# ![@DanInvestings Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1506827054792122368.png) @DanInvestings Daniel

Daniel posts on X about $nbis, ai, bullish, clickhouse the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1506827054792122368/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1506827054792122368/c:line/m:interactions.svg)

- [--] Week [------] +231%
- [--] Month [-------] -24%
- [--] Months [---------] +2,145%
- [--] Year [---------] +26%

### Mentions: [--] [#](/creator/twitter::1506827054792122368/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1506827054792122368/c:line/m:posts_active.svg)

- [--] Week [--] -25%
- [--] Month [--] -4.90%
- [--] Months [---] +123%
- [--] Year [---] -88%

### Followers: [-----] [#](/creator/twitter::1506827054792122368/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1506827054792122368/c:line/m:followers.svg)

- [--] Week [-----] +2.80%
- [--] Month [-----] +9.70%
- [--] Months [-----] +511%
- [--] Year [-----] +442%

### CreatorRank: [-------] [#](/creator/twitter::1506827054792122368/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1506827054792122368/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  24% [stocks](/list/stocks)  23% [technology brands](/list/technology-brands)  18% [social networks](/list/social-networks)  2% [travel destinations](/list/travel-destinations)  2% [countries](/list/countries)  2% [exchanges](/list/exchanges)  1% [automotive brands](/list/automotive-brands)  1% [events](/list/events)  1% [cryptocurrencies](/list/cryptocurrencies)  1%

**Social topic influence**
[$nbis](/topic/$nbis) #58, [ai](/topic/ai) 24%, [bullish](/topic/bullish) 8%, [clickhouse](/topic/clickhouse) 7%, [business](/topic/business) 6%, [we are](/topic/we-are) 6%, [target](/topic/target) #1798, [$lite](/topic/$lite) 5%, [ceo](/topic/ceo) 5%, [investment](/topic/investment) 5%

**Top accounts mentioned or mentioned by**
[@jeromesison17](/creator/undefined) [@kakashiii111](/creator/undefined) [@endicottinvests](/creator/undefined) [@investorvideos](/creator/undefined) [@grok](/creator/undefined) [@energycredit1](/creator/undefined) [@amitisinvesting](/creator/undefined) [@funofinvesting](/creator/undefined) [@sohonehel](/creator/undefined) [@semivisiontw](/creator/undefined) [@thephiloinvest](/creator/undefined) [@bombayquant](/creator/undefined) [@buzztickr](/creator/undefined) [@rklbsfan](/creator/undefined) [@pepinveststocks](/creator/undefined) [@dsp111](/creator/undefined)

**Top assets mentioned**
[Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Lumentum Holdings Inc. Common Stock (LITE)](/topic/$lite) [Iris Energy Limited (IREN)](/topic/$iren) [CoreWeave, Inc (CRWV)](/topic/$crwv) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Metadium (META)](/topic/$meta) [Cipher Mining Inc. Common Stock (CIFR)](/topic/$cifr) [Tesla, Inc. (TSLA)](/topic/$tsla) [Advanced Micro Devices (AMD)](/topic/$amd) [Microsoft Corp. (MSFT)](/topic/microsoft)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$NBIS JUST IN 🚨: Nebius wants to the become the default cloud for physical AI and Cloud: Evan Helda:"  
[X Link](https://x.com/DanInvestings/status/2019804288541987205)  2026-02-06T16:04Z [----] followers, 76.5K engagements


"Yes he got hacked. The hacker is spamming the same post twice now with a new coin now with a different address on he dumped the other memecoin and made a new one. And also Roman never says $NEBIUS and he doesnt pin stuff like this and doesnt pump memecoin for [---] dollars lol to ruin his reputation. Check his telegram for updates its currently sabbath for him. http://pump.fun http://pump.fun"  
[X Link](https://x.com/DanInvestings/status/2007546393355858352)  2026-01-03T20:15Z [----] followers, [---] engagements


"$NBIS Nebius is insanely undervalued: Clickhouse: 4B stake worth Avride: 3-6B Worth Toloka: 0.8-1B TripleTen: 250M Cash: 4.8B Core business: growing 700% this year Nebius has insane amount of cash to rely on if they ever need it. Backed by hyperscaler customers"  
[X Link](https://x.com/DanInvestings/status/2014237922158108922)  2026-01-22T07:25Z [----] followers, [----] engagements


"$NBIS My thoughts on current Macro news: The risk of a government shutdown is starting to ease. President Trump is reviewing the situation in Minnesota which caused shutdown odds to spike and ICE agents are being pulled out of the area. If a shutdown happens at all it is likely to be brief. Neither side benefits from a shutdown and both parties want to avoid one. Mark Carney also stated that he is not willing to move forward with a trade deal with China. This lowers the chances of [---] percent tariffs being put in place. From a technical view price is facing resistance at the current level."  
[X Link](https://x.com/DanInvestings/status/2015602627044880849)  2026-01-26T01:48Z [----] followers, [----] engagements


"$NBIS If you look at how much other neoclouds such as IREN CRWV and APLD ran compared to Nebius you will see the difference. This is why I think Nebius is due for a big swing. Market didnt even value its recent subsidiary that grew from 1.78B to 4B stake worth in Clickhouse"  
[X Link](https://x.com/DanInvestings/status/2016189205391843649)  2026-01-27T16:39Z [----] followers, 18K engagements


"$LITE I just initiated a position in this company. They are forecasting insane demand revenue earnings and higher margins. 1) 1.6T & 800G Transitions: Hyperscalers are upgrading to ultra-high-speed networking. Lumentums EML (Electro-absorption Modulated Laser) chips and transceivers are the gold standard for these speeds. 2) Data Center Interconnect (DCI): Beyond just one building AI clusters now span multiple sites. Lumentum's narrow linewidth lasers (growing 70%+ YoY) are critical for connecting these "campuses." 3) New Growth Engines: Two massive products are just starting to contribute:"  
[X Link](https://x.com/DanInvestings/status/2017321105716031632)  2026-01-30T19:36Z [----] followers, [----] engagements


