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# ![@aleabitoreddit Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1940360837547565056.png) @aleabitoreddit Serenity

Several investors are bullish on Neocloud stocks, particularly $NBIS, which is considered a leader in the sector. $NBIS has secured significant investments and has a strong growth potential, with some investors predicting it can reach a $100B market cap. Other Neocloud stocks like $IREN, $CIFR, and $WULF are also performing well, with some investors reporting significant gains.

### Engagements: XXXXXX [#](/creator/twitter::1940360837547565056/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1940360837547565056/c:line/m:interactions.svg)

- X Week XXXXXXX +5.10%
- X Month XXXXXXXXX -XX%

### Mentions: XX [#](/creator/twitter::1940360837547565056/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1940360837547565056/c:line/m:posts_active.svg)

- X Week XXX -XX%
- X Month XXX -XX%

### Followers: XXXXXX [#](/creator/twitter::1940360837547565056/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1940360837547565056/c:line/m:followers.svg)

- X Week XXXXXX +2.80%
- X Month XXXXXX +21%

### CreatorRank: XXXXXXX [#](/creator/twitter::1940360837547565056/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1940360837547565056/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  #4126 [finance](/list/finance)  #5805 [technology brands](/list/technology-brands)  XXXXX% [cryptocurrencies](/list/cryptocurrencies)  #1879 [automotive brands](/list/automotive-brands)  XXXX% [social networks](/list/social-networks)  XXXX% [countries](/list/countries)  XXXX% [exchanges](/list/exchanges)  #3998 [currencies](/list/currencies)  XXXX% [fashion brands](/list/fashion-brands)  XXXX%

**Social topic influence**
[$nbis](/topic/$nbis) #8, [$iren](/topic/$iren) #36, [$googl](/topic/$googl) #1033, [ai](/topic/ai) 10.26%, [$crdo](/topic/$crdo) #14, [$cifr](/topic/$cifr) #30, [$alab](/topic/$alab) #8, [$rklb](/topic/$rklb) #13, [strong](/topic/strong) #2909, [$crwv](/topic/$crwv) #24

**Top accounts mentioned or mentioned by**
[@babyfolio](/creator/undefined) [@rjccapital](/creator/undefined) [@dubiousnoob](/creator/undefined) [@rioferdy838](/creator/undefined) [@landoinvests](/creator/undefined) [@platochi_](/creator/undefined) [@ejdisokqaloa](/creator/undefined) [@moderndayvenom](/creator/undefined) [@lesantcho9306](/creator/undefined) [@itsthesquonky](/creator/undefined) [@soulbiri1](/creator/undefined) [@rklbman](/creator/undefined) [@operationatm](/creator/undefined) [@markosaaig](/creator/undefined) [@neomeldir](/creator/undefined) [@scepticus16](/creator/undefined) [@mambaharveyinc](/creator/undefined) [@hedgeye](/creator/undefined) [@agrippa_inv](/creator/undefined) [@kaizen_investor](/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/$googl) [Credo Technology Group Holding Ltd Ordinary Shares (CRDO)](/topic/$crdo) [Cipher Mining Inc. Common Stock (CIFR)](/topic/$cifr) [Astera Labs, Inc. Common Stock (ALAB)](/topic/$alab) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [CoreWeave, Inc. (CRWV)](/topic/$crwv) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Metadium (META)](/topic/$meta) [Lumentum Holdings Inc. Common Stock (LITE)](/topic/$lite) [Uber Technologies, Inc. (UBER)](/topic/$uber) [TeraWulf Inc. (WULF)](/topic/$wulf) [Super Micro Computer, Inc. Common Stock (SMCI)](/topic/$smci) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [Tesla, Inc. (TSLA)](/topic/$tsla) [Core Scientific, Inc. Common Stock (CORZ)](/topic/$corz) [Fluence Energy, Inc. Class A Common Stock (FLNC)](/topic/$flnc) [Applied Blockchain, Inc. Common Stock (APLD)](/topic/$apld) [Galaxy Digital Inc. (GLXY)](/topic/$glxy) [Circle Internet Group, Inc. (CRCL)](/topic/$crcl) [Coldstack (CLS)](/topic/$cls) [Advanced Micro Devices (AMD)](/topic/$amd) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Amkor Technology Inc (AMKR)](/topic/$amkr) [Microsoft Corp. (MSFT)](/topic/$msft) [Micron Technology, Inc. (MU)](/topic/$mu) [Reddit, Inc. (RDDT)](/topic/$rddt) [iShares BTC Trust (IBIT)](/topic/$ibit) [Solana (SOL)](/topic/$sol) [Litecoin (LTC)](/topic/$ltc) [Trade Desk, Inc. (TTD)](/topic/$ttd) [CLEANSPARK INC (CLSK)](/topic/$clsk) [Eos Energy Enterprises, Inc. (EOSE)](/topic/$eose) [Vistra, Corp. (VST)](/topic/$vst) [Planet Labs PBC (PL)](/topic/$pl) [Snap, Inc. (SNAP)](/topic/$snap) [Sweetgreen, Inc. (SG)](/topic/$sg) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Marvell Technology Inc (MRVL)](/topic/$mrvl) [Fluidity (FLY)](/topic/$fly) [Coherent Inc (COHR)](/topic/$cohr) [Monolithic Power Systems, Inc. (MPWR)](/topic/$mpwr)
### Top Social Posts
Top posts by engagements in the last XX hours

