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# ![@TheEUInvestor Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::42615116.png) @TheEUInvestor The European Investor

The European Investor posts on X about $nbis, stocks, $amzn, $crwv the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.

### Engagements: XXXXX [#](/creator/twitter::42615116/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::42615116/c:line/m:interactions.svg)

- X Week XXXXXX -XX%
- X Month XXXXXXX +40%

### Mentions: XX [#](/creator/twitter::42615116/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::42615116/c:line/m:posts_active.svg)

- X Week XX -XX%
- X Month XXX +47%

### Followers: XXXXX [#](/creator/twitter::42615116/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::42615116/c:line/m:followers.svg)

- X Week XXXXX +3%
- X Month XXXXX +22%

### CreatorRank: XXXXXXX [#](/creator/twitter::42615116/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::42615116/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::42615116/influence)
---

**Social category influence**
[finance](/list/finance)  XXXX% [stocks](/list/stocks)  XXX% [technology brands](/list/technology-brands)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX% [automotive brands](/list/automotive-brands)  XXXX% [travel destinations](/list/travel-destinations)  XXXX% [exchanges](/list/exchanges)  XXXX% [countries](/list/countries)  XXXX%

**Social topic influence**
[$nbis](/topic/$nbis) #67, [stocks](/topic/stocks) #4714, [$amzn](/topic/$amzn) #130, [$crwv](/topic/$crwv) #162, [infrastructure](/topic/infrastructure) #1025, [$iren](/topic/$iren) #158, [gpu](/topic/gpu) #872, [databricks](/topic/databricks) #101, [snowflake](/topic/snowflake) #363, [$slnh](/topic/$slnh) #23

**Top accounts mentioned or mentioned by**
[@longoption](/creator/undefined) [@yodastockinvest](/creator/undefined) [@qualityinvest5](/creator/undefined) [@tacticzh](/creator/undefined) [@mmoney642](/creator/undefined) [@stocksalute](/creator/undefined) [@alexis04613](/creator/undefined) [@dissectmarkets](/creator/undefined) [@bjmtweets](/creator/undefined) [@hollertotide](/creator/undefined) [@jakebrowatzke](/creator/undefined) [@wealthmatica](/creator/undefined) [@elneneloco813](/creator/undefined) [@joecarlsonshow](/creator/undefined) [@couchinvestor](/creator/undefined) [@cedarreseach](/creator/undefined) [@investseekers](/creator/undefined) [@danielisdizzy](/creator/undefined) [@finchatio](/creator/undefined) [@dividenddudex](/creator/undefined)

**Top assets mentioned**
[Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [CoreWeave, Inc. (CRWV)](/topic/$crwv) [IREN Limited (IREN)](/topic/$iren) [Advanced Micro Devices (AMD)](/topic/$amd) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Oracle Corporation (ORCL)](/topic/$orcl) [Tesla, Inc. (TSLA)](/topic/tesla) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [IonQ, Inc. (IONQ)](/topic/$ionq) [Rigetti Computing, Inc. Common Stock (RGTI)](/topic/$rgti) [Shopify Inc (SHOP)](/topic/$shop) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [Interactive Brokers Group, Inc. (IBKR)](/topic/$ibkr) [Decentral Games ICE (ICE)](/topic/$ice) [Msci Inc (MSCI)](/topic/$msci) [Metadium (META)](/topic/$meta) [Moody's Corporation (MCO)](/topic/$mco) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Novo-Nordisk (NVO)](/topic/$nvo) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Brookfield Corporation (BN)](/topic/$bn) [Galaxy Digital Inc. (GLXY)](/topic/$glxy) [Fiserv, Inc. (FI)](/topic/$fi) [D-Wave Quantum Inc. (QBTS)](/topic/$qbts) [Cream (CRM)](/topic/$crm) [Lemonade, Inc. (LMND)](/topic/$lmnd) [Oscar Health, Inc. (OSCR)](/topic/$oscr) [The Root Network (ROOT)](/topic/$root) [Snowflake, Inc. (SNOW)](/topic/$snow) [Charles Schwab Corporation (SCHW)](/topic/charles-schwab) [RAI Finance (SOFI)](/topic/$sofi) [Bull Market (BULL)](/topic/$bull) [Bitcoin (BTC)](/topic/bitcoin) [CME Group Inc (CME)](/topic/$cme) [Altria Group Inc (MO)](/topic/$mo) [Mastercard, Inc. (MA)](/topic/$ma) [S&P Global Inc (SPGI)](/topic/$spgi) [Texas Pacific Land, Corp. (TPL)](/topic/$tpl) [Verisign, Inc. (VRSN)](/topic/$vrsn) [Applovin Corporation (APP)](/topic/$app) [Blackstone, Inc. (BX)](/topic/$bx) [McDonald's Corp (MCD)](/topic/$mcd) [Fair Isaac, Corp. (FICO)](/topic/$fico) [Microsoft Corp. (MSFT)](/topic/$msft) [Mario Coin (COIN)](/topic/$coin) [MemeCoin (MEME)](/topic/$meme) [Plug Power, Inc. (PLUG)](/topic/$plug) [Applied Blockchain, Inc. Common Stock (APLD)](/topic/$apld) [QuantumScape Corporation (QS)](/topic/$qs) [Bloom Energy Corporation (BE)](/topic/$be)
### Top Social Posts [#](/creator/twitter::42615116/posts)
---
Top posts by engagements in the last XX hours

