Sector: saas
Conviction from: CitriniSerenity
Operates a global cloud platform providing content delivery, DDoS protection, web security, zero-trust networking, and edge-computing services to websites and applications.
5 tracked filer(s) hold this · 2 opened, 1 added, 1 trimmed in 31-MAR-2026
Aggregate 13FScore 55 — mean of 5 scored holder(s) · buyers (new/add) avg 59. Higher = the smart money in this name has the better track record.
| Filer | 13FScore | This quarter | Shares | Value | % of their book |
|---|
| Stanley Druckenmiller / Duquesne | 91 | New buy | 52,535 | $10,840 | 0.3% |
| George Soros / Soros Fund Mgmt | 31 | New buy | 10,781 | $2,224,552 | 0.0% |
| Louis Bacon / Moore | 56 | Added +31% | 10,536 | $2,173,998 | 0.0% |
| Ancora | 42 | Holds (flat) | 130 | $26,824 | 0.0% |
| Bridgewater | 55 | Trimmed -79% | 8,758 | $1,807,126 | 0.0% |
Beyond 13F — activists, insiders, politicians & research
3 disclosed trade(s) by 2 filer(s).
5 disclosed trade(s) by 1 filer(s).
| Trade date | Who | Type | Amount | |
|---|
| 2026-07-01 | Trump, Donald J President | SELL | $1,001 - $15,000 | PTR |
| 2026-07-01 | Trump, Donald J President | BUY | $1,001 - $15,000 | PTR |
| 2026-07-01 | Trump, Donald J President | SELL | $1,001 - $15,000 | PTR |
| 2026-05-14 | Trump, Donald J President | BUY | $15,001 - $50,000 | PTR |
| 2026-05-14 | Trump, Donald J President | BUY | $50,001 - $100,000 | PTR |
Bullish · 4 mention(s), 1 personal-position post(s) · first 2025-11-18 · last 2025-12-14
“Still bullish. People seem to forget the $MSFT and $META deals for $NBIS are over half a decade, 100% utilization, and $22 Billion in contract size. They have great medium term defensibility, including all their enterprise users like Cursor or $NET.
DCs in space is more near-term exploratory like quantum right now, not exactly widely commercializable and a source for compute yet.
That being said…” post →
All 4 tweet(s) mentioning this ticker
| Date | Tweet |
|---|
| 2025-12-14 | Still bullish. People seem to forget the $MSFT and $META deals for $NBIS are over half a decade, 100% utilization, and $22 Billion in contract size. They have great medium term defensibility, including all their enterprise users like Cursor or $NET.
DCs in space is more near-term exploratory like q… → · 17 likes · 2,007 views |
| 2025-12-05 | A short seller firm @Hedgeye is now shorting Nebius $NBIS. The stock price is now $97.8.
Their claim? Nebius is Coreweave 2.0.
Coreweave [ $CRWV ]:
- Small diversification in customers, mainly hyperscalers, ~quarter of their backlog is OpenAI.
- $1.8B in cash left
- $1.3B+/yearly in debt inte… → · 211 likes · 135,696 views |
| 2025-11-24 | Nebius [ $NBIS ] is the most undervalued growth company right now.
And it has the potential to become the next $GOOGL at a $21B market cap. There's one simple reason:
It's portfolio companies are mindblowing.
The most incredible example on this concept is the company $FTX. Here's the story:
Whe… → · 489 likes · 228,217 views |
| 2025-11-18 | Markets are seeing a drop in most growth stocks right now.
In the past 5 days:
· Cloudflare [ $NET ]: $192.99 (-15.23%)
· Rocketlab [ $RKLB ]: $42.50 (-19.35%)
· Iren [ $IREN ]: $46.6 (-28.74%)
· Hims [ $HIMS ]: $35.15 (-15.61%)
have lost their recent gains. Why?
Right now, we're seeing mechani… → · 159 likes · 323,830 views |
| Report | Date | Stance |
|---|
| #127 — All Along the AI Watchtower | 2026-07-20 | WATCH |
| #124 — State of the Themes: June 2026 | 2026-06-01 | LONG |
| #120 — Agentic Utilities: Always On, Never Prompted | 2026-03-25 | LONG |
| #115 — Semis Memo: Muscle Memory | 2026-01-26 | WATCH |