"$LITE CEO comments (via Wupen Yuen) at the Barclays Global Technology Conference in December 2025: - Indium phosphide-based EML lasers are "sold out to [----] and largely booked through 2027" This will increase margins like crazy. similar to Sandisk situation"  
[X Link](https://x.com/DanInvestings/status/2018578720160952472)  2026-02-03T06:54Z [----] followers, [---] engagements


"$NBIS Honestly this selloff is just illogical across the whole market not just data centers. It doesnt make sense why or how just feels like we are insanely oversold right now. Nebius subisaridies are literally almost worth the whole of Nebius right now which is insane"  
[X Link](https://x.com/DanInvestings/status/2019546009425310167)  2026-02-05T22:57Z [----] followers, 13.7K engagements


"$NBIS Gareth Douglas: Prima Mente is driving breakthroughs in precision diagnostics and AI-first neuroscience research. Using Nebius AI Cloud powered by NVIDIA Prima Mente built Pleiades the worlds first whole-genome epigenetic foundation model that: ✔ Generated DNA fragments with 83% accuracy using blood samples ✔ Achieved [----] accuracy rising to [----] with protein tests for early detection of Alzheimers and Parkinsons ✔ Increased the amount of cfDNA from specific cell types by up to 20x Read more:"  
[X Link](https://x.com/DanInvestings/status/2019804774863094152)  2026-02-06T16:05Z [----] followers, [----] engagements


"$NBIS Nebius just posted new jobs in for Middle East specifically UAE Dubai or Abu Dhabi. The job is called Channel partner manager and their task is to deepen their relationship with partners and sell IaaS solutions. Source: https://gulfjobworld.in/job/channel-partner-manager-middle-east-united-arab-emirates/#google_vignette https://gulfjobworld.in/job/channel-partner-manager-middle-east-united-arab-emirates/#google_vignette"  
[X Link](https://x.com/DanInvestings/status/2019806147100987867)  2026-02-06T16:11Z [----] followers, [----] engagements


"$NBIS Neoclouds are gonna be long term winners because they cannot be replaced by AI they build both the hardware and software on top of it. Which I see as a win-win business model. I believe that software companies that dont incorporate AI will probably slowly die as AI advances. Software companies that use AI to innovate and improve their company will be winners. https://twitter.com/i/web/status/2019899465910648979 https://twitter.com/i/web/status/2019899465910648979"  
[X Link](https://x.com/DanInvestings/status/2019899465910648979)  2026-02-06T22:22Z [----] followers, [----] engagements


"$LITE This thing is a monster Up 100% on my calls already. 😭"  
[X Link](https://x.com/DanInvestings/status/2019901937668456909)  2026-02-06T22:32Z [----] followers, [----] engagements


"$NBIS Boolish Data centers help drive energy prices DOWN: The states with rapid electricity demand growth are home to lower electricity prices. States like NY CA and MA that produce less electricity have higher prices. https://t.co/PRSFnqK0Uc Data centers help drive energy prices DOWN: The states with rapid electricity demand growth are home to lower electricity prices. States like NY CA and MA that produce less electricity have higher prices. https://t.co/PRSFnqK0Uc"  
[X Link](https://x.com/DanInvestings/status/2020403270221722023)  2026-02-08T07:44Z [----] followers, [----] engagements


"@JeromeSison17 Hopefully but wouldnt be shocked if not"  
[X Link](https://x.com/DanInvestings/status/2020951354240549129)  2026-02-09T20:02Z [----] followers, [---] engagements


"Power isn't expensive most of the capex comes from buying GPU'S. Nebius and all other companies will eventually get more power. Power is only a small % of capex. And Nebius is forecasting 800MW-1GW of CONNECTED POWER and [---] GW of contracted power by end of [----]. IREN doesn't even tell us how much they have connected lol. They are just talking about contracted power. https://twitter.com/i/web/status/2021301542700380172 https://twitter.com/i/web/status/2021301542700380172"  
[X Link](https://x.com/DanInvestings/status/2021301542700380172)  2026-02-10T19:13Z [----] followers, [--] engagements


"$NBIS Probably nothing.👀 🚨BREAKING: ANTHROPIC LOOKS TO SECURE [--] GIGAWATTS OF CAPACITY FOR FUTURE AI DATA CENTERS https://t.co/1woxOd4nyr 🚨BREAKING: ANTHROPIC LOOKS TO SECURE [--] GIGAWATTS OF CAPACITY FOR FUTURE AI DATA CENTERS https://t.co/1woxOd4nyr"  
[X Link](https://x.com/DanInvestings/status/2020948731324194900)  2026-02-09T19:51Z [----] followers, 13.5K engagements


"Is this why the stock market went green today Sydney Sweeney just rang the opening bell for the stock market today at the NYSE https://t.co/eTqpLyrv5Y Sydney Sweeney just rang the opening bell for the stock market today at the NYSE https://t.co/eTqpLyrv5Y"  
[X Link](https://x.com/DanInvestings/status/2020998380756009176)  2026-02-09T23:08Z [----] followers, [---] engagements


"$NBIS Nebius is such a great company. I cant believe they are so undervalued. They have multiple subsidiaries growing all triple digits worth billions of dollars. They have a phenomenal team that is very high level. And the one thing I love about them is that they are not just an infrastructure company. They are aiming to be a diversified business which I love. The team just continues to keep executing"  
[X Link](https://x.com/DanInvestings/status/2021283408920645988)  2026-02-10T18:01Z [----] followers, [----] engagements


"$NBIS Nebius have acquired four sites in Alabama for a new Data Center development totalling roughly [--] acres with a targeted capacity of 300MW. A project of this size comes as no great surprise given recent announcements and their target of 2.5GW of contracted capacity by the end of this year. https://www.datacenterdynamics.com/en/news/nebius-targets-data-center-development-in-birmingham-alabama/ https://www.datacenterdynamics.com/en/news/nebius-targets-data-center-development-in-birmingham-alabama/"  
[X Link](https://x.com/DanInvestings/status/2021661052560454016)  2026-02-11T19:02Z [----] followers, [----] engagements


