#  @TopTechStocksUS Top Stocks π₯ π Top Stocks π₯ π posts on X about $nbis, ai, in the, we are the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours. ### Engagements: [-----] [#](/creator/twitter::4276754061/interactions)  - [--] Week [-------] +33% - [--] Month [-------] +94% - [--] Months [---------] +184,645% - [--] Year [---------] +34,657% ### Mentions: [--] [#](/creator/twitter::4276754061/posts_active)  - [--] Week [--] +89% - [--] Month [---] +95% - [--] Months [---] +6,043% - [--] Year [---] +4,250% ### Followers: [-----] [#](/creator/twitter::4276754061/followers)  - [--] Week [-----] +3.30% - [--] Month [-----] +19% - [--] Months [-----] +1,042% - [--] Year [-----] +1,169% ### CreatorRank: [---------] [#](/creator/twitter::4276754061/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) 90.99% [stocks](/list/stocks) 31.53% [technology brands](/list/technology-brands) 21.62% [financial services](/list/financial-services) #620 [countries](/list/countries) 3.6% [social networks](/list/social-networks) 0.9% [luxury brands](/list/luxury-brands) 0.9% [automotive brands](/list/automotive-brands) 0.9% **Social topic influence** [$nbis](/topic/$nbis) #120, [ai](/topic/ai) 35.14%, [in the](/topic/in-the) 9.91%, [we are](/topic/we-are) 8.11%, [$meta](/topic/$meta) 6.31%, [meta](/topic/meta) 6.31%, [ceo](/topic/ceo) 5.41%, [data](/topic/data) 5.41%, [company](/topic/company) 5.41%, [cloud](/topic/cloud) 5.41% **Top accounts mentioned or mentioned by** [@sandeman52](/creator/undefined) [@mbhogan](/creator/undefined) [@yianisz](/creator/undefined) [@cabeyney](/creator/undefined) [@wskong01](/creator/undefined) [@mrbeastcasting](/creator/undefined) [@mrbeast](/creator/undefined) [@romanchernin](/creator/undefined) [@mvcinvesting](/creator/undefined) [@investnorthwise](/creator/undefined) [@lovable](/creator/undefined) [@clickhousedb](/creator/undefined) [@familyremy](/creator/undefined) [@genzinvest0r](/creator/undefined) [@travismrkvicka](/creator/undefined) [@ckcapitalxx](/creator/undefined) [@spiraloutone](/creator/undefined) [@babyfolio](/creator/undefined) [@mblancresearch](/creator/undefined) [@deepvaluebagger](/creator/undefined) **Top assets mentioned** [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Metadium (META)](/topic/$meta) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Microsoft Corp. (MSFT)](/topic/$msft) [Iris Energy Limited (IREN)](/topic/$iren) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Accenture (ACN)](/topic/accenture) [BlackRock Inc (BLK)](/topic/blackrock) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [JPMorgan Chase (JPM)](/topic/$jpm) [CoreWeave, Inc (CRWV)](/topic/$crwv) [UBS Group AG (UBS)](/topic/$ubs) ### Top Social Posts Top posts by engagements in the last [--] hours "π¨ $NBIS yesterday was a day of total chaos but I will start by pointing out the positive. $IREN grew AI Revenues $17.3M +137% Q/Q π’ Extrapolate that to $NBIS and you will have an idea that we are in a great spot to a major beat this Q4-ER π― $IREN Q4 Results had a miss of -19% and AH it went down -26% however this morning its -6%. That smells to a major retail shakeout. I am not happy that investors are taken advantage this way but this is the game. Thats why I recommend playing no margin no stop loss just pure conviction & be long game and take advantage of these mega dips we are" [X Link](https://x.com/TopTechStocksUS/status/2019711826670313596) 2026-02-06T09:56Z [----] followers, [----] engagements "π¨ JUST IN: $NBIS BlackRock started loading in Q4 a total of 9.43M shares $789.45M (4% ownership) π³π³ Top [--] Shareholder. Added conviction on top of a great execution & reassuring call yesterday. Soon the market will realize by H2 [----] it should be obvious that Nebius will generate $3B to $3.4B in revenue. not counting new deals on top. The Best is yet to come π’π https://twitter.com/i/web/status/2022221237825446065 https://twitter.com/i/web/status/2022221237825446065" [X Link](https://x.com/TopTechStocksUS/status/2022221237825446065) 2026-02-13T08:08Z [----] followers, 40.8K engagements "Valuation Considerations for [----] $NBIS Projecting a [----] stock price involves assumptions about execution margins competition (e.g. vs. hyperscalers like AWS Azure or specialized players like CoreWeave) AI market growth dilution from funding/CapEx and multiples. Revenue trajectory If the charts ramp holds (CAGR 120%+ early then moderating) [----] revenue at **$32 billion** could imply [----] revenue in the $4060+ billion range assuming continued (but slowing) growth. Margins Company targets 40% adjusted EBITDA margins by [----] (improving from recent positive EBITDA in Q4 2025). Sustained high" [X Link](https://x.com/TopTechStocksUS/status/2022575670996406349) 2026-02-14T07:36Z [----] followers, [---] engagements "π¨ $NBIS ClickHouse a strategic asset continues delivering wins to customers like @Lovable fastest growing ARR AI π€ β When youre the fastest-growing software company in history you need a database that can keep up. https://t.co/CGcC0LJb2Y See how @Lovable uses @ClickHouseDB for large-scale observability AI-powered debugging and real-time analytics across millions of user-built apps π When youre the fastest-growing software company in history you need a database that can keep up. https://t.co/CGcC0LJb2Y See how @Lovable uses @ClickHouseDB for large-scale observability AI-powered debugging" [X Link](https://x.com/TopTechStocksUS/status/2016937218112180556) 2026-01-29T18:11Z [----] followers, [----] engagements "Right now what it comes to mind regarding $NBIS execution is if DataOne is alone for US or if they have agreements with Equinix & we can really scale things up quicker than anyone because if we do & thats the golden ticket our growth will be exponential. But if our execution does not match the promise then ER could hurt. There is a lot of silence so just awaiting the magic PRs to position our advances in past [--] months. Charles likes to read your posts so hoping he can deliver in multiple fronts or at least in Vineland. We need top execution right now π€π»" [X Link](https://x.com/TopTechStocksUS/status/2016970174365122623) 2026-01-29T20:22Z [----] followers, [----] engagements "π¨ JUST IN $NBIS UBS GROUP adds 1.86M shares in Q4-25 becomes top [--] shareholder. Total shares now 4.58M π³π³ $383.5M. Lets gooooo UBS GROUP AGHistory4581803$383519819added Q4: [-------] sharesReported 2026-01-29 Average: $75.28" [X Link](https://x.com/TopTechStocksUS/status/2017150307172507700) 2026-01-30T08:18Z [----] followers, 70.8K engagements "π¨ JUST IN $NBIS Q425 ER will be on Feb 12th before market opens. Just consider this estimates & growth around it. π’ Family Enjoy the weekend" [X Link](https://x.com/TopTechStocksUS/status/2017344437404246059) 2026-01-30T21:09Z [----] followers, 21.2K engagements "π¨ JUST IN $NBIS is advancing with Birmingham Alabama so that makes at least "3 major projects in USA" * Vineland (NJ) [---] MW: goal to be fully activated before nov deadline. CEO DataOne hinted at earlier date. * Independence (MO) [---] GW in dif. phases * Birmingham (AL): tbd Reassuring news of the game plan evolving. π― JUST IN: $NBIS filed a building permit in Birmingham Alabama π Some investors were concerned because the City of Birmingham is considering a six-month temporary suspension on new data centers. Even if approved permits already filed and under review are typically" [X Link](https://x.com/TopTechStocksUS/status/2017938494530699523) 2026-02-01T12:30Z [----] followers, [----] engagements "π¨ $NBIS Institutionals continue to accumulate shares & are up to 58.74% (+3.27%). Others (Retail) 37.39% I anticipate this trend will continue until at least 80%. Whales π³ are out to catch retail shares & continue to build their massive positions" [X Link](https://x.com/TopTechStocksUS/status/2018235571420676263) 2026-02-02T08:10Z [----] followers, 36K engagements "π¨ JUST IN: $NBIS is looking for an IT Data Center Manager for a new DC in Bethune Pas-de-Calais (FR) π’π EU build up continues π―" [X Link](https://x.com/TopTechStocksUS/status/2018385135217885278) 2026-02-02T18:04Z [----] followers, 11.1K engagements "π¨ $NBIS is planning at least two new colocation sites in USA + another in France from yesterday discovery. They have been planning new DCs & seems like everything is progressing. β [----] the year $NBIS expands massively. π¨ Looks like $NBIS could be planning two new colocation facilities in the U.S. The company just opened two Data Center IT Manager roles one in Minneapolis and one in Oklahoma both mentioning: "On-site work at colocation facilities." Not confirmed yet. https://t.co/lpVP1jRyy3 π¨ Looks like $NBIS could be planning two new colocation facilities in the U.S. The company just" [X Link](https://x.com/TopTechStocksUS/status/2018629937012547858) 2026-02-03T10:17Z [----] followers, [----] engagements "π¨JUST IN $NBIS is entering the last phase of TERESTRA trademark registration in US. This could have a lot of positive implications. TERESTRA covers: AI supercomputers LLM & GenAI platforms Driverless car operating systems Autonomous systems & Physical AI Cloud + Hardware + AI-as-a-Service Opinion: theyre developing an AI operating system for the physical world. π’π― https://tsdr.uspto.gov/#caseNumber=79416005&caseType=SERIAL_NO&searchType=statusSearch π¨ BREAKING: Nebius is secretly preparing for something BIG. Today their new trademark TERESTRA entered the final legal stage in the US. π€―" [X Link](https://x.com/TopTechStocksUS/status/2018730723801510182) 2026-02-03T16:58Z [----] followers, 10.3K engagements "π¨ $NBIS DataOne CEO Charles Beyney @CABeyney just published this reassuring there is no bubble contrary to others. "Every major technological disruption follows the same sequence: massive upfront investment infrastructure build-out product deployment gradual client adoption development of real use cases and monetization comes last. Those investments only bear fruit after several quarters sometimes several years. In the data center industry this timing is even more pronounced. A data center is traditionally designed and built over [--] to [--] years. At DataOne we deliver projects in [--] to [--] months" [X Link](https://x.com/TopTechStocksUS/status/2018999926277988658) 2026-02-04T10:47Z [----] followers, [----] engagements "$NBIS Nothing has changed but we are living in weird times. Better to stay put in this algo driven market. [--] days to Q4 ER & news should be heading our way. Today might end up being one of my worst portfolio days in years and I dont see one clear headline that explains why markets suddenly flipped risk-off but this is the price of being a growth investor. Big drawdowns naturally trigger panic and the urge to do something but https://t.co/884m8bncj2 Today might end up being one of my worst portfolio days in years and I dont see one clear headline that explains why markets suddenly flipped" [X Link](https://x.com/TopTechStocksUS/status/2019108596207030367) 2026-02-04T17:59Z [----] followers, [----] engagements "π¨ $NBIS with $GOOG mega spending on Capex up to $185B AI should start their recovery. If $NBIS news are to be released tomorrow should be a nice day lets see if it happens & Nebius give us an appetizer of what they have been cooking past three months. Its β π" [X Link](https://x.com/TopTechStocksUS/status/2019159658347266107) 2026-02-04T21:22Z [----] followers, 19.9K engagements "@family_remy Since now its normal to announce deals [--] months prior to if they want to keep momentum alive they could blink the market a bit I think we need it but who knows" [X Link](https://x.com/TopTechStocksUS/status/2019169315870687554) 2026-02-04T22:00Z [----] followers, [----] engagements "@genZinvest0r Since we started investigating now they are not releasing locations ;) I guess thats the price we have to pay for digging too much too soon" [X Link](https://x.com/TopTechStocksUS/status/2019365597038235905) 2026-02-05T11:00Z [----] followers, [---] engagements "π¨ JUST IN: $NBIS has oficially confirmed the Independence (Missouri) DC (up to 1.2GW) β Nebius isconsidering developing astate-of-the-art sustainably designed AIfactory inIndependence that boosts the economy and generates immediate community benefits. Asacompany with existing operations inthe Kansas City area webelieve inthe opportunities atits doorstep. Independence can help lead the AIAge and Nebius iscommitted totransparency listening tocommunity needs and serving asalong-term trusted partner for the city. Project Details Nebius isevaluating asite near Route 78and Little Blue Parkway" [X Link](https://x.com/TopTechStocksUS/status/2019370062776275336) 2026-02-05T11:18Z [----] followers, [----] engagements "Download Independence Data Center fact Sheet: https://assets.nebius.com/assets/f6900b5c-ebc1-4b8d-986e-54fc2e7d28ec/Nebius%20Independence_Fact%20sheet.pdf https://assets.nebius.com/assets/f6900b5c-ebc1-4b8d-986e-54fc2e7d28ec/Nebius%20Independence_Fact%20sheet.pdf" [X Link](https://x.com/TopTechStocksUS/status/2019370542424563968) 2026-02-05T11:20Z [----] followers, [---] engagements "π¨ The market seems like its approaching the point of maximum financial opportunity by the sentiment on X. Hang in there family. all storms always end & long term we will be ok" [X Link](https://x.com/TopTechStocksUS/status/2019430503749992509) 2026-02-05T15:18Z [----] followers, [----] engagements "π¨ $AMZN Amazon Q4 [----] ER Beat Revenue: $213.4B (+14% YoY) AWS Revenue: $35.6B (+24% YoY) EPS: $1.95 (vs. $1.86 YoY) π’ Capex Outlook 2026: $200B (AI chips data centers) π’ Thanks Mr Bezos Lets see whats next" [X Link](https://x.com/TopTechStocksUS/status/2019519167322263960) 2026-02-05T21:11Z [----] followers, [----] engagements "Added AI Capex for potential $NBIS deals still ahead" [X Link](https://x.com/TopTechStocksUS/status/2019723832215670890) 2026-02-06T10:44Z [----] followers, [---] engagements "π¨ $NBIS is building the next vertical with Physical AI & Robotics. Headed by Evan Helda (ex $AMZN) now searching for a Field CTO Physical AI/ Robotics. NEBIUS plan is to conquer this field & lead this key vertical that could bring exponential growth. π€ Physical AI & Robotics has a massive TAM of hundreds of Billions $ to Trillions $$$ in the future. Medium-Term Forecasts (20302035) Growth accelerates with scaling production cost reductions (e.g. humanoid units potentially dropping to $15k$30k) and broader applications in manufacturing healthcare logistics and homes: * Physical AI / embodied" [X Link](https://x.com/TopTechStocksUS/status/2019876017540612579) 2026-02-06T20:49Z [----] followers, [----] engagements "$NBIS Physical AI & Robotics π€ Long-Term Ultimate TAM (20402050+) Bullish views see Physical AI/robotics addressing massive labor substitution and new capabilities: * Morgan Stanley: Humanoids alone could reach $5 trillion annual market by [----] (including supply chains maintenance etc.) with robotics hardware potentially scaling to $25 trillion by [----] in some scenarios. * Other extreme views (e.g. ARK Invest-inspired or Nvidia-related commentary): Up to $2450+ trillion or even $100 trillion potential when considering global labor markets ($60 trillion+ GDP equivalent) and widespread" [X Link](https://x.com/TopTechStocksUS/status/2019878102546149719) 2026-02-06T20:57Z [----] followers, [---] engagements "@TravisMrkvicka @Sandeman52 Here I will lead you mine" [X Link](https://x.com/TopTechStocksUS/status/2019905461491818622) 2026-02-06T22:46Z [----] followers, [--] engagements "π¨ JUST IN: $NBIS Great News ACCEL LEADERS π³one of our early backers & Top Funds in the Tech industry π° adds a new fund ACCEL LEADERS [--] with new +2.25M shares in Q4 on top of their previous 4.58M shares of the initial ACCEL LEADERS [--] Fund. That makes ACCEL Leaders our Top [--] Holder with $571.9M = 6.83M shares π₯ Date Feb 6th 13Fs. This screams of "Conviction" & long term investment because this is the second time they add massively. π― ACCEL Leaders interviews $NBIS CEO Arkady Volozh:" [X Link](https://x.com/TopTechStocksUS/status/2020053591642226944) 2026-02-07T08:34Z [----] followers, 33.7K engagements "@wskong01 Correct & they have done it again but this second time at an estimated average price of $100.72 x share. Averaging up in the clearest sign of conviction" [X Link](https://x.com/TopTechStocksUS/status/2020057654086025672) 2026-02-07T08:50Z [----] followers, [---] engagements "Glad you like it In times like these its even more important after the week we had. This just reaffirms we are ok & this week was margin calls happening all over the place due to derivatives from crypto falling. $NBIS long term is one of the special opportunities & knowing Accel sees it that way for a second time averaging up at $100 makes all the difference. https://twitter.com/i/web/status/2020063977003208941 https://twitter.com/i/web/status/2020063977003208941" [X Link](https://x.com/TopTechStocksUS/status/2020063977003208941) 2026-02-07T09:15Z [----] followers, [----] engagements "@Sandeman52 That Novo Nordisk demand could really hurt them bad they made a really bad decission copyin g GLP-1" [X Link](https://x.com/TopTechStocksUS/status/2020108687549837558) 2026-02-07T12:13Z [----] followers, [---] engagements "@MB_Hogan Conviction play β " [X Link](https://x.com/TopTechStocksUS/status/2020152890086568323) 2026-02-07T15:09Z [----] followers, [---] engagements "@CKCapitalxx Whether its two or five given the same allocation if you get in two & they hit its the same as getting in with five & they all hit. I would rather allocate into two $NBIS & $ASTS to concentrate. Nice list" [X Link](https://x.com/TopTechStocksUS/status/2020261230389383492) 2026-02-07T22:19Z [----] followers, [---] engagements "π¨ $NBIS One of the most important signs of growth is the amount of new hirings a tech company is doing. π Just this past week Nebius new hiring count went from [---] to [---] open roles (+43 new positions) not counting potential hires during the week in that list. β If you love AI Physical AI & Robotics Programming & you are looking to build a successful career you should definitely consider why $NBIS is hiring top talent at an unprecedented speed. π§π» Open roles: [---] Communications: [--] Customer experience: [--] Finance: [--] Go-To-Market: [--] HR: [--] Hardware Infrastructure: [--] Legal: [--] Marketing:" [X Link](https://x.com/TopTechStocksUS/status/2020422660375679211) 2026-02-08T09:01Z [----] followers, [----] engagements "@Spiralout_one A clear sign capacity is coming & we need a strong sales team π" [X Link](https://x.com/TopTechStocksUS/status/2020493015341510703) 2026-02-08T13:40Z [----] followers, [---] engagements "@babyfolio Lucky you One day maybe I will get there" [X Link](https://x.com/TopTechStocksUS/status/2020876286445428774) 2026-02-09T15:03Z [----] followers, [---] engagements "π¨ $NBIS Top Shareholders list where we can see Bloomberg terminal latest movements with many Top [--] Holders π³ still awaiting to report 13Fs this week. Accel BlackRock UBS increasing β Credits to: @mblancresearch π" [X Link](https://x.com/TopTechStocksUS/status/2020911054511800683) 2026-02-09T17:21Z [----] followers, [----] engagements "π¨ $NBIS Listen up π’π He did not build a $10M portfolio by chance. $NBIS People are still thinking about AI infrastructure like its a normal cloud cycle. Its not. Were watching the early buildout of the physical backbone of the AI economy. And by [----] that backbone could be worth trillions. For $NBIS a SP of $800 to $1900 in [----] is a $NBIS People are still thinking about AI infrastructure like its a normal cloud cycle. Its not. Were watching the early buildout of the physical backbone of the AI economy. And by [----] that backbone could be worth trillions. For $NBIS a SP of $800 to $1900 in" [X Link](https://x.com/TopTechStocksUS/status/2020955601338237296) 2026-02-09T20:18Z [----] followers, 16.4K engagements "1. For regular MrBeast YouTube videos/challenges: Follow the official MrBeast Casting Instagram account: @mrbeastcasting. They regularly post casting calls for upcoming videos (e.g. looking for bold fun energetic people of all ages or specific types like families/kids/grandparents for certain projects). Check the bio/link in bio it usually leads to an application form (often via Linktree at or direct forms). Applications typically involve submitting details about yourself sometimes a short video or photo to show personality/energy. https://linktr.ee/mrbeastcasting" [X Link](https://x.com/TopTechStocksUS/status/2020969322634760657) 2026-02-09T21:13Z [----] followers, [---] engagements "@Sandeman52 @MrBeast Just sent you an online form In the second link" [X Link](https://x.com/TopTechStocksUS/status/2020972101545623599) 2026-02-09T21:24Z [----] followers, [---] engagements "@Sandeman52 @MrBeast @mrbeastcasting Lets give him the joy of his life" [X Link](https://x.com/TopTechStocksUS/status/2020972266176250106) 2026-02-09T21:25Z [----] followers, [--] engagements "π¨ $NBIS very important analysis as we approach Q4 ER on Feb 12th Premarket. After seeing $IREN report earnings with no new hyperscaler deals. And seeing hyperscaler capex exponentially increasing: - It looks more and more likely $NBIS has something cooking for earnings through process of elimination. Few other TLDR tailwinds past few weeks: - Older https://t.co/Yhrahjsk4z After seeing $IREN report earnings with no new hyperscaler deals. And seeing hyperscaler capex exponentially increasing: - It looks more and more likely $NBIS has something cooking for earnings through process of" [X Link](https://x.com/TopTechStocksUS/status/2021196933826851009) 2026-02-10T12:17Z [----] followers, [----] engagements "π¨ JUST IN: $NBIS Nebius Agrees to Buy AI Agent Search Company Tavily for $275 Million. Cloud computing provider Nebius Group NV agreed to acquire Tavily a maker of software that helps artificial intelligence agents search for up-to-date information needed for tasks like coding and financial trading. This acquisition is expected to enhance Nebius's capabilities in the AI and cloud computing sectors. #AI#Nebius #Tavily https://www.bloomberg.com/news/articles/2026-02-10/nebius-agrees-to-buy-ai-agent-search-company-tavily-for-275-million" [X Link](https://x.com/TopTechStocksUS/status/2021227990286299426) 2026-02-10T14:21Z [----] followers, [---] engagements "π¨ JUST IN: $NBIS Nebius Agrees to Buy AI Agent Search Company Tavily for $275 Million. Cloud computing provider Nebius Group NV agreed to acquire Tavily a maker of software that helps artificial intelligence agents search for up-to-date information needed for tasks like coding and financial trading. This acquisition is expected to enhance Nebius's capabilities in the AI and cloud computing sectors. Strategic Reasons for the Acquisition: [--]. Vertical Integration in the AI Stack Nebius excels at the hardware/infrastructure layer large-scale GPU clusters AI cloud platforms data centers in Europe" [X Link](https://x.com/TopTechStocksUS/status/2021229608259977710) 2026-02-10T14:27Z [----] followers, [----] engagements "Key Advantages for $NBIS after acquiring Tavily Product Differentiation & Moat Most neoclouds or GPU providers compete mainly on price availability and performance. A built-in best-in-class search/retrieval engine makes Nebius platform meaningfully better for AI application builders improving retention and willingness to pay. Revenue Uplift and Diversification Adds high-margin usage-based API revenue on top of infra. Increases lifetime value per customer and reduces reliance on capex-heavy GPU scaling. Customer Acquisition Edge Attracts more startups researchers and enterprises building" [X Link](https://x.com/TopTechStocksUS/status/2021229966482935841) 2026-02-10T14:29Z [----] followers, [---] engagements "Rotem Weiss founder and CEO of Tavily said: Tavily is on a mission to onboard the next billion AI agents to the web. Agentic search is a multi-billion-dollar opportunity and we believe the market is poised to grow exponentially as enterprises deploy autonomous AI systems. Joining forces with Nebius one of the world's premier deep-tech engineering teams accelerates our ability to scale globally and enables us to push the boundaries of what's possible further and faster. The agentic AI market is projected to grow from approximately $7 billion in [----] to between $140 billion and $200 billion by" [X Link](https://x.com/TopTechStocksUS/status/2021252533495193895) 2026-02-10T15:58Z [----] followers, [---] engagements "@romanchernin Congrats to all $NBIS family Tabily is a great addition to the AI full stack" [X Link](https://x.com/TopTechStocksUS/status/2021253579600761177) 2026-02-10T16:03Z [----] followers, [----] engagements "@yianisz Nice Congrats well deserved Yiannis" [X Link](https://x.com/TopTechStocksUS/status/2021270912977297675) 2026-02-10T17:11Z [----] followers, [---] engagements "@DeepValueBagger Well done Now we are cooking" [X Link](https://x.com/TopTechStocksUS/status/2021333139772277084) 2026-02-10T21:19Z [----] followers, [---] engagements "@romanchernin You guys have demonstrated that the AI stack is much more important than just power. others are starting to realize now that the player who has the Tech & the AI talent is $NBIS. Many of us saw the writing on the wall & this acquisition will not be the last. Amazing