#  @warrenetpeter Warren & Peter Warren & Peter posts on X about $nbis, ai, $iren, iren the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours. ### Engagements: [-----] [#](/creator/twitter::1899726398119440384/interactions)  - [--] Week [------] -4.20% - [--] Month [-------] +257% - [--] Months [-------] +336,095% ### Mentions: [--] [#](/creator/twitter::1899726398119440384/posts_active)  - [--] Month [--] -6.30% - [--] Months [---] +10,900% ### Followers: [---] [#](/creator/twitter::1899726398119440384/followers)  - [--] Week [---] +7.70% - [--] Month [---] +49% ### CreatorRank: [-------] [#](/creator/twitter::1899726398119440384/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) [technology brands](/list/technology-brands) [finance](/list/finance) [cryptocurrencies](/list/cryptocurrencies) [automotive brands](/list/automotive-brands) [formula 1](/list/formula-1) [countries](/list/countries) [luxury brands](/list/luxury-brands) [exchanges](/list/exchanges) [currencies](/list/currencies) **Social topic influence** [$nbis](/topic/$nbis) #74, [ai](/topic/ai), [$iren](/topic/$iren), [iren](/topic/iren), [meta](/topic/meta), [microsoft](/topic/microsoft), [$meta](/topic/$meta), [this is](/topic/this-is), [$goog](/topic/$goog), [market](/topic/market) **Top accounts mentioned or mentioned by** [@fransbakker9812](/creator/undefined) [@danielr06814508](/creator/undefined) [@thekamahsutra](/creator/undefined) [@jiahanjimliu](/creator/undefined) [@fminside](/creator/undefined) [@fmacidphire2185](/creator/undefined) [@spiraloutone](/creator/undefined) [@rjccapital](/creator/undefined) [@aktiehedonist](/creator/undefined) [@agrippainv](/creator/undefined) [@babyfolio](/creator/undefined) [@mvcinvesting](/creator/undefined) [@globalcollapse](/creator/undefined) [@theraymyers](/creator/undefined) [@oakenshieldvgx](/creator/undefined) [@owonine](/creator/undefined) [@neuralcadence](/creator/undefined) [@adamyoon7](/creator/undefined) [@wsm_97](/creator/undefined) [@accountingds](/creator/undefined) **Top assets mentioned** [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Iris Energy Limited (IREN)](/topic/$iren) [Microsoft Corp. (MSFT)](/topic/microsoft) [Metadium (META)](/topic/$meta) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [NVIDIA Corp. (NVDA)](/topic/$nvda) [NuCypher (NU)](/topic/$nu) [Bitcoin (BTC)](/topic/bitcoin) [Advanced Micro Devices (AMD)](/topic/$amd) [Oracle Corporation (ORCL)](/topic/$orcl) [CoreWeave, Inc (CRWV)](/topic/$crwv) [Adobe, Inc. (ADBE)](/topic/$adbe) [RAI Finance (SOFI)](/topic/$sofi) ### Top Social Posts Top posts by engagements in the last [--] hours "🚀 Premire vido de ma chane 📈 Warren Buffett & Peter Lynch (recres en IA) analysent l'action GOOGLE 🔍 GOOG un gant invincible ou cash machine avec des failles 🔗 #Investissement #Google #Buffett #Lynch #Bourse #Alphabet $GOOG https://youtu.be/nGVkeqRYYvssi=PhshnVLu-FzhsLUL https://youtu.be/nGVkeqRYYvssi=PhshnVLu-FzhsLUL" [X Link](https://x.com/warrenetpeter/status/1920779781525712946) 2025-05-09T09:56Z [--] followers, [---] engagements "My investment Thesis on Nebuis $NBIS" [X Link](https://x.com/anyuser/status/1976566225942741197) 2025-10-10T08:31Z [---] followers, [---] engagements "@accounting_ds Perfectly said. $NBIS doesnt need to stretch depreciation or hide behind adjusted metrics. Strong balance sheet real cash flow realistic cycles thats sustainable. $CRWV plays accounting $NBIS plays execution. Big difference" [X Link](https://x.com/LynchAIPorfolio/status/1977630228030894164) 2025-10-13T06:59Z [--] followers, [---] engagements "🚀 Two AI infrastructure rockets two opposite destinies. $NBIS just signed a $17.4B deal with Microsoft. $IREN turned Bitcoin mines into GPU farms. Both are up triple digits in [----] but only one is building a lasting fortress. Nebius vs Iris Energy : My deep dive 👇" [X Link](https://x.com/anyuser/status/1977860508783927463) 2025-10-13T22:14Z [---] followers, [----] engagements "Added to $NBIS today. Its now 19% of my portfolio with the next four names around 9% each. Clear signal of where my conviction lies in the AI infrastructure story" [X Link](https://x.com/LynchAIPorfolio/status/1978137398874636371) 2025-10-14T16:34Z [--] followers, [--] engagements "@RJCcapital $NBIS dropped 6% today as the market cheered $AMD and $IREN after Oracles MI300 deal. But Nebius was never a NVIDIA bet its a compute efficiency play. Its architecture is vendor-agnostic and can integrate $AMD or others anytime. Noise day. Core thesis intact" [X Link](https://x.com/anyuser/status/1978192146176901329) 2025-10-14T20:12Z [---] followers, [---] engagements "$NBIS dropped 6% today as the market cheered $AMD and $IREN after Oracles MI300 deal. But Nebius was never a $NVDA bet its a compute efficiency play. Its architecture is vendor-agnostic and can integrate $AMD or others anytime. Noise day. Core thesis intact" [X Link](https://x.com/anyuser/status/1978192296802680965) 2025-10-14T20:12Z [---] followers, [---] engagements "@beavinvests Owning MWs of power doesnt equal owning the AI future. $IREN sells raw compute a commodity. $NBIS monetizes performance through software orchestration and long-term contracts. One rents electricity the other compounds margins. Different leagues" [X Link](https://x.com/LynchAIPorfolio/status/1978212458134139236) 2025-10-14T21:32Z [--] followers, [---] engagements "@RJCcapital @mvcinvesting @NighthawkTradez @the_stockbull Every 10x jump in compute demand creates new moats for those who scale efficiently. $IREN builds power $NBIS builds performance. In a 1000000x world efficiency compounds faster than energy. Were early" [X Link](https://x.com/anyuser/status/1978212880462811572) 2025-10-14T21:34Z [---] followers, [---] engagements "@Mindset4Money_X $ADBE $AMZN will likely go through a few more flat years until its valuation ratios catch up with those of $GOOG and $META" [X Link](https://x.com/anyuser/status/1978930948755337591) 2025-10-16T21:07Z [---] followers, [---] engagements "@Iammadnan I sold my entire position in $IREN (a small one 5% of my portfolio) right at the open just before the drop. Locked in a +45% profit. I moved it all into $NBIS my main position (21%). I understand the company its moat and its positioning much better" [X Link](https://x.com/anyuser/status/1978933139767435645) 2025-10-16T21:16Z [---] followers, [---] engagements "@FransBakker9812 @DanielR06814508 @TheKamaHsutra @jiahanjimliu Totally agree both can win. $IREN scales bare metal $NBIS scales integration. But worth noting: NBISs 300MW+ Vineland buildout is already contracted via Microsoft. Different lanes yes but NBISs PaaS model compounds faster once capacity ramps" [X Link](https://x.com/anyuser/status/1979098925614158111) 2025-10-17T08:15Z [---] followers, [---] engagements "@DanielR06814508 @jiahanjimliu @TheKamaHsutra @FransBakker9812 We can debate the substance but mockery has never turned a half-true argument into a true one. Yes scheduling problems are known. Solving them at scale profitably across multi-GPU multi-client setups without performance loss is a different story" [X Link](https://x.com/anyuser/status/1979322359900442964) 2025-10-17T23:03Z [---] followers, [--] engagements "@DanielR06814508 @jiahanjimliu @TheKamaHsutra @FransBakker9812 In the end $IREN and $NBIS play in the same league just with different strengths. $IREN masters cost $NBIS masters value. Both can win I just prefer the one that doesnt depend on the price of a kilowatt" [X Link](https://x.com/LynchAIPorfolio/status/1979325219593687418) 2025-10-17T23:14Z [--] followers, [---] engagements "@meeijer True $NBIS isnt short on funding options but theres a difference between potential and liquidity. The $4.3B raise and Microsoft deal fund near-term growth. The ClickHouse stake adds flexibility not instant cash. $NBIS has runway and control" [X Link](https://x.com/LynchAIPorfolio/status/1977442798321512531) 2025-10-12T18:34Z [--] followers, [---] engagements "@TheRayMyers $NU at $15 is better than $SOFI at $28" [X Link](https://x.com/anyuser/status/1978922803836453238) 2025-10-16T20:35Z [---] followers, [---] engagements "@DanielR06814508 @TheKamaHsutra @jiahanjimliu @FransBakker9812 Valid point power is the main constraint. But when MWs are scarce efficiency is the edge. Software that squeezes more training and inference per watt is pure margin. Thats exactly where $NBIS differentiates: density orchestration utilization not raw MW" [X Link](https://x.com/anyuser/status/1979282099036385633) 2025-10-17T20:23Z [---] followers, [---] engagements "@DanielR06814508 @TheKamaHsutra @jiahanjimliu @FransBakker9812 And its not solved. Every hyperscaler still fights for better GPU scheduling latency and model routing. AWS GCP and Oracle have the talent yet none ship full-stack AI infra like $NBIS. Integration is the moat. Efficiency compounds faster than electricity" [X Link](https://x.com/anyuser/status/1979282216308900326) 2025-10-17T20:23Z [---] followers, [---] engagements "@TheKamaHsutra @DanielR06814508 @jiahanjimliu @FransBakker9812 Solid breakdown. I agree with most of your assumptions on power PUE and build costs. $IREN's cost base is hard to beat. Where I diverge a bit is on sustainability: $3/hr and 100% utilization look rich once GPU supply expands and pricing pressure kicks in" [X Link](https://x.com/anyuser/status/1979320766156910988) 2025-10-17T22:56Z [---] followers, [---] engagements "@TheKamaHsutra @DanielR06814508 @jiahanjimliu @FransBakker9812 If that happens margins shrink fast for pure infra plays while $NBIS still has the software + contract layer to protect revenue quality. $IREN wins on cost $NBIS wins on durability. Both can grow but only one compounds through cycles" [X Link](https://x.com/LynchAIPorfolio/status/1979320864475877555) 2025-10-17T22:57Z [--] followers, [---] engagements "@DanielR06814508 @jiahanjimliu @TheKamaHsutra @FransBakker9812 Thats what separates $NBIS from $IREN: one sells raw power the other sells delivered performance. Optimizing GPU use latency and uptime across hundreds of clients means fewer MW sold but more value captured. Thats where software becomes a moat" [X Link](https://x.com/LynchAIPorfolio/status/1979322452195905613) 2025-10-17T23:03Z [--] followers, [---] engagements "@DanielR06814508 @jiahanjimliu @TheKamaHsutra @FransBakker9812 There are open-source librairies for scheduling no doubt. But theres a huge gap between a library and a fully integrated system managing hundreds of clients heterogeneous GPUs and real-time SLAs. Thats where $NBIS stands apart" [X Link](https://x.com/LynchAIPorfolio/status/1979325144834408574) 2025-10-17T23:14Z [--] followers, [---] engagements "@GlobalCollapse @DanielR06814508 @TheKamaHsutra @jiahanjimliu @FransBakker9812 Youre right that part of $NBIS revenue flows downstream through its colocation partners and that naturally compresses early margins compared to a vertically owned model like $IREN. But thats only half the picture" [X Link](https://x.com/LynchAIPorfolio/status/1979610786063409656) 2025-10-18T18:09Z [--] followers, [---] engagements "@GlobalCollapse @DanielR06814508 @TheKamaHsutra @jiahanjimliu @FransBakker9812 NBIS isnt a middleman its building the orchestration SLAs and managed AI platform layer on top of that infra. Those contracts are high-margin sticky and scale much faster than bare-metal capacity" [X Link](https://x.com/LynchAIPorfolio/status/1979610873170661742) 2025-10-18T18:09Z [--] followers, [--] engagements "@GlobalCollapse @DanielR06814508 @TheKamaHsutra @jiahanjimliu @FransBakker9812 So yes $IREN wins on cost per MW but $NBIS compounds on value per client. Both can succeed just with different engines" [X Link](https://x.com/anyuser/status/1979610968050274780) 2025-10-18T18:10Z [---] followers, [---] engagements "@tweetRRANDO @DividendTalks $AMZNs P/E ratio is undergoing a normalization phase with its trajectory moving closer to the valuation ratios of $GOOG and $META suggesting a few more years of potential underperformance for $AMZN" [X Link](https://x.com/anyuser/status/1979804051761147968) 2025-10-19T06:57Z [---] followers, [---] engagements "@DeepValueBagger On his last [--] videos [--] thumbnails mention a 100x. The next Tesla The next AWS AI Millionaires Big Bet This is big. He's a pumper selling dreams to promote your paid program" [X Link](https://x.com/anyuser/status/1979911074666209734) 2025-10-19T14:02Z [---] followers, [---] engagements "@Aktiehedonist Thats a very high-level analysis probably one of the most lucid and balanced takes on $NBIS Ive read so far. A few reflections:" [X Link](https://x.com/anyuser/status/1979959235518529813) 2025-10-19T17:14Z [---] followers, [----] engagements "Thats a very high-level analysis probably one of the most lucid and balanced takes on $NBIS Ive read so far Nebius Group ( $NBIS ) My Base Case for End of [----] Spent alot of time on $NBIS this week and here is my updated price target at the end of [----]. When I first studied $NBIS it was easy to mistake it for another cloud aspirant fighting the hyperscalers. That framing no longer https://t.co/5IsJi3X4tk Nebius Group ( $NBIS ) My Base Case for End of [----] Spent alot of time on $NBIS this week and here is my updated price target at the end of [----]. When I first studied $NBIS it was easy to" [X Link](https://x.com/anyuser/status/1979959520286679326) 2025-10-19T17:15Z [---] followers, [---] engagements "@Aktiehedonist I completely agree. I also see potential asset sales like ClickHouse or Avride as smart non-dilutive ways to fund growth. And for me the real moat isnt cheap power its how $NBIS converts every megawatt into efficient high-margin compute. Thats where it compounds" [X Link](https://x.com/anyuser/status/1979969151427805226) 2025-10-19T17:53Z [---] followers, [---] engagements "@dividendology $QCOM $STZ $ZM etc" [X Link](https://x.com/LynchAIPorfolio/status/1979975925119746324) 2025-10-19T18:20Z [--] followers, [---] engagements "@TopTechStocksUS Good point on staying calm but lets stay factual too. Retail holds 50% of $NBIS which explains volatility. Still theres no clear sign of hedge funds forcing sales. The -2% institutional drop looks more like normal rebalancing than a coordinated pressure move" [X Link](https://x.com/anyuser/status/1980649086345941035) 2025-10-21T14:55Z [---] followers, [---] engagements "In [--] years of investing Ive never been this calm during a steady slide. $NBIS keeps drifting lower yet each dip makes me more convinced Im standing right before a major upside. Maybe Ill be wrong but thats genuinely how it feels right now" [X Link](https://x.com/LynchAIPorfolio/status/1980692381503779038) 2025-10-21T17:47Z [--] followers, [--] engagements "In [--] years of investing Ive never been this calm during a steady slide. $NBIS keeps drifting lower yet each dip makes me more convinced Im standing right before a major upside. Maybe Ill be wrong but thats genuinely how it feels right now" [X Link](https://x.com/anyuser/status/1980695706647294153) 2025-10-21T18:00Z [---] followers, [---] engagements "@fminside @FMAcidphire2185 Also if something gets posted a [---] times maybe its something they could have realized if they had just taken the time to test the game internally at least once before releasing a beta they had two years to prepare" [X Link](https://x.com/anyuser/status/1982794257355194789) 2025-10-27T12:59Z [---] followers, [---] engagements "@FMAcidphire2185 @fminside This amount of bugs and UI/UX mistakes after [--] years isn't acceptable It's a massive fail. Theyre hiding their intentions they wanted to turn a PC game into a console game they did it at the massive expense of the keyboard/mouse experience their core players for the past 20y" [X Link](https://x.com/anyuser/status/1982808595281441185) 2025-10-27T13:56Z [---] followers, [---] engagements "@FMAcidphire2185 @fminside Im not talking about things Im lost with because theyve changed UI. Im talking about things that now take two three four times more clicks than before to access information or perform an action. Thats a disaster" [X Link](https://x.com/LynchAIPorfolio/status/1982816673561244087) 2025-10-27T14:28Z [---] followers, [--] engagements "@FMAcidphire2185 @fminside When youve had two years to make a comeback especially after teasing a revolution and you deliver a poor UX how can that not be called a disaster" [X Link](https://x.com/LynchAIPorfolio/status/1982821460679753777) 2025-10-27T14:47Z [---] followers, [--] engagements "@FMAcidphire2185 @fminside This sentence could just as easily describe your speech. What a waste of time. Youre right. The UI is great youre great. Congratulations" [X Link](https://x.com/LynchAIPorfolio/status/1982884424183361740) 2025-10-27T18:57Z [---] followers, [--] engagements "🚨 $NBIS just confirmed integration of $NVDA s Nemotron Nano [--] VL into Nebius AI Studio. Not just a tech update its a structural shift ✅ Official NVIDIA partner ✅ Full-stack AI platform (infra + software) ✅ SaaS-like ARR coming ✅ 7080% margins ahead Rerating starts now" [X Link](https://x.com/anyuser/status/1983256563277000840) 2025-10-28T19:36Z [---] followers, 27.9K engagements "@YungAds_ @Scioizmir35 I wish you good luck if youre trying to get that from ChatGPT. I do a lot of things with ChatGPT but it has its limits" [X Link](https://x.com/LynchAIPorfolio/status/1983272854537097669) 2025-10-28T20:41Z [---] followers, [--] engagements "If true this is massive🚨 NVIDIAs attempt to standardize AI cloud UX with DGX Lepton couldve killed margins across the neocloud space but its now collapsing under its own weight. This clears the runway for $NBIS and other full-stack AI clouds to dominate. BREAKING: A couple months ago NeoClouds were scared that NVIDIAs DGX Lepton was going to commoditize their margins. This is no longer the case as NVIDIA is already on a path to ruin DGX Lepton. We will break it down below 👇 The premise of why DGX Lepton was could potentially https://t.co/sMid5bnqfR BREAKING: A couple months ago NeoClouds" [X Link](https://x.com/anyuser/status/1984218238138695795) 2025-10-31T11:17Z [---] followers, [---] engagements "@OakenshieldVGX $IREN may look cheaper per GW but $NBIS generates $910B ARR/GW at 75-80% margins vs $8B/GW at 45-55% for $IREN So every GW at $NBIS is [--] more profitable and scales through software not concrete Cheap watts valuable watts" [X Link](https://x.com/anyuser/status/1984738224497946873) 2025-11-01T21:44Z [---] followers, [---] engagements "@_Sgr_A_Star @OakenshieldVGX Not really mate. IRENs own Q3 FY25 shows $148M total revenue and $3.6M from AI Cloud with 56% adj. EBITDA margin. Thats $350400M ARR per GW not $10B. 90% margin only applied briefly to BTC mining hardware. Facts vibes" [X Link](https://x.com/LynchAIPorfolio/status/1984909009841721600) 2025-11-02T09:02Z [---] followers, [--] engagements "$NBIS vs $IREN : Same client opposite stories IREN is building the walls NBIS is building the platform One sells megawatts the other