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![darran0x Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1378770512885686272.png) darran [@darran0x](/creator/twitter/darran0x) on x 11.7K followers
Created: 2025-07-14 16:01:02 UTC

AI Infra names are bouncing today after a GS buy rating for Nebius.

> $NBIS +12.08%
> $CRWV +5.5%

I've been watching a couple names for entry. Started positions in NVTS and LITE. These are next-gen suppliers w/ revenue impact in 2026-27.

> $NVTS at $XXXX
> $LITE at $XXXXX

![](https://pbs.twimg.com/media/Gv1FDToXoAAkmMx.png)

XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1944789242930143516/c:line.svg)

**Related Topics**
[$nvts](/topic/$nvts)
[infra](/topic/infra)
[coins ai](/topic/coins-ai)
[$nbis](/topic/$nbis)
[$crwv](/topic/$crwv)
[stocks technology](/topic/stocks-technology)
[$lite](/topic/$lite)

[Post Link](https://x.com/darran0x/status/1944789242930143516)