@mblancresearch Mont Blanc Research

Mont Blanc Research posts on X about $nbis, ai, $cccx, ceo the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

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• [--] Week [------] +35%
• [--] Month [------] +406%

Mentions: [--] #

• [--] Month [--] -4.40%

Followers: [---] #

• [--] Week [---] +3.40%
• [--] Month [---] +16%

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Social Influence

Social category influence stocks 39.05% technology brands 22.86% finance 18.1% cryptocurrencies 10.48% countries 5.71% exchanges 1.9% travel destinations 1.9% social networks 1.9% financial services 0.95% celebrities 0.95%

Social topic influence $nbis #247, ai 16.19%, $cccx #7, ceo 10.48%, $nvda 8.57%, strong 7.62%, $zeta 7.62%, growth 6.67%, $infq 4.76%, business 4.76%

Top accounts mentioned or mentioned by @thelonginvest @deitaone @citrini7 @stocksavvyshay @stockmktnewz @kalshi @mvcinvesting @biotech2k1 @brianstoffel @nandha027 @billackman @elonmusk @yianisz @thetechinvest @junkbondinvest @whizdo69 @mamajaco1 @jeffgabel @liebermanaustin @mrderivatives

Top assets mentioned Nebius Group N.V. Class A Ordinary Shares (NBIS) NVIDIA Corp. (NVDA) ZetaChain (ZETA) Salesforce Inc (CRM) Apple, Inc. (AAPL) Iris Energy Limited (IREN) Zeta Global Holdings Corp. (ZETA) CoreWeave, Inc (CRWV) Morgan Stanley (MS) Workday Inc (WDAY) Now Coin (NOW) Adobe, Inc. (ADBE) Charming Medical Ltd (MCTA) Platinum Analytics Cayman Limited (PLTS) LEIFRAS Co., Ltd. (LFS) Intuit Inc. (INTU) Atlassian Corporation PLC (TEAM) Adappter Token (ADP) SAP SE (SAP) American Eagle Outfitters (AEO) Metadium (META) Cobak Token (CBK) Acala Token (ACA) 2131KOBUSHIDE (21) ServiceNow Inc (NOW) Goldman Sachs (GS) Duolingo, Inc. (DUOL) Oracle Corporation (ORCL)

Top Social Posts

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

"as you can see the current largest shareholders of $NBIS are VERY BULLISH ahead of the earnings top [--] largest holders activity: 🟢 18/25 - Added shares 🔴 4/25 - Decreased exposure ⚫ 3/25 - Unchanged we see an overwhelming bullish signals from the largest institutional owners - unlike previous earnings cycle (it was mixed) https://twitter.com/i/web/status/2020868569240613154 https://twitter.com/i/web/status/2020868569240613154"
X Link 2026-02-09T14:33Z [---] followers, [----] engagements

"the median first-day pop this year has been close to 19% the highest since [----]. That's not irrational exuberance. It's pent-up capital chasing credible growth $MCTA +634% $PLTS +338% $LFS +184%"
X Link 2025-11-12T15:49Z [---] followers, [---] engagements

"Infleqtion announced an addition to the board of directors Eric Bjornholt will serve as the chair of our Audit Committee Previously he was the CFO at Microchip Technology which is a a global semiconductor leader with more than $40 billion in market capitalization $CCCX $INFQ"
X Link 2026-01-27T16:12Z [---] followers, [----] engagements

"Morgan Stanley is Getting $NBIS Customer Concentration Risk Completely Wrong Here's why: This looks scary if you assume this is a mature enterprise SaaS business where customer churn equals revenue collapse. $NBIS is not that. It is an early stage hyperscale AI infrastructure platform in capital formation mode. Customer concentration looks high because capacity is scarce and demand is concentrated at the frontier of AI compute. First these are not transactional customers. They are anchor tenants. Microsoft and Meta are not price shopping burst customers. They sign long duration contracts"
X Link 2026-01-30T15:25Z [---] followers, [----] engagements