"People often ask what happens when I get everything right: X Year Return: XXXXXX% 📈 Just genuinely want to help I share my analysis and positions openly from $NBIS to $HOOD to $UPWK before any rally. Feel free to look through my history on X or Reddit"  
[X Link](https://x.com/aleabitoreddit/status/1970908938796400881)  2025-09-24T17:51Z 13.6K followers, 559.3K engagements


"Make this make sense. $TSLA: FSD level X robotaxis - market adds $300B off a $1T+ valuation. $NBIS: FSD level X robotaxis - down XXXX% off a $23B marketcap"  
[X Link](https://x.com/aleabitoreddit/status/1996232079890325753)  2025-12-03T14:56Z 13.6K followers, 152.7K engagements


"Upgrading $TTD to a buy at $XXXX (-67.5% YTD) The Trade Desk is reasonably priced-slightly undervalued here. XXXX% gross margins 2.9B FY revenue 2025 XX% y/y growth XX% FCF margins. $1.8B cash no debt XX% customer retention and $1B in buybacks to offset large stock based compensation. At a $18.67B marketcap. Definitely not a hyper growth stock like the earlier mention but it has good value. Fundamentals are slowing not dying. I put fair value in $48-$55 range given dcf of $735m fcf XX% y/y growth and a discount rate. I see it recovering to $XX XXXX% upside at these levels within X months when"  
[X Link](https://x.com/aleabitoreddit/status/1996581986472022087)  2025-12-04T14:06Z 13.6K followers, 20K engagements


"Takeaway from $NBIS earnings so far: Absolute. Blowout. Earnings. $3B $META deal + Cursor new Enterprise clients on top of $17B with $MSFT just X months ago. $7-9B ARR projection is enormous and blew away any expectation. Insanely Strong Buy $XXX (including the ATM)"  
[X Link](https://x.com/aleabitoreddit/status/1988237492596994341)  2025-11-11T13:28Z 13.6K followers, 79.5K engagements


"The Neocloud Sector Tierlist. Post Q3 earnings + Market Sector Drop: S Tier: $NBIS A Tier: $CIFR $WULF $IREN B Tier: $GLXY $CORZ C Tier: $APLD $CLSK D Tier: $WLAC $DGDX $WYFI F Tier $CRWV* $SLNH U Tier: $GRRR $MARA $DGDX $CLSK $BITF $HIVE $RIOT ** Ranked in order from left to right. * : Short-term pricing drops created compelling entries (e.g. $CRWV) but med-term (12m) attractiveness remains limited. **: Uncertain decided not to rate them (but put them in tierlist photo as F). Some pure miners haven't fully pivot into HPC yet + too much contract uncertainty. Lot of people asked about updates"  
[X Link](https://x.com/aleabitoreddit/status/1992181846134968633)  2025-11-22T10:42Z 13.6K followers, 197.6K engagements


"Its hard for anyone in the AI space not to be bullish. Capex is ramping up. Exponentially. And flowing directly down to: Neoclouds: $CIFR $NBIS $WULF $IREN Connectivity: $ALAB $CRDO $CLS. Energy: $VST $FLNC $TE $EOSe Semi/foundries: $NVDA $AMD $GOOGL $TSM Memory: $SNDK $MU and $STX In the past few weeks alone we got: X. Manhattan Project for AI - US government is giving top models access to propriety labs data for accelerating research X. $GOOGL spending $XX on DC buildout in Texas X. Anthropic spending $XX on EC buildout to support their Opus 4.5+ models X. $TSM confining record forward"  
[X Link](https://x.com/aleabitoreddit/status/1993283099162189962)  2025-11-25T11:38Z 13.6K followers, 111.1K engagements