sells performance Thats why NBIS earns software margins while IREN earns utility margins Full breakdown: NBISMSFT deal vs IRENMSFT deal" [X Link](https://x.com/anyuser/status/1985633334781964420) 2025-11-04T09:00Z [---] followers, 77.9K engagements "@Agrippa_Inv 1/ Even with 0% convertibles IRENs model remains capex-heavy every MW still demands billions upfront. Changing the funding mix doesnt fix that 2/ NBIS isnt selling bare metal the MSFT deal explicitly includes its orchestration layer. Its a true AI cloud" [X Link](https://x.com/anyuser/status/1985842300040478732) 2025-11-04T22:51Z [---] followers, [----] engagements "@owoNine @Agrippa_Inv The $2B prepayment lowers short-term financing costs but doesnt change IRENs capex-heavy model. And no NBISs deal isnt colocation MSFT is paying for a full AI cloud service including orchestration and software not just hosting GPUs" [X Link](https://x.com/LynchAIPorfolio/status/1985842963704873111) 2025-11-04T22:53Z [---] followers, [---] engagements "What to expect and what NOT to expect for Nebius Q3 earnings on Tuesday 🔎 $NBIS" [X Link](https://x.com/anyuser/status/1987621117889036313) 2025-11-09T20:39Z [---] followers, 29.2K engagements "@WSM_97 Thats exactly the point Q3 isnt where the acceleration shows up. The real step-change comes as new capacity ramps in Q4 and into [----] If expectations get too high for this call it just sets people up for unnecessary stress The thesis hasnt changed no need to rush the story" [X Link](https://x.com/anyuser/status/1987642478951117312) 2025-11-09T22:04Z [---] followers, [---] engagements "@Spiralout_one Agree on no new hyperscaler this call. On FY2026 ARR could go either way. Last years early guidance came with clearer pipeline. This time capacity ramps in Q4/early [----] so they may wait. If theres no FY2026 guide yet its not bearish just timing" [X Link](https://x.com/anyuser/status/1987643460887708140) 2025-11-09T22:08Z [---] followers, [---] engagements "@Spiralout_one Maybe Im not too attached to the exact revenue print this quarter. Q3 is basically the setup Q4 and Q1 are where the real capacity ramps start showing in the numbers. So Ill be watching timelines + guidance more than the headline revenue number here" [X Link](https://x.com/anyuser/status/1987662557822275816) 2025-11-09T23:24Z [---] followers, [---] engagements "@kuchmd Vineland revenue starts small in Q4 and ramps through [----]. The Microsoft deal is a capacity ramp curve not a switch. The impact shows when utilization is high not when the site flips on" [X Link](https://x.com/LynchAIPorfolio/status/1987921409511743702) 2025-11-10T16:32Z [---] followers, [---] engagements "@DollarCostAvg Capacity isnt a moat. Capital solves capacity. What matters is $/MW yield. $IREN can earn $5080M ARR per GW. $NBIS guides toward $700900M ARR per GW-equivalent once fully loaded. The winners wont be the biggest warehouses but the highest-yield platforms" [X Link](https://x.com/anyuser/status/1988340090016591998) 2025-11-11T20:16Z [---] followers, [----] engagements "@CryptoSlagiguy @RJCcapital We are talking about investing not drawing red rectangles on a graph" [X Link](https://x.com/LynchAIPorfolio/status/1988343239284502801) 2025-11-11T20:29Z [---] followers, [--] engagements "@StockSavvyShay @mweinbach Great visual but this framing is misleading. The $650B isnt what users must pay its the aggregate productivity value AI needs to create for a 10% ROI. The returns wont come from $180 Netflix subs but from efficiency gains across every industry" [X Link](https://x.com/anyuser/status/1988601548013019261) 2025-11-12T13:35Z [---] followers, [----] engagements "@yianisz Absolutely nailed it. This is the cleanest explanation of why $NBIS isnt just another AI infra play. They solved the constraint everyone else is stuck in. Not a hype story a structural edge. Best summary Ive seen since the earnings call" [X Link](https://x.com/anyuser/status/1988605789637169640) 2025-11-12T13:52Z [---] followers, [---] engagements "How do you handle your emotional position in $NBIS Heres the formula to apply: Number of shares you own x your 3-year target price = real value of your investment if you're ready to ignore the short term. So what's your price Tell me" [X Link](https://x.com/anyuser/status/1989320887707767079) 2025-11-14T13:13Z [---] followers, [---] engagements "@Cladounnet @xSangOr En direct oui mais tu remarqueras en replay durant les reportages pendant le week-end Canal floute le sponsor de McLaren" [X Link](https://x.com/anyuser/status/1989612982368637081) 2025-11-15T08:34Z [---] followers, [--] engagements "@NeuralCadence Great work But a few questions. Some US ramp assumptions seem quite high no And [---] MW for New Jersey in Q4 [----] looks above what management hinted. Same for 76B ARR which is the top of their [----] range. Isnt this more base bull than base case" [X Link](https://x.com/LynchAIPorfolio/status/1990090298567901210) 2025-11-16T16:11Z [---] followers, [---] engagements "@BetaEleven @NeuralCadence Numbers look clean but the curve is fully smoothed. Mgmt never guided for a steady monthly ramp they talked about big steps when sites and GPUs go live. 8B by Dec [--] might happen but with that shape it looks like a base-bull scenario not guidance" [X Link](https://x.com/anyuser/status/1990092770237648927) 2025-11-16T16:21Z [---] followers, [--] engagements "Thats not accurate. MSFTs Nebius contract isnt bare-metal its a full AI cloud service with orchestration and software as stated in filings and by management. And Nebius doesnt colocate to Data One they build and operate their own sites with JV partners for land and power. Both $NBIS and $IREN are capex heavy yes but the service models arent the same at all. NBIS runs a multi-tenant AI platform IREN sells industrial bare-metal capacity" [X Link](https://x.com/LynchAIPorfolio/status/1990199605414215876) 2025-11-16T23:25Z [---] followers, [--] engagements "Youre mixing two layers. [--]. Azure doesnt run on top of Nebius. Microsoft is not deploying Azure software inside Nebius DCs. They are renting AI compute capacity delivered as a service with Nebiuss own orchestration stack (Aether training systems scheduler monitoring compliance). Thats exactly what NBIS management has explained repeatedly: MSFT consumes Nebiuss platform not the other way around. [--]. Collocation is also not the right term here. Nebius is not a tenant in Data Ones DCs. These are Nebius-operated facilities with JV-style arrangements for land construction and power. Thats why NBIS" [X Link](https://x.com/LynchAIPorfolio/status/1990206727707390357) 2025-11-16T23:53Z [---] followers, [--] engagements "@FransBakker9812 @midlevelcruiser @theBTCMiningGuy @MikePowerX @chrisguz @NotFinancial Land and power matter agreed. But NBIS doesnt resemble $CRWV or $ORCL because the economics come from multi tenant utilization and software driven revenue per MW. $IREN and $NBIS scale two different layers so the comparison breaks down" [X Link](https://x.com/anyuser/status/1990329282577740160) 2025-11-17T08:00Z [---] followers, [---] engagements "@MarkosAAIG @babyfolio Thats nothing else even if there is absolutely no scientific evidence of efficiency" [X Link](https://x.com/anyuser/status/1990383618808812001) 2025-11-17T11:36Z [---] followers, [--] engagements "I think this interpretation misses the nature of Nebius business model. Yes opex is growing faster in absolute dollars than revenue but thats normal for a hyperscaler in a capacity-constrained build-out phase. AWS GCP and Azure all had multi-year stretches where GAAP EPS looked terrible while they were laying down the infrastructure that later produced massive operating leverage. A few key points: - Nebius is sold out not demand-limited. Opex is what unlocks future revenue not a sign of weakness. - The core infra business already shows healthy unit economics with 19% adjusted EBITDA margin at" [X Link](https://x.com/Axel_Lynch_Inv/status/1991216810205806977) 2025-11-19T18:47Z [---] followers, [---] engagements "$NVDA Earnings Impact on $NBIS" [X Link](https://x.com/Axel_Lynch_Inv/status/1991481827899634105) 2025-11-20T12:20Z [---] followers, [---] engagements "@JG_Nuke Yes but being smart doesn't necessarily mean being right" [X Link](https://x.com/Axel_Lynch_Inv/status/1991791086726230166) 2025-11-21T08:49Z [---] followers, [--] engagements "Michael Burry is smart and he sees hyperscalers extending CAPEX depreciation timelines and calls it accounting fraud. Jensen Huang is probably just as brilliant and he says GPUs from five years ago are still running at full capacity. One reads financial statements and his domain is finance the other runs the biggest AI business in the field every day" [X Link](https://x.com/Axel_Lynch_Inv/status/1991792424100753886) 2025-11-21T08:54Z [---] followers, [--] engagements "If theres an AI CAPEX bubble forming it isnt on $NBIS. Hyperscalers will spend the money anyway whether theyre right or wrong about long-term demand. And the companies that capture that spending arent the hyperscalers theyre the suppliers that can deliver capacity faster than them. $NBIS is on the receiving end of the wave not the risky side of it" [X Link](https://x.com/Axel_Lynch_Inv/status/1991880026464432215) 2025-11-21T14:43Z [---] followers, 46.4K engagements "Totally. If the market decides AI capex from $META $GOOG $MSFT etc. is bad it can drag down the whole supply chain no matter how strong the underlying businesses are. In the short term nobody is spared. Where I disagree a bit is on the long-term side. Hyperscalers can slow the narrative but they cant slow the math. Compute demand doesnt shrink just because sentiment does. And $NBIS isnt trading on hope its trading on contracts already signed. Thats why Im not really worried about the long-term outlook fading" [X Link](https://x.com/Axel_Lynch_Inv/status/1992183078656094534) 2025-11-22T10:47Z [---] followers, [---] engagements "Margins arent disclosed deal-by-deal but we do have a signal: $NBIS already hit 19% EBITDA margin on its core AI infra business while the big hyperscaler contracts are just starting to ramp. These $MSFT & $META deals are long-term high-utilization agreements so the economics look much closer to solid infra-style margins than to thin spot GPU rentals. As they bring more capacity online those long-term contracts should help margins not push them down" [X Link](https://x.com/Axel_Lynch_Inv/status/1992185265025134831) 2025-11-22T10:55Z [---] followers, [---] engagements "Valid point on the balance sheet intensity. But distinguish the risks: Hyperscalers take the "Product Market Fit" risk (will AI generate revenue) Suppliers take the Execution risk. If the AI bubble bursts the Hyperscaler is left with empty software. The supplier is left with hard assets and a contract. I prefer the latter" [X Link](https://x.com/Axel_Lynch_Inv/status/1992420645032935754) 2025-11-23T02:31Z [---] followers, [---] engagements "Great framework spot on regarding the value chain hierarchy. One critical correction: $NBIS was never a Bitcoin miner. They are a Big Tech spin-off (ex-Yandex). That 'Tech DNA' (not Miner DNA) is exactly why they have the software stack to sit in Category [--] on Day [--] while others struggle to climb the ladder" [X Link](https://x.com/Axel_Lynch_Inv/status/1992952138096422929) 2025-11-24T13:43Z [---] followers, [---] engagements "@Aktiehedonist It was specifically this line under "Why This Matters: Every company here started as a Bitcoin miner." Since $NBIS is part of the [--] companies you mapped it got swept into that bucket. But its a minor detail the Category [--] framework is excellent. Great job" [X Link](https://x.com/Axel_Lynch_Inv/status/1992954512219554245) 2025-11-24T13:52Z [---] followers, [---] engagements "The Prosus case study is the smoking gun against the 'Winner Takes All' thesis. It proves that Enterprises are fragmenting their stack for performance: they keep Databricks for Data but pick Nebius for heavy Inference because the latency/cost ratio is superior. Its not a zero-sum game its a best-of-breed economy" [X Link](https://x.com/Axel_Lynch_Inv/status/1992958767726510365) 2025-11-24T14:09Z [---] followers, [---] engagements "Strong evidence now points to $NBIS as the likely end-user behind the land upsize in Frankfort Indiana from [---] to [----] acres. This isnt incremental capacity its a gigawatt-scale backbone securing the 2027+ growth runway. Full memo:" [X Link](https://x.com/Axel_Lynch_Inv/status/1993010188748833176) 2025-11-24T17:33Z [---] followers, 16.7K engagements "@genZinvest0r Interesting theory. The 22M closing block is almost certainly MSCI World flows. This is exactly the type of liquidity window where a small portion of an ATM could be slipped in but a full single-block execution would be unusual. Watch selling pressure in the next few sessions" [X Link](https://x.com/Axel_Lynch_Inv/status/1993228093029282023) 2025-11-25T07:59Z [---] followers, [----] engagements "Dont call $NBIS a neocloud call them a new hyperscaler. (Great job @daniel_koss & @itsalasdairmann 👏🏻) Interview with $NBIS @nebiusai CRO @marcboroditsky & @itsalasdairmann If you enjoy the podcast please share it with someone whod appreciate it. Thank you ❤ Timestamps: 00:00 Introduction to Mark Boroditsky and Nebius 00:41 Landing Major Deals with Microsoft and Meta 02:56 https://t.co/qmvDSmQY2T Interview with $NBIS @nebiusai CRO @marcboroditsky & @itsalasdairmann If you enjoy the podcast please share it with someone whod appreciate it. Thank you ❤ Timestamps: 00:00 Introduction to Mark" [X Link](https://x.com/Axel_Lynch_Inv/status/1993230013198729585) 2025-11-25T08:07Z [---] followers, [----] engagements "Portfolio update $NBIS" [X Link](https://x.com/Axel_Lynch_Inv/status/1994388561924424118) 2025-11-28T12:51Z [---] followers, 44.3K engagements "I spent a long time trying to do what is usually recommended between [--] and [--] positions but every time I ended up selling my lowerconviction holdings to go back to a comfort zone of [--] to [--] positions. Until September my portfolio was made of $GOOG $NU $ASML $NBIS $KRYS $CRMD $MDGL $VRT $SMCI but for the first time I have absolute confidence that the best move is to be fully invested in my strongest conviction because that conviction is so high" [X Link](https://x.com/Axel_Lynch_Inv/status/1994390400514060327) 2025-11-28T12:58Z [---] followers, [----] engagements "@CaesarCapitalz Joking aside Nebius stakes in Avride ClickHouse Toloka and TripleTen make $NBIS a far more diversified bet than it looks on the surface I love it" [X Link](https://x.com/Axel_Lynch_Inv/status/1994735954158866877) 2025-11-29T11:51Z [---] followers, [---] engagements "@redbullracing Shame on you. Get rid of your toxic corporate culture" [X Link](https://x.com/Axel_Lynch_Inv/status/1995463344082338083) 2025-12-01T12:01Z [---] followers, [---] engagements "5. VALUATION PRICING FEAR IGNORING STRUCTURE At current levels Nebius trades at 23x forward ARR a valuation implying commoditization and execution failure. Under orderly execution (declining capex per unit of revenue visible MW activation controlled dilution) a 56x normalized ARR multiple becomes defensible. This re-rating is earned operationally not narratively" [X Link](https://x.com/Axel_Lynch_Inv/status/1999878666226933963) 2025-12-13T16:26Z [---] followers, [--] engagements "6. RISKS EXPLICIT AND MONITORED Key Risks: - Power delivery delays permitting or supply chain bottlenecks. - Higher-than-expected dilution or adverse financing terms. - Contract economics opacity: hyperscaler deal margins and pass-through ramp timing. - Lag between capital deployment and cash-flow realization. These risks explain the current discount they do not invalidate the thesis" [X Link](https://x.com/Axel_Lynch_Inv/status/1999879033790595382) 2025-12-13T16:28Z [---] followers, [--] engagements "$NBIS End of [----] Price Target : Markets are driven by sentiment as much as fundamentals and sentiment is cyclical. If Nebius executes on its roadmap ($79B ARR) it becomes increasingly difficult to justify $NBIS trading below $160. At $160 the stock would still trade at roughly 5x P/S. For a hyperscaler-scale business operating at full utilization growing triple digits with multi-year contracted revenue visibility a sub-5x P/S multiple implies persistent execution risk rather than neutral fundamentals" [X Link](https://x.com/Axel_Lynch_Inv/status/2000186536822817055) 2025-12-14T12:50Z [---] followers, 13.9K engagements "FEAR IN AI The Oracle selloff wasnt about AI demand but capex execution risk. $ORCL Nebius is different : demand largely visible growth constrained by activation not customers. $NBIS At 23x forward ARR the market prices fear not structure" [X Link](https://x.com/Axel_Lynch_Inv/status/2000558142350860349) 2025-12-15T13:26Z [---] followers, 12K engagements "@WealthyReadings At $100 you were paying single-digit multiples on [----] numbers for triple-digit growth Hindsight is the cheapest commodity on this app" [X Link](https://x.com/Axel_Lynch_Inv/status/2001225589466783948) 2025-12-17T09:38Z [---] followers, [---] engagements "Youre framing this as a binary choice between demand exists so you must overspend and demand doesnt exist so valuations collapse. That logic works in capital-light software. It breaks in capital-intensive infrastructure. Nebius is not delaying growth because it doubts demand. It is sequencing deployment because in AI infrastructure mis-timed capex destroys equity value. Oracles recent correction is not a demand signal. Its an execution and cash-flow timing signal. The risk Nebius is optimizing against is not missing demand but surviving the build-out phase without balance sheet damage" [X Link](https://x.com/Axel_Lynch_Inv/status/2001684911267217612) 2025-12-18T16:04Z [---] followers, [--] engagements "@LiebermanAustin Kids $GOOG $META $NFLX $AI.PA $AMZN Me $NBIS $NU $KRYS $MRVL $CRMD Grandma $AI.PA $MA $GOOG $AMZN $SPGI ( $AI.PA Air Liquide rival of $LIN Linde)" [X Link](https://x.com/Axel_Lynch_Inv/status/2004665730340716646) 2025-12-26T21:28Z [---] followers, [---] engagements "My position in $NBIS is now complete. At 90% of the portfolio barring a major drop which I would view as an opportunity it is fully sized. I don't plan on selling a single share for years. To be honest I have never been this excited about a stock. On paper [----] looks absolutely explosive for Nebius and I simply can't wait to watch the thesis unfold. The setup is generational. 