"$NBIS We are excited to announce the early release of our $NBIS Vineland NJ deep dive ahead of earnings Check out the full length analysis in the comments The Vineland facility represents the primary U.S. operational anchor for Nebius. This site proves that hyperscale AI https://t.co/oTJYfoYRmp We are excited to announce the early release of our $NBIS Vineland NJ deep dive ahead of earnings Check out the full length analysis in the comments The Vineland facility represents the primary U.S. operational anchor for Nebius. This site proves that hyperscale AI https://t.co/oTJYfoYRmp"  
[X Link](https://x.com/DanInvestings/status/2021746449198051783)  2026-02-12T00:41Z [----] followers, [----] engagements


"$NBIS Nebius didnt miss revenue everything came online as scheduled. The analysts are modeling the revenues incorrectly. Nebius was already sold out of all capacity. Nebius also had a huge beat in ARR which was 1.25B vs 900M-1.1B. The team is confident they will each 7-9B ARR. Our ARR target is NOT contingent upon any hyperscaler or mega deals" This is impressive if true. The team keeps executing and some analyst doubted that they can grow this fast but they are out here doing it. They are already working [--] new sites. This company is just phenomenal"  
[X Link](https://x.com/DanInvestings/status/2022020831334084971)  2026-02-12T18:51Z [----] followers, [----] engagements


"$NBIS Cant believe Semis and Datacenters were dipping with the whole market when capex got increased heavily"  
[X Link](https://x.com/DanInvestings/status/2020881164429590708)  2026-02-09T15:23Z [----] followers, [----] engagements


"$NBIS Nebius buys out Tavily. 👀 🚨 JUST IN: $NBIS agreed to acquire Tavily a company that develops software to help AI agents search for up-to-date information needed for tasks like coding and financial trading. The deal is valued at $275M and Tavilys team will join $NBIS. Source: Bloomberg The https://t.co/iF7TAmO5cm 🚨 JUST IN: $NBIS agreed to acquire Tavily a company that develops software to help AI agents search for up-to-date information needed for tasks like coding and financial trading. The deal is valued at $275M and Tavilys team will join $NBIS. Source: Bloomberg The"  
[X Link](https://x.com/DanInvestings/status/2021233604672504309)  2026-02-10T14:43Z [----] followers, [----] engagements


"$NBIS I really love this Tavily acquisition made by Nebius. Because it helps turn Nebius into an all-in-one AI platform. Tavily brings real-time high-quality data while Nebius already controls the cloud and GPU infrastructure. Together this creates a single stack for data compute and AI workloads making the platform faster simpler to use and easier to scale without relying on third parties. And once Nebius comes out with Nebius Marketplace I think it will truly expand further on being all in one AI platform. Nebius Marketplace will influence developers to use Nebius Token Factory. Because"  
[X Link](https://x.com/DanInvestings/status/2021305382342414618)  2026-02-10T19:28Z [----] followers, [----] engagements


"$NBIS What are yall thoughts on Q4 earnings for Nebius Here are my thoughts: They had multiple data centers come online utilization ramp up. Clickhouse valuation increase. Multiple sites were acquired for future DCs. Also interested in the other subsidiaries if any new updates. Any new enterprise customers/deals. If we even slightly miss I would still be happy because we are still growing very fast QoQ. But if we beat that would be phenomenal and impressive growths. As for guidance for [----] Im not sure if it will be revised but it could be impacted positively by the Vera Rubins which can"  
[X Link](https://x.com/DanInvestings/status/2021668996119245184)  2026-02-11T19:33Z [----] followers, [----] engagements


"$NBIS STELLAR EARNINGS AND ON TRACK FOR 7-9B ARR. 🔥"  
[X Link](https://x.com/DanInvestings/status/2021921578657948135)  2026-02-12T12:17Z [----] followers, [----] engagements


"$NBIS ARR HUGE BEAT above guidance. Confidently reiterated guidance. [--] new sites. 3GW of contracted. Went positive adjusted EBIDTA Positive operating cash flow. Nebius is a monster team"  
[X Link](https://x.com/DanInvestings/status/2021924087837470971)  2026-02-12T12:27Z [----] followers, [----] engagements


"$NBIS Arkady after earnings:"  
[X Link](https://x.com/DanInvestings/status/2022781332292800918)  2026-02-14T21:13Z [----] followers, [----] engagements


"$NBIS Nebius earnings calls literally refuted and answered all the bear questions/thesis in one call lol Only thing left is execution which is what the Nebius team has a lot of"  
[X Link](https://x.com/DanInvestings/status/2022837280134910332)  2026-02-15T00:56Z [----] followers, [---] engagements


"$NBIS Nebius got a proven track record even during their Yandex days they had consistent revenue growths"  
[X Link](https://x.com/DanInvestingss/status/2001892821704544361)  2025-12-19T05:50Z [----] followers, 20.4K engagements


"$NBIS Refuting GPU depreciation argument for dem slow boys: [--]. Older GPUs can still be fully utilized. They remain useful and capable even when newer models are released and many workloads can still run at full capacity on older hardware. [--]. Over time workloads are shifted based on hardware capability. Older GPUs are typically assigned to lighter or routine tasks while newer GPUs are used for heavier workloads such as AI inference and advanced computation. [--]. As workloads continue to grow and models become more complex companies must keep purchasing newer NVIDIA chips. This creates continuous"  
[X Link](https://x.com/DanInvestings/status/2001917153671582172)  2025-12-19T07:26Z [----] followers, [----] engagements