"Morgan Stanley Research on $NBIS and NVIDIA relationship: "Our diligence suggests Nebius has a strong relationship with NVIDIA spanning from an engineering feedback loop to access of chips to NVIDIA's equity investment in Nebius in 2024." It's true - $NBIS and NVIDIA relationship go back even BEFORE Nebius Group back when it was called YANDEX N.V. $NBIS is also an NVIDIA Exemplar Status Cloud Partner: $NBIS benefits from customer demand/pipeline generation from this channel. https://twitter.com/i/web/status/2018075091314073665 https://twitter.com/i/web/status/2018075091314073665"
X Link 2026-02-01T21:32Z [---] followers, 11.5K engagements

"$NBIS revenue breakdown by segment only available data on the bloomberg terminal is FY [--] (shows how under-covered is $NBIS)"
X Link 2026-02-02T10:52Z [---] followers, [----] engagements

"🚨 Churchill Corp X Announces Change in Ticker $INFQ + Transfer of listing of securities to NYSE $CCCX"
X Link 2026-02-03T22:26Z [---] followers, [----] engagements

"going to publish this 20-page report in a few hours covering: $WDAY $NOW $CRM $TEAM $INTU $ADP $ADBE $SAP its a contrarian take on the SaaS market"
X Link 2026-02-09T05:00Z [---] followers, [----] engagements

"@Kalshi no ads for llm"
X Link 2026-02-09T19:18Z [---] followers, [--] engagements

"Sydney Sweeney joining American Eagle at Opening Bell Q: Is this a sign of a market top $AEO (joke)"
X Link 2026-02-11T15:45Z [---] followers, [---] engagements

"Pershing Square CEO Bill Ackman on $META: "We believe Metas current share price underappreciates the companys long-term upside potential from AI and represents a deeply discounted valuation for one of the worlds greatest businesses""
X Link 2026-02-12T22:42Z [---] followers, [---] engagements

""Only buy something that youd be perfectly happy to hold if the market shut down for [--] years" - Buffet. If you've done any meaningful research into Nebius Group and its management and the team you know that $NBIS falls into this basket of quality stocks"
X Link 2026-02-12T13:34Z [---] followers, [---] engagements

"@mvcinvesting $NBIS holdings in Avride TripleTen Toloka and Clickhouse offer a significant upside that is often overlooked"
X Link 2025-10-21T14:23Z [---] followers, [----] engagements

"$ZETA ahead of the earnings: 17-quarters of revenue beat and raise"
X Link 2025-11-04T15:11Z [---] followers, [----] engagements

"In our Substack article: "France in need of a Sixth Republic" we outlined this trade: Long: $DBK $CBK in past month - Up 5.41% Short: $BNP $ACA in past month - Down -13.46% Link to the full research article in the comments 🧵👇"
X Link 2025-11-06T18:53Z [---] followers, [---] engagements

"Infleqtion is headed to Supercomputing [----] $CCCX is partnering with $NVDA to host a hands-on tutorial on building scalable quantum-AI workflows with CUDA-Q tools and real-world GPU-quantum integrations: Accelerated Quantum Supercomputing in Action: A Hands-On Tutorial on Scalable Hybrid Workflows"
X Link 2025-11-14T23:03Z [---] followers, [----] engagements

"Tim Cook increased the market cap of $AAPL by $2.1 Trillion Hes been one of the best CEOs of all time. If he decodes to step down hell be reminded as such"
X Link 2025-11-15T17:44Z [---] followers, [----] engagements

"🚨 Just published Why the market got SaaS WRONG SaaS companies like $CRM is a great buy: Check it out in the comment 👇"
X Link 2026-02-09T12:26Z [---] followers, [----] engagements

"The four horsemen of SaaS Salesforce $CRM Workday $WDAY Servicenow $NOW Adobe $ADBE All down in the last [--] months"
X Link 2026-02-12T14:11Z [---] followers, [---] engagements

"its official $CCCX $INFQ"
X Link 2026-02-13T17:31Z [---] followers, [----] engagements

"Ray Dalios advice for beginners in the markets find a game that you love play the game be around ppl who are pro at the game chatting with ppl who know more than you is the single biggest shortcut in life"
X Link 2026-01-29T00:12Z [---] followers, [---] engagements

