Serhat @romefins
Comp sci & Econ. Building market intel systems. Telegram bot: https://t.co/CVil77o6IT app.rome.markets Joined October 2025-
Tweets2K
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Nebius Inflection 2026 proved $NBIS is a category of one. It is not a legacy hyperscaler or a standard neocloud. It is a full-stack AI factory translating raw compute into actual enterprise profit. The focus has shifted from token maxing to value maxing. Inefficient infrastructure ruins business economics at scale. Nebius fixes this with direct hardware-to-software optimization. We expect it to reach $1000 in 2 years youtube.com/watch?v=V6QiYp…
@ParadisLabs Capitulation seems terrible last day, 2x vol down
@KobeissiLetter They will fix it with robots and AI workers
@chigrl Algos are selling bcz of the strong dollar but usd has lost its confidence so better to stack gold
@NotAdvising @CoolJtj @VJNCapital Growth was priced, needs to beat the expectations
@EndicottInvests Frontrunned mechanical index inclusion buys
@TopTechStocksUS @Fickifacki123 I expect a quick dump then reclaim ath and move to $400z $50b market cap for such a business, also a $NVDA proxy, is very low. We believe it’s the next $SNDK
@KobeissiLetter x.com/hormuzletter/s…
BREAKING: Iran rejects Axios claim of the deal signing being moved to today instead of Friday, saying "no details are finalized yet," and no final agreement exists yet, per Tasnim. Iran also did not confirm the electronic signing on Sunday that Trump and Vance claimed took
@RealNickMugalli It’s adoption curve, efficiencies compound naturally and create real value. I’m just worried about China models
@kyleichan Chinese human intelligence and strategies on algorithms are on another level
@exencial_RP When it’s overbought, everyone knows this but can’t tell when it stops. It’s easy to point the past
@TheRonnieVShow There’s literally nothing useful here. AI slope etf tracker? You need forward valuations
@Globalflows Very bad retail signals, I have doubts
Paradise Lab @paradiselab_
9 Followers 2K Following Al/Semiconductor Analyst & Trader. Thematic investment research.
RonneiV @TheRolnieVShow
18 Followers 1K Following Short-term trader | Long-term investor Bull & Bear Triggers ⚡ Founder @ValueSnapshotio Start here ↓
hassani said @hassanimta
656 Followers 5K Following
_Babyfolio @babyfolieo
5 Followers 123 Following Software Engineer managing a $6M+ portfolio to build generational wealth for my 2 babies. Covering Al infrastructure, Semis and Datacenters
_Daniel Koss @daniel_korss
2 Followers 166 Following Founder of Edelbridge Capital. Concentrated public equities fund focused on Al infrastructure. Former pro gamer, YouTuber, and serial entrepreneur.
MidnightMess @mdnghtmss
2K Followers 3K Following BSc. Finance & Economics • on an investment journey • AI & stocks • SaaS dev • rebuild €-140K • looking for internet money | 🇨🇭
Desha Dardenne @dd40468
160 Followers 1K Following
P-B3g3 @PB3g3r
328 Followers 1K Following Investor, watches and wine collector. Married, husband, father, Catholic. nfa ⚜️
Flippie | Stock Analy... @FlippieFinance
3K Followers 939 Following MSc in International Economics. Stocks, Personal Finance, Football, App Dev and so much more!
