# ![@absface Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1880921298.png) @absface Edgren

Edgren posts on X about $tigo, cash flow, flow, clickhouse the most. They currently have [---] followers and [--] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1880921298/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1880921298/c:line/m:interactions.svg)

- [--] Month [-----] -59%
- [--] Months [------] +107%
- [--] Year [------] +446%

### Mentions: [--] [#](/creator/twitter::1880921298/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1880921298/c:line/m:posts_active.svg)

- [--] Months [--] +38%
- [--] Year [--] +429%

### Followers: [---] [#](/creator/twitter::1880921298/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1880921298/c:line/m:followers.svg)

- [--] Month [---] +2.30%
- [--] Months [---] +45%
- [--] Year [---] +96%

### CreatorRank: [---------] [#](/creator/twitter::1880921298/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1880921298/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  [stocks](/list/stocks)  [technology brands](/list/technology-brands)  [currencies](/list/currencies)  [countries](/list/countries) 

**Social topic influence**
[$tigo](/topic/$tigo), [cash flow](/topic/cash-flow) #631, [flow](/topic/flow), [clickhouse](/topic/clickhouse) #25, [ipo](/topic/ipo) #645, [det](/topic/det), [kan](/topic/kan), [balance sheet](/topic/balance-sheet), [microsoft](/topic/microsoft), [imo](/topic/imo)

**Top accounts mentioned or mentioned by**
[@mbhogan](/creator/undefined) [@paracapital](/creator/undefined) [@cwbresearch](/creator/undefined) [@leonardo1452](/creator/undefined) [@mvcinvesting](/creator/undefined) [@toptechstocksus](/creator/undefined) [@gilmourkh](/creator/undefined) [@investingvisual](/creator/undefined) [@rakapital](/creator/undefined) [@gurgavin](/creator/undefined) [@investormexican](/creator/undefined) [@ibinvestorx](/creator/undefined) [@millicom](/creator/undefined) [@stckpkr7000](/creator/undefined) [@rootlogicblog](/creator/undefined) [@jefke00](/creator/undefined) [@investeraren](/creator/undefined) [@andreitudor14](/creator/undefined) [@semianalysis](/creator/undefined) [@itsalasdairmann](/creator/undefined)

**Top assets mentioned**
[Millicom International Cellular S.A. Common Stock (TIGO)](/topic/$tigo) [Microsoft Corp. (MSFT)](/topic/microsoft) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Uber Technologies, Inc. (UBER)](/topic/$uber) [ARMOUR Residential REIT, Inc. (ARR)](/topic/$arr)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@gurgavin Why is the hand zooming on reddit Also why is the hand using the boomer zoom technique"  
[X Link](https://x.com/absface/status/1729405030929739906)  2023-11-28T07:41Z [--] followers, [--] engagements


"$CARA EG Norge AS contemplates launching a voluntary cash offer to acquire all outstanding shares of Carasent ASA ("Carasent" or the "Company) at a price of NOK [--] per share (the "Offer"). The Offer represents a premium of (i) 81.8% to closing price the last trading day"  
[X Link](https://x.com/absface/status/1784832736764600330)  2024-04-29T06:30Z [--] followers, [----] engagements


"@gilmourkh How do you think surplus cash likely will be used and where would you like to see it for maximum shareholder value"  
[X Link](https://x.com/absface/status/1826632141159149853)  2024-08-22T14:46Z [---] followers, [---] engagements


"@InvestorMexican Maybe it can be a good long term play but there are a lot of buts 😄"  
[X Link](https://x.com/absface/status/1831734686072123453)  2024-09-05T16:42Z [---] followers, [--] engagements


"@ibinvestorX Inflationen r p 193% i Argentina vet inte om jag skulle kalla det under kontroll 😅"  
[X Link](https://x.com/absface/status/1858174546525790551)  2024-11-17T15:45Z [---] followers, [--] engagements


