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@sarfatti_IR Sarfatti Investment ResearchSarfatti Investment Research posts on X about $nbis, $nvda, department of, air force the most. They currently have XX followers and X posts still getting attention that total XXX engagements in the last XX hours.
Social category influence finance XXXX% stocks XXXX% technology brands XXXX% social networks XXXX%
Social topic influence $nbis #104, $nvda 12.5%, department of 12.5%, air force 12.5%, signals 12.5%, acquisition 12.5%, details on 12.5%, $msft 12.5%, linkedin XXXX%
Top accounts mentioned or mentioned by @hbrownbear90214 @daninvestings @liebermanaustin @josegarcia_jefe @wumike886
Top assets mentioned Nebius Group N.V. Class A Ordinary Shares (NBIS) NVIDIA Corp. (NVDA) Microsoft Corp. (MSFT)
Top posts by engagements in the last XX hours
"After the $NVDA GTC Conference $NBIS is hosting a gathering with leaders from the US Department of Defense. This is particularly bullish given the recent launch of AI Cloud XXX which delivers "enterprise-grade security compliance and control for AI deployment at scale""
X Link @sarfatti_IR 2025-10-23T07:00Z XX followers, 34.5K engagements
"To further elaborate this is co-hosted by Protopia AI - a company which enables the appropriate handling of sensitive data in AI. One of their clients is the US Air Force. This signals to me something significant is brewing in the background. A defense contract perhaps"
X Link @sarfatti_IR 2025-10-23T07:02Z XX followers, 1251 engagements
"$NBIS This is the bottom. Expect elaboration on the Alabama land acquisition progress of NJ data center further details on product development and customer traction/demand expectations during Q3 earnings on Nov XX. At $XX Nebius is on an early black friday sale"
X Link @sarfatti_IR 2025-10-22T16:12Z XX followers, 3868 engagements
"@HBrownbear90214 Sure it can. Nothing materially has changed about $NBIS since the recent decline in share price. Only positive news since the $MSFT deal. I would love to hear your bear thesis - just because the price is declining now (mostly because of FUD) doesn't mean this trend will continue"
X Link @sarfatti_IR 2025-10-22T23:03Z XX followers, XXX engagements
"@DanInvestings I'm also quite surprised. Not to become too much of a conspiracy theorist but the plot thickens when you consider this is from the same LinkedIn post where they said "Well have news to share before and during NVIDIA GTC. Stay with us for more.""
X Link @sarfatti_IR 2025-10-23T07:33Z XX followers, XXX engagements
"@LiebermanAustin These calculations are all wrong. I would've at least double checked one of the implied share price values before sharing totally wrong numbers with an audience of 62k people looking to you for insights on securities. Extremely strange and unsound to use AI for valuations"
X Link @sarfatti_IR 2025-10-24T00:46Z XX followers, XXX engagements
"@LiebermanAustin For one $NBIS has a fully diluted shares outstanding of 215442298 according to Capital IQ. Using this number alongside the "Comparable Backlog Parity" methodology would yield an implied share price of $185"
X Link @sarfatti_IR 2025-10-24T00:48Z XX followers, XXX engagements