"Goldman Sachs historical PT for $NBIS first rating PT $65 second rating PT $77 third rating PT $120 the latest PT $155 Alexander Duval is the GS analyst covering $NBIS and he's extremely bullish on [----] targets Goldman Sachs $NBIS Forecast with a PT of $155 This research was published just over a month ago https://t.co/4xyTYzsab7 Goldman Sachs $NBIS Forecast with a PT of $155 This research was published just over a month ago https://t.co/4xyTYzsab7"
X Link 2026-01-29T12:57Z [---] followers, [----] engagements

"@Biotech2k1 buy the dip has been an incredible strategy for the past couple years - like all strats it doesnt always work but for now ppl are ripping the benefits. interesting to see how it performs in 2026"
X Link 2026-01-29T16:54Z [---] followers, [--] engagements

"🔴 red red red $NBIS $CCCX $RCAT $ZETA almost every stock in my pa is down a big deal nope"
X Link 2026-01-29T18:19Z [---] followers, [---] engagements

"🚨 New VP of Commercial Solutions Infleqtion just hired Dave Kresse as the VP of Commercial Solutions Dave previously worked in Amazon Web Services managing partnerships This is another push from $CCCX into commercialization of quantum sensing and computing products. A word from $INFQ CEO Matt Kinsella: Were pleased to welcome Dave to Infleqtion as we expand our commercial focus in quantum computing and quantum sensing Daves experience identifying customer needs envisioning solutions and developing partnerships to deliver those solutions are critical to growing our business. Dave will lead"
X Link 2026-01-29T20:54Z [---] followers, [---] engagements

"@Brian_Stoffel_ great job you missed a huge rally and are about to buy-in at a very questionable time"
X Link 2026-01-30T18:25Z [---] followers, [----] engagements

"silver cycle The silver chart is truly truly insane The silver chart is truly truly insane"
X Link 2026-01-30T19:12Z [---] followers, [---] engagements

"@nandha027 why"
X Link 2026-01-30T19:14Z [---] followers, [--] engagements

"🚨 $NBIS Full-Year Earnings Release Nebius will release its fourth quarter and full-year [----] financial results on Thursday February [--] [----] before maket open"
X Link 2026-01-30T21:06Z [---] followers, [---] engagements

"@BillAckman @elonmusk unplug them"
X Link 2026-01-30T21:54Z [---] followers, [---] engagements

"@yianisz hiring is seasonal so that number 3m number is irrelevant but $ZETA in general is a great business and a great buy"
X Link 2026-02-01T18:57Z [---] followers, [---] engagements

"@Citrini7 we still have to figure out Warsh i think strong probability that: if complacent then whipsaw"
X Link 2026-02-01T19:12Z [---] followers, [----] engagements

"@TheTechInvest my [---] day $DUOL streak will save it"
X Link 2026-02-01T19:50Z [---] followers, [---] engagements

"@StockSavvyShay $ORCL already has such a high debt/equity ratio and a big exposure to OpenAI contracts - not sure that more debt is a good idea for them"
X Link 2026-02-02T00:02Z [---] followers, [----] engagements

"@junkbondinvest nothing to do with ai industy as a whole (Im bullish) but i wouldnt touch oracle"
X Link 2026-02-02T00:40Z [---] followers, [---] engagements

"@Whizdo69 the relationship is stronger after the company because AI infrastructure and cloud provider of course but it goes back to Yandex days"
X Link 2026-02-02T18:02Z [---] followers, [--] engagements

"@MamaJaco1 yes theres coreweave arm holdings and others"
X Link 2026-02-02T18:04Z [---] followers, [--] engagements

"🚨 Map of data centers in Europe $NBIS data center in Finland"
X Link 2026-02-04T13:40Z [---] followers, [----] engagements

"🚨 Just in: $ZETA launches $ZETX Its is a daily 2x long ETF The issuer is Defiance ETFs. This product is built specifically to give traders leveraged exposure to $ZETA"
X Link 2026-02-04T14:12Z [---] followers, [---] engagements

"Just published a new article Infleqtion $CCCX (Quantum Computing) - BUY Initiated my position at mid-to-low teens now it's trading at $25/Share. So really had to crunch to get this research out quickly. Hopefully you find it useful Read the investment thesis 🧵👇🏻"
X Link 2025-10-10T10:32Z [---] followers, 14.7K engagements