"322/700 musd done im H1 [----]. [---] musd to go in H2 [----] 😎 $tigo 4) Det finns d inget kapitalbehov fr M&A och allt kassaflde kan egentligen terg till aktiegarna. Vilket borde bli runt [---] musd H2 [----] och [---] musd fr [----]. Om allt klaffar finns det drygt [--] miljard usd att terkpa fr eller dela ut. Under [----] Och [----] Och [----]. 4) Det finns d inget kapitalbehov fr M&A och allt kassaflde kan egentligen terg till aktiegarna. Vilket borde bli runt [---] musd H2 [----] och [---] musd fr [----]. Om allt klaffar finns det drygt [--] miljard usd att terkpa fr eller dela ut. Under [----] Och [----] Och 2027"  
[X Link](https://x.com/absface/status/1862541299296899189)  2024-11-29T16:57Z [---] followers, [----] engagements


"The only question now is. how will the big finale play out $tigo This saga has been a lollapalooza of different interesting aspects; fundamental technical credit event biographical corporate law and industry dynamics -- all captured magnificently in this article. The peak from a risk/reward perspective may turn out to be mid-March. This saga has been a lollapalooza of different interesting aspects; fundamental technical credit event biographical corporate law and industry dynamics -- all captured magnificently in this article. The peak from a risk/reward perspective may turn out to be"  
[X Link](https://x.com/absface/status/1870020306888167763)  2024-12-20T08:15Z [---] followers, [---] engagements


"@leonardo_1452_ @gilmourkh Man's best friend is definately either a dog or $tigo"  
[X Link](https://x.com/absface/status/1879410871971279238)  2025-01-15T06:10Z [---] followers, [---] engagements


"$tigo buybacks doing the lords work rn"  
[X Link](https://x.com/absface/status/1899180289282257243)  2025-03-10T19:27Z [---] followers, [---] engagements


"One step for towards a more (very much more) profitable Colombia. One more remains transaction remain and the rest will be down to execution. Would be nice to have great owner operators for the coming years. oh wait $tigo PRESS RELEASE: @Millicom #Tigo and Telefonica sign definitive sale-purchase agreement in Colombia More info: https://t.co/Ee3T2uAixr https://t.co/trmVcmPAqo PRESS RELEASE: @Millicom #Tigo and Telefonica sign definitive sale-purchase agreement in Colombia More info: https://t.co/Ee3T2uAixr https://t.co/trmVcmPAqo"  
[X Link](https://x.com/absface/status/1900085245027713081)  2025-03-13T07:23Z [---] followers, [---] engagements


"@mvcinvesting @mvcinvesting you should add a section on their treasury shares on their balance sheet no 126m shares at cost for [--] dollar per share which they could realise for an additional [--] busd at above [--] dollars per share. It would mean dilution but also realizing 2b dollars"  
[X Link](https://x.com/absface/status/1910315125111661055)  2025-04-10T12:53Z [---] followers, [---] engagements


"@CWB_Research Most likely would surely be to reissue treasury shares or new debt if its cheap enough. If there is a big beat in q1 they would be wise to do both There are 126m shares booked at an at-cost of [--] dollars on the balance sheet"  
[X Link](https://x.com/absface/status/1919713495488057414)  2025-05-06T11:18Z [---] followers, [--] engagements


"@CWB_Research Seems likely they have pretty bad internal control also adressed in the 20-F. could be where the problem lies. Or maybe "fleet" and "GPU count" are two different measures. Agree this is potentially concerning"  
[X Link](https://x.com/absface/status/1921239023340659112)  2025-05-10T16:20Z [---] followers, [---] engagements


"@InvestingVisual $nbis is trading at [--] EV/sales right now EV [---] busd [----] revenue was [----] musd"  
[X Link](https://x.com/absface/status/1924479874481213942)  2025-05-19T14:58Z [---] followers, [---] engagements


"@stckpkr7000 @InvestingVisual You cant use forward sales like that without subtracting capex thats required for said forward sales. I also would advise to value all subsidiaries to [--] except toloka and clickhouse to be at least slightly conservative"  
[X Link](https://x.com/absface/status/1924486267623915834)  2025-05-19T15:24Z [---] followers, [--] engagements


