@daniel_koss Avatar @daniel_koss Daniel Koss

Daniel Koss posts on X about $nbis, ai, if you, stocks the most. They currently have [------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

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Social Influence

Social category influence finance 30.77% stocks 27.88% technology brands 18.27% cryptocurrencies 5.77% automotive brands 2.88% social networks 2.88% travel destinations 1.92% countries 1.92% currencies 0.96%

Social topic influence $nbis #74, ai 17.31%, if you 12.5%, stocks 9.62%, bullish 7.69%, $te 7.69%, target 5.77%, $eose 5.77%, $iren 5.77%, ceo 5.77%

Top accounts mentioned or mentioned by @nebiusai @itsalasdairmann @marcboroditsky @pennycheck @garmange88 @james406 @accountingds @fvrbenjamin @bryanjohnson @sarfattiir @jiahanjimliu @michaeljburry @ajeldi2 @rjccapital @throwabull @deepbluecrypto @frameworkwisely @cernunnoscap @number1invest_ @mighty_gems

Top assets mentioned Nebius Group N.V. Class A Ordinary Shares (NBIS) Eos Energy Enterprises, Inc. (EOSE) Iris Energy Limited (IREN) Microsoft Corp. (MSFT) NVIDIA Corp. (NVDA) Velo (VELO) Tesla, Inc. (TSLA) Alphabet Inc Class A (GOOGL) Hims & Hers Health, Inc. (HIMS) Cipher Mining Inc. Common Stock (CIFR) Amazon.com, Inc. (AMZN) Metadium (META) Oklo Inc. (OKLO) CoreWeave, Inc (CRWV) Oracle Corporation (ORCL) Rio Tinto plc (RIO) Palantir Technologies Inc. (PLTR) Strategy (MSTR) Fluence Energy, Inc. (FLNC) QuantumScape Corporation (QS) MercadoLibre Inc (MELI) Advanced Micro Devices (AMD) Robinhood Markets, Inc. (HOOD) RAI Finance (SOFI) Auroracoin (AUR) Constellation Energy Corp (CEG) NuCypher (NU) Vistra, Corp. (VST) Credo Technology Group Holding Ltd (CRDO) Pure Storage, Inc. (PSTG)

Top Social Posts

Top posts by engagements in the last [--] hours

"$NBIS Q4 Earnings my full thoughts: What a freaking amazing company. Executing insanely well. Crushing even my high expectations. I trust them 100%. No idea wtf the market is doing but at this price I just want to stack all kinds of calls. NFA"
X Link 2026-02-12T12:17Z 13.3K followers, 16.4K engagements

"@james406 At some point $1m just isn't worth it"
X Link 2025-08-13T19:24Z 13.3K followers, 33.1K engagements

"$NBIS x OpenAI / $ORCL is obvious. But it seems like $NBIS x $AMZN could also be cooking 👀"
X Link 2025-09-24T21:19Z 13.3K followers, 17.1K engagements

"When ClickHouse IPOs $NBIS should NOT sell a single share in my opinion. The synergies and financial upside in ClickHouse are insane. As a shareholder I would much rather see Nebius take on debt or honestly even dilute. I don't care. I know their ROIC is insane so I'm ok with every bit of dilution as I know it will make the pie so much bigger. But selling ClickHouse Hell no"
X Link 2025-10-09T13:15Z 13.3K followers, 14.1K engagements

"$NBIS new all time high 🥳"
X Link 2025-10-10T13:37Z 13.3K followers, [----] engagements

"🔥NEW $NBIS [----] price target: $403 (+211%) Disclaimer: This post is not financial advice. I currently hold a highly concentrated long position in Nebius. This is my base case not my bull case. Personally Im leaning a lot more bullish 😉 Many questions will be answered if you read the full post to the end. Oh and this post is not AI-generated just FYI. Okay lets get started 👇 🧩 Sum-of-the-Parts for the subsidiaries: Fair to say we all underestimated the subsidiaries so far. First we thought they are a nice to have. Then we realized they are actually quite interesting. Now it's starting to"
X Link 2025-10-13T20:01Z 13.3K followers, 140.6K engagements

"Absolute bloodbath 🩸 Clearly everything that's perceived as high risk is getting sold off indiscriminately. Which means insane opportunity to redistribute your portfolio and make new purchases if you believe your favorite stocks are getting sold off without good reason. This moment right here is where outperformance comes from and where you can lean about your own psychology. Do you feel scared or excited when you see this If you feel scared it could mean you're not made for investing OR that you didn't put enough research behind your portfolio. If you feel excited you probably did your"
X Link 2025-10-17T07:14Z 13.3K followers, 158.2K engagements

"I cant help but notice that the tone of $NBIS executives is getting quite aggressive Very interesting and honestly surprising to observe because previously they were always very calm collected and almost silent. They did mention multiple times that they dont want to become a commodity business but rarely talked about competitors and when they did it was always with positive words and a ton of respect. Something changed [--] days ago. It started with Nebius CTO Danila posting on LinkedIn that most neoclouds arent really clouds. They use a ton of third-party software and have different levels of"
X Link 2025-11-06T09:35Z 13.3K followers, 69.7K engagements

"2026 - Copper Stocks 📈 Two "America-First" / MAGA plays bringing mining back home. Here is why I'm interested: $GCU / $GCUMF (Gunnison Copper) Eco Edge: Uses tech backed by a industry giant (Rio Tinto) to "recycle" copper from waste. Its much greener and skips the expensive messy smelting process. Scaling: They officially started selling copper late last year and are rapidly scaling up production throughout [----]. M&A Target: Their next project is 8x larger than what they have now. A major progress update this quarter could make them a prime target for a big buyout. $IE (Ivanhoe Electric)"
X Link 2026-01-12T16:22Z 13.3K followers, [----] engagements

