#  @iced_animals iced animals
iced animals posts on X about $nbis, ai, $iren, $nvda the most. They currently have [-----] followers and [---] posts still getting attention that total [-------] engagements in the last [--] hours.
### Engagements: [-------] [#](/creator/twitter::2544866822/interactions)
- [--] Week [-------] +510%
- [--] Month [-------] -48%
- [--] Months [---------] +2,430,620%
- [--] Year [---------] +101,232%
### Mentions: [--] [#](/creator/twitter::2544866822/posts_active)
- [--] Month [--] -82%
- [--] Months [---] +28,000%
- [--] Year [---] +2,720%
### Followers: [-----] [#](/creator/twitter::2544866822/followers)
- [--] Week [-----] +1.10%
- [--] Month [-----] +5.30%
- [--] Months [-----] +3,109%
- [--] Year [-----] +5,986%
### CreatorRank: [------] [#](/creator/twitter::2544866822/influencer_rank)
### Social Influence
**Social category influence**
[finance](/list/finance) #1649 [countries](/list/countries) #6662 [stocks](/list/stocks) #1626 [technology brands](/list/technology-brands) [cryptocurrencies](/list/cryptocurrencies) [automotive brands](/list/automotive-brands) [social networks](/list/social-networks) [currencies](/list/currencies) [celebrities](/list/celebrities) [exchanges](/list/exchanges)
**Social topic influence**
[$nbis](/topic/$nbis) #4, [ai](/topic/ai) #1112, [$iren](/topic/$iren) #21, [$nvda](/topic/$nvda), [$crwv](/topic/$crwv) #2, [$amzn](/topic/$amzn), [$cifr](/topic/$cifr), [bullish](/topic/bullish), [$googl](/topic/$googl), [target](/topic/target)
**Top accounts mentioned or mentioned by**
[@mbhogan](/creator/undefined) [@rocketlab](/creator/undefined) [@amitisinvesting](/creator/undefined) [@cnbc](/creator/undefined) [@mvcinvesting](/creator/undefined) [@kobeissiletter](/creator/undefined) [@stockmktnewz](/creator/undefined) [@thebeingintime](/creator/undefined) [@realdonaldtrump](/creator/undefined) [@cyberprincerwo](/creator/undefined) [@babyfolio](/creator/undefined) [@endicottinvests](/creator/undefined) [@a1m90dm](/creator/undefined) [@oinvests](/creator/undefined) [@bigideaportugal](/creator/undefined) [@grok](/creator/undefined) [@genzinvest0r](/creator/undefined) [@aleabitoreddit](/creator/undefined) [@danielkoss](/creator/undefined) [@landoinvests](/creator/undefined)
**Top assets mentioned**
[Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Iris Energy Limited (IREN)](/topic/$iren) [NVIDIA Corp. (NVDA)](/topic/$nvda) [CoreWeave, Inc (CRWV)](/topic/$crwv) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Cipher Mining Inc. Common Stock (CIFR)](/topic/$cifr) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Microsoft Corp. (MSFT)](/topic/$msft) [Metadium (META)](/topic/$meta) [Bitcoin (BTC)](/topic/$btc) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Advanced Micro Devices (AMD)](/topic/$amd) [Goldman Sachs (GS)](/topic/goldman-sachs) [Oracle Corporation (ORCL)](/topic/$orcl) [Pagaya Technologies Ltd. Class A Ordinary Shares (PGY)](/topic/$pgy) [Morgan Stanley (MS)](/topic/morgan-stanley) [BITMINE IMMERSION TECH (BMNR)](/topic/$bmnr) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Tesla, Inc. (TSLA)](/topic/$tsla) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [Oxygen (OXY)](/topic/$oxy) [Citigroup Inc (C)](/topic/citigroup) [Ethereum (ETH)](/topic/$eth) [ZetaChain (ZETA)](/topic/$zeta) [Apple, Inc. (AAPL)](/topic/$aapl) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Hive (HIVE)](/topic/$hive) [Bitfarms Ltd. (BITF)](/topic/$bitf) [CLEANSPARK INC (CLSK)](/topic/$clsk) [Strategy (MSTR)](/topic/$mstr) [Netflix Inc (NFLX)](/topic/$nflx)
### Top Social Posts
Top posts by engagements in the last [--] hours
"@BoLoudon @RogerJStoneJr Isnt this the guy that said Barron wasnt involved in $DJT 😂"
[X Link](https://x.com/iced_animals/status/1806534710786679139) 2024-06-28T03:46Z [--] followers, [---] engagements
"@blknoiz06 @blknoiz06 please Give us your honest thoughts on $DJT"
[X Link](https://x.com/iced_animals/status/1806545406706532587) 2024-06-28T04:29Z [--] followers, [---] engagements
"How can you not be bullish on the only true @realDonaldTrump crypto $DFT after that debate Give $DFT a few weeks and it will moonshot more than any other meme coin. This is an excellent outcome for the #Bitcoin/crypto communities. Not advice Just my thoughts $BTC $SOL"
[X Link](https://x.com/iced_animals/status/1806579059843092856) 2024-06-28T06:43Z [--] followers, [--] engagements
"@MartinShkreli confirms Barron Trump has already made [--] million in fees from $DJT crypto. Come forward and claim your millions Barron Trump. We are waiting for our Dev to come into the light. Come claim what is rightfully yours @DJTtoken @realDonaldTrump"
[X Link](https://x.com/iced_animals/status/1808723466654527628) 2024-07-04T04:44Z [--] followers, [---] engagements
"@cyberprince_rwo @GadSaad Had children at [--]. My advice: the longer you wait the less time you get with your children. Wouldnt you rather be younger and full of energy"
[X Link](https://x.com/iced_animals/status/1823185439370756399) 2024-08-13T02:30Z [---] followers, [---] engagements
"@cyberprince_rwo @RocketLab RKLB is literally going to build their own constellation and have the infer structure to launch and maintain. Who will launch ASTS if it starts becoming an actual competitor not Bezos not Musk not Beck. ASTS is the of the space bubble. http://pet.com http://pet.com"
[X Link](https://x.com/iced_animals/status/1825815819671978372) 2024-08-20T08:43Z [---] followers, [---] engagements
"@cyberprince_rwo @RocketLab If you like NZ clothes you need to look into Swanndri"
[X Link](https://x.com/iced_animals/status/1827786052612030621) 2024-08-25T19:12Z [---] followers, [--] engagements
"@Peter_J_Beck shares his positive outlook on @realDonaldTrump appointing @rookisaacman as @NASA lead. Very bullish for $RKLB @RocketLab https://www.bloomberg.com/news/videos/2024-12-05/rocket-lab-on-business-outlook-video https://www.bloomberg.com/news/videos/2024-12-05/rocket-lab-on-business-outlook-video"
[X Link](https://x.com/iced_animals/status/1864611366784651498) 2024-12-05T10:02Z [--] followers, [---] engagements
"Another bullish sign for $rklb @RocketLab. More institutional buying. This is a generational hold its time to be buying These short term price fluctuations will mean peanuts in a few years Charles Schwab increases it position by over 20% https://www.marketbeat.com/instant-alerts/charles-schwab-investment-management-inc-purchases-532207-shares-of-rocket-lab-usa-inc-nasdaqrklb-2024-12-05/ https://www.marketbeat.com/instant-alerts/charles-schwab-investment-management-inc-purchases-532207-shares-of-rocket-lab-usa-inc-nasdaqrklb-2024-12-05/"
[X Link](https://x.com/iced_animals/status/1864615702621245572) 2024-12-05T10:20Z [--] followers, [---] engagements
"Is it just me or are there trillion-dollar space companies are on the horizon As a long-time $RKLB holder I'm thrilled to see the industry taking off Buying every dip of $RKLB. @SpaceX @RocketLab"
[X Link](https://x.com/iced_animals/status/1864617535783444580) 2024-12-05T10:27Z [--] followers, [---] engagements
"Long time @RocketLab holders know this is the beginning. The conviction is real and the thesis its only just started playing out. $RKLB may drop here but think of where it will be in [----] Regular Neutron launchs and landings. Multiple mega consultations. $200 minimum"
[X Link](https://x.com/iced_animals/status/1947575697981247609) 2025-07-22T08:33Z [--] followers, [--] engagements
"$NBIS Goldman Sachs Morgan Stanley Bank of America Citigroup. Expect price targets any day Im expecting a range of $120-$160. Bullish 🫡 $NBIS https://t.co/OGBPDxXV9y $NBIS https://t.co/OGBPDxXV9y"
[X Link](https://x.com/iced_animals/status/1967830680186040347) 2025-09-16T05:59Z [--] followers, [---] engagements
"@genZinvest0r This turns me on $NBIS"
[X Link](https://x.com/iced_animals/status/1967885533524447595) 2025-09-16T09:37Z [--] followers, [---] engagements
"@babyfolio @babyfolio You going all in big dog Been thinking about the same. Selling the rest of my Rocketlab and being an NBIS purest 😅"
[X Link](https://x.com/iced_animals/status/1971842427079274948) 2025-09-27T07:40Z [--] followers, [---] engagements
"$NBIS $MSFT Bloomberg article here. Zoom in to read the Microsoft Nebius deal 🔥🔥🔥🔥🔥🔥🔥"
[X Link](https://x.com/iced_animals/status/1973703376971170224) 2025-10-02T10:55Z [---] followers, 10K engagements
"Interesting $NVDA announcement same day as $NBIS earnings @babyfolio @MB_Hogan @MktMavPro @aleabitoreddit @mvcinvesting @daniel_koss At #NVIDIAGTC Washington D.C. were unveiling the newest NVIDIA partner and how together we are rolling out a first-ever fully integrated software stack with a native data integration engine operational applications and frameworks and best-in-class AI combined with https://t.co/xi5NTZaUWg At #NVIDIAGTC Washington D.C. were unveiling the newest NVIDIA partner and how together we are rolling out a first-ever fully integrated software stack with a native data"
[X Link](https://x.com/iced_animals/status/1980458224458559639) 2025-10-21T02:16Z [---] followers, [----] engagements
"$NBIS Hedge Fund activity heating up Institutional ownership increasing is a bullish signal 🔥@amitisinvesting"
[X Link](https://x.com/iced_animals/status/1988494642401472990) 2025-11-12T06:30Z [---] followers, [--] engagements
"$NBIS price target Goldman Sachs - $155 🔥"
[X Link](https://x.com/iced_animals/status/1989417355664134155) 2025-11-14T19:37Z [---] followers, [----] engagements
"From the new SEC Schedule 13G/A filed on Nov [--] 2025: Orbis now holds 12.8M shares of $NBIS a 5.9% stake. This isnt a new position. This is Amendment No. [--] meaning Orbis has been accumulating and holding 5% for multiple reporting periods. Orbis doesnt rotate in and out of hype names. Theyre one of the most disciplined global managers known for building long-duration positions only when the asymmetry is undeniable. The fact theyve: crossed 5% filed multiple amendments and continue to maintain or grow a 5% stake tells you everything about their conviction. Theyre signaling confidence in: NBIS"
[X Link](https://x.com/iced_animals/status/1989908965166346420) 2025-11-16T04:10Z [---] followers, [---] engagements
"Goldman Sachs raised $NBIS price target to $155 is a big deal. Goldman is known for being one of the most conservative houses on the Street when it comes to AI-infrastructure names. They rarely chase hype and almost always lean cautious on valuation and growth assumptions. So for them to lift NBIS to $155 while the stock is sitting in the low-$80s signals something much bigger: - They see real durable demand not hype. - They believe the new Hyperscaler contracts materially change the revenue trajectory. - Their note confirms NBIS is now hitting peak utilization with demand clearly outpacing"
[X Link](https://x.com/HyperAICapital/status/1990258582601023566) 2025-11-17T03:19Z [---] followers, 29.4K engagements
"$NBIS getting hit for dilution feels exactly like Amazon during the early AWS build-out. $AMZN was issuing stock nonstop to fund data centers everyone hated it meanwhile the stock went from $3.50 in [----] (split-adjusted) to $150+ by [----] as AWS kicked into gear. Thats a 40x move built on the very dilution people complained about. Because that dilution funded the most profitable part of Amazon. NBIS is running the same playbookraising capital to build dense AI compute campuses right before demand explodes. If those sites land multi-year AI compute deals the value created will make todays"
[X Link](https://x.com/HyperAICapital/status/1990478864666288276) 2025-11-17T17:55Z [---] followers, 21.4K engagements
"$NBIS just posted a Public Affairs Specialist role in Alabama and the timing is hard to ignore considering there still hasnt been any official announcement about a site there. Public Affairs isnt a role you hire for fun. Companies bring that position in when they are preparing to work directly with local government regulators and community stakeholders. That usually happens when something is close to going public. On its own its just a job posting but in context it feels like another early sign that something real is already in motion behind the scenes. The amount of AI compute capacity the"
[X Link](https://x.com/HyperAICapital/status/1990534257333448926) 2025-11-17T21:35Z [---] followers, 55.4K engagements
"J.P. Morgan just dropped its [----] Outlook today and if youre in $NVDA $NBIS $CRWV or $IREN this thing is ridiculously bullish. The report spells out in plain English that we are still early in the AI supercycle and the biggest mistake investors can make now is being underexposed to the companies building the infrastructure. The numbers are huge. Hyperscaler capex has already jumped from [---] billion in [----] to what they expect will be more than [---] billion in [----]. One major AI company (OpenAI) alone is planning over [--] gigawatts of new data-centre capacity which JPMorgan says represents well"
[X Link](https://x.com/HyperAICapital/status/1990669256673866042) 2025-11-18T06:31Z [---] followers, 267K engagements
"Link for anyone that would like to give it a read - https://www.jpmorgan.com/content/dam/jpmorgan/documents/wealth-management/outlook-2026.pdf https://www.jpmorgan.com/content/dam/jpmorgan/documents/wealth-management/outlook-2026.pdf"
[X Link](https://x.com/HyperAICapital/status/1990669620655825320) 2025-11-18T06:33Z [---] followers, [----] engagements
"$NVDA reported shift toward supplying fully assembled L10 compute trays is starting to reshape the landscape positively for $NBIS & $CRWV and negatively for $SMCI. According to supply-chain reporting from DIGITIMES Nvidia is preparing to centralize AI server assembly with the VR200 platform taking over the highest-value part of the system and reducing the design role of traditional integrators. For SMCI thats a clear headwind. Their advantage has always been rapid customization and high-margin integration. If NVDA ships near-complete trays SMCI gets pushed down the stack into lower-margin"
[X Link](https://x.com/iced_animals/status/1990713335458025729) 2025-11-18T09:26Z [---] followers, [----] engagements
"@Mor34832Morgan Standard press on a bounce it will all be buy buy buy"
[X Link](https://x.com/iced_animals/status/1990837093636190684) 2025-11-18T17:38Z [---] followers, [----] engagements
"The difference between [----] and [----] doesnt get enough attention. Back in [----] big tech was getting cut across the board. Analysts were slashing price targets earnings were being revised down guidance kept dropping. $GOOGL ad spend slowed $MSFT Azure cooled off $META margins were crushed $NVDA dealt with inventory issues and $AMZN faced AWS margin compression and retail losses. The whole narrative was that fundamentals were breaking. Fast forward to [----] and its the complete opposite. Those same firms that were cutting in [----] are now raising targets on $GOOG $MSFT $META $NVDA $AMZN even"
[X Link](https://x.com/iced_animals/status/1990856123315011697) 2025-11-18T18:54Z [---] followers, [---] engagements
"@Dxprt My bad Bullish $GLXY as well"
[X Link](https://x.com/iced_animals/status/1990858941128122720) 2025-11-18T19:05Z [---] followers, [---] engagements
"Anyone else buying $AMZN It feels like the market still isnt paying attention to whats happening at Amazon. Their latest earnings were incredibly strong: Q3 came in at $180.2B in revenue up 13% y/y AWS jumped 20% to $33B and operating income wouldve been over $21B without one-off charges. For me thats one of the cleanest quarters theyve posted in years. On top of that AWS is clearly re-accelerating into Q4 and management is guiding for $206B$213B in revenue and $21B$26B in operating income. Amazon has a long track record of beating those midpoints especially on profitability while analysts"
[X Link](https://x.com/iced_animals/status/1990981333104144826) 2025-11-19T03:11Z [---] followers, [---] engagements
"@98_tennis I do not. My portfolio is tech/ai heavy. $NVDA $GOOG $MSFT $AVGO $AMD $AMZN $ASML $NBIS and $RKLB If I didnt want to stock pick but as I am bullish tech and AI I would buy ETFs $VGT and $SOXX this is what I would do not financial advice"
[X Link](https://x.com/iced_animals/status/1990984726929396134) 2025-11-19T03:25Z [---] followers, [---] engagements
"$NVDA CEO Jensen Huangs most recent response to the question Are we going to have an AI bubble"
[X Link](https://x.com/iced_animals/status/1991216240426381524) 2025-11-19T18:45Z [---] followers, [--] engagements
"$NVDA CEO Jensen Huang just said this to the question Are we going to have an AI bubble 🔥"
[X Link](https://x.com/iced_animals/status/1991218537726374321) 2025-11-19T18:54Z [---] followers, [--] engagements
"Just announced: $AMZN is making a massive AI move. AWS has expanded its partnership with Saudi AI firm Humain deploying [------] accelerators (including $NVDA GB300s + Amazon Trainium) into a new AI Zone in Riyadh. AWS is now Humains preferred global AI partner and this is only the start of a multi-gigawatt AI buildout. Amazon isnt talking about scale theyre executing it. Global. Aggressive. High-capacity AI compute. This is how $AMZN sets up the next leg of AI growth. Im continually buying Amazon for the foreseeable future"
[X Link](https://x.com/iced_animals/status/1991226468492538330) 2025-11-19T19:25Z [---] followers, [---] engagements
"Big AI news again Just dropped: $AMD $CSCO and Humain just teamed up for a massive AI buildout. They announced a joint venture to deliver up to [--] GW of AI infrastructure by [----] starting with a [---] MW Phase [--] deployment in Saudi Arabia using Humains data centers AMD Instinct MI450 GPUs and Ciscos AI networking stack. Operations begin in [----] and the goal is to power global AI demand with cost-efficient high-performance compute. The big highlight is that $AMD is launching a Center of Excellence in Saudi Arabia to accelerate AI integration migrate local workloads onto Humains infrastructure and"
[X Link](https://x.com/iced_animals/status/1991228131576025200) 2025-11-19T19:32Z [---] followers, [---] engagements
"$NVDA about to reignite the bull market. In Jensen we trust 🙌"
[X Link](https://x.com/iced_animals/status/1991242060733501845) 2025-11-19T20:27Z [---] followers, [---] engagements
"Nvidia just dropped earnings and the message couldnt be clearer for the whole AI infrastructure trade. $NVDA $NBIS $IREN $CIFR all sit right in the heart of this super-cycle and tonight confirmed it. Nvidia came out and said their cloud GPUs are basically sold out. That tells you everything. The biggest cloud players on the planet are locking in capacity faster than Nvidia can roll it out. Demand isnt slowing its accelerating into [----]. When NVDA is openly saying cloud GPU capacity is fully booked it validates the entire buildout story. The world is scrambling for compute and the companies"
[X Link](https://x.com/iced_animals/status/1991259464360686056) 2025-11-19T21:37Z [---] followers, [---] engagements
"$NVDA just confirmed it: data-center revenue has grown 137% CAGR over the last [--] years. Thats conviction paying off. Buffett said it best the market moves money from the impatient to the patient. AI believers are now seeing exactly what that patience looks like in cold hard earnings. Long $NBIS $IREN $CIFR"
[X Link](https://x.com/iced_animals/status/1991264147498233989) 2025-11-19T21:55Z [---] followers, [---] engagements
"@amitisinvesting"
[X Link](https://x.com/iced_animals/status/1991268595360493894) 2025-11-19T22:13Z [---] followers, [----] engagements
"Has $NVDA earnings flipped market sentiment back 🤨 Bullish Bearish Neutral Bullish Bearish Neutral"
[X Link](https://x.com/iced_animals/status/1991303372327252023) 2025-11-20T00:31Z [---] followers, [---] engagements
"Jim Cramer just mentioned Nebius saying $NBIS is too speculative for him. This is our sign Higher highs incoming"
[X Link](https://x.com/iced_animals/status/1991347791944442317) 2025-11-20T03:28Z [---] followers, 13.4K engagements
"$NVDA is the economy"
[X Link](https://x.com/iced_animals/status/1991450574248898638) 2025-11-20T10:16Z [---] followers, [---] engagements
"Everyones calling for a market top right now but the data doesnt agree. What were seeing looks way more like a classic bear trap than the start of a real bear market. Earnings from the big players are still strong. Nvidia Microsoft Amazon Google Meta all beat all raised and AI demand is still running hotter than anyone expected. Real bear markets start when earnings fall apart. Thats not happening. Sentiment has flipped from euphoric to terrified in a few weeks. Every time thats happened in past cycles its been the setup for a major reversal. The fundamentals are still firm the trend is still"
[X Link](https://x.com/iced_animals/status/1991761442794795025) 2025-11-21T06:51Z [---] followers, [--] engagements
"THIS IS A BEAR TRAP 👀 DONT GET SHAKEN OUT LONG AI LONG $NVDA"
[X Link](https://x.com/iced_animals/status/1991771782496546961) 2025-11-21T07:32Z [---] followers, [--] engagements
"THIS IS A BEAR TRAP 👀 LONG AI LONG $NVDA"
[X Link](https://x.com/iced_animals/status/1991771939451596849) 2025-11-21T07:33Z [---] followers, [--] engagements
"THIS IS A BEAR TRAP 👀 $NVDA"
[X Link](https://x.com/iced_animals/status/1991773674744213816) 2025-11-21T07:40Z [---] followers, [--] engagements
"Michael Burry right now"
[X Link](https://x.com/iced_animals/status/1991794006330941938) 2025-11-21T09:01Z [---] followers, [---] engagements
