[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @MarkosAAIG Markos Markos posts on X about $nbis, $iren, at least, $googl the most. They currently have XXXXX followers and XX posts still getting attention that total XXX engagements in the last XX hours. ### Engagements: XXX [#](/creator/twitter::1679886803967287298/interactions)  - X Week XXXXXX -XX% - X Month XXXXXXX -XX% ### Mentions: X [#](/creator/twitter::1679886803967287298/posts_active)  - X Week XX -XX% - X Month XXX +11% ### Followers: XXXXX [#](/creator/twitter::1679886803967287298/followers)  - X Week XXXXX +3.70% - X Month XXXXX +23% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::1679886803967287298/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) XXXXX% [technology brands](/list/technology-brands) XXXXX% [finance](/list/finance) XXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% [currencies](/list/currencies) XXXX% [social networks](/list/social-networks) XXXX% **Social topic influence** [$nbis](/topic/$nbis) 10.71%, [$iren](/topic/$iren) 10.71%, [at least](/topic/at-least) 7.14%, [$googl](/topic/$googl) 7.14%, [level](/topic/level) 7.14%, [$crwv](/topic/$crwv) 3.57%, [for long](/topic/for-long) 3.57%, [make a](/topic/make-a) 3.57%, [$flnc](/topic/$flnc) 3.57%, [metal](/topic/metal) XXXX% **Top accounts mentioned or mentioned by** [@jiahanjimliu](/creator/undefined) [@fransbakker9812](/creator/undefined) [@bitcoinbutcher1](/creator/undefined) [@shawnli_real](/creator/undefined) [@aleabitoreddit](/creator/undefined) [@marc750](/creator/undefined) [@marc_750](/creator/undefined) [@landoinvests](/creator/undefined) [@dandelion12234](/creator/undefined) [@david00477369](/creator/undefined) [@agrippainv](/creator/undefined) [@alexfrombabylon](/creator/undefined) [@user889889](/creator/undefined) [@u_apsatar](/creator/undefined) [@genzinvest0r](/creator/undefined) [@phucthinhbtv](/creator/undefined) [@kashramki](/creator/undefined) [@aleabitoredditive](/creator/undefined) [@mktmavpro](/creator/undefined) [@cruxcapital](/creator/undefined) **Top assets mentioned** [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [IREN Limited (IREN)](/topic/$iren) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [CoreWeave, Inc. (CRWV)](/topic/$crwv) [Fluence Energy, Inc. Class A Common Stock (FLNC)](/topic/$flnc) [Advanced Micro Devices (AMD)](/topic/$amd) [MetaQ (METAQ)](/topic/$metaq) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Oracle Corporation (ORCL)](/topic/$orcl) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Microsoft Corp. (MSFT)](/topic/$msft) ### Top Social Posts Top posts by engagements in the last XX hours "Decided to make a post on @bitcoinbutcher1 his good questions regarding $CRWV $NBIS and $IREN 1) First of all its important to clear up the assumption that CoreWeave must deleverage. This is wrong. CoreWeave can operate at high leverage indefinitely as long as demand stays high and refinancing windows remain open. If they get customers for long duration that is the key to the sustainability of their business model. And this is in my opinion a cyclical versus structural misunderstanding. Im not a big fan of CoreWeaves business model but they dont need to pay it off. high leverage is core into" [X Link](https://x.com/MarkosAAIG/status/1997360902748737916) 2025-12-06T17:42Z 4287 followers, 21.5K engagements "The market by default only looks at the part of the cycle thats right in front of them. Today mizuho downgraded $FLNC to sell. Fluence $FLNC has highlighted a $X billion pipeline that could convert into orders in 2026-27 but Mizuho analyst Maheep Mandloi said he sees "minimal impact given limited visibility and no profitability disclosure" and channel checks suggest battery storage for data centers remain in trial with most sites depending on gas generators Right now batteries is early-cycle AI energy demand so buy battery stocks. The margin profile in battery storage doesnt come from the" [X Link](https://x.com/MarkosAAIG/status/1998212606880792947) 2025-12-09T02:06Z 4287 followers, 4651 engagements "$IREN $NBIS Good post by @jiahanjimliu but I have some add-ons and some differences. People focus on the most visible constraint and treat it as the whole game. Never do that. Look at the bigger picture and visualize later stage cycle dynamics. Right now that constraint is GPU capacity together with power. (And advanced materials but nobody knows that yet). And because its the bottleneck of the moment everyone treats IaaS build-out as the story. Like the big center of gravity for AI infra. Which is right. We see it. But temporary as everything. Diving in @jiahanjimliu quote that Microsoft is" [X Link](https://x.com/MarkosAAIG/status/1990593028415697135) 2025-11-18T01:28Z 4270 followers, 22.2K engagements "Okay guys. Very interesting conversation about $NBIS and $IREN by @Agrippa_Inv and @aleabitoreddit.Ive read it with a lot of pleasure and Im writing this response also with a big smile. Whats happening in this thread