Jessica line @Jessicaliniifi
3 Followers 71 Following
Nicholas Mugalli @RealNickMugalli
12K Followers 1K Following Institutional TMT research, made public | daily Pre market brief + closing brief, trade alerts, earnings. Economics | Data, AI, semis & macro alpha |policy play
CEO Elon-Musk Fan pag... @ceoelonmusk_fa
3 Followers 1K Following
Todd @theToddHao
88 Followers 714 Following
Matt Lieberman @social_brains
36K Followers 5K Following UCLA Neuroscientist (https://t.co/heXcTOvnNd), Co-founder of https://t.co/UIIdXBmdqh, Substack https://t.co/jVnoBXykYz
Nyxel @YangZhiwenX
24 Followers 464 Following
Joe “aoaatube” Ha... @JM1903550337511
7 Followers 14 Following Friendly guyreally, from Kent UK looking for good food and babes
Modern_Investing. @XXjgN5fO0kG44rA
2 Followers 173 Following "My edge wasn’t brilliance — it was obsession. I logged every game and annotated every loss" — Victor Niederhoffer
İbrahim Gündüz @brahimGndz61831
8 Followers 747 Following
matthew sigel @mathew__siigel
229 Followers 7K Following Head of digital assets research @VanEck_us . PM, VanEck Onchain Economy ETF ($NODE). Disclosures https://t.co/SXDLn4Dbil https://t.co/ILg3z9FUdS
Evgeny Genov @ujohn33
69 Followers 803 Following PhD @Brussels. Data Science for Energy Forecasting.
Alasdair Macle0d @Macelofinance
58 Followers 1K Following Educator for sound money and demystifying finance and economics. See https://t.co/hzbPzkBjhG
The Tarric Brooker ak... @AvidCommentatos
282 Followers 1K Following Journalist & Analyst Contributor for @newscomauHQ Help support my content by subscribing at https://t.co/mqraigXTu0 My opinions are my own
@Ko3ar_e78 @salmaaa_20
1K Followers 2K Following دخت ایران طلبه شیعه امیرالمومنین نه اینوری نه اونوری جانم فدای رهبری 🖇️♥️ اینستاگرام @kosarsh__e5495
Tannor. Manson_ @Futuronvesting
43 Followers 3K Following Curious about tech, investing, and where the world's headed. Subscribe to the Future Investing YT Channel to stay in touch!
Bulls Eye @bullfela
46 Followers 519 Following
Luna🌸 @Lunaoneg
57 Followers 276 Following Smart, stylish, and always investing—in stocks, dreams, and myself
_Brad Setser @Bred_Setser
32 Followers 669 Following CFR senior fellow. Views are my own. Writes on sovereign debt, trade, fx reserves and capital flows.
Eva @Evaueif
70 Followers 452 Following First of all, we need to learn to love ourselves, and only then can we love others.
_Joana Cotar @JcanaCotar
14 Followers 754 Following Member of the German Bundestag 2017-2025, non-partisan, but Team Freiheit.
Danny cheng 22 @_dannycheng2O2
32 Followers 764 Following Tsla, pltr and nvdia investor. I use my homily charts for investing. Not financial advice. Tesla car owner, piano self learner. Don’t follow me as I’m stupid.
Alexander Stahel H�... @BurggrabennH_
54 Followers 1K Following Investor; you are here for energy & metal commodities mostly; be aware of imposters (I won’t ask for your business)
Hølger. Zschaepits @SchuId_nsuehner
76 Followers 2K Following Holger Zschäpitz — market maniac at @Welt Author of the book “Schulden ohne Sühne?” on governments’ debt addiction. Pics: https://t.co/fXN1HKNYip
Ronnie Stoeferle G @RonStoeferlexx
49 Followers 884 Following Fund Manager, Author of "In Gold we Trust report" & "Austrian School for Investors", Proud father of 3. Suffering fan of Rapid Wien. Tweets ≠ investment advice
badal ghosh @badalghosh2
557 Followers 1K Following Real market signals 📊 Stocks | FII | India Economy Insights before news
Daniel Romero @HyperTechInvest
41K Followers 324 Following I share high-conviction tech stock picks across semis, data centers, and AI Join 13,000+ readers at https://t.co/poHmmww9Vk
Northwise Project @InvestNorthwise
4K Followers 464 Following Build Wealth with Direction. Fundamental Investing across AI, FinTech, Ecommerce, & Emerging Markets. $AMD $NBIS $SOFI $HOOD $NOW $NU $IREN $SNOW $ELF $CELH
みみりん@投資�... @beauty_oe
20K Followers 1K Following Architect & Electrical Engineer. 工学諸島🏝️の島民の株好きです。米国株、NBISに集中してポストしています。 テンバガー保有株 NBIS
Jason's Chips @jasonschips
8K Followers 60 Following Gen Z semis & AI investor focused on first principles & economics | 7k+ subs on Substack & top 25 in technology | Free (somewhat funny) X articles biweekly
Arpit Gupta @arpitrage
46K Followers 5K Following Associate Professor of Finance, @NYUStern. Finance/Real Estate/Urban newsletter: https://t.co/lWVJvq6vKg.