"3/11 Quantum Sensing Segment Atomic Clock Infleqtions atomic clocks offer precision accuracy and stability that are [------] greater than existing systems. They provide better-than-GPS timing for synchronisation without relying on satellite signals a critical advantage for infrastructure such as electricity grids cellular networks data centres and financial markets all of which depend on accurate timing. This addresses a major point of fragility in modern infrastructure. Quantum RF Receiver Quantum RF receivers completely rethink the paradigm of how we receive radio waves. Instead of using"
X Link 2025-10-10T10:32Z [---] followers, [---] engagements

"4/11 Quantum Computing Segment Quantum Computers Infleqtions neutral atom quantum computers are engineered to deliver scalable fault-tolerant performance unlocking applications beyond the reach of classical systems. While traditional computers struggle with problems involving large complex variable interactions quantum architectures can process such challenges exponentially faster a leap particularly relevant to AI chemistry and materials science. Sqale Infleqtions flagship neutral atom quantum computer is designed for precision scalability and speed enabling high-fidelity quantum operations"
X Link 2025-10-10T10:32Z [---] followers, [----] engagements

"5/11 A 10000-Foot View of Advancements in Computing Quantum is a computing force multiplier. Classical systems are reaching their limits in terms of size energy and cost and there are certain challenges that todays technology simply cannot solve. Just as GPUs extended the power of CPUs and opened entirely new markets (such as AI) quantum processing units (QPUs) will layer on top of both CPUs and GPUs to tackle problems that classical computing cannot reach. Take encryption as an example: modern encryption relies on the fact that classical computers cannot efficiently factor very large numbers"
X Link 2025-10-10T10:32Z [---] followers, [---] engagements

"6/11 Infleqtions History and Evolution Infleqtion has been a pioneer in quantum technology since its early days developing the worlds first quantum memory for NASA and launching the Cold Atom Lab aboard the International Space Station the first quantum system in space. The companys growth accelerated after securing its first institutional investment from Maverick Capital in [----] catalysing its expansion into quantum computing. With its quantum hardware and software now in market Infleqtion is scaling to building commercial systems that approach quantum advantage and positioning itself as a"
X Link 2025-10-10T10:32Z [---] followers, [---] engagements

"8/11 The merger On [--] September [----] CCCX and Infleqtion announced a business combination agreement valuing Infleqtion at approximately $1.8 billion (pre-money). The deal is expected to provide more than $540 million in gross proceeds to Infleqtion. This comprises funds in CCCXs trust account of around $416 million and additional PIPE financing of over $125 million from institutional investors. Upon closing the combined company will operate as Infleqtion and is expected to be listed on a leading North American exchange under the ticker INFQ. As CCCX has not yet merged with Infleqtion valuing"
X Link 2025-10-10T10:32Z [---] followers, [---] engagements

"11/11 Summary In summary this is a speculative investment but that doesnt make it a poor one. On the contrary I like this stock precisely for that reason and I already hold shares of CCCX. Churchill Capital Corp has a proven record of successful de-SPAC transactions most notably with Oklo and Infleqtion represents its first dedicated quantum technology venture. Infleqtion has secured contracts with multiple government agencies including NASA and the U.S. Department of Defence positioning it at the centre of the emerging quantum computing arms race. As the U.S. and its allies accelerate"
X Link 2025-10-10T10:33Z [---] followers, [---] engagements

"Thanks for reading This article took many hours to complete. For the full analysis with more detail see my Substack: (Everything is for Free): https://montblancresearch.substack.com/p/infleqtion-cccx-quantum-computing https://montblancresearch.substack.com/p/infleqtion-cccx-quantum-computing"
X Link 2025-10-10T10:33Z [---] followers, [---] engagements

"@JeffGabel $CCCX tech definitely has strong military applications hence the contracts with the DoD and US & UK Navy"
X Link 2025-10-10T11:38Z [---] followers, [---] engagements

"@TheLongInvest Well Trump does not have [--] bullet. Both countries have leverage in multiple sectors"
X Link 2025-10-10T22:10Z [---] followers, [----] engagements

