[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

# ![@xbthinking Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1516412166542434329.png) @xbthinking XB@AlphaPilot 🦇🔊

XB@AlphaPilot 🦇🔊 posts on X about $hood, infrastructure, $vrt, overnight the most. They currently have XXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.

### Engagements: XXX [#](/creator/twitter::1516412166542434329/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1516412166542434329/c:line/m:interactions.svg)

- X Week XXXXX +327%
- X Month XXXXX +2,533%
- X Months XXXXX +1,806%
- X Year XXXXX +1,059%

### Mentions: XX [#](/creator/twitter::1516412166542434329/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1516412166542434329/c:line/m:posts_active.svg)

- X Week XX +123%
- X Month XX +1,400%
- X Months XX +967%
- X Year XX +2,233%

### Followers: XXX [#](/creator/twitter::1516412166542434329/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1516412166542434329/c:line/m:followers.svg)

- X Week XXX +10%
- X Month XXX +13%
- X Months XXX +76%
- X Year XXX +43%

### CreatorRank: XXXXXXXXX [#](/creator/twitter::1516412166542434329/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1516412166542434329/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1516412166542434329/influence)
---

**Social category influence**
[stocks](/list/stocks)  XXXXX% [technology brands](/list/technology-brands)  XXXXX% [finance](/list/finance)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX%

**Social topic influence**
[$hood](/topic/$hood) #683, [infrastructure](/topic/infrastructure) #2592, [$vrt](/topic/$vrt) #24, [overnight](/topic/overnight) 3.77%, [hardware](/topic/hardware) #1180, [microsoft](/topic/microsoft) #1676, [$nvidia](/topic/$nvidia) #4, [boring](/topic/boring) #529, [without a](/topic/without-a) 1.89%, [its just](/topic/its-just) XXXX%

**Top accounts mentioned or mentioned by**
[@chartsrus0](/creator/undefined) [@jamespeter71549](/creator/undefined) [@smartilliterate](/creator/undefined) [@muskjawsurgeon](/creator/undefined)

**Top assets mentioned**
[Robinhood Markets, Inc. (HOOD)](/topic/$hood) [Vertiv Holdings Co (VRT)](/topic/$vrt) [Microsoft Corp. (MSFT)](/topic/microsoft) [NVIDIA (NVIDIA)](/topic/$nvidia) [Open Custody Protocol (OPEN)](/topic/$open) [ON Semiconductor, Corp. (ON)](/topic/$on) [Electroneum (ETN)](/topic/$etn) [Landwolf (WOLF)](/topic/$wolf) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Applovin Corporation (APP)](/topic/applovin)
### Top Social Posts [#](/creator/twitter::1516412166542434329/posts)
---
Top posts by engagements in the last XX hours

"7/9: The Framework An opinion is useless without a framework to invalidate it. We call this the 'Thesis Invalidation Framework.' It's your kill switch. For $HOOD here's one trigger for our Bear Case: ❌ Bear Case: Adjusted EBITDA margin falls below 45%. If this happens the high-leverage thesis is broken"  
[X Link](https://x.com/xbthinking/status/1978829760558923956) [@xbthinking](/creator/x/xbthinking) 2025-10-16T14:25Z XXX followers, XX engagements


"2/9 The game has changed for $HOOD. It's no longer a "growth-at-all-costs" story. It's a "profit-at-all-costs" machine. The thesis is simple: Robinhood has successfully built a diversified financial ecosystem. And it's just starting to flex its power"  
[X Link](https://x.com/xbthinking/status/1978829747183387047) [@xbthinking](/creator/x/xbthinking) 2025-10-16T14:25Z XXX followers, XX engagements


"5/8: The Nuance But here's where it gets interesting. In Q2 Nebius reported: XXX% revenue growth A core business that just hit profitability So why did the company post a $91.5M adjusted net loss This isn't a flaw. It's a strategy. They're in a "land-grab" phasesacrificing short-term profit for massive market share and infrastructure dominance. A calculated aggressive bet"  
[X Link](https://x.com/xbthinking/status/1978475377698976234) [@xbthinking](/creator/x/xbthinking) 2025-10-15T14:57Z XXX followers, XX engagements


"6/9: The Risks But there's one giant risk: The regulators. The SEC has Payment for Order Flow (PFOF) in its crosshairs. PFOF is Robinhood's original sin and a core part of its engine. An adverse ruling could cripple its U.S. trading economics. Overnight"  
[X Link](https://x.com/xbthinking/status/1978829757950140641) [@xbthinking](/creator/x/xbthinking) 2025-10-16T14:25Z XXX followers, XX engagements


"The iBuyer model is a graveyard. Zillow failed. Redfin fled. But Opendoor ( $OPEN) just did something no one thought possible. And the market is missing the real story.👇"  
[X Link](https://x.com/xbthinking/status/1978112747817902260) [@xbthinking](/creator/x/xbthinking) 2025-10-14T14:56Z XXX followers, XXX engagements