is that two analyses and I would say decent-level analyses are landing on totally different outcomes because theyre both built on completely different underlying mechanics. Let me explain. @aleabitoreddit is looking at $NBIS as a full cloud provider which I will talk about in a bit and Agrippa is looking at Nebius as a GPU wholesaler to $MSFT which is also true but misses an" [X Link](https://x.com/MarkosAAIG/status/1995507193290875082) 2025-12-01T14:56Z 4267 followers, 72.7K engagements "$AMD $GOOGL $METAq Okay no im gonna say something and it will be hard for some people to understand: what you are seeing today is the past and not the future. Sounds crazy right😂. Let me explain: Im in $NVDA since 2018. And what happens today (see @Beth_Kindig post) is already the past in Jensen Huangs head. He doesnt operate on the cycle everyone else sees he positions two three sometimes four years ahead. You have to understand there is no universe where he was surprised that hyperscalers would build their own chips. No universe where he didnt expect AMD to eventually close the gap a" [X Link](https://x.com/MarkosAAIG/status/1993475561922998661) 2025-11-26T00:23Z 4288 followers, 52.7K engagements "Unlevered IRR VS Levered IRR Lets clear a few things up because lately on X I keep seeing terms like ROE ROIC unlevered IRR and levered IRR being thrown around interchangeably especially in the data center conversation. And most people immediately jump to levered IRR as the real return because yes thats what equity ultimately earns. That part is true at a surface level. but its also exactly where the misunderstanding begins. And also the current debt fears in the market $IREN $NBIS Before we talk about returns we need to get the assumptions straight: when your counterparty is a hyperscaler" [X Link](https://x.com/MarkosAAIG/status/1996290855691493516) 2025-12-03T18:50Z 4287 followers, 9638 engagements "My key take-away: When you take into account all the points above the core bottleneck or at least the strategic pivot point becomes very clear. SW1 should not be pure colo but SW1 also cannot be pure neocloud unless IREN evolves its product and its customer strategy. From todays perspective everyone following IREN knows they already have the interconnect the land the power and the potential scale. What remains uncertain and what depends heavily on the visibility they have with hyperscaler deals is whether they can build the additional layers needed to de-risk SW1 over the long run. Across the" [X Link](https://x.com/MarkosAAIG/status/1996973155160670587) 2025-12-05T16:01Z 4287 followers, 1440 engagements "Theres been a lot of hate on ChatGPT/OpenAI lately mostly arguing that $GOOGL has the far better in-house dataset simply because it owns Search YouTube Gmail Maps Android and everything in between. And I fully agree that Googles raw data reservoir is on another level. So fair. But talking about OpenAI strategy: If you would give me the keys to OpenAI I would run it strategically the same as they do know. I would go extremely aggressive on user-base expansion. Because its the only path to build a data-engine that can partially compensate for Googles structural advantage. And later on it" [X Link](https://x.com/MarkosAAIG/status/1998529964191134084) 2025-12-09T23:07Z 4287 followers, XXX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@MarkosAAIG Markos
Markos posts on X about $nbis, $iren, at least, $googl the most. They currently have XXXXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.
Engagements: XXX #
- X Week XXXXXX -XX%
- X Month XXXXXXX -XX%
Mentions: X #
- X Week XX -XX%
- X Month XXX +11%
Followers: XXXXX #
- X Week XXXXX +3.70%
- X Month XXXXX +23%
CreatorRank: XXXXXXXXX #
Social Influence
Social category influence stocks XXXXX% technology brands XXXXX% finance XXXX% cryptocurrencies XXXX% currencies XXXX% social networks XXXX%
Social topic influence $nbis 10.71%, $iren 10.71%, at least 7.14%, $googl 7.14%, level 7.14%, $crwv 3.57%, for long 3.57%, make a 3.57%, $flnc 3.57%, metal XXXX%
Top accounts mentioned or mentioned by @jiahanjimliu @fransbakker9812 @bitcoinbutcher1 @shawnli_real @aleabitoreddit @marc750 @marc_750 @landoinvests @dandelion12234 @david00477369 @agrippainv @alexfrombabylon @user889889 @u_apsatar @genzinvest0r @phucthinhbtv @kashramki @aleabitoredditive @mktmavpro @cruxcapital
Top assets mentioned Nebius Group N.V. Class A Ordinary Shares (NBIS) IREN Limited (IREN) Alphabet Inc Class A (GOOGL) CoreWeave, Inc. (CRWV) Fluence Energy, Inc. Class A Common Stock (FLNC) Advanced Micro Devices (AMD) MetaQ (METAQ) NVIDIA Corp. (NVDA) Oracle Corporation (ORCL) Amazon.com, Inc. (AMZN) Microsoft Corp. (MSFT)
Top Social Posts
Top posts by engagements in the last XX hours
