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@genZinvest0r Avatar @genZinvest0r Gen Z Investor

Gen Z Investor posts on X about $nbis, $crwv, let me, $iren the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours.

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Social category influence finance #6058 stocks technology brands cryptocurrencies exchanges

Social topic influence $nbis #29, $crwv #39, let me, $iren #334, $cifr #331, market cap #1231, goldman sachs, $10b #99, tariffs, ipo #971

Top accounts mentioned or mentioned by @fabrizioromano @centregoals @deadlinedaylive @accounting_ds @xndinesh @xerzey @goal @babyfolio @footballtweet @nocontextfooty @barcauniversal @barcatimes @partidazocope @accountingds @nealgardner @romanchernin @daninvestings @stokeyyg2 @barcabuzz @luissuarez9

Top assets mentioned Nebius Group N.V. Class A Ordinary Shares (NBIS) CoreWeave, Inc. (CRWV) IREN Limited (IREN) Cipher Mining Inc. Common Stock (CIFR) Goldman Sachs (GS) DoorDash, Inc. (DASH) MASONITE INTERNATIONAL CORP (DOOR) GammaSwap (GS) Microsoft Corp. (MSFT) Snowflake, Inc. (SNOW) Bitcoin (BTC) NVIDIA Corp. (NVDA)

Top Social Posts #

Top posts by engagements in the last XX hours

"Who is adding more $NBIS with me tomorrow"
X Link @genZinvest0r 2025-10-12T11:33Z 1187 followers, 44.4K engagements

"DoorDash announces their new delivery robot Dot a direct competitor to $NBIS owned Avride Who wins on looks $DOOR Dot or Avride Roomy"
X Link @genZinvest0r 2025-10-01T12:35Z 1037 followers, 4887 engagements

"@LucasFdez87 Boost Run essentially a baby $CIFR. Guided 20MW by EOY 2026 $180M in revenue. After the merger valuation will be $600M meaning only 3X forwards earning multiple. Not to mention great leadership and every single certification. There is a lot to like about the company"
X Link @genZinvest0r 2025-10-14T08:26Z 1185 followers, XXX engagements

"ClickHouse is such a GEM Yet most $NBIS investors barely know what it is or better yet actually dont know what it is Let me just quickly remind you with some quotes the magnitude of company we are talking about: ClickHouse is one of the most exciting new database technologies to emerge in the last two decades ClickHouse was open-sourced in 2016 and quickly became one of the fastest-growing and most widely celebrated databases of all time ClickHouse was named to the 2025 Forbes Cloud XXX list underscoring its position as one of the most innovative and fast-growing private cloud We are talking"
X Link @genZinvest0r 2025-10-07T15:00Z 1184 followers, 5177 engagements

"At 5X forward earnings market cap should already be 1B based on EOY guided power. That would be a lower multiple than $CRWV at 6X and $NBIS at XX but contrary to them $WLAC will be growing +400% YoY which should/ would warrant a higher multiple. So seeing $WLAC at +$2B by EOY 2026 seems very likely by my calculations"
X Link @genZinvest0r 2025-10-14T13:58Z 1186 followers, XXX engagements

"GPU depreciation is one of the 'unknowns' that I find hard to accurately predict not because information is not there but simply due to the sheer speed of which these GPU's are evolving at. I think $NBIS is wise for sticking to the mid end of the spectrum in terms of depreciation period. A lot more realistic then $CRWV at X years"
X Link @genZinvest0r 2025-10-15T08:35Z 1187 followers, XXX engagements

"Goldman Sachs full equity research document of $NBIS shows you exactly why $NBIS is an asymmetric play at current prices. The research document does not factor in: - Clickhouse - Avride - Toloka - TripleTen $GS has projected that $NBIS will reach ARR of +$10B by 2031 This is incredibly conservative let me show you why: $NBIS has guided that they will have more than 1GW of contracted capacity by YE26 as we already know their purpose built Vineland NJ datacenter with 300MW capacity has achieved a PUE XXXX which is expected to yield $11.4M ARR per MW as referenced in the $MSFT deal. Lets make a"
X Link @genZinvest0r 2025-09-18T07:24Z 1103 followers, 8737 engagements

"So what did we learn today Datacenter plays are the new hedge for tariff season $NBIS $CRWV $IREN $CIFR"
X Link @genZinvest0r 2025-10-10T16:07Z 1007 followers, 3282 engagements

"@jiahanjimliu Jim do you know anything about if and when $IREN will get SOC2 type X cert"
X Link @genZinvest0r 2025-10-15T04:40Z 1187 followers, XXX engagements

"Nothing is stopping the neo clouds $IREN $CRWV $NBIS"
X Link @genZinvest0r 2025-10-13T18:08Z 1187 followers, 2278 engagements