"@mrknowtalk @spybear180 $CRWV was not down a lot lots of stocks missing"  
[X Link](https://x.com/TheEUInvestor/status/1979145538697150625) [@TheEUInvestor](/creator/x/TheEUInvestor) 2025-10-17T11:20Z 2402 followers, XXX engagements


"When it comes to scaling AI infrastructure: onsite generation or dedicated renewable capacity will be key to keep growth on track. Thats because it takes much longer to clear an interconnection queue than it does to build a new facility. Source: Brookfield $BN Building the Backbone of AI Report - Aug 2025 We are seeing this play out in real-time with $IREN $NBIS $CRWV $SLNH $GLXY"  
[X Link](https://x.com/TheEUInvestor/status/1972622708115661102) [@TheEUInvestor](/creator/x/TheEUInvestor) 2025-09-29T11:21Z 2396 followers, XXX engagements


"$AMD another $2B in revenues for 2026 if we assume $40K per GPU. On top of the $14B I estimated from the OpenAI deal For reference $AMD TTM revenues are currently $30B. More billions to come"  
[X Link](https://x.com/TheEUInvestor/status/1978122107889295636) [@TheEUInvestor](/creator/x/TheEUInvestor) 2025-10-14T15:33Z 2402 followers, XXX engagements


"$NBIS ClickHouse peers Databricks and Snowflake valued at $100B+ and $85B respectively ClickHouse is growing at triple digit ARR closing that value gap FAST"  
[X Link](https://x.com/TheEUInvestor/status/1976372882495459447) [@TheEUInvestor](/creator/x/TheEUInvestor) 2025-10-09T19:43Z 2402 followers, 11.7K engagements


"@WheelieInvestor Another deal for $AMD"  
[X Link](https://x.com/TheEUInvestor/status/1978198788356391013) [@TheEUInvestor](/creator/x/TheEUInvestor) 2025-10-14T20:38Z 2397 followers, 1177 engagements


"@QualityInvest5 Youre joking right Youre not going to sell $AMZN and $GOOGL youre going to sell $FI πŸ˜œπŸ˜‹"  
[X Link](https://x.com/TheEUInvestor/status/1977840002852929943) [@TheEUInvestor](/creator/x/TheEUInvestor) 2025-10-13T20:52Z 2402 followers, 2049 engagements


"$GOOGL CEO Sundar Pichai on quantum at $CRM Dreamforce: Google plans to have a commercially viable quantum computer within a few years I am very optimistic and confident about the realization of quantum computing in XX years. $GOOGL moonshot likely to beat $RGTI $IONQ $QBTS to the punch when it comes to truly scalable commercially viable quantum"  
[X Link](https://x.com/TheEUInvestor/status/1979160151564206380) [@TheEUInvestor](/creator/x/TheEUInvestor) 2025-10-17T12:18Z 2402 followers, XXX engagements


"@JM_Investment0 It does look incredibly undervalued have too much insurance exposure and cant being myself to sell $LMND or $OSCR for $ROOT just yet"  
[X Link](https://x.com/TheEUInvestor/status/1975803219109683407) [@TheEUInvestor](/creator/x/TheEUInvestor) 2025-10-08T05:59Z 2398 followers, XXX engagements