🍿🚀 Moving forward 100% of my fresh capital will now be used to build [--] new high-conviction pillars: $NU $KRYS $MRVL $MDGL $CRMD Deep dives on these new positions coming soon." [X Link](https://x.com/Axel_Lynch_Inv/status/2004925034448441432) 2025-12-27T14:39Z [---] followers, 40.5K engagements "@Spiralout_one Totally agree. The risk/reward on $CRMD is skewed heavily to the upside just like early $NBIS. It seems we hunt in the same woods. Any other tickers you're tracking right now that fit this profile Always looking for new ideas" [X Link](https://x.com/Axel_Lynch_Inv/status/2004943482847375630) 2025-12-27T15:52Z [---] followers, [----] engagements "@Spiralout_one Thanks. Im going to dive into the filings and dig deeper into the thesis this week. Always appreciate fresh ideas" [X Link](https://x.com/Axel_Lynch_Inv/status/2004965117923123323) 2025-12-27T17:18Z [---] followers, [---] engagements "For me the thesis doesnt hinge on OpenAIs research pace. Demand is not driven by one lab but by a structural shift: AI moving from tools to operating systems. Compute demand now comes from: enterprise software rewriting stacks with AI inference at scale not frontier research always-on agents copilots workflows companions. $NBIS is not a bet on who trains the next model. Its a bet on persistent infrastructure-level demand for compute already contracted via hyperscalers. If one actor slows others fill the capacity. The constraint isnt demand. Its MW online" [X Link](https://x.com/Axel_Lynch_Inv/status/2004966673271619878) 2025-12-27T17:24Z [---] followers, [----] engagements "Fair question. The long game isnt "build data centers forever" Its owning scarce high-quality MW at the exact moment AI shifts from experiments to infrastructure. Growth doesnt stop once the DCs are built. It changes: - inference replaces bursty training - workloads become always-on - utilization per MW rises - software and orchestration compound on top of the same physical base. Supply will catch up one day sure. But well-located power-secured efficiently cooled MW dont commoditize overnight. For me $NBIS isnt about endless expansion its about extracting more value from each MW over time" [X Link](https://x.com/Axel_Lynch_Inv/status/2005029636628251024) 2025-12-27T21:34Z [---] followers, [----] engagements "YTD update My portfolio: +3% The market: +0.5% Thats a x6 vs the market 🚀 Join my course First month free (then only $10000 per day) Believe in yourself 💪🏻 $NBIS to the moon🌙 https://twitter.com/i/web/status/2007100194119143617 https://twitter.com/i/web/status/2007100194119143617" [X Link](https://x.com/Axel_Lynch_Inv/status/2007100194119143617) 2026-01-02T14:42Z [---] followers, [---] engagements "Why are accidents that happened after the introduction of the halo the ones being used Because people only believe what they can see. I cited four accidents that happened before and you questioned them even going as far as saying that Bianchi would have died anyway with the halo. The halo was literally introduced after Jules Bianchis accident to make sure that this never happens again. Yes tires can bounce off the halo just like they can off any other part of the car. Why would that be more dangerous for spectators in case of a rebound I find that argument irrelevant" [X Link](https://x.com/Axel_Lynch_Inv/status/2008081043962671567) 2026-01-05T07:40Z [---] followers, [--] engagements "@zhong_zack Ive obviously studied the stock. I think it will also be a winner of the AI megatrend but I nonetheless preferred the $NBIS case. I may do an $IREN analysis in the future yes" [X Link](https://x.com/Axel_Lynch_Inv/status/2011062640785695059) 2026-01-13T13:07Z [---] followers, [---] engagements "ADOBE $ADBE Will AI Kill the $9.9B Cash Machine Adobe has dropped 38% from its [----] highs. The market's question: can Creative Cloud survive when AI generates images in seconds Yesterday's 5.4% drop on Apple Creator Studio was just the latest panic. The real fear is deeper: AI commoditizing creative work. The stock now trades at $304. Wall Street consensus: $406 (+31%). I'm looking at the numbers. The Setup [--] million Creative Cloud subscribers. Generates $9.9B in annual free cash flow at 41% FCF margin. 45.6% operating margins. $5B+ in AI-influenced ARR already monetized. 90%+ retention" [X Link](https://x.com/Axel_Lynch_Inv/status/2011808152841281630) 2026-01-15T14:30Z [---] followers, [---] engagements "Full analysis : https://open.substack.com/pub/axellynch/p/meta-and-microsoft-the-demand-riskr=18o229&utm_medium=ios&shareImageVariant=overlay https://open.substack.com/pub/axellynch/p/meta-and-microsoft-the-demand-riskr=18o229&utm_medium=ios&shareImageVariant=overlay" [X Link](https://x.com/Axel_Lynch_Inv/status/2016939201942507747) 2026-01-29T18:19Z [---] followers, [----] engagements "@ValuePlay52109 https://open.substack.com/pub/axellynch/p/meta-and-microsoft-the-demand-riskr=18o229&utm_medium=ios&shareImageVariant=overlay https://open.substack.com/pub/axellynch/p/meta-and-microsoft-the-demand-riskr=18o229&utm_medium=ios&shareImageVariant=overlay" [X Link](https://x.com/Axel_Lynch_Inv/status/2016939256153833884) 2026-01-29T18:19Z [---] followers, [----] engagements "What to Expect from Nebius $NBIS Q4 Results Nebius will report Q4 results on February [--]. This quarter is highly anticipated for one simple reason: for the first time it will start providing answers to the only question that really matters now. Not demand. Thats already signed. But execution. Nebius has secured massive backlog with Microsoft $MSFT and Meta $META ($20B+). The market doesnt doubt hyperscaler interest. What its waiting to see now is whether this capacity can be delivered on time activated and converted into recurring revenue. The volatility in the stock reflects this" [X Link](https://x.com/Axel_Lynch_Inv/status/2018429827754197438) 2026-02-02T21:02Z [---] followers, [--] engagements "Meta and Microsoft Just Reported. What Changed for Nebius. $META $MSFT $NBIS" [X Link](https://x.com/Axel_Lynch_Inv/status/2016869101327561006) 2026-01-29T13:40Z [---] followers, 48.9K engagements "@BottomUpEquity Stifel nailed the beat & raise call UGG execution was solid. The question now isnt execution its asymmetry after the rally. At 17.5x FY26 $DECK looks fairly valued. The setup improves again closer to $105110" [X Link](https://x.com/Axel_Lynch_Inv/status/2017993272510021741) 2026-02-01T16:07Z [---] followers, [--] engagements "@Spiralout_one @romanchernin @elliot_garreffa Thanks Im a bit less familiar with CoreWeave. After checking I adjusted the assumed valuation multiple for the [----] ARR" [X Link](https://x.com/Axel_Lynch_Inv/status/2019769200349237407) 2026-02-06T13:44Z [---] followers, [--] engagements "DLOCAL Analysis $DLO The $0 CAC Platform That Connects Tech Giants to [--] Billion People I just published my complete analysis of dLocal $DLO - my newest position at 9% of my portfolio. The numbers are even more compelling than I expected at $14.39. The Setup $10.4 billion TPV. +59% year-over-year. Fourth consecutive quarter above 50% growth. Clients include Amazon Microsoft Meta Netflix. 18% net margin 149% NRR. Trading at a PEG of [----]. Most investors see an emerging markets fintech risk. I see something different. Three Numbers That Tell the Story $0 - What dLocal spends on customer" [X Link](https://x.com/Axel_Lynch_Inv/status/2015767730612257122) 2026-01-26T12:44Z [---] followers, [---] engagements "What to Expect from Nebius $NBIS Q4 Results Nebius will report Q4 results on February [--]. This quarter is highly anticipated for one simple reason: for the first time it will start providing answers to the only question that really matters now. Not demand. Thats already signed. But execution. Nebius has secured massive backlog with Microsoft $MSFT and Meta $META ($20B+). The market doesnt doubt hyperscaler interest. What its waiting to see now is whether this capacity can be delivered on time activated and converted into recurring revenue. The volatility in the stock reflects this" [X Link](https://x.com/Axel_Lynch_Inv/status/2018674437516558781) 2026-02-03T13:14Z [---] followers, 16.5K engagements "Nebius $NBIS : What Roman Chernins Interview Elliot Garreffa Really Reveals INTERVIEW ANALYSIS Roman Chernin @romanchernin (Chief Business Officer at Nebius) just gave an interview to Elliot Garreffa @elliot_garreffa that clarifies the companys real strategy. And its radically different from how the company is currently being priced. The Microsoft $MSFT ($17-19B) and Meta $META ($3B) deals are not the business model - theyre financing tools to build a specialized AI cloud for the mid-market. The market values Nebius as an infrastructure subcontractor. Chernin explicitly says this is wrong." [X Link](https://x.com/Axel_Lynch_Inv/status/2019768867816443981) 2026-02-06T13:43Z [---] followers, 36K engagements "@AdamYoon7 Does asking for proof of something that can be so easily photoshopped still really make sense I held $DLO and $NU which I was very happy with as other positions but at $75 I decided to put everything into $NBIS again" [X Link](https://x.com/Axel_Lynch_Inv/status/2019803081144418723) 2026-02-06T15:59Z [---] followers, [----] engagements "Where are the CapEx going Here's the answer: 45% of cloud spending ends up at Nvidia. $NVDA trades at 26x [----] earnings with +59% growth. PEG: [---] $META $MSFT $AMZN $GOOG are spending a quarter trillion on GPUs. The market says "NVDA is too expensive." One of them is wrong. https://twitter.com/i/web/status/2020854631530656138 https://twitter.com/i/web/status/2020854631530656138" [X Link](https://x.com/Axel_Lynch_Inv/status/2020854631530656138) 2026-02-09T13:37Z [---] followers, [----] engagements "Interesting take and there are clearly some positive signals in what you're listing. But I think we need to be careful not to turn a collection of clues into a foregone conclusion. A few important nuances in my view: - The process-of-elimination reasoning ( $IREN announces nothing $NBIS "must have something") is suggestive not conclusive. The absence of news elsewhere isn't proof of upside here. - The bull case of $7-9B ARR by end of [----] is possible but it's not yet the base case scenario. Everything depends on the activation pace (active MW) not signed contracts or committed capex. - $5B" [X Link](https://x.com/Axel_Lynch_Inv/status/2021213948976996758) 2026-02-10T13:25Z [---] followers, [---] engagements "$NBIS Q4 Pre-Earnings Reading Framework How Ill Read the February [--] [----] Results THE [--] NUMBERS TO WATCH [--]. ARR end-2025 (guidance: $900M-$1.1B) 🟢 $1B strong execution 🟡 $900M-$1B in-line 🔴 $900M credibility test [--]. Active MW end-2025 (Q3 baseline: [---] MW) 🟢 [---] MW ahead of schedule 🟡 120-150 MW on track 🔴 [---] MW ramp speed questions [--]. [----] Guidance ($7-9B ARR) 🟢 Maintained confidence intact 🔴 Adjusted credibility under pressure SECONDARY SIGNALS Core EBITDA margin: 18%+ = solid 15% = pricing questions Cash: $4-5B (critical for [----] financing) EXPECTED CLARIFICATIONS $MSFT/ $META" [X Link](https://x.com/Axel_Lynch_Inv/status/2021526241103302921) 2026-02-11T10:06Z [---] followers, 12.6K engagements "Portfolio update : Sometimes market irrationality forces a return to fundamentals. 100% $NBIS https://twitter.com/i/web/status/2021587526859821235 https://twitter.com/i/web/status/2021587526859821235" [X Link](https://x.com/Axel_Lynch_Inv/status/2021587526859821235) 2026-02-11T14:10Z [---] followers, 11.5K engagements "Fair point. I agree technicals can reflect positioning and short-term sentiment especially into earnings. Theyre useful to gauge where the pressure is building. My only pushback is that ahead of a binary event like this price action often reflects risk reduction more than information. Tomorrow its ARR active MWs and guidance that decide. Everything else is secondary. https://twitter.com/i/web/status/2021717146984714248 https://twitter.com/i/web/status/2021717146984714248" [X Link](https://x.com/Axel_Lynch_Inv/status/2021717146984714248) 2026-02-11T22:45Z [---] followers, [--] engagements "What the $NBIS Earnings Call Taught Us On February [--] [----] Nebius reported Q4 [----] results. The market reacted negatively in pre-market (-7% ultimately flat) on a revenue miss despite massive ARR. The earnings call brought critical clarifications. Here's what you need to know. THE REVENUE "MISS" WAS A TIMING ISSUE 🟢 The number that spooked the market: Q4 Revenue: $227.7M vs $245M consensus 🔴 What the call clarified: 🟢🟢🟢 Dado Alonso (CFO): "The difference between ARR and revenue is logical. Our revenues and ARR reflect the deployment schedule of our capacity throughout the year with the" [X Link](https://x.com/Axel_Lynch_Inv/status/2021976149572628570) 2026-02-12T15:54Z [---] followers, [----] engagements "NU HOLDINGS $NU The $7 Customer That Generates $270 I just published my complete analysis of Nubank - and the numbers are harder to ignore than I expected. The Setup [---] million customers. More than the populations of France and Germany combined. Third-largest financial institution in Brazil. Growing 40%+ annually. Trading at a PEG of [----] (Finviz data) Most investors see just another fintech. I see something different. Three Numbers That Tell the Story - $7 - What Nubank spends to acquire a customer (vs $300-600 for traditional banks) - 71% - Percentage of customers who come through" [X Link](https://x.com/Axel_Lynch_Inv/status/2010393339451851138) 2026-01-11T16:48Z [---] followers, [----] engagements "NEBIUS Analysis $NBIS Building AI Infrastructure fast With $20B+ Pre-Sold I just published my complete analysis of Nebius - my largest position at 89% of my portfolio. The Setup Pure-play AI infrastructure. Builds GPU clusters in 12-18 months vs 24-36 industry standard. Microsoft contracts worth $17-19B. Meta contracts worth $3B. Guidance $7-9B ARR by end-2026 with over half already contracted. Most investors see risky capital-intensive infrastructure. I see pre-sold capacity trading at a massive discount. Three Numbers That Tell the Story 50% - Percentage of the $7-9B [----] ARR guidance" [X Link](https://x.com/Axel_Lynch_Inv/status/2011047470067859691) 2026-01-13T12:07Z [---] followers, [----] engagements "What a incredible pleasure to have had the opportunity to buy $NBIS at $75. I repeat. Seventy-five dollars" [X Link](https://x.com/Axel_Lynch_Inv/status/2019467017053474894) 2026-02-05T17:43Z [---] followers, 18.6K engagements "Sometimes market irrationality forces a return to fundamentals. $NBIS at 75$ I sold all my other stocks to return to the one where I feel comfortable: 100% $NBIS" [X Link](https://x.com/Axel_Lynch_Inv/status/2019790007779688959) 2026-02-06T15:07Z [---] followers, 25.4K engagements "@kuchmd Haha Ill stay on the investor side 😚 Im not trying to spin it just to read what actually matters. Headline revenue and capex noise grab attention. ARR at $1.25B and [---] MW active ahead of plan tell you what the machine is really doing. Execution optics" [X Link](https://x.com/Axel_Lynch_Inv/status/2021999915900318142) 2026-02-12T17:28Z [---] followers, [--] engagements "Good question. I think the market is over-focusing on accounting depreciation and under-focusing on economic utilization. Three points: 1/ Prepaid contracts reduce residual value risk Nebius ended Q4 with $1.6B in deferred revenue. A large portion of capacity is contracted multi-year. If GPUs are fully utilized under prepaid agreements the economic return is largely captured upfront. Depreciation impacts accounting not necessarily cash economics. 2/ Market pricing contradicts the thesis On the call management noted Hopper systems are sold out with 12+ month renewals and pricing nudging" [X Link](https://x.com/Axel_Lynch_Inv/status/2022001437728026948) 2026-02-12T17:34Z [---] followers, [--] engagements "I get the speedrun analogy the roadmap is aggressive and that naturally makes people uncomfortable. But at some point it stops being a story and starts being numbers. $1.25B ARR 170MW active vs [---] guided $MSFT delivered on time $META in service positive OCF thats execution not belief. You dont need to believe for the financials to work. You need to believe they can sustain this pace. Thats where the debate actually is. https://twitter.com/i/web/status/2022011905259319620 https://twitter.com/i/web/status/2022011905259319620" [X Link](https://x.com/Axel_Lynch_Inv/status/2022011905259319620) 2026-02-12T18:16Z [---] followers, [---] engagements "$DECK Deckers Outdoor Post-Q3 update Rated 88/100 on my January watchlist. Q3 results were released on Friday: a clean beat across the board (+18% HOKA +13% EPS guidance raised). The stock jumped +20% in a single session. Issue: at $119 my score drops to 79/100. The business is exceptional (36% ROCE 22.5% margins A+ management massive international runway) but the market is already pricing in excellence. P/E 17.5x PEG 1.8x asymmetry 0.7:1 fair value no longer cheap. I am no longer a buyer at these levels. I unfortunately couldnt enter the position as I was focused on the top four names in my" [X Link](https://x.com/Axel_Lynch_Inv/status/2017989151719641252) 2026-02-01T15:51Z [---] followers, [---] engagements "@DOMOCAPITAL The buybacks are real and very well executed. $348M at $92 in Q3 and $813M YTD at $101 is excellent capital allocation. That said buybacks support EPS and downside protection they dont automatically justify a move back to $200 without a steeper FY27 growth slope" [X Link](https://x.com/Axel_Lynch_Inv/status/2017993978340122964) 2026-02-01T16:10Z [---] followers, [--] engagements "$NBIS Q4: Execution Validates the Thesis 🎉 Key metrics Revenue $227.7M vs $245M est 🔴 (miss) ARR $1.25B vs $900M-$1.1B guide 🟢🟢🟢 (+14% beat) Active MW [---] vs [---] baseline Q3 🟢🟢🟢 (+70%) Adj EBITDA 24% margin (vs 15-17% expected) 🟢🟢 Operating Cash Flow +$834M (first positive quarter) 🟢🟢🟢 🎉 [----] guidance $7-9B ARR maintained 🟢 (implies 5.6-7.2x growth) 3GW contracted 🟢🟢 (raised from 2.5GW) 2GW already secured today 🟢🟢🟢 (9mo ahead) 800MW-1GW connected power by YE 🟢 Execution signals $MSFT first tranche delivered on time 🟢🟢 $META fully in servicing stage 🟢🟢 $1.6B deferred" [X Link](https://x.com/anyuser/status/2021927846675984555) 2026-02-12T12:42Z [---] followers, 21.9K engagements "It was only [--] days ago. $75 was absurdly irrational. Up 30% since. $NBIS What a incredible pleasure to have had the opportunity to buy $NBIS at $75. I repeat. Seventy-five dollars. https://t.co/aFFQ5uak6s What a incredible pleasure to have had the opportunity to buy $NBIS at $75. I repeat. Seventy-five dollars. https://t.co/aFFQ5uak6s" [X Link](https://x.com/Axel_Lynch_Inv/status/2022975370706784710) 2026-02-15T10:04Z [---] followers, [----] engagements "$NBIS Q4: Execution Validates the Thesis 🎉 Key metrics Revenue $227.7M vs $245M est 🔴 (miss) ARR $1.25B vs $900M-$1.1B guide 🟢🟢🟢 (+14% beat) Active MW [---] vs [---] baseline Q3 🟢🟢🟢 (+70%) Adj EBITDA 24% margin (vs 15-17% expected) 🟢🟢 Operating Cash Flow +$834M (first positive quarter) 🟢🟢🟢 🎉 [----] guidance $7-9B ARR maintained 🟢 (implies 5.6-7.2x growth) 3GW contracted 🟢🟢 (raised from 2.5GW) 2GW already secured today 🟢🟢🟢 (9mo ahead) 800MW-1GW connected power by YE 🟢 Execution signals $MSFT first tranche delivered on time 🟢🟢 $META fully in servicing stage 🟢🟢 $1.6B deferred" [X Link](https://x.com/anyuser/status/2021927846675984555) 2026-02-12T12:42Z [---] followers, 