M. V. Cunha ✓

@mvcinvesting · Lisbon, Portugal · joined 22 Jul 2020

Long-term investor. BSc in Economics, MSc in Finance. Equity Analyst with a focus on Fundamental Analysis and Valuation. Not a financial advisor.

95 343Followers

401Following

10 023Posts total

321.5KViews on collected posts

Posts recentes

M. V. Cunha ✓@mvcinvesting18 Sep

$NBIS is making moves in the UAE. 🇦🇪👀 The team met with the Minister of State for AI to discuss scaling AI adoption and supporting the company's expansion across the region. https://t.co/jA9aTCmBY0

52.6K views · 665 likes · 44 reposts · 15 replies Open on X →

M. V. Cunha ✓@mvcinvesting17 Sep

@mvcinvesting One useful distinction in Nebius’s table: 603K tokens/s on 72 GPUs is GB300. The Rubin preview reached 591K on 36 GPUs. For the same DeepSeek R1 server benchmark, that works out to about 8.4K vs 16.4K tokens/s per GPU, nearly 2x in this preview submission. That make 149 views · 1 likes · 0 reposts · 0 replies Open on X →

M. V. Cunha ✓@mvcinvesting16 Sep

@mvcinvesting https://t.co/3hftbYyjT6

433 views · 10 likes · 0 reposts · 2 replies Open on X →

M. V. Cunha ✓@mvcinvesting16 Sep

@mvcinvesting Hard to believe people were selling this stock in anticipation of a .25 rate cut! 1.6K views · 18 likes · 0 reposts · 0 replies Open on X →

M. V. Cunha ✓@mvcinvesting16 Sep

@mvcinvesting 50% bump and growing beyond expectations. We should hit 300 by December! 622 views · 9 likes · 0 reposts · 0 replies Open on X →

M. V. Cunha ✓@mvcinvesting16 Sep

🚨 $NBIS just announced ~20% price increases for on-demand H100, H200, B200 and B300 GPUs, effective October 1. This comes just four months after the company raised prices by ~30%. Demand remains insatiable. https://t.co/3YhHfzRbSW

119.7K views · 1K likes · 54 reposts · 30 replies Open on X →

M. V. Cunha ✓@mvcinvesting16 Sep

@mvcinvesting $NBIS at 217, up 4.6% today, and five first-place MLPerf inference results including leading full-rack performance on GB300 NVL72 is the kind of benchmark that separates a neocloud from a GPU landlord: anyone can buy the racks, few can run DeepSeek R1 at 603K tokens 98 views · 1 likes · 0 reposts · 0 replies Open on X →

M. V. Cunha ✓@mvcinvesting16 Sep

@mvcinvesting what was the second company? 1.5K views · 2 likes · 0 reposts · 1 replies Open on X →

M. V. Cunha ✓@mvcinvesting16 Sep

🚨 $NBIS just posted five first-place results in the latest MLPerf AI inference benchmarks, including leading full-rack performance on NVIDIA's GB300 NVL72. Nebius was also one of only two companies to submit results on NVIDIA's next-gen Vera Rubin NVL72 platform, already https:/

55.5K views · 573 likes · 40 reposts · 17 replies Open on X →

M. V. Cunha ✓@mvcinvesting16 Sep

Nice reaction from $NRXS so far. My subscribers know how much I've been pounding the table on this name. But IMO, this is just the beginning. https://t.co/IGxnzdaSW7

39.1K views · 169 likes · 1 reposts · 6 replies Open on X →

M. V. Cunha ✓@mvcinvesting16 Sep

Great news for $NRXS! New medical policy coverage for PENFS from a major national health insurer. The policy spans multiple states and covers ~18M health plan members. $NRXS remains one of my largest positions, but I rarely discuss it here given the limited liquidity. https://

50.3K views · 135 likes · 10 reposts · 5 replies Open on X →

Em comparação com contas do mesmo porte

11 posts dos últimos 90 dias, ao lado da faixa de 10K–100K seguidores. abaixo dos pares tanto em alcance quanto em engajamento.

Mediana de visualizações1 645esta conta1 021mediana para 10K–100K

Alcance, %1.73%esta conta4.01%mediana para 10K–100K

Engajamento, %1.02%esta conta1.55%mediana para 10K–100K

Métrica	Esta conta	Mediana para 10K–100K	Proporção
Mediana de visualizações por post	1 645	1 021	1.61×
Alcance (visualizações ÷ seguidores)	1.73%	4.01%	0.43×
Taxa de engajamento	1.02%	1.55%	0.66×

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

50.3K16 Sep

39.1K

55.5K

1.5K

119.7K

622

1.6K

433

14917 Sep

52.6K18 Sep

Last 11 collected posts, oldest on the left. The scale is logarithmic: one post can outrun the rest a hundred times over.

Engagement rate per post

0.30%16 Sep

0.45%

1.15%

0.20%

1.02%

0.94%

1.45%

1.09%

2.77%

0.67%17 Sep

1.40%18 Sep

Reactions — likes, reposts, replies and quotes — divided by views. Median for 10K–100K accounts is 1.55%.

What the audience does

Likes85.7%2 612 in total

Reposts4.9%149 in total

Replies2.5%76 in total

Quotes1.2%37 in total

Bookmarks5.7%173 in total

Share of every reaction we collected for this account. Replies mean argument, reposts mean endorsement, bookmarks mean the post was worth keeping.

The follower curve appears once this account has two daily snapshots — we take one a day, and this one is on its first.

Posts recentes

Em comparação com contas do mesmo porte

Growth & engagement

Views per post

Engagement rate per post

What the audience does

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