"$NBIS Very bullish for the entire sector Reportedly OpenAI has improved compute margin on paid products to 70% in October up from 52% at the end of [----] and about double Jan [----] levels per The Information https://t.co/YdAevQhbBL Reportedly OpenAI has improved compute margin on paid products to 70% in October up from 52% at the end of [----] and about double Jan [----] levels per The Information https://t.co/YdAevQhbBL"  
[X Link](https://x.com/DanInvestings/status/2002859911274000782)  2025-12-21T21:53Z [----] followers, 27.9K engagements


"$NBIS Seems like Nebius will build a [---] MW datacenter in Missouri. 🔥 $NBIS: UPDATE ON THE INDEPENDENCE MISSOURI DC Previously it was reported that Nebius is considering a data center buildout in Independence Missouri with a Phase [--] consisting of [---] MW and a Phase [--] of [---] MW. Nebius plans to build a 2.5-million-square-foot data center across https://t.co/T1okUGgUrX $NBIS: UPDATE ON THE INDEPENDENCE MISSOURI DC Previously it was reported that Nebius is considering a data center buildout in Independence Missouri with a Phase [--] consisting of [---] MW and a Phase [--] of [---] MW. Nebius plans to"  
[X Link](https://x.com/DanInvestings/status/2003125050833264738)  2025-12-22T15:26Z [----] followers, [----] engagements


"$NBIS Interesting. JUST IN: Google $GOOG is acquiring AI infrastructure developer Intersect for $4.75 Billion. They specialize in on-site power generation and storage (including $TSLA Megapacks). Energy is the biggest bottleneck to AI development right now and $GOOGL is planning ahead. https://t.co/VXcpEAD6MD JUST IN: Google $GOOG is acquiring AI infrastructure developer Intersect for $4.75 Billion. They specialize in on-site power generation and storage (including $TSLA Megapacks). Energy is the biggest bottleneck to AI development right now and $GOOGL is planning ahead."  
[X Link](https://x.com/DanInvestingss/status/2003141192423551302)  2025-12-22T16:30Z [----] followers, [----] engagements


"$NBIS Happy Holidays to all those who celebrate and especially Nebians"  
[X Link](https://x.com/DanInvestingss/status/2003957685398786056)  2025-12-24T22:35Z [----] followers, [----] engagements


"Youre gonna keep needing a lot of compute and especially with the latest and greatest chips so the demand is insane. Supply will be hard to meet demand when a new Nvidia chip comes out every 1-2 years. And growth will come from AI Infrastructure + Software which will increase margins even more for the business"  
[X Link](https://x.com/DanInvestings/status/2005105613584703641)  2025-12-28T02:36Z [----] followers, [--] engagements


"$NBIS Would be huge if Nebius is part of this EU AI gigafactory initiative. They are announcing the winners early [----]. 👀 https://www.eib.org/en/press/all/2025-491-eib-group-and-european-commission-join-forces-to-finance-ai-gigafactories https://www.eib.org/en/press/all/2025-491-eib-group-and-european-commission-join-forces-to-finance-ai-gigafactories"  
[X Link](https://x.com/DanInvestings/status/2005332864393724198)  2025-12-28T17:39Z [----] followers, 10.5K engagements


"$NBIS My price target for Nebius [----] EOY is $250. They are currently trading 3x [----] ARR their software side is quickly growing and gonna increase margin and revenue and already teaming up with big enterprises and startups. They also have Subsidiaries all growing at triple digit growths worth 6-10B. If Clickhouse IPOs at crazy valuation Nebius will own a huge stake of that. Nebius will also be a big beneficiary of AI as it is a full AI play. And everything is forecasted to increase such as demand/compute capex AI race its all pointing to a huge surge and Nebius will be a big beneficiary"  
[X Link](https://x.com/DanInvestings/status/2005535683814047937)  2025-12-29T07:05Z [----] followers, 15.4K engagements


"$NBIS Nebius Missouri Expansion timeline: - Public open house for the Independence data center site on January [--] - Review of the campus zoning by the Planning Commission on January [--] - Final City Council vote for the Missouri project permits on January [--] - Site preparation for the new [---] megawatt natural gas power station - Move into the first phase of the massive [---] acre AI infrastructure hub. Note: this is gonna be a massive data center potentially for another hyperscaler deal. https://twitter.com/i/web/status/2005920994549194925 https://twitter.com/i/web/status/2005920994549194925"  
[X Link](https://x.com/DanInvestings/status/2005920994549194925)  2025-12-30T08:36Z [----] followers, 54.9K engagements


"$NBIS NVIDIA CEO Jensen Huang will be speaking at CES [----] on January [--] [----] at [--] PM ET livestreamed from Las Vegas covering the future of AI robotics and more with demos and sessions running throughout the event (Jan 5-9). Expect insights into physical AI AI in manufacturing drug discovery and Nvidia's strong growth trajectory for [----] with investor focus on AI economics and market value. https://twitter.com/i/web/status/2006032934281830828 https://twitter.com/i/web/status/2006032934281830828"  
[X Link](https://x.com/DanInvestings/status/2006032934281830828)  2025-12-30T16:01Z [----] followers, [----] engagements


"$NBIS Happy New Years Eve 🎉 One thing I learned this year was patience and discipline. Still ended the year on a good note. I hope you all have great holidays. [----] will be fun"  
[X Link](https://x.com/DanInvestings/status/2006481888207376865)  2025-12-31T21:45Z [----] followers, [----] engagements


"$NBIS Nebius is expected to build an [---] MW phased data center campus in Missouri spanning roughly [---] million sq ft across [---] buildings. This would rank among the largest AI data center projects in the U.S. Local Independence city officials and council members are strongly in favor of the project citing long-term economic development industrial growth and new investment in the region. The project is expected to create [---] full-time high-skill jobs (IT engineering technical roles) in addition to hundreds of construction jobs while officials emphasized it will not raise residential power"  
[X Link](https://x.com/DanInvestings/status/2006859835846082801)  2026-01-01T22:47Z [----] followers, [----] engagements


"$NBIS Wow very impressive recap for Nebius this year"  
[X Link](https://x.com/DanInvestings/status/2007203406046474538)  2026-01-02T21:32Z [----] followers, 18.4K engagements