"I feel very confident owning names like $TE $EOSE and $VELO Mostly U.S. supply chains and consistently increasing their U.S. exposure in a climate of rising global geopolitical tensions 🌍 Well have Trump for another [--] years. By now we know his only constant is chaos and turmoil. Betting on stocks that win in a normal climate and thrive in a bad climate feels safe and right to me 🛡📈 https://twitter.com/i/web/status/2013503717392212261 https://twitter.com/i/web/status/2013503717392212261"
X Link 2026-01-20T06:47Z 13.3K followers, 21.4K engagements

"Earnings Dates for all the companies I follow: $AMD Jan [--] ✅ $TSLA Jan [--] ✅ $MSFT Jan [--] ✅ $META Jan [--] ✅ $AMZN Jan [--] ✅ $SOFI Jan [--] ✅ $PLTR Feb [--] ✅ $MSTR Feb [--] ✅ $GOOGL Feb [--] ✅ $FLNC Feb [--] ✅ $HOOD Feb [--] ✅ $NVDA Feb [--] ✅ $QS Feb [----] $AUR Feb [----] $CEG Feb [----] $IREN Feb [----] $HIMS Feb [----] $NU Feb [----] $MELI Feb [----] $VST Feb 25Mar [--] $CIFR Feb 25Mar [--] $PGY Feb 26Mar [--] $RKLB Feb 26Mar [--] $OUST Mar [---] $EOSE Mar [---] $MDB Mar [---] $ORCL Mar [---] $VELO Mar [----] $CRDO Mar [----] $IE Mar [----] $DLO Mar [----] $ONDS Mar [----] $OKLO Mar [----] $GLXY Mar [----] $MU Mar [----] $NAK Mar [----] $APLD Mar [----] $ASTS"
X Link 2026-01-20T07:03Z 13.3K followers, [----] engagements

"$CRDO and $PSTG both look very interesting to me. Both amazing long term holds. Just not sure if they can outperform the stocks I already hold and it's worth adding some 🤔 Anyone can make a strong case why they'd won't "just" go up 50-100% but could do +100-300% in a year Anything I'm missing Any huge deals coming Any reasons why their guidance is sandbagging hard and reality will be much better https://twitter.com/i/web/status/2013642803805593628 https://twitter.com/i/web/status/2013642803805593628"
X Link 2026-01-20T16:00Z 13.3K followers, [----] engagements

"@accounting_ds Very biased take pitching accountability as an accountant 🤨 Jk great post and full agree 😂"
X Link 2026-02-12T03:15Z 13.3K followers, [----] engagements

"@FVR_Benjamin I made crazy gains in OKLO last year but what is attractive at these valuations in the Uranium space"
X Link 2026-01-19T17:57Z 13.3K followers, [--] engagements

"Interview with $NBIS @nebiusai CRO @marcboroditsky & @itsalasdairmann If you enjoy the podcast please share it with someone whod appreciate it. Thank you ❤ Timestamps: 00:00 Introduction to Mark Boroditsky and Nebius 00:41 Landing Major Deals with Microsoft and Meta 02:56 Building and Scaling Data Centers 04:36 Defining Contracted vs. Connected Power 05:45 Managing Demand and Pricing Strategy 07:43 Addressing AI Bottlenecks and Nvidia Partnership 09:54 Power Sources and Energy Strategy 13:39 Growth Metrics and Customer Expansion 23:02 Bitcoin Miners and AI Infrastructure 26:58 Valuable Assets"
X Link 2025-11-24T13:33Z 13.3K followers, 435.3K engagements

"The people who accuse actual fund managers of engagement farming on X are hilarious. You realize an average fund manager makes more per day than your favorite X influencer gets paid for a full year of posting Accusing them of engagement farming makes you sound like a [--] yo kid with zero clue about Fund or X Economics. X payments are completely irrelevant. A few hundred bucks don't matter to any fund manager. https://twitter.com/i/web/status/2016272451337113923 https://twitter.com/i/web/status/2016272451337113923"
X Link 2026-01-27T22:09Z 13.3K followers, [----] engagements

"Nebius $NBIS just published a 12-page whitepaper. Why Nebius is structurally superior to peers. I read the full report so you dont have to. Heres my takeaway 👇 Nebius claims structural superiority across the full AI stack: Model layer Fewer joules per token. Example: Llama [--] 405B consumes 2.3x more energy per token than GPT-3 175B on the same hardware and Nebius optimizes models at runtime to materially reduce this gap. Cluster layer Higher stability. Example: [--] hours uninterrupted runtime on a 3000-GPU cluster vs [--] hours typical at that scale. Fabric layer Higher utilization. Example: 45%"
X Link 2026-01-28T08:45Z 13.3K followers, 18K engagements

"Guys I'm in Bali wtf is happening I only saw a ton of good news and everything is bleeding like AI is cancelled again 😂 The margin devil is starting to tempt me again"
X Link 2026-02-05T15:26Z 13.3K followers, [----] engagements

"I invested in a startup and made $600k from the angel check. Invested the money into public stocks a few days ago. -30%. Should've kept it in the safe haven of overvalued private startups 😂"
X Link 2026-02-06T03:07Z 13.3K followers, [----] engagements

"Morning workout in Bali after @itsalasdairmann and I discuss our plan after this 30% drop is to "do nothing" 😎"
X Link 2026-02-06T03:25Z 13.3K followers, [----] engagements

"Your top [--] picks for best performing stock of [----] As of today I'd nominate $VELO $TE $KRKNF"
X Link 2026-01-09T13:52Z 13.3K followers, 16.7K engagements

"Yesterday a YouTube finance influencer told me I should "sell everything" today I'm up 7%. God bless I don't listen to YouTubers who let AI write their entire videoskript and add [--] original content or insights"
X Link 2026-01-28T20:01Z 13.3K followers, [----] engagements

