Joined January 2021
- Tweets 65
- Following 124
- Followers 47
- Likes 345
6 Photos and videos
Lots of bias in the retail investing world can be found on X.
Lots of alpha can be found on X too.
Learn to navigate through the noise, learn to spot narratives early.
Reason and analyze stocks yourself while making use of this bubble because its a bubble filled with alpha 👇🏼
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I have added a few accounts that in my opinion bring alpha to the table with unique perspectives, great stock picks, important investment lessons:
@mvcinvesting
@demian_ai
@Sandeman52
@EndicottInvests
@daniel_koss
@aleabitoreddit
@michaelsikand
@ParadisLabs
@MktMavPro
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Protector of the Realm retweeted
May 8
$OMDA analyst updates following Q1 results:
Citizens raised PT from $18 to $21
Goldman Sachs raised PT from $23 to $26
Everscore ISI raised PT from $15 to $20
Wells Fargo raised PT from $17 to $18
Canaccord raised PT from $22 to $24
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$OMDA
Revenue up 42% YoY to $78M
Total Members surpassed 1M for the first time, up 51% YoY
Positive adjusted EBITDA, even in our historically highest-cost quarter
Rest of 2026 earnings will be crushed especially after GLP-1 being available through all three largest PBMs.
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This graph is the perfect illustration of the inference takeoff @romanchernin and Nebius have been talking about for over a year now.
Token factory will be a major differentiator here reducing waste of tokens per agent. Can’t wait for the synergy created with @Eigen_AI_Labs.
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Shower thought:
If you have a proper watch list, you are happy when you have a day that the top 3 performers on that list are stocks you own.
If this happens often, you are not looking enough for alpha.
If you never have this you are mispicking the winners
What do you think?
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Protector of the Realm retweeted
May 1
Today, we're announcing that Eigen AI is joining Nebius (NASDAQ: NBIS).
From day one, our mission has been Artificial Efficient Intelligence — building the world's most efficient engines for generating intelligence. Together with Nebius, we're working toward the best AI cloud, uniting Eigen's full-stack model and inference software, ranked #1 on Artificial Analysis for inference speed, with Nebius's global hardware and infrastructure footprint, so any developer or enterprise can run the best models at the best price, with no capacity ceiling.
After close, Eigen's optimization stack will be integrated directly into Nebius Token Factory. The entire Eigen AI team is joining Nebius in full, establishing Nebius's engineering and research presence in the San Francisco Bay Area.
To our customers, our team, our investors at Tectonic Ventures, E14 Fund, Uncorrelated Ventures, and AGI House Ventures, our angel investors, advisors, mentors, and supporters — and to the Nebius team for the conviction and partnership — thank you.
The mission doesn't change. The leverage behind it does.
Ryan Hanrui Wang, co-founder and CEO of Eigen AI, said:
“We’re proud to join Nebius and work alongside the Token Factory team to push the boundaries of inference performance. Nebius has built a world-class AI cloud with a deep engineering culture that perfectly aligns with our own. Together, we are removing the friction of AI model customization and deployment so developers can run models reliably in production without managing the underlying infrastructure.”
Full announcement at:
eigenai.com/blog/eigen-ai-jo…
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Amazing write up about Clickhouse one of the stakes in Nebius Group (~25%).
When I started investing in Nebius Jan25 I saw clickhouse as the most promising subsidiary. Since that moment I can’t wait for an IPO of Clickhouse and feel like 2027 will be the year. Long Nebius🚀
Apr 28
What do OpenAI, Anthropic, Tesla, Cloudflare, Meta, Canva, Shopify, Harvey, & Ramp all have in common? They're all built on @ClickHouseDB.
Here's the simplest way I can explain what ClickHouse does: imagine asking a question about every transaction your company has ever processed and getting the answer before you finish reading this sentence. That's ClickHouse.
I sat down with CEO @ceo_clickhouse and VP of Product @tbragin to tell the ClickHouse story... because once you understand what they've built, the opportunity becomes impossible to ignore. I believe this is a generational company that will (continue to) power the leading AI businesses.
My biggest takeaway from my conversation w/ Aaron & Tanya:
Every company in the world is rearchitecting around AI. But ClickHouse is what AI is architecting around.
As Aaron put it: "Most infrastructure companies were designed before the emergence of agentic systems. These legacy platforms simply weren't designed to meet the volume, concurrency, and dynamic load these AI workloads demand. ClickHouse was designed for this moment."
I've been an investor since the Series C, and I wanted to write a piece that explains the massive opportunity ahead — and what they've actually built — in plain English.
In this piece, I'll cover how:
→ ClickHouse built the world's fastest analytical database — milliseconds where it used to take hours, at 50-70% lower cost than the tools it replaces.
→ ClickHouse is consolidating the entire data stack — replacing five or more separate vendors: Snowflake, Datadog, Elasticsearch, Pinecone, and Postgres.
→ ClickHouse has built the "Agentic Data Stack" — connecting AI agents directly to real-time data so teams can query, reason, and act instantly.
→ ClickHouse has a credible path to $100Billion — with a trillion-dollar addressable market and a consumption model that scales with every agent deployed. There's a reason ARR has grown 250% YoY with no SDRs, and enterprise customers have grown from 3,000 to 4,000 in just three months 🤯
Thanks for letting me tell this story, Aaron & Tanya.
Let's Click into it…
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🦑 Just bought me some $PNG.V
Been watching this one since 900 mc Now since I trimmed a lot of my photonics winners lately, felt like a great moment to get more exposure into defence.
Shout out to @michaelsikand for continuing to remind me about Kraken’s potential
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$NBIS I can confirm, you became the king👑
I did trim slightly because of the overall market situation/valuation atm. The funds will be used to buy shares back around lower levels. If we don’t see those? I’ll be more than fine with 65% allocation to this beauty of a company.
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I realized bit of the 300% gains made on $SIVE yesterday. It seems the narrative is peak now and prices front run fundamentals. I believe in the adoption eventually but also feel like current prices are reflecting perfect implementation from all parties involved. Adding on drops
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7 Sep 2025
Currently analyzing $ASTS planning to start a position very soon. I've been on the sidelines for over six months.
The company is building something so extraordinary that it’s like a dream. If they execute properly now, the upside potential is huge.
Thoughts on this company?
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Protector of the Realm retweeted
4 Sep 2025
JUST IN: $NVDA has agreed to rent 10,000 of its own GPUs from Lambda for $1.3B over four years.
🤯
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