"$NBIS Roman Chernin's X account has been hacked. Please be careful interacting with it. I will update you from his telegram if any updates or announcements are made"  
[X Link](https://x.com/DanInvestings/status/2007541090874994969)  2026-01-03T19:54Z [----] followers, 14.3K engagements


"Yea and the hacker keeps posting a new memecoin every [--] minutes and dumping it and starting a new one. And plus its also sabbath which means Roman would be resting right now they cant work. Also pinning it. This is common memecoin tactic when someone hacks your account here on X. https://twitter.com/i/web/status/2007556900863549632 https://twitter.com/i/web/status/2007556900863549632"  
[X Link](https://x.com/DanInvestings/status/2007556900863549632)  2026-01-03T20:57Z [----] followers, [---] engagements


"@EndicottInvests Keeps reposting a new memecoin every [--] points and dumping the previous one. Definitely hacked"  
[X Link](https://x.com/DanInvestingss/status/2007559645465125147)  2026-01-03T21:08Z [----] followers, [---] engagements


"Its not that simple your X auth token can easily be stolen if you download some sort of software or file. And if you have someones auth token it bypasses the 2FA btw. If this turns you off thats fine. go invest in something else. Because this has nothing to do with the company Romans account got hacked on X it happens to the best of us many popular people on X got their account hacked and shilled meme coins afterwards this is very common knowledge"  
[X Link](https://x.com/DanInvestings/status/2007630686233210883)  2026-01-04T01:50Z [----] followers, [---] engagements


"Youre speaking for the whole company because of one persons mistake lol everyone has been hacked at some point in their life. Also we dont know what really happened until Roman says what happened. This is literally NOT a reason to be short for like what Thats crazy and has nothing to do with the company itself"  
[X Link](https://x.com/DanInvestings/status/2007642386013262064)  2026-01-04T02:36Z [----] followers, [---] engagements


"The AI bubble chattering has been popped"  
[X Link](https://x.com/DanInvestings/status/2008018802945220789)  2026-01-05T03:32Z [----] followers, [----] engagements


"$NBIS NVIDIA's main CES [----] keynote with CEO Jensen Huang starting today"  
[X Link](https://x.com/DanInvestings/status/2008258121815449928)  2026-01-05T19:23Z [----] followers, [----] engagements


"$NBIS All this robotic technology that Nvidia announced today is very bullish for the future of Avride and compute for Nebius. I wouldnt be shocked if Avride valuation skyrockets and more investments are made for it. Nvidia works very close with the Avride team"  
[X Link](https://x.com/DanInvestings/status/2008317530570457583)  2026-01-05T23:19Z [----] followers, [----] engagements


"@InvestorVideos Who said they wont be needed We still see demand for it a lot of demand actually. You just sound salty because you have a short position seems like and your posting these same nonsense arguments. That been refuted over and over"  
[X Link](https://x.com/DanInvestings/status/2008377437831274856)  2026-01-06T03:17Z [----] followers, [--] engagements


"$NBIS $AMD - AMD CEO SAYS COMPUTE HAS TO INCREASE BY 100X OVER 4-5 YEARS $AMD - AMD CEO SAYS COMPUTE HAS TO INCREASE BY 100X OVER 4-5 YEARS"  
[X Link](https://x.com/DanInvestings/status/2008571489147355271)  2026-01-06T16:08Z [----] followers, [----] engagements


"$NBIS Nebius is deploying [--] MW of new data center in Israel. 🚨 JUST IN: $NBIS will deploy 80MW of new data center capacity in Israel. The project in partnership with Mega Or DC represents $880-900M in total investment and will deliver capacity across two sites: 22MW in Masmiya 58MW in Beit Shemesh Delivery timelines: https://t.co/J1HFYrODbv 🚨 JUST IN: $NBIS will deploy 80MW of new data center capacity in Israel. The project in partnership with Mega Or DC represents $880-900M in total investment and will deliver capacity across two sites: 22MW in Masmiya 58MW in Beit Shemesh Delivery"  
[X Link](https://x.com/DanInvestings/status/2008572304410956015)  2026-01-06T16:12Z [----] followers, [----] engagements


"$NBIS Northland names Nebius a top stock for [----] keeping an Outperform rating and a $211 target driven by Microsoft backing and power visibility. Source: https://notreload.xyz/northland-backs-nebius-as-a-top-pick-for-2026/ https://notreload.xyz/northland-backs-nebius-as-a-top-pick-for-2026/"  
[X Link](https://x.com/DanInvestings/status/2008581447792423122)  2026-01-06T16:48Z [----] followers, [----] engagements


"$NBIS Sharing the below information as posted by City of Independence. The community is invited to learn more and ask questions. Q&A Opportunities: Potential Data Center Project Nebius a private AI cloud infrastructure company is exploring a potential data center campus at the Eastgate Commerce Center near Little Blue Parkway and Missouri Highway [--]. The project is in early review. No final decisions have been made and planning permitting and infrastructure evaluations would be required before any development could proceed. If approved the project could generate millions in tax revenue to"  
[X Link](https://x.com/DanInvestings/status/2008582662466810095)  2026-01-06T16:53Z [----] followers, [----] engagements


"$NBIS This is often very overlooked Nvidia is working on making it's GPU's use less power/electricity which is very bullish for the entire neo cloud sector"  
[X Link](https://x.com/DanInvestings/status/2008618728163078564)  2026-01-06T19:16Z [----] followers, [----] engagements


"$NBIS Nebius is creating a new product called Nebius Marketplace where people get to access a full "App Store" for artificial intelligence. By allowing third-party partners to publish their own AI models data services and MLOps tools directly on the platform Nebius is making it much easier for customers to build complex projects in one place. Everything becomes plug-and-play which means developers don't have to waste time setting up different services from multiple providers. This move is a genius way to incentivize more people to use the Nebius AI Cloud. When customers find all the best"  
[X Link](https://x.com/DanInvestings/status/2008677504429805693)  2026-01-06T23:10Z [----] followers, [----] engagements