execution" [X Link](https://x.com/TopTechStocksUS/status/2021481624110760107) 2026-02-11T07:09Z [----] followers, [---] engagements "π¨ $NBIS Yandex started in [----] as a search engine Just imagine if they know about the importance of AI real time search & updates to have acquired Tavily. "Building a Global AI Cloud" "Massive TAM" π° Tavily is on a mission to onboard the next billion AI agents to the web. Agentic search is a multi-billion-dollar opportunity and we believe the market is poised to grow exponentially as enterprises deploy autonomous AI systems. Joining forces with Nebius one of the world's premier deep-tech engineering teams accelerates our ability to scale globally and enables us to push the boundaries of" [X Link](https://x.com/TopTechStocksUS/status/2021498600220402095) 2026-02-11T08:16Z [----] followers, [----] engagements "@5to9_MJ Absolutely which means there must be tremendous added value because if they know about something is about that specially so $NBIS brings fuel to scale up Tavily in AI enterprise" [X Link](https://x.com/TopTechStocksUS/status/2021579467999654092) 2026-02-11T13:37Z [----] followers, [---] engagements "π¨ JUST IN $NBIS Nebius is planning a new data center development in Birmingham Alabama. First reported by WBRC the European cloud firm has filed for a data center project known as BHM01 on some [--] acres in the Oxmoor area of the city in Jefferson County. Full details on the plans arent clear but reports online suggest the company is targeting 300MW of capacity. Nebius acquired three properties along Lakeshore Parkway in the Oxmoor area of Birmingham last year. Nebius affiliate Alabama ADC Holdings LLC acquired [---] [---] and [---] Milan Parkway and [----] Venice Road from UAB Regions Bank and U.S." [X Link](https://x.com/TopTechStocksUS/status/2021647320165560808) 2026-02-11T18:07Z [----] followers, 11.7K engagements "@Sandeman52 Buddhist Master ππ tomorrow whatever it is we are golden long term" [X Link](https://x.com/TopTechStocksUS/status/2021662034568573332) 2026-02-11T19:06Z [----] followers, [---] engagements "@mvcinvesting Excellent analysis from "The Godfather" of $NBIS" [X Link](https://x.com/TopTechStocksUS/status/2021839081206862073) 2026-02-12T06:49Z [----] followers, [----] engagements "π¨ JUST IN: $NBIS Capital Research Global "new entry" with 2.76M shares acquired or $23163M in Q4. π³ Goldman Sachs bought +764K shares Q4. Total 2.66M Deutsche Bank bought +543K shares Q4. Total 615K Q4-25 ER today premarket: Analysts guidance Revenue: $246M EBITDA: $40.4M EBIT: -$116M EPS: [-----] Anything can happen but long term vision is key π https://twitter.com/i/web/status/2021851321049948503 https://twitter.com/i/web/status/2021851321049948503" [X Link](https://x.com/TopTechStocksUS/status/2021851321049948503) 2026-02-12T07:38Z [----] followers, 13.7K engagements "Whalewisdom π³π³π³ enjoy" [X Link](https://x.com/anyuser/status/2021856466009776245) 2026-02-12T07:58Z [----] followers, [----] engagements "π¨ $NBIS Q4-25 ER are out & the results are excellent in my view regardless reaction. We ended the year with [---] MW of active power vs our target of [---] MW. π * Revenue: $228M Q4-25 (+547% YoY) * Total 2025: $529.8M * $1.25B ARR [----] π’ * [--] total Data Centers FY26 π’ * +3GW FY26 capacity π’ * Cash: $3.7 Billion Letter to Shareholders: This is a hyper growth story developing. https://assets.nebius.com/assets/85571bd2-050b-468c-954c-42e9d24e4cd2/Letter%20to%20Shareholders%20Q4%202025.pdf" [X Link](https://x.com/anyuser/status/2021925115890442355) 2026-02-12T12:31Z [----] followers, [----] engagements "@mvcinvesting In Arkady we trust π’πͺπ»" [X Link](https://x.com/TopTechStocksUS/status/2021935727823794291) 2026-02-12T13:13Z [----] followers, [---] engagements "@yianisz Could not agree more [----] is the year of reckoning. $NBIS will execute & will dilute responsibly only when needed" [X Link](https://x.com/TopTechStocksUS/status/2021940516250964133) 2026-02-12T13:32Z [----] followers, [---] engagements "@Sandeman52 I scooped up 1K more shares at open.lets goooo" [X Link](https://x.com/TopTechStocksUS/status/2021956500340846796) 2026-02-12T14:36Z [----] followers, [---] engagements "@Sandeman52 How many did you scoop today what a bargain at open oh man" [X Link](https://x.com/TopTechStocksUS/status/2021964313347731511) 2026-02-12T15:07Z [----] followers, [---] engagements "π¨ $NBIS Dont overthink this is crystal clear π Hyper growth mode π’ Activated [--] Data Centers Revenue guidance: $3B $3.4B in [----]. Do you want growth How about 7x" [X Link](https://x.com/TopTechStocksUS/status/2021976274810614061) 2026-02-12T15:54Z [----] followers, [----] engagements "@yianisz This is the sign I bought at open again that crazy -10% dip. This will be clear to the market very soon those of us who were waiting on execution after today can only think about one thing add up all I can before it explodes. Hyper growth mode on" [X Link](https://x.com/TopTechStocksUS/status/2022000220037685478) 2026-02-12T17:29Z [----] followers, [---] engagements "@MB_Hogan Well done brother Its a matter of time" [X Link](https://x.com/TopTechStocksUS/status/2022024416583106982) 2026-02-12T19:06Z [----] followers, [---] engagements "$NBIS There are so many topics to talk about today. What did you like the most about todays Q4 ER call I was very reassured about their execution 170MW connected increasing margins QoQ + [--] DCs planned +3GW & among everything else the fact they are timing correctly when to announce big things. Future contracts TBA at later stage. Nebius build up in [--] months will be printing top revenue. Arkady always mentioned this was a very capital intensive business but they are being responsible about it & no need for ATM speaks volumes they will wait to print at higher prices. We really survived earnings" [X Link](https://x.com/TopTechStocksUS/status/2022069170284753386) 2026-02-12T22:03Z [----] followers, [----] engagements "@InvestNorthwise The financial discipline speaks very highly of CFO Dado & the different alternatives available while most public companies turn to easy dilution $NBIS is looking at several options for really good financing terms" [X Link](https://x.com/TopTechStocksUS/status/2022075225211646073) 2026-02-12T22:27Z [----] followers, [---] engagements "Valuation Considerations for [----] $NBIS Projecting a [----] stock price involves assumptions about execution margins competition (e.g. vs. hyperscalers like AWS Azure or specialized players like CoreWeave) AI market growth dilution from funding/CapEx and multiples. Revenue trajectory If the charts ramp holds (CAGR 120%+ early then moderating) [----] revenue at **$32 billion** could imply [----] revenue in the $4060+ billion range assuming continued (but slowing) growth. Margins Company targets 40% adjusted EBITDA margins by [----] (improving from recent positive EBITDA in Q4 2025). Sustained high" [X Link](https://x.com/TopTechStocksUS/status/2022576302465712189) 2026-02-14T07:39Z [----] followers, [---] engagements "@VBIVaccines @NeuroOnc $VBIV Short traders may control the game for now but they cant hide the success of this GBM pipeline. CEO & rest of management should do something about it. This is surreal The deal will come & we will fly. delayed reaction so they can keep stealing shares from weak hands" [X Link](https://x.com/anyuser/status/1329440371596791809) 2020-11-19T15:04Z [----] followers, [--] engagements "$NBIS Drug discovery will accelerate with AI 𧬠NVDA BioNEMO will be at the center of it all. Imagine how that innovation can transform Biotech & life sciences" [X Link](https://x.com/anyuser/status/1970558902329843833) 2025-09-23T18:40Z [----] followers, [----] engagements "$NBIS continues building attention in Washington DC Oct 29th to attract US Gov & enterprise projects. NEBIUS will join Accenture at #GTCDC next week to discuss how organizations can scale AI innovation without sacrificing trust cost or control. As AI becomes the backbone of digital and industrial infrastructure the need for secure sovereign and high-performance platforms has never been greater. They will explore what it takes to build and scale AI responsibly - across industries and the public sector - while keeping performance compliance and resilience at the core. Don't miss it" [X Link](https://x.com/anyuser/status/1981051428950151374) 2025-10-22T17:34Z [----] followers, [----] engagements "$NBIS Getting to $12B a year explained β π Nebius could reach $12B ARR by [----]. I built this graph based on public information the timeline management has shared and interviews with senior leadership. $NBIS https://t.co/q9fWp7NyGv Nebius could reach $12B ARR by [----]. I built this graph based on public information the timeline management has shared and interviews with senior leadership. $NBIS https://t.co/q9fWp7NyGv" [X Link](https://x.com/anyuser/status/1982546979894030793) 2025-10-26T20:36Z [----] followers, [----] engagements "$NBIS Expecting a very green week ahead after US & China have confirmed an agreement on tariffs. $NBIS $121.33 (+3.47%) Premarket. Today I would just let it grow on macro sentiment & start releasing those juicy PRs starting tomorrow Oct 28th for #GTCDC capturing headlines. This week will define what we have all been waiting for πβ " [X Link](https://x.com/anyuser/status/1982717813941809212) 2025-10-27T07:55Z [----] followers, [----] engagements "$NBIS Watch out for NEBIUS PR today around 1pm EU time or 7am ET. Management hinted at more than one PR before & during #GTCDC My sentiment as we await. we still can only guess what it will lead to in the coming quarters & following years of exponential growth. Release that $NVDA partnership PR already ;)" [X Link](https://x.com/anyuser/status/1983094653856391463) 2025-10-28T08:53Z [----] followers, [----] engagements "$NBIS The Keynote was amazing when I hear Jensen its like seeing the Steve Jobs of our times. Transforming so many things at once & learning fast to have it all Made in USA for smart reasons. There were big partnerships Nokia got a revival AI chip sales $500B fully commited already for next [--] quarters PLTR has the superior software for all what Jensen wants for enterprises Uber got the robotics partnership $NBIS even though it did not capture spotlight news today will be an integral part of the $MSFT - OpenAI $250B Azure deal. Who will build the Data centers I have an idea. AI is super alive" [X Link](https://x.com/anyuser/status/1983260373534011741) 2025-10-28T19:51Z [----] followers, [----] engagements "For total fairness $JPM also entered $IREN new position 645K shares or $31.4M" [X Link](https://x.com/anyuser/status/1986878873468874755) 2025-11-07T19:30Z [----] followers, [----] engagements "The Monk who sold his Ferrari comes to mind Personally I have been enjoying life along my family for the past [--] years working from home but under my own rules. The price of freedom is incredible I have seen my girls grow spend time with family every day & have achieved the #1 goal enjoy life & happiness. Isnt that what its all about https://twitter.com/i/web/status/2022451173630914788 https://twitter.com/i/web/status/2022451173630914788" [X Link](https://x.com/TopTechStocksUS/status/2022451173630914788) 2026-02-13T23:21Z [----] followers, [--] engagements "π¨ JUST IN: $NBIS "The Art of AI Investing" The stock market is all about picking winners but most importantly finding stocks who have the potential to transform the world & generate amazing ROI to shareholders. Its also important that they are within the infancy level the curve of revenue growth is starting but nothing compared to the potential returns in the next few years. NEBIUS is at its infancy as we await the opening of NJ Data Center with 300MW by Q4 we should have many more details about new Greenfield sites coming next in US UK Finland & Israel. We are aiming for 1GW by end of 2026" [X Link](https://x.com/TopTechStocksUS/status/1971862387390062738) 2025-09-27T09:00Z [----] followers, 72.1K engagements "π¨JUST IN: $NBIS JP Morgan $JPM has released 13F adding NEBIUS massively with another 526K shares. Total 1.37M β shares or $154.32M Top #9 Institutional shareholder. π³" [X Link](https://x.com/TopTechStocksUS/status/1986874380484550697) 2025-11-07T19:12Z [----] followers, 194.4K engagements "$NBIS I was telling this morning a friend how lucky we are to be part of an investment adventure of this magnitude. There were some fears about what could happen in Q4 ER as in the past two weeks we http://x.com/i/article/2022592280075317248 http://x.com/i/article/2022592280075317248" [X Link](https://x.com/TopTechStocksUS/status/2022612095754178797) 2026-02-14T10:01Z [----] followers, [----] engagements "@NeuralCadence Lets hope EU makes the right call with NBIS & Accenture scores for Sovereign AI" [X Link](https://x.com/TopTechStocksUS/status/2015692379940847683) 2026-01-26T07:44Z [----] followers, [---] engagements "π¨ The $CRWV & $NVDA news is positive today for $NBIS but the question that everyone is asking is What happens with $NBIS now Will $NVDA have something similar planned. Thoughts $NVDA is investing $2B into $CRWV at $87 per share tightening the partnership at the center of AI infrastructure buildout. CoreWeave is targeting 5+ GW of AI factories by [----] with early deployments planned around Nvidias Rubin platform Vera CPUs & BlueField systems. https://t.co/UmkS6eEreE $NVDA is investing $2B into $CRWV at $87 per share tightening the partnership at the center of AI infrastructure buildout." [X Link](https://x.com/TopTechStocksUS/status/2015782208699572329) 2026-01-26T13:41Z [----] followers, 10.8K engagements "π¨ JUST IN $NBIS AI demand is accelerating and so is the energy required to support it. What matters now is not just access to GPUs but how efficiently infrastructure turns power into real AI output at scale. In the latest whitepaper from the Nebius team our experts explain how AI energy efficiency is shaped across the full stack from model behavior to data center design and why those choices directly affect cost scalability and long-term viability. Worth a read for anyone building or buying AI infrastructure. Check it https://lnkd.in/gZ84wEEW https://lnkd.in/gZ84wEEW" [X Link](https://x.com/TopTechStocksUS/status/2016207766134849598) 2026-01-27T17:52Z [----] followers, [----] engagements "$NBIS City of Vineland vote Pilot program approved 5-0 What the 5-0 Pilot vote actually unlocks The unanimous vote signals political alignment + zoning acceptability for the project concept. For Nebius this means: The municipality accepts the use case (AI / data center infrastructure) No fundamental opposition at council level The project can now enter execution-grade permitting This materially de-risks the site. https://www.youtube.com/live/pwjL7WDOm7c https://www.youtube.com/live/pwjL7WDOm7c" [X Link](https://x.com/TopTechStocksUS/status/2016291205521244491) 2026-01-27T23:24Z [----] followers, 39.8K engagements "π¨ $NBIS Our partners $MSFT & $META report AH. All set for fresh news & updates π’ or π΄. ππ" [X Link](https://x.com/TopTechStocksUS/status/2016614626885087571) 2026-01-28T20:49Z [----] followers, [---] engagements "π¨ $NBIS Our partners $MSFT & $META report AH. All set for fresh news & updates π’ or π΄. ππ MSFT numbers Revenue $81.3B vs Est. $80.3B π’ EPS $4.14 vs Est. $3.63π’ Cloud Revenue $32.9B vs Est. $32.4Bπ’ Why is it tanking -47% $250B OpenAI Contract π¨" [X Link](https://x.com/TopTechStocksUS/status/2016620782974058820) 2026-01-28T21:13Z [----] followers, [---] engagements "π¨ $NBIS Our partners $MSFT & $META report AH. All set for fresh news & updates π’ or π΄. ππ MSFT numbers Revenue $81.3B vs Est. $80.3B π’ EPS $4.14 vs Est. $3.63π’ Cloud Revenue $32.9B vs Est. $32.4Bπ’ $250B OpenAI Contract π¨ Bullish for AI β " [X Link](https://x.com/TopTechStocksUS/status/2016623907470442643) 2026-01-28T21:26Z [----] followers, [----] engagements "$META Q4 [--] ER Revenue $59.9B: +24% YoY π’ EPS $8.88 vs Est. $8.18 π’ FY26 Capex $115B to $135B β Its positive that our two main partners are progressing positively. Two weeks to $NBIS Q425 ER & news pending. Looking forward to see what they have been cooking past few months. https://twitter.com/i/web/status/2016793374951358761 https://twitter.com/i/web/status/2016793374951358761" [X Link](https://x.com/TopTechStocksUS/status/2016793374951358761) 2026-01-29T08:39Z [----] followers, [---] engagements "Hi there. I think you are over paranoid she is a normal person who has her joys & worries but not to pump or to dump. you should give her a chance & not bully her so much. @Kainvests creates content and it can be better or you may feel she has extracted some from you or even mentioneed you but man. stop the public harrasment because she is a good girl. Why Because I personally know her. Hope it helps you contextualize. not everyone is here to manipulate specially her. She wants $IOVA to succeed even more than you.specially when she is dealing first hand with the illness IOVA is trying to" [X Link](https://x.com/TopTechStocksUS/status/2016810803421122847) 2026-01-29T09:49Z [----] followers, [---] engagements "π¨ $NBIS AI stack in full visual detail. With Capex increasing exponentially to $2.5T the future awaits π’ Worldwide AI spending will total $2.5 TRILLION in [----] per Gartner. Businesses best positioned to benefit from AI: [--] Power: $GEV $BE $EOSE $CEG $NXT [--] Chips: $NVDA $AMD $TSM $ASML $AVGO [--] Data centers: $NBIS $IREN $CRWV $ORCL $ALAB [--] AI models: $GOOGL https://t.co/X5hvYwimHN Worldwide AI spending will total $2.5 TRILLION in [----] per Gartner. Businesses best positioned to benefit from AI: [--] Power: $GEV $BE $EOSE $CEG $NXT [--] Chips: $NVDA $AMD $TSM $ASML $AVGO [--] Data centers: $NBIS $IREN" [X Link](https://x.com/TopTechStocksUS/status/2016843143002370301) 2026-01-29T11:57Z [----] followers, [----] engagements "π¨ Can someone explain why $META is booming & $MSFT is tanking" [X Link](https://x.com/TopTechStocksUS/status/2016882549046362500) 2026-01-29T14:34Z [----] followers, [---] engagements "π¨ $NBIS Yesterday I made this comment about execution in a post from @MB_Hogan. It was directed to Charles Beyney DataOne CEO. @CABeyney Charles replied & he hinted at an early delivery of Nebius Data Center in Vineland (NJ) prior to november [----]. "Right now what it comes to mind regarding $NBIS execution is if DataOne is alone for US or if they have agreements with Equinix & we can really scale things up quicker than anyone because if we do & thats the golden ticket our growth will be exponential. But if our execution does not match the promise then ER could hurt. There is a lot of silence" [X Link](https://x.com/TopTechStocksUS/status/2017139552457019565) 2026-01-30T07:35Z [----] followers, [----] engagements "@Nice_Stock_ Yes just reported last night. 13Fs from Q4 they will start showing the Hedge Funds movements up until Feb 15th. UBS is a big whale so conviction increases" [X Link](https://x.com/TopTechStocksUS/status/2017152867610624297) 2026-01-30T08:28Z [----] followers, [----] engagements "π¨ JUST IN $NBIS Q425 ER will be on Feb 12th before market opens. Just consider this estimates & growth around it. π’ Family Enjoy the weekend" [X Link](https://x.com/TopTechStocksUS/status/2017343899946164367) 2026-01-30T21:07Z [----] followers, [---] engagements "$NBIS this is what conviction looks like. πͺπ» We will enjoy this journey For those saying Nebius will be BO it comes to mind $GOOG wanted to acquire Yandex back in the day & Arkady said no. We have an incredible MOAT just waiting to read about what next company Nebius enters as a strategic stakeholder in Physical AI /Robotics π€ because its coming π’ $NBIS is a trillion-dollar company within [--] years. There is no reason to sell even at a $200B valuation. Arkady knows how to build a generational tech giant. Im holding [-----] shares - and Im not selling until this becomes $50M. π" [X Link](https://x.com/TopTechStocksUS/status/2017545582961627322) 2026-01-31T10:28Z [----] followers, 16.1K engagements "π¨ JUST IN $NBIS Excellent Deep Dive into all the Data Centers Nebius currently has activated / building up. π― I strongly recommend to check it out & follow @InvestNorthwise https://northwiseproject.com/nbis-stock-data-center-analysis/ $NBIS remains a fundamentally understood player by markets. In order to help clear up what's actually going on at a site and strategic level we are releasing a series of deep dives on Nebius' data center locations. Check out our deep dive in the first comment Our first Deep https://t.co/r6bLvXu1LN https://northwiseproject.com/nbis-stock-data-center-analysis/" [X Link](https://x.com/TopTechStocksUS/status/2017687191984447603) 2026-01-31T19:51Z [----] followers, 11.7K engagements "π¨ $NBIS will continue to increase capacity with $META. +$20B Capex in Q4 & more to come. Who will gain the most from new demand available Thats the Multi Billion $ contract question coming up. Im sick of the average $NBIS investor who wants fast money but cant sit through uncertainty. $META took AI capex over $20B. Thats not a one-off. That spend flows to suppliers. Nebius already sits inside Metas stack. When capex accelerates follow-on capacity does too. https://t.co/V24fBCCKTK Im sick of the average $NBIS investor who wants fast money but cant sit through uncertainty. $META took AI capex" [X Link](https://x.com/TopTechStocksUS/status/2018342242629406741) 2026-02-02T15:14Z [----] followers, [----] engagements "Based on publicly available information the only clearly identified colocation / data-center project in Bthune (Pas-de-Calais) is the new next-gen / AI data center announced for the former Bridgestone industrial site. What facility is it Operator / brand: Azur Datacenter Site / location context: former Bridgestone site in Bthune; the project is described as a [-----] m conversion into a data center and targeted for service start in early [----] (per the site landlord/announcer). Who owns it Two ownership layers matter in France: The data-center business (operator): publicly presented as Azur" [X Link](https://x.com/TopTechStocksUS/status/2018390208849317987) 2026-02-02T18:25Z [----] followers, [---] engagements "π¨ $NBIS LifeSciences vertical is pushing the boundaries to new limits with @PrimaMente & $NVDA. Imagine how this field could evolve with the right amount of AI compute & technical expertise in the quest to find cure to very difficult diseases. π§¬π§¬ Training biological foundation models at scale requires a seamlessly integrated compute and infrastructure stack. In a joint technical piece with $NVDA and Nebius we share how we use Nebius AI cloud to train Pleiades our whole-genome epigenetic foundation model for the human brain. π§ By integrating DNA and epigenetic patterns Pleiades: - Reaches" [X Link](https://x.com/TopTechStocksUS/status/2018606194340884916) 2026-02-03T08:43Z [----] followers, [--] engagements "@FinnStockinger Concrete product roadmap. You do IP squating when you have launched a brand which is not yet the case. They are getting ready for it. Lets remember they are also getting ready for an AI marketplace. π₯β " [X Link](https://x.com/TopTechStocksUS/status/2018728300101746852) 2026-02-03T16:48Z [----] followers, [--] engagements "$NBIS This is the way to Sovereign AI. with a partner like Accenture #1 in their field the target is clear. AI sovereignty is no longer just a policy topic. Its a boardroom one. Take a look at @Accenture's research findings. Forward-looking organizations are already building hybrid ecosystems with AI clouds like Nebius. Get the full report: https://t.co/XZo6mUnxxw https://t.co/q2qYct2Qva AI sovereignty is no longer just a policy topic. Its a boardroom one. Take a look at @Accenture's research findings. Forward-looking organizations are already building hybrid ecosystems with AI clouds like" [X Link](https://x.com/anyuser/status/1985438257471988118) 2025-11-03T20:05Z [----] followers, [----] engagements "$NBIS Good morning/night $117.54 (+5.63%) β π" [X Link](https://x.com/anyuser/status/1987759813095215194) 2025-11-10T05:50Z [----] followers, [----] engagements "$NBIS $22B with $MSFT & $META & you are going to get scared π±π€" [X Link](https://x.com/anyuser/status/1989342347591843892) 2025-11-14T14:39Z [----] followers, [----] engagements "$NBIS Hedgies buying massively in AH. I believe we are getting another round of news tomorrow. Lets capture everyones attention during Fellows Forum 25th -26th September" [X Link](https://x.com/TopTechStocksUS/status/1970950333292806223) 2025-09-24T20:35Z [----] followers, 12.1K engagements "$NBIS Retailers if you know what you hold you should not panic & take advantage of the mega dip. What is happening is simple the hedge funds want your shares & they are applying max pressure to make sure you sell your shares to them. Remember retail accounted for more than 50% holdings. Two weeks max to Q3 ER. Dont let them play the psychological games on you. Hold & long view" [X Link](https://x.com/TopTechStocksUS/status/1980631902131310819) 2025-10-21T13:46Z [----] followers, 46.7K engagements "$NBIS I personally believe this could be the news for tomorrow a partnership with $NVDA The timelines match: Oct 29th: $NVDA presents from 9am ET a new partner for Agentic AI. "A First-Of-Its-Kind Integrated Stack for Operational AI and