21.9K engagements "Today we reported our Q4 and full-year [----] financial results. The highlights include: - ARR as of year-end was $1.25B ahead of our most recent guidance of $900M$1.1B - This paves the way for significant continued growth. We are on track to end [----] with ARR of $7B$9B" [X Link](https://x.com/anyuser/status/2021917890463531224) 2026-02-12T12:02Z 22.4K followers, 180.9K engagements "$NBIS vs $IREN : Same client opposite stories IREN is building the walls NBIS is building the platform One sells megawatts the other sells performance Thats why NBIS earns software margins while IREN earns utility margins Full breakdown: NBISMSFT deal vs IRENMSFT deal" [X Link](https://x.com/anyuser/status/1985633334781964420) 2025-11-04T09:00Z [---] followers, 77.9K engagements "What to expect and what NOT to expect for Nebius Q3 earnings on Tuesday 🔎 $NBIS" [X Link](https://x.com/anyuser/status/1987621117889036313) 2025-11-09T20:39Z [---] followers, 29.2K engagements "🚨 $NBIS just confirmed integration of $NVDA s Nemotron Nano [--] VL into Nebius AI Studio. Not just a tech update its a structural shift ✅ Official NVIDIA partner ✅ Full-stack AI platform (infra + software) ✅ SaaS-like ARR coming ✅ 7080% margins ahead Rerating starts now" [X Link](https://x.com/anyuser/status/1983256563277000840) 2025-10-28T19:36Z [---] followers, 27.9K engagements "Strong momentum for $NBIS this week. Real deals real growth. Quick breakdown 👇" [X Link](https://x.com/anyuser/status/1983894257183420813) 2025-10-30T13:50Z [---] followers, [----] engagements "@bitcoinbutcher1 Strong analysis. Here's my answer on few points" [X Link](https://x.com/anyuser/status/1979913153401041187) 2025-10-19T14:10Z [---] followers, [----] engagements "@StockSavvyShay @mweinbach Great visual but this framing is misleading. The $650B isnt what users must pay its the aggregate productivity value AI needs to create for a 10% ROI. The returns wont come from $180 Netflix subs but from efficiency gains across every industry" [X Link](https://x.com/anyuser/status/1988601548013019261) 2025-11-12T13:35Z [---] followers, [----] engagements "Here are my monthly activation projections for $NBIS through [----]. Block based ramps not smoothed curves aligned with managements [---] MW to [--] GW guidance and the [--] to 9B ARR range. A realistic base case rather than a bull scenario" [X Link](https://x.com/anyuser/status/1990134167674265928) 2025-11-16T19:05Z [---] followers, [----] engagements "🚀 Two AI infrastructure rockets two opposite destinies. $NBIS just signed a $17.4B deal with Microsoft. $IREN turned Bitcoin mines into GPU farms. Both are up triple digits in [----] but only one is building a lasting fortress. Nebius vs Iris Energy : My deep dive 👇" [X Link](https://x.com/anyuser/status/1977860508783927463) 2025-10-13T22:14Z [---] followers, [----] engagements "@mvcinvesting People were hoping for the best-case scenario but this is still a fantastic announcement for $NBIS. My thoughts" [X Link](https://x.com/anyuser/status/1983262462624370952) 2025-10-28T19:59Z [---] followers, [----] engagements "@HappyOfficcer If people were here hoping for another multi-billion-dollar mega deal and think selling now makes sense for them good luck with their future trades. Im not moving an inch" [X Link](https://x.com/anyuser/status/1983261931181056063) 2025-10-28T19:57Z [---] followers, [---] engagements "@sortitoutsi FM26 Quick Tip: Play a Match Go to Home Settings Gameplay Advanced Options Season Overview Club Management Squad Hub Match Preparation Calendar Sync Upcoming Events Matchday Settings Confirm Return Play Match" [X Link](https://x.com/anyuser/status/1982826275652923429) 2025-10-27T15:06Z [---] followers, [----] engagements "$NBIS Q3 Review : The demand side is now clearly de-risked. The story moves to execution and deployment cadence. If the roadmap holds the long-term setup only strengthens. Im staying long 🟢" [X Link](https://x.com/anyuser/status/1988336852756267337) 2025-11-11T20:03Z [---] followers, [----] engagements "@pepe_maltese Short-term price moves dont always reflect fundamentals. Weve seen a small rotation into $IREN after its MSFT deal and some risk trimming before $NBIS earnings. Add to that a bit of AI fatigue in the market. Im not worried volatility around earnings is noise not signal" [X Link](https://x.com/anyuser/status/1985708746941612350) 2025-11-04T14:00Z [---] followers, [----] engagements "@bitcoinbutcher1 Sounds great. Id actually love to see that dialed-down version the high case is exciting but the realistic one is where conviction is built. Really appreciate how open you are to feedback makes the discussion way more valuable" [X Link](https://x.com/anyuser/status/1979971102265716831) 2025-10-19T18:01Z [---] followers, [---] engagements "@DeepValueBagger On his last [--] videos [--] thumbnails mention a 100x. The next Tesla The next AWS AI Millionaires Big Bet This is big. He's a pumper selling dreams to promote your paid program" [X Link](https://x.com/anyuser/status/1979911074666209734) 2025-10-19T14:02Z [---] followers, [---] engagements "@DollarCostAvg Capacity isnt a moat. Capital solves capacity. What matters is $/MW yield. $IREN can earn $5080M ARR per GW. $NBIS guides toward $700900M ARR per GW-equivalent once fully loaded. The winners wont be the biggest warehouses but the highest-yield platforms" [X Link](https://x.com/anyuser/status/1988340090016591998) 2025-11-11T20:16Z [---] followers, [----] engagements "@gary_pallett Useless analysis since the companies didnt start from the same point so the evolution of their valuations says nothing about what the future holds for either of them. And as far as I know we invest for the future not the past" [X Link](https://x.com/anyuser/status/1985754779822223453) 2025-11-04T17:03Z [---] followers, [----] engagements "@bruno_0879 Alors j'avais fait une erreur dans mon calcul initiale mais dividendes rinvestis je viens de refaire les calculs la main avec Gemini puis une 3me fois avec ChatGPT et je trouve 146% les [--] fois" [X Link](https://x.com/anyuser/status/1987829880675762260) 2025-11-10T10:29Z [---] followers, [---] engagements "@Scioizmir35 Absolutely. These are strong strategic developments. They reinforce Nebiuss long-term positioning rather than chasing short-term hype. The NVIDIA partnership deepens credibility strengthens the moat and validates their sovereign AI infrastructure model" [X Link](https://x.com/anyuser/status/1983265049797111883) 2025-10-28T20:10Z [---] followers, [---] engagements "@pepe_maltese Thats fair but my thesis on $NBIS is long-term. Markets are fast at repricing headlines not structural shifts. Unless my analysis is wrong (always possible) I see volatility like this as noise or opportunity to add not to doubt" [X Link](https://x.com/anyuser/status/1985711568005329005) 2025-11-04T14:11Z [---] followers, [---] engagements "@genZinvest0r Straight to the bottom line sounds great on TV but this is an industrial contract not SaaS. $IREN will spend $8.8B to generate $9.7B in revenue margins will be thin not 60%. Its a strong deal for credibility yes but not profitability" [X Link](https://x.com/anyuser/status/1985690754069545365) 2025-11-04T12:49Z [---] followers, [---] engagements "@Agrippa_Inv 1/ Even with 0% convertibles IRENs model remains capex-heavy every MW still demands billions upfront. Changing the funding mix doesnt fix that 2/ NBIS isnt selling bare metal the MSFT deal explicitly includes its orchestration layer. Its a true AI cloud" [X Link](https://x.com/anyuser/status/1985842300040478732) 2025-11-04T22:51Z [---] followers, [----] engagements "@TheRayMyers $NU at $15 is better than $SOFI at $28" [X Link](https://x.com/anyuser/status/1978922803836453238) 2025-10-16T20:35Z [---] followers, [---] engagements "$NBIS After Q3 What Now" [X Link](https://x.com/anyuser/status/1988600430654529576) 2025-11-12T13:31Z [---] followers, [---] engagements "@Aktiehedonist Thats a very high-level analysis probably one of the most lucid and balanced takes on $NBIS Ive read so far. A few reflections:" [X Link](https://x.com/anyuser/status/1979959235518529813) 2025-10-19T17:14Z [---] followers, [----] engagements "@qualtrim My thesis on $AMZN: The stock is flat YTD but thats not surprising Amazons multiples have always been sky-high. The company is now going through a normalization phase and it could underperform for years until its valuation metrics get closer to $GOOG and $META levels" [X Link](https://x.com/anyuser/status/1978125766039646691) 2025-10-14T15:48Z [---] followers, [---] engagements "Thats a very high-level analysis probably one of the most lucid and balanced takes on $NBIS Ive read so far Nebius Group ( $NBIS ) My Base Case for End of [----] Spent alot of time on $NBIS this week and here is my updated price target at the end of [----]. When I first studied $NBIS it was easy to mistake it for another cloud aspirant fighting the hyperscalers. That framing no longer https://t.co/5IsJi3X4tk Nebius Group ( $NBIS ) My Base Case for End of [----] Spent alot of time on $NBIS this week and here is my updated price target at the end of [----]. When I first studied $NBIS it was easy to" [X Link](https://x.com/anyuser/status/1979959520286679326) 2025-10-19T17:15Z [---] followers, [---] engagements "Nebius Group ( $NBIS ) My Base Case for End of [----] Spent alot of time on $NBIS this week and here is my updated price target at the end of [----]. When I first studied $NBIS it was easy to mistake it for another cloud aspirant fighting the hyperscalers. That framing no longer holds. Nebius is not a SaaS business. It is an AI infrastructure operator a physical utility turning megawatts into compute and compute into revenue. Where others build abstractions Nebius builds capacity. The modern AI stack depends on four physical constraints: electricity cooling latency and capital efficiency. Every" [X Link](https://x.com/anyuser/status/1979899702901445108) 2025-10-19T13:17Z [----] followers, 40.1K engagements "How do you handle your emotional position in $NBIS Heres the formula to apply: Number of shares you own x your 3-year target price = real value of your investment if you're ready to ignore the short term. So what's your price Tell me" [X Link](https://x.com/anyuser/status/1989320887707767079) 2025-11-14T13:13Z [---] followers, [---] engagements "@MktMavPro All clues align New NVIDIA partner with: Native data integration engine Full AI agents stack Out-of-the-box Nemotron models Nebius just launched Aether (compliance orchestration data integration) runs those models and presents tonight in DC. Seems obvious. $NBIS" [X Link](https://x.com/anyuser/status/1983069794611171624) 2025-10-28T07:14Z [---] followers, [---] engagements "@tweetRRANDO @DividendTalks $AMZNs P/E ratio is undergoing a normalization phase with its trajectory moving closer to the valuation ratios of $GOOG and $META suggesting a few more years of potential underperformance for $AMZN" [X Link](https://x.com/anyuser/status/1979804051761147968) 2025-10-19T06:57Z [---] followers, [---] engagements "Any skeptics about $NBIS Fine. Im a net buyer so every moment the market misprices it is just a chance to accumulate cheaper. If it flushes out the weak hands and the short-term crowd its healthier for Nebiuss long-term build. Hyper-execution Hyper-hype" [X Link](https://x.com/anyuser/status/1988526960725627218) 2025-11-12T08:39Z [---] followers, [---] engagements "@Spiralout_one Maybe Im not too attached to the exact revenue print this quarter. Q3 is basically the setup Q4 and Q1 are where the real capacity ramps start showing in the numbers. So Ill be watching timelines + guidance more than the headline revenue number here" [X Link](https://x.com/anyuser/status/1987662557822275816) 2025-11-09T23:24Z [---] followers, [---] engagements "@OakenshieldVGX $IREN may look cheaper per GW but $NBIS generates $910B ARR/GW at 75-80% margins vs $8B/GW at 45-55% for $IREN So every GW at $NBIS is [--] more profitable and scales through software not concrete Cheap watts valuable watts" [X Link](https://x.com/anyuser/status/1984738224497946873) 2025-11-01T21:44Z [---] followers, [---] engagements "@Iammadnan I sold my entire position in $IREN (a small one 5% of my portfolio) right at the open just before the drop. Locked in a +45% profit. I moved it all into $NBIS my main position (21%). I understand the company its moat and its positioning much better" [X Link](https://x.com/anyuser/status/1978933139767435645) 2025-10-16T21:16Z [---] followers, [---] engagements "@seafullofsharks @babyfolio https://x.com/LynchAIPorfolio/status/1977860508783927463 🚀 Two AI infrastructure rockets two opposite destinies. $NBIS just signed a $17.4B deal with Microsoft. $IREN turned Bitcoin mines into GPU farms. Both are up triple digits in [----] but only one is building a lasting fortress. Nebius vs Iris Energy : My deep dive 👇 https://t.co/B0VgpUZeOt https://x.com/LynchAIPorfolio/status/1977860508783927463 🚀 Two AI infrastructure rockets two opposite destinies. $NBIS just signed a $17.4B deal with Microsoft. $IREN turned Bitcoin mines into GPU farms. Both are up triple" [X Link](https://x.com/anyuser/status/1978348196662214700) 2025-10-15T06:32Z [---] followers, [--] engagements "In [--] years of investing Ive never been this calm during a steady slide. $NBIS keeps drifting lower yet each dip makes me more convinced Im standing right before a major upside. Maybe Ill be wrong but thats genuinely how it feels right now" [X Link](https://x.com/anyuser/status/1980695706647294153) 2025-10-21T18:00Z [---] followers, [---] engagements "@bruno_0879 performance annualise d'Air Liquide sur [--] ans avec les actions gratuites et dividende boost : [----] % par an. Pas mal pour une saucisse" [X Link](https://x.com/anyuser/status/1987803530514599968) 2025-11-10T08:44Z [---] followers, [----] engagements "@Cheguevasky bah il n'y a pas de montage financier ils payent la moiti son salaire et n'ont pas d'option d'achat. Lyon rcupre un bon joueur pour [--] mois et pour le Real ils font jouer un joueur qui actuellement ne joue pas il prend potentiellement de l'xp et de la valeur" [X Link](https://x.com/anyuser/status/1988920549884522768) 2025-11-13T10:43Z [---] followers, [---] engagements "@FerrariF1FRA Je trouve que Lewis est inaudible avec des performances aussi faibles. Sil avait t performant chez Mercedes durant les deux saisons prcdentes on pourrait lui accorder du crdit mais la vrit cest que a fait [--] ans quil est mdiocre" [X Link](https://x.com/anyuser/status/1987989303813648518) 2025-11-10T21:02Z [---] followers, [----] engagements "@TopTechStocksUS Good point on staying calm but lets stay factual too. Retail holds 50% of $NBIS which explains volatility. Still theres no clear sign of hedge funds forcing sales. The -2% institutional drop looks more like normal rebalancing than a coordinated pressure move" [X Link](https://x.com/anyuser/status/1980649086345941035) 2025-10-21T14:55Z [---] followers, [---] engagements "Analyse du Q3 $ASML" [X Link](https://x.com/anyuser/status/1978365179713794253) 2025-10-15T07:39Z [---] followers, [---] engagements "Reading this the takeaway for $NBIS is obvious. The AI build-out isnt a [----] rerun its a cash-rich hyperscaler cycle fueled by real demand. As long as $MSFT $AMZN $GOOGL and $META keep ramping capex Nebius is sitting on the right side of the trend. Dear AI bears: this is not the dot-com bubble [---] Why todays AI build-out looks nothing like [----] and what that means for investors Every time the Nasdaq makes new highs bears compare the AI revolution to the dot-com bubble. Its an easy comparison but if you actually look https://t.co/9qdtMjk44N Dear AI bears: this is not the dot-com bubble [---] Why" [X Link](https://x.com/anyuser/status/1990142353567367243) 2025-11-16T19:38Z [---] followers, [----] engagements "Dear AI bears: this is not the dot-com bubble [---] Why todays AI build-out looks nothing like [----] and what that means for investors Every time the Nasdaq makes new highs bears compare the AI revolution to the dot-com bubble. Its an easy comparison but if you actually look under the hood it doesnt hold up. Yes there are speculative corners within AI and some of those stocks will get crushed but that can be said about any market. The core of todays AI build-out is being driven by some of the most profitable companies in history funding long-duration infrastructure out of cash flownot fragile" [X Link](https://x.com/anyuser/status/1989897081763373324) 2025-11-16T03:23Z 24.6K followers, 380.6K engagements "$NBIS dropped 6% today as the market cheered $AMD and $IREN after Oracles MI300 deal. But Nebius was never a $NVDA bet its a compute efficiency play. Its architecture is vendor-agnostic and can integrate $AMD or others anytime. Noise day. Core thesis intact" [X Link](https://x.com/anyuser/status/1978192296802680965) 2025-10-14T20:12Z [---] followers, [---] engagements "@WSM_97 Thats exactly the point Q3 isnt where the acceleration shows up. The real step-change comes as new capacity ramps in Q4 and into [----] If expectations get too high for this call it just sets people up for unnecessary stress The thesis hasnt changed no need to rush the story" [X Link](https://x.com/anyuser/status/1987642478951117312) 2025-11-09T22:04Z [---] followers, [---] engagements "@mvcinvesting One good intuition once twenty years of the image of an oracle" [X Link](https://x.com/anyuser/status/1985700016363569365) 2025-11-04T13:25Z [---] followers, [--] engagements "@DanielR06814508 @TheKamaHsutra @jiahanjimliu @FransBakker9812 Valid point power is the main constraint. But when MWs are scarce efficiency is the edge. Software that squeezes more training and inference per watt is pure margin. Thats exactly where $NBIS differentiates: density orchestration utilization not raw MW" [X Link](https://x.com/anyuser/status/1979282099036385633) 2025-10-17T20:23Z [---] followers, [---] engagements "If true this is massive🚨 NVIDIAs attempt to standardize AI cloud UX with DGX Lepton couldve killed margins across the neocloud space but its now collapsing under its own weight. This clears the runway for $NBIS and other full-stack AI clouds to dominate. BREAKING: A couple months ago NeoClouds were scared that NVIDIAs DGX Lepton was going to commoditize their margins. This is no longer the case as NVIDIA is already on a path to ruin DGX Lepton. We will break it down below 👇 The premise of why DGX Lepton was could potentially https://t.co/sMid5bnqfR BREAKING: A couple months ago NeoClouds" [X Link](https://x.com/anyuser/status/1984218238138695795) 2025-10-31T11:17Z [---] followers, [---] engagements "BREAKING: A couple months ago NeoClouds were scared that NVIDIAs DGX Lepton was going to commoditize their margins. This is no longer the case as NVIDIA is already on a path to ruin DGX Lepton. We will break it down below 👇 The premise of why DGX Lepton was could potentially commotize margins was