"Excited for this podcast $NBIS 🔥🔥 $NBIS podcast with Nebius CRO Marc dropping Monday. Sorry for the wait but its worth it. Marc shared a ton of insights I found genuinely valuable. He cleared up a lot of the FUD thats floating around right now. I also pushed him with a bunch of tough borderline https://t.co/bJ9q0HoJAC $NBIS podcast with Nebius CRO Marc dropping Monday. Sorry for the wait but its worth it. Marc shared a ton of insights I found genuinely valuable. He cleared up a lot of the FUD thats floating around right now. I also pushed him with a bunch of tough borderline"
[X Link](https://x.com/iced_animals/status/1991986452964704450) 2025-11-21T21:45Z [---] followers, [---] engagements
"BMNRs latest earnings make that $BMNR $0.01 dividend hard to take seriously. When a company reports more than $13 EPS a one-cent payout isnt meaningful and it doesnt signal confidence. It just feels cosmetic. A company in their position should have skipped the dividend completely and focused on what actually matters: stabilising the balance sheet addressing the huge unrealised $ETH losses proving the sustainability of their model and allocating capital in a way that improves long-term viability. A symbolic dividend doesnt fix structural issues. Clear strategy and disciplined reinvestment"
[X Link](https://x.com/iced_animals/status/1992068536227803615) 2025-11-22T03:12Z [---] followers, [---] engagements
"CONTROVERSIAL TAKE: $CRWV might be one of the most mispriced AI infra names out there right now. The backlog is massive the demand looks real and the customer list is legit. The markets treating it like theyre guaranteed to mess this up. Maybe they do but if they dont the upside from here could be pretty wild. I know this isnt a popular take in the $NBIS or $IREN circles but it feels a bit silly to ignore CoreWeave just because its the other name in the space. I dont own CRWV but Im honestly thinking about taking a small position and watching the next few quarters closely. Anyone else"
[X Link](https://x.com/iced_animals/status/1992099291889058031) 2025-11-22T05:14Z [---] followers, [---] engagements
"I have a $300 minimum price target on $NBIS by [----] and the dilution makes perfect sense. NBIS is gearing up like a company that wants to become a hyperscaler themselves not just serve them. Look at the history. Amazon diluted aggressively while building AWS. Microsoft spent years shovelling capital into Azure before anyone believed in it. Meta took a massive profitability hit to scale its AI infrastructure and the stock went on a monster run. NVIDIA has been raising issuing comp and reinvesting nonstop for years to dominate GPU supply. Every one of these companies made big uncomfortable"
[X Link](https://x.com/HyperAICapital/status/1992132000472563760) 2025-11-22T07:24Z [---] followers, 37K engagements
"📢 $NBIS Billboard spotted in Palo Alto"
[X Link](https://x.com/HyperAICapital/status/1992337251519676650) 2025-11-22T20:59Z [---] followers, 28K engagements
"Huge bounce from $NBIS next week. At least $105. Calling it now"
[X Link](https://x.com/iced_animals/status/1992370733071335760) 2025-11-22T23:12Z [---] followers, [---] engagements
"MASSIVE BREAKING NEWS: Nebius just signaled one of the biggest moves of its entire US expansion. WHY THIS IS HUGE FOR $NBIS: The Indiana project that originally looked like a standard 130-acre filing is now being redesigned into a potential 1200-acre hyperscale campus. This shift is enormous and instantly places the site among the largest greenfield AI data-center plans in the entire Midwest. A footprint this large can support [---] to [--] gigawatts of AI compute at full buildout. That is true hyperscaler territory with capacity for tens of thousands of high-density AI racks and well over a"
[X Link](https://x.com/HyperAICapital/status/1992718518534689095) 2025-11-23T22:14Z [---] followers, 29.5K engagements
"$NBIS holders next week"
[X Link](https://x.com/HyperAICapital/status/1992719605568258237) 2025-11-23T22:19Z [---] followers, [----] engagements
"NEBIUS CONTINUES TO EXECUTE WHAT CAN WE EXPECT ABOUT THE NEW INDIANA SITE Given the huge breaking news about Nebiuss new Indiana site heres what we can likely expect from the new $NBIS site. The revised filing is expected to expand the project footprint to as much as [----] acres which immediately shifts this from a standard data-center build into a full hyperscale AI campus. A site this large can realistically support [---] to [--] gigawatts of power at full buildout. That is enough capacity for tens of thousands of high-density AI racks and well over a million GPU slots once the campus reaches"
[X Link](https://x.com/HyperAICapital/status/1992724950256685328) 2025-11-23T22:40Z [---] followers, [----] engagements
"Google just told employees they need to double AI serving capacity every six months and scale compute by [----] in the next four to five years. Thats extremely bullish for the data-centre names $NBIS $IREN $CRWV. You cant [----] compute without a massive explosion in land power cooling and racks. $Goog is already hitting real limits. They couldnt roll out Veo to everyone because of compute constraints. Nvidia chips are sold out again. If Google is planning that kind of internal scale the demand wave coming for data-centre builders is enormous. A thousandfold jump in compute is no joke Article"
[X Link](https://x.com/HyperAICapital/status/1992804450826846524) 2025-11-24T03:56Z [---] followers, [---] engagements
"https://www.cnbc.com/2025/11/21/google-must-double-ai-serving-capacity-every-6-months-to-meet-demand.html https://www.cnbc.com/2025/11/21/google-must-double-ai-serving-capacity-every-6-months-to-meet-demand.html"
[X Link](https://x.com/HyperAICapital/status/1992804516727836988) 2025-11-24T03:56Z [---] followers, [---] engagements
"🚨BREAKING NEWS: Amazon plans to invest up to $50 billion into new AI and supercomputing capacity for US government customers. Thats not a maybe AI is big signal thats a we have multi-year demand locked in signal. While everyone argues over short-term noise Amazon is scaling infrastructure on a level only a few companies on the planet can match. Im long $AMZN and still buying"
[X Link](https://x.com/HyperAICapital/status/1993027847947272665) 2025-11-24T18:44Z [---] followers, [---] engagements
"🚨INSTITUTIONS BUYING $NBIS WHILE RETAIL WAS SELLING As per Bloomberg Terminal:"
[X Link](https://x.com/HyperAICapital/status/1993042995764134092) 2025-11-24T19:44Z [---] followers, 14.3K engagements
"🚨 BIG NEWS JUST DROPPED: Amazon is throwing $15B into new data-centre buildout in Indiana. Multi-GW full steam zero slowdown in AI demand. At the same time per yesterdays news $NBIS is lining up its own Indiana data-centre plans. Perfect timing. Same state. Same AI corridor. Same capex wave. When hyperscalers like $AMZN pour billions into a region the infra players riding behind them win big. This is the environment you want for NBIS demand exploding capacity short buildouts accelerating. AI isnt cooling off. The money isnt slowing. The infrastructure race is on. Article in comments"
[X Link](https://x.com/HyperAICapital/status/1993061537163231279) 2025-11-24T20:57Z [---] followers, 45.8K engagements
"Massive day for AI and Amazon bulls. $AMZN opened with a huge announcement: a commitment of up to $50B to expand AI supercomputing and secure cloud infrastructure for U.S. government customers. This includes roughly 1.3GW of high-security capacity for federal agencies and advanced AI workloads. It is a clear signal of where demand is moving. They followed it with another major move: $15B going into new data-centre capacity in Indiana. Multi-gigawatt expansion long-term infrastructure serious proof that hyperscalers cant keep up with the pace of AI growth. This is exactly why I keep buying"
[X Link](https://x.com/HyperAICapital/status/1993068285731258612) 2025-11-24T21:24Z [---] followers, [---] engagements
"🚨At exactly 4:00 PM EST $NBIS was officially added to the MSCI World Index. A [--] million share volume spike hit in a single minute as MSCI funds bought their required allocation"
[X Link](https://x.com/HyperAICapital/status/1993085930027327917) 2025-11-24T22:34Z [---] followers, 12.2K engagements
"🚨BREAKING NEWS: Meta is now in talks with Google to use Googles TPUs in its data centres from [----] with the possibility of renting TPU capacity from Google Cloud as early as next year. The Information reports $GOOG is pushing to take a slice of $NVDA dominance by supplying Meta directly. This would be a major shift if $META starts mixing $GOOGL hardware into its stack. Article in comments below"
[X Link](https://x.com/HyperAICapital/status/1993101591633969458) 2025-11-24T23:37Z [---] followers, [---] engagements
"https://m.investing.com/news/stock-market-news/meta-google-discuss-tpu-deal-as-google-targets-nvidias-lead-information-says-4376272ampMode=1 https://m.investing.com/news/stock-market-news/meta-google-discuss-tpu-deal-as-google-targets-nvidias-lead-information-says-4376272ampMode=1"
[X Link](https://x.com/HyperAICapital/status/1993101625477808313) 2025-11-24T23:37Z [---] followers, [---] engagements
"HSBC just issued a major upgrade on $AVGO raising the stock to Buy with a new $400 price target. Theyre flagging much stronger AI ASIC demand higher pricing and a growing pipeline of hyperscaler wins that push Broadcoms FY26 AI revenue outlook into the $30 billion-$38 billion range. The stock surged roughly 11% on the news as the market priced in this stronger multi-year AI trajectory"
[X Link](https://x.com/HyperAICapital/status/1993107851871764970) 2025-11-25T00:01Z [---] followers, [---] engagements
"WHAT TRUMPS NEW GENESIS MISSION COULD MEAN FOR: $NBIS $IREN $CRWV $CIFR The Genesis Mission is a federal push to accelerate AI-driven scientific discovery using massive compute national-lab datasets and high-density data-center infrastructure. This type of policy is a real tailwind for the companies building the backbone of AI. More GPUs more racks more MW buildouts and more specialised cloud environments are exactly what these names are scaling for. It opens the door for: New government + scientific compute contracts Faster approvals and policy support for expansion Higher long-term demand"
[X Link](https://x.com/HyperAICapital/status/1993118157876478099) 2025-11-25T00:42Z [---] followers, [----] engagements
"My brain trying to process all the bullish AI stock news from just today. $NBIS $GOOG $AMZN $NVDA $META $ZETA $IREN"
[X Link](https://x.com/HyperAICapital/status/1993120227517948278) 2025-11-25T00:51Z [---] followers, [---] engagements
"@LandoInvests Good point I think the demand is big enough for a few winners $NBIS has the $NVDA ties which add serious weight"
[X Link](https://x.com/HyperAICapital/status/1993159765523153054) 2025-11-25T03:28Z [---] followers, [---] engagements
"@LandoInvests $NBIS and $IREN are both positioned well to assist in massive up side for American businesses this works well for Trumps AI agenda"
[X Link](https://x.com/HyperAICapital/status/1993160687640773033) 2025-11-25T03:31Z [---] followers, [---] engagements
"Here is why [----] isnt just another AI year its the year the entire data center industry goes vertical from $NBIS $IREN $CIFR $CRWV to hyperscalers like $AMZN $MSFT $GOOGL $META. Morgan Stanley now estimates global AI infrastructure spending could drive up to [--] trillion dollars of corporate AI investment and AI capex alone could lift [----] US GDP by [---] percentage points taking it to [---] percent. Citi is forecasting [---] billion dollars of AI infrastructure capex in [----] and more than [---] trillion dollars by [----]. Goldman Sachs expects data center power demand to surge more than [---] percent by"
[X Link](https://x.com/HyperAICapital/status/1993247245098012769) 2025-11-25T09:15Z [---] followers, 21.2K engagements
"Its honestly wild watching people dump NVDA while the company is literally reminding the world they power every major AI model on the planet. Google builds TPUs and still buys from them. This isnt a pls stop selling moment its NVDA flexing why they stay a generation ahead. Fundamentals havent changed at all"
[X Link](https://x.com/HyperAICapital/status/1993461024868245722) 2025-11-25T23:25Z [---] followers, 10.9K engagements
"Its honestly wild watching people dump $NVDA while the company is literally reminding the world they power every major AI model on the planet. $Goog builds TPUs and still buys from them. This isnt a pls stop selling moment its NVDA flexing why they stay a generation ahead. Fundamentals havent changed at all. Were delighted by Googles success theyve made great advances in AI and we continue to supply to Google. NVIDIA is a generation ahead of the industry its the only platform that runs every AI model and does it everywhere computing is done. NVIDIA offers greater Were delighted by Googles"
[X Link](https://x.com/HyperAICapital/status/1993461233140617614) 2025-11-25T23:26Z [---] followers, [---] engagements
"@CNBCOvertime @CNBC @Wedbush @DivesTech Makes sense. The underlying demand for AI chips and data centers hasnt slowed at all. If anything the runway keeps getting longer. A multi-year tech bull market feels more realistic than people want to admit"
[X Link](https://x.com/HyperAICapital/status/1993462724190437569) 2025-11-25T23:32Z [---] followers, [---] engagements
"IS $META THE NEXT MAG [--] TO RUN $META might be the most underpriced name in the entire Mag [--] right now. TSLA at 189x AAPL at 30x AMZN and GOOG at 29x MSFT at 25x NVDA at 24x then META sitting down at 21x. You dont get valuations like that on a company growing this fast unless the market is asleep. Reels is exploding ad spend is recovering AI-driven targeting is back to peak efficiency and theyre quietly building some of the strongest AI infrastructure on the planet. If the market decides to re-rate META closer to its peers it has real room to run. Cheap valuation plus accelerating fundamentals"
[X Link](https://x.com/HyperAICapital/status/1993464871225364828) 2025-11-25T23:40Z [---] followers, [---] engagements
"@CNBC Wild dynamic. Prices softening yet rents still ripping higher. Tells you everything about supply constraints and how little new inventory is coming online. Ownership can dip but demand to actually live in the city never does"
[X Link](https://x.com/HyperAICapital/status/1993465679895486600) 2025-11-25T23:43Z [---] followers, [--] engagements
"🚨KEVIN HASSETT IS NOW THE FRONTRUNNER FOR FED CHAIR AND THIS IS WAY MORE BULLISH THAN PEOPLE THINK. Hassett is not a slow-the-economy technocrat. He is a former Chair of the Council of Economic Advisers a senior economist at AEI and one of the most aggressively pro-growth pro-investment pro-innovation thinkers in US policy. He has spent years pushing for massive long-term CapEx AI and automation as productivity rocket fuel faster scaling of chips cloud and compute a cleaner pro-business regulatory environment rebuilding US industrial and tech dominance This is the perfect backdrop for names"
[X Link](https://x.com/HyperAICapital/status/1993469173046133196) 2025-11-25T23:57Z [---] followers, [----] engagements
"@KobeissiLetter This lines up with what weve been seeing. Funds arent waiting for dips anymore. Cash levels this low mean institutions are positioning for a multi-year run in tech AI and infra. When the big money is this committed pullbacks tend to get bought fast"
[X Link](https://x.com/HyperAICapital/status/1993470993877381330) 2025-11-26T00:04Z [---] followers, [---] engagements
"@MarioNawfal This is the type of scaling people underestimate. 11MW solar-powered Megapack-backed Tesla isnt just building chargers theyre building energy infrastructure"
[X Link](https://x.com/HyperAICapital/status/1993489589202567215) 2025-11-26T01:18Z [----] followers, [--] engagements
"@CNBC Wild headline. Nvidia just posted record demand sold-out roadmaps and a datacenter TAM exploding faster than analysts can model. The crown isnt slipping its getting upgraded every quarter"
[X Link](https://x.com/HyperAICapital/status/1993493380068962417) 2025-11-26T01:33Z [---] followers, [---] engagements
"If this is what an uneasy crown looks like imagine what a stable one would be. $NVDA is still the gravitational center of the entire AI economy"
[X Link](https://x.com/iced_animals/status/1993493902016626762) 2025-11-26T01:35Z [---] followers, [--] engagements
"@JonErlichman Imagine quitting after the 50th rejection. Or the 80th. Or the 100th. She didnt and now its a $42B monster"
[X Link](https://x.com/HyperAICapital/status/1993508585096237521) 2025-11-26T02:34Z [---] followers, [---] engagements
"@FoxNews If trade tensions cool thats a tailwind for global tech and AI infrastructure. Clear pathways for chips hardware and data center expansion benefit everyone"
[X Link](https://x.com/HyperAICapital/status/1993510556842770701) 2025-11-26T02:42Z [---] followers, [----] engagements
"@Stocktwits Googles TPU stack is exploding and its a supply chain win for $AVGO $TSM $APH $JBL $CLS and $LITE. Another confirmation that AI demand is nowhere near slowing down"
[X Link](https://x.com/HyperAICapital/status/1993517909856207176) 2025-11-26T03:11Z [---] followers, [---] engagements
"@MrMikeInvesting METAs fundamentals are insane right now 26% YoY revenue growth at mega-cap scale is ridiculous. If they keep compounding AI ads + infra spend the re-rating will follow"
[X Link](https://x.com/HyperAICapital/status/1993520839560745357) 2025-11-26T03:23Z [---] followers, [----] engagements
"@SawyerMerritt Austin is about to become the first real test case of what an autonomous city actually looks like"
[X Link](https://x.com/HyperAICapital/status/1993545734965412218) 2025-11-26T05:01Z [---] followers, [---] engagements
"OPENAI TARGETS [---] MILLION PAYING CHATGPT USERS BY [----] ChatGPT already has around [---] million weekly active users today but only about [--] million pay. If OpenAI reaches [---] million paid subscribers it puts ChatGPT in the same league as Spotify which sits at roughly [---] million paying users right now. So this target is huge but absolutely realistic for a platform with global scale. To get there OpenAI is pushing aggressive pricing options from five dollars a month in developing markets to two hundred dollars a month for power users. Theyre leaning heavily into enterprise and team"
[X Link](https://x.com/HyperAICapital/status/1993581068495339658) 2025-11-26T07:22Z [---] followers, [--] engagements
"Are there any $BITF or $HIVE bulls left Or was it all just a pump and dump by X traders who look at coloured diamonds"
[X Link](https://x.com/HyperAICapital/status/1993582937460379717) 2025-11-26T07:29Z [---] followers, [---] engagements
"It was obvious $BITF and $HIVE were scraped from the absolute bottom of the stock-market barrel"
[X Link](https://x.com/HyperAICapital/status/1993752820873621579) 2025-11-26T18:44Z [---] followers, [---] engagements
"THE [--] STOCKS IM BETTING THE AI DECADE ON ⚡ This is my 8-stock AI portfolio and Im loading it with conviction every single week because the next decade is going to be defined by compute. Demand is going vertical infrastructure is already overwhelmed and the companies at the center of this shift are set up for explosive growth. Ive broken down each name below so you can see exactly why Im betting the decade on them. 1/10🧵"
[X Link](https://x.com/HyperAICapital/status/1993790045426471401) 2025-11-26T21:12Z [---] followers, [----] engagements
"$NBIS My biggest holding. Nebius is building the physical backbone of AI at a moment when the world is running out of power land and capacity. They develop large-scale data centers secure enormous power footprints deploy high-density GPU clusters and deliver cloud-level compute for AI workloads. Their locations allow rapid scaling where the industry is bottlenecked. I like NBIS because they are tied directly to the physical limits of AI growth. Their trajectory is huge and the opportunity ahead is enormous. 📈 Bullish guidance Explosive multi-year scaling with aggressive power rack and ARR"
[X Link](https://x.com/HyperAICapital/status/1993790047854972979) 2025-11-26T21:12Z [---] followers, [---] engagements
"$NVDA My second biggest holding NVIDIA is the central compute platform of the AI era. They design the GPUs that train the worlds largest models and control CUDA the ecosystem everything runs on. Their pace in hardware software and networking is unmatched and they continue to set the direction of the entire industry. I like NVIDIA because they feel irreplaceable at the heart of AI and their demand runway is one of the strongest in technology. 📈 Bullish guidance Management highlighted accelerating demand visibility through [----] a multi-quarter supply ramp and a rapid architecture cadence all"
[X Link](https://x.com/HyperAICapital/status/1993790050849706134) 2025-11-26T21:12Z [---] followers, [---] engagements
"$GOOG My third biggest holding Google operates one of the worlds largest AI infrastructures. Their stack spans search ads cloud YouTube Android and enterprise tools all powered by AI. They design TPUs operate global-scale data centers and monetise AI across both infrastructure and consumer layers. I like Google because their business is already AI-native deeply profitable and positioned for multi-year cloud acceleration. 📈 Bullish guidance Google Cloud expects continued margin expansion accelerating AI workloads and rising capex intensity through [--------] as TPU demand ramps. 📊 Latest"