"Economics of Neocloud GPU Pricing What happens when you normalize margins across the three major GPU neoclouds accounting for depreciation and cost structure Nebius ( $NBIS ) CoreWeave ( $CRWV ) IREN ( $IREN ) Below is what the research shows for margins using the same H100s: XXXX% $IREN - Bare-Metal H100 Revenue: $2.502.75/GPU-hr - $7.80M/MW-year COGS: $5.01M/MW GPU D&A: $3.50M Power: $0.22M DC depreciation: $0.47M Networking: $0.25M Third-party middleware (poolside WEKA): $0.20M Gross Profit: $2.79M/MW XXXX% margin _ XXXX% $NBIS - Full-Stack H100 Revenue: $3.003.50/GPU-hr $9.75M/MW-year"  
[X Link](https://x.com/aleabitoreddit/status/1995084174223651180)  2025-11-30T10:55Z 13.6K followers, 98.5K engagements


"@KaptainterpMy @RamseyJared94 I'm a $PL mega whale. My first buy was at $XXXX and that super large position is up 300%+"  
[X Link](https://x.com/aleabitoreddit/status/1995876087461806339)  2025-12-02T15:21Z 13.6K followers, 1469 engagements


"I'm an early investor in hyper-growth companies. $RKLB for space. $HOOD for fintech. $CRDO for connectivity. But I've never ever Ever seen a company grow forward revenue: 700%+ Y/Y. and while owning X hyper growth subsidiaries concurrently scaling XXX% Y/Y each"  
[X Link](https://x.com/aleabitoreddit/status/1996560529679327449)  2025-12-04T12:41Z 13.6K followers, 160.3K engagements


"Short term unwinding from yen carry trade (Japan rate hike fed cut) which was slightly negative. Medium term impact should be incredibly bullish on growth assets especially Neocloud sector that involve debt for growth like $CRWV $IREN $NBIS. Don't see any fundamentals slowing so great time to go long imo"  
[X Link](https://x.com/aleabitoreddit/status/1998100000103161989)  2025-12-08T18:38Z 13.6K followers, XXX engagements


"Based on the equity ranking table: Here's a deeper analysis of each stock alongside how I reposition my portfolio to capitalize on the market reset: $NBIS at $XX PT $XXX / 1Y $RKLB at $XX PT $XXX / 5Y $CRCL at $XX PT $XXX / 8M $ALAB at $XXXXX PT $XXX / 6M $SNAP at $XXX PT $XX / 1Y $CIFR at $XXXX PT $XX / 6M $RDDT at $XXX PT $XXX / 8M $SMCI at $XX PT $XX / 6M $HIMS at $XX PT $XX / 6M This is in order of concentration weighting from when posted and internal PT speculation based on existing information for mid-cap ($5B+) sections. Heres a deeper breakdown on each one and PT timeframe and a"  
[X Link](https://x.com/aleabitoreddit/status/1991452423186182524)  2025-11-20T10:23Z 13.6K followers, 241K engagements


"@itsthesquonky Round the time I did supply chain research on TPU v7 for $LITE Incredibly promising but a tad overextended right now"  
[X Link](https://x.com/aleabitoreddit/status/1998109866729361749)  2025-12-08T19:18Z 13.6K followers, XXX engagements


"$ALAB: EPS: .49 vs .39 estimate (+26% beat) Revenue: 230M vs. 206M estimate (+12% beat) Next quarter guidance Est: 249M vs 216M (Strong Beat) Gross Margin (74% vs 75%) (Beat) Markets were saying they dropped on margin contraction fears but they literally projected higher margins lol. Ignore the noise $ALAB has of the highest margins in the industry (eg. $NVDA). It's just selling off with anything high beta. Crypto is usually a good proxy $ETH is down XX% past few days for example"  
[X Link](https://x.com/aleabitoreddit/status/1985881102041694442)  2025-11-05T01:25Z 13.6K followers, 1035 engagements


"We're seeing a sector crash in high-beta AI stocks with names down 30-45%+ in 1M & 10%+ today. This includes direct beneficiaries of Mag7 Capex : - Nebius ( $NBIS ): $3B $META deal / $8B forward ARR. - TeraWulf ( $WULF ): $50B Antrophic DC + JV FS/ $GOOGL - Iren ( $IREN ): $9B $MSFT HPC - Cipher ( $CIFR ): 15Y $XXX billion w/ $AMZN. that improved their fundamentals in this past month alone. But markets are still panic selling names from $CRDO (-10.33% 1D) to $CIFR (-7.28% 1D) despite record forward revenue growth. This is driven over fears from macro (shutdown Dec rate cut corporate bond"  
[X Link](https://x.com/aleabitoreddit/status/1988993526517100814)  2025-11-13T15:33Z 13.6K followers, 259.4K engagements