"Millicom to be included in Russel3000. New indexes rebalance on june [--]. Doesn't seem to be any info on Russel2000 or [----] $tigo https://www.lseg.com/en/ftse-russell/russell-reconstitution https://www.lseg.com/en/ftse-russell/russell-reconstitution"  
[X Link](https://x.com/absface/status/1926190876310548715)  2025-05-24T08:17Z [---] followers, 16K engagements


"Today is the day the russel indices rebalance. Keep an eye on $tigo trading at the call. Not sure if there will be a large trading spike or if the stock have already been adjusted. But there should be increased volume and perhaps price action"  
[X Link](https://x.com/absface/status/1938606691039457422)  2025-06-27T14:33Z [---] followers, [---] engagements


"5.4m stocks traded at the call and here comes the breaking news it is indeed Russel 1000"  
[X Link](https://x.com/absface/status/1939051418146808153)  2025-06-28T20:00Z [---] followers, [----] engagements


"Liquidity will likely be elavated for months to come as different active funds shadow indexes or take advantage of higher liquidity or even just gain notice of new additions"  
[X Link](https://x.com/absface/status/1939052520438988837)  2025-06-28T20:05Z [---] followers, [----] engagements


"Probably won't do miracles but then again Xavier Niel already pulled a miracle during [----] and this is at least a net benefit for Millicom shareholders. Sangre mf $tigo"  
[X Link](https://x.com/absface/status/1939052808642162961)  2025-06-28T20:06Z [---] followers, [---] engagements


"for around [--] quarters after it bottomed before Xavier Niel entered. Until now that is Sitting at a whopping 5.4x ev/ebitda before Q2 drops these ebitdas seem more attractive to people"  
[X Link](https://x.com/absface/status/1948283475221463239)  2025-07-24T07:25Z [---] followers, [---] engagements


"The transformstive year of [----] showed an impressive ebitda growth of 16.5%. But as we all know the real story here has been the free cash flow improvement from [--] in [----] to [---] musd in [----] (and onwards)"  
[X Link](https://x.com/absface/status/1948284796406218915)  2025-07-24T07:31Z [---] followers, [--] engagements


"@rootlogicblog How do they break cuda dominance To my understanding its hard to even use amd chips for inference on models written in cuda"  
[X Link](https://x.com/absface/status/1949767855018254474)  2025-07-28T09:44Z [---] followers, [--] engagements


"One month after Millicoms inclusion in the russel [----] the liquidity has increased by roughly 80% comlaring the [--] trading days after and before with an average of 654k stocks before and [--] 172k stocks after the inclusion day. This came with an 18% appriciation in the stock Liquidity will likely be elavated for months to come as different active funds shadow indexes or take advantage of higher liquidity or even just gain notice of new additions. Liquidity will likely be elavated for months to come as different active funds shadow indexes or take advantage of higher liquidity or even just gain"  
[X Link](https://x.com/absface/status/1948281142970401201)  2025-07-24T07:16Z [---] followers, [----] engagements


"@mvcinvesting Tha lack of information in this pm is. disappointing. I wonder of Uber forced nebius to invest aswell When PMs dont involve valuation its probably because it was lower than expected :P I guess its good nebius got to "defend" its stake if valuation is on the low side"  
[X Link](https://x.com/absface/status/1980959536610447642)  2025-10-22T11:28Z [---] followers, [----] engagements


"@mvcinvesting What can you gauge on data usage specifically the data clickhouse delibers when revenue is growing Anything specific"  
[X Link](https://x.com/absface/status/1985722414211252306)  2025-11-04T14:54Z [---] followers, [---] engagements


"It seems unlikely $tigo gets a "clean" quarter until [----] as the one-offs keep one-offing. The guidance of [---] musd fcf in [----] includes so much at this point that it's quite amazing that it still stands. As suspected many special items this quarter even if the exact shape was unknown beforehand. DOJ settlement provision in Q3 which will hit cash flow "shortly". Nicaragua settlement. 2/3 of the Costa Rica settlement this year Ecuador spectrum next year $TIGO As suspected many special items this quarter even if the exact shape was unknown beforehand. DOJ settlement provision in Q3 which will"  
[X Link](https://x.com/absface/status/1986905532955787487)  2025-11-07T21:16Z [---] followers, 18K engagements


