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@MB_Hogan "You have some kind of a personal vendetta against Nebius Jim I know youre an IREN guy and I respect your deep dives and analysis and Im always open to hearing bear takes but first its all about power and you disregard software as a completely ineffective moat attacking Nebius business model then suddenly if OpenAI decides to try to develop software (mind you Nebius has been doing this in the space for decades with world class software engineers) now suddenly software is everything and Nebius cant compete"
X Link @MB_Hogan 2025-10-13T15:07Z 2237 followers, XXX engagements

"Jensen Huang just did an interview with Konstantine Buhler at Citadel Securities Future of Global Markets 2025 conference where he predicts we will get to trillions of dollars worth of AI infrastructure built EACH YEAR Huang also believes that nations will build their own national sovereign AI capabilities and specifically mentioned Nebius $NBIS as facilitating this Key takeaways: X. Nations will develop their own national AI capabilties in the coming years. Huang specifically mentioned $NBIS Nebius as a European neocloud provider building national AI capabilities): theres a company called"
X Link @MB_Hogan 2025-10-16T11:04Z 2289 followers, 1792 engagements

"$NBIS potential catalyst Nasdaq XXX inclusion Nebius is well-positioned now for inclusion in the Nasdaq-100 during the annual reconstitution in December 2025 given its current $XX billion market cap exceeds the $XX billion threshold and the duration of its listing in the Nasdaq. Grok gives an 80-85% chance of addition this year (effective December 2025) assuming Nebius maintains or grows its market cap"
X Link @MB_Hogan 2025-10-10T15:09Z 2290 followers, 5260 engagements

"@SHL2632 @jiahanjimliu @KobeissiLetter If you look at what course OpenAi is pursuing it does beg the question right Also Coreweave seems to be attempting to acquire software companies now"
X Link @MB_Hogan 2025-10-13T16:07Z 2261 followers, XXX engagements

"AI Bubble Consider PEG (price to earnings to growth) ratios of $NBIS compared to Amazon in the 2010s prior to their boom and Cisco from 1998-2000 prior to their dot com collapse. Grok estimates that $NBIS current PEG ratio (price to earnings to growth) is somewhere between .38-.7 For reference any PEG under X is usually considered undervalued. Amazons PEG dipped below X in 2010s preceding their boom. Following this the stock went up over XXX percent over the next few years. Alternatively consider Ciscos sky high PEG of 3-4 from 1998-2000. This is what an actual bubble looks like and sure"
X Link @MB_Hogan 2025-10-08T18:22Z 2226 followers, 7145 engagements

"$NBIS bullish news for subsidiary Avride. A good peer comp Wayve in the UK soars in valuation up to X billion"
X Link @MB_Hogan 2025-10-13T11:09Z 2236 followers, 2927 engagements

"How could $NBIS potentially utilize their valuable ClickHouse stake w/o dilution or selling a share of their stake"
X Link @MB_Hogan 2025-10-09T15:14Z 2281 followers, 2787 engagements

"$NBIS potential catalysts on the horizon: ✅ After Goldman Sachs update last week the Nebius average analyst price target is now $XXXXXX a share. Goldman issued bull case price target of $XXX a share. Announcement of two new greenfield sites (one site recently purchased in Birmingham Alabama) London data center officially launches New US data center announcement upcoming Toloka announcement hinted at New major firm analyst coverage (still only five institutions cover with potential coverage soon by major firms possibly X that handled the recent bond sale/capital raise Morgan Stanley BofA Citi)"
X Link @MB_Hogan 2025-10-12T15:35Z 2289 followers, 23.6K engagements

"The market has adjusted with the realization that more tariffs on China are not going to impact AI infrastructure like $NBIS"
X Link @MB_Hogan 2025-10-10T15:54Z 2281 followers, 2248 engagements

"I believe $NBIS is significantly undervalued right now and actually should be worth $XXX per share. Heres how I get there: Estimated 3.5B ARR for five years from Microsoft deal (NJ data center) is 17.4B distributed equally at 3.5B per year then using a 10X ARR multiple=35B (For the sake of ease Im assuming equal distribution of the revenue though it may be more heavily front-loaded w/ pre-payments (as Goldman Sachs noted) to help complete NJ data center. But to be more conservative here I am also not counting the optional 2B additional revenue which if utilized will make the deal worth 19.4B)"
X Link @MB_Hogan 2025-10-04T15:04Z 2283 followers, 59.7K engagements

