@babyfolio BabyfolioBabyfolio posts on X about $nbis, $iren, ai, market the most. They currently have [------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
Social category influence stocks 37.5% finance 22.22% technology brands 6.94% automotive brands 4.17% financial services 1.85% cryptocurrencies 0.93% events 0.93% travel destinations 0.93% social networks 0.46% countries 0.46%
Social topic influence $nbis #75, $iren #125, ai 15.74%, market 6.94%, $cifr 6.48%, $crwv #81, end of 5.09%, this is 5.09%, future 4.63%, crwv 4.63%
Top accounts mentioned or mentioned by @neuralcadence @hyperaicapital @themarketjarl @ilzmcfly @david_incel @freedombirdo @paramdan42454 @longinvest32 @accountingds @jaybleezy42069 @dannyquark @stockdude1688 @grok @vicridrag @retailmourinho @asmallfish5 @accentures @fantstockleague @thestocksking @spiralout_one
Top assets mentioned Nebius Group N.V. Class A Ordinary Shares (NBIS) Iris Energy Limited (IREN) Cipher Mining Inc. Common Stock (CIFR) CoreWeave, Inc (CRWV) Tesla, Inc. (TSLA) Microsoft Corp. (MSFT) Hims & Hers Health, Inc. (HIMS) Goldman Sachs (GS) Oracle Corporation (ORCL) NVIDIA Corp. (NVDA) Alphabet Inc Class A (GOOGL) Metadium (META) Shopify Inc (SHOP) Cloudflare, Inc. (NET)
Top posts by engagements in the last [--] hours
"Thinking of flipping some $NBIS shares into calls. If I believe we hit $300 by end of [----] which options setup gives the best return Feeling so bullish the market is literally blind here"
X Link 2025-09-28T14:42Z [----] followers, 15.7K engagements
"@OneTrumpToRule Out of $NEBX"
X Link 2025-10-12T15:49Z [----] followers, [--] engagements
"Interesting predictions. Would you sell $NBIS for if you got offered $200 right now Top [--] Tech Predictions for [----] 🍿🐂🏆🔥👇📱 https://t.co/ckEEJCyUuT Top [--] Tech Predictions for [----] 🍿🐂🏆🔥👇📱 https://t.co/ckEEJCyUuT"
X Link 2025-12-19T12:08Z [----] followers, 26.9K engagements
"Funny how close ClickHouse market cap is creeping towards $NBIS. At this rate ClickHouse will be valued higher 🤯 $NBIS it really does NOT matter if the ClickHouse round was actually $15B or not. The point is CH is worth that much and soon much more and that is not properly reflected in the Nebius stock price. Only difference between the news being real or not is if the stock will pump $NBIS it really does NOT matter if the ClickHouse round was actually $15B or not. The point is CH is worth that much and soon much more and that is not properly reflected in the Nebius stock price. Only"
X Link 2026-01-17T17:08Z [----] followers, 10.5K engagements
"Do you think $NBIS will be acquired If so who's the buyer Odds on Polymarket that Nebius $NBIS will be acquired before [----] just surged to 75%. Stock is down -7% today and no new M&A rumors are circulating or known. https://t.co/4CZQvpFiyK Odds on Polymarket that Nebius $NBIS will be acquired before [----] just surged to 75%. Stock is down -7% today and no new M&A rumors are circulating or known. https://t.co/4CZQvpFiyK"
X Link 2026-01-30T06:48Z [----] followers, 25.3K engagements
"$NBIS and other AI infra plays getting massacred. Nothing new hold through pain"
X Link 2026-01-31T04:44Z [----] followers, [----] engagements
"Beat or miss $NBIS better show execution - it's important because the price action is all about execution. We'll be following the earnings report & earnings call. Should be interesting. 🚨 $NBIS will report its Q4 [----] results on February [--] before the market open. https://t.co/i4GAuesuod 🚨 $NBIS will report its Q4 [----] results on February [--] before the market open. https://t.co/i4GAuesuod"
X Link 2026-01-31T06:41Z [----] followers, 23.2K engagements
"$NBIS is very underappreciated. Investors underestimate their ability to perform. That's where alpha will be made. It's not as obvious of an investment like $IREN / $CIFR are (which have their own execution risks but somewhat "less" risky)"
X Link 2026-02-01T10:01Z [----] followers, 17.4K engagements
"It's a great sign for $NBIS. Customers value the software proposition that Nebius built in house (that a lot of people on X are doubting is worth anything) Some customers if not most aren't looking for just compute they want the whole package. $NBIS new client Revolut Who does Ai infrastructure better than Nebius Executive Director of Data Science and AI at Revolut Pavel Nesterov answers the questionnobody. Revolut chose Nebius after first trying other major hyperscaler providers including Google and OpenAi that https://t.co/CekbtzwhAi $NBIS new client Revolut Who does Ai infrastructure"
X Link 2026-02-02T17:42Z [----] followers, [----] engagements
"I open the brokerage app a few times a day. Today seems like a hella red day in the markets $NBIS and $IREN "relatively" strong. What's the news WW3 started"
X Link 2026-02-03T18:26Z [----] followers, [----] engagements
"Is AI the future Current market says no. And in my view - real life says yes. What's your take $NBIS & $IREN will act accordingly"
X Link 2026-02-04T16:07Z [----] followers, 13.7K engagements
"$NBIS and $IREN with the huge swings I wonder if people get shaken out by this for the past few weeks"
X Link 2026-02-05T14:43Z [----] followers, 14.8K engagements
"When will be the "AHA" moment for $NBIS I think it will come only in the later half of the year. The rise will be sharp"
X Link 2026-02-05T17:12Z [----] followers, [----] engagements
"And market is still bearish on AI 🤣🤣🤣🤣 I'm telling you the alpha is here follow the money ( $NBIS $IREN etc.) Big Tech [----] CapEx outlook: $AMZN: $200B vs. $146B est. $GOOGL: $175-185B vs. $120B est. $META: $115-135B vs. $110B est. $MSFT: No guidance but same tone Total: $490-520B vs. $376B est. Wall Street hates it. https://t.co/Qwi4EQBHi6 Big Tech [----] CapEx outlook: $AMZN: $200B vs. $146B est. $GOOGL: $175-185B vs. $120B est. $META: $115-135B vs. $110B est. $MSFT: No guidance but same tone Total: $490-520B vs. $376B est. Wall Street hates it. https://t.co/Qwi4EQBHi6"
X Link 2026-02-06T12:59Z [----] followers, [----] engagements
"Be honest you sold 🤣"
X Link 2026-02-06T17:49Z [----] followers, [----] engagements
"Markets can get messy just look at the last few weeks. One bad move can turn into a painful loss (panic selling / chasing hype). Thats why you stick with companies that have strong management you actually trust to work for shareholders like $NBIS"
X Link 2026-02-07T14:16Z [----] followers, [----] engagements
"@MB_Hogan That box was delivered by a $CRWV shareholder"
X Link 2026-02-11T06:40Z [----] followers, [---] engagements