"$NBIS $IREN- Just updated my GPU as-a-service cost benchmarks for Nebius CoreWeave IREN and AWS using their NVIDIA H100 GPU website list prices: πŸ₯‡ IREN at $XXXX per hour πŸ₯ˆ Nebius at $XXXX per hour πŸ₯‰ AWS $AMZN at $XXXX per hour πŸ’© CoreWeave $CRWV at $XXXX per hour See it for yourself belowπŸ‘‡"  
[X Link](https://x.com/TheEUInvestor/status/1976338819843752180) [@TheEUInvestor](/creator/x/TheEUInvestor) 2025-10-09T17:27Z 2402 followers, 1999 engagements


"$NBIS Clickhouse competes with Databricks and Snowflake. It beats them in real-time analytics and demonstrated outperformance in compression capabilities and in its join workload benchmark tests. Databricks is valued at $100B Snowflake $SNOW is valued at $76B Clickhouse was last valued at $6.35B With Clickhouses triple-digit ARR growth the gap will close fast. Bullish for $NBIS who owned XX% at the time of the latest funding round"  
[X Link](https://x.com/TheEUInvestor/status/1972973049936036093) [@TheEUInvestor](/creator/x/TheEUInvestor) 2025-09-30T10:33Z 2396 followers, 14.6K engagements


"Sell $SHOP to double down on $AMZN at these levels"  
[X Link](https://x.com/TheEUInvestor/status/1978912333272400068) [@TheEUInvestor](/creator/x/TheEUInvestor) 2025-10-16T19:54Z 2402 followers, 1676 engagements


"Anthropic is growing fast Uses ClickHouse ➑ bullish $NBIS Uses AWS ➑ bullish $AMZN βž•$AMZN have a nice % stake"  
[X Link](https://x.com/TheEUInvestor/status/1978569800994443583) [@TheEUInvestor](/creator/x/TheEUInvestor) 2025-10-15T21:12Z 2402 followers, 1323 engagements


"$HOOD UI matters to small retail investors it doesnt to the big boysπŸ‘‡ Robinhood 🟒Customer Accounts 26.7M πŸ”΄ Platform AUM $304B πŸ”΄ Average balance $11K Interactive Brokers $IBKR πŸ”΄ Customer Accounts 3.9M 🟒 Platform AUM $665B 🟒 Average balance $170K Charles Schwab $SCHW 🟒 Customers Accounts 45.2M 🟒 Platform AUM $10.8T 🟒 Average balance $239K $SOFI $BULL"  
[X Link](https://x.com/TheEUInvestor/status/1976028026702839873) [@TheEUInvestor](/creator/x/TheEUInvestor) 2025-10-08T20:52Z 2402 followers, 1268 engagements


"$NBIS announced in June that it plans to launch its first major GPU cluster facility in the UK located just outside London early in the fourth quarter The time has come We should expect a positive announcement very soon and a whole set of new UK-based customers for Nebius"  
[X Link](https://x.com/TheEUInvestor/status/1977047260359016818) [@TheEUInvestor](/creator/x/TheEUInvestor) 2025-10-11T16:22Z 2395 followers, 31.6K engagements


"$NBIS and $IREN data centres have best-in-class Power Usage Effectiveness (PUE) of XXXX but theres one company that beats them with an incredible PUE of XXXX Enter Soluna Holdings $SLNH a $105M market cap company focused on sustainable computing for AI and Bitcoin Could this be the next big winner in this space Let me know why or why notπŸ‘‡"  
[X Link](https://x.com/TheEUInvestor/status/1974195371560562786) [@TheEUInvestor](/creator/x/TheEUInvestor) 2025-10-03T19:30Z 2402 followers, 32K engagements


"$NBIS - Just did a quick benchmark of Nebius CoreWeave and AWS using their NVIDIA H200 GPU website list prices. Spoiler alert 🚨 Nebius is the WINNER: πŸ₯‡Nebius at $XXXX per hour πŸ₯ˆAWS $AMZN at $XXXX per hour πŸ₯‰CoreWeave $CRWV at $XXXX per hour See it for yourself belowπŸ‘‡"  
[X Link](https://x.com/TheEUInvestor/status/1973660601009447052) [@TheEUInvestor](/creator/x/TheEUInvestor) 2025-10-02T08:05Z 2402 followers, 67K engagements