"JUST IN Goldman Sachs raised their $NBIS PRICE TARGET this morning to $XXX a share from their previous target of $XXX. Out of five analysts currently covering Nebius the new average $NBIS price target is $XXXXXX a share. Consensus average upside of XX% from current stock price Northland Securities: $XXX (September XX 2025) Arete Research: $XXX (September 2025) BWS Financial: $XXX (September 2025) Goldman Sachs: $XXX (October X 2025) DA Davidson: $XXX (August 2025)"
X Link @MB_Hogan 2025-10-08T12:46Z 2274 followers, 5004 engagements

"@jiahanjimliu The man is either off his rocker or he invented fusion or something 😆"
X Link @MB_Hogan 2025-10-15T04:07Z 2267 followers, XX engagements

"What is $NBIS stake in ClickHouse worth Could it be worth 10B right now Ive read comments from a number of software engineers at major tech firms raving about ClickHouse and the enthusiasm isnt just hype. It has translated in the real world to a host of major clients for ClickHouse including Tesla Sony Cisco Lyft Instacart Cloudflare and Anthropic. This is the first time Ive heard that ClickHouse should be worth AT LEAST half the market cap of Snowflake (76B). Nebius owns XX% of ClickHouse so if that projection proves to be true it would translate to a roughly 10B+ stake for Nebius"
X Link @MB_Hogan 2025-09-16T11:23Z 2281 followers, 7111 engagements

"Ive heard some misinformed talk that the Open Ai deal with AMD is somehow bearish for $NBIS because Nebius uses Nvidia hardware not AMD. First of all Open Ai deal with Nvidia dwarfs their deal with AMD in both scale (10 GW vs. X GW) and financial commitment ($100 billion investment vs. tens of billions in expected revenue for AMD). But even if that were not the case Nebius has no contractual exclusivity with Nvidia. If AMD open source architecture proves to be strategically valuable Nebius could eventually or gradually integrate it as they see fit or just use the threat of integrating it to"
X Link @MB_Hogan 2025-10-06T20:39Z 2290 followers, 41.3K engagements

"Worth considering these comments regarding the new deal announcement PoolsideAI just made with Coreweave. $NBIS is also the go to for hyperscaler Microsoft in one of the largest deals in the sector. Unfortunate news for IREN bulls as I imagine they would have liked to rekindle the relationship with PoolsideAI. Thoughts"
X Link @MB_Hogan 2025-10-15T16:14Z 2289 followers, 7411 engagements

"Glowing endorsement of $NBIS from Sam Awrabi founder of Banyan Ventures AI native investment firm. And his hour and a half long interview with Nebius co-founder Roman Chernin is thorough deep and insightful and absolutely worth your attention"
X Link @MB_Hogan 2025-10-15T19:04Z 2290 followers, 5582 engagements

"$NBIS is an example of this strategy. I went all in at 8B market cap with a strong conviction that Nebius will someday be a 100B company. The path to 100B is now more clear than ever before. Consider this stat: "There've been XX companies in the last decade that have reached $100B or more. There were only a few hundred in the $10B bucket. So if you think about picking the XX out of a few hundred that has much better odds than trying to pick from the thousand of unicorns which might get to $10B.""
X Link @MB_Hogan 2025-10-09T15:06Z 2289 followers, 46.2K engagements

"Charles-Antoine Beyney CEO of DataOne continues to build hype around a new tech innovation for the 300MW AI data center in Vineland New Jersey for $NBIS Beyney is apparently offering a prize for the correct guess: a business-class ticket from the winners location to Vineland for a full private tour plus X days hosted in NYC (all expenses covered including sustainable aviation fuel for carbon compensation). No winner announced yet. Per Grok: From Beyneys August XX post (157+ comments) and related threads heres Groks summary of interactions/guesses to consider X. On-Site Energy Production and"
X Link @MB_Hogan 2025-10-15T15:32Z 2290 followers, 2957 engagements

"You are XXX % correct. I remember back in 2021 when I could sense serious palpable fatigue with all the Nvidia winning. The stock had gone up over 6000% from 2013-2021. There was a collective exhaustion like the next thing just cant possibly be MORE Nvidia. But it was. Another XXX% rise from there. And right now we are in the earliest stage of the AI data center/neocloud boom with years of compound revenue growth modeled and nearly limitless TAM with trillions of spending ahead of us over the next five years and some are already just desperate to find the next thing instead of seeing the"
X Link @MB_Hogan 2025-10-16T19:44Z 2289 followers, XXX engagements

"@daniel_koss I agree. At ClickHouse growth rate HOLD the stake for as long as possible to maximize value"
X Link @MB_Hogan 2025-10-09T13:28Z 2283 followers, XXX engagements