[X Link](https://x.com/HyperAICapital/status/1993790053924131172) 2025-11-26T21:12Z [---] followers, [---] engagements
"$AMZN My fourth biggest holding AWS is the backbone of global AI development. Training inference deployment storage and scaling all run through AWS. Amazon builds its own chips expands GPU regions aggressively and secures long-term energy infrastructure. I like Amazon because AWS monetises AI across every cloud service layer creating one of the most powerful flywheels in tech. 📈 Bullish guidance AWS signaled multi-year reacceleration driven by AI training clusters native AI services and expanding enterprise migrations. Capex expected to rise meaningfully. 📊 Latest figures Revenue 180.2b"
[X Link](https://x.com/HyperAICapital/status/1993790057124384942) 2025-11-26T21:12Z [---] followers, [---] engagements
"$MSFT My fifth biggest holding Microsoft is the enterprise gateway to AI. Azure is accelerating Copilot is rolling out across the entire Microsoft ecosystem and their OpenAI partnership gives them access to frontier models. They are embedding AI into workflows millions already rely on. I like Microsoft because they combine stability with enormous AI upside. 📈 Bullish guidance Microsoft guided continued Azure acceleration expanding Copilot monetisation and record AI bookings extending into [--------]. AI capex expected to rise materially. 📊 Latest figures Revenue 77.7b (+18% YoY) Cloud 49.1b"
[X Link](https://x.com/HyperAICapital/status/1993790059787767975) 2025-11-26T21:12Z [---] followers, [---] engagements
"$AMD My sixth biggest holding AMD is becoming a major supplier of AI GPUs and server CPUs. EPYC dominates high-efficiency workloads and MI300 has started to see real traction with hyperscalers looking for additional supply outside of NVIDIA. As clouds diversify and build larger clusters AMD is positioned as the clear second source in the AI accelerator market. I like AMD because the upside is asymmetric if they keep executing on the MI roadmap AI revenue could scale meaningfully over the next few years. 📈 Bullish momentum AMD isnt giving full-year [----] guidance yet but Q3/Q4 performance"
[X Link](https://x.com/HyperAICapital/status/1993790062568591607) 2025-11-26T21:12Z [---] followers, [---] engagements
"$AVGO My seventh biggest holding Broadcom powers the high-performance networking and custom silicon behind modern AI clusters. AI requires extreme bandwidth and hyperscalers rely heavily on Broadcoms ASIC programs and switching performance. I like Broadcom because they sit in a critical layer most investors overlook but every hyperscaler depends on. 📈 Bullish guidance Management expects continued AI silicon growth through [--------] driven by hyperscaler ASIC demand and high-performance networking scaling. 📊 Latest figures (updated) AI semiconductor revenue $5.2b last quarter up 63% YoY"
[X Link](https://x.com/HyperAICapital/status/1993790065211003170) 2025-11-26T21:12Z [---] followers, [---] engagements
"$ASML My eighth biggest holding ASML builds the EUV machines required to produce the worlds most advanced AI chips. Every cutting-edge GPU accelerator and advanced node starts with ASML lithography tools. Their moat is unmatched and they sit at the foundation of every AI hardware cycle. I like ASML because AI chip demand directly drives EUV demand and that creates a powerful multi-year tailwind. 📈 Bullish guidance ASML reiterated strong [--------] growth with rising EUV orders High-NA adoption and expanding foundry capex for AI-driven nodes. 📊 Latest figures Net sales 7.5b Gross margin 51.6"
[X Link](https://x.com/HyperAICapital/status/1993790067949883821) 2025-11-26T21:12Z [---] followers, [---] engagements
"This portfolio covers the full arc of the AI supercycle. Power and physical infrastructure frontier compute cloud distribution networking and silicon performance and the fabrication tools behind next-generation chips. Im not trying to time anything. Im owning the foundations of the entire AI era and Im staying aggressive through the decade. 10/10🧵 $NBIS $NVDA $GOOG $AMZN $MSFT $AVGO $AMD $ASML"
[X Link](https://x.com/HyperAICapital/status/1993790070537740745) 2025-11-26T21:12Z [---] followers, [---] engagements
"🚨 JP MORGANS STEPHANIE ALIAGA WENT ON BLOOMBERG AND MADE A STRONG CASE FOR STAYING BULLISH ON AI INFRASTRUCTURE 🚨 She said theres no bubble risk here because the revenue backs the valuations. The debt worries are overstated too Cartier isnt that expensive for a billionaire meaning Big Tech can easily handle this data center buildout. Her key point was that were now moving into the next phase where utilization and software drive the gains not just hardware. Stepping out now is how people missed massive upside in the late 90s. $NBIS $IREN $CRWV $CIFR"
[X Link](https://x.com/HyperAICapital/status/1993802149986488828) 2025-11-26T22:00Z [---] followers, 17.1K engagements
"Keeping an eye on $FLNC Goldman Sachs just upgraded the stock and raised their target from [--] to [--]. That tells me institutions are starting to re-rate this name Battery storage is becoming mandatory as renewables and data center demand keep ramping. Fluence sits right in that slipstream and the backlog is real. Not a core position for me but its the kind of high beta infra play that can move fast when sentiment turns. Watching it closely"
[X Link](https://x.com/HyperAICapital/status/1993814032034484632) 2025-11-26T22:48Z [---] followers, [---] engagements
"$IREN holders looking at $NBIS"
[X Link](https://x.com/HyperAICapital/status/1993816008302456965) 2025-11-26T22:55Z [---] followers, [---] engagements
"A must read for any $NBIS investor or anyone looking to entire a position. @mvcinvesting and his level headed review of companies is what sparked my interest in Nebius. I just published a new article: $NBIS: Updated Valuation Model Post-Q3 Results Please make an effort to read the full piece rather than jumping straight to the final numbers. The context and assumptions are just as important. Happy Thanksgiving 🙌🏻 https://t.co/ZNtOVhtnwi I just published a new article: $NBIS: Updated Valuation Model Post-Q3 Results Please make an effort to read the full piece rather than jumping straight to"
[X Link](https://x.com/HyperAICapital/status/1993839809455116619) 2025-11-27T00:30Z [---] followers, 21.2K engagements
"@mvcinvesting Anytime Your Substack is a wealth of valuable information. Has provided me with excellent material and insights while I do my due diligence"
[X Link](https://x.com/HyperAICapital/status/1993842977211601164) 2025-11-27T00:43Z [---] followers, [---] engagements
"BREAKING: Huge signal for data center names like $NBIS $IREN $CRWV $CIFR The $CLSK CEO dropped a pretty telling comment on November 25th during their Q4 earnings call and it lines up perfectly with what weve been seeing across the entire AI infra buildout. I had a conversation with the Senior Director of Site Development for a global hyperscaler last night as I was leaving. He told us their [----] forecasts are so constrained they are already looking at alternative builds just to meet the demand for [----]. My take remains the same as usual this is the real story behind AI infrastructure."
[X Link](https://x.com/HyperAICapital/status/1993876586190524722) 2025-11-27T02:56Z [---] followers, [---] engagements
"Rocket Labs Neutron rockets fairings (nose cone) are on the move in New Zealand. Headed to USA maybe $RKLB 📸 muzznzer"
[X Link](https://x.com/HyperAICapital/status/1993989735589798143) 2025-11-27T10:26Z [---] followers, [----] engagements
"$NBIS and $IREN highlight the two very different paths emerging in this shift. $NBIS was purpose built for AI from the start with real redundancy cooling generators and resiliency baked into the design so they arent wasting time trying to retrofit old Bitcoin barns into something they were never meant to be. Most miners simply dont have that foundation. BTC sites were originally designed for one thing feeding ASICs with raw power which means no proper switchgear no meaningful backup systems no storage infrastructure and very little of what an AI workload actually requires. Thats why only a"
[X Link](https://x.com/HyperAICapital/status/1994137416668729715) 2025-11-27T20:13Z [----] followers, [----] engagements
"@EndicottInvests $NBIS easy triple by [----] year end"
[X Link](https://x.com/HyperAICapital/status/1994137873357103338) 2025-11-27T20:14Z [---] followers, [---] engagements
"Have I got this wrong about $ZETA I like $ZETA as a growth story and I think the platform has real traction but my only concern is the moat. Its there but it isnt the kind of deep durable moat you see with companies like $NVDA $ASML or even the AI infrastructure names. Zeta has an edge with its data graph its AI driven marketing stack and the way it ties everything together. That helps with retention and creates switching costs but its still operating in a crowded space with $CRM $ADBE $ORCL and a long line of other well funded martech players. Nothing truly stops a larger competitor from"
[X Link](https://x.com/HyperAICapital/status/1994138906846175442) 2025-11-27T20:18Z [---] followers, [---] engagements
"People keep comparing this to the Dot Com bubble but the difference today is night and day because back then most companies had no revenue no profits and no real demand behind the spending that was taking place. $MSFT $GOOG $AMZN $META $AAPL and $NVDA are now generating hundreds of billions in revenue every year and using that cash flow to fund the AI buildout which is the complete opposite of that era where companies were burning money on ideas that had no users and no path to scale. These firms are pouring capital into GPUs data centers and power because the demand is real growing and"
[X Link](https://x.com/HyperAICapital/status/1994154168433701033) 2025-11-27T21:19Z [---] followers, [----] engagements
"@StockMKTNewz @fiscal_ai Dont sleep on $GOOGL"
[X Link](https://x.com/HyperAICapital/status/1994157797504897169) 2025-11-27T21:34Z [---] followers, [--] engagements
"@KobeissiLetter This is the kind of optimism that typically shows up before major investment cycles not after them"
[X Link](https://x.com/HyperAICapital/status/1994175079144370309) 2025-11-27T22:42Z [---] followers, [---] engagements
"This chart from JP Morgan shows just how massive the US data center buildout has become and it highlights why names like $NBIS $IREN $CIFR $CRWV and $CLSK are set up so well for this cycle. Total capacity that is built under construction or in planning has surged to around [--] gigawatts in [----] more than doubling in a single year and sitting eight times higher than in [----]. Planned projects alone now make up roughly [--] gigawatts which is an all time high. Its bullish for these companies because theyre directly tied to the expansion. The more data centers get built the more demand there is for"
[X Link](https://x.com/HyperAICapital/status/1994560746509013163) 2025-11-29T00:15Z [---] followers, [----] engagements
"🚨JP MORGAN: WERE EARLY THE REAL AI UPSIDE COULD BE $10$20T AHEAD Infra is only Phase [--]. Platforms + Applications are the multi-trillion-dollar wave coming next. All while: OpenAI prepares $1T+ in capex Hyperscalers spend $500B+ a year Data-center vacancy stays at 1.6% The big move is still in front of us. $NBIS $IREN $CRWV $CIFR $NVDA $GOOG"
[X Link](https://x.com/HyperAICapital/status/1994596570877366602) 2025-11-29T02:37Z [---] followers, [----] engagements
"🚨BREAKING: MICHAEL SAYLOR JUST GAVE AN INSANELY BULLISH OUTLOOK FOR [----] ON CNBC🚨 I have put the top [--] most bullish segments in the thread below 🧵👇 The "4-Year Cycle" is dead. The "Banker Acceptance" era is here. Must read/watch for all $BTC $MSTR and all crypto investors"
[X Link](https://x.com/HyperAICapital/status/1994693395638309149) 2025-11-29T09:02Z [---] followers, [---] engagements
"1 The Wall Street Capitulation (Banks Are All In) The final barrier is falling. Saylor confirms that Charles Schwab & Citi are prepping to custody $BTC & extend credit in 1H [----]. When big banks let you borrow against $BTC it creates the foundation of the global credit system. "The real story in '26 is banker acceptance. willingness to custody trade and extend credit.""
[X Link](https://x.com/HyperAICapital/status/1994693593559351655) 2025-11-29T09:03Z [---] followers, [---] engagements
"3 The Corporate Balance Sheet Unlock Old rules forced companies to report $BTC price drops as losses but never gains. That ends with Fair Value Accounting in [----]. Holding Bitcoin is now a "structural competitive advantage." CFOs finally have the green light to boost EPS with $BTC. "It became pretty clear that it gave a structural competitive advantage to a public company to have Bitcoin on their balance sheet.""
[X Link](https://x.com/HyperAICapital/status/1994694067889082605) 2025-11-29T09:05Z [---] followers, [---] engagements
"$NBIS all time high before year end. Calling it now"
[X Link](https://x.com/HyperAICapital/status/1994714378713895221) 2025-11-29T10:25Z [---] followers, 10.2K engagements
"$NBIS will be a $1000 stock by 2030"
[X Link](https://x.com/HyperAICapital/status/1994720771466547576) 2025-11-29T10:51Z [----] followers, 29.6K engagements
"@babyfolio How can anyone be bearish 😅"
[X Link](https://x.com/HyperAICapital/status/1994996078979289383) 2025-11-30T05:05Z [---] followers, [---] engagements
"Lot of fear swirling around $NBIS dilution. In this post I break down how this mirrors early $AMZN when they pumped stock to fuel AWS the move that set up a decade-long run. AI infra names like $IREN $CRWV $CIFR are/will play the same game. This is how you scale into a supercycle. $NBIS getting hit for dilution feels exactly like Amazon during the early AWS build-out. $AMZN was issuing stock nonstop to fund data centers everyone hated it meanwhile the stock went from $3.50 in [----] (split-adjusted) to $150+ by [----] as AWS kicked into gear. Thats a 40x https://t.co/dJZZvXXkYy $NBIS getting hit"
[X Link](https://x.com/HyperAICapital/status/1995016196102729791) 2025-11-30T06:25Z [---] followers, 13.4K engagements
"@greenytrades Same. I was busy learning to walk instead of loading up on $NVDA. Huge mistake"
[X Link](https://x.com/HyperAICapital/status/1995036441676845167) 2025-11-30T07:45Z [---] followers, [--] engagements
"@Coinvo 20T hitting the system would pour rocket fuel on the AI supercycle. $NVDA $NBIS"
[X Link](https://x.com/HyperAICapital/status/1995071005635879235) 2025-11-30T10:02Z [---] followers, [---] engagements
"Google saying it needs [----] more AI infrastructure in the next [--] years is a massive signal for AI stocks. If they have to double capacity every six months hyperscalers clearly arent even close to meeting demand. Thats a direct tailwind for the names powering the buildout. $NVDA keeps winning on sheer compute demand $AMD rides the accelerator gap $AVGO captures networking and custom silicon and data-center players like $NBIS $IREN $CIFR feel the knock-on effect as hyperscalers scramble for more land power and capacity. When a company the size of $GOOG admits it doesnt have anywhere near the"
[X Link](https://x.com/HyperAICapital/status/1995077091927191571) 2025-11-30T10:27Z [---] followers, [----] engagements
"$NBIS IS A BETTER OPPORTUNITY THAN $IREN AND $CIFR IN THE AI INFRASTRUCTURE BOOM When I compare these companies I always start with the people running them. Thats where the gap becomes clear. $NBIS is led by the former Yandex cloud leadership. These are operators who have already built and scaled a full cloud platform supporting search maps storage and enterprise workloads. When Nebius formed more than a thousand engineers came across. They arent learning AI infrastructure on the fly. Theyve done this before at real global scale and now theyre rebuilding the entire stack with an AI-first"
[X Link](https://x.com/HyperAICapital/status/1995200059894624672) 2025-11-30T18:35Z [---] followers, 37.8K engagements
"@StockMKTNewz Futures soft but compute demand isnt. December should be fun for $NVDA $AMD $NBIS $GOOG $AMZN bulls"
[X Link](https://x.com/HyperAICapital/status/1995270852875882827) 2025-11-30T23:16Z [---] followers, [----] engagements
"NVIDIA VS GOOGLE TPU NARRATIVE IS BEING READ WRONG The Meta and Google TPU news pushed investors to dump $NVDA and chase $GOOG to new highs. But the bigger takeaway especially for $NBIS is being misunderstood. Google offering TPUs to major customers does not replace Nvidia. GPUs and TPUs are built for different workloads and the demand for compute is strong enough for both to grow. Competition usually expands a market rather than collapsing it. The smartphone era proved that when multiple leaders pushed the category forward. The selloff in $TSM also overlooked the fact that TSMC manufactures"
[X Link](https://x.com/HyperAICapital/status/1995286574024790199) 2025-12-01T00:19Z [---] followers, [---] engagements
"THE AI CHIP LANDSCAPE IS EVOLVING FAST AND EVERY PLAYER IS MOVING DIFFERENT PIECES ON THE BOARD $NVDA remains the leader in general-purpose compute. Nvidias GPUs dominate because they excel at parallel math which is the foundation of training neural networks. The CUDA ecosystem gives them a software advantage that no one else has matched. This combination keeps GPUs at the center of the largest training clusters and the most demanding inference workloads. Hyperscalers are no longer just customers. They are designing their own silicon to control costs and reduce reliance on Nvidia. $GOOGL is"
[X Link](https://x.com/HyperAICapital/status/1995291165554524261) 2025-12-01T00:37Z [---] followers, [---] engagements
"@Cointelegraph Kevin Hassett is the front runner"
[X Link](https://x.com/HyperAICapital/status/1995297270674383183) 2025-12-01T01:01Z [---] followers, [----] engagements
"@Data_Dispatch @EndicottInvests 💯 holding $NBIS for the long term"
[X Link](https://x.com/HyperAICapital/status/1995301483949310161) 2025-12-01T01:18Z [---] followers, [---] engagements
"@iLoveiDevices 100% This $NVDA still remains one of the best solid opportunities in the market for the foreseeable future"
[X Link](https://x.com/HyperAICapital/status/1995357951088017754) 2025-12-01T05:03Z [---] followers, [---] engagements
"@Mr_Derivatives This $BTC correction could make a good entry point for $MSTR"
[X Link](https://x.com/HyperAICapital/status/1995375621741166780) 2025-12-01T06:13Z [---] followers, [---] engagements
"🚨BREAKING: NVIDIA DEMAND GOES GLOBAL IN A BIG WAY A Silicon Valley firm PaleBlueDot AI is seeking around $300M to secure advanced $NVDA chips for a Tokyo data center with Chinese social platform Rednote (Xiaohongshu) as the end user. This is cross border GPU demand at its peak. A US AI company buying chips for a Chinese client to deploy in Japan because capacity and access are that tight. JPMorgan has helped prepare marketing materials for potential lenders which shows the scale of this buildout even if they step back from the final deal. Global AI infrastructure is accelerating faster than"
[X Link](https://x.com/HyperAICapital/status/1995377524776538159) 2025-12-01T06:20Z [---] followers, [---] engagements
"@SeekingAlpha People forget Alphabet is one of the biggest data-center builders on earth. When AI infra demand goes vertical the companies owning compute land power and scale get rewarded. $GOOGL was never going to stay discounted forever"
[X Link](https://x.com/HyperAICapital/status/1995417409885532599) 2025-12-01T08:59Z [---] followers, [---] engagements
"MORE REASONS WHY $NBIS STANDS OUT AGAINST $IREN AND $CIFR Heres why the gap between Nebius Iris Energy and Cipher Mining is even bigger than most realise. Nebius didnt just land a hyperscaler. They landed $MSFT on a level that puts them in a completely different category. The deal is about 17.4B and rises to roughly 19.4B if Microsoft takes the full optional capacity. That entire project is being built as a clean AI cloud from the ground up in Vineland with Nvidias GB300 era hardware in mind. This isnt a mining campus conversion. Its a new build engineered for AI first workloads with a second"
[X Link](https://x.com/HyperAICapital/status/1995551722836726231) 2025-12-01T17:53Z [----] followers, [----] engagements
"THE $NBIS PRICE TARGET TREND IS GETTING HARD TO IGNORE $NBIS is becoming one of the most aggressively revalued AI infrastructure names in the market right now. Every update keeps moving in one direction UP. Arete Research just lifted their target to $211 🟢 Northland Capital Markets $206 $211 (Outperform) 🟢 D.A. Davidson $125 $150 (Buy) 🟢 BWS Financial $90 $130 (Buy) 🟢 CICC Research initiation at $143 (Outperform) 🟢 Citizens JMP initiation at $175 (Market Outperform) 🟢 Goldman Sachs $137 $155 (Buy) 🟢 Arete Research $184 $211 (Buy) These targets continue to climb and we havent even"
[X Link](https://x.com/HyperAICapital/status/1995566872402821624) 2025-12-01T18:53Z [----] followers, 55.6K engagements
"@strandedpsgr Arete Research is a well respected independent tech focused equity research firm known for deep analysis in semis AI cloud and infrastructure with no banking conflicts. Their $NBIS [---] price target carries real weight"
[X Link](https://x.com/HyperAICapital/status/1995567551049597182) 2025-12-01T18:55Z [---] followers, [---] engagements
"@StockMKTNewz $NVDA continues to be an incredibly obvious buy"
[X Link](https://x.com/HyperAICapital/status/1995568076398735842) 2025-12-01T18:57Z [---] followers, [---] engagements
"🚨BREAKING: $NBIS breaks $100"