"$NBIS Nebius is helping connect quantum computers to AI supercomputers so companies and researchers can use both together instead of treating quantum as a separate. Nebius is building the plug that lets quantum computers snap into AI data centers. IQM Quantum Computers' Co-Founder and Chief Global Affairs Officer Juha Vartiainen says the convergence of quantum and AI is happening now and for those who want to get the best seats in the house it's better to start immediately. IQM is Europe's most well-funded quantum hardware startup and the global market leader in quantum computer deliveries."  
[X Link](https://x.com/DanInvestings/status/2009325069823324465)  2026-01-08T18:03Z [----] followers, [----] engagements


"$NBIS Here are the detailed info on the new project datacenter in Israel: Here are the key details: 1Massive Capacity 🏗 The lease covers a combined 80MW from two new data centers under construction in Masmiyya (22MW) and Beit Shemesh (58MW). 2Strategic Investment 💸 The total construction cost for both facilities is estimated at approximately $880 million with annual operating expenses expected around $94.67 million. 3Phased Delivery 📅 The Masmiyya site is slated for Q3 [----] with Beit Shemesh capacity being delivered in stages from Q3 [----] through Q1 [----]. Both sites have significant"  
[X Link](https://x.com/DanInvestings/status/2009326663155491243)  2026-01-08T18:09Z [----] followers, [----] engagements


"Ofc they will bleed cash they are in expansion phase lol. IREN is converting from btc miner to dc center they will losing for a bit also until the net income outpaces the capex. Also Nebius got billions in subsidiaries to rely on and software stack something IREN doesnt have. IREN will go through the same thing also. https://twitter.com/i/web/status/2009352774702846126 https://twitter.com/i/web/status/2009352774702846126"  
[X Link](https://x.com/DanInvestings/status/2009352774702846126)  2026-01-08T19:53Z [----] followers, [--] engagements


"$NBIS Nvidia is quietly solving the energy problem. NVIDIA is addressing power and heat limits by designing chips that deliver far more performance per watt while producing less waste heat. Rubin is a strong example because its efficiency is high enough that systems can be cooled using [--] C water rather than cold water which greatly reduces energy spent on cooling. This is possible due to architectural improvements that move data more efficiently reduce idle power and tightly integrate compute and memory to avoid unnecessary work. NVIDIA is making chips like Rubin more energy efficient"  
[X Link](https://x.com/DanInvestings/status/2009509259415806388)  2026-01-09T06:15Z [----] followers, [----] engagements


"@kakashiii111 Arkady stated it in the earnings call. and DataOne also announced that Phase [--] (50MW) is up and running. So delete your post and stop spreading misinformation. Crazy that you post this without doing prior research 🤦♂"  
[X Link](https://x.com/DanInvestings/status/2009532419138048380)  2026-01-09T07:47Z [----] followers, [--] engagements


"@kakashiii111 Holy cope. Just admit your wrong lmao. He literally said we handed over the first phase. Phase [--] included 50MW do the math"  
[X Link](https://x.com/DanInvestings/status/2009533976051081313)  2026-01-09T07:53Z [----] followers, [--] engagements


"$NBIS Nebius has a powerful advantage by being among the first to offer Vera Rubin infrastructure. This move encourages developers to adopt their inference platform early to access the latest technology. By securing these users during the initial phase of development Nebius builds a loyal customer base and creates a strong foothold in the AI cloud industry. This strategy effectively turns early access into a lasting market lead. This strategic advantage is a direct result of the company's deep partnership with NVIDIA which has not only provided Nebius with priority access to next-generation"  
[X Link](https://x.com/DanInvestings/status/2010425054719578479)  2026-01-11T18:54Z [----] followers, 20.9K engagements


"$NBIS Compute is the new oil. 🚨 VERY bullish news for AI infrastructure stocks. Mark Zuckerberg just announced a new top-level initiative called Meta Compute. $META plans to build "tens of GWs this decade and hundreds of GWs or more over time." I wouldnt be surprised to see another contract with $NBIS. https://t.co/Wocrx4PIGv 🚨 VERY bullish news for AI infrastructure stocks. Mark Zuckerberg just announced a new top-level initiative called Meta Compute. $META plans to build "tens of GWs this decade and hundreds of GWs or more over time." I wouldnt be surprised to see another contract with"  
[X Link](https://x.com/DanInvestings/status/2010785075248382023)  2026-01-12T18:44Z [----] followers, [----] engagements


"$NBIS Here is a comparison shown in the council meeting showing how much water the Missouri Independence data center will use in comparison to other datacenters"  
[X Link](https://x.com/DanInvestings/status/2010881475122790619)  2026-01-13T01:07Z [----] followers, [----] engagements


"@grok @EnergyCredit1 Interesting 🤔 😂"  
[X Link](https://x.com/DanInvestings/status/2011245607852392909)  2026-01-14T01:14Z [----] followers, [---] engagements


"$TSM 🚨 TSMC JUST reported earnings and has beat across the board. Very good start to kick off the earnings season"  
[X Link](https://x.com/DanInvestings/status/2011676603353612704)  2026-01-15T05:47Z [----] followers, [----] engagements


"$NBIS 🚨Morgan Stanley initiates a position in Nebius with an Equal weight rating and a price target of $126.00"  
[X Link](https://x.com/DanInvestings/status/2011815463161118915)  2026-01-15T14:59Z [----] followers, [----] engagements


"@amitisinvesting Trump said few days ago he wants the stock market up probably taco with being tactical. But also 10% on those European countries shouldnt effect us much as it should effect them"  
[X Link](https://x.com/DanInvestings/status/2012928598953414983)  2026-01-18T16:42Z [----] followers, [----] engagements