that it was a platform that creates a standardized user experience value & performance across all neoclouds & most users would adopt the Lepton platform which would lead to neoclouds being in a rat race on pricing. But as we pointed out back in June [----] AI native end users have historically" [X Link](https://x.com/anyuser/status/1984051218688204827) 2025-10-31T00:14Z 60.6K followers, 159.2K engagements "@RJCcapital $NBIS dropped 6% today as the market cheered $AMD and $IREN after Oracles MI300 deal. But Nebius was never a NVIDIA bet its a compute efficiency play. Its architecture is vendor-agnostic and can integrate $AMD or others anytime. Noise day. Core thesis intact" [X Link](https://x.com/anyuser/status/1978192146176901329) 2025-10-14T20:12Z [---] followers, [---] engagements "$NBIS is 19% of my portfolio by far my strongest conviction. Profitable while scaling $17.4B Microsoft deal real moat full-stack integration no $ORCL or $IREN can match. Already delivering what others are still promising. Long $NBIS" [X Link](https://x.com/anyuser/status/1976386532656431391) 2025-10-09T20:37Z [---] followers, [---] engagements "@FransBakker9812 @midlevelcruiser @theBTCMiningGuy @MikePowerX @chrisguz @NotFinancial Land and power matter agreed. But NBIS doesnt resemble $CRWV or $ORCL because the economics come from multi tenant utilization and software driven revenue per MW. $IREN and $NBIS scale two different layers so the comparison breaks down" [X Link](https://x.com/anyuser/status/1990329282577740160) 2025-11-17T08:00Z [---] followers, [---] engagements "@yianisz Absolutely nailed it. This is the cleanest explanation of why $NBIS isnt just another AI infra play. They solved the constraint everyone else is stuck in. Not a hype story a structural edge. Best summary Ive seen since the earnings call" [X Link](https://x.com/anyuser/status/1988605789637169640) 2025-11-12T13:52Z [---] followers, [---] engagements "@s2Fnvhw80DifwYL thats my analysis you reshared a mention wouldve been nice 😉" [X Link](https://x.com/anyuser/status/1983432979356712990) 2025-10-29T07:17Z [---] followers, [---] engagements "@FastNewsCorp Everything is possible. I invested everything I could into $NBIS. I unfortunately cant take advantage of short-term dips so I prefer not to pay too much attention to the short-term price" [X Link](https://x.com/anyuser/status/1987664251599610298) 2025-11-09T23:31Z [---] followers, [---] engagements "@MarkosAAIG @babyfolio Thats nothing else even if there is absolutely no scientific evidence of efficiency" [X Link](https://x.com/anyuser/status/1990383618808812001) 2025-11-17T11:36Z [---] followers, [--] engagements "@PetitRentier Il est trop mconnu que $NBIS est ligible PEA. Probablement l'une des plus grosses ppites europennes et de loin" [X Link](https://x.com/anyuser/status/1988921668224401550) 2025-11-13T10:47Z [---] followers, [---] engagements "@FransBakker9812 @DanielR06814508 @TheKamaHsutra @jiahanjimliu Totally agree both can win. $IREN scales bare metal $NBIS scales integration. But worth noting: NBISs 300MW+ Vineland buildout is already contracted via Microsoft. Different lanes yes but NBISs PaaS model compounds faster once capacity ramps" [X Link](https://x.com/anyuser/status/1979098925614158111) 2025-10-17T08:15Z [---] followers, [---] engagements "@babyfolio Even him knows nothing. But easy to do this on those stocks and gets likes" [X Link](https://x.com/anyuser/status/1982155316922863803) 2025-10-25T18:40Z [---] followers, [--] engagements "$NBIS $100 Time to buy more 😋" [X Link](https://x.com/anyuser/status/1981003880994582583) 2025-10-22T14:25Z [---] followers, [---] engagements "@Zack_Nani On dirait quils ont lanc le jeu sans lavoir test une seule fois cest fou. Surtout avec ans pour le sortir. Ca frle lincomptence" [X Link](https://x.com/anyuser/status/1982118709310243249) 2025-10-25T16:15Z [---] followers, [----] engagements "@Agrippa_Inv @owoNine You just proved youre not distinguishing between application-level orchestration (Azure controlled by Microsoft) and infrastructure-level orchestration (NBIS: cluster scheduling capacity allocation monitoring SLA tooling). Thats literally the core difference" [X Link](https://x.com/anyuser/status/1986763782383681610) 2025-11-07T11:52Z [---] followers, [--] engagements "@TacticzH Solid reasoning. But $NBIS is likely to have 600MW online by mid-2027 not 40%. At $910M ARR/MW and 8085% utilization thats $4.24.8B in annualized run-rate. So your $4.3B looks realistic maybe even a touch conservative if another hyperscaler joins before then" [X Link](https://x.com/anyuser/status/1980605348525301808) 2025-10-21T12:01Z [---] followers, [---] engagements "@witsel__ Pas joueur mais Guy Roux" [X Link](https://x.com/anyuser/status/1983433587912520060) 2025-10-29T07:19Z [---] followers, [----] engagements "@TheKamaHsutra @DanielR06814508 @jiahanjimliu @FransBakker9812 Totally fair point. AI is definitely eroding some traditional software moats. But energy moats can also get commoditized fast when capacity floods in. The real edge is integration: the players who connect software + infra efficiently will own the future" [X Link](https://x.com/anyuser/status/1979498516763324907) 2025-10-18T10:43Z [---] followers, [--] engagements "@Spiralout_one Agree on no new hyperscaler this call. On FY2026 ARR could go either way. Last years early guidance came with clearer pipeline. This time capacity ramps in Q4/early [----] so they may wait. If theres no FY2026 guide yet its not bearish just timing" [X Link](https://x.com/anyuser/status/1987643460887708140) 2025-11-09T22:08Z [---] followers, [---] engagements "@accounting_ds There isnt really any reason that would justify the stock going to $150 after earnings" [X Link](https://x.com/anyuser/status/1987977507816255858) 2025-11-10T20:15Z [---] followers, [--] engagements "@Barnabebourse tranges ces 43% d'$AAPL qui dpassent la moiti du camembert coquille je pense" [X Link](https://x.com/anyuser/status/1984618845475156209) 2025-11-01T13:49Z [---] followers, [---] engagements "@GonebackOff Y a pas de commentaire effectivement puisqu'une faute est siffle avant et juste titre. Donc peu importe qu'il y ait main ou pas" [X Link](https://x.com/anyuser/status/1988542572533260480) 2025-11-12T09:41Z [---] followers, [---] engagements "@jjrinvest Be patient" [X Link](https://x.com/anyuser/status/1983227966550089896) 2025-10-28T17:42Z [---] followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@warrenetpeter Warren & Peter
Warren & Peter posts on X about $nbis, ai, $iren, iren the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
Engagements: [-----] #
- [--] Week [------] -4.20%
- [--] Month [-------] +257%
- [--] Months [-------] +336,095%
Mentions: [--] #
- [--] Month [--] -6.30%
- [--] Months [---] +10,900%
Followers: [---] #
- [--] Week [---] +7.70%
- [--] Month [---] +49%
CreatorRank: [-------] #
Social Influence
Social category influence stocks technology brands finance cryptocurrencies automotive brands formula 1 countries luxury brands exchanges currencies
Social topic influence $nbis #74, ai, $iren, iren, meta, microsoft, $meta, this is, $goog, market
Top accounts mentioned or mentioned by @fransbakker9812 @danielr06814508 @thekamahsutra @jiahanjimliu @fminside @fmacidphire2185 @spiraloutone @rjccapital @aktiehedonist @agrippainv @babyfolio @mvcinvesting @globalcollapse @theraymyers @oakenshieldvgx @owonine @neuralcadence @adamyoon7 @wsm_97 @accountingds
Top assets mentioned Nebius Group N.V. Class A Ordinary Shares (NBIS) Iris Energy Limited (IREN) Microsoft Corp. (MSFT) Metadium (META) Alphabet Inc Class A (GOOGL) Amazon.com, Inc. (AMZN) NVIDIA Corp. (NVDA) NuCypher (NU) Bitcoin (BTC) Advanced Micro Devices (AMD) Oracle Corporation (ORCL) CoreWeave, Inc (CRWV) Adobe, Inc. (ADBE) RAI Finance (SOFI)
Top Social Posts
Top posts by engagements in the last [--] hours
"🚀 Premire vido de ma chane 📈 Warren Buffett & Peter Lynch (recres en IA) analysent l'action GOOGLE 🔍 GOOG un gant invincible ou cash machine avec des failles 🔗 #Investissement #Google #Buffett #Lynch #Bourse #Alphabet $GOOG https://youtu.be/nGVkeqRYYvssi=PhshnVLu-FzhsLUL https://youtu.be/nGVkeqRYYvssi=PhshnVLu-FzhsLUL"
X Link 2025-05-09T09:56Z [--] followers, [---] engagements
"My investment Thesis on Nebuis $NBIS"
X Link 2025-10-10T08:31Z [---] followers, [---] engagements
"@accounting_ds Perfectly said. $NBIS doesnt need to stretch depreciation or hide behind adjusted metrics. Strong balance sheet real cash flow realistic cycles thats sustainable. $CRWV plays accounting $NBIS plays execution. Big difference"
X Link 2025-10-13T06:59Z [--] followers, [---] engagements
"🚀 Two AI infrastructure rockets two opposite destinies. $NBIS just signed a $17.4B deal with Microsoft. $IREN turned Bitcoin mines into GPU farms. Both are up triple digits in [----] but only one is building a lasting fortress. Nebius vs Iris Energy : My deep dive 👇"
X Link 2025-10-13T22:14Z [---] followers, [----] engagements
"Added to $NBIS today. Its now 19% of my portfolio with the next four names around 9% each. Clear signal of where my conviction lies in the AI infrastructure story"
X Link 2025-10-14T16:34Z [--] followers, [--] engagements
"@RJCcapital $NBIS dropped 6% today as the market cheered $AMD and $IREN after Oracles MI300 deal. But Nebius was never a NVIDIA bet its a compute efficiency play. Its architecture is vendor-agnostic and can integrate $AMD or others anytime. Noise day. Core thesis intact"
X Link 2025-10-14T20:12Z [---] followers, [---] engagements
"$NBIS dropped 6% today as the market cheered $AMD and $IREN after Oracles MI300 deal. But Nebius was never a $NVDA bet its a compute efficiency play. Its architecture is vendor-agnostic and can integrate $AMD or others anytime. Noise day. Core thesis intact"
X Link 2025-10-14T20:12Z [---] followers, [---] engagements
"@beavinvests Owning MWs of power doesnt equal owning the AI future. $IREN sells raw compute a commodity. $NBIS monetizes performance through software orchestration and long-term contracts. One rents electricity the other compounds margins. Different leagues"
X Link 2025-10-14T21:32Z [--] followers, [---] engagements
"@RJCcapital @mvcinvesting @NighthawkTradez @the_stockbull Every 10x jump in compute demand creates new moats for those who scale efficiently. $IREN builds power $NBIS builds performance. In a 1000000x world efficiency compounds faster than energy. Were early"
X Link 2025-10-14T21:34Z [---] followers, [---] engagements
"@Mindset4Money_X $ADBE $AMZN will likely go through a few more flat years until its valuation ratios catch up with those of $GOOG and $META"
X Link 2025-10-16T21:07Z [---] followers, [---] engagements
"@Iammadnan I sold my entire position in $IREN (a small one 5% of my portfolio) right at the open just before the drop. Locked in a +45% profit. I moved it all into $NBIS my main position (21%). I understand the company its moat and its positioning much better"
X Link 2025-10-16T21:16Z [---] followers, [---] engagements
"@FransBakker9812 @DanielR06814508 @TheKamaHsutra @jiahanjimliu Totally agree both can win. $IREN scales bare metal $NBIS scales integration. But worth noting: NBISs 300MW+ Vineland buildout is already contracted via Microsoft. Different lanes yes but NBISs PaaS model compounds faster once capacity ramps"
X Link 2025-10-17T08:15Z [---] followers, [---] engagements
"@DanielR06814508 @jiahanjimliu @TheKamaHsutra @FransBakker9812 We can debate the substance but mockery has never turned a half-true argument into a true one. Yes scheduling problems are known. Solving them at scale profitably across multi-GPU multi-client setups without performance loss is a different story"
X Link 2025-10-17T23:03Z [---] followers, [--] engagements
"@DanielR06814508 @jiahanjimliu @TheKamaHsutra @FransBakker9812 In the end $IREN and $NBIS play in the same league just with different strengths. $IREN masters cost $NBIS masters value. Both can win I just prefer the one that doesnt depend on the price of a kilowatt"
X Link 2025-10-17T23:14Z [--] followers, [---] engagements
"@meeijer True $NBIS isnt short on funding options but theres a difference between potential and liquidity. The $4.3B raise and Microsoft deal fund near-term growth. The ClickHouse stake adds flexibility not instant cash. $NBIS has runway and control"
X Link 2025-10-12T18:34Z [--] followers, [---] engagements
"@TheRayMyers $NU at $15 is better than $SOFI at $28"
X Link 2025-10-16T20:35Z [---] followers, [---] engagements
"@DanielR06814508 @TheKamaHsutra @jiahanjimliu @FransBakker9812 Valid point power is the main constraint. But when MWs are scarce efficiency is the edge. Software that squeezes more training and inference per watt is pure margin. Thats exactly where $NBIS differentiates: density orchestration utilization not raw MW"
X Link 2025-10-17T20:23Z [---] followers, [---] engagements
"@DanielR06814508 @TheKamaHsutra @jiahanjimliu @FransBakker9812 And its not solved. Every hyperscaler still fights for better GPU scheduling latency and model routing. AWS GCP and Oracle have the talent yet none ship full-stack AI infra like $NBIS. Integration is the moat. Efficiency compounds faster than electricity"
X Link 2025-10-17T20:23Z [---] followers, [---] engagements
"@TheKamaHsutra @DanielR06814508 @jiahanjimliu @FransBakker9812 Solid breakdown. I agree with most of your assumptions on power PUE and build costs. $IREN's cost base is hard to beat. Where I diverge a bit is on sustainability: $3/hr and 100% utilization look rich once GPU supply expands and pricing pressure kicks in"
X Link 2025-10-17T22:56Z [---] followers, [---] engagements
"@TheKamaHsutra @DanielR06814508 @jiahanjimliu @FransBakker9812 If that happens margins shrink fast for pure infra plays while $NBIS still has the software + contract layer to protect revenue quality. $IREN wins on cost $NBIS wins on durability. Both can grow but only one compounds through cycles"
X Link 2025-10-17T22:57Z [--] followers, [---] engagements
"@DanielR06814508 @jiahanjimliu @TheKamaHsutra @FransBakker9812 Thats what separates $NBIS from $IREN: one sells raw power the other sells delivered performance. Optimizing GPU use latency and uptime across hundreds of clients means fewer MW sold but more value captured. Thats where software becomes a moat"
X Link 2025-10-17T23:03Z [--] followers, [---] engagements
"@DanielR06814508 @jiahanjimliu @TheKamaHsutra @FransBakker9812 There are open-source librairies for scheduling no doubt. But theres a huge gap between a library and a fully integrated system managing hundreds of clients heterogeneous GPUs and real-time SLAs. Thats where $NBIS stands apart"
X Link 2025-10-17T23:14Z [--] followers, [---] engagements
"@GlobalCollapse @DanielR06814508 @TheKamaHsutra @jiahanjimliu @FransBakker9812 Youre right that part of $NBIS revenue flows downstream through its colocation partners and that naturally compresses early margins compared to a vertically owned model like $IREN. But thats only half the picture"
X Link 2025-10-18T18:09Z [--] followers, [---] engagements
"@GlobalCollapse @DanielR06814508 @TheKamaHsutra @jiahanjimliu @FransBakker9812 NBIS isnt a middleman its building the orchestration SLAs and managed AI platform layer on top of that infra. Those contracts are high-margin sticky and scale much faster than bare-metal capacity"
X Link 2025-10-18T18:09Z [--] followers, [--] engagements
"@GlobalCollapse @DanielR06814508 @TheKamaHsutra @jiahanjimliu @FransBakker9812 So yes $IREN wins on cost per MW but $NBIS compounds on value per client. Both can succeed just with different engines"
X Link 2025-10-18T18:10Z [---] followers, [---] engagements
"@tweetRRANDO @DividendTalks $AMZNs P/E ratio is undergoing a normalization phase with its trajectory moving closer to the valuation ratios of $GOOG and $META suggesting a few more years of potential underperformance for $AMZN"
X Link 2025-10-19T06:57Z [---] followers, [---] engagements
"@DeepValueBagger On his last [--] videos [--] thumbnails mention a 100x. The next Tesla The next AWS AI Millionaires Big Bet This is big. He's a pumper selling dreams to promote your paid program"
X Link 2025-10-19T14:02Z [---] followers, [---] engagements
"@Aktiehedonist Thats a very high-level analysis probably one of the most lucid and balanced takes on $NBIS Ive read so far. A few reflections:"
X Link 2025-10-19T17:14Z [---] followers, [----] engagements
"Thats a very high-level analysis probably one of the most lucid and balanced takes on $NBIS Ive read so far Nebius Group ( $NBIS ) My Base Case for End of [----] Spent alot of time on $NBIS this week and here is my updated price target at the end of [----]. When I first studied $NBIS it was easy to mistake it for another cloud aspirant fighting the hyperscalers. That framing no longer https://t.co/5IsJi3X4tk Nebius Group ( $NBIS ) My Base Case for End of [----] Spent alot of time on $NBIS this week and here is my updated price target at the end of [----]. When I first studied $NBIS it was easy to"
X Link 2025-10-19T17:15Z [---] followers, [---] engagements
"@Aktiehedonist I completely agree. I also see potential asset sales like ClickHouse or Avride as smart non-dilutive ways to fund growth. And for me the real moat isnt cheap power its how $NBIS converts every megawatt into efficient high-margin compute. Thats where it compounds"
X Link 2025-10-19T17:53Z [---] followers, [---] engagements
"@dividendology $QCOM $STZ $ZM etc"
X Link 2025-10-19T18:20Z [--] followers, [---] engagements
"@TopTechStocksUS Good point on staying calm but lets stay factual too. Retail holds 50% of $NBIS which explains volatility. Still theres no clear sign of hedge funds forcing sales. The -2% institutional drop looks more like normal rebalancing than a coordinated pressure move"
X Link 2025-10-21T14:55Z [---] followers, [---] engagements
"In [--] years of investing Ive never been this calm during a steady slide. $NBIS keeps drifting lower yet each dip makes me more convinced Im standing right before a major upside. Maybe Ill be wrong but thats genuinely how it feels right now"
X Link 2025-10-21T17:47Z [--] followers, [--] engagements
"In [--] years of investing Ive never been this calm during a steady slide. $NBIS keeps drifting lower yet each dip makes me more convinced Im standing right before a major upside. Maybe Ill be wrong but thats genuinely how it feels right now"
X Link 2025-10-21T18:00Z [---] followers, [---] engagements
"@fminside @FMAcidphire2185 Also if something gets posted a [---] times maybe its something they could have realized if they had just taken the time to test the game internally at least once before releasing a beta they had two years to prepare"
X Link 2025-10-27T12:59Z [---] followers, [---] engagements
"@FMAcidphire2185 @fminside This amount of bugs and UI/UX mistakes after [--] years isn't acceptable It's a massive fail. Theyre hiding their intentions they wanted to turn a PC game into a console game they did it at the massive expense of the keyboard/mouse experience their core players for the past 20y"