"@DannyQuark Too many paper hands"
X Link 2026-02-11T14:17Z [----] followers, [---] engagements
"@NeuralCadence Absolutely. And $NBIS probably will"
X Link 2026-02-14T19:03Z [----] followers, [--] engagements
"Interesting acquisition from $NBIS what do you guys think about it Were not just aninfrastructure-as-a-service company were building the complete platform for anyone who wants tobuild AIproducts agents orservices. Tavily issolving acritical part ofthis stack with agentic search and has proven itwith strong developer adoption. This Were not just aninfrastructure-as-a-service company were building the complete platform for anyone who wants tobuild AIproducts agents orservices. Tavily issolving acritical part ofthis stack with agentic search and has proven itwith strong developer adoption. This"
X Link 2026-02-10T15:19Z [----] followers, 11.6K engagements
"What other sectors are you guys invested in outside of AI and energy Or are you all in AI and energy Outside of $NBIS and $IREN I have 1% in $KRKNF which is a battery supplier to Anduril(most of the thesis)"
X Link 2025-12-10T14:24Z [----] followers, 11.1K engagements
"Wow $NBIS at $18B mcap and $IREN at $9B 😮😱"
X Link 2026-02-06T04:16Z [----] followers, 14.7K engagements
"$NBIS earnings tomorrow my bet is the results would be amazing and reaction will be negative(5%-10%). What do you think is going to happen BIG UP BIG DOWN No big move BIG UP BIG DOWN No big move"
X Link 2026-02-11T06:48Z [----] followers, 42K engagements
"Don't let the stock price action affect what you think. Check in on the company and follow their execution. Quarterly results matter - the price action can be irrational and sometimes justified. $NBIS is 85% of my portfolio. Earnings tomorrow let's follow their execution"
X Link 2026-02-11T11:22Z [----] followers, 10.3K engagements
"@stockdude1688 Been 85% $NBIS 14% $IREN and 1% $KRKNF for a while now"
X Link 2026-02-11T21:00Z [----] followers, [---] engagements
"Interesting most people (including me) think we go down or stay neutral after $NBIS quarterly results 🤔 $NBIS earnings tomorrow my bet is the results would be amazing and reaction will be negative(5%-10%). What do you think is going to happen $NBIS earnings tomorrow my bet is the results would be amazing and reaction will be negative(5%-10%). What do you think is going to happen"
X Link 2026-02-12T07:56Z [----] followers, [----] engagements
"Super solid quarter waiting for the call $NBIS Today we reported our Q4 and full-year [----] financial results. The highlights include: - ARR as of year-end was $1.25B ahead of our most recent guidance of $900M$1.1B - This paves the way for significant continued growth. We are on track to end [----] with ARR of $7B$9B https://t.co/N0N8gKpiLT Today we reported our Q4 and full-year [----] financial results. The highlights include: - ARR as of year-end was $1.25B ahead of our most recent guidance of $900M$1.1B - This paves the way for significant continued growth. We are on track to end [----] with ARR"
X Link 2026-02-12T12:08Z [----] followers, [----] engagements
"$NBIS Keeping up the work 💯 first of many first of many"
X Link 2026-02-13T16:15Z [----] followers, [----] engagements
"@HyperAICapital Haha what's the new stock"
X Link 2026-02-14T07:18Z [----] followers, [---] engagements
"@pepemoonboy I'm happy for you I believe I should have done this before having children - children reduce you're risk appetite a lot especially when the expenses are already matching your incoming (+- few k's of saving)"
X Link 2026-02-14T08:55Z [----] followers, [---] engagements
"The upgrades will come soon for $NBIS Following $NBIS' Q4 results: Northland reiterated Outperform with a $211 PT 🟢 Citizens reiterated Outperform with a $175 PT 🟢 D.A. Davidson reiterated Buy with a $150 PT 🟢 MS reiterated Equalwt/Attractive with a $126 PT 🟢 Seaport Global reiterated Neutral with https://t.co/FYgqrUhhoA Following $NBIS' Q4 results: Northland reiterated Outperform with a $211 PT 🟢 Citizens reiterated Outperform with a $175 PT 🟢 D.A. Davidson reiterated Buy with a $150 PT 🟢 MS reiterated Equalwt/Attractive with a $126 PT 🟢 Seaport Global reiterated Neutral with"
X Link 2026-02-14T09:14Z [----] followers, [----] engagements
"@TheMarketJarl No $APLD is a dc owner and operator $NBIS is AI cloud services provider. I think the difference is big. For nebius DC is just a stepping stone to their goal while for $APLD it's their whole business"
X Link 2026-02-14T11:51Z [----] followers, [---] engagements
"@Mower20101 Reason"
X Link 2026-02-14T14:50Z [----] followers, [---] engagements
"@RetireSoonFam Most company pivots fail I don't trust them in that department. It costs money to make and maintain"
X Link 2026-02-14T20:04Z [----] followers, [---] engagements
"@otium33 True that's why I like them founders with huge skin in their game"
X Link 2026-02-15T13:36Z [----] followers, [---] engagements
"@FreedomBirdo $NBIS in my opinion is a better opportunity than $IREN. I believe you already know the company"
X Link 2026-02-14T10:59Z [----] followers, [----] engagements
"Thanks $NBIS for the gesture ❤🙏"
X Link 2026-02-09T15:00Z [----] followers, 15.4K engagements
"Fun fact: $NBIS is cheaper on all metrics at 90$ today than 65$ yesterday"
X Link 2025-09-09T16:11Z [----] followers, 169.4K engagements
"Prediction: $NBIS will be 300$ by end of [----] Bookmark this and check back later. I might actually all in this. Fun fact: $NBIS is cheaper on all metrics at 90$ today than 65$ yesterday Fun fact: $NBIS is cheaper on all metrics at 90$ today than 65$ yesterday"
X Link 2025-09-13T21:06Z [----] followers, 255.9K engagements
"Do you think $NBIS management should have more focus on PR or should they just let quarterly results do the talking"
X Link 2026-02-09T18:20Z [----] followers, [----] engagements
"$NBIS earnings were the one of the best ever(maybe only the previous one was better) Did you expect more than this"
X Link 2026-02-13T09:10Z [----] followers, 10K engagements
"$NBIS thesis just got derisked again after earnings. Execution keeps validating the story. Did you add on the report What % of your portfolio is $NBIS right now Mine - 85%"
X Link 2026-02-14T08:18Z [----] followers, [----] engagements
"What should a company that's growing like this should be valued in [----] My "conservative" take: $300B or less than [--] P/S Thats $1200 stock price. Never seen a growth story like this before. Never could fade a hyperscaler in the making. $530m to $31 billion in [--] years. $NBIS https://t.co/8K0tauOz09 Never seen a growth story like this before. Never could fade a hyperscaler in the making. $530m to $31 billion in [--] years. $NBIS https://t.co/8K0tauOz09"
