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@NeuralCadence "Because of the high depreciation and energy costs I would prefer to use a lower ARR multiple or just look at EBIT instead. You do account for dilution but not for the possibility that they might sell their stakes in ClickHouse Toloka or AVride which I hope they wont but I wouldnt rule it out"
X Link @NeuralCadence 2025-10-13T20:49Z XXX followers, XXX engagements

"@OssStartup @mvcinvesting @daniel_koss There are so many great insights about ClickHouse in this podcast. I highly recommend giving it a listen"
X Link @NeuralCadence 2025-10-09T07:32Z XXX followers, XXX engagements

"@babyfolio I wrote a Substack article on ClickHouse see the pinned tweet on my profile. ClickHouse could IPO at a valuation just under $XX billion making the NBIS stake worth over $XX billion"
X Link @NeuralCadence 2025-10-09T06:04Z XXX followers, XXX engagements

"ClickHouse's ARR is growing over XXX% year-over-year. The market significantly underestimates the value of $NBIS's XX% stake in ClickHouse"
X Link @NeuralCadence 2025-10-07T13:46Z XXX followers, 11.7K engagements

"Was there an analysis report that considered the value of ClickHouse and its subsidiaries I dont think so they only looked at the equity line on the balance sheet. That means theres roughly $9B of upside missing from all the price targets. $NBIS"
X Link @NeuralCadence 2025-10-09T18:11Z XXX followers, 1491 engagements

"As an NBIS shareholder this is worth a listen. ClickHouse is one of the key reasons I invest in Nebius. I believe ClickHouse will be a transformative company. $NBIS"
X Link @NeuralCadence 2025-10-09T03:32Z XXX followers, 4030 engagements

"With ClickHouse you pay based on usage. With customers like Anthropic growing rapidly and expanding their use of ClickHouse the XXX% growth rate could be sustainable and might even increase as crazy as that may sound $NBIS"
X Link @NeuralCadence 2025-10-14T11:21Z XXX followers, 7066 engagements

"@mvcinvesting It wouldn't surprise me if ClickHouse turns out to be more valuable than Nebius. That XX% stake could be worth $10B"
X Link @NeuralCadence 2025-10-09T11:02Z XXX followers, 2388 engagements

"@TheRayMyers I own many names on this list but for cybersecurity I disagree the management of $S isn't great. I prefer $RBRK and $FTNT"
X Link @NeuralCadence 2025-10-03T20:22Z XXX followers, 1444 engagements

"I'm bullish on $NBIS and believe it's a strong buy. If I go all-in on ClickHouse at a $6.35B valuation I would. ClickHouse technically matches $SNOW but is faster and cheaper. It could 10x in the coming years"
X Link @NeuralCadence 2025-10-05T09:55Z XXX followers, 8871 engagements

"@MB_Hogan The ClickHouse stake is worth significantly more than the investment round suggests"
X Link @NeuralCadence 2025-10-05T17:40Z XXX followers, XXX engagements

"@Aktiehedonist I'll provide more details later. I'm seeking people in my network who work with ClickHouse to share more information with you"
X Link @NeuralCadence 2025-10-05T12:33Z XXX followers, XXX engagements

"@MB_Hogan ClickHouse may surpass Nebius in value within a few years. Both are growing rapidly but ClickHouse has higher margins and much lower capital expenditure"
X Link @NeuralCadence 2025-10-07T14:36Z XXX followers, XXX engagements

"ClickHouse: The Pot of Gold Nebius is Sitting On A deep dive into ClickHouse the real-time analytics engine powering $META $TSLA and @OpenAI. 📈 Key Takeaways: ARR Growth: 400%+ YoY (Accelerating) Series C Valuation: $6.35B Nebius' XX% Stake could be worth $10.5B at IPO $NBIS"
X Link @NeuralCadence 2025-10-08T10:43Z XXX followers, 6448 engagements

"ClickHouse currently has an ARR of approximately $XXX million growing at XXX% year-over-year. Major customers include $TSLA $META $SPOT $NET and @OpenAI. NBIS holds a XX% stake in ClickHouse"
X Link @NeuralCadence 2025-10-05T13:09Z XXX followers, XXX engagements

"@seafullofsharks ClickHouse is growing at over XXX% year-over-year"
X Link @NeuralCadence 2025-10-14T21:32Z XXX followers, XXX engagements