"Upstart $UPST Prairie $PROP Niu $NIU Iren $IREN All have notable insider ownership and strong earnings growth. Suggesting confidence from those closest to the companies. With the earnings season coming up could be interesting to have some exposure"
X Link 2025-10-11T15:16Z [---] followers, [----] engagements

"@LiebermanAustin Check this out $IREN"
X Link 2025-10-11T16:44Z [---] followers, [----] engagements

"@StockMKTNewz"
X Link 2025-10-12T15:00Z [---] followers, [----] engagements

"@Mr_Derivatives Checks out"
X Link 2025-10-21T15:01Z [---] followers, [---] engagements

"$WGO up 26% Today A month ago we published a BUY rating and in-depth analysis on $WGO with over [----] words. Just one of many winning ideas from Mont Blanc Research over the last month. You can read the full analysis below. I love Tech & AI stock just as much as the next guy but we need a breath of fresh air. Winnebago Industries $WGO Heres a Deep Dive explaining my investment thesis 🧵👇🏻 https://t.co/UvO8k3SX7T I love Tech & AI stock just as much as the next guy but we need a breath of fresh air. Winnebago Industries $WGO Heres a Deep Dive explaining my investment thesis 🧵👇🏻"
X Link 2025-10-22T13:42Z [---] followers, [---] engagements

"1. Zeta Global Holdings $ZETA - Everything You Need To Know About Why Its A Buy Summary Zeta Global is a high-growth AI-driven MarTech company consistently beating revenue and margin targets with strong growth in customer LTV and accelerating performance. The company operates in a rapidly expanding market supported by secular tailwinds and rising enterprise adoption positioning Zeta for sustained long-term growth. Despite recent volatility and a short report controversy Zeta trades at a 50% discount to fair value offering significant upside potential for investors. Risks include regulatory"
X Link 2025-10-30T13:56Z [---] followers, [---] engagements

"2. Company Overview $ZETA is an AI-powered marketing company located in New York City founded in [----] by @dsteinberg10000 David A. Steinberg and John Sculley a former Apple Inc. (AAPL) CEO. From its founding the company remained private and raised capital multiple times buying out competitors and expanding. In July [----] Zeta secured $125 million in funding from Blackstones GSO Capital Partners to accelerate growth by acquiring data-focused startup businesses. In order to prepare for its IPO the business raised an additional $222.5 million in debt financing in March [----]. On June [--] [----] Zeta"
X Link 2025-10-30T13:56Z [---] followers, [---] engagements

"3. Total Addressable Market TAM According to IMARC Group in [----] Marketing Technology or (MarTech) industry size was about $193.7 billion. The report also claims the industry will grow to $2431 billion by [----] which implies a compound annual growth rate (CAGR) of 18.41% between [----] and [----]. North America is a clear winner in terms of the market share as it commands 35.8% global market share in MarTech. Furthermore in the North American region the US accounted for 84.3% of the total market share. The region also benefits from the companys cutting-edge digital and physical infrastructure to"
X Link 2025-10-30T13:56Z [---] followers, [---] engagements

"4. Company Financials In Q1 [--] $ZETA achieved y/y revenue growth of 36% or $264 million compared to Q1 [--] 194.9MM which represents a 24% y/y increase from the previous year. Cash from operations also increased 41% to $35 million from $24.7 million which was a 23% y/y increase. Adjusted EBITDA grew 53% y/y to [--] million from [----] million which shows 23% y/y growth and Adjusted EBITDA margin grew 200bps to 17.7% from 15.6% which was a 40bps increase from a previous year. As you can see all revenue growth CFO Adjusted EBITDA and Adjusted EBITDA margin not only grew substantially but grew at a"
X Link 2025-10-30T13:56Z [---] followers, [---] engagements

"That's it Thank you for reading This article took many hours to complete so hopefully you found it useful. For the full analysis with more detail and full valuation see our Substack: (Everything is Free): https://www.montblancresearch.com/p/zeta-global-holdings-zeta-everything https://www.montblancresearch.com/p/zeta-global-holdings-zeta-everything"
X Link 2025-10-30T13:57Z [---] followers, [---] engagements