"20 HIGHLY profitable stocks with operating margins above 40%: X. $IBKR ➑ XX% X. $TPL ➑ XX% X. $VRSN ➑ XX% X. $V ➑ XX% X. $CME ➑ XX% X. $MO ➑ XX% X. $MA ➑ XX% X. $NVDA ➑ XX% X. $APP ➑ XX% XX. $BX ➑ XX% XX. $MSCI ➑ XX% XX. $MCD ➑ XX% XX. $FICO ➑ XX% XX. $MSFT ➑ XX% XX. $META ➑ XX% XX. $HOOD ➑ XX% XX. $MCO ➑ XX% XX. $ICE ➑ XX% XX. $COIN ➑ XX% XX. $SPGI ➑ XX% Which of these do you own and which are you looking to buy Let me know πŸ‘‡"  
[X Link](https://x.com/TheEUInvestor/status/1964392838701166890) [@TheEUInvestor](/creator/x/TheEUInvestor) 2025-09-06T18:18Z 2402 followers, 20.9K engagements


"@NeuralCadence Will stand shoulder to shoulder with Databricks and Snowflake"  
[X Link](https://x.com/TheEUInvestor/status/1979291250722509040) [@TheEUInvestor](/creator/x/TheEUInvestor) 2025-10-17T20:59Z 2402 followers, XX engagements


"@AustinH26415112 @QualityInvest5 Been through the XX% declines with $SHOP already and added more when it did. I also shouldve added that Im looking to rationalize the number of positions and I have quite a bit of exposure to e-commerce through different names. $SHOP is super high quality indeed"  
[X Link](https://x.com/TheEUInvestor/status/1979062327124042011) [@TheEUInvestor](/creator/x/TheEUInvestor) 2025-10-17T05:50Z 2401 followers, XX engagements


"@QCompounding Constellation Software $CSU.TO"  
[X Link](https://x.com/TheEUInvestor/status/1973630785874960609) [@TheEUInvestor](/creator/x/TheEUInvestor) 2025-10-02T06:07Z 2397 followers, XXX engagements


"@seafullofsharks ClickHouse has the potential to grow closer to the valuations of Databricks and Snowflake"  
[X Link](https://x.com/TheEUInvestor/status/1976322879928312253) [@TheEUInvestor](/creator/x/TheEUInvestor) 2025-10-09T16:24Z 2396 followers, XX engagements


"$MEME is back after being closed down in 2023. Its launch in 2021 coincided with the market top at the time Comes with a XXXX% expense ratio"  
[X Link](https://x.com/TheEUInvestor/status/1976041208855265316) [@TheEUInvestor](/creator/x/TheEUInvestor) 2025-10-08T21:45Z 2401 followers, 2076 engagements


"@hypergrowth102 So many people sold after the $NVO incident. Glad I didnt"  
[X Link](https://x.com/TheEUInvestor/status/1978505331912188002) [@TheEUInvestor](/creator/x/TheEUInvestor) 2025-10-15T16:56Z 2396 followers, XXX engagements


"$HIMS Glad I added in the aftermath of the $NVO fallout its almost at ATH Hers is likely to overtake Hims in the next couple of years"  
[X Link](https://x.com/TheEUInvestor/status/1978551645551124667) [@TheEUInvestor](/creator/x/TheEUInvestor) 2025-10-15T20:00Z 2397 followers, 1384 engagements


"@GrowthThesis Any reason for $AAL"  
[X Link](https://x.com/TheEUInvestor/status/1976042641998610852) [@TheEUInvestor](/creator/x/TheEUInvestor) 2025-10-08T21:50Z 2395 followers, XX engagements


"@danielnewmanUV Generates revenue from Salesforce tickets to sell Salesforce the ultimate flywheel"  
[X Link](https://x.com/TheEUInvestor/status/1978505012482277534) [@TheEUInvestor](/creator/x/TheEUInvestor) 2025-10-15T16:55Z 2395 followers, XXX engagements


"LVMH $MC up πŸ“ˆ +13% due to Q3 return to growth in the US and China"  
[X Link](https://x.com/TheEUInvestor/status/1978378669581021391) [@TheEUInvestor](/creator/x/TheEUInvestor) 2025-10-15T08:33Z 2402 followers, XXX engagements


"AI infrastructure stocks DOWN substantially AH: πŸ“‰ $SLNH -XX% πŸ“‰ $CIFR -X% πŸ“‰ $HUT -X% πŸ“‰ $NBIS -X% πŸ“‰ $IREN -XXX% An opportunity to buy the dip once the markets open"  
[X Link](https://x.com/TheEUInvestor/status/1979128041545617694) [@TheEUInvestor](/creator/x/TheEUInvestor) 2025-10-17T10:11Z 2402 followers, XXX engagements