[X Link](https://x.com/HyperAICapital/status/1995584796505121258) 2025-12-01T20:04Z [---] followers, [----] engagements
"Everyones fighting for $NVDA supply meanwhile $NBIS already has two hyperscalers locked in and still cant keep up with demand. Once Alabama and Indiana come online the gap between $NBIS and $IREN / $CIFR only gets bigger"
[X Link](https://x.com/HyperAICapital/status/1995591386989822445) 2025-12-01T20:30Z [---] followers, [---] engagements
"@MB_Hogan $NBIS Just keeps on heating up"
[X Link](https://x.com/HyperAICapital/status/1995594211115278578) 2025-12-01T20:41Z [---] followers, [---] engagements
"🚨BREAKING: NEBIUS NEW PARTNERSHIP WITH UNION AI $NBIS just added another real enterprise win. Union ai is the team behind Flyte one of the leading open-source orchestration platforms for large-scale AI ML and data workflows. Their tech powers production pipelines for companies that actually run serious compute. https://twitter.com/i/web/status/1995598540371071025 https://twitter.com/i/web/status/1995598540371071025"
[X Link](https://x.com/HyperAICapital/status/1995598540371071025) 2025-12-01T20:59Z [----] followers, 29.2K engagements
"Targets are climbing because the fundamentals keep getting stronger. New sites stronger guidance hyperscaler demand accelerating. $NBIS is still early"
[X Link](https://x.com/HyperAICapital/status/1995601060090839540) 2025-12-01T21:09Z [---] followers, [---] engagements
"@daniel_koss $NBIS fundamentals continue to get stronger. Ignore short term price action"
[X Link](https://x.com/HyperAICapital/status/1995606028340396104) 2025-12-01T21:28Z [---] followers, [---] engagements
"@moninvestor $NBIS moving on price target increase price targets continue to climb higher"
[X Link](https://x.com/HyperAICapital/status/1995606228761018533) 2025-12-01T21:29Z [---] followers, [---] engagements
"@MB_Hogan $NBIS increasing their Europe footprint its all playing out 👀"
[X Link](https://x.com/HyperAICapital/status/1995606530243362838) 2025-12-01T21:30Z [---] followers, [---] engagements
"🚨 BREAKING: $IREN ANNOUNCES [--] BILLION CAPITAL RAISE $IREN just revealed a massive [--] billion US dollar capital raise made up of new [----] and [----] convertible notes plus a registered share offering. Big banks are on it are Citigroup Goldman Sachs and J.P. Morgan. $IREN is down 7% in after hours"
[X Link](https://x.com/HyperAICapital/status/1995613279364976877) 2025-12-01T21:57Z [----] followers, 28.4K engagements
"Exactly the direction $NBIS needs to keep going. Flyte powers mission-critical AI and ML pipelines across real production environments. Pair that with Nebius infrastructure and its a perfect fit for scaling serious workloads"
[X Link](https://x.com/HyperAICapital/status/1995629757841768815) 2025-12-01T23:03Z [---] followers, [----] engagements
"@MirageWL8 $NBIS heating up in a major way"
[X Link](https://x.com/HyperAICapital/status/1995631093752758759) 2025-12-01T23:08Z [---] followers, [---] engagements
"@FinanceMajor_23 Bigger deal than what most people probably thing. $NBIS continues to lay ground work"
[X Link](https://x.com/HyperAICapital/status/1995631285470199826) 2025-12-01T23:09Z [---] followers, [---] engagements
"@Pearsonpc $NBIS continuing to execute and lay the foundation for growth. Love to see it"
[X Link](https://x.com/HyperAICapital/status/1995631546087453152) 2025-12-01T23:10Z [---] followers, [---] engagements
"@CNBC $NBIS making huge moves though 😉"
[X Link](https://x.com/HyperAICapital/status/1995632263229542661) 2025-12-01T23:13Z [---] followers, [---] engagements
"@_stockResearch $1000 price target for $NBIS by [----] is certainly ambitious. They would need to execute perfectly and have some major catalysts arise we arent aware of. Its possible but very slim. My price target for [----] is $300. Heres my breakdown https://x.com/hyperaicapital/status/1992132000472563760s=46 I have a $300 minimum price target on $NBIS by [----] and the dilution makes perfect sense. NBIS is gearing up like a company that wants to become a hyperscaler themselves not just serve them. Look at the history. Amazon diluted aggressively while building AWS. Microsoft spent"
[X Link](https://x.com/HyperAICapital/status/1995635467744928093) 2025-12-01T23:25Z [---] followers, [---] engagements
"@_stockResearch I like what you are laying down. My thoughts; A $1000 target for $NBIS by [----] is ambitious. Theyd need flawless execution plus a few major catalysts we dont even see yet. Its possible but the probability is low. My break down for a $300 [----] target: https://x.com/hyperaicapital/status/1992132000472563760s=46 I have a $300 minimum price target on $NBIS by [----] and the dilution makes perfect sense. NBIS is gearing up like a company that wants to become a hyperscaler themselves not just serve them. Look at the history. Amazon diluted aggressively while building AWS. Microsoft"
[X Link](https://x.com/HyperAICapital/status/1995636292395409422) 2025-12-01T23:29Z [---] followers, [----] engagements
"@btc_4_days Reality is if we want massive $IREN growth dilution will occur. Its part of the process"
[X Link](https://x.com/HyperAICapital/status/1995637186138701867) 2025-12-01T23:32Z [---] followers, [---] engagements
"@EndicottInvests People are missing the point. $MSFT was never going to outsource its software stack. The real upside is $NBIS building the AI cloud everyone else can actually use"
[X Link](https://x.com/HyperAICapital/status/1995643268043079707) 2025-12-01T23:56Z [---] followers, [---] engagements
"@LydiaLi712898 $NBIS continuing to perform"
[X Link](https://x.com/HyperAICapital/status/1995646792772506055) 2025-12-02T00:10Z [---] followers, [---] engagements
"@LydiaLi712898 Wait until $NBIS makes your 2026"
[X Link](https://x.com/HyperAICapital/status/1995654852832338074) 2025-12-02T00:42Z [---] followers, [---] engagements
"WHY $IREN NEEDS THIS $2B RAISE: $IREN just launched up to $2B of new [----] and [----] convertible notes alongside an equity offering to clean up its [----] and [----] converts and strengthen the balance sheet for its AI buildout. The $MSFT deal is roughly $9.7B over five years and requires IREN to buy about $5.8B of Nvidia GB300 infrastructure from Dell and stand up around 200MW of new liquid-cooled capacity at its Childress Texas campus. Microsoft is only prepaying about 20% of the contract so IREN still has to fund the bulk of the hardware and construction itself. AI infrastructure is brutally"
[X Link](https://x.com/HyperAICapital/status/1995671709110947862) 2025-12-02T01:49Z [---] followers, 12.2K engagements
"@KobeissiLetter Feels like the housing market is trying to price out an entire generation. Prices up affordability down nothing adds up"
[X Link](https://x.com/HyperAICapital/status/1995702969732661501) 2025-12-02T03:54Z [---] followers, [---] engagements
"@BagelC47 Good to know. I still like $IREN and may open a position. I prefer $NBIS however"
[X Link](https://x.com/HyperAICapital/status/1995719676995748020) 2025-12-02T05:00Z [---] followers, [---] engagements
"@_nyansego $NBIS 🔥🔥🔥"
[X Link](https://x.com/HyperAICapital/status/1995733511542620242) 2025-12-02T05:55Z [---] followers, [---] engagements
"@029_protein $NBIS 🔥🔥"
[X Link](https://x.com/HyperAICapital/status/1995733623601877031) 2025-12-02T05:55Z [---] followers, [---] engagements
"@nvidianewsroom @MistralAI This is big. Optimized frontier models mean even more pull-through for $NVDA platforms"
[X Link](https://x.com/HyperAICapital/status/1995992786106286542) 2025-12-02T23:05Z [---] followers, [---] engagements
"@KobeissiLetter If this hits $300B $NVDA $MSFT and the infra names are going to print money"
[X Link](https://x.com/HyperAICapital/status/1996018480332898328) 2025-12-03T00:47Z [---] followers, [----] engagements
"ANTHROPIC IPO IS A DIRECT CATALYST FOR DATA CENTERS Anthropic owns no data centers. Every step of their growth pushes demand straight into operators building accelerated capacity. That puts $NBIS $CRWV and $IREN directly in the flow of this expansion. A well-funded Anthropic means larger models more training runs and heavier inference workloads. That forces $AMZN $GOOGL and $MSFT to deploy more $NVDA and $AMD accelerators and expand sites faster than planned. Competitors like OpenAI xAI DeepMind and $META will accelerate their own workloads creating even more pressure on the infrastructure"
[X Link](https://x.com/HyperAICapital/status/1996040396280086936) 2025-12-03T02:14Z [---] followers, [----] engagements
"This development affects far more than Anthropic alone. A move like this pushes the rest of the frontier model companies to accelerate their own timelines. OpenAI DeepMind xAI and $META will all increase training activity and secure additional GPU capacity so they are not caught behind. That creates a heavier load on the major cloud platforms such as $AMZN $GOOGL and $MSFT as they work to meet the next wave of demand. The additional strain does not stay contained within the hyperscalers. It moves directly into the specialists building high density infrastructure. This is why names like $NBIS"
[X Link](https://x.com/HyperAICapital/status/1996041766605390062) 2025-12-03T02:20Z [---] followers, [---] engagements
"Jim Cramer recommends to sell $OKLO and sell $IREN due to the recent convertible note offering. Inverse Cramer"
[X Link](https://x.com/HyperAICapital/status/1996072690197963024) 2025-12-03T04:23Z [---] followers, 45.6K engagements
"@PaperBozz I so badly want to like $PYPL they just keep fumbling the ball"
[X Link](https://x.com/HyperAICapital/status/1996086298290053535) 2025-12-03T05:17Z [---] followers, [---] engagements
"This must be one of the most disastrous investment blunders of the decade. Back in [----] SoftBank sold their entire $NVDA stake for just $3.3B right before Nvidia became the engine of the entire AI boom. If they held that position today it would be worth well over $100B. Some estimates even push it toward $150B. A missed 30x to 45x payday. This hits even harder because SoftBank runs the Vision Fund a giant tech portfolio built specifically to back long-term AI winners. The whole point of the fund is to spot generational companies early. They exited the biggest one right before liftoff. The"
[X Link](https://x.com/HyperAICapital/status/1996142112052854972) 2025-12-03T08:59Z [---] followers, [---] engagements
"@StockMKTNewz The future of cybersecurity is real time AI models catching threats before they even happen. Only works at scale with massive compute. $NVDA built the stack for that"
[X Link](https://x.com/HyperAICapital/status/1996308329753440629) 2025-12-03T19:59Z [---] followers, [---] engagements
"@vladtenev any plans to expand @RobinhoodApp to Australasia Australia and New Zealand would love access 🙏"
[X Link](https://x.com/HyperAICapital/status/1996362949825577254) 2025-12-03T23:36Z [---] followers, [--] engagements
"$IREN told the market in May it could build AI data centers for 6M to 7M per MW. Now in November it is suddenly 14M to 16M per MW. That is not a small adjustment. This is the uncomfortable truth nobody wants to say. Retrofit bitcoin miners trying to pivot into AI keep discovering the real costs once they get deeper into the engineering. Power delivery cooling density and timelines expose who actually knows how to build and who is guessing. This is also why purpose-built players like $NBIS are scaling cleaner. Starting from scratch and controlling every layer of the stack removes these shocks"
[X Link](https://x.com/HyperAICapital/status/1996416989557096556) 2025-12-04T03:11Z [---] followers, 23.2K engagements
"@cryptorover Schwab waited [--] years to realise people want to buy Bitcoin. Incredible timing"
[X Link](https://x.com/HyperAICapital/status/1996423819540791382) 2025-12-04T03:38Z [---] followers, [---] engagements
"I love this take because it perfectly captures why $NBIS stands out in the AI infrastructure space. If you removed the name and only looked at how they plan build and communicate their strategy youd swear you were looking at a hyperscaler. That level of scale thinking this early is exactly what gets me excited. Theyre expanding footprint tightening execution and moving with the same intent the major cloud players showed before their breakout years. Thats the signal I watch for. Some people wait for the revenue slides. Id rather spot the hyperscaler mindset early. $NBIS is already showing it."
[X Link](https://x.com/HyperAICapital/status/1996746900922683491) 2025-12-05T01:02Z [---] followers, [---] engagements
"$NBIS only needs a [--] percent move to beat its all time closing high and a run like that before year end is very possible. The previous close sits around [---] and with the stock near [---] the gap is within reach. Any confirmation around the Indiana or Alabama sites can speed that up. Capacity announcements have been one of the strongest catalysts in AI infrastructure this year. Demand for AI compute keeps building the footprint is expanding and large scale deployments are accelerating across the industry. This sector does not move slowly. When capital returns the moves are sharp. Macro could"
[X Link](https://x.com/HyperAICapital/status/1996875757080002984) 2025-12-05T09:34Z [---] followers, [----] engagements
"If we get the rate cut next week the entire risk curve shifts. High growth infra names like $NBIS become the first beneficiaries. That [--] percent gap can disappear way quicker than people expect"
[X Link](https://x.com/HyperAICapital/status/1996984230988087347) 2025-12-05T16:45Z [---] followers, [---] engagements
"IS $FRMI ABOUT TO BE THE NEXT X OBSESSION I am watching this one closely because $FRMI is shaping up to be one of the most ambitious AI infrastructure stories anywhere in the market. The stock is trading around fifteen dollars with a valuation near ten billion and the company is still pre revenue yet it already controls more than five thousand acres through a ninety nine year lease with the Texas Tech University System and plans to build one of the largest private energy and data center campuses in the United States. Fermi America is building Project Matador in the Texas Panhandle a site"
[X Link](https://x.com/HyperAICapital/status/1997232085342498832) 2025-12-06T09:10Z [---] followers, [----] engagements
"THE MACRO SETUP FOR AI NAMES IS SHIFTING FAST 📈🔥 $NBIS $NVDA and $PLTR are in the spotlight right now. Im watching this closely because macro headlines are running the entire market. Even the strongest earnings arent getting rewarded. Everything is trading off the macro tone more than anything else. The Federal Reserve basically ended quantitative tightening after a $13.5B liquidity jump on December 1st. The money printer is turning back on. Liquidity is finally moving again which is usually the first spark for high growth names. There is speculation that Kevin Hassett could become the next"
[X Link](https://x.com/HyperAICapital/status/1997579261000216774) 2025-12-07T08:09Z [---] followers, [----] engagements
"$NBIS $NVDA and $PLTR all benefit from this dynamic but in different ways. The infrastructure names feel the impact of heavier training schedules and accelerating model complexity while $PLTR gains from the rapid increase in enterprise deployment. Both sides point to the same underlying trend. AI workloads are expanding and the demand supporting them continues to build"
[X Link](https://x.com/HyperAICapital/status/1997605965198422349) 2025-12-07T09:55Z [---] followers, [---] engagements
"🚨BREAKING: THE FIGHT FOR WARNER BROS HAS OFFICIALLY BECOME A MARKET BATTLE Netflix $NFLX moved first with a massive deal to acquire the $WBD studios HBO Max and one of the deepest content engines in entertainment. It looked like the clear path forward. Then Paramount Skydance $PSKY came in with a hostile all cash offer at [--] dollars per share valuing Warner Bros at more than [---] billion dollars and instantly flipped the entire situation. What started as a straightforward acquisition is now a full takeover war. This has become far more than a bidding contest. Its a clash of two investment"
[X Link](https://x.com/HyperAICapital/status/1998138648685129855) 2025-12-08T21:12Z [---] followers, [---] engagements
"@amitisinvesting $NVDA back in the $190s was only a matter of time. The demand picture hasnt changed at all"
[X Link](https://x.com/HyperAICapital/status/1998156447495176373) 2025-12-08T22:23Z [---] followers, [----] engagements
"$300M RAISE FOR BLACK FOREST LABS. HUGE SIGNAL FOR $NBIS. Black Forest Labs just locked in $300M at a $3.25B valuation. They are a Nebius customer building the FLUX models and this kind of funding tells you exactly where AI money is heading. Straight into teams that need massive compute. That is where Nebius wins. Every raise like this means more GPUs more training more inference more scale. These companies have to deploy that demand somewhere and Nebius is quickly becoming the go to platform for the fastest growing AI names. The pattern is hard to ignore. Recraft. The Stage AI. Black Forest"
[X Link](https://x.com/HyperAICapital/status/1998221915350335854) 2025-12-09T02:43Z [---] followers, 14.1K engagements
"INSTITUTIONAL INTEREST WENT BEYOND THE OFFERING AS $IREN RAISES $2.3B Institutional demand was strong right out of the gate. The full $300M greenshoe was exercised which shows that interest went well beyond the initial allocation. Big money wanted more exposure to what IREN is building. IREN is building one of the strongest balance sheets in AI infrastructure. They have just raised $2.3B through new convertible notes while retiring $544M of older higher coupon debt. This move lowers interest costs extends maturities and gives the business serious financial momentum. They issued two new notes."
[X Link](https://x.com/HyperAICapital/status/1998225072365167056) 2025-12-09T02:55Z [---] followers, [---] engagements
"ORACLE EARNINGS TOMORROW COULD SET THE TONE FOR EVERY DATA CENTRE STOCK $NBIS $IREN $CRWV $CIFR will all be watching this print closely. Oracle has become a major barometer for AI infrastructure demand and the entire sector trades off their signals right now. Were tied to Oracle until were not and tomorrows numbers will show whether that connection is still strengthening or starting to break. A strong report means the sector is still accelerating. It shows enterprises are committing to more compute more storage and more AI capacity. When Oracle posts growth investors often rotate into the"
[X Link](https://x.com/HyperAICapital/status/1998649522676027881) 2025-12-10T07:02Z [---] followers, [---] engagements
"2026 will be big for $NBIS but [----] will be explosive as the full weight of their buildout comes together"
[X Link](https://x.com/HyperAICapital/status/1998763382829109441) 2025-12-10T14:35Z [---] followers, [----] engagements
"Jerome Powell mentions AI data centers. $NBIS $IREN $CRWV $CIFR $NVDA"
[X Link](https://x.com/HyperAICapital/status/1998848385009463481) 2025-12-10T20:12Z [----] followers, 39K engagements
"Low key me right now $NBIS"
[X Link](https://x.com/HyperAICapital/status/1999192093621944468) 2025-12-11T18:58Z [---] followers, [---] engagements
"@NVIDIADC AI data centers are becoming living systems. Real-time telemetry is the only way to keep pace. The infra names positioned for this shift win big"
[X Link](https://x.com/HyperAICapital/status/1999201923329851576) 2025-12-11T19:37Z [---] followers, [---] engagements
"$NBIS and $NVDA are positioned right in the middle of where AI factories are heading. NVIDIAs update shows how critical real time observability has become. Spectrum X streams telemetry from switches SuperNICs and GPUs so operators can spot packet loss congestion and misconfigurations the moment they appear. Any provider building modern AI factories including $NBIS depends on this level of visibility to scale LLM training and inference without disruptions. The same applies to fast-growing infra names like $IREN and $CRWV as they expand their AI data center footprints. The next wave of AI data"
[X Link](https://x.com/HyperAICapital/status/1999202808470618152) 2025-12-11T19:41Z [---] followers, [----] engagements
"@investwithsheng Where do you see $NBIS going from here"
[X Link](https://x.com/HyperAICapital/status/1999260009075790235) 2025-12-11T23:28Z [---] followers, [---] engagements
"Great companies dont suddenly break. $IREN $80 $43 $NBIS $141 $92 $HIMS $72 $37 $OSCR $23 $15 What changed Not the business. Most people buy green candles. A few buy future cash flows"
[X Link](https://x.com/HyperAICapital/status/1999423669475639521) 2025-12-12T10:18Z [----] followers, 103.5K engagements
"@Matt_Kolb_ I will take a look"
[X Link](https://x.com/HyperAICapital/status/1999548076944454053) 2025-12-12T18:33Z [----] followers, [----] engagements
"@thebeingintime I like $PGY here"
[X Link](https://x.com/HyperAICapital/status/1999548459976917454) 2025-12-12T18:34Z [----] followers, [----] engagements
"Regulated financial institutions are running ClickHouse in production. Thats real enterprise adoption and meaningful exposure for $NBIS. $NBIS ClickHouse just achieved the AWS Financial Services Competency recognizing its ability to support mission-critical workloads for global financial institutions. 🔥 Banks fintechs and crypto platforms use ClickHouse for real-time analytics fraud detection compliance https://t.co/NkiLkJCbCL $NBIS ClickHouse just achieved the AWS Financial Services Competency recognizing its ability to support mission-critical workloads for global financial institutions."