"2/9: The Core Thesis The market sees $VRT as a simple hardware supplier. This is wrong. Vertiv is a co-architect of the future. Their deep partnership with NVIDIA makes them essential infrastructure for the next wave of AI chips. As power demands explode their role shifts from optional to mission-critical"  
[X Link](https://x.com/xbthinking/status/1976108889419702428) [@xbthinking](/creator/x/xbthinking) 2025-10-09T02:14Z XXX followers, XXX engagements


"AlphaPilot The Signal. Not The Noise. AlphaPilot turns XX hours of research into a 10-minute decision. The "Decision Card" is the early-access feature that makes this possible. This full analysis of Robinhood ( $HOOD) is your first look. Im sending itand all future cardsto my private list before the public launch. Activate your early access via the invite link in my bio. (On the page click 'Log in' to create your free account.)"  
[X Link](https://x.com/xbthinking/status/1978829767244751258) [@xbthinking](/creator/x/xbthinking) 2025-10-16T14:25Z XXX followers, XXX engagements


"3/9: The Moat Robinhood's real moat isn't zero commissions. It's the Ecosystem Flywheel. They lure you in with free stock trades. Then they lock you in with: High-yield Gold subscriptions Banking & credit cards Global crypto access Retirement accounts A masterclass in monetization"  
[X Link](https://x.com/xbthinking/status/1978829750131958267) [@xbthinking](/creator/x/xbthinking) 2025-10-16T14:25Z XXX followers, XXX engagements


"6/7 So how do you get exposure to this theme My research points to two core strategies: X. Own The Backbone: Invest in the market leaders building the standardized power systems. ( $VRT $ETN) X. Own The Building Blocks: Invest in the producers of the essential SiC components. ( $WOLF $ON) These are the companies poised to translate this technical shift into shareholder value. (This is my research always do your own)"  
[X Link](https://x.com/xbthinking/status/1979206937477812593) [@xbthinking](/creator/x/xbthinking) 2025-10-17T15:24Z XXX followers, XX engagements


"Everyone thinks they know Robinhood. They don't. The meme-stock app is dead. In its place is a diversified profit engine printing cash. But there's a fatal flaw most investors are ignoring. $HOOD 👇"  
[X Link](https://x.com/xbthinking/status/1978829744507433329) [@xbthinking](/creator/x/xbthinking) 2025-10-16T14:25Z XXX followers, XXX engagements


"@JamesPeter71549 Tough choice but the fundamental case for $NBIS is on another level right now. We spent the day stress-testing the entire thesisfrom the Microsoft deal down to the real execution risks. The full picture is in the X cards below. No hype just the signal"  
[X Link](https://x.com/xbthinking/status/1978481303654940770) [@xbthinking](/creator/x/xbthinking) 2025-10-15T15:21Z XXX followers, XXX engagements


"4/8: The Evidence The proof is in the performance. By controlling the entire stackfrom custom data center design to their own AI softwareNebius delivers a powerful outcome: A XX% lower Total Cost of Ownership (TCO) for its customers. They make expensive AI cheaper and more efficient. That's a moat"  
[X Link](https://x.com/xbthinking/status/1978475374767194464) [@xbthinking](/creator/x/xbthinking) 2025-10-15T14:57Z XXX followers, XX engagements


"Most investors think #Unity Software Inc. ( $U). is dead money. A broken growth stock. A community betrayed. They're missing the silent AI-driven resurrection happening under a new CEO. But this comeback story is a high-wire act and one misstep could send it plunging.👇"  
[X Link](https://x.com/xbthinking/status/1977734561967534443) [@xbthinking](/creator/x/xbthinking) 2025-10-13T13:53Z XXX followers, XXX engagements


"3/8: The Moat Nebius's unfair advantage Their full-stack software platform. They aren't just renting out expensive NVIDIA GPUs. They've built an entire operating system on top of the hardware. This transforms a commodity (compute) into a sticky high-performance ecosystem"  
[X Link](https://x.com/xbthinking/status/1978475371986383186) [@xbthinking](/creator/x/xbthinking) 2025-10-15T14:57Z XXX followers, XX engagements


"1/7 $NVIDIA just dropped a 50-page technical white paper on #800V power systems. Most investors ignored it. They saw a boring engineering document. We read every word. Its not a paper; it's a treasure map. It lays out the next multi-billion dollar infrastructure rotation in AI. Heres the alpha simplified. 🧵👇"  
[X Link](https://x.com/xbthinking/status/1979206900454691114) [@xbthinking](/creator/x/xbthinking) 2025-10-17T15:24Z XXX followers, XX engagements


"2/8: The Core Thesis The thesis is simple. While competitors burn cash and concentrate risk on a few clients. Nebius is building a durable diversified business through superior software and financial discipline. And their recent $XXXX billion deal with Microsoft proves the strategy is working. The quiet period is over"  
[X Link](https://x.com/xbthinking/status/1978475369302048882) [@xbthinking](/creator/x/xbthinking) 2025-10-15T14:57Z XXX followers, XX engagements