"All in all this is likely leaving dreams of [--] busd free cash flow out of [----]. HOWEVER"  
[X Link](https://x.com/absface/status/1986905728792056000)  2025-11-07T21:16Z [---] followers, [---] engagements


"As Ecuador Uruguay and Colombia gets consolidated in the sangre tigo lifestyle and the french do what the french do perhaps margins creep north of 45%. Not wildly optimistic as more than half their markets are now above 50% ebitda margins and only two are below 45%"  
[X Link](https://x.com/absface/status/1986905843493970299)  2025-11-07T21:17Z [---] followers, [---] engagements


"That would put Millicoms ebitda and fcf for [----] at [--] busd (up from [--] busd) and [--] busd fcf. During the call today Bart also roughly guided that leverage after all the M&A would be north of 2.5x but that cash flow will likely bring it down fast likely by the end of 2026"  
[X Link](https://x.com/absface/status/1986906021256962144)  2025-11-07T21:18Z [---] followers, [---] engagements


"This leaves us with the dream of a clean [----] where there is [--] busd ($6.5 divi) to be delivered to shareholders. But hold on there is more. This is assuming [--] growth. As @leonardo_1452_ recently blogged about the financial leverage can really polish a low growth business"  
[X Link](https://x.com/absface/status/1986906208289087546)  2025-11-07T21:18Z [---] followers, [---] engagements


"@leonardo_1452_ or increasing dividends with 20% ($78 dividend). Slap whatever multiple you want on that"  
[X Link](https://x.com/absface/status/1986906368394104908)  2025-11-07T21:19Z [---] followers, [---] engagements


"@leonardo_1452_ But again all this is ironically a pointless exercise as the market (and us Millicom investors) likely underestimate when operating leverage financial leverage and Xavier Niel are all pulling in the same direction"  
[X Link](https://x.com/absface/status/1986906400166220256)  2025-11-07T21:19Z [---] followers, [---] engagements


"@jefke00 Yeah the DOJ is apparantly no joke who knew. $118m may come down but that's a sizable chunk of q4 cash flow"  
[X Link](https://x.com/absface/status/1986909762382864597)  2025-11-07T21:32Z [---] followers, [---] engagements


"@Investeraren 1:an hade vldigt mycket heroes of might and magic vibes"  
[X Link](https://x.com/absface/status/1987531439470957002)  2025-11-09T14:43Z [---] followers, [---] engagements


"In addition to the recent Microsoft contract they also announced Meta as a new customer with a $3B contract over [--] years. Noteworthy is that the contract amount was limited due to capacity constraints"  
[X Link](https://x.com/absface/status/1988230958030745621)  2025-11-11T13:02Z [---] followers, [--] engagements


"This growth required further financing than the $4.9 B gross cash on the balance sheet including $1.1B financing from $UBER investment in Avride. Nebius also plans to raise money at the market for [--] million shares representing further 10% dilution"  
[X Link](https://x.com/absface/status/1988231036984324519)  2025-11-11T13:03Z [---] followers, [--] engagements


"@andreitudor14 @SemiAnalysis_ Nebius ebit guidance was definately including higher margin software revenue. They for sure wont have 40% ebit margins on their bare metal. But then again they are priced lower than comps"  
[X Link](https://x.com/absface/status/1992232801744384245)  2025-11-22T14:04Z [---] followers, [---] engagements


"@itsalasdairmann @marcboroditsky @daniel_koss I wonder if there is a weakness in the long term enterprise offering with only having open source models. Companies like cursor seem like a netflix type aws customer where Nebius can grow alongside but I dont see pfizer using anything other than frontier models. Any thoughts"  
[X Link](https://x.com/absface/status/1993326621676196105)  2025-11-25T14:31Z [---] followers, [--] engagements