[X Link](https://x.com/HyperAICapital/status/1999559371207127221) 2025-12-12T19:17Z [----] followers, [----] engagements
"@mvcinvesting Production use in regulated environments is strong validation for ClickHouse. Another success in the $NBIS arsenal"
[X Link](https://x.com/HyperAICapital/status/1999560053293220109) 2025-12-12T19:20Z [----] followers, [----] engagements
"@thebeingintime Looking at shaving my $AMD position and entering $PGY"
[X Link](https://x.com/HyperAICapital/status/1999611753601335502) 2025-12-12T22:46Z [---] followers, [---] engagements
"@thebeingintime I will get a mini deep dive out over next 48hrs I really like $PGY"
[X Link](https://x.com/HyperAICapital/status/1999643462757679503) 2025-12-13T00:52Z [----] followers, [---] engagements
"If the thesis hasnt changed the opportunity has. $NBIS $IREN $OSCR $HIMS Great companies dont suddenly break. $IREN $80 $43 $NBIS $141 $92 $HIMS $72 $37 $OSCR $23 $15 What changed Not the business. Most people buy green candles. A few buy future cash flows. Great companies dont suddenly break. $IREN $80 $43 $NBIS $141 $92 $HIMS $72 $37 $OSCR $23 $15 What changed Not the business. Most people buy green candles. A few buy future cash flows"
[X Link](https://x.com/HyperAICapital/status/1999651759594307861) 2025-12-13T01:25Z [---] followers, [----] engagements
"@thebeingintime Ha Great minds think alike was looking at opening a small position in $DCTH next week"
[X Link](https://x.com/HyperAICapital/status/1999669844770472016) 2025-12-13T02:36Z [----] followers, [---] engagements
"$NVDA may increase H200 production as Chinese demand is reportedly exceeding supply. Kinda sounds like China wants Nvidia chips"
[X Link](https://x.com/HyperAICapital/status/1999768860313170107) 2025-12-13T09:10Z [---] followers, [---] engagements
### Topic Creators
https://lunarcrush.com/api4/public/topic/:topic/creators/v1
Get the top creators for a social topic
input parameters:
+ **topic**: _Provide the topic to get details for. A topic must be all lower case and can only include letters, numbers, spaces, # and $._ **required**
Example request:
```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/topic/bitcoin/creators/v1
```
Example response:
```json
{
"data": [
{
"creator_id": "twitter::1605310254085980161",
"creator_name": "Bitcoin_Teddy",
"creator_avatar": "https://pbs.twimg.com/profile_images/1739753415134138368/FrWHMAnb_200x200.jpg",
"creator_followers": 74293,
"creator_rank": 1,
"interactions_24h": [-------]
}
]
}
```
Schema:
+ **creator_id**: The [network]::[unique_id] for the influencer
+ **creator_name**: The unique screen name for the influencer
+ **creator_avatar**: The URL to the avatar for the creator
+ **creator_followers**: number of followers the account has
+ **creator_rank**: ranking based on all posts in the last [--] hours that have interactions
+ **interactions_24h**: Number of interactions in the last [--] hours
---
### Category Creators
https://lunarcrush.com/api4/public/category/:category/creators/v1
Get the top creators for a social category
input parameters:
+ **category**: _Provide the category to get details for. A category must be all lower case and can only include letters, numbers, and spaces._ **required**
Example request:
```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/category/musicians/creators/v1
```
Example response:
```json
{
"data": [
{
"creator_id": "youtube::undefined",
"creator_name": "airshowfansh",
"creator_avatar": "https://yt3.ggpht.com/cUuwxYNRoYoO_rnBAgPbze39nOMI_rUq0pVmHiM-Fz40TsRDmv8gZcUxvqxLF_bsGzhdVu4u9A=s88-c-k-c0x00ffffff-no-rj",
"creator_followers": 79600000,
"creator_rank": 1,
"interactions_24h": [---------]
}
]
}
```
Schema:
+ **creator_id**: The [network]::[unique_id] for the influencer
+ **creator_name**: The unique screen name for the influencer
+ **creator_avatar**: The URL to the avatar for the creator
+ **creator_followers**: number of followers the account has
+ **creator_rank**: ranking based on all posts in the last [--] hours that have interactions
+ **interactions_24h**: Number of interactions in the last [--] hours
---
### Creators List
https://lunarcrush.com/api4/public/creators/list/v1
Get a list of trending social creators over all of social based on interactions. To get lists of creators by category or topic see the topics and categories endpoints.
Example request:
```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creators/list/v1
```
Example response:
```json
{
"data": [
{
"creator_name": "elonmusk",
"creator_display_name": "Elon Musk",
"creator_id": "44196397",
"creator_network": "twitter",
"creator_avatar": "https://pbs.twimg.com/profile_images/2008546467615580160/57KcqsTA_200x200.jpg",
"creator_followers": 234295750,
"creator_posts": 3649,
"creator_rank": 1,
"interactions_24h": [---------]
}
]
}
```
Schema:
+ **creator_name**: The unique screen name for the influencer
+ **creator_display_name**: The chosen display name for the influencer if available
+ **creator_id**: The [network]::[unique_id] for the influencer
+ **creator_network**: The social network for the post or influencer. We still refer to x as twitter out of developer preference.
+ **creator_avatar**: The URL to the avatar for the creator
+ **creator_followers**: number of followers the account has
+ **creator_posts**: total number of posts with interactions in the last [--] hours
+ **creator_rank**: ranking based on all posts in the last [--] hours that have interactions
+ **interactions_24h**: Number of interactions in the last [--] hours
---
### Creator
https://lunarcrush.com/api4/public/creator/:network/:id/v1
Get detail information on a specific creator
input parameters:
+ **network**: _Provide the network for the creator. One of twitter, youtube, instagram, reddit, or tiktok_ **required**
+ **id**: _Provide the unique ID or screen name of the creator_ **required**
Example request:
```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creator/twitter/elonmusk/v1
```
Example response:
```json
{
"data": {
"creator_id": "twitter::44196397",
"creator_name": "elonmusk",
"creator_display_name": "Elon Musk",
"creator_avatar": "https://pbs.twimg.com/profile_images/2008546467615580160/57KcqsTA_200x200.jpg",
"creator_followers": 234296337,
"creator_rank": 2,
"interactions_24h": 318539577,
"topic_influence": [
{
"topic": "in the",
"count": 294,
"percent": 5.88,
"rank": [--]
}
],
"top_community": [
{
"creator_name": "grok",
"creator_display_name": "Grok",
"creator_avatar": "https://pbs.twimg.com/profile_images/1893219113717342208/Vgg2hEPa_200x200.jpg",
"count": [---]
}
]
}
}
```
Schema:
+ **creator_id**: The [network]::[unique_id] for the influencer
+ **creator_name**: The unique screen name for the influencer
+ **creator_display_name**: The chosen display name for the influencer if available
+ **creator_avatar**: The URL to the avatar for the creator
+ **creator_followers**: number of followers the account has
+ **creator_rank**: ranking based on all posts in the last [--] hours that have interactions
+ **interactions_24h**: Number of interactions in the last [--] hours
+ **topic_influence**: an array of social topics and the creators ranking on each topic
+ **topic**: LunarCrush social topic. Can only includes letters, numbers, spaces, #, and $
+ **top_community**: an array of the top accounts that have recently mentioned this creator or that this creator has mentioned
---
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@iced_animals iced animals
iced animals posts on X about $nbis, ai, $iren, $nvda the most. They currently have [-----] followers and [---] posts still getting attention that total [-------] engagements in the last [--] hours.
Engagements: [-------] #
- [--] Week [-------] +510%
- [--] Month [-------] -48%
- [--] Months [---------] +2,430,620%
- [--] Year [---------] +101,232%
Mentions: [--] #
- [--] Month [--] -82%
- [--] Months [---] +28,000%
- [--] Year [---] +2,720%
Followers: [-----] #
- [--] Week [-----] +1.10%
- [--] Month [-----] +5.30%
- [--] Months [-----] +3,109%
- [--] Year [-----] +5,986%
CreatorRank: [------] #
Social Influence
Social category influence finance #1649 countries #6662 stocks #1626 technology brands cryptocurrencies automotive brands social networks currencies celebrities exchanges
Social topic influence $nbis #4, ai #1112, $iren #21, $nvda, $crwv #2, $amzn, $cifr, bullish, $googl, target
Top accounts mentioned or mentioned by @mbhogan @rocketlab @amitisinvesting @cnbc @mvcinvesting @kobeissiletter @stockmktnewz @thebeingintime @realdonaldtrump @cyberprincerwo @babyfolio @endicottinvests @a1m90dm @oinvests @bigideaportugal @grok @genzinvest0r @aleabitoreddit @danielkoss @landoinvests
Top assets mentioned Nebius Group N.V. Class A Ordinary Shares (NBIS) Iris Energy Limited (IREN) NVIDIA Corp. (NVDA) CoreWeave, Inc (CRWV) Amazon.com, Inc. (AMZN) Cipher Mining Inc. Common Stock (CIFR) Alphabet Inc Class A (GOOGL) Microsoft Corp. (MSFT) Metadium (META) Bitcoin (BTC) Rocket Lab USA, Inc. Common Stock (RKLB) Broadcom, Inc. (AVGO) Advanced Micro Devices (AMD) Goldman Sachs (GS) Oracle Corporation (ORCL) Pagaya Technologies Ltd. Class A Ordinary Shares (PGY) Morgan Stanley (MS) BITMINE IMMERSION TECH (BMNR) Palantir Technologies Inc. (PLTR) Hims & Hers Health, Inc. (HIMS) Tesla, Inc. (TSLA) PayPal Holdings Inc (PYPL) Robinhood Markets, Inc. (HOOD) Oxygen (OXY) Citigroup Inc (C) Ethereum (ETH) ZetaChain (ZETA) Apple, Inc. (AAPL) Taiwan Semiconductor (TSM) Hive (HIVE) Bitfarms Ltd. (BITF) CLEANSPARK INC (CLSK) Strategy (MSTR) Netflix Inc (NFLX)
Top Social Posts
Top posts by engagements in the last [--] hours
"@BoLoudon @RogerJStoneJr Isnt this the guy that said Barron wasnt involved in $DJT 😂"
X Link 2024-06-28T03:46Z [--] followers, [---] engagements
"@blknoiz06 @blknoiz06 please Give us your honest thoughts on $DJT"
X Link 2024-06-28T04:29Z [--] followers, [---] engagements
"How can you not be bullish on the only true @realDonaldTrump crypto $DFT after that debate Give $DFT a few weeks and it will moonshot more than any other meme coin. This is an excellent outcome for the #Bitcoin/crypto communities. Not advice Just my thoughts $BTC $SOL"
X Link 2024-06-28T06:43Z [--] followers, [--] engagements
"@MartinShkreli confirms Barron Trump has already made [--] million in fees from $DJT crypto. Come forward and claim your millions Barron Trump. We are waiting for our Dev to come into the light. Come claim what is rightfully yours @DJTtoken @realDonaldTrump"
X Link 2024-07-04T04:44Z [--] followers, [---] engagements
"@cyberprince_rwo @GadSaad Had children at [--]. My advice: the longer you wait the less time you get with your children. Wouldnt you rather be younger and full of energy"
X Link 2024-08-13T02:30Z [---] followers, [---] engagements
"@cyberprince_rwo @RocketLab RKLB is literally going to build their own constellation and have the infer structure to launch and maintain. Who will launch ASTS if it starts becoming an actual competitor not Bezos not Musk not Beck. ASTS is the of the space bubble. http://pet.com http://pet.com"
X Link 2024-08-20T08:43Z [---] followers, [---] engagements
"@cyberprince_rwo @RocketLab If you like NZ clothes you need to look into Swanndri"
X Link 2024-08-25T19:12Z [---] followers, [--] engagements
"@Peter_J_Beck shares his positive outlook on @realDonaldTrump appointing @rookisaacman as @NASA lead. Very bullish for $RKLB @RocketLab https://www.bloomberg.com/news/videos/2024-12-05/rocket-lab-on-business-outlook-video https://www.bloomberg.com/news/videos/2024-12-05/rocket-lab-on-business-outlook-video"
X Link 2024-12-05T10:02Z [--] followers, [---] engagements
"Another bullish sign for $rklb @RocketLab. More institutional buying. This is a generational hold its time to be buying These short term price fluctuations will mean peanuts in a few years Charles Schwab increases it position by over 20% https://www.marketbeat.com/instant-alerts/charles-schwab-investment-management-inc-purchases-532207-shares-of-rocket-lab-usa-inc-nasdaqrklb-2024-12-05/ https://www.marketbeat.com/instant-alerts/charles-schwab-investment-management-inc-purchases-532207-shares-of-rocket-lab-usa-inc-nasdaqrklb-2024-12-05/"
X Link 2024-12-05T10:20Z [--] followers, [---] engagements
"Is it just me or are there trillion-dollar space companies are on the horizon As a long-time $RKLB holder I'm thrilled to see the industry taking off Buying every dip of $RKLB. @SpaceX @RocketLab"
X Link 2024-12-05T10:27Z [--] followers, [---] engagements
"Long time @RocketLab holders know this is the beginning. The conviction is real and the thesis its only just started playing out. $RKLB may drop here but think of where it will be in [----] Regular Neutron launchs and landings. Multiple mega consultations. $200 minimum"
X Link 2025-07-22T08:33Z [--] followers, [--] engagements
"$NBIS Goldman Sachs Morgan Stanley Bank of America Citigroup. Expect price targets any day Im expecting a range of $120-$160. Bullish 🫡 $NBIS https://t.co/OGBPDxXV9y $NBIS https://t.co/OGBPDxXV9y"
X Link 2025-09-16T05:59Z [--] followers, [---] engagements
"@genZinvest0r This turns me on $NBIS"
X Link 2025-09-16T09:37Z [--] followers, [---] engagements
"@babyfolio @babyfolio You going all in big dog Been thinking about the same. Selling the rest of my Rocketlab and being an NBIS purest 😅"
X Link 2025-09-27T07:40Z [--] followers, [---] engagements
"$NBIS $MSFT Bloomberg article here. Zoom in to read the Microsoft Nebius deal 🔥🔥🔥🔥🔥🔥🔥"
X Link 2025-10-02T10:55Z [---] followers, 10K engagements
"Interesting $NVDA announcement same day as $NBIS earnings @babyfolio @MB_Hogan @MktMavPro @aleabitoreddit @mvcinvesting @daniel_koss At #NVIDIAGTC Washington D.C. were unveiling the newest NVIDIA partner and how together we are rolling out a first-ever fully integrated software stack with a native data integration engine operational applications and frameworks and best-in-class AI combined with https://t.co/xi5NTZaUWg At #NVIDIAGTC Washington D.C. were unveiling the newest NVIDIA partner and how together we are rolling out a first-ever fully integrated software stack with a native data"
X Link 2025-10-21T02:16Z [---] followers, [----] engagements
"$NBIS Hedge Fund activity heating up Institutional ownership increasing is a bullish signal 🔥@amitisinvesting"
X Link 2025-11-12T06:30Z [---] followers, [--] engagements
"$NBIS price target Goldman Sachs - $155 🔥"
X Link 2025-11-14T19:37Z [---] followers, [----] engagements
"From the new SEC Schedule 13G/A filed on Nov [--] 2025: Orbis now holds 12.8M shares of $NBIS a 5.9% stake. This isnt a new position. This is Amendment No. [--] meaning Orbis has been accumulating and holding 5% for multiple reporting periods. Orbis doesnt rotate in and out of hype names. Theyre one of the most disciplined global managers known for building long-duration positions only when the asymmetry is undeniable. The fact theyve: crossed 5% filed multiple amendments and continue to maintain or grow a 5% stake tells you everything about their conviction. Theyre signaling confidence in: NBIS"
X Link 2025-11-16T04:10Z [---] followers, [---] engagements
"Goldman Sachs raised $NBIS price target to $155 is a big deal. Goldman is known for being one of the most conservative houses on the Street when it comes to AI-infrastructure names. They rarely chase hype and almost always lean cautious on valuation and growth assumptions. So for them to lift NBIS to $155 while the stock is sitting in the low-$80s signals something much bigger: - They see real durable demand not hype. - They believe the new Hyperscaler contracts materially change the revenue trajectory. - Their note confirms NBIS is now hitting peak utilization with demand clearly outpacing"
X Link 2025-11-17T03:19Z [---] followers, 29.4K engagements
"$NBIS getting hit for dilution feels exactly like Amazon during the early AWS build-out. $AMZN was issuing stock nonstop to fund data centers everyone hated it meanwhile the stock went from $3.50 in [----] (split-adjusted) to $150+ by [----] as AWS kicked into gear. Thats a 40x move built on the very dilution people complained about. Because that dilution funded the most profitable part of Amazon. NBIS is running the same playbookraising capital to build dense AI compute campuses right before demand explodes. If those sites land multi-year AI compute deals the value created will make todays"
X Link 2025-11-17T17:55Z [---] followers, 21.4K engagements
"$NBIS just posted a Public Affairs Specialist role in Alabama and the timing is hard to ignore considering there still hasnt been any official announcement about a site there. Public Affairs isnt a role you hire for fun. Companies bring that position in when they are preparing to work directly with local government regulators and community stakeholders. That usually happens when something is close to going public. On its own its just a job posting but in context it feels like another early sign that something real is already in motion behind the scenes. The amount of AI compute capacity the"
X Link 2025-11-17T21:35Z [---] followers, 55.4K engagements
"J.P. Morgan just dropped its [----] Outlook today and if youre in $NVDA $NBIS $CRWV or $IREN this thing is ridiculously bullish. The report spells out in plain English that we are still early in the AI supercycle and the biggest mistake investors can make now is being underexposed to the companies building the infrastructure. The numbers are huge. Hyperscaler capex has already jumped from [---] billion in [----] to what they expect will be more than [---] billion in [----]. One major AI company (OpenAI) alone is planning over [--] gigawatts of new data-centre capacity which JPMorgan says represents well"
X Link 2025-11-18T06:31Z [---] followers, 267K engagements
"Link for anyone that would like to give it a read - https://www.jpmorgan.com/content/dam/jpmorgan/documents/wealth-management/outlook-2026.pdf https://www.jpmorgan.com/content/dam/jpmorgan/documents/wealth-management/outlook-2026.pdf"
X Link 2025-11-18T06:33Z [---] followers, [----] engagements
"$NVDA reported shift toward supplying fully assembled L10 compute trays is starting to reshape the landscape positively for $NBIS & $CRWV and negatively for $SMCI. According to supply-chain reporting from DIGITIMES Nvidia is preparing to centralize AI server assembly with the VR200 platform taking over the highest-value part of the system and reducing the design role of traditional integrators. For SMCI thats a clear headwind. Their advantage has always been rapid customization and high-margin integration. If NVDA ships near-complete trays SMCI gets pushed down the stack into lower-margin"
X Link 2025-11-18T09:26Z [---] followers, [----] engagements
"@Mor34832Morgan Standard press on a bounce it will all be buy buy buy"
X Link 2025-11-18T17:38Z [---] followers, [----] engagements
"The difference between [----] and [----] doesnt get enough attention. Back in [----] big tech was getting cut across the board. Analysts were slashing price targets earnings were being revised down guidance kept dropping. $GOOGL ad spend slowed $MSFT Azure cooled off $META margins were crushed $NVDA dealt with inventory issues and $AMZN faced AWS margin compression and retail losses. The whole narrative was that fundamentals were breaking. Fast forward to [----] and its the complete opposite. Those same firms that were cutting in [----] are now raising targets on $GOOG $MSFT $META $NVDA $AMZN even"
X Link 2025-11-18T18:54Z [---] followers, [---] engagements
"@Dxprt My bad Bullish $GLXY as well"
X Link 2025-11-18T19:05Z [---] followers, [---] engagements
"Anyone else buying $AMZN It feels like the market still isnt paying attention to whats happening at Amazon. Their latest earnings were incredibly strong: Q3 came in at $180.2B in revenue up 13% y/y AWS jumped 20% to $33B and operating income wouldve been over $21B without one-off charges. For me thats one of the cleanest quarters theyve posted in years. On top of that AWS is clearly re-accelerating into Q4 and management is guiding for $206B$213B in revenue and $21B$26B in operating income. Amazon has a long track record of beating those midpoints especially on profitability while analysts"
X Link 2025-11-19T03:11Z [---] followers, [---] engagements
"@98_tennis I do not. My portfolio is tech/ai heavy. $NVDA $GOOG $MSFT $AVGO $AMD $AMZN $ASML $NBIS and $RKLB If I didnt want to stock pick but as I am bullish tech and AI I would buy ETFs $VGT and $SOXX this is what I would do not financial advice"
X Link 2025-11-19T03:25Z [---] followers, [---] engagements
"$NVDA CEO Jensen Huangs most recent response to the question Are we going to have an AI bubble"
X Link 2025-11-19T18:45Z [---] followers, [--] engagements
"$NVDA CEO Jensen Huang just said this to the question Are we going to have an AI bubble 🔥"
X Link 2025-11-19T18:54Z [---] followers, [--] engagements
"Just announced: $AMZN is making a massive AI move. AWS has expanded its partnership with Saudi AI firm Humain deploying [------] accelerators (including $NVDA GB300s + Amazon Trainium) into a new AI Zone in Riyadh. AWS is now Humains preferred global AI partner and this is only the start of a multi-gigawatt AI buildout. Amazon isnt talking about scale theyre executing it. Global. Aggressive. High-capacity AI compute. This is how $AMZN sets up the next leg of AI growth. Im continually buying Amazon for the foreseeable future"
X Link 2025-11-19T19:25Z [---] followers, [---] engagements
"Big AI news again Just dropped: $AMD $CSCO and Humain just teamed up for a massive AI buildout. They announced a joint venture to deliver up to [--] GW of AI infrastructure by [----] starting with a [---] MW Phase [--] deployment in Saudi Arabia using Humains data centers AMD Instinct MI450 GPUs and Ciscos AI networking stack. Operations begin in [----] and the goal is to power global AI demand with cost-efficient high-performance compute. The big highlight is that $AMD is launching a Center of Excellence in Saudi Arabia to accelerate AI integration migrate local workloads onto Humains infrastructure and"