X Link 2025-10-27T13:56Z [---] followers, [---] engagements
"@FMAcidphire2185 @fminside Im not talking about things Im lost with because theyve changed UI. Im talking about things that now take two three four times more clicks than before to access information or perform an action. Thats a disaster"
X Link 2025-10-27T14:28Z [---] followers, [--] engagements
"@FMAcidphire2185 @fminside When youve had two years to make a comeback especially after teasing a revolution and you deliver a poor UX how can that not be called a disaster"
X Link 2025-10-27T14:47Z [---] followers, [--] engagements
"@FMAcidphire2185 @fminside This sentence could just as easily describe your speech. What a waste of time. Youre right. The UI is great youre great. Congratulations"
X Link 2025-10-27T18:57Z [---] followers, [--] engagements
"🚨 $NBIS just confirmed integration of $NVDA s Nemotron Nano [--] VL into Nebius AI Studio. Not just a tech update its a structural shift ✅ Official NVIDIA partner ✅ Full-stack AI platform (infra + software) ✅ SaaS-like ARR coming ✅ 7080% margins ahead Rerating starts now"
X Link 2025-10-28T19:36Z [---] followers, 27.9K engagements
"@YungAds_ @Scioizmir35 I wish you good luck if youre trying to get that from ChatGPT. I do a lot of things with ChatGPT but it has its limits"
X Link 2025-10-28T20:41Z [---] followers, [--] engagements
"If true this is massive🚨 NVIDIAs attempt to standardize AI cloud UX with DGX Lepton couldve killed margins across the neocloud space but its now collapsing under its own weight. This clears the runway for $NBIS and other full-stack AI clouds to dominate. BREAKING: A couple months ago NeoClouds were scared that NVIDIAs DGX Lepton was going to commoditize their margins. This is no longer the case as NVIDIA is already on a path to ruin DGX Lepton. We will break it down below 👇 The premise of why DGX Lepton was could potentially https://t.co/sMid5bnqfR BREAKING: A couple months ago NeoClouds"
X Link 2025-10-31T11:17Z [---] followers, [---] engagements
"@OakenshieldVGX $IREN may look cheaper per GW but $NBIS generates $910B ARR/GW at 75-80% margins vs $8B/GW at 45-55% for $IREN So every GW at $NBIS is [--] more profitable and scales through software not concrete Cheap watts valuable watts"
X Link 2025-11-01T21:44Z [---] followers, [---] engagements
"@_Sgr_A_Star @OakenshieldVGX Not really mate. IRENs own Q3 FY25 shows $148M total revenue and $3.6M from AI Cloud with 56% adj. EBITDA margin. Thats $350400M ARR per GW not $10B. 90% margin only applied briefly to BTC mining hardware. Facts vibes"
X Link 2025-11-02T09:02Z [---] followers, [--] engagements
"$NBIS vs $IREN : Same client opposite stories IREN is building the walls NBIS is building the platform One sells megawatts the other sells performance Thats why NBIS earns software margins while IREN earns utility margins Full breakdown: NBISMSFT deal vs IRENMSFT deal"
X Link 2025-11-04T09:00Z [---] followers, 77.9K engagements
"@Agrippa_Inv 1/ Even with 0% convertibles IRENs model remains capex-heavy every MW still demands billions upfront. Changing the funding mix doesnt fix that 2/ NBIS isnt selling bare metal the MSFT deal explicitly includes its orchestration layer. Its a true AI cloud"
X Link 2025-11-04T22:51Z [---] followers, [----] engagements
"@owoNine @Agrippa_Inv The $2B prepayment lowers short-term financing costs but doesnt change IRENs capex-heavy model. And no NBISs deal isnt colocation MSFT is paying for a full AI cloud service including orchestration and software not just hosting GPUs"
X Link 2025-11-04T22:53Z [---] followers, [---] engagements
"What to expect and what NOT to expect for Nebius Q3 earnings on Tuesday 🔎 $NBIS"
X Link 2025-11-09T20:39Z [---] followers, 29.2K engagements
"@WSM_97 Thats exactly the point Q3 isnt where the acceleration shows up. The real step-change comes as new capacity ramps in Q4 and into [----] If expectations get too high for this call it just sets people up for unnecessary stress The thesis hasnt changed no need to rush the story"
X Link 2025-11-09T22:04Z [---] followers, [---] engagements
"@Spiralout_one Agree on no new hyperscaler this call. On FY2026 ARR could go either way. Last years early guidance came with clearer pipeline. This time capacity ramps in Q4/early [----] so they may wait. If theres no FY2026 guide yet its not bearish just timing"
X Link 2025-11-09T22:08Z [---] followers, [---] engagements
"@Spiralout_one Maybe Im not too attached to the exact revenue print this quarter. Q3 is basically the setup Q4 and Q1 are where the real capacity ramps start showing in the numbers. So Ill be watching timelines + guidance more than the headline revenue number here"
X Link 2025-11-09T23:24Z [---] followers, [---] engagements
"@kuchmd Vineland revenue starts small in Q4 and ramps through [----]. The Microsoft deal is a capacity ramp curve not a switch. The impact shows when utilization is high not when the site flips on"
X Link 2025-11-10T16:32Z [---] followers, [---] engagements
"@DollarCostAvg Capacity isnt a moat. Capital solves capacity. What matters is $/MW yield. $IREN can earn $5080M ARR per GW. $NBIS guides toward $700900M ARR per GW-equivalent once fully loaded. The winners wont be the biggest warehouses but the highest-yield platforms"
X Link 2025-11-11T20:16Z [---] followers, [----] engagements
"@CryptoSlagiguy @RJCcapital We are talking about investing not drawing red rectangles on a graph"
X Link 2025-11-11T20:29Z [---] followers, [--] engagements
"@StockSavvyShay @mweinbach Great visual but this framing is misleading. The $650B isnt what users must pay its the aggregate productivity value AI needs to create for a 10% ROI. The returns wont come from $180 Netflix subs but from efficiency gains across every industry"
X Link 2025-11-12T13:35Z [---] followers, [----] engagements
"@yianisz Absolutely nailed it. This is the cleanest explanation of why $NBIS isnt just another AI infra play. They solved the constraint everyone else is stuck in. Not a hype story a structural edge. Best summary Ive seen since the earnings call"
X Link 2025-11-12T13:52Z [---] followers, [---] engagements
"How do you handle your emotional position in $NBIS Heres the formula to apply: Number of shares you own x your 3-year target price = real value of your investment if you're ready to ignore the short term. So what's your price Tell me"
X Link 2025-11-14T13:13Z [---] followers, [---] engagements
"@Cladounnet @xSangOr En direct oui mais tu remarqueras en replay durant les reportages pendant le week-end Canal floute le sponsor de McLaren"
X Link 2025-11-15T08:34Z [---] followers, [--] engagements
"@NeuralCadence Great work But a few questions. Some US ramp assumptions seem quite high no And [---] MW for New Jersey in Q4 [----] looks above what management hinted. Same for 76B ARR which is the top of their [----] range. Isnt this more base bull than base case"
X Link 2025-11-16T16:11Z [---] followers, [---] engagements
"@BetaEleven @NeuralCadence Numbers look clean but the curve is fully smoothed. Mgmt never guided for a steady monthly ramp they talked about big steps when sites and GPUs go live. 8B by Dec [--] might happen but with that shape it looks like a base-bull scenario not guidance"
X Link 2025-11-16T16:21Z [---] followers, [--] engagements
"Thats not accurate. MSFTs Nebius contract isnt bare-metal its a full AI cloud service with orchestration and software as stated in filings and by management. And Nebius doesnt colocate to Data One they build and operate their own sites with JV partners for land and power. Both $NBIS and $IREN are capex heavy yes but the service models arent the same at all. NBIS runs a multi-tenant AI platform IREN sells industrial bare-metal capacity"
X Link 2025-11-16T23:25Z [---] followers, [--] engagements
"Youre mixing two layers. [--]. Azure doesnt run on top of Nebius. Microsoft is not deploying Azure software inside Nebius DCs. They are renting AI compute capacity delivered as a service with Nebiuss own orchestration stack (Aether training systems scheduler monitoring compliance). Thats exactly what NBIS management has explained repeatedly: MSFT consumes Nebiuss platform not the other way around. [--]. Collocation is also not the right term here. Nebius is not a tenant in Data Ones DCs. These are Nebius-operated facilities with JV-style arrangements for land construction and power. Thats why NBIS"
X Link 2025-11-16T23:53Z [---] followers, [--] engagements
"@FransBakker9812 @midlevelcruiser @theBTCMiningGuy @MikePowerX @chrisguz @NotFinancial Land and power matter agreed. But NBIS doesnt resemble $CRWV or $ORCL because the economics come from multi tenant utilization and software driven revenue per MW. $IREN and $NBIS scale two different layers so the comparison breaks down"
X Link 2025-11-17T08:00Z [---] followers, [---] engagements
"@MarkosAAIG @babyfolio Thats nothing else even if there is absolutely no scientific evidence of efficiency"
X Link 2025-11-17T11:36Z [---] followers, [--] engagements
"I think this interpretation misses the nature of Nebius business model. Yes opex is growing faster in absolute dollars than revenue but thats normal for a hyperscaler in a capacity-constrained build-out phase. AWS GCP and Azure all had multi-year stretches where GAAP EPS looked terrible while they were laying down the infrastructure that later produced massive operating leverage. A few key points: - Nebius is sold out not demand-limited. Opex is what unlocks future revenue not a sign of weakness. - The core infra business already shows healthy unit economics with 19% adjusted EBITDA margin at"
X Link 2025-11-19T18:47Z [---] followers, [---] engagements
"$NVDA Earnings Impact on $NBIS"
X Link 2025-11-20T12:20Z [---] followers, [---] engagements
"@JG_Nuke Yes but being smart doesn't necessarily mean being right"
X Link 2025-11-21T08:49Z [---] followers, [--] engagements
"Michael Burry is smart and he sees hyperscalers extending CAPEX depreciation timelines and calls it accounting fraud. Jensen Huang is probably just as brilliant and he says GPUs from five years ago are still running at full capacity. One reads financial statements and his domain is finance the other runs the biggest AI business in the field every day"
X Link 2025-11-21T08:54Z [---] followers, [--] engagements
"If theres an AI CAPEX bubble forming it isnt on $NBIS. Hyperscalers will spend the money anyway whether theyre right or wrong about long-term demand. And the companies that capture that spending arent the hyperscalers theyre the suppliers that can deliver capacity faster than them. $NBIS is on the receiving end of the wave not the risky side of it"
X Link 2025-11-21T14:43Z [---] followers, 46.4K engagements
"Totally. If the market decides AI capex from $META $GOOG $MSFT etc. is bad it can drag down the whole supply chain no matter how strong the underlying businesses are. In the short term nobody is spared. Where I disagree a bit is on the long-term side. Hyperscalers can slow the narrative but they cant slow the math. Compute demand doesnt shrink just because sentiment does. And $NBIS isnt trading on hope its trading on contracts already signed. Thats why Im not really worried about the long-term outlook fading"
X Link 2025-11-22T10:47Z [---] followers, [---] engagements
"Margins arent disclosed deal-by-deal but we do have a signal: $NBIS already hit 19% EBITDA margin on its core AI infra business while the big hyperscaler contracts are just starting to ramp. These $MSFT & $META deals are long-term high-utilization agreements so the economics look much closer to solid infra-style margins than to thin spot GPU rentals. As they bring more capacity online those long-term contracts should help margins not push them down"
X Link 2025-11-22T10:55Z [---] followers, [---] engagements
"Valid point on the balance sheet intensity. But distinguish the risks: Hyperscalers take the "Product Market Fit" risk (will AI generate revenue) Suppliers take the Execution risk. If the AI bubble bursts the Hyperscaler is left with empty software. The supplier is left with hard assets and a contract. I prefer the latter"
X Link 2025-11-23T02:31Z [---] followers, [---] engagements
"Great framework spot on regarding the value chain hierarchy. One critical correction: $NBIS was never a Bitcoin miner. They are a Big Tech spin-off (ex-Yandex). That 'Tech DNA' (not Miner DNA) is exactly why they have the software stack to sit in Category [--] on Day [--] while others struggle to climb the ladder"
X Link 2025-11-24T13:43Z [---] followers, [---] engagements
"@Aktiehedonist It was specifically this line under "Why This Matters: Every company here started as a Bitcoin miner." Since $NBIS is part of the [--] companies you mapped it got swept into that bucket. But its a minor detail the Category [--] framework is excellent. Great job"
X Link 2025-11-24T13:52Z [---] followers, [---] engagements
"The Prosus case study is the smoking gun against the 'Winner Takes All' thesis. It proves that Enterprises are fragmenting their stack for performance: they keep Databricks for Data but pick Nebius for heavy Inference because the latency/cost ratio is superior. Its not a zero-sum game its a best-of-breed economy"
X Link 2025-11-24T14:09Z [---] followers, [---] engagements
"Strong evidence now points to $NBIS as the likely end-user behind the land upsize in Frankfort Indiana from [---] to [----] acres. This isnt incremental capacity its a gigawatt-scale backbone securing the 2027+ growth runway. Full memo:"
X Link 2025-11-24T17:33Z [---] followers, 16.7K engagements
"@genZinvest0r Interesting theory. The 22M closing block is almost certainly MSCI World flows. This is exactly the type of liquidity window where a small portion of an ATM could be slipped in but a full single-block execution would be unusual. Watch selling pressure in the next few sessions"
X Link 2025-11-25T07:59Z [---] followers, [----] engagements
"Dont call $NBIS a neocloud call them a new hyperscaler. (Great job @daniel_koss & @itsalasdairmann 👏🏻) Interview with $NBIS @nebiusai CRO @marcboroditsky & @itsalasdairmann If you enjoy the podcast please share it with someone whod appreciate it. Thank you ❤ Timestamps: 00:00 Introduction to Mark Boroditsky and Nebius 00:41 Landing Major Deals with Microsoft and Meta 02:56 https://t.co/qmvDSmQY2T Interview with $NBIS @nebiusai CRO @marcboroditsky & @itsalasdairmann If you enjoy the podcast please share it with someone whod appreciate it. Thank you ❤ Timestamps: 00:00 Introduction to Mark"
X Link 2025-11-25T08:07Z [---] followers, [----] engagements
"Portfolio update $NBIS"
X Link 2025-11-28T12:51Z [---] followers, 44.3K engagements
"I spent a long time trying to do what is usually recommended between [--] and [--] positions but every time I ended up selling my lowerconviction holdings to go back to a comfort zone of [--] to [--] positions. Until September my portfolio was made of $GOOG $NU $ASML $NBIS $KRYS $CRMD $MDGL $VRT $SMCI but for the first time I have absolute confidence that the best move is to be fully invested in my strongest conviction because that conviction is so high"
X Link 2025-11-28T12:58Z [---] followers, [----] engagements
"@CaesarCapitalz Joking aside Nebius stakes in Avride ClickHouse Toloka and TripleTen make $NBIS a far more diversified bet than it looks on the surface I love it"
X Link 2025-11-29T11:51Z [---] followers, [---] engagements
"@redbullracing Shame on you. Get rid of your toxic corporate culture"
X Link 2025-12-01T12:01Z [---] followers, [---] engagements
"5. VALUATION PRICING FEAR IGNORING STRUCTURE At current levels Nebius trades at 23x forward ARR a valuation implying commoditization and execution failure. Under orderly execution (declining capex per unit of revenue visible MW activation controlled dilution) a 56x normalized ARR multiple becomes defensible. This re-rating is earned operationally not narratively"
X Link 2025-12-13T16:26Z [---] followers, [--] engagements
"6. RISKS EXPLICIT AND MONITORED Key Risks: - Power delivery delays permitting or supply chain bottlenecks. - Higher-than-expected dilution or adverse financing terms. - Contract economics opacity: hyperscaler deal margins and pass-through ramp timing. - Lag between capital deployment and cash-flow realization. These risks explain the current discount they do not invalidate the thesis"
X Link 2025-12-13T16:28Z [---] followers, [--] engagements
"$NBIS End of [----] Price Target : Markets are driven by sentiment as much as fundamentals and sentiment is cyclical. If Nebius executes on its roadmap ($79B ARR) it becomes increasingly difficult to justify $NBIS trading below $160. At $160 the stock would still trade at roughly 5x P/S. For a hyperscaler-scale business operating at full utilization growing triple digits with multi-year contracted revenue visibility a sub-5x P/S multiple implies persistent execution risk rather than neutral fundamentals"
X Link 2025-12-14T12:50Z [---] followers, 13.9K engagements
"FEAR IN AI The Oracle selloff wasnt about AI demand but capex execution risk. $ORCL Nebius is different : demand largely visible growth constrained by activation not customers. $NBIS At 23x forward ARR the market prices fear not structure"
X Link 2025-12-15T13:26Z [---] followers, 12K engagements
"@WealthyReadings At $100 you were paying single-digit multiples on [----] numbers for triple-digit growth Hindsight is the cheapest commodity on this app"
X Link 2025-12-17T09:38Z [---] followers, [---] engagements
"Youre framing this as a binary choice between demand exists so you must overspend and demand doesnt exist so valuations collapse. That logic works in capital-light software. It breaks in capital-intensive infrastructure. Nebius is not delaying growth because it doubts demand. It is sequencing deployment because in AI infrastructure mis-timed capex destroys equity value. Oracles recent correction is not a demand signal. Its an execution and cash-flow timing signal. The risk Nebius is optimizing against is not missing demand but surviving the build-out phase without balance sheet damage"
X Link 2025-12-18T16:04Z [---] followers, [--] engagements
"@LiebermanAustin Kids $GOOG $META $NFLX $AI.PA $AMZN Me $NBIS $NU $KRYS $MRVL $CRMD Grandma $AI.PA $MA $GOOG $AMZN $SPGI ( $AI.PA Air Liquide rival of $LIN Linde)"
X Link 2025-12-26T21:28Z [---] followers, [---] engagements
"My position in $NBIS is now complete. At 90% of the portfolio barring a major drop which I would view as an opportunity it is fully sized. I don't plan on selling a single share for years. To be honest I have never been this excited about a stock. On paper [----] looks absolutely explosive for Nebius and I simply can't wait to watch the thesis unfold. The setup is generational. 🍿🚀 Moving forward 100% of my fresh capital will now be used to build [--] new high-conviction pillars: $NU $KRYS $MRVL $MDGL $CRMD Deep dives on these new positions coming soon."