"@QualityInvest5 Considering selling my $NOW for it but afraid Ill live to regret it for a long time like my ex $META $ORCL"  
[X Link](https://x.com/TheEUInvestor/status/1975647267034980753) [@TheEUInvestor](/creator/x/TheEUInvestor) 2025-10-07T19:39Z 2395 followers, 1067 engagements


"$NVDA advertising on $UBER now not sure I get the ROI. Maybe a marketing ramp up because $AMD has been taking all the attention recently πŸ˜†"  
[X Link](https://x.com/TheEUInvestor/status/1978847054190317862) [@TheEUInvestor](/creator/x/TheEUInvestor) 2025-10-16T15:34Z 2402 followers, 1193 engagements


"@SayNoToTrading SPGI is about the Credit Rating business and the Index Business. The data business doesnt have the same moat the only Credible alternatives are $MCO $MSCI and potentially financial market infrastructure stocks like $ICE"  
[X Link](https://x.com/TheEUInvestor/status/1975586440856649804) [@TheEUInvestor](/creator/x/TheEUInvestor) 2025-10-07T15:38Z 2402 followers, XXX engagements


"$UBER πŸ“‰-3.85% on the news Waymo will be partnering with Avis Budget Group $CAR when it launches in Dallas. πŸš• Avis will manage the fleet and riders will book through the Waymo app. This officially marks a shift from Waymos $UBER-only partnership approach. πŸ”΄As an $UBER shareholder Im not happy. The thesis is less clear now for the U.S. There will be a lot of fragmentation. 🟒As a $GOOGL shareholder happy to see Waymo scale to yet another big city and staying ahead of the competition"  
[X Link](https://x.com/TheEUInvestor/status/1950298254224347555) [@TheEUInvestor](/creator/x/TheEUInvestor) 2025-07-29T20:51Z 2400 followers, 2034 engagements


"@mrknowtalk @spybear180 Less clear AI/HPC roadmap but must admit I dont know enough about them. I just included stocks I own or are on my watchlist"  
[X Link](https://x.com/TheEUInvestor/status/1979146542272368865) [@TheEUInvestor](/creator/x/TheEUInvestor) 2025-10-17T11:24Z 2402 followers, XX engagements


"@Ashton_1nvests Especially in a volatile market"  
[X Link](https://x.com/TheEUInvestor/status/1977500112990445839) [@TheEUInvestor](/creator/x/TheEUInvestor) 2025-10-12T22:22Z 2394 followers, XXX engagements


"@QualityInvest5 Widest moat indeed Double Moat: Credit Rating Business + Index Business X birds in one stone"  
[X Link](https://x.com/TheEUInvestor/status/1978130807324545210) [@TheEUInvestor](/creator/x/TheEUInvestor) 2025-10-14T16:08Z 2402 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.]

@TheEUInvestor Avatar @TheEUInvestor The European Investor

The European Investor posts on X about $nbis, stocks, $amzn, $crwv the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.

Engagements: XXXXX #

Engagements Line Chart

  • X Week XXXXXX -XX%
  • X Month XXXXXXX +40%

Mentions: XX #

Mentions Line Chart

  • X Week XX -XX%
  • X Month XXX +47%

Followers: XXXXX #

Followers Line Chart

  • X Week XXXXX +3%
  • X Month XXXXX +22%

CreatorRank: XXXXXXX #

CreatorRank Line Chart

Social Influence #


Social category influence finance XXXX% stocks XXX% technology brands XXXX% cryptocurrencies XXXX% automotive brands XXXX% travel destinations XXXX% exchanges XXXX% countries XXXX%

Social topic influence $nbis #67, stocks #4714, $amzn #130, $crwv #162, infrastructure #1025, $iren #158, gpu #872, databricks #101, snowflake #363, $slnh #23

Top accounts mentioned or mentioned by @longoption @yodastockinvest @qualityinvest5 @tacticzh @mmoney642 @stocksalute @alexis04613 @dissectmarkets @bjmtweets @hollertotide @jakebrowatzke @wealthmatica @elneneloco813 @joecarlsonshow @couchinvestor @cedarreseach @investseekers @danielisdizzy @finchatio @dividenddudex

