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@ehrazahmedd Ehraz Ahmed

Ehraz Ahmed posts on X about $nbis, infra, gpu, $1b the most. They currently have XXXXX followers and 1397 posts still getting attention that total XXXXX engagements in the last XX hours.

Engagements: XXXXX #

X Week XXXXXX -XX%
X Month XXXXXXX +40%
X Months XXXXXXX -XX%
X Year XXXXXXX -XXXX%

Mentions: X #

X Week X -XX%
X Month XXX +33%
X Months XXX +32%
X Year XXX -XX%

Followers: XXXXX #

X Week XXXXX +1.50%
X Month XXXXX +13%
X Months XXXXX +28%
X Year XXXXX +63%

CreatorRank: XXXXXXX #

Social Influence #

Social category influence technology brands stocks cryptocurrencies finance

Social topic influence $nbis #13, infra, gpu, $1b, $310m, clickhouse, $5b, h2, $750m, $61m

Top assets mentioned Nebius Group N.V. Class A Ordinary Shares (NBIS) Iris Energy Limited Ordinary Shares (IREN) Bitcoin (BTC) Procter & Gamble (PG) Strategy (MSTR) CoreWeave, Inc. (CRWV)

Top Social Posts #

Top posts by engagements in the last XX hours

"$NBIS Execution momentum: Q1 ARR: $249M ( XXX% YoY) April ARR: $310M (+$61M in a single month) On track for $750M$1B ARR by year-end Expected to become EBITDA positive in H2 2025 Medium-term: 2030% EBIT margins on $5B+ revenue BULLISH"
@ehrazahmedd on X 2025-07-25 10:38:20 UTC 1888 followers, 3268 engagements

"Ah yes the classic "AI will code $IREN a software stack in XX months argument. Meanwhile $NBIS has been shipping for XX years built ClickHouse-scale infra orchestrates multi-cloud GPU clusters serves sovereign nations and runs production inference and robotics at enterprise scale. But sure IREN will whip that up with ChatGPT and XX devs. This isnt a hackathon its infrastructure-grade AI orchestration which is latency-critical multi-tenant fault-tolerant with developer-facing APIs. You dont just copy-paste that because "AI coders are improving." You know who else thought software was easy to"
@ehrazahmedd on X 2025-07-07 06:14:02 UTC 1888 followers, 6666 engagements

"Nebius Q2 2025 estimates: $NBIS Context recap: X. Q1 2025 ARR: $310M. FY25 target: $600M Revenue. $875M ARR. High-end whisper: $1B ARR achievable. FY26 growth forecast: XXXXXX% YoY. Cash: Strengthened via June equity offering. EBITDA target margin: 4045%. EBIT margin: 2030%. Forward P/S (FY26): 7.8x. Q2 2025 Financial projections: Revenue: X. Q1 Revenue estimate: $125135M. X. Q2 Revenue estimate: $170M$190M. a. Driven by AI Studio usage biotech onboarding AVRide expansion. ARR (Annual Recurring Revenue): X. Q1 ARR: $310M. X. Q2 ARR estimate: $500M$560M. X. Conservative growth assumption:"
@ehrazahmedd on X 2025-07-15 10:57:01 UTC 1888 followers, 1539 engagements

"$NBIS OpenAI uses best-of-breed not bloated hyperscaler stacks. ClickHouse is rapidly becoming a de facto layer for AI observability. Their ops stack is moving toward agent-led monitoring a sign of future autonomous AI infra. Where Nebius fits in. Nebius is a sovereign cloud provider AND ClickHouses deepest partner in Europe. Their AI-native infra already runs mission-critical inference and data layer stacks. If OpenAI chose ClickHouse to observe GPT-level infra and ClickHouse chose Nebius to run scalable observability workloads. you get the idea"
@ehrazahmedd on X 2025-07-01 09:50:38 UTC 1876 followers, 1687 engagements

"Point by point rebuttal to this Unexplainable FOMO FUD $NBIS X. "$55M in revenue $12B market cap" Welcome to early-stage infra hypergrowth where pipeline GAAP revenue. They are analyzing Nebius like its Procter & Gamble when its actually early AWS x NVIDIA x PLTR building sovereign AI infra in stealth for X years and just starting to monetize. Q2 revenue expected to hit $101M up nearly 2x QoQ. FY26 revenue projected to cross $1.2B. Major anchor tenants (AVRide Talooka ClickHouse MidSpace) onboard. $XX Goldman Sachs PT and institutional inflows say they are missing the plot. X. No consistent"
@ehrazahmedd on X 2025-07-17 10:01:55 UTC 1887 followers, 3703 engagements

"$NBIS isn't really just "compute at a discount". For $5.50/hr what you're really buying with Nebius isnt just the GPU. That hourly rate includes far more than just a B200 chip spinning in a rack. You're paying for a full AI cloud stack purpose-built for generative AI workloads not legacy enterprise infra. What you get: X. SDKs and Dev integrations (Go Python Rust): Nebius offers pre-built SDKs and CLI tools tailored for AI developers not sysadmins. Its plug-and-play for devs who want to fine-tune deploy monitor and scale with minimal setup. No need to configure low-level infrastructure APIs +"
@ehrazahmedd on X 2025-07-21 10:09:56 UTC 1888 followers, 1776 engagements

"$NBIS is positioning itself as a next-gen sovereign AI platform not just a cloud. With: GPU-native infra Sovereign-first deployment models Partnerships (Ark Weka ClickHouse Sovereign Labs) Better GPU utilization via WEKA + orchestration layer Lower CapEx + smarter scheduling"
@ehrazahmedd on X 2025-06-29 03:43:47 UTC 1878 followers, XXX engagements

"$MSTR Analysts are sleepwalking: - Street EPS Estimate: $XXXX - Real EPS (BTC reval): $XXXXX - Discrepancy: +133000% This quarter wont be just a beat. It will be a statistical earthquake. Wall Street is still modeling MSTR like its 2018 ignoring the mark-to-market gains from Bitcoin accounting (per new FASB rules starting 2025). X. THE MATH: - $14.2B gross gain on BTC - $11.2B net income post-tax - EPS: $XXXXX - Market pricing in EPS of $XXXX 🤡 If the market catches this mispricing you get: X. Short-covering panic. X. Quant model rerating. X. PE multiple re-expansion. And with $MSTX I have a"
@ehrazahmedd on X 2025-07-25 10:32:49 UTC 1888 followers, 6815 engagements

"$NBIS isnt burning cash its burning past the competition. 🔥 Read. X. Hypergrowth Reckless spending: a. Its deliberate strategic blitzscaling. b. Nebius posted a $113M net loss in Q1 and a high burn rate. But lets not pretend this isnt textbook blitzscaling identical to the early years of AWS Snowflake and yes even $CRWV. c. The difference Nebius is monetizing software on top of GPU infra while competitors are stuck selling raw compute like digital landlords. X. ARR growth Cash burn ARR hit $310M in Q1 up from $90M in Q4. Thats XXX QoQ growth. The revenue engine is accelerating faster than"
@ehrazahmedd on X 2025-07-11 10:08:20 UTC 1888 followers, 2457 engagements