"@Citrini7 btw this robot was remote controlled by a human with a VR headset and joysticks. AI and machine learning also need to advance much more to be able to execute simple commands like clean the dishes"
X Link 2025-10-30T19:30Z [---] followers, [---] engagements

"@unusual_whales ai will be yuge the best and the greatest you've never seen anything like it"
X Link 2025-11-02T23:03Z [---] followers, [----] engagements

"Great news As Infleqtion $CCCX is NVIDIA $NVDA partner: The team joined $NVDA on stage and presented plans for Sqale-IL NVQLink-enabled system coming soon to the Illinois Quantum and Microelectronics Park. More catalysts to come"
X Link 2025-11-02T23:56Z [---] followers, [----] engagements

"@DeItaone republicans will have to make concessions - shutdowns always hurt sitting presidents (trump)"
X Link 2025-11-03T00:43Z [---] followers, [----] engagements

"Reminder: Big move in streaming Hulu $DIS and Fubo $FUBO merging their live TV businesses creating a combined platform with 6M subscribers. Fubo CEO David Gandler will lead the new joint operation a fresh challenger in the Pay TV space. Expectation: Outperform $4.50 p/s"
X Link 2025-11-03T02:08Z [---] followers, [----] engagements

"🚨 $AMD and the U.S. (DOE) have announced a $1 billion partnership to build [--] AI-powered supercomputers. One super computer will launch early next year using AMDs latest AI technology the second will incorporate AMDs upcoming MI400 series chips. $AMD reports earnings tomorrow (after close). It will be interesting to track how this information that was released a week ago is digested tomorrow into the earnings"
X Link 2025-11-03T20:32Z [---] followers, [----] engagements

"🚨 $PLTR Earnings Out Double Beat Revenue: $1.18 v.s. $1.09 (est) 🟢 EPS: $0.21 v.s. [----] (est) 🟢 Guidance Q4 FY25 raised above estimates"
X Link 2025-11-03T21:25Z [---] followers, [---] engagements

"Today was a tough trading day for $NBIS So I wanted to share some good news: $NVDA posting Avride and their robotaxi from #NVIDIAGTC. which is powered by $NVDA tech. Along with recent secured capital injection of $375 million and partnerships with $UBER and Uber Eats Avride is doing great"
X Link 2025-11-04T02:21Z [---] followers, [----] engagements

"Infleqtion $cccx is hiring Application: Chief Engineer for the New Quantum for Space Program Expanding team at Infleqtion is a great sign for positive future performance $cccxw"
X Link 2025-11-04T02:48Z [---] followers, [----] engagements

"$NBIS $17 billion deal with $SMFT creates a lot of computing demand This is why this 300MW data center in Vineland NJ being constructed by DataOne for $NBIS will contribute bringing compute online $NBIS on track to hitting their 100MW of installed capacity by the end of [----] Incremental capacity is also being added at existing facility in Kansas City and new site in Iceland"
X Link 2025-11-04T14:10Z [---] followers, [---] engagements

"$ZETA smashed earnings 🟢 Revenue $337 million 🟢 Adj. EBITDA $78 million 🟢 FCF $47 million"
X Link 2025-11-04T21:15Z [---] followers, [----] engagements

"patiently waiting for the best play in the quantum computing to go public: $CCCX"
X Link 2025-11-05T01:44Z [---] followers, [----] engagements

"@DeItaone Polymarket being prophetic again"
X Link 2025-11-05T02:07Z [---] followers, [----] engagements

"$CCCX Infleqtion CEO Matt Kindella: It was a very important culturally to start to push products out into the world because having you know being in a VC for a long time you cant snap your fingers and turn a research culture into a commercial focused culture it needs to be embedded in the DNA from day one Infleqtions competitive advantage is the combination of its advanced technology with allows Quantum Computing at room temperature by utilizing rubidium or cesium atoms which are suspended in a vacuum chamber and manipulated with lasers. And the relentless focus on commercialization. CEO Matt"
X Link 2025-11-05T13:28Z [---] followers, [----] engagements

"@DeItaone can this number be left alone for a while please"
X Link 2025-11-06T14:06Z [---] followers, [----] engagements

