[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @EnergyCredit1 Jeff Davies, the Energy OG Jeff Davies, the Energy OG posts on X about $nbis, clickhouse, og, soda the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours. ### Engagements: XXXXXX [#](/creator/twitter::3627156434/interactions)  - X Week XXXXXX +351% - X Month XXXXXXX +207% - X Months XXXXXXXXX +436% - X Year XXXXXXXXX +44% ### Mentions: XX [#](/creator/twitter::3627156434/posts_active)  - X Months XXX +31% - X Year XXX +20% ### Followers: XXXXXX [#](/creator/twitter::3627156434/followers)  - X Week XXXXXX +0.11% - X Month XXXXXX +0.23% - X Months XXXXXX +1.50% - X Year XXXXXX +2.60% ### CreatorRank: XXXXXXX [#](/creator/twitter::3627156434/influencer_rank)  ### Social Influence [#](/creator/twitter::3627156434/influence) --- **Social category influence** [stocks](/list/stocks) [technology brands](/list/technology-brands) [finance](/list/finance) [celebrities](/list/celebrities) [automotive brands](/list/automotive-brands) [countries](/list/countries) [cryptocurrencies](/list/cryptocurrencies) **Social topic influence** [$nbis](/topic/$nbis) #35, [clickhouse](/topic/clickhouse), [og](/topic/og) #289, [soda](/topic/soda) #314, [waymo](/topic/waymo) #35, [$iren](/topic/$iren), [$100mil](/topic/$100mil), [open ai](/topic/open-ai), [robotics](/topic/robotics), [1b](/topic/1b) **Top assets mentioned** [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Iris Energy Limited Ordinary Shares (IREN)](/topic/$iren) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Applovin Corporation (APP)](/topic/$app) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Datadog Inc (DDOG)](/topic/$ddog) [FANG Token (FANG)](/topic/$fang) [Shopify Inc (SHOP)](/topic/$shop) [PepsiCo, Inc. (PEP)](/topic/$pep) [Goldman Sachs (GS)](/topic/goldman-sachs) [Tesla, Inc. (TSLA)](/topic/tesla) [CoreWeave, Inc. (CRWV)](/topic/$crwv) ### Top Social Posts [#](/creator/twitter::3627156434/posts) --- Top posts by engagements in the last XX hours "Who cares. nobody should be drinking much soda regardless"  [@EnergyCredit1](/creator/x/EnergyCredit1) on [X](/post/tweet/1947003003262898417) 2025-07-20 18:37:44 UTC 37.7K followers, 2720 engagements "$NBIS $DDOG downgraded on fears they are going to lose OpenAI biz Who just wrote about OpenAIs observably platform Clickhouse 40x multiple on $100mil move from DDOG to CH would add 4b value. Clickhouse just raised at 6b Continue to believe the entirety of $NBIS mkt cap today will be covered by non DC biz two years fwd"  [@EnergyCredit1](/creator/x/EnergyCredit1) on [X](/post/tweet/1942715717943439466) 2025-07-08 22:41:35 UTC 37.7K followers, 4404 engagements "$NBIS Avride -Local news story from one day ago -Avride testing a "few dozen" AVs in Austin currently with drivers -Expect XXX vehicles by YE - Driverless in Dallas by YE - AV + robotics complementary"  [@EnergyCredit1](/creator/x/EnergyCredit1) on [X](/post/tweet/1946323806106362060) 2025-07-18 21:38:50 UTC 37.7K followers, 8619 engagements "$PSIX a 65-bagger over the last year gotta be best AI DC play over that timeframe. *no I didnt catch that but did buy in 30s when it uplisted"  [@EnergyCredit1](/creator/x/EnergyCredit1) on [X](/post/tweet/1945566082216927733) 2025-07-16 19:27:55 UTC 37.7K followers, 2904 engagements "Supreme Court disagrees with you. In libel suits involving public officials the Supreme Court has established that the plaintiff bears the burden of proving the defendant acted with "actual malice" meaning the statement was made with knowledge of its falsity or with reckless disregard for the truth. This burden was established in the landmark case New York Times Co. v. Sullivan (1964). The court ruled that public officials must meet this higher standard to protect free speech and robust public debate"  [@EnergyCredit1](/creator/x/EnergyCredit1) on [X](/post/tweet/1946354007028511125) 2025-07-18 23:38:51 UTC 37.7K followers, XX engagements "@pan_ment The law in Russia forced them to sell at XX% discount to market value"  [@EnergyCredit1](/creator/x/EnergyCredit1) on [X](/post/tweet/1947124279461478646) 2025-07-21 02:39:38 UTC 37.7K followers, XX engagements "Whats the polymarket on attacking Greenland to move on from Epstein"  [@EnergyCredit1](/creator/x/EnergyCredit1) on [X](/post/tweet/1947039381308445020) 2025-07-20 21:02:17 UTC 37.7K followers, 2418 engagements "Software: Nbis created clickhouse that just raised at over 6b and is fastest growing db in world Nbis created Avride that raised at 5b in 2021 from uber Nbis created toloka that just raised from Jeff Bezos Nbis created tripleten The old Yandex built numerous software products. Coreweave paid $1b for weights and biases a software stack on top of their DCs. Nbis built their own version. Where exactly is the doubt coming from that nbis builds and creates software value and has a 20yr track record of doing so"  [@EnergyCredit1](/creator/x/EnergyCredit1) on [X](/post/tweet/1944432624098811954) 2025-07-13 16:23:58 UTC 37.7K followers, XXX engagements "Killing off NPR Tiny Desk Concerts is a travesty"  [@EnergyCredit1](/creator/x/EnergyCredit1) on [X](/post/tweet/1947104780125421855) 2025-07-21 01:22:09 UTC 37.7K followers, 4118 engagements "Diamondback Energy $FANG Cutting capex XX% and ready to Brake Baby Brake if oil drops further "To use a driving analogy we are taking our foot off the accelerator as we approach a red light. If the light turns green before we get to the stoplight we will hit the gas again but we are also prepared to brake if needed.""  [@EnergyCredit1](/creator/x/EnergyCredit1) on [X](/post/tweet/1919493224965755214) 2025-05-05 20:43:41 UTC 37.7K followers, 30.6K engagements "Even forgetting about the data enter business at $NBIS Clickhouse is taking biz from Datadog and seemingly winning biz from all the AI labs and Avride is outpacing Waymo with Hyundai. $NBIS $XXX stock by YE26"  [@EnergyCredit1](/creator/x/EnergyCredit1) on [X](/post/tweet/1947016841420800472) 2025-07-20 19:32:43 UTC 37.7K followers, 2435 engagements "@floatpisces Different biz line but still Avride. They are in more than just Ohio State with robot delivery"  [@EnergyCredit1](/creator/x/EnergyCredit1) on [X](/post/tweet/1946343973829677409) 2025-07-18 22:58:59 UTC 37.7K followers, XX engagements "Trump representing himself pro se vs WSJ is both comical and insane"  [@EnergyCredit1](/creator/x/EnergyCredit1) on [X](/post/tweet/1946350272063680633) 2025-07-18 23:24:00 UTC 37.7K followers, 3388 engagements "$NBIS Wow this would be big news for Clickhouse to take that kind of biz from Datadog and here is Clickhouse observability product head commenting on the report"  [@EnergyCredit1](/creator/x/EnergyCredit1) on [X](/post/tweet/1942717008757547082) 2025-07-08 22:46:43 UTC 37.7K followers, 4707 engagements "For some background I was energy and tech credit and convert analyst and pm. This shit my sweet spot. I get the value of IREN interconnected power but it is very unclear how much of the upside they will keep. 40b per gw lets say 2gw. 80b. Obviously iren a small part of that. Do they get a one time present value payment. Do they monetize going forward. Nobody knows but obviously I think its material for them to the upside. People that want to get long the AI theme want pure plays. Iren never gonna be valued like nbis with the bitcoin biz. Ever. Just way it works"  [@EnergyCredit1](/creator/x/EnergyCredit1) on [X](/post/tweet/1946069170321338865) 2025-07-18 04:47:01 UTC 37.7K followers, XX engagements "94% of SPAC $ACND redeemed if you needed any more evidence some SPACs are just promotes for the sponsors and they want to do deals but not always good deals"  [@EnergyCredit1](/creator/x/EnergyCredit1) on [X](/post/tweet/1418361789335625736) 2021-07-23 00:06:17 UTC 37.7K followers, XX engagements "Heard through grapevine semi analysis bullish $iren"  [@EnergyCredit1](/creator/x/EnergyCredit1) on [X](/post/tweet/1944858121400410480) 2025-07-14 20:34:44 UTC 37.7K followers, 3257 engagements "Financial reporter thinks Leon Black the head of Apollo needed Jeffrey Epstein to manage his money. lol"  [@EnergyCredit1](/creator/x/EnergyCredit1) on [X](/post/tweet/1946194546334830833) 2025-07-18 13:05:13 UTC 37.7K followers, 16K engagements "Shopify using Toloka to help build AI models $NBIS "We also understand that our models will always be only as good as the quality of the data we use for training them. We need excellent training data quickly available. For this we complement our internal operation with the services ofToloka.""  [@EnergyCredit1](/creator/x/EnergyCredit1) on [X](/post/tweet/1945939998290874632) 2025-07-17 20:13:44 UTC 37.7K followers, 1574 engagements "Avride a mini Waymo Clickhouse Toloka with Bezos Just those worth market cap today in two years imo Let alone main dc biz $nbis"  [@EnergyCredit1](/creator/x/EnergyCredit1) on [X](/post/tweet/1946441331061993915) 2025-07-19 05:25:51 UTC 37.7K followers, 3117 engagements "$NBIS going to be a $100b company in 5yrs"  [@EnergyCredit1](/creator/x/EnergyCredit1) on [X](/post/tweet/1945082901495767520) 2025-07-15 11:27:56 UTC 37.7K followers, 6584 engagements "Travel outside the US. Americans are a bunch of fat fucks. Thats why. Why do I have to pay more for insurance because you want to drink flavored sugar"  [@EnergyCredit1](/creator/x/EnergyCredit1) on [X](/post/tweet/1947117309400690847) 2025-07-21 02:11:56 UTC 37.7K followers, 8221 engagements "Father was GM of Pepsi plant. I worked in it for a number of years in high school. Seen the bats of corn syrup. Wed have cases of soda in garage. I used to drink Hawaiian Punch for breakfast as juice lol. Soda is fucking bad for you and the US health system"  [@EnergyCredit1](/creator/x/EnergyCredit1) on [X](/post/tweet/1947122011962007744) 2025-07-21 02:30:38 UTC 37.7K followers, 3364 engagements "@kakashiii111 But you publicly and willingly highlight your lack of accounting knowledge often and make broad conclusion based on an obviously amateur view of financial statements"  [@EnergyCredit1](/creator/x/EnergyCredit1) on [X](/post/tweet/1946620193087844373) 2025-07-19 17:16:35 UTC 37.7K followers, XX engagements "Amazing $NBIS Starts at about 15:15 - Shows Avride testing with driver - These guys very impressed with tech stack - Confirmed will be in commercial service in Dallas this year - Both Avride and Waymo have partnered with Hyundai. Avride is going to be the first in commercial service with Hyundai on Uber The optionality in Nebius is off the charts. Hard to pinpoint valuation today but Avride raised at $5b in 2021"  [@EnergyCredit1](/creator/x/EnergyCredit1) on [X](/post/tweet/1946596469407932818) 2025-07-19 15:42:18 UTC 37.7K followers, 10.1K engagements "@FransBakker9812 Nbis has $2b worth of clickhouse. My expectation is they ipo next year and they can monetize at 3-4b or keep holding. Its an equity investment so no revenue reported"  [@EnergyCredit1](/creator/x/EnergyCredit1) on [X](/post/tweet/1946063575237169478) 2025-07-18 04:24:47 UTC 37.7K followers, XX engagements ""Smaller startups however might find Nebiuss plug-and-play platform more convenient if they lack an ops team. Thus in the startup and developer ecosystem Nebius has a stronger moat due to its software." The largest company in the world $NVDA is a $NBIS customer"  [@EnergyCredit1](/creator/x/EnergyCredit1) on [X](/post/tweet/1945916258018632151) 2025-07-17 18:39:23 UTC 37.7K followers, 3024 engagements "Why I'm bullish Nebius $NBIS - Great and motivated mgmt team - Optionality for large TAM addt'l products (history of this) - The math is compelling vs $CRWV - In 2027 I assume the Clickhouse stake will be worth $5b Avride $5b and Toloka $1b - That implies a 2027 DC value of $XXX billion assuming all cash depleted - CRWV EV today is $85b so 55x the value of NBIS '27 DC biz - Can argue CRWV overvalued today but for arguments say the DC their value flatlines for X yrs - If you sensitize NBIS vs that value its a 3.7x in 2-ish yrs if they get to XX% of CRWV value and 2.2x at XX% Math below"  [@EnergyCredit1](/creator/x/EnergyCredit1) on [X](/post/tweet/1937976471852880146) 2025-06-25 20:49:31 UTC 37.7K followers, 6113 engagements "$APP rips into year end. You heard it hear 