Top assets mentioned Nebius Group N.V. Class A Ordinary Shares (NBIS) Amazon.com, Inc. (AMZN) CoreWeave, Inc. (CRWV) IREN Limited (IREN) Advanced Micro Devices (AMD) NVIDIA Corp. (NVDA) Oracle Corporation (ORCL) Tesla, Inc. (TSLA) Alphabet Inc Class A (GOOGL) IonQ, Inc. (IONQ) Rigetti Computing, Inc. Common Stock (RGTI) Shopify Inc (SHOP) Robinhood Markets, Inc. (HOOD) Interactive Brokers Group, Inc. (IBKR) Decentral Games ICE (ICE) Msci Inc (MSCI) Metadium (META) Moody's Corporation (MCO) Hims & Hers Health, Inc. (HIMS) Novo-Nordisk (NVO) Uber Technologies, Inc. (UBER) Brookfield Corporation (BN) Galaxy Digital Inc. (GLXY) Fiserv, Inc. (FI) D-Wave Quantum Inc. (QBTS) Cream (CRM) Lemonade, Inc. (LMND) Oscar Health, Inc. (OSCR) The Root Network (ROOT) Snowflake, Inc. (SNOW) Charles Schwab Corporation (SCHW) RAI Finance (SOFI) Bull Market (BULL) Bitcoin (BTC) CME Group Inc (CME) Altria Group Inc (MO) Mastercard, Inc. (MA) S&P Global Inc (SPGI) Texas Pacific Land, Corp. (TPL) Verisign, Inc. (VRSN) Applovin Corporation (APP) Blackstone, Inc. (BX) McDonald's Corp (MCD) Fair Isaac, Corp. (FICO) Microsoft Corp. (MSFT) Mario Coin (COIN) MemeCoin (MEME) Plug Power, Inc. (PLUG) Applied Blockchain, Inc. Common Stock (APLD) QuantumScape Corporation (QS) Bloom Energy Corporation (BE)

Top Social Posts #


Top posts by engagements in the last XX hours

"@mrknowtalk @spybear180 $CRWV was not down a lot lots of stocks missing"
X Link @TheEUInvestor 2025-10-17T11:20Z 2402 followers, XXX engagements

"When it comes to scaling AI infrastructure: onsite generation or dedicated renewable capacity will be key to keep growth on track. Thats because it takes much longer to clear an interconnection queue than it does to build a new facility. Source: Brookfield $BN Building the Backbone of AI Report - Aug 2025 We are seeing this play out in real-time with $IREN $NBIS $CRWV $SLNH $GLXY"
X Link @TheEUInvestor 2025-09-29T11:21Z 2396 followers, XXX engagements

"$AMD another $2B in revenues for 2026 if we assume $40K per GPU. On top of the $14B I estimated from the OpenAI deal For reference $AMD TTM revenues are currently $30B. More billions to come"
X Link @TheEUInvestor 2025-10-14T15:33Z 2402 followers, XXX engagements

"$NBIS ClickHouse peers Databricks and Snowflake valued at $100B+ and $85B respectively ClickHouse is growing at triple digit ARR closing that value gap FAST"
X Link @TheEUInvestor 2025-10-09T19:43Z 2402 followers, 11.7K engagements

"@WheelieInvestor Another deal for $AMD"
X Link @TheEUInvestor 2025-10-14T20:38Z 2397 followers, 1177 engagements

"@QualityInvest5 Youre joking right Youre not going to sell $AMZN and $GOOGL youre going to sell $FI πŸ˜œπŸ˜‹"
X Link @TheEUInvestor 2025-10-13T20:52Z 2402 followers, 2049 engagements

"$GOOGL CEO Sundar Pichai on quantum at $CRM Dreamforce: Google plans to have a commercially viable quantum computer within a few years I am very optimistic and confident about the realization of quantum computing in XX years. $GOOGL moonshot likely to beat $RGTI $IONQ $QBTS to the punch when it comes to truly scalable commercially viable quantum"
X Link @TheEUInvestor 2025-10-17T12:18Z 2402 followers, XXX engagements

"@JM_Investment0 It does look incredibly undervalued have too much insurance exposure and cant being myself to sell $LMND or $OSCR for $ROOT just yet"
X Link @TheEUInvestor 2025-10-08T05:59Z 2398 followers, XXX engagements

