Nebulizer ✓
@SMASIMHO · joined 20 Nov 2025
Long Only Account: 99.87% $NBIS, 0.13% $BE Opinions are biased. Portfolio is undiversified. Pronouns: ALL/IN 🃏
11 087Followers
169Following
6 347Posts total
175.1KViews on collected posts
Posts recentes
Procurando novos posts…
@SMASIMHO balanced, unbiased view of what they actually said
211 views · 5 likes
· 0 reposts · 0 replies
Open on X →
@SMASIMHO As if Semi was in all customer contract signing 🤣 thanks to X, Fud will be Irened out.
389 views · 8 likes
· 0 reposts · 1 replies
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@SMASIMHO Thank you for the post.
Their rankings are definitely subjective they smell very fishy, and they should provide more information because ranking Vast and Bit Deer above $IREN is ludicrous.
908 views · 8 likes
· 1 reposts · 0 replies
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“IREN continues to come up in our conversations with neocloud customers, and usually for the wrong reasons.”
— SemiAnalysis, ClusterMAX 3.0
What's interesting though is $IREN recently signed compute deals in a similar range to $NBIS and $CRWV.
The implication is that scarcity
14.1K views · 129 likes
· 6 reposts · 16 replies
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I didn’t know much about Vast ai and posts like this are useful. That said, ranking a basement-GPU marketplace and $BTDR above $IREN is pretty insane. IREN already has more operating AI Cloud capacity than Bitdeer’s live AI fleet and most of Bitdeer’s footprint is still mining.
1.9K views · 6 likes
· 0 reposts · 2 replies
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@SMASIMHO Good luck! Level 2 was the hardest for me, but nothing crazy. You got this 🫵👌
533 views · 1 likes
· 0 reposts · 2 replies
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$NBIS It’s been 20 score years since my kindergarten art class, but I’m pretty sure this is what they call an ascending triangle. https://t.co/vburL7WdBs
5.3K views · 117 likes
· 1 reposts · 9 replies
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Here's why the $NBIS x $PLTR partnership matters beyond the headlines ‼️
Do you guys know how much cash Palantir throws off. $1.22B in Q2 alone at a 63% adjusted FCF margin
Jane Street already run this playbook: $6B committed to $CRWV compute plus a $1B equity stake to lock in
9.5K views · 136 likes
· 4 reposts · 13 replies
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Remember when $CRWV said A100s from 2020 were still being contracted through 2029? That pricing had actually increased YoY?
Now 3-year-old H100s are up 22% on the month.
Clear signs the useful life of older silicon is being extended by inference demand.
https://t.co/cCcPYMZ1gN
7.5K views · 66 likes
· 2 reposts · 1 replies
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Me doing my best not to extrapolate $NBIS overnight action into market open.
(I already have)
That said, this feels like hot hardware week. A lot of names are right at key levels where resistance can quickly flip to support.
Papa $NVDA gearing up for another ATH retest too. ht
7.6K views · 67 likes
· 1 reposts · 9 replies
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GIF
Started buying $NBIS in Dec '2024. Naysayers will say this is "Inspect Element."
Some people started thrown around PT's for $NBIS. It's too early to put a price on this gem.
Agentic AI is lifting off. The Physical AI tsunami is next. HPC demand will achieve escape velocity. h
111.6K views · 157 likes
· 4 reposts · 14 replies
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Em comparação com contas do mesmo porte
13 posts dos últimos 90 dias, ao lado da faixa de 10K–100K seguidores. aparece para muita gente, mas poucos desses espectadores reagem.
Mediana de visualizações1 928esta conta924mediana para 10K–100K
Alcance, %17.39%esta conta3.62%mediana para 10K–100K
Engajamento, %0.99%esta conta1.52%mediana para 10K–100K
| Métrica | Esta conta | Mediana para 10K–100K | Proporção |
|---|---|---|---|
| Mediana de visualizações por post | 1 928 | 924 | 2.09× |
| Alcance (visualizações ÷ seguidores) | 17.39% | 3.62% | 4.80× |
| Taxa de engajamento | 0.99% | 1.52% | 0.65× |
Outras contas desta faixa → Comparar com outra conta → Como estas referências são construídas →
Growth & engagement
How the posts we collected actually performed: views and reaction rate post by post, what the audience did with them, and where the follower count goes.
Views per post
111.6K14 Apr
7.6K8 Sep
7.5K
9.5K
5.3K
14.8K21 Sep
533
513
153
1.9K24 Sep
14.1K
908
389
211
Last 14 collected posts, oldest on the left. The scale is logarithmic: one post can outrun the rest a hundred times over.
Engagement rate per post
0.16%14 Apr
1.01%8 Sep
0.92%
1.62%
2.40%
0.50%21 Sep
0.56%
0.39%
0.65%
0.47%24 Sep
1.10%
0.99%
2.31%
2.37%
Reactions — likes, reposts, replies and quotes — divided by views. Median for 10K–100K accounts is 1.52%.
What the audience does
Likes80.4%766 in total
Reposts2.0%19 in total
Replies8.1%77 in total
Quotes1.0%10 in total
Bookmarks8.5%81 in total
Share of every reaction we collected for this account. Replies mean argument, reposts mean endorsement, bookmarks mean the post was worth keeping.
Followers by day
21 Sep
Daily snapshots since 21 Sep 2026; the dashed line is the starting count.
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