X Link 2026-02-14T09:19Z [----] followers, 21.2K engagements
"$CRWV CEO offloading shares hand over fist COREWEAVE CEO HAS LIQUIDATED SHARES AHEAD OF EARNINGS $CRWV https://t.co/dYMpuBSOd8 https://t.co/zozGjf5nfD COREWEAVE CEO HAS LIQUIDATED SHARES AHEAD OF EARNINGS $CRWV https://t.co/dYMpuBSOd8 https://t.co/zozGjf5nfD"
X Link 2026-02-14T10:01Z [----] followers, 10.3K engagements
"The $IREN vs $NBIS debate is heating up. But theyre two different businesses. $IREN = power assets $NBIS = AWS of AI I hold 15% in $IREN because of the power thesis. If they shift to software Im out. I dont see them winning there. Whats your take power or expand"
X Link 2026-02-14T17:10Z [----] followers, 24.8K engagements
"@ilzmcfly That's true but they do have paying customers for their software and it is growing I believe they'll share KPIs in the coming quarters"
X Link 2026-02-14T17:55Z [----] followers, [----] engagements
"@ilzmcfly Not sure about $CRWV but $NBIS CRO in a interview said they'll share more data in the future because it's too early rn"
X Link 2026-02-14T18:01Z [----] followers, [---] engagements
"Disgusting. Hopefully they revert it. 36% tax on UNREALIZED gains. How does even work can anyone make money like this"
X Link 2026-02-14T18:05Z [----] followers, [----] engagements
"@paramdan42454 What is the alternative"
X Link 2026-02-14T18:11Z [----] followers, [---] engagements
"@TheEUInvestor @grok explain with examples"
X Link 2026-02-14T18:50Z [----] followers, [---] engagements
"Whats the #1 metric that makes you buy a stock For me its: Founder-led (real skin in the game) Strong revenue growth Expanding margins Tailwinds in the sector I believe these increase my "win rate" the most"
X Link 2026-02-15T13:16Z [----] followers, [----] engagements
"@longinvest32 Around $1200"
X Link 2026-02-15T18:59Z [----] followers, [---] engagements
"What do you guys do at work(if you don't work how do you fill your time) I'll start: Software Engineer"
X Link 2026-02-15T19:08Z [----] followers, [----] engagements
"@Vicridrag Haha at least AI won't take your job for the foreseeable future"
X Link 2026-02-15T19:14Z [----] followers, [---] engagements
"Seems like a fun idea - anyone down to play (I'm not paid I swear) FSL would like to welcome @babyfolio to the league Who thinks they can take him down There is only [--] spots left Visit https://t.co/8ebhWJj3qn Join for free https://t.co/1uRpTsbAIW FSL would like to welcome @babyfolio to the league Who thinks they can take him down There is only [--] spots left Visit https://t.co/8ebhWJj3qn Join for free https://t.co/1uRpTsbAIW"
X Link 2026-02-15T20:07Z [----] followers, [----] engagements
"On LinkedIn everyone talks about AI disrupting industries and multiplying efficiency. On X Mostly skeptics. Personally AI has increased my output by 10x+. Serious question: Do you think AI is a bubble that fades or a shift that permanently changes how we work"
X Link 2026-02-16T06:36Z [----] followers, [----] engagements
"@HyperAICapital Many sceptics here outside my special circle"
X Link 2026-02-16T06:42Z [----] followers, [---] engagements
"@retail_mourinho @HyperAICapital MSCI is not black rock"
X Link 2026-02-16T07:30Z [----] followers, [--] engagements
"New highs when $NBIS $IREN"
X Link 2026-01-15T12:43Z [----] followers, 11.8K engagements
"Very cheap. $NBIS valuation is a joke $NBIS at $100 = $25B market cap. They hold a 28% share in Clickhouse which is rumored to raise capital at a $15B valuation. That would mean a $4.2B stake. They sit at about $4.8B cash (has to be deployed to scale but for now we count it). Other subsidiaries we could value https://t.co/UZaYwondKg $NBIS at $100 = $25B market cap. They hold a 28% share in Clickhouse which is rumored to raise capital at a $15B valuation. That would mean a $4.2B stake. They sit at about $4.8B cash (has to be deployed to scale but for now we count it). Other subsidiaries we"
X Link 2026-01-17T06:28Z [----] followers, 16.5K engagements
"$NBIS is an opportunity you shouldn't miss. Don't wake up when it's too late. Do the research now and you'll understand"
X Link 2026-01-19T10:34Z [----] followers, 11K engagements
"@accounting_ds Things like this make me very grateful for what I have"
X Link 2026-01-27T08:11Z [----] followers, [---] engagements
"Buying $NBIS today at $90/share ($21B mcap) means: ⚡ $4B/yr AI infra revenue core biz 🔥 Riding 60% CAGR in the hottest sector And whats basically FREE 👇 🚀 Toloka 🚀 28% of ClickHouse 🚀 Avride 🚀 TripleTen Still hesitating"
X Link 2025-09-15T09:12Z [----] followers, 18.4K engagements
"So let me get this straight $NBIS is 21B market cap with 5.2B in cash set to make 4.5B in [----]. You get the core biz for 16B and the subsidiaries for free This is robbery. 🚨 Nebius Group $NBIS closes $4.2B raise On September [--] Nebius Group announced the closing of its public offering of Class A shares and concurrent private offering of convertible senior notes bringing in $4.2B gross proceeds Key details: 10.8M Class A shares sold at https://t.co/m8SBvvNMlu 🚨 Nebius Group $NBIS closes $4.2B raise On September [--] Nebius Group announced the closing of its public offering of Class A shares"
X Link 2025-09-15T20:46Z [----] followers, 57.2K engagements
"$NBIS all dips being bought You think it's only retail"
X Link 2025-09-24T16:29Z [----] followers, 10.6K engagements
"What are other stocks you hold with huge conviction that aren't $NBIS"
X Link 2025-09-25T23:40Z [----] followers, 15K engagements
"What was/is your biggest loss in the stock market and what was/is your biggest gain Could be in % or $ I lost 500k$ in $TSLL trying to swing trade it. My biggest gain was and is $TSLA with 3000%+ gain. Will $NBIS takeover"
X Link 2025-09-28T04:22Z [----] followers, [----] engagements
"Im mostly in $NBIS. If you had to pick one energy company thats also an AI play and still reasonably valued with high potential returns. Which one comes to mind (if possible explain why 🙏)"
X Link 2025-10-12T13:48Z [----] followers, [----] engagements
"@AaronFielding_ First time I encounter these tickers will look thanks"
X Link 2025-10-12T16:46Z [----] followers, [---] engagements
"$NBIS at $112 = $28B market cap. $5B cash 28% of ClickHouse (IPO soon could be worth $58B) Other subs $3B (conservative) That leaves $15B for the core biz doing $34B ARR by end of [----]. Are you still scared of buying"