1st"  [@EnergyCredit1](/creator/x/EnergyCredit1) on [X](/post/tweet/1944864401787429237) 2025-07-14 20:59:41 UTC 37.7K followers, 2858 engagements "Lot of debate on $NBIS vs $IREN and the value of a software stack. The blog below helps articulate why $NBIS is different than every other neocloud. - They have their own LLM team run by Boris Yangel who has a long track record of being ML/AI expert. He is the type of dude that could walk from $NBIS and get the $100mil checks at META. Some of his collaborators on papers are AI researchers as MSFT. - This is the hyperscaler model build products that work internally then roll out externally - No other neocloud has their own LLM team - No other neocloud has the full stack domain expertise - No"  [@EnergyCredit1](/creator/x/EnergyCredit1) on [X](/post/tweet/1946287729891033290) 2025-07-18 19:15:29 UTC 37.7K followers, 4765 engagements "@FransBakker9812 I think the non DC biz at NBIS worth entire market cap today in two years. If you are bullish DC biz I dont think there is a cheaper play. Like GS said"  [@EnergyCredit1](/creator/x/EnergyCredit1) on [X](/post/tweet/1946072293781729646) 2025-07-18 04:59:25 UTC 37.7K followers, XX engagements "If A/R days aren't budging this is basically complaining that sales have increased. Comical. $NVDA"  [@EnergyCredit1](/creator/x/EnergyCredit1) on [X](/post/tweet/1946616506923856235) 2025-07-19 17:01:56 UTC 37.7K followers, 3161 engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@EnergyCredit1 Jeff Davies, the Energy OG
Jeff Davies, the Energy OG posts on X about $nbis, clickhouse, og, soda the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours.
Engagements: XXXXXX #
- X Week XXXXXX +351%
- X Month XXXXXXX +207%
- X Months XXXXXXXXX +436%
- X Year XXXXXXXXX +44%
Mentions: XX #
- X Months XXX +31%
- X Year XXX +20%
Followers: XXXXXX #
- X Week XXXXXX +0.11%
- X Month XXXXXX +0.23%
- X Months XXXXXX +1.50%
- X Year XXXXXX +2.60%
CreatorRank: XXXXXXX #
Social Influence #
Social category influence stocks technology brands finance celebrities automotive brands countries cryptocurrencies
Social topic influence $nbis #35, clickhouse, og #289, soda #314, waymo #35, $iren, $100mil, open ai, robotics, 1b
Top assets mentioned Nebius Group N.V. Class A Ordinary Shares (NBIS) Iris Energy Limited Ordinary Shares (IREN) Uber Technologies, Inc. (UBER) Applovin Corporation (APP) NVIDIA Corp. (NVDA) Datadog Inc (DDOG) FANG Token (FANG) Shopify Inc (SHOP) PepsiCo, Inc. (PEP) Goldman Sachs (GS) Tesla, Inc. (TSLA) CoreWeave, Inc. (CRWV)
Top Social Posts #
Top posts by engagements in the last XX hours
"Who cares. nobody should be drinking much soda regardless"
@EnergyCredit1 on X 2025-07-20 18:37:44 UTC 37.7K followers, 2720 engagements
"$NBIS $DDOG downgraded on fears they are going to lose OpenAI biz Who just wrote about OpenAIs observably platform Clickhouse 40x multiple on $100mil move from DDOG to CH would add 4b value. Clickhouse just raised at 6b Continue to believe the entirety of $NBIS mkt cap today will be covered by non DC biz two years fwd" @EnergyCredit1 on X 2025-07-08 22:41:35 UTC 37.7K followers, 4404 engagements
"$NBIS Avride -Local news story from one day ago -Avride testing a "few dozen" AVs in Austin currently with drivers -Expect XXX vehicles by YE - Driverless in Dallas by YE - AV + robotics complementary" @EnergyCredit1 on X 2025-07-18 21:38:50 UTC 37.7K followers, 8619 engagements
"$PSIX a 65-bagger over the last year gotta be best AI DC play over that timeframe. *no I didnt catch that but did buy in 30s when it uplisted" @EnergyCredit1 on X 2025-07-16 19:27:55 UTC 37.7K followers, 2904 engagements
"Supreme Court disagrees with you. In libel suits involving public officials the Supreme Court has established that the plaintiff bears the burden of proving the defendant acted with "actual malice" meaning the statement was made with knowledge of its falsity or with reckless disregard for the truth. This burden was established in the landmark case New York Times Co. v. Sullivan (1964). The court ruled that public officials must meet this higher standard to protect free speech and robust public debate" @EnergyCredit1 on X 2025-07-18 23:38:51 UTC 37.7K followers, XX engagements