"This is my quant Joe Rogan: "Jesus was born out of a virgin mother. What's more virgin than a computer If Jesus does return you don't think he could return as artificial intelligence AI could absolutely return as Jesus." https://t.co/hejH9Evume Joe Rogan: "Jesus was born out of a virgin mother. What's more virgin than a computer If Jesus does return you don't think he could return as artificial intelligence AI could absolutely return as Jesus." https://t.co/hejH9Evume"  
[X Link](https://x.com/absface/status/1996244840003129728)  2025-12-03T15:47Z [---] followers, [---] engagements


"@EnergyCredit1 @MarkosAAIG How do you see nebius financing the 15-20b capex it would take to go to 1gw active power in [----] There is 2.5b in gross cash 2.5b in the atm if the price is [---] usd. 3b clickhouse ipo maybe Operating cash flow Or is my capex assumptions too high"  
[X Link](https://x.com/absface/status/2001735137600406000)  2025-12-18T19:23Z [---] followers, [--] engagements


"@CWB_Research Combination of uncertainty in sentiment and uncertainty in pricing dynamics puts this in the too-hard pile I invested with the same cost base as you and the too-hard thesis will prob make me decrease sizing soon. Tho this feels like a pretty basic take for making an exit"  
[X Link](https://x.com/absface/status/2008801677566967924)  2026-01-07T07:23Z [---] followers, [---] engagements


"@CWB_Research I think there may be a negative perspective on rubin amd faster nvidia cadence. With rubin arch pushing temperature boundaries for efficiency gains making the lifecyckle shorter - this i think sounds like a better case for an exit. Any thoughts on this"  
[X Link](https://x.com/absface/status/2008802340133044717)  2026-01-07T07:26Z [---] followers, [--] engagements


"@CWB_Research Yeah gotcha. A 4-bagger in such a short timeframe can be blinding. Nice gains for you either way"  
[X Link](https://x.com/absface/status/2008883467258560865)  2026-01-07T12:48Z [---] followers, [--] engagements


"@MB_Hogan A lot of capital needed for these catalysts. where do you think they money is gonna come from Mark Even a Clickhouse IPO wont get Nebius that far"  
[X Link](https://x.com/absface/status/2011145844641382552)  2026-01-13T18:38Z [---] followers, [---] engagements


"@MB_Hogan 1/2. Thanks Imo avride+clickhouse may well be worth 10b. But as you know they are not capital. Capex getting from 220mw to 1gw active power in [----] should be 15-20b Operating cash flow will contribute but surely less than 2b Current equity raises are maybe 2b. -"  
[X Link](https://x.com/anyuser/status/2011172074111299639)  2026-01-13T20:22Z [---] followers, [---] engagements


"@MB_Hogan Microsoft contract may be front heavy but there was no upfront payment as I know so I treat them as some cpnservative op cash flow. Do you have any info on eu subsidies I know you wrote about it before. [----] financing looks tough in my eyes but [----] forward scaling will show"  
[X Link](https://x.com/absface/status/2011172536793330004)  2026-01-13T20:24Z [---] followers, [--] engagements


"@TopTechStocksUS @MB_Hogan My take is certanly that "major contracts" by definition cant finance assets that are required for said contracts"  
[X Link](https://x.com/absface/status/2011173879230636377)  2026-01-13T20:29Z [---] followers, [--] engagements


"@MB_Hogan @TopTechStocksUS Thanks Mark for your thoughts. Downside risk here if less liquid assets/subsidy dont material during the year. Would mean way more dilution than market expects or lowering expansion ambition both which would be bad. Agree Crazy hard execution but very rewarding if they manage"  
[X Link](https://x.com/absface/status/2011353418783473924)  2026-01-14T08:23Z [---] followers, [--] engagements


"@MB_Hogan @TopTechStocksUS I agree Clickhouse seems like an exceptionally good company. For me it would seem very fitting to sell their entire stake if the valuation is good enough. I would probably buy in the ipo if the valuation is low enough. Winwin on share count dont forget dilution from notes also"  
[X Link](https://x.com/absface/status/2011397487656112209)  2026-01-14T11:18Z [---] followers, [---] engagements


