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@Sandeman52 SandemanStocksSandemanStocks posts on X about $nbis, if you, $2b, fud the most. They currently have XXXXXX followers and XX posts still getting attention that total XXXXXX engagements in the last XX hours.
Social category influence stocks XXXXX% technology brands XXXXX% finance XXXXX% countries XXXX% travel destinations XXXX% currencies XXXX%
Social topic influence $nbis #21, if you 12.5%, $2b #16, fud #73, ai 8.33%, the first 4.17%, agi 4.17%, categories 4.17%, clickhouse 4.17%, snowflake XXXX%
Top accounts mentioned or mentioned by @danielwhitmore_ @danielkoss @nebiusai @marcboroditsky @itsalasdairmann @jaygneumark @user889889 @uscg2005 @ifonlywetalked @spiralout_one @marekpiotr84 @miragewl8 @jasonsonderfan @fabio_zagami @grok @solanle107 @jeffersonian88 @bitcoin_4life @vak5555
Top assets mentioned Nebius Group N.V. Class A Ordinary Shares (NBIS) CoreWeave, Inc. (CRWV) Alphabet Inc Class A (GOOGL)
Top posts by engagements in the last XX hours
"$NBIS Here are five real bear theses that skeptics raise about NBIS each followed by a clear explanation of why the argument fails. The first bear thesis claims that NBIS is nothing more than an Nvidia dependent derivative. Critics argue that if the Nvidia cycle slows or hyperscalers regain supply dominance NBIS loses its growth engine. This is incorrect because Nebius is not a chip reseller. It is a vertically integrated compute utility with long duration contracts multivendor procurement and sovereign cloud projects that extend far beyond Nvidia alone. Modern datacenters do not disappear if"
X Link 2025-11-26T16:02Z 22.8K followers, 20.9K engagements
"Once we achieve AGI infrastructure and compute demand will accelerate far beyond todays growth curve because AGI does not stabilize demand it amplifies it. The moment systems become capable of improving their own models designing better architectures writing more efficient code expanding into autonomous robotics and generating entirely new categories of intelligence the upstream requirement for power land cooling memory networking and specialized compute increases rather than levels off. Each new tier of capability produces more sophisticated agents which in turn require larger training runs"
X Link 2025-11-26T16:15Z 22.8K followers, 6667 engagements
"$NBIS owns XX% of ClickHouse. Right now ClickHouse is not publicly traded but the IPO will come. Here is a comparison of clickhouse vs Snowflake which currently has a market cap of $85B. Ill just leave this comparison here and let you deduce what ClickHouse could be worth one day: Snowflake is a general purpose cloud data warehouse optimized for ease of use and elasticity. ClickHouse is a high-performance real-time analytical database optimized for raw speed and cost efficiency. They are not direct substitutes in many workloads. But where they do compete ClickHouse almost always outperforms"
X Link 2025-11-26T20:14Z 22.8K followers, 27.3K engagements
"Waymo vs Avride X. Business Model Waymo is a full-stack autonomous-driving company aiming to operate robotaxi fleets at global scale. Their model is asset-heavy capital-intensive and dependent on solving end-to-end autonomy for unpredictable urban environments. Their goal: replace human drivers in major cities. Avride is structured like a lightweight autonomy infrastructure platform. It focuses on small-form autonomous delivery university campuses controlled areas and partner-integrated deployments. Instead of owning huge fleets it embeds autonomy into partners logistics and rides on $NBIS"
X Link 2025-11-28T14:08Z 22.8K followers, 9571 engagements
"$NBIS interesting update. They keep cooking behind the scenes"
X Link 2025-12-09T11:34Z 22.8K followers, 20.5K engagements
"All the people getting mad at Trump for standing up for American values safety for Americans and freedom to feel safe in our country again are the problem. We want safety we want American values we want American haters to get the F out of this country. We are sick of it. Unfollow me if you disagree. I dont care. I know most of you feel the same way. Stand the F up"
