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@MirageWL8 MirageMirage posts on X about $nbis, ai, $orcl, core the most. They currently have XXXXX followers and 1082 posts still getting attention that total XXXXX engagements in the last XX hours.
Social category influence stocks finance technology brands celebrities automotive brands countries fashion brands
Social topic influence $nbis #25, ai, $orcl #41, core #1727, if you, $nvda, stocks, $crwv, elon musk, $spcx
Top accounts mentioned or mentioned by @elonmusk @rivian @rjscaringe @justintrudeau @hilbe @stevesaretsky @tesla @amitisinvesting @romanchernin @marcboroditsky @wholemarsblog @danielfoch @danielkoss @saxenapuru @gurgavin @realdonaldtrump @zastocks @accountingds @nebiusai @sama
Top assets mentioned Nebius Group N.V. Class A Ordinary Shares (NBIS) Oracle Corporation (ORCL) NVIDIA Corp. (NVDA) CoreWeave, Inc. (CRWV) Tesla, Inc. (TSLA) Alphabet Inc Class A (GOOGL) Rivian Automotive, Inc. (RIVN) Lululemon Athletica Inc (LULU) Trade Desk, Inc. (TTD) Adobe, Inc. (ADBE)
Top posts by engagements in the last XX hours
"$NBIS Buildout Speed In the wake of the $ORCL report that some data centres will be delayed until 2028 and previous reports of $CRWV delays in their data centre. I want to take a quick moment to remind you of a few things: - $NBIS got the UK site up in X months from June 2025 to Nov 2025: - Vineland phase X in X months: from DataOne howcome we got it done in X months - They have a few advantages: (1) they move at the speed of a startup little bureaucracy. ublike $ORCL which @marcboroditsky has mentioned at length is an issue at Oracle (2) because they design and build their own racks aka are"
X Link 2025-12-12T16:38Z 1059 followers, 10.4K engagements
"Wow so @elonmusk if $SPCX IPO at $1.5T - SpaceX equity will be worth $630B (43%) - $TSLA equity is worth about $225B (15%) - @xai equity worth about $108B (54% of $200B) Total: $963B net worth as of next year at current valuations And he just signed a performance package for up to $1T if he brings Tesla market cap to $8.5B+ which would be a 5.7x from current levels of his current Tesla stake. This means his Tesla stake could be $1.275T + $1T awarded in performance package if Tesla hits package milestones. This means if other ventures stayed at current market cap and Elon secured the Tesla"
X Link 2025-12-11T00:46Z 1052 followers, XXX engagements
"At the end of the day people will always flock back to growth companies. Why If you were the general manager of an NBA team right now would you want to build around the first pick in the NBA draft Or a XX year old Lebron James Its pretty obvious"
X Link 2025-12-11T15:24Z 1053 followers, XX engagements
"If you use ChatGPT or Gemini daily then AI has value Which apparently is over 1B people worldwide 🤷♂ But yes apparently it provides no value to the billion people using it"
X Link 2025-12-11T16:42Z 1053 followers, XX engagements
"I think more and more were seeing companies try to lessen dependence on $NVDA for a few reasons: Long term control specialized performance and long term cost savings for this application. I dont think this is any knock on $NVDA but I do think we see a more balanced approach in the future. $RIVN"
X Link 2025-12-11T17:17Z 1054 followers, XXX engagements
"Jensen isnt a guy to overprimise $NVDA"
X Link 2025-12-11T17:42Z 1054 followers, XXX engagements
"I dont use this meme lightly I think it needs to be said. HOLD $NBIS"
X Link 2025-12-11T16:39Z 1054 followers, XXX engagements
"$NBIS Interview @gracegongGG with Roman - some gem of answers. This topic on pricing products and services. Q: I want to touch on the revenue side of things. One of the core revenue model is AI Infrastructure as a Service and there's full stack AI platform. I guess like XX% of the primary service is just the cloud infrastructure business. How do you think about pricing your service compared to competitive companies And how do you incentivize people I think for people to build a business on top of Nebius it would have to be a company that's recently born and fast growing. How do you price your"
X Link 2025-11-19T06:14Z 1057 followers, 2649 engagements
"$NBIS A bit of history - February 2022 - Yandex shares were halted due to international sanctions following the Russia Ukraine war - July 2024 - Yandex sold all of its Russian assets and restructured and rebranded as Nebius Group shifting its focus entirely to AI infrastructure. Nebius had approximately $2.5B in cash from the sale of these assets - October 2024 - Nebius wasn't officially listed on the NASDAQ until October XX 2024 Pretty crazy that $NBIS has only been listed for just over XX months"
X Link 2025-12-06T06:15Z 1059 followers, 8421 engagements
"$NBIS x DataOne"
X Link 2025-12-08T21:50Z 1059 followers, 47.3K engagements
"$NBIS Profitability The expectation is $3B in net income for FY 2028 This isnt adjusted gross margin this isnt operating margin its not adjusted EBITDA hell its not EBIT Its bottom line profitability"
X Link 2025-12-11T17:54Z 1059 followers, 7076 engagements
"$ORCL problems are not $NBIS problems. Do not conflate the two. Speed isnt easy dealing with vendors isnt easy delays absolutely happen. But whats important here is planning well in advance being resourceful and having workarounds with an intense sense of urgency. No project ever goes smooth but $NBIS is in prime territory to move extremely fast and come up with workarounds when there are roadblocks. This reminds me of Tesla building Model X in the tent"
X Link 2025-12-12T16:39Z 1059 followers, 4512 engagements
"Lmao its hilarious that anybody listens to these Wall St analysts. What advantage do they have over retail They cover the entire market and tons of stocks and dont have bandwidth to do great detail over some of the well detailed retail analysts. And even well detailed retail analysts can only act on as much public information as everybody has. Wall st analysts are overpaid keyboard warriors that are paid too much to do too little often with a vast lack of experience to discuss topics in historical depth and also have to realize how they are incentivized. How invested are they in the company"
X Link 2025-12-12T22:04Z 1058 followers, XX engagements
"Been some talk on this one $TTD"
X Link 2025-12-12T22:32Z 1059 followers, XXX engagements