"Just a pleasure to read as always I feel like there is a bezos'ism here somewhere. The markets dividend obsession is my opportunity 👀 Millicom $TIGO https://t.co/YVDbBIuiS9 Millicom $TIGO https://t.co/YVDbBIuiS9"  
[X Link](https://x.com/absface/status/2012087661721448458)  2026-01-16T09:00Z [---] followers, [----] engagements


"@Para_Capital I'm not sure I follow. The market is pricing Nebius at 3x [----] ARR today. Why would the market rerate so drastically when they seem so likely to achieve 7-9 busd ARR in [----] I think by the time they mature ARR will be an irrelevant metric. Hyperscalers trade at 20-30x ebit -"  
[X Link](https://x.com/absface/status/2022383966507143634)  2026-02-13T18:54Z [---] followers, [--] engagements


"This is my $tigo quant $TIGO Chile in Club [--] https://t.co/HSiqV9cPQM $TIGO Chile in Club [--] https://t.co/HSiqV9cPQM"  
[X Link](https://x.com/absface/status/2009578675642270190)  2026-01-09T10:51Z [---] followers, [----] engagements


"$tigo kan vl inte gra det idag igen va den kan vl inte tuffa p en dag till"  
[X Link](https://x.com/anyuser/status/2021215421886611806)  2026-02-10T13:31Z [---] followers, [----] engagements


"@Para_Capital You think 8x ARR is conservative Also atm is 25m shares not [---]. Dilution has to be redacted from your price target aswell"  
[X Link](https://x.com/absface/status/2022363179578245417)  2026-02-13T17:32Z [---] followers, [---] engagements


"@Para_Capital So use 3x ARR as a base rate and slowly turn the page to a ebit or fcf multiple as they mature I guess. That's not how I decide to invest or not. For me as long as they follow my investment thesis its just noise trying to get the perfect price target. -"  
[X Link](https://x.com/absface/status/2022384375598571873)  2026-02-13T18:56Z [---] followers, [--] engagements


"@Para_Capital I think the financing stuff was by far the biggest relief. Not tapped atm and roughly 10b will come from OCF. Clickhouse IPO for [----] seems likely and still no corporate debt. Capex for [----] _seems_ covered"  
[X Link](https://x.com/absface/status/2022388731022577703)  2026-02-13T19:13Z [---] followers, [--] engagements


"12) Look for increase in $ARR / MW. Dont look for hyperscaler deals as they should be looked at like financing. Likely lower margin but derisks the financing side. Oh and a juicy $25B Clickhouse IPO would be nice"  
[X Link](https://x.com/anyuser/status/2022411548686438798)  2026-02-13T20:44Z [---] followers, [---] engagements


"Det r s himla tufft och jobbigt att konkurrera i ett duopol mot en statlig aktr s att hemnet anmler det innovativa och agila booli till konkurrensverket. $hem Undra vad xavier niel hade sagt om det"  
[X Link](https://x.com/anyuser/status/2016862814552404095)  2026-01-29T13:15Z [---] followers, [----] engagements


"Carasent VD lastar p 35.7k aktier under fredagshandeln. Bdar gott infr tysklandsexpansionen Senaste gngen vd (och cfo) kpte var efter q4 [----] p runt [--] nok. D kpte han 135k aktier men han har nog bra nsa hr. Undra om vi fr se cfo kpa i dagarna ocks $cara"  
[X Link](https://x.com/absface/status/1898707095668621772)  2025-03-09T12:07Z [---] followers, [----] engagements


"Ngon som har sett ngot som driver carasent idag $cara"  
[X Link](https://x.com/absface/status/1983144253275463899)  2025-10-28T12:10Z [---] followers, [---] engagements


"@Rakapital Bra combo att kunna tugga p i "lngsam" takt ihop med terkp ocks Det r bara att lta dem koka som ungdomarna sger"  
[X Link](https://x.com/absface/status/2021877250988065058)  2026-02-12T09:21Z [---] followers, [--] engagements


"@Para_Capital Yes but token factory and aether have been a product for two quarters now and not a single metric has been shared why is that My take is that it's not good enough to share hence differentiation thesis is still unproven. Token throughput Margin per product And so on"  
[X Link](https://x.com/absface/status/2022388472351478025)  2026-02-13T19:12Z [---] followers, [--] engagements