X Link 2025-12-27T14:39Z [---] followers, 40.5K engagements
"@Spiralout_one Totally agree. The risk/reward on $CRMD is skewed heavily to the upside just like early $NBIS. It seems we hunt in the same woods. Any other tickers you're tracking right now that fit this profile Always looking for new ideas"
X Link 2025-12-27T15:52Z [---] followers, [----] engagements
"@Spiralout_one Thanks. Im going to dive into the filings and dig deeper into the thesis this week. Always appreciate fresh ideas"
X Link 2025-12-27T17:18Z [---] followers, [---] engagements
"For me the thesis doesnt hinge on OpenAIs research pace. Demand is not driven by one lab but by a structural shift: AI moving from tools to operating systems. Compute demand now comes from: enterprise software rewriting stacks with AI inference at scale not frontier research always-on agents copilots workflows companions. $NBIS is not a bet on who trains the next model. Its a bet on persistent infrastructure-level demand for compute already contracted via hyperscalers. If one actor slows others fill the capacity. The constraint isnt demand. Its MW online"
X Link 2025-12-27T17:24Z [---] followers, [----] engagements
"Fair question. The long game isnt "build data centers forever" Its owning scarce high-quality MW at the exact moment AI shifts from experiments to infrastructure. Growth doesnt stop once the DCs are built. It changes: - inference replaces bursty training - workloads become always-on - utilization per MW rises - software and orchestration compound on top of the same physical base. Supply will catch up one day sure. But well-located power-secured efficiently cooled MW dont commoditize overnight. For me $NBIS isnt about endless expansion its about extracting more value from each MW over time"
X Link 2025-12-27T21:34Z [---] followers, [----] engagements
"YTD update My portfolio: +3% The market: +0.5% Thats a x6 vs the market 🚀 Join my course First month free (then only $10000 per day) Believe in yourself 💪🏻 $NBIS to the moon🌙 https://twitter.com/i/web/status/2007100194119143617 https://twitter.com/i/web/status/2007100194119143617"
X Link 2026-01-02T14:42Z [---] followers, [---] engagements
"Why are accidents that happened after the introduction of the halo the ones being used Because people only believe what they can see. I cited four accidents that happened before and you questioned them even going as far as saying that Bianchi would have died anyway with the halo. The halo was literally introduced after Jules Bianchis accident to make sure that this never happens again. Yes tires can bounce off the halo just like they can off any other part of the car. Why would that be more dangerous for spectators in case of a rebound I find that argument irrelevant"
X Link 2026-01-05T07:40Z [---] followers, [--] engagements
"@zhong_zack Ive obviously studied the stock. I think it will also be a winner of the AI megatrend but I nonetheless preferred the $NBIS case. I may do an $IREN analysis in the future yes"
X Link 2026-01-13T13:07Z [---] followers, [---] engagements
"ADOBE $ADBE Will AI Kill the $9.9B Cash Machine Adobe has dropped 38% from its [----] highs. The market's question: can Creative Cloud survive when AI generates images in seconds Yesterday's 5.4% drop on Apple Creator Studio was just the latest panic. The real fear is deeper: AI commoditizing creative work. The stock now trades at $304. Wall Street consensus: $406 (+31%). I'm looking at the numbers. The Setup [--] million Creative Cloud subscribers. Generates $9.9B in annual free cash flow at 41% FCF margin. 45.6% operating margins. $5B+ in AI-influenced ARR already monetized. 90%+ retention"
X Link 2026-01-15T14:30Z [---] followers, [---] engagements
"Full analysis : https://open.substack.com/pub/axellynch/p/meta-and-microsoft-the-demand-riskr=18o229&utm_medium=ios&shareImageVariant=overlay https://open.substack.com/pub/axellynch/p/meta-and-microsoft-the-demand-riskr=18o229&utm_medium=ios&shareImageVariant=overlay"
X Link 2026-01-29T18:19Z [---] followers, [----] engagements
"@ValuePlay52109 https://open.substack.com/pub/axellynch/p/meta-and-microsoft-the-demand-riskr=18o229&utm_medium=ios&shareImageVariant=overlay https://open.substack.com/pub/axellynch/p/meta-and-microsoft-the-demand-riskr=18o229&utm_medium=ios&shareImageVariant=overlay"
X Link 2026-01-29T18:19Z [---] followers, [----] engagements
"What to Expect from Nebius $NBIS Q4 Results Nebius will report Q4 results on February [--]. This quarter is highly anticipated for one simple reason: for the first time it will start providing answers to the only question that really matters now. Not demand. Thats already signed. But execution. Nebius has secured massive backlog with Microsoft $MSFT and Meta $META ($20B+). The market doesnt doubt hyperscaler interest. What its waiting to see now is whether this capacity can be delivered on time activated and converted into recurring revenue. The volatility in the stock reflects this"
X Link 2026-02-02T21:02Z [---] followers, [--] engagements
"Meta and Microsoft Just Reported. What Changed for Nebius. $META $MSFT $NBIS"
X Link 2026-01-29T13:40Z [---] followers, 48.9K engagements
"@BottomUpEquity Stifel nailed the beat & raise call UGG execution was solid. The question now isnt execution its asymmetry after the rally. At 17.5x FY26 $DECK looks fairly valued. The setup improves again closer to $105110"
X Link 2026-02-01T16:07Z [---] followers, [--] engagements
"@Spiralout_one @romanchernin @elliot_garreffa Thanks Im a bit less familiar with CoreWeave. After checking I adjusted the assumed valuation multiple for the [----] ARR"
X Link 2026-02-06T13:44Z [---] followers, [--] engagements
"DLOCAL Analysis $DLO The $0 CAC Platform That Connects Tech Giants to [--] Billion People I just published my complete analysis of dLocal $DLO - my newest position at 9% of my portfolio. The numbers are even more compelling than I expected at $14.39. The Setup $10.4 billion TPV. +59% year-over-year. Fourth consecutive quarter above 50% growth. Clients include Amazon Microsoft Meta Netflix. 18% net margin 149% NRR. Trading at a PEG of [----]. Most investors see an emerging markets fintech risk. I see something different. Three Numbers That Tell the Story $0 - What dLocal spends on customer"
X Link 2026-01-26T12:44Z [---] followers, [---] engagements
"What to Expect from Nebius $NBIS Q4 Results Nebius will report Q4 results on February [--]. This quarter is highly anticipated for one simple reason: for the first time it will start providing answers to the only question that really matters now. Not demand. Thats already signed. But execution. Nebius has secured massive backlog with Microsoft $MSFT and Meta $META ($20B+). The market doesnt doubt hyperscaler interest. What its waiting to see now is whether this capacity can be delivered on time activated and converted into recurring revenue. The volatility in the stock reflects this"
X Link 2026-02-03T13:14Z [---] followers, 16.5K engagements
"Nebius $NBIS : What Roman Chernins Interview Elliot Garreffa Really Reveals INTERVIEW ANALYSIS Roman Chernin @romanchernin (Chief Business Officer at Nebius) just gave an interview to Elliot Garreffa @elliot_garreffa that clarifies the companys real strategy. And its radically different from how the company is currently being priced. The Microsoft $MSFT ($17-19B) and Meta $META ($3B) deals are not the business model - theyre financing tools to build a specialized AI cloud for the mid-market. The market values Nebius as an infrastructure subcontractor. Chernin explicitly says this is wrong."
X Link 2026-02-06T13:43Z [---] followers, 36K engagements
"@AdamYoon7 Does asking for proof of something that can be so easily photoshopped still really make sense I held $DLO and $NU which I was very happy with as other positions but at $75 I decided to put everything into $NBIS again"
X Link 2026-02-06T15:59Z [---] followers, [----] engagements
"Where are the CapEx going Here's the answer: 45% of cloud spending ends up at Nvidia. $NVDA trades at 26x [----] earnings with +59% growth. PEG: [---] $META $MSFT $AMZN $GOOG are spending a quarter trillion on GPUs. The market says "NVDA is too expensive." One of them is wrong. https://twitter.com/i/web/status/2020854631530656138 https://twitter.com/i/web/status/2020854631530656138"
X Link 2026-02-09T13:37Z [---] followers, [----] engagements
"Interesting take and there are clearly some positive signals in what you're listing. But I think we need to be careful not to turn a collection of clues into a foregone conclusion. A few important nuances in my view: - The process-of-elimination reasoning ( $IREN announces nothing $NBIS "must have something") is suggestive not conclusive. The absence of news elsewhere isn't proof of upside here. - The bull case of $7-9B ARR by end of [----] is possible but it's not yet the base case scenario. Everything depends on the activation pace (active MW) not signed contracts or committed capex. - $5B"
X Link 2026-02-10T13:25Z [---] followers, [---] engagements
"$NBIS Q4 Pre-Earnings Reading Framework How Ill Read the February [--] [----] Results THE [--] NUMBERS TO WATCH [--]. ARR end-2025 (guidance: $900M-$1.1B) 🟢 $1B strong execution 🟡 $900M-$1B in-line 🔴 $900M credibility test [--]. Active MW end-2025 (Q3 baseline: [---] MW) 🟢 [---] MW ahead of schedule 🟡 120-150 MW on track 🔴 [---] MW ramp speed questions [--]. [----] Guidance ($7-9B ARR) 🟢 Maintained confidence intact 🔴 Adjusted credibility under pressure SECONDARY SIGNALS Core EBITDA margin: 18%+ = solid 15% = pricing questions Cash: $4-5B (critical for [----] financing) EXPECTED CLARIFICATIONS $MSFT/ $META"
X Link 2026-02-11T10:06Z [---] followers, 12.6K engagements
"Portfolio update : Sometimes market irrationality forces a return to fundamentals. 100% $NBIS https://twitter.com/i/web/status/2021587526859821235 https://twitter.com/i/web/status/2021587526859821235"
X Link 2026-02-11T14:10Z [---] followers, 11.5K engagements
"Fair point. I agree technicals can reflect positioning and short-term sentiment especially into earnings. Theyre useful to gauge where the pressure is building. My only pushback is that ahead of a binary event like this price action often reflects risk reduction more than information. Tomorrow its ARR active MWs and guidance that decide. Everything else is secondary. https://twitter.com/i/web/status/2021717146984714248 https://twitter.com/i/web/status/2021717146984714248"
X Link 2026-02-11T22:45Z [---] followers, [--] engagements
"What the $NBIS Earnings Call Taught Us On February [--] [----] Nebius reported Q4 [----] results. The market reacted negatively in pre-market (-7% ultimately flat) on a revenue miss despite massive ARR. The earnings call brought critical clarifications. Here's what you need to know. THE REVENUE "MISS" WAS A TIMING ISSUE 🟢 The number that spooked the market: Q4 Revenue: $227.7M vs $245M consensus 🔴 What the call clarified: 🟢🟢🟢 Dado Alonso (CFO): "The difference between ARR and revenue is logical. Our revenues and ARR reflect the deployment schedule of our capacity throughout the year with the"
X Link 2026-02-12T15:54Z [---] followers, [----] engagements
"NU HOLDINGS $NU The $7 Customer That Generates $270 I just published my complete analysis of Nubank - and the numbers are harder to ignore than I expected. The Setup [---] million customers. More than the populations of France and Germany combined. Third-largest financial institution in Brazil. Growing 40%+ annually. Trading at a PEG of [----] (Finviz data) Most investors see just another fintech. I see something different. Three Numbers That Tell the Story - $7 - What Nubank spends to acquire a customer (vs $300-600 for traditional banks) - 71% - Percentage of customers who come through"
X Link 2026-01-11T16:48Z [---] followers, [----] engagements
"NEBIUS Analysis $NBIS Building AI Infrastructure fast With $20B+ Pre-Sold I just published my complete analysis of Nebius - my largest position at 89% of my portfolio. The Setup Pure-play AI infrastructure. Builds GPU clusters in 12-18 months vs 24-36 industry standard. Microsoft contracts worth $17-19B. Meta contracts worth $3B. Guidance $7-9B ARR by end-2026 with over half already contracted. Most investors see risky capital-intensive infrastructure. I see pre-sold capacity trading at a massive discount. Three Numbers That Tell the Story 50% - Percentage of the $7-9B [----] ARR guidance"
X Link 2026-01-13T12:07Z [---] followers, [----] engagements
"What a incredible pleasure to have had the opportunity to buy $NBIS at $75. I repeat. Seventy-five dollars"
X Link 2026-02-05T17:43Z [---] followers, 18.6K engagements
"Sometimes market irrationality forces a return to fundamentals. $NBIS at 75$ I sold all my other stocks to return to the one where I feel comfortable: 100% $NBIS"
X Link 2026-02-06T15:07Z [---] followers, 25.4K engagements
"@kuchmd Haha Ill stay on the investor side 😚 Im not trying to spin it just to read what actually matters. Headline revenue and capex noise grab attention. ARR at $1.25B and [---] MW active ahead of plan tell you what the machine is really doing. Execution optics"
X Link 2026-02-12T17:28Z [---] followers, [--] engagements
"Good question. I think the market is over-focusing on accounting depreciation and under-focusing on economic utilization. Three points: 1/ Prepaid contracts reduce residual value risk Nebius ended Q4 with $1.6B in deferred revenue. A large portion of capacity is contracted multi-year. If GPUs are fully utilized under prepaid agreements the economic return is largely captured upfront. Depreciation impacts accounting not necessarily cash economics. 2/ Market pricing contradicts the thesis On the call management noted Hopper systems are sold out with 12+ month renewals and pricing nudging"
X Link 2026-02-12T17:34Z [---] followers, [--] engagements
"I get the speedrun analogy the roadmap is aggressive and that naturally makes people uncomfortable. But at some point it stops being a story and starts being numbers. $1.25B ARR 170MW active vs [---] guided $MSFT delivered on time $META in service positive OCF thats execution not belief. You dont need to believe for the financials to work. You need to believe they can sustain this pace. Thats where the debate actually is. https://twitter.com/i/web/status/2022011905259319620 https://twitter.com/i/web/status/2022011905259319620"
X Link 2026-02-12T18:16Z [---] followers, [---] engagements
"$DECK Deckers Outdoor Post-Q3 update Rated 88/100 on my January watchlist. Q3 results were released on Friday: a clean beat across the board (+18% HOKA +13% EPS guidance raised). The stock jumped +20% in a single session. Issue: at $119 my score drops to 79/100. The business is exceptional (36% ROCE 22.5% margins A+ management massive international runway) but the market is already pricing in excellence. P/E 17.5x PEG 1.8x asymmetry 0.7:1 fair value no longer cheap. I am no longer a buyer at these levels. I unfortunately couldnt enter the position as I was focused on the top four names in my"
X Link 2026-02-01T15:51Z [---] followers, [---] engagements
"@DOMOCAPITAL The buybacks are real and very well executed. $348M at $92 in Q3 and $813M YTD at $101 is excellent capital allocation. That said buybacks support EPS and downside protection they dont automatically justify a move back to $200 without a steeper FY27 growth slope"
X Link 2026-02-01T16:10Z [---] followers, [--] engagements
"$NBIS Q4: Execution Validates the Thesis 🎉 Key metrics Revenue $227.7M vs $245M est 🔴 (miss) ARR $1.25B vs $900M-$1.1B guide 🟢🟢🟢 (+14% beat) Active MW [---] vs [---] baseline Q3 🟢🟢🟢 (+70%) Adj EBITDA 24% margin (vs 15-17% expected) 🟢🟢 Operating Cash Flow +$834M (first positive quarter) 🟢🟢🟢 🎉 [----] guidance $7-9B ARR maintained 🟢 (implies 5.6-7.2x growth) 3GW contracted 🟢🟢 (raised from 2.5GW) 2GW already secured today 🟢🟢🟢 (9mo ahead) 800MW-1GW connected power by YE 🟢 Execution signals $MSFT first tranche delivered on time 🟢🟢 $META fully in servicing stage 🟢🟢 $1.6B deferred"
X Link 2026-02-12T12:42Z [---] followers, 21.9K engagements
"It was only [--] days ago. $75 was absurdly irrational. Up 30% since. $NBIS What a incredible pleasure to have had the opportunity to buy $NBIS at $75. I repeat. Seventy-five dollars. https://t.co/aFFQ5uak6s What a incredible pleasure to have had the opportunity to buy $NBIS at $75. I repeat. Seventy-five dollars. https://t.co/aFFQ5uak6s"
X Link 2026-02-15T10:04Z [---] followers, [----] engagements
"$NBIS Q4: Execution Validates the Thesis 🎉 Key metrics Revenue $227.7M vs $245M est 🔴 (miss) ARR $1.25B vs $900M-$1.1B guide 🟢🟢🟢 (+14% beat) Active MW [---] vs [---] baseline Q3 🟢🟢🟢 (+70%) Adj EBITDA 24% margin (vs 15-17% expected) 🟢🟢 Operating Cash Flow +$834M (first positive quarter) 🟢🟢🟢 🎉 [----] guidance $7-9B ARR maintained 🟢 (implies 5.6-7.2x growth) 3GW contracted 🟢🟢 (raised from 2.5GW) 2GW already secured today 🟢🟢🟢 (9mo ahead) 800MW-1GW connected power by YE 🟢 Execution signals $MSFT first tranche delivered on time 🟢🟢 $META fully in servicing stage 🟢🟢 $1.6B deferred"
X Link 2026-02-12T12:42Z [---] followers, 21.9K engagements
"Today we reported our Q4 and full-year [----] financial results. The highlights include: - ARR as of year-end was $1.25B ahead of our most recent guidance of $900M$1.1B - This paves the way for significant continued growth. We are on track to end [----] with ARR of $7B$9B"
X Link 2026-02-12T12:02Z 22.4K followers, 180.9K engagements
"$NBIS vs $IREN : Same client opposite stories IREN is building the walls NBIS is building the platform One sells megawatts the other sells performance Thats why NBIS earns software margins while IREN earns utility margins Full breakdown: NBISMSFT deal vs IRENMSFT deal"
X Link 2025-11-04T09:00Z [---] followers, 77.9K engagements
"What to expect and what NOT to expect for Nebius Q3 earnings on Tuesday 🔎 $NBIS"
X Link 2025-11-09T20:39Z [---] followers, 29.2K engagements
"🚨 $NBIS just confirmed integration of $NVDA s Nemotron Nano [--] VL into Nebius AI Studio. Not just a tech update its a structural shift ✅ Official NVIDIA partner ✅ Full-stack AI platform (infra + software) ✅ SaaS-like ARR coming ✅ 7080% margins ahead Rerating starts now"
X Link 2025-10-28T19:36Z [---] followers, 27.9K engagements
"Strong momentum for $NBIS this week. Real deals real growth. Quick breakdown 👇"
X Link 2025-10-30T13:50Z [---] followers, [----] engagements
"@bitcoinbutcher1 Strong analysis. Here's my answer on few points"
X Link 2025-10-19T14:10Z [---] followers, [----] engagements
"@StockSavvyShay @mweinbach Great visual but this framing is misleading. The $650B isnt what users must pay its the aggregate productivity value AI needs to create for a 10% ROI. The returns wont come from $180 Netflix subs but from efficiency gains across every industry"
X Link 2025-11-12T13:35Z [---] followers, [----] engagements
"Here are my monthly activation projections for $NBIS through [----]. Block based ramps not smoothed curves aligned with managements [---] MW to [--] GW guidance and the [--] to 9B ARR range. A realistic base case rather than a bull scenario"
X Link 2025-11-16T19:05Z [---] followers, [----] engagements
"🚀 Two AI infrastructure rockets two opposite destinies. $NBIS just signed a $17.4B deal with Microsoft. $IREN turned Bitcoin mines into GPU farms. Both are up triple digits in [----] but only one is building a lasting fortress. Nebius vs Iris Energy : My deep dive 👇"