X Link 2025-10-17T17:23Z [----] followers, 106.5K engagements
"You don't have many companies with management like $NBIS. Founder-led truly passionate about technology and the company itself. And you get [--] of them with huge skin in the game ( $IREN has this too what are the odds) My thoughts on the new $NBIS data center launch yesterday: [--] Arkady is obviously a billionaire by now and could easily stay behind the scenes. Yet he still shows up in person. From all his interviews he strikes me as a true technologist: curious humble and obsessed with https://t.co/QEMSUs3MIw My thoughts on the new $NBIS data center launch yesterday: [--] Arkady is obviously a"
X Link 2025-10-21T06:11Z [----] followers, 10.5K engagements
"My Japanese friend at it again He says institutions are massively loading $NBIS. Lets go 🌟 $NBIS 🔥 [--] ➡103 Aether Seeking AlphaNebius Pullback: The Smart Money Entry 🌟 $NBIS 🔥 [--] ➡103 Aether Seeking AlphaNebius Pullback: The Smart Money Entry"
X Link 2025-10-24T08:24Z [----] followers, 14.5K engagements
"@elpistollero_ It really is although I rather invest in companies listed in the US"
X Link 2025-10-24T11:35Z [----] followers, [---] engagements
"It's only been a month and this has already proven as the right choice. Maybe in the future I'll buy $HIMS back. $NBIS at the moment is the better play. Since this post: $NBIS 21% $HIMS -22% Selling $HIMS on Monday. Sure it could 2x by [--] but it comes with more risk - regulations lawsuits and uncertainty. Why settle for a riskier 2x when $NBIS looks like a cleaner 35x by 2026/7 Do you also hold stocks just for "diversification" Am I wrong for doing this Selling $HIMS on Monday. Sure it could 2x by [--] but it comes with more risk - regulations lawsuits and uncertainty. Why settle for a riskier"
X Link 2025-10-31T22:17Z [----] followers, [----] engagements
"Sold more $TSLA Loaded even more $IREN. Am I allowed to add some $IREN Or is it $NBIS only feed 🤔 https://t.co/j2NeJ1PZge Am I allowed to add some $IREN Or is it $NBIS only feed 🤔 https://t.co/j2NeJ1PZge"
X Link 2025-11-03T07:11Z [----] followers, 89.9K engagements
"If $NBIS pops to 200$ on earnings at Tuesday will you sell/trim or keep holding"
X Link 2025-11-08T13:23Z [----] followers, 47.6K engagements
"@GrumpierBTDay What's your biggest winner I'm assuming you had a massive one playing those tiny ones"
X Link 2025-11-08T13:36Z [----] followers, [--] engagements
"If you still doubt how good $NBIS really is - just wait a few hours. Earnings will speak for themselves"
X Link 2025-11-11T06:01Z [----] followers, 15.9K engagements
"Forget the price action for a second - are you bullish on $NBIS after this bombshell they dropped on us"
X Link 2025-11-11T15:48Z [----] followers, 27K engagements
"Did you buy $NBIS this week Massive selloff in the sector & market. I also think the dilution selling started but might be wrong. Converted some of my shares to LEAPS. This is just a short term pain"
X Link 2025-11-15T14:12Z [----] followers, 14.9K engagements
"So why are $NBIS and $IREN pumping right now"
X Link 2025-11-18T16:12Z [----] followers, 75.5K engagements
"$KRKNF been on fire it's just 1% of my portfolio. Once this trades on US expect double digits"
X Link 2026-01-10T11:15Z [----] followers, [----] engagements
"Everyone is panicking on macro please zoom out it won't matter what happened in Jan26 or Feb26 in a year $NBIS will be $300 by year end it's inevitable"
X Link 2026-01-21T10:14Z [----] followers, 18.3K engagements
"The daily swings are crazy on AI infra like $NBIS $IREN $CIFR Are you guys trading the moves or investing and not touching Personally I don't have much time so trading is out of the question. I'm fine with just holding & selling csps occasionally"
X Link 2026-01-22T06:40Z [----] followers, 13.9K engagements
"Been off X for a while. My newborn daughter had an emergency right after birth and we ended up in the ER. Barely logged into X or followed any recent $NBIS news (anything new) Shes healthy now ❤ Life has a way of reminding you what really matters. Don't take it for granted"
X Link 2026-01-28T06:25Z [----] followers, 17.4K engagements
"Is there an official $NBIS earnings date"
X Link 2026-01-28T15:20Z [----] followers, 15.3K engagements
"@Kaizen_Investor Thank you ❤"
X Link 2026-01-28T16:00Z [----] followers, [--] engagements
"Probably nothing $NBIS $META JUST GUIDED $115B-$135B OF CAPEX AHEAD OF $110B ESTIMATES BULLISH FOR AI INFRA INCLUDING $NBIS 🔥 $META JUST GUIDED $115B-$135B OF CAPEX AHEAD OF $110B ESTIMATES BULLISH FOR AI INFRA INCLUDING $NBIS 🔥"
X Link 2026-01-29T04:08Z [----] followers, 16.8K engagements
"@accounting_ds Daily fluctuations"
X Link 2026-01-30T06:33Z [----] followers, [---] engagements
"@Asmallfish5 @tellingsen @MildBullyMMA Haha actually I agree. Low odds - lower chance. The opposite is only for gambling companies pricing the bets"
X Link 2026-01-30T16:11Z [----] followers, [--] engagements
"@retail_mourinho We need a few more big influencers on board with the selling and it's a bottom"
X Link 2026-01-30T16:13Z [----] followers, [---] engagements
"@accounting_ds You're going to be a whale 🐳"
X Link 2026-01-31T06:41Z [----] followers, [---] engagements
"@f0xh00d Yes it's all about the ramp up toward their guidance"
X Link 2026-01-31T09:34Z [----] followers, [---] engagements
"@ElliotWaveBull Why does it matter Asking for real"
X Link 2026-02-05T01:07Z [----] followers, [---] engagements
"@daniel_koss 😂"
X Link 2026-02-06T04:15Z [----] followers, [---] engagements
"$NBIS CRO Mark Boroditsky is brilliantly telling you what differentiates $NBIS from the competition. They are playing a different game others are trying to become the go to GPU rentals $NBIS want to become the AWS of AI. .@nebiusai CRO Marc Boroditsky explains how $NBIS is working to become the AWS of AI why hyperscalers are the real competition (not neoclouds) the alliance with $NVDA & why fears of circular financing + overbuild are overblown. Highlights (00:42) Why NBIS can be the AWS of https://t.co/1KRs7ZNQCy .@nebiusai CRO Marc Boroditsky explains how $NBIS is working to become the AWS"
X Link 2025-10-10T11:45Z [----] followers, [----] engagements
"$NBIS $IREN and $CIFR are the future"
X Link 2025-10-18T07:29Z [----] followers, 84.7K engagements
"Hardware builds value. Software multiplies it. Thats why $NBIS will be a $500B$1T company - while $IREN $CIFR and $CRWV (even with their acquisitions) top out near $150B. $NBIS software already attracts customers like $SHOP & $NET and it will only grow from here"