"Comparable publicly traded companies to ClickHouse include $SNOW with a market cap of $XXXX billion and $MDB with a market cap of $XX billion. With a XX% stake in ClickHouse $NBIS is sitting on gold"
X Link @NeuralCadence 2025-10-05T13:13Z XXX followers, 1822 engagements

"@MB_Hogan ClickHouse already has some of the biggest names in the tech world as customers and is growing rapidly. As the IPO nears people will realize what a data juggernaut ClickHouse will become"
X Link @NeuralCadence 2025-10-05T18:33Z XXX followers, XXX engagements

"@babyfolio I will sell some shares when ClickHouse IPOs to invest directly in ClickHouse"
X Link @NeuralCadence 2025-10-06T06:53Z XXX followers, XXX engagements

"There are four stocks Im looking to buy if the market drops: $PGY it just looks way too cheap. $NBIS the more I learn about ClickHouse the more exposure I want. $AMZN to gain exposure to Anthropic and because I believe AWS growth will accelerate. $DUOL as a swing trade going into their earnings"
X Link @NeuralCadence 2025-10-15T18:44Z XXX followers, XXX engagements

"If private markets were open to everyone Id invest in: Hugging Face ($4.5B) ClickHouse ($6.35B) QuantWare ($110M) These three could define the next decade of intelligence data and computing"
X Link @NeuralCadence 2025-10-05T09:35Z XXX followers, 15K engagements

"@seafullofsharks "more than quadrupled ARR over the past year""
X Link @NeuralCadence 2025-10-15T05:07Z XXX followers, XX engagements

"@ClickHouseDB @mvcinvesting ClickHouse has more than quadrupled its ARR over the past year meaning growth is accelerating quickly. In May of this year ARR growth was around XXX% and at that time it stood at approximately $XXX million"
X Link @NeuralCadence 2025-10-07T13:53Z XXX followers, XXX engagements

"@meeijer Good job but I still miss Shopify Open AI and Anthropic as customers"
X Link @NeuralCadence 2025-10-12T17:55Z XXX followers, XXX engagements

"In May ClickHouse's ARR was $100M with XXX% YoY growth and a valuation of $6.35B. Four months later with XXX% YoY growth and an ARR of at least $125M using the Growth-Adjusted Multiple ClickHouse would be worth $10.6B making Nebius's XX% stake worth nearly $3B. $NBIS"
X Link @NeuralCadence 2025-10-07T21:00Z XXX followers, XXX engagements

"Big $NBIS news: Clickhouse has more than quadrupled their ARR over the past year meaning growth is accelerating quickly. In May of this year ARR growth was around XXX% and at that time they were at an ARR of $XXX million. Nebius has a XX% stake in ClickHouse"
X Link @NeuralCadence 2025-10-07T14:01Z XXX followers, 13.7K engagements

"@accounting_ds With the Q3 call a possible QQQ entry and the ClickHouse IPO on the horizon it could turn into a beautiful short squeeze"
X Link @NeuralCadence 2025-10-14T11:30Z XXX followers, XXX engagements

"@nothingjustfyi @daniel_koss I use 5x forward ARR for my base case (20x EBIT). However I believe the real upside for Nebius lies in its subsidiaries especially ClickHouse. Ill update my valuation and publish it on Substack after the Q3 earnings"
X Link @NeuralCadence 2025-10-14T10:51Z XXX followers, XXX engagements

"If that happens $NBIS's stake in ClickHouse would be worth $16.8B over XX% of the current market cap"
X Link @NeuralCadence 2025-10-05T09:56Z XXX followers, XXX engagements

"ClickHouse started as an internal project within Yandex designed to process and analyze massive amounts of data. Once its potential became clear ClickHouse was spun out into a separate company. During Yandexs restructuring $NBIS acquired Yandexs XX% stake in ClickHouse"
X Link @NeuralCadence 2025-10-05T12:55Z XXX followers, XXX engagements

"It blows my mind that you can get a chance to invest in one of the hottest AI companies pre-IPO by buying the top AI infrastructure company and the market still hasnt priced this in properly. $NBIS 🤯"
X Link @NeuralCadence 2025-10-09T17:25Z XXX followers, 3965 engagements