"The only factor preventing $NBIS from becoming a $1000 stock is executional. The question you need to ask yourself is; do you think the current leadership is equipped to steer this ship to victory or not"
X Link @genZinvest0r 2025-09-15T13:36Z 1013 followers, 10.2K engagements

"I would tend to agree. Maybe not yearly yet but I think there is definitely a conversation to be had about biyearly GPU-depreciation. Atleast for hyperscalers and frontier labs I think for companies where the latest and greatest GPUs are not essential there will still be relativly high demand for even +5 year old GPUs"
X Link @genZinvest0r 2025-10-15T08:45Z 1187 followers, XX engagements

"Executional risks dwindling for every passing day This we already knew though $NBIS"
X Link @genZinvest0r 2025-10-06T04:29Z 1183 followers, 10.1K engagements

"Who said tomorrow I litterally stated 6-18 months Again let me empasize ClickHouse is already valued as a hypergrowth company their latest valuation is 60X annual run-rate that is already a super premium valuation. I understand your optimism but if you want to throw out numbers like $30-40B IPO then you should be able to justify that valuation. And not based on growth because growth is already baked into the valuation"
X Link @genZinvest0r 2025-10-09T08:16Z 1085 followers, XX engagements

"I am contemplating adding a micro-cap to my portfolio. X% position sizing. Will this diversify or diworsify my port Currently full-port $NBIS"
X Link @genZinvest0r 2025-10-13T12:45Z 1187 followers, 1486 engagements

"One huge upcoming catalyst for $NBIS in the short-term that I never see anyone mentioning. any guesses"
X Link @genZinvest0r 2025-10-09T19:47Z 1185 followers, 4007 engagements

"$NBIS When: - NVIDIA says there is a power constraint - Microsoft says there is a power constraint - OpenAI says there is a power constraint - Meta says there is a power constraint . you better believe there is a power constraint"
X Link @genZinvest0r 2025-10-09T19:44Z 1183 followers, 23.3K engagements

"With Q3 earnings not to far away I just want to highlight this quote by Marc Boroditsky taken from $NBIS Q2 earnings call: Our base case calls for several billion dollars of revenue in the midterm which means in the next few years. () We also said that this guidance does NOT factor in a large deal from like a frontier AI lab or like a hyperscaler. Those transactions would be considered incremental to this guidance Q3 earnings will undoubtedly come with updated guidances and it will be super interesting to see where management will come in. Historically $NBIS has a tendancy to be more"
X Link @genZinvest0r 2025-10-01T07:55Z 1183 followers, 11.7K engagements

"@MktMavPro Short but sweet"
X Link @genZinvest0r 2025-10-12T12:07Z 1030 followers, XXX engagements

"Let me get this straight: $SNOW is a $75B company. ClickHouse is a $6B company. ClickHouse $SNOW So in other words ClickHouse should be worth WAY more than what it's current valuation is. And $NBIS owns a XX% stake in ClickHouse. You could almost make an argument for $NBIS stake in ClickHouse justifying $NBIS current market cap. This is CRAZY"
X Link @genZinvest0r 2025-09-29T17:02Z 1091 followers, 16.6K engagements

"@DanInvestings Dont worry I fully understand. But analysts look at numbers. ClickHouse has an ARR of 100M yes growth is explosive but nothing warrants a 300X-400X ARR multiple"
X Link @genZinvest0r 2025-10-09T07:26Z 1045 followers, XXX engagements

"I dont think people realise how much of a win-win situation this is for investors at the moment. Either this is all FUD and we get back to ATHs pretty quickly. Or The tariff stuff drags on stock market tanks great companies at big discounts and then Trump will personally tell you when you can start buying again. Litterally win-win scenario"
X Link @genZinvest0r 2025-10-11T19:59Z 1007 followers, 1697 engagements

"@accounting_ds It could if it turns out that their estimate was way off. EBIT would all of a sudden drop of a cliff. The opposite would also be true if it turns out that GPU-life ends up being longer than predicted that would definitely be a bonus for $NBIS"
X Link @genZinvest0r 2025-10-15T08:40Z 1187 followers, XXX engagements

"$NBIS I feel like every day I hear non-investors talk about the AI data center scene like: Theres no moat. Anyone with money can build datacenters buy GPUs and take marketshare. Although that sounds fine on paper in practice it couldnt be further from reality. Yes capital helps. But land GPUs and power are scarce resources. Theres a reason hyperscalers are fighting each other for substations and grid allocations and why even $MSFT and $AMZN call themselves power constrained. Having money doesnt mean you can execute. The reality is that AI infrastructure is a deeply technical industry. Its not"
X Link @genZinvest0r 2025-10-07T09:02Z 1058 followers, 16.6K engagements

"Not that you need to pay too much attention to TA with $NBIS but price action is looking super strong Price rejected the trendline perfectly creating a super bullish hammer cs. $XXX we are coming back"
X Link @genZinvest0r 2025-10-14T17:43Z 1187 followers, 5036 engagements

"I have a feeling $NBIS Q3 is going to be great"
X Link @genZinvest0r 2025-10-14T06:57Z 1187 followers, 4578 engagements

"$NBIS ✅ And now we wait for the stock to end green"
X Link @genZinvest0r 2025-10-14T13:38Z 1187 followers, 6082 engagements

"🚨BREAKING Goldman Sachs just increased its $NBIS price target from $XXX - $XXX Analysts are finally waking up"
X Link @genZinvest0r 2025-10-08T06:36Z 1013 followers, 19.1K engagements

"I dont think we have a slogan at $NBIS but if we did this would be it: Were just getting started"
X Link @genZinvest0r 2025-10-07T05:31Z 1181 followers, 7794 engagements

"@MB_Hogan It is most likely not fusion at least not this time however he is SUPER BULLISH fusion and often talks about how it will revolutionize the energy industry essentially solving the future energy bottleneck"
X Link @genZinvest0r 2025-10-15T04:28Z 1187 followers, XXX engagements

"So this whole ordeal was created so that one crypto whale could short Bitcoin and cash in $200M"
X Link @genZinvest0r 2025-10-14T17:16Z 1187 followers, 1165 engagements

"I think a lot of what you are saying is accurate. As for who will outperform who in the long run its is too early to tell however I dont think $NBIS and $CRWV will be direct competitors in the next 5-10 years. $NBIS will in due time shift their focus over to enterprises of all sizes and utilize their full-stack approach to achieve better margins. $CRWV will continue to deliver bare-metal capacity and focus on striking deals with Hyperscalers and frontier AI-labs. Both have large markets to scale upon so it will be interesting to see who comes out on top. That being said I think either company"
X Link @genZinvest0r 2025-10-13T19:23Z 1187 followers, 1254 engagements

"Pov: $NBIS investors on their way to the annual investor meetup in 2030"
X Link @genZinvest0r 2025-10-06T07:32Z 1188 followers, 47.7K engagements

"THE STORY IS JUST GETTING STARTED $NBIS $IREN $CRWV $CIFR $NVDA has said through their own communications that in order to power the GPUs which they are set to deliver in 2026 they will require X GW() of new datacenter capacity to come online. From sources that are actively working on constructing these new datacenters they believe that only 4-5GW of new datacenter capacity will come online by 2026. This means that there will be a 4-5GW DEFICIT in power supply compared to the power needed in order to run the amount of new NVIDIA GPUs set to be delivered in 2026. Are you hearing this This is"
X Link @genZinvest0r 2025-10-03T10:18Z 1186 followers, 166.3K engagements

"$NBIS vs $CRWV Choose wisely"
X Link @genZinvest0r 2025-10-13T13:18Z 1188 followers, 27.2K engagements

"Not sure if I should be happy that $NBIS is ripping in pre-market or sad that I wont be able to buy the dip😐"
X Link @genZinvest0r 2025-10-13T08:16Z 1184 followers, 13.6K engagements

"Once $NBIS publicly announces the Alabama acquisition there is only a matter of time before the next major contract will be announced"
X Link @genZinvest0r 2025-10-15T05:57Z 1188 followers, 5706 engagements

"I feel like I never hear anyone talking about this but theres a real chance that $NBIS gets added to the Nasdaq-100 during the December reconstitution this year. Heres why that actually makes sense. The Nasdaq-100 includes the XXX largest non-financial companies listed on the Nasdaq Stock Market based on market capitalization. To qualify a company must: Be listed on the Nasdaq Global Select or Global Market tiers Be non-financial company (no banks REITs insurers etc.) Have a minimum three months of trading history Meet liquidity requirements (average daily trading volume of at least 200000"
X Link @genZinvest0r 2025-10-10T09:27Z 1187 followers, 24.2K engagements

"A $30-40B valuation at IPO is way to aggressive. It is without a doubt an excellent company with explosive growth but $30-40B is more than $NBIS current market cap and almost double $CRWV IPO valuation which let me remind you was the biggest tech IPO in the US since 2021. My guess is that it will probably IPO at $10B be my guess"
X Link @genZinvest0r 2025-10-09T07:14Z 1107 followers, XXX engagements

"Ill take what I can get. Adding some more $NBIS today"
X Link @genZinvest0r 2025-10-14T10:41Z 1188 followers, 10.8K engagements