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@MB_Hogan Avatar @MB_Hogan Mark Hogan

Mark Hogan is not mentioned in the provided tweets. However, Nebius ($nbis) is a frequently discussed stock, with many users expressing bullish sentiments and confidence in its growth potential. The company's partnerships, revenue growth, and analyst price targets are being closely watched by investors.

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Followers: XXXXX #

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Social Influence

Social category influence finance XXXXX% stocks XXXX% technology brands XXXX% countries XXXX% currencies XXXX%

Social topic influence $nbis #11, ai 7.32%, microsoft 4.88%, ceo 4.88%, goldman sachs 2.44%, $uber 2.44%, business 2.44%, lee 2.44%, volatility 2.44%, if you XXXX%

Top accounts mentioned or mentioned by @genzinvest0r @jiahanjimliu @hyperaicapital @nugmegs @friddles88 @accounting_ds @stockfeed11111 @reelyphishy @samsolid57 @nglotus9898 @stockmktnewz @accountingds @mvcinvesting @bagelc47 @tigerstrat @markosaaig @agrippainv @tiger_strat @babyfolio @_sgr_a_star

Top assets mentioned Nebius Group N.V. Class A Ordinary Shares (NBIS) Microsoft Corp. (MSFT) Goldman Sachs (GS) Uber Technologies, Inc. (UBER) IREN Limited (IREN) Cipher Mining Inc. Common Stock (CIFR)

Top Social Posts

Top posts by engagements in the last XX hours

"JUST IN : Goldman Sachs Research predicts XX base point fed interest rate cut in December and also expects two 25-basis-point cuts in March and June 2026 to a terminal rate of 3-3.25%. $NBIS 2026"
X Link 2025-12-04T15:42Z 3489 followers, 3496 engagements

"Thx Perhaps but not necessarily true. For example w/ Microsoft deals Nebius just stated that they will clear between 20-30 EBIT margins. Even uber IREN bulls like @jiahanjimliu conceded Nebius got the better deal from Microsoft on overall economics but longer term Nebius is pushing a difffeernt business model to vendor startup and enterprise w/ high software integrated margins which remain to be segmented in their reporting. So there are still questions there for me"
X Link 2025-12-07T14:46Z 3484 followers, XX engagements

"Tom Lee fund now has Nebius as 8th largest position out of XX holdings. Long Game $NBIS"
X Link 2025-12-10T12:33Z 3512 followers, 10.7K engagements

"Long $NBIS There is no Ai bubble. Volatility is our friend. The Ai revolution will define the next decade of life globally on this planet. So is Ai sector volatility lately a good thing Yes Because these healthy pullbacks allow companies to grow more organically in line with revenue and fundamentals. Brad Gerstner Altimeter Capital founder and CEO believes market volatility in tech stocks is a positive indicator for the industrys long-term health. Volatility is good he said noting that despite Nvidia (NVDA) experiencing XX% drawdowns earlier in the year the company now trades at reasonable"
X Link 2025-12-02T17:05Z 3510 followers, 3863 engagements

"Jim I trust that you must know better than me on that point. But a number of sites Ive checked show 3.4B ARR by end of 2026: If you think Irens end of 2026 ARR may actually be much higher from these new deals coming online early next year curious what is your end of 2026 ARR projection"
X Link 2025-12-06T07:04Z 3510 followers, XXX engagements

"BREAKING NEWS: I will be getting an official $NBIS t-shirt How's that for a Merry Christmas I'll be posting a pic of this official merchandise as soon as it arrives 🙌🏻😁"
X Link 2025-12-10T17:55Z 3512 followers, 11.5K engagements

"@accounting_ds 🤝"
X Link 2025-12-10T18:51Z 3511 followers, XXX engagements

"M. V. Cunha published his new $NBIS valuation model Read the whole substack in his profile link below. Cunhas model assumes around 329M shares outstanding (which is roughly an additional XX% more dilution beyond the full 25M ATM) Here are his bear base and bull case Nebius Price Targets: Bear case ($55.4B market cap): $XXXXXX per share Base case ($75.5B market cap): $XXXXXX per share Bull case ($97.7B market cap): $XXXXXX per share"
X Link 2025-11-27T00:57Z 3503 followers, 67.3K engagements

"Writing for Seeking Alpha Rick Orford just published: Nebius Stock To Surge As Gross Profit Could 50x Unsurprisingly considering the title of his article he gives $NBIS a BUY RATING driven by explosive revenue growth premium contracts with Microsoft and Meta and aggressive capacity expansionwith gross margins over XX% and has nearly sold out its computing capacity due to surging Al demand"
X Link 2025-11-28T14:49Z 3497 followers, 14.5K engagements

"One of the existential risks to the Ai thesis in the short and medium term would be a Chinese takeover of Taiwan. What would this mean for TSM and Nvidia hyperscalers and of course downstream neoclouds like $NBIS and $IREN and $CIFR A risk to monitor as we head into 2026"
X Link 2025-11-30T21:25Z 3508 followers, 2587 engagements

"$NBIS Global semiconductor market nears $1T in 2026 Following a stronger-than-expected third quarter the global semiconductor market is now expected to grow XX% in 2025 reaching $772B. This represents an upward revision of nearly $45B (about X percentage points) The upward revision is mainly driven by Logic and Memory boosted by Al-related applications and continued demand in computing and data center infrastructure"
X Link 2025-12-02T13:23Z 3504 followers, 3735 engagements

"My revised XX month BASE CASE $NBIS Valuation and Price Target: Nebius has guided for 7-9B ARR by end of 2026. Its important to note that Arkady Volozh as CEO has a flawless track record of meeting or exceeding his initial guidance even during years of extreme duress such as 2020 during Covid and 2022 w/ Russia/Ukraine war. This record spans his XX prior years at Yandex and this year as Founder/CEO of Nebius an unmatched achievement. My base case assumes Arkady will meet guidance again and Nebius will hit the midpoint of their ARR guidance at 8B growing ARR at an unprecedented XXX% YoY."
X Link 2025-12-03T13:50Z 3503 followers, 17.7K engagements

"Yes 🤝 quarterly earnings expectations set by the street different from yearly guidance issued by the company. Arkady has always either met or exceeded the yearly guidance he issued which is directly relevant to my point here about the 7-9B ARR that Nebius is guiding for by end of 2026. Just gives me extreme confidence that this extraordinarily high number is likely to be conservative knowing his track record"
X Link 2025-12-04T11:57Z 3502 followers, XX engagements

"$NBIS is in a fantastic position for the European Ai buildout. I am betting they will win one of X gigafactory deals in early 2026 with this 20B EUR allotment. A massive catalyst if it happens"
X Link 2025-12-05T05:13Z 3503 followers, 16.3K engagements

"@BagelC47 @jiahanjimliu Yes 👍🏻 good point. Btw did you see this on Nebius hyperscaler margins"
X Link 2025-12-06T17:42Z 3508 followers, XXX engagements

"@Tiger_Strat @jiahanjimliu @MarkosAAIG @Agrippa_Inv 🤝 Thx. Anduril sounds very intriguing might IPO at 30B projected in 2026-27"
X Link 2025-12-09T16:49Z 3510 followers, XXX engagements

"@Friddles88 Not sure. I know it made his top XX to own through end of year so it must be in the fund"
X Link 2025-12-10T23:11Z 3511 followers, XX engagements