dylan ツ @demian_ai
20K Followers 2K Following GTM for @nebiustf @nebiusai // ex @Scaleway // from silicon to token, inference and anything in between. Views are my own - not financial advice
Chips & Wafers @ChipsandWafers
9K Followers 82 Following Reliable source for actionable semiconductor data. Let the data guide your decision making process. Now part of @SemiAnalysis_
Frank Downing @downingARK
20K Followers 568 Following Director of Research, AI & Cloud @ARKinvest Disclosure: https://t.co/fB3IDVVVnO
Ricky Ho @rickyho_1989
8K Followers 945 Following CIO/PM, Single Family Office | Global Public Markets | Former Sell-Side Equity Research
Rittenhouse Research @RHouseResearch
12K Followers 624 Following AI infrastructure, data centers, neoclouds, software, fintech.
Crémieux @cremieuxrecueil
314K Followers 2K Following I write about genetics, 'metrics, and demographics. Read my long-form writing at https://t.co/8hgA4nNS2A.
Tech Buzz China @TechBuzzChina
14K Followers 353 Following Exclusive Insights into China’s Tech & Innovation Landscape. Trips, bespoke research, and an investor-focused newsletter.
Amir Efrati @amir
41K Followers 993 Following Executive Editor @theinformation. We're hiring. amir @ https://t.co/XVwTW5utuC amir.62 on Signal
Gab @GabGrowth
22K Followers 581 Following I write about asymmetric investments that go unnoticed, with a deep focus on emerging markets.
Bushra Shaikh @Bushra1Shaikh
158K Followers 880 Following Lady B• @UAL alumni •Mentor• Social/Political Commentator 📺🗞 seen on @gmb @talktv @bbc • Founder @runracismout • My Opinions • Analyst
Selina Xu @selinaxuxinyue
889 Followers 531 Following I write on China and AI. formerly @business. get in touch: [email protected].
Murtaza Hussain @MazMHussain
156K Followers 1K Following National security and foreign affairs @dropsitenews Signal: mhussain.53 Substack: https://t.co/FW0V0QoFZb Email: [email protected] "落后就要挨打"
Soureh 🟩☫🟥 @Soureh_design2
62K Followers 2K Following Trees die standing.. My only other account: @soureh_design ... Very Iranian
Brad Gerstner @altcap
209K Followers 1K Following Founder - Altimeter, Invest America | Trump Accounts, Center for Heart Attack Prevention. One precious life. Views here personal. @investamerica24 @bg2pod
jietang @jietang
42K Followers 359 Following Professor @ Tsinghua, Founder of https://t.co/3IaQ4CI5W3. AGI, LLM. “The value of a man should be seen in what he gives and not in what he is able to receive.”―Einstein
Jurrien Timmer @TimmerFidelity
215K Followers 1K Following Dir. of Global Macro @Fidelity. Student of history, chart maker, cyclist, cook. Helping investors break thru the clutter. Views are mine. https://t.co/9Pn7wGwMzp
MidnightMess @mdnghtmss
2K Followers 3K Following BSc. Finance & Economics • on an investment journey • AI & stocks • SaaS dev • rebuild €-140K • looking for internet money | 🇨🇭
Deirdre Bosa @dee_bosa
69K Followers 5K Following Pronounced Dear-dra. Anchor & reporter @CNBC in SF. Leafs fan 🇨🇦
Shai Wininger @shai_wininger
29K Followers 185 Following Tech entrepreneur🎗️🇮🇱🇺🇸. CoFounder and President @ Lemonade (NYSE:LMND), CoFounder of Fiverr (NYSE:FVRR). Mixer of Tech, Design and AI.