X Link 2025-11-19T19:32Z [---] followers, [---] engagements
"$NVDA about to reignite the bull market. In Jensen we trust 🙌"
X Link 2025-11-19T20:27Z [---] followers, [---] engagements
"Nvidia just dropped earnings and the message couldnt be clearer for the whole AI infrastructure trade. $NVDA $NBIS $IREN $CIFR all sit right in the heart of this super-cycle and tonight confirmed it. Nvidia came out and said their cloud GPUs are basically sold out. That tells you everything. The biggest cloud players on the planet are locking in capacity faster than Nvidia can roll it out. Demand isnt slowing its accelerating into [----]. When NVDA is openly saying cloud GPU capacity is fully booked it validates the entire buildout story. The world is scrambling for compute and the companies"
X Link 2025-11-19T21:37Z [---] followers, [---] engagements
"$NVDA just confirmed it: data-center revenue has grown 137% CAGR over the last [--] years. Thats conviction paying off. Buffett said it best the market moves money from the impatient to the patient. AI believers are now seeing exactly what that patience looks like in cold hard earnings. Long $NBIS $IREN $CIFR"
X Link 2025-11-19T21:55Z [---] followers, [---] engagements
"@amitisinvesting"
X Link 2025-11-19T22:13Z [---] followers, [----] engagements
"Has $NVDA earnings flipped market sentiment back 🤨 Bullish Bearish Neutral Bullish Bearish Neutral"
X Link 2025-11-20T00:31Z [---] followers, [---] engagements
"Jim Cramer just mentioned Nebius saying $NBIS is too speculative for him. This is our sign Higher highs incoming"
X Link 2025-11-20T03:28Z [---] followers, 13.4K engagements
"$NVDA is the economy"
X Link 2025-11-20T10:16Z [---] followers, [---] engagements
"Everyones calling for a market top right now but the data doesnt agree. What were seeing looks way more like a classic bear trap than the start of a real bear market. Earnings from the big players are still strong. Nvidia Microsoft Amazon Google Meta all beat all raised and AI demand is still running hotter than anyone expected. Real bear markets start when earnings fall apart. Thats not happening. Sentiment has flipped from euphoric to terrified in a few weeks. Every time thats happened in past cycles its been the setup for a major reversal. The fundamentals are still firm the trend is still"
X Link 2025-11-21T06:51Z [---] followers, [--] engagements
"THIS IS A BEAR TRAP 👀 DONT GET SHAKEN OUT LONG AI LONG $NVDA"
X Link 2025-11-21T07:32Z [---] followers, [--] engagements
"THIS IS A BEAR TRAP 👀 LONG AI LONG $NVDA"
X Link 2025-11-21T07:33Z [---] followers, [--] engagements
"THIS IS A BEAR TRAP 👀 $NVDA"
X Link 2025-11-21T07:40Z [---] followers, [--] engagements
"Michael Burry right now"
X Link 2025-11-21T09:01Z [---] followers, [---] engagements
"Excited for this podcast $NBIS 🔥🔥 $NBIS podcast with Nebius CRO Marc dropping Monday. Sorry for the wait but its worth it. Marc shared a ton of insights I found genuinely valuable. He cleared up a lot of the FUD thats floating around right now. I also pushed him with a bunch of tough borderline https://t.co/bJ9q0HoJAC $NBIS podcast with Nebius CRO Marc dropping Monday. Sorry for the wait but its worth it. Marc shared a ton of insights I found genuinely valuable. He cleared up a lot of the FUD thats floating around right now. I also pushed him with a bunch of tough borderline"
X Link 2025-11-21T21:45Z [---] followers, [---] engagements
"BMNRs latest earnings make that $BMNR $0.01 dividend hard to take seriously. When a company reports more than $13 EPS a one-cent payout isnt meaningful and it doesnt signal confidence. It just feels cosmetic. A company in their position should have skipped the dividend completely and focused on what actually matters: stabilising the balance sheet addressing the huge unrealised $ETH losses proving the sustainability of their model and allocating capital in a way that improves long-term viability. A symbolic dividend doesnt fix structural issues. Clear strategy and disciplined reinvestment"
X Link 2025-11-22T03:12Z [---] followers, [---] engagements
"CONTROVERSIAL TAKE: $CRWV might be one of the most mispriced AI infra names out there right now. The backlog is massive the demand looks real and the customer list is legit. The markets treating it like theyre guaranteed to mess this up. Maybe they do but if they dont the upside from here could be pretty wild. I know this isnt a popular take in the $NBIS or $IREN circles but it feels a bit silly to ignore CoreWeave just because its the other name in the space. I dont own CRWV but Im honestly thinking about taking a small position and watching the next few quarters closely. Anyone else"
X Link 2025-11-22T05:14Z [---] followers, [---] engagements
"I have a $300 minimum price target on $NBIS by [----] and the dilution makes perfect sense. NBIS is gearing up like a company that wants to become a hyperscaler themselves not just serve them. Look at the history. Amazon diluted aggressively while building AWS. Microsoft spent years shovelling capital into Azure before anyone believed in it. Meta took a massive profitability hit to scale its AI infrastructure and the stock went on a monster run. NVIDIA has been raising issuing comp and reinvesting nonstop for years to dominate GPU supply. Every one of these companies made big uncomfortable"
X Link 2025-11-22T07:24Z [---] followers, 37K engagements
"📢 $NBIS Billboard spotted in Palo Alto"
X Link 2025-11-22T20:59Z [---] followers, 28K engagements
"Huge bounce from $NBIS next week. At least $105. Calling it now"
X Link 2025-11-22T23:12Z [---] followers, [---] engagements
"MASSIVE BREAKING NEWS: Nebius just signaled one of the biggest moves of its entire US expansion. WHY THIS IS HUGE FOR $NBIS: The Indiana project that originally looked like a standard 130-acre filing is now being redesigned into a potential 1200-acre hyperscale campus. This shift is enormous and instantly places the site among the largest greenfield AI data-center plans in the entire Midwest. A footprint this large can support [---] to [--] gigawatts of AI compute at full buildout. That is true hyperscaler territory with capacity for tens of thousands of high-density AI racks and well over a"
X Link 2025-11-23T22:14Z [---] followers, 29.5K engagements
"$NBIS holders next week"
X Link 2025-11-23T22:19Z [---] followers, [----] engagements
"NEBIUS CONTINUES TO EXECUTE WHAT CAN WE EXPECT ABOUT THE NEW INDIANA SITE Given the huge breaking news about Nebiuss new Indiana site heres what we can likely expect from the new $NBIS site. The revised filing is expected to expand the project footprint to as much as [----] acres which immediately shifts this from a standard data-center build into a full hyperscale AI campus. A site this large can realistically support [---] to [--] gigawatts of power at full buildout. That is enough capacity for tens of thousands of high-density AI racks and well over a million GPU slots once the campus reaches"
X Link 2025-11-23T22:40Z [---] followers, [----] engagements
"Google just told employees they need to double AI serving capacity every six months and scale compute by [----] in the next four to five years. Thats extremely bullish for the data-centre names $NBIS $IREN $CRWV. You cant [----] compute without a massive explosion in land power cooling and racks. $Goog is already hitting real limits. They couldnt roll out Veo to everyone because of compute constraints. Nvidia chips are sold out again. If Google is planning that kind of internal scale the demand wave coming for data-centre builders is enormous. A thousandfold jump in compute is no joke Article"
X Link 2025-11-24T03:56Z [---] followers, [---] engagements
"https://www.cnbc.com/2025/11/21/google-must-double-ai-serving-capacity-every-6-months-to-meet-demand.html https://www.cnbc.com/2025/11/21/google-must-double-ai-serving-capacity-every-6-months-to-meet-demand.html"
X Link 2025-11-24T03:56Z [---] followers, [---] engagements
"🚨BREAKING NEWS: Amazon plans to invest up to $50 billion into new AI and supercomputing capacity for US government customers. Thats not a maybe AI is big signal thats a we have multi-year demand locked in signal. While everyone argues over short-term noise Amazon is scaling infrastructure on a level only a few companies on the planet can match. Im long $AMZN and still buying"
X Link 2025-11-24T18:44Z [---] followers, [---] engagements
"🚨INSTITUTIONS BUYING $NBIS WHILE RETAIL WAS SELLING As per Bloomberg Terminal:"
X Link 2025-11-24T19:44Z [---] followers, 14.3K engagements
"🚨 BIG NEWS JUST DROPPED: Amazon is throwing $15B into new data-centre buildout in Indiana. Multi-GW full steam zero slowdown in AI demand. At the same time per yesterdays news $NBIS is lining up its own Indiana data-centre plans. Perfect timing. Same state. Same AI corridor. Same capex wave. When hyperscalers like $AMZN pour billions into a region the infra players riding behind them win big. This is the environment you want for NBIS demand exploding capacity short buildouts accelerating. AI isnt cooling off. The money isnt slowing. The infrastructure race is on. Article in comments"
X Link 2025-11-24T20:57Z [---] followers, 45.8K engagements
"Massive day for AI and Amazon bulls. $AMZN opened with a huge announcement: a commitment of up to $50B to expand AI supercomputing and secure cloud infrastructure for U.S. government customers. This includes roughly 1.3GW of high-security capacity for federal agencies and advanced AI workloads. It is a clear signal of where demand is moving. They followed it with another major move: $15B going into new data-centre capacity in Indiana. Multi-gigawatt expansion long-term infrastructure serious proof that hyperscalers cant keep up with the pace of AI growth. This is exactly why I keep buying"
X Link 2025-11-24T21:24Z [---] followers, [---] engagements
"🚨At exactly 4:00 PM EST $NBIS was officially added to the MSCI World Index. A [--] million share volume spike hit in a single minute as MSCI funds bought their required allocation"
X Link 2025-11-24T22:34Z [---] followers, 12.2K engagements
"🚨BREAKING NEWS: Meta is now in talks with Google to use Googles TPUs in its data centres from [----] with the possibility of renting TPU capacity from Google Cloud as early as next year. The Information reports $GOOG is pushing to take a slice of $NVDA dominance by supplying Meta directly. This would be a major shift if $META starts mixing $GOOGL hardware into its stack. Article in comments below"
X Link 2025-11-24T23:37Z [---] followers, [---] engagements
"https://m.investing.com/news/stock-market-news/meta-google-discuss-tpu-deal-as-google-targets-nvidias-lead-information-says-4376272ampMode=1 https://m.investing.com/news/stock-market-news/meta-google-discuss-tpu-deal-as-google-targets-nvidias-lead-information-says-4376272ampMode=1"
X Link 2025-11-24T23:37Z [---] followers, [---] engagements
"HSBC just issued a major upgrade on $AVGO raising the stock to Buy with a new $400 price target. Theyre flagging much stronger AI ASIC demand higher pricing and a growing pipeline of hyperscaler wins that push Broadcoms FY26 AI revenue outlook into the $30 billion-$38 billion range. The stock surged roughly 11% on the news as the market priced in this stronger multi-year AI trajectory"
X Link 2025-11-25T00:01Z [---] followers, [---] engagements
"WHAT TRUMPS NEW GENESIS MISSION COULD MEAN FOR: $NBIS $IREN $CRWV $CIFR The Genesis Mission is a federal push to accelerate AI-driven scientific discovery using massive compute national-lab datasets and high-density data-center infrastructure. This type of policy is a real tailwind for the companies building the backbone of AI. More GPUs more racks more MW buildouts and more specialised cloud environments are exactly what these names are scaling for. It opens the door for: New government + scientific compute contracts Faster approvals and policy support for expansion Higher long-term demand"
X Link 2025-11-25T00:42Z [---] followers, [----] engagements
"My brain trying to process all the bullish AI stock news from just today. $NBIS $GOOG $AMZN $NVDA $META $ZETA $IREN"
X Link 2025-11-25T00:51Z [---] followers, [---] engagements
"@LandoInvests Good point I think the demand is big enough for a few winners $NBIS has the $NVDA ties which add serious weight"
X Link 2025-11-25T03:28Z [---] followers, [---] engagements
"@LandoInvests $NBIS and $IREN are both positioned well to assist in massive up side for American businesses this works well for Trumps AI agenda"
X Link 2025-11-25T03:31Z [---] followers, [---] engagements
"Here is why [----] isnt just another AI year its the year the entire data center industry goes vertical from $NBIS $IREN $CIFR $CRWV to hyperscalers like $AMZN $MSFT $GOOGL $META. Morgan Stanley now estimates global AI infrastructure spending could drive up to [--] trillion dollars of corporate AI investment and AI capex alone could lift [----] US GDP by [---] percentage points taking it to [---] percent. Citi is forecasting [---] billion dollars of AI infrastructure capex in [----] and more than [---] trillion dollars by [----]. Goldman Sachs expects data center power demand to surge more than [---] percent by"
X Link 2025-11-25T09:15Z [---] followers, 21.2K engagements
"Its honestly wild watching people dump NVDA while the company is literally reminding the world they power every major AI model on the planet. Google builds TPUs and still buys from them. This isnt a pls stop selling moment its NVDA flexing why they stay a generation ahead. Fundamentals havent changed at all"
X Link 2025-11-25T23:25Z [---] followers, 10.9K engagements
"Its honestly wild watching people dump $NVDA while the company is literally reminding the world they power every major AI model on the planet. $Goog builds TPUs and still buys from them. This isnt a pls stop selling moment its NVDA flexing why they stay a generation ahead. Fundamentals havent changed at all. Were delighted by Googles success theyve made great advances in AI and we continue to supply to Google. NVIDIA is a generation ahead of the industry its the only platform that runs every AI model and does it everywhere computing is done. NVIDIA offers greater Were delighted by Googles"
X Link 2025-11-25T23:26Z [---] followers, [---] engagements
"@CNBCOvertime @CNBC @Wedbush @DivesTech Makes sense. The underlying demand for AI chips and data centers hasnt slowed at all. If anything the runway keeps getting longer. A multi-year tech bull market feels more realistic than people want to admit"
X Link 2025-11-25T23:32Z [---] followers, [---] engagements
"IS $META THE NEXT MAG [--] TO RUN $META might be the most underpriced name in the entire Mag [--] right now. TSLA at 189x AAPL at 30x AMZN and GOOG at 29x MSFT at 25x NVDA at 24x then META sitting down at 21x. You dont get valuations like that on a company growing this fast unless the market is asleep. Reels is exploding ad spend is recovering AI-driven targeting is back to peak efficiency and theyre quietly building some of the strongest AI infrastructure on the planet. If the market decides to re-rate META closer to its peers it has real room to run. Cheap valuation plus accelerating fundamentals"
X Link 2025-11-25T23:40Z [---] followers, [---] engagements
"@CNBC Wild dynamic. Prices softening yet rents still ripping higher. Tells you everything about supply constraints and how little new inventory is coming online. Ownership can dip but demand to actually live in the city never does"
X Link 2025-11-25T23:43Z [---] followers, [--] engagements
"🚨KEVIN HASSETT IS NOW THE FRONTRUNNER FOR FED CHAIR AND THIS IS WAY MORE BULLISH THAN PEOPLE THINK. Hassett is not a slow-the-economy technocrat. He is a former Chair of the Council of Economic Advisers a senior economist at AEI and one of the most aggressively pro-growth pro-investment pro-innovation thinkers in US policy. He has spent years pushing for massive long-term CapEx AI and automation as productivity rocket fuel faster scaling of chips cloud and compute a cleaner pro-business regulatory environment rebuilding US industrial and tech dominance This is the perfect backdrop for names"
X Link 2025-11-25T23:57Z [---] followers, [----] engagements
"@KobeissiLetter This lines up with what weve been seeing. Funds arent waiting for dips anymore. Cash levels this low mean institutions are positioning for a multi-year run in tech AI and infra. When the big money is this committed pullbacks tend to get bought fast"
X Link 2025-11-26T00:04Z [---] followers, [---] engagements
"@MarioNawfal This is the type of scaling people underestimate. 11MW solar-powered Megapack-backed Tesla isnt just building chargers theyre building energy infrastructure"
X Link 2025-11-26T01:18Z [----] followers, [--] engagements
"@CNBC Wild headline. Nvidia just posted record demand sold-out roadmaps and a datacenter TAM exploding faster than analysts can model. The crown isnt slipping its getting upgraded every quarter"
X Link 2025-11-26T01:33Z [---] followers, [---] engagements
"If this is what an uneasy crown looks like imagine what a stable one would be. $NVDA is still the gravitational center of the entire AI economy"
X Link 2025-11-26T01:35Z [---] followers, [--] engagements
"@JonErlichman Imagine quitting after the 50th rejection. Or the 80th. Or the 100th. She didnt and now its a $42B monster"
X Link 2025-11-26T02:34Z [---] followers, [---] engagements
"@FoxNews If trade tensions cool thats a tailwind for global tech and AI infrastructure. Clear pathways for chips hardware and data center expansion benefit everyone"
X Link 2025-11-26T02:42Z [---] followers, [----] engagements
"@Stocktwits Googles TPU stack is exploding and its a supply chain win for $AVGO $TSM $APH $JBL $CLS and $LITE. Another confirmation that AI demand is nowhere near slowing down"
X Link 2025-11-26T03:11Z [---] followers, [---] engagements
"@MrMikeInvesting METAs fundamentals are insane right now 26% YoY revenue growth at mega-cap scale is ridiculous. If they keep compounding AI ads + infra spend the re-rating will follow"
X Link 2025-11-26T03:23Z [---] followers, [----] engagements
"@SawyerMerritt Austin is about to become the first real test case of what an autonomous city actually looks like"
X Link 2025-11-26T05:01Z [---] followers, [---] engagements
"OPENAI TARGETS [---] MILLION PAYING CHATGPT USERS BY [----] ChatGPT already has around [---] million weekly active users today but only about [--] million pay. If OpenAI reaches [---] million paid subscribers it puts ChatGPT in the same league as Spotify which sits at roughly [---] million paying users right now. So this target is huge but absolutely realistic for a platform with global scale. To get there OpenAI is pushing aggressive pricing options from five dollars a month in developing markets to two hundred dollars a month for power users. Theyre leaning heavily into enterprise and team"
X Link 2025-11-26T07:22Z [---] followers, [--] engagements
"Are there any $BITF or $HIVE bulls left Or was it all just a pump and dump by X traders who look at coloured diamonds"
X Link 2025-11-26T07:29Z [---] followers, [---] engagements
"It was obvious $BITF and $HIVE were scraped from the absolute bottom of the stock-market barrel"
X Link 2025-11-26T18:44Z [---] followers, [---] engagements
"THE [--] STOCKS IM BETTING THE AI DECADE ON ⚡ This is my 8-stock AI portfolio and Im loading it with conviction every single week because the next decade is going to be defined by compute. Demand is going vertical infrastructure is already overwhelmed and the companies at the center of this shift are set up for explosive growth. Ive broken down each name below so you can see exactly why Im betting the decade on them. 1/10🧵"
X Link 2025-11-26T21:12Z [---] followers, [----] engagements
"$NBIS My biggest holding. Nebius is building the physical backbone of AI at a moment when the world is running out of power land and capacity. They develop large-scale data centers secure enormous power footprints deploy high-density GPU clusters and deliver cloud-level compute for AI workloads. Their locations allow rapid scaling where the industry is bottlenecked. I like NBIS because they are tied directly to the physical limits of AI growth. Their trajectory is huge and the opportunity ahead is enormous. 📈 Bullish guidance Explosive multi-year scaling with aggressive power rack and ARR"
X Link 2025-11-26T21:12Z [---] followers, [---] engagements
"$NVDA My second biggest holding NVIDIA is the central compute platform of the AI era. They design the GPUs that train the worlds largest models and control CUDA the ecosystem everything runs on. Their pace in hardware software and networking is unmatched and they continue to set the direction of the entire industry. I like NVIDIA because they feel irreplaceable at the heart of AI and their demand runway is one of the strongest in technology. 📈 Bullish guidance Management highlighted accelerating demand visibility through [----] a multi-quarter supply ramp and a rapid architecture cadence all"
X Link 2025-11-26T21:12Z [---] followers, [---] engagements
"$GOOG My third biggest holding Google operates one of the worlds largest AI infrastructures. Their stack spans search ads cloud YouTube Android and enterprise tools all powered by AI. They design TPUs operate global-scale data centers and monetise AI across both infrastructure and consumer layers. I like Google because their business is already AI-native deeply profitable and positioned for multi-year cloud acceleration. 📈 Bullish guidance Google Cloud expects continued margin expansion accelerating AI workloads and rising capex intensity through [--------] as TPU demand ramps. 📊 Latest"
X Link 2025-11-26T21:12Z [---] followers, [---] engagements
