Sector: saas
Conviction from: NASDAQCitrini
Shopify provides a cloud-based commerce platform that enables merchants to build and run online and physical stores, with payments, shipping, and marketing tools.
3 tracked filer(s) hold this · 0 opened, 0 added, 2 trimmed in 31-MAR-2026
Aggregate 13FScore 61 — mean of 3 scored holder(s). Higher = the smart money in this name has the better track record.
Beyond 13F — activists, insiders, politicians & research
3 disclosed trade(s) by 1 filer(s).
Watching · 2 mention(s), 0 personal-position post(s) · first 2025-11-17 · last 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 interest from toxic financing at 8-10% interest.
Same thing as Nebius right?
Nebius [ $NBIS ]:
- Hi…” post →
All 2 tweet(s) mentioning this ticker
| Date | Tweet |
|---|
| 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 |
| 2025-11-17 | Nebius [ $NBIS ] at $86.69 is the purest Neocloud and AI-infra asymmetry left.
This is the highest revenue Neocloud untouched by $CIFR | $WULF and colo providers that has no:
- Plaguing uncertainty that $IREN, $ORCL face from full-stack execution.
- High interest debt that $CRWV, $APLD, and ot… → · 407 likes · 1,760,741 views |
| Report | Date | Stance |
|---|
| #124 — State of the Themes: June 2026 | 2026-06-01 | LONG |
| #120 — Agentic Utilities: Always On, Never Prompted | 2026-03-25 | WATCH |