"Stop chasing shiny objects. Dont liquidate positions you built through rigorous analysis and a genuine understanding of the underlying business just to chase whatever happens to be trending on X. Trading creates the illusion of productivity. You are doing this if you are fully invested in high quality businesses yet find yourself asking every day So. whats the move today You will bleed money through transaction fees and currency conversion spreads. You will likely underperform. And you will expose yourself to risks you cannot properly assess because you have not yet learned to separate signal"
X Link 2026-01-29T15:00Z 13.3K followers, 10.7K engagements

"The next 10x stock of [----] could be $VPG In this post I will give you the 80IQ thesis using exactly [--] fundamentals. Here we go: Since the SPAC low $OKLO went up +1800% to a market cap of $29B. Above 80IQ investors like @pennycheck pointed out that OKLO trades based on SMR sentiment not fundamentals. Now $VPG is seen as the best $TSLA Optimus proxy. X has many posts explaining why and the numbers and all that stuff. I don't care if true or not point is it's seen that way. My prediction is this stock will pump or dump the entire year based on exactly one thing: Elon Musk's rhetoric on Optimus."
X Link 2026-01-29T17:24Z 13.3K followers, [----] engagements

"Invest to improve your life. Dont live to improve your investing"
X Link 2026-02-02T01:47Z 13.3K followers, [----] engagements

"To all $hims bagholders: buy their products. Stay hard"
X Link 2026-02-07T04:05Z 13.3K followers, [----] engagements

"Dumbest take ever. There's a gigantic pseudo-intellectual bubble that romanticizes pain suffering and of course they think lack of sleep and smoking are sooo cool. Sounds like teenagers who brag about how little they slept or learned for a test 🥱 Grow up. Health is wealth. Health allows you to do more experience more and be more alive. Yes that takes sacrifice in some areas. If you don't have discipline or want to romanticize behaviors that kill you enjoy. The fact people have to hate on @bryan_johnson for his purely positive message and can't even disagree politely is a clear sign of how"
X Link 2026-02-09T03:47Z 13.3K followers, [----] engagements

"Goal of this community is to educate each other and share alpha. Please don't spam and only add screenshots if you habe valuable insights to add aswell :)"
X Link 2025-12-22T15:02Z 13.3K followers, 29.4K engagements

"I finally got my $NBIS merch Thx @nebiusai ❤❤❤"
X Link 2026-02-16T08:40Z 13.3K followers, [----] engagements

"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 building. Feels good to back a CEO like that. [--] [--] MW may sound small but it likely means $40M ARR. At a 10x multiple thats +$400M market cap. Not bad for just the beginning. Rapid sustainable growth ahead. Israel's startup and tech ecosystem are world-class. 10/10 talent. It might start smaller but I think demand will grow"
X Link 2025-10-21T05:13Z 13.3K followers, 27.9K engagements

"$NBIS folks right now we're learning to separate the believers from the hyperiders. Haven't sold a share and feel super calm. The only thing I'm worried about is which strategy to apply to take advantage of this massive opportunity. I'm honestly quite excited. Please do NOT copy me but I'm using options and leverage at this point. I know too much about this company to lose faith here. Their capacity is booked out 6m in advance. Fears of an AI bubble crush the stock price but have [--] effect on the 100% real demand and insane growth. This will be so obvious in a few months. But then it's too"
X Link 2025-10-21T15:46Z 13.3K followers, 18.9K engagements

"$NBIS serious question: you guys need some facts to strengthen your conviction again Or is everyone already clear this selloff makes zero sense for Nebius and is a broader market puking cause scared of AI bubble thing"
X Link 2025-10-22T14:57Z 13.3K followers, 14.4K engagements

"Hilarious to read such takes on $NBIS 😂 $30 aka if Nebius trades at 2x forward ARR and you discount all subs to [--]. Killer analysis. Very realistic. While we're at it I'd love to buy some $NVDA $TSLA $GOOGL at $1. When and how Ill build a $NBIS position. $80 = 2% position $50 = add another 2% $30 = add another 2% Ill then have 6% allocated and I would leave it alone. Or at higher share prices but lower p/s multiples id follow the same framework. Fundamentals matter When and how Ill build a $NBIS position. $80 = 2% position $50 = add another 2% $30 = add another 2% Ill then have 6% allocated"
X Link 2025-10-22T19:30Z 13.3K followers, 27.9K engagements

"$NBIS - a moment of silence and prayer for the paperhands"
X Link 2025-10-23T13:44Z 13.3K followers, 28.2K engagements

"$NBIS is a baby dragon right now. Most people dismiss it thinking its just an ugly snake. But if you pay attention you can see the monster its becoming. Nebius has the experience track record connections capital strategy partners and leadership and its simply in the right place at the right time. No other Neocloud stands a chance. As competition increases I keep reevaluating the facts but the gap keeps growing and Nebius is running more and more laps around everyone else. I'm not talking about the stock I'm talking about the real business: people growth margins capacity product. There's so"
X Link 2025-10-24T18:36Z 13.3K followers, 22.5K engagements

"🚨 $NBIS bulls - its NVIDIA week 🟢🔥 Nebius is at NVIDIA GTC in D.C. with the full leadership team (Arkady Boroditsky Bounds Zide & more) on site. They said: well have news to share before and during GTC. 👀 Stay glued the next 48h somethings coming. Curious. Any guesses #NBIS #NVIDIA"
X Link 2025-10-27T10:05Z 13.3K followers, 47.3K engagements

