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@DanInvestings DanielDaniel posts on X about $nbis, ai, clickhouse, china the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.
Social category influence stocks XXXXX% technology brands XXXXX% countries XXXXX% finance XXXXX% social networks XXXX% automotive brands XXXX%
Social topic influence $nbis #29, ai 15.79%, clickhouse #26, china 10.53%, digits 5.26%, stakes 5.26%, microsoft 5.26%, cloudflare 5.26%, $shop 5.26%, meta XXXX%
Top accounts mentioned or mentioned by @gleysen @genzinvest0r @bujokmr @paracapital @hedgeye @hedgeyechips @vjcheers @babyfolio
Top assets mentioned Nebius Group N.V. Class A Ordinary Shares (NBIS) Microsoft Corp. (MSFT) Cloudflare, Inc. (NET) Shopify Inc (SHOP) Uber Technologies, Inc. (UBER) Tesla, Inc. (TSLA) Alphabet Inc Class A (GOOGL) NVIDIA Corp. (NVDA)
Top posts by engagements in the last XX hours
"$NBIS People dont get that Nebius is a mini hyperscaler. They dont just offer BMaaS they also have a software layer on top of it plus other services. They also diversified assets and stakes in Clickhouse Avride Toloka and TripleTen all growing at triple digits"
X Link 2025-11-24T04:40Z 1268 followers, 5361 engagements
"$NBIS Current Named Nebius Customers Hyperscalers: Microsoft Meta Enterprise (unicorn and above): Shopify Cloudflare Prosus Cursor Recraft Brave JetBrains Anyscale Frontier AI Labs: Black Forest Labs (Flux models) World Labs (Li Feifei world models) Open-source Infrastructure: vLLM SGLang AI Inference Partners: Baseten Lightning AI Bio-science Start-ups: Simulacra AI Quantori Converge Bio SieveStack YerevaNN TrialHub xAID Unum Other Start-ups: Higgsfield AI Lynx Analytics Chatfuel Wubble Krisp Positronic Robotics TheStage AI CentML (acquired by Nvidia) Synthlabs Dubformer Academia: Stanford"
X Link 2025-11-25T17:18Z 1270 followers, 11K engagements
"$NBIS Nebius is literally a full AI play think about it theyve got: AI Infrastructure Compute / Storage / Networking Software Layer AI frameworks orchestration model deployment (MLOps) ClickHouse High-performance databases & analytics Avride Robotics / Autonomous systems Toloka Data labeling & human-in-the-loop pipelines TripleTen Tech education / workforce pipeline"
X Link 2025-12-02T17:30Z 1260 followers, 4877 engagements
"$NBIS All these companies having solid beats and valuations arent sky high and youre telling me we are in a bubble"
X Link 2025-12-03T21:08Z 1275 followers, 3137 engagements
"$NBIS Nebius is following Nvidia on that Baidu news which is a nothing burger. Nvidia chips are way ahead of Chinese chips and China is a bonus to even sell there. Nvidias Blackwell is built on TSMCs 4nm process. Chinas best alternative (Huawei Ascend 910C) is struggling to mass-produce on 7nm (SMIC). Even the best Chinese chips (Ascend 910C) only reportedly hit XX% of the performance of Nvidia's older H100 in specific inference tasks. Against the new Blackwell (GB200) they are obsolete before they hit the shelf. The CUDA Moat: Nebius sells "Nvidia-native" infrastructure. Western enterprises"
X Link 2025-12-05T16:03Z 1268 followers, 7252 engagements
"Ray Myers via LinkedIn: $UBER and $NBIS Avride launching robotaxis in Dallas is a bigger deal than most think 🟢 - $NBIS Avride becomes only the 3rd company in the US behind $GOOGL and $TSLA offering paid robotaxi trips. This puts them in the same league as these trillion-dollar companies despite being a small start-up. - This is also an extremely important symbolic milestone. Today Avride's valuation in the eyes of potential investors has likely multiplied many times. - I wouldn't be surprised if Avride does a large raise in the next few months at a valuation significantly higher than the"
X Link 2025-12-05T20:39Z 1273 followers, 22.5K engagements
"$NVDA $NBIS Boolish"
X Link 2025-12-08T21:49Z 1253 followers, 6503 engagements
"$NBIS Arete Research has increased its price target on Nebius from $XXX to $211"
X Link 2025-12-01T16:04Z 1278 followers, 11.5K engagements
"$NBIS Nebius has reclaimed $XXX 👀"
X Link 2025-12-01T20:01Z 1275 followers, XXX engagements
"$NBIS Interesting. Nebius just hired Evan Helda as the head of physical AI he has previous experience with Amazon at AWS Robotics He will be leading GTM and product strategy for physical AI: Robotics self-driving drones digital twins spatial computing etc"
X Link 2025-12-05T18:10Z 1276 followers, 3219 engagements
"$NBIS Nebius is now the 8th largest holding in Tom Lees Granny Shot Fund. 👀"
X Link 2025-12-10T03:38Z 1277 followers, 49K engagements
"@gleysen When did I say otherwise"
X Link 2025-12-10T17:32Z 1277 followers, XXX engagements
"@Para_Capital Its just different sometimes. Sometimes IREN isnt following the DC space and sometimes its Coreweave etc"
X Link 2025-12-10T17:52Z 1277 followers, XXX engagements
"$NBIS X million+ shares traded already in the first hour of trading. Seems like volume is coming back after FOMC meeting. I dont think its crazy for us to rally soon"
X Link 2025-12-11T15:22Z 1277 followers, 4105 engagements
"$NBIS There is a difference between Nebius and Oracle & Coreweave. Nebius is scaling the correct way with low amounts of debt and a lot of cash and the other two are scaling with large amounts of debt We are NOT in the same boat. The market will recognize this. @Hedgeye @HedgeyeChips"
X Link 2025-12-11T18:11Z 1277 followers, 1645 engagements