"@INArteCarloDoss dems did the exact same thing and it ended up not working out for Biden at all. ppl are not stupid they see prices going up. gaslighting works in many cases but when it comes to inflation ppl know the truth. this just hurts already collapsed approval ratings for djt"
X Link 2025-11-06T16:56Z [---] followers, [---] engagements

"$NBIS Avride post on LinkedIn: Very soon the growing Avride autonomous vehicle fleet will hit the Dallas roads"
X Link 2025-11-08T13:41Z [---] followers, 11.4K engagements

"Hedge fund Black Swift Group acquired a substantial new stake in Nebius Group $NBIS Institutional investors are still "Net Buyers" of $NBIS even through the last volatile month You can sell but the smart money is buying"
X Link 2025-11-08T23:10Z [---] followers, [----] engagements

"First look into the new $NBIS Data center in Israel This data center houses one of the countrys first publicly available deployments of NVIDIA Blackwell GPUs $NBIS is well on their way to hitting [--] GW capacity target by 2026"
X Link 2025-11-09T01:18Z [---] followers, 11K engagements

"Arkady Volozh founder and CEO of$NBIS: This launch isamilestone for Nebius and for the UKs growing AIecosystem. Bycombining our cloud infrastructure foundations with $NVDA latest technology were empowering organizations across the UKtotrain deploy and scale AImodels and applications faster more securely and more sustainably than ever.""
X Link 2025-11-09T14:19Z [---] followers, [----] engagements

"$CCCX Infleqtion To Bring $NVDA NVIDIA NVQLink Quantum System to Illinois Infleqtion is collaborating with NVIDIA to integrate NVIDIAs NVQLink technology with Infleqtions Sqale quantum computer NVQLink enables fast low-latency connections between quantum processors and GPU-accelerated AI systems allowing real-time hybrid quantum-classical computing $INFQ Infleqtion is installing an NVQLink-enabled Sqale quantum computer at the Illinois Quantum & Microelectronics Park supporting advanced research by combining quantum computing power with AI acceleration This setup aims to advance scalable"
X Link 2025-11-09T14:32Z [---] followers, [----] engagements

"Thinking about $NBIS earnings on Tuesday"
X Link 2025-11-09T18:58Z [---] followers, [---] engagements

"$CRWV earnings tomorrow is importnat for $NBIS $IREN shareholders over the last [--] quarters: revenue increased consecutively and grew 207% YoY from Q2 [--] if $CREV outperforms this could be a catalyst for $NBIS and $IREN rally"
X Link 2025-11-10T00:19Z [---] followers, [---] engagements

"$CRWV CEO Michael Intrator on "AI CapEx Bubble" Multitrillion-dollar investments were worthwhile if youre building something that accelerates the economy"
X Link 2025-11-10T01:00Z [---] followers, [----] engagements

"inside $NBIS Avride autonomous vehicle passengers described the car as feeling very safe and comfortable $NBIS earnings is on Tuesday and investors must also track the future performance of Avride source video: The Road To Autonomy"
X Link 2025-11-10T02:14Z [---] followers, 15.7K engagements

"Just In: $NBIS robotics and physical ai awards winners will receive up to $150000 in Nebius AI Cloud compute credits accelerated by $NVDA and gain global recognition across the robotics and AI ecosystem"
X Link 2025-11-10T20:40Z [---] followers, [----] engagements

"$NBIS CEO Arkady Volozh last minute how Nebius got re-listed on NASDAQ: One day last October NASDAQ called us and said Congratulations you are compliant again. You start trading on Monday. We had one day to prepare a press release thats all we could do"
X Link 2025-11-10T20:58Z [---] followers, 22.4K engagements

"$CRWV Earning Out double beat 🟢 Revenue: $1.36B v.s. $1.28B (est) 🟢 EPS: -$0.22 v.s. -$0.52 (est) Next up $NBIS tomorrow"
X Link 2025-11-10T21:12Z [---] followers, [----] engagements

"Before $NBIS earnings keep in mind: $NBIS reduces costs by custom-designing its server racks with $NVDA instead of buying standard hardware. Enabling better testing and advanced liquid cooling resulting in less downtime and greater efficiency for its customers"
X Link 2025-11-11T02:29Z [---] followers, [----] engagements