"$ALPD took on really bad debt with junk bonds at XXXX% and is connected with $CRWV which also has a lot of bad debt really cutting into margins/FCF + OpenAI (which also doesn't have the funds yet) taking up a lot of backlog + capacity buildout. That kind increases long term risks by a lot I haven't done a quantitative modeling yet on $APLD from interest costs. There's probably better neocloud sector picks out ther but that doesn't mean I'm bearish on it. For $S I haven't looked into it enough to give a good opinion"  
[X Link](https://x.com/aleabitoreddit/status/1991212880424063060)  2025-11-19T18:32Z 13.6K followers, XXX engagements


"Yeah I was trying to figure out the reason and came to this likely conclusion too. Was trying to weigh effects fed quantitative easing vs global monetary tightening vs yen carry trade. That aside it doesnt really warrant the intraday algorithmic selloff. Feels like people are looking for an explanation like WSJ: people fear ai bubble type headlines but in reality selloff was algorithmic. Open interest for tomorrow is massive"  
[X Link](https://x.com/aleabitoreddit/status/1991786131550306630)  2025-11-21T08:29Z 13.6K followers, XXX engagements


"Sure I put $NBIS as S tier from that capacity funding angle because it's isolated from credit tightening affecting other DC stocks like $APLD (that had to sell junk bonds). From Q3 earnings $CRWV is facing $1.21-$1.25B in interest expenses and only has $XXXX billion in cash equivalents. Other neocloud sector stocks will need more to cash fund buildout + monetize GW capacity ike $IREN and will face higher interest rates or lack of funding interest (eg. convertibles). This is kind of why we're seeing a sector selloff but some were relatively undeserved (eg. $NBIS $CIFR). With $NBIS you're"  
[X Link](https://x.com/aleabitoreddit/status/1992205359327694924)  2025-11-22T12:15Z 13.6K followers, 2169 engagements


"@Dream5728363541 Arent those two just users of $NBIS not portfolio company investments"  
[X Link](https://x.com/aleabitoreddit/status/1993049908358840761)  2025-11-24T20:11Z 13.6K followers, 1198 engagements


"I've seen posts about Avride but they're mainly around the small delivery robots The real value comes from the self-driving FSD level X division that $NBIS has been developing since 2017. People namedrop Clickhouse a the golden egg but the $300B+ dollar opportunity is with Avride + $UBER at scale competing vs Waymo / $TSLA. Wanted to point out the asymmetrical upside with $NBIS by doing a deeper dive about sum of parts that the market severely severely undervalues. It's not just "valued at $X" and slash a XX% discount on it it's also about to grow at extremely absurd rates like their core"  
[X Link](https://x.com/aleabitoreddit/status/1994033842219569324)  2025-11-27T13:21Z 13.6K followers, 2735 engagements


"Yeah zero clue why people arent talking more about $NBIS for robotaxis when they have fsd level X and are launching in a few days. People buy $TSLA or $GOOGL for exposure but $NBIS is just sitting there at a $21B marketcap with many other companies + core businesses to go alongside robotaxis. Probably one of the most misunderstood and undervalued growth companies in the market. Unfortunately finx is a tiny bubble so even if people start to understand it here majority of people elsewhere wouldnt even know Nebius owns a robotaxi company thats been in development for the past X years"  
[X Link](https://x.com/aleabitoreddit/status/1994145089770410477)  2025-11-27T20:43Z 13.6K followers, 1130 engagements


"@RKLBMan And the AI training/labeling platform growing XXX% y/y lol This is after Scale just got bought by $META at a $29B valuation - hyperscalers that used it now are forced into other platforms like $NBIS"  
[X Link](https://x.com/aleabitoreddit/status/1994146190393487631)  2025-11-27T20:47Z 13.6K followers, XXX engagements


"Yeah $FLY is 2026 play just need to bag hold until reusable medium lift comes out. Also another high beta stock capable of moving XX% in a day. Northrop if I remember correctly was in the golden dome project and I dont think people are making the association with fly yet. Doesnt really have the revenue to back up marketcap so its largely a sentiment stock until medium lift. I would be extremely surprised if the marktcap was under $10B ($2.5B now) if they made the second reusable medium lift after SpaceX"  
[X Link](https://x.com/aleabitoreddit/status/1994336804783505629)  2025-11-28T09:25Z 13.6K followers, XXX engagements


"Agreed $NBIS is the clear future leader of the Neocloud sector if we look at things 6M from now rather than present earnings. Shorting $CRWV would have been a good hedge against the recent market drop. I liked Nebius because alongside their core business growing ARR XXX% y/y they have X subsidiaries growing XXX% Y/Y. That being said the biggest headwind is dilution. I hated that they diluted 25M shares and not just enough for the $META deal. Nasdaq XXX inclusion alongside post-msci would offset that but otherwise its a constant overhang on the price as an investor. Second are depreciation"  
[X Link](https://x.com/aleabitoreddit/status/1995107163086422482)  2025-11-30T12:26Z 13.6K followers, 2584 engagements


"@B38B37 Yeah memory is. Also needed to add MediaTek( I/o chiplet) $CLS $JBL and $AMKR (second source for packaging the TPU v7 modules) up there as beneficiaries. Just goes to show how large the supply chain is. Also adding positions in $AMKR as @Mexicancik1 mentioned"  
[X Link](https://x.com/aleabitoreddit/status/1995559972525294001)  2025-12-01T18:25Z 13.6K followers, XXX engagements


"@dubiousnoob I thought so too at $XX until I looked at the WSB subreddit and saw people margin yoloing into $IREN and $ALAB. WSB Redditors aren't the best signal lol"  
[X Link](https://x.com/aleabitoreddit/status/1995992219585794370)  2025-12-02T23:03Z 13.6K followers, 1571 engagements


"@Jason I'm XXX% sure $UBER would not partner with Waymo in all cities. If you were Uber why would you funnel all your users into the Waymo app one day Instead of partnering with another FSD-4 player $NBIS avride that they partially own + doesn't have a standalone competitor"  
[X Link](https://x.com/aleabitoreddit/status/1996371542369034395)  2025-12-04T00:10Z 13.6K followers, 3356 engagements


"I didn't include $ASML since they track fab cycles rather than the whole AI capex trade which $TSM or Samsung Electronics does (foundry + memory + misc) But it's a good long term compounder as the sole EUV supplier vs. chasing the most direct beneficaries of the next TPU/Blackwell Cycle/LLM-agent buildout. I'm sure you can swap out any one of the above with ASML"  
[X Link](https://x.com/aleabitoreddit/status/1996964360087031854)  2025-12-05T15:26Z 13.6K followers, XXX engagements


"Okay so from my perspective $NBIS - Highest asymmetrical upside possible because they have X subsidaries like robotaxis growing 100%+ Y/Y alongside their core operational DC business. It's just a waiting game until market prices in parts (eg. $UBER rose a ton from self driving cars with Avride but $NBIS had no movement but owns Avride). I really really like robotaxis and Avride. I don't know how markets aren't seeing this opportunity (maybe we're just early institutions accumulated over XX% of the float last i checked though from XX% so some are probably aware). $IREN - highest possible"  
[X Link](https://x.com/aleabitoreddit/status/1996967974046232748)  2025-12-05T15:40Z 13.6K followers, XXX engagements


"@DannyQuark You're right $NBIS $IREN because Nebius only dropped by -XXXX% instead of -41.5%. But have you thought of the counter argument that $IREN $NBIS because $IREN portfolios faced-4% loss today instead of -6%"  
[X Link](https://x.com/aleabitoreddit/status/1997001372198490531)  2025-12-05T17:53Z 13.6K followers, 2090 engagements


"Installed Comet just to try - Shift Command A didn't seem to work on Mac: Version 142.0.7444.176 (Official Build) (arm64) Doesn't look like it's pre-built into settings/shortcuts eg. I'm able to use shift command A as a new setting but others already exist. was this built in or am I supposed to find a specific shortcut. Onboarding is super cool and impressive though"  
[X Link](https://x.com/aleabitoreddit/status/1997009593952882840)  2025-12-05T18:26Z 13.6K followers, 1181 engagements


"Probably around $6B now as per the seeking alpha report benchmarked vs Nuro. But I'd say Avride is crown jewel of $NBIS not clickhouse especially when robotaxi companies like Waymo scaled to a $100B+ valuation in a short time. $TSLA gained hundreds of billions in value just due robotaxi launch (eg. Cathie Wood said robotaxis could be XX% of tesla's value) and it's a market with extreme upside due to lack of players. There's basically just $TSLA $GOOGL Waymo $AMZN Zoox Hyundai. and then $UBER which is trying to defend themselves against robotaxi competition. $UBER has the upmost importance to"  
[X Link](https://x.com/aleabitoreddit/status/1997051147207823830)  2025-12-05T21:11Z 13.6K followers, 2423 engagements


"Disclosure: I have no positions and don't plan on initiating any. (Reason: have too many high-beta stocks). I just wanted to publish some speculative research I did on Anduril supply chain companies after researching $KRKNF Kraken Robotics. This is $OSS ($115.54M MC). TLDR: Anduril launched Effects-Short Range (LE-SR) for the US Army. OSS is an edge AI infra. $OSS seems like a Andruil supplier despite Andruil aquiring Klas a competing rugged AI edge company. OSS has announced a contract of $XXX million to deliver XX high-performance servers and field-programmable gate array systems for a"  
[X Link](https://x.com/aleabitoreddit/status/1985989016219508993)  2025-11-05T08:34Z 13.6K followers, 71.5K engagements


"Nebius $NBIS is the most undervalued growth company right now. And it has the potential to become the next $GOOGL at a $21B market cap. There's one simple reason: It's portfolio companies are mindblowing. The most incredible example on this concept is the company $FTX. Here's the story: When we look at how $META grew into a $1T+ company it wasn't just Facebook. It was their portfolio companies Instagram Whatsapp and others made Meta dominate the social media landscape. $FTX was doing something similar but in digital assets and frontier technologies. Four years ago in 2021 $FTX invested $5.8B"  
[X Link](https://x.com/aleabitoreddit/status/1992984440960921604)  2025-11-24T15:51Z 13.6K followers, 177.7K engagements


"Nvidia ( $NVDA ) reported a blowout Q3 FY2026 revenue of $XXXXX billion (+62.5% YoY). And guided $65B+ Q4 ($3B+ beat) and $500B+ USD in Blackwell/Rubin rev through CY 2026. Despite that the stock dropped 12%. Is $NVDA a strong buy now Here's the answer: $GOOGL TPU's program emerged as the first competitive alternative to $NVDA GPUs with Anthropic committing to over X million TPU chips and Meta reportedly in advanced negotiations for billions in TPU purchases. Warren Buffet also recently invested $4B+ into $GOOGL which is extraordinarily rare given Berkshire's conservative stance to tech"  
[X Link](https://x.com/aleabitoreddit/status/1994555219607523362)  2025-11-28T23:53Z 13.6K followers, 111.9K engagements


"Google ( $GOOGL ) CEO recently unveiled: Project Suncatcher a project to create datacenters in space in 2027. Next generation TPUs will run on solar-powered satellite constellations to scale ML flows. The biggest beneficiary Planet Labs ( $PL ) and by derivative $RKLB and SpaceX. Planet Labs a lesser known small cap $3.5B space company has huge upside with this deal. Planet labs will deploy two prototype satellites for Google targeting a launch by early 2027. The launch providers that $PL uses are $RKLB (January 2018 and October 2020) and SpaceX. One of which (Rocketlab) reminds one of my"  
[X Link](https://x.com/aleabitoreddit/status/1995865990341496999)  2025-12-02T14:41Z 13.6K followers, 21.4K engagements


"Nope its not even news for $NBIS. Just now Avride launch with $UBER is probably the biggest headline of the decade for the portfolio company but its not even correlated to Nebius on places like $GOOGL / $HOOD news aggregators (which algorithms rely on too) This is why Ive been arguing Nebius is structurally misvalued and misunderstood because theres X subsidiaries like Avride growing 100%+ Y/Y but markets/algorithms arent pricing in the moving parts"  
[X Link](https://x.com/aleabitoreddit/status/1996210971241767216)  2025-12-03T13:32Z 13.6K followers, 1104 engagements


"$NBIS vs. $IREN debates in a nutshell: $IREN is better because Both stocks: -XXXX% and -4.00%. Markets: 🟩 🚀"  
[X Link](https://x.com/aleabitoreddit/status/1996994803503075542)  2025-12-05T17:27Z 13.6K followers, 62.1K engagements


"Added very heavily in $TSM today $XXXXX. Also added a decent amount in $CRCL positions at $XXXX. Weve been chopping since record breaking earnings from $TSM just felt it would breakout anytime now. This is just gut feeling. As for $CRCL rate cuts hurt but the USDC printer keeps on going. Crypto also rebounding from Dec rate cut and share unlock is done. So felt $19B MC was a good opportunity. I wanted to go long on Circle ever since IPO but never got the opportunity to until recently"  
[X Link](https://x.com/aleabitoreddit/status/1998453391203389533)  2025-12-09T18:03Z 13.6K followers, 11.1K engagements


"@ABC12D2 $LITE for exposure to TPU v7 ironwood ramp up"  
[X Link](https://x.com/aleabitoreddit/status/1996755554807812507)  2025-12-05T01:36Z 13.6K followers, 1065 engagements


"I've actually posted a breakdown + talked about each individual stock up there before if you follow what I normally post. This is just a consolidated list from history. For example I posted a deeper dive on TPU v7 ironwood supply chain not too long ago ( $COHR $AMKR $LITE $MPWR). And I post DD on neoclouds like $NBIS $CIFR quite often"  
[X Link](https://x.com/aleabitoreddit/status/1996822473212629140)  2025-12-05T06:02Z 13.6K followers, XXX engagements


"The Great Reset November 19th ratings: Strong Buy $NBIS $CIFR $WULF $RDDT $SNAP $ALAB $META $AMZN $GOOGL $IBIT $SOL $TSM $RKLB $TSSI $SMCI $GLXY $SG Buy $IREN $KRUS $CRCL $LTC $MRVL $KRKNF $OSS $CORZ $WLAC $WYFI $AMD $TE $CRDO $FLNC $HIMS $BULL $ETOR $FISV $FLY $MU Hold $COIN $HOOD $IBKR $NVDA $PLTR $TSLA CRWV $APLD ORCL Avoid RGTI $IONQ SLNH $QBTS OKLO $WMT BMNR $SBET CRWV _ Explanations Strong Buys Nebius - Extremely undervalued $7-9B ARR reset to pre-MSFT deal prices despite tripling their projected ARR since then de-risking across the board and having $4.8B cash for capex spend. Having"  
[X Link](https://x.com/aleabitoreddit/status/1991116739577307184)  2025-11-19T12:09Z 13.6K followers, 296K engagements


"Finally @VitalikButerin perfectly pointed out why Im bearish on ETH and @fundstrats $BMNR. $ETH as a token is a terrible investment especially above $4K. This is what Tom Lee Cathie Woods ARK innovation Vitalik and others didnt understand: There is a disconnect between Ethereum as a network and ETH as a utility token. Ethereum network (thats growing) does not translate to the token price appreciating. If you bought $ETH near the end of 2021 you would have lost money. Meanwhile $BTC price has appreciated close to XXX% since then. Why Layer 2s. X. Vitalik encouraged users to move to L2s (like"  
[X Link](https://x.com/aleabitoreddit/status/1995239607672414333)  2025-11-30T21:12Z 13.6K followers, 35.7K engagements


"Analysis of the $GOOGL TPU v7 Ironwood Suppliers. Here's the list of what comapnies are the most materially impacted by the Google's TPU buildout. + the TPU stock I'm taking a position on. Critical Design/IP: - Broadcom $AVGO : co-designs and implements Googles TPU ASICs Critical/High Semiconductor Fab: - #1 Taiwan Semi $TSM : TPUv7 is fabbed at TSMC 3nm - #2 Samsung Electronics: Secondary memory & foundry partner Critical/High Memory: - #1 SK Hynix: HBM3E for TPUv7 Ironwood - #2 Samsung Electronics: TPUv7-specific reporting emphasizes SK hynix + Samsung. High Optical Networking: - Lumentum"  
[X Link](https://x.com/aleabitoreddit/status/1995543748353347989)  2025-12-01T17:21Z 13.6K followers, 44.9K engagements


"Yeah little sad I'm late to the $LITE party and it's ATHs right now. But if we look what happened to $NVDA 2022 to now same could happen if TPU ends up becoming a dominant player in inference. and. $LITE is directly correlated to TPU ramp up. Sadly didn't realize how vital it was to the ecosystem earlier. This is something I'm cost averaging shares with but it's a happy add to my portfolio"  
[X Link](https://x.com/aleabitoreddit/status/1995546513305751984)  2025-12-01T17:32Z 13.6K followers, XXX engagements


"Upgrading $SMCI to EXTREMELY STRONG BUY at $XX ($19B MC). FY26 raised to $36B+ revenue (60%+ YoY from $22B). AI DC build-out (e.g. $NBIS $IREN $DGXX) keeps GPU server demand maxed. This isn't a $CRDO XXX% Y/Y ER story but it's mispriced value. Here's why: SMCI dropped on earnings due to two things fears over margin compression and revenue miss. _ X. The Q1 2026 miss was delayed orders: Revenue came in at $5B vs prior $67B guide. However all this was is $1.5B getting pushed into Q2 from customers waiting for Nvidias Blackwell Ultra config. And they even **raised FY guidance** from $33B to FY"  
[X Link](https://x.com/aleabitoreddit/status/1995644085563261034)  2025-12-02T00:00Z 13.6K followers, 33.2K engagements


"@lesantcho9306 Yep you were one of the early commenters about $LITE. Thanks It remind me of the time @SCurveCapital kept telling me about $IREN at $XX or something.I finally bought in at $XX or something but just small positions lol. Should listen to the community more for sure"  
[X Link](https://x.com/aleabitoreddit/status/1995730253608898726)  2025-12-02T05:42Z 13.6K followers, XXX engagements


"Maybe investing in Sydney Sweeney was the right choice over $IREN"  
[X Link](https://x.com/aleabitoreddit/status/1995969036203819444)  2025-12-02T21:31Z 13.6K followers, 17.1K engagements


"WHAT IS THE MARKET SMOKING Wall Street sent $UBER a $180B+ company up XXX% $6B+ today off of its self-driving cars. But $NBIS the parent company of the self-driving cars Uber uses got sent down -X% and is now worth less than $24B"  
[X Link](https://x.com/aleabitoreddit/status/1996263556527120521)  2025-12-03T17:01Z 13.6K followers, 180.2K engagements