"$NBIS $IREN- Just updated my GPU as-a-service cost benchmarks for Nebius CoreWeave IREN and AWS using their NVIDIA H100 GPU website list prices: πŸ₯‡ IREN at $XXXX per hour πŸ₯ˆ Nebius at $XXXX per hour πŸ₯‰ AWS $AMZN at $XXXX per hour πŸ’© CoreWeave $CRWV at $XXXX per hour See it for yourself belowπŸ‘‡"
X Link @TheEUInvestor 2025-10-09T17:27Z 2402 followers, 1999 engagements

"$NBIS Clickhouse competes with Databricks and Snowflake. It beats them in real-time analytics and demonstrated outperformance in compression capabilities and in its join workload benchmark tests. Databricks is valued at $100B Snowflake $SNOW is valued at $76B Clickhouse was last valued at $6.35B With Clickhouses triple-digit ARR growth the gap will close fast. Bullish for $NBIS who owned XX% at the time of the latest funding round"
X Link @TheEUInvestor 2025-09-30T10:33Z 2396 followers, 14.6K engagements

"Sell $SHOP to double down on $AMZN at these levels"
X Link @TheEUInvestor 2025-10-16T19:54Z 2402 followers, 1676 engagements

"Anthropic is growing fast Uses ClickHouse ➑ bullish $NBIS Uses AWS ➑ bullish $AMZN βž•$AMZN have a nice % stake"
X Link @TheEUInvestor 2025-10-15T21:12Z 2402 followers, 1323 engagements

"$HOOD UI matters to small retail investors it doesnt to the big boysπŸ‘‡ Robinhood 🟒Customer Accounts 26.7M πŸ”΄ Platform AUM $304B πŸ”΄ Average balance $11K Interactive Brokers $IBKR πŸ”΄ Customer Accounts 3.9M 🟒 Platform AUM $665B 🟒 Average balance $170K Charles Schwab $SCHW 🟒 Customers Accounts 45.2M 🟒 Platform AUM $10.8T 🟒 Average balance $239K $SOFI $BULL"
X Link @TheEUInvestor 2025-10-08T20:52Z 2402 followers, 1268 engagements

"$NBIS announced in June that it plans to launch its first major GPU cluster facility in the UK located just outside London early in the fourth quarter The time has come We should expect a positive announcement very soon and a whole set of new UK-based customers for Nebius"
X Link @TheEUInvestor 2025-10-11T16:22Z 2395 followers, 31.6K engagements

"$NBIS and $IREN data centres have best-in-class Power Usage Effectiveness (PUE) of XXXX but theres one company that beats them with an incredible PUE of XXXX Enter Soluna Holdings $SLNH a $105M market cap company focused on sustainable computing for AI and Bitcoin Could this be the next big winner in this space Let me know why or why notπŸ‘‡"
X Link @TheEUInvestor 2025-10-03T19:30Z 2402 followers, 32K engagements

"$NBIS - Just did a quick benchmark of Nebius CoreWeave and AWS using their NVIDIA H200 GPU website list prices. Spoiler alert 🚨 Nebius is the WINNER: πŸ₯‡Nebius at $XXXX per hour πŸ₯ˆAWS $AMZN at $XXXX per hour πŸ₯‰CoreWeave $CRWV at $XXXX per hour See it for yourself belowπŸ‘‡"
X Link @TheEUInvestor 2025-10-02T08:05Z 2402 followers, 67K engagements

"20 HIGHLY profitable stocks with operating margins above 40%: X. $IBKR ➑ XX% X. $TPL ➑ XX% X. $VRSN ➑ XX% X. $V ➑ XX% X. $CME ➑ XX% X. $MO ➑ XX% X. $MA ➑ XX% X. $NVDA ➑ XX% X. $APP ➑ XX% XX. $BX ➑ XX% XX. $MSCI ➑ XX% XX. $MCD ➑ XX% XX. $FICO ➑ XX% XX. $MSFT ➑ XX% XX. $META ➑ XX% XX. $HOOD ➑ XX% XX. $MCO ➑ XX% XX. $ICE ➑ XX% XX. $COIN ➑ XX% XX. $SPGI ➑ XX% Which of these do you own and which are you looking to buy Let me know πŸ‘‡"
X Link @TheEUInvestor 2025-09-06T18:18Z 2402 followers, 20.9K engagements

"@NeuralCadence Will stand shoulder to shoulder with Databricks and Snowflake"
X Link @TheEUInvestor 2025-10-17T20:59Z 2402 followers, XX engagements

"@AustinH26415112 @QualityInvest5 Been through the XX% declines with $SHOP already and added more when it did. I also shouldve added that Im looking to rationalize the number of positions and I have quite a bit of exposure to e-commerce through different names. $SHOP is super high quality indeed"
X Link @TheEUInvestor 2025-10-17T05:50Z 2401 followers, XX engagements

"@QCompounding Constellation Software $CSU.TO"
X Link @TheEUInvestor 2025-10-02T06:07Z 2397 followers, XXX engagements

"@seafullofsharks ClickHouse has the potential to grow closer to the valuations of Databricks and Snowflake"
X Link @TheEUInvestor 2025-10-09T16:24Z 2396 followers, XX engagements

"$MEME is back after being closed down in 2023. Its launch in 2021 coincided with the market top at the time Comes with a XXXX% expense ratio"
X Link @TheEUInvestor 2025-10-08T21:45Z 2401 followers, 2076 engagements

"@hypergrowth102 So many people sold after the $NVO incident. Glad I didnt"
X Link @TheEUInvestor 2025-10-15T16:56Z 2396 followers, XXX engagements

"$HIMS Glad I added in the aftermath of the $NVO fallout its almost at ATH Hers is likely to overtake Hims in the next couple of years"
X Link @TheEUInvestor 2025-10-15T20:00Z 2397 followers, 1384 engagements

"@GrowthThesis Any reason for $AAL"
X Link @TheEUInvestor 2025-10-08T21:50Z 2395 followers, XX engagements

"@danielnewmanUV Generates revenue from Salesforce tickets to sell Salesforce the ultimate flywheel"
X Link @TheEUInvestor 2025-10-15T16:55Z 2395 followers, XXX engagements

"LVMH $MC up πŸ“ˆ +13% due to Q3 return to growth in the US and China"
X Link @TheEUInvestor 2025-10-15T08:33Z 2402 followers, XXX engagements

"AI infrastructure stocks DOWN substantially AH: πŸ“‰ $SLNH -XX% πŸ“‰ $CIFR -X% πŸ“‰ $HUT -X% πŸ“‰ $NBIS -X% πŸ“‰ $IREN -XXX% An opportunity to buy the dip once the markets open"
X Link @TheEUInvestor 2025-10-17T10:11Z 2402 followers, XXX engagements

"@QualityInvest5 Considering selling my $NOW for it but afraid Ill live to regret it for a long time like my ex $META $ORCL"
X Link @TheEUInvestor 2025-10-07T19:39Z 2395 followers, 1067 engagements

"$NVDA advertising on $UBER now not sure I get the ROI. Maybe a marketing ramp up because $AMD has been taking all the attention recently πŸ˜†"
X Link @TheEUInvestor 2025-10-16T15:34Z 2402 followers, 1193 engagements

"@SayNoToTrading SPGI is about the Credit Rating business and the Index Business. The data business doesnt have the same moat the only Credible alternatives are $MCO $MSCI and potentially financial market infrastructure stocks like $ICE"
X Link @TheEUInvestor 2025-10-07T15:38Z 2402 followers, XXX engagements

"$UBER πŸ“‰-3.85% on the news Waymo will be partnering with Avis Budget Group $CAR when it launches in Dallas. πŸš• Avis will manage the fleet and riders will book through the Waymo app. This officially marks a shift from Waymos $UBER-only partnership approach. πŸ”΄As an $UBER shareholder Im not happy. The thesis is less clear now for the U.S. There will be a lot of fragmentation. 🟒As a $GOOGL shareholder happy to see Waymo scale to yet another big city and staying ahead of the competition"
X Link @TheEUInvestor 2025-07-29T20:51Z 2400 followers, 2034 engagements

"@mrknowtalk @spybear180 Less clear AI/HPC roadmap but must admit I dont know enough about them. I just included stocks I own or are on my watchlist"
X Link @TheEUInvestor 2025-10-17T11:24Z 2402 followers, XX engagements

"@Ashton_1nvests Especially in a volatile market"
X Link @TheEUInvestor 2025-10-12T22:22Z 2394 followers, XXX engagements

"@QualityInvest5 Widest moat indeed Double Moat: Credit Rating Business + Index Business X birds in one stone"
X Link @TheEUInvestor 2025-10-14T16:08Z 2402 followers, XXX engagements

creator/x::TheEUInvestor
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