"$NBIS fam I think we know what the big NVIDIA x Nebius announcement tomorrow will be 👀 Here are the puzzle pieces 🧩 Big shoutout to @sarfatti_IR for adding some great plausible speculation. [--] NVIDIAs GTC schedule teases a session: A first of its kind integrated stack for Operational AI and Specialized AI Agents. Theyll unveil the newest NVIDIA partner building a fully integrated software stack with Nemotron models. [--] At the last $NVDA GTC $NBIS already gave a talk on: Enabling the agent first future: advancing test time search and compute infrastructure for agentic systems on demand. [--] The"
X Link 2025-10-27T16:48Z 13.3K followers, 120K engagements

"New deal: $MSFT will own 27% of OpenAI. Microsoft chose Nebius as their main data center partner. Which company could possibly soon get massive direct or indirect demand from OpenAI Hmmm sooo complicated. 🤔 No way it's $NBIS right Total speculation"
X Link 2025-10-28T14:07Z 13.3K followers, 38.5K engagements

"Here's the $IREN bull case from someone that probably understands it better than most of the IREN bulls on X 💖🐂 Many are just chasing hype sentiment or following a certain insiders trades without thinking for themselves. But after initially wrongly dismissing $IREN Ive done the work. Lets be clear: the value is NOT in some AI cloud. They have no AI cloud even if they call their rental business a cloud. IREN will never build a competitive AI Cloud. They simply do not have the people or skills for that. So many bulls think IREN can just build the physical infra and then slap some software on"
X Link 2025-11-01T16:00Z 13.3K followers, 103.8K engagements

"The next wave of AI winners will run on @nebiusai. Inference demand is going vertical. $NBIS to $400 by end of [----]. ⚡Today marks a big milestone for Nebius. Were launching Nebius Token Factory the evolution of Nebius AI Studio built to make open-source AI production-grade. Token Factory transforms raw open models into governed scalable systems with dedicated inference sub-second https://t.co/SdWVMiXvWO ⚡Today marks a big milestone for Nebius. Were launching Nebius Token Factory the evolution of Nebius AI Studio built to make open-source AI production-grade. Token Factory transforms raw open"
X Link 2025-11-05T12:56Z 13.3K followers, 17K engagements

"Im insanely bullish on $NBIS Q3 earnings next Tuesday (Nov 11). This could be the inflection quarter that drops jaws and wakes the market up. Heres what Im expecting: 1) Explosive revenue acceleration 2) Massive ARR visibility from the $17.4B Microsoft deal 3) New verticals: telcos governments enterprise clients 4) Diversified demand - not reliant on hyperscaler capex if AI "bubble" bursts 5) Clear beat & raise tone (giga bullish) 6) Even stronger [----] capacity guidance 7) Strong momentum across subsidiaries (usage revenue financing partnerships IPO prep) 8) Rockstar hires especially in U.S."
X Link 2025-11-05T15:40Z 13.3K followers, 77.2K engagements

"This is the sound of your portfolio going up another 200% $NBIS $EOSE $TE $KRKNF $ASTS"
X Link 2025-11-05T19:55Z 13.3K followers, 22.1K engagements

"🚨 $NBIS will officially be added to the MSCI World Index 🚨 Wow what amazing news to wake up to 🤩🥲 Here's what that means for us investors: [--]. Massive passive inflows The MSCI World Index underpins trillions of dollars in global ETFs and index-tracking funds. Once Nebius is added these funds are required to buy shares around the effective date. Even a small index weight can lead to tens or even hundreds of millions of dollars in forced inflows which for a $30B company can move the stock a few percent simply from mechanical buying. Pump it 💪 [--]. Institutional credibility and access"
X Link 2025-11-06T05:36Z 13.3K followers, 25.2K engagements

"$EOSE . everyone needs to chill. Heres what we know: - Power demand is exploding and wont slow for at least a decade. - The grid cant keep up. - Nuclear isnt ready yet. - Solar wind and natural gas are the winners today. - Batteries make all three dramatically more efficient. - Every serious data center will use batteries. - EOSEs tech is better faster safer and cheaper. - Theyre getting real orders and just doubled revenue QoQ despite missing guidance. - The bottleneck is production not demand. - Management clearly understands this and is scaling hard. If youve sized your EOSE position right"
X Link 2025-11-06T07:26Z 13.3K followers, 29.7K engagements

"Update: I think I know why $NBIS management is using stronger language now. This guy actually sits on IREN's board. Nebius' response seems very mild and professional in context. I didn't see this post because I muted him 🤐"
X Link 2025-11-06T10:49Z 13.3K followers, 65.8K engagements

"When his stocks go down - market manipulation 😡 $IREN $CIFR (tweet already deleted of course) When stocks he doesn't like $NBIS $CRWV (competitors to the stocks he owns) go down due to a broader market pullback - NOT macro or manipulation market is "waking up" 😆 Quite convenient So you can either claim victory or that everyone else is cheating. so you're right every single day Brilliant. Advanced value investing right here. BTW I'm not bashing $IREN or $CIFR. This is really about his twisted takes and dishonest posts"
X Link 2025-11-06T15:30Z 13.3K followers, 54.5K engagements

"SemiAnalysis (one of the most respected independent research outlets in semiconductors and AI infrastructure) is incredibly bullish on $NBIS ❤ - They still put $CRWV on top right now. - Nebius close [--] (Gold tier) "direct competitor" to CoreWeave - Nebius already better at Pricing Flexibility On-Demand Access Broader Cloud Ecosystem serverless inference endpoint business stronger open-source commitment higher customer diversity better balance sheet global footprint - Nebius biggest issue still seems to be the reputation drag as a "Russian" copmany. Loved reading that Also learned something"
X Link 2025-11-06T20:10Z 13.3K followers, 45.8K engagements

