet the contracted demand https://t.co/kqgYiOzzRh Oracle $ORCL said today it plans to raise $45B to $50 Billion in [----] to build additional capacity for its cloud infrastructure through a combination of debt and equity sales - Bloomberg Oracle is raising money in order to build additional capacity"  
[X Link](https://x.com/EndicottInvests/status/2018115413498818749)  2026-02-02T00:13Z 20.4K followers, 26K engagements


"@Jruss23x @amitisinvesting @RealMattMoney @Davis_C15 Nice meeting you man"  
[X Link](https://x.com/EndicottInvests/status/2018336005191839766)  2026-02-02T14:49Z 20.4K followers, [----] engagements


"Another day another 10% swing for $NBIS"  
[X Link](https://x.com/EndicottInvests/status/2018371779933110551)  2026-02-02T17:11Z 20.5K followers, [----] engagements


"@DivesTech on $ZETA advisory board 👀👀🔥🔥 Wen $50 PT"  
[X Link](https://x.com/EndicottInvests/status/2018386783143166409)  2026-02-02T18:11Z 20.4K followers, [----] engagements


"Great work from Gen Z here More possible $NBIS expansion coming 🚨Speculation: New 22.75MW 46.8MW Colocation for $NBIS A new job posting for "Data Center IT Manager" was just made on $NBIS website with the mention of a colocation in Bthune Pas-de-Calais France. While there is not a lot of information on the topic yet there is only https://t.co/7DJiblmHGR 🚨Speculation: New 22.75MW 46.8MW Colocation for $NBIS A new job posting for "Data Center IT Manager" was just made on $NBIS website with the mention of a colocation in Bthune Pas-de-Calais France. While there is not a lot of information on"  
[X Link](https://x.com/EndicottInvests/status/2018413546149683564)  2026-02-02T19:57Z 20.4K followers, 11.9K engagements


"Fun fact when $SOFI use to offer reward points I transferred them all to stock. Its retuned 250% since I started it In October [----] Here is the rank of total returns: $PLTR - 1802% $HIMS - 272% $GOOG - 268% $SOFI - 245% $SHOP - 172% $TSLA - 72% $AMZN - 65%"  
[X Link](https://x.com/EndicottInvests/status/2018422334051279142)  2026-02-02T20:32Z 20.4K followers, [----] engagements


"$PLTR rule of [--] or 127% Growing 70% YoY Sheesh"  
[X Link](https://x.com/EndicottInvests/status/2018432125557457148)  2026-02-02T21:11Z 20.4K followers, 16.5K engagements


"$HIMS earnings Feb 23"  
[X Link](https://x.com/EndicottInvests/status/2018447305800613958)  2026-02-02T22:11Z 20.4K followers, [----] engagements


"Wow $PYPL Brutal"  
[X Link](https://x.com/EndicottInvests/status/2018682246727692455)  2026-02-03T13:45Z 20.4K followers, [----] engagements


"So is $PYPL cheap now We getting in"  
[X Link](https://x.com/EndicottInvests/status/2018685528980259288)  2026-02-03T13:58Z 20.4K followers, [----] engagements


"@AustinsStocks Totally disagree. $CRM will take much longer to dissipate"  
[X Link](https://x.com/EndicottInvests/status/2018694549179146302)  2026-02-03T14:34Z 20.4K followers, [---] engagements


"$NBIS held up SUPER well today. Loving the price action"  
[X Link](https://x.com/EndicottInvests/status/2018787604662198407)  2026-02-03T20:44Z 20.4K followers, 13.7K engagements


"Would be very upsetting to see $HIMS not buy shares in Q4 and now in Q1 2026"  
[X Link](https://x.com/EndicottInvests/status/2018815486511964214)  2026-02-03T22:34Z 20.4K followers, 11.4K engagements


"$HIMS launches early cancer detection 👀🔥🔥 "Today Hims & Hers Health Inc. (NYSE: HIMS) the leading digital health and wellness platform launched access to the Hims & Hers Multi-Cancer Test by Galleri a simple cancer screening blood test that can detect a signal for 50+ types of cancer even before symptoms appear1. This multi-cancer early detection (MCED) test combines Hims & Hers scale with GRAILs innovative cancer screening technology to dramatically increase access to proactive care." The Hims & Hers Multi-Cancer Test by Galleri looks for a shared signal of 50+ types of cancer including"  
[X Link](https://x.com/EndicottInvests/status/2019052132641431627)  2026-02-04T14:15Z 20.4K followers, [----] engagements


"Link for article: https://investors.hims.com/news/news-details/2026/Hims--Hers-Launches-Multi-Cancer-Early-Detection-Testing-Connecting-Customers-to-Cutting-Edge-Proactive-Care/default.aspx https://investors.hims.com/news/news-details/2026/Hims--Hers-Launches-Multi-Cancer-Early-Detection-Testing-Connecting-Customers-to-Cutting-Edge-Proactive-Care/default.aspx"  
[X Link](https://x.com/EndicottInvests/status/2019052134314946934)  2026-02-04T14:15Z 20.4K followers, [----] engagements


"@wealthmatica Yeah my $NBIS & $ZETA are fully built out or else Id add more"  
[X Link](https://x.com/EndicottInvests/status/2019065486416167058)  2026-02-04T15:08Z 20.4K followers, [----] engagements