X Link 2025-10-13T22:14Z [---] followers, [----] engagements
"@mvcinvesting People were hoping for the best-case scenario but this is still a fantastic announcement for $NBIS. My thoughts"
X Link 2025-10-28T19:59Z [---] followers, [----] engagements
"@HappyOfficcer If people were here hoping for another multi-billion-dollar mega deal and think selling now makes sense for them good luck with their future trades. Im not moving an inch"
X Link 2025-10-28T19:57Z [---] followers, [---] engagements
"@sortitoutsi FM26 Quick Tip: Play a Match Go to Home Settings Gameplay Advanced Options Season Overview Club Management Squad Hub Match Preparation Calendar Sync Upcoming Events Matchday Settings Confirm Return Play Match"
X Link 2025-10-27T15:06Z [---] followers, [----] engagements
"$NBIS Q3 Review : The demand side is now clearly de-risked. The story moves to execution and deployment cadence. If the roadmap holds the long-term setup only strengthens. Im staying long 🟢"
X Link 2025-11-11T20:03Z [---] followers, [----] engagements
"@pepe_maltese Short-term price moves dont always reflect fundamentals. Weve seen a small rotation into $IREN after its MSFT deal and some risk trimming before $NBIS earnings. Add to that a bit of AI fatigue in the market. Im not worried volatility around earnings is noise not signal"
X Link 2025-11-04T14:00Z [---] followers, [----] engagements
"@bitcoinbutcher1 Sounds great. Id actually love to see that dialed-down version the high case is exciting but the realistic one is where conviction is built. Really appreciate how open you are to feedback makes the discussion way more valuable"
X Link 2025-10-19T18:01Z [---] followers, [---] engagements
"@DeepValueBagger On his last [--] videos [--] thumbnails mention a 100x. The next Tesla The next AWS AI Millionaires Big Bet This is big. He's a pumper selling dreams to promote your paid program"
X Link 2025-10-19T14:02Z [---] followers, [---] engagements
"@DollarCostAvg Capacity isnt a moat. Capital solves capacity. What matters is $/MW yield. $IREN can earn $5080M ARR per GW. $NBIS guides toward $700900M ARR per GW-equivalent once fully loaded. The winners wont be the biggest warehouses but the highest-yield platforms"
X Link 2025-11-11T20:16Z [---] followers, [----] engagements
"@gary_pallett Useless analysis since the companies didnt start from the same point so the evolution of their valuations says nothing about what the future holds for either of them. And as far as I know we invest for the future not the past"
X Link 2025-11-04T17:03Z [---] followers, [----] engagements
"@bruno_0879 Alors j'avais fait une erreur dans mon calcul initiale mais dividendes rinvestis je viens de refaire les calculs la main avec Gemini puis une 3me fois avec ChatGPT et je trouve 146% les [--] fois"
X Link 2025-11-10T10:29Z [---] followers, [---] engagements
"@Scioizmir35 Absolutely. These are strong strategic developments. They reinforce Nebiuss long-term positioning rather than chasing short-term hype. The NVIDIA partnership deepens credibility strengthens the moat and validates their sovereign AI infrastructure model"
X Link 2025-10-28T20:10Z [---] followers, [---] engagements
"@pepe_maltese Thats fair but my thesis on $NBIS is long-term. Markets are fast at repricing headlines not structural shifts. Unless my analysis is wrong (always possible) I see volatility like this as noise or opportunity to add not to doubt"
X Link 2025-11-04T14:11Z [---] followers, [---] engagements
"@genZinvest0r Straight to the bottom line sounds great on TV but this is an industrial contract not SaaS. $IREN will spend $8.8B to generate $9.7B in revenue margins will be thin not 60%. Its a strong deal for credibility yes but not profitability"
X Link 2025-11-04T12:49Z [---] followers, [---] engagements
"@Agrippa_Inv 1/ Even with 0% convertibles IRENs model remains capex-heavy every MW still demands billions upfront. Changing the funding mix doesnt fix that 2/ NBIS isnt selling bare metal the MSFT deal explicitly includes its orchestration layer. Its a true AI cloud"
X Link 2025-11-04T22:51Z [---] followers, [----] engagements
"@TheRayMyers $NU at $15 is better than $SOFI at $28"
X Link 2025-10-16T20:35Z [---] followers, [---] engagements
"$NBIS After Q3 What Now"
X Link 2025-11-12T13:31Z [---] followers, [---] engagements
"@Aktiehedonist Thats a very high-level analysis probably one of the most lucid and balanced takes on $NBIS Ive read so far. A few reflections:"
X Link 2025-10-19T17:14Z [---] followers, [----] engagements
"@qualtrim My thesis on $AMZN: The stock is flat YTD but thats not surprising Amazons multiples have always been sky-high. The company is now going through a normalization phase and it could underperform for years until its valuation metrics get closer to $GOOG and $META levels"
X Link 2025-10-14T15:48Z [---] followers, [---] engagements
"Thats a very high-level analysis probably one of the most lucid and balanced takes on $NBIS Ive read so far Nebius Group ( $NBIS ) My Base Case for End of [----] Spent alot of time on $NBIS this week and here is my updated price target at the end of [----]. When I first studied $NBIS it was easy to mistake it for another cloud aspirant fighting the hyperscalers. That framing no longer https://t.co/5IsJi3X4tk Nebius Group ( $NBIS ) My Base Case for End of [----] Spent alot of time on $NBIS this week and here is my updated price target at the end of [----]. When I first studied $NBIS it was easy to"
X Link 2025-10-19T17:15Z [---] followers, [---] engagements
"Nebius Group ( $NBIS ) My Base Case for End of [----] Spent alot of time on $NBIS this week and here is my updated price target at the end of [----]. When I first studied $NBIS it was easy to mistake it for another cloud aspirant fighting the hyperscalers. That framing no longer holds. Nebius is not a SaaS business. It is an AI infrastructure operator a physical utility turning megawatts into compute and compute into revenue. Where others build abstractions Nebius builds capacity. The modern AI stack depends on four physical constraints: electricity cooling latency and capital efficiency. Every"
X Link 2025-10-19T13:17Z [----] followers, 40.1K engagements
"How do you handle your emotional position in $NBIS Heres the formula to apply: Number of shares you own x your 3-year target price = real value of your investment if you're ready to ignore the short term. So what's your price Tell me"
X Link 2025-11-14T13:13Z [---] followers, [---] engagements
"@MktMavPro All clues align New NVIDIA partner with: Native data integration engine Full AI agents stack Out-of-the-box Nemotron models Nebius just launched Aether (compliance orchestration data integration) runs those models and presents tonight in DC. Seems obvious. $NBIS"
X Link 2025-10-28T07:14Z [---] followers, [---] engagements
"@tweetRRANDO @DividendTalks $AMZNs P/E ratio is undergoing a normalization phase with its trajectory moving closer to the valuation ratios of $GOOG and $META suggesting a few more years of potential underperformance for $AMZN"
X Link 2025-10-19T06:57Z [---] followers, [---] engagements
"Any skeptics about $NBIS Fine. Im a net buyer so every moment the market misprices it is just a chance to accumulate cheaper. If it flushes out the weak hands and the short-term crowd its healthier for Nebiuss long-term build. Hyper-execution Hyper-hype"
X Link 2025-11-12T08:39Z [---] followers, [---] engagements
"@Spiralout_one Maybe Im not too attached to the exact revenue print this quarter. Q3 is basically the setup Q4 and Q1 are where the real capacity ramps start showing in the numbers. So Ill be watching timelines + guidance more than the headline revenue number here"
X Link 2025-11-09T23:24Z [---] followers, [---] engagements
"@OakenshieldVGX $IREN may look cheaper per GW but $NBIS generates $910B ARR/GW at 75-80% margins vs $8B/GW at 45-55% for $IREN So every GW at $NBIS is [--] more profitable and scales through software not concrete Cheap watts valuable watts"
X Link 2025-11-01T21:44Z [---] followers, [---] engagements
"@Iammadnan I sold my entire position in $IREN (a small one 5% of my portfolio) right at the open just before the drop. Locked in a +45% profit. I moved it all into $NBIS my main position (21%). I understand the company its moat and its positioning much better"
X Link 2025-10-16T21:16Z [---] followers, [---] engagements
"@seafullofsharks @babyfolio https://x.com/LynchAIPorfolio/status/1977860508783927463 🚀 Two AI infrastructure rockets two opposite destinies. $NBIS just signed a $17.4B deal with Microsoft. $IREN turned Bitcoin mines into GPU farms. Both are up triple digits in [----] but only one is building a lasting fortress. Nebius vs Iris Energy : My deep dive 👇 https://t.co/B0VgpUZeOt https://x.com/LynchAIPorfolio/status/1977860508783927463 🚀 Two AI infrastructure rockets two opposite destinies. $NBIS just signed a $17.4B deal with Microsoft. $IREN turned Bitcoin mines into GPU farms. Both are up triple"
X Link 2025-10-15T06:32Z [---] followers, [--] engagements
"In [--] years of investing Ive never been this calm during a steady slide. $NBIS keeps drifting lower yet each dip makes me more convinced Im standing right before a major upside. Maybe Ill be wrong but thats genuinely how it feels right now"
X Link 2025-10-21T18:00Z [---] followers, [---] engagements
"@bruno_0879 performance annualise d'Air Liquide sur [--] ans avec les actions gratuites et dividende boost : [----] % par an. Pas mal pour une saucisse"
X Link 2025-11-10T08:44Z [---] followers, [----] engagements
"@Cheguevasky bah il n'y a pas de montage financier ils payent la moiti son salaire et n'ont pas d'option d'achat. Lyon rcupre un bon joueur pour [--] mois et pour le Real ils font jouer un joueur qui actuellement ne joue pas il prend potentiellement de l'xp et de la valeur"
X Link 2025-11-13T10:43Z [---] followers, [---] engagements
"@FerrariF1FRA Je trouve que Lewis est inaudible avec des performances aussi faibles. Sil avait t performant chez Mercedes durant les deux saisons prcdentes on pourrait lui accorder du crdit mais la vrit cest que a fait [--] ans quil est mdiocre"
X Link 2025-11-10T21:02Z [---] followers, [----] engagements
"@TopTechStocksUS Good point on staying calm but lets stay factual too. Retail holds 50% of $NBIS which explains volatility. Still theres no clear sign of hedge funds forcing sales. The -2% institutional drop looks more like normal rebalancing than a coordinated pressure move"
X Link 2025-10-21T14:55Z [---] followers, [---] engagements
"Analyse du Q3 $ASML"
X Link 2025-10-15T07:39Z [---] followers, [---] engagements
"Reading this the takeaway for $NBIS is obvious. The AI build-out isnt a [----] rerun its a cash-rich hyperscaler cycle fueled by real demand. As long as $MSFT $AMZN $GOOGL and $META keep ramping capex Nebius is sitting on the right side of the trend. Dear AI bears: this is not the dot-com bubble [---] Why todays AI build-out looks nothing like [----] and what that means for investors Every time the Nasdaq makes new highs bears compare the AI revolution to the dot-com bubble. Its an easy comparison but if you actually look https://t.co/9qdtMjk44N Dear AI bears: this is not the dot-com bubble [---] Why"
X Link 2025-11-16T19:38Z [---] followers, [----] engagements
"Dear AI bears: this is not the dot-com bubble [---] Why todays AI build-out looks nothing like [----] and what that means for investors Every time the Nasdaq makes new highs bears compare the AI revolution to the dot-com bubble. Its an easy comparison but if you actually look under the hood it doesnt hold up. Yes there are speculative corners within AI and some of those stocks will get crushed but that can be said about any market. The core of todays AI build-out is being driven by some of the most profitable companies in history funding long-duration infrastructure out of cash flownot fragile"
X Link 2025-11-16T03:23Z 24.6K followers, 380.6K engagements
"$NBIS dropped 6% today as the market cheered $AMD and $IREN after Oracles MI300 deal. But Nebius was never a $NVDA bet its a compute efficiency play. Its architecture is vendor-agnostic and can integrate $AMD or others anytime. Noise day. Core thesis intact"
X Link 2025-10-14T20:12Z [---] followers, [---] engagements
"@WSM_97 Thats exactly the point Q3 isnt where the acceleration shows up. The real step-change comes as new capacity ramps in Q4 and into [----] If expectations get too high for this call it just sets people up for unnecessary stress The thesis hasnt changed no need to rush the story"
X Link 2025-11-09T22:04Z [---] followers, [---] engagements
"@mvcinvesting One good intuition once twenty years of the image of an oracle"
X Link 2025-11-04T13:25Z [---] followers, [--] engagements
"@DanielR06814508 @TheKamaHsutra @jiahanjimliu @FransBakker9812 Valid point power is the main constraint. But when MWs are scarce efficiency is the edge. Software that squeezes more training and inference per watt is pure margin. Thats exactly where $NBIS differentiates: density orchestration utilization not raw MW"
X Link 2025-10-17T20:23Z [---] followers, [---] engagements
"If true this is massive🚨 NVIDIAs attempt to standardize AI cloud UX with DGX Lepton couldve killed margins across the neocloud space but its now collapsing under its own weight. This clears the runway for $NBIS and other full-stack AI clouds to dominate. BREAKING: A couple months ago NeoClouds were scared that NVIDIAs DGX Lepton was going to commoditize their margins. This is no longer the case as NVIDIA is already on a path to ruin DGX Lepton. We will break it down below 👇 The premise of why DGX Lepton was could potentially https://t.co/sMid5bnqfR BREAKING: A couple months ago NeoClouds"
X Link 2025-10-31T11:17Z [---] followers, [---] engagements
"BREAKING: A couple months ago NeoClouds were scared that NVIDIAs DGX Lepton was going to commoditize their margins. This is no longer the case as NVIDIA is already on a path to ruin DGX Lepton. We will break it down below 👇 The premise of why DGX Lepton was could potentially commotize margins was that it was a platform that creates a standardized user experience value & performance across all neoclouds & most users would adopt the Lepton platform which would lead to neoclouds being in a rat race on pricing. But as we pointed out back in June [----] AI native end users have historically"
X Link 2025-10-31T00:14Z 60.6K followers, 159.2K engagements
"@RJCcapital $NBIS dropped 6% today as the market cheered $AMD and $IREN after Oracles MI300 deal. But Nebius was never a NVIDIA bet its a compute efficiency play. Its architecture is vendor-agnostic and can integrate $AMD or others anytime. Noise day. Core thesis intact"
X Link 2025-10-14T20:12Z [---] followers, [---] engagements
"$NBIS is 19% of my portfolio by far my strongest conviction. Profitable while scaling $17.4B Microsoft deal real moat full-stack integration no $ORCL or $IREN can match. Already delivering what others are still promising. Long $NBIS"
X Link 2025-10-09T20:37Z [---] followers, [---] engagements
"@FransBakker9812 @midlevelcruiser @theBTCMiningGuy @MikePowerX @chrisguz @NotFinancial Land and power matter agreed. But NBIS doesnt resemble $CRWV or $ORCL because the economics come from multi tenant utilization and software driven revenue per MW. $IREN and $NBIS scale two different layers so the comparison breaks down"
X Link 2025-11-17T08:00Z [---] followers, [---] engagements
"@yianisz Absolutely nailed it. This is the cleanest explanation of why $NBIS isnt just another AI infra play. They solved the constraint everyone else is stuck in. Not a hype story a structural edge. Best summary Ive seen since the earnings call"
X Link 2025-11-12T13:52Z [---] followers, [---] engagements
"@s2Fnvhw80DifwYL thats my analysis you reshared a mention wouldve been nice 😉"
X Link 2025-10-29T07:17Z [---] followers, [---] engagements
"@FastNewsCorp Everything is possible. I invested everything I could into $NBIS. I unfortunately cant take advantage of short-term dips so I prefer not to pay too much attention to the short-term price"
X Link 2025-11-09T23:31Z [---] followers, [---] engagements
"@MarkosAAIG @babyfolio Thats nothing else even if there is absolutely no scientific evidence of efficiency"
X Link 2025-11-17T11:36Z [---] followers, [--] engagements
"@PetitRentier Il est trop mconnu que $NBIS est ligible PEA. Probablement l'une des plus grosses ppites europennes et de loin"
X Link 2025-11-13T10:47Z [---] followers, [---] engagements
"@FransBakker9812 @DanielR06814508 @TheKamaHsutra @jiahanjimliu Totally agree both can win. $IREN scales bare metal $NBIS scales integration. But worth noting: NBISs 300MW+ Vineland buildout is already contracted via Microsoft. Different lanes yes but NBISs PaaS model compounds faster once capacity ramps"
X Link 2025-10-17T08:15Z [---] followers, [---] engagements
"@babyfolio Even him knows nothing. But easy to do this on those stocks and gets likes"
X Link 2025-10-25T18:40Z [---] followers, [--] engagements
"$NBIS $100 Time to buy more 😋"
X Link 2025-10-22T14:25Z [---] followers, [---] engagements
"@Zack_Nani On dirait quils ont lanc le jeu sans lavoir test une seule fois cest fou. Surtout avec ans pour le sortir. Ca frle lincomptence"
X Link 2025-10-25T16:15Z [---] followers, [----] engagements
"@Agrippa_Inv @owoNine You just proved youre not distinguishing between application-level orchestration (Azure controlled by Microsoft) and infrastructure-level orchestration (NBIS: cluster scheduling capacity allocation monitoring SLA tooling). Thats literally the core difference"
X Link 2025-11-07T11:52Z [---] followers, [--] engagements
"@TacticzH Solid reasoning. But $NBIS is likely to have 600MW online by mid-2027 not 40%. At $910M ARR/MW and 8085% utilization thats $4.24.8B in annualized run-rate. So your $4.3B looks realistic maybe even a touch conservative if another hyperscaler joins before then"
X Link 2025-10-21T12:01Z [---] followers, [---] engagements
"@witsel__ Pas joueur mais Guy Roux"
X Link 2025-10-29T07:19Z [---] followers, [----] engagements
"@TheKamaHsutra @DanielR06814508 @jiahanjimliu @FransBakker9812 Totally fair point. AI is definitely eroding some traditional software moats. But energy moats can also get commoditized fast when capacity floods in. The real edge is integration: the players who connect software + infra efficiently will own the future"
X Link 2025-10-18T10:43Z [---] followers, [--] engagements
"@Spiralout_one Agree on no new hyperscaler this call. On FY2026 ARR could go either way. Last years early guidance came with clearer pipeline. This time capacity ramps in Q4/early [----] so they may wait. If theres no FY2026 guide yet its not bearish just timing"
X Link 2025-11-09T22:08Z [---] followers, [---] engagements
"@accounting_ds There isnt really any reason that would justify the stock going to $150 after earnings"
X Link 2025-11-10T20:15Z [---] followers, [--] engagements
"@Barnabebourse tranges ces 43% d'$AAPL qui dpassent la moiti du camembert coquille je pense"
X Link 2025-11-01T13:49Z [---] followers, [---] engagements
"@GonebackOff Y a pas de commentaire effectivement puisqu'une faute est siffle avant et juste titre. Donc peu importe qu'il y ait main ou pas"
X Link 2025-11-12T09:41Z [---] followers, [---] engagements
"@jjrinvest Be patient"
X Link 2025-10-28T17:42Z [---] followers, [---] engagements
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