"Speculation: $MSFT might take a stake in $IREN 👀 "IRENs expertise in building and operating a fully integrated AI cloud from data centers to GPU stack combined with their secured power capacity makes them a strategic partner." - Jonathan Tinter The interesting part is not the quote. It's who it's from. Jonathan Tinter is not an infra guy. He's been with Microsoft for [--] years and now basically is their M&A Chief. My guess: He gave IREN a commercial deal to test if they can deliver. If they perform well Microsoft will become a shareholder. Just speculating :)"
X Link 2025-11-07T09:43Z 13.3K followers, 20K engagements

"$NBIS earnings on Tuesday. I don't think I've ever been so hyped in my life for an earnings call 😂"
X Link 2025-11-09T09:57Z 13.3K followers, 28.1K engagements

"Waaait we should livestream $NBIS earnings together and have some people who really understand Nebius discuss earnings live on stream afterwards. Who's interested or already planning this"
X Link 2025-11-09T12:13Z 13.3K followers, 13.7K engagements

"How will $NBIS stock react to earnings They see Nebius trading at [--] x guided ARR and call it overvalued. We see Nebius trading at [--] x forward ARR and believe it will be at 22x (+ subsidiaries worth billions). We call it cheap. Time will tell"
X Link 2025-11-10T06:30Z 13.3K followers, 15.9K engagements

"Im obsessed with asymmetrical investments. That's how I 10x'd my portfolio since [----]. Heres how I think about it: [--]. Limited downside The stock already trades as if the worst case happened or even below the value of its tangible assets. Risk is largely priced in. Even in a market where everyone screams bubble these opportunities exist if you pay attention [--]. High upside If fundamentals or sentiment shift the re-rating (not turnaround) can be explosive. I look for companies that can 23x within [--] months. Almost always hypergrowth tech companies. [--]. Optionality If a company can more than 3x"
X Link 2025-11-10T10:36Z 13.3K followers, 85.4K engagements

"$NBIS HOLY MOTHER OF GOD $7-$9B ARR by end of [----] BAM I told you my $5B ARR is super conservative - 800MW to 1GW connected power - completely sold out () told you aswell. - 19% EBITDA margin - won META as a new hyperscaler customer"
X Link 2025-11-11T12:06Z 13.3K followers, 82.3K engagements

"$NBIS Arkady (CEO) said: $META deal was "only" 3B because they literally didn't have more capacity. If they had more they would've sold more and the deal would be bigger"
X Link 2025-11-11T13:06Z 13.3K followers, 83.7K engagements

"$NBIS will dilute like 10% in order to fund a 700% yoy growth. Super bullish. If you're worried about that please sell all your growth stocks you don't deserve them"
X Link 2025-11-11T13:23Z 13.3K followers, 26.5K engagements

"Very insightful comment from $NBIS CEO Arkady: When we plan data center capex there are [--] stages: [--]. Secure land and power - pretty cheap (1% of total capex) [--]. Building data centers (connected power) (18-20%) [--]. Deploying GPUs (remaining 80% main part of capex) So the plan is: - secure as much capacity as possible - build as much as capital allows them - add GPUs as we see REAL demand This also makes it clear that Nebius will NEVER be in a bubble as they don't overbuild ever. Only once real demand is there they build accordingly. Of course they always have to be forward looking but always"
X Link 2025-11-11T13:29Z 13.3K followers, 13.6K engagements

"All I can say to $NBIS investors: HOLD. Do not sell a single share for the next [--] months. Do not let the AI Bubble fears ever get to you. Just don't trade on margin. If you don't do that you're good. Actually GREAT long term"
X Link 2025-11-11T13:43Z 13.3K followers, 18K engagements

"Everyone who buys $NBIS today: YOU ARE STILL EARLY. 10x in [--] years easy. At least 3x next year alone"
X Link 2025-11-11T13:48Z 13.3K followers, 23K engagements

"I will interview $NBIS CRO Marc soon (probably next week) and ask him a million questions after this mind-blowing earnings call. Need to collect my thoughts first. This is beyond my wildest dreams. Crazy bullish. Market will soon understand don't worry"
X Link 2025-11-11T13:53Z 13.3K followers, [----] engagements

"I'm in a world of pain right now. I was really really really happy to finally have a more balanced portfolio and no longer be 100% in $NBIS And then they drop this nuke of guiding for profitable 700% year over year growth. And the market allows you to buy that at a discount. What do I do here. brain AND heart both want more Nebius again"
X Link 2025-11-11T15:02Z 13.3K followers, 44.9K engagements

"$NBIS just posted a Rule of [--] score of [---] 🤯 What is the Rule of [--] It's a key metric showing how efficiently a company balances scale and profitability. You calculate it by simply adding the growth in % and the profit margin in %. Score (719) = Growth % (700) + Profit Margin (19) For context: Typical SaaS = [--] (good) (that's why it's called rule of 40) Datadog = [--] Snowflake = [--] Nvidia = [---] Nebius [---]. Absolutely off the charts"
X Link 2025-11-11T15:34Z 13.3K followers, 120.8K engagements

"My NEW $NBIS end of [----] price target: $607 Bear l Base l Bull case scenarios and assumptions👇 Before you go through my numbers please know I currently hold a large position in $NBIS none of this is financial advice and you should do your own research My assumptions: - I expect them to hit the mid-point of their [----] guidance for this year - $1B ARR. - I expect them to hit the mid-point of their [----] guidance for next year - $8B ARR. - I expect them to double again in [----] - $16B ARR. - I expect their end of [----] EBITDA margin will be +20% - I value their stake in their subsidiaries at $10B"
X Link 2025-11-11T16:17Z 13.3K followers, 89.5K engagements

"The most interesting quote from todays $NBIS Q3 earnings call: Arkady Volozh (CEO) explaining Nebius' 3-phases: Phase 1: Secure land + power (1 % of CapEx) Phase 2: Build data centers (20 %) Phase 3: Deploy GPUs (80 %) We secure as much capacity as we can build as much as capital allows and only fill GPUs when demand is visible. This stands in stark contrast to the current market narrative that whoever has the most power wins. Arkady is saying power is cheap (for Nebius). Where's the disconnect"
X Link 2025-11-11T17:33Z 13.3K followers, 36.1K engagements