Harry Stebbings @HarryStebbings
482K Followers 376 Following 🎤 @twentyminutevc, 🏦 @20vcfund, @projecteurope_😇 @fuseenergy @linear @wearelegora @factoryai @lovable @airwallex @mercor_ai @workos
Rex Salisbury @rexsalisbury
24K Followers 2K Following Founder & GP @ Cambrian VC (pre-seed/seed in fintech). https://t.co/sf8DhZK8Y3. ex Partner @a16z fintech. +1 @amdulin.
Ara Kharazian @arakharazian
7K Followers 675 Following Lead Economist at Ramp Economics Lab @tryramp. AI, business spend, and the economy at https://t.co/rFk0ZcjkR3. cc: [email protected]. Prev economics lead @square
Brendan Burke @BrendanBurkeX
686 Followers 2K Following Semiconductor Research Director @TheFuturumGroup | Decoding the Silicon Brain of the Intelligence Age
Daniel Koss @daniel_koss
36K Followers 323 Following Founder of Edelbridge Capital. Concentrated public equities fund focused on AI infrastructure. Former pro gamer, YouTuber, and serial entrepreneur.
Yuchen Jin @Yuchenj_UW
183K Followers 787 Following Cooking fun AI systems & products @databricks. Prev: co-founder & CTO @ Hyperbolic, OctoAI (acquired by @nvidia) Apache TVM, PhD @ University of Washington.
IvanaSPEAR @IvanaSpear
22K Followers 518 Following Investing & sharing insights on B2B tech. 10yrs as ex. Citadel, Millennium, Tiger cub. Founder & PM of Spear Alpha ETF $SPRX. Disclosure: https://t.co/g80M93SeiW
Herman Jin @ShanghaoJin
80K Followers 598 Following Ex-Goldman Sachs Asia FICC Exec & Co-founder of Zen Family Office. Now diving into crypto, exploring blockchain's potential
Patrick in China @PatrickZhengCHN
42K Followers 10K Following Editor. Geopolitical affairs🌏. Based in China🇨🇳. Gen Y. Social media addict. Views personal.
Ace from Money or Lif... @Money_or_Life_X
18K Followers 224 Following https://t.co/g90iLXLLkr https://t.co/LpKVsoSVHb https://t.co/dNE5Sn69AM
纳米AI @antiAIvo
14K Followers 332 Following ex-Tencent ｜ex-Baidu 十年资深互联网从业经验 专注 AI · 股票 · 投资 📈 It's Always Sunny in X.
Phryne Astynome @PAstynome
9K Followers 517 Following
AllThingsVentured @AllVentured
13K Followers 1K Following Bold and unfiltered takes on trade, shipping, and commodities. Not investment advice.
Shanu Mathew @ShanuMathew93
26K Followers 2K Following Electrotech, AI power/DCs, Sustainability, NBA, & Rap posts. PM public equities. Prior: HY credit, ibanking. All views expressed = personal. Not advice. DYOR.
Gary Marcus @GaryMarcus
228K Followers 7K Following OG GenAI Skeptic; spoke at US Senate. Warned about hallucinations in 2001. Advocating world models & neurosymbolic AI ever since. Author, Marcus on AI & 6 books
Alan Chang @alanchanguk
6K Followers 846 Following Building towards energy superabundance @fuseenergy, previously employee #3 @revolutapp
Michael Sobolik @michaelsobolik
13K Followers 3K Following sr fellow @HudsonInstitute | “Countering China’s Great Game” @USNIbooks | contributor @thedispatch | editor @ProvMagazine | @chelspat’s hubby
峯村 健司 / Kenji... @kenji_minemura
64K Followers 1K Following キヤノングローバル戦略研究所上席研究員兼中国研究センター長。北海道大学公共政策大学院客員教授。「LINEの個人情報管理問題」で21年度新聞協会賞受賞。中国軍の空母建造計画スクープで「ボーン・上田国際記者記念賞」受賞。近著に「あぶない中国共産党」（小学館新書）、「台湾有事と日本の危機 」（PHP新書）Trends for United States
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