[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@MB_Hogan Avatar @MB_Hogan Mark Hogan

Mark Hogan is not mentioned in the provided tweets, however Nebius ($nbis) has been getting significant attention lately. Goldman Sachs raised its price target for $nbis to $120, citing high revenue projections, including $XXX billion by the end of 2026. Multiple analysts now have a high price target for $nbis, with an average upside of XX% from the current stock price.

Engagements: XXXXXX #

Engagements Line Chart

Mentions: XX #

Mentions Line Chart

Followers: XXXXX #

Followers Line Chart

CreatorRank: XXXXXXX #

CreatorRank Line Chart

Social Influence #

Social category influence finance XXXX% stocks XXXX% technology brands XXX% countries XXXX% exchanges XXXX% travel destinations XXXX% automotive brands XXXX%

Social topic influence $nbis #22, clickhouse 2.56%, open ai #1445, market cap #141, bubble #638, goldman sachs #241, has been 1.03%, dot #391, china 1.03%, infrastructure XXXX%

Top accounts mentioned or mentioned by @jiahanjimliu @justusfult99485 @mvcinvesting @cernunnoscap @orekhovr @drtomslens @asmallfish5 @detroitthechamp @shl2632 @avrideai @hobbyinvestor25 @mikebecker24 @triferus @neuralcadence @orangeman1992 @gclandesti37321 @endicottinvests @clickhousedb @tolokaai @tripletentech

Top assets mentioned Nebius Group N.V. Class A Ordinary Shares (NBIS) Goldman Sachs (GS) Microsoft Corp. (MSFT) Tesla, Inc. (TSLA) Cloudflare, Inc. (NET) Amazon.com, Inc. (AMZN) Pagaya Technologies Ltd. Class A Ordinary Shares (PGY) Oracle Corporation (ORCL) NVIDIA Corp. (NVDA)

Top Social Posts #

Top posts by engagements in the last XX hours

"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 2157 followers, XXX 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 2224 followers, 5237 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 2094 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 2224 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 2224 followers, 2925 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 2123 followers, 2773 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 2225 followers, 23.3K 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 2224 followers, 2244 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 2156 followers, 59.6K 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 2219 followers, 4941 engagements

"@jiahanjimliu The man is either off his rocker or he invented fusion or something 😆"
X Link @MB_Hogan 2025-10-15T04:07Z 2218 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 2105 followers, 7109 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 2221 followers, 39K 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 2225 followers, 40.7K engagements

"@MktMavPro Agree 💯 the bears and their mainstream media comrades who take the AI bubble view are some of the most myopic people. They cant see five feet in front of their noses. They just have no vision and are purely reactive and narrative driven"
X Link @MB_Hogan 2025-10-13T15:11Z 2058 followers, XX engagements

"A reminder that on the Q2 call $NBIS projected several billions in revenue in the next few years. And most importantly this DOES NOT factor in the Microsoft deal as Chief Revenue Officer Marc Boroditsky stated: "We also said this guidance does not factor in a large deal from like a frontier AI lab or a hyperscaler. Those transactions would be considered incremental to this guidance." Q3 call should be quite interesting"
X Link @MB_Hogan 2025-10-08T16:28Z 2055 followers, 4239 engagements

"@MktMavPro @SeasonalI49477 China desperately needs to avoid this trade war. Hurts them far more than us"
X Link @MB_Hogan 2025-10-12T15:01Z 2049 followers, XX engagements

"$NBIS next major partner"
X Link @MB_Hogan 2025-10-04T01:40Z 2058 followers, 6394 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 2118 followers, XXX 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 2219 followers, 25.5K engagements

"Is $NBIS positioning well with respect to POWERING a new data center in Alabama Heres Groks answer as it pertains to Nebiuss just-acquired XX acres in Birmingham Alabama: Nebiuss acquisition of XX acres in Birmingham Alabama for $XX million appears to be a strategic and expert move to mitigate AI data center power bottlenecks leveraging the sites access to reliable infrastructure in a state with current electricity surpluses and proactive capacity expansions. The purchase which includes the former Regions Lakeshore Operations Center positions the company to scale amid surging demand while"
X Link @MB_Hogan 2025-10-04T15:34Z 2078 followers, 5581 engagements

"@Yarless_ @jiahanjimliu @MVanbrunsc47513 @BagelC47 @babyfolio @ilzmcfly Yes 👍🏻 Alabama is actually a state w/ surplus power"
X Link @MB_Hogan 2025-10-15T10:09Z 2222 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 owns XX% of ClickHouse. Could ClickHouse IPO for 30-50B"
X Link @MB_Hogan 2025-10-09T13:42Z 2224 followers, 4512 engagements

"$NBIS can take advantage of a highly favorable tax code in NJ for the Vineland data center. And the BBB allows for XXX% bonus deprecation of qualifying property. Quite bullish all around Great research here Daniel @accounting_ds"
X Link @MB_Hogan 2025-10-02T23:10Z 2054 followers, 4286 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 2225 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, 12.8K engagements

"@NeuralCadence I absolutely agree with you. ClickHouse will be a 50-70B company"
X Link @MB_Hogan 2025-10-05T18:28Z 2119 followers, XXX 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 2123 followers, 3374 engagements

"A selloff like this with $NBIS is only a buying opportunity"
X Link @MB_Hogan 2025-10-07T15:50Z 2076 followers, 3496 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 2225 followers, 2574 engagements

"Not selling a share of $NBIS buying under $XXX is a gift. Long game"
X Link @MB_Hogan 2025-10-11T14:22Z 2224 followers, 6351 engagements