"Decided to make a post on @bitcoinbutcher1 his good questions regarding $CRWV $NBIS and $IREN 1) First of all its important to clear up the assumption that CoreWeave must deleverage. This is wrong. CoreWeave can operate at high leverage indefinitely as long as demand stays high and refinancing windows remain open. If they get customers for long duration that is the key to the sustainability of their business model. And this is in my opinion a cyclical versus structural misunderstanding. Im not a big fan of CoreWeaves business model but they dont need to pay it off. high leverage is core into"
X Link 2025-12-06T17:42Z 4287 followers, 21.5K engagements
"The market by default only looks at the part of the cycle thats right in front of them. Today mizuho downgraded $FLNC to sell. Fluence $FLNC has highlighted a $X billion pipeline that could convert into orders in 2026-27 but Mizuho analyst Maheep Mandloi said he sees "minimal impact given limited visibility and no profitability disclosure" and channel checks suggest battery storage for data centers remain in trial with most sites depending on gas generators Right now batteries is early-cycle AI energy demand so buy battery stocks. The margin profile in battery storage doesnt come from the"
X Link 2025-12-09T02:06Z 4287 followers, 4651 engagements
"$IREN $NBIS Good post by @jiahanjimliu but I have some add-ons and some differences. People focus on the most visible constraint and treat it as the whole game. Never do that. Look at the bigger picture and visualize later stage cycle dynamics. Right now that constraint is GPU capacity together with power. (And advanced materials but nobody knows that yet). And because its the bottleneck of the moment everyone treats IaaS build-out as the story. Like the big center of gravity for AI infra. Which is right. We see it. But temporary as everything. Diving in @jiahanjimliu quote that Microsoft is"
X Link 2025-11-18T01:28Z 4270 followers, 22.2K engagements
"Okay guys. Very interesting conversation about $NBIS and $IREN by @Agrippa_Inv and @aleabitoreddit.Ive read it with a lot of pleasure and Im writing this response also with a big smile. Whats happening in this thread is that two analyses and I would say decent-level analyses are landing on totally different outcomes because theyre both built on completely different underlying mechanics. Let me explain. @aleabitoreddit is looking at $NBIS as a full cloud provider which I will talk about in a bit and Agrippa is looking at Nebius as a GPU wholesaler to $MSFT which is also true but misses an"
X Link 2025-12-01T14:56Z 4267 followers, 72.7K engagements
"$AMD $GOOGL $METAq Okay no im gonna say something and it will be hard for some people to understand: what you are seeing today is the past and not the future. Sounds crazy right😂. Let me explain: Im in $NVDA since 2018. And what happens today (see @Beth_Kindig post) is already the past in Jensen Huangs head. He doesnt operate on the cycle everyone else sees he positions two three sometimes four years ahead. You have to understand there is no universe where he was surprised that hyperscalers would build their own chips. No universe where he didnt expect AMD to eventually close the gap a"
X Link 2025-11-26T00:23Z 4288 followers, 52.7K engagements
"Unlevered IRR VS Levered IRR Lets clear a few things up because lately on X I keep seeing terms like ROE ROIC unlevered IRR and levered IRR being thrown around interchangeably especially in the data center conversation. And most people immediately jump to levered IRR as the real return because yes thats what equity ultimately earns. That part is true at a surface level. but its also exactly where the misunderstanding begins. And also the current debt fears in the market $IREN $NBIS Before we talk about returns we need to get the assumptions straight: when your counterparty is a hyperscaler"
X Link 2025-12-03T18:50Z 4287 followers, 9638 engagements
"My key take-away: When you take into account all the points above the core bottleneck or at least the strategic pivot point becomes very clear. SW1 should not be pure colo but SW1 also cannot be pure neocloud unless IREN evolves its product and its customer strategy. From todays perspective everyone following IREN knows they already have the interconnect the land the power and the potential scale. What remains uncertain and what depends heavily on the visibility they have with hyperscaler deals is whether they can build the additional layers needed to de-risk SW1 over the long run. Across the"
X Link 2025-12-05T16:01Z 4287 followers, 1440 engagements
"Theres been a lot of hate on ChatGPT/OpenAI lately mostly arguing that $GOOGL has the far better in-house dataset simply because it owns Search YouTube Gmail Maps Android and everything in between. And I fully agree that Googles raw data reservoir is on another level. So fair. But talking about OpenAI strategy: If you would give me the keys to OpenAI I would run it strategically the same as they do know. I would go extremely aggressive on user-base expansion. Because its the only path to build a data-engine that can partially compensate for Googles structural advantage. And later on it"
X Link 2025-12-09T23:07Z 4287 followers, XXX engagements