babyfolio
@babyfolio posts short, conviction-driven social analysis with a pronounced focus on $NBIS and a pro–crypto/compute-infrastructure stance. Commentary ranges from single-line valuation remarks to sum-of-the-parts arguments and speculative price targets.
Past bets that played out
Notable calls center on $NBIS. Key pieces: a sum-of-the-parts valuation arguing the stock is undervalued relative to cash and a 28% stake in ClickHouse (implied $5–8B), other subsidiaries (~$3B), and projected 2026 ARR of $3–4B; speculative long-dated price targets for $NBIS (to $300 by end-2026 and $1,056 by end-2027); and single-ticker observations noting sudden changes in metric-based cheapness (e.g., comparisons between $65 and $90 price points).
Post argues $NBIS is undervalued on a sum-of-the-parts basis: at ~$28B market cap and ~$5B cash plus a 28% stake in ClickHouse (IPO soon; implied $5–8B value) and other subsidiaries (~$3B), the implied valuation for the core business is ~$15B versus a projected $3–4B ARR by end of 2026. The author rhetorically suggests investors shouldn’t be afraid to buy at $112.
Single-ticker, highly speculative social post making long-dated price predictions for $NBIS (to $300 by end-2026 and $1,056 by end-2027) with stated intent to possibly go “all in.” No fundamental, catalyst, product, valuation, or risk reasoning provided, so actionability is low beyond capturing sentiment/positioning.
Single-ticker valuation remark: author claims $NBIS is “cheaper on all metrics” at $90 today vs $65 yesterday, implying fundamentals/estimates moved up faster than price (multiple compression). No explicit catalyst, timeframe, or position disclosed.
What this channel is watching now
$NBIS is the primary focus (5 mentions, avg conviction 0.466). Secondary, lower-conviction mentions include $IREN and $CIFR. The author’s framing is bullish and oriented toward crypto/compute infrastructure, but many posts are brief and lack explicit catalysts, timeframes, or disclosed positions.
Latest videos and market context
No video content available; output is primarily short-form social posts on X (@babyfolio).
Babyfolio @babyfolio Sep 9, 2025 Fun fact: $NBIS is cheaper on all metrics at 90$ today than 65$ yesterday
Single-ticker valuation remark: author claims $NBIS is “cheaper on all metrics” at $90 today vs $65 yesterday, implying fundamentals/estimates moved up faster than price (multiple compression). No explicit catalyst, timeframe, or position disclosed.
Babyfolio @babyfolio Oct 5, 2025 $NBIS in 2025
Single-line social post only mentions “$NBIS in 2025” with no thesis, catalyst, direction, or rationale. Not actionable as investment research.
Babyfolio @babyfolio Oct 17, 2025 $NBIS at $112 = $28B market cap. ~$5B cash 28% of ClickHouse (IPO soon, could be wo...
Post argues $NBIS is undervalued on a sum-of-the-parts basis: at ~$28B market cap and ~$5B cash plus a 28% stake in ClickHouse (IPO soon; implied $5–8B value) and other subsidiaries (~$3B), the implied valuation for the core business is ~$15B versus a projected $3–4B ARR by end of 2026. The author rhetorically suggests investors shouldn’t be afraid to buy at $112.
Babyfolio @babyfolio Oct 18, 2025 $NBIS, $IREN and $CIFR are the future.
Single short social post expressing a bullish, long-term sentiment on three cashtagged equities ($NBIS, $IREN, $CIFR) with no specific catalyst, valuation, or timing. Actionability is low but directionally implies a pro-crypto/compute-infrastructure stance.
Proof-backed call history
Seven recent public recommendations/analyses were evaluated. The content set includes valuation remarks, sum-of-the-parts arguments, and speculative price predictions. Evaluated sample shows an average return of 129.5249% across seven items, with a 100.0% win rate in that sample (as reported).
Single-ticker valuation remark: author claims $NBIS is “cheaper on all metrics” at $90 today vs $65 yesterday, implying fundamentals/estimates moved up faster than price (multiple compression). No explicit catalyst, timeframe, or position disclosed.
Single-line social post only mentions “$NBIS in 2025” with no thesis, catalyst, direction, or rationale. Not actionable as investment research.
Post argues $NBIS is undervalued on a sum-of-the-parts basis: at ~$28B market cap and ~$5B cash plus a 28% stake in ClickHouse (IPO soon; implied $5–8B value) and other subsidiaries (~$3B), the implied valuation for the core business is ~$15B versus a projected $3–4B ARR by end of 2026. The author rhetorically suggests investors shouldn’t be afraid to buy at $112.
Single short social post expressing a bullish, long-term sentiment on three cashtagged equities ($NBIS, $IREN, $CIFR) with no specific catalyst, valuation, or timing. Actionability is low but directionally implies a pro-crypto/compute-infrastructure stance.
Single short social post expressing a bullish, long-term sentiment on three cashtagged equities ($NBIS, $IREN, $CIFR) with no specific catalyst, valuation, or timing. Actionability is low but directionally implies a pro-crypto/compute-infrastructure stance.
Single short social post expressing a bullish, long-term sentiment on three cashtagged equities ($NBIS, $IREN, $CIFR) with no specific catalyst, valuation, or timing. Actionability is low but directionally implies a pro-crypto/compute-infrastructure stance.
Single-ticker, highly speculative social post making long-dated price predictions for $NBIS (to $300 by end-2026 and $1,056 by end-2027) with stated intent to possibly go “all in.” No fundamental, catalyst, product, valuation, or risk reasoning provided, so actionability is low beyond capturing sentiment/positioning.
About this channel
Author handle: @babyfolio on X. Produces concise market commentary focused on infrastructure and crypto-related equities. Posts vary from single-line sentiment statements to multi-part valuation threads; many lack detailed catalysts, risk discussion, or disclosed positions.
@babyfolio
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Follow @babyfolio for short, conviction-driven social commentary on $NBIS, $IREN, and $CIFR, keeping in mind posts are often brief and may not constitute actionable, fully-developed investment research.