"$AMZN My fourth biggest holding AWS is the backbone of global AI development. Training inference deployment storage and scaling all run through AWS. Amazon builds its own chips expands GPU regions aggressively and secures long-term energy infrastructure. I like Amazon because AWS monetises AI across every cloud service layer creating one of the most powerful flywheels in tech. 📈 Bullish guidance AWS signaled multi-year reacceleration driven by AI training clusters native AI services and expanding enterprise migrations. Capex expected to rise meaningfully. 📊 Latest figures Revenue 180.2b"
X Link 2025-11-26T21:12Z [---] followers, [---] engagements
"$MSFT My fifth biggest holding Microsoft is the enterprise gateway to AI. Azure is accelerating Copilot is rolling out across the entire Microsoft ecosystem and their OpenAI partnership gives them access to frontier models. They are embedding AI into workflows millions already rely on. I like Microsoft because they combine stability with enormous AI upside. 📈 Bullish guidance Microsoft guided continued Azure acceleration expanding Copilot monetisation and record AI bookings extending into [--------]. AI capex expected to rise materially. 📊 Latest figures Revenue 77.7b (+18% YoY) Cloud 49.1b"
X Link 2025-11-26T21:12Z [---] followers, [---] engagements
"$AMD My sixth biggest holding AMD is becoming a major supplier of AI GPUs and server CPUs. EPYC dominates high-efficiency workloads and MI300 has started to see real traction with hyperscalers looking for additional supply outside of NVIDIA. As clouds diversify and build larger clusters AMD is positioned as the clear second source in the AI accelerator market. I like AMD because the upside is asymmetric if they keep executing on the MI roadmap AI revenue could scale meaningfully over the next few years. 📈 Bullish momentum AMD isnt giving full-year [----] guidance yet but Q3/Q4 performance"
X Link 2025-11-26T21:12Z [---] followers, [---] engagements
"$AVGO My seventh biggest holding Broadcom powers the high-performance networking and custom silicon behind modern AI clusters. AI requires extreme bandwidth and hyperscalers rely heavily on Broadcoms ASIC programs and switching performance. I like Broadcom because they sit in a critical layer most investors overlook but every hyperscaler depends on. 📈 Bullish guidance Management expects continued AI silicon growth through [--------] driven by hyperscaler ASIC demand and high-performance networking scaling. 📊 Latest figures (updated) AI semiconductor revenue $5.2b last quarter up 63% YoY"
X Link 2025-11-26T21:12Z [---] followers, [---] engagements
"$ASML My eighth biggest holding ASML builds the EUV machines required to produce the worlds most advanced AI chips. Every cutting-edge GPU accelerator and advanced node starts with ASML lithography tools. Their moat is unmatched and they sit at the foundation of every AI hardware cycle. I like ASML because AI chip demand directly drives EUV demand and that creates a powerful multi-year tailwind. 📈 Bullish guidance ASML reiterated strong [--------] growth with rising EUV orders High-NA adoption and expanding foundry capex for AI-driven nodes. 📊 Latest figures Net sales 7.5b Gross margin 51.6"
X Link 2025-11-26T21:12Z [---] followers, [---] engagements
"This portfolio covers the full arc of the AI supercycle. Power and physical infrastructure frontier compute cloud distribution networking and silicon performance and the fabrication tools behind next-generation chips. Im not trying to time anything. Im owning the foundations of the entire AI era and Im staying aggressive through the decade. 10/10🧵 $NBIS $NVDA $GOOG $AMZN $MSFT $AVGO $AMD $ASML"
X Link 2025-11-26T21:12Z [---] followers, [---] engagements
"🚨 JP MORGANS STEPHANIE ALIAGA WENT ON BLOOMBERG AND MADE A STRONG CASE FOR STAYING BULLISH ON AI INFRASTRUCTURE 🚨 She said theres no bubble risk here because the revenue backs the valuations. The debt worries are overstated too Cartier isnt that expensive for a billionaire meaning Big Tech can easily handle this data center buildout. Her key point was that were now moving into the next phase where utilization and software drive the gains not just hardware. Stepping out now is how people missed massive upside in the late 90s. $NBIS $IREN $CRWV $CIFR"
X Link 2025-11-26T22:00Z [---] followers, 17.1K engagements
"Keeping an eye on $FLNC Goldman Sachs just upgraded the stock and raised their target from [--] to [--]. That tells me institutions are starting to re-rate this name Battery storage is becoming mandatory as renewables and data center demand keep ramping. Fluence sits right in that slipstream and the backlog is real. Not a core position for me but its the kind of high beta infra play that can move fast when sentiment turns. Watching it closely"
X Link 2025-11-26T22:48Z [---] followers, [---] engagements
"$IREN holders looking at $NBIS"
X Link 2025-11-26T22:55Z [---] followers, [---] engagements
"A must read for any $NBIS investor or anyone looking to entire a position. @mvcinvesting and his level headed review of companies is what sparked my interest in Nebius. I just published a new article: $NBIS: Updated Valuation Model Post-Q3 Results Please make an effort to read the full piece rather than jumping straight to the final numbers. The context and assumptions are just as important. Happy Thanksgiving 🙌🏻 https://t.co/ZNtOVhtnwi I just published a new article: $NBIS: Updated Valuation Model Post-Q3 Results Please make an effort to read the full piece rather than jumping straight to"
X Link 2025-11-27T00:30Z [---] followers, 21.2K engagements
"@mvcinvesting Anytime Your Substack is a wealth of valuable information. Has provided me with excellent material and insights while I do my due diligence"
X Link 2025-11-27T00:43Z [---] followers, [---] engagements
"BREAKING: Huge signal for data center names like $NBIS $IREN $CRWV $CIFR The $CLSK CEO dropped a pretty telling comment on November 25th during their Q4 earnings call and it lines up perfectly with what weve been seeing across the entire AI infra buildout. I had a conversation with the Senior Director of Site Development for a global hyperscaler last night as I was leaving. He told us their [----] forecasts are so constrained they are already looking at alternative builds just to meet the demand for [----]. My take remains the same as usual this is the real story behind AI infrastructure."
X Link 2025-11-27T02:56Z [---] followers, [---] engagements
"Rocket Labs Neutron rockets fairings (nose cone) are on the move in New Zealand. Headed to USA maybe $RKLB 📸 muzznzer"
X Link 2025-11-27T10:26Z [---] followers, [----] engagements
"$NBIS and $IREN highlight the two very different paths emerging in this shift. $NBIS was purpose built for AI from the start with real redundancy cooling generators and resiliency baked into the design so they arent wasting time trying to retrofit old Bitcoin barns into something they were never meant to be. Most miners simply dont have that foundation. BTC sites were originally designed for one thing feeding ASICs with raw power which means no proper switchgear no meaningful backup systems no storage infrastructure and very little of what an AI workload actually requires. Thats why only a"
X Link 2025-11-27T20:13Z [----] followers, [----] engagements
"@EndicottInvests $NBIS easy triple by [----] year end"
X Link 2025-11-27T20:14Z [---] followers, [---] engagements
"Have I got this wrong about $ZETA I like $ZETA as a growth story and I think the platform has real traction but my only concern is the moat. Its there but it isnt the kind of deep durable moat you see with companies like $NVDA $ASML or even the AI infrastructure names. Zeta has an edge with its data graph its AI driven marketing stack and the way it ties everything together. That helps with retention and creates switching costs but its still operating in a crowded space with $CRM $ADBE $ORCL and a long line of other well funded martech players. Nothing truly stops a larger competitor from"
X Link 2025-11-27T20:18Z [---] followers, [---] engagements
"People keep comparing this to the Dot Com bubble but the difference today is night and day because back then most companies had no revenue no profits and no real demand behind the spending that was taking place. $MSFT $GOOG $AMZN $META $AAPL and $NVDA are now generating hundreds of billions in revenue every year and using that cash flow to fund the AI buildout which is the complete opposite of that era where companies were burning money on ideas that had no users and no path to scale. These firms are pouring capital into GPUs data centers and power because the demand is real growing and"
X Link 2025-11-27T21:19Z [---] followers, [----] engagements
"@StockMKTNewz @fiscal_ai Dont sleep on $GOOGL"
X Link 2025-11-27T21:34Z [---] followers, [--] engagements
"@KobeissiLetter This is the kind of optimism that typically shows up before major investment cycles not after them"
X Link 2025-11-27T22:42Z [---] followers, [---] engagements
"This chart from JP Morgan shows just how massive the US data center buildout has become and it highlights why names like $NBIS $IREN $CIFR $CRWV and $CLSK are set up so well for this cycle. Total capacity that is built under construction or in planning has surged to around [--] gigawatts in [----] more than doubling in a single year and sitting eight times higher than in [----]. Planned projects alone now make up roughly [--] gigawatts which is an all time high. Its bullish for these companies because theyre directly tied to the expansion. The more data centers get built the more demand there is for"
X Link 2025-11-29T00:15Z [---] followers, [----] engagements
"🚨JP MORGAN: WERE EARLY THE REAL AI UPSIDE COULD BE $10$20T AHEAD Infra is only Phase [--]. Platforms + Applications are the multi-trillion-dollar wave coming next. All while: OpenAI prepares $1T+ in capex Hyperscalers spend $500B+ a year Data-center vacancy stays at 1.6% The big move is still in front of us. $NBIS $IREN $CRWV $CIFR $NVDA $GOOG"
X Link 2025-11-29T02:37Z [---] followers, [----] engagements
"🚨BREAKING: MICHAEL SAYLOR JUST GAVE AN INSANELY BULLISH OUTLOOK FOR [----] ON CNBC🚨 I have put the top [--] most bullish segments in the thread below 🧵👇 The "4-Year Cycle" is dead. The "Banker Acceptance" era is here. Must read/watch for all $BTC $MSTR and all crypto investors"
X Link 2025-11-29T09:02Z [---] followers, [---] engagements
"1 The Wall Street Capitulation (Banks Are All In) The final barrier is falling. Saylor confirms that Charles Schwab & Citi are prepping to custody $BTC & extend credit in 1H [----]. When big banks let you borrow against $BTC it creates the foundation of the global credit system. "The real story in '26 is banker acceptance. willingness to custody trade and extend credit.""
X Link 2025-11-29T09:03Z [---] followers, [---] engagements
"3 The Corporate Balance Sheet Unlock Old rules forced companies to report $BTC price drops as losses but never gains. That ends with Fair Value Accounting in [----]. Holding Bitcoin is now a "structural competitive advantage." CFOs finally have the green light to boost EPS with $BTC. "It became pretty clear that it gave a structural competitive advantage to a public company to have Bitcoin on their balance sheet.""
X Link 2025-11-29T09:05Z [---] followers, [---] engagements
"$NBIS all time high before year end. Calling it now"
X Link 2025-11-29T10:25Z [---] followers, 10.2K engagements
"$NBIS will be a $1000 stock by 2030"
X Link 2025-11-29T10:51Z [----] followers, 29.6K engagements
"@babyfolio How can anyone be bearish 😅"
X Link 2025-11-30T05:05Z [---] followers, [---] engagements
"Lot of fear swirling around $NBIS dilution. In this post I break down how this mirrors early $AMZN when they pumped stock to fuel AWS the move that set up a decade-long run. AI infra names like $IREN $CRWV $CIFR are/will play the same game. This is how you scale into a supercycle. $NBIS getting hit for dilution feels exactly like Amazon during the early AWS build-out. $AMZN was issuing stock nonstop to fund data centers everyone hated it meanwhile the stock went from $3.50 in [----] (split-adjusted) to $150+ by [----] as AWS kicked into gear. Thats a 40x https://t.co/dJZZvXXkYy $NBIS getting hit"
X Link 2025-11-30T06:25Z [---] followers, 13.4K engagements
"@greenytrades Same. I was busy learning to walk instead of loading up on $NVDA. Huge mistake"
X Link 2025-11-30T07:45Z [---] followers, [--] engagements
"@Coinvo 20T hitting the system would pour rocket fuel on the AI supercycle. $NVDA $NBIS"
X Link 2025-11-30T10:02Z [---] followers, [---] engagements
"Google saying it needs [----] more AI infrastructure in the next [--] years is a massive signal for AI stocks. If they have to double capacity every six months hyperscalers clearly arent even close to meeting demand. Thats a direct tailwind for the names powering the buildout. $NVDA keeps winning on sheer compute demand $AMD rides the accelerator gap $AVGO captures networking and custom silicon and data-center players like $NBIS $IREN $CIFR feel the knock-on effect as hyperscalers scramble for more land power and capacity. When a company the size of $GOOG admits it doesnt have anywhere near the"
X Link 2025-11-30T10:27Z [---] followers, [----] engagements
"$NBIS IS A BETTER OPPORTUNITY THAN $IREN AND $CIFR IN THE AI INFRASTRUCTURE BOOM When I compare these companies I always start with the people running them. Thats where the gap becomes clear. $NBIS is led by the former Yandex cloud leadership. These are operators who have already built and scaled a full cloud platform supporting search maps storage and enterprise workloads. When Nebius formed more than a thousand engineers came across. They arent learning AI infrastructure on the fly. Theyve done this before at real global scale and now theyre rebuilding the entire stack with an AI-first"
X Link 2025-11-30T18:35Z [---] followers, 37.8K engagements
"@StockMKTNewz Futures soft but compute demand isnt. December should be fun for $NVDA $AMD $NBIS $GOOG $AMZN bulls"
X Link 2025-11-30T23:16Z [---] followers, [----] engagements
"NVIDIA VS GOOGLE TPU NARRATIVE IS BEING READ WRONG The Meta and Google TPU news pushed investors to dump $NVDA and chase $GOOG to new highs. But the bigger takeaway especially for $NBIS is being misunderstood. Google offering TPUs to major customers does not replace Nvidia. GPUs and TPUs are built for different workloads and the demand for compute is strong enough for both to grow. Competition usually expands a market rather than collapsing it. The smartphone era proved that when multiple leaders pushed the category forward. The selloff in $TSM also overlooked the fact that TSMC manufactures"
X Link 2025-12-01T00:19Z [---] followers, [---] engagements
"THE AI CHIP LANDSCAPE IS EVOLVING FAST AND EVERY PLAYER IS MOVING DIFFERENT PIECES ON THE BOARD $NVDA remains the leader in general-purpose compute. Nvidias GPUs dominate because they excel at parallel math which is the foundation of training neural networks. The CUDA ecosystem gives them a software advantage that no one else has matched. This combination keeps GPUs at the center of the largest training clusters and the most demanding inference workloads. Hyperscalers are no longer just customers. They are designing their own silicon to control costs and reduce reliance on Nvidia. $GOOGL is"
X Link 2025-12-01T00:37Z [---] followers, [---] engagements
"@Cointelegraph Kevin Hassett is the front runner"
X Link 2025-12-01T01:01Z [---] followers, [----] engagements
"@Data_Dispatch @EndicottInvests 💯 holding $NBIS for the long term"
X Link 2025-12-01T01:18Z [---] followers, [---] engagements
"@iLoveiDevices 100% This $NVDA still remains one of the best solid opportunities in the market for the foreseeable future"
X Link 2025-12-01T05:03Z [---] followers, [---] engagements
"@Mr_Derivatives This $BTC correction could make a good entry point for $MSTR"
X Link 2025-12-01T06:13Z [---] followers, [---] engagements
"🚨BREAKING: NVIDIA DEMAND GOES GLOBAL IN A BIG WAY A Silicon Valley firm PaleBlueDot AI is seeking around $300M to secure advanced $NVDA chips for a Tokyo data center with Chinese social platform Rednote (Xiaohongshu) as the end user. This is cross border GPU demand at its peak. A US AI company buying chips for a Chinese client to deploy in Japan because capacity and access are that tight. JPMorgan has helped prepare marketing materials for potential lenders which shows the scale of this buildout even if they step back from the final deal. Global AI infrastructure is accelerating faster than"
X Link 2025-12-01T06:20Z [---] followers, [---] engagements
"@SeekingAlpha People forget Alphabet is one of the biggest data-center builders on earth. When AI infra demand goes vertical the companies owning compute land power and scale get rewarded. $GOOGL was never going to stay discounted forever"
X Link 2025-12-01T08:59Z [---] followers, [---] engagements
"MORE REASONS WHY $NBIS STANDS OUT AGAINST $IREN AND $CIFR Heres why the gap between Nebius Iris Energy and Cipher Mining is even bigger than most realise. Nebius didnt just land a hyperscaler. They landed $MSFT on a level that puts them in a completely different category. The deal is about 17.4B and rises to roughly 19.4B if Microsoft takes the full optional capacity. That entire project is being built as a clean AI cloud from the ground up in Vineland with Nvidias GB300 era hardware in mind. This isnt a mining campus conversion. Its a new build engineered for AI first workloads with a second"
X Link 2025-12-01T17:53Z [----] followers, [----] engagements
"THE $NBIS PRICE TARGET TREND IS GETTING HARD TO IGNORE $NBIS is becoming one of the most aggressively revalued AI infrastructure names in the market right now. Every update keeps moving in one direction UP. Arete Research just lifted their target to $211 🟢 Northland Capital Markets $206 $211 (Outperform) 🟢 D.A. Davidson $125 $150 (Buy) 🟢 BWS Financial $90 $130 (Buy) 🟢 CICC Research initiation at $143 (Outperform) 🟢 Citizens JMP initiation at $175 (Market Outperform) 🟢 Goldman Sachs $137 $155 (Buy) 🟢 Arete Research $184 $211 (Buy) These targets continue to climb and we havent even"
X Link 2025-12-01T18:53Z [----] followers, 55.6K engagements
"@strandedpsgr Arete Research is a well respected independent tech focused equity research firm known for deep analysis in semis AI cloud and infrastructure with no banking conflicts. Their $NBIS [---] price target carries real weight"
X Link 2025-12-01T18:55Z [---] followers, [---] engagements
"@StockMKTNewz $NVDA continues to be an incredibly obvious buy"
X Link 2025-12-01T18:57Z [---] followers, [---] engagements
"🚨BREAKING: $NBIS breaks $100"
X Link 2025-12-01T20:04Z [---] followers, [----] engagements
"Everyones fighting for $NVDA supply meanwhile $NBIS already has two hyperscalers locked in and still cant keep up with demand. Once Alabama and Indiana come online the gap between $NBIS and $IREN / $CIFR only gets bigger"
X Link 2025-12-01T20:30Z [---] followers, [---] engagements
"@MB_Hogan $NBIS Just keeps on heating up"
X Link 2025-12-01T20:41Z [---] followers, [---] engagements
"🚨BREAKING: NEBIUS NEW PARTNERSHIP WITH UNION AI $NBIS just added another real enterprise win. Union ai is the team behind Flyte one of the leading open-source orchestration platforms for large-scale AI ML and data workflows. Their tech powers production pipelines for companies that actually run serious compute. https://twitter.com/i/web/status/1995598540371071025 https://twitter.com/i/web/status/1995598540371071025"
X Link 2025-12-01T20:59Z [----] followers, 29.2K engagements
"Targets are climbing because the fundamentals keep getting stronger. New sites stronger guidance hyperscaler demand accelerating. $NBIS is still early"
X Link 2025-12-01T21:09Z [---] followers, [---] engagements
"@daniel_koss $NBIS fundamentals continue to get stronger. Ignore short term price action"
X Link 2025-12-01T21:28Z [---] followers, [---] engagements
"@moninvestor $NBIS moving on price target increase price targets continue to climb higher"
X Link 2025-12-01T21:29Z [---] followers, [---] engagements
"@MB_Hogan $NBIS increasing their Europe footprint its all playing out 👀"
X Link 2025-12-01T21:30Z [---] followers, [---] engagements
"🚨 BREAKING: $IREN ANNOUNCES [--] BILLION CAPITAL RAISE $IREN just revealed a massive [--] billion US dollar capital raise made up of new [----] and [----] convertible notes plus a registered share offering. Big banks are on it are Citigroup Goldman Sachs and J.P. Morgan. $IREN is down 7% in after hours"
X Link 2025-12-01T21:57Z [----] followers, 28.4K engagements
"Exactly the direction $NBIS needs to keep going. Flyte powers mission-critical AI and ML pipelines across real production environments. Pair that with Nebius infrastructure and its a perfect fit for scaling serious workloads"
X Link 2025-12-01T23:03Z [---] followers, [----] engagements
"@MirageWL8 $NBIS heating up in a major way"
X Link 2025-12-01T23:08Z [---] followers, [---] engagements
"@FinanceMajor_23 Bigger deal than what most people probably thing. $NBIS continues to lay ground work"
X Link 2025-12-01T23:09Z [---] followers, [---] engagements
"@Pearsonpc $NBIS continuing to execute and lay the foundation for growth. Love to see it"
X Link 2025-12-01T23:10Z [---] followers, [---] engagements
"@CNBC $NBIS making huge moves though 😉"
X Link 2025-12-01T23:13Z [---] followers, [---] engagements
"@_stockResearch $1000 price target for $NBIS by [----] is certainly ambitious. They would need to execute perfectly and have some major catalysts arise we arent aware of. Its possible but very slim. My price target for [----] is $300. Heres my breakdown https://x.com/hyperaicapital/status/1992132000472563760s=46 I have a $300 minimum price target on $NBIS by [----] and the dilution makes perfect sense. NBIS is gearing up like a company that wants to become a hyperscaler themselves not just serve them. Look at the history. Amazon diluted aggressively while building AWS. Microsoft spent"