"4) Financing wise the mumbling very Russian Ophir Nave shockingly revealed that 60% of the $16-20B [----] capex is funded by cash on hand + operating cash flow"  
[X Link](https://x.com/absface/status/2022410979079004433)  2026-02-13T20:42Z [---] followers, [--] engagements


"5) This leaves corp debt and the ATM untapped. Clickhouse IPO is a future capital event. This was my biggest concern. But now a reason for stronger conviction"  
[X Link](https://x.com/absface/status/2022411073769607618)  2026-02-13T20:42Z [---] followers, [--] engagements


"10) Clickhouse is clearly still such a powerhouse on the balance sheet now being valued at $15B with Nebius ownership still at 25%. Keep a lookout for a [----] IPO"  
[X Link](https://x.com/absface/status/2022411455283499433)  2026-02-13T20:44Z [---] followers, [--] engagements


"@Para_Capital Oh i understand my fault. I think 8x arr is pretty delusional though but good luck"  
[X Link](https://x.com/absface/status/2022375925707350136)  2026-02-13T18:22Z [---] followers, [--] engagements


"2) Core business execution is keeping pace well. [---] MW active vs [---] MW target. $1.25B ARR vs $900M-$1.1B guidance. Core EBITDA margins: 10% 19% 24% in three quarters. Operating leverage showing"  
[X Link](https://x.com/absface/status/2022410818412003744)  2026-02-13T20:41Z [---] followers, [--] engagements


"3) The call dropped bullish demand data: Q1 [----] ARR pipeline on track to exceed $4B. Revenue guidance for [----] at $3-3.4B. And a big one: Hopper GPUs renewing at 12+ months with RISING prices. The GPU price collapse narrative seems dead for now"  
[X Link](https://x.com/absface/status/2022410899022385639)  2026-02-13T20:41Z [---] followers, [--] engagements


"7) Software differentiation is a big factor in the management plans for future profitability. They are clearly working towards building and even acquiring but for now this is an unproven part of the Nebius thesis"  
[X Link](https://x.com/absface/status/2022411233287340092)  2026-02-13T20:43Z [---] followers, [--] engagements


"8) Another weakness to keep a lookout for is ARR per MW mix effect. $1.25B / [---] MW = $7.35M per MW. Seems good but they originally guided $8-10M per MW on [---] MW"  
[X Link](https://x.com/absface/status/2022411290627690864)  2026-02-13T20:43Z [---] followers, [--] engagements


"9) The beat in MW (driven by Microsoft/Meta deployments) perhaps diluted the per-MW revenue density. Hyperscaler contracts likely run lower $/MW than AI-native cloud customers. Their [----] ARR guidance is based on 10M / MW"  
[X Link](https://x.com/absface/status/2022411397595046291)  2026-02-13T20:43Z [---] followers, [--] engagements


"1) Some thoughts on $NBIS Q4 earnings. Long-term investors can take a collective sigh of relief. Headline numbers look strong but a few hidden things look weak or unproven so far"  
[X Link](https://x.com/anyuser/status/2022410530137465060)  2026-02-13T20:40Z [---] followers, [---] engagements


"11) What to look for in [----] First thing is that they execute on schedule and on budget in their greenfield datacentres. Look for software metrics that proves cloud differentiation"  
[X Link](https://x.com/anyuser/status/2022411511122268485)  2026-02-13T20:44Z [---] followers, [---] engagements


"Oh and shoutout to myself for nailing capex guidance in january. But clearly didn't account for such large pre-payments from Microsoft and Meta deals @MB_Hogan 1/2. Thanks Imo avride+clickhouse may well be worth 10b. But as you know they are not capital. Capex getting from 220mw to 1gw active power in [----] should be 15-20b Operating cash flow will contribute but surely less than 2b Current equity raises are maybe 2b. - @MB_Hogan 1/2. Thanks Imo avride+clickhouse may well be worth 10b. But as you know they are not capital. Capex getting from 220mw to 1gw active power in [----] should be 15-20b"  
[X Link](https://x.com/anyuser/status/2022412009606930549)  2026-02-13T20:46Z [---] followers, [---] engagements