X Link 2025-10-19T19:32Z [----] followers, 31.4K engagements
"$NBIS in 2025"
X Link 2025-10-05T00:46Z [----] followers, 58.6K engagements
"$NBIS is indeed a rare opportunity we are lucky they didn't get a traditional IPO so we got to take advantage of the disconnect (that still exists) in the market. In any other scenario this stock would be trading around 180-200$ right now A year ago most saw $NBIS as a forgotten spin-off of Yandex a relic of Russias tech exodus. Talent scattered identity uncertain. But under Kari Volos the legendary founder who built Yandex over [--] years the story flipped. Today its one of the fastest-scaling AI https://t.co/LyvtlvzyxE A year ago most saw $NBIS as a forgotten spin-off of Yandex a relic of"
X Link 2025-10-19T16:03Z [----] followers, 22.4K engagements
"Prediction: $NBIS will be 300$ by end of [----] Bookmark this and check back later. I might actually all in this. Fun fact: $NBIS is cheaper on all metrics at 90$ today than 65$ yesterday Fun fact: $NBIS is cheaper on all metrics at 90$ today than 65$ yesterday"
X Link 2025-09-13T21:06Z [----] followers, 255.9K engagements
"Fun fact: $NBIS is cheaper on all metrics at 90$ today than 65$ yesterday"
X Link 2025-09-09T16:11Z [----] followers, 169.4K engagements
"$NBIS $IREN and $CIFR are the future"
X Link 2025-10-18T07:29Z [----] followers, 84.7K engagements
"$NBIS at $112 = $28B market cap. $5B cash 28% of ClickHouse (IPO soon could be worth $58B) Other subs $3B (conservative) That leaves $15B for the core biz doing $34B ARR by end of [----]. Are you still scared of buying"
X Link 2025-10-17T17:23Z [----] followers, 106.5K engagements
"$NBIS in 2025"
X Link 2025-10-05T00:46Z [----] followers, 58.6K engagements
"$NBIS holy shit"
X Link 2025-11-11T12:03Z [----] followers, 62.5K engagements
"$NBIS announcement could be today /tomorrow. Buckle up 🥂🚀"
X Link 2025-10-27T15:11Z [----] followers, 106.4K engagements
"What do you get for $NBIS at $93 Market Cap - $23B Subsidiaries - $10B Cash - $5B You're telling me core biz is valued at 8B guiding for 7-9B ARR in [----] 🤯😂🤯😂"
X Link 2025-11-12T18:24Z [----] followers, 55K engagements
"I'm down almost $500k+ since selling $TSLA and moving everything to $NBIS at $104. Does this suck Yeah. Am I worried Not at all. What would I do differently Probably nothing. Because if I saw the $90's I'd do the same over and over"
X Link 2025-11-14T17:05Z [----] followers, 38.8K engagements
"Sold all $TSLA shares. Added more $NBIS with a my money you'll probably not see anymore adds from me as I have nothing to sell anymore let's fly"
X Link 2025-11-11T16:53Z [----] followers, 80.2K engagements
"Just found a company valued $14B With $5B in cash that guided for $7B-$9B [----] ARR. Any guesses 😂"
X Link 2025-11-12T18:20Z [----] followers, 196K engagements
"I'm tempted to sell my $HIMS to buy $NBIS should I I feel like $NBIS will perform better in the coming years"
X Link 2025-09-19T15:47Z [----] followers, 59.9K engagements
"Fire sale at $NBIS and $IREN who's buying today"
X Link 2025-10-21T14:31Z [----] followers, 43.4K engagements
"Me during a 50% drawdown in my top holding ( $NBIS ) Monk mode activated"
X Link 2025-10-22T08:20Z [----] followers, 26.4K engagements
"I guess AI is canceled wrap it up guys $NBIS $IREN"
X Link 2025-11-10T16:10Z [----] followers, 61.4K engagements
"People panic when $NBIS is up at 130$ and say "wish I put more". Now at 90$ they're saying the run is over 😂🤡 Use this chance to put more so at 200$ you won't regret it"
X Link 2025-11-12T16:59Z [----] followers, 19.3K engagements
"Let the bears take a victory lap. $NBIS and $IREN will be back to making all time highs again"
X Link 2025-11-14T08:22Z [----] followers, 24.6K engagements
"$NBIS $IREN and all the other infra shareholders this is just temporary pain. Hold tight know what you own"
X Link 2025-11-13T16:43Z [----] followers, 24.8K engagements
"My friend called me crying - he said he leveraged hard on $IREN and $NBIS and got half of his position liquidated. Please don't overleverage pullbacks like these are a reminder why you shouldn't"
X Link 2025-11-14T06:02Z [----] followers, 36.7K engagements
"Hardware builds value. Software multiplies it. Thats why $NBIS will be a $500B$1T company - while $IREN $CIFR and $CRWV (even with their acquisitions) top out near $150B. $NBIS software already attracts customers like $SHOP & $NET and it will only grow from here"
X Link 2025-10-19T19:32Z [----] followers, 31.4K engagements
"$NBIS is positioned to become a 300$ stock by end of next year. Don't fear the FUD being spread X. Bad news will only get stronger. The demand is real and real money is flowing into all the infrastructure plays( $IREN $CRWV $NBIS etc.) There are no signs of slowing down"
X Link 2025-11-12T13:24Z [----] followers, 21.3K engagements
"Selling $HIMS on Monday. Sure it could 2x by [--] but it comes with more risk - regulations lawsuits and uncertainty. Why settle for a riskier 2x when $NBIS looks like a cleaner 35x by 2026/7 Do you also hold stocks just for "diversification" Am I wrong for doing this Prediction: $NBIS will be 300$ by end of [----] Bookmark this and check back later. I might actually all in this. Prediction: $NBIS will be 300$ by end of [----] Bookmark this and check back later. I might actually all in this"
X Link 2025-09-27T06:58Z [----] followers, 98.9K engagements
"Me: "Trust me AI infra is the future." Sister: full ported $NBIS Brother: full ported $IREN Now the whole familys either retiring early or eating ramen 😭🤣 Whats your family holding"
X Link 2025-10-12T04:18Z [----] followers, 37.5K engagements
"If $NBIS pops to 200$ on earnings at Tuesday will you sell/trim or keep holding"
X Link 2025-11-08T13:23Z [----] followers, 47.6K engagements
"🚨 $NBIS Drops quarterly results Tuesday 11/11 before market open. Some facts you should know: AI infra + software beast $28B market cap(112$ share price) $5B CASH $5-6B ARR by end of [--] 1GW contracted power by [--] 28% stake in ClickHouse (stake that's worth billions) the unicorn DB everyones using Internal startups worth billions: - Avride (self-driving) - Toloka (data labeling) - TripleTen (edtech) [----] ex-Yandex employees whove built many datacenters in their lives and built Yandex itself. Think they beat earnings https://twitter.com/i/web/status/1987595004357783557"
X Link 2025-11-09T18:55Z [----] followers, 41.4K engagements