"New profile pic"  
[X Link](https://x.com/EndicottInvests/status/2019204179089391843)  2026-02-05T00:19Z 20.4K followers, 13.5K engagements


"$HIMS will sell a copy of $NVO Wegovy pill at $49 per month They are not scared of a lawsuit. Interesting stuff"  
[X Link](https://x.com/EndicottInvests/status/2019412426119319790)  2026-02-05T14:06Z 20.4K followers, [----] engagements


"@FinnStockinger Hopefully that gets answered on the call"  
[X Link](https://x.com/EndicottInvests/status/2019421583325135256)  2026-02-05T14:43Z 20.4K followers, [---] engagements


"@FinnStockinger I would assume primarily $NVDA"  
[X Link](https://x.com/EndicottInvests/status/2019422808837931129)  2026-02-05T14:48Z 20.4K followers, [--] engagements


"$HIMS $NBIS $PGY $ZETA"  
[X Link](https://x.com/EndicottInvests/status/2019428446867464643)  2026-02-05T15:10Z 20.4K followers, [----] engagements


"$NBIS now a $19B company. $NBIS is now a $21B company. Here is what it comes with: - [--] year $17.4B contract with $MSFT - [--] year $3B contract with $META - Some current clients/partners with $SHOP $NET Revolut Cursor Prosus & many more - $7-9B Guidance of ARR by end of FY 26' - $3.5B of revenue https://t.co/1ctXHeND4E $NBIS is now a $21B company. Here is what it comes with: - [--] year $17.4B contract with $MSFT - [--] year $3B contract with $META - Some current clients/partners with $SHOP $NET Revolut Cursor Prosus & many more - $7-9B Guidance of ARR by end of FY 26' - $3.5B of revenue"  
[X Link](https://x.com/EndicottInvests/status/2019437026945483143)  2026-02-05T15:44Z 20.5K followers, 37K engagements


"The more I look into this $HIMS Wegovy copy the more upset I get. wtf are they doing Releasing the copy without it having the benefit of SNAC essentially makes it a dud Ive sold some ATM calls and will so moving forward"  
[X Link](https://x.com/EndicottInvests/status/2019452013885456414)  2026-02-05T16:44Z 20.4K followers, 15.9K engagements


"@Jaguarteck Yeah sorry that I do not believe"  
[X Link](https://x.com/EndicottInvests/status/2019457274205307023)  2026-02-05T17:05Z 20.4K followers, [----] engagements


"Sold out of $HIMS in the public account"  
[X Link](https://x.com/EndicottInvests/status/2019472600301219933)  2026-02-05T18:06Z 20.4K followers, 22.5K engagements


"Sold $23.50 CCs on $HIMS for tomorrow. Will continue to roll down to at the money for awhile. Ive been bullish then since [----] when I first got in at $16 but the more I read this wegovy copycat the more I realize they will continue to fight $NVO. I initially thought they would stop after round [--] I was wrong. This continues to add risk that I dont want to be apart of. So I will continue to sell ATM CCs until my shares are called. I think they will do find long term but I was wrong short term for sure. Godspeed https://twitter.com/i/web/status/2019474268313075969"  
[X Link](https://x.com/EndicottInvests/status/2019474268313075969)  2026-02-05T18:12Z 20.4K followers, 13K engagements


"@LongGameEquity @Davidrejll Thats not why Im selling Ive held $PLTR at 80% draw downs but again create your false narrative anon 🙏🏼"  
[X Link](https://x.com/EndicottInvests/status/2019495449099395163)  2026-02-05T19:36Z 20.4K followers, [--] engagements


"$HIMS I Sold out Thoughts below as to why: https://youtu.be/ZCUixgAfw8s https://youtu.be/ZCUixgAfw8s"  
[X Link](https://x.com/EndicottInvests/status/2019497582880244155)  2026-02-05T19:45Z 20.4K followers, 41.8K engagements


"@thephiloinvest @mvcinvesting not me He sold much higher than me"  
[X Link](https://x.com/EndicottInvests/status/2019508967991599123)  2026-02-05T20:30Z 20.4K followers, [---] engagements


"@jb_equities What was so bad about it"  
[X Link](https://x.com/EndicottInvests/status/2019546689577841041)  2026-02-05T23:00Z 20.4K followers, [---] engagements


"@jb_equities Ahhhh okay"  
[X Link](https://x.com/EndicottInvests/status/2019548101313475016)  2026-02-05T23:06Z 20.4K followers, [---] engagements


"$HIMS 🚨 BREAKING: FDA COMMISH MARTY MAKARY SAYS FDA WILL TAKE SWIFT ACTION AGAINST COMPANIES MASS-MARKETING ILLEGAL COPYCAT DRUGS AND CLAIMING THEY ARE SIMILAR TO FDA APPROVED PRODUCTS $HIMS $NVO $LLY https://t.co/TyBHdf3aFB 🚨 BREAKING: FDA COMMISH MARTY MAKARY SAYS FDA WILL TAKE SWIFT ACTION AGAINST COMPANIES MASS-MARKETING ILLEGAL COPYCAT DRUGS AND CLAIMING THEY ARE SIMILAR TO FDA APPROVED PRODUCTS $HIMS $NVO $LLY https://t.co/TyBHdf3aFB"  
[X Link](https://x.com/EndicottInvests/status/2019558597848625227)  2026-02-05T23:47Z 20.4K followers, 11.2K engagements