X Link 2025-11-29T02:33Z 22.8K followers, 8218 engagements
"Heading to Disney World. Yall keep my $NBIS stock price up until next week 🫡"
X Link 2025-12-01T12:24Z 22.8K followers, 7954 engagements
"$NBIS dipping premarket in sympathy of $CRWV $2B convertible note offering"
X Link 2025-12-08T12:32Z 22.8K followers, 25.3K engagements
"Many people want to know my secret sauce on how I turned $50k into X figures. Its not all about picking winning stocks. It starts when you are in your early 20s. You need to decide to be a winner. You need to embrace hard work. Be smart with your decisions. Work harder and smarter. If you front load your life early with the right work ethic and decisions you will be free to do what you want in your 40s. I have lots to say on the subject. Its an entire process. Its a lifestyle. Its a mindset. There are many ways to approach this. I have many tips. Many stories from past experiences. Might"
X Link 2025-12-10T15:23Z 22.8K followers, 13.7K engagements
"Everyone worried about the Japanese Yen. Well so is the Bank of Japan. Historically every time Japan intervenes to strengthen the yen: The yen often moves X to X% in minutes Then 1015% in the following weeks. Example: -In 2022 BOJ intervention caused a multi-percentage move in seconds. -In 1998 yen strengthened XX% in X days. These are face-ripper reversals"
X Link 2025-11-20T19:47Z 22.8K followers, 7725 engagements
"Why TF did we load planes of military age males from Afghanistan to the United States Like why tf did we do that Biden fckd up"
X Link 2025-11-27T02:22Z 22.8K followers, 8141 engagements
"Hold the line. We are going up this week"
X Link 2025-12-01T14:47Z 22.8K followers, 4528 engagements
"$NBIS in line for guardians of the galaxy my favorite ride. I see some MSFT FUD. Just remember all dips are getting bought by institutions. Dont sell your shares to them"
X Link 2025-12-03T14:49Z 22.8K followers, 17.7K engagements
"$NBIS expect 1-2 AI or NVDA chip FUD articles per week. Dont even pay attention to it. Its noise"
X Link 2025-12-04T17:39Z 22.8K followers, 8181 engagements
"$NBIS dont let dips bother you"
X Link 2025-12-05T15:04Z 22.8K followers, 8059 engagements
"$NBIS Not many investors (and probably way fewer non investors) realize that the Google founders traveled to Russia to visit Yandex (Now NBIS) and its CEO Arkady. There is credible evidence that Googles co founders Sergey Brin and Larry Page traveled to Russia in the early two thousands to meet the founders of Yandex. In a later interview Yandex co founder Arkady Volozh explained that Brin and Page visited Moscow in two thousand three and met with him and Ilya Segalovich. During that meeting Google expressed interest in acquiring Yandex for roughly one hundred million dollars. By the time"
X Link 2025-12-08T15:19Z 22.8K followers, 25.9K engagements
"If you are holding a good stock let it cook. Let it grow. Macro bs is just wind blowing it around like a plant. Its natural. Dont worry if it moves up and down with macro especially intraday bs. What matters is whats going on behind the scenes. Everything else is just noise"
X Link 2025-12-10T14:55Z 22.8K followers, 9865 engagements
"$NBIS Solid post from seankigz on Stocktwits: X. The Oracle RPO Shock (The $XXX Billion Signal) The Number: Oracle reported Total Remaining Performance Obligations (RPO) of $XXX Billion up XXX% Year-over-Year. The Meaning: This is the backlog. This number is astronomically higher than the $XX Billion last year. Why it matters for NBIS: It proves the demand for AI infrastructure is not slowing downit is accelerating vertically. If customers are signing $XXX Billion in contracts with Oracle the "spillover" demand for Nebius (who has capacity now) will be massive. This validates the "Supply"
X Link 2025-12-10T21:36Z 22.8K followers, 7015 engagements