"Im long $KRKNF. Now officially a Krakhead 🦑 This is a win-win for anyone in AI companies like $NBIS. If China - US tensions rise Kraken wins big. If things stay calm theyre still positioned to dominate. As conviction is building Ill be adding"
X Link 2025-10-27T13:32Z [----] followers, 24.7K engagements
"Portfolio allocation update: 83% $NBIS 16% $IREN 1% $KRKNF Yesterday I converted 10% of my $NBIS shares to leaps (120$ Dec26) What's your portfolio looking like"
X Link 2025-11-15T17:36Z [----] followers, 26K engagements
"Sold more $TSLA Loaded even more $IREN. Am I allowed to add some $IREN Or is it $NBIS only feed 🤔 https://t.co/j2NeJ1PZge Am I allowed to add some $IREN Or is it $NBIS only feed 🤔 https://t.co/j2NeJ1PZge"
X Link 2025-11-03T07:11Z [----] followers, 89.9K engagements
"Am I allowed to add some $IREN Or is it $NBIS only feed 🤔"
X Link 2025-11-03T05:36Z [----] followers, 67.8K engagements
"Okay guys it's confirmed AI is not real. All the hyperscalers are cooking the books & all the AI infra companies are in on the lies. It's over guys $NBIS $IREN. Robots Autonomous cars AI agents will will never exist. Confirmed by the bears today.(🤡🤡🤡🤡)"
X Link 2025-11-13T18:38Z [----] followers, 21.1K engagements
"$NBIS will make new ATH very soon"
X Link 2025-10-24T07:25Z [----] followers, 12.8K engagements
"I had to. $NBIS Added [---] shares"
X Link 2025-10-07T16:00Z [----] followers, 22.2K engagements
"Do you think $NBIS will reach 150$ by the end of the year"
X Link 2025-09-29T16:49Z [----] followers, 31.1K engagements
"Don't worry about $NBIS price action. We're back to the price we were at Friday. Don't let days like this make your balls shake know what you own"
X Link 2025-11-03T18:05Z [----] followers, 15.4K engagements
"In my 8+ years of experience (not sure its a lot at all) heres a valuable lesson I learned: Stock picking has different difficulty levels. Some plays are way harder than others. One of the hardest Turnarounds & sentiment flips. Heres why I avoid them: Companies like $PYPL $FOUR $DUOL might be "great" but when will sentiment actually shift Shareholders of $PYPL & $FOUR waited [--] years flat. Thats a huge opportunity cost. Some may time this well - but it's generally unpredictable. Id rather ride sectors with massive growth & strong positive sentiment: 2018: EVs ( $TSLA ) 2020: Ecom & SaaS ( $SE"
X Link 2025-11-09T10:43Z [----] followers, 28K engagements
"Forget the price action for a second - are you bullish on $NBIS after this bombshell they dropped on us"
X Link 2025-11-11T15:48Z [----] followers, 27K engagements
"$NBIS is s buy for me rn a stock trading at 30% of its value. Am I wrong"
X Link 2025-11-12T00:20Z [----] followers, 23.9K engagements
"Why I'm still buying $NBIS at 110$ - $MSFT deal is not fully priced in - Current valuation(26b$) gets you the subsidiaries for free - More incoming deals hinted by CEO - More location expansions to be revealed - Q3 call will give info on $MSFT deal Price should be 140-160 NOW"
X Link 2025-09-23T09:55Z [----] followers, 29.4K engagements
"Who's buying $NBIS / $IREN today😎"
X Link 2025-11-04T13:27Z [----] followers, 20.7K engagements
"Jerome is bullish on data centers $NBIS $IREN $CIFR https://t.co/lmQTd5XANK https://t.co/lmQTd5XANK"
X Link 2025-10-29T19:22Z [----] followers, 25.8K engagements
"Just opened my son(1 year old) a broker account. Bought 10k $NBIS for him How much will that be worth when he's 18"
X Link 2025-09-16T19:01Z [----] followers, 19.6K engagements
"What's going on after hours 👀 $NBIS $IREN $CIFR https://t.co/Pvle8ZapFh https://t.co/Pvle8ZapFh"
X Link 2025-10-30T21:30Z [----] followers, 65.6K engagements
"Ive been loading up on $NBIS over the past [--] months hand over fist. Still holding my $IREN position from early September ($25 avg). Right now $NBIS is most of my portfolio. if you were in my shoes would you keep adding $NBIS or start building $IREN too"
X Link 2025-10-30T06:54Z [----] followers, 37.5K engagements
"Probably my last $NBIS purchase pre-earnings"
X Link 2025-11-06T15:44Z [----] followers, 16.5K engagements
"$NBIS pumping but I think we'll have a frontrunning of earnings 150$ before earnings possible 🤔"
X Link 2025-10-27T03:37Z [----] followers, 15.8K engagements
"This is sector growth by the way. $NBIS $IREN $CIFR $CRWV"
X Link 2025-10-25T07:24Z [----] followers, 10.5K engagements
"🚨 🚨 Ignore the noise mild corrections are healthy. Know what you own & don't panic. Consider adding to your positions on this weakness. $IREN $NBIS"
X Link 2025-09-26T15:33Z [----] followers, 12.1K engagements
"At current today's prices: $NBIS - $121.5 (30B mcap) $IREN - $78 (21B mcap) $IRENs business is valued higher than $NBIS cloud business. Does that seem right to you"
X Link 2025-11-06T11:14Z [----] followers, 29.5K engagements
"Added $IREN love taking shares of panicans. Also added $NBIS at 125$"
X Link 2025-11-03T15:57Z [----] followers, 17.2K engagements
"So what's happening in $IREN - Huge calls flow - @mikealfred dropping hints Deal incoming It'll be good for my $NBIS position too 😎💯 Let's hope $IREN gets a deal next week"
X Link 2025-10-25T18:21Z [----] followers, 13.4K engagements
"$NBIS Conviction booster (Arkady's note from the 20F filing) Reading this I want to add more 😭😭"
X Link 2025-09-30T02:31Z [----] followers, 15.6K engagements
"I'm new to investing should I sell here Are you selling $NBIS $IREN $CRWV here 🤡"
X Link 2025-10-16T17:06Z [----] followers, 29.6K engagements
"$NBIS near term catalysts (weeks) - DataOne industry changing innovation - Nebius have news to announce at Oct29 in $NVDA summit - Q3 Earnings in 11/11 - Speculation: new hyperscaler deal announcement - Speculation: [--] new green fields announcement Did I miss anything"
X Link 2025-10-23T05:34Z [----] followers, [----] engagements
"Buying $NBIS today at $90/share ($21B mcap) means: ⚡ $4B/yr AI infra revenue core biz 🔥 Riding 60% CAGR in the hottest sector And whats basically FREE 👇 🚀 Toloka 🚀 28% of ClickHouse 🚀 Avride 🚀 TripleTen Still hesitating"
X Link 2025-09-15T09:12Z [----] followers, 18.4K engagements
"Brutal sell-off in $NBIS and the rest of the market what's the macro issue that caused it"
X Link 2025-11-13T19:06Z [----] followers, 54.2K engagements
"Portfolio update: 1% $KRKNF 10% $TSLA (🔴 from 24%) 16% $IREN (🟢 from 5%) 70% $NBIS (% went down due to the dip) 3% cash"
X Link 2025-11-03T18:09Z [----] followers, 18.7K engagements
"If you still doubt how good $NBIS really is - just wait a few hours. Earnings will speak for themselves"