"@hypergrowth102 you got me"  
[X Link](https://x.com/EndicottInvests/status/2019803939739504862)  2026-02-06T16:02Z 20.4K followers, [---] engagements


"so which angel investors or VCs fund this company Let me know when they pivot from AI Inference compute as their primary source of revenue. Lmk when they create a "new market". Not saying its not a risk investment they're not profitable so by any measure this is a risk. But its not a startup lol Lmk which startup you know is forecasting 8B in ARR by the end of this year. https://twitter.com/i/web/status/2019804534118220006 https://twitter.com/i/web/status/2019804534118220006"  
[X Link](https://x.com/EndicottInvests/status/2019804534118220006)  2026-02-06T16:05Z 20.4K followers, [--] engagements


"@dimas_pyrros Both will win"  
[X Link](https://x.com/EndicottInvests/status/2019806642897084442)  2026-02-06T16:13Z 20.4K followers, [---] engagements


"This is exactly why I sold $HIMS 🚨 BREAKING: $HIMS REFERRED TO DOJ FOR POTENTIAL VIOLATIONS OF FEDERAL FOOD DRUG AND COSMETIC ACT https://t.co/E1lKKs8XIS 🚨 BREAKING: $HIMS REFERRED TO DOJ FOR POTENTIAL VIOLATIONS OF FEDERAL FOOD DRUG AND COSMETIC ACT https://t.co/E1lKKs8XIS"  
[X Link](https://x.com/EndicottInvests/status/2019893779789132021)  2026-02-06T21:59Z 20.4K followers, 23.1K engagements


"$HIMS bears you deserve this one You won the battle"  
[X Link](https://x.com/EndicottInvests/status/2019908120282022216)  2026-02-06T22:56Z 20.4K followers, [----] engagements


"He didnt warn you about $ASST though Tried to warn the kids about HIMS. Investing is a grown up adult business. If you break the law and commit fraud bigger companies and regulators will take you down. This was perfectly predictable if you were paying attention. Tried to warn the kids about HIMS. Investing is a grown up adult business. If you break the law and commit fraud bigger companies and regulators will take you down. This was perfectly predictable if you were paying attention"  
[X Link](https://x.com/EndicottInvests/status/2020144410156044754)  2026-02-07T14:35Z 20.4K followers, 10.8K engagements


"Why do you follow me NBIS PGY Other(gym music etc) ZETA NBIS PGY Other(gym music etc) ZETA"  
[X Link](https://x.com/EndicottInvests/status/2020148036962328749)  2026-02-07T14:49Z 20.4K followers, [----] engagements


"@wealthmatica @QualityInvest5 Which would they get rid of first Switching costs Harder to replace IMO $TEAM goes first but I hear you"  
[X Link](https://x.com/EndicottInvests/status/2020148212909142177)  2026-02-07T14:50Z 20.4K followers, [---] engagements


"@topsecretstocks Bro is just like @TheLongInvest egotistical maniacs"  
[X Link](https://x.com/EndicottInvests/status/2020148625641291985)  2026-02-07T14:52Z 20.4K followers, [---] engagements


"@otium33 My guy he was tweeting about it in September it was $178 its down 90%+ like come on lol He deletes tweets etc if you cant see through him idk how else to help you"  
[X Link](https://x.com/EndicottInvests/status/2020167526269723013)  2026-02-07T16:07Z 20.4K followers, [---] engagements


"@Purpleskurp @QualityInvest5 Point is they arent the only ones I use a PM tool as well. There is only one $CRWD one $PLTR etc"  
[X Link](https://x.com/EndicottInvests/status/2020201830681076156)  2026-02-07T18:23Z 20.4K followers, [---] engagements


"Post workout meal"  
[X Link](https://x.com/EndicottInvests/status/2020215714674626896)  2026-02-07T19:18Z 20.4K followers, [----] engagements


"Wow $HIMS team actually listened. Good on them. Since launching the compounded semaglutide pill on our platform weve had constructive conversations with stakeholders across the industry. As a result we have decided to stop offering access to this treatment. We remain committed to the millions of Americans who depend on us Since launching the compounded semaglutide pill on our platform weve had constructive conversations with stakeholders across the industry. As a result we have decided to stop offering access to this treatment. We remain committed to the millions of Americans who depend on us"  
[X Link](https://x.com/EndicottInvests/status/2020216644518150548)  2026-02-07T19:22Z 20.4K followers, 19.1K engagements


"@NomMiniman Just a bowl of it"  
[X Link](https://x.com/EndicottInvests/status/2020216693759369508)  2026-02-07T19:22Z 20.4K followers, [--] engagements


"Another $100 to the public account"  
[X Link](https://x.com/EndicottInvests/status/2020520059169366409)  2026-02-08T15:28Z 20.4K followers, 10.5K engagements


"$HIMS looks like a 6x is coming soon . $HIMS remains a strong buy before its earnings takes place after close on Monday. Retesting its [---] SMA every time this happens it results in a major bounce. This time around $HIMS can see a 20/30% pop on earnings. $120+ is incoming early next year. Mark my words. https://t.co/mVQzlgjStC $HIMS remains a strong buy before its earnings takes place after close on Monday. Retesting its [---] SMA every time this happens it results in a major bounce. This time around $HIMS can see a 20/30% pop on earnings. $120+ is incoming early next year. Mark my words."  
[X Link](https://x.com/EndicottInvests/status/2020528818885206368)  2026-02-08T16:03Z 20.4K followers, 33.2K engagements