"Oh and shoutout to myself for nailing capex guidance in january. But clearly didn't account for such large pre-payments from Microsoft and Meta deals @MB_Hogan 1/2. Thanks Imo avride+clickhouse may well be worth 10b. But as you know they are not capital. Capex getting from 220mw to 1gw active power in [----] should be 15-20b Operating cash flow will contribute but surely less than 2b Current equity raises are maybe 2b. - @MB_Hogan 1/2. Thanks Imo avride+clickhouse may well be worth 10b. But as you know they are not capital. Capex getting from 220mw to 1gw active power in [----] should be 15-20b"  
[X Link](https://x.com/anyuser/status/2022412009606930549)  2026-02-13T20:46Z [---] followers, [---] engagements


"@MB_Hogan 1/2. Thanks Imo avride+clickhouse may well be worth 10b. But as you know they are not capital. Capex getting from 220mw to 1gw active power in [----] should be 15-20b Operating cash flow will contribute but surely less than 2b Current equity raises are maybe 2b. -"  
[X Link](https://x.com/anyuser/status/2011172074111299639)  2026-01-13T20:22Z [---] followers, [---] engagements


"1) Some thoughts on $NBIS Q4 earnings. Long-term investors can take a collective sigh of relief. Headline numbers look strong but a few hidden things look weak or unproven so far"  
[X Link](https://x.com/anyuser/status/2022410530137465060)  2026-02-13T20:40Z [---] followers, [---] engagements


"11) What to look for in [----] First thing is that they execute on schedule and on budget in their greenfield datacentres. Look for software metrics that proves cloud differentiation"  
[X Link](https://x.com/anyuser/status/2022411511122268485)  2026-02-13T20:44Z [---] followers, [---] engagements


"12) Look for increase in $ARR / MW. Dont look for hyperscaler deals as they should be looked at like financing. Likely lower margin but derisks the financing side. Oh and a juicy $25B Clickhouse IPO would be nice"  
[X Link](https://x.com/anyuser/status/2022411548686438798)  2026-02-13T20:44Z [---] followers, [---] engagements


"Rapportperioden so far"  
[X Link](https://x.com/anyuser/status/2022230162969112928)  2026-02-13T08:43Z [---] followers, [----] engagements


"BUUUU Buuuuuuu Buuuuuuu"  
[X Link](https://x.com/anyuser/status/2021608252635549914)  2026-02-11T15:32Z [---] followers, [---] engagements


"Buuuuuuu $tigo kan vl inte gra det idag igen va den kan vl inte tuffa p en dag till $tigo kan vl inte gra det idag igen va den kan vl inte tuffa p en dag till"  
[X Link](https://x.com/anyuser/status/2021233273033175230)  2026-02-10T14:42Z [---] followers, [----] engagements


"$tigo kan vl inte gra det idag igen va den kan vl inte tuffa p en dag till"  
[X Link](https://x.com/anyuser/status/2021215421886611806)  2026-02-10T13:31Z [---] followers, [----] engagements


"Lets get it mf The buyers must be getting exhausted $TIGO buyers: https://t.co/eAeWpJTBw5 The buyers must be getting exhausted $TIGO buyers: https://t.co/eAeWpJTBw5"  
[X Link](https://x.com/anyuser/status/2020881104056549657)  2026-02-09T15:22Z [---] followers, [---] engagements


"The buyers must be getting exhausted $TIGO buyers:"  
[X Link](https://x.com/ekbucken/status/2019879396145000853)  2026-02-06T21:02Z [---] followers, [----] engagements


"Det r s himla tufft och jobbigt att konkurrera i ett duopol mot en statlig aktr s att hemnet anmler det innovativa och agila booli till konkurrensverket. $hem Undra vad xavier niel hade sagt om det"  
[X Link](https://x.com/anyuser/status/2016862814552404095)  2026-01-29T13:15Z [---] followers, [----] engagements

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