"8/9 Deep research takes 20+ hours. Connecting the dots. Finding the linchpin advantage. Ignoring the firehose of market noise. Most people don't have that time. So they chase headlines. At Decision Card we do the deep work for you. We're already working on our next analysis. Which company should it be Drop a ticker"  
[X Link](https://x.com/xbthinking/status/1977734585774665730) [@xbthinking](/creator/x/xbthinking) 2025-10-13T13:54Z XXX followers, XX engagements


"4/9 The proof is in the numbers. Q2 2025 Adjusted EBITDA Margin: 55.5%. Let that sink in. While growing revenue XX% YoY. This isn't a startup burning cash. This is a fortress of profitability with extreme operating leverage"  
[X Link](https://x.com/xbthinking/status/1978829752568856944) [@xbthinking](/creator/x/xbthinking) 2025-10-16T14:25Z XXX followers, XX engagements


"5/7 This shift won't happen overnight. It's a multi-year roadmap creating distinct waves of opportunity. 🔹 Wave X (Now-2026): The Retrofit Wave. Upgrading existing facilities. The first contracts are being signed now. 🔹 Wave X (2026-2030): The Greenfield Wave. 800V becomes the mandatory standard for all new AI data centers. Hyper-growth. 🔹 Wave X (2030+): The Efficiency Wave. The ultimate technology Solid-State Transformers changes the game again. Positioning depends on your timeframe"  
[X Link](https://x.com/xbthinking/status/1979206932612420031) [@xbthinking](/creator/x/xbthinking) 2025-10-17T15:24Z XXX followers, X engagements


"This is a spot-on take. It's the exact kind of bold product move that built their massive user moat in the first place. We actually analyzed how their entire diversified business model is structured to fund this kind of relentless innovation. The full one-page thesis on $HOOD is in the cards below"  
[X Link](https://x.com/xbthinking/status/1978831828007162357) [@xbthinking](/creator/x/xbthinking) 2025-10-16T14:34Z XXX followers, XXX engagements


"@ChartsRUs0 My work👇"  
[X Link](https://x.com/xbthinking/status/1978114766448033876) [@xbthinking](/creator/x/xbthinking) 2025-10-14T15:04Z XXX followers, 1252 engagements


"6/9: The Risks The single biggest threat A brutal pincer movement. Unity is fighting a 3-front war: Unreal owns the high-end AAA market. Godot (open-source) is eating the low-end. AppLovin is the titan of ad-tech. If Unity's execution falters it gets crushed in the middle"  
[X Link](https://x.com/xbthinking/status/1977734579822965127) [@xbthinking](/creator/x/xbthinking) 2025-10-13T13:54Z XXX followers, XXX engagements


"6/8: The Risks The single biggest threat isn't competition. It's a pen stroke in Washington D.C. Further US export controls could vaporize billions in revenue overnight and accelerate Chinas push for self-reliance. This isn't a tech risk. It's a geopolitical risk"  
[X Link](https://x.com/xbthinking/status/1978012453813571858) [@xbthinking](/creator/x/xbthinking) 2025-10-14T08:18Z XXX followers, XX engagements


"Deep research on a stock like Robinhood takes 20+ hours. Sifting through filings. Connecting the dots. Finding the one thing that truly matters. Most investors don't have that time so they're forced to guess. I'm building a tool called AlphaPilot to fix this. The "Decision Card" is its first killer feature"  
[X Link](https://x.com/xbthinking/status/1978829763100750124) [@xbthinking](/creator/x/xbthinking) 2025-10-16T14:25Z XXX followers, XX engagements


"9/9 We distill those 20+ hours of research into a single powerful 1-page analysis. I'm giving you the full Decision Card on Unity ( $U) for free. Right now. X. Instant Clarity: Get the complete one-page PDF on Unity you just read about. X. Future Alpha: Get my next Decision Card sent directly to your inbox before anyone else. One click. Two high-signal rewards. The link is in the bio. Stop guessing. Start deciding"  
[X Link](https://x.com/xbthinking/status/1977734589855777030) [@xbthinking](/creator/x/xbthinking) 2025-10-13T13:54Z XXX followers, XXX engagements


"Everyone is fighting over $NVIDIA stock. While the real "AI picks & shovels" king is hiding in plain sight. Its a boring industrial company from Ohio. And it holds the keys to the entire AI kingdom. Heres why Vertiv ( $VRT ) might be the smartest AI play youve never heard of"  
[X Link](https://x.com/xbthinking/status/1976108885753868579) [@xbthinking](/creator/x/xbthinking) 2025-10-09T02:14Z XXX followers, 3591 engagements


"5/9: The Nuance Here's the contradiction Wall Street is debating: The stock trades at a blistering 78x forward P/E. But consensus expects EPS to slightly decline next year. Why the disconnect The market is pricing in flawless execution of future products ignoring any potential slowdown. A high-wire act"  
[X Link](https://x.com/xbthinking/status/1978829755454501093) [@xbthinking](/creator/x/xbthinking) 2025-10-16T14:25Z XXX followers, XX engagements