X Link 2025-11-11T06:01Z [----] followers, 15.9K engagements
"So let me get this straight $NBIS is 21B market cap with 5.2B in cash set to make 4.5B in [----]. You get the core biz for 16B and the subsidiaries for free This is robbery. 🚨 Nebius Group $NBIS closes $4.2B raise On September [--] Nebius Group announced the closing of its public offering of Class A shares and concurrent private offering of convertible senior notes bringing in $4.2B gross proceeds Key details: 10.8M Class A shares sold at https://t.co/m8SBvvNMlu 🚨 Nebius Group $NBIS closes $4.2B raise On September [--] Nebius Group announced the closing of its public offering of Class A shares"
X Link 2025-09-15T20:46Z [----] followers, 57.2K engagements
"🚨 Nebius Group $NBIS closes $4.2B raise On September [--] Nebius Group announced the closing of its public offering of Class A shares and concurrent private offering of convertible senior notes bringing in $4.2B gross proceeds Key details: 10.8M Class A shares sold at $92.50/share Option for underwriters to add another 1.6M shares $3.16B in convertible senior notes issued across two series: 1.0% notes due [----] ($1.58B) 2.75% notes due [----] ($1.58B)"
X Link 2025-09-15T19:41Z 31.3K followers, 60.2K engagements
"Today's shopping list: $NBIS $NBIS $NBIS"
X Link 2025-10-29T18:49Z [----] followers, 12.9K engagements
"Congrats $NBIS and $IREN shareholders on all time high. May we continue soar for the coming years"
X Link 2025-09-22T13:38Z [----] followers, [----] engagements
"$NBIS X Shareholders on Friday - not a single seller"
X Link 2025-10-12T17:07Z [----] followers, [----] engagements
"So who else is loading $NBIS at these prices And those who don't. why $NBIS is super undervalued - should be trading in the 120$-150$ RIGHT NOW"
X Link 2025-09-15T18:39Z [----] followers, 23.7K engagements
"When would you consider selling $NBIS For me personally it's not a matter of price fundamentals need to take a bad turn for me to sell the stock"
X Link 2025-10-31T19:17Z [----] followers, 19.1K engagements
"Added another [---] shares of $NBIS Sold some $TSLA shares for it. This madness will not be here for long"
X Link 2025-10-20T15:21Z [----] followers, 16.6K engagements
"That's more than 80% from current $NBIS price (85$) Goldman Sachs raised its Price Target on $NBIS from $137 to $155 and keeps a Buy rating 🟢 https://t.co/sTaeQuVO2e Goldman Sachs raised its Price Target on $NBIS from $137 to $155 and keeps a Buy rating 🟢 https://t.co/sTaeQuVO2e"
X Link 2025-11-15T10:25Z [----] followers, 20.3K engagements
"Goldman Sachs raised its Price Target on $NBIS from $137 to $155 and keeps a Buy rating 🟢"
X Link 2025-11-14T19:05Z 84.9K followers, 360.8K engagements
"You get the same amazing company for 20% cheaper. X is in full panic mode right now. Just chill ups and downs are part of it. If you can't handle volatility - stay out of the market. Are you buying $NBIS today Wish I could 😂😎"
X Link 2025-11-12T16:57Z [----] followers, 16.6K engagements
"Super nice comparison of $NBIS vs competitors like $IREN and $CIF $NBIS fullstack is underrated - but the fact is they already have customers paying for software is a massive proof it's working. Power will still be needed I still have my $IREN position. But. $NBIS is 👑 To settle the Neocloud debate: $NBIS $IREN + others. Based on the $ORCL report NBIS whitepaper $CRWV acquisitions and other factors I decided to consolidate millions into Nebius and sell off miners like $CIFR. 📏 Gross Margins GW capacity Here's the math + why: To settle the Neocloud debate: $NBIS $IREN + others. Based on the"
X Link 2025-10-26T14:10Z [----] followers, 35.3K engagements
"To settle the Neocloud debate: $NBIS $IREN + others. Based on the $ORCL report NBIS whitepaper $CRWV acquisitions and other factors I decided to consolidate millions into Nebius and sell off miners like $CIFR. 📏 Gross Margins GW capacity Here's the math + why: We've had a huge speculative run across the board on Neoclouds backed by forward revenue (eg. 19B $MSFT deal with $NBIS). However crypto miners have recently gone up 500%+ due to raw GW capacity like $IREN and cheap energy. However what people miss out on is capacity leads to much higher revenue but that revenue means nothing if it's"
X Link 2025-10-26T12:46Z 58K followers, 222.2K engagements
"Bought $NBIS right when I saw the monkeys are selling"
X Link 2025-11-11T12:18Z [----] followers, 10.7K engagements
"My $NBIS shopping today but I'm afraid I have no more fire power for at least a month 😭"
X Link 2025-10-21T14:35Z [----] followers, [----] engagements
"Portfolio update 11/8/25 (options excluded) $NBIS 80% $IREN 12% $TSLA 5% $KRKNF 1% Cash 2% How's yours looking"
X Link 2025-11-08T09:33Z [----] followers, 15K engagements
"Bought [----] more $IREN shares At some point they will get a deal too and we'll see a $NBIS type move as well"
X Link 2025-09-09T18:22Z [----] followers, 11K engagements
"$NBIS 👀 1.5T$ Sovereign opportunity AI sovereignty is no longer just a policy topic. Its a boardroom one. Take a look at @Accenture's research findings. Forward-looking organizations are already building hybrid ecosystems with AI clouds like Nebius. Get the full report: https://t.co/XZo6mUnxxw https://t.co/q2qYct2Qva AI sovereignty is no longer just a policy topic. Its a boardroom one. Take a look at @Accenture's research findings. Forward-looking organizations are already building hybrid ecosystems with AI clouds like Nebius. Get the full report: https://t.co/XZo6mUnxxw"
X Link 2025-11-03T20:05Z [----] followers, 21.1K engagements
"AI sovereignty is no longer just a policy topic. Its a boardroom one. Take a look at @Accenture's research findings. Forward-looking organizations are already building hybrid ecosystems with AI clouds like Nebius. Get the full report: https://www.accenture.com/us-en/insights/technology/sovereign-ai https://www.accenture.com/us-en/insights/technology/sovereign-ai"
X Link 2025-11-03T20:00Z 22.4K followers, 50.4K engagements
"😂 😂 Accurate https://t.co/nQcNLkXh8n Accurate https://t.co/nQcNLkXh8n"
X Link 2025-11-09T05:44Z [----] followers, 14.3K engagements
"Just a reminder on what you get for current $NBIS price $NBIS at $112 = $28B market cap. $5B cash 28% of ClickHouse (IPO soon could be worth $58B) Other subs $3B (conservative) That leaves $15B for the core biz doing $34B ARR by end of [----]. Are you still scared of buying https://t.co/bA4OsHGT4u $NBIS at $112 = $28B market cap. $5B cash 28% of ClickHouse (IPO soon could be worth $58B) Other subs $3B (conservative) That leaves $15B for the core biz doing $34B ARR by end of [----]. Are you still scared of buying https://t.co/bA4OsHGT4u"
X Link 2025-11-05T07:23Z [----] followers, 20.1K engagements
"People call 1000%+ gains "luck" but most would sell after 10% gain. The difference is conviction - without it every uptick feels like risk. Dont make the same mistake on $NBIS. Do your research build conviction and give yourself a chance to be "lucky" too"
X Link 2025-09-25T05:55Z [----] followers, 26.5K engagements
"Doesn't this mean that $CIFR is much better than $IREN in that regard Because $CIFR owns land and infrastructure but not the GPUs. This is a very interesting point what do you guys think Ive been saying this for at least a year. Now the CEOs of the largest companies in the world are saying it. Are you paying attention yet Ive been saying this for at least a year. Now the CEOs of the largest companies in the world are saying it. Are you paying attention yet"
X Link 2025-11-01T16:31Z [----] followers, 65.4K engagements
"Ive been saying this for at least a year. Now the CEOs of the largest companies in the world are saying it. Are you paying attention yet $MSFT's Satya is saying that compute is not the bottleneck but energy and data center space is. In fact the problem he has is that he has a surplus of GPUs right now sitting which he can't use (glut). He is also saying he doesn't want to over buy one generation of $NVDA GPUs. https://t.co/Cn55Njzy2r $MSFT's Satya is saying that compute is not the bottleneck but energy and data center space is. In fact the problem he has is that he has a surplus of GPUs right"
X Link 2025-11-01T13:53Z 337.6K followers, 509.7K engagements
"$IREN or $CIFR My bet is $IREN because they have a report tomorrow Y O U A R E N O T R E A D Y F O R W H A T S C O M I N G . Y O U A R E N O T R E A D Y F O R W H A T S C O M I N G "
X Link 2025-11-05T15:36Z [----] followers, 42.3K engagements
"Y O U A R E N O T R E A D Y F O R W H A T S C O M I N G "
X Link 2025-11-05T13:46Z 337.6K followers, 496K engagements
"$NBIS all dips being bought You think it's only retail"
X Link 2025-09-24T16:29Z [----] followers, 10.6K engagements
"How much will this be worth in a year $NBIS"
X Link 2025-11-04T14:43Z [----] followers, 23K engagements
"If you panic you make mistakes. Don't lose your shares to fear. I added $NBIS yesterday and will keep holding my shares through "hard" times"
X Link 2025-11-05T04:34Z [----] followers, [----] engagements
"Every $NBIS minor dip Retail:"
X Link 2025-10-07T17:47Z [----] followers, 10.1K engagements
"Oh okay so retail is selling $NBIS and $IREN hand over fist 🤡 And who will be there to scoop it up Wake up you're getting scammed off your shares. Goldman Sachs is forming a new infrastructure and real-asset finance group to focus on AI data centers renewables and defense projects per WSJ. The team led by John Greenwood will arrange loans and investor deals to capitalize on the surge in AI-related financing demand. https://t.co/ge8y1voRi9 Goldman Sachs is forming a new infrastructure and real-asset finance group to focus on AI data centers renewables and defense projects per WSJ. The team"
X Link 2025-10-18T07:46Z [----] followers, 22.6K engagements
"Goldman Sachs is forming a new infrastructure and real-asset finance group to focus on AI data centers renewables and defense projects per WSJ. The team led by John Greenwood will arrange loans and investor deals to capitalize on the surge in AI-related financing demand"
X Link 2025-10-17T15:32Z 126.3K followers, 154.7K engagements
"If you can't stomach red days stay off the phone if you can use these days to reassess and strengthen your conviction. Hyperscalers are doubling AI CapEx & capacity. Which means money will flow to $NBIS $IREN etc. No reason for panic zoom out a little take a breather"
X Link 2025-11-04T09:08Z [----] followers, [----] engagements
"$NBIS still has [--] more green fields to announce by year end Its now official: $NBIS will open its data center in the UK tomorrow. CEO Arkady Volozh will be speaking at the Future of AI Summit in London a conference the $NBIS team is attending. Source: Dr. Ilya Burkov The initial deployment is expected to include [----] NVIDIA https://t.co/NZjomaNgvv Its now official: $NBIS will open its data center in the UK tomorrow. CEO Arkady Volozh will be speaking at the Future of AI Summit in London a conference the $NBIS team is attending. Source: Dr. Ilya Burkov The initial deployment is expected to"
X Link 2025-11-05T17:15Z [----] followers, 15.3K engagements
"Its now official: $NBIS will open its data center in the UK tomorrow. CEO Arkady Volozh will be speaking at the Future of AI Summit in London a conference the $NBIS team is attending. Source: Dr. Ilya Burkov The initial deployment is expected to include [----] NVIDIA Blackwell Ultra GPUs marking one of the first installations of its kind in Europe"
X Link 2025-11-05T17:07Z 84.9K followers, 178.6K engagements
"$NBIS is a great company I'm long heavily on it. But when I see people calculating MW capacity to rev and then disregard $IREN it's kind of hypocritical. If apply the mw calc for $IREN's (7b mcap) secured capacity they are super cheap right now. Might open $IREN position too"
X Link 2025-09-08T03:34Z [----] followers, 13.3K engagements
"My guess: $NBIS will run to around 150$ pre-earnings with big expectations From there It depends on guidance and clarity on $MSFT deal. Think it's delusional"
X Link 2025-09-23T03:37Z [----] followers, 27.4K engagements
"Red days = blessings 🙏 If $NBIS dips Im selling other positions to load up. This is how generational wealth is built. Who else is rotating other positions into $NBIS Do you guys have cash on sidelines(somehow I never do)"
X Link 2025-09-26T04:51Z [----] followers, [----] engagements
"$IREN should blow up in the short term(1-2 years) they are ramping up capacity super fast to meet future demand and capture a lot of market share in the AI infra space. $IREN is very hard to ignore with close to 3GW secured capacity. Saying this as a $NBIS investor"
X Link 2025-09-07T17:46Z [----] followers, 10.9K engagements
"Should I look into $KRKNF / $PNG.V 🤔"
X Link 2025-10-25T14:11Z [----] followers, 12.6K engagements
"My take: $NBIS won't stay in the 100's for long. Take advantage for as long as you can I know I will"
X Link 2025-11-11T13:16Z [----] followers, 32.2K engagements
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