Specialized AI Agents DC51273" In this session well unveil the newest NVIDIA partner and not only reveal the work were doing together but also allow you to deploy the integrated software stack directly. Following the initial announcement of this partner at the keynote heres what you can expect: Building AI agents that can securely leverage private enterprise" [X Link](https://x.com/TopTechStocksUS/status/1982831420780507168) 2025-10-27T15:27Z [----] followers, 21.8K engagements "π¨ JUST IN: $NBIS "The AWS of AI" Top [--] reasons why Amazon $AMZN NEBIUS partnership would be a winner. [--]. AI infrastructure surge faster regional capacity. AWS needs more low-latency GPU-dense capacity in EMEA/LatAm. NEBIUS can add incremental MW fast via co-build/leaseback models with local partners reducing time-to-capacity and capex intensity on a per-region basis. [--]. Sovereign & regulated cloud wins. $NBIS brings on-the-ground compliance playbooks (data residency certifications local ops) that help AWS win/retain public sector banks and healthcare in jurisdictions with strict sovereignty" [X Link](https://x.com/TopTechStocksUS/status/1984551339444089258) 2025-11-01T09:21Z [----] followers, 15.2K engagements "$NBIS Charles Antoine Beyney - DataOne CEO which is the company building NEBIUS DC in Vineland (NJ) made this comment about the importance of density in NEBIUS AI Data Centers. π Size Does Not Matter Anymore Only Density Does When a CEO says this theyre signaling a paradigm shift in what defines a competitive or valuable data center in the AI era. In the past decade (cloud era) size measured in square meters or total MW capacity was the bragging metric. The bigger the hyperscale campus the better. Today in the AI compute era the dominant metric has shifted to compute density per MW or per" [X Link](https://x.com/TopTechStocksUS/status/1985291438859378804) 2025-11-03T10:22Z [----] followers, 15.3K engagements "$NBIS Added to MSCI World Index. Excellent news to minimize volatility & have many more institutions supporting the stock. Next will be NASDAQ100 β π" [X Link](https://x.com/TopTechStocksUS/status/1986364101711261781) 2025-11-06T09:24Z [----] followers, 36.1K engagements "π¨JUST IN: $NBIS ROVIDA Investment has released 13F adding NEBIUS again with 453K (+26.2%). Total 2.19M β shares or $246.19M Top #12 Inst π³π³ Rest of Top [--] will release today & tomorrow" [X Link](https://x.com/TopTechStocksUS/status/1988862610901438832) 2025-11-13T06:52Z [----] followers, 31.5K engagements "π¨JUST IN: $NBIS UBS WELL FARGO BNP PARIBAS Altshuler Shaham all adding multi million shares blocks in Q3 π³π³π³π³ its clear we are on a loading rampage. Conviction & taking advantage is key now" [X Link](https://x.com/TopTechStocksUS/status/1989066980582994005) 2025-11-13T20:24Z [----] followers, 28.6K engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@TopTechStocksUS Top Stocks π₯ πTop Stocks π₯ π posts on X about $nbis, ai, in the, we are the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
Social category influence finance 90.99% stocks 31.53% technology brands 21.62% financial services #620 countries 3.6% social networks 0.9% luxury brands 0.9% automotive brands 0.9%
Social topic influence $nbis #120, ai 35.14%, in the 9.91%, we are 8.11%, $meta 6.31%, meta 6.31%, ceo 5.41%, data 5.41%, company 5.41%, cloud 5.41%
Top accounts mentioned or mentioned by @sandeman52 @mbhogan @yianisz @cabeyney @wskong01 @mrbeastcasting @mrbeast @romanchernin @mvcinvesting @investnorthwise @lovable @clickhousedb @familyremy @genzinvest0r @travismrkvicka @ckcapitalxx @spiraloutone @babyfolio @mblancresearch @deepvaluebagger
Top assets mentioned Nebius Group N.V. Class A Ordinary Shares (NBIS) Metadium (META) NVIDIA Corp. (NVDA) Microsoft Corp. (MSFT) Iris Energy Limited (IREN) Amazon.com, Inc. (AMZN) Accenture (ACN) BlackRock Inc (BLK) Alphabet Inc Class A (GOOGL) JPMorgan Chase (JPM) CoreWeave, Inc (CRWV) UBS Group AG (UBS)
Top posts by engagements in the last [--] hours
"π¨ $NBIS yesterday was a day of total chaos but I will start by pointing out the positive. $IREN grew AI Revenues $17.3M +137% Q/Q π’ Extrapolate that to $NBIS and you will have an idea that we are in a great spot to a major beat this Q4-ER π― $IREN Q4 Results had a miss of -19% and AH it went down -26% however this morning its -6%. That smells to a major retail shakeout. I am not happy that investors are taken advantage this way but this is the game. Thats why I recommend playing no margin no stop loss just pure conviction & be long game and take advantage of these mega dips we are"
X Link 2026-02-06T09:56Z [----] followers, [----] engagements
"π¨ JUST IN: $NBIS BlackRock started loading in Q4 a total of 9.43M shares $789.45M (4% ownership) π³π³ Top [--] Shareholder. Added conviction on top of a great execution & reassuring call yesterday. Soon the market will realize by H2 [----] it should be obvious that Nebius will generate $3B to $3.4B in revenue. not counting new deals on top. The Best is yet to come π’π https://twitter.com/i/web/status/2022221237825446065 https://twitter.com/i/web/status/2022221237825446065"
X Link 2026-02-13T08:08Z [----] followers, 40.8K engagements
"Valuation Considerations for [----] $NBIS Projecting a [----] stock price involves assumptions about execution margins competition (e.g. vs. hyperscalers like AWS Azure or specialized players like CoreWeave) AI market growth dilution from funding/CapEx and multiples. Revenue trajectory If the charts ramp holds (CAGR 120%+ early then moderating) [----] revenue at $32 billion could imply [----] revenue in the $4060+ billion range assuming continued (but slowing) growth. Margins Company targets 40% adjusted EBITDA margins by [----] (improving from recent positive EBITDA in Q4 2025). Sustained high"
X Link 2026-02-14T07:36Z [----] followers, [---] engagements
"π¨ $NBIS ClickHouse a strategic asset continues delivering wins to customers like @Lovable fastest growing ARR AI π€ β
When youre the fastest-growing software company in history you need a database that can keep up. https://t.co/CGcC0LJb2Y See how @Lovable uses @ClickHouseDB for large-scale observability AI-powered debugging and real-time analytics across millions of user-built apps π When youre the fastest-growing software company in history you need a database that can keep up. https://t.co/CGcC0LJb2Y See how @Lovable uses @ClickHouseDB for large-scale observability AI-powered debugging"
X Link 2026-01-29T18:11Z [----] followers, [----] engagements
"Right now what it comes to mind regarding $NBIS execution is if DataOne is alone for US or if they have agreements with Equinix & we can really scale things up quicker than anyone because if we do & thats the golden ticket our growth will be exponential. But if our execution does not match the promise then ER could hurt. There is a lot of silence so just awaiting the magic PRs to position our advances in past [--] months. Charles likes to read your posts so hoping he can deliver in multiple fronts or at least in Vineland. We need top execution right now π€π»"
X Link 2026-01-29T20:22Z [----] followers, [----] engagements
"π¨ JUST IN $NBIS UBS GROUP adds 1.86M shares in Q4-25 becomes top [--] shareholder. Total shares now 4.58M π³π³ $383.5M. Lets gooooo UBS GROUP AGHistory4581803$383519819added Q4: [-------] sharesReported 2026-01-29 Average: $75.28"
X Link 2026-01-30T08:18Z [----] followers, 70.8K engagements
"π¨ JUST IN $NBIS Q425 ER will be on Feb 12th before market opens. Just consider this estimates & growth around it. π’ Family Enjoy the weekend"
X Link 2026-01-30T21:09Z [----] followers, 21.2K engagements
"π¨ JUST IN $NBIS is advancing with Birmingham Alabama so that makes at least "3 major projects in USA" * Vineland (NJ) [---] MW: goal to be fully activated before nov deadline. CEO DataOne hinted at earlier date. * Independence (MO) [---] GW in dif. phases * Birmingham (AL): tbd Reassuring news of the game plan evolving. π― JUST IN: $NBIS filed a building permit in Birmingham Alabama π Some investors were concerned because the City of Birmingham is considering a six-month temporary suspension on new data centers. Even if approved permits already filed and under review are typically"
X Link 2026-02-01T12:30Z [----] followers, [----] engagements
"π¨ $NBIS Institutionals continue to accumulate shares & are up to 58.74% (+3.27%). Others (Retail) 37.39% I anticipate this trend will continue until at least 80%. Whales π³ are out to catch retail shares & continue to build their massive positions"
X Link 2026-02-02T08:10Z [----] followers, 36K engagements
"π¨ JUST IN: $NBIS is looking for an IT Data Center Manager for a new DC in Bethune Pas-de-Calais (FR) π’π EU build up continues π―"
X Link 2026-02-02T18:04Z [----] followers, 11.1K engagements
"π¨ $NBIS is planning at least two new colocation sites in USA + another in France from yesterday discovery. They have been planning new DCs & seems like everything is progressing. β
[----] the year $NBIS expands massively. π¨ Looks like $NBIS could be planning two new colocation facilities in the U.S. The company just opened two Data Center IT Manager roles one in Minneapolis and one in Oklahoma both mentioning: "On-site work at colocation facilities." Not confirmed yet. https://t.co/lpVP1jRyy3 π¨ Looks like $NBIS could be planning two new colocation facilities in the U.S. The company just"
X Link 2026-02-03T10:17Z [----] followers, [----] engagements
"π¨JUST IN $NBIS is entering the last phase of TERESTRA trademark registration in US. This could have a lot of positive implications. TERESTRA covers: AI supercomputers LLM & GenAI platforms Driverless car operating systems Autonomous systems & Physical AI Cloud + Hardware + AI-as-a-Service Opinion: theyre developing an AI operating system for the physical world. π’π― https://tsdr.uspto.gov/#caseNumber=79416005&caseType=SERIAL_NO&searchType=statusSearch π¨ BREAKING: Nebius is secretly preparing for something BIG. Today their new trademark TERESTRA entered the final legal stage in the US. π€―"
X Link 2026-02-03T16:58Z [----] followers, 10.3K engagements
"π¨ $NBIS DataOne CEO Charles Beyney @CABeyney just published this reassuring there is no bubble contrary to others. "Every major technological disruption follows the same sequence: massive upfront investment infrastructure build-out product deployment gradual client adoption development of real use cases and monetization comes last. Those investments only bear fruit after several quarters sometimes several years. In the data center industry this timing is even more pronounced. A data center is traditionally designed and built over [--] to [--] years. At DataOne we deliver projects in [--] to [--] months"
X Link 2026-02-04T10:47Z [----] followers, [----] engagements
"$NBIS Nothing has changed but we are living in weird times. Better to stay put in this algo driven market. [--] days to Q4 ER & news should be heading our way. Today might end up being one of my worst portfolio days in years and I dont see one clear headline that explains why markets suddenly flipped risk-off but this is the price of being a growth investor. Big drawdowns naturally trigger panic and the urge to do something but https://t.co/884m8bncj2 Today might end up being one of my worst portfolio days in years and I dont see one clear headline that explains why markets suddenly flipped"
X Link 2026-02-04T17:59Z [----] followers, [----] engagements
"π¨ $NBIS with $GOOG mega spending on Capex up to $185B AI should start their recovery. If $NBIS news are to be released tomorrow should be a nice day lets see if it happens & Nebius give us an appetizer of what they have been cooking past three months. Its β
π"
X Link 2026-02-04T21:22Z [----] followers, 19.9K engagements
"@family_remy Since now its normal to announce deals [--] months prior to if they want to keep momentum alive they could blink the market a bit I think we need it but who knows"
X Link 2026-02-04T22:00Z [----] followers, [----] engagements
"@genZinvest0r Since we started investigating now they are not releasing locations ;) I guess thats the price we have to pay for digging too much too soon"
X Link 2026-02-05T11:00Z [----] followers, [---] engagements
"π¨ JUST IN: $NBIS has oficially confirmed the Independence (Missouri) DC (up to 1.2GW) β
Nebius isconsidering developing astate-of-the-art sustainably designed AIfactory inIndependence that boosts the economy and generates immediate community benefits. Asacompany with existing operations inthe Kansas City area webelieve inthe opportunities atits doorstep. Independence can help lead the AIAge and Nebius iscommitted totransparency listening tocommunity needs and serving asalong-term trusted partner for the city. Project Details Nebius isevaluating asite near Route 78and Little Blue Parkway"