"@FunOfInvesting He literally said few days ago anything Jerome Powell says makes the market go down he cant be hypocritical especially with upcoming midterms. Its probably him trying to be tactical and initiate a deal at the end and TACO"  
[X Link](https://x.com/DanInvestings/status/2012938310617031126)  2026-01-18T17:21Z [----] followers, [---] engagements


"$NBIS Nebius is a key beneficiary of Israels national supercomputer launch having been selected through a competitive tender to establish and operate the countrys AI computing infrastructure. The programs rollout offering discounted access to up to [----] Nvidia B200 accelerators for industry and academia positions Nebius at the center of a multi-year government-backed expansion in AI compute usage. As high-tech companies and researchers scale large-model training under conditions of global GPU scarcity Nebius gains sustained utilization long-term demand visibility and strategic relevance as"  
[X Link](https://x.com/DanInvestings/status/2012996053294092699)  2026-01-18T21:10Z [----] followers, [----] engagements


"$NBIS The Nebius Missouri meeting will take place on January [--] [----] at 6PM. Nebius will meet with the Independence council members for the approval site at Missouri which is a [---] MW site which will be built in phases and will be one of the largest innovations in Missouri"  
[X Link](https://x.com/DanInvestings/status/2013672187333624291)  2026-01-20T17:57Z [----] followers, 14.8K engagements


"$NBIS Saturn (partner of Nebius) CTO on Nebius Hugo Shi: Is the hyperscaler premium really about security or just about avoiding a new vendor review If you are paying hyperscaler on-demand rates of $11 per hour for an H100 that is available for $2.95 elsewhere on a specialized GPU cloud you are not just paying for compute. You are paying for the convenience of staying inside a pre-approved cloud boundary. For infra teams supporting AI workloads that tradeoff used to be reasonable. Specialized GPU clouds meant unfamiliar IAM models unclear isolation and long security reviews. Paying the"  
[X Link](https://x.com/DanInvestings/status/2013772417957818460)  2026-01-21T00:35Z [----] followers, [----] engagements


"$NBIS Toloka just launched a new product its new self-serve platform focused on expert human data for AI. With this product teams can quickly get high quality human judgement for training evaluating and validating AI models. The platform lets you describe what you need in plain language and get a project configured in minutes with AI assistance and built-in quality checks. High quality expert data is now more accessible for ML teams and researchers to iterate faster and improve their models. https://twitter.com/i/web/status/2014006298485145932"  
[X Link](https://x.com/DanInvestings/status/2014006298485145932)  2026-01-21T16:04Z [----] followers, [----] engagements


"$NBIS $IREN $CRWV 🔥 🔥 OPENAI'S ALTMAN: WE HAVE ADDED MORE THAN $1B OF ARR IN LAST MONTH JUST FROM OUR API BUSINESS. OPENAI'S ALTMAN: WE HAVE ADDED MORE THAN $1B OF ARR IN LAST MONTH JUST FROM OUR API BUSINESS"  
[X Link](https://x.com/DanInvestings/status/2014399846363627618)  2026-01-22T18:08Z [----] followers, [----] engagements


"$NBIS Nebius got 15B in cash/assets let that sink in"  
[X Link](https://x.com/DanInvestings/status/2014593415552631120)  2026-01-23T06:57Z [----] followers, 17.1K engagements


"$NBIS WILL NEBIUS COOK FOR EARNINGS LET ME KNOW WHAT YOU GUYS ARE PREDICTING"  
[X Link](https://x.com/DanInvestings/status/1987050392606416980)  2025-11-08T06:51Z [----] followers, 23.9K engagements


"$NBIS The average analyst price target on Nebius is sitting at $164.20 which is roughly 77% upside from here. This thing is a sleeping giant"  
[X Link](https://x.com/DanInvestings/status/2008283210887655660)  2026-01-05T21:03Z [----] followers, [----] engagements


"$NBIS This is how Nebius differs from its counterparts"  
[X Link](https://x.com/DanInvestings/status/2014238268423111080)  2026-01-22T07:26Z [----] followers, [----] engagements


"$NBIS $IREN $CRWV $CIFR YOUR NOT BULLISH ENOUGH BREAKING: Nvidia announces a $2 billion investment in CoreWeave. CoreWeave stock $CRWV is up over +10% on the news. https://t.co/FKo5mQVEKb BREAKING: Nvidia announces a $2 billion investment in CoreWeave. CoreWeave stock $CRWV is up over +10% on the news. https://t.co/FKo5mQVEKb"  
[X Link](https://x.com/DanInvestings/status/2015837068694585366)  2026-01-26T17:19Z [----] followers, [----] engagements


"@SohoNehel Probably because: 1: other ones got earnings sooner 2: CRWV got 2B investment 3: more retail following Thats my guesses"  
[X Link](https://x.com/DanInvestings/status/2016206842071007525)  2026-01-27T17:49Z [----] followers, [---] engagements


"$NBIS $IREN $CRWV $CIFR TEXAS INSTRUMENTS $TXN CEO SAYS DATA CENTER REVENUE IN [----] WAS $1.5 BILLION UP 64% YoY https://t.co/7E3ltqUkZP TEXAS INSTRUMENTS $TXN CEO SAYS DATA CENTER REVENUE IN [----] WAS $1.5 BILLION UP 64% YoY https://t.co/7E3ltqUkZP"  
[X Link](https://x.com/DanInvestings/status/2016268421584060873)  2026-01-27T21:53Z [----] followers, [----] engagements


"$NBIS Nebius presents the NVIDIA Cosmos Cookoff a virtual four-week physical AI challenge for robotics AV and vision AI builders in partnership with Milestone Systems. Participants will build using NVIDIA Cosmos Reason [--] and Cosmos Cookbook recipes covering topics from egocentric robot reasoning to physical plausibility checks and traffic-aware models. The event runs from January [--] to February [--]. Participants can compete solo or in teams of up to four. Prizes include $5000 an NVIDIA DGX Spark and more. Judges include experts from Datature Hugging Face Nebius Nexar Inc. and NVIDIA."  
[X Link](https://x.com/DanInvestings/status/2016937730446606537)  2026-01-29T18:13Z [----] followers, [----] engagements