"@pan_ment The law in Russia forced them to sell at XX% discount to market value" @EnergyCredit1 on X 2025-07-21 02:39:38 UTC 37.7K followers, XX engagements
"Whats the polymarket on attacking Greenland to move on from Epstein" @EnergyCredit1 on X 2025-07-20 21:02:17 UTC 37.7K followers, 2418 engagements
"Software: Nbis created clickhouse that just raised at over 6b and is fastest growing db in world Nbis created Avride that raised at 5b in 2021 from uber Nbis created toloka that just raised from Jeff Bezos Nbis created tripleten The old Yandex built numerous software products. Coreweave paid $1b for weights and biases a software stack on top of their DCs. Nbis built their own version. Where exactly is the doubt coming from that nbis builds and creates software value and has a 20yr track record of doing so" @EnergyCredit1 on X 2025-07-13 16:23:58 UTC 37.7K followers, XXX engagements
"Killing off NPR Tiny Desk Concerts is a travesty" @EnergyCredit1 on X 2025-07-21 01:22:09 UTC 37.7K followers, 4118 engagements
"Diamondback Energy $FANG Cutting capex XX% and ready to Brake Baby Brake if oil drops further "To use a driving analogy we are taking our foot off the accelerator as we approach a red light. If the light turns green before we get to the stoplight we will hit the gas again but we are also prepared to brake if needed."" @EnergyCredit1 on X 2025-05-05 20:43:41 UTC 37.7K followers, 30.6K engagements
"Even forgetting about the data enter business at $NBIS Clickhouse is taking biz from Datadog and seemingly winning biz from all the AI labs and Avride is outpacing Waymo with Hyundai. $NBIS $XXX stock by YE26" @EnergyCredit1 on X 2025-07-20 19:32:43 UTC 37.7K followers, 2435 engagements
"@floatpisces Different biz line but still Avride. They are in more than just Ohio State with robot delivery" @EnergyCredit1 on X 2025-07-18 22:58:59 UTC 37.7K followers, XX engagements
"Trump representing himself pro se vs WSJ is both comical and insane" @EnergyCredit1 on X 2025-07-18 23:24:00 UTC 37.7K followers, 3388 engagements
"$NBIS Wow this would be big news for Clickhouse to take that kind of biz from Datadog and here is Clickhouse observability product head commenting on the report" @EnergyCredit1 on X 2025-07-08 22:46:43 UTC 37.7K followers, 4707 engagements
"For some background I was energy and tech credit and convert analyst and pm. This shit my sweet spot. I get the value of IREN interconnected power but it is very unclear how much of the upside they will keep. 40b per gw lets say 2gw. 80b. Obviously iren a small part of that. Do they get a one time present value payment. Do they monetize going forward. Nobody knows but obviously I think its material for them to the upside. People that want to get long the AI theme want pure plays. Iren never gonna be valued like nbis with the bitcoin biz. Ever. Just way it works" @EnergyCredit1 on X 2025-07-18 04:47:01 UTC 37.7K followers, XX engagements
"94% of SPAC $ACND redeemed if you needed any more evidence some SPACs are just promotes for the sponsors and they want to do deals but not always good deals" @EnergyCredit1 on X 2021-07-23 00:06:17 UTC 37.7K followers, XX engagements
"Heard through grapevine semi analysis bullish $iren" @EnergyCredit1 on X 2025-07-14 20:34:44 UTC 37.7K followers, 3257 engagements
"Financial reporter thinks Leon Black the head of Apollo needed Jeffrey Epstein to manage his money. lol" @EnergyCredit1 on X 2025-07-18 13:05:13 UTC 37.7K followers, 16K engagements
"Shopify using Toloka to help build AI models $NBIS "We also understand that our models will always be only as good as the quality of the data we use for training them. We need excellent training data quickly available. For this we complement our internal operation with the services ofToloka."" @EnergyCredit1 on X 2025-07-17 20:13:44 UTC 37.7K followers, 1574 engagements