X Link 2026-02-05T11:18Z [----] followers, [----] engagements
"Download Independence Data Center fact Sheet: https://assets.nebius.com/assets/f6900b5c-ebc1-4b8d-986e-54fc2e7d28ec/Nebius%20Independence_Fact%20sheet.pdf https://assets.nebius.com/assets/f6900b5c-ebc1-4b8d-986e-54fc2e7d28ec/Nebius%20Independence_Fact%20sheet.pdf"
X Link 2026-02-05T11:20Z [----] followers, [---] engagements
"π¨ The market seems like its approaching the point of maximum financial opportunity by the sentiment on X. Hang in there family. all storms always end & long term we will be ok"
X Link 2026-02-05T15:18Z [----] followers, [----] engagements
"π¨ $AMZN Amazon Q4 [----] ER Beat Revenue: $213.4B (+14% YoY) AWS Revenue: $35.6B (+24% YoY) EPS: $1.95 (vs. $1.86 YoY) π’ Capex Outlook 2026: $200B (AI chips data centers) π’ Thanks Mr Bezos Lets see whats next"
X Link 2026-02-05T21:11Z [----] followers, [----] engagements
"Added AI Capex for potential $NBIS deals still ahead"
X Link 2026-02-06T10:44Z [----] followers, [---] engagements
"π¨ $NBIS is building the next vertical with Physical AI & Robotics. Headed by Evan Helda (ex $AMZN) now searching for a Field CTO Physical AI/ Robotics. NEBIUS plan is to conquer this field & lead this key vertical that could bring exponential growth. π€ Physical AI & Robotics has a massive TAM of hundreds of Billions $ to Trillions $$$ in the future. Medium-Term Forecasts (20302035) Growth accelerates with scaling production cost reductions (e.g. humanoid units potentially dropping to $15k$30k) and broader applications in manufacturing healthcare logistics and homes: * Physical AI / embodied"
X Link 2026-02-06T20:49Z [----] followers, [----] engagements
"$NBIS Physical AI & Robotics π€ Long-Term Ultimate TAM (20402050+) Bullish views see Physical AI/robotics addressing massive labor substitution and new capabilities: * Morgan Stanley: Humanoids alone could reach $5 trillion annual market by [----] (including supply chains maintenance etc.) with robotics hardware potentially scaling to $25 trillion by [----] in some scenarios. * Other extreme views (e.g. ARK Invest-inspired or Nvidia-related commentary): Up to $2450+ trillion or even $100 trillion potential when considering global labor markets ($60 trillion+ GDP equivalent) and widespread"
X Link 2026-02-06T20:57Z [----] followers, [---] engagements
"@TravisMrkvicka @Sandeman52 Here I will lead you mine"
X Link 2026-02-06T22:46Z [----] followers, [--] engagements
"π¨ JUST IN: $NBIS Great News ACCEL LEADERS π³one of our early backers & Top Funds in the Tech industry π° adds a new fund ACCEL LEADERS [--] with new +2.25M shares in Q4 on top of their previous 4.58M shares of the initial ACCEL LEADERS [--] Fund. That makes ACCEL Leaders our Top [--] Holder with $571.9M = 6.83M shares π₯ Date Feb 6th 13Fs. This screams of "Conviction" & long term investment because this is the second time they add massively. π― ACCEL Leaders interviews $NBIS CEO Arkady Volozh:"
X Link 2026-02-07T08:34Z [----] followers, 33.7K engagements
"@wskong01 Correct & they have done it again but this second time at an estimated average price of $100.72 x share. Averaging up in the clearest sign of conviction"
X Link 2026-02-07T08:50Z [----] followers, [---] engagements
"Glad you like it In times like these its even more important after the week we had. This just reaffirms we are ok & this week was margin calls happening all over the place due to derivatives from crypto falling. $NBIS long term is one of the special opportunities & knowing Accel sees it that way for a second time averaging up at $100 makes all the difference. https://twitter.com/i/web/status/2020063977003208941 https://twitter.com/i/web/status/2020063977003208941"
X Link 2026-02-07T09:15Z [----] followers, [----] engagements
"@Sandeman52 That Novo Nordisk demand could really hurt them bad they made a really bad decission copyin g GLP-1"
X Link 2026-02-07T12:13Z [----] followers, [---] engagements
"@MB_Hogan Conviction play β
"
X Link 2026-02-07T15:09Z [----] followers, [---] engagements
"@CKCapitalxx Whether its two or five given the same allocation if you get in two & they hit its the same as getting in with five & they all hit. I would rather allocate into two $NBIS & $ASTS to concentrate. Nice list"
X Link 2026-02-07T22:19Z [----] followers, [---] engagements
"π¨ $NBIS One of the most important signs of growth is the amount of new hirings a tech company is doing. π Just this past week Nebius new hiring count went from [---] to [---] open roles (+43 new positions) not counting potential hires during the week in that list. β
If you love AI Physical AI & Robotics Programming & you are looking to build a successful career you should definitely consider why $NBIS is hiring top talent at an unprecedented speed. π§π» Open roles: [---] Communications: [--] Customer experience: [--] Finance: [--] Go-To-Market: [--] HR: [--] Hardware Infrastructure: [--] Legal: [--] Marketing:"
X Link 2026-02-08T09:01Z [----] followers, [----] engagements
"@Spiralout_one A clear sign capacity is coming & we need a strong sales team π"
X Link 2026-02-08T13:40Z [----] followers, [---] engagements
"@babyfolio Lucky you One day maybe I will get there"
X Link 2026-02-09T15:03Z [----] followers, [---] engagements
"π¨ $NBIS Top Shareholders list where we can see Bloomberg terminal latest movements with many Top [--] Holders π³ still awaiting to report 13Fs this week. Accel BlackRock UBS increasing β
Credits to: @mblancresearch π"
X Link 2026-02-09T17:21Z [----] followers, [----] engagements
"π¨ $NBIS Listen up π’π He did not build a $10M portfolio by chance. $NBIS People are still thinking about AI infrastructure like its a normal cloud cycle. Its not. Were watching the early buildout of the physical backbone of the AI economy. And by [----] that backbone could be worth trillions. For $NBIS a SP of $800 to $1900 in [----] is a $NBIS People are still thinking about AI infrastructure like its a normal cloud cycle. Its not. Were watching the early buildout of the physical backbone of the AI economy. And by [----] that backbone could be worth trillions. For $NBIS a SP of $800 to $1900 in"
X Link 2026-02-09T20:18Z [----] followers, 16.4K engagements
"1. For regular MrBeast YouTube videos/challenges: Follow the official MrBeast Casting Instagram account: @mrbeastcasting. They regularly post casting calls for upcoming videos (e.g. looking for bold fun energetic people of all ages or specific types like families/kids/grandparents for certain projects). Check the bio/link in bio it usually leads to an application form (often via Linktree at or direct forms). Applications typically involve submitting details about yourself sometimes a short video or photo to show personality/energy. https://linktr.ee/mrbeastcasting"
X Link 2026-02-09T21:13Z [----] followers, [---] engagements
"@Sandeman52 @MrBeast Just sent you an online form In the second link"
X Link 2026-02-09T21:24Z [----] followers, [---] engagements
"@Sandeman52 @MrBeast @mrbeastcasting Lets give him the joy of his life"
X Link 2026-02-09T21:25Z [----] followers, [--] engagements
"π¨ $NBIS very important analysis as we approach Q4 ER on Feb 12th Premarket. After seeing $IREN report earnings with no new hyperscaler deals. And seeing hyperscaler capex exponentially increasing: - It looks more and more likely $NBIS has something cooking for earnings through process of elimination. Few other TLDR tailwinds past few weeks: - Older https://t.co/Yhrahjsk4z After seeing $IREN report earnings with no new hyperscaler deals. And seeing hyperscaler capex exponentially increasing: - It looks more and more likely $NBIS has something cooking for earnings through process of"
X Link 2026-02-10T12:17Z [----] followers, [----] engagements
"π¨ JUST IN: $NBIS Nebius Agrees to Buy AI Agent Search Company Tavily for $275 Million. Cloud computing provider Nebius Group NV agreed to acquire Tavily a maker of software that helps artificial intelligence agents search for up-to-date information needed for tasks like coding and financial trading. This acquisition is expected to enhance Nebius's capabilities in the AI and cloud computing sectors. #AI#Nebius #Tavily https://www.bloomberg.com/news/articles/2026-02-10/nebius-agrees-to-buy-ai-agent-search-company-tavily-for-275-million"
X Link 2026-02-10T14:21Z [----] followers, [---] engagements
"π¨ JUST IN: $NBIS Nebius Agrees to Buy AI Agent Search Company Tavily for $275 Million. Cloud computing provider Nebius Group NV agreed to acquire Tavily a maker of software that helps artificial intelligence agents search for up-to-date information needed for tasks like coding and financial trading. This acquisition is expected to enhance Nebius's capabilities in the AI and cloud computing sectors. Strategic Reasons for the Acquisition: [--]. Vertical Integration in the AI Stack Nebius excels at the hardware/infrastructure layer large-scale GPU clusters AI cloud platforms data centers in Europe"
X Link 2026-02-10T14:27Z [----] followers, [----] engagements
"Key Advantages for $NBIS after acquiring Tavily Product Differentiation & Moat Most neoclouds or GPU providers compete mainly on price availability and performance. A built-in best-in-class search/retrieval engine makes Nebius platform meaningfully better for AI application builders improving retention and willingness to pay. Revenue Uplift and Diversification Adds high-margin usage-based API revenue on top of infra. Increases lifetime value per customer and reduces reliance on capex-heavy GPU scaling. Customer Acquisition Edge Attracts more startups researchers and enterprises building"
X Link 2026-02-10T14:29Z [----] followers, [---] engagements
"Rotem Weiss founder and CEO of Tavily said: Tavily is on a mission to onboard the next billion AI agents to the web. Agentic search is a multi-billion-dollar opportunity and we believe the market is poised to grow exponentially as enterprises deploy autonomous AI systems. Joining forces with Nebius one of the world's premier deep-tech engineering teams accelerates our ability to scale globally and enables us to push the boundaries of what's possible further and faster. The agentic AI market is projected to grow from approximately $7 billion in [----] to between $140 billion and $200 billion by"
X Link 2026-02-10T15:58Z [----] followers, [---] engagements
"@romanchernin Congrats to all $NBIS family Tabily is a great addition to the AI full stack"
X Link 2026-02-10T16:03Z [----] followers, [----] engagements
"@yianisz Nice Congrats well deserved Yiannis"
X Link 2026-02-10T17:11Z [----] followers, [---] engagements
"@DeepValueBagger Well done Now we are cooking"
X Link 2026-02-10T21:19Z [----] followers, [---] engagements
"@romanchernin You guys have demonstrated that the AI stack is much more important than just power. others are starting to realize now that the player who has the Tech & the AI talent is $NBIS. Many of us saw the writing on the wall & this acquisition will not be the last. Amazing execution"
X Link 2026-02-11T07:09Z [----] followers, [---] engagements
"π¨ $NBIS Yandex started in [----] as a search engine Just imagine if they know about the importance of AI real time search & updates to have acquired Tavily. "Building a Global AI Cloud" "Massive TAM" π° Tavily is on a mission to onboard the next billion AI agents to the web. Agentic search is a multi-billion-dollar opportunity and we believe the market is poised to grow exponentially as enterprises deploy autonomous AI systems. Joining forces with Nebius one of the world's premier deep-tech engineering teams accelerates our ability to scale globally and enables us to push the boundaries of"
X Link 2026-02-11T08:16Z [----] followers, [----] engagements
"@5to9_MJ Absolutely which means there must be tremendous added value because if they know about something is about that specially so $NBIS brings fuel to scale up Tavily in AI enterprise"
X Link 2026-02-11T13:37Z [----] followers, [---] engagements
"π¨ JUST IN $NBIS Nebius is planning a new data center development in Birmingham Alabama. First reported by WBRC the European cloud firm has filed for a data center project known as BHM01 on some [--] acres in the Oxmoor area of the city in Jefferson County. Full details on the plans arent clear but reports online suggest the company is targeting 300MW of capacity. Nebius acquired three properties along Lakeshore Parkway in the Oxmoor area of Birmingham last year. Nebius affiliate Alabama ADC Holdings LLC acquired [---] [---] and [---] Milan Parkway and [----] Venice Road from UAB Regions Bank and U.S."