"Updated $NBIS bull catalyst list ✅ After the last Goldman Sachs update the Nebius average analyst price target is now $XXXXXX a share (this includes Goldmans base case of $137). Goldman also issued a bull case price target of $XXX a share Fed rate cuts more likely now through year end based on Powells comments yesterday. Highly bullish for tech growth stocks Announcement of two new Nebius greenfield sites (one site recently purchased in Birmingham Alabama which already has a building in a state with 6GW excess power and very low power rates. Local company Alabama Power that handles Birmingham"
X Link @MB_Hogan 2025-10-15T15:54Z 2290 followers, 8813 engagements

"Goldman Sachs just cited their new BULL case this morning for $NBIS as a 92B valuation or $XXX per share. This bull case would be a XXX% increase from the current stock price"
X Link @MB_Hogan 2025-10-08T13:02Z 2290 followers, 25.5K engagements

"@Yarless_ @jiahanjimliu @MVanbrunsc47513 @BagelC47 @babyfolio @ilzmcfly Yes 👍🏻 Alabama is actually a state w/ surplus power"
X Link @MB_Hogan 2025-10-15T10:09Z 2266 followers, XX engagements

"Fed rate cut looking more likely for September 💪🏻 bullish for $NBIS"
X Link @MB_Hogan 2025-10-14T17:14Z 2224 followers, 5223 engagements

"$NBIS currently trading at 15.4B valuation. But what is the aggregate value of its subsidiaries: Avride Bezos-backed Toloka and TripleTen The XX% ClickHouse stake alone is worth at least 1.7B based on recent funding but ClickHouse is quickly building a premium name and reputation with clients like Tesla The IPO could be double its current valuation in the next XX months. Ive seen projections for Toloka at around 2B. Grok claims the closest peer comp to Avride in terms of its operational model and ride-hailing partnerships is Waymo which currently has a 45B valuation. Motional is another peer"
X Link @MB_Hogan 2025-09-04T17:26Z 2281 followers, 16.8K engagements

"Bullish for $NBIS via their ClickHouse stake"
X Link @MB_Hogan 2025-10-15T20:11Z 2290 followers, 6981 engagements

"$NBIS owns XX% of ClickHouse. Could ClickHouse IPO for 30-50B"
X Link @MB_Hogan 2025-10-09T13:42Z 2281 followers, 4516 engagements

"@BagelC47 This is admittedly wild. Thats what Ive been saying the level of hyperbole on display would make a whore blush. Ive facetiously thrown out some insane ideas for Jim to shoot down. Did the man invent fusion or something 😆"
X Link @MB_Hogan 2025-10-15T03:10Z 2259 followers, XXX engagements

"$NBIS Ill say it again the DataOne CEO is talking up this new tech innovation in the most grandiose terms a systemic and revolutionary development on a scale that defies what we currently believe is possible. This kind of talk just cannot be justified by a X% total savings on power or frankly even a 30%. The man is talking like he invented fusion or something. I cant wait for the big reveal. At the very least it should be entertaining"
X Link @MB_Hogan 2025-10-15T04:07Z 2225 followers, 12.9K engagements

"The XX% ClickHouse stake may prove to be $NBIS greatest asset w/ respect to long term value. Massive upside potential"
X Link @MB_Hogan 2025-10-07T14:32Z 2283 followers, 3379 engagements

"DataOne CEO Charles-Antoine Beyney in charge of building the 300MW NJ data center for $NBIS claims to have achieved a new revolutionary tech that will be announced by end of this month that is a real systemic cross industry innovation that will change the world"
X Link @MB_Hogan 2025-10-16T04:06Z 2290 followers, 6395 engagements

"A selloff like this with $NBIS is only a buying opportunity"
X Link @MB_Hogan 2025-10-07T15:50Z 2282 followers, 3503 engagements

"The AI bubble talk comparison to the dot com bust are a false comparison. For one the AI boom is just beginning. We are so early here in the second inning with every major mind in the sector and every major finance institution predicting exponential growth over the next five years we still have very low holistic enterprise adoption that redefine/alter business outputs (Im not referring to superficial uses like AI assistants) perhaps only at around 10%. And secondly when you look at relevant comps in the AI infra space like Nvidia and Nebius their revenue growth is rising at a pace that aligns"
X Link @MB_Hogan 2025-10-14T15:24Z 2282 followers, 2607 engagements

"Not selling a share of $NBIS buying under $XXX is a gift. Long game"
X Link @MB_Hogan 2025-10-11T14:22Z 2281 followers, 6362 engagements