"Looks like an $IREN shareholder got ahold of the box before it got delivered 🤣🤣🤣"  
[X Link](https://x.com/EndicottInvests/status/2020567315960476142)  2026-02-08T18:36Z 20.4K followers, [----] engagements


"@DrTomsLens Why did he comment 👀 the day before he knew a pre-planned sale was happening"  
[X Link](https://x.com/EndicottInvests/status/2020709587750719582)  2026-02-09T04:01Z 20.4K followers, [----] engagements


"Exactly why I sold $HIMS 🚨 BREAKING: NOVO NORDISK SUES $HIMS https://t.co/cFaF9d3IBl 🚨 BREAKING: NOVO NORDISK SUES $HIMS https://t.co/cFaF9d3IBl"  
[X Link](https://x.com/EndicottInvests/status/2020854734572154903)  2026-02-09T13:38Z 20.4K followers, 23.2K engagements


"Looks like SaaS and all AI Infra is seeing big move up today $NBIS $NVDA $IREN $AMD etc"  
[X Link](https://x.com/EndicottInvests/status/2020890556168126885)  2026-02-09T16:00Z 20.4K followers, [----] engagements


"@devang_shah why"  
[X Link](https://x.com/EndicottInvests/status/2020910164920893770)  2026-02-09T17:18Z 20.4K followers, [---] engagements


"@Tylerp270 $NBIS then $ZETA"  
[X Link](https://x.com/EndicottInvests/status/2020976752345170346)  2026-02-09T21:43Z 20.4K followers, [---] engagements


"Live with a bunch of fellas Come hang talking $ZETA $PGY etc https://www.youtube.com/live/YMpP0FTTQ1ssi=7lPySnSoqyYhv0eQ https://www.youtube.com/live/YMpP0FTTQ1ssi=7lPySnSoqyYhv0eQ"  
[X Link](https://x.com/EndicottInvests/status/2021004223094325723)  2026-02-09T23:32Z 20.4K followers, [----] engagements


"$NBIS Agreed to acquire AI agent search company Tavily for $275M 🔥🔥 "Tavily a make of software that helps artificial intelligence agents search for up-to date information needed for tasks like coding and financial trading." Source: Bloomberg SUPER INTERESTING"  
[X Link](https://x.com/EndicottInvests/status/2021230748280164423)  2026-02-10T14:32Z 20.5K followers, [----] engagements


"@AgenticAsh gotcha"  
[X Link](https://x.com/EndicottInvests/status/2021235398773510621)  2026-02-10T14:50Z 20.5K followers, [--] engagements


"Wow $NBIS already allows you to use their new acquisition. Love it. It was just a question of time:) https://t.co/Qv2BHRz8XC It was just a question of time:) https://t.co/Qv2BHRz8XC"  
[X Link](https://x.com/EndicottInvests/status/2021236511639793724)  2026-02-10T14:55Z 20.5K followers, 13.6K engagements


"@trevhesinvests Glad you have some shares"  
[X Link](https://x.com/EndicottInvests/status/2021253265321513225)  2026-02-10T16:01Z 20.4K followers, [--] engagements


"@trevhesinvests it happned last night LOL"  
[X Link](https://x.com/EndicottInvests/status/2021258846652531031)  2026-02-10T16:23Z 20.5K followers, [--] engagements


"My $HIMS & $NBIS positions are built out. Anyone have some good undervalued plays I hate having cash lol"  
[X Link](https://x.com/EndicottInvests/status/1953103386850550096)  2025-08-06T14:38Z 20.5K followers, 119.3K engagements


"Were at a crossroads right now where SOME software might be killed. My man @QualityInvest5 made a great point last night saying the difference is mission critical software vs not Mission critical: $CRWD $CRM $NOW Not: $TEAM $MNDY $AMPL"  
[X Link](https://x.com/EndicottInvests/status/2020145760663146889)  2026-02-07T14:40Z 20.5K followers, 13.7K engagements


"@dsteinberg10000 No David LFG"  
[X Link](https://x.com/EndicottInvests/status/2021347974979387407)  2026-02-10T22:18Z 20.5K followers, [----] engagements


"$NBIS WHAT. A. QUARTER"  
[X Link](https://x.com/EndicottInvests/status/2021921318770274811)  2026-02-12T12:16Z 20.5K followers, 12.7K engagements


"Man I remember getting a lot of hate when I moved my $NVDA to $NBIS July of last year Since then: $NVDA: 6%📈 (sold at $175) $NBIS: 61%📈 (bought at $52)"  
[X Link](https://x.com/EndicottInvests/status/2020517048552395062)  2026-02-08T15:16Z 20.5K followers, 14.4K engagements


"Thank you $NBIS team 📈📈📈"  
[X Link](https://x.com/EndicottInvests/status/2020566434976325722)  2026-02-08T18:32Z 20.5K followers, 23.4K engagements


"Just some of the companies Tavily works with $NBIS"  
[X Link](https://x.com/EndicottInvests/status/2021417228802142296)  2026-02-11T02:53Z 20.5K followers, 20.4K engagements


"$NBIS has NOT used the At the market capital program"  
[X Link](https://x.com/EndicottInvests/status/2021936954925809898)  2026-02-12T13:18Z 20.5K followers, [----] engagements


"So that was probably $NBIS best quarter to date right"  
[X Link](https://x.com/EndicottInvests/status/2022085323686396266)  2026-02-12T23:08Z 20.5K followers, 10.3K engagements


"Im up 20% YTD Mainly thanks to $NBIS & $ZETA but theres no way this lasts"  
[X Link](https://x.com/EndicottInvests/status/2008908068218638536)  2026-01-07T14:26Z 20.5K followers, 26.8K engagements


"Morgan Stanley initiates a position in $NBIS with an Equal weight rating and a price target of $126.00. Morgan Stanley expressed some skepticism about Nebius Groups $7-9 billion annual recurring revenue target for Q4 [----] describing it as "optimistic" and questioning what the company would need to do to outperform expectations given that EBIT will remain pressured in coming years due to increasing depreciation. $NBIS up 2.5% on the news it seems https://twitter.com/i/web/status/2011811306882363746 https://twitter.com/i/web/status/2011811306882363746"  
[X Link](https://x.com/EndicottInvests/status/2011811306882363746)  2026-01-15T14:42Z 20.5K followers, 13.6K engagements


"So why Is the market taking a dump $NBIS $ZETA $HIMS $PGY $TE"  
[X Link](https://x.com/EndicottInvests/status/2016891901949993271)  2026-01-29T15:11Z 20.5K followers, 35.8K engagements


"Bought more $PGY"  
[X Link](https://x.com/EndicottInvests/status/2018322638595117354)  2026-02-02T13:56Z 20.5K followers, [----] engagements


"This SaaS sell off is nuts $PGY $HIMS and $ZETA taking a beating again today. This won't last forever"  
[X Link](https://x.com/EndicottInvests/status/2018722752195178666)  2026-02-03T16:26Z 20.5K followers, 30.4K engagements


"Brutal out there $PGY down 10% on no news $ZETA down 9% on no news $HIMS down 7% on no news We close to a bottom"  
[X Link](https://x.com/EndicottInvests/status/2018758503448432640)  2026-02-03T18:48Z 20.5K followers, 27.6K engagements


"These are times as an investor when knowing what you hold is all that matters. $NBIS at $83 is undervalued $ZETA at $16.50 is undervalued $PGY at $17.70 is undervalued $HIMS at $25 is undervalued"  
[X Link](https://x.com/EndicottInvests/status/2019062103231938732)  2026-02-04T14:54Z 20.5K followers, 15.1K engagements


"So $GOOG & $META Capex spend beat estimates Yeah sorry the AI bubble isnt popping anytime soon Were just getting started mega bullish $NBIS"  
[X Link](https://x.com/EndicottInvests/status/2019180618886545903)  2026-02-04T22:45Z 20.5K followers, [----] engagements


"When $HIMS x $NVO first ended I remember hearing "litigation risk" or "lawsuit incoming". We're now 7+ months from that event and still no law suit"  
[X Link](https://x.com/EndicottInvests/status/2019417853213241415)  2026-02-05T14:28Z 20.5K followers, [----] engagements


"$HIMS X $NVO beef continues Our track record speaks for itself and is why weve been able to help nearly 2.5M customers access care personalized to their needs. Were focused on bringing more access more positive outcomes and more choice to customers everywhere. Thats as true today as it was at our Our track record speaks for itself and is why weve been able to help nearly 2.5M customers access care personalized to their needs. Were focused on bringing more access more positive outcomes and more choice to customers everywhere. Thats as true today as it was at our"  
[X Link](https://x.com/EndicottInvests/status/2019464275798999319)  2026-02-05T17:32Z 20.5K followers, [----] engagements


"$IREN bloodbath 💀💀"  
[X Link](https://x.com/EndicottInvests/status/2019545487179948523)  2026-02-05T22:55Z 20.5K followers, 11K engagements


"So do I say anything $NBIS $ZETA $PGY $TE 👀"  
[X Link](https://x.com/EndicottInvests/status/2019784064606113829)  2026-02-06T14:43Z 20.5K followers, [----] engagements


"That $IREN swing was INSANE down 25% to up 5% today"  
[X Link](https://x.com/EndicottInvests/status/2019805323712958517)  2026-02-06T16:08Z 20.5K followers, [----] engagements


"Remember $IREN $NBIS is and will always be big bro. Q4 will remind you of this. That $17M in AI revenue was cute though"  
[X Link](https://x.com/EndicottInvests/status/2019806468086829129)  2026-02-06T16:12Z 20.5K followers, 19.8K engagements


"$PGY earnings Monday morning LFG"  
[X Link](https://x.com/EndicottInvests/status/2019874072524386551)  2026-02-06T20:41Z 20.5K followers, [----] engagements


"Going live with @samsolid57 come hang Talking $HIMS $NBIS and having fun"  
[X Link](https://x.com/EndicottInvests/status/2019935459623797247)  2026-02-07T00:45Z 20.5K followers, [----] engagements


"Come hang with some nerds on a Friday night Talking $HIMS $ZETA $NBIS and maybe some $PGY https://youtube.com/live/mUjcJskRizU https://youtube.com/live/mUjcJskRizU"  
[X Link](https://x.com/EndicottInvests/status/2019939475728761113)  2026-02-07T01:01Z 20.5K followers, [----] engagements


"Announced a new name in the middle of recording for the public portfolio Talked $HIMS $ZETA $NBIS & more. Find out here: https://youtu.be/S6k7GOm87Zk https://youtu.be/S6k7GOm87Zk"  
[X Link](https://x.com/EndicottInvests/status/2020181626706387380)  2026-02-07T17:03Z 20.5K followers, [----] engagements


"@samsolid57 $PGY"  
[X Link](https://x.com/EndicottInvests/status/2020519724627431543)  2026-02-08T15:26Z 20.5K followers, [----] engagements


"$PGY Rev: $335M v $348M expected 🔴 EPS: .80 v .77 expected 🟢"  
[X Link](https://x.com/EndicottInvests/status/2020840827426164904)  2026-02-09T12:42Z 20.5K followers, [----] engagements


"$PGY guide for [----] and Q1 2026"  
[X Link](https://x.com/EndicottInvests/status/2020854447065154046)  2026-02-09T13:37Z 20.5K followers, [----] engagements


"$PGY trades at under [--] P/S"  
[X Link](https://x.com/EndicottInvests/status/2020872056972140648)  2026-02-09T14:46Z 20.5K followers, 19K engagements


"Bought [---] shares of $PGY Forgot to screenshot lol"  
[X Link](https://x.com/EndicottInvests/status/2020876457929503201)  2026-02-09T15:04Z 20.5K followers, [----] engagements


"$PGY Earnings: Not bad not great. My thoughts below: https://youtu.be/pZaOzjXxnRE https://youtu.be/pZaOzjXxnRE"  
[X Link](https://x.com/EndicottInvests/status/2020908427577274419)  2026-02-09T17:11Z 20.5K followers, [----] engagements


"I will dive deep into Tavily tonight. Overall I like the direction $NBIS is heading and the way they are thinking about their value proposition. Company fundamentals keep improving"  
[X Link](https://x.com/EndicottInvests/status/2021250022029853157)  2026-02-10T15:48Z 20.5K followers, [----] engagements


"@WealthyReadings Yeah hopefully we get some more insights. Over [--] million SDK downloads used by AWS mongoDB IBM & others. They are in [--] markets NYC Tel Aviv & Abu Dhabi so I see why $NBIS liked them http://Monday.com http://Monday.com"  
[X Link](https://x.com/EndicottInvests/status/2021280543116025885)  2026-02-10T17:50Z 20.5K followers, [---] engagements


"$ZETA earnings confirmed for Feb 24th LFG"  
[X Link](https://x.com/EndicottInvests/status/2021340323025388015)  2026-02-10T21:47Z 20.5K followers, [----] engagements


"@jjacobpeterson 20%"  
[X Link](https://x.com/EndicottInvests/status/2021343171490480312)  2026-02-10T21:59Z 20.5K followers, [---] engagements


"Man Im PUMPED for $NBIS Thursday morning. Ill be live of course"  
[X Link](https://x.com/EndicottInvests/status/2021357943606870140)  2026-02-10T22:57Z 20.5K followers, 12.3K engagements


"@jjacobpeterson Because I went into it with $ I didnt need the understanding that it will take me awhile to really understand the markets and a 5+ time horizon. I was down 50% on $SOFI & $PLTR in [----] so I feel your pain man 🤝"  
[X Link](https://x.com/EndicottInvests/status/2021400307738214814)  2026-02-11T01:46Z 20.5K followers, [---] engagements


"@JoeyTphilly I think with all the capex they need to do theyre going to have to dilute"  
[X Link](https://x.com/EndicottInvests/status/2021427587394961584)  2026-02-11T03:34Z 20.5K followers, [--] engagements


"@JoeyTphilly Yeah I think its inevitable by they do have $3-$4B of their clickhouse stake they could sell 👀"  
[X Link](https://x.com/EndicottInvests/status/2021429102163759384)  2026-02-11T03:40Z 20.5K followers, [--] engagements


"@Kross_Roads @zain_hoda @FunOfInvesting Clickhouse is a beast"  
[X Link](https://x.com/EndicottInvests/status/2021639541157773681)  2026-02-11T17:36Z 20.5K followers, [---] engagements


"@No1caresellmore fair def some pressure from the possible FED chair"  
[X Link](https://x.com/EndicottInvests/status/2020910303769203161)  2026-02-09T17:18Z 20.5K followers, [---] engagements


"Live tonight with my man Aria Talking $ZETA $PGY etc Will be doing my first ever stream with the following gentlemen in a few hours and discussing: $ZETA $PGY earnings SaaS selloff Earnings preview Investor temperament amid a selloff And other topics be sure to tune in (YT link in bio) https://t.co/a0yZiOojOf Will be doing my first ever stream with the following gentlemen in a few hours and discussing: $ZETA $PGY earnings SaaS selloff Earnings preview Investor temperament amid a selloff And other topics be sure to tune in (YT link in bio) https://t.co/a0yZiOojOf"  
[X Link](https://x.com/EndicottInvests/status/2020940946591138254)  2026-02-09T19:20Z 20.5K followers, [----] engagements


"Watch this before $NBIS Q4 earnings tomorrow https://youtu.be/YkAAvlcaqKE https://youtu.be/YkAAvlcaqKE"  
[X Link](https://x.com/EndicottInvests/status/2021728766301470784)  2026-02-11T23:31Z 20.5K followers, [----] engagements


"who we taking on the super bowl tn Seahawks by AT LEAST [--] Final score prediction: [--] - 13"  
[X Link](https://x.com/EndicottInvests/status/2020596122524467496)  2026-02-08T20:30Z 20.5K followers, [----] engagements


"$NBIS is up 83.43% YTD but I still think the upside is just beginning. Most investors would look at a stock thats nearly doubled in six months and assume the easy gains are over. I dont. I think Nebius is just getting started. This isnt a story about chasing momentum. Its a story about what happens when a company combines world-class engineering customer obsession capital discipline and full-stack control all aimed at solving the single biggest bottleneck in AI: infrastructure. No debt. Over $1.4B in cash. Zero reliance on any one customer. And a founder who has built a multibillion-dollar"  
[X Link](https://x.com/anyuser/status/1949132187539755091)  2025-07-26T15:38Z 20.5K followers, 269.7K engagements


"Feels like Im seeing so much $NBIS news with colocation expansion new customers new hirings etc. Theyre firing on all cylinders and the writing is on the wall IMO. Pumped for next earnings"  
[X Link](https://x.com/EndicottInvests/status/2018703104447783013)  2026-02-03T15:08Z 20.5K followers, 13.7K engagements


"The first time $NBIS hit $90 was post the $20B Microsoft deal. A lot has happened since now and then"  
[X Link](https://x.com/EndicottInvests/status/2018861075916329118)  2026-02-04T01:36Z 20.5K followers, 16.9K engagements


"$NBIS is now a $21B company. Here is what it comes with: - [--] year $17.4B contract with $MSFT - [--] year $3B contract with $META - Some current clients/partners with $SHOP $NET Revolut Cursor Prosus & many more - $7-9B Guidance of ARR by end of FY 26' - $3.5B of revenue from analysts for [----] $8.2B for [----] - Mid 20% EBIT margins guide from management in the mid term - Founding team run by engineers who previously ran the Google of Russia Yandex. Oh and thats just their cloud business. You also get: - 28% stake in Clickhouse with the stake now worth $4.2B - 83% stake in Avride an autonomous"  
[X Link](https://x.com/EndicottInvests/status/2019256601002103024)  2026-02-05T03:47Z 20.5K followers, 69.8K engagements


"$NBIS is developing "State-of-the-art" AI factory with capacity of up to [---] GW🔥🔥 - Four building campus with a total capacity of [---] GW - Project will connect to Independence Power & Light the city's municipally owned utility - Closed-loop cooling system which requires a one-time fill of approximately 1.4m gallons per [---] MW building -Noise minimizing technology https://twitter.com/i/web/status/2019416687867555849 https://twitter.com/i/web/status/2019416687867555849"  
[X Link](https://x.com/EndicottInvests/status/2019416687867555849)  2026-02-05T14:23Z 20.5K followers, [----] engagements


"$AMZN doing $200B of capex vs $146B of capex expected. Yeah AI Infra📈 $NBIS $IREN $CIFR"  
[X Link](https://x.com/EndicottInvests/status/2019517514515124729)  2026-02-05T21:04Z 20.5K followers, 11.3K engagements


"$NBIS now a $17B company LMAO $NBIS now a $19B company. $NBIS now a $19B company"  
[X Link](https://x.com/EndicottInvests/status/2019525322094559627)  2026-02-05T21:35Z 20.5K followers, 19.8K engagements


"honestly jk im too lazy. godspeed $IREN holders down 50% in a week is rough. Might be us next week LMAO $NBIS Okay I will do everyone the service of listenting to the $IREN just to see why this thing sold off 25% Okay I will do everyone the service of listenting to the $IREN just to see why this thing sold off 25%"  
[X Link](https://x.com/EndicottInvests/status/2019556311906881763)  2026-02-05T23:38Z 20.5K followers, 22.5K engagements


"$NBIS is so undervalued IMO I explain why here: https://youtu.be/a5ToSGgyrPY https://youtu.be/a5ToSGgyrPY"  
[X Link](https://x.com/EndicottInvests/status/2019855603968229783)  2026-02-06T19:27Z 20.5K followers, [----] engagements


"I see why AI Infra is moving now $NBIS 🚨BREAKING: ANTHROPIC LOOKS TO SECURE [--] GIGAWATTS OF CAPACITY FOR FUTURE AI DATA CENTERS https://t.co/1woxOd4nyr 🚨BREAKING: ANTHROPIC LOOKS TO SECURE [--] GIGAWATTS OF CAPACITY FOR FUTURE AI DATA CENTERS https://t.co/1woxOd4nyr"  
[X Link](https://x.com/EndicottInvests/status/2020948473982464067)  2026-02-09T19:50Z 20.5K followers, 31.2K engagements


"$NBIS really wants to be the full stack service for AI inference compute Man oh man was this acquisition a nice step towards that. Ill drop the video tomorrow"  
[X Link](https://x.com/EndicottInvests/status/2021410741698593088)  2026-02-11T02:27Z 20.5K followers, [----] engagements


"jk im dropping the $NBIS Video tonight"  
[X Link](https://x.com/EndicottInvests/status/2021417687772278996)  2026-02-11T02:55Z 20.5K followers, [----] engagements


"$ZETA wants $25 after hours"  
[X Link](https://x.com/EndicottInvests/status/2008362612245819638)  2026-01-06T02:18Z 20.5K followers, [----] engagements


"$HIMS losing most of its premarket gain"  
[X Link](https://x.com/EndicottInvests/status/2019059857341477208)  2026-02-04T14:45Z 20.5K followers, 28.7K engagements


"Buying more $PGY"  
[X Link](https://x.com/EndicottInvests/status/2019061004437496247)  2026-02-04T14:50Z 20.5K followers, [----] engagements


"$NVDA has essentially been flat since July of last year The most important company for this AI build out has not moved in [--] months Wild"  
[X Link](https://x.com/EndicottInvests/status/2020182457199554760)  2026-02-07T17:06Z 20.5K followers, 20.8K engagements


"Guys what if $NBIS $7-$9B ARR is a sandbag Imagine"  
[X Link](https://x.com/EndicottInvests/status/2021061107042091356)  2026-02-10T03:18Z 20.5K followers, 31K engagements


"Do i get certified on Tavily $NBIS I just saw it on their website 👀👀"  
[X Link](https://x.com/EndicottInvests/status/2021417404526698601)  2026-02-11T02:54Z 20.5K followers, [----] engagements


"We're seeing a sell off NO MATTER the earnings caliber. $SHOP crushed. doesn't matter. Be prepared for some volatility tomorrow for $NBIS as well"  
[X Link](https://x.com/EndicottInvests/status/2021676004637380940)  2026-02-11T20:01Z 20.5K followers, 16.1K engagements


"$NBIS up 2.5% pre-marekt Numbers come out soon"  
[X Link](https://x.com/EndicottInvests/status/2021915100832313423)  2026-02-12T11:51Z 20.5K followers, [----] engagements


"$NBIS Q4 EARNINGS: Rev: $227M vs $242.8M Expected EPS: -.68 EPS vs $-.44 EPS Expected"  
[X Link](https://x.com/EndicottInvests/status/2021917905143947559)  2026-02-12T12:02Z 20.5K followers, 14.1K engagements


"$NBIS "Our ARR target is NOT contingent upon any hyperscaler or mega deals" $7-$9B could be sandbagged"  
[X Link](https://x.com/EndicottInvests/status/2021945763035553794)  2026-02-12T13:53Z 20.5K followers, 21.3K engagements


"Overall super happy with this $NBIS quarter. Yet again another quarter of straight execution. I will drop a video later today on my thoughts and reviewing the quarter"  
[X Link](https://x.com/EndicottInvests/status/2021957575928123569)  2026-02-12T14:40Z 20.5K followers, [----] engagements


"This SaaS sell off is NUTS $NBIS is holding up well compared to the rest of my port $ZETA down 6% $PGY down 5% $TE down 12% $META down 3% $AMZN down 3% Even $NVDA is down .5%"  
[X Link](https://x.com/EndicottInvests/status/2021977821200142654)  2026-02-12T16:00Z 20.5K followers, 12.3K engagements


"$NBIS missed Q4 but that doesn't tell the entire story. Guidance was phenomenal. Watch my thoughts here: https://youtu.be/xctyu7gdd0Y https://youtu.be/xctyu7gdd0Y"  
[X Link](https://x.com/EndicottInvests/status/2022038777884291149)  2026-02-12T20:03Z 20.5K followers, [----] engagements


"$NBIS has been my highest conviction play since July of last year Today just reaffirmed that even more"  
[X Link](https://x.com/EndicottInvests/status/2022115558645543086)  2026-02-13T01:08Z 20.5K followers, [----] engagements


"@FransBakker9812 We dont know the GPUs being used so its a useless comparison"  
[X Link](https://x.com/EndicottInvests/status/2022319849486114956)  2026-02-13T14:39Z 20.5K followers, [---] engagements


"At least 60% of $NBIS capex build out will funded by cash flow. $MSFT and others are literally paying them up front to build. They also have their subsidiaries they can use to fund more. Clickhouse stake is worth $3.75B Dilution and debt is still likely but much less than I previously thought. https://twitter.com/i/web/status/2022326912446603434 https://twitter.com/i/web/status/2022326912446603434"  
[X Link](https://x.com/EndicottInvests/status/2022326912446603434)  2026-02-13T15:08Z 20.5K followers, [----] engagements


"Okay I will do everyone the service of listenting to the $IREN just to see why this thing sold off 25%"  
[X Link](https://x.com/EndicottInvests/status/2019553015032877211)  2026-02-05T23:25Z 20.5K followers, 42.7K engagements


"@BKJYK1287 👀👀"  
[X Link](https://x.com/EndicottInvests/status/2022335302665380117)  2026-02-13T15:41Z 20.5K followers, [---] engagements


"$NBIS team is expecting to reach 40% adjusted EBITDA margin in 2026"  
[X Link](https://x.com/EndicottInvests/status/2021946428520817061)  2026-02-12T13:56Z 20.5K followers, [----] engagements


"$NBIS GREEN"  
[X Link](https://x.com/EndicottInvests/status/2021963982244839822)  2026-02-12T15:05Z 20.5K followers, [----] engagements


"@dsteinberg10000 @ZetaGlobal Lets go David"  
[X Link](https://x.com/EndicottInvests/status/2022371757777199313)  2026-02-13T18:06Z 20.5K followers, [---] engagements

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