X Link 2026-02-11T18:07Z [----] followers, 11.7K engagements
"@Sandeman52 Buddhist Master ππ tomorrow whatever it is we are golden long term"
X Link 2026-02-11T19:06Z [----] followers, [---] engagements
"@mvcinvesting Excellent analysis from "The Godfather" of $NBIS"
X Link 2026-02-12T06:49Z [----] followers, [----] engagements
"π¨ JUST IN: $NBIS Capital Research Global "new entry" with 2.76M shares acquired or $23163M in Q4. π³ Goldman Sachs bought +764K shares Q4. Total 2.66M Deutsche Bank bought +543K shares Q4. Total 615K Q4-25 ER today premarket: Analysts guidance Revenue: $246M EBITDA: $40.4M EBIT: -$116M EPS: [-----] Anything can happen but long term vision is key π https://twitter.com/i/web/status/2021851321049948503 https://twitter.com/i/web/status/2021851321049948503"
X Link 2026-02-12T07:38Z [----] followers, 13.7K engagements
"Whalewisdom π³π³π³ enjoy"
X Link 2026-02-12T07:58Z [----] followers, [----] engagements
"π¨ $NBIS Q4-25 ER are out & the results are excellent in my view regardless reaction. We ended the year with [---] MW of active power vs our target of [---] MW. π * Revenue: $228M Q4-25 (+547% YoY) * Total 2025: $529.8M * $1.25B ARR [----] π’ * [--] total Data Centers FY26 π’ * +3GW FY26 capacity π’ * Cash: $3.7 Billion Letter to Shareholders: This is a hyper growth story developing. https://assets.nebius.com/assets/85571bd2-050b-468c-954c-42e9d24e4cd2/Letter%20to%20Shareholders%20Q4%202025.pdf"
X Link 2026-02-12T12:31Z [----] followers, [----] engagements
"@mvcinvesting In Arkady we trust π’πͺπ»"
X Link 2026-02-12T13:13Z [----] followers, [---] engagements
"@yianisz Could not agree more [----] is the year of reckoning. $NBIS will execute & will dilute responsibly only when needed"
X Link 2026-02-12T13:32Z [----] followers, [---] engagements
"@Sandeman52 I scooped up 1K more shares at open.lets goooo"
X Link 2026-02-12T14:36Z [----] followers, [---] engagements
"@Sandeman52 How many did you scoop today what a bargain at open oh man"
X Link 2026-02-12T15:07Z [----] followers, [---] engagements
"π¨ $NBIS Dont overthink this is crystal clear π Hyper growth mode π’ Activated [--] Data Centers Revenue guidance: $3B $3.4B in [----]. Do you want growth How about 7x"
X Link 2026-02-12T15:54Z [----] followers, [----] engagements
"@yianisz This is the sign I bought at open again that crazy -10% dip. This will be clear to the market very soon those of us who were waiting on execution after today can only think about one thing add up all I can before it explodes. Hyper growth mode on"
X Link 2026-02-12T17:29Z [----] followers, [---] engagements
"@MB_Hogan Well done brother Its a matter of time"
X Link 2026-02-12T19:06Z [----] followers, [---] engagements
"$NBIS There are so many topics to talk about today. What did you like the most about todays Q4 ER call I was very reassured about their execution 170MW connected increasing margins QoQ + [--] DCs planned +3GW & among everything else the fact they are timing correctly when to announce big things. Future contracts TBA at later stage. Nebius build up in [--] months will be printing top revenue. Arkady always mentioned this was a very capital intensive business but they are being responsible about it & no need for ATM speaks volumes they will wait to print at higher prices. We really survived earnings"
X Link 2026-02-12T22:03Z [----] followers, [----] engagements
"@InvestNorthwise The financial discipline speaks very highly of CFO Dado & the different alternatives available while most public companies turn to easy dilution $NBIS is looking at several options for really good financing terms"
X Link 2026-02-12T22:27Z [----] followers, [---] engagements
"Valuation Considerations for [----] $NBIS Projecting a [----] stock price involves assumptions about execution margins competition (e.g. vs. hyperscalers like AWS Azure or specialized players like CoreWeave) AI market growth dilution from funding/CapEx and multiples. Revenue trajectory If the charts ramp holds (CAGR 120%+ early then moderating) [----] revenue at $32 billion could imply [----] revenue in the $4060+ billion range assuming continued (but slowing) growth. Margins Company targets 40% adjusted EBITDA margins by [----] (improving from recent positive EBITDA in Q4 2025). Sustained high"
X Link 2026-02-14T07:39Z [----] followers, [---] engagements
"@VBIVaccines @NeuroOnc $VBIV Short traders may control the game for now but they cant hide the success of this GBM pipeline. CEO & rest of management should do something about it. This is surreal The deal will come & we will fly. delayed reaction so they can keep stealing shares from weak hands"
X Link 2020-11-19T15:04Z [----] followers, [--] engagements
"$NBIS Drug discovery will accelerate with AI 𧬠NVDA BioNEMO will be at the center of it all. Imagine how that innovation can transform Biotech & life sciences"
X Link 2025-09-23T18:40Z [----] followers, [----] engagements
"$NBIS continues building attention in Washington DC Oct 29th to attract US Gov & enterprise projects. NEBIUS will join Accenture at #GTCDC next week to discuss how organizations can scale AI innovation without sacrificing trust cost or control. As AI becomes the backbone of digital and industrial infrastructure the need for secure sovereign and high-performance platforms has never been greater. They will explore what it takes to build and scale AI responsibly - across industries and the public sector - while keeping performance compliance and resilience at the core. Don't miss it"
X Link 2025-10-22T17:34Z [----] followers, [----] engagements
"$NBIS Getting to $12B a year explained β
π Nebius could reach $12B ARR by [----]. I built this graph based on public information the timeline management has shared and interviews with senior leadership. $NBIS https://t.co/q9fWp7NyGv Nebius could reach $12B ARR by [----]. I built this graph based on public information the timeline management has shared and interviews with senior leadership. $NBIS https://t.co/q9fWp7NyGv"
X Link 2025-10-26T20:36Z [----] followers, [----] engagements
"$NBIS Expecting a very green week ahead after US & China have confirmed an agreement on tariffs. $NBIS $121.33 (+3.47%) Premarket. Today I would just let it grow on macro sentiment & start releasing those juicy PRs starting tomorrow Oct 28th for #GTCDC capturing headlines. This week will define what we have all been waiting for πβ
"
X Link 2025-10-27T07:55Z [----] followers, [----] engagements
"$NBIS Watch out for NEBIUS PR today around 1pm EU time or 7am ET. Management hinted at more than one PR before & during #GTCDC My sentiment as we await. we still can only guess what it will lead to in the coming quarters & following years of exponential growth. Release that $NVDA partnership PR already ;)"
X Link 2025-10-28T08:53Z [----] followers, [----] engagements
"$NBIS The Keynote was amazing when I hear Jensen its like seeing the Steve Jobs of our times. Transforming so many things at once & learning fast to have it all Made in USA for smart reasons. There were big partnerships Nokia got a revival AI chip sales $500B fully commited already for next [--] quarters PLTR has the superior software for all what Jensen wants for enterprises Uber got the robotics partnership $NBIS even though it did not capture spotlight news today will be an integral part of the $MSFT - OpenAI $250B Azure deal. Who will build the Data centers I have an idea. AI is super alive"
X Link 2025-10-28T19:51Z [----] followers, [----] engagements
"For total fairness $JPM also entered $IREN new position 645K shares or $31.4M"
X Link 2025-11-07T19:30Z [----] followers, [----] engagements
"The Monk who sold his Ferrari comes to mind Personally I have been enjoying life along my family for the past [--] years working from home but under my own rules. The price of freedom is incredible I have seen my girls grow spend time with family every day & have achieved the #1 goal enjoy life & happiness. Isnt that what its all about https://twitter.com/i/web/status/2022451173630914788 https://twitter.com/i/web/status/2022451173630914788"
X Link 2026-02-13T23:21Z [----] followers, [--] engagements
"π¨ JUST IN: $NBIS "The Art of AI Investing" The stock market is all about picking winners but most importantly finding stocks who have the potential to transform the world & generate amazing ROI to shareholders. Its also important that they are within the infancy level the curve of revenue growth is starting but nothing compared to the potential returns in the next few years. NEBIUS is at its infancy as we await the opening of NJ Data Center with 300MW by Q4 we should have many more details about new Greenfield sites coming next in US UK Finland & Israel. We are aiming for 1GW by end of 2026"
X Link 2025-09-27T09:00Z [----] followers, 72.1K engagements
"π¨JUST IN: $NBIS JP Morgan $JPM has released 13F adding NEBIUS massively with another 526K shares. Total 1.37M β
shares or $154.32M Top #9 Institutional shareholder. π³"
X Link 2025-11-07T19:12Z [----] followers, 194.4K engagements
"$NBIS I was telling this morning a friend how lucky we are to be part of an investment adventure of this magnitude. There were some fears about what could happen in Q4 ER as in the past two weeks we http://x.com/i/article/2022592280075317248 http://x.com/i/article/2022592280075317248"
X Link 2026-02-14T10:01Z [----] followers, [----] engagements
"@NeuralCadence Lets hope EU makes the right call with NBIS & Accenture scores for Sovereign AI"
X Link 2026-01-26T07:44Z [----] followers, [---] engagements
"π¨ The $CRWV & $NVDA news is positive today for $NBIS but the question that everyone is asking is What happens with $NBIS now Will $NVDA have something similar planned. Thoughts $NVDA is investing $2B into $CRWV at $87 per share tightening the partnership at the center of AI infrastructure buildout. CoreWeave is targeting 5+ GW of AI factories by [----] with early deployments planned around Nvidias Rubin platform Vera CPUs & BlueField systems. https://t.co/UmkS6eEreE $NVDA is investing $2B into $CRWV at $87 per share tightening the partnership at the center of AI infrastructure buildout."