"Avride a mini Waymo Clickhouse Toloka with Bezos Just those worth market cap today in two years imo Let alone main dc biz $nbis" @EnergyCredit1 on X 2025-07-19 05:25:51 UTC 37.7K followers, 3117 engagements
"$NBIS going to be a $100b company in 5yrs" @EnergyCredit1 on X 2025-07-15 11:27:56 UTC 37.7K followers, 6584 engagements
"Travel outside the US. Americans are a bunch of fat fucks. Thats why. Why do I have to pay more for insurance because you want to drink flavored sugar" @EnergyCredit1 on X 2025-07-21 02:11:56 UTC 37.7K followers, 8221 engagements
"Father was GM of Pepsi plant. I worked in it for a number of years in high school. Seen the bats of corn syrup. Wed have cases of soda in garage. I used to drink Hawaiian Punch for breakfast as juice lol. Soda is fucking bad for you and the US health system" @EnergyCredit1 on X 2025-07-21 02:30:38 UTC 37.7K followers, 3364 engagements
"@kakashiii111 But you publicly and willingly highlight your lack of accounting knowledge often and make broad conclusion based on an obviously amateur view of financial statements" @EnergyCredit1 on X 2025-07-19 17:16:35 UTC 37.7K followers, XX engagements
"Amazing $NBIS Starts at about 15:15 - Shows Avride testing with driver - These guys very impressed with tech stack - Confirmed will be in commercial service in Dallas this year - Both Avride and Waymo have partnered with Hyundai. Avride is going to be the first in commercial service with Hyundai on Uber The optionality in Nebius is off the charts. Hard to pinpoint valuation today but Avride raised at $5b in 2021" @EnergyCredit1 on X 2025-07-19 15:42:18 UTC 37.7K followers, 10.1K engagements
"@FransBakker9812 Nbis has $2b worth of clickhouse. My expectation is they ipo next year and they can monetize at 3-4b or keep holding. Its an equity investment so no revenue reported" @EnergyCredit1 on X 2025-07-18 04:24:47 UTC 37.7K followers, XX engagements
""Smaller startups however might find Nebiuss plug-and-play platform more convenient if they lack an ops team. Thus in the startup and developer ecosystem Nebius has a stronger moat due to its software." The largest company in the world $NVDA is a $NBIS customer" @EnergyCredit1 on X 2025-07-17 18:39:23 UTC 37.7K followers, 3024 engagements
"Why I'm bullish Nebius $NBIS - Great and motivated mgmt team - Optionality for large TAM addt'l products (history of this) - The math is compelling vs $CRWV - In 2027 I assume the Clickhouse stake will be worth $5b Avride $5b and Toloka $1b - That implies a 2027 DC value of $XXX billion assuming all cash depleted - CRWV EV today is $85b so 55x the value of NBIS '27 DC biz - Can argue CRWV overvalued today but for arguments say the DC their value flatlines for X yrs - If you sensitize NBIS vs that value its a 3.7x in 2-ish yrs if they get to XX% of CRWV value and 2.2x at XX% Math below" @EnergyCredit1 on X 2025-06-25 20:49:31 UTC 37.7K followers, 6113 engagements
"$APP rips into year end. You heard it hear 1st" @EnergyCredit1 on X 2025-07-14 20:59:41 UTC 37.7K followers, 2858 engagements
"Lot of debate on $NBIS vs $IREN and the value of a software stack. The blog below helps articulate why $NBIS is different than every other neocloud. - They have their own LLM team run by Boris Yangel who has a long track record of being ML/AI expert. He is the type of dude that could walk from $NBIS and get the $100mil checks at META. Some of his collaborators on papers are AI researchers as MSFT. - This is the hyperscaler model build products that work internally then roll out externally - No other neocloud has their own LLM team - No other neocloud has the full stack domain expertise - No" @EnergyCredit1 on X 2025-07-18 19:15:29 UTC 37.7K followers, 4765 engagements
"@FransBakker9812 I think the non DC biz at NBIS worth entire market cap today in two years. If you are bullish DC biz I dont think there is a cheaper play. Like GS said" @EnergyCredit1 on X 2025-07-18 04:59:25 UTC 37.7K followers, XX engagements
"If A/R days aren't budging this is basically complaining that sales have increased. Comical. $NVDA" @EnergyCredit1 on X 2025-07-19 17:01:56 UTC 37.7K followers, 3161 engagements