"$NBIS Nebius is hiring very heavy right now they are truly expanding very fast this is the type of growth you would want 👀🔥"  
[X Link](https://x.com/DanInvestings/status/2016938933528203423)  2026-01-29T18:18Z [----] followers, [----] engagements


"$LITE The $LITE thesis: The hidden monopoly in the AI. Lumentum is up 316% YTD but might be 1000%+ by [----]. Micron ($300B) or TSM ($1.5T) sit in the center of every TPU/GPU deployed. But same with $LITE but it's a $26B MC. In Every Single TPU from Google $LITE makes https://t.co/qSDQrISbv4 The $LITE thesis: The hidden monopoly in the AI. Lumentum is up 316% YTD but might be 1000%+ by [----]. Micron ($300B) or TSM ($1.5T) sit in the center of every TPU/GPU deployed. But same with $LITE but it's a $26B MC. In Every Single TPU from Google $LITE makes https://t.co/qSDQrISbv4"  
[X Link](https://x.com/DanInvestings/status/2017334396618215559)  2026-01-30T20:29Z [----] followers, [---] engagements


"$NBIS Know what you own Nebius stakes/assets: ClickHouse (28%) $1.78 billion Avride (82%) $4.92 billion Toloka (60%) $1.80 billion Tripleten (100%) [---] million Total Nebius stake: $8.70 billion Note: most of these valuations are not updated and all of these subsidiaries are growing at triple digit growths so it can even be more once revalued. This implies that the core business is being valued at only 13B if you remove the subsidiaries. On top of that they have Microsoft and Meta both which are expandable contracts earning them 25%+ operation margin on them. On top of all this they have more"  
[X Link](https://x.com/DanInvestings/status/2005341426918592697)  2025-12-28T18:13Z [----] followers, 23.9K engagements


"$NBIS I keep seeing people talk about Clickhouse 15B valuation raise. Which would imply 4.2B value for Nebius up from 1.78B. Some of the accounts that are posting about it have a decent following and never mentioned Nebius before. Which is interesting because I wonder where they got that source from. Regardless if true or not I wouldnt be shocked if they get a massive raising pretty soon as Clickhouse is growing at 500% and works with many big companies already. https://twitter.com/i/web/status/2011714553545977888 https://twitter.com/i/web/status/2011714553545977888"  
[X Link](https://x.com/DanInvestings/status/2011714553545977888)  2026-01-15T08:18Z [----] followers, [----] engagements


"$NBIS After further research it appears that the person who mentioned ClickHouses $15B raise known as Arfur Rock is an anonymous Silicon Valley figure with a strong track record of accurately reporting funding rounds and their lead investors ahead of public announcements. He's an anonymous account (self-described as "anon GP at your favorite multi-stage VC") with 38k followers that has built a strong reputation since mid-2024 for consistently posting accurate intel on rounds that later get confirmed officially (or leak through other channels). Examples from his track record include: - Varda"  
[X Link](https://x.com/DanInvestings/status/2011826610547343626)  2026-01-15T15:43Z [----] followers, [----] engagements


"$NBIS JUST IN: IT HAS BEEN CONFIRMED CLICKHOUSE IS NOW WORTH 15B 👀. Increased Nebius stake to 4B. We are so early https://www.bloomberg.com/news/articles/2026-01-16/clickhouse-lands-15-billion-valuation-in-ai-database-race 🚨 JUST IN: ClickHouse has raised $400M at a $15B valuation up from $6.35B in May [----]. VERY bullish for $NBIS. - ARR now at several hundred million dollars - Not yet ready to go public management wants to improve several things first - Over half of revenue comes from https://t.co/t4BQIEiTVA"  
[X Link](https://x.com/DanInvestings/status/2012184819963473937)  2026-01-16T15:27Z [----] followers, [----] engagements


"$NBIS Very bullish for Neoclouds. $META GUIDING $115B-$135B OF CAPEX AHEAD OF $110B ESTIMATES OH MY GOODNESS $META GUIDING $115B-$135B OF CAPEX AHEAD OF $110B ESTIMATES OH MY GOODNESS"  
[X Link](https://x.com/DanInvestings/status/2016628944842477785)  2026-01-28T21:46Z [----] followers, [----] engagements


"$NBIS $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 $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"  
[X Link](https://x.com/DanInvestings/status/2017690395594133627)  2026-01-31T20:04Z [----] followers, [----] engagements


"Just bought some $IREN"  
[X Link](https://x.com/DanInvestings/status/2018335767903568118)  2026-02-02T14:48Z [----] followers, [----] engagements


"@semivision_tw Bullish $LITE"  
[X Link](https://x.com/DanInvestings/status/2018382808390173022)  2026-02-02T17:55Z [----] followers, [---] engagements


"$NBIS Nebius is searching for a Director of Strategic Partners - NVIDIA Relations Were looking for a strategic connected and execution-focused leader to own and expand our partnership with NVIDIA. In this role you will act as the primary quarterback for all aspects of our NVIDIA relationship collaborating across sales product engineering and executive teams to maximize the value and visibility of our partnership. You will work hand-in-hand with our NVIDIA Global Account Manager to drive field alignment and co-sell efforts and closely with our Head of Infrastructure to ensure technical"  
[X Link](https://x.com/DanInvestings/status/1972435509894070735)  2025-09-28T22:57Z [----] followers, 20.1K engagements


"$APLD Impressive earnings Applied Digital is setting the tone for data centers stocks. The growth and demand we are seeing in these data centers is insane and the numbers dont lie"  
[X Link](https://x.com/DanInvestings/status/2009165033779982354)  2026-01-08T07:27Z [----] followers, [---] engagements


"$NBIS $IREN Who bought the dips 🤯"  
[X Link](https://x.com/DanInvestings/status/1981513828069494960)  2025-10-24T00:11Z [----] followers, 21.6K engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing