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# ![@mvcinvesting Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1285902652111499265.png) @mvcinvesting M. V. Cunha

M. V. Cunha posts on X about $nbis, rklb, $rklb, $pgy the most. They currently have XXXXXX followers and 1787 posts still getting attention that total XXXXXX engagements in the last XX hours.

### Engagements: XXXXXX [#](/creator/twitter::1285902652111499265/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1285902652111499265/c:line/m:interactions.svg)

- X Week XXXXXXX -XX%
- X Month XXXXXXXXX +60%
- X Months XXXXXXXXXX +31%
- X Year XXXXXXXXXX +51,383%

### Mentions: XX [#](/creator/twitter::1285902652111499265/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1285902652111499265/c:line/m:posts_active.svg)

- X Week XX -XX%
- X Month XXX +44%
- X Months XXX +3.80%
- X Year XXXXX +8,590%

### Followers: XXXXXX [#](/creator/twitter::1285902652111499265/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1285902652111499265/c:line/m:followers.svg)

- X Week XXXXXX +3.10%
- X Month XXXXXX +12%
- X Months XXXXXX +89%
- X Year XXXXXX +4,339%

### CreatorRank: XXXXXXX [#](/creator/twitter::1285902652111499265/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1285902652111499265/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1285902652111499265/influence)
---

**Social category influence**
[finance](/list/finance)  #3577 [stocks](/list/stocks)  [technology brands](/list/technology-brands)  [countries](/list/countries)  [cryptocurrencies](/list/cryptocurrencies)  [luxury brands](/list/luxury-brands)  [fashion brands](/list/fashion-brands)  [automotive brands](/list/automotive-brands)  [social networks](/list/social-networks) 

**Social topic influence**
[$nbis](/topic/$nbis) #28, [rklb](/topic/rklb) #9, [$rklb](/topic/$rklb) #9, [$pgy](/topic/$pgy) #1, [stocks](/topic/stocks), [$dlo](/topic/$dlo), [clickhouse](/topic/clickhouse), [market cap](/topic/market-cap), [investment](/topic/investment), [$rmspa](/topic/$rmspa)

**Top assets mentioned**
[Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [Pagaya Technologies Ltd. Class A Ordinary Shares (PGY)](/topic/$pgy) [DLocal Limited Class A Common Shares (DLO)](/topic/$dlo) [Shopify Inc (SHOP)](/topic/$shop) [Hundred Million (100M)](/topic/$100m) [Goldman Sachs (GS)](/topic/goldman-sachs) [IHS Holding Limited (IHS)](/topic/$ihs) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [CoreWeave, Inc. (CRWV)](/topic/$crwv) [NuCypher (NU)](/topic/$nu) [American Tower Corp (AMT)](/topic/$amt) [Crown Castle Inc (CCI)](/topic/$cci) [Iris Energy Limited Ordinary Shares (IREN)](/topic/$iren) [Bitcoin (BTC)](/topic/bitcoin) [Alvotech Ordinary Shares (ALVO)](/topic/$alvo) [MercadoLibre Inc (MELI)](/topic/$meli) [BBB Foods Inc. (TBBB)](/topic/$tbbb) [Dream Finders Homes, Inc. Class A Common Stock (DFH)](/topic/$dfh)
### Top Social Posts [#](/creator/twitter::1285902652111499265/posts)
---
Top posts by engagements in the last XX hours

"Benchmark raised its Price Target on $PGY from $XX to $XX and keeps a Buy rating 🟢 Improved sentiment had been driven primarily by the strength of the company's Q1 report but many investors were still looking for confirmation that $PGY was on track for sustained profitable growth. The companys preliminary Q2 operating results which exceeded expectations across the board "clearly provided the validation many had been seeking.""  
![@mvcinvesting Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1285902652111499265.png) [@mvcinvesting](/creator/x/mvcinvesting) on [X](/post/tweet/1946173661427220811) 2025-07-18 11:42:13 UTC 48.1K followers, 17.7K engagements


"JUST IN: $DLO is now a Direct Participant of Pix Brazils instant payment system operated by the Banco Central do Brasil 🔥 Direct participation means even more autonomy and flexibility to co-create payment experiences tailored to the needs of global enterprises while staying fully aligned with Brazils evolving payment infrastructure. Great news"  
![@mvcinvesting Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1285902652111499265.png) [@mvcinvesting](/creator/x/mvcinvesting) on [X](/post/tweet/1943710520957174045) 2025-07-11 16:34:35 UTC 48.1K followers, 17.8K engagements


"JUST IN: $PGY Announces Preliminary Q2 Results 🔥 The stock is up 10.5%. I literally started a position during yesterdays flash dip right when rumors about Trump firing Powell started circulating. My subscribers were alerted. Preliminary Q2 2025 Results: Network Volume: $2.6B (vs. $2.3$2.5B guided) Total Revenue: $326M (vs. $290$310M guided) GAAP Net Income: $17M (vs. $0$10M guided) Adjusted EBITDA: $86M (vs. $75$90M guided) Too cheap to ignore"  
![@mvcinvesting Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1285902652111499265.png) [@mvcinvesting](/creator/x/mvcinvesting) on [X](/post/tweet/1945828379795554597) 2025-07-17 12:50:12 UTC 48.1K followers, 24.2K engagements


"Two Avride self-driving cars spotted in Austin Texas. The company has been quietly testing its AVs for some time and aims to deploy XXX robotaxis later this year. $NBIS owns XXX% of Avride"  
![@mvcinvesting Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1285902652111499265.png) [@mvcinvesting](/creator/x/mvcinvesting) on [X](/post/tweet/1942265350889914679) 2025-07-07 16:51:59 UTC 48.1K followers, 77K engagements


"3) $RMS.PA This is one of my favorite companies in the entire world. Herms is a global leader in luxury renowned for its craftsmanship exclusivity and timeless designs particularly in leather goods silk scarves and ready-to-wear The company maintains strict control over production ensuring unparalleled quality and a strong brand identity Herms has huge pricing power with products that often appreciate in value creating a sense of exclusivity and scarcity Its DTC model with limited wholesale exposure enhances margins and customer relationships as well as helps to maintain its luxury brand"  
![@mvcinvesting Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1285902652111499265.png) [@mvcinvesting](/creator/x/mvcinvesting) on [X](/post/tweet/1869744991616081964) 2024-12-19 14:01:58 UTC 48.1K followers, 5077 engagements


"For everyone asking what I plan to do: $RKLB's valuation has always seemed too stretched and I think it always will. I dont blame anyone for taking profits here it's definitely a legitimate decision. But my original thesis was based on $RKLB's potential to become a $100B+ company in the long run and that view hasnt changed. Its the only stock in the world that made me set aside my numbers cruncher mindset and Im glad it did. This company is positioned to lead in a trillion-dollar industry with extremely high barriers to entry. I genuinely believe its moat alone could be worth tens of billions"  
![@mvcinvesting Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1285902652111499265.png) [@mvcinvesting](/creator/x/mvcinvesting) on [X](/post/tweet/1945818035517861981) 2025-07-17 12:09:05 UTC 48.1K followers, 57.6K engagements


"I'm a highly concentrated investor and many of you have been asking me to share some names from my watchlist. Here are X stocks with market caps under $5B that have strong potential to deliver solid returns in the coming years: 🧵👇🏻 1) $IREN Ive always been somewhat skeptical about $IREN mainly because I initially viewed it purely as a Bitcoin mining company. Even after learning about their growing AI segment I struggled to see how they could realistically compete in the AI cloud market. But it turns out thats not the point. The investment thesis is actually quite straightforward: $IREN is"  
![@mvcinvesting Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1285902652111499265.png) [@mvcinvesting](/creator/x/mvcinvesting) on [X](/post/tweet/1940458116308451614) 2025-07-02 17:10:41 UTC 48.1K followers, 242K engagements


"Besides OpenAI Anthropic is also using ClickHouse to scale observability for the AI era. 👀 Remember: $NBIS owns a XX% stake in ClickHouse. ClickHouse recently revealed that Anthropic is leveraging its solution to handle observability at AI scale replacing legacy tools that couldnt keep up with the volume latency or cost efficiency required for Claude and its expanding enterprise footprint. Were talking billions of log entries per day ultra-fast queries and sub-second responsiveness all in real time. ClickHouse isnt just fast. Its battle-tested open-source cloud-native and purpose-built for"  
![@mvcinvesting Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1285902652111499265.png) [@mvcinvesting](/creator/x/mvcinvesting) on [X](/post/tweet/1942336758781296692) 2025-07-07 21:35:44 UTC 48.1K followers, 22.7K engagements


"3) $OPRA $OPRA is a very profitable fast-growing software company best known for its browsers including Opera One Opera Mini and Opera GX which together serve 293M monthly active users across desktop and mobile platforms. Initially recognized for its strong presence in emerging markets $OPRA is now shifting focus to high-ARPU users in Western markets where MAUs have grown XX% over the past four years. This shift has led to a 3.6x ARPU increase demonstrating Operas ability to improve monetization at scale. The company stands out for its history of innovation being the first to introduce key"  
![@mvcinvesting Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1285902652111499265.png) [@mvcinvesting](/creator/x/mvcinvesting) on [X](/post/tweet/1940458123258429901) 2025-07-02 17:10:43 UTC 48.1K followers, 22K engagements


"VERY interesting news. Shopify is partnering with $NBIS to access large-scale training clusters as it ramps up investment in GenAI tools across its platform. 👀 In a recent blog post Shopify outlined its evolving infrastructure strategy to support internal AI/ML efforts. Alongside GCP its primary infrastructure provider Shopify is engaging with neo-cloud providers like $NBIS to access cutting-edge GPU hardware and enable large-scale model training. What makes this especially noteworthy: CentML recently acquired by NVIDIA is one of Shopifys key GPU optimization partners. Importantly CentML is"  
![@mvcinvesting Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1285902652111499265.png) [@mvcinvesting](/creator/x/mvcinvesting) on [X](/post/tweet/1942958640652038380) 2025-07-09 14:46:53 UTC 48.1K followers, 70.1K engagements


"One year. Today marks one year since I finished my MSc in Finance and decided to start creating content here. I cant fully express how much this has changed my life. All I can say is thank you for being part of it"  
![@mvcinvesting Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1285902652111499265.png) [@mvcinvesting](/creator/x/mvcinvesting) on [X](/post/tweet/1946189032737694121) 2025-07-18 12:43:18 UTC 48.1K followers, 39.5K engagements


"Many people unfamiliar with the sector misunderstood this post so heres a quick clarification: I only compared $NBIS to hyperscalers and CoreWeave because other providers simply arent in the same league when it comes to performance and reliability. This isnt about being the lowest-cost provider thankfully this isnt a commoditized market (at least for now). While cheaper options exist that doesnt tell the full story. What sets $NBIS apart is delivering the best performance per dollar by combining competitive pricing with a high-quality reliable full-stack cloud experience. Its not just"  
![@mvcinvesting Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1285902652111499265.png) [@mvcinvesting](/creator/x/mvcinvesting) on [X](/post/tweet/1944439061902434740) 2025-07-13 16:49:32 UTC 48.1K followers, 37.4K engagements


"Please share ideas for new stocks to research. Preferably: Market cap: $100M$5B Share price: $X Founder-led with skin in the game Underfollowed Consistently growing No need for capital raises soon FCF+ or near breakeven What are you buying 👇🏻👀"  
![@mvcinvesting Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1285902652111499265.png) [@mvcinvesting](/creator/x/mvcinvesting) on [X](/post/tweet/1870858674845229436) 2024-12-22 15:47:21 UTC 48.1K followers, 234.3K engagements


"Exactly one month after I published my article outlining the key upcoming catalysts for $NBIS one of them has started to materialize. Today's coverage from Goldman Sachs is more than just a rating its likely the beginning of a broader wave of institutional awareness. As I said: Sell-side coverage is often the first domino that triggers institutional inflows. Lets see which firm follows next"  
![@mvcinvesting Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1285902652111499265.png) [@mvcinvesting](/creator/x/mvcinvesting) on [X](/post/tweet/1944725855025971474) 2025-07-14 11:49:09 UTC 48.1K followers, 34.3K engagements


"What was supposed to be a bloody Monday turned out to be one of the best days ever for my portfolio. The main contributors were my two largest positions: $NBIS +17.3% $RKLB +10.7% Grateful"  
![@mvcinvesting Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1285902652111499265.png) [@mvcinvesting](/creator/x/mvcinvesting) on [X](/post/tweet/1944850842420670602) 2025-07-14 20:05:49 UTC 48.1K followers, 48.4K engagements


"Just before the 4th of July weekend I asked for stock ideas to explore over the break. Out of 200+ suggestions many of which I already knew $PGY caught my attention. Yesterday I published an 8000+ words Deep Dive on the company. You can find it in the usual place"  
![@mvcinvesting Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1285902652111499265.png) [@mvcinvesting](/creator/x/mvcinvesting) on [X](/post/tweet/1945120835569635485) 2025-07-15 13:58:40 UTC 48.1K followers, 58.4K engagements


"If you follow my work you know I place a lot of weight on who's leading the companies I invest in. For $RKLB its Founder and CEO Peter Beck was a key reason I decided to back this space innovator. Heres a thread on why I see him as the best leader in the sector: 🧵👇🏻"  
![@mvcinvesting Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1285902652111499265.png) [@mvcinvesting](/creator/x/mvcinvesting) on [X](/post/tweet/1942921331407831344) 2025-07-09 12:18:37 UTC 48.1K followers, 67K engagements


"I'm almost done with my Deep Dive on $PGY. Subscribe to the newsletter via the link in my bio to get it firsthand"  
![@mvcinvesting Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1285902652111499265.png) [@mvcinvesting](/creator/x/mvcinvesting) on [X](/post/tweet/1944803113145131186) 2025-07-14 16:56:09 UTC 48.1K followers, 21.1K engagements


"$PGY looks very interesting. Is anyone here following this name"  
![@mvcinvesting Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1285902652111499265.png) [@mvcinvesting](/creator/x/mvcinvesting) on [X](/post/tweet/1941938958461469010) 2025-07-06 19:15:01 UTC 48.1K followers, 77.1K engagements


"I just published my Deep Dive on $CLPT. 👀 Looking forward to hearing your thoughts Hope you all have a great weekend"  
![@mvcinvesting Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1285902652111499265.png) [@mvcinvesting](/creator/x/mvcinvesting) on [X](/post/tweet/1931060309336248341) 2025-06-06 18:47:09 UTC 48.1K followers, 101.1K engagements


"2. Valuation As shown below analysts expect $CDLR to generate 723.8M in EBITDA by 2027. The best part By then the company will have already moved past its peak CapEx cycle meaning FCF conversion is expected to reach over 50%. Even with a conservative 5x EBITDA multiple (10x FCF) $CDLR would trade at a 3.6B valuation in 2027 an upside of XXX% from todays price. But lets be honest a company with XX% EBITDA margins deserves a much higher multiple. I wouldnt be surprised to see it trading at 10x or even 15x EBITDA which would turn it into a multibagger within just a couple of years. Even if you"  
![@mvcinvesting Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1285902652111499265.png) [@mvcinvesting](/creator/x/mvcinvesting) on [X](/post/tweet/1905234966297874779) 2025-03-27 12:26:28 UTC 48.1K followers, 5074 engagements


"I didn't get the chance to listen to all the earnings calls I intended to this week. Here are a few I plan to catch up on: IHS $IHS Alvotech $ALVO Despegar $DESP Dlocal $DLO $NU was incredible as always"  
![@mvcinvesting Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1285902652111499265.png) [@mvcinvesting](/creator/x/mvcinvesting) on [X](/post/tweet/1824527727208112424) 2024-08-16 19:24:42 UTC 48.1K followers, 2332 engagements


"@AlvaroMysterio Actually even lower. XX% less than AWS XX% less than GCP and about XX% less than CoreWeave"  
![@mvcinvesting Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1285902652111499265.png) [@mvcinvesting](/creator/x/mvcinvesting) on [X](/post/tweet/1944399406729404643) 2025-07-13 14:11:58 UTC 48.1K followers, 3247 engagements


"$PGY is down XX% following its announcement of a $450M private debt raise but the market might be getting it completely wrong. The company is issuing senior unsecured notes due 2030 to repay credit facilities and $75M in other secured borrowings most of which carry interest rates around 12.5%. This move: - Reduces interest expenses - Extends debt maturity to 2030 - Improves capital structure - Comes with zero dilution (non-convertible bonds) - Directly improves GAAP Net Income The sell-off likely stems from the stock being overbought (RSI was 86) but even here I believe the price remains"  
![@mvcinvesting Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1285902652111499265.png) [@mvcinvesting](/creator/x/mvcinvesting) on [X](/post/tweet/1947647365755621486) 2025-07-22 13:18:12 UTC 48.1K followers, 37.8K engagements


"$NBIS just raised self-service GPU quotas again. 👀 You can now deploy up to XX NVIDIA H200 GPUs on demand no team contact needed. Thats enough to train 153B tokens of an 8B LLM in just one week. The same quota (32) is now also available for H100 GPUs in their Finland data center"  
![@mvcinvesting Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1285902652111499265.png) [@mvcinvesting](/creator/x/mvcinvesting) on [X](/post/tweet/1925226838516805876) 2025-05-21 16:27:01 UTC 48.1K followers, 20.3K engagements


"I missed this news from yesterday: ClickHouse Cloud joins the new AWS Marketplace AI Agents and Tools category with a remote MCP server for a turn-key AI-to-data connectivity 👀"  
![@mvcinvesting Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1285902652111499265.png) [@mvcinvesting](/creator/x/mvcinvesting) on [X](/post/tweet/1945903796023881742) 2025-07-17 17:49:52 UTC 48.1K followers, 30.1K engagements


"7. $IHS $IHS provides mission-critical communications infrastructure helping to facilitate mobile coverage across XX markets with a combined population of 780M people. The company primarily focuses on owning and operating telecom towers similar to $AMT and $CCI but with a unique emphasis on emerging markets particularly in Africa. Nigeria is its largest market but its also expanding in Brazil. Despite strong operational execution including expanding its tower portfolio and penetrating key markets $IHS has faced a sharp decline in its stock price over the past few years mainly due to exposure"  
![@mvcinvesting Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1285902652111499265.png) [@mvcinvesting](/creator/x/mvcinvesting) on [X](/post/tweet/1875948090781253950) 2025-01-05 16:50:52 UTC 48.1K followers, 9695 engagements


"Im all for a healthy correction. Volatility works in our favor"  
![@mvcinvesting Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1285902652111499265.png) [@mvcinvesting](/creator/x/mvcinvesting) on [X](/post/tweet/1947395345908175252) 2025-07-21 20:36:45 UTC 48.1K followers, 26.8K engagements


"Yesterday someone asked Jim Cramer what he thinks about $NBIS. He said: "Just buy CoreWeave and don't deviate." Bullish. 😂"  
![@mvcinvesting Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1285902652111499265.png) [@mvcinvesting](/creator/x/mvcinvesting) on [X](/post/tweet/1945484380597535188) 2025-07-16 14:03:16 UTC 48.1K followers, 60.2K engagements


"$NBIS just closed above $55/share for the first time ever. 🔥 My thesis is still far from fully playing out. IMO this is just the beginning"  
![@mvcinvesting Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1285902652111499265.png) [@mvcinvesting](/creator/x/mvcinvesting) on [X](/post/tweet/1939776425478721572) 2025-06-30 20:01:53 UTC 48.1K followers, 58.2K engagements


"4) $CDLR Pure-play offshore wind services company specializing in transportation and installation of turbines not manufacturing. Essential for wind farm construction maintenance and decommissioning Industry tailwinds offshore wind is crucial for the global energy transition with Europe leading the way and U.S. & Asia ramping up efforts Supply-demand imbalance far fewer vessels than needed giving $CDLR pricing power (day rates have 5xed since 2020) Expanding fleet currently at X vessels with X more launching by 2025 boosting capacity and revenue potential Strong backlog of 2.4B up from 0.9B in"  
![@mvcinvesting Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1285902652111499265.png) [@mvcinvesting](/creator/x/mvcinvesting) on [X](/post/tweet/1896677417110094323) 2025-03-03 21:41:49 UTC 48.1K followers, 6488 engagements


"🚨 JUST IN: The U.S. government is actively seeking alternatives to SpaceX for Trumps Golden Dome missile shield program per Reuters. While SpaceX remains the dominant player in launch capabilities officials say its share of the program could shrink. The U.S. is already engaging with emerging players like $RKLB and Stoke Space signaling a broader diversification strategy"  
![@mvcinvesting Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1285902652111499265.png) [@mvcinvesting](/creator/x/mvcinvesting) on [X](/post/tweet/1947629633597280635) 2025-07-22 12:07:44 UTC 48.1K followers, 25.3K engagements


"JUST IN: $NBIS AI Studio adds Devstral the leading open-source LLM for coding agents. 🔥 Nebius AI Studio the companys Inference-as-a-Service platform has just integrated Devstral from Mistral AI a high-performance open-source language model optimized for software engineering. Ranked 1st on SWE-Bench Verified Designed for agentic reasoning and complex codebases Supports a 128K-token context window for extended code input Devstral is now available for instant inference on Nebius AI Studio"  
![@mvcinvesting Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1285902652111499265.png) [@mvcinvesting](/creator/x/mvcinvesting) on [X](/post/tweet/1938177009496031279) 2025-06-26 10:06:23 UTC 48.1K followers, 21.5K engagements


"From micro to small mid large and mega caps Here are XX stocks I'm watching for 2025 and WHY: 👇🏻🧵 X. $MELI $MELI is IMO a no-brainer company to buy and hold for the next decades. Leading e-commerce and fintech platform in Latin America offering a wide range of services from online shopping to digital payments logistics and advertising solutions Benefits from a strong network effect with increasing consumer participation driving more merchants and vice versa solidifying its dominant position in the region Its robust logistics infrastructure and payments ecosystem (Mercado Pago) enhance"  
![@mvcinvesting Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1285902652111499265.png) [@mvcinvesting](/creator/x/mvcinvesting) on [X](/post/tweet/1873114710356443567) 2024-12-28 21:12:02 UTC 48.1K followers, 486.6K engagements


"Exactly one year ago $NBIS was launched. Yes this $12.5B company on track to end 2025 with $1B in ARR is only one year old. That alone should tell you how early we still are. If youre wondering how thats even possible heres the story behind $NBIS' origin: 👇🏻 The story of Nebius Group begins inside one of the most iconic tech companies to emerge from Eastern Europe: Yandex. Often dubbed the Google of Russia Yandex was a digital powerhouse dominating search maps ride-hailing e-commerce and AI in Russia and surrounding markets. At its peak it was a $30B company and one of the most successful"  
![@mvcinvesting Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1285902652111499265.png) [@mvcinvesting](/creator/x/mvcinvesting) on [X](/post/tweet/1945090862226026634) 2025-07-15 11:59:34 UTC 48.1K followers, 41.4K engagements


"JUST IN: Goldman Sachs initiated coverage of $NBIS with a Buy rating and $XX Price Target 🟢 The analyst notes that the company is well-positioned thanks to its full-stack software offering cost advantages and large-scale expertise. Goldman sees a favorable risk/reward profile at current share levels and expects a supportive catalyst path over the next XX months to drive continued outperformance"  
![@mvcinvesting Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1285902652111499265.png) [@mvcinvesting](/creator/x/mvcinvesting) on [X](/post/tweet/1944683419016790333) 2025-07-14 09:00:32 UTC 48.1K followers, 108.8K engagements


"Im very likely to open a new position next week so Id actually welcome a meaningful dip from this new round of tariffs. Volatility is our friend"  
![@mvcinvesting Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1285902652111499265.png) [@mvcinvesting](/creator/x/mvcinvesting) on [X](/post/tweet/1944055474145341744) 2025-07-12 15:25:18 UTC 48.1K followers, 38.5K engagements


"I could be happy seeing $PGY up XXXX% the day after I started a position but honestly Im a bit annoyed. I was planning to at least double my position before Q2 results but they went ahead and dropped a preliminary report today. Still a bargain though"  
![@mvcinvesting Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1285902652111499265.png) [@mvcinvesting](/creator/x/mvcinvesting) on [X](/post/tweet/1945914629219057918) 2025-07-17 18:32:55 UTC 48.1K followers, 39.1K engagements


"Its kinda funny how some people trash those who are profiting from their high-conviction plays (shitcos aside of course). Way too many folks care more about sounding smart than being right and making money. You can surely have both just dont put your ego over results"  
![@mvcinvesting Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1285902652111499265.png) [@mvcinvesting](/creator/x/mvcinvesting) on [X](/post/tweet/1945851991973863560) 2025-07-17 14:24:01 UTC 48.1K followers, 17.4K engagements


"7) $TBBB Ive written a Deep Dive on this company which you can find in my newsletter archive feel free to check it out via the link in my bio. $TBBB is Mexicos leading hard discount grocery retailer operating under the Tiendas 3B brand short for Bueno Bonito y Barato (Good Nice and Affordable). Founded in 2005 $TBBB pioneered the hard discount model in Mexico and has grown into a national powerhouse with over 2900 stores and XX distribution centers. The strategy is simple yet powerful: a curated assortment of XXX high-rotation SKUs (branded private label and rotating spot deals) lean"  
![@mvcinvesting Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1285902652111499265.png) [@mvcinvesting](/creator/x/mvcinvesting) on [X](/post/tweet/1940458144490004961) 2025-07-02 17:10:48 UTC 48.1K followers, 17.8K engagements


"2) $DCTH $DCTH is scaling up U.S. sales of its FDA-approved HEPZATO KIT for metastatic uveal melanoma (mUM) and momentum is building. Its the first and only FDA-approved whole-liver directed therapy. PHP therapy also has potential to treat additional solid tumors which could significantly expand the companys addressable market in the coming years (well likely know more about this in 2025/2026). mUM has the lowest incidence among liver-dominant cancers so expansion into other tumor types would be absolutely game-changing. Even without that expansion the current valuation looks attractive based"  
![@mvcinvesting Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1285902652111499265.png) [@mvcinvesting](/creator/x/mvcinvesting) on [X](/post/tweet/1940458119680680214) 2025-07-02 17:10:42 UTC 48.1K followers, 26.4K engagements


"Founder-led companies tend to outperform the S&P XXX by a significant margin. Here are XX () stocks that fit this description: 👇🏻🧵 $HITI $HIMS $RKLB $REAX $GRAB $TMDX $HOOD $MELI $NU $REGN $UUUU $LGCY $GAMB $EXEL $LIF $SEZL $S $HROW $MNDY $ZS $ADYEN $ABNB $CRWD $SHOP $CRM $APP $DDOG $TTD $SPOT $ALVO $RDDT $FTNT $ML $PATH $PL $INDI $NVTS $LMND $ROOT $ASTS $IREN $PAYC $AXON $CPNG $IHS $DUOL $GMAB $RELY $VIST $ALAB *Note: While being founder-led can be a positive indicator it alone doesnt guarantee a company's success. This is simply a list of companies to explore further be sure to conduct"  
![@mvcinvesting Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1285902652111499265.png) [@mvcinvesting](/creator/x/mvcinvesting) on [X](/post/tweet/1866594368720617619) 2024-12-10 21:22:31 UTC 48.1K followers, 43.4K engagements


"50 weeks after my initial purchase $RKLB is officially a 10-bagger in my portfolio. Not a bad way to start the day. 🤜🏻🤛🏻"  
![@mvcinvesting Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1285902652111499265.png) [@mvcinvesting](/creator/x/mvcinvesting) on [X](/post/tweet/1945805014477287847) 2025-07-17 11:17:21 UTC 48.1K followers, 77.7K engagements


"$PGY is sharply accelerating revenue growth up over XX% in the preliminary Q2 results. Thats the fastest growth rate in X years and we still have rate cuts ahead as a major tailwind. Accelerating top-line + operating leverage + multiple expansion = a VERY powerful setup"  
![@mvcinvesting Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1285902652111499265.png) [@mvcinvesting](/creator/x/mvcinvesting) on [X](/post/tweet/1947014522616660463) 2025-07-20 19:23:30 UTC 48.1K followers, 17.3K engagements


"4) $DFH $DFH is one of the fastest-growing homebuilders in the U.S. operating in high-growth low-cost markets like Florida Texas and the Carolinas. The company focuses on delivering affordable entry-level and move-up homes which positions it well to serve the ongoing U.S. housing shortage. Its land-light capital-efficient business model is a key differentiator. $DFH avoids holding land directly and instead controls it through option contracts allowing for nimble just-in-time lot purchases that reduce balance sheet risk boost inventory turnover and enhance return on equity. From 2019 to 2024"  
![@mvcinvesting Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1285902652111499265.png) [@mvcinvesting](/creator/x/mvcinvesting) on [X](/post/tweet/1940458127943414133) 2025-07-02 17:10:44 UTC 48.1K followers, 20.6K engagements


"🚨 $NBIS just published its pricing for NVIDIA B200 GPUs: $5.50/hour. Meanwhile AWS GCP and $CRWV also offer B200s but at much higher rates: AWS: $14+/hour GCP: $12+/hour $CRWV: $8.60/hour This is the power of vertical integration delivering the best performance per dollar. Those arent my words thats what $NBIS' customers have been saying"  
![@mvcinvesting Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1285902652111499265.png) [@mvcinvesting](/creator/x/mvcinvesting) on [X](/post/tweet/1944395369003053248) 2025-07-13 13:55:55 UTC 48.1K followers, 199.2K engagements


"JUST IN: Citi raised its Price Target on $RKLB from $XX to $XX and keeps a Buy rating 🟢"  
![@mvcinvesting Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1285902652111499265.png) [@mvcinvesting](/creator/x/mvcinvesting) on [X](/post/tweet/1944734958326538244) 2025-07-14 12:25:20 UTC 48.1K followers, 45.7K engagements


"ClickHouse was originally developed inside Yandex. In 2021 it was spun out as a separate U.S.-based company and Yandexs ownership was diluted down to XX% following external funding rounds. Those XX% are what $NBIS owns today after the restructuring that separated Yandexs Russian and Western assets"  
![@mvcinvesting Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1285902652111499265.png) [@mvcinvesting](/creator/x/mvcinvesting) on [X](/post/tweet/1943353240986292608) 2025-07-10 16:54:53 UTC 48K followers, 1593 engagements


"4) $RMS.PA This is easily one of my favorite companies in the world. When you can sell handbags for hundreds of thousands of dollars and even have those products appreciate in value youve clearly mastered the art of pricing power. Herms isnt just a brand its a symbol of exclusivity craftsmanship and timeless design. By maintaining strict control over production and focusing on a direct-to-consumer model Herms protects its margins strengthens customer relationships and reinforces its luxury image. Even during economic downturns Herms remains resilient thanks to its affluent customer base and"  
![@mvcinvesting Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1285902652111499265.png) [@mvcinvesting](/creator/x/mvcinvesting) on [X](/post/tweet/1878472462037373323) 2025-01-12 16:01:49 UTC 48.1K followers, 27.5K engagements


"I understand that but I believe the worst is behind us and those risks are more than priced in. The decline in take rate has been happening across the sector (just look at Adyen for example) and the slightly steeper drop at $DLO has reasonable justifications. Id rather see them prioritize TPV growth and retention of Tier X merchants than fight for marginal improvements in take rate. It's now close to stabilizing and could even rebound as $DLO's gross margins are recovering and the company shifts its volume mix toward higher-margin geographies. That shift is also gradually helping to mitigate"  
![@mvcinvesting Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1285902652111499265.png) [@mvcinvesting](/creator/x/mvcinvesting) on [X](/post/tweet/1940732521035018311) 2025-07-03 11:21:04 UTC 48.1K followers, 2606 engagements


"Why is this important for $NBIS 👇🏻 I usually dont put much weight on analysts price targets but this one is different. Not because of the specific assumptions behind the $XX valuation but because of the awareness it brings. The key lies in $NBIS' unconventional path to the public markets. Due to its origins within Yandex Nebius skipped the traditional IPO process entirely. There was no roadshow no investor marketing and virtually no institutional outreach. In fact according to the companys Founder and CEO the public listing came as a surprise. On a Friday Nasdaq called to inform them that"  
![@mvcinvesting Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1285902652111499265.png) [@mvcinvesting](/creator/x/mvcinvesting) on [X](/post/tweet/1944699371234165059) 2025-07-14 10:03:55 UTC 48.1K followers, 55.5K engagements


"5) $IHS $IHS provides mission-critical communications infrastructure helping to facilitate mobile coverage across XX markets with a combined population of 780M people The company primarily focuses on owning and operating telecom towers similar to $AMT and $CCI but with a unique emphasis on emerging markets particularly in Africa. Nigeria is its largest market but its also expanding in Brazil Despite strong operational execution including expanding its tower portfolio and penetrating key markets $IHS has faced a sharp decline in its stock price over the past few years mainly due to exposure to"  
![@mvcinvesting Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1285902652111499265.png) [@mvcinvesting](/creator/x/mvcinvesting) on [X](/post/tweet/1896677421274812630) 2025-03-03 21:41:50 UTC 48.1K followers, 5679 engagements


"JUST IN: Moonvalley one of $NBIS' customers has launched Marey the worlds first generative video model trained exclusively on licensed HD footage. 👀 This marks a significant milestone for the creative industry. Marey enables filmmakers and content creators to control each scene with precision transferring poses and motion dynamics between takes. The result is visually consistent 1080p footage free from distracting artifacts and licensing concerns a major leap forward in AI-driven storytelling. $NBIS provided the compute infrastructure powering this achievement. Its team quickly adapted to"  
![@mvcinvesting Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1285902652111499265.png) [@mvcinvesting](/creator/x/mvcinvesting) on [X](/post/tweet/1947244842691534919) 2025-07-21 10:38:43 UTC 48.1K followers, 48.9K engagements


"JUST IN: After OpenAI and Anthropic heres another major player relying on ClickHouse where $NBIS holds a XX% stake to scale AI observability: Tesla 👀 To monitor everything from Gigafactories to millions of connected vehicles Tesla built a custom observability system powered by ClickHouse that: - Ingests tens of millions of rows/sec - Stores trillions of metric samples - Managing tens of billions of unique time series In our opinion data in ClickHouse is better than data anywhere else. No other system lets you slice and dice your data ask interesting questions and get answers in an acceptable"  
![@mvcinvesting Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1285902652111499265.png) [@mvcinvesting](/creator/x/mvcinvesting) on [X](/post/tweet/1943350062458744937) 2025-07-10 16:42:15 UTC 48.1K followers, 60K engagements


"2) $GOOGL The undisputed leader in online search and digital advertising with a global reach that drives over XX% of global search traffic Its dominant position in digital advertising is complemented by high-margin businesses in cloud computing YouTube and much more providing diversification beyond search $GOOGL excels in innovation with strong investments in AI autonomous vehicles (Waymo) and other emerging technologies (Quantum Computing AI chips drone deliveries.) positioning itself at the forefront of the next digital revolution Often underappreciated $GOOGL is and will continue to be one"  
![@mvcinvesting Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1285902652111499265.png) [@mvcinvesting](/creator/x/mvcinvesting) on [X](/post/tweet/1869744987425960057) 2024-12-19 14:01:57 UTC 48.1K followers, 5130 engagements


"JUST IN: $DLO and RizRemit team up to accelerate cross-border remittances across Africa and Asia 👀 Through a single integration with $DLO RizRemit is gaining the tools to make delivery simpler and more in tune with how people actually move money. Backed by this infrastructure RizRemit can provide its users access to domestic bank rails and popular eWallets like OPay in Nigeria or JazzCash and EasyPaisa in Pakistan ensuring recipients receive funds through the channels they trust and use. The result is lower operational complexity faster settlement times and greater flexibility without"  
![@mvcinvesting Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1285902652111499265.png) [@mvcinvesting](/creator/x/mvcinvesting) on [X](/post/tweet/1947997783857791347) 2025-07-23 12:30:38 UTC 48.1K followers, 9523 engagements


"Sunday is the best day of the week to explore new stock ideas. What are you buying 👀👇🏻 Preferably: Market cap: $100M$3B Founder-led Strong track record No need for capital raises soon Growing industry I might write a thread about the best pick this time"  
![@mvcinvesting Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1285902652111499265.png) [@mvcinvesting](/creator/x/mvcinvesting) on [X](/post/tweet/1875914726972289493) 2025-01-05 14:38:18 UTC 48.1K followers, 80.7K engagements


"3) $RKLB Some might call me crazy for this but the global space economy is only just beginning to take off and $RKLB is one of the few companies I can confidently say isnt going anywhere. As the leader in small launches with its Electron rocket $RKLB has already democratized access to space. Now with the upcoming Neutron rocket poised to challenge SpaceXs monopoly in medium launches $RKLB is cementing its position as a critical player in the space industry. But $RKLB's vision goes far beyond rockets. As one of the most vertically integrated space companies in the world its building an"  
![@mvcinvesting Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1285902652111499265.png) [@mvcinvesting](/creator/x/mvcinvesting) on [X](/post/tweet/1878472458891628691) 2025-01-12 16:01:49 UTC 48.1K followers, 28.7K engagements


"$HITI Closes on $30M Convertible Debt from Cronos Group Inc. If this means Germany is coming Im all for it. Traditional non-dilutive funding probably wasnt an option anymore so they tapped Cronos a LP sitting on $800M+ in cash and doing very little with it. Yes this likely means dilution will come at some point. But the operating leverage from entering the German medical cannabis market could easily make up for that. Also its worth noting that the X% interest rate is significantly lower than any of their previous financing so Im quite pleased with the terms"  
![@mvcinvesting Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1285902652111499265.png) [@mvcinvesting](/creator/x/mvcinvesting) on [X](/post/tweet/1945588352503218317) 2025-07-16 20:56:25 UTC 48.1K followers, 14.8K engagements


"I recently added a new position to my portfolio. In my view this is a potentially asymmetric opportunity with explosive upside over the next 2-5 years. Heres a detailed breakdown of my investment thesis for $CLPT: 👇🏻🧵"  
![@mvcinvesting Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1285902652111499265.png) [@mvcinvesting](/creator/x/mvcinvesting) on [X](/post/tweet/1940788040559128767) 2025-07-03 15:01:41 UTC 48.1K followers, 68.9K engagements


"Two small-cap stocks I've been actively researching: $GAMB $ASPI Any recommendations Preferably ones with founder-led leadership"  
![@mvcinvesting Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1285902652111499265.png) [@mvcinvesting](/creator/x/mvcinvesting) on [X](/post/tweet/1859202961634677037) 2024-11-20 11:51:43 UTC 48.1K followers, 24.4K engagements


"I just published a free article on a $75M microcap youve never heard of: $HYDTF / $NURS.V - Founder-led - XXX% revenue CAGR over the past X years - Revenue expected to 6x this year - GAAP profitable - Zero analyst coverage - Similarities with $HIMS However I also came across a few red flags that kept me from investing at least for now. Link in bio"  
![@mvcinvesting Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1285902652111499265.png) [@mvcinvesting](/creator/x/mvcinvesting) on [X](/post/tweet/1938318238938460552) 2025-06-26 19:27:35 UTC 48.1K followers, 65.4K engagements


"Please share ideas for new stocks to research. Preferably: Market cap: $100M$5B Founder-led with skin in the game Underfollowed Consistently growing No need for capital raises soon FCF+ or near breakeven What are you buying 👇🏻👀"  
![@mvcinvesting Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1285902652111499265.png) [@mvcinvesting](/creator/x/mvcinvesting) on [X](/post/tweet/1893381362754662795) 2025-02-22 19:24:28 UTC 48.1K followers, 198K engagements


"@HumanPerson411 Right now $RMS.PA $TMDX $ASML $AMZN $NU $V $ASPN $DLO but I make some adjustments from time to time"  
![@mvcinvesting Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1285902652111499265.png) [@mvcinvesting](/creator/x/mvcinvesting) on [X](/post/tweet/1843269869749629031) 2024-10-07 12:39:17 UTC 48.1K followers, 1047 engagements


"Ive been talking about this for a while now but heres direct confirmation from someone inside $NBIS. Roman Chernin co-founder and Chief Business Officer on the coming wave of enterprise customers and the critical role of the software stack: "I think the most important transition we've made is moving from serving AI startups to now focusing on two key dimensions. First securing enough data center capacity and power to support the largest customers in this market like superlabs and hyperscalers and being able to meet their needs. Second continuing to build and expand our software stack to stay"  
![@mvcinvesting Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1285902652111499265.png) [@mvcinvesting](/creator/x/mvcinvesting) on [X](/post/tweet/1943272275060342878) 2025-07-10 11:33:09 UTC 48.1K followers, 44K engagements


"JUST IN: BofA raised its Price Target on $RKLB from $XX to $XX and keeps a Buy rating 🟢 $RKLB's development of Neutron and its end-to-end capabilities in satellite development position the company to expand its offerings the analyst tells investors in a research note"  
![@mvcinvesting Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1285902652111499265.png) [@mvcinvesting](/creator/x/mvcinvesting) on [X](/post/tweet/1945435605841723746) 2025-07-16 10:49:27 UTC 48.1K followers, 26.6K engagements


"My honest opinion: Jerome Powell has done an excellent job over the past few years. He doesnt deserve to be fired. This sets a troubling precedent and thats why the market is reacting negatively. The Feds independence should be non-negotiable"  
![@mvcinvesting Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1285902652111499265.png) [@mvcinvesting](/creator/x/mvcinvesting) on [X](/post/tweet/1945509295375659177) 2025-07-16 15:42:16 UTC 48.1K followers, 38.4K engagements


"Another day another all-time high for $RKLB. One year ago when I said it was one of the most misunderstood stocks in the market a lot of people laughed at me. Now XXX% later I think its fair to say I was right"  
![@mvcinvesting Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1285902652111499265.png) [@mvcinvesting](/creator/x/mvcinvesting) on [X](/post/tweet/1944761133191077984) 2025-07-14 14:09:20 UTC 48.1K followers, 29.1K engagements


"After finishing my Deep Dive on $PGY my next article will be about a $70M AI stock that no one is talking about but could be a great high-risk high-reward opportunity. It works closely with governments around the world and a growing list of high-profile corporate clients. Stay tuned"  
![@mvcinvesting Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1285902652111499265.png) [@mvcinvesting](/creator/x/mvcinvesting) on [X](/post/tweet/1943333350774632795) 2025-07-10 15:35:50 UTC 48.1K followers, 44.1K engagements


"Hopefully some of you caught the move. $HYDTF is up nearly XX% since I first covered it just two weeks ago. I held off on taking a position still waiting on more clarity around a few key risks but I hope my research helped some of you spot the opportunity"  
![@mvcinvesting Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1285902652111499265.png) [@mvcinvesting](/creator/x/mvcinvesting) on [X](/post/tweet/1943423268582756478) 2025-07-10 21:33:08 UTC 48.1K followers, 31.5K engagements


"I wish a happy 4th of July to all my fellow American friends. What stocks should I research over this long weekend Preferably: Market cap under $10B Great management team Strong upcoming catalysts Long runway for reinvestment"  
![@mvcinvesting Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1285902652111499265.png) [@mvcinvesting](/creator/x/mvcinvesting) on [X](/post/tweet/1940853994735509845) 2025-07-03 19:23:46 UTC 48.1K followers, 62.3K engagements


"I need to make something clear because a lot of shareholders from unrelated companies have decided to jump in and talk about things they know nothing about. $NBIS did NOT miss any guidance because of this. DataOne the company building the data center set a very ambitious target of completing Phase X in just XX weeks. If you understand how complex these operations are you know that was always going to be incredibly difficult to pull off. $NBIS on the other hand simply stated that the first capacity is expected to be completed as early as summer and even with a potential delay of four weeks"  
![@mvcinvesting Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1285902652111499265.png) [@mvcinvesting](/creator/x/mvcinvesting) on [X](/post/tweet/1944354864382759233) 2025-07-13 11:14:58 UTC 48.1K followers, 56.1K engagements


"Interesting post from $NBIS' co-founder Roman Chernin. While many infrastructure companies focus solely on raw capacity MWs and datacenters $NBIS is taking a different path. Vertical integration Enterprise-focused value creation AI-native software layers not just infra Scale is necessary but not sufficient. Real growth will come from delivering software-driven value to enterprises. Thats how you differentiate a full-stack AI platform from a utility-style business or a pure GPU reseller. "Next year I will be dedicated to making Nebius AI Studio (inference platform) super successful. We build"  
![@mvcinvesting Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1285902652111499265.png) [@mvcinvesting](/creator/x/mvcinvesting) on [X](/post/tweet/1945135995331985900) 2025-07-15 14:58:54 UTC 48.1K followers, 38.6K engagements


"I'm looking for new investment ideas to research. Which company under a $10B market cap do you believe offers asymmetric upside while remaining largely underfollowed Kindly avoid the commonly discussed names here I'm interested in overlooked opportunities"  
![@mvcinvesting Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1285902652111499265.png) [@mvcinvesting](/creator/x/mvcinvesting) on [X](/post/tweet/1932881381027426794) 2025-06-11 19:23:27 UTC 48.1K followers, 179.5K engagements


"$RKLB just crossed $40/share for the first time ever. ✅"  
![@mvcinvesting Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1285902652111499265.png) [@mvcinvesting](/creator/x/mvcinvesting) on [X](/post/tweet/1943664577276682371) 2025-07-11 13:32:01 UTC 48.1K followers, 24.7K engagements


"OpenAI is using ClickHouse for petabyte-scale observability. 👀 For context $NBIS owns a XX% stake in ClickHouse. Every single day OpenAI ingests petabytes of log data the equivalent of X billion iPhone photos and that volume is growing over XX% month-over-month. Between ChatGPT enterprise APIs and frontier model research their infrastructure demands speed scale and reliability. Why ClickHouse Open-source (no vendor lock-in) Cloud-native & horizontally scalable Flexible indexing for query optimization SQL-native enabling AI observability Battle-tested by peer tech giants And this is just the"  
![@mvcinvesting Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1285902652111499265.png) [@mvcinvesting](/creator/x/mvcinvesting) on [X](/post/tweet/1939716635826270328) 2025-06-30 16:04:18 UTC 48.1K followers, 45.5K engagements


"Shopify partnering with $NBIS is a BIG deal. Even without knowing the size of the engagement this partnership confirms that $NBIS is ready for Wave 3: enterprise adoption. Until now most AI infrastructure demand has come from AI-native startups and model developers (Waves X and 2). Thats impressive but the bulk of long-term upside lies in Wave 3: large enterprises modernizing their infrastructure to deploy AI at scale. Shopify isnt dabbling in AI theyre building foundational tooling and moving fast. And for some parts of their stack they chose $NBIS. That says a lot. This is also the wave"  
![@mvcinvesting Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1285902652111499265.png) [@mvcinvesting](/creator/x/mvcinvesting) on [X](/post/tweet/1942999139383390648) 2025-07-09 17:27:48 UTC 48.1K followers, 82.6K engagements


"Let's break a huge misconception about ClickHouse which is XX% owned by $NBIS. Saying that it doesnt matter how much large companies rely on ClickHouse because its open source so theyll never monetize it overlooks the proven business models built around open-source software. Open source doesnt mean free from monetization it means the core software code is publicly available but companies can still build highly profitable businesses by offering value-added products and services on top. ClickHouse is a perfect example of this model. While the core database is open source and freely available"  
![@mvcinvesting Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1285902652111499265.png) [@mvcinvesting](/creator/x/mvcinvesting) on [X](/post/tweet/1943361932465180721) 2025-07-10 17:29:25 UTC 48.1K followers, 18.6K engagements


"Over the past few months Ive written deep dives on several small-cap stocks including: $NBIS $DLO $RKLB $CDLR $TEM $HITI $REAX Ive also covered many other companies like $HIMS $GRAB and more. Last weekend I launched a newsletter check out the archive below 👇🏻"  
![@mvcinvesting Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1285902652111499265.png) [@mvcinvesting](/creator/x/mvcinvesting) on [X](/post/tweet/1903121973804138881) 2025-03-21 16:30:11 UTC 48.1K followers, 39.1K engagements


"6. $TALK $TALK is a leading telehealth platform that connects individuals with mental health professionals providing convenient and confidential access to therapy. The company is capitalizing on the growing destigmatization of mental health and the increasing willingness of employers and insurers to cover mental health services. $TALK has secured significant partnerships such as with the U.S. Navy to provide mental health services to 25000 sailors and with TRICARE to target over 7M military beneficiaries. Its partnership with Amazon Health enables users to easily check mental health coverage"  
![@mvcinvesting Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1285902652111499265.png) [@mvcinvesting](/creator/x/mvcinvesting) on [X](/post/tweet/1875948087056945580) 2025-01-05 16:50:52 UTC 48.1K followers, 10.3K engagements


"JUST IN: $RKLB Selects Bollinger Shipyards to Support Modification of Neutron Landing Platform. 👀 $RKLB has awarded a contract to Bollinger Shipyards the largest privately owned new construction and repair shipbuilder in the United States to support the build out of $RKLB's ocean landing platform for its Neutron reusable rocket. Modification and fit-out of $RKLB technology to its 400-ft-long landing platform named Return On Investment has begun and is taking place at Bollinger Shipyards primarily at its shipyard in Amelia Louisiana with delivery of the vessel to $RKLB expected in early 2026."  
![@mvcinvesting Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1285902652111499265.png) [@mvcinvesting](/creator/x/mvcinvesting) on [X](/post/tweet/1943409743873314987) 2025-07-10 20:39:24 UTC 48.1K followers, 15.4K engagements


"Friendly reminder to check out my Deep Dive on $PGY. Its already up XX% since I published it but I still firmly believe its a bargain at current levels. Link in bio"  
![@mvcinvesting Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1285902652111499265.png) [@mvcinvesting](/creator/x/mvcinvesting) on [X](/post/tweet/1946241801498612222) 2025-07-18 16:12:59 UTC 48.1K followers, 29.6K engagements


"I think Im going to rip my eyes out if I see one more person say that $OSCR is trading at 4x FCF or has more cash on hand than its market cap. If you want to cover insurance stocks at least understand the particularities behind them. *Not bullish or bearish"  
![@mvcinvesting Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1285902652111499265.png) [@mvcinvesting](/creator/x/mvcinvesting) on [X](/post/tweet/1944033771776319758) 2025-07-12 13:59:04 UTC 48.1K followers, 151.9K engagements


"JUST IN: $NBIS launched Enhanced Object Storage a new performance-focused storage class designed for high-throughput AI workloads 🔥 Its ideal for streaming datasets and model weights to GPU memory as well as for fast checkpointing during training. The new tier offers up to XX GB/s write throughput per client with unlimited capacity. A standard capacity-focused storage class remains available and users can seamlessly transfer data between storage classes within the same service giving teams flexibility to align storage performance with their data strategy"  
![@mvcinvesting Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1285902652111499265.png) [@mvcinvesting](/creator/x/mvcinvesting) on [X](/post/tweet/1943658556177170440) 2025-07-11 13:08:05 UTC 48.1K followers, 21.3K engagements