"For those of you who want a very conservative $NBIS price target for [----] here you go: - Even though they've proven to underpromise and overdeliver - assume they hit the lowest end of their guidance ($7B ARR) - Even though they've proven hypergrowth with healthy margins - assume the market will remain highly "AI-skeptical" and only give them a 10x ARR multiple - On top of that let's assume aggressive dilution to fund capacity growth that brings us to 300M shares You still get to $266 / share (160 % upside). I really struggly to come up with a "realistic" bear case. To expect the stock to go"
X Link 2025-11-12T06:45Z 13.3K followers, 65.4K engagements

"If a stock you love and own goes down 10% 20% 30% your mind will play all types of tricks on you. The bears will make fun of you. You'll question your own judgment. You'll think you're an idiot. In that moment it's important that youve built deep conviction by doing a lot of research and really knowing what you own. Do you know the management the vision their edge the numbers etc. Only if you understand the company industry and landscape can you stay sane and hold on to your conviction. Without the ability to keep your sanity in such moments you'll get shaken out of EVERY SINGLE 10-bagger."
X Link 2025-11-12T17:45Z 13.3K followers, 37.2K engagements

"$NBIS I don't care what any of the people on X say about Nebius. It was undervalued at $140 and it's insanely undervalued right now. It's incredibly annoying to see people not understanding the difference between a single stock crashing and an entire theme going down in parallel. Everyone who says "Nebius is a good buy now" but thought it was crazy overvalued at $140 does NOT understand this company. We're on an exponential inference demand growth curve. That's the short version. Of course buying now is the steal of a century but if you bought at $140 you'd still easily double your money and"
X Link 2025-11-16T08:05Z 13.3K followers, 127.1K engagements

"Just recorded a [--] hour podcast with $NBIS CRO @marcboroditsky & @itsalasdairmann NOBODY is bullish enough. I truly think Nebius will become a $1T company over the next [--] years. Generational company in the making. Team strategy timing all line up to form a once in a lifetime opportunity"
X Link 2025-11-18T17:04Z 13.3K followers, 50.9K engagements

"I think $NBIS is a 100x from here within the next [--] years"
X Link 2025-11-19T06:53Z 13.3K followers, 101.7K engagements

"When I say $NBIS will be a $1T company by [----] I'm 100% serious. We already know AI-native companies grow MUCH faster than any previous generation of startups. I believe Nebius has the by far best team and builds the best products to become the #1 infrastructure of choice for a majority of these AI natives. Half a year ago this was just my thesis; now we KNOW that AI-native winners like Cursors are officially Nebius customers. As the underlying platform Nebius offers an incredibly attractive risk/reward: you participate in most of the upside of the hottest AI-native companies without the risk"
X Link 2025-11-19T15:00Z 13.3K followers, 53.9K engagements

"People going craaazy about my $NBIS could 100x in [--] years post. It's totally possible. You can be very skeptical or disagree but at least take a look at some numbers: - a $2T market cap in [--] years is a LOT less than $2T today. If you adjust for real inflation. It's probably closer to $1T today. - Today's hyperscalers (Google Cloud Amazon Webservices Microsoft Azure) all make between $60B - $132B in ARR. - If you'd extract their cloud businesses they'd probably be valued roughly at $800B (Google) - $1.4T (Microsoft). - Nebius will hit roughly $8B ARR in ONE year from here (end of 2026)."
X Link 2025-11-19T21:53Z 13.3K followers, 18.7K engagements

"$NBIS what happened I thought all the TA gurus said we're going to $60 🤔"
X Link 2025-11-19T22:00Z 13.3K followers, 55.5K engagements

"$NBIS bears reeeeeally need to understand that Nebius' business is not simply buying and then renting GPUs. Lost count of how many times I've now heard the skeptics point out that "GPUs really depreciate over 2-3 years not 4". Ok cool story. I don't think that's true but even if GPU renting is really a small part of the holistic product offering Nebius is building. Maybe look at the product and roadmap for a second"
X Link 2025-11-19T23:06Z 13.3K followers, 17.2K engagements

"@michaeljburry With this post your entire thesis lost all credibility. The financial engineering argument was solid and potentially correct. Saying the true end demand is small is obviously very wrong"
X Link 2025-11-20T00:01Z 13.3K followers, 29.6K engagements

"$NBIS podcast with Nebius CRO Marc dropping Monday. Sorry for the wait but its worth it. Marc shared a ton of insights I found genuinely valuable. He cleared up a lot of the FUD thats floating around right now. I also pushed him with a bunch of tough borderline uncomfortable questions that I expected him to dodge for political or PR reasons. He answered every single one He was direct intense and Im pretty sure investors will be fired up after watching"
X Link 2025-11-21T21:13Z 13.3K followers, 39.9K engagements

"Starting this community as I believe $TE is potentially one of the best performing stocks of [----] but has many real risks. A strong retail community that shares hardcore DD and insights is needed🕵♂"
X Link 2025-12-04T16:54Z 13.3K followers, 41.4K engagements

"My current portfolio themes and exposure: US Supply Chain (50.0%) $TE + $EOSE + $VLD + $GCU + $IE ⚡ Energy (40.0%) $TE + $EOSE + $GCU + $IE 🛡 Defense (40.0%) $PNG.V / $KRKNF + $VELO 🤖 Robotics (40.0%) $PNG.V / $KRKNF + $VELO 🧠 AI (20.0%) $NBIS *The percentages add up to more than 100% because these are overlapping labels. One company can (and does) hit multiple themes. https://twitter.com/i/web/status/2011468351655055484 https://twitter.com/i/web/status/2011468351655055484"
X Link 2026-01-14T16:00Z 13.3K followers, 15.8K engagements