X Link 2026-01-26T13:41Z [----] followers, 10.8K engagements
"π¨ JUST IN $NBIS AI demand is accelerating and so is the energy required to support it. What matters now is not just access to GPUs but how efficiently infrastructure turns power into real AI output at scale. In the latest whitepaper from the Nebius team our experts explain how AI energy efficiency is shaped across the full stack from model behavior to data center design and why those choices directly affect cost scalability and long-term viability. Worth a read for anyone building or buying AI infrastructure. Check it https://lnkd.in/gZ84wEEW https://lnkd.in/gZ84wEEW"
X Link 2026-01-27T17:52Z [----] followers, [----] engagements
"$NBIS City of Vineland vote Pilot program approved 5-0 What the 5-0 Pilot vote actually unlocks The unanimous vote signals political alignment + zoning acceptability for the project concept. For Nebius this means: The municipality accepts the use case (AI / data center infrastructure) No fundamental opposition at council level The project can now enter execution-grade permitting This materially de-risks the site. https://www.youtube.com/live/pwjL7WDOm7c https://www.youtube.com/live/pwjL7WDOm7c"
X Link 2026-01-27T23:24Z [----] followers, 39.8K engagements
"π¨ $NBIS Our partners $MSFT & $META report AH. All set for fresh news & updates π’ or π΄. ππ"
X Link 2026-01-28T20:49Z [----] followers, [---] engagements
"π¨ $NBIS Our partners $MSFT & $META report AH. All set for fresh news & updates π’ or π΄. ππ MSFT numbers Revenue $81.3B vs Est. $80.3B π’ EPS $4.14 vs Est. $3.63π’ Cloud Revenue $32.9B vs Est. $32.4Bπ’ Why is it tanking -47% $250B OpenAI Contract π¨"
X Link 2026-01-28T21:13Z [----] followers, [---] engagements
"π¨ $NBIS Our partners $MSFT & $META report AH. All set for fresh news & updates π’ or π΄. ππ MSFT numbers Revenue $81.3B vs Est. $80.3B π’ EPS $4.14 vs Est. $3.63π’ Cloud Revenue $32.9B vs Est. $32.4Bπ’ $250B OpenAI Contract π¨ Bullish for AI β
"
X Link 2026-01-28T21:26Z [----] followers, [----] engagements
"$META Q4 [--] ER Revenue $59.9B: +24% YoY π’ EPS $8.88 vs Est. $8.18 π’ FY26 Capex $115B to $135B β
Its positive that our two main partners are progressing positively. Two weeks to $NBIS Q425 ER & news pending. Looking forward to see what they have been cooking past few months. https://twitter.com/i/web/status/2016793374951358761 https://twitter.com/i/web/status/2016793374951358761"
X Link 2026-01-29T08:39Z [----] followers, [---] engagements
"Hi there. I think you are over paranoid she is a normal person who has her joys & worries but not to pump or to dump. you should give her a chance & not bully her so much. @Kainvests creates content and it can be better or you may feel she has extracted some from you or even mentioneed you but man. stop the public harrasment because she is a good girl. Why Because I personally know her. Hope it helps you contextualize. not everyone is here to manipulate specially her. She wants $IOVA to succeed even more than you.specially when she is dealing first hand with the illness IOVA is trying to"
X Link 2026-01-29T09:49Z [----] followers, [---] engagements
"π¨ $NBIS AI stack in full visual detail. With Capex increasing exponentially to $2.5T the future awaits π’ Worldwide AI spending will total $2.5 TRILLION in [----] per Gartner. Businesses best positioned to benefit from AI: [--] Power: $GEV $BE $EOSE $CEG $NXT [--] Chips: $NVDA $AMD $TSM $ASML $AVGO [--] Data centers: $NBIS $IREN $CRWV $ORCL $ALAB [--] AI models: $GOOGL https://t.co/X5hvYwimHN Worldwide AI spending will total $2.5 TRILLION in [----] per Gartner. Businesses best positioned to benefit from AI: [--] Power: $GEV $BE $EOSE $CEG $NXT [--] Chips: $NVDA $AMD $TSM $ASML $AVGO [--] Data centers: $NBIS $IREN"
X Link 2026-01-29T11:57Z [----] followers, [----] engagements
"π¨ Can someone explain why $META is booming & $MSFT is tanking"
X Link 2026-01-29T14:34Z [----] followers, [---] engagements
"π¨ $NBIS Yesterday I made this comment about execution in a post from @MB_Hogan. It was directed to Charles Beyney DataOne CEO. @CABeyney Charles replied & he hinted at an early delivery of Nebius Data Center in Vineland (NJ) prior to november [----]. "Right now what it comes to mind regarding $NBIS execution is if DataOne is alone for US or if they have agreements with Equinix & we can really scale things up quicker than anyone because if we do & thats the golden ticket our growth will be exponential. But if our execution does not match the promise then ER could hurt. There is a lot of silence"
X Link 2026-01-30T07:35Z [----] followers, [----] engagements
"@Nice_Stock_ Yes just reported last night. 13Fs from Q4 they will start showing the Hedge Funds movements up until Feb 15th. UBS is a big whale so conviction increases"
X Link 2026-01-30T08:28Z [----] followers, [----] engagements
"π¨ JUST IN $NBIS Q425 ER will be on Feb 12th before market opens. Just consider this estimates & growth around it. π’ Family Enjoy the weekend"
X Link 2026-01-30T21:07Z [----] followers, [---] engagements
"$NBIS this is what conviction looks like. πͺπ» We will enjoy this journey For those saying Nebius will be BO it comes to mind $GOOG wanted to acquire Yandex back in the day & Arkady said no. We have an incredible MOAT just waiting to read about what next company Nebius enters as a strategic stakeholder in Physical AI /Robotics π€ because its coming π’ $NBIS is a trillion-dollar company within [--] years. There is no reason to sell even at a $200B valuation. Arkady knows how to build a generational tech giant. Im holding [-----] shares - and Im not selling until this becomes $50M. π"
X Link 2026-01-31T10:28Z [----] followers, 16.1K engagements
"π¨ JUST IN $NBIS Excellent Deep Dive into all the Data Centers Nebius currently has activated / building up. π― I strongly recommend to check it out & follow @InvestNorthwise https://northwiseproject.com/nbis-stock-data-center-analysis/ $NBIS remains a fundamentally understood player by markets. In order to help clear up what's actually going on at a site and strategic level we are releasing a series of deep dives on Nebius' data center locations. Check out our deep dive in the first comment Our first Deep https://t.co/r6bLvXu1LN https://northwiseproject.com/nbis-stock-data-center-analysis/"
X Link 2026-01-31T19:51Z [----] followers, 11.7K engagements
"π¨ $NBIS will continue to increase capacity with $META. +$20B Capex in Q4 & more to come. Who will gain the most from new demand available Thats the Multi Billion $ contract question coming up. Im sick of the average $NBIS investor who wants fast money but cant sit through uncertainty. $META took AI capex over $20B. Thats not a one-off. That spend flows to suppliers. Nebius already sits inside Metas stack. When capex accelerates follow-on capacity does too. https://t.co/V24fBCCKTK Im sick of the average $NBIS investor who wants fast money but cant sit through uncertainty. $META took AI capex"
X Link 2026-02-02T15:14Z [----] followers, [----] engagements
"Based on publicly available information the only clearly identified colocation / data-center project in Bthune (Pas-de-Calais) is the new next-gen / AI data center announced for the former Bridgestone industrial site. What facility is it Operator / brand: Azur Datacenter Site / location context: former Bridgestone site in Bthune; the project is described as a [-----] m conversion into a data center and targeted for service start in early [----] (per the site landlord/announcer). Who owns it Two ownership layers matter in France: The data-center business (operator): publicly presented as Azur"
X Link 2026-02-02T18:25Z [----] followers, [---] engagements
"π¨ $NBIS LifeSciences vertical is pushing the boundaries to new limits with @PrimaMente & $NVDA. Imagine how this field could evolve with the right amount of AI compute & technical expertise in the quest to find cure to very difficult diseases. π§¬π§¬ Training biological foundation models at scale requires a seamlessly integrated compute and infrastructure stack. In a joint technical piece with $NVDA and Nebius we share how we use Nebius AI cloud to train Pleiades our whole-genome epigenetic foundation model for the human brain. π§ By integrating DNA and epigenetic patterns Pleiades: - Reaches"
X Link 2026-02-03T08:43Z [----] followers, [--] engagements
"@FinnStockinger Concrete product roadmap. You do IP squating when you have launched a brand which is not yet the case. They are getting ready for it. Lets remember they are also getting ready for an AI marketplace. π₯β
"
X Link 2026-02-03T16:48Z [----] followers, [--] engagements
"$NBIS This is the way to Sovereign AI. with a partner like Accenture #1 in their field the target is clear. AI sovereignty is no longer just a policy topic. Its a boardroom one. Take a look at @Accenture's research findings. Forward-looking organizations are already building hybrid ecosystems with AI clouds like Nebius. Get the full report: https://t.co/XZo6mUnxxw https://t.co/q2qYct2Qva AI sovereignty is no longer just a policy topic. Its a boardroom one. Take a look at @Accenture's research findings. Forward-looking organizations are already building hybrid ecosystems with AI clouds like"
X Link 2025-11-03T20:05Z [----] followers, [----] engagements
"$NBIS Good morning/night $117.54 (+5.63%) β
π"
X Link 2025-11-10T05:50Z [----] followers, [----] engagements
"$NBIS $22B with $MSFT & $META & you are going to get scared π±π€"
X Link 2025-11-14T14:39Z [----] followers, [----] engagements
"$NBIS Hedgies buying massively in AH. I believe we are getting another round of news tomorrow. Lets capture everyones attention during Fellows Forum 25th -26th September"
X Link 2025-09-24T20:35Z [----] followers, 12.1K engagements
"$NBIS Retailers if you know what you hold you should not panic & take advantage of the mega dip. What is happening is simple the hedge funds want your shares & they are applying max pressure to make sure you sell your shares to them. Remember retail accounted for more than 50% holdings. Two weeks max to Q3 ER. Dont let them play the psychological games on you. Hold & long view"
X Link 2025-10-21T13:46Z [----] followers, 46.7K engagements
"$NBIS I personally believe this could be the news for tomorrow a partnership with $NVDA The timelines match: Oct 29th: $NVDA presents from 9am ET a new partner for Agentic AI. "A First-Of-Its-Kind Integrated Stack for Operational AI and Specialized AI Agents DC51273" In this session well unveil the newest NVIDIA partner and not only reveal the work were doing together but also allow you to deploy the integrated software stack directly. Following the initial announcement of this partner at the keynote heres what you can expect: Building AI agents that can securely leverage private enterprise"
X Link 2025-10-27T15:27Z [----] followers, 21.8K engagements
"π¨ JUST IN: $NBIS "The AWS of AI" Top [--] reasons why Amazon $AMZN NEBIUS partnership would be a winner. [--]. AI infrastructure surge faster regional capacity. AWS needs more low-latency GPU-dense capacity in EMEA/LatAm. NEBIUS can add incremental MW fast via co-build/leaseback models with local partners reducing time-to-capacity and capex intensity on a per-region basis. [--]. Sovereign & regulated cloud wins. $NBIS brings on-the-ground compliance playbooks (data residency certifications local ops) that help AWS win/retain public sector banks and healthcare in jurisdictions with strict sovereignty"
X Link 2025-11-01T09:21Z [----] followers, 15.2K engagements
"$NBIS Charles Antoine Beyney - DataOne CEO which is the company building NEBIUS DC in Vineland (NJ) made this comment about the importance of density in NEBIUS AI Data Centers. π Size Does Not Matter Anymore Only Density Does When a CEO says this theyre signaling a paradigm shift in what defines a competitive or valuable data center in the AI era. In the past decade (cloud era) size measured in square meters or total MW capacity was the bragging metric. The bigger the hyperscale campus the better. Today in the AI compute era the dominant metric has shifted to compute density per MW or per"
X Link 2025-11-03T10:22Z [----] followers, 15.3K engagements
"$NBIS Added to MSCI World Index. Excellent news to minimize volatility & have many more institutions supporting the stock. Next will be NASDAQ100 β
π"
X Link 2025-11-06T09:24Z [----] followers, 36.1K engagements
"π¨JUST IN: $NBIS ROVIDA Investment has released 13F adding NEBIUS again with 453K (+26.2%). Total 2.19M β
shares or $246.19M Top #12 Inst π³π³ Rest of Top [--] will release today & tomorrow"
X Link 2025-11-13T06:52Z [----] followers, 31.5K engagements
"π¨JUST IN: $NBIS UBS WELL FARGO BNP PARIBAS Altshuler Shaham all adding multi million shares blocks in Q3 π³π³π³π³ its clear we are on a loading rampage. Conviction & taking advantage is key now"
X Link 2025-11-13T20:24Z [----] followers, 28.6K engagements
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