"$NBIS Q3 [----] Highlights Expected $79B run-rate revenue by end-2026 [---] GW contracted power target (+150% vs prior plan) 19% adj. EBITDA margin +355% YoY / +39% QoQ group revenue growth $4.3B funding secured Sold out of all available capacity New products: Nebius AI Cloud [---] Aether & Token Factory Customers include Microsoft Meta and top AI startups"
X Link 2025-11-11T12:17Z [---] followers, [---] engagements

"$NVDA youtube post: Co-Founder at $NBIS Roman Chernin: When you build the AI infrastructure the most important challenge you always face is that the industry is moving very fast. When it comes to inference there are many important components. You still need very reliable underlying physical infrastructure and it should be more and more performant. Our mission is to provide scalable high-performant high-reliable AI cloud"
X Link 2025-11-11T18:37Z [---] followers, [---] engagements

"China International Capital Corporation: Initiated coverage of $NBIS with Outperform at $143 Price Target"
X Link 2025-11-11T19:47Z [---] followers, [---] engagements

"$NBIS Co-Founder @romanchernin talks about $NVDA: We love inference because behind inference there is real business need user business. The sizes of the models are growing and you need more memory more performance. You need models running across multiple nodes and utilizing the networking. Nvidia all the time is moving boundaries providing new more performant stuff that enables more advanced models"
X Link 2025-11-11T23:16Z [---] followers, [---] engagements

"$NBIS very bullish for FY [--] upwards guidance revisions were humongous btw heres Avride autonomous delivery robot close up $NBIS owns 80% of Avride"
X Link 2025-11-12T04:10Z [---] followers, [---] engagements

"i just got interested in $RCAT currently working on a long thesis ill publish it soon in the mean time if anybody knows good research piece to read on Red Cat Holdings let me know"
X Link 2025-11-14T22:15Z [---] followers, [----] engagements

"$NBIS owned Avride Autonomous AI"
X Link 2025-11-14T23:07Z [---] followers, [---] engagements

"@StockMKTNewz tim has been an incredible ceo just take a look:"
X Link 2025-11-15T17:34Z [---] followers, [----] engagements

"Top [--] contenders to replace Tim Cook as the CEO of $AAPL John Ternus - Leads Apples hardware engineering and is widely viewed as the top internal successor Craig Federighi - Runs software engineering and has a strong public presence plus deep influence over Apples future platforms Greg Joswiak - Oversees global marketing with broad product insight and long-standing company experience"
X Link 2025-11-15T18:26Z [---] followers, 381.3K engagements

"$NBIS CEO Volozh Schenker Our business is built on [--] pillars: [--]. technology [--]. capital [--]. demand $NBIS has strong data-center expertise. They launched with about $2 billion and now have more capital. AI compute demand is expected to exceed supply through at least 2028"
X Link 2025-11-15T20:18Z [---] followers, 18K engagements

"@TheLongInvest cutting is not a given but yeah i agree id expect a rally into year end"
X Link 2025-11-15T20:29Z [---] followers, [---] engagements

"@TheLongInvest being bored is good a lot of good ideas come from being bored and then pondering ideas"
X Link 2025-11-15T22:15Z [---] followers, [----] engagements

"@CramerTracker HAHAHA"
X Link 2025-11-16T02:38Z [---] followers, [---] engagements

"Could this selloff resemble the [----] correction that set up a massive rally I think it's possible. Within a year Fed doves are likely to hold the majority and the funds rate could be closer to [---]. That backdrop would be a strong catalyst for equities"
X Link 2025-11-16T10:57Z [---] followers, [---] engagements

"@BCalusinski For [----] likes are you going dye your hair grey like Ackman"
X Link 2025-11-16T23:02Z [---] followers, 57.8K engagements

"@StockSavvyShay investors need to know the difference between signal and noise"
X Link 2025-11-17T01:03Z [---] followers, [----] engagements

"$NBIS to joinWorld Wide Technology (WWT)asaninaugural partnerin WWTs new GPU Cloud Partner Programdesigned to help enterprises accelerate their AI initiatives with scalable high-performance infrastructure"
X Link 2025-11-17T15:38Z [---] followers, [---] engagements

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