"$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 sooner or later https://twitter.com/i/web/status/2012177307306176956 https://twitter.com/i/web/status/2012177307306176956"
X Link 2026-01-16T14:57Z 13.3K followers, 23.8K engagements

"$NBIS it's happening As AI moves from exploring use cases to delivering real economic value we're entering the "inference demand will melt your face" phase. Higgsfield (now the fastest-scaling GenAI company in history) uses Nebius to train their custom diffusion models. But the waaaay more important story is that they use Nebius' Token Factory as their dedicated inference platform Since Higgsfield runs on a consumption-based credit model their revenue growth is a direct high-octane driver for Nebius. When Higgsfield doubles Nebiuss revenue grows at least proportionally By owning the platform"
X Link 2026-01-18T15:00Z 13.3K followers, 24.1K engagements

"I 11xd my portfolio since January [----]. Heres exactly how I invest 👇 [--] Thesis I identify sectors with massive economic potential. I then try to find the specific winners positioned to capture most of the value. [--] Model I project revenue profit margins and growth rates. Crucially I always adjust for dilution to find a realistic price target and implied return. [--] Quality & Safety Score I grade every company on [--] pillars: Moats Founder DNA Management alignment Management quality Tech risk Execution risk Regulatory / exogenous risks [--] Quality-Adjusted Yield I calculate my quality-adjusted yield"
X Link 2026-01-19T16:00Z 13.3K followers, [----] engagements

"Added a new stock today SCHMID Group $SHMD Looks like a great setup to me. High risk very high reward. INTRO: Schmid Group is a 160-year-old German company that holds a potential monopoly on the "wet-processing" equipment needed for the next generation of AI computing: Glass Core Substrates (GCS). Modern AI chips are getting too big and hot for current plastic boards; they need glass to stop warping and Schmid has the unique tech to plate the microscopic holes in that glass. THESIS: The investment thesis is based on a massive "valuation dislocation". Right now the market is pricing $SHMD like"
X Link 2026-01-20T18:34Z 13.3K followers, 28.7K engagements

"All the AI skeptics talking about how "useless" or "bad" AI still is are incredibly embarrassing. What they are really projecting is their own inability. It's a bit like saying "My wife is so bad in bed she never comes""
X Link 2026-01-21T15:00Z 13.4K followers, [----] engagements

"@pennycheck It's all algos selling off high beta with exactly [--] interest in fundamentals"
X Link 2026-01-21T19:09Z 13.3K followers, [----] engagements

"That's a great contrarian bet that just seems very logical like it On a different note: have you noticed how long Israel you've become $PGY $NBIS and now WIX all largely Israeli Tech / Talent / dependencies. Not saying that's good or bad but interesting how their Tech is getting hotter every year also in the US and globally. Many people said this a decade ago but now we're seeing it at much larger scale. https://twitter.com/i/web/status/2016456300930945295 https://twitter.com/i/web/status/2016456300930945295"
X Link 2026-01-28T10:20Z 13.3K followers, [----] engagements

"@AJeldi2 Arjun can we get you on our podcast to share the VELO mission and explain all this to new investors Will reach thousands of investors on X and YouTube"
X Link 2026-01-28T19:57Z 13.4K followers, [---] engagements

"@RJCcapital This is not true. I know many $hims holders and they are much hairier and usually have a boner"
X Link 2026-02-07T04:04Z 13.3K followers, [----] engagements

"Nebius went from [--] to [--] data centers in [---] years. Great point of reference. $NBIS"
X Link 2025-08-20T07:48Z 13.3K followers, [----] engagements

"Needless to say: all Nebius $NBIS price targets for end of [----] are now useless. The bull case just became the base case. Will redo the math tomorrow and share my new price target"
X Link 2025-09-08T21:47Z 13.3K followers, 29.9K engagements

"A moment of silence for everyone who sold $NBIS because Arkady (CEO) sold some shares a few days ago 🥲"
X Link 2025-09-08T22:09Z 13.3K followers, 45.3K engagements

"$NBIS pumping 60% on insanely bullish news [--] days after everyone on X freaks out about the CEO potentially selling 10% of his shares is a lesson. NEVER panic just because an insider sells a few shares. Arkady (Nebius CEO) is a [--] year old billionaire. He has a family. Spending a few [---] million USD will affect his real life. Having 10% more papergains has ZERO impact on his real life. He still holds 90% of his shares. Personally I'd never buy a yacht private jet castle or "go crazy" with my money. But as rational investors we should never judge and just observe and learn to understand the"
X Link 2025-09-09T07:50Z 13.3K followers, 11K engagements

"🚀 Nebius just achieved NVIDIA Exemplar Status on H200 GPUs 🚀 This means Nebius becomes one of the first cloud providers worldwide to be certified for frontier model training performance. 97% of NVIDIAs benchmark 167k GPU hrs MTBF and vertically-integrated infra = best-in-class reliability & cost predictability. For investors: validation that Nebius isnt just another GPU host its emerging as the go-to AI hyperscaler from a pure performance perspective. $NBIS"
X Link 2025-09-29T08:39Z 13.3K followers, 51.6K engagements

"@throwabull As a user could you elaborate more what you love about the service why you use it and how it's different/better"
X Link 2025-10-09T16:27Z 13.3K followers, [---] engagements

"$NBIS now is our time to be patient. Don't get greedy. Don't panic sell. Don't chase all the hot names that are running that you don't understand if you're honest other than "the theme is hot". Just chill. Know what you own. Set a price target that you think makes sense based on your expectations and look at the difference between the market price and your price target. Do NOT look at which stock goes up or down. Look forward not backwards"
X Link 2025-10-15T19:45Z 13.3K followers, 17.4K engagements

"🚨 100% bubble alarm: all these complete junk companies claiming to have Gigawatts of Data Center capacity "pipelines" = excel spreadsheets. Retail buying into it 🤦🏻♂ Not understanding the difference between pipelines contracts and actual built functional connected real capacity with demand leading to real revenues with positive profit margins. This is pure madness and will 100% hurt many naive buyers while the pumpers make a fortune. Friends please be careful who you trust"
X Link 2025-10-16T09:50Z 13.3K followers, 111.1K engagements

"💥 Shots Fired Nebius Co-Founder Just Called Out the Entire AI Infra Industry $NBIS' Co-Founder and CBO Roman Chernin just published a sharp and polite but in my opinion very aggressive article in Forbes. Roman is a class act sharp and deeply experienced. But I cannot help reading his piece as a direct shot at legacy clouds but also companies like $IREN $CIFR and other Bitcoin miners now pivoting into AI infrastructure. He opens with a striking metaphor: The gap between general-purpose cloud-era tech and what the new AI economy actually needs Like a Nokia [----] trying to run TikTok. - sounds"
X Link 2025-10-30T17:26Z 13.3K followers, 56.7K engagements

"Sorry I have to say it: bullish $NBIS bearish $IREN Just for the record my position is that I'm very bullish Nebius long-term and also very bullish IREN but only short-term. I do think IREN will pop once they announce deals (NVIDIA). I still believe they will be orders of magnitude smaller than Nebius long term. As a short term trade I'd not be surprised if IREN would outperform Nebius. Demand is massive and their narrative of tons of secured energy is working and delivers what the market wants right now. In contrast Nebius' approach is less sexy. Actually doing the work of building a"
X Link 2025-10-31T10:12Z 13.3K followers, 170.4K engagements

"$NBIS CFO: the only reason they are in the mid-point of their guidance (and not above it) is the timing of their capacity coming online"
X Link 2025-11-11T13:13Z 13.3K followers, [----] engagements

"$TE community your time to shine Who wants to dissect this short report Important: we're no pumpers. Be honest Do they flag some real issues or just another FUD short scam Looking forward to reading this tomorrow. Random observation - a ton of stocks like $EOSE dumped for a day or two sfter short reports and then had crazy runs after people dissected them one by one. just some food for thought. NEW: We are short T1 Energy $TE: The American Made Charade Masking Chinese Supply and Control Built to Reap 45X Credits and Evade Tariffs at U.S. Taxpayers Expense. Our full report is now available at"
X Link 2026-01-21T20:04Z 13.3K followers, 13.8K engagements

"I like that hehe if you ever meet someone who at one point was globally ranked in a video game hire them immediately if you ever meet someone who at one point was globally ranked in a video game hire them immediately"
X Link 2026-01-22T16:47Z 13.3K followers, [----] engagements

"One of the dumbest charts I've ever seen. Assuming money spent is the same as time spent is one of the worst chart crimes ever. Obviously they spend much more time on ChatGPT but the willingness and need to pay is much lower. That's what's happening. Completely abstracted away by the completely misleading title that is just straight up wrong. A sad sad chart https://t.co/9Tmj2Z0vlo A sad sad chart https://t.co/9Tmj2Z0vlo"
X Link 2026-01-24T08:31Z 13.3K followers, [----] engagements

"$TE oh no An unverified anonymous [--] follower account complains about "fake china accounts" (haven't seen a single one) shilling TE. Is it over 😱 $TE So many regards are going to get burned by this garbage company. So many fake AI china accounts shilling this trash. So many dreams are going to be crushed. So many heard it here. https://t.co/4RlE3w2UH8 $TE So many regards are going to get burned by this garbage company. So many fake AI china accounts shilling this trash. So many dreams are going to be crushed. So many heard it here. https://t.co/4RlE3w2UH8"
X Link 2026-01-25T08:31Z 13.3K followers, [----] engagements

"FinX feels 80% dominated by the US both politically and philosophically. I dont think that is a bad thing as US Tech dominates most portfolios. However this creates blindspots. At the WEF in Davos there is a strong sense of frustration with Trump and his tariffs. The US has lost a significant amount of trust. You can hear that global trade is increasingly being organized around the US rather than with it. I am apolitical and simply seeking to understand the facts. We are observing how tariff policies are damaging long-term alliances and trust built over decades. Smart investors must consider"
X Link 2026-01-22T14:31Z 13.3K followers, [----] engagements

"It literally happened exactly like this. Exact same story as with EOSE. -5% dip after the short report into +10% pump after people dissected it and calles BS. If you bought the dip you're up 15% in a day. Nice. $TE community your time to shine Who wants to dissect this short report Important: we're no pumpers. Be honest Do they flag some real issues or just another FUD short scam Looking forward to reading this tomorrow. Random observation - a ton of stocks like $EOSE dumped for $TE community your time to shine Who wants to dissect this short report Important: we're no pumpers. Be honest Do"
X Link 2026-01-22T17:10Z 13.3K followers, [----] engagements

"Bought another 4'800 Nebius shares at a juicy price of only $63. [--] years from now this will feel like a steal. $NBIS"
X Link 2025-08-20T15:34Z 13.3K followers, 35K engagements

"$NBIS IS INSANELY CHEAP RIGHT NOW - Guided for $8B ARR by end of [----] - Current market cap: $27.61B So if you subtract $10B of subsidiary value you realize Nebius is currently trading at only 2.2x guided [----] ARR. That's INSANITY. A slow groth normal profitability ARR multiple would be [--]. Nebius is growing 700% yoy WHILE making money. https://twitter.com/i/web/status/1988224019913445731 https://twitter.com/i/web/status/1988224019913445731"
X Link 2025-11-11T12:35Z 13.3K followers, 81.1K engagements

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