"And all the $META buys post-earnings are green after Zuck cuts the Metaverse spending. This is why you hold through short-volatility if fundamentals are intact. Sometimes all it takes is a change in narrative"  
[X Link](https://x.com/aleabitoreddit/status/1996586822189613538)  2025-12-04T14:26Z 13.6K followers, 10.6K engagements


"Fast Forward to 2026. If you saw this: $2.1B quarterly revenue (1337% Y/Y) $409.5M net income (442%) $XXXX EPS (362%) XXXX% net profit margin (123.8%) that held X AI companies which grow triple digits Y/Y (FSD robotaxis AI DCs). What market cap would that be"  
[X Link](https://x.com/aleabitoreddit/status/1996746497199874431)  2025-12-05T01:00Z 13.6K followers, 137.7K engagements


"As of current prices December 5th: The ideal AI portfolio for the LLM + TPU/GPU ramp would look like this: XX% $NBIS XX% $TSM XXXX% $LITE XX% $ALAB XX% $SMCI XX% $AMKR X% Samsung Electronics X% SK Hynix X% $CRDO X% $CLS X% $COHR X% $NVDA Calls XXX% $AVGO Calls XXX% $WLAC XXX% $MPWR XXX% $CIFR XXX% $IREN XXX% $TE XXX% $FLNC Just how I'd do it 1.3X margin. I'm pretty confident in this cooking"  
[X Link](https://x.com/aleabitoreddit/status/1996810382875177099)  2025-12-05T05:14Z 13.6K followers, 38.9K engagements


"Great idea to short $NBIS because you think it's the same $CRWV nice thesis $CRWV - $1.3B+ yearly debt interest large backlog from OpenAI $1.8B in cash left. $NBIS - Convertible notes structure where interest doesn't heavily cut into profitability diversified customer base for high utilization (shopify cursor governments hyperscalers like meta/msft) $4.8B+ in cash for buildout Robotaxi self driving car segments used by $UBER and scaling up to compete vs Waymo AI training segments funded by and used by $AMZN Anthropic and others XX% in subsidiary that most of the public companies use all 4"  
[X Link](https://x.com/aleabitoreddit/status/1997029704969367661)  2025-12-05T19:45Z 13.6K followers, 6039 engagements


"A short seller firm @Hedgeye is now shorting Nebius $NBIS. The stock price is now $XXXX. Their claim Nebius is Coreweave XXX. Coreweave $CRWV : - Small diversification in customers mainly hyperscalers quarter of their backlog is OpenAI. - $1.8B in cash left - $1.3B+/yearly in debt interest from toxic financing at 8-10% interest. Same thing as Nebius right Nebius $NBIS : - Highest diversification in the Neocloud market of customers from $META $MSFT governments $SHOP Mistral $NOW and many others. - $4.8B+ in cash left - $76.6M/yearly from note structure 40%+ OTM at X% interest. - FSD level 4"  
[X Link](https://x.com/aleabitoreddit/status/1997034977524121633)  2025-12-05T20:06Z 13.6K followers, 126.7K engagements


"Stock position updates: Sitting on high-conviction longs like $NBIS and writing options relatively lax weekend. Minor position adds updates from last week: $LITE - $XXXXX (+5.53%) - $XXXXXX Lite benefits from $NVDA Blackwell + $GOOGL v7 TPU rampup $AMKR - $XXXX (+18.4%) $XXXX Benefits from US-policy regarding Fab with $TSM. $SMCI - $XXXXX (+5.97%) $21.03B (60% Y/Y revenue growth going into next year the XX% drop for quarter backlog delay was unwarranted). $TTD - $XXXX (+3.78%) $XXXX Haven't seen too much news aside from $CRWV raising another $2B and tanking other Neoclouds. Or the $108B"  
[X Link](https://x.com/aleabitoreddit/status/1998057580472729941)  2025-12-08T15:50Z 13.6K followers, 31.3K engagements


"@LandoInvests Happy to debate $SMCI I put my thesis here on why it's bound for a recovery due to forward revenue backlog in Q2 2026"  
[X Link](https://x.com/aleabitoreddit/status/1998093888180170902)  2025-12-08T18:14Z 13.6K followers, XXX engagements


"@IncrediBadly $ALAB is an amazing buy. Higher margins than $NVDA and growing triple digits Y/Y. It's already down from it's $XXX high great recovery buy. Around here probably wouldn't do options but shares can't hurt for waiting"  
[X Link](https://x.com/aleabitoreddit/status/1998194002664075691)  2025-12-09T00:52Z 13.6K followers, XXX engagements


"Would you invest in SpaceX at a $XXX Trillion valuation"  
[X Link](https://x.com/aleabitoreddit/status/1998525092842844184)  2025-12-09T22:48Z 13.6K followers, 3028 engagements