X Link 2025-12-01T23:25Z [---] followers, [---] engagements
"@_stockResearch I like what you are laying down. My thoughts; A $1000 target for $NBIS by [----] is ambitious. Theyd need flawless execution plus a few major catalysts we dont even see yet. Its possible but the probability is low. My break down for a $300 [----] target: https://x.com/hyperaicapital/status/1992132000472563760s=46 I have a $300 minimum price target on $NBIS by [----] and the dilution makes perfect sense. NBIS is gearing up like a company that wants to become a hyperscaler themselves not just serve them. Look at the history. Amazon diluted aggressively while building AWS. Microsoft"
X Link 2025-12-01T23:29Z [---] followers, [----] engagements
"@btc_4_days Reality is if we want massive $IREN growth dilution will occur. Its part of the process"
X Link 2025-12-01T23:32Z [---] followers, [---] engagements
"@EndicottInvests People are missing the point. $MSFT was never going to outsource its software stack. The real upside is $NBIS building the AI cloud everyone else can actually use"
X Link 2025-12-01T23:56Z [---] followers, [---] engagements
"@LydiaLi712898 $NBIS continuing to perform"
X Link 2025-12-02T00:10Z [---] followers, [---] engagements
"@LydiaLi712898 Wait until $NBIS makes your 2026"
X Link 2025-12-02T00:42Z [---] followers, [---] engagements
"WHY $IREN NEEDS THIS $2B RAISE: $IREN just launched up to $2B of new [----] and [----] convertible notes alongside an equity offering to clean up its [----] and [----] converts and strengthen the balance sheet for its AI buildout. The $MSFT deal is roughly $9.7B over five years and requires IREN to buy about $5.8B of Nvidia GB300 infrastructure from Dell and stand up around 200MW of new liquid-cooled capacity at its Childress Texas campus. Microsoft is only prepaying about 20% of the contract so IREN still has to fund the bulk of the hardware and construction itself. AI infrastructure is brutally"
X Link 2025-12-02T01:49Z [---] followers, 12.2K engagements
"@KobeissiLetter Feels like the housing market is trying to price out an entire generation. Prices up affordability down nothing adds up"
X Link 2025-12-02T03:54Z [---] followers, [---] engagements
"@BagelC47 Good to know. I still like $IREN and may open a position. I prefer $NBIS however"
X Link 2025-12-02T05:00Z [---] followers, [---] engagements
"@_nyansego $NBIS 🔥🔥🔥"
X Link 2025-12-02T05:55Z [---] followers, [---] engagements
"@029_protein $NBIS 🔥🔥"
X Link 2025-12-02T05:55Z [---] followers, [---] engagements
"@nvidianewsroom @MistralAI This is big. Optimized frontier models mean even more pull-through for $NVDA platforms"
X Link 2025-12-02T23:05Z [---] followers, [---] engagements
"@KobeissiLetter If this hits $300B $NVDA $MSFT and the infra names are going to print money"
X Link 2025-12-03T00:47Z [---] followers, [----] engagements
"ANTHROPIC IPO IS A DIRECT CATALYST FOR DATA CENTERS Anthropic owns no data centers. Every step of their growth pushes demand straight into operators building accelerated capacity. That puts $NBIS $CRWV and $IREN directly in the flow of this expansion. A well-funded Anthropic means larger models more training runs and heavier inference workloads. That forces $AMZN $GOOGL and $MSFT to deploy more $NVDA and $AMD accelerators and expand sites faster than planned. Competitors like OpenAI xAI DeepMind and $META will accelerate their own workloads creating even more pressure on the infrastructure"
X Link 2025-12-03T02:14Z [---] followers, [----] engagements
"This development affects far more than Anthropic alone. A move like this pushes the rest of the frontier model companies to accelerate their own timelines. OpenAI DeepMind xAI and $META will all increase training activity and secure additional GPU capacity so they are not caught behind. That creates a heavier load on the major cloud platforms such as $AMZN $GOOGL and $MSFT as they work to meet the next wave of demand. The additional strain does not stay contained within the hyperscalers. It moves directly into the specialists building high density infrastructure. This is why names like $NBIS"
X Link 2025-12-03T02:20Z [---] followers, [---] engagements
"Jim Cramer recommends to sell $OKLO and sell $IREN due to the recent convertible note offering. Inverse Cramer"
X Link 2025-12-03T04:23Z [---] followers, 45.6K engagements
"@PaperBozz I so badly want to like $PYPL they just keep fumbling the ball"
X Link 2025-12-03T05:17Z [---] followers, [---] engagements
"This must be one of the most disastrous investment blunders of the decade. Back in [----] SoftBank sold their entire $NVDA stake for just $3.3B right before Nvidia became the engine of the entire AI boom. If they held that position today it would be worth well over $100B. Some estimates even push it toward $150B. A missed 30x to 45x payday. This hits even harder because SoftBank runs the Vision Fund a giant tech portfolio built specifically to back long-term AI winners. The whole point of the fund is to spot generational companies early. They exited the biggest one right before liftoff. The"
X Link 2025-12-03T08:59Z [---] followers, [---] engagements
"@StockMKTNewz The future of cybersecurity is real time AI models catching threats before they even happen. Only works at scale with massive compute. $NVDA built the stack for that"
X Link 2025-12-03T19:59Z [---] followers, [---] engagements
"@vladtenev any plans to expand @RobinhoodApp to Australasia Australia and New Zealand would love access 🙏"
X Link 2025-12-03T23:36Z [---] followers, [--] engagements
"$IREN told the market in May it could build AI data centers for 6M to 7M per MW. Now in November it is suddenly 14M to 16M per MW. That is not a small adjustment. This is the uncomfortable truth nobody wants to say. Retrofit bitcoin miners trying to pivot into AI keep discovering the real costs once they get deeper into the engineering. Power delivery cooling density and timelines expose who actually knows how to build and who is guessing. This is also why purpose-built players like $NBIS are scaling cleaner. Starting from scratch and controlling every layer of the stack removes these shocks"
X Link 2025-12-04T03:11Z [---] followers, 23.2K engagements
"@cryptorover Schwab waited [--] years to realise people want to buy Bitcoin. Incredible timing"
X Link 2025-12-04T03:38Z [---] followers, [---] engagements
"I love this take because it perfectly captures why $NBIS stands out in the AI infrastructure space. If you removed the name and only looked at how they plan build and communicate their strategy youd swear you were looking at a hyperscaler. That level of scale thinking this early is exactly what gets me excited. Theyre expanding footprint tightening execution and moving with the same intent the major cloud players showed before their breakout years. Thats the signal I watch for. Some people wait for the revenue slides. Id rather spot the hyperscaler mindset early. $NBIS is already showing it."
X Link 2025-12-05T01:02Z [---] followers, [---] engagements
"$NBIS only needs a [--] percent move to beat its all time closing high and a run like that before year end is very possible. The previous close sits around [---] and with the stock near [---] the gap is within reach. Any confirmation around the Indiana or Alabama sites can speed that up. Capacity announcements have been one of the strongest catalysts in AI infrastructure this year. Demand for AI compute keeps building the footprint is expanding and large scale deployments are accelerating across the industry. This sector does not move slowly. When capital returns the moves are sharp. Macro could"
X Link 2025-12-05T09:34Z [---] followers, [----] engagements
"If we get the rate cut next week the entire risk curve shifts. High growth infra names like $NBIS become the first beneficiaries. That [--] percent gap can disappear way quicker than people expect"
X Link 2025-12-05T16:45Z [---] followers, [---] engagements
"IS $FRMI ABOUT TO BE THE NEXT X OBSESSION I am watching this one closely because $FRMI is shaping up to be one of the most ambitious AI infrastructure stories anywhere in the market. The stock is trading around fifteen dollars with a valuation near ten billion and the company is still pre revenue yet it already controls more than five thousand acres through a ninety nine year lease with the Texas Tech University System and plans to build one of the largest private energy and data center campuses in the United States. Fermi America is building Project Matador in the Texas Panhandle a site"
X Link 2025-12-06T09:10Z [---] followers, [----] engagements
"THE MACRO SETUP FOR AI NAMES IS SHIFTING FAST 📈🔥 $NBIS $NVDA and $PLTR are in the spotlight right now. Im watching this closely because macro headlines are running the entire market. Even the strongest earnings arent getting rewarded. Everything is trading off the macro tone more than anything else. The Federal Reserve basically ended quantitative tightening after a $13.5B liquidity jump on December 1st. The money printer is turning back on. Liquidity is finally moving again which is usually the first spark for high growth names. There is speculation that Kevin Hassett could become the next"
X Link 2025-12-07T08:09Z [---] followers, [----] engagements
"$NBIS $NVDA and $PLTR all benefit from this dynamic but in different ways. The infrastructure names feel the impact of heavier training schedules and accelerating model complexity while $PLTR gains from the rapid increase in enterprise deployment. Both sides point to the same underlying trend. AI workloads are expanding and the demand supporting them continues to build"
X Link 2025-12-07T09:55Z [---] followers, [---] engagements
"🚨BREAKING: THE FIGHT FOR WARNER BROS HAS OFFICIALLY BECOME A MARKET BATTLE Netflix $NFLX moved first with a massive deal to acquire the $WBD studios HBO Max and one of the deepest content engines in entertainment. It looked like the clear path forward. Then Paramount Skydance $PSKY came in with a hostile all cash offer at [--] dollars per share valuing Warner Bros at more than [---] billion dollars and instantly flipped the entire situation. What started as a straightforward acquisition is now a full takeover war. This has become far more than a bidding contest. Its a clash of two investment"
X Link 2025-12-08T21:12Z [---] followers, [---] engagements
"@amitisinvesting $NVDA back in the $190s was only a matter of time. The demand picture hasnt changed at all"
X Link 2025-12-08T22:23Z [---] followers, [----] engagements
"$300M RAISE FOR BLACK FOREST LABS. HUGE SIGNAL FOR $NBIS. Black Forest Labs just locked in $300M at a $3.25B valuation. They are a Nebius customer building the FLUX models and this kind of funding tells you exactly where AI money is heading. Straight into teams that need massive compute. That is where Nebius wins. Every raise like this means more GPUs more training more inference more scale. These companies have to deploy that demand somewhere and Nebius is quickly becoming the go to platform for the fastest growing AI names. The pattern is hard to ignore. Recraft. The Stage AI. Black Forest"
X Link 2025-12-09T02:43Z [---] followers, 14.1K engagements
"INSTITUTIONAL INTEREST WENT BEYOND THE OFFERING AS $IREN RAISES $2.3B Institutional demand was strong right out of the gate. The full $300M greenshoe was exercised which shows that interest went well beyond the initial allocation. Big money wanted more exposure to what IREN is building. IREN is building one of the strongest balance sheets in AI infrastructure. They have just raised $2.3B through new convertible notes while retiring $544M of older higher coupon debt. This move lowers interest costs extends maturities and gives the business serious financial momentum. They issued two new notes."
X Link 2025-12-09T02:55Z [---] followers, [---] engagements
"ORACLE EARNINGS TOMORROW COULD SET THE TONE FOR EVERY DATA CENTRE STOCK $NBIS $IREN $CRWV $CIFR will all be watching this print closely. Oracle has become a major barometer for AI infrastructure demand and the entire sector trades off their signals right now. Were tied to Oracle until were not and tomorrows numbers will show whether that connection is still strengthening or starting to break. A strong report means the sector is still accelerating. It shows enterprises are committing to more compute more storage and more AI capacity. When Oracle posts growth investors often rotate into the"
X Link 2025-12-10T07:02Z [---] followers, [---] engagements
"2026 will be big for $NBIS but [----] will be explosive as the full weight of their buildout comes together"
X Link 2025-12-10T14:35Z [---] followers, [----] engagements
"Jerome Powell mentions AI data centers. $NBIS $IREN $CRWV $CIFR $NVDA"
X Link 2025-12-10T20:12Z [----] followers, 39K engagements
"Low key me right now $NBIS"
X Link 2025-12-11T18:58Z [---] followers, [---] engagements
"@NVIDIADC AI data centers are becoming living systems. Real-time telemetry is the only way to keep pace. The infra names positioned for this shift win big"
X Link 2025-12-11T19:37Z [---] followers, [---] engagements
"$NBIS and $NVDA are positioned right in the middle of where AI factories are heading. NVIDIAs update shows how critical real time observability has become. Spectrum X streams telemetry from switches SuperNICs and GPUs so operators can spot packet loss congestion and misconfigurations the moment they appear. Any provider building modern AI factories including $NBIS depends on this level of visibility to scale LLM training and inference without disruptions. The same applies to fast-growing infra names like $IREN and $CRWV as they expand their AI data center footprints. The next wave of AI data"
X Link 2025-12-11T19:41Z [---] followers, [----] engagements
"@investwithsheng Where do you see $NBIS going from here"
X Link 2025-12-11T23:28Z [---] followers, [---] engagements
"Great companies dont suddenly break. $IREN $80 $43 $NBIS $141 $92 $HIMS $72 $37 $OSCR $23 $15 What changed Not the business. Most people buy green candles. A few buy future cash flows"
X Link 2025-12-12T10:18Z [----] followers, 103.5K engagements
"@Matt_Kolb_ I will take a look"
X Link 2025-12-12T18:33Z [----] followers, [----] engagements
"@thebeingintime I like $PGY here"
X Link 2025-12-12T18:34Z [----] followers, [----] engagements
"Regulated financial institutions are running ClickHouse in production. Thats real enterprise adoption and meaningful exposure for $NBIS. $NBIS ClickHouse just achieved the AWS Financial Services Competency recognizing its ability to support mission-critical workloads for global financial institutions. 🔥 Banks fintechs and crypto platforms use ClickHouse for real-time analytics fraud detection compliance https://t.co/NkiLkJCbCL $NBIS ClickHouse just achieved the AWS Financial Services Competency recognizing its ability to support mission-critical workloads for global financial institutions."
X Link 2025-12-12T19:17Z [----] followers, [----] engagements
"@mvcinvesting Production use in regulated environments is strong validation for ClickHouse. Another success in the $NBIS arsenal"
X Link 2025-12-12T19:20Z [----] followers, [----] engagements
"@thebeingintime Looking at shaving my $AMD position and entering $PGY"
X Link 2025-12-12T22:46Z [---] followers, [---] engagements
"@thebeingintime I will get a mini deep dive out over next 48hrs I really like $PGY"
X Link 2025-12-13T00:52Z [----] followers, [---] engagements
"If the thesis hasnt changed the opportunity has. $NBIS $IREN $OSCR $HIMS Great companies dont suddenly break. $IREN $80 $43 $NBIS $141 $92 $HIMS $72 $37 $OSCR $23 $15 What changed Not the business. Most people buy green candles. A few buy future cash flows. Great companies dont suddenly break. $IREN $80 $43 $NBIS $141 $92 $HIMS $72 $37 $OSCR $23 $15 What changed Not the business. Most people buy green candles. A few buy future cash flows"
X Link 2025-12-13T01:25Z [---] followers, [----] engagements
"@thebeingintime Ha Great minds think alike was looking at opening a small position in $DCTH next week"
X Link 2025-12-13T02:36Z [----] followers, [---] engagements
"$NVDA may increase H200 production as Chinese demand is reportedly exceeding supply. Kinda sounds like China wants Nvidia chips"
X Link 2025-12-13T09:10Z [---] followers, [---] engagements
Topic Creators
https://lunarcrush.com/api4/public/topic/:topic/creators/v1
Get the top creators for a social topic
input parameters:
- topic: Provide the topic to get details for. A topic must be all lower case and can only include letters, numbers, spaces, # and $. required
Example request:
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/topic/bitcoin/creators/v1
Example response:
{
"data": [
{
"creator_id": "twitter::1605310254085980161",
"creator_name": "Bitcoin_Teddy",
"creator_avatar": "https://pbs.twimg.com/profile_images/1739753415134138368/FrWHMAnb_200x200.jpg",
"creator_followers": 74293,
"creator_rank": 1,
"interactions_24h": [-------]
}
]
}
Schema:
- creator_id: The [network]::[unique_id] for the influencer
- creator_name: The unique screen name for the influencer
- creator_avatar: The URL to the avatar for the creator
- creator_followers: number of followers the account has
- creator_rank: ranking based on all posts in the last [--] hours that have interactions
- interactions_24h: Number of interactions in the last [--] hours
Category Creators
https://lunarcrush.com/api4/public/category/:category/creators/v1
Get the top creators for a social category
input parameters:
- category: Provide the category to get details for. A category must be all lower case and can only include letters, numbers, and spaces. required
Example request:
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/category/musicians/creators/v1
Example response:
{
"data": [
{
"creator_id": "youtube::undefined",
"creator_name": "airshowfansh",
"creator_avatar": "https://yt3.ggpht.com/cUuwxYNRoYoO_rnBAgPbze39nOMI_rUq0pVmHiM-Fz40TsRDmv8gZcUxvqxLF_bsGzhdVu4u9A=s88-c-k-c0x00ffffff-no-rj",
"creator_followers": 79600000,
"creator_rank": 1,
"interactions_24h": [---------]
}
]
}
Schema:
- creator_id: The [network]::[unique_id] for the influencer
- creator_name: The unique screen name for the influencer
- creator_avatar: The URL to the avatar for the creator
- creator_followers: number of followers the account has
- creator_rank: ranking based on all posts in the last [--] hours that have interactions
- interactions_24h: Number of interactions in the last [--] hours
Creators List
https://lunarcrush.com/api4/public/creators/list/v1
Get a list of trending social creators over all of social based on interactions. To get lists of creators by category or topic see the topics and categories endpoints.
Example request:
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creators/list/v1
Example response:
{
"data": [
{
"creator_name": "elonmusk",
"creator_display_name": "Elon Musk",
"creator_id": "44196397",
"creator_network": "twitter",
"creator_avatar": "https://pbs.twimg.com/profile_images/2008546467615580160/57KcqsTA_200x200.jpg",
"creator_followers": 234295750,
"creator_posts": 3649,
"creator_rank": 1,
"interactions_24h": [---------]
}
]
}
Schema:
- creator_name: The unique screen name for the influencer
- creator_display_name: The chosen display name for the influencer if available
- creator_id: The [network]::[unique_id] for the influencer
- creator_network: The social network for the post or influencer. We still refer to x as twitter out of developer preference.
- creator_avatar: The URL to the avatar for the creator
- creator_followers: number of followers the account has
- creator_posts: total number of posts with interactions in the last [--] hours
- creator_rank: ranking based on all posts in the last [--] hours that have interactions
- interactions_24h: Number of interactions in the last [--] hours
Creator
https://lunarcrush.com/api4/public/creator/:network/:id/v1
Get detail information on a specific creator
input parameters:
- network: Provide the network for the creator. One of twitter, youtube, instagram, reddit, or tiktok required
- id: Provide the unique ID or screen name of the creator required
Example request:
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creator/twitter/elonmusk/v1
Example response:
{
"data": {
"creator_id": "twitter::44196397",
"creator_name": "elonmusk",
"creator_display_name": "Elon Musk",
"creator_avatar": "https://pbs.twimg.com/profile_images/2008546467615580160/57KcqsTA_200x200.jpg",
"creator_followers": 234296337,
"creator_rank": 2,
"interactions_24h": 318539577,
"topic_influence": [
{
"topic": "in the",
"count": 294,
"percent": 5.88,
"rank": [--]
}
],
"top_community": [
{
"creator_name": "grok",
"creator_display_name": "Grok",
"creator_avatar": "https://pbs.twimg.com/profile_images/1893219113717342208/Vgg2hEPa_200x200.jpg",
"count": [---]
}
]
}
}
Schema:
- creator_id: The [network]::[unique_id] for the influencer
- creator_name: The unique screen name for the influencer
- creator_display_name: The chosen display name for the influencer if available
- creator_avatar: The URL to the avatar for the creator
- creator_followers: number of followers the account has
- creator_rank: ranking based on all posts in the last [--] hours that have interactions
- interactions_24h: Number of interactions in the last [--] hours
- topic_influence: an array of social topics and the creators ranking on each topic
- topic: LunarCrush social topic. Can only includes letters, numbers, spaces, #, and $
- top_community: